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Chair & Vice Chair Review Draft Agenda Package 18-May-26Monday, May 18, 2026 6:00 PM Union County, NC Union County Government Center 500 North Main Street Monroe, North Carolina Meeting Agenda Board Room, First Floor Board of Commissioners Chair Brian Helms Vice Chair Christina Helms Commissioner Clancy Baucom Commissioner Melissa Merrell Commissioner Errol Wedra 1 Board of Commissioners Meeting Agenda May 18, 2026 Closed Session - 5:15 PM Closed Session26-287 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 - Commissioner Clancy Baucom Pledge of Allegiance Informal Comments Public Hearing(s) Public Hearing - Rezoning Petition CZ-2026-001 Marcham26-270 INFORMATION CONTACT: John Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605 ACTION REQUESTED: Conduct public hearing for proposed rezoning. PRIOR BOARD ACTION: None. BACKGROUND: This case is requesting to rezone one parcel totaling 5 acres appearing Page 1 of 17 2 Board of Commissioners Meeting Agenda May 18, 2026 on the tax map as tax parcel 09-414-109A along NC 75 from RA-40 to Light Industrial (LI) CZ with Amended Conditions in order to develop a landscaping supply business and limited construction equipment storage. The rezoning will include the following conditions: 1)Limited to approved site plan dated April 7, 2026 2)Uses limited to landscaping supply business and construction equipment storage 3)Five-year vesting of development rights 4)Development will meet all requirements of the Union County Unified Development Ordinance on the date of approval 5) Access may be restricted to right in right out in the future, at the discretion of the NCDOT, based on safety issues that may be created by this site A community meeting was required and was held on March 30, 2026. A total of six residents attended the meeting and asked questions about fencing, lighting, traffic and stormwater impacts. No changes were made to the site plan as a result of the meeting. The Land Use Board evaluated this proposal at its April 21 meeting and recommended approval on a 5-0 vote, citing consistency with the land use map. If the Board of Commissioners wishes to make a decision on the rezoning petition, it can consider the following motions. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2026-001; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Public Hearing - Rezoning Petition CZ-2026-006 House of Pearls26-271 INFORMATION CONTACT: John Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605 ACTION REQUESTED: Page 2 of 17 3 Board of Commissioners Meeting Agenda May 18, 2026 Conduct public hearing for proposed rezoning. PRIOR BOARD ACTION: None. BACKGROUND: This case is a request to rezone an approximately 10.92 acre portion of one parcel totaling 12.21 acres appearing on the tax map as tax parcel 02-226-017 located on Camden Road from RA-40 with Master Planned Development. The request is to develop a long-term residential drug rehabilitation facility for up to 80 residents and staff. The rezoning request is a conditional rezoning and includes the following conditions: •The use shall be limited to a residential recovery and life-skills program. •The maximum duration of residency for program participants shall be twenty-four (24) months. The minimum duration of residency for program participants shall be ninety (90) days. •The use shall not include medical detoxification or inpatient clinical treatment services. •The use shall not be converted to a shelter, boarding house, correctional facility, halfway house for parolees, or a use not specifically allowed by these conditions. •Overnight occupancy shall be limited to enrolled program participants and on-site staff only. •The maximum number of residents shall not exceed 80. •The development may occur in phases. •All outdoor lighting shall utilize full cutoff fixtures and shall be directed away from adjacent properties. •Organized outdoor activities shall not occur on site between 9 PM and 7 AM. •A local contact person shall be provided to adjacent property owners and the County and updated annually. •No onsite parking for resident vehicles. The Land Use Board evaluated this rezoning request at its April 21, 2026, meeting. The Board recommended approval on a 5-0 vote, citing consistency with the land use map. If the Board of Commissioners wishes to make a decision on the rezoning petition, it can consider the following motions. