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Chair & Vice Chair 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 Closed Session26-256 INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Enter into Closed Session pursuant to NCGS 143-318.11. PRIOR BOARD ACTIONS: None. BACKGROUND: Enter into Closed Session for the following purpose(s): 1) pursuant to G.S. 143-318.11(a)(1), to prevent the disclosure of information that is privileged or confidential pursuant to G.S. 153A-98; and 2) pursuant to G.S. 143-318.11(a)(3), to consult with an attorney in order to preserve the attorney-client privilege; and 3) pursuant to G.S. 143-318.11(a)(6), to consider the qualifications, competence, performance, character, fitness, conditions of appointment, or conditions of initial employment of an individual public officer or employee or prospective public officer or employee; or to hear or investigate a complaint, charge, or grievance by or against an individual public officer or employee. FINANCIAL IMPACT: None. Opening of Meeting - 6:00 PM Invocation - Chair Brian Helms Pledge of Allegiance Consideration of Appointment to Fill the Vacancy in the Membership of the Union County Board of Commissioners 26-257 INFORMATION CONTACT: Brian Helms, Board of County Commissioners, Chair ACTION REQUESTED: Consider Appointment to Fill the Vacancy in the Membership of the Union County Board of Commissioners. PRIOR BOARD ACTIONS: None. BACKGROUND: A vacancy occurred in the membership of the Union County Board of Commissioners on March 31, 2026, due to the resignation of Mr. Gary Sides. Pursuant to N.C.G.S. § Page 1 of 18 2 Board of Commissioners Meeting Agenda May 4, 2026 153A-27, the Board has 60 days after the day the vacancy occurs to fill the position. To be eligible for appointment to the position, a person must be a member of the same political party as Mr. Sides (Republican Party). N.C.G.S. § 153A-27 provides that the Board of Commissioners shall consult with the county executive committee of the appropriate political party before filling a vacancy and receiving its recommendation. To fulfill this requirement, the Union County Republican Party met on Thursday, April 16, 2026, to provide that recommendation. FINANCIAL IMPACT: None. 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: Click or tap here to enter text. 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 Page 2 of 18 3 Board of Commissioners Meeting Agenda May 4, 2026 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. 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) Page 3 of 18 4 Board of Commissioners Meeting Agenda May 4, 2026 ·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. 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 Page 4 of 18 5 Board of Commissioners Meeting Agenda May 4, 2026 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. Guidance from NCDOT recommends that the TAB have between 11-17 members. Union County currently has 13 positions 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 4.Aleshia Holland 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. Page 5 of 18 6 Board of Commissioners Meeting Agenda May 4, 2026 FINANCIAL IMPACT: None. Budget Amendment - Health Care Fund26-157 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Approve Budget Amendment # 21. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County maintains a self-insured Health Care Fund to account for employee health insurance claims and related costs. During FY 2025, claims activity exceeded budgeted projections, requiring the Health Care Fund to draw on its fund balance reserves to cover the shortfall. This amendment is necessary to restore the Health Care Fund's financial position and ensure adequate reserves are available to support ongoing claims obligations. This amendment appropriates $5,000,000 from General Fund unassigned fund balance and $2,500,000 in lapsed salary savings, for a total transfer of $7,500,000 to the Health Care Fund. The lapsed salary funds represent personnel vacancy savings realized across County departments during FY 2026. Together, these sources allow the County to replenish the Health Care Fund's fund balance without impacting current service delivery or operational budgets. FINANCIAL IMPACT: The Unassigned Fund Balance will decrease by $5 million. Salaries and benefit lines from general fund department will be reduced by $2.5 million. The Health Care Fund will be increased by $7.5 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. Page 6 of 18 7 Board of Commissioners Meeting Agenda May 4, 2026 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. 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 Page 7 of 18 8 Board of Commissioners Meeting Agenda May 4, 2026 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. 