Staff Review Draft Agenda Package 4-May-26Monday, May 4, 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 May 4, 2026
Closed Session - 5:15 PM
Opening of Meeting - 6:00 PM
Invocation - Chair Brian Helms
Pledge of Allegiance
Informal Comments
Public Hearing(s)
Staff Recognition
Recognition of the 2026 Miss Union County Pageant Winners26-173
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:
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Recognize Lifesaver Award Recipients26-248
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Recognize Public Health Nurses Maegan Trull and Jennifer Gribben for
their lifesaving actions while working at the emergency shelter during
Winter Storm Fern.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On Jan. 25, 2026, while staffing the County’s emergency shelter during
Winter Storm Fern, nurses Maegan Trull and Jennifer Gribben
demonstrated exceptional clinical skill, professionalism and composure
when a shelter client experienced a life-threatening medical crisis. While
conducting a routine intake assessment, the nurses quickly identified that
the client’s condition was rapidly declining. The individual became
unresponsive and had shallow, irregular breathing. Without hesitation,
Trull and Gribben transitioned from assessment to lifesaving care. They
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Board of Commissioners Meeting Agenda May 4, 2026
safely assisted the individual to the floor, ensured the airway was open,
and immediately began appropriate resuscitative measures. Their rapid
recognition of the situation, paired with decisive action and seamless
teamwork, ensured that critical care was delivered without delay.
The County’s Management Team surprised Trull and Gribben with the
Lifesaver Award on April 10. The Lifesaver Award is presented to County
employees whose actions directly contribute to saving a life.
FINANCIAL IMPACT:
None.
Recognize Public Communications Team for Earning Numerous
State Awards
26-249
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
Recognize Public Communications Director Liz Cooper for being named
North Carolina Communicator of the Year by the North Carolina City &
County Communicators (NC3C) and the Public Communications team for
earning four Excellence in Communications Awards.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Public Communications Director Liz Cooper has been
named North Carolina Communicator of the Year by North Carolina
City & County Communicators (NC3C), one of the organization’s highest
individual honors. The prestigious award recognizes an individual who
has demonstrated exceptional skill, creativity and impact in government
communications over the past year. Cooper is one of only two
professionals statewide to receive an individual award from NC3C in
2026.
In addition to this individual recognition, Union County’s Public
Communications team earned four Excellence in Communications
Awards as part of the NC3C annual awards program recognizing
exemplary communications work. Union County was among a record 39
North Carolina jurisdictions recognized this year.
Award-winning projects include:
·First Place - Branding/Logo: Union County Economic
Development logo
·Second Place - Multi-Platform Campaign: "Foster the Future"
Foster Parent Recruitment Campaign (in partnership with Social
Services)
·Third Place - Special Programming - Video: Women in
Leadership: Honoring Our County Commissioners (Women’s
History Month video)
·Third Place - Crisis Communications: Coordinated response
following the Unionville tornado in March 2025
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Board of Commissioners Meeting Agenda May 4, 2026
Union County’s Public Communications department serves both residents
and employees by delivering timely, accurate and impactful information
across multiple channels. The team manages organizational
communications strategy, media relations, digital content, branding,
marketing, public records coordination, audiovisual support, event
planning, and more.
FINANCIAL IMPACT:
None.
Consent Agenda
Resolution Regarding Abandonment of NCDOT Road Maintenance
for a Portion of North Main Street in Wingate
26-240
INFORMATION CONTACT:
Lee Jenson, Planning, Director, 704-283-3564
ACTION REQUESTED:
Adopt resolution approving proposed abandonment of maintenance.
BACKGROUND:
The NCDOT requests that Union County adopt a resolution in support of
abandoning a portion of North Main Street between Wilson Street and
McIntyre Road in Wingate in order for the Town of Wingate to begin
maintaining that same portion of N. Main St.
FINANCIAL IMPACT:
None.
Appointments to the Transportation Advisory Board26-235
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
Appoint recommended representatives to the Union County
Transportation Advisory Board.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The North Carolina Department of Transportation (NCDOT) requires that
all Transit Systems have an Advisory Board in place comprised of
stakeholders from the service area who have an interest in the services
being provided by the Transit Systems. The Transportation Advisory
Board (TAB) serves as a steering committee and is expected to discuss
unmet needs in the service area, service design, billing rates and fares,
and to offer assistance in resolving customer complaints. The Board must
include representatives from the elderly, minority, limited English
proficiency, disabled and/or low-income populations, or include
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Board of Commissioners Meeting Agenda May 4, 2026
individuals that represent these consumer groups and are able to
encourage the transit system to be more sensitive to the needs of these
diverse groups when necessary. The TAB is required to meet at a
minimum on a quarterly basis as one means of seeking public
involvement. Union County has adopted a framework for up to 18
members/positions with 13 positions currently filled.
The following individuals have indicated an interest in serving and were
unanimously approved by the TAB.
1.Kimberly Jordan
2.Nicole Myers
3.Rasheen Rorie
FINANCIAL IMPACT:
None.
Amendment to the Library Board of Trustees Bylaws26-239
INFORMATION CONTACT:
Nina Chaffin, Library, Director, 704-283-3561
ACTION REQUESTED:
Approve the amendment to Article VII, Paragraph 1 of the Union County
Library Board of Trustees bylaws to reduce the required number of
meetings from ten (10) per year to six (6) per year.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
At its regular meeting on March 17, 2026, the Union County Library Board
of Trustees discussed the current frequency of its regularly scheduled
meetings. During this discussion, members noted that several meetings
throughout the year did not include actionable items requiring Board
consideration, prompting concerns about the efficient use of time and
resources.
As a result, the Library Board considered amending its bylaws to better
align meeting frequency with operational needs. The Library Board of
Trustees unanimously approved a revision to Article VII, Paragraph 1,
reducing the number of required meetings from ten (10) per year to six (6)
per year, to be held on a bi-monthly basis.
Because the Board of County Commissioners maintains oversight
authority of the Library Board of Trustees, this proposed bylaw
amendment is being presented for the Commissioners’ review and
approval.
FINANCIAL IMPACT:
None.
Budget Amendment - Health Care Fund26-157
INFORMATION CONTACT:
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Board of Commissioners Meeting Agenda May 4, 2026
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.
Bid Award and Construction Contract - Detention Center Walk-in
Freezer and Cooler Replacement
26-234
INFORMATION CONTACT:
Linda Whitaker, Facilities and Fleet Management, Assistant Director
Design and Construction, 704-420-2626
ACTION REQUESTED:
1) Award construction contract to Garmon Mechanical Service, Inc. in the
amount of $159,392.10; 2) authorize the County Manager to, i) negotiate
and execute an agreement with Garmon Mechanical Service, Inc.
substantially consistent with this agenda item, ii) exercise any renewal or
extension term options set forth in the agreement, and iii) terminate the
agreement if deemed in the best interest of Union County, each in the
County Manager’s discretion; and 3) adopt Resolution Providing Notice of
Construction of the Detention Center Walk-in Freezer and Cooler
Replacement project.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The existing walk-in freezer and cooler serving the detention center are at
the end of their service life. The project consists of the complete removal
of the existing walk-in freezer and cooler units and the installation of new
insulated wall and ceiling panels, insulated walk-freezer and cooler doors
and a new refrigeration system to better serve the detention center.
On January 26, 2026, Procurement and Contract Management partnered
with Facilities and Fleet Management to issue an Invitation for Bid IFB
2026-051 Detention Center Walk-in Freezer and Cooler and
Replacement. On March 10, 2026, two (2) bids were received. Because
less than three (3) bids were received, the bids remained sealed and
returned to the bidders. On March 10, 2026, IFB 2026-051 was issued to
rebid the project. On March 25, 2026, (3) bids were received for the titled
project. All bids were tabulated, reviewed and certified by Facilities and
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Board of Commissioners Meeting Agenda May 4, 2026
Fleet Management. The bids ranged from $159,392.10 - $287,888.34.
Staff recommend the project be awarded to the lowest, responsive,
responsible bidder, Garmon Mechanical Service, Inc., in the amount of
$159,392.10.
FINANCIAL IMPACT:
Funding is available within the adopted capital account Union County Jail
Block Renovations, 40080112, to support the construction contract
amount of $159,392.10.
Capital Project Ordinance Amendments to Reduce Arbitrage
Rebates
26-195
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1)Adopt Capital Project Ordinance Amendments as follows:
PRIOR BOARD ACTIONS:
Capital Project Ordinances were previously approved by the BOCC at
various times for projects funded from the 2019C and 2022 General
Obligation Bond Issuances.
BACKGROUND:
Arbitrage in tax-exempt bonds is the profit earned by investing proceeds
from tax-exempt bonds into higher-yielding taxable investments
compared to the interest rate being paid on the bonds debt service
payments. Because this exploits the lower interest rates allowed by
tax-exempt status, bond issuers must generally rebate these excess
earnings back to the IRS. This regulation prevents governments from
over-issuing debt just for profit.
Unspent tax-exempt bond proceeds are subject to IRS tax exempt bond
arbitrage rebate calculations on an annual basis until all bond proceeds
have been spent in full. To mitigate the continuation of annual arbitrage
rebate calculations and to reduce any payments due to the IRS the
Finance Director is recommending replacing the funding sources on
already completed projects with the same function as the originally
adopted projects to progress the spenddown of bond proceeds in a
timelier fashion.
The capital project ordinances will swap funding sources or correct
project funding sources on the following projects: Radio Towers,
Bi-Directional Antennas at UCPS, E911 TDMA P25, Southwest Regional
Library, Board of Elections Renovation, UC Jail Block Renovations, UC
Jail Land Purchase, Historic Courthouse House Renovations Phase 2,
Government Center Building Repairs, SPCC Campus Improvements,
SPCC Camera Access Controls.
FINANCIAL IMPACT:
No change in funding. The rebate payments due back to the IRS are paid
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Board of Commissioners Meeting Agenda May 4, 2026
for through investment earnings on the bond proceeds in the bond
construction bank accounts. No county dollars are required to cover the
rebate payments due to the IRS. This action has the potential to reduce
increased arbitrage rebates overtime.
Juvenile Crime Prevention Council (JCPC) Discretionary Funding
Award
26-224
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Approve discretionary awards for FY 2025-2026, 2) authorize the
Finance Director to approve an updated funding plan, grant agreements
and documents related to these additional funds during their terms, and
3) approve Budget Amendment #22.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
JCPC is a Board appointed by Commissioners, as defined by State
Statutes. JCPC provides funding and monitors Community Based
alternatives to juvenile incarceration and provides funding for substance
abuse prevention strategies and programs.
Funding for JCPC programs is generally adopted in the State Budget and
assigned to County programs by a formula grant.
The JCPC budget is normally approved as a "pass through" line item in
the County budget, meaning that the amount approved by the State is
received by the County and then used for the JCPC program.
Union County has not approved JCPC programs in line-item detail in the
past; rather, the JCPC Board normally negotiates, approves, and
monitors line-item detail within the amount of funds allocated to the
program, and provides a recommended budget to Commissioners.
JCPC has been awarded discretionary funding for the Transforming
Youth program for $2,450 to use for the remainder of FY 2026.
FINANCIAL IMPACT:
No county funding is required. Any local match will be provided by the
Transforming Youth JCPC Program.
March 2026 NCVTS Motor Vehicle Tax Report26-232
INFORMATION CONTACT:
Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748;
Kristen Foxworth, Tax Administration, Deputy Tax Administrator,
704-283-3591
ACTION REQUESTED:
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Board of Commissioners Meeting Agenda May 4, 2026
Approve the March 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:
$895.16
Minutes for Approval26-241
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes
PRIOR BOARD ACTIONS:
None
BACKGROUND:
The draft minutes have been emailed to the Commissioners for review.
FINANCIAL IMPACT:
None
Information Only
Tax Collector’s Departmental Report for March 202626-211
INFORMATION CONTACT:
Kristen Foxworth, Tax Administration, Deputy Tax Administrator,
704-283-3591
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report reflects the totals of all tax transactions within the Tax
Collector’s Office for the month of March 2026 as required by NCGS
105-350(7).
FINANCIAL IMPACT:
None.
Tax Refunds, Releases and Prorations Approved by Finance Officer26-231
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
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Board of Commissioners Meeting Agenda May 4, 2026
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 March 2026 NCVTS releases and refunds less than
$100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
South Piedmont Regional Autopsy Center - April 2026 Quarterly
Report
26-236
INFORMATION CONTACT:
Stephanie Dudley, County Manager’s Office, Business Manager,
704-292-2668
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly progress report on the operations of the South
Piedmont Regional Autopsy Center (SPRAC).
FINANCIAL IMPACT:
None.
FY2026 Budget Transfers Reporting - 3rd Quarter26-243
INFORMATION CONTACT:
Blake Hart, Budget & Grants Management, Assistant Director,
704-283-3674
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Per section XV, XVI, XVII, XVIII, XIX, XX of the FY 2026 Adopted
Operating and Capital Budget Ordinance, management reports the
following County Manager Budget Amendments (CMBA) made by the
County Manager for the third quarter of fiscal year 2026.
CMBA 11: To transfer funds from the FY 2026 COLA from the central
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Board of Commissioners Meeting Agenda May 4, 2026
pool for half the fiscal year for General Fund, UC Water, Solid Waste, PC
& WC. Approval authority stated in Section XI of the FY 2026 Adopted
Operating and Capital Budget Ordinance.
CMBA 12: To transfer funds from Human Services Community Support &
Outreach to Facilities Management to correct an overpayment for
Christmas Bureau rent and utilities. Approval authority stated in Section
XV of the FY 2026 Adopted Operating and Capital Budget Ordinance.
CMBA 13: Recognize and appropriate revenue from the North Carolina
Emergency Management (NCEM) State & Local Cybersecurity Grant
Program (SLCGP) to purchase a 12-month subscription for penetration
testing to identify vulnerabilities and provide clear remediation guidance.
Approval authority stated in Section XVIII of the FY 2026 Adopted
Operating and Capital Budget Ordinance.
FINANCIAL IMPACT:
None.
Union EMS Quarterly Financial Statements26-247
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union EMS is required to provide the County with quarterly unaudited
financial statements in the terms of the contract agreement with Atrium
Health/Union EMS.
FINANCIAL IMPACT:
None.
Business
Rezoning Petition RZ-2026-004 McAlister26-252
INFORMATION CONTACT:
John Wear, Planning Department, Senior Planner - Current Planning,
704-283-3605
ACTION REQUESTED:
Approve or deny proposed rezoning.
PRIOR BOARD ACTION:
April 20, 2026, Regular Meeting, Agenda Item #26-203 - Conduct public
hearing.
BACKGROUND:
This case is a request to rezone one parcel totaling 10.848 acres
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Board of Commissioners Meeting Agenda May 4, 2026
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.
A public hearing was conducted April 20, 2026, and no one spoke for or
against the proposed rezoning.
FINANCIAL IMPACT:
None.
Presentation - Union County Water Capital Program Update26-210
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
None.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Capital Improvement Program for Union County Water (UCW), as
adopted by the Board of County Commissioners, includes projects related
to the expansion of the water and wastewater systems, rehabilitation and
replacement of existing infrastructure, as well as buildings and facilities.
UCW staff will provide a presentation on the overall status of the Capital
Improvement Program with detailed information on a selection of
representative projects.
FINANCIAL IMPACT:
None at this time. Direction received, if any, may impact future
expenditures.
FY 2027 Capital Improvement Project Review26-246
INFORMATION CONTACT:
Jason May, Budget & Grant Management, Director, 704-283-3760
ACTION REQUESTED:
Receive information.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Staff will present the recommended Capital Improvement Plan (CIP) for
Fiscal Year 2027, including proposed projects and funding sources. No
action is required; this item is for informational purposes only.
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Board of Commissioners Meeting Agenda May 4, 2026
FINANCIAL IMPACT:
None. Proposed CIP will be included in the FY 2027 Budget presentation
on June 1, 2026.
Appointment to the Consolidated Human Services Board26-238
INFORMATION CONTACT:
Janet Payne, Human Services Agency, Executive Director,
704-296-4348; Amy Dickey, Consolidated Human Services Board Chair
ACTION REQUESTED:
Review applications and consider appointing one of the recommended
applicants for the vacant Consolidated Human Services Board “Other
Person” position.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Consolidated Human Services Board (CHSB), pursuant to N.C.
general statute § 153A-77, is permitted to be composed of up to 25
members and composition of the board shall reasonably reflect the
population makeup of the County. Currently, the Union County CHSB has
19 membership positions, each of which has a specific designation. Eight
positions are filled and there are 11 vacancies including:
· Consumer of Human Services (2)
· Dentist (1)
· Registered Nurse (1)
· Other Person (1)
· Pharmacist (1)
· Physician - Psychiatrist (1)
· Optometrist (1)
As is the County's usual practice, the vacancies available for appointment
were advertised by posting a notice on the County's website:
<https://www.unioncountync.gov/government/boards-committees/boardsc
ommittees>
Multiple applications were received to fill the one “Other Person” vacancy
and members of the CHSB interviewed the applicants prior to the April
13, 2026 meeting and the CHSB reviewed and discussed all applications
at the April 13, 2026 meeting and voted to recommend that the Board of
County Commissioners consider the following individuals for appointment
to the CHSB to fill the “Other Person” vacancy:
- Mr. Ben Mount is eligible to fill the “Other Person” position.
- Mr. Michael Evola is eligible to fill the “Other Person” position.
- Ms. Linda Yang is eligible to fill the “Other Person” position.
A copy of each individual’s application is included for the Board’s review
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Board of Commissioners Meeting Agenda May 4, 2026
and consideration.
FINANCIAL IMPACT:
$200 per year per member ($20 meeting x 10 meetings a year).
Appointments to Boards and Committees26-242
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appointment members to fill vacancies
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Vacancies exist on the following Boards and Committees:
1. Union County Juvenile Crime Prevention Council (JCPC)
2. Land Use Board
3. South Piedmont Community College (SPCC) Board of Trustees
FINANCIAL IMPACT:
None
Appoint Union County Board of Commissioners Representative to
vacant position on Monroe-Union County Economic Development
Commission Board of Directors
26-245
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Appoint Union County Board of Commissioners representative to open
position on the Monroe-Union County Economic Development
Commission Board of Directors to run through the remainder of the
current term, June 30, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
As set forth in Section 2(a) of the Interlocal Agreement between Union
County and the City of Monroe establishing the Monroe-Union County
Economic Development Commission, it is provided that Board members
serve one-year terms, commencing on July 1 and running through June
30 of each year. Commissioner Sides was appointed (serving ex officio)
as a BOCC-appointed EDC Board Member. In the case of a vacancy, the
appointing board shall appoint a new member to serve the remainder of
the unexpired term.
Due to Commissioner Sides’ resignation and unfortunate passing, the
Board of County Commissioners is requested to consider appointing a
person to fill his position on the EDC Board of Directors.
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Board of Commissioners Meeting Agenda May 4, 2026
FINANCIAL IMPACT:
None
County Manager's Comments
Commissioners' Comments
Adjournment
Page 14 of 14
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-173 Agenda Date:5/4/2026
TITLE:..title
Recognition of the 2026 Miss Union County Pageant Winners
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 4/21/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-248 Agenda Date:5/4/2026
TITLE:..title
Recognize Lifesaver Award Recipients
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Recognize Public Health Nurses Maegan Trull and Jennifer Gribben for their lifesaving actions while
working at the emergency shelter during Winter Storm Fern.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On Jan. 25, 2026, while staffing the County’s emergency shelter during Winter Storm Fern, nurses
Maegan Trull and Jennifer Gribben demonstrated exceptional clinical skill, professionalism and
composure when a shelter client experienced a life-threatening medical crisis. While conducting a
routine intake assessment, the nurses quickly identified that the client’s condition was rapidly
declining. The individual became unresponsive and had shallow, irregular breathing. Without
hesitation, Trull and Gribben transitioned from assessment to lifesaving care. They safely assisted
the individual to the floor, ensured the airway was open, and immediately began appropriate
resuscitative measures. Their rapid recognition of the situation, paired with decisive action and
seamless teamwork, ensured that critical care was delivered without delay.
The County’s Management Team surprised Trull and Gribben with the Lifesaver Award on April 10.
The Lifesaver Award is presented to County employees whose actions directly contribute to saving a
life.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
powered by Legistar™17
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-249 Agenda Date:5/4/2026
TITLE:..title
Recognize Public Communications Team for Earning Numerous State Awards
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
Recognize Public Communications Director Liz Cooper for being named North Carolina
Communicator of the Year by the North Carolina City & County Communicators (NC3C) and the
Public Communications team for earning four Excellence in Communications Awards.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Public Communications Director Liz Cooper has been named North Carolina
Communicator of the Year by North Carolina City & County Communicators (NC3C), one of the
organization’s highest individual honors. The prestigious award recognizes an individual who has
demonstrated exceptional skill, creativity and impact in government communications over the past
year. Cooper is one of only two professionals statewide to receive an individual award from NC3C in
2026.
In addition to this individual recognition, Union County’s Public Communications team earned four
Excellence in Communications Awards as part of the NC3C annual awards program recognizing
exemplary communications work. Union County was among a record 39 North Carolina jurisdictions
recognized this year.
Award-winning projects include:
First Place - Branding/Logo: Union County Economic Development logo
Second Place - Multi-Platform Campaign: "Foster the Future" Foster Parent Recruitment
Campaign (in partnership with Social Services)
Third Place - Special Programming - Video:Women in Leadership: Honoring Our County
Commissioners (Women’s History Month video)
Third Place - Crisis Communications: Coordinated response following the Unionville
tornado in March 2025
Union County’s Public Communications department serves both residents and employees by
delivering timely, accurate and impactful information across multiple channels. The team manages
organizational communications strategy, media relations, digital content, branding, marketing, public
records coordination, audiovisual support, event planning, and more.
Union County, NC Printed on 4/21/2026Page 1 of 2
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File #:26-249 Agenda Date:5/4/2026
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 2 of 2
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-240 Agenda Date:5/4/2026
TITLE:..title
Resolution Regarding Abandonment of NCDOT Road Maintenance for a Portion of North Main Streetin Wingate
INFORMATION CONTACT:
Lee Jenson, Planning, Director, 704-283-3564
ACTION REQUESTED:
Adopt resolution approving proposed abandonment of maintenance.
BACKGROUND:
The NCDOT requests that Union County adopt a resolution in support of abandoning a portion of
North Main Street between Wilson Street and McIntyre Road in Wingate in order for the Town of
Wingate to begin maintaining that same portion of N. Main St.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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Form SR-2 Modified for Abandonment (4/2015)
North Carolina Department of Transportation Division of Highways Request for Abandonment to State Maintained Secondary Road System
North Carolina
County: Union
Road Description: N Main St (SR-1758) between Wilson St and McIntyre Rd (SR-1631). The total portion inside unincorporated Union County is 0.13 mile.
WHEREAS, the attached petition has been filed with the Board of County Commissioners of the County
of Union requesting that the above described road, the location of which has been indicated in red
on the attached map, be deleted from the Secondary Road System, and
WHEREAS, the Board of County Commissioners is of the opinion that the above described road should
be deleted from the Secondary Road System.
NOW, THEREFORE, be it resolved by the Board of County Commissioners of the County of
Union that the Division of Highways is hereby requested to review the above described road, and
to abandon the road for maintenance.
CERTIFICATE
The foregoing resolution was duly adopted by the Board of Commissioners of the County of
Union at a meeting on the 4th day of May , 2026 .
WITNESS my hand and official seal this the day of , 20 .
Official Seal Clerk, Board of Commissioners
County:
PLEASE NOTE:
Forward direct with request to the District Engineer, District 3, Division of Highways
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22
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-235 Agenda Date:5/4/2026
TITLE:..title
Appointments to the Transportation Advisory Board
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
ACTION REQUESTED:
Appoint recommended representatives to the Union County Transportation Advisory Board.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The North Carolina Department of Transportation (NCDOT) requires that all Transit Systems have an
Advisory Board in place comprised of stakeholders from the service area who have an interest in the
services being provided by the Transit Systems. The Transportation Advisory Board (TAB) serves as
a steering committee and is expected to discuss unmet needs in the service area, service design,
billing rates and fares, and to offer assistance in resolving customer complaints. The Board must
include representatives from the elderly, minority, limited English proficiency, disabled and/or low-
income populations, or include individuals that represent these consumer groups and are able to
encourage the transit system to be more sensitive to the needs of these diverse groups when
necessary. The TAB is required to meet at a minimum on a quarterly basis as one means of seeking
public involvement. Union County has adopted a framework for up to 18 members/positions with 13
positions currently filled.
The following individuals have indicated an interest in serving and were unanimously approved by the
TAB.
1.Kimberly Jordan
2.Nicole Myers
3.Rasheen Rorie
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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Union County Transportation Advisory Board Appointment Recommendations
April 2026
Kimberly (Kim) Jordan has been with NC Division of Health & Human Services for
over 15 years. She began working with NC Division of Services for the Blind and is
currently working with Employment and Independence for People with Disabilities
(EIPD), formerly Vocational Rehabilitation. She began working in Union County with
EIPD as a Rehabilitation Counselor, since November 2019. Kim enjoys spending
quality time with her 4 grandchildren, either watching their football and soccer games,
planting a potted garden, or watching their favorite movies.
Nicole (Nikki) Myers is the Director of Compass Education at South Piedmont
Community College, where she serves the IDD population. She is passionate about her
students. Nikki works with students to increase their academic skills which helps
prepare them for further education and/or employment. She has been in this position at
SPCC for 3 years. Prior to this, she worked at UCPS for 17 years. Nikki has been
married to her husband, Rich, for 31 years and has lived in Union County for 27 years.
She has 2 daughters and one grandson. She's an active member of her church and
serves on the Special Olympics steering committee for Union County.
Rasheen Rorie is the Program Manager for Medicaid in the Union County Human
Services Agency’s Department of Social Services. In her role she utilizes her
organizational management skills to encourage autonomy to foster confidence and
accountability with her teams. She works to provide quality customer service internally
and externally within human services. On a daily basis she utilizes problem-solving
skills and conflict resolution to address the various needs of the employees and
clients. Rasheen has been with the Human Services Agency since 2016 working in
both Food and Nutrition Services and Medicaid programs. She has over 7 years of
experience in mental health and substance field. Rasheen brings a wealth of
knowledge from working in the public and private sector. She has her master’s in
business administration and is currently pursuing her master’s in social work at
Wingate University.
24
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-239 Agenda Date:5/4/2026
TITLE:..title
Amendment to the Library Board of Trustees Bylaws
INFORMATION CONTACT:
Nina Chaffin, Library, Director, 704-283-3561
ACTION REQUESTED:
Approve the amendment to Article VII, Paragraph 1 of the Union County Library Board of Trustees
bylaws to reduce the required number of meetings from ten (10) per year to six (6) per year.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
At its regular meeting on March 17, 2026, the Union County Library Board of Trustees discussed the
current frequency of its regularly scheduled meetings. During this discussion, members noted that
several meetings throughout the year did not include actionable items requiring Board consideration,
prompting concerns about the efficient use of time and resources.
As a result, the Library Board considered amending its bylaws to better align meeting frequency with
operational needs. The Library Board of Trustees unanimously approved a revision to Article VII,
Paragraph 1, reducing the number of required meetings from ten (10) per year to six (6) per year, to
be held on a bi-monthly basis.
Because the Board of County Commissioners maintains oversight authority of the Library Board of
Trustees, this proposed bylaw amendment is being presented for the Commissioners’ review and
approval.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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Union County Public Library
Board of Trustees Bylaws
Article 1. Name
The Board of County Commissioners has established the Board of Trustees of the Union County
Public Library (hereinafter referred to as the “Board”, the “Board of Trustees” or the “Library
Board”), according to the provisions of North Carolina General Statute 153A-265, and has
delegated to the Board of Trustees the authority described in these Bylaws.
Article 2. Purpose
The purpose of the Board of Trustees shall be to formulate and adopt, with assistance of the
professional library director (hereinafter known as the Director), policies for the delivery of
library services for all inhabitants of Union County, North Carolina, and to advise the Board of
County Commissioners on matters of library development.
Article 3. Members
The Board of Trustees shall be composed of nine members, appointed by the Union County
Board of Commissioners. All members must be residents of Union County and shall be chosen
from the populace with reference to their qualifications of such office.
One person shall be appointed to represent each of the following regions:
Marshville Region – Marshville and eastern Union County
Monroe Region – City of Monroe and central Union County
Weddington Region -- including Marvin and Wesley Chapel
Waxhaw Region -- including Mineral Springs and southwestern Union County
Union West Region -- Indian Trail, Stallings, Lake Park, Hemby Bridge
Fairview Region – including Unionville and northwestern Union County
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Three seats shall be at-large seats, and the person filling each of these seats may be a resident
of any region of the County.
The Union County Board of Commissioners shall designate one of its own members to serve ex-
officio on the Library Board. The Commissioner shall serve as a liaison and shall have no vote.
Such member from the Board of Commissioners shall serve a term of one year to begin in the
month of January.
The Union County Board of Commissioners may remove any member appointed to the Board of
Trustees for incapacity, unfitness, misconduct, or neglect of duty. Failure to attend at least two-
thirds of regularly scheduled meetings per year shall be interpreted as neglect of duty. Prior to
the meetings, the secretary shall be notified of inability to attend.
Members of the Board shall serve without compensation.
Article 4. Terms
Members shall be appointed for two-year terms. Four members shall be appointed in January
of odd-numbered years and five members shall be appointed in January of even-numbered
years.
All vacancies on the Board shall be immediately reported by the Board of Trustees to the Union
County Board of Commissioners, which shall fill the unexpired term for the vacant seat.
Article 5. Quorum
A quorum for the transaction of business at any meeting shall consist of five members. In the
event a quorum is not present, any emergency action deemed necessary shall be taken with
such action subject to ratification by a quorum at a called special meeting or at the next regular
meeting.
Article 6. Officers
The officers shall be a chairperson and a vice-chairperson elected from among the appointed
trustees at the annual meeting of the Board of Trustees.
Officers shall be elected to serve a term of one year or until their successors are duly elected.
The Chairperson shall preside at all meetings of the Board, authorize calls for any special
meetings of the Board, appoint all committees, execute all documents authorized by the
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3
Board, serve as ex-officio member of all committees, and generally perform all duties associated
with that office.
The Vice-Chairperson, in the event of the absence or disability of the Chairperson, or vacancy in
that office, shall assume and perform the duties and functions of the Chairperson.