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion Page 3 of 17 4 Board of Commissioners Meeting Agenda May 18, 2026 (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2026-006; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Consent Agenda Contract - NCDOT Project U-4714AC (SR 1009 Old Monroe Road) - Utility PE and Construction Agreement 26-258 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with North Carolina Department of Transportation (NCDOT) substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Water (UCW) Capital Improvement Program (CIP) includes an allocation for the design and construction of water line and sewer line betterments related to NCDOT’s multi-phase project for the widening of Old Monroe Road. This agreement with NCDOT is for the phase of the Old Monroe Road widening project from the Mecklenburg County line to near Morningside Meadows Lane. The water line betterments will increase the existing 6-inch and 8-inch water lines to 12-inch and 16-inch water lines to provide sufficient fire flow and pressure to meet future demand. The sewer line betterments will replace the existing 4-inch and 6-inch septic tank effluent gravity (STEG) wastewater collection system with standard 8-inch gravity sewer lines. The water and sewer betterments will be administered by NCDOT as part of the Old Monroe Road widening project. UCW will be responsible for reimbursing NCDOT for the betterment costs in a not to exceed amount of $1,359,307.81. FINANCIAL IMPACT: Funding is available within the adopted account 60185527 - 853 West Page 4 of 17 5 Board of Commissioners Meeting Agenda May 18, 2026 Zone Transmission Main Phase 4 to support the contract amount of $1,359,307.81. Contract - NCDOT Project U-4714BA (SR 1009 Old Monroe Road) - Utility PE and Construction Agreement 26-259 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with North Carolina Department of Transportation (NCDOT) substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Water (UCW) Capital Improvement Program (CIP) includes an allocation for the design and construction of water line and sewer line betterments related to NCDOT’s multi-phase project for the widening of Old Monroe Road. This agreement with NCDOT is for the phase of the Old Monroe Road widening project from Morningside Meadows Lane to South Fork Road. The water line betterments will increase the existing 6-inch water line to an 8-inch water line and will install a new 16-inch water transmission main to provide sufficient fire flow and pressure to meet future demand. The sewer line betterments will replace the existing 4-inch and 6-inch septic tank effluent gravity (STEG) wastewater collection system with standard 8-inch gravity sewer lines. The water and sewer betterments will be administered by NCDOT as part of the Old Monroe Road widening project. UCW will be responsible for reimbursing NCDOT for the betterment costs in a not to exceed amount of $3,221,261.68. FINANCIAL IMPACT: Funding is available within the adopted account 60185527 - 853 West Zone Transmission Main Phase 4 to support the contract amount of $3,221,261.68. Contract - Aeration Tank Cleaning26-282 INFORMATION CONTACT: Christopher Clark, PE, Union County Water, Water and Wastewater Operations Director, 704-296-4215 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or Page 5 of 17 6 Board of Commissioners Meeting Agenda May 18, 2026 extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None BACKGROUND: Union County Water owns and operates five Water Reclamation Facilities. As part of routine operations and maintenance of the facility, aeration tanks are put into and taken out of service for inspection, maintenance and operation. Over time debris such as rags, grit, sludge and other debris build up in the tanks and must be removed and disposed of offsite. The Procurement Department partnered with Union County Water to issue Request for Proposals #2026-044 Aeration Tank Cleaning. On March 17, 2026, five proposals were received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. As a result, the team requests approval to enter into a contract with the top scoring/ranked preferred offeror, Wind River Environmental, LLC, to provide Aeration Tank Cleaning services. This contract has a term of one year. FINANCIAL IMPACT: The anticipated cost for this service is $250,000. Sufficient funds were allocated in the FY26 Budget to cover costs associated with this agreement. Contract - Crooked Creek WRF Filter Replacement26-289 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with Hazen and Sawyer, P.C. substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Capital Improvement Program for Union County Water, as adopted by the Board of County Commissioners, includes funding for rehab and renewal of the Crooked Creek WRF. An evaluation was completed on the Crooked Creek WRF to assess the condition of the facility and identify infrastructure that requires improvements. The filter equipment provides treatment to meet NCDEQ effluent discharge limits. The existing filters are no longer operational due to their age and inability to source outdated components necessary for repair; therefore, this filter replacement project Page 6 of 17 7 Board of Commissioners Meeting Agenda May 18, 2026 was identified as the first priority for replacement for the facility to continue to comply with its effluent discharge limits. Hazen and Sawyer, P.C. has been selected to provide engineering design and bid services for Task Order 10022-01: Crooked Creek WRF Filter Replacement. Hazen and Sawyer, P.C. was chosen from a list of vendors previously selected from RFQ 2026-002 - Engineering Services for Water Reclamation Facility Improvements to provide these services for Union County Projects. FINANCIAL IMPACT: The total cost of Task Order 10022-01 with Hazen and Sawyer, P.C. is $512,000.00. Sufficient funds are available within the