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. Page 8 of 18 9 Board of Commissioners Meeting Agenda May 4, 2026 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: 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 Compensation Adjustment for the Sheriff26-254 INFORMATION CONTACT: Julie Broome, Human Resources, Director, 704-283-3869 ACTION REQUESTED: Authorize the County Manager to take such action as necessary to provide an increase in compensation of $5,375 to the Sheriff, retroactive to January 1, 2026. BACKGROUND: Pursuant to G.S.153A-92(a), the Board of Commissioners shall fix or approve the schedule of pay, expense allowance and other compensation of all county officers and employees, whether elected or appointed. Any increase in the compensation of elected officials (Sheriff) is done so at the discretion of the Board of Commissioners. FINANCIAL IMPACT: No additional funding required. Sufficient funding is included in the FY26 budget. Compensation Adjustment for the Register of Deeds26-255 Page 9 of 18 10 Board of Commissioners Meeting Agenda May 4, 2026 INFORMATION CONTACT: Julie Broome, Human Resources, Director, 704-283-3869 ACTION REQUESTED: Authorize the County Manager to take such action as necessary to provide an increase in compensation of $10,220 to the Register of Deeds, retroactive to January 1, 2026. BACKGROUND: Pursuant to G.S.153A-92(a), the Board of Commissioners shall fix or approve the schedule of pay, expense allowance and other compensation of all county officers and employees, whether elected or appointed. Any increase in the compensation of elected officials (Register of Deeds) is done so at the discretion of the Board of Commissioners. FINANCIAL IMPACT: No additional funding required. Sufficient funding is included in the FY26 budget. Resolution - Amend the Board of Commissioners’ 2026 Regular Meeting Schedule 26-250 INFORMATION CONTACT: Lynn G. West, Clerk to the Board, 704-283-3853 ACTION REQUESTED: Adopt the Resolution Amending the Regular Meeting Schedule of the Union County Board of Commissioners for 2026 PRIOR BOARD ACTIONS: December 8, 2025, Regular Meeting, Agenda Item #25-750 - Adopted the Resolution for the Regular Meeting Schedule of the Union County Board of Commissioners for 2026 BACKGROUND: On December 8, 2025, the Board of Commissioners adopted its regular meeting schedule for 2026. This resolution amends the previously adopted regular meeting schedule by removing the Monday, June 15, 2026, regular meeting and replacing it with a regular meeting scheduled for the next day, Tuesday, June 16, 2026. The revised regular meeting schedule is shown on Attachment “A” to this Resolution. FINANCIAL IMPACT: None. 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. Page 10 of 18 11 Board of Commissioners Meeting Agenda May 4, 2026 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: 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: Page 11 of 18 12 Board of Commissioners Meeting Agenda May 4, 2026 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 sections XV, XVI, XVII, XVIII, XI, XIX, and XX of the FY 2026 Adopted Operating and Capital Budget Ordinance, management reports the following County Manager Budget Amendments (CMBA) made by the County Manager for the 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 EMS Quarterly Financial Statements26-247 Page 12 of 18 13 Board of Commissioners Meeting Agenda May 4, 2026 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. Wastewater Treatment Capacity - Monthly Update26-260 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: None - Information Only PRIOR BOARD ACTIONS: None BACKGROUND: Union County Water is closely monitoring the wastewater treatment capacities at our Water Reclamation Facilities. Permitting Capacity is evaluated using the Actual Plant Flows plus the Permitted/Obligated Flows (unconnected). Union County Water was asked to provide regular updates. Plant flow information through March 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 69.7% ·Percent of Actual + Permitted Flows = 88.6% ·Actual Flows (MGD)= 5.227 ·Actual + Permitted Obligated Flows (MGD)= 6.641 Crooked Creek ·Percent of Actual Flows = 63.7% ·Percent of Actual + Permitted Flows = 88.4% ·Actual Flows (MGD)= 1.211 ·Actual + Permitted Obligated Flows (MGD)= 1.680 Olde Sycamore ·Percent of Actual Flows = 26.0% ·Percent of Actual + Permitted Flows = 26.0% ·Actual Flows (MGD)= 0.039 ·Actual + Permitted Obligated Flows (MGD)= 0.039 Page 13 of 18 14 Board of Commissioners Meeting Agenda May 4, 2026 Tallwood ·Percent of Actual Flows = 40.0% ·Percent of Actual + Permitted Flows = 40.0% ·Actual Flows (MGD)= 0.020 ·Actual + Permitted Obligated Flows (MGD)= 0.020 Grassy Branch ·Percent of Actual Flows = 76.0% ·Percent of Actual + Permitted Flows = 78.0% ·Actual Flows (MGD)= 0.038 ·Actual + Permitted Obligated Flows (MGD)= 0.039 In addition to the wastewater treatment capacities, flow volumes associated with development projects that are in the planning and review process within the Twelve Mile Creek and Crooked Creek WRF service areas are provided for information as well. Development flow volumes through March 2026 are summarized in the attached tables. FINANCIAL IMPACT: None March 2026 Union County Public Schools Monthly Report26-261 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - information only. PRIOR BOARD ACTIONS: None BACKGROUND: This is the monthly report from UCPS as required by the Budget Ordinance. FINANCIAL IMPACT: None 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 Page 14 of 18 15 Board of Commissioners Meeting Agenda May 4, 2026 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. 