The Director, as Secretary, shall keep a true and accurate record of all meetings of the Board,
shall issue notices of all regular and specially called meetings of the Board, and shall perform
such other duties as generally associated with the office of Secretary.
The Director shall make pertinent financial reports at regular board meetings.
Article 7. Meetings
There shall be at least six regular meetings of the Board of Trustees each year, held at a regular
time and announced to the public via the Union County website. In addition, the schedule for
regular meetings shall be filed with the Clerk to the Board of Commissioners.
The annual meeting shall be held at the time of the regular meeting in January of each year.
Special meetings shall be called at the direction of the Chairperson, or at the request of a
majority of the Board, for the transaction of business as stated in the call for the meeting. Public
notice of special meetings shall be given at least forty-eight hours before the meeting in
accordance with the provisions found in North Carolina’s open meetings law.
All meetings are open to the public except for matters in which a closed session is permissible
under North Carolina law.
The order of business for regular meetings shall include, but not be limited to the following
items: (a) Call to order (b) Adoption of the Agenda (c) Public Comment period (d)
Presentation to the Board (e) Disposition of minutes of previous meeting (f) Report of the
Director (g) Committee Reports (h) Communications (i) Unfinished Business (j) New
Business (k) Announcements (l) Adjournment.
Meetings shall be conducted according to standard conventions of Parliamentary Procedure.
The rules contained in Suggested Rules of Procedure for Small Local Government Boards shall
govern the Board in all cases in which they are applicable, and in which they are not inconsistent
with the Bylaws.
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4
Article 8. Powers & Duties of the Library Board
In accordance with North Carolina General Statute 153A-266, the following powers and duties
are delegated to the Library Board:
To formulate and adopt programs and policies for the government of the Library which are
consistent with state and federal statutes and regulations, and with Union County policies; and
which assure public access to library resources and protection of County property.
To make recommendations to the Board of County Commissioners concerning construction and
improvements of library buildings and the other structures for the library system.
To advise the County Manager on the appointment of a Library Director, who holds or is eligible
for a North Carolina Public Librarian Certificate, as required by the State Aid eligibility
requirements.
To establish a schedule of fines and charges for the late return, failure to return, damage to, and
loss of library materials, and to take other measures to protect and regulate the use of library
resources.
To extend the privileges and use of the library system to nonresidents on terms prescribed by
the Board.
To otherwise advise the Board of County Commissioners on library matters.
To make an annual report on the operations of the Library to the Board of County
Commissioners and to make an annual report to the Department of Cultural Resources as
required by N.C.G.S. 125-5.
In accordance with N.C.G.S. 153-263(3), the Library Board shall make recommendations to the
Board of County Commissioners regarding the acquisition of real property for the public library
system.
Article 9. The Library Director
Employees of the Union County Public Library shall be employed in accordance with the
Personnel Resolution adopted by the Union County Board of Commissioners.
The Director shall be responsible for adherence to the personnel policies of the County; for the
direction and supervision of the staff; for the care and maintenance of the physical library
property; for the adequate and proper selection of materials in keeping with stated library
policies; for the efficiency of library services to the County inhabitants; for the financial
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5
operation within the limitations of budgeted appropriations; and for providing financial, staffing,
and operations reports and information to the County Commissioners as they require.
The Director shall keep the Library Board and the Board of County Commissioners abreast of all
matters system-wide.
The Library Director may be terminated in accordance with the Union County Personnel
Resolution.
Article 10. Amendment
These Bylaws may be amended by a majority vote of members present at a regular meeting of
the Board of Trustees at which a quorum is present, provided that the proposed amendment
was made known to all members in the call for the meeting.
Article 11. Approval
These Bylaws, and any amendments thereto, are subject to the approval of the Board of County
Commissioners.
30
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-157 Agenda Date:5/4/2026
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 4/21/2026Page 1 of 1
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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 ManagerLynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
2026 Jason May
FY 2026 April 06, 2026
32
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-234 Agenda Date:5/4/2026
TITLE:..title
Bid Award and Construction Contract - Detention Center Walk-in Freezer and Cooler Replacement
INFORMATION CONTACT:
Linda Whitaker, Facilities and Fleet Management, Assistant Director Design and Construction, 704-
420-2626
ACTION REQUESTED:
1) Award construction contract to Garmon Mechanical Service, Inc. in the amount of $159,392.10; 2)
authorize the County Manager to, i) negotiate and execute an agreement with Garmon Mechanical
Service, Inc. substantially consistent with this agenda item, ii) exercise any renewal or extension term
options set forth in the agreement, and iii) terminate the agreement if deemed in the best interest of
Union County, each in the County Manager’s discretion; and 3) adopt Resolution Providing Notice of
Construction of the Detention Center Walk-in Freezer and Cooler Replacement project.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The existing walk-in freezer and cooler serving the detention center are at the end of their service life.
The project consists of the complete removal of the existing walk-in freezer and cooler units and the
installation of new insulated wall and ceiling panels, insulated walk-freezer and cooler doors and a
new refrigeration system to better serve the detention center.
On January 26, 2026, Procurement and Contract Management partnered with Facilities and Fleet
Management to issue an Invitation for Bid IFB 2026-051 Detention Center Walk-in Freezer and
Cooler and Replacement. On March 10, 2026, two (2) bids were received. Because less than three
(3) bids were received, the bids remained sealed and returned to the bidders. On March 10, 2026,
IFB 2026-051 was issued to rebid the project. On March 25, 2026, (3) bids were received for the
titled project. All bids were tabulated, reviewed and certified by Facilities and Fleet Management. The
bids ranged from $159,392.10 - $287,888.34. Staff recommend the project be awarded to the lowest,
responsive, responsible bidder, Garmon Mechanical Service, Inc., in the amount of $159,392.10.
FINANCIAL IMPACT:
Funding is available within the adopted capital account Union County Jail Block Renovations,
40080112, to support the construction contract amount of $159,392.10.
Union County, NC Printed on 4/21/2026Page 1 of 1
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4
Union County, North Carolina
IFB 2026-051 Detention Center Walk-In Freezer and Cooler Replacement
1 NOTICE OF ADVERTISEMENT
Union County, North Carolina
IFB No. 2026-051
Detention Center Walk-In Freezer and Cooler Replacement
Sealed bids for a Union County Detention Center Walk-In Freezer will be received by the Union
County Procurement Department until 2:00 PM local time on February 25, 2026, at the Union
County Procurement Department, 610 Patton Avenue, Monroe, NC 28110, at which time the bids
will be opened and read aloud. 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
– 2026-051” and shall be addressed to Union County Procurement Department, Attn: Juan
Rodriguez-Cruz, 610 Patton Avenue, Monroe, NC 28110.
A Non-Mandatory Pre-Bid Meeting and Site Visit will be held on February 10, 2026, at 9:30 AM
local time at the Union County Detention Center, 3344 Presson Road, Monroe NC 28110.
Attendance at this meeting is strongly encouraged.
Project Scope of Work: Complete removal of existing walk-in freezer and cooler units, site
preparation, installation of new insulated panels for walls and ceiling, installation of new doors,
installation of a new refrigeration system, electrical connections, proper sealing and caulking, and
final testing and clean-up; ensuring compliance with local building codes and food safety
standards throughout the process.
Copies of the solicitation may be obtained free of charge from the locations listed below:
1. Download the Solicitation 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 eVP website:
https://evp.nc.gov/solicitations/ (Search County of Union)
Bidders must have a Class 1 Refrigeration License and Electrical License to do work in the State of
North Carolina.
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 February 17, 2025, at 3:00 PM local time.
Bidders are required to comply with the non-collusion requirements set forth in the Bidding Documents.
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.
Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and
Small Businesses.
34
Invitation for Bid No. 2026-051
Detention Center Walk-in Freezer and cooler
Replacement
ADDENDUM No. 1
ISSUE DATE: February 19, 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.
35
Page 2 of 2 Union County, North Carolina IFB 2026-051 Detention Center Walk-in Freezer and cooler Replacement
A) Delete/Add/Replace Section
1. Delete: IFB Due Date of February 25, 2026, throughout the IFB document and
REPLACE with the new IFB Due Date of March 10, 2026, at 2:00 PM EST throughout
the IFB document.
*************************************************************************************************** END OF ADDENDUM No.1
36
Invitation for Bid No. 2026-051
Detention Center Freezer and Cooler Replacement
ADDENDUM No. 2
ISSUE DATE: February 25, 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.
37
Page 2 of 3
Union County, North Carolina
Addendum No. 2 IFB 2026-051 Detention Center Freezer and Cooler Replacement
Delete/Add/Replace Section
1. Add- Approved Alternate Equipment
This Addendum is issued to provide clarification regarding alternate equipment
submissions. All other terms, conditions, and specifications of IFB No. 2026-051 remain
unchanged.
o The County has received a request to consider alternate walk-in cooler/freezer
equipment.
o Manufacturers utilizing Extruded Polystyrene (XPS) insulation panels may be
submitted as an alternate provided the proposed equipment meets or exceeds all
performance requirements outlined in Section 6 – Specifications of the IFB,
including but not limited to the following:
Minimum 4-inch insulation thickness.
Flame spread and smoke developed ratings meeting applicable code requirements.
R-value equal to or greater than specified performance criteria.
Compliance with NSF, UL, DOE, and all applicable building and food safety codes.
Refrigeration components meeting or exceeding specified capacity, voltage, defrost type,
refrigerant, and efficiency requirements.
Manufacturer literature provided (Amerikooler architectural specifications and associated
refrigeration submittals) is attached for informational purposes only. The inclusion of such
materials does not constitute endorsement of any specific manufacturer.
Any bidder proposing alternate equipment must clearly identify deviations from the
original specifications in accordance with Section 6.16 – Deviations. Proposed alternates
will be evaluated for responsiveness and compliance during the bid review process.
Delete- Original appendix A and replace with Updated Appendix A.
Addendum 2 Attachments- Manufacturer literature at the end of addendum
38
Page 3 of 3
Union County, North Carolina
Addendum No. 2 IFB 2026-051 Detention Center Freezer and Cooler Replacement
Question/Answer Section
1. Question: What are the procedures for crews to check in and what hours are we allowed
to work on site?
Answer: Per Section 7.5 of IFB 2026-051, all personnel working on-site at the Detention
Center are subject to a background check. A Non-Disclosure Agreement (Appendix E)
must be submitted and approved prior to beginning work. Contractors must provide a
daily tool list before starting work, and additional access procedures will be coordinated
with the Sheriff’s Office.
Per Section 5 (Scope), approved work hours are Monday through Friday, 7:00 a.m. to
5:00 p.m. Work on County holidays is not permitted. Noisy work shall not begin before
8:00 a.m. Weekend work requires prior approval from Union County Facilities and Fleet
Management. Alternative work hours may be negotiated with the County if approved in
advance.
2. Question: could you confirm if those are the two boxes?
Answer: There are three units in the area now one freezer and two coolers units
Two units are going back in. One freezer unit and One cooler unit.
3. Question: One was the combo and the other was just the cooler?
Answer: The new units will be one freezer unit and one cooler unit. See in the
specifications 6.1 for the Freezer unit and 6.2 is written for the Cooler unit.
End of Addendum No. 2
39
21 Union County, North Carolina IFB 2026-051 Detention Center Walk-In Freezer and Cooler Replacement
9 APPENDIX A – BID FORM
IFB No. 2026-051 Detention Center Walk-In Freezer and Cooler Replacement
SUBMIT WITH BID
Name of Bidder: _____________________________________________________________________
The undersigned Bidder hereby declares that he has carefully investigated the scope of work and
having thoroughly familiarized himself with the Contract Documents relative hereto and has read all special provisions furnished prior to the opening of the bids; that he has satisfied himself relative to the work to be performed. The bidder further declares that he and his subcontractors
have fully complied with NCGS 64, Article 2 in regard to E-Verification as required by N.C. General Statute 143-129(j). The bidder agrees to hold the proposed bid price for 90 days.
The bidder proposes and agrees if this proposal is accepted, to contract with Union County Government, in the form of contract specified, to provide all necessary labor, equipment, materials, machinery, tools, apparatus, transportation, services, fees, permits, etc., to complete the construction of Union County Detention Center Walk-In Freezer and Cooler Replacement all
in accordance with the aforementioned Contract Documents to the full and entire satisfaction of Union County Government, with definite understanding that no money will be allowed for extra work except for the lump sum.
Provide 5% of the base bid price as an Owner contingency allowance and provide a Total Base Bid Price. Any funds not used from this allowance will be returned to the Owner by deduct change order.
This Bid Form must be completed in its entirety as-is and submitted with bid. The Total Bid is considered a turn-key cost for the completion of this project. Bidder’s may not write-in exceptions
or additional expenses.
Description
Estimated
Days Unit Cost Base Bid
Trenton - M/ TEZA025L8HT3DF, 2.5 HP, Low Temp
Refrigeration Condensing Unit 208/230 3P. N/A
Trenton – M/TPLP211LES2DR6, 2 Fan Evap., 11000
BTU, Low Temp Electric Defrost 208/230 1P. N/A
Trenton – M/TEZA008H8HT3DB, .8 HP Refrigeration
Condensing Unit 208/230 3P. N/A
Trenton – M/TPLP209MAS1DR6, 2 Fan Evap., 9000
BTU 115 V 1P. N/A
Labor N/A
Freezer/Cooler Rental Per Day
Other
Base Bid:
5% of Base Bid =Owner's Contingency:
Base Bid + Contingency = Total Bid:
40
General Arrangement
-SPECIFICATION-
Box Height: Cooler 8'-2 1/4" (7'-6 1/4" Interior)
Insulation: 4" thick AK-XPS4 Extruded foam UL classified core flame
spread 15, Smoke rating less than 165
Compartment 1 - Cooler
D1 - (1) Standard 36" x 76" Left hinged flush door with brushed
hardware. Interior & Exterior finish: 26 Ga. Stucco Embossed
Acrylume. 36" kickplates to interior and exterior of door. Heavy
duty deadbolt handle latch with 1/4 turn inside release. 75LC
Modularm Multi-Monitor Controller with Temparature Probe and
Door Open/Close Sensor for Coolers or Freezers Wired and Installed
with MD-1 Motion sensor, IP-1 Panic button/light, 75LC Wireless
Mod , 75LC Wireless Communicator. 1807 11w, Vapor Proof, 120V.
LED fixture. 82 Lumens /watt Angled face . Requires 115vac. 1
amps.
With third hinge, 12 x 12 heated frame & glass viewing window,
Internal Ramp 24" deep x 36" wide
Refrigeration:
(1) 1 HP Bohn DOE Compliant Outdoor Condensing Unit, Model
BCH0010MBACZA0000, 208-230/1/60, MCA 15 Amps, BTUH 9700,
Medium Temperature, Scroll, Air-cooled, R-448A, This refrigeration
system is designed and certified for use in walk-in cooler
applications - A
(1) Bohn DOE Compliant BEL0095AS6AMAB0200, 115/1/60, Low
Profile Air Defrost, 1.8 Fan Amps with 2-Speed EC Motor (Totally
Enclosed) motor
(1) Extended 4 year compressor Warranty
By signing the approval print document, you confirm that all dimensions and
specifications are accurate. Once approved, your order will be scheduled for
production. Please note that any changes made after approval will incur additional
cost and may affect the scheduled ship date.
Customer Approval:
________________________________
Quote No : 26-05065 Revision :
Project : Union County Detention Center Date : 02/19/2026
Customer : All Bids (IFS) Page 1 of 4
41
Wall Elevation
-SPECIFICATION-Continued
Wall Panels
Interior Finish: 26 Ga. Stucco Embossed Acrylume
Exterior Finish: 26 Ga. Stucco Embossed Acrylume
Ceiling Panels
Interior Finish: 26 Ga. Stucco Embossed Acrylume
Exterior Finish: 26 Ga. Stucco Embossed Acrylume
Floor Panels
NSF Floor panel rated for 1250 LBS/ SQ. FT.
20 Ga. Stainless Steel Type 304 Textured Integral. Reinforced with
coated 0.5" plywood underlay
Application: Hand Trucks, Dunnage Racks, Beer Kegs, Log Carts,
Dollie Carts
Accessories Shipped Loose
(1) 48" LED LIGHT STRIP FIXTURE 96 LUMENS /WATT 120VAC, 0.33
AMPS - TEMP RANGE: -30°F-104°F, SHIP LOOSE RECOMMENDED
ONE FIXTURE EVERY 144 SQ. FT. AT 12' HIGH
Notes:
* Allow a minimum of 2" clearance around all sides of the walk-in
for proper air circulation
Customer Approval:
________________________________
Quote No : 26-05065 Revision :
Project : Union County Detention Center Date : 02/19/2026
Customer : All Bids (IFS) Page 2 of 4
42
D1
Quote No : 26-05065 Revision :
Project : Union County Detention Center Date : 02/19/2026
Customer : All Bids (IFS) Page 3 of 4
43
44
General Arrangement
-SPECIFICATION-
Box Height: Freezer 8'-2 1/4" (7'-6 1/4" Interior)
Cooler 8'-2 1/4" (7'-6 1/4" Interior)
Insulation: 4" thick AK-XPS4 Extruded foam UL classified core flame
spread 15, Smoke rating less than 165
Compartment 1 - Freezer
D1 - (1) Standard 36" x 76" Left hinged flush door with brushed
hardware. Interior & Exterior finish: 26 Ga. Stucco Embossed
Acrylume. 36" kickplates to interior and exterior of door. Energy
saving temperature regulating thermostat heater wire and heated
relief vent. Heavy duty deadbolt handle latch with 1/4 turn inside
release. 75LC Modularm Multi-Monitor Controller with
Temparature Probe and Door Open/Close Sensor for Coolers or
Freezers Wired and Installed with MD-1 Motion sensor, IP-1 Panic
button/light, 75LC Wireless Mod , 75LC Wireless Communicator.
1807 11w, Vapor Proof, 120V. LED fixture. 82 Lumens /watt Angled
face . Requires 115vac. 2.2 amps.
With third hinge, 12 x 12 heated frame & glass viewing window,
Internal Ramp 24" deep x 36" wide
By signing the approval print document, you confirm that all dimensions and
specifications are accurate. Once approved, your order will be scheduled for
production. Please note that any changes made after approval will incur additional
cost and may affect the scheduled ship date.
Customer Approval:
________________________________
Quote No : 26-05067 Revision :
Project : Union County Detention Center Date : 02/19/2026
Customer : All Bids (IFS) Page 1 of 4
45
Wall Elevation
-SPECIFICATION-Continued
Refrigeration:
(1) 3 HP Bohn DOE Compliant Outdoor Condensing Unit, Model
BCH0030LBACZA0000, 208-230/1/60, MCA 37.5 Amps, Low
Temperature, Scroll, Air-cooled, R-448A, This refrigeration system is
designed and certified for use in walk-in freezer applications -
AWEF3.15, 1 (9058 Btu/hr @ -10°F room temperature and 95°F
ambient)
(1) Bohn DOE Compliant BEL0080BS6EEAB0200, 208-230/1/60, Low
Profile Electric Defrost, 1 Fan Amps with 1-Speed EC Motor (Totally
Enclosed) motor
(1) Extended 4 year compressor Warranty
Wall Panels
Interior Finish: 26 Ga. Stucco Embossed Acrylume
Exterior Finish: 26 Ga. Stucco Embossed Acrylume
Ceiling Panels
Interior Finish: 26 Ga. Stucco Embossed Acrylume
Exterior Finish: 26 Ga. Stucco Embossed Acrylume
Floor Panels
NSF Floor panel rated for 1250 LBS/ SQ. FT.
20 Ga. Stainless Steel Type 304 Textured Integral. Reinforced with
coated 0.5" plywood underlay
Application: Hand Trucks, Dunnage Racks, Beer Kegs, Log Carts,
Dollie Carts
Customer Approval:
________________________________
Quote No : 26-05067 Revision :
Project : Union County Detention Center Date : 02/19/2026
Customer : All Bids (IFS) Page 2 of 4
46
D2
D1
Quote No : 26-05067 Revision :
Project : Union County Detention Center Date : 02/19/2026
Customer : All Bids (IFS) Page 3 of 4
47
48
Page 1 of 8
BCH0030LBACZA0000 - SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:1000
Submitted On:-
Submitted From:-
Tag:-
For Record For Approval By:_____________________________________________Date:_______________________
General Product Information
Product Family:HTS
Application:Outdoor
Temperature Range:Low Temp
Voltage: (Volts/Ph/Hz)208-230/1/60
Refrigerant Type:R448A
Piping:Standard
Compressor Brand:Copeland
Compressor Type:Scroll
Compressor Hp:3
Compressor Model:ZF09K4E-PFV-231
Number of Compressor(s):1
Coil Type:Microchannel
Technical Information
Performance Data
Ambient
Temperature (°F)
Saturated Suction
Temperature (°F)
Application Capacity*
(BTU/H)
Altitude
(ft)
AWEF Value
95 -20 9,120 0 3.15
Electrical Data
Compressor(s)Fan Motor(s)Electric Ratings
RLA LRA Quantity Hp FLA Defrost
Type
High or
Low Amps?
Number of
Contactors
MCA MOPD Evap.Fan
Amps
Defrost
Heater
Amps
12.8 88 2 1/15 1 AIR DEFROST --20 25 --
Unit Specifications
Connections (in.)Receiver 90% Full (lbs)
Liquid Line Suction Standard Over Sized
Fan Blade(s)
Diameter
(in)
Sound Data
(dB)
Approx. Net
Weight
(lbs)
0.5 0.875 14 20 14 64 239
Dimensional Drawing(s)
49
Page 2 of 8
BCH0030LBACZA0000 - SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:1000
Submitted On:-
Submitted From:-
Tag:-
Standard Features
CABINET AND CONSTRUCTION
MICROCHANNEL COIL TECHNOLOGY STANDARD ON ALL UNITS•
PAINTED STEEL CABINETS FOR SUPERIOR STRENGTH AND CORROSION
PROTECTION
•
HEAVY DUTY, STEEL, 1-1/2” TALL BASE•
SERVICEABILITY
SUCTION SERVICE VALVES FOR HERMETIC AND SCROLL COMPRESSORS
LOCATED OUTSIDE THE CABINET FOR QUICK INSTALLATIONS.
•
RECEIVER WITH FUSIBLE PLUG, LIQUID SHUTOFF VALVE AND CHARGING PORT IS
STANDARD
•
LARGE ELECTRICAL PANEL FOR EASE OF ACCESS•
PREFABRICATED WIRING HARNESSES FOR TIGHT CRIMP CONNECTIONS AND
CONSISTENT LABELING
•
UNIT STAYS ON IF THE HOOD IS REMOVED FOR SERVICING•
SIGHT GLASS IS EASILY VIEWABLE•
QUALITY
ALL UNITS ARE COMPLETELY LEAK TESTED IN A HELIUM ENVIRONMENT, BUMP
TESTED AND ALLOWED TO CYCLE OFF ON THE HIGH AND LOW PRESSURE
CONTROL. EACH UNIT HAS A COPY OF THE RUN DATA SHIPPED INSIDE THE
ELECTRICAL PANEL
•
ELECTRICAL CIRCUITS ARE COMPLETELY CHECKED FOR CONTINUITY•
PIPING IS LAID OUT TO MINIMIZE STRESS AND VIBRATION AND IS PRE-BENT TO
ELIMINATE LEAKS
•
ENCAPSULATED, AUTO-RESET, HIGH AND LOW PRESSURE CONTROLS TO
ELIMINATE LEAKS (ADJUSTABLE LOW PRESSURE CONTROL STANDARD)
•
Options
Mounted Options
BRAND LABEL OPTION - BOHN•Defrost Timer Options - NO TIMER•
Pressure Options - ADJUSTABLE LOW - FIXED HIGH•Motor - FIXED SPEED EC•
Crankcase Heater - CRANKCASE HEATER•Phase Loss Monitor - NONE•
Fused Disconnect - NO FUSED DISCONNECT•Cabinet Selection - Painted•
Coil Selection - MICROCHANNEL COIL•Receiver Options - STANDARD•
Liquid Line Options - FILTER DRIER AND SIGHT GLASS•Suction Line Options - SUCTION TUBE ONLY•
Discharge Line Options - HEAD PRESSURE VALVE 100#•PRE-CHARGE OPTIONS - None•
BASE LEG BRACKET OPTIONS - None•HAIL GUARD - None•
COMPLIANCE - DOE COMPLIANT•
Minimum Unit Clearances
Notes
* Capacities shown are Application Capacities reflecting nominal operation at 10°F TD. For models within the scope of the DOE AWEF (Annual Walk-in Energy Factor) standard, the Net Capacity
is determined by the AHRI 1250 test method. DOE will publish this compliance data at www.regulations.doe.gov
*Only refrigerants in compliance with New York state regulations can be used in the state of New York.
50
Page 3 of 8
BEL0080BS6EEAB0200 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:2000
Submitted On:-
Submitted From:-
Tag:-
For Record For Approval By:_____________________________________________Date:_______________________
General Product Information
Product Family:BEL
Defrost Type: Electric
Voltage: (Volts/Ph/Hz)208-230/1/60
Refrigerant Type:R448A
Motor type EC
Number of Fans:2
Fan HorsePower 1/20
Fins per Inch 6
Technical Information
Performance Data
Capacity Air Flow
Air Throw (ft)
AWEF Value
TD
(°F)
SST
(°F)
Application Capacity*
(BTU/H) CFM Fan Diameter
(in.) Standard w/Collar
Altitude
(ft)
Cooler > 32 Freezer <= 32
10 -20 8,400 1371 12 --0 N/A 4
Electrical Data
Fan Motor(s)Defrost Heater(s)Drain pan Heater(s) HG
Watts Amps Watts Amps Watts Amps
118 1 2100 9.1 --
Unit Specifications
Connections (in.)
Coil Inlet Suction External Equalizer Drain Side Port Hot Gas Drain Pan
Approx. Net
Weight
(lbs)
1/2 5/8 1/4 3/4 --54
Dimensional Drawing(s)
51
Page 4 of 8
BEL0080BS6EEAB0200 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:2000
Submitted On:-
Submitted From:-
Tag:-
Standard Features
EASE OF INSTALLATION SERVICE
ALL ELECTRICAL COMPONENTS FACTORY WIRED TO TERMINAL BOARD AND
IDENTIFIED, MAKING IT EASY TO FIELD WIRE THE UNIT
•
CABINET DESIGN FEATURES HINGED, REMOVABLE FRONT ACCESS PANELS ON
EACH SIDE FOR EASY ACCESS TO ELECTRICAL AND REFRIGERATION
COMPONENTS
•
LIQUID LINE SOLENOID WIRE HARNESS IS FACTORY-INSTALLED FOR QUICK
INSTALLATION
•
MOTORS PLUG INTO WIRING HARNESS FOR EASIER SERVICING•
HINGED, REMOVABLE DRAIN PAN FOR EASY AND SAFE ACCESS•
PRE-DRILLED HOLES ON THE BACK OF THE UNIT FOR ROOM THERMOSTAT•
QUICK REMOVAL FAN GUARD/MOTOR ASSEMBLY FOR EASY SERVICE OR
REPLACEMENT OF AIR MOVER PARTS
•
PERFORMANCE
INTERNAL PANELS ARE ISOLATED FOR QUIET OPERATION•
INTERNALLY ENHANCED TUBING AND FIN DESIGN FOR HIGHER EFFICIENCY•
EC MOTORS STANDARD ON ALL MODELS FOR IMPROVED UNIT EFFICIENCY•
RELIABLE DURABLE
HEAVY GAUGE GRAINED ALUMINUM CABINET CLEANS EASILY AND LOOKS
ATTRACTIVE
•
MOLDED FAN GUARD AND ACCESS PANELS ARE MADE OF STRONG, DURABLE,
AND NSF AND UL SANITATION RATED PLASTIC MATERIAL
•
SWEAT CONNECTIONS TO REDUCE POTENTIAL FOR LEAKS•
VERSATILE
LARGE DIAMETER DRAIN HOLE (3/4 " ID) IS LOCATED TOWARDS THE BACK OF THE
UNIT
•
MINIMAL HEIGHT OF THE LOW PROFILE SERIES MAKES IT IDEAL FOR LOW CEILING
COOLERS
•
Options
Mounted Options
Cabinet Type - Stucco•Coil Mechanical Option - Intelligen•
Controller Option - Intelligen•Drain Pan Defrost Type - Electric•
Drain Pan Type - Stucco•DTFD Option - None•
Fan Blade - Standard•Fan Guard - Molded•
Coil Fin Material - Aluminium•Hot Gas External Piping - None•
UC Solenoid Voltage - None•Valve Part Number - E2V24BWAE0•
Nozzle PartNumber - L-1•
Minimum Unit Clearances
Notes
* Capacities shown are Application Capacities reflecting nominal operation at 10°F TD. For models within the scope of the DOE AWEF (Annual Walk-in Energy Factor) standard, the Net Capacity
is determined by the AHRI 1250 test method. DOE will publish this compliance data at www.regulations.doe.gov
52
Page 5 of 8
BCH0015MBACZA0000 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:3000
Submitted On:-
Submitted From:-
Tag:-
For Record For Approval By:_____________________________________________Date:_______________________
General Product Information
Product Family:HTS
Application:Outdoor
Temperature Range:Medium Temp
Voltage: (Volts/Ph/Hz)208-230/1/60
Refrigerant Type:R404A
Piping:Standard
Compressor Brand:Copeland
Compressor Type:Scroll
Compressor Hp:1.5
Compressor Model:ZS13KAE-PFV-118
Number of Compressor(s):1
Coil Type:Microchannel
Note : This equipment meets the regulatory requirements for hydrofluorocarbons as of the manufacturing date. Only those refrigerants approved in the state for specific end uses may be used.
Technical Information
Performance Data
Ambient
Temperature (°F)
Saturated Suction
Temperature (°F)
Application Capacity*
(BTU/H)
Altitude
(ft)
AWEF Value
95 25 17,540 0 7.6
Electrical Data
Compressor(s)Fan Motor(s)Electric Ratings
RLA LRA Quantity Hp FLA Defrost
Type
High or
Low Amps?