adopted capital account 60185100 - Crooked Creek WRF Filter Replacement. Budget Amendment - Additional Funding for Maternal Health Program 26-264 INFORMATION CONTACT: Traci Colley, Human Services Agency, Public Health Department, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate $42,968 from the Public Health Medicaid Cost-Settlement fund balance to purchase an ultrasound unit for use in the County’s Maternity Clinic and 2) approve Budget Amendment #23. PRIOR BOARD ACTIONS: None. BACKGROUND: The requested replacement of an aging ultrasound unit in the Public Health maternity clinic is a prudent, cost-effective investment that strengthens essential maternal and child health services while reducing downstream costs. Updated ultrasound technology supports more reliable imaging, timely prenatal assessment, and earlier identification of high-risk conditions-particularly for Medicaid and underserved populations. The current unit is outdated and increasingly limits efficiency, image quality, and reliability, which can contribute to delays in care and the need for external referrals. Replacing this equipment will improve clinical accuracy, support continuity of care, and reduce missed or repeat appointments. This investment aligns with state and federal priorities to improve birth outcomes and reduce avoidable emergencies and hospital utilization. It leverages existing staff and infrastructure, maximizes current maternal health programming, and reflects responsible stewardship by maintaining critical clinical capacity with modern, dependable equipment. FINANCIAL IMPACT: $42,968 will be utilized from the existing Public Health Medicaid Page 7 of 17 8 Board of Commissioners Meeting Agenda May 18, 2026 Cost-Settlement fund balance to purchase an ultrasound unit for use in the Maternity Clinic. No additional County funds are needed. Agreement with Town of Waxhaw for Library Book Locker at Waxhaw Learning Center 26-278 INFORMATION CONTACT: Nina Chaffin, Library, Director, 704-283-3561 ACTION REQUESTED: Approve the interlocal agreement with the Town of Waxhaw for the Library Book Locker Unit at the Waxhaw Learning Center. PRIOR BOARD ACTIONS: None. BACKGROUND: The Town of Waxhaw worked with the Library to determine the most effective way to provide a library service at the Waxhaw Learning Center, the former location of the Waxhaw Library. A smart book locker was selected as the preferred option due to its ease of use and cost-effective model that requires no County funding for materials or equipment. At the request of the Town of Waxhaw, and in collaboration with Union County Library, a new book locker will be installed at the Waxhaw Learning Center, located at 509 S. Providence Street, to expand convenient access to library materials for residents in the surrounding community. The smart locker system allows patrons to pick up and return holds through a secure, self-service process with 24/7 access to reserved items. Holds placed through the library catalog are delivered to secure compartments by the library’s courier, and patrons are notified when items are ready. Using a Union County library card, patrons access their assigned compartment, and items are automatically checked out upon retrieval. This model extends library access beyond regular hours while maintaining secure and efficient service. The Town of Waxhaw will fund the purchase of the unit using a donation from the Library Association of Waxhaw (L.A.W.), oversee its installation, and cover ongoing subscription and maintenance costs. Union County Library will partner in delivering the materials and maintaining the locker as part of its services until the locker reaches its end of life. FINANCIAL IMPACT: None. 2026 Union County Jail Bond Referendum26-266 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: 1) Adopt Resolution of the Board of Commissioners of the County of Union, North Carolina directing the Publication of Notice of Intention to Page 8 of 17 9 Board of Commissioners Meeting Agenda May 18, 2026 apply to the Local Government Commission for approval of $200,000,000 General Obligation Jail Bonds and 2) Adopt resolution making Certain statements of facts concerning the proposed jail bond issue and authorizing the application to the Local Government Commission for $200,000,000 of general obligation jail bonds. PRIOR BOARD ACTIONS: April 20, 2026, Regular Meeting, Agenda Item 26-212 - The Board authorized staff to move forward with the necessary steps for a 2026 Bond Referendum to fund a new jail facility in the amount of $200,000,000. BACKGROUND: General Obligations Bonds (GO) are widely considered the lowest-interest, most cost-effective financing mechanism for long-term capital projects in North Carolina due to the pledge of the local government's full faith, credit, and taxing power. For North Carolina counties, which are legally required to provide secure, safe, and sanitary inmate housing, financing a jail through a GO bond ensures that the borrowing costs are minimized for the taxpayers, as these bonds typically secure better credit ratings than other debt options. The GO bond process is more rigorous than other financing options (requiring a public vote), however the interest savings from a GO bond make it the preferred tool for construction of a new jail. The Resolution directing publication of notice of intent to apply to the Local Government Commission (LGC) authorizes the Clerk to the Board to publish in the Enquirer Journal the Notice of Intention to Apply to the LGC for approval of Union County Jail Bonds to be placed on the November 2026 election ballot. The Resolution making certain statements of facts concerning the proposed jail bond issue and authorizing the application to the Local Government Commission presents certain findings of facts regarding the proposed bond issuance, financing, increase in taxes, marketing of bonds, estimated interest and authorizes the Finance Director to file with the LGC an application for approval of General Obligation Jail Bonds as described in the resolution. FINANCIAL IMPACT: The estimated cumulative cost over the life of the bond, using the highest interest rate of 5.344% charged for similar debt over the last twenty years is estimated at $312,224,000. The estimated maximum annual debt service payment is $20,688,000 beginning in FY 2028 and commencing in FY 2047. The annual estimated amount of property tax liability increases for each $100,000 of property tax value to service the cumulative cost over the life of the bond is estimated at $31.10. The annual estimated amount of property tax liability increases for each $400,000 of property tax value to service the cumulative cost over the life Page 9 of 17 10 Board of Commissioners Meeting Agenda May 18, 2026 of the bond is estimated at $124.40 (based on 3.11¢ increase in the ad valorem property tax rate). These estimates are based on the legislative requirements of NC Session Law 2022-53 for bond referendums. Bid Award and Contract - Union County Sheriff’s Office Fueling Station 26-267 INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director Design and Construction, 704-420-2626 ACTION REQUESTED: 1) Accept the low bidder, 2) authorize award of the contract to Rushing Contracting Group, Inc., in the amount of $391,067.20, 3) authorize the County Manager to i) negotiate and execute an agreement substantially consistent with this Agenda item and ii) terminate the agreement if deemed in the best interest of the County, each in the County Manager’s discretion, and 4) adopt Resolution Providing Notice of Construction of the Union County Sheriff’s Office Fueling Station. PRIOR BOARD ACTIONS: 1) January 06, 2025, Regular Meeting, Agenda Item 25-001 Bid Award and Contract Union County Sheriff’s Office Fueling Station, adopted CPO#367B and CPO#368A 2) June 02, 2025, Regular Meeting, Agenda Item 25-330 Rescinded Bid Award and Contract Union County Sheriff’s Office Fueling Station BACKGROUND: This contract is to construct a new fueling station located at the rear of the Union County Sheriff’s Office Administration building. This project was identified as a “Critical Infrastructure” project with a goal to provide an independent fuel supply for UCSO vehicles. The need was identified for this independent fuel supply during several disaster events that limited fuel supplies in the region and significantly impacted local gas stations which have served as the regular fuel supply for UCSO vehicles. The project scope of work includes providing a 12,000-gallon fuel tank, dispensing system, and associated equipment. A three-sided enclosure will be constructed to conceal the fuel tank and provide enhanced security. The fuel management system will integrate with Union County’s existing fuel management system. Other accessory work includes replacing a section of asphalt with concrete, installing speed bumps to assist spill containment and traffic calming, and installing a security camera for area surveillance. On February 13, 2026, the Procurement Department partnered with Facilities Management to issue an Invitation for Bid IFB 2026-020 Union County Sheriff’s Office Fuel Station. On March 31, 2026, five (5) responsive bids for the title project were received and processed. All bids were tabulated, reviewed, and certified by Labella Associates, PC. The bids ranged from $391,067.20 to $716,304.06. Staff recommend that the Page 10 of 17 11 Board of Commissioners Meeting Agenda May 18, 2026 project be awarded to the lowest responsive, responsible bidder, Rushing Contracting Group, Inc., Inc. in the amount of $391,067.20. FINANCIAL IMPACT: Funding is available within the adopted UC Fueling Stations capital account 40080210 to support the construction contract amount of $391,067.20. Tax Bill Correction Report for April 202626-269 INFORMATION CONTACT: Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624 ACTION REQUESTED: Approve Tax Bill Correction Reports for April 2026. PRIOR BOARD ACTIONS: None. BACKGROUND: In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County Commissioners is authorized to make and approve certain changes to property tax records. Approval of such changes may result in either a release, refund, or discovery of ad valorem taxes. The attached report provides detailed information on all tax bills that were modified. Included