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: Page 15 of 18 16 Board of Commissioners Meeting Agenda May 4, 2026 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. FY 2027 Health Plan Changes26-253 INFORMATION CONTACT: Brian Matthews, County Manager, 704-292-2597 ACTION REQUESTED: Receive information PRIOR BOARD ACTIONS: None BACKGROUND: The County Manager will present information to the Board of Commissioners about the upcoming changes to the County’s Health Insurance Plan for FY 2027. FINANCIAL IMPACT: None 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) Page 16 of 18 17 Board of Commissioners Meeting Agenda May 4, 2026 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 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 of 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 Page 17 of 18 18 Board of Commissioners Meeting Agenda May 4, 2026 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. County Manager's Comments Commissioners' Comments Adjournment Page 18 of 18 19 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-256 Agenda Date:5/4/2026 TITLE:..title Closed Session INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Enter into Closed Session pursuant to NCGS 143-318.11. PRIOR BOARD ACTIONS: None. BACKGROUND: Enter into Closed Session for the following purpose(s): 1) pursuant to G.S. 143-318.11(a)(1), to prevent the disclosure of information that is privileged or confidential pursuant to G.S. 153A-98; and 2) pursuant to G.S. 143-318.11(a)(3), to consult with an attorney in order to preserve the attorney- client privilege; and 3) pursuant to G.S. 143-318.11(a)(6), to consider the qualifications, competence, performance, character, fitness, conditions of appointment, or conditions of initial employment of an individual public officer or employee or prospective public officer or employee; or to hear or investigate a complaint, charge, or grievance by or against an individual public officer or employee. FINANCIAL IMPACT: None. Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™20 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-257 Agenda Date:5/4/2026 TITLE:..title Consideration of Appointment to Fill the Vacancy in the Membership of the Union County Board of Commissioners INFORMATION CONTACT: Brian Helms, Board of County Commissioners, Chair ACTION REQUESTED: Consider Appointment to Fill the Vacancy in the Membership of the Union County Board of Commissioners. PRIOR BOARD ACTIONS: None. BACKGROUND: A vacancy occurred in the membership of the Union County Board of Commissioners on March 31, 2026, due to the resignation of Mr. Gary Sides. Pursuant to N.C.G.S. § 153A-27, the Board has 60 days after the day the vacancy occurs to fill the position. To be eligible for appointment to the position, a person must be a member of the same political party as Mr. Sides (Republican Party). N.C.G.S. § 153A-27 provides that the Board of Commissioners shall consult with the county executive committee of the appropriate political party before filling a vacancy and receiving its recommendation. To fulfill this requirement, the Union County Republican Party met on Thursday, April 16, 2026, to provide that recommendation. FINANCIAL IMPACT: None. Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™21 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 powered by Legistar™22 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™23 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 powered by Legistar™24 File #:26-249 Agenda Date:5/4/2026 FINANCIAL IMPACT: None. Union County, NC Printed on 4/21/2026Page 2 of 2 powered by Legistar™25 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 powered by Legistar™26 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 27 28 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. Guidance from NCDOT recommends that the TAB have between 11-17 members. Union County currently has 13 positions 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 4.Aleshia Holland FINANCIAL IMPACT: None. Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™29 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 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 Union County Division of Human Services 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. Aleshia Holland is the Senior Center Supervisor at the Bazemore Active Adult Center in Monroe. Previously she worked as a Programs Supervisor at the Stanly County Senior Center for over eight years. Aleshia received her bachelor’s degree in human services from Gardner Webb University. Since 2014, she has been working with organizations whose mission is to assist with increasing and maintaining independence in older adults. Aleshia thoroughly enjoys being involved in her community. She has served as Vice President on the CARE Café board and has been a member of Relay for Life and United Way committees where she assisted with fundraising. In addition to her work, Aleshia enjoys spending time with her family and volunteering at the Community Inn homeless shelter. 30 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 powered by Legistar™31 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 32 2 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 33 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. 