Number of
Contactors
MCA MOPD Evap.Fan
Amps
Defrost
Heater
Amps
10.8 56 2 1/15 1 AIR DEFROST --15 25 --
Unit Specifications
Connections (in.)Receiver 90% Full (lbs)
Liquid Line Suction Standard Over Sized
Fan Blade(s)
Diameter
(in)
Sound Data
(dB)
Approx. Net
Weight
(lbs)
0.5 0.875 14 20 14 63 230
Dimensional Drawing(s)
53
Page 6 of 8
BCH0015MBACZA0000 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:3000
Submitted On:-
Submitted From:-
Tag:-
Standard Features
CABINET AND CONSTRUCTION
MICROCHANNEL COIL TECHNOLOGY STANDARD ON ALL UNITS•
PAINTED STEEL CABINETS FOR SUPERIOR STRENGTH AND CORROSION
PROTECTION
•
HEAVY DUTY, STEEL, 1-1/2” TALL BASE•
SERVICEABILITY
SUCTION SERVICE VALVES FOR HERMETIC AND SCROLL COMPRESSORS
LOCATED OUTSIDE THE CABINET FOR QUICK INSTALLATIONS.
•
RECEIVER WITH FUSIBLE PLUG, LIQUID SHUTOFF VALVE AND CHARGING PORT IS
STANDARD
•
LARGE ELECTRICAL PANEL FOR EASE OF ACCESS•
PREFABRICATED WIRING HARNESSES FOR TIGHT CRIMP CONNECTIONS AND
CONSISTENT LABELING
•
UNIT STAYS ON IF THE HOOD IS REMOVED FOR SERVICING•
SIGHT GLASS IS EASILY VIEWABLE•
QUALITY
ALL UNITS ARE COMPLETELY LEAK TESTED IN A HELIUM ENVIRONMENT, BUMP
TESTED AND ALLOWED TO CYCLE OFF ON THE HIGH AND LOW PRESSURE
CONTROL. EACH UNIT HAS A COPY OF THE RUN DATA SHIPPED INSIDE THE
ELECTRICAL PANEL
•
ELECTRICAL CIRCUITS ARE COMPLETELY CHECKED FOR CONTINUITY•
PIPING IS LAID OUT TO MINIMIZE STRESS AND VIBRATION AND IS PRE-BENT TO
ELIMINATE LEAKS
•
ENCAPSULATED, AUTO-RESET, HIGH AND LOW PRESSURE CONTROLS TO
ELIMINATE LEAKS (ADJUSTABLE LOW PRESSURE CONTROL STANDARD)
•
Options
Mounted Options
BRAND LABEL OPTION - BOHN•Defrost Timer Options - NO TIMER•
Pressure Options - ADJUSTABLE LOW - FIXED HIGH•Motor - PSC•
Crankcase Heater - CRANKCASE HEATER•Phase Loss Monitor - NONE•
Fused Disconnect - NO FUSED DISCONNECT•Cabinet Selection - Painted•
Coil Selection - MICROCHANNEL COIL•Receiver Options - STANDARD•
Liquid Line Options - FILTER DRIER AND SIGHT GLASS•Suction Line Options - SUCTION TUBE ONLY•
Discharge Line Options - HEAD PRESSURE VALVE 150#•PRE-CHARGE OPTIONS - None•
BASE LEG BRACKET OPTIONS - None•HAIL GUARD - None•
COMPLIANCE - DOE COMPLIANT•
Minimum Unit Clearances
Notes
* Capacities shown are Application Capacities reflecting nominal operation at 10°F TD. For models within the scope of the DOE AWEF (Annual Walk-in Energy Factor) standard, the Net Capacity
is determined by the AHRI 1250 test method. DOE will publish this compliance data at www.regulations.doe.gov
*Only refrigerants in compliance with New York state regulations can be used in the state of New York.
54
Page 7 of 8
BEL0060AS6AMAB0200 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:4000
Submitted On:-
Submitted From:-
Tag:-
For Record For Approval By:_____________________________________________Date:_______________________
General Product Information
Product Family:BEL
Defrost Type: Air
Voltage: (Volts/Ph/Hz)115/1/60
Refrigerant Type:R448A
Motor type 2 SPEED EC
Number of Fans:1
Fan HorsePower 1/20
Fins per Inch 6
Technical Information
Performance Data
Capacity Air Flow
Air Throw (ft)
AWEF Value
TD
(°F)
SST
(°F)
Application Capacity*
(BTU/H) CFM Fan Diameter
(in.) Standard w/Collar
Altitude
(ft)
Cooler > 32 Freezer <= 32
10 25 7,800 610 12 --0 9 N/A
Electrical Data
Fan Motor(s)Defrost Heater(s)Drain pan Heater(s) HG
Watts Amps Watts Amps Watts Amps
55 0.85 ----
Unit Specifications
Connections (in.)
Coil Inlet Suction External Equalizer Drain Side Port Hot Gas Drain Pan
Approx. Net
Weight
(lbs)
1/2 5/8 1/4 3/4 --36
Dimensional Drawing(s)
55
Page 8 of 8
BEL0060AS6AMAB0200 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:4000
Submitted On:-
Submitted From:-
Tag:-
Standard Features
EASE OF INSTALLATION SERVICE
ALL ELECTRICAL COMPONENTS FACTORY WIRED TO TERMINAL BOARD AND
IDENTIFIED, MAKING IT EASY TO FIELD WIRE THE UNIT
•
CABINET DESIGN FEATURES HINGED, REMOVABLE FRONT ACCESS PANELS ON
EACH SIDE FOR EASY ACCESS TO ELECTRICAL AND REFRIGERATION
COMPONENTS
•
LIQUID LINE SOLENOID WIRE HARNESS IS FACTORY-INSTALLED FOR QUICK
INSTALLATION
•
MOTORS PLUG INTO WIRING HARNESS FOR EASIER SERVICING•
HINGED, REMOVABLE DRAIN PAN FOR EASY AND SAFE ACCESS•
PRE-DRILLED HOLES ON THE BACK OF THE UNIT FOR ROOM THERMOSTAT•
QUICK REMOVAL FAN GUARD/MOTOR ASSEMBLY FOR EASY SERVICE OR
REPLACEMENT OF AIR MOVER PARTS
•
PERFORMANCE
INTERNAL PANELS ARE ISOLATED FOR QUIET OPERATION•
INTERNALLY ENHANCED TUBING AND FIN DESIGN FOR HIGHER EFFICIENCY•
EC MOTORS STANDARD ON ALL MODELS FOR IMPROVED UNIT EFFICIENCY•
RELIABLE DURABLE
HEAVY GAUGE GRAINED ALUMINUM CABINET CLEANS EASILY AND LOOKS
ATTRACTIVE
•
MOLDED FAN GUARD AND ACCESS PANELS ARE MADE OF STRONG, DURABLE,
AND NSF AND UL SANITATION RATED PLASTIC MATERIAL
•
SWEAT CONNECTIONS TO REDUCE POTENTIAL FOR LEAKS•
VERSATILE
LARGE DIAMETER DRAIN HOLE (3/4 " ID) IS LOCATED TOWARDS THE BACK OF THE
UNIT
•
MINIMAL HEIGHT OF THE LOW PROFILE SERIES MAKES IT IDEAL FOR LOW CEILING
COOLERS
•
Options
Mounted Options
Cabinet Type - Stucco•Coil Mechanical Option - Intelligen•
Controller Option - Intelligen•Drain Pan Defrost Type - None•
Drain Pan Type - Stucco•DTFD Option - None•
Fan Blade - Standard•Fan Guard - Molded•
Coil Fin Material - Aluminium•Hot Gas External Piping - None•
UC Solenoid Voltage - None•Valve Part Number - E2V24BWAE0•
Nozzle PartNumber - L-1/2•
Minimum Unit Clearances
Notes
* Capacities shown are Application Capacities reflecting nominal operation at 10°F TD. For models within the scope of the DOE AWEF (Annual Walk-in Energy Factor) standard, the Net Capacity
is determined by the AHRI 1250 test method. DOE will publish this compliance data at www.regulations.doe.gov
56
Page 1 of 4
BCH0010MBACZA0000 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:1000
Submitted On:-
Submitted From:-
Tag:-
For Record For Approval By:_____________________________________________Date:_______________________
General Product Information
Product Family:HTS
Application:Outdoor
Temperature Range:Medium Temp
Voltage: (Volts/Ph/Hz)208-230/1/60
Refrigerant Type:R448A
Piping:Standard
Compressor Brand:Copeland
Compressor Type:Scroll
Compressor Hp:1
Compressor Model:ZS09KAE-PFV-118
Number of Compressor(s):1
Coil Type:Microchannel
Technical Information
Performance Data
Ambient
Temperature (°F)
Saturated Suction
Temperature (°F)
Application Capacity*
(BTU/H)
Altitude
(ft)
AWEF Value
95 25 9,700 0 7.6
Electrical Data
Compressor(s)Fan Motor(s)Electric Ratings
RLA LRA Quantity Hp FLA Defrost
Type
High or
Low Amps?
Number of
Contactors
MCA MOPD Evap.Fan
Amps
Defrost
Heater
Amps
9 40 1 1/15 0.5 AIR DEFROST --15 20 --
Unit Specifications
Connections (in.)Receiver 90% Full (lbs)
Liquid Line Suction Standard Over Sized
Fan Blade(s)
Diameter
(in)
Sound Data
(dB)
Approx. Net
Weight
(lbs)
0.375 0.625 9 -14 61 184
Dimensional Drawing(s)
57
Page 2 of 4
BCH0010MBACZA0000 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:1000
Submitted On:-
Submitted From:-
Tag:-
Standard Features
CABINET AND CONSTRUCTION
MICROCHANNEL COIL TECHNOLOGY STANDARD ON ALL UNITS•
PAINTED STEEL CABINETS FOR SUPERIOR STRENGTH AND CORROSION
PROTECTION
•
HEAVY DUTY, STEEL, 1-1/2” TALL BASE•
SERVICEABILITY
SUCTION SERVICE VALVES FOR HERMETIC AND SCROLL COMPRESSORS
LOCATED OUTSIDE THE CABINET FOR QUICK INSTALLATIONS.
•
RECEIVER WITH FUSIBLE PLUG, LIQUID SHUTOFF VALVE AND CHARGING PORT IS
STANDARD
•
LARGE ELECTRICAL PANEL FOR EASE OF ACCESS•
PREFABRICATED WIRING HARNESSES FOR TIGHT CRIMP CONNECTIONS AND
CONSISTENT LABELING
•
UNIT STAYS ON IF THE HOOD IS REMOVED FOR SERVICING•
SIGHT GLASS IS EASILY VIEWABLE•
QUALITY
ALL UNITS ARE COMPLETELY LEAK TESTED IN A HELIUM ENVIRONMENT, BUMP
TESTED AND ALLOWED TO CYCLE OFF ON THE HIGH AND LOW PRESSURE
CONTROL. EACH UNIT HAS A COPY OF THE RUN DATA SHIPPED INSIDE THE
ELECTRICAL PANEL
•
ELECTRICAL CIRCUITS ARE COMPLETELY CHECKED FOR CONTINUITY•
PIPING IS LAID OUT TO MINIMIZE STRESS AND VIBRATION AND IS PRE-BENT TO
ELIMINATE LEAKS
•
ENCAPSULATED, AUTO-RESET, HIGH AND LOW PRESSURE CONTROLS TO
ELIMINATE LEAKS (ADJUSTABLE LOW PRESSURE CONTROL STANDARD)
•
Options
Mounted Options
BRAND LABEL OPTION - BOHN•Defrost Timer Options - NO TIMER•
Pressure Options - ADJUSTABLE LOW - FIXED HIGH•Motor - FIXED SPEED EC•
Crankcase Heater - CRANKCASE HEATER•Phase Loss Monitor - NONE•
Fused Disconnect - NO FUSED DISCONNECT•Cabinet Selection - Painted•
Coil Selection - MICROCHANNEL COIL•Receiver Options - STANDARD•
Liquid Line Options - FILTER DRIER AND SIGHT GLASS•Suction Line Options - SUCTION TUBE ONLY•
Discharge Line Options - HEAD PRESSURE VALVE 150#•PRE-CHARGE OPTIONS - None•
BASE LEG BRACKET OPTIONS - None•HAIL GUARD - None•
COMPLIANCE - DOE COMPLIANT•
Minimum Unit Clearances
Notes
* Capacities shown are Application Capacities reflecting nominal operation at 10°F TD. For models within the scope of the DOE AWEF (Annual Walk-in Energy Factor) standard, the Net Capacity
is determined by the AHRI 1250 test method. DOE will publish this compliance data at www.regulations.doe.gov
*Only refrigerants in compliance with New York state regulations can be used in the state of New York.
58
Page 3 of 4
BEL0095AS6AMAB0200 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
Identity #:-
Project Location:-
Item #:2000
Submitted On:-
Submitted From:-
Tag:-
For Record For Approval By:_____________________________________________Date:_______________________
General Product Information
Product Family:BEL
Defrost Type: Air
Voltage: (Volts/Ph/Hz)115/1/60
Refrigerant Type:R448A
Motor type 2 SPEED EC
Number of Fans:2
Fan HorsePower 1/20
Fins per Inch 6
Technical Information
Performance Data
Capacity Air Flow
Air Throw (ft)
AWEF Value
TD
(°F)
SST
(°F)
Application Capacity*
(BTU/H) CFM Fan Diameter
(in.) Standard w/Collar
Altitude
(ft)
Cooler > 32 Freezer <= 32
10 25 10,000 1305 12 20 -0 9 N/A
Electrical Data
Fan Motor(s)Defrost Heater(s)Drain pan Heater(s) HG
Watts Amps Watts Amps Watts Amps
110 1.8 ----
Unit Specifications
Connections (in.)
Coil Inlet Suction External Equalizer Drain Side Port Hot Gas Drain Pan
Approx. Net
Weight
(lbs)
1/2 5/8 1/4 3/4 --51
Dimensional Drawing(s)
59
Page 4 of 4
BEL0095AS6AMAB0200 -
SUBMITTAL
Project Name:-
Quote ID:-
Submitted For:-
Submitted By:-
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Item #:2000
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Standard Features
EASE OF INSTALLATION SERVICE
ALL ELECTRICAL COMPONENTS FACTORY WIRED TO TERMINAL BOARD AND
IDENTIFIED, MAKING IT EASY TO FIELD WIRE THE UNIT
•
CABINET DESIGN FEATURES HINGED, REMOVABLE FRONT ACCESS PANELS ON
EACH SIDE FOR EASY ACCESS TO ELECTRICAL AND REFRIGERATION
COMPONENTS
•
LIQUID LINE SOLENOID WIRE HARNESS IS FACTORY-INSTALLED FOR QUICK
INSTALLATION
•
MOTORS PLUG INTO WIRING HARNESS FOR EASIER SERVICING•
HINGED, REMOVABLE DRAIN PAN FOR EASY AND SAFE ACCESS•
PRE-DRILLED HOLES ON THE BACK OF THE UNIT FOR ROOM THERMOSTAT•
QUICK REMOVAL FAN GUARD/MOTOR ASSEMBLY FOR EASY SERVICE OR
REPLACEMENT OF AIR MOVER PARTS
•
PERFORMANCE
INTERNAL PANELS ARE ISOLATED FOR QUIET OPERATION•
INTERNALLY ENHANCED TUBING AND FIN DESIGN FOR HIGHER EFFICIENCY•
EC MOTORS STANDARD ON ALL MODELS FOR IMPROVED UNIT EFFICIENCY•
RELIABLE DURABLE
HEAVY GAUGE GRAINED ALUMINUM CABINET CLEANS EASILY AND LOOKS
ATTRACTIVE
•
MOLDED FAN GUARD AND ACCESS PANELS ARE MADE OF STRONG, DURABLE,
AND NSF AND UL SANITATION RATED PLASTIC MATERIAL
•
SWEAT CONNECTIONS TO REDUCE POTENTIAL FOR LEAKS•
VERSATILE
LARGE DIAMETER DRAIN HOLE (3/4 " ID) IS LOCATED TOWARDS THE BACK OF THE
UNIT
•
MINIMAL HEIGHT OF THE LOW PROFILE SERIES MAKES IT IDEAL FOR LOW CEILING
COOLERS
•
Options
Mounted Options
Cabinet Type - Stucco•Coil Mechanical Option - Intelligen•
Controller Option - Intelligen•Drain Pan Defrost Type - None•
Drain Pan Type - Stucco•DTFD Option - None•
Fan Blade - Standard•Fan Guard - Molded•
Coil Fin Material - Aluminium•Hot Gas External Piping - None•
UC Solenoid Voltage - None•Valve Part Number - E2V24BWAE0•
Nozzle PartNumber - L-3/4•
Minimum Unit Clearances
Notes
* Capacities shown are Application Capacities reflecting nominal operation at 10°F TD. For models within the scope of the DOE AWEF (Annual Walk-in Energy Factor) standard, the Net Capacity
is determined by the AHRI 1250 test method. DOE will publish this compliance data at www.regulations.doe.gov
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Architectural Specifications
Issued: May 2018
Page 1 of 2
WALK-IN SPECIFICATIONS
General
Walk-in coolers and freezers shall be prefabricated of modular design and construction. They shall be
designed and constructed to allow fast and easy field assembly, disassembly and enlargement by the
addition of panels.
Panel Fabrication
Standard wall, ceiling and floor panels shall be fabricated in 47” and 23” in width and shall be
interchangeable with like panels. Partition and other panels placement shall be within 1/2”
increments to meet job site conditions. Indoor walk-in maximum panel height and ceiling length is
21 feet.
Available standard height with floor panels: 6’-6”, 7’-7”, 8’-7”. Available standard height without floor
panels with NSF vinyl screed: 6’-2”, 7’-2”, 7'-7", 8’-2”. Panels shall consist of Extruded Polystyrene
(XPS) rigid foam insulation, bonded permanently to interior and exterior metal “skin”. Tongue and
groove edges of panels shall be of the same panel core insulation with non-corrosive thermoplastic
cam-action panel fastener. NSF approved compression gasket shall be applied to the tongue side of all
panels on both interior and exterior.
Floor Construction
Floor panels: Shall be fabricated similar to other panels and shall be designed to withstand uniformly
distributed load of 700 lbs per square foot, suitable for foot traffic. Available 1000, 1300, 1600 lbs per
square foot suitable for light rolling cart traffic. The ULTIMATE floor with load bearing capacity of
2,750 lbs per square foot is suitable for hand pallet jack application.
Floorless: Provided with NSF vinyl screeds. Screed will be coved with 1/2” radius, designed to sit flat
on a finished tile/concrete floor. Screed shall be lag fastened to floor.
Insulation
Insulation shall be 4” thick, rigid Extruded Polystyrene (XPS) foam closed cell, void free, Hydrophobic
as tested in accordance to ASTM C272. UL Class 1 classified as per ASTM E84/UL-723. Core material
has a flame spread of 15 or less and a smoke developed of 165 or less. Self ignition temperature rating
at 896 degree Fahrenheit and flash ignition temperature rating at 734 degree Fahrenheit as tested in
accordance with ASTM D 1929.
Thermal resistance: For Coolers R-29 (reported at 55 F mean temperature). For freezer R-32
(reported at 20 F mean temperature). Standard with a 50 year R-value warranty.
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Architectural Specifications
Issued: May 2018
Page 2 of 2
Entrance Door
Each walk-in shall be fitted with one 36” x 76” swing-type entrance door. Door shall be flush type,
bearing the NSF and UL seal of approved. Door shall be equipped with two adjustable spring-assisted
hinges, deadbolt key/padlock handle with safety inside release, magnetic gasket, door closer, and a
double sweep wiper at the bottom edge of door. Door jamb shall be provided with a LED light fixture
center mounted, digital thermometer with safety pilot light on-off switch and conduit between switch
box and outlet junction box.
Freezer door includes a heater cable with heat sensing regulating thermostat and a heated air
pressure relief vent.
Metal Finish
Wall & Ceiling Panel: Standard Acrylume® 26 gauge (acrylic coated galvalume) stucco embossed on
the interior and exterior wall, ceiling and exterior of floor panels.
Floor Panel: Standard interior floor panels shall be 22 gauge smooth stainless steel type 304, 2B and
optional 20 gauge textured/rigidized stainless steel type 304, 2B.
Refrigeration
Heatcraft Worldwide BOHN refrigeration (preferred vendor). Condensing units and evaporators shall
be factory pre-wired and pre-assembled. New 1/2HP to 6HP air cooled condensing unit with
exclusive HYPERCORE microchannel coil technology that uses less refrigerant, saves energy, reduces
operational cost, improves durability and system performance.
Approvals
- National Sanitation Foundation (NSF), Standard No. 7
- Underwriters Laboratories (UL) certified, ASTM E84/UL-723
- Department of Energy (DOE) compliant
- City of Houston Fabrication Certificate No. 694
- Oregon State Component Insignia Compliance No. M-PFC 688
- New York City approval MEA113-87-M
- Miami-Dade County, Outdoor Hurricane High Velocity Wind (175 mph) NOA #17-0802.12
- State of Florida, Outdoor Hurricane High Velocity Wind (175 mph) #FL 22413
62
Foamed In-Place Vs. Extruded Polystyrene
63
Architectural Specifications
Issued: May 2018
Page 1 of 2
WALK-IN SPECIFICATIONS
General
Walk-in coolers and freezers shall be prefabricated of modular design and construction. They shall be
designed and constructed to allow fast and easy field assembly, disassembly and enlargement by the
addition of panels.
Panel Fabrication
Standard wall, ceiling and floor panels shall be fabricated in 47” and 23” in width and shall be
interchangeable with like panels. Partition and other panels placement shall be within 1/2”
increments to meet job site conditions. Indoor walk-in maximum panel height and ceiling length is
21 feet.
Available standard height with floor panels: 6’-6”, 7’-7”, 8’-7”. Available standard height without floor
panels with NSF vinyl screed: 6’-2”, 7’-2”, 7'-7", 8’-2”. Panels shall consist of Extruded Polystyrene
(XPS) rigid foam insulation, bonded permanently to interior and exterior metal “skin”. Tongue and
groove edges of panels shall be of the same panel core insulation with non-corrosive thermoplastic
cam-action panel fastener. NSF approved compression gasket shall be applied to the tongue side of all
panels on both interior and exterior.
Floor Construction
Floor panels: Shall be fabricated similar to other panels and shall be designed to withstand uniformly
distributed load of 700 lbs per square foot, suitable for foot traffic. Available 1000, 1300, 1600 lbs per
square foot suitable for light rolling cart traffic. The ULTIMATE floor with load bearing capacity of
2,750 lbs per square foot is suitable for hand pallet jack application.
Floorless: Provided with NSF vinyl screeds. Screed will be coved with 1/2” radius, designed to sit flat
on a finished tile/concrete floor. Screed shall be lag fastened to floor.
Insulation
Insulation shall be 4” thick, rigid Extruded Polystyrene (XPS) foam closed cell, void free, Hydrophobic
as tested in accordance to ASTM C272. UL Class 1 classified as per ASTM E84/UL-723. Core material
has a flame spread of 15 or less and a smoke developed of 165 or less. Self ignition temperature rating
at 896 degree Fahrenheit and flash ignition temperature rating at 734 degree Fahrenheit as tested in
accordance with ASTM D 1929.
Thermal resistance: For Coolers R-29 (reported at 55 F mean temperature). For freezer R-32
(reported at 20 F mean temperature). Standard with a 50 year R-value warranty.
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Architectural Specifications
Issued: May 2018
Page 2 of 2
Entrance Door
Each walk-in shall be fitted with one 36” x 76” swing-type entrance door. Door shall be flush type,
bearing the NSF and UL seal of approved. Door shall be equipped with two adjustable spring-assisted
hinges, deadbolt key/padlock handle with safety inside release, magnetic gasket, door closer, and a
double sweep wiper at the bottom edge of door. Door jamb shall be provided with a LED light fixture
center mounted, digital thermometer with safety pilot light on-off switch and conduit between switch
box and outlet junction box.
Freezer door includes a heater cable with heat sensing regulating thermostat and a heated air
pressure relief vent.
Metal Finish
Wall & Ceiling Panel: Standard Acrylume® 26 gauge (acrylic coated galvalume) stucco embossed on
the interior and exterior wall, ceiling and exterior of floor panels.
Floor Panel: Standard interior floor panels shall be 22 gauge smooth stainless steel type 304, 2B and
optional 20 gauge textured/rigidized stainless steel type 304, 2B.
Refrigeration
Heatcraft Worldwide BOHN refrigeration (preferred vendor). Condensing units and evaporators shall
be factory pre-wired and pre-assembled. New 1/2HP to 6HP air cooled condensing unit with
exclusive HYPERCORE microchannel coil technology that uses less refrigerant, saves energy, reduces
operational cost, improves durability and system performance.
Approvals
- National Sanitation Foundation (NSF), Standard No. 7
- Underwriters Laboratories (UL) certified, ASTM E84/UL-723
- Department of Energy (DOE) compliant
- City of Houston Fabrication Certificate No. 694
- Oregon State Component Insignia Compliance No. M-PFC 688
- New York City approval MEA113-87-M
- Miami-Dade County, Outdoor Hurricane High Velocity Wind (175 mph) NOA #17-0802.12
- State of Florida, Outdoor Hurricane High Velocity Wind (175 mph) #FL 22413
65
Foamed In-Place Vs. Extruded Polystyrene
66
Invitation for Bid 2026-051
Detention Center Freezer and Cooler Replacement
ADDENDUM No. 3
ISSUE DATE: March 10, 2026
Responding Offerors on this project are hereby notified that this Addendum shall be made a part
of the above named IFB document.
The following items add to, modify, and/or clarify the IFB documents and shall have the full force
and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in
the IFB document.
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Page 2 of 2
Union County, North Carolina
Addendum No. 3, IFB 2026-051 Detention Center Freezer and Cooler Replacement
Notice to Bidder
1. This Addendum is issued pursuant to the conditions of the solicitation and is hereby made part of the
contract documents. The addendum serves to clarify, revise, and supersede information in the IFB.
The bidder shall acknowledge receipt of this addendum in the appropriate space on the bid form.
Failure to do so may subject the bidder to disqualification. A list of attachments, if any, is part of this
document.
Schedule Revisions
1. The initial bid date was March 10, 2026. Union County received two (2) bid submissions
before the initial deadline. Union County requires a minimum of three (3) bids to proceed
with awarding the project. Therefore, a rebid date of March 25, 2026, has been set. All bids
must be received by 2:00 PM EST on March 25, 2026. Late bids will not be accepted.
End of Addendum No. 3
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Memorandum
Facilities Management
1407 Airport Road
Monroe, NC 28110 unioncountync.gov [
G
r
To: Corey Brooks, Director Procurement and Contract Management
From: James Mangum Jr “Buck”, Facilities Project Manager
CC: Christopher Boyd, Director of Facilities and Fleet Management
Linda Whitaker, Assistant Director of Design and Construction
Date: March 30, 2026
Re: Recommendation to Award
Rebid of IFB 2026-051 Detention Center Walk-in Freezer and Cooler Replacement
On March 25, 2026, at 2:00 PM bids were received for the Rebid for IFB 2026-051Detention
Center Walk-in Freezer and Cooler Replacement. Three (3) bids were received from a
licensed general contractor and read out loud publicly.
Of the Three (3) received, Garmon Mechanical Services was the apparent low bid for a total
bid of $159,392.10. Upon review of Garmon Mechanical Service, Inc. bid submittal and
required supporting documents appear to be complete and responsive. Therefore,
based upon this information, I make the recommendation to award this contract to
Garmon Mechanical Services, Inc in the amount of $159,392.10. The supporting Certified
Bid Tabulation is attached as well as the bid form and the supporting documentation.
James Mangum
James Mangum
Facilities Project Manager
03/30/2026
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STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
1. AGREEMENT. This agreement (“Agreement”) is entered into on
___________________________, by and between UNION COUNTY, a political subdivision of
the State of North Carolina (“Union”), and Garmon Mechanical Service Inc (“Contractor”),
whose business address is 502 Old Charlotte Road Albemarle, NC 28001.
2. INDEPENDENT CONTRACTOR. Contractor shall be an independent contractor
in all its activities pursuant to this Agreement. Neither Contractor nor any of its employees are
to be considered Union's employee or agent for any purpose including, but not limited to, the
accrual of any employee benefits. Contractor is not authorized to represent Union or otherwise
bind Union in any dealings between Contractor and third parties. Any employees furnished by
Contractor under this Agreement shall be deemed to be Contractor's employees exclusively.
3. SCOPE OF THE WORK. Contractor shall furnish all labor, equipment, tools,
materials, supplies, transportation, tests and supervision required to complete in a workmanlike
manner the work described in the IFB 2026-051 Detention Center Walk-In Freezer and Cooler
Replacement, which is attached hereto and incorporated herein by reference (“Work”). Union is
not financially committed by this agreement to purchase any minimum amount of services.
4. PERIOD OF PERFORMANCE. This Agreement shall commence as of the date
first written above and shall continue until the earlier of the completion and acceptance of the
Work. Contractor shall promptly commence Work and shall achieve completion of the Work
within One Hundred -Twenty (120) days from Contractor’s receipt of notice to proceed from
Union.
5. PAYMENT FOR WORK. Union shall pay Contractor, Base Bid $151,802.00
with a 5% Owners Contingency of $7590.10. Total Bid Base Bid + Contingency = $159,392.10
for Work, as set forth in the Contractor’s bid, which is attached hereto and incorporated herein
by reference. Payment for work satisfactorily completed shall be made within thirty (30) days of
receipt of invoice by Union’s finance office. Contractor shall submit documentation supporting
its entitlement to payment as required by Union, and Union shall have no obligation to pay
Contractor unless and until Union has received such documentation. All payments shall be
conditioned upon appropriation by the Union County Board of Commissioners of sufficient
funds for each request for services.
6. LICENSING REQUIREMENTS. Contractor represents and warrants that it is
and shall remain properly licensed at all times in the performance of Work.
7. PERMITS AND LICENSES. Unless otherwise agreed in writing in advance by
Union, Contractor shall obtain and pay for all licenses and permits that are required for it to
perform Work.
8. COMPLIANCE WITH LAWS/COMPLIANCE WITH RULES AND POLICIES
OF UNION. In performing the services pursuant to this Agreement, Contractor shall comply
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with all laws, rules, regulations, ordinances, codes, standards, and orders of any and all
governmental bodies, agencies, authorities, and courts having jurisdiction. Contractor also shall
comply with all rules and policies of Union.
9. INSURANCE. Contractor shall comply with the insurance requirements set forth
in Exhibit A, attached and incorporated herein by reference.
No workers’ compensation insurance shall be obtained by Union concerning Contractor
or the employees of Contractor. Contractor shall comply with the workers’ compensation law
concerning Contractor and the employees of Contractor.