in the report for each correction is the parcel number or property key, owner name, reason for the change, original value, original tax, corrected value, corrected tax, and refund, if applicable. FINANCIAL IMPACT: April Refund amount = $5,399.17 Interlocal Agreement - Stallings District S26-276 INFORMATION CONTACT: Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with the agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Tax Administration serves as the tax collector for the Town of Stallings pursuant to an interlocal agreement executed in 2015 and amended in 2022. District S located within the Town of Stalling was authorized by SL 2023-144 for the purpose of levying and collecting occupancy tax from lodging establishments located within the district. The District S governing board has requested Union County Tax Administration to function as the tax collector for occupancy taxes. Page 11 of 17 12 Board of Commissioners Meeting Agenda May 18, 2026 FINANCIAL IMPACT: Union County will receive 1.25% of revenue collected pursuant to the agreement. Minutes for Approval26-241 INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Approve minutes PRIOR BOARD ACTIONS: None BACKGROUND: The draft minutes have been emailed to the Commissioners for review. FINANCIAL IMPACT: None Information Only Union County Public Schools Annual Financial Comprehensive Report Fiscal Year 2025 26-265 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Public Schools has completed their ACFR for FY 2025 and has provided a copy based on Section XXIII of the Annual Adopted Budget Ordinance. FINANCIAL IMPACT: None. Communications Monthly Report - April 202626-272 INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This report provides valuable metrics and insights into communication platforms and our efforts to collaborate with all County departments to inform and engage residents, promote programs and services, and strengthen internal and external communications. Page 12 of 17 13 Board of Commissioners Meeting Agenda May 18, 2026 FINANCIAL IMPACT: None. Wastewater Treatment Capacity - Monthly Update26-290 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 April 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 69.5% ·Percent of Actual + Permitted Flows = 88.2% ·Actual Flows (MGD)= 5.212 ·Actual + Permitted Obligated Flows (MGD)= 6.612 Crooked Creek ·Percent of Actual Flows = 63.8% ·Percent of Actual + Permitted Flows = 91.4% ·Actual Flows (MGD)= 1.212 ·Actual + Permitted Obligated Flows (MGD)= 1.736 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 = 38.0% ·Percent of Actual + Permitted Flows = 38.0% ·Actual Flows (MGD)= 0.019 ·Actual + Permitted Obligated Flows (MGD)= 0.019 Grassy Branch ·Percent of Actual Flows = 76.0% ·Percent of Actual + Permitted Flows = 78.0% Page 13 of 17 14 Board of Commissioners Meeting Agenda May 18, 2026 ·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 April 2026 are summarized in the attached tables. FINANCIAL IMPACT: None Business America 250 Update26-268 INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: Receive information on America 250 related events and programs in Union County. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County is proud to celebrate the 250th anniversary of the signing of the Declaration of Independence on July 4, 2026, a defining moment in our nation’s history. This upcoming milestone provides an opportunity to reflect on our country’s founding principles and honor the progress and resilience of our community. This presentation includes an overview of various events, programs, and special projects related to America 250. Information continues to be shared across various platforms, with our website being our central location for sharing America 250 information: http://unioncountync.gov/america250 FINANCIAL IMPACT: None. Drought Update - Stage 226-284 INFORMATION CONTACT: Aubrey Lofton, Union County Water, Director - Planning & Resource Management, 704-296-4241 ACTION REQUESTED: None. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water is moving to Stage 2 Drought Restrictions on May 15. Staff will update the Board about the latest drought conditions, what customers can expect with the new restrictions, as well as resources to Page 14 of 17 15 Board of Commissioners Meeting Agenda May 18, 2026 get additional information. FINANCIAL IMPACT: None. Marshville Bypass Tolling Proposal26-188 INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: 1) January 19, 2021, Regular Meeting, Agenda Item # 21 - Requesting tolling study and submittal for evaluation in 2050 Metropolitan Transportation Plan 2) February 3, 2025, Regular Meeting, Agenda Item # 25-044 - Submittal for evaluation in 2055 Metropolitan Transportation Plan BACKGROUND: The Marshville Bypass is a proposed four-lane median divided highway that would effectively extend the Monroe Expressway System by 5.1 miles from the current eastern terminus of the Monroe Expressway with a new location bypass south of Marshville, although the specific route would be determined through a full design process once funded. The project would have one intermediate interchange with Landsford Road