34 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 35 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. 36 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: Union County maintains a self-insured Health Care Fund to account for employee health insurance claims and related costs. During FY 2025, claims activity exceeded budgeted projections, requiring the Health Care Fund to draw on its fund balance reserves to cover the shortfall. This amendment is necessary to restore the Health Care Fund's financial position and ensure adequate reserves are available to support ongoing claims obligations. This amendment appropriates $5,000,000 from General Fund unassigned fund balance and $2,500,000 in lapsed salary savings, for a total transfer of $7,500,000 to the Health Care Fund. The lapsed salary funds represent personnel vacancy savings realized across County departments during FY 2026. Together, these sources allow the County to replenish the Health Care Fund's fund balance without impacting current service delivery or operational budgets. FINANCIAL IMPACT: The Unassigned Fund Balance will decrease by $5 million. Salaries and benefit lines from general fund department will be reduced by $2.5 million. The Health Care Fund will be increased by $7.5 million. Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™37 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 38 Org Object Amount to decrease Org Object 10115120 5121 $2,824 10115120 5131 10115130 5121 $24,463 10115130 5131 10115210 5121 $4,336 10115210 5131 10131200 5121 $152,495 10131200 5131 10111110 5121 $51,232 10111110 5131 10120110 5121 $80,126 10120110 5131 10130642 5121 $37,000 10130642 5131 10130646 5121 $26,000 10130646 5131 10130700 5121 $900 10130700 5131 10114420 5121 $14,053 10114420 5131 10123010 5121 $30,234 10123010 5131 10117410 5121 $23,000 10117410 5131 10130540 5121 $4,000 10130540 5131 10130541 5121 $10,000 10130541 5131 10130542 5121 $82,901 10130542 5131 10130543 5121 $4,591 10130543 5131 10111210 5121 $78,053 10111210 5131 10130506 5121 $23,708 10130506 5131 10130505 5121 $1,000 10130505 5131 10130800 5121 $113,000 10130800 5131 10111310 5121 $48,580 10111310 5131 10111350 5121 $16,260 10111350 5131 10115510 5121 $4,540 10115510 5131 10122010 5121 $69,880 10122010 5131 10115510 5121 $85,000 10115510 5131 10115510 5121 $4,997 10115510 5131 10115600 5121 $13,516 10115600 5131 10115601 5121 $25,124 10115601 5131 10115612 5121 $11,215 10115612 5131 10120210 5121 $25,775 10120210 5131 10111410 5121 $43,758 10111410 5131 10123101 5121 $64,546 10123101 5131 10130501 5121 $9,000 10130501 5131 10130505 5121 $4,126 10130505 5131 10130510 5121 $28,035 10130510 5131 10130511 5121 $8,116 10130511 5131 10130512 5121 $12,453 10130512 5131 Public Health 5121 $126,231 Public Health 5131 10128110 5121 $142,588 10128110 5131 10130610 5121 $14,586 10130610 5131 10130622 5121 $25,236 10130622 5131 10130628 5121 $33,142 10130628 5131 10130629 5121 $15,360 10130629 5131 10130632 5121 $26,801 10130632 5131 10130633 5121 $92,981 10130633 5131 10130663 5121 $32,143 10130663 5131 $1,747,905 Salary Fica Total Total 39 Amount to decrease Org Object Amount to decrease Org $216 10115120 5134 $141 10115120 $1,871 10115130 5134 $1,223 10115130 $332 10115210 5134 $217 10115210 $11,666 10131200 5134 $7,625 10131200 $3,919 10111110 5134 $2,562 10111110 $6,130 10120110 5134 $4,006 10120110 $2,831 10130642 5134 $1,850 10130642 $1,989 10130646 5134 $1,300 10130646 $69 10130700 5134 $45 10130700 $1,075 10114420 5134 $703 10114420 $2,313 10123010 5134 $1,512 10123010 $1,760 10117410 5134 $1,150 10117410 $306 10130540 5134 $200 10130540 $765 10130541 5134 $500 10130541 $6,342 10130542 5134 $4,145 10130542 $351 10130543 5134 $230 10130543 $5,971 10111210 5134 $3,903 10111210 $1,814 10130506 5134 $1,185 10130506 $77 10130505 5134 $50 10130505 $8,645 10130800 5134 $5,650 10130800 $3,716 10111310 5134 $2,429 10111310 $1,244 10111350 5134 $813 10111350 $347 10115510 5134 $227 10115510 $5,346 10122010 5134 $3,494 10122010 $6,503 10115510 5134 $4,250 10115510 $382 10115510 5134 $250 10115510 $1,034 10115600 5134 $676 10115600 $1,922 10115601 5134 $1,256 10115601 $858 10115612 5134 $561 10115612 $1,972 10120210 5134 $1,289 10120210 $3,347 10111410 5134 $2,188 10111410 $4,938 10123101 5134 $3,227 10123101 $689 10130501 5134 $450 10130501 $316 10130505 5134 $206 10130505 $2,145 10130510 5134 $1,402 10130510 $621 10130511 5134 $406 10130511 $953 10130512 5134 $623 10130512 $9,657 Public Health 5134 $6,312 Public Health $10,908 10128110 5134 $7,129 10128110 $1,116 10130610 5134 $729 10130610 $1,931 10130622 5134 $1,262 10130622 $2,535 10130628 5134 $1,657 10130628 $1,175 10130629 5134 $768 10130629 $2,050 10130632 5134 $1,340 10130632 $7,113 10130633 5134 $4,649 10130633 $2,459 10130663 5134 $1,607 10130663 $133,715 $87,395 Fica 401K Total Total 40 Object Amount to decrease 5136 $406 5136 $3,518 5136 $624 5136 $21,929 5136 $7,367 5136 $11,522 5136 $5,321 5136 $3,739 5136 $129 5136 $2,021 5136 $4,348 5136 $3,307 5136 $575 5136 $1,438 5136 $11,921 5136 $660 5136 $11,224 5136 $3,409 5136 $144 5136 $16,249 5136 $6,986 5136 $2,338 5136 $653 5136 $10,049 5136 $12,223 5136 $719 5136 $1,944 5136 $3,613 5136 $1,613 5136 $3,706 5136 $6,292 5136 $9,282 5136 $1,294 5136 $593 5136 $4,031 5136 $1,167 5136 $1,791 5136 $18,152 5136 $20,504 5136 $2,097 5136 $3,629 5136 $4,766 5136 $2,209 5136 $3,854 5136 $13,371 5136 $4,622 $251,349 $2,220,364 Retirement Total 41 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 powered by Legistar™42 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. 