10. TAXES. Contractor shall be responsible for paying all taxes, fees, assessments
and premiums of any kind payable on its employees and operations. Contractor shall
substantiate, on demand by Union, that all taxes and other charges are being properly paid.
Pursuant to N.C.G.S. § 105-164.14, Union is eligible for sales and use tax refunds on all
materials which become a permanent part of the construction. Contractor agrees to provide Union
such documentation as may be necessary to meet the requirements of the North Carolina
Department of Revenue regarding requests for refund of sales and use taxes. Such requirements
include those described in the North Carolina Department of Revenue Sales and Use Tax
Technical Bulletins § 18-2(F), outlined below:
To substantiate a refund claim for sales or use taxes paid on purchases of building
materials, supplies, fixtures, and equipment by a contractor, Union must secure from a
contractor certified statements setting forth the specific required information. A “certified
statement” is a statement signed by a contractor’s Union, a corporate officer of a contractor,
or an employee of a contractor who is authorized to provide information set forth in the
statement. The certified statement must include all of the following information:
a. The date the property was purchased;
b. The type of property purchased;
c. The cost of property purchased and the amount of sales and use taxed paid thereon;
d. The vendor from whom the property was purchased;
e. The project for which the property was purchased;
f. If the property was purchased in the State of North Carolina, the county to which it
was delivered, or, if the property was not purchased in the State of North Carolina,
the county in which the property was used; and
g. The invoice number of the purchase.
In the event Contractor makes several purchases from the same vendor, such certified
statement must indicate the invoice numbers, the inclusive dates of the invoices, the total
amount of the invoices, and the State and local sales and use taxes paid thereon. Such
statement must also include the cost of any tangible personal property withdrawn from
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Contractor’s warehouse stock and the amount of State and local sales or use tax paid
thereon by Contractor. Any local sales or use taxes included in Contractor’s statements
must be shown separately from the State sales or use taxes. Contractor’s statements must
not contain sales or use taxes paid on purchases of tangible personal property purchased by
Contractor for use in performing the Contract which does not annex to, affix to or in some
manner become a part of the building or structure that is owned or leased by a
governmental agency and is being erected, altered or repaired for use by a governmental
entity as defined by N.C.G.S. § 105-164.14(c). Examples of property on which sales or use
tax has been paid by Contractor and which shall not be included in Contractor’s certified
statement are scaffolding, forms for concrete, fuel for the operation of machinery and
equipment, tools, equipment, equipment repair parts and equipment rentals. Similar
certified statements by Subcontractors must be obtained by Contractor and furnished to
Union.
Contractor shall submit notarized sales tax certificates which meet the requirements
detailed above with each Application for Payment. Payment will not be made until the
sales tax certificate(s) have been submitted to Union. Union is the recipient of sales tax
refunds and no such funds shall be provided to Contractor, or claim made by Contractor
therefor.
11. WARRANTY OF WORK. Contractor warrants that all Work shall be new,
unless otherwise agreed in this Agreement, and of good quality and performed in a good and
workmanlike manner. Contractor shall, at its own expense, at the request of Union, promptly
replace or repair any defective or deficient Work for a period of one year after completion of
Work. The express warranty contained in this section shall not diminish any of Union's rights
against Contractor with respect to the time within which proceedings may be commenced to
establish Contractor's liability with respect to Contractor's obligations other than specifically to
correct Work.
12. SAFETY. Contractor shall establish and enforce safe working procedures at all
times during its performance of Work in accordance with all federal, state and local laws,
ordinances, rules and regulations pertaining to safety.
13. AGE LIMITS. No employee of Contractor under the age of 18 shall be permitted
on property owned or leased by Union.
14. CLEANUP. Contractor shall keep its work areas clean of debris and excess
materials, and at the end of each day will leave its work areas in broom-clean condition. If
Contractor fails to clean up as required herein, Union may clean up and deduct the cost from
Contractor's payment.
15. LIABILITY. Contractor agrees to protect, defend, indemnify and hold Union
County, its officers, employees and agents free and harmless from and against any and all losses,
penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities
of every kind and character arising out of or relating to any and all claims, liens, demands,
obligations, actions, proceedings, or causes of action of every kind in connection with or arising
out of this agreement and/or the performance hereof that are due, in whole or in part, to the
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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.
16. “RESERVED”
17. LIQUIDATED DAMAGES. Contractor and Union recognize that time is of the
essence and that Union will suffer financial loss if the Work is not completed within the times
specified in Section 4 herein. The parties also recognize the delays, expense, and difficulties
involved in proving in a legal proceeding the actual loss suffered by Union if the Work is not
completed on time. Accordingly, instead of requiring any such proof, Union and Contractor
agree that as liquidated damages for delay (but not as a penalty), Contractor shall pay Union Two
Hundred-Fifty Dollars ($250.00) for each day that expires after the time specified in Section 4
herein for substantial completion until the Work is substantially complete.
18. DEFAULT/TERMINATION. If Contractor fails or refuses to supply sufficient
and properly skilled labor, equipment or materials, or fails in any respect to diligently prosecute
Work, or otherwise is in default or breach of any term of this Agreement, Union may terminate
this Agreement upon 24 hours' written notice. In the event of such termination, Contractor
immediately will stop work and remove its employees from Union's property. Union may
complete the Work in whatever way it determines best, and at completion of the Work shall pay
Contractor for the value of the Work performed by Contractor (excluding profit) but unpaid prior
to the termination, less any costs incurred by Union to correct any deficiencies or defects
attributable to Contractor's work.
19. TERMINATION FOR CONVENIENCE. Union may terminate this Agreement
at any time upon three (3) days’ written notice to Contractor. Such termination shall be effective
in the manner specified in such written notice. Upon a termination for convenience, Union shall
pay Contractor for Work performed to the date of termination. Contractor shall accept such
payment in full and final payment and shall make no claim of any kind against Union, including
but not limited to any claim for any additional payment.
20. ASSIGNMENT. Neither this Agreement, nor any payments to be earned
pursuant to this Agreement, may be assigned by Contractor without the prior written consent of
Union.
21. NO WAIVER. Union's not insisting upon strict compliance with any of the
provisions of this Agreement, or not exercising any of its options provided herein, shall not be
construed as a waiver of its right thereafter to require such compliance or to exercise any such
options.
22. 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
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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.
23. ENTIRE AGREEMENT. This Agreement represents the entire agreement of the
parties, and may not be modified except in writing signed by both parties.
24. GOVERNING LAW. This Agreement shall be construed and enforced in
accordance with the laws of the State of North Carolina. The parties to this agreement confer
exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of
Union County, North Carolina.
25. AUTHORITY. Each signatory below warrants that it has the corporate or other
organizational power and authority to execute, deliver and perform this Agreement. Each
signatory further warrants that the execution, delivery and performance by it of the Agreement
has been duly authorized and approved by all requisite action of the party’s management and
appropriate governing body.
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals and caused this Agreement to be duly
executed, this the day and year first above written.
UNION COUNTY [Garmon Mechanical Service Inc]
By: (SEAL) By: (SEAL)
Brian W. Matthews, County Manager
Approved as to Legal Form _____
This instrument has been preaudited in the manner
required by The Local Government Budget and
Fiscal Control Act.
Deputy Finance Officer
98
RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS
PROVIDING NOTICE OF THE DETENTION CENTER WALK-IN
FREEZER AND COOLER REPLACEMENT PROJECT
WHEREAS, pursuant to G.S § 153A-457, a county shall notify property owners
and adjacent property owners prior to commencement of any construction project
by the county; and
WHEREAS, G.S. § 153A-457 provides that notice of a county construction
project is deemed sufficient if notice of the construction project is given in any
open meeting of the county prior to the commencement of the construction
project; and
WHEREAS, the Union County Board of Commissioners desires to give notice of
construction of the DETENTION CENTER WALK-IN FREEZER AND
COOLER REPLACEMENT PROJECT prior to commencement of project
construction as required by G.S. § 153A-457.
NOW, THEREFORE, BE IT RESOLVED BY THE Union County Board of
Commissioners that:
1. Union County may commence construction of the DETENTION CENTER
WALK-IN FREEZER AND COOLER REPLACEMENT PROJECT on
property located at 3344 Presson Road, Monroe, NC after the award of the
construction contract for the project.
2. This resolution and notice is adopted in accordance with the construction
notice requirements of G.S. § 153A-457.
Adopted this the 4th day of May, 2026.
Attest:
Lynn West, Clerk to the Board Brian Helms, Chairman
Union County Board of Commissioners
99
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-195 Agenda Date:5/4/2026
TITLE:..title
Capital Project Ordinance Amendments to Reduce Arbitrage Rebates
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1)Adopt Capital Project Ordinance Amendments as follows:
PRIOR BOARD ACTIONS:
Capital Project Ordinances were previously approved by the BOCC at various times for projects
funded from the 2019C and 2022 General Obligation Bond Issuances.
BACKGROUND:
Arbitrage in tax-exempt bonds is the profit earned by investing proceeds from tax-exempt bonds into
higher-yielding taxable investments compared to the interest rate being paid on the bonds debt
service payments. Because this exploits the lower interest rates allowed by tax-exempt status, bond
issuers must generally rebate these excess earnings back to the IRS. This regulation prevents
governments from over-issuing debt just for profit.
Unspent tax-exempt bond proceeds are subject to IRS tax exempt bond arbitrage rebate calculations
on an annual basis until all bond proceeds have been spent in full. To mitigate the continuation of
annual arbitrage rebate calculations and to reduce any payments due to the IRS the Finance Director
is recommending replacing the funding sources on already completed projects with the same function
as the originally adopted projects to progress the spenddown of bond proceeds in a timelier fashion.
The capital project ordinances will swap funding sources or correct project funding sources on the
following projects: Radio Towers, Bi-Directional Antennas at UCPS, E911 TDMA P25, Southwest
Regional Library, Board of Elections Renovation, UC Jail Block Renovations,UC Jail Land Purchase,
Historic Courthouse House Renovations Phase 2, Government Center Building Repairs, SPCC
Campus Improvements, SPCC Camera Access Controls.
FINANCIAL IMPACT:
No change in funding. The rebate payments due back to the IRS are paid for through investment
earnings on the bond proceeds in the bond construction bank accounts. No county dollars are
required to cover the rebate payments due to the IRS. This action has the potential to reduce
increased arbitrage rebates overtime.
Union County, NC Printed on 4/21/2026Page 1 of 1
powered by Legistar™100
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-224 Agenda Date:5/4/2026
TITLE:..title
Juvenile Crime Prevention Council (JCPC) Discretionary Funding Award
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Approve discretionary awards for FY 2025-2026, 2) authorize the Finance Director to approve an
updated funding plan, grant agreements and documents related to these additional funds during their
terms, and 3) approve Budget Amendment #22.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
JCPC is a Board appointed by Commissioners, as defined by State Statutes. JCPC provides funding
and monitors Community Based alternatives to juvenile incarceration and provides funding for
substance abuse prevention strategies and programs.
Funding for JCPC programs is generally adopted in the State Budget and assigned to County
programs by a formula grant.
The JCPC budget is normally approved as a "pass through" line item in the County budget, meaning
that the amount approved by the State is received by the County and then used for the JCPC
program.
Union County has not approved JCPC programs in line-item detail in the past; rather, the JCPC
Board normally negotiates, approves, and monitors line-item detail within the amount of funds
allocated to the program, and provides a recommended budget to Commissioners.
JCPC has been awarded discretionary funding for the Transforming Youth program for $2,450 to use
for the remainder of FY 2026.
FINANCIAL IMPACT:
No county funding is required. Any local match will be provided by the Transforming Youth JCPC
Program.
Union County, NC Printed on 4/21/2026Page 1 of 1
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BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
JCPC State Grant 2450
Payment to Outside Agency - Transform Youth 2450
Explanation:To appropriate funds received by the JCPC Discretionary Funds award to Transforming Youth.
DATE APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
10114450-5699-17611 Pmt to Outside Agency 2,450 10114450-4441-17611 JCPC State Grant 2,450
Total 2,450 Total 2,450
Prepared By MEG
Posted By
Date Number
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
Finance Beverly Liles
FY 2026 May 04, 2026
22
102
North Carolina Department of Public Safety
Division of Juvenile Justice and Delinquency Prevention Juvenile Community Programs Section
Josh Stein, Governor J. Jeffrey Smythe, Secretary William L. Lassiter, Chief Deputy Secretary Cindy Porterfield, Director
MAILING ADDRESS: 4212 Mail Service Center Raleigh, NC 27699-4212 www.ncdps.gov
An Equal Opportunity Employer
OFFICE LOCATION: 3010 Hammond Business Place Raleigh, NC 27603 Telephone: (919) 733-3388
April 8, 2026
Dear Reggie, Congratulations! The Juvenile Community Programs Section is pleased to announce that TRANSFORMING YOUTH MOVEMENT / TRANSFORMING FUTURES has been
awarded discretionary funding for FY 2025-2026. This award is to fund (or partially fund) the following: Agency Request(s) Awarded Discretionary Funds
Replacement tires for Ford E350
XLT
Maintenance, alternator and
windshield replacement
$2,450
As a reminder, discretionary awards for FY 2025-2026 are treated as additional JCPC dollars and equipment or capital outlay, valued at $500 or more with a useful life in excess of one year, must have a cash match. In order to complete the award process, please access NCALLIES, complete a JCPC Program Agreement Revision, and prompt your Area Consultant via email once the
revision is completed. If you have any questions or need technical assistance to complete the revision process, please contact your consultant. We are providing this notification of discretionary fund award to your agency to ensure that all local approval by the JCPC and local county commission boards may be accomplished. Please
check with your local county government officials to ensure that all local actions taken to complete this process are in accordance with locally approved/adjusted protocols. Please note the following timeline to ensure timely disbursement of discretionary fund awards:
No later than April 24, 2026: Programs/JCPCs awarded discretionary funds must submit
a JCPC Program Agreement Revision in NCALLIES for Area Consultant review (prompt your consultant via email once completed).
No later than May 22, 2026: All JCPC approval actions must be finalized. County
approval is required before the disbursement of discretionary funds.
Note: Administrative Code 14B NCAC 11B.0106 states that prior county approval is
required for discretionary funds. It does not indicate the specific protocols of the approval.
103
Our DPS JCPC Policy sets forth local JCPC approval processes. However, the Department is allowing local discretion as to how counties approve requests.
May 29, 2026 (by close of business): All JCPC Program Agreement Revisions must be locally approved and signed (not just submitted) in NCALLIES via DocuSign for a June 2026 disbursement. Note: Failure to meet the May 29, 2026 signature deadline may result in termination of the
award of discretionary fund Thank you for your continued investment in the youth and families of North Carolina through the valuable services that you offer for them. It is our hope that this discretionary fund award will further enhance and offer the support needed for your agency to provide continuity of services
for our youth and their families. Kind regards,
Cindy Porterfield, Director Juvenile Community Programs cc: JCPC Chairperson County Finance Officer
DPS Area Consultant
104
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-232 Agenda Date:5/4/2026
TITLE:..title
March 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 March 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:
$895.16
Union County, NC Printed on 4/21/2026Page 1 of 1
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Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
001 TAX $0.00 $0.00200TAX($87.41)$0.00
200 VEHICLE FEE ($30.00)$0.00
970 TAX $4.47 $0.00
015 TAX $9.42 $0.00003TAX$0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($136.85)$0.00
200 VEHICLE FEE ($30.00)$0.00023TAX$13.28 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($133.67)$0.00200VEHICLE FEE ($30.00)$0.00
016 TAX $17.16 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($107.93)$0.00200VEHICLE FEE ($30.00)$0.00
020 TAX $11.33 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00004TAX$0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00200TAX($399.74)$0.00
200 VEHICLE FEE ($30.00)$0.00
017 TAX $64.78 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
Refund Total
CARNEY, THOMAS RICHARD
CARNEY, THOMAS RICHARD
5300
RAVENGLASS CT
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
1095997266
Refund Generated due to adjustment on Bill #0089563735-2025-2025-0000
Situs error 3/13/2026MARVIN, NC 28173 Adjustment >= $100 0089563735 MBL8609 PENDING $0.00
$0.00$0.00
$0.00
$103.52
$0.00
($87.41)
($30.00)$4.47
$9.42
$0.00($136.85)
($30.00)
$13.28
$0.00973960696
Refund Generated due to adjustment on Bill #0089508966-2025-2025-0000
Situs error 3/12/2026
RILEY, LINDA ELLEN RILEY, LINDA ELLEN
RILEY, MICHAEL CHARLES
10915
SYCAMORE CLUB DR
$0.00
$0.00
$0.00
$153.57
MONROE, NC 28110 Adjustment >= $100 0089508966 MBR4549 PENDINGPOLICKI, APRIL MARIE POLICKI, APRIL MARIE 4311 ETHEL SUSTAR
973960872
Refund Generated due to adjustment on Bill #0089291725-2025-2025-0000
Situs error 3/12/2026MINT HILL, NC 28227 Adjustment >= $100 0089291725 KFD4513 PENDING $0.00
$0.00
$0.00
$146.51
$0.00
($133.67)
($30.00)
$17.16
$0.00
$0.00
($107.93)
($30.00)
$11.33$0.00973961256
Refund Generated due to adjustment on Bill #0089790130-2025-2025-0000
Situs error 3/12/2026
WHITLEY, ETHAN MICHAEL WHITLEY, ETHAN MICHAEL
7426 NORTH CAROLINA 218 E
$0.00
$0.00
$0.00
$126.60
MATTHEWS, NC 28104 Adjustment >= $100 0089790130 LHD2439 PENDINGVICTORY GLASS LLC VICTORY GLASS LLC
2040 INDEPENDENCE COMMERC STE B
$0.00
($399.74)
($30.00)$64.78
$0.00973960768
Refund Generated due to adjustment on Bill #0089490101-2025-2025-0000
Situs error 3/12/2026
$895.16
$0.00
$0.00$0.00
$364.96
MARSHVILLE, NC 28103 Adjustment >= $100 0089490101 VY4320 PENDING
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106
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-241 Agenda Date:5/4/2026
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:
The draft minutes have been emailed to the Commissioners for review.
FINANCIAL IMPACT:
None
Union County, NC Printed on 4/21/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-211 Agenda Date:5/4/2026
TITLE:..title
Tax Collector’s Departmental Report for March 2026
INFORMATION CONTACT:
Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report reflects the totals of all tax transactions within the Tax Collector’s Office for the month of
March 2026 as required by NCGS 105-350(7).
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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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: April 10, 2026 Re: Departmental Monthly Report
The Tax Collector’s monthly/year to date collections report for the month ending March 31, 2026 is attached for your information and review.
Should you desire additional information, I will provide that at your request.
Attachment VH/JM
109
MARCH 2026
PERCENTAGE FOR REGULAR TAX
MARCH 31, 2026 REGULAR TAX 2026 2025 2024 2023 2022
BEGINNING CHARGE 468,520.37 274,845,912.58 237,279,756.79 226,212,439.28 217,099,719.80
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES 74,919.03 227.97
NON DISCOVERIES 4,863.50 6,204.82 6,091.35 496.22
RELEASES (7,083.98) (6,597.93) (765.84)
TOTAL CHARGE 536,355.42 274,844,406.12 237,285,195.77 226,218,530.63 217,100,216.02
BEGINNING COLLECTIONS 88,738.58 271,299,952.66 237,124,184.92 226,126,583.29 217,042,380.50
COLLECTIONS 32,665.83 2,052,445.18 11,071.48 10,764.32 4,823.93
TOTAL COLLECTIONS 121,404.41 273,352,397.84 237,135,256.40 226,137,347.61 217,047,204.43
BALANCE OUTSTANDING 414,951.01 1,492,008.28 149,939.37 81,183.02 53,011.59
PERCENTAGE OF REGULAR 22.64%99.46%99.94%99.96%99.98%
OVERALL CHARGED 536,355.42 274,844,406.12 237,285,195.77 226,218,530.63 217,100,216.02
OVERALL COLLECTED 121,404.41 273,352,397.84 237,135,256.40 226,137,347.61 217,047,204.43
OVERALL PERCENTAGE 22.64%99.46%99.94%99.96%99.98%
1 110
MARCH 2026
PERCENTAGE FOR REGULAR TAX
MARCH 31, 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