south of Hasty Road and re-connect with U.S. 74 between Stegall Road and Gaddy Road. The bypass has been submitted for funding through the two most recent Charlotte Regional Transportation Planning Organization (CRTPO) Metropolitan Transportation Plans (MTP), with it not scoring high enough for inclusion. In 2021 Union County and Marshville passed resolutions asking it to be studied as a possible tolled project. The NCDOT and NC Turnpike completed its work in January 2026, with the conclusion that by considering the bypass a part of the Monroe Expressway and extending the tolling on the bypass and Expressway for approximately 16 years, approximately ¾ of the estimated $287 million cost could be paid for by tolls. The remaining cost would need to be funded through the traditional Statewide Transportation Improvement Program (STIP) process. The Town of Marshville evaluated this proposal at its May 4 meeting. FINANCIAL IMPACT: None. 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 Page 15 of 17 16 Board of Commissioners Meeting Agenda May 18, 2026 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 4. Centralina Workforce Development Board 5. Consolidated Human Services Board FINANCIAL IMPACT: None Reappointments to the Consolidated Human Services Board (CHSB)26-291 INFORMATION CONTACT: Janet Payne, Human Services Agency, Executive Director, 704-296-4348 ACTION REQUESTED: Consider reappointments of members to the CHSB from applications received. 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. Ten positions are filled and there are 9 vacancies including: ·Consumer of Human Services (4) ·Dentist (1) ·Other Person (1) ·Pharmacist (1) ·Physician-Psychiatrist (1) ·Registered Nurse (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/boards- committees> At its March 9, 2026 meeting, the CHSB reviewed applications and voted unanimously to recommend that the Board of County Commissioners reappoint the following people to the CHSB: ·Ms. Amy Dickey is eligible for reappointment to fill the “Consumer of Human Services” position. Page 16 of 17 17 Board of Commissioners Meeting Agenda May 18, 2026 Ms. Dickey is currently serving as the 2026 CHSB Chair. ·Ms. Brandi Smith is eligible for reappointment to fill the “Other Person” position. Ms. Smith is currently serving as the 2026 CHSB Vice-Chair. Copies of the recommended applications are included for the BoCC’s review and consideration. FINANCIAL IMPACT: Up to $200 per year per CHSB member (@$20 meeting x 10 meetings a year) County Manager's Comments Commissioners' Comments Adjournment Page 17 of 17 18 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-287 Agenda Date:5/18/2026 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 5/8/2026Page 1 of 1 powered by Legistar™19 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-270 Agenda Date:5/18/2026 TITLE:..title Public Hearing - Rezoning Petition CZ-2026-001 Marcham INFORMATION CONTACT: John Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605 ACTION REQUESTED: Conduct public hearing for proposed rezoning. PRIOR BOARD ACTION: None. BACKGROUND: This case is requesting to rezone one parcel totaling 5 acres appearing on the tax map as tax parcel 09-414-109A along NC 75 from RA-40 to Light Industrial (LI) CZ with Amended Conditions in order to develop a landscaping supply business and limited construction equipment storage. The rezoning will include the following conditions: 1)Limited to approved site plan dated April 7, 2026 2)Uses limited to landscaping supply business and construction equipment storage 3)Five-year vesting of development rights 4)Development will meet all requirements of the Union County Unified Development Ordinance on the date of approval 5)Access may be restricted to right in right out in the future, at the discretion of the NCDOT, based on safety issues that may be created by this site A community meeting was required and was held on March 30, 2026. A total of six residents attended the meeting and asked questions about fencing, lighting, traffic and stormwater impacts. No changes were made to the site plan as a result of the meeting. The Land Use Board evaluated this proposal at its April 21 meeting and recommended approval on a 5-0 vote, citing consistency with the land use map. If the Board of Commissioners wishes to make a decision on the rezoning petition, it can consider the following motions. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion Union County, NC Printed on 5/4/2026Page 1 of 2 powered by Legistar™20 File #:26-270 Agenda Date:5/18/2026 (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2026-001; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Union County, NC Printed on 5/4/2026Page 2 of 2 powered by Legistar™21 22 23 1 Planning Department 500 North Main Street, Suite 70 Monroe, NC 28112 T 704.283.3565 unioncountync.gov Rezoning Request CZ-2026-001 Marcham This case is requesting to rezone one parcel totaling 5 acres appearing on the tax map as tax parcel 09-414-109A along NC 75 from RA-40 to Light Industrial (LI) CZ with Amended Conditions in order to develop a landscaping supply business and limited construction equipment storage. The