43 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. 44 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 45 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. 46 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 47 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 48 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: 49 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 50 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 51 D1 Quote No : 26-05065 Revision : Project : Union County Detention Center Date : 02/19/2026 Customer : All Bids (IFS) Page 3 of 4 52 53 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 54 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 55 D2 D1 Quote No : 26-05067 Revision : Project : Union County Detention Center Date : 02/19/2026 Customer : All Bids (IFS) Page 3 of 4 56 57 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) 58 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. 59 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) 60 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 61 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) 62 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. 63 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) 64 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 65 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) 66 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. 67 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) 68 Page 4 of 4 BEL0095AS6AMAB0200 - 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 - 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 69 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. 70 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 71 Foamed In-Place Vs. Extruded Polystyrene 72 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. 73 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 74 Foamed In-Place Vs. Extruded Polystyrene 75 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. 76 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 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 Union County, North Carolina Procurement Conference Room, 610 Patton Ave, Monroe, NC J NC Class 1 Commercial Refrigeration License.NC Electrical License Non-Collusion Affidavit Received? (Yes/No)Signed Bid Form Addenda Acknowledgement Bid Total L. 04743 10661 X X X $162,568.00 2967/11602 31209 X X X $159,392.10 Yes No No No No $287,888.34 Garmon Mechanical Services Company Name MC Moore Construction Re-Bid Opening Tabulation IFB 2026-051 Detention Center Freezer and Cooler Replacement March 25, 2026 2:00 PM Bids Opened and Recorded by Juan Rodriguez-Cruz 3/25/2026 Eastern Refrigeration 101 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 102 Updated 02.06.24 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION 1. AGREEMENT. This agreement (“Agreement”) is entered into on ___________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina (“Union”), and 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 103 Updated 02.06.24 2 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 104 Updated 02.06.24 3 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 105 Updated 02.06.24 4 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 106 Updated 02.06.24 5 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 107 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 108 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™109 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 powered by Legistar™110 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 22 111 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. 112 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 113 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 4/24/2026Page 1 of 1 powered by Legistar™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 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 Page 1 of 1 115 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-254 Agenda Date:5/4/2026 TITLE:..title Compensation Adjustment for the Sheriff INFORMATION CONTACT: Julie Broome, Human Resources, Director, 704-283-3869 ACTION REQUESTED: Authorize the County Manager to take such action as necessary to provide an increase in compensation of $5,375 to the Sheriff, retroactive to January 1, 2026. BACKGROUND: Pursuant to G.S.153A-92(a), the Board of Commissioners shall fix or approve the schedule of pay, expense allowance and other compensation of all county officers and employees, whether elected or appointed. Any increase in the compensation of elected officials (Sheriff) is done so at the discretion of the Board of Commissioners. FINANCIAL IMPACT: No additional funding required. Sufficient funding is included in the FY26 budget. Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™116 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-255 Agenda Date:5/4/2026 TITLE:..title Compensation Adjustment for the Register of Deeds INFORMATION CONTACT: Julie Broome, Human Resources, Director, 704-283-3869 ACTION REQUESTED: Authorize the County Manager to take such action as necessary to provide an increase in compensation of $10,220 to the Register of Deeds, retroactive to January 1, 2026. BACKGROUND: Pursuant to G.S.153A-92(a), the Board of Commissioners shall fix or approve the schedule of pay, expense allowance and other compensation of all county officers and employees, whether elected or appointed. Any increase in the compensation of elected officials (Register of Deeds) is done so at the discretion of the Board of Commissioners. FINANCIAL IMPACT: No additional funding required. Sufficient funding is included in the FY26 budget. Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™117 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-250 Agenda Date:5/4/2026 TITLE:..title Resolution - Amend the Board of Commissioners’ 2026 Regular Meeting Schedule INFORMATION CONTACT: Lynn G. West, Clerk to the Board, 704-283-3853 ACTION REQUESTED: Adopt the Resolution Amending the Regular Meeting Schedule of the Union County Board of Commissioners for 2026 PRIOR BOARD ACTIONS: December 8, 2025, Regular Meeting, Agenda Item #25-750 - Adopted the Resolution for the Regular Meeting Schedule of the Union County Board of Commissioners for 2026 BACKGROUND: On December 8, 2025, the Board of Commissioners adopted its regular meeting schedule for 2026. This resolution amends the previously adopted regular meeting schedule by removing the Monday, June 15, 2026, regular meeting and replacing it with a regular meeting scheduled for the next day, Tuesday, June 16, 2026. The revised regular meeting schedule is shown on Attachment “A” to this Resolution. FINANCIAL IMPACT: None. Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™118 OFFICE OF THE COMMISSIONERS AND MANAGER 500 N. Main St., Room 921  Monroe, NC 28112  Phone (704)283-3810  Fax (704)282-0121 RESOLUTION AMENDING THE REGULAR MEETING SCHEDULE OF THE UNION COUNTY BOARD OF COMMISSIONERS FOR 2026 THAT WHEREAS, on December 8, 2025, the Union County Board of Commissioners (the “Board”) adopted a resolution entitled “Resolution for the Regular Meeting Schedule of the Union County Board of Commissioners for 2026” (the “Resolution”); which Resolution included adoption of the Board’s regular meeting schedule for 2026; and WHEREAS, the Board desires to amend its regular meeting schedule for 2026 by deleting the regular meeting of Monday, June 15, 2026, and adding a new regular meeting on Tuesday, June 16, 2026, as shown on Attachment “A” to this Resolution. NOW, THEREFORE, be it resolved by the Union County Board of Commissioners that it does hereby amend its regular meeting schedule for 2026 by deleting the regular meeting of Monday, June 15, 2026, and adding a regular meeting on a Tuesday, June 16, 2026, as such revised schedule is shown on Attachment “A” to this resolution. Except as herein amended, the Board’s regular meeting schedule for 2026 shall remain in full force and effect. Adopted this the 4th day of May, 2026. ATTEST: _______________________________ ____________________________________ Lynn G. West, Clerk to the Board Brian Helms, Chair 119 unioncountync.gov Attachment A (Revised May 4, 2026) 2026 REGULAR MEETING SCHEDULE UNION COUNTY BOARD OF COMMISSIONERS 500 North Main Street Monroe, NC 28112 MEETING DATE MEETING TIME Monday, January 12, 2026 (2nd Monday) 5:15 p.m. Monday, February 2, 2026 5:15 p.m. Tuesday, February 17, 2026 (Tuesday meeting) 5:15 p.m. Monday, March 2, 2026 5:15 p.m. Monday, March 16, 2026 5:15 p.m. Monday, April 20, 2026 5:15 p.m. Monday, May 4, 2026 5:15 p.m. Monday, May 18, 2026 5:15 p.m. Monday, June 1, 2026 5:15 p.m. Tuesday, June 16, 2026 (Tuesday meeting) 5:15 p.m. Monday, July 20, 2026 5:15 p.m. Monday, August 17, 2026 5:15 p.m. Monday, September 21, 2026 5:15 p.m. Monday, October 5, 2026 5:15 p.m. Monday, October 19, 2026 5:15 p.m. Monday, November 2, 2026 5:15 p.m. Monday, November 16, 2026 5:15 p.m. Monday, December 7, 2026 5:15 p.m. Monday, December 21, 2026 (Subject to cancellation due to the holidays) 5:15 p.m. Regular Meetings are generally held on the 1st and 3rd Monday of the month in the Meeting Chamber on the 1st floor of the Union County Government Center located at 500 North Main Street, Monroe N.C. When a regular meeting would fall on a holiday, the meeting is often held on Tuesday. Above is the official Regular Meeting schedule, with the specific dates and times for each meeting. *NOTE: The official start time for most Regular Meetings is 5:15 p.m. Unless otherwise indicated on each meeting’s official agenda, the public portion of the meeting is generally held as close to 6:00 p.m. as possible, following Closed Session at 5:15 p.m. Closed Sessions are held in the Commissioner Stony D. Rushing Conference Meeting Room on the 1st floor. As indicated on each meeting’s official agenda, the Board may choose to hold public work sessions from 5:15- 6:00 p.m. for certain Regular Meetings. 