208,144,189.35 192,113,093.66 186,444,538.85 180,661,472.18
42.25 44.21 202.73 142.28
208,144,231.60 192,113,137.87 186,444,741.58 180,661,614.46
49,137.38 68,017.43 95,405.72 56,196.98
99.98%99.96%99.95%99.97%
208,193,368.98 192,181,155.30 186,540,147.30 180,717,811.44
208,144,231.60 192,113,137.87 186,444,741.58 180,661,614.46
99.98%99.96%99.95%99.97%
2 111
MARCH 2026
PERCENTAGE FOR REGULAR TAX
MARCH 31, 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
186,616,982.76 176,821,901.19
157.28 167.74
186,617,140.04 176,822,068.93
46,007.57 37,535.44
99.98%99.98%
186,663,147.61 176,859,604.37
186,617,140.04 176,822,068.93
99.98%99.98%
3 112
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-231 Agenda Date:5/4/2026
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 March 2026 NCVTS releases and
refunds less than $100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
001 TAX ($8.46)$0.00019TAX($3.73)$0.00
003 TAX ($0.80)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.92)$0.00002TAX($20.16)$0.00
Refund
001 TAX ($2.85)$0.00
024 TAX ($1.64)$0.00003TAX($0.27)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.99)$0.00
002 TAX ($6.80)$0.00
Refund
001 TAX ($11.49)$0.00
200 TAX ($45.00)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($1.09)$0.00
005 TAX ($0.46)$0.00
004 TAX ($3.98)$0.00
002 TAX ($27.39)$0.00
Refund
001 TAX ($2.62)$0.00
500 TAX ($6.17)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.84)$0.00003TAX($0.28)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.47)$0.00
002 TAX ($6.00)$0.00
Refund
001 TAX ($4.33)$0.00
200 TAX ($13.33)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($0.46)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.77)$0.00
002 TAX ($9.92)$0.00
Refund
001 TAX ($24.36)($1.20)
600 TAX ($36.86)($1.84)
023 TAX ($9.26)($0.47)003 TAX ($2.30)($0.12)
005 TAX ($0.97)($0.05)
004 TAX ($8.43)($0.42)
002 TAX ($58.05)($2.91)
Refund
001 TAX ($8.44)$0.00
200 TAX ($25.98)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.90)$0.00005TAX($0.20)$0.00
004 TAX ($1.51)$0.00
002 TAX ($19.35)$0.00
Refund001TAX($12.67)$0.00
930 TAX ($2.25)$0.00
016 TAX ($6.37)$0.00
003 TAX ($1.19)$0.00005TAX($0.51)$0.00
004 TAX ($4.39)$0.00
002 TAX ($30.19)$0.00
Refund001TAX($12.13)$0.00
700 TAX ($16.06)$0.00
020 TAX ($3.98)$0.00
003 TAX ($1.30)$0.00005TAX($0.29)$0.00
004 TAX ($2.17)$0.00
002 TAX ($27.82)$0.00
Refund
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
($8.46)
($3.73)
($0.80)($0.34)
($2.92)
728864640
Refund Generated due to proration on Bill #0082606857-2025-2025-0000-00
Vehicle Sold 3/3/2026 3/4/2026MONROE, NC 28110 Proration 0082606857 RHL4097 AUTHORIZEDAKHMETOV, ARTUR AKHMETOV, ARTUR 100 SEVEN OAKS DR
3/24/2026 3/25/2026
($2.85)
($1.64)
($0.27)
($0.11)($0.99)
($6.80)
$12.66
($20.16)
$36.41
ANDERSON, JAMES LANGSTON
ANDERSON, JAMES LANGSTON
3322 EDWARDS RD WINGATE, NC 28174 Proration 0076500962 TH58DV AUTHORIZED 732388398
Refund Generated due to proration on Bill #0076500962-2025-2025-0000-00
Vehicle Sold
ANTONYAN, SONA NAGAPETOVNA
ANTONYAN, SONA NAGAPETOVNA
1004 FALLONDALE RD WAXHAW, NC 28173 Proration 0077888463 KKL1603 AUTHORIZED 975785400
Refund Generated due to proration on Bill #0077888463-2024-2024-0000-00
($11.49)($45.00)
$0.00
($1.09)
($0.46)852675719
Refund Generated due to proration on Bill #0067800703-2025-2025-0000-00
Vehicle Sold 3/16/2026 3/17/2026MONROE, NC 28110 Proration 0067800703 FCD4069 AUTHORIZEDANDRADE, HOMERO JOEL ANDRADE, HOMERO JOEL 1100 CYRUS EDWARDS RD
Vehicle Sold 3/20/2026 3/23/2026
($2.62)
($6.17)$0.00
($0.84)
($0.28)
($0.06)($0.47)
($6.00)
$16.44
($3.98)
($27.39)
$89.41
($4.33)($13.33)
$0.00
($0.46)
($0.10)853057275
Refund Generated due to proration on Bill #0078890102-2024-2024-0000-00
Vehicle Sold 3/17/2026 3/18/2026MONROE, NC 28110 Proration 0078890102 LBM4197 AUTHORIZEDARIZMENDI URIBE, MANUEL ARIZMENDI URIBE, MANUEL 2000 WALKUP AVE APT B
Vehicle Sold 3/24/2026 3/25/2026
($25.56)($38.70)
($9.73)
($2.42)
($1.02)($8.85)
($60.96)
$147.24
($0.77)
($9.92)
$28.91
ARROYO, JOSE RAMON JR ARROYO, JOSE RAMON JR
ARROYO, JORDANNA MARGARET
1040 PADDINGTON DR INDIAN TRAIL, NC 28079 Proration 0087936217 JJV4882 AUTHORIZED 854453201
Refund Generated due to proration on Bill #0087936217-2025-2025-0000-00
($8.44)
($25.98)$0.00
($0.90)
($0.20)856086763
Refund Generated due to proration on Bill #0053178347-2024-2024-0000-00
Vehicle Sold 3/30/2026 3/31/2026MONROE, NC 28110 Proration 0053178347 HCF4880 AUTHORIZEDBARNES, GORDON WILLIAM
BARNES, GORDON WILLIAM
2905 TELEFAIR LN
Vehicle
Sold 3/25/2026 3/26/2026
($12.67)
($2.25)($6.37)
($1.19)
($0.51)
($4.39)($30.19)
$57.57
($1.51)($19.35)
$56.38
BAYGULOW,
SERGE
BAYGULOW,
SERGE 7302 TESH RD MONROE, NC 28110 Proration 0080978122 VBA7570 AUTHORIZED 854753193
Refund Generated due to proration on Bill #0080978122-2025-2025-0000-00
($12.13)
($16.06)($3.98)
($1.30)
($0.29)853580168
Refund Generated due to proration on Bill #0079832598-2024-2024-0000-00
Vehicle Sold 3/19/2026 3/20/2026MATTHEWS, NC 28104 Proration 0079832598 RX32YH56 AUTHORIZEDBENZIE, RICHARD SYLVESTER IV
BENZIE, RICHARD SYLVESTER IV
8021 SHECKLER LN
($2.17)($27.82)
$63.75
Page 1 of 17
114
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 ($4.98)$0.00026TAX($1.22)$0.00
003 TAX ($0.53)$0.00
005 TAX ($0.12)$0.00
004 TAX ($0.89)$0.00002TAX($11.42)$0.00
Refund
001 TAX ($4.29)$0.00
600 TAX ($4.86)$0.00019TAX($1.68)$0.00
003 TAX ($0.46)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.77)$0.00002TAX($9.84)$0.00
Refund
001 TAX ($0.45)$0.00
200 TAX ($1.38)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($0.05)$0.00
005 TAX ($0.01)$0.00
004 TAX ($0.08)$0.00002TAX($1.03)$0.00
Refund
001 TAX $0.00 $0.00
700 TAX ($43.41)$0.00
700 VEHICLE FEE ($25.00)$0.00020TAX$0.00 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX ($16.85)$0.00
101 TAX ($8.26)$0.00101VEHICLE FEE $0.00 $0.00
026 TAX ($4.11)$0.00
003 TAX ($1.81)$0.00
005 TAX ($0.40)$0.00004TAX($3.01)$0.00
002 TAX ($38.63)$0.00
Refund
001 TAX ($15.06)$0.00026TAX($4.07)$0.00
003 TAX ($1.42)$0.00
005 TAX ($0.60)$0.00
004 TAX ($5.22)$0.00002TAX($35.89)$0.00
Refund
001 TAX ($51.79)($2.59)
026 TAX ($12.63)($0.63)
003 TAX ($5.55)($0.28)005 TAX ($1.24)($0.06)
004 TAX ($9.26)($0.47)
002 TAX ($118.75)($5.93)
Refund001TAX($16.55)$0.00
015 TAX ($6.98)$0.00
003 TAX ($1.56)$0.00
005 TAX ($0.66)$0.00004TAX($5.73)$0.00
002 TAX ($39.45)$0.00
Refund
001 TAX ($35.78)$0.00015TAX($12.10)$0.00
003 TAX ($3.84)$0.00
005 TAX ($0.85)$0.00
004 TAX ($6.40)$0.00002TAX($82.04)$0.00
Refund
001 TAX ($116.01)$0.00
026 TAX ($28.29)$0.00003TAX($12.44)$0.00
005 TAX ($2.77)$0.00
004 TAX ($20.76)$0.00
002 TAX ($266.00)$0.00
Refund
Vehicle Sold 3/18/2026 3/19/2026
($4.98)
($1.22)
($0.53)($0.12)
($0.89)
($11.42)
$19.16
BHARTI, SHIVANAND BHARTI, SHIVANAND 505 PALMERSTON LN WAXHAW, NC 28173 Proration 0081064646 YNH6674 AUTHORIZED 731396304
Refund Generated due to proration on Bill #0081064646-2024-2024-0000-00
($4.29)
($4.86)
($1.68)
($0.46)($0.10)850638719
Refund Generated due to proration on Bill #0076329374-2024-2024-0000-00
Reg . Out of state 3/4/2026 3/5/2026PHOENIX, NY 13135 Proration 0076329374 KHX7727 AUTHORIZEDBITZ, MEGHAN GRACE BITZ, MEGHAN GRACE 8 ISLAND RD
Vehicle Sold 3/9/2026 3/10/2026
($0.45)
($1.38)
$0.00
($0.05)($0.01)
($0.08)
($1.03)
$3.00
($0.77)
($9.84)
$22.00
BLACK, MYLES DONALD BLACK, MYLES DONALD 5011 MYERS RD MONROE, NC 28110 Proration 0083744061 9K4787 AUTHORIZED 851689636
Refund Generated due to proration on Bill #0083744061-2024-2024-0000-00
BRCLO CAPITAL LLC BRCLO CAPITAL LLC
1208 FIRETHORNE CLUB DR
$0.00
$0.00
$0.00
$68.41
$0.00($43.41)
($25.00)
$0.00
$0.00976464896
Refund Generated due to adjustment on Bill #0089923267-2025-2025-0000
Situs error 3/23/2026MATTHEWS, NC 28104 Adjustment < $100 0089923267 JEC4053 PENDINGBLYTHE, ELIZABETH DANIELLE
BLYTHE, ELIZABETH DANIELLE
124 HOUSTON BLAIR RD
($0.40)
($3.01)
($38.63)
$73.07
($16.85)
($8.26)
$0.00
($4.11)($1.81)977188872
Refund Generated due to proration on Bill #0085434294-2024-2024-0000-00
Vehicle Sold 3/26/2026 3/27/2026WAXHAW, NC 28173 Proration 0085434294 VS2559 AUTHORIZED
($15.06)
($4.07)
($1.42)($0.60)
($5.22)
730865664
Refund Generated due to proration on Bill #0089572532-2025-2025-0000-00
Vehicle Sold 3/16/2026 3/17/2026MONROE, NC 28110 Proration 0089572532 WAT3870 AUTHORIZEDBRENIZE, MATTHEW SCOTT BRENIZE, MATTHEW SCOTT BRENIZE, TINA CANADAY 2209 POPLAR RIDGE DR
3/30/2026 3/31/2026
($54.38)($13.26)
($5.83)
($1.30)
($9.73)($124.68)
$209.18
($35.89)
$62.26
BROCKMANN, WILLIAM PAUL BROCKMANN, WILLIAM PAUL 1110 REAL QUIET LN WAXHAW, NC 28173 Proration 0072796857 KBJ9623 AUTHORIZED 733788588
Refund Generated due to proration on Bill #0072796857-2024-2024-0000-00
Vehicle Sold
($16.55)
($6.98)($1.56)
($0.66)
($5.73)
732890970
Refund Generated due to proration on Bill #0089519239-2025-2025-0000-00
Vehicle Sold 3/26/2026 3/27/2026WAXHAW, NC 28173 Proration 0089519239 9S5132 AUTHORIZEDBROWN, AARON MICHAEL BROWN, AARON MICHAEL 4907 SANDTYN DR
3/5/2026 3/6/2026
($35.78)
($12.10)
($3.84)($0.85)
($6.40)
($82.04)
$141.01
($39.45)
$70.93
BURG, LOUIS CHARLES BURG, LOUIS CHARLES BURG, LINDA SUE 1027 SEVEN SISTERS AVE MONROE, NC 28110 Proration 0084294229 VD1821 AUTHORIZED 729339528
Refund Generated due to proration on Bill #0084294229-2024-2024-0000-00
Vehicle Sold
($116.01)
($28.29)
($12.44)
($2.77)
($20.76)
729541092
Refund Generated due to proration on Bill #0079985090-2024-2024-0000-00
Vehicle Sold 3/6/2026 3/9/2026WAXHAW, NC 28173 Proration 0079985090 LBT5855 AUTHORIZEDBURNS, CHRISTOPHER CARL
BURNS, CHRISTOPHER CARL
1526 HAWKSTONE DR
($266.00)
$446.27
Page 2 of 17
115
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 ($4.21)$0.00015TAX($1.42)$0.00
003 TAX ($0.45)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.75)$0.00002TAX($9.66)$0.00
Refund
001 TAX ($4.21)($0.20)
200 TAX ($16.47)($0.82)200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.40)($0.02)
005 TAX ($0.16)($0.01)
004 TAX ($1.45)($0.08)002 TAX ($10.02)($0.50)
Refund
001 TAX ($49.67)$0.00
026 TAX ($13.43)$0.00003TAX($4.68)$0.00
005 TAX ($1.99)$0.00
004 TAX ($17.19)$0.00
002 TAX ($118.34)$0.00
Refund
001 TAX ($21.56)$0.00
500 TAX ($50.88)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($6.91)$0.00003TAX($2.31)$0.00
005 TAX ($0.51)$0.00
004 TAX ($3.86)$0.00
002 TAX ($49.45)$0.00
Refund
001 TAX ($47.24)$0.00
023 TAX ($14.82)$0.00
003 TAX ($5.06)$0.00005TAX($1.13)$0.00
004 TAX ($8.45)$0.00
002 TAX ($108.32)$0.00
Refund001TAX($18.84)$0.00
019 TAX ($7.37)$0.00
003 TAX ($2.02)$0.00
005 TAX ($0.45)$0.00004TAX($3.37)$0.00
002 TAX ($43.21)$0.00
Refund
001 TAX $0.00 $0.00200TAX($55.21)$0.00
200 VEHICLE FEE ($30.00)$0.00
800 TAX $4.39 $0.00
026 TAX $3.81 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX($25.67)$0.00
015 TAX ($10.83)$0.00
003 TAX ($2.42)$0.00
005 TAX ($1.03)$0.00004TAX($8.89)$0.00
002 TAX ($61.17)$0.00
Refund
001 TAX ($24.44)$0.00970TAX($2.47)$0.00
026 TAX ($5.96)$0.00
003 TAX ($2.62)$0.00
005 TAX ($0.58)$0.00004TAX($4.37)$0.00
002 TAX ($56.04)$0.00
Refund
3/24/2026 3/25/2026
($4.21)
($1.42)
($0.45)($0.10)
($0.75)
($9.66)
$16.59
BYRD, RONALD CURTIS BYRD, RONALD CURTIS 803 GLADEDALE LN MONROE, NC 28110 Proration 0083596083 22HCDV AUTHORIZED 732388770
Refund Generated due to proration on Bill #0083596083-2024-2024-0000-00
Vehicle Sold
($4.41)
($17.29)
$0.00
($0.42)($0.17)850343620
Refund Generated due to proration on Bill #0079900282-2025-2025-0000-00
Vehicle Sold 3/3/2026 3/4/2026MONROE, NC 28110 Proration 0079900282 THB5141 AUTHORIZEDCARPENTER, JANE KNIGHT CARPENTER, JANE KNIGHT 4034 SAINT JAMES WAY
CINICOLA, ANTONIO CINICOLA, ANTONIO 2109 BLUESTONE CT
Vehicle Totalled 3/31/2026 4/1/2026
($49.67)
($13.43)
($4.68)
($1.99)($17.19)
($118.34)
$205.30
($1.53)
($10.52)
$34.34
CELENTANO, VINCENT FRANCIS JR
CELENTANO, VINCENT FRANCIS JR
9426 SIR HUON LN WAXHAW, NC 28173 Proration 0081231146 JMD1947 AUTHORIZED 733840806
Refund Generated due to proration on Bill #0081231146-2025-2025-0000-00
($0.51)($3.86)
($49.45)
$135.48
($21.56)
($50.88)$0.00
($6.91)
($2.31)973685496
Refund Generated due to proration on Bill #0085322509-2024-2024-0000-00
Vehicle Sold 3/11/2026 3/12/2026WAXHAW, NC 28173 Proration 0085322509 TLA8587 AUTHORIZED
($47.24)($14.82)
($5.06)
($1.13)
($8.45)
733788618
Refund Generated due to proration on Bill #0071657042-2024-2024-0000-00
Vehicle Sold 3/30/2026 3/31/2026INDIAN TRAIL, NC 28079 Proration 0071657042 CP56286 AUTHORIZEDCLARK, NATALIE RAE CLARK, NATALIE RAE CLARK, JUSTIN EDWARD 6715 MILL GROVE RD
COLLEY, JAMES HARVEY COLLEY, JAMES HARVEY
COLLEY, GLORIA DELAMAR PO BOX 2003
3/3/2026 3/4/2026
($18.84)
($7.37)($2.02)
($0.45)
($3.37)
($43.21)
$75.26
($108.32)
$185.02
COLE, KAYLA WILSON COLE, KAYLA WILSON 3613 ARTHUR ST INDIAN TRAIL, NC 28079 Proration 0082717518 FAE2889 AUTHORIZED 728864604
Refund Generated due to proration on Bill #0082717518-2024-2024-0000-00
Vehicle Totalled
$0.00
$0.00
$0.00$0.00
$77.01
$0.00
($55.21)
($30.00)
$4.39$3.811095997257
Refund Generated due to adjustment on Bill #0089782172-2025-2025-0000
Situs error 3/13/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0089782172 MBS3169 PENDING
($25.67)
($10.83)($2.42)
($1.03)
($8.89)
733841514
Refund Generated due to proration on Bill #0088172576-2025-2025-0000-00
Vehicle Sold 3/31/2026 4/1/2026WAXHAW, NC 28173 Proration 0088172576 RDB6112 AUTHORIZEDCOURET, RENEE LISA COURET, RENEE LISA COURET, CARLOS 2316 MADEIRA CIR
3/30/2026 3/31/2026
($24.44)
($2.47)
($5.96)($2.62)
($0.58)
($4.37)
($56.04)
$96.48
($61.17)
$110.01
CRAVEN, LONNIE LAVERN CRAVEN, LONNIE LAVERN
CRAVEN, DEBBIE WALTERS
218 CANDELLA DR MATTHEWS, NC 28104 Proration 0084199123 K4KZ AUTHORIZED 856086287
Refund Generated due to proration on Bill #0084199123-2024-2024-0000-00
Vehicle Sold
Page 3 of 17
116
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 ($6.51)$0.00700TAX($10.94)$0.00
700 VEHICLE FEE ($25.00)$0.00
023 TAX ($2.47)$0.00
003 TAX ($0.61)$0.00005TAX($0.26)$0.00
004 TAX ($2.25)$0.00
002 TAX ($15.51)$0.00
Refund001TAX($91.87)$0.00
026 TAX ($22.40)$0.00
003 TAX ($9.85)$0.00
005 TAX ($2.20)$0.00004TAX($16.44)$0.00
002 TAX ($210.66)$0.00
Refund
001 TAX ($3.74)$0.00200TAX($14.64)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.35)$0.00
005 TAX ($0.15)$0.00004TAX($1.29)$0.00
002 TAX ($8.91)$0.00
Refund
001 TAX ($2.75)$0.00
200 TAX ($10.76)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($0.26)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.95)$0.00002TAX($6.54)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $7.65 $0.00200TAX($19.80)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $1.92 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX($24.94)$0.00
026 TAX ($6.08)$0.00
003 TAX ($2.67)$0.00
005 TAX ($0.60)$0.00004TAX($4.46)$0.00
002 TAX ($57.19)$0.00
Refund
001 TAX ($21.90)$0.00
014 TAX ($6.82)$0.00003TAX($2.35)$0.00
005 TAX ($0.52)$0.00
004 TAX ($3.92)$0.00
002 TAX ($50.21)$0.00
Refund
001 TAX ($1.38)$0.00
200 TAX ($5.41)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($0.13)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.48)$0.00
002 TAX ($3.29)$0.00
Refund
001 TAX ($0.48)$0.00
015 TAX ($0.20)$0.00
003 TAX ($0.05)$0.00005TAX($0.02)$0.00
004 TAX ($0.17)$0.00
002 TAX ($1.14)$0.00
Refund
CRAWFORD, LAMAR WESTERN CRAWFORD, LAMAR WESTERN 15713 FAIRFIELD DR ($0.26)
($2.25)($15.51)
$63.55
($6.51)
($10.94)
($25.00)($2.47)
($0.61)974487584
Refund Generated due to proration on Bill #0075954854-2025-2025-0000-00
Vehicle Sold 3/16/2026 3/17/2026MATTHEWS, NC 28104 Proration 0075954854 HD7979R AUTHORIZED
($91.87)
($22.40)($9.85)
($2.20)
($16.44)
730470270
Refund Generated due to proration on Bill #0084229044-2024-2024-0000-00
Vehicle Sold 3/12/2026 3/13/2026WAXHAW, NC 28173 Proration 0084229044 KKY7127 AUTHORIZEDCRONIN, RAYMOND ANTHONY
CRONIN, RAYMOND ANTHONY
1634 LOOKOUT CIR
3/19/2026 3/20/2026
($3.74)
($14.64)
$0.00($0.35)
($0.15)
($1.29)
($8.91)
$29.08
($210.66)
$353.42
DETOMASO, ANTHONY JOHN II
DETOMASO, ANTHONY JOHN II
2442 OLD CHARLOTTE HWY MONROE, NC 28110 Proration 0089349944 RLC8397 AUTHORIZED 853580308
Refund Generated due to proration on Bill #0089349944-2025-2025-0000-00
Vehicle Sold
DIAS SERVICES LLC DIAS SERVICES LLC 2000 ALICE FLAGG LANE 12-203 INDIAN TRAIL, NC 28079 Adjustment < $100 0089525382 MBE5064 PENDING 1095705747
Refund Generated due to adjustment on Bill #0089525382-2025-2025-0000
($2.75)
($10.76)
$0.00
($0.26)($0.11)853580315
Refund Generated due to proration on Bill #0087710243-2025-2025-0000-00
Vehicle Sold 3/19/2026 3/20/2026MONROE, NC 28110 Proration 0087710243 LEZ5108 AUTHORIZEDDETOMASO, ANTHONY JOHN
II
DETOMASO, ANTHONY JOHN
II
2442 OLD CHARLOTTE HWY
Situs error 3/12/2026
$0.00
$7.65
($19.80)
($30.00)$1.92
$0.00
$0.00
$0.00$0.00
$40.23
($0.95)
($6.54)
$21.37
($24.94)
($6.08)($2.67)
($0.60)
($4.46)
731397180
Refund Generated due to proration on Bill #0084224228-2024-2024-0000-00
Reg . Out of state 3/18/2026 3/19/2026ORLANDO, FL 32836 Proration 0084224228 KJC2578 AUTHORIZEDDONALDSON, KEVIN DAVID DONALDSON, KEVIN DAVID 11460 WAKEWORTH ST
3/18/2026 3/19/2026
($21.90)
($6.82)
($2.35)
($0.52)($3.92)
($50.21)
$85.72
($57.19)
$95.94
DURAN, JOSE LUIS FIGUEROA DURAN, JOSE LUIS FIGUEROA 902 BRUCE THOMAS RD MONROE, NC 28112 Proration 0084160191 1493CL AUTHORIZED 731396292
Refund Generated due to proration on Bill #0084160191-2024-2024-0000-00
Vehicle Sold
FARRELL, DANA RENEE FARRELL, DANA RENEE 6105 GRIFFITH RD MONROE, NC 28112 Proration 0086939344 RKV9675 AUTHORIZED 728865318
Refund Generated due to proration on Bill #0086939344-2025-
2025-0000-00
($1.38)($5.41)
$0.00
($0.13)
($0.06)852442304
Refund Generated due to adjustment on Bill #0081716936-2025-2025-0000-00
Over Assessment 3/13/2026MONROE, NC 28112 Adjustment < $100 0081716936 LFM2505 PENDINGELKAZAZ, USAMA AHMED ELKAZAZ, USAMA AHMED 211 WILSON ST
Vehicle
Sold 3/3/2026 3/4/2026
($0.48)($0.20)
($0.05)
($0.02)
($0.17)($1.14)
$2.06
($0.48)
($3.29)
$10.75
Page 4 of 17
117
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 ($7.73)$0.00600TAX($11.69)$0.00
023 TAX ($2.93)$0.00
003 TAX ($0.73)$0.00
005 TAX ($0.31)$0.00004TAX($2.68)$0.00
002 TAX ($18.42)$0.00
Refund
001 TAX ($24.84)$0.00200TAX($76.48)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($2.66)$0.00
005 TAX ($0.59)$0.00004TAX($4.44)$0.00
002 TAX ($56.95)$0.00
Refund
001 TAX ($1.36)$0.00700TAX($2.29)$0.00
700 VEHICLE FEE $0.00 $0.00
023 TAX ($0.52)$0.00
003 TAX ($0.13)$0.00005TAX($0.05)$0.00
004 TAX ($0.47)$0.00
002 TAX ($3.25)$0.00
Refund
001 TAX $0.00 $0.00200TAX($38.94)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $5.93 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX$0.00 $0.00
200 TAX ($30.54)$0.00
200 VEHICLE FEE ($30.00)$0.00
014 TAX $3.05 $0.00003TAX$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 ($47.60)$0.00
600 TAX ($72.00)$0.00
026 TAX ($12.87)$0.00003TAX($4.49)$0.00
005 TAX ($1.91)$0.00
004 TAX ($16.47)$0.00
002 TAX ($113.41)$0.00
Refund001TAX($8.54)$0.00
700 TAX ($14.36)$0.00
700 VEHICLE FEE $0.00 $0.00
023 TAX ($3.24)$0.00003TAX($0.81)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.95)$0.00
002 TAX ($20.35)$0.00
Refund
001 TAX ($12.23)$0.00
200 TAX ($47.88)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($1.15)$0.00
005 TAX ($0.49)$0.00
004 TAX ($4.23)$0.00
002 TAX ($29.14)$0.00
Refund
001 TAX $0.00 $0.00
930 TAX $2.37 $0.12
200 TAX ($52.18)($2.61)200 VEHICLE FEE ($30.00)$0.00
016 TAX $6.70 $0.34
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
FEDAROVICH, ALINA 5905 PRESTWICK LN
($2.68)
($18.42)
$44.49
FERGUSON, BRANDON WADE FERGUSON, BRANDON WADE 1565 BANHAM DR INDIAN TRAIL, NC 28079 Proration 0083354687 RCV6807 AUTHORIZED 851726890
Refund Generated due to proration on Bill #0083354687-2024-2024-0000-00
($7.73)
($11.69)
($2.93)($0.73)
($0.31)852441457
Refund Generated due to proration on Bill #0089276797-2025-2025-0000-00
Vehicle Sold 3/13/2026 3/16/2026MONROE, NC 28110 Proration 0089276797 VHX5351 AUTHORIZEDFEDAROVICH, ALINA
FERNANDEZ, ANDRES RAMON FERNANDEZ, ANDRES RAMON FERNANDEZ, CLAUDINE NOEL 2009 YELLOW DAISY DR
Vehicle Sold 3/10/2026 3/11/2026
($24.84)
($76.48)
$0.00($2.66)
($0.59)
($4.44)
($56.95)
$165.96
($0.05)
($0.47)
($3.25)$8.07
($1.36)
($2.29)
$0.00($0.52)
($0.13)976517936
Refund Generated due to proration on Bill #0028661145-2025-2025-0000-00
Vehicle Sold 3/24/2026 3/25/2026MATTHEWS, NC 28104 Proration 0028661145 VZM8809 AUTHORIZED
GALVAN DISTRIBUTORS LLC
GALVAN DISTRIBUTORS LLC
TR22 4015 PAGELAND HWY
$0.00
$0.00$0.00
$63.01
$0.00
($38.94)
($30.00)$5.93
$0.00973960648
Refund Generated due to adjustment on Bill #0089535123-2025-2025-0000
Situs error 3/12/2026MARSHVILLE, NC 28103 Adjustment < $100 0089535123 RAB7675 PENDINGFREELAND, THOMAS HOOD JR
FREELAND, THOMAS HOOD JR
2900 GOURDVINE DR
$0.00$0.00
$0.00
$57.49
$0.00
($30.54)($30.00)
$3.05
$0.00973960632
Refund Generated due to adjustment on Bill #0089545140-2025-2025-0000
Situs error 3/12/2026MONROE, NC 28112 Adjustment < $100 0089545140 MBD2826 PENDING
GATRELL, DENNIS DEAN GATRELL, DENNIS DEAN 6117 ABERGELE LN MATTHEWS, NC 28104 Proration 0063519717 THB9097 AUTHORIZED 976517808
Refund Generated due to proration on Bill #0063519717-2025-2025-0000-00
($47.60)($72.00)
($12.87)
($4.49)
($1.91)854453068
Refund Generated due to proration on Bill #0065361631-2025-2025-0000-00
Vehicle Sold 3/24/2026 3/25/2026INDIAN TRAIL, NC 28079 Proration 0065361631 DREAMBI6 AUTHORIZEDGARCIA, GINIS JOSEPH GARCIA, GINIS JOSEPH 1008 TOLKA RD
Vehicle Sold 3/24/2026 3/25/2026
($8.54)
($14.36)$0.00
($3.24)
($0.81)
($0.34)($2.95)
($20.35)
$50.59
($16.47)($113.41)
$268.75
GOLI, SASIDHAR GOLI, SASIDHAR 2006 NC-218 INDIAN TRAIL, NC 28079 Adjustment < $100 0089772090 LFJ2754 PENDING 1095706143
Refund Generated due to adjustment on Bill #0089772090-2025-2025-0000
($12.23)($47.88)
$0.00
($1.15)
($0.49)853058766
Refund Generated due to proration on Bill #0081676759-2025-2025-0000-00
Insurance Lapse 3/17/2026 3/18/2026MONROE, NC 28110 Proration 0081676759 KKH8924 AUTHORIZEDGIBSON, KAY HARDLEY GIBSON, KAY HARDLEY 2675 ROLLING HILLS DR
Situs error 3/12/2026
$0.00$2.49
($54.79)
($30.00)
$7.04
$0.00$0.00
$0.00
$0.00
$75.26
($4.23)
($29.14)
$95.12
Page 5 of 17
118
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00930TAX$1.84 $0.16
200 TAX ($46.23)($4.05)
200 VEHICLE FEE ($30.00)$0.00
016 TAX $5.57 $0.49003TAX$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 ($17.22)$0.00
500 TAX ($40.63)$0.00
500 VEHICLE FEE $0.00 $0.00028TAX($5.52)$0.00
003 TAX ($1.85)$0.00
005 TAX ($0.41)$0.00
004 TAX ($3.08)$0.00002TAX($39.49)$0.00
Refund
001 TAX ($178.61)$0.00
800 TAX ($55.62)$0.00026TAX($48.31)$0.00
003 TAX ($16.84)$0.00
005 TAX ($7.15)$0.00
004 TAX ($61.81)$0.00
002 TAX ($425.55)$0.00Refund
001 TAX ($30.02)$0.00
013 TAX ($4.62)$0.00
003 TAX ($2.83)$0.00005TAX($1.20)$0.00
004 TAX ($10.39)$0.00
002 TAX ($71.54)$0.00
Refund001TAX($3.72)$0.00
026 TAX ($1.01)$0.00
003 TAX ($0.35)$0.00
005 TAX ($0.15)$0.00004TAX($1.29)$0.00
002 TAX ($8.88)$0.00
Refund
001 TAX $0.00 $0.00200TAX($23.10)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $2.49 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00200TAX($3.52)($0.20)
200 VEHICLE FEE ($30.00)$0.00
015 TAX $0.38 $0.02
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX($20.10)$0.00
026 TAX ($5.44)$0.00
003 TAX ($1.90)$0.00
005 TAX ($0.80)$0.00004TAX($6.95)$0.00
002 TAX ($47.88)$0.00
Refund
001 TAX ($0.30)$0.00500TAX($0.70)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.10)$0.00
003 TAX ($0.03)$0.00005TAX($0.01)$0.00