120 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 powered by Legistar™121 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 powered by Legistar™122 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 123 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% 1 124 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% 2 125 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% 3 126 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 powered by Legistar™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 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 17 128 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 ($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 17 129 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 ($4.21)$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 17 130 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 17 131 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 17 132 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 17 133 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 17 134 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 17 135 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 17 136 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 17 137 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 17 138 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 17 139 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 17 140 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 17 141 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 17 142 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 17 143 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 17 144 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 powered by Legistar™145 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 146 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 sections XV, XVI, XVII, XVIII, XI, XIX, and XX of the FY 2026 Adopted Operating and Capital Budget Ordinance, management reports the following County Manager Budget Amendments (CMBA) made by the County Manager for the 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 4/24/2026Page 1 of 1 powered by Legistar™147 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 powered by Legistar™148 1403 Dove St • P.O. Box 633 • Monroe, NC 28111 • 980-993-7600 • Fax: 704-226-2000 Union Emergency Medical Services April 20, 2026 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 March 31, 2026. 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 Michael Jordan, Chief Operating Officer AHU & AHUWKim LaPointe, Area VP Financial Operations NSW Charlotte David Hyatt, Director, EMS Beverly Liles, Finance Director Blake Hart, Budget Director Patrick Niland, Assistant County Manager 149 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 150 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 1 151 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 2 152 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 3 153 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 4 154 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 5 155 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-260 Agenda Date:5/4/2026 TITLE:..title Wastewater Treatment Capacity - Monthly Update INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: None - Information Only PRIOR BOARD ACTIONS: None BACKGROUND: Union County Water is closely monitoring the wastewater treatment capacities at our Water Reclamation Facilities. Permitting Capacity is evaluated using the Actual Plant Flows plus the Permitted/Obligated Flows (unconnected). Union County Water was asked to provide regular updates. Plant flow information through March 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 69.7% ·Percent of Actual + Permitted Flows = 88.6% ·Actual Flows (MGD)= 5.227 ·Actual + Permitted Obligated Flows (MGD)= 6.641 Crooked Creek ·Percent of Actual Flows = 63.7% ·Percent of Actual + Permitted Flows = 88.4% ·Actual Flows (MGD)= 1.211 ·Actual + Permitted Obligated Flows (MGD)= 1.680 Olde Sycamore ·Percent of Actual Flows = 26.0% ·Percent of Actual + Permitted Flows = 26.0% ·Actual Flows (MGD)= 0.039 ·Actual + Permitted Obligated Flows (MGD)= 0.039 Tallwood ·Percent of Actual Flows = 40.0% Union County, NC Printed on 4/24/2026Page 1 of 2 powered by Legistar™156 File #:26-260 Agenda Date:5/4/2026 ·Percent of Actual + Permitted Flows = 40.0% ·Actual Flows (MGD)= 0.020 ·Actual + Permitted Obligated Flows (MGD)= 0.020 Grassy Branch ·Percent of Actual Flows = 76.0% ·Percent of Actual + Permitted Flows = 78.0% ·Actual Flows (MGD)= 0.038 ·Actual + Permitted Obligated Flows (MGD)= 0.039 In addition to the wastewater treatment capacities, flow volumes associated with development projects that are in the planning and review process within the Twelve Mile Creek and Crooked Creek WRF service areas are provided for information as well. Development flow volumes through March 2026 are summarized in the attached tables. FINANCIAL IMPACT: None Union County, NC Printed on 4/24/2026Page 2 of 2 powered by Legistar™157 Water Reclamation Facility Flows WRF Permitted Capacity (MGD) Actual Average Daily Flow1 (MGD) Percent of Actual Flow Used Actual + Permitted Obligated Flows (MGD) Percent of Permitted Flow Used Actual Rainfall (in) Twelve Mile Creek 7.5 5.227 69.7% 6.641 88.6% 1.3 Crooked Creek 1.9 1.211 63.7% 1.680 88.4% 0.6 Olde Sycamore 0.15 0.039 26.0% 0.039 26.0% 0.7 Tallwood 0.05 0.020 40.0% 0.020 40.0% 0.9 Grassy Branch 0.05 0.038 76.0% 0.039 78.0% 0.9 