004 TAX ($0.05)$0.00
002 TAX ($0.68)$0.00
Refund
GONSALVES, DAVID HOWARD JR
GONSALVES, DAVID HOWARD JR
2493 CREEKVIEW DR
$0.00
$0.00$0.00
$0.00
$72.22
$0.00
$2.00
($50.28)($30.00)
$6.061095706152
Refund Generated due to adjustment on Bill #0081949054-2024-2024-0000
Situs error 3/12/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0081949054 LFJ2754 PENDINGGOLI,
SASIDHAR
GOLI,
SASIDHAR 2006 NC-218
($0.41)
($3.08)
($39.49)
$108.20
($17.22)($40.63)
$0.00
($5.52)
($1.85)976518384
Refund Generated due to proration on Bill #0071278547-2024-2024-0000-00
Vehicle Sold 3/24/2026 3/25/2026WAXHAW, NC 28173 Proration 0071278547 KBN8072 AUTHORIZED
GRIGGS, RANDALL CLIFTON
GRIGGS, RANDALL CLIFTON
310 THREE KNOTTS RD MONROE, NC 28112 Proration 0088845483 RCGJV AUTHORIZED 730020528
Refund Generated due to proration on Bill #0088845483-2025-2025-0000-00
($178.61)
($55.62)
($48.31)
($16.84)
($7.15)853811280
Refund Generated due to proration on Bill #0088568121-2025-2025-0000-00
Vehicle Sold 3/20/2026 3/23/2026MATTHEWS, NC 28104 Proration 0088568121 VHY7307 AUTHORIZEDGOODMAN, PHILIP SCOTT GOODMAN, PHILIP SCOTT
5096 CAMBRIDGE OAKS DR
GRIMM, JOSIAH DANIEL 1039 BEACON AVE
Vehicle Sold 3/9/2026 3/10/2026
($30.02)($4.62)
($2.83)
($1.20)
($10.39)($71.54)
$120.60
($61.81)
($425.55)
$793.89
($8.88)
$15.40
HAGGIN, DAVID SCOTT HAGGIN, DAVID SCOTT 1713 ROSCOE HOWEY RD A WAXHAW, NC 28173 Adjustment < $100 0089287147 HLA9940 PENDING 973961032
Refund Generated due to adjustment on Bill #0089287147-2025-2025-0000
Situs error
($3.72)
($1.01)($0.35)
($0.15)
($1.29)
731191350
Refund Generated due to proration on Bill #0063014768-2025-2025-0000-00
Vehicle Sold 3/17/2026 3/18/2026MONROE, NC 28110 Proration 0063014768 FCD2881 AUTHORIZEDGRIMM, JOSIAH DANIEL
HAGGIN, DAVID SCOTT HAGGIN, DAVID SCOTT 1713 ROSCOE HOWEY RD A
3/12/2026
$0.00
($23.10)
($30.00)$2.49
$0.00
$0.00
$0.00
$0.00$50.61
$0.00
$0.00$0.00
$33.32
$0.00
($3.72)
($30.00)$0.40
$0.00973961040
Refund Generated due to adjustment on Bill #0089287168-2025-2025-0000
Situs error 3/12/2026WAXHAW, NC 28173 Adjustment < $100 0089287168 EJX4745 PENDING
($20.10)
($5.44)($1.90)
($0.80)
($6.95)
733788102
Refund Generated due to proration on Bill #0062638112-2025-2025-0000-00
Vehicle Sold 3/30/2026 3/31/2026MONROE, NC 28110 Proration 0062638112 THB3421 AUTHORIZEDHAMMOND, PATRICIA MARIE
HAMMOND, PATRICIA MARIE
211 WILLOUGHBY RD
3/31/2026 4/1/2026
($0.30)
($0.70)
$0.00($0.10)
($0.03)
($0.01)
($0.05)
($0.68)$1.87
($47.88)
$83.07
HANSON, JEFFERY AARON HANSON, JEFFERY AARON 8909 RED BARONE PL WAXHAW, NC 28173 Proration 0050395757 7P7136 AUTHORIZED 978452984
Refund Generated due to proration on Bill #0050395757-2024-2024-0000-00
Vehicle Totalled
Page 6 of 17
119
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 ($10.10)$0.00800TAX($3.15)$0.00
026 TAX ($2.73)$0.00
003 TAX ($0.95)$0.00
005 TAX ($0.41)$0.00004TAX($3.49)$0.00
002 TAX ($24.07)$0.00
Refund
001 TAX ($29.20)$0.00990TAX($4.54)$0.00
015 TAX ($12.31)$0.00
003 TAX ($2.75)$0.00
005 TAX ($1.17)$0.00004TAX($10.11)$0.00
002 TAX ($69.56)$0.00
Refund
001 TAX ($8.33)$0.00930TAX($1.02)$0.00
016 TAX ($3.09)$0.00
003 TAX ($0.89)$0.00
005 TAX ($0.20)$0.00004TAX($1.49)$0.00
002 TAX ($19.09)$0.00
Refund
001 TAX ($8.53)($0.43)
970 TAX ($0.86)($0.04)026 TAX ($2.08)($0.10)
003 TAX ($0.92)($0.05)
005 TAX ($0.20)($0.01)
004 TAX ($1.52)($0.07)002 TAX ($19.57)($0.98)
Refund
001 TAX ($4.56)$0.00
017 TAX ($1.64)$0.00003TAX($0.49)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.82)$0.00
002 TAX ($10.46)$0.00
Refund
001 TAX ($5.49)$0.00
600 TAX ($8.30)$0.00
019 TAX ($2.42)$0.00003TAX($0.52)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.90)$0.00
002 TAX ($13.08)$0.00
Refund
001 TAX ($12.70)$0.00
200 TAX ($49.73)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.20)$0.00005TAX($0.51)$0.00
004 TAX ($4.39)$0.00
002 TAX ($30.27)$0.00
Refund001TAX($7.26)$0.00
930 TAX ($1.29)$0.00
016 TAX ($3.65)$0.00
003 TAX ($0.69)$0.00005TAX($0.29)$0.00
004 TAX ($2.51)$0.00
002 TAX ($17.31)$0.00
Refund001TAX($7.00)$0.00
970 TAX ($1.40)$0.00
026 TAX ($1.89)$0.00
003 TAX ($0.66)$0.00005TAX($0.28)$0.00
004 TAX ($2.42)$0.00
002 TAX ($16.67)$0.00
Refund
($10.10)
($3.15)
($2.73)($0.95)
($0.41)854753144
Refund Generated due to proration on Bill #0057957102-2025-2025-0000-00
Vehicle Sold 3/25/2026 3/26/2026WEDDINGTON, NC 28104 Proration 0057957102 DLF6205 AUTHORIZEDHAROYAN, VARDUHI HAROYAN, VARDUHI 5109 CHICKADEE CT
Vehicle Totalled 3/3/2026 3/4/2026
($29.20)
($4.54)
($12.31)($2.75)
($1.17)
($10.11)
($69.56)
$129.64
($3.49)
($24.07)
$44.90
HARRELL, TIMOTHY RYAN HARRELL, TIMOTHY RYAN
1504 SPRINGFIELD DR
WAXHAW, NC 28173 Proration 0088790007 GPR2EC AUTHORIZED 850342969
Refund Generated due to proration on Bill #0088790007-2025-2025-0000-00
($8.33)
($1.02)
($3.09)($0.89)
($0.20)852441968
Refund Generated due to proration on Bill #0082689078-2024-2024-0000-00
Vehicle Totalled 3/13/2026 3/16/2026INDIAN TRAIL, NC 28079 Proration 0082689078 REA7546 AUTHORIZEDHARRIS, AMY NANCE HARRIS, AMY NANCE
HARRIS, WILLIAM MILLER JR
9021 BLUE ROCK RD
Vehicle Sold 3/12/2026 3/13/2026
($8.96)
($0.90)
($2.18)
($0.97)($0.21)
($1.59)
($20.55)
$35.36
($1.49)
($19.09)
$34.11
HARRIS, WILLIAM AMOS JR
HARRIS, WILLIAM AMOS
JR
HARRIS, KARY ORMOND 1123 LELAND DR
WESLEY CHAPEL, NC
28104
Proration 0071623852 ZZA4572 AUTHORIZED 852214874
Refund Generated due to proration on Bill #0071623852-2024-2024-0000-00
($4.56)
($1.64)
($0.49)
($0.11)($0.82)733786854
Refund Generated due to proration on Bill #0051242292-2024-2024-0000-00
Vehicle Sold 3/30/2026 3/31/2026MARSHVILLE, NC 28103 Proration 0051242292 FMK4230 AUTHORIZEDHELMS, MICHAEL SCOTT HELMS, MICHAEL SCOTT 3657 HOLLY SCHOOL RD
3/31/2026 4/1/2026
($5.49)($8.30)
($2.42)
($0.52)
($0.22)($1.90)
($13.08)
$31.93
($10.46)
$18.08
HILLIARD, ALEX WARREN HILLIARD, ALEX WARREN 5023 OLD CHARLOTTE HWY MONROE, NC 28110 Proration 0086809293 9N9316 AUTHORIZED 856148461
Refund Generated due to proration on Bill #0086809293-2025-2025-0000-00
Vehicle Sold
($12.70)
($49.73)$0.00
($1.20)
($0.51)854452949
Refund Generated due to proration on Bill #0056909744-2025-2025-0000-00
Vehicle Sold 3/24/2026 3/25/2026MONROE, NC 28112 Proration 0056909744 EED7420 AUTHORIZEDHOGAN, ASHLEY MEER HOGAN, ASHLEY MEER 2108 LOUISE DR
Mileage 3/27/2026
($7.26)
($1.29)($3.65)
($0.69)
($0.29)
($2.51)($17.31)
$33.00
($4.39)($30.27)
$98.80
HUIZAR,
SHANNA MAE
HUIZAR,
SHANNA MAE
3103 E BRIEF
RD
MONROE, NC
28110
Adjustment <
$100 0083641380 LHH7838 PENDING 855332226
Refund Generated due to adjustment on
Bill #0083641380-2025-2025-0000-00
($7.00)
($1.40)($1.89)
($0.66)
($0.28)852675929
Refund Generated due to proration on Bill #0086293062-2025-2025-0000-00
Vehicle Totalled 3/16/2026 3/17/2026MONROE, NC 28110 Proration 0086293062 LKC5344 AUTHORIZEDHUMM, MARY JANE HUMM, MARY JANE 3316 TAYLOR MORRISON WAY
($2.42)($16.67)
$30.32
Page 7 of 17
120
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 ($7.66)$0.00500TAX($18.06)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.45)$0.00
003 TAX ($0.82)$0.00005TAX($0.18)$0.00
004 TAX ($1.37)$0.00
002 TAX ($17.55)$0.00
Refund001TAX($9.88)$0.00
800 TAX ($3.08)$0.00
026 TAX ($2.68)$0.00
003 TAX ($0.93)$0.00005TAX($0.40)$0.00
004 TAX ($3.42)$0.00
002 TAX ($23.56)$0.00
Refund001TAX($10.24)$0.00
200 TAX ($31.53)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.10)$0.00005TAX($0.24)$0.00
004 TAX ($1.83)$0.00
002 TAX ($23.48)$0.00
Refund
001 TAX ($0.81)$0.00600TAX($0.92)$0.00
019 TAX ($0.32)$0.00
003 TAX ($0.09)$0.00
005 TAX ($0.02)$0.00004TAX($0.15)$0.00
002 TAX ($1.85)$0.00
Refund
001 TAX ($6.04)$0.00019TAX($2.67)$0.00
003 TAX ($0.57)$0.00
005 TAX ($0.24)$0.00
004 TAX ($2.09)$0.00002TAX($14.39)$0.00
Refund
001 TAX ($3.34)$0.00
022 TAX ($1.75)$0.00003TAX($0.36)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.60)$0.00
002 TAX ($7.67)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $5.25 $0.00
200 TAX ($13.60)$0.00
200 VEHICLE FEE ($30.00)$0.00026TAX$0.94 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX ($7.90)$0.00
101 TAX ($3.87)$0.00101VEHICLE FEE $0.00 $0.00
026 TAX ($1.92)$0.00
003 TAX ($0.85)$0.00
005 TAX ($0.19)$0.00004TAX($1.41)$0.00
002 TAX ($18.12)$0.00
Refund
001 TAX ($17.19)$0.00970TAX($3.44)$0.00
015 TAX ($7.24)$0.00
003 TAX ($1.62)$0.00
005 TAX ($0.69)$0.00004TAX($5.95)$0.00
002 TAX ($40.95)$0.00
Refund
IMANI, MOHAMMADREZA IMANI, MOHAMMADREZA
NASR ESFAHANI, BEHNAZ
8210 DENHOLME DR WAXHAW, NC 28173 Proration 0084253834 LCX3621 AUTHORIZED 977523152
Refund Generated due to proration on Bill #0084253834-2024-2024-0000-00
Vehicle Sold 3/27/2026 3/30/2026
($7.66)
($18.06)
$0.00($2.45)
($0.82)
($0.18)
($1.37)($17.55)
$48.09
($9.88)
($3.08)($2.68)
($0.93)
($0.40)855331932
Refund Generated due
to proration on Bill #0051227060-2025-2025-0000-00
Vehicle Sold 3/27/2026 3/30/2026WEDDINGTON, NC 28104 Proration 0051227060 TBP5472 AUTHORIZEDISKENDEROVA, KAMILLA ISKENDEROVA, KAMILLA 955 HARLOWS CROSSING DR
Vehicle Sold 3/24/2026 3/25/2026
($10.24)
($31.53)$0.00
($1.10)
($0.24)
($1.83)
($23.48)$68.42
($3.42)($23.56)
$43.95
JAMISON, GARY DWAYNE JAMISON, GARY DWAYNE JAMISON, DELORES GILL
3308 CONTINENTAL DR
MONROE, NC 28110 Proration 0081599821 HET6048 AUTHORIZED 854452662
Refund Generated due to proration on Bill #0081599821-2024-2024-0000-00
KNIGHT, JENNIFER QUICKEL
KNIGHT, JENNIFER QUICKEL
KNIGHT, CHRISTOPHER BRIAN
223 SEVEN OAKS DR MONROE, NC 28110 Proration 0040495908 BEF8285 AUTHORIZED 731839728
Refund Generated due to proration on Bill #0040495908-2025-2025-0000-00
($0.81)
($0.92)
($0.32)($0.09)
($0.02)853580581
Refund Generated due to proration on Bill #0027337682-2024-2024-0000-00
Vehicle Sold 3/19/2026 3/20/2026MONROE, NC 28110 Proration 0027337682 CAP9001 AUTHORIZEDJONES, BEVERLY ANN JONES, BEVERLY ANN 5102 OLD CHARLOTTE HWY
KNOWLES, READ MASTERS KNOWLES, AMANDA HARTON 1216 S FOREST HILLS SCHOO
Vehicle Sold 3/20/2026 3/23/2026
($6.04)
($2.67)
($0.57)($0.24)
($2.09)
($14.39)
$26.00
($0.15)
($1.85)
$4.16
($7.67)
$13.80
KORIN, EMAD MANSOR-M KORIN, EMAD MANSOR-M 9008 MAGNA LNTRAIL DR INDIAN TRAIL, NC 28079 Adjustment < $100 0089720703 WAW2602 PENDING 1095706386
Refund Generated due to adjustment on Bill #0089720703-2025-2025-0000
Situs error
($3.34)
($1.75)
($0.36)
($0.08)($0.60)730020270
Refund Generated due to proration on Bill #0083502971-2024-2024-0000-01
Vehicle Totalled 3/9/2026 3/10/2026MARSHVILLE, NC 28103 Proration 0083502971 JEE7201 AUTHORIZEDKNOWLES, READ MASTERS
KORRAPATI, RAJENDRA PRASAD
KORRAPATI, RAJENDRA PRASAD
140 ELLISON WAY
3/12/2026
$0.00
$5.25($13.60)
($30.00)
$0.94
$0.00$0.00
$0.00
$0.00
$37.41
($0.19)
($1.41)
($18.12)
$34.26
($7.90)
($3.87)
$0.00
($1.92)($0.85)973360320
Refund Generated due to proration on Bill #0072934004-2024-2024-0000-00
Vehicle Sold 3/9/2026 3/10/2026MARVIN, NC 28173 Proration 0072934004 WXF9783 AUTHORIZED
($17.19)
($3.44)
($7.24)($1.62)
($0.69)855332401
Refund Generated due to proration on Bill #0068233654-2025-2025-0000-00
Vehicle Sold 3/27/2026 3/30/2026WAXHAW, NC 28173 Proration 0068233654 EHA3524 AUTHORIZEDLANG, JOHN ERIC LANG, JOHN ERIC 5422 SILVER CREEK DR
($5.95)
($40.95)
$77.08
Page 8 of 17
121
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 ($24.97)$0.00600TAX($37.77)$0.00
026 TAX ($6.75)$0.00
003 TAX ($2.36)$0.00
005 TAX ($1.00)$0.00004TAX($8.64)$0.00
002 TAX ($59.50)$0.00
Refund
001 TAX $0.00 $0.00200TAX($4.84)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $0.47 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX($15.82)$0.00
700 TAX ($26.59)$0.00
700 VEHICLE FEE $0.00 $0.00
020 TAX ($6.50)$0.00003TAX($1.49)$0.00
005 TAX ($0.63)$0.00
004 TAX ($5.47)$0.00
002 TAX ($37.68)$0.00
Refund001TAX($7.73)$0.00
200 TAX ($30.25)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.73)$0.00005TAX($0.31)$0.00
004 TAX ($2.68)$0.00
002 TAX ($18.42)$0.00
Refund001TAX($9.31)$0.00
800 TAX ($1.42)$0.00
026 TAX ($2.27)$0.00
003 TAX ($1.00)$0.00005TAX($0.22)$0.00
004 TAX ($1.66)$0.00
002 TAX ($21.35)$0.00
Refund001TAX($10.03)$0.00
027 TAX ($4.74)$0.00
003 TAX ($0.94)$0.00
005 TAX ($0.40)$0.00004TAX($3.47)$0.00
002 TAX ($23.90)$0.00
Refund
001 TAX ($25.05)$0.00
600 TAX ($37.88)$0.00023TAX($9.51)$0.00
003 TAX ($2.36)$0.00
005 TAX ($1.00)$0.00
004 TAX ($8.67)$0.00002TAX($59.68)$0.00
Refund
001 TAX ($11.53)$0.00
600 TAX ($17.44)$0.00020TAX($4.74)$0.00
003 TAX ($1.09)$0.00
005 TAX ($0.46)$0.00
004 TAX ($3.99)$0.00002TAX($27.48)$0.00
Refund
001 TAX ($10.10)$0.00
200 TAX ($39.55)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($0.95)$0.00
005 TAX ($0.40)$0.00
004 TAX ($3.49)$0.00002TAX($24.07)$0.00
Refund
Vehicle Sold 3/6/2026 3/9/2026
($24.97)
($37.77)
($6.75)($2.36)
($1.00)
($8.64)
($59.50)
$140.99
LASHTUR, YURIY LASHTUR, YURIY 4006 MAGNA LN INDIAN TRAIL, NC 28079 Proration 0081485263 LFN7394 AUTHORIZED 851131253
Refund Generated due to proration on Bill #0081485263-2025-2025-0000-00
LEWELLYN,
HAROLD MARK
LEWELLYN,
HAROLD MARK
1016 MILLBANK
DR
$0.00
$0.00$0.00
$34.37
$0.00
($4.84)
($30.00)$0.47
$0.00973960880
Refund Generated due to adjustment on Bill #0089563386-2025-2025-0000
Situs error 3/12/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0089563386 WAT3766 PENDINGLEMMOND, ANN CONNELL LEMMOND, ANN CONNELL 7015 INDIAN TRAIL FAIRVIEW DR
($0.63)
($5.47)($37.68)
$94.18
($15.82)
($26.59)$0.00
($6.50)
($1.49)977523200
Refund Generated due to proration on Bill #0051224429-2025-2025-0000-00
Vehicle
Sold 3/27/2026 3/30/2026STALLINGS, NC 28104 Proration 0051224429 FEC6796 AUTHORIZED
($7.73)
($30.25)$0.00
($0.73)
($0.31)850342458
Refund Generated due to proration on Bill #0089141003-2025-
2025-0000-00
Vehicle Sold 3/3/2026 3/4/2026MONROE, NC
28110 Proration 0089141003 VHY7763 AUTHORIZEDLOVE, KELSEY
HEFNER
LOVE, KELSEY
HEFNER 1409 LOVE RD
Vehicle Sold 3/17/2026 3/18/2026
($9.31)
($1.42)($2.27)
($1.00)
($0.22)
($1.66)($21.35)
$37.23
($2.68)($18.42)
$60.12
LOVE, MARK JOSEPH LOVE, MARK JOSEPH LOVE, ANDREW CHARLES 4264 MOURNING DOVE DR MATTHEWS, NC 28104 Proration 0066769515 HKB6429 AUTHORIZED 853058073
Refund Generated due
to proration on Bill #0066769515-2024-2024-0000-00
($10.03)
($4.74)($0.94)
($0.40)
($3.47)
729339936
Refund Generated due to proration on Bill #0088566907-2025-2025-0000-00
Vehicle Sold 3/5/2026 3/6/2026MONROE, NC 28112 Proration 0088566907 VHB2463 AUTHORIZED
LYASHENKO, OLEG ALEKSANDROVICH
LYASHENKO, OLEG ALEKSANDROVICH
4710 OLD PAGELAND MARSHVILLE RD
3/26/2026 3/27/2026
($25.05)
($37.88)
($9.51)
($2.36)($1.00)
($8.67)
($59.68)
$144.15
($23.90)
$43.48
M&D STARCOMFORT LLC
M&D STARCOMFORT
LLC
2007 MOONSTONE LN INDIAN TRAIL, NC 28079 Proration 0087267073 ZT8671 AUTHORIZED 855039241
Refund Generated due to proration on Bill #0087267073-2025-2025-0000-00
Vehicle Sold
($11.53)
($17.44)
($4.74)
($1.09)($0.46)856086336
Refund Generated due to proration on Bill #0069475131-2025-2025-0000-00
Vehicle Sold 3/30/2026 3/31/2026MATTHEWS, NC 28104 Proration 0069475131 JKJ4580 AUTHORIZEDMACEUS, DEXTER EMMANUEL
MACEUS, DEXTER EMMANUEL
226 HARPERS RUN LN
Vehicle Sold 3/12/2026 3/13/2026
($10.10)
($39.55)
$0.00
($0.95)($0.40)
($3.49)
($24.07)
$78.56
($3.99)
($27.48)
$66.73
MALCOMB, RICKEY DAVID MALCOMB, RICKEY DAVID
MALCOMB, ROXANNE DENISE
3121 N ROCKY RIVER RD MONROE, NC 28110 Proration 0074791061 VBE1566 AUTHORIZED 852215630
Refund Generated due to proration on Bill #0074791061-2025-2025-0000-00
Page 9 of 17
122
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 ($8.47)$0.00200TAX($26.09)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.91)$0.00
005 TAX ($0.20)$0.00004TAX($1.52)$0.00
002 TAX ($19.43)$0.00
Refund
001 TAX ($24.12)$0.00900TAX($31.41)$0.00
023 TAX ($7.56)$0.00
003 TAX ($2.58)$0.00
005 TAX ($0.57)$0.00004TAX($4.31)$0.00
002 TAX ($55.30)$0.00
Refund
001 TAX ($0.92)$0.00026TAX($0.22)$0.00
003 TAX ($0.10)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.16)$0.00002TAX($2.11)$0.00
Refund
001 TAX ($14.48)$0.00
500 TAX ($37.36)$0.00
500 VEHICLE FEE $0.00 $0.00028TAX($5.92)$0.00
003 TAX ($1.37)$0.00
005 TAX ($0.58)$0.00
004 TAX ($5.01)$0.00002TAX($34.50)$0.00
Refund
001 TAX ($2.70)$0.00
200 TAX ($10.56)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($0.25)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.93)$0.00002TAX($6.43)$0.00
Refund
001 TAX ($21.82)$0.00
200 TAX ($85.41)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($2.06)$0.00
005 TAX ($0.87)$0.00
004 TAX ($7.55)$0.00002TAX($51.98)$0.00
Refund
001 TAX ($24.61)$0.00
600 TAX ($27.90)$0.00
026 TAX ($6.00)$0.00003TAX($2.64)$0.00
005 TAX ($0.59)$0.00
004 TAX ($4.40)$0.00
002 TAX ($56.42)$0.00
Refund
001 TAX ($3.90)$0.00
017 TAX ($2.48)$0.00
003 TAX ($0.37)$0.00005TAX($0.16)$0.00
004 TAX ($1.35)$0.00
002 TAX ($9.29)$0.00
Refund001TAX$0.00 $0.00
600 TAX $20.38 $0.00
200 TAX ($52.76)$0.00
200 VEHICLE FEE ($30.00)$0.00023TAX$5.12 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
($8.47)
($26.09)
$0.00($0.91)
($0.20)850640140
Refund Generated due to proration on Bill #0086305689-2024-2024-0000-00
Vehicle Sold 3/4/2026 3/5/2026MONROE, NC 28110 Proration 0086305689 TLE2027 AUTHORIZEDMANTACH, ILYA ALEXANDROVICH MANTACH, ILYA ALEXANDROVICH 3560 NIMBELL RD
Vehicle Sold 3/26/2026 3/27/2026
($24.12)
($31.41)
($7.56)($2.58)
($0.57)
($4.31)
($55.30)
$125.85
($1.52)
($19.43)
$56.62
MARWITZ, KURT ALAN MARWITZ, KURT ALAN 4004 ALDEN ST LAKE PARK, NC 28079 Proration 0061330028 TMR4539 AUTHORIZED 855038324
Refund Generated due to proration on Bill #0061330028-2024-2024-0000-00
($0.92)
($0.22)
($0.10)($0.02)
($0.16)
733788234
Refund Generated due to proration on Bill #0078655716-2024-2024-0000-00
Vehicle Sold 3/30/2026 3/31/2026WAXHAW, NC 28173 Proration 0078655716 VDE7193 AUTHORIZEDMASON, JULES MASON, JULES 8721 BEAMINSTER PL
3/26/2026 3/27/2026
($14.48)($37.36)
$0.00
($5.92)
($1.37)($0.58)
($5.01)
($34.50)
$99.22
($2.11)
$3.53
MASSEY, RONALD MASSEY, RONALD 3617 WAXHAW INDIAN TRAIL WAXHAW, NC 28173 Proration 0070240879 KFF5614 AUTHORIZED 977186784
Refund Generated due to proration on Bill #0070240879-2025-2025-0000-00
Vehicle Totalled
($2.70)
($10.56)
$0.00
($0.25)($0.10)851976244
Refund Generated due to proration on Bill #0088217873-2025-2025-0000-00
Vehicle Sold 3/11/2026 3/12/2026MONROE, NC 28110 Proration 0088217873 RLC7918 AUTHORIZEDMATSIASH, ALIAKSANDR MATSIASH, ALIAKSANDR 2712 AUBREY ST
Vehicle Totalled 3/9/2026 3/10/2026
($21.82)
($85.41)
$0.00
($2.06)($0.87)
($7.55)
($51.98)
$169.69
($0.93)
($6.43)
$20.97
MCCARTER, FRANKIE MAE MCCARTER, FRANKIE MAE 300 WILSON ST MONROE, NC 28112 Proration 0088420478 LMP3822 AUTHORIZED 851690308
Refund Generated due to proration on Bill #0088420478-2025-2025-0000-00
($24.61)($27.90)
($6.00)
($2.64)
($0.59)853811042
Refund Generated due to proration on Bill #0072382380-2024-2024-0000-00
Vehicle Sold 3/20/2026 3/23/2026INDIAN TRAIL, NC 28079 Proration 0072382380 ZVX3466 AUTHORIZEDMCCONAUGHY, NEIL ALAN MCCONAUGHY, NEIL ALAN 2024 CLOVER HILL RD
MENDES SOARES, LUCIANE FELIX
MENDES SOARES, LUCIANE FELIX
3507 BROOKSTONE TRL
Over Assessment 3/13/2026
($3.90)($2.48)
($0.37)
($0.16)
($1.35)($9.29)
$17.55
($4.40)
($56.42)
$122.56
MCKEOWN, DEBORA NANCE MCKEOWN, DEBORA NANCE MCKEOWN, EDWIN GLENN 2110 STATON RD MARSHVILLE, NC 28103 Adjustment < $100 0089358921 LMT9545 PENDING 730664124
Refund Generated due to adjustment on Bill #0089358921-2025-2025-0000-00
$0.00$0.00
$0.00
$0.00
$57.26
$0.00
$20.38($52.76)
($30.00)
$5.121095705774
Refund Generated due to adjustment on Bill #0089513915-2025-2025-0000
Situs error 3/12/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0089513915 WAW2516 PENDING
Page 10 of 17
123
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 ($73.08)$0.00970TAX($14.63)$0.00
020 TAX ($30.04)$0.00
003 TAX ($6.89)$0.00
005 TAX ($2.93)$0.00004TAX($25.29)$0.00
002 TAX ($174.11)$0.00
Refund
001 TAX ($12.35)$0.00600TAX($18.68)$0.00
023 TAX ($4.69)$0.00
003 TAX ($1.17)$0.00
005 TAX ($0.50)$0.00004TAX($4.28)$0.00
002 TAX ($29.43)$0.00
Refund
001 TAX ($4.95)$0.00600TAX($5.61)$0.00
023 TAX ($1.55)$0.00
003 TAX ($0.53)$0.00
005 TAX ($0.12)$0.00004TAX($0.88)$0.00
002 TAX ($11.34)$0.00
Refund
001 TAX ($11.81)$0.00
500 TAX ($27.85)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($3.78)$0.00
003 TAX ($1.27)$0.00
005 TAX ($0.28)$0.00004TAX($2.11)$0.00
002 TAX ($27.07)$0.00
Refund
001 TAX ($7.79)$0.00500TAX($20.09)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($3.19)$0.00
003 TAX ($0.73)$0.00005TAX($0.31)$0.00
004 TAX ($2.69)$0.00
002 TAX ($18.55)$0.00
Refund001TAX($7.96)$0.00
200 TAX ($31.17)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.75)$0.00005TAX($0.32)$0.00
004 TAX ($2.76)$0.00
002 TAX ($18.97)$0.00
Refund
001 TAX ($3.99)$0.00500TAX($10.29)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.63)$0.00
003 TAX ($0.37)$0.00005TAX($0.16)$0.00
004 TAX ($1.38)$0.00
002 TAX ($9.50)$0.00
Refund001TAX($3.80)$0.00
500 TAX ($9.79)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.55)$0.00003TAX($0.36)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.31)$0.00
002 TAX ($9.05)$0.00
Refund
001 TAX ($14.44)$0.00
800 TAX ($4.50)$0.00
026 TAX ($3.91)$0.00003TAX($1.36)$0.00
005 TAX ($0.57)$0.00
004 TAX ($5.00)$0.00
002 TAX ($34.41)$0.00
Refund
MIESELL, ROBERT HENRY MIESELL, ROBERT HENRY 1015 ENDERBURY DR INDIAN TRAIL, NC 28079 Proration 0079115169 REDDE4D AUTHORIZED 853057653
Refund Generated due to proration on Bill #0079115169-2025-2025-0000-00
($73.08)
($14.63)
($30.04)($6.89)
($2.93)855039423
Refund Generated due to proration on Bill #0089797408-2025-2025-0000-00
Other Errors 3/26/2026 3/27/2026INDIAN TRAIL, NC 28079 Proration 0089797408 MBR6554 AUTHORIZEDMERRITT, JOHN STEWART JR MERRITT, JOHN STEWART JR 554 DOVEFIELD DR
MIESELL, TABITHA MICHELLE
MIESELL, ROBERT HENRY 1015 ENDERBURY DR
Vehicle Sold 3/17/2026 3/18/2026
($12.35)
($18.68)
($4.69)($1.17)
($0.50)
($4.28)
($29.43)
$71.10
($25.29)
($174.11)
$326.97
($0.88)
($11.34)
$24.98
MILLER, JORDAN NOEL MILLER, JORDAN NOEL 215 LIND POINT LN MONROE, NC 28110 Proration 0083419765 LCX2795 AUTHORIZED 976516984
Refund Generated due to proration on Bill #0083419765-2024-2024-0000-00
($4.95)
($5.61)
($1.55)($0.53)
($0.12)853294862
Refund Generated due to proration on Bill #0082383193-2024-2024-0000-00
Vehicle Sold 3/18/2026 3/19/2026INDIAN TRAIL, NC 28079 Proration 0082383193 JDE5871 AUTHORIZEDMIESELL, TABITHA MICHELLE
MILNER, LANCE WILLIAM MILNER, LANCE WILLIAM 149 BARCLAY DR
Vehicle Totalled 3/24/2026 3/25/2026
($11.81)
($27.85)
$0.00
($3.78)($1.27)
($0.28)
($2.11)
($27.07)
$74.17
MIOC, CLAUDIU SAMUEL 1413 MEDLIN RD
($0.31)
($2.69)($18.55)
$53.35
($7.79)
($20.09)
$0.00($3.19)
($0.73)978455512
Refund Generated due to proration on Bill #0030433418-2025-2025-0000-00
Vehicle Sold 3/31/2026 4/1/2026WAXHAW, NC 28173 Proration 0030433418 1065TF AUTHORIZED
($2.76)
($18.97)$61.93
MISTRY, RAJENDRAKUMAR ZAVERBHAI
MISTRY, RAJENDRAKUMAR ZAVERBHAI
3001 HAMILTON MILL DR WAXHAW, NC 28173 Proration 0056951199 TFV8451 AUTHORIZED 977187760
Refund Generated due to proration on Bill #0056951199-2025-2025-0000-00
($7.96)
($31.17)$0.00
($0.75)
($0.32)854453173
Refund Generated due to proration on Bill #0088858695-2025-2025-0000-00
Vehicle Sold 3/24/2026 3/25/2026MONROE, NC 28112 Proration 0088858695 VHY7170 AUTHORIZEDMIOC, CLAUDIU SAMUEL
MISTRY, RAJENDRAKUMAR ZAVERBHAI
MISTRY, RAJENDRAKUMAR ZAVERBHAI
3001 HAMILTON MILL DR
Vehicle Sold 3/26/2026 3/27/2026
($3.99)
($10.29)
$0.00($1.63)
($0.37)
($0.16)
($1.38)($9.50)
$27.32
($0.15)($1.31)
($9.05)
$26.01
($3.80)
($9.79)$0.00
($1.55)
($0.36)977187768
Refund Generated due to proration on Bill #0069008892-2025-2025-0000-00
Vehicle Sold 3/26/2026 3/27/2026WAXHAW, NC 28173 Proration 0069008892 TLP8654 AUTHORIZED
($14.44)($4.50)
($3.91)
($1.36)
($0.57)854453138
Refund Generated due to proration on Bill #0068572998-2025-2025-0000-00
Vehicle Sold 3/24/2026 3/25/2026MATTHEWS, NC 28104 Proration 0068572998 JHV7341 AUTHORIZEDMOATS, MATTHEW IAN MOATS, MATTHEW IAN 317 LEAHY MILL CT
($5.00)($34.41)
$64.19
Page 11 of 17
124
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 ($24.66)$0.00700TAX($41.46)$0.00
700 VEHICLE FEE $0.00 $0.00
020 TAX ($10.14)$0.00
003 TAX ($2.33)$0.00005TAX($0.99)$0.00
004 TAX ($8.53)$0.00
002 TAX ($58.74)$0.00
Refund001TAX($15.64)$0.00
500 TAX ($40.35)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($6.40)$0.00003TAX($1.48)$0.00
005 TAX ($0.62)$0.00
004 TAX ($5.42)$0.00
002 TAX ($37.26)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $7.18 $0.36
200 TAX ($19.50)($0.98)200 VEHICLE FEE ($30.00)$0.00
023 TAX $1.99 $0.10
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX ($11.84)$0.00
017 TAX ($7.51)$0.00003TAX($1.12)$0.00
005 TAX ($0.47)$0.00
004 TAX ($4.10)$0.00
002 TAX ($28.21)$0.00
Refund
001 TAX ($9.28)$0.00
970 TAX ($1.86)$0.00
026 TAX ($2.51)$0.00003TAX($0.87)$0.00
005 TAX ($0.38)$0.00
004 TAX ($3.21)$0.00
002 TAX ($22.09)$0.00
Refund
001 TAX ($1.02)$0.00
200 TAX ($3.14)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($0.11)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.18)$0.00
002 TAX ($2.34)$0.00
Refund001TAX($2.98)($0.16)
200 TAX ($9.18)($0.46)
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.32)($0.01)005 TAX ($0.07)$0.00
004 TAX ($0.53)($0.03)
002 TAX ($6.84)($0.34)
Refund001TAX($19.23)$0.00
101 TAX ($9.43)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($4.69)$0.00003TAX($2.06)$0.00
005 TAX ($0.46)$0.00
004 TAX ($3.44)$0.00
002 TAX ($44.09)$0.00
Refund
001 TAX ($7.59)$0.00
028 TAX ($3.11)$0.00
003 TAX ($0.71)$0.00005TAX($0.31)$0.00
004 TAX ($2.63)$0.00
002 TAX ($18.09)$0.00
Refund
MURILLO ROMO, ROSALIA MURILLO ROMO, ROSALIA 632 SPRING HILL RD MATTHEWS, NC 28104 Proration 0089286708 VHX4990 AUTHORIZED 973685536
Refund Generated due to proration on Bill #0089286708-2025-2025-0000-00
Vehicle Sold 3/11/2026 3/12/2026
($24.66)
($41.46)
$0.00($10.14)
($2.33)
($0.99)
($8.53)($58.74)
$146.85
NGUYEN, HUNG PHI NGUYEN, HUNG PHI 2114 KINDER OAK DR
($0.62)($5.42)
($37.26)
$107.17
($15.64)
($40.35)$0.00
($6.40)
($1.48)972453440
Refund Generated due to proration on Bill #0087925650-2025-2025-0000-00
Vehicle Totalled 3/5/2026 3/6/2026WAXHAW, NC 28173 Proration 0087925650 VCM3480 AUTHORIZEDNALI, LOUIS MATTHEW NALI, LOUIS MATTHEW 1236 SCREECH OWL RD
$0.00$0.00
$0.00
$0.00
$40.85
$0.00$7.54
($20.48)
($30.00)
$2.091095398082
Refund Generated due to adjustment on Bill #0086590747-2024-2024-0000
Situs error 3/11/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0086590747 RJE2058 PENDING
NOWAK, ROBERT GRZEGORZ NOWAK, ROBERT GRZEGORZ 708 HOUSTON DR MONROE, NC 28110 Proration 0089260001 LMT9407 AUTHORIZED 851130714
Refund Generated due to proration on Bill #0089260001-2025-2025-0000-00
Vehicle Sold
($11.84)
($7.51)
($1.12)
($0.47)($4.10)730663992
Refund Generated due to adjustment on Bill #0082529609-2025-2025-0000-00
Over Assessment 3/13/2026MONROE, NC 28110 Adjustment < $100 0082529609 CR65401 PENDINGNIVEN, MALCOLM STEELE JR
NIVEN, MALCOLM STEELE JR
6919 GREEN HAVEN LN
OTERO, ELVIN JR 120 CRIMSON DR
3/6/2026 3/9/2026
($9.28)($1.86)
($2.51)
($0.87)
($0.38)($3.21)
($22.09)
$40.20
($28.21)
$53.25
($0.18)($2.34)
$6.81
OTERO, ELVIN JR OTERO, ELVIN JR 120 CRIMSON DR PAGELAND, SC 29728 Proration 0076659304 VCV8543 AUTHORIZED 853295373
Refund Generated due to proration on Bill #0076659304-2024-
2024-0000-00
($1.02)($3.14)
$0.00
($0.11)
($0.02)853295352
Refund Generated due to proration on Bill #0085717363-2024-2024-0000-00
Reg . Out of state 3/18/2026 3/19/2026PAGELAND, SC 29728 Proration 0085717363 VFL7084 AUTHORIZEDOTERO, ELVIN JR
PAPPALARDO, FREDERICK JOSEPH
PAPPALARDO, FREDERICK JOSEPH
1036 SPYGLASS LN
Reg . Out of state 3/18/2026 3/19/2026
($3.14)
($9.64)$0.00
($0.33)
($0.07)
($0.56)($7.18)
$20.92
($0.46)($3.44)
($44.09)
$83.40
($19.23)
($9.43)$0.00
($4.69)
($2.06)973687152
Refund Generated due to proration on Bill #0052623063-2024-2024-0000-00
Vehicle Sold 3/11/2026 3/12/2026WAXHAW, NC 28173 Proration 0052623063 HBP5244 AUTHORIZED
($7.59)($3.11)
($0.71)
($0.31)
($2.63)
731397186
Refund Generated due to proration on Bill #0079419894-2025-2025-0000-00
Vehicle
Totalled 3/18/2026 3/19/2026WAXHAW, NC 28173 Proration 0079419894 FBY3823 AUTHORIZEDPENDERGAST, DAVID PHILIP PENDERGAST, DAVID PHILIP
5523 REHOBETH
RD
($18.09)$32.44
Page 12 of 17
125
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 ($2.47)$0.00500TAX($6.36)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.01)$0.00
003 TAX ($0.23)$0.00005TAX($0.10)$0.00
004 TAX ($0.85)$0.00
002 TAX ($5.87)$0.00
Refund001TAX($5.76)$0.00
200 TAX ($17.74)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.62)$0.00005TAX($0.14)$0.00
004 TAX ($1.03)$0.00
002 TAX ($13.21)$0.00
Refund001TAX($0.89)$0.00
029 TAX ($0.21)$0.00
003 TAX ($0.09)$0.00
005 TAX ($0.03)$0.00004TAX($0.31)$0.00
002 TAX ($2.13)$0.00
Refund
001 TAX ($8.05)$0.00
600 TAX ($9.13)$0.00019TAX($3.15)$0.00
003 TAX ($0.86)$0.00
005 TAX ($0.19)$0.00
004 TAX ($1.44)$0.00002TAX($18.46)$0.00
Refund
001 TAX ($11.02)$0.00
600 TAX ($12.49)$0.00020TAX($3.61)$0.00
003 TAX ($1.18)$0.00
005 TAX ($0.26)$0.00
004 TAX ($1.97)$0.00002TAX($25.27)$0.00
Refund
001 TAX ($11.89)$0.00
600 TAX ($13.47)$0.00023TAX($3.73)$0.00
003 TAX ($1.27)$0.00
005 TAX ($0.28)$0.00
004 TAX ($2.12)$0.00002TAX($27.25)$0.00
Refund
001 TAX ($7.23)$0.00
700 TAX ($12.16)$0.00
700 VEHICLE FEE $0.00 $0.00020TAX($2.97)$0.00
003 TAX ($0.68)$0.00
005 TAX ($0.29)$0.00
004 TAX ($2.50)$0.00002TAX($17.23)$0.00
Refund
001 TAX ($11.86)($0.59)
024 TAX ($6.82)($0.34)003 TAX ($1.12)($0.05)
005 TAX ($0.47)($0.03)
004 TAX ($4.11)($0.21)
002 TAX ($28.26)($1.41)
Refund
001 TAX ($22.72)$0.00
980 TAX ($2.78)$0.00
021 TAX ($9.42)$0.00003TAX($2.43)$0.00
005 TAX ($0.54)$0.00
004 TAX ($4.06)$0.00
002 TAX ($52.09)$0.00
Refund
3/12/2026 3/13/2026
($2.47)
($6.36)
$0.00($1.01)
($0.23)
($0.10)
($0.85)($5.87)
$16.89
PERRY, MATTHEW EDWARD JR
PERRY, MATTHEW EDWARD JR
4064 HENSHAW RD WAXHAW, NC 28173 Proration 0044891640 XPL8093 AUTHORIZED 973959976
Refund Generated due to proration on Bill #0044891640-2025-2025-0000-00
Vehicle Sold
($5.76)
($17.74)$0.00
($0.62)
($0.14)854754999
Refund Generated due
to proration on Bill #0057103122-2024-2024-0000-00
Vehicle Sold 3/25/2026 3/26/2026MONROE, NC 28110 Proration 0057103122 BADSS AUTHORIZEDPRICE, JAMES RANDOLPH II PRICE, JAMES RANDOLPH II 3109 DUCK POINT DR
Vehicle Sold 3/3/2026 3/4/2026
($0.89)
($0.21)($0.09)
($0.03)
($0.31)
($2.13)
$3.66
($1.03)($13.21)
$38.50
PRICE, SEAN CHRISTOPHER PRICE, SEAN CHRISTOPHER 1406 CIRCLE S RANCH RD MONROE, NC 28112 Proration 0088039912 VP9502 AUTHORIZED 728864976
Refund Generated due to proration on Bill #0088039912-2025-2025-0000-00
($8.05)
($9.13)
($3.15)
($0.86)($0.19)851727919
Refund Generated due to proration on Bill #0072078894-2024-2024-0000-00
Vehicle Sold 3/10/2026 3/11/2026INDIAN TRAIL, NC 28079 Proration 0072078894 ZAPLW AUTHORIZEDPRINZ, STEVEN RICHARD PRINZ, STEVEN RICHARD 3012 CORRONA LN
Vehicle Totalled 3/3/2026 3/4/2026
($11.02)
($12.49)
($3.61)
($1.18)($0.26)
($1.97)
($25.27)
$55.80
($1.44)
($18.46)
$41.28
RAGHAVAN, BALAJI RAGHAVAN, BALAJI 1008 SUDBURY LN MATTHEWS, NC 28104 Proration 0076299724 KFW3349 AUTHORIZED 850343669
Refund Generated due to proration on Bill #0076299724-2024-2024-0000-00
RIVERO SOBRINO, DANNAY
RIVERO SOBRINO, DANNAY
POZO FORTEZA, REENDER 1219 VICKIE LN MATTHEWS, NC 28104 Adjustment < $100 0059793412 STEPHA PENDING 976860936
Refund Generated due to adjustment on Bill #0059793412-2025-2025-0000-00
($11.89)
($13.47)
($3.73)
($1.27)($0.28)853811007
Refund Generated due to proration on Bill #0077912782-2024-2024-0000-00
Vehicle Sold 3/20/2026 3/23/2026INDIAN TRAIL, NC 28079 Proration 0077912782 KJN2540 AUTHORIZEDREICHMAN, ROBERT H REICHMAN, ROBERT H 1821 PAINTED HORSE DR
Mileage 3/25/2026
($7.23)($12.16)
$0.00
($2.97)
($0.68)($0.29)
($2.50)
($17.23)
$43.06
($2.12)
($27.25)
$60.01
($12.45)
($7.16)
($1.17)
($0.50)($4.32)728865000
Refund Generated due to proration on Bill #0069069604-2025-2025-0000-00
Vehicle Sold 3/3/2026 3/4/2026WINGATE, NC 28174 Proration 0069069604 HX5207 AUTHORIZEDSALINAS RUBIO, YUVIA ESMERALDA
SALINAS RUBIO, YUVIA ESMERALDA
2907 OLD PAGELAND MARSHVI
3/3/2026 3/4/2026
($22.72)($2.78)
($9.42)
($2.43)
($0.54)($4.06)
($52.09)
$94.04
($29.67)
$55.27
SCHMID, MICHAEL JOHN SCHMID, MICHAEL JOHN 1321 SAINT REGIS CT MONROE, NC 28110 Proration 0078101166 HJT4400 AUTHORIZED 850342850
Refund Generated due to proration on Bill #0078101166-2024-2024-0000-00
Vehicle Sold
Page 13 of 17
126
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($14.02)$0.00600TAX($21.21)$0.00
026 TAX ($3.79)$0.00
003 TAX ($1.32)$0.00
005 TAX ($0.56)$0.00004TAX($4.85)$0.00
002 TAX ($33.41)$0.00
Refund
001 TAX ($6.34)$0.00300TAX($14.10)$0.00
300 VEHICLE FEE $0.00 $0.00
022 TAX ($4.05)$0.00
003 TAX ($0.60)$0.00005TAX($0.26)$0.00
004 TAX ($2.19)$0.00
002 TAX ($15.11)$0.00
Refund001TAX($45.44)$0.00
600 TAX ($68.72)$0.00
023 TAX ($17.26)$0.00
003 TAX ($4.28)$0.00005TAX($1.82)$0.00
004 TAX ($15.72)$0.00
002 TAX ($108.26)$0.00
Refund
001 TAX ($7.42)$0.00500TAX($17.50)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.38)$0.00
003 TAX ($0.80)$0.00005TAX($0.18)$0.00
004 TAX ($1.33)$0.00
002 TAX ($17.01)$0.00
Refund001TAX($23.45)$0.00
026 TAX ($5.72)$0.00
003 TAX ($2.51)$0.00
005 TAX ($0.56)$0.00004TAX($4.20)$0.00
002 TAX ($53.76)$0.00
Refund
001 TAX ($37.13)$0.00026TAX($9.06)$0.00
003 TAX ($3.98)$0.00
005 TAX ($0.89)$0.00
004 TAX ($6.64)$0.00002TAX($85.15)$0.00
Refund
001 TAX ($8.32)$0.00
500 TAX ($19.62)$0.00
500 VEHICLE FEE $0.00 $0.00028TAX($2.67)$0.00
003 TAX ($0.89)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.49)$0.00002TAX($19.07)$0.00
Refund
001 TAX ($20.94)$0.00
017 TAX ($13.28)$0.00003TAX($1.97)$0.00
005 TAX ($0.83)$0.00
004 TAX ($7.24)$0.00
002 TAX ($49.88)$0.00
Refund
001 TAX ($8.32)$0.00
990 TAX ($1.07)$0.00
015 TAX ($2.81)$0.00003TAX($0.89)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.49)$0.00
002 TAX ($19.08)$0.00
Refund
SEAY, JAMES EDWARD JR SEAY, JAMES EDWARD JR SEAY, MELVA DAVIS PO BOX 543 WINGATE, NC 28174 Proration 0043464396 XVE7546 AUTHORIZED 977522336
Refund Generated due to proration on Bill #0043464396-2025-2025-0000-00
($14.02)
($21.21)
($3.79)($1.32)
($0.56)856086889
Refund Generated due to proration on Bill #0068571701-2025-2025-0000-00
Vehicle Totalled 3/30/2026 3/31/2026MATTHEWS, NC 28104 Proration 0068571701 HEW9738 AUTHORIZEDSCHNEIDERMAN, MICHAEL SETH SCHNEIDERMAN, MICHAEL SETH SCHNEIDERMAN, ANNA WADDELL 1006 FORBISHIRE DR
Vehicle Sold 3/27/2026 3/30/2026
($6.34)
($14.10)
$0.00($4.05)
($0.60)
($0.26)
($2.19)($15.11)
$42.65
($4.85)
($33.41)
$79.16
SIMMONS, CARL JR SIMMONS, CARL JR 2007 HAMIL RIDGE DR WAXHAW, NC 28173 Proration 0062508221 JHH4416 AUTHORIZED 974923992
Refund Generated due to proration on Bill #0062508221-2024-2024-0000-00
($45.44)
($68.72)($17.26)
($4.28)
($1.82)853295653
Refund Generated due to proration on Bill #0067419329-2025-2025-0000-00
Vehicle Sold 3/18/2026 3/19/2026INDIAN TRAIL, NC 28079 Proration 0067419329 T0PS AUTHORIZEDSHERADEN, CHRISTOPHER DENNIS
SHERADEN, CHRISTOPHER DENNIS
6003 TREMONT DR
Insurance Lapse 3/17/2026 3/18/2026
($7.42)
($17.50)
$0.00($2.38)
($0.80)
($0.18)
($1.33)($17.01)
$46.62
($15.72)
($108.26)$261.50
($23.45)
($5.72)($2.51)
($0.56)
($4.20)
733788240
Refund Generated due to proration on Bill #0084246117-2024-2024-0000-00
Vehicle Sold 3/30/2026 3/31/2026WAXHAW, NC 28173 Proration 0084246117 969YSM AUTHORIZEDSINGH, SUMEET PAL SINGH, SUMEET PAL 2605 CATESBY DR
SLUSHER, LOGAN TAYLOR SLUSHER, LOGAN TAYLOR 308 GOLDEN VIEW DR
3/24/2026 3/25/2026
($37.13)
($9.06)
($3.98)($0.89)
($6.64)
($85.15)
$142.85
($53.76)
$90.20
SINGHAL, RITESH SINGHAL, RITESH 407 DEER BRUSH LN WAXHAW, NC 28173 Proration 0072485512 RDV1737 AUTHORIZED 732388212
Refund Generated due to proration on Bill #0072485512-2024-2024-0000-00
Vehicle Sold
($0.20)
($1.49)
($19.07)
$52.26
($8.32)($19.62)
$0.00
($2.67)
($0.89)972451616
Refund Generated due to proration on Bill #0077321482-2024-2024-0000-00
Vehicle Sold 3/5/2026 3/6/2026WAXHAW, NC 28173 Proration 0077321482 HBZ3463 AUTHORIZED
($20.94)
($13.28)
($1.97)
($0.83)($7.24)729340038
Refund Generated due to proration on Bill #0080306531-2025-2025-0000-00
Vehicle Sold 3/5/2026 3/6/2026MARSHVILLE, NC 28103 Proration 0080306531 PBK1788 AUTHORIZEDSMITH, VICKIE WAYNE SMITH, VICKIE WAYNE SMITH, JANE WRIGHT 6329 SAINT TIMOTHY RD
3/3/2026 3/4/2026
($8.32)($1.07)
($2.81)
($0.89)
($0.20)($1.49)
($19.08)
$33.86
($49.88)
$94.14
SPINKS, WESLEY SCOTT SPINKS, WESLEY SCOTT SPINKS, AMANDA DAWN 2219 POTTER DOWNS DR WAXHAW, NC 28173 Proration 0083395102 HBZ6102 AUTHORIZED 850342094
Refund Generated due to proration on Bill #0083395102-2024-2024-0000-00
Vehicle Sold
Page 14 of 17
127
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($14.39)$0.00029TAX($3.42)$0.00
003 TAX ($1.36)$0.00
005 TAX ($0.58)$0.00
004 TAX ($4.98)$0.00002TAX($34.29)$0.00
Refund
001 TAX ($11.57)$0.00
400 TAX ($48.36)$0.00018TAX($6.89)$0.00
003 TAX ($1.09)$0.00
005 TAX ($0.46)$0.00
004 TAX ($4.00)$0.00002TAX($27.56)$0.00
Refund
001 TAX ($1.48)($0.08)
400 TAX ($5.00)($0.25)018 TAX ($0.67)($0.03)
003 TAX ($0.16)($0.01)
005 TAX ($0.04)$0.00
004 TAX ($0.27)($0.01)002 TAX ($3.40)($0.17)
Refund
001 TAX ($16.38)$0.00
900 TAX ($23.32)$0.00
023 TAX ($6.22)$0.00003TAX($1.55)$0.00
005 TAX ($0.65)$0.00
004 TAX ($5.67)$0.00
002 TAX ($39.03)$0.00
Refund
001 TAX ($22.00)$0.00
003 TAX ($2.07)$0.00
005 TAX ($0.88)$0.00004TAX($7.62)$0.00
002 TAX ($52.41)$0.00
Refund
001 TAX ($19.59)$0.00600TAX($29.63)$0.00
019 TAX ($8.64)$0.00
003 TAX ($1.85)$0.00
005 TAX ($0.79)$0.00004TAX($6.77)$0.00
002 TAX ($46.67)$0.00
Refund
001 TAX ($158.81)($7.94)900 TAX ($226.06)($11.31)
023 TAX ($60.33)($3.02)
003 TAX ($14.97)($0.74)
005 TAX ($6.36)($0.31)
004 TAX ($54.96)($2.75)002 TAX ($378.37)($18.92)
Refund
001 TAX ($9.22)$0.00
600 TAX ($13.96)$0.00019TAX($4.07)$0.00
003 TAX ($0.87)$0.00
005 TAX ($0.37)$0.00
004 TAX ($3.19)$0.00002TAX($21.98)$0.00
Refund
001 TAX ($32.18)$0.00
700 TAX ($54.12)$0.00700VEHICLE FEE $0.00 $0.00
020 TAX ($13.22)$0.00
003 TAX ($3.03)$0.00
005 TAX ($1.29)$0.00004TAX($11.14)$0.00
002 TAX ($76.68)$0.00
Refund
($14.39)
($3.42)
($1.36)($0.58)
($4.98)
733141716
Refund Generated due to proration on Bill #0089350131-2025-2025-0000-00
Vehicle Sold 3/27/2026 3/30/2026MONROE, NC 28112 Proration 0089350131 JMF2493 AUTHORIZEDSTARNES, TAYLOR COLE STARNES, TAYLOR COLE 2721 TRINITY CHURCH RD
3/9/2026 3/10/2026
($11.57)
($48.36)
($6.89)
($1.09)($0.46)
($4.00)
($27.56)
$99.93
($34.29)
$59.02
STATON, DEBRA ALLEN STATON, DEBRA ALLEN
ALLEN,
DISHEKA ROCHELLE PO BOX 557 MARSHVILLE, NC 28103 Proration 0088329773 HEJ7064 AUTHORIZED 851690245
Refund Generated due to proration on Bill #0088329773-2025-2025-0000-00
Vehicle Sold
($1.56)
($5.25)
($0.70)
($0.17)($0.04)851690252
Refund Generated due to proration on Bill #0076843658-2024-2024-0000-00
Vehicle Sold 3/9/2026 3/10/2026MARSHVILLE, NC 28103 Proration 0076843658 HEJ7064 AUTHORIZEDSTATON, DEBRA ALLEN STATON, DEBRA ALLEN
ALLEN, DISHEKA ROCHELLE PO BOX 557
Vehicle Sold 3/11/2026 3/12/2026
($16.38)($23.32)
($6.22)
($1.55)
($0.65)($5.67)
($39.03)
$92.82
($0.28)
($3.57)
$11.57
TCHIKABERIDZE, DEA TCHIKABERIDZE, DEA 6602 CONIFER CIR INDIAN TRAIL, NC 28079 Proration 0068957134 KDB7907 AUTHORIZED 851975950
Refund Generated due to proration on Bill #0068957134-2025-2025-0000-00
($22.00)($2.07)
($0.88)
($7.62)
($52.41)
610323650
Refund Generated due to proration on Bill #0063523288-2025-2025-0000-00
Vehicle
Totalled 3/24/2026 3/25/2026MARSHVILLE, NC 28103 Proration 0063523288 JAR7790 AUTHORIZEDTHOMAS, AMY WALLACE THOMAS, AMY WALLACE 4532 ANSONVILLE RD
WALTERS, AMY LYNN 3906 LAKE PARK RD
3/23/2026
($19.59)
($29.63)
($8.64)($1.85)
($0.79)
($6.77)
($46.67)
$113.94
$84.98
TITTLE, KELLY MONIQUE TITTLE, KELLY MONIQUE 1036 COUNSELORS DR MONROE, NC 28110 Proration 0087895229 LCL8592 AUTHORIZED 853811609
Refund Generated due to proration on Bill #0087895229-2025-2025-0000-00
Vehicle Sold 3/20/2026
($57.71)
($397.29)
$944.85
WARD, DOROTHY WARD, DOROTHY 2020 TWILIGHT LN MONROE, NC 28110 Proration 0064607426 HEH1953 AUTHORIZED 856147985
Refund Generated due to proration on Bill #0064607426-2025-2025-0000-00
($166.75)
($237.37)
($63.35)
($15.71)($6.67)852675733
Refund Generated due to proration on Bill #0087293728-2025-2025-0000-00
Vehicle Sold 3/16/2026 3/17/2026INDIAN TRAIL, NC 28079 Proration 0087293728 LLM5497 AUTHORIZEDWALTERS, AMY LYNN
WARD, SARAH BREWER WARD, SARAH BREWER 10200 FINK RD
Vehicle Totalled 3/31/2026 4/1/2026
($9.22)
($13.96)
($4.07)
($0.87)($0.37)
($3.19)
($21.98)
$53.66
($1.29)
($11.14)
($76.68)
$191.66
($32.18)
($54.12)
$0.00
($13.22)($3.03)972722008
Refund Generated due to proration on Bill #0080364808-2025-2025-0000-00
Vehicle Sold 3/6/2026 3/9/2026MT PLEASANT, NC 28124 Proration 0080364808 3728ST AUTHORIZED
Page 15 of 17
128
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 ($2.30)$0.00200TAX($7.07)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.25)$0.00
005 TAX ($0.05)$0.00004TAX($0.41)$0.00
002 TAX ($5.26)$0.00
Refund
001 TAX ($31.86)($1.60)500 TAX ($82.21)($4.11)
500 VEHICLE FEE $0.00 $0.00
028 TAX ($13.04)($0.65)
003 TAX ($3.00)($0.15)005 TAX ($1.27)($0.07)
004 TAX ($11.03)($0.55)
002 TAX ($75.92)($3.79)
Refund001TAX($0.58)$0.00
200 TAX ($1.78)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.06)$0.00005TAX($0.01)$0.00
004 TAX ($0.10)$0.00
002 TAX ($1.33)$0.00
Refund
001 TAX ($50.36)$0.00028TAX($20.61)$0.00
003 TAX ($4.75)$0.00
005 TAX ($2.02)$0.00
004 TAX ($17.43)$0.00002TAX($119.99)$0.00
Refund
001 TAX ($14.10)$0.00
016 TAX ($7.09)$0.00003TAX($1.33)$0.00
005 TAX ($0.56)$0.00
004 TAX ($4.88)$0.00
002 TAX ($33.59)$0.00
Refund
001 TAX ($7.40)$0.00
101 TAX ($3.62)$0.00
101 VEHICLE FEE $0.00 $0.00026TAX($1.80)$0.00
003 TAX ($0.79)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.32)$0.00002TAX($16.96)$0.00
Refund
001 TAX ($15.30)$0.00
200 TAX ($59.91)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($1.44)$0.00
005 TAX ($0.61)$0.00
004 TAX ($5.30)$0.00
002 TAX ($36.46)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $29.92 $0.00
200 TAX ($77.44)$0.00200VEHICLE FEE ($30.00)$0.00
020 TAX $8.13 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00004TAX$0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($27.26)$0.00200TAX($83.94)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($2.92)$0.00
005 TAX ($0.65)$0.00004TAX($4.88)$0.00
002 TAX ($62.51)$0.00
Refund
WATTERS, KIRK PATRICK WATTERS, KIRK PATRICK
1700 MILLBRIDGE PKWY
WAXHAW, NC 28173 Proration 0087413601 LMP5292 AUTHORIZED 978382232
Refund Generated due to proration on Bill #0087413601-2025-2025-0000-00
($2.30)
($7.07)
$0.00($0.25)
($0.05)853295310
Refund Generated due to proration on Bill #0082841711-2024-2024-0000-00
Vehicle Sold 3/18/2026 3/19/2026MONROE, NC 28110 Proration 0082841711 RKE1423 AUTHORIZEDWATSON, CORY E WATSON, CORY E 2302 MONARCH PRESERVE CIR
Vehicle Totalled 3/30/2026 3/31/2026
($33.46)
($86.32)
$0.00($13.69)
($3.15)
($1.34)
($11.58)($79.71)
$229.25
($0.41)
($5.26)
$15.34
($0.58)
($1.78)$0.00
($0.06)
($0.01)850342059
Refund Generated due to proration on Bill #0017926325-2024-2024-0000-00
Vehicle Sold 3/3/2026 3/4/2026MONROE, NC 28112 Proration 0017926325 BCB9579 AUTHORIZEDWEATHERSBEE, MARGARET SKIDMORE
WEATHERSBEE, MARGARET SKIDMORE 1004 ARDEN DR
Vehicle Sold 3/31/2026 4/1/2026
($50.36)
($20.61)
($4.75)($2.02)
($17.43)
($119.99)
$215.16
($0.10)
($1.33)$3.86
WELCHONS, IRVING BLAIR III
WELCHONS, IRVING BLAIR III
2520 MOUNTAIN FOLK LN WAXHAW, NC 28173 Proration 0075975307 TS9355 AUTHORIZED 733839750
Refund Generated due to proration on Bill #0075975307-2025-2025-0000-00
($14.10)
($7.09)
($1.33)
($0.56)($4.88)731396478
Refund Generated due to proration on Bill #0086852875-2025-2025-0000-00
Vehicle Sold 3/18/2026 3/19/2026MONROE, NC 28110 Proration 0086852875 VHH4005 AUTHORIZEDWHARTON, STEPHANIE SUE WHARTON, STEPHANIE SUE 9314 OLD FERRY RD
3/3/2026 3/4/2026
($7.40)($3.62)
$0.00
($1.80)
($0.79)($0.17)
($1.32)
($16.96)
$32.06
($33.59)
$61.55
WHEATON, RICHARD EARL II
WHEATON, RICHARD EARL II
9112 OAK BLUFF CT MARVIN, NC 28173 Proration 0053006055 HCT4227 AUTHORIZED 971819144
Refund Generated due to proration on Bill #0053006055-2024-2024-0000-00
Vehicle Sold
WILLIAMS,
TAMEERA LASHELLE
WILLIAMS, TAMEERA LASHELLE
100 EXCHANGE CIRLE APT 302 INDIAN TRAIL, NC 28079 Adjustment < $100 0089747188 RLN4729 PENDING 1095706422
Refund Generated due to adjustment on Bill #0089747188-2025-2025-0000
($15.30)($59.91)
$0.00
($1.44)
($0.61)850895199
Refund Generated due to proration on Bill #0087818681-2025-2025-0000-00
Vehicle Sold 3/5/2026 3/6/2026MONROE, NC 28110 Proration 0087818681 VHX3437 AUTHORIZEDWILLIAMS, KIMBERLY ANNE WILLIAMS, KIMBERLY ANNE 1101 MALLARD LANDING DR
Situs error 3/12/2026
$0.00$29.92
($77.44)
($30.00)
$8.13$0.00
$0.00
$0.00
$0.00
$69.39
($5.30)
($36.46)
$119.02
($27.26)
($83.94)
$0.00($2.92)
($0.65)853057891
Refund Generated due to proration on Bill #0065682533-2024-2024-0000-00
Reg . Out of state 3/17/2026 3/18/2026CLARKSVILLE, TN 37043 Proration 0065682533 FDW5892 AUTHORIZEDWILLIFORD, ELEANOR DENT WILLIFORD, ELEANOR DENT
276 DORCHESTER CIR ($4.88)
($62.51)
$182.16
Page 16 of 17
129
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 ($4.23)$0.00500TAX($10.90)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.73)$0.00
003 TAX ($0.39)$0.00005TAX($0.16)$0.00
004 TAX ($1.46)$0.00
002 TAX ($10.06)$0.00
Refund001TAX($14.31)$0.00
015 TAX ($4.84)$0.00
003 TAX ($1.53)$0.00
005 TAX ($0.34)$0.00004TAX($2.56)$0.00
002 TAX ($32.80)$0.00
Refund
001 TAX ($6.47)($0.32)026 TAX ($1.58)($0.08)
003 TAX ($0.69)($0.04)
005 TAX ($0.15)($0.01)
004 TAX ($1.16)($0.06)002 TAX ($14.84)($0.74)
Refund
Refund Total
ZENOSKI, DONALD MARK ZENOSKI, DONALD MARK 4108 CITATION OAKS CT WAXHAW, NC 28173 Proration 0070704113 TMY6712 AUTHORIZED 974219816
Refund Generated due to proration on Bill #0070704113-2025-2025-0000-00
Vehicle Sold 3/13/2026 3/16/2026
($4.23)
($10.90)
$0.00($1.73)
($0.39)
($0.16)
($1.46)($10.06)
$28.93
ZINGER, STEVEN LOUIS ZINGER, STEVEN LOUIS 1737 CAVAILLON DR WAXHAW, NC 28173 Proration 0085774724 RDP5594 AUTHORIZED 730664136
Refund Generated due to proration on Bill #0085774724-2024-2024-0000-00
Vehicle Sold
($14.31)
($4.84)($1.53)
($0.34)
($2.56)
729541128
Refund Generated due to proration on Bill #0084625326-2024-2024-0000-00
Vehicle Sold 3/6/2026 3/9/2026MONROE, NC 28110 Proration 0084625326 LHZ4712 AUTHORIZEDZIMMERMAN, EDWARD JEROME ZIMMERMAN, EDWARD JEROME
ZIMMERMAN, CHRISTINE COLLINS
3704 BRONTE LN
$12757.29
3/13/2026 3/16/2026
($6.79)
($1.66)
($0.73)($0.16)
($1.22)
($15.58)
$26.14
($32.80)
$56.38
Page 17 of 17
130
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-236 Agenda Date:5/4/2026
TITLE:..title
South Piedmont Regional Autopsy Center - April 2026 Quarterly Report
INFORMATION CONTACT:
Stephanie Dudley, County Manager’s Office, Business Manager, 704-292-2668
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly progress report on the operations of the South Piedmont Regional Autopsy
Center (SPRAC).