1Based on a 12-month rolling average. Development Flows 12-Mile Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 5 0.280 Engineering Plan Review 15 0.380 Sketch Plan Review 11 0.363 Totals 31 1.023 Crooked Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 5 0.129 Engineering Plan Review 5 0.173 Sketch Plan Review 8 0.152 Totals 18 0.454 158 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-261 Agenda Date:5/4/2026 TITLE:..title March 2026 Union County Public Schools Monthly Report INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - information only. PRIOR BOARD ACTIONS: None BACKGROUND: This is the monthly report from UCPS as required by the Budget Ordinance. FINANCIAL IMPACT: None Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™159 FINANCE DIVISION To: Beverly Liles From: Shanna McLamb Date: April 20, 2026 RE: Monthly Reporting – Ordinance Sections XXIII Pursuant to the requested information included in the BOCC annual budget ordinance, the below information has been provided to satisfy the requirements for monthly reporting. Notes have been provided for each requested item to provide explanation for items that are currently unavailable or incomplete due reporting capabilities related to the state software migration. FY2026 Ordinance Section XXIII - as it appears in the ordinance document In accordance with the NCGS §115C-429(c), the Board of County Commissioners calls for, for FY 2026, the books, records, audit reports, and other information bearing on the financial operation of UCPS listed below to be made available to the Board of Commissioners as set forth herein. Each of the monthly reports and counts described below is called for within ten business days of the close of each month, beginning with the close of July 2025. (a) A monthly report of monthly and cumulative revenues and expenditures, by function code, for all funds by fund. In addition, the original adopted budget and revised or amended budget for revenues and expenditures, by function code. (b) A monthly report of monthly expenditures, by project for appropriations outlined in section XXII and "Capital Projects Ordinance", including a brief summary of the status of the project. (c) A monthly report of monthly expenditures, by project for all other capital projects, including a brief summary of the status of the project. (d) A monthly report of transfers between function codes for all funds by fund. NOTE: There is no information to provide at this time. (e) A monthly personnel count of locally funded employees and state funded employees broken down by function code from which they are paid, furthermore, the Board of County Commissioners requests not to receive the payroll records in response to this request. (f) A monthly ADM count. Thank you. CC: Andrew G. Houlihan Brian Matthews 160 161 162 163 164 165 166 167 168 169 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 powered by Legistar™170 171 172 173 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. 174 2 Municipal Proximity The site is approximately three miles south of the City of Monroe. North of Site Site Opposite Site South of Site 175 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. 176 4 Environmental Features There are no streams, wetlands or floodplain on site. 177 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. 178 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. 179 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. 180 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. 181 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. 182 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. 183 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. 184 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 185 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 powered by Legistar™186 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 powered by Legistar™187 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-253 Agenda Date:5/4/2026 TITLE:..title FY 2027 Health Plan Changes INFORMATION CONTACT: Brian Matthews, County Manager, 704-292-2597 ACTION REQUESTED: Receive information PRIOR BOARD ACTIONS: None BACKGROUND: The County Manager will present information to the Board of Commissioners about the upcoming changes to the County’s Health Insurance Plan for FY 2027. FINANCIAL IMPACT: None Union County, NC Printed on 4/24/2026Page 1 of 1 powered by Legistar™188 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 powered by Legistar™189 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 powered by Legistar™190 Revised 1/31/2022 Page 1 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 191 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. 192 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: 193 194 195 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 1 196 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 2 197 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. 1 198 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 2 199 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 of 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 4/24/2026Page 1 of 1 powered by Legistar™200 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 4/24/2026Page 1 of 1 powered by Legistar™201