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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1
South Piedmont Regional Autopsy Center
April 2026 Quarterly Report
January 2026-March2026
The South Piedmont Regional Autopsy Center (SPRAC) continues to perform autopsies at its
temporary facility located at Atrium Health Union. Service expanded to include Rowan County
on January 1, 2026.
Between January 1, 2026, and March 31, 2026, a total of 110 autopsies were performed. Of
those, 24 involved deaths in Union County, two in Anson County, 26 in Cabarrus County, three in
Montgomery County, nine in Stanly County, 10 in Richmond County, 10 in Moore County, and
26 in Rowan County.
From January through March, 14 cases were connected to criminal investigations, with zero
death by distribution cases. This figure is not comprehensive. While the Medical Examiner’s
Office works collaboratively with law enforcement, it conducts independent investigations and is
not always notified when a criminal investigation occurs.
Planning continues for the permanent facility. Groundbreaking is tentatively scheduled for
September 2026. The facility is on track for completion in mid-fiscal year 2028.
SPRAC will continue to evaluate trends in autopsy volume to support efficient operations across
all counties served. These insights will guide ongoing decision making as the center expands
services and advances planning for the permanent facility.
40 39
31
0
10
20
30
40
50
January February MarchAutopsies
Month
Autopsies by Month
24
2
26
39
10
10
26
Autopsies by County
Union
Anson
Cabarrus
Montgomery
Stanly
Richmond
Moore
Rowan
132
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-243 Agenda Date:5/4/2026
TITLE:..title
FY2026 Budget Transfers Reporting - 3rd Quarter
INFORMATION CONTACT:
Blake Hart, Budget & Grants Management, Assistant Director, 704-283-3674
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Per section XV, XVI, XVII, XVIII, XIX, XX of the FY 2026 Adopted Operating and Capital Budget
Ordinance, management reports the following County Manager Budget Amendments (CMBA) made
by the County Manager for the third quarter of fiscal year 2026.
CMBA 11: To transfer funds from the FY 2026 COLA from the central pool for half the fiscal year for
General Fund, UC Water, Solid Waste, PC & WC. Approval authority stated in Section XI of the FY
2026 Adopted Operating and Capital Budget Ordinance.
CMBA 12: To transfer funds from Human Services Community Support & Outreach to Facilities
Management to correct an overpayment for Christmas Bureau rent and utilities. Approval authority
stated in Section XV of the FY 2026 Adopted Operating and Capital Budget Ordinance.
CMBA 13: Recognize and appropriate revenue from the North Carolina Emergency Management
(NCEM) State & Local Cybersecurity Grant Program (SLCGP) to purchase a 12-month subscription
for penetration testing to identify vulnerabilities and provide clear remediation guidance. Approval
authority stated in Section XVIII of the FY 2026 Adopted Operating and Capital Budget Ordinance.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-247 Agenda Date:5/4/2026
TITLE:..title
Union EMS Quarterly Financial Statements
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union EMS is required to provide the County with quarterly unaudited financial statements in the
terms of the contract agreement with Atrium Health/Union EMS.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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1403 Dove St • P.O. Box 633 • Monroe, NC 28111 • 980-993-7600 • Fax: 704-226-2000
Union Emergency Medical Services
Mr. Brian Matthews, County Manager
Union County
500 North Main St., Suite 901 Monroe N.C. 28112
Mr. Matthews,
In accordance with the Union EMS agreement, enclosed are the unaudited financial statements and the detailed schedules on receivables and liabilities for the period ending , 202. Please keep in mind when reviewing these statements and schedules that they are prepared on a modified accrual basis. Therefore, there will be timing difference from this basis as
compared to a cash basis.
If you have any questions, please contact me at tina.hampton@atriumhealth.org.
Sincerely,
Tina Hampton Director, Financial Services, Atrium Health
CC: Denise White, VP, Facility Executive & Chief Nurse Executive, Atrium Health
David Hyatt, Director, EMS Beverly Liles, Finance Director Blake Hart, Budget Director Patrick Niland, Assistant County Manager
135
PAGE
1.UNAUDITED STATEMENTS OF ASSETS AND LIABILITIES
2.UNAUDITED COMPARATIVE STATEMENTS OF OPERATIONS
3.UNAUDITED STATEMENTS OF SOURCES AND USES OF CASH
4.ACCOUNT RECEIVABLE AND ACCOUNTS PAYABLE ANALYSIS
5.SCHEDULE OF EXCESS CASH AVAILABLE
Union Emergency Medical Services
QUARTERLY UNAUDITED FINANCIAL REPORTS
AS OF MARCH 31, 2026
136
UNION EMERGENCY MEDICAL SERVICESStatements of Assets and Liabilities
March 31, 2026
ASSETS
$CURRENT ASSETS March 2026 June 2025 CHANGE
Cash and cash equivalents 9,049,540 5,727,978 $3,321,562
Patient accounts receivable - net 1,533,681 1,676,836 ($143,155)
Other accounts receivable 174,518 14,858 $159,660
Prepaid expenses 116,574 - $116,574
TOTAL CURRENT ASSETS 10,874,313 7,419,672 3,454,641
TOTAL ASSETS $10,874,313 $7,419,672 $3,454,641
LIABILITIES AND FUND BALANCE
CURRENT LIABILITIES
Accounts payable $3,952,216 $2,411,102 $1,541,114
Salaries and Wages Payable 1,438,931 995,009 $443,922
Curr Port LTD - Notes Payable - 74,314 (74,314) Other liabilities and accruals 11,964 57,618 ($45,654)
Deferred revenue 2,528,890 - $2,528,890
TOTAL CURRENT LIABILITIES 7,932,001 3,538,043 4,393,958
FUND BALANCEUnrestricted 2,442,312 3,381,629 (939,317)
Restricted 500,000 500,000 -
TOTAL FUND BALANCE 2,942,312 3,881,629 (939,317)
TOTAL LIABILITIES AND FUND BALANCE $10,874,313 $7,419,672 $3,454,641
These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP.
Unaudited Financial Statements
Page 1
137
UNION EMERGENCY MEDICAL SERVICES
COMPARATIVE STATEMENTS OF OPERATIONSFor the Month and Year to Date Ended March 31, 2026
CURRENT MONTH YEAR-TO-DATE
%%
ACTUAL BUDGET CHANGE ACTUAL BUDGET CHANGE
OPERATIONS
OPERATING REVENUE
$504,753 $355,707 42% Basic Life Support Revenue $4,142,806 $3,201,363 29%557,592 598,601 -7% Advanced Life Support Revenue 4,553,320 5,387,409 -15%225 801 -72% Other Patient Revenue 4,894 7,209 -32%167,503 166,090 1% Mileage Revenue 1,567,398 1,494,810 5%
1,230,073 1,121,199 10% TOTAL PATIENT REVENUE 10,268,418 10,090,791 2%
577,828 493,317 17% TOTAL REVENUE DEDUCTIONS 4,390,301 4,439,852 -1%
652,245 627,882 4%NET PATIENT REVENUE 5,878,117 5,650,939 4%
842,963 842,963 0% County Funding Revenue 7,586,667 7,586,667 0%
675 2,935 -77%OTHER OPERATING REVENUE 43,798 26,415 66%
1,495,883 1,473,780 1% TOTAL OPERATING REVENUE 13,508,582 13,264,021 2%
OPERATING EXPENSES
947,595 857,129 11% Salaries & Wages 7,918,429 7,714,161 3%
265,464 293,436 -10% Benefits 2,013,254 2,640,924 -24%
1,213,059 1,150,565 5% TOTAL PERSONNEL 9,931,683 10,355,085 -4%
133,230 64,921 105% Supplies 751,470 584,289 29%54,385 39,590 37% Professional Fees 398,357 356,310 12%16,834 44,600 -62% Purchased Services 285,848 401,401 -29%41,531 37,290 11% Insurance 370,227 335,610 10%2,454 3,413 -28% Utilities 41,512 30,717 35%126,241 133,401 -5% Other Operating Expense 1,271,979 1,200,609 6%
1,587,734 1,473,780 8%TOTAL OPERATING EXPENSES 13,051,076 13,264,021 -2%
(91,851)- -100% RESULTS OF OPERATIONS 457,506 - 100%
NON-OPERATING REVENUE (EXPENSE)
2,292 - 100% Interest Income 32,399 - 100%
- - 0% Interest Expense (1,931)- -100%
2,292 - 100%TOTAL NON-OPERATING REVENUE (EXPENSE)30,468 - 100%
CAPITAL
REVENUE
- 44,410 -100%County Funding - 399,690 -100%
EXPENSES
- - 0%Proceeds from Sale/Disposal of Fixed Assets 38,890 - 100%(25,216) - -100%Equipment (402,048) - -100%(569,933) (44,410) 1183%Vehicles (1,064,133) (399,690) 166%
(595,149) (44,410) 1240%Capital Expenses Total (1,427,291) (399,690) 257%
(595,149) - -100%TOTAL CAPITAL MARGIN (1,427,291)- -100%
TOTAL MARGIN
(684,708) - -100% TOTAL MARGIN ($939,317)- 100%
1,598 1,480 8%TRIPS 13,675 13,320 3%
These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP.
STATISTICS
Unaudited Financial Statements Page 2 138
UNION EMERGENCY MEDICAL SERVICES
Statements of Sources and Uses of Cash
For the Year to Date Ended March 31, 2026
Y-T-D FY 2026
CASH FLOWS FROM OPERATING ACTIVITIES
Cash Received from Patients 6,128,116
Cash Received from Union County 10,115,558
Cash Paid for Goods and Services (4,822,026)
Cash Paid to Employees for Services (6,635,789)
.
Net Cash Provided by Operating Activities 4,785,859
CASH FLOWS FROM CAPITAL AND RELATING
FINANCING ACTIVITIES
Purchases of Property and Equipment (1,466,182)
Proceeds/(Payments) from Notes Payable (74,314)
Proceeds for Sale of Fixed Assets 38,890
Net Cash Used in Capital and Related Financing Activities (1,501,606)
CASH FLOWS FROM INVESTING ACTIVITIES
Interest Income 39,240
Interest Expense (1,931)
Net Cash Provided by Investing Activities 37,309
NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS 3,321,562
Cash and Equivalents at Beginning of Year 5,727,978
CASH AND CASH EQUIVALENTS - March 31, 2026 9,049,540
RECONCILIATION OF OPERATING INCOME TO NET
CASH PROVIDED BY OPERATING ACTIVITIES
Operating Income $457,506
Adjustments to Reconcile Operating Income to Cash
Provided by Operating Activities:
(Increase) Decrease in Patient Account Receivable, Net 143,155
Change in Other Operating Assets and Liabilities 4,185,198
Net Cash Provided by Operating Activities 4,785,859
These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP.
Unaudited Financial Statements Page 3 139
0-30 31-60 61-90 91-120 over 120 TotalGross Patient A/R 1,565,962 496,484 307,677 81,495 1,320,678 3,772,296
Other A/R 174,518 - - - - 174,518
Total Receivables 1,740,480 496,484 307,677 81,495 1,320,678 3,946,814
Allowance (2,238,615)
Net Receivables 1,708,199
Total adjusted
Total Collection
Billed Rate
Quarter Ending September 2025 $3,464,703 58%Quarter Ending December 2025 $3,334,989 63%
Quarter Ending March 2026 $3,468,726 57%
Quarter Ending June 2026 $0 0%Fiscal Year to Date $10,268,418 59%
0-30 31-60 61-90 91-120 over 120 Total
Vendor Payables $3,952,216 $0 $0 $0 $0 $3,952,216
Accrued Payables $1,438,931 $0 $0 $0 $0 $1,438,931
Current Portion of Notes Payable $0 $0 $0 $0 $0 $0
Other Liabilities $11,964 $0 $0 $0 $0 $11,964
Total Liabilities $5,403,111 $0 $0 $0 $0 $5,403,111
Union Emergency Medical Services
MARCH 2026
Aging of Payables
Quarterly Report on Payables
Quarterly Report on Receivables
Aging of Receivables
Collection Rates
Page 4
140
UNION EMS
EXCESS CASH AVAILABLE
Cash & Cash Equivalents $9,049,540
Less:
Accounts Payable 3,952,216
Salaries & Wages Payable 1,438,931
Other Liabilities & Accruals 11,964
Deferred Revenue 2,528,890
TOTAL LIABILITIES 7,932,001
Net Cash from Operations $1,117,539
Less: Restricted Fund Balance 500,000
Excess Cash Available Before Capital Committed $617,539
2025/2026 Capital Requests:
Included in Budget $532,918
REMAINDER Approved from Excess Funds
BUDGETED CAPITAL:
Ambulance - New Builds (Chassis Included) (3)($1,042,626)
Stair Chair (3)($17,100)
Other Misc Equipment ($34,347)
Chassis (2)($146,000)
UTV with Trailer ($37,028)
EXCESS CASH AVAILABLE ($126,644)
For the Month and Year to Date Ended March 31, 2026
Page 5
141
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-252 Agenda Date:5/4/2026
TITLE:..title
Rezoning Petition RZ-2026-004 McAlister
INFORMATION CONTACT:
John Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605
ACTION REQUESTED:
Approve or deny proposed rezoning.
PRIOR BOARD ACTION:
April 20, 2026, Regular Meeting, Agenda Item #26-203 - Conduct public hearing.
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.
A public hearing was conducted April 20, 2026, and no one spoke for or against the proposed
rezoning.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 4/21/2026Page 1 of 1
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143
144
145
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.
146
2
Municipal Proximity
The site is approximately three miles south of the City of Monroe.
North of Site Site
Opposite Site South of Site
147
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.
148
4
Environmental Features
There are no streams, wetlands or floodplain on site.
149
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.
150
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.
151
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.
152
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.
153
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.
154
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.
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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.
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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
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-210 Agenda Date:5/4/2026
TITLE:..title
Presentation - Union County Water Capital Program Update
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
None.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Capital Improvement Program for Union County Water (UCW), as adopted by the Board of
County Commissioners, includes projects related to the expansion of the water and wastewater
systems, rehabilitation and replacement of existing infrastructure, as well as buildings and facilities.
UCW staff will provide a presentation on the overall status of the Capital Improvement Program with
detailed information on a selection of representative projects.
FINANCIAL IMPACT:
None at this time. Direction received, if any, may impact future expenditures.
Union County, NC Printed on 4/21/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-246 Agenda Date:5/4/2026
TITLE:..title
FY 2027 Capital Improvement Project Review
INFORMATION CONTACT:
Jason May, Budget & Grant Management, Director, 704-283-3760
ACTION REQUESTED:
Receive information.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Staff will present the recommended Capital Improvement Plan (CIP) for Fiscal Year 2027, including
proposed projects and funding sources. No action is required; this item is for informational purposes
only.
FINANCIAL IMPACT:
None. Proposed CIP will be included in the FY 2027 Budget presentation on June 1, 2026.
Union County, NC Printed on 4/21/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-238 Agenda Date:5/4/2026
TITLE:..title
Appointment to the Consolidated Human Services Board
INFORMATION CONTACT:
Janet Payne, Human Services Agency, Executive Director, 704-296-4348; Amy Dickey, Consolidated
Human Services Board Chair
ACTION REQUESTED:
Review applications and consider appointing one of the recommended applicants for the vacant
Consolidated Human Services Board “Other Person” position.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Consolidated Human Services Board (CHSB), pursuant to N.C. general statute § 153A-77, is
permitted to be composed of up to 25 members and composition of the board shall reasonably reflect
the population makeup of the County. Currently, the Union County CHSB has 19 membership
positions, each of which has a specific designation. Eight positions are filled and there are 11
vacancies including:
· Consumer of Human Services (2)
· Dentist (1)
· Registered Nurse (1)
· Other Person (1)
· Pharmacist (1)
· Physician - Psychiatrist (1)
· Optometrist (1)
As is the County's usual practice, the vacancies available for appointment were advertised by posting
a notice on the County's website:
<https://www.unioncountync.gov/government/boards-committees/boardscommittees>
Multiple applications were received to fill the one “Other Person” vacancy and members of the CHSB
interviewed the applicants prior to the April 13, 2026 meeting and the CHSB reviewed and discussed
all applications at the April 13, 2026 meeting and voted to recommend that the Board of County
Commissioners consider the following individuals for appointment to the CHSB to fill the “Other
Person” vacancy:
Union County, NC Printed on 4/21/2026Page 1 of 2
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File #:26-238 Agenda Date:5/4/2026
- Mr. Ben Mount is eligible to fill the “Other Person” position.
- Mr. Michael Evola is eligible to fill the “Other Person” position.
- Ms. Linda Yang is eligible to fill the “Other Person” position.
A copy of each individual’s application is included for the Board’s review and consideration.
FINANCIAL IMPACT:
$200 per year per member ($20 meeting x 10 meetings a year).
Union County, NC Printed on 4/21/2026Page 2 of 2
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APPLICATION TO SERVE ON APPOINTED BOARDS
COMMITTEES OR COMMISSIONS
BOARD: Consolidated Human Services Board
NAME: Linda Yang
ADDRESS: 2808 Tuscarora Ln Waxhaw NC 28713
TOWNSHIP: Sandy Ridge Township YEARS IN UNION COUNTY 7 years and 9 months
TELEPHONE: (Home) 704-547-4024 (Office) (Fax)
E-mail Address: LindaYang-MHA@outlook.com
EDUCATION:
List Schools, dates attended, Degrees obtained
2025: Certified Health Information Officer (CHCIO) and Certified Digital Health Executive (CDH-E)
– College of Health Information Management
2022: Professional Certificate in Data Science and Machine Learning – Massachusetts Institute of
Technology
2023: Qualified Technology Expert (QTE) – Digital Directors Network
2020: Certified Specialist Business Intelligence (CSBI) – Healthcare Financial Management
Association
2012, 2015: Epic Electronic Health Record Certifications – Cogito Analytics, Grand Central and
Prelude, Cadence, Health Information Management, Resolute Hospital Billing, and Resolute
Professional Billing
2011: Master of Healthcare Administration (MHA) concentration in Informatics – University of
Phoenix
2005: Bachelor of Arts in Sociology – North Carolina State University
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Revised 1/31/2022 Page 2
OCCUPATION:
Past 3 and current employers and positions held
Feb 2024 – Current: Director of Information Strategy and Analytics at Family Health Initiatives
Nov 2023 – Feb 2024: Electronic Health Records Analytics Consultant at People’s Community Clinic
Jan 2023 – Feb 2024: Interim Director of Information Services and Technology at North Carolina
Hmong Women Association
Sept 2021 – Sept 2022: Chief Information Officer at Discover Claims
Sept 2020 – Sept 2021: Electronic Health Records Analytics Lead at OrthoCarolina
Sept 2015 – Sept 2020: Analytics Developer at Duke University Health System
Apr 2012 – Sept 2015: Electronic Health Records Developer at Novant Health
Oct 2007 – Apr 2012: Data Consultant at Premier
Please list civic and fraternal organizations in which you participate in Union County.
Current Board Member of Ascend Charlotte Metro
Former Board Member of Society of Information Management Charlotte Metro
Current Community Leader for Carolinas Asian American Chamber of Commerce
Current Volunteer for North Carolina Hmong Women Association
Please explain your interest in serving on the above named board:
I am passionate about advancing initiatives that address social determinants of health, expand access
for vulnerable populations, and help guide policy and resource allocation. I am committed to
contributing thoughtful, strategic insight to support the Board’s mission and long-term impact. While I
am not a licensed provider, I understand there are current vacancies for “Consumer of Human
Services” and “Other Person” representatives and would welcome the opportunity to serve in either
capacity.
163
Revised 1/31/2022 Page 3
Any other comments:
As someone deeply invested in community health and well-being, I am motivated to contribute to
efforts that create more inclusive and accessible systems of care. I would be honored to support the
Board’s work and help advance initiatives that make a meaningful difference for Union County
residents.
Have you ever been convicted of a felony? No
Date: 3/25/2026 Signature:
Note: Information provided in this application is considered a matter of public record. It is,
therefore, subject to disclosure and copying upon request pursuant to North Carolina's Public
Records Law, N.C.G.S. §132-1, et seq.
Return to: Lynn G. West, Clerk to the Board, 500 N. Main Street, Room 914, Monroe, NC 28112 or Fax to
704-282-0121 or e-mail to Lynn.West@unioncountync.gov.
FOR OFFICE USE ONLY: Date Received:
164
165
166
APPLICATION TO SERVE ON APPOINTED BOARDS
COMMITTEES OR COMMISSIONS
BOARD: Atrium Health Union Advisory Committee or Consolidated Human Services Board (Other
Person)
NAME: Michael Tyler Evola
ADDRESS: 247 Marron Drive, Indian Trail, North Carolina 28079-4511
TOWNSHIP: Vance YEARS IN UNION COUNTY 20
TELEPHONE: (Home) 704-219-5797
(Office)
(Fax) N/A
E-mail Address: michaelevolanc@gmail.com
EDUCATION:
List Schools, dates attended, Degrees obtained
University of North Carolina at Pembroke
Bachelor of Interdisciplinary Studies - Public and Nonprofit Administration
Central Piedmont Community College
Associate in Applied Science - Accounting & Finance
Certificate - Tax Accounting
Central Academy of Technology & Arts
High School Diploma
OCCUPATION:
Past 3 and current employers and positions held
Community Shelter of Union County
Community Engagement Manager, May 2025 - Present
Union County Department of Social Services
Family & Children’s Medicaid Program Eligibility Specialist, May 2023 - May 2025
Town of Indian Trail
Parks and Recreation Assistant, November 2023 - July 2025
Revised 1/31/2022 Page 1
167
Please list civic and fraternal organizations in which you participate in Union County.
North Carolina Council for the Deaf and Hard of Hearing, Governor-appointed Council Member/Chair
North Carolina Statewide Independent Living Council, Governor-appointed Council Member/Chair
Union County Chamber, Member/Chamber Ambassador
Rotary Club of Waxhaw-Weddington, Member
Please explain your interest in serving on the above named board:
My service on state councils has focused on strengthening the quality and efficiency of programs that
support individuals with disabilities. In those roles, I have worked to ensure that services are effective,
fiscally responsible, and aligned with the real needs of the people they are intended to serve.I hope to
bring the same practical, experience-based approach to this board, contributing my professional
background and personal perspective as someone living with a disability to help identify
common-sense ways to improve accessibility within our community. In my work as part of the staff at
the Community Shelter of Union County, I see firsthand how thoughtful policy and strong partnerships
can make a meaningful difference for residents facing significant challenges. I would welcome the
opportunity to serve on this board to support local solutions, strengthen community collaboration, and
help ensure that those with the greatest needs are served in a way that reflects our county’s values of
transparency, innovation, and being purpose oriented
_______________________________________________________________________
Any other comments: Over the years, I’ve worked for and volunteered with municipal, county, and state government, as well
as with many nonprofits throughout our community, serving in roles requiring strategic planning,_____
advisement, community engagement, public policy, and leadership skills. ___
___
My LinkedIn profile includes more information about my experience for your consideration:_________
linkedin.com/in/michaelevolanc. _______________________________________
Have you ever been convicted of a felony? No
Date: 3/9/2026 Signature:
Note: Information provided in this application is considered a matter of public record. It is,
therefore, subject to disclosure and copying upon request pursuant to North Carolina's Public
Records Law, N.C.G.S. §132-1, et seq.
Return to: Lynn G. West, Clerk to the Board, 500 N. Main Street, Room 914, Monroe, NC 28112 or Fax to
704-282-0121 or e-mail to Lynn.West@unioncountync.gov.
FOR OFFICE USE ONLY: Date Received:
Revised 1/31/2022 Page 2
168
Michael Evola michaelevolanc@gmail.com | (704) 219-5797
linkedin.com/in/michaelevolanc
Public servant with experience managing programs, overseeing budgets, organizing volunteers, cultivating
partnerships, and engaging communities for nonprofits, local and state government. Proven ability to develop and
implement policy and systems for effective service delivery and improvement of organization operations, as well as
navigating and ensuring compliance with state and federal regulations. Experienced collaborator with a strong
record of leadership in advisory, planning, and implementation roles, with a focus on good governance, public
policy, and community impact.
Professional and Leadership Experience
Community Shelter of Union County
Community Engagement Manager | 05/2025 – Present
● Lead community outreach and partnership efforts to increase awareness of shelter services, resources, and
policy priorities across Union County.
● Cultivate and manage relationships with community partners to strengthen referral pathways and
collaborative initiatives.
● Manage the agency’s volunteer program, recruiting, onboarding, training, and supervising volunteers
supporting direct services and special projects.
● Implement strategies to expand volunteer participation and improve engagement, supporting
organizational capacity and service delivery.
North Carolina Statewide Independent Living Council
Governor-appointed Council Member (Individual with a Disability) | 02/2024 – Present,
Council Chair | 07/2025 – Present, Council Treasurer | 07/2024 – 06/2025
● Lead planning and coordination activities for the Council to advance independent living and priorities
aligned with the State Plan for Independent Living.
● Manage budgeting and financial planning for an approximately $199,000 annual budget, monitoring
expenditures, reviewing financial reports, and supporting compliance with federal and state requirements.
● Contribute to governance, performance monitoring, and evaluation activities, supporting accountability,
transparency, and effective use of public funds.
North Carolina Council for the Deaf and Hard of Hearing
Governor-appointed Council Member (Hard of Hearing Consumers) | 07/2021 – Present,
Council Chair | 07/2025 – Present, Council Vice Chair | 11/2022 – 06/2025
● Provide leadership, ensuring fulfillment of statutory duties, collaborating with Division leadership, partners,
and state agencies to fulfill directives and make recommendations.
● Make recommendations to, partner with and advise, NCDHHS and NCDPI to ensure effective, high-quality,
and accessible programs and services.
● Collaborate with state agencies and community stakeholders to support policy implementation, service
delivery improvements, and interagency coordination.
Union County Department of Social Services
Family & Children’s Medicaid Program Eligibility Specialist | 05/2023 – 05/2025
● Determined initial and ongoing Medicaid eligibility for individuals and families in compliance with state
regulations, managing a high-volume caseload.
● Processed applications, recertifications, and case updates while meeting strict accuracy, documentation,
and timeliness standards.
● Interpreted complex policy manuals and eligibility criteria, educating applicants on program requirements,
participant responsibilities, and available services.
● Conducted needs assessments and coordinated referrals to internal and external support programs,
improving continuity of care and access to services.
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169
Mecklenburg County Park and Recreation Department
Recreation Coordinator | 11/2021 – 05/2023
● Coordinated program and event logistics, including scheduling, reservations, permits, invoicing, and
contract support.
● Assisted with planning and facilitation of programs and special events, collaborating with internal teams
and external groups.
● Maintained accurate records, tracked program participation, and ensured compliance with departmental
policies and procedures.
Recreation Assistant | 06/2021 – 11/2021
● Supported operations across multiple facilities, supervising activities, and providing customer service to the
public, and enforcing county policies and park rules.
● Provided front-line customer service, educating residents on programs, amenities, policies, and facility
rules, and assisting with event setup and program delivery.
Education
University of North Carolina at Pembroke
Bachelor of Interdisciplinary Studies – Public and Nonprofit Administration
Central Piedmont Community College
Associate in Applied Science – Accounting and Finance
Certificate – Tax Accounting
Blue Ridge Community College
Certificate – Fundamentals of American Sign Language
Professional and Leadership Development
North Carolina Center for Nonprofits
Nonprofit Management Institute
North Carolina Department of the Secretary of State
Notary Public Commission | Expires 05/2026
North Carolina Institute of Public Leadership
Fellow
Union County Chamber
Leadership Union
Current Community Engagement, Service, & Leadership
North Carolina Department of Health & Human Services
Human Rights Committee Member | 10/2025-Present
Rotary Club of Waxhaw-Weddington
Club Member | 08/2021-Present
The Grove at Chestnut Park Association
Homeowner Association Board Member | 11/2024-Present
Union County Chamber
Chamber Member | 10/2022-Present
Chamber Ambassador | 01/2025-Present
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170
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-242 Agenda Date:5/4/2026
TITLE:..title
Appointments to Boards and Committees
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appointment members to fill vacancies
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Vacancies exist on the following Boards and Committees:
1. Union County Juvenile Crime Prevention Council (JCPC)
2. Land Use Board
3. South Piedmont Community College (SPCC) Board of Trustees
FINANCIAL IMPACT:
None
Union County, NC Printed on 4/21/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-245 Agenda Date:5/4/2026
TITLE:..title
Appoint Union County Board of Commissioners Representative to vacant position on Monroe-UnionCounty Economic Development Commission Board of Directors
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Appoint Union County Board of Commissioners representative to open position on the Monroe-Union
County Economic Development Commission Board of Directors to run through the remainder of the
current term, June 30, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
As set forth in Section 2(a) of the Interlocal Agreement between Union County and the City of Monroe
establishing the Monroe-Union County Economic Development Commission, it is provided that Board
members serve one-year terms, commencing on July 1 and running through June 30 of each year.
Commissioner Sides was appointed (serving ex officio) as a BOCC-appointed EDC Board Member.
In the case of a vacancy, the appointing board shall appoint a new member to serve the remainder of
the unexpired term.
Due to Commissioner Sides’ resignation and unfortunate passing, the Board of County
Commissioners is requested to consider appointing a person to fill his position on the EDC Board of
Directors.
FINANCIAL IMPACT:
None
Union County, NC Printed on 4/21/2026Page 1 of 1
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