rezoning will include the following conditions: 1) Limited to approved site plan dated March 6, 2026 2) Uses limited to landscaping supply business and construction equipment storage 3) Five-year vesting of development rights 4) Development will meet all requirements of the Union County Unified Development Ordinance on the date of approval 5) Access may be restricted to right in right out in the future, at the discretion of the NCDOT, based on safety issues that may be created by this site 24 2 Contact Information 1. Staff: John Wear, Senior Planner, 704-283-3605, john.wear@unioncountync.gov 2. Owner: Marcham Family Living Trust, 2904 McNeely Farms Drive, Waxhaw, NC 28173 3. Applicant: Thomas Marcham, 2904 McNeely Farms Drive, Waxhaw, NC 28173 Property Information Located on the south side of NC 75 west of Rocky River Road. Location more specifically described as tax parcel 09-414-109A. North of Site Site East of Site West of Site 25 3 Municipal Proximity The site is approximately 2/3 of a mile east of Mineral Springs. Existing Land Use and Development Status The parcel is currently zoned RA-40 and is partially cleared. A single-family home was removed approximately six years ago. 26 4 Environmental Features There is a stream on the northern edge of the site that is incorporated into the stormwater pond. There are no other environmental features. 27 5 Utilities Public water is available to the site. The site will use septic service and an area is shown on the site plan. Zoning and Land Use History The parcel site has been zoned RA-40 since zoning was instituted. There have been three proposed residential rezonings for higher density development within a half mile of the site since 2019. All three were denied. Three commercial or industrial rezonings were approved at the intersection of Rocky River and NC 75 between 1977 and 2013. Several special use permits have been approved at the intersection of Rocky River and NC 75 for a telecommunications tower, two daycares and for the Union County Humane Society facility. Schools Because this rezoning request is commercial in nature, UCPS was not consulted for comments. 28 6 Transportation This parcel is on NC 75, which is a NCDOT-maintained facility. NC 75 carries approximately 7,800 vehicles per day. The proposed use would have a low traffic impact but would have a high percentage of trucks and vehicles with trailers. Because of these concerns, the access from the site is limited to right outs, with these vehicles wanting to travel west to use the roundabout at Rocky River Road. There are no funded road improvement projects in the immediate vicinity of the rezoning. A Traffic Impact Analysis was not required for this rezoning. 29 7 Union County Comprehensive Plan The Union County 2050 comprehensive plan identifies this area as a Rural Residential area with an Employment Corridor Overlay. The uses proposed under Light Industrial zoning require a special use permit, which can be incorporated into the rezoning. The applicant has stated in their application, submitted documentation or staff have concluded through a site plan review that it meets the five findings of fact necessary for a special use permit: 1. The proposed use and development comply with all regulations and standards generally applicable within the zoning district and specifically applicable to the particular type of special use. 2. The proposed development will not materially endanger the public health or safety. 3. The proposed development will not substantially injure the value of abutting property, or is a public necessity. 4. The proposed development will be in harmony with the area in which it is located. 5. The proposed development will be in general conformity with the comprehensive plan. 30 8 Public and Municipal Comments Public Comments A community meeting was required and was held on March 30, 2026. A total of six residents attended the meeting and asked questions about fencing, lighting, traffic and stormwater impacts. No changes were made to the site plan as a result of the meeting. Municipal Comments Mineral Springs was contacted and responded that they did not have any issues with the proposed rezoning. Recommendations Land Use Board The Land Use Board evaluated this rezoning request at its April 21, 2026, meeting. The Board recommended approval on a 5-0 vote, citing consistency with the land use map. Planning Department This part of Union County is identified as an Employment Corridor overlaid on rural residential and agricultural land uses. The proposed use is allowed in Light Industrial with a Special Use Permit, which the applicant had stated they meet the conditions for such a permit, and Light Industrial is an appropriate zoning designation in an Employment Corridor. The proposed traffic impacts are moderate and have been mitigated in the site plan and this use will provide options to residents in the area and increase business opportunities in Union County. The proposed use is therefore considered appropriate for the area. Because of these aspects of the development, staff recommend approval of this rezoning application. 31 646645646647648649651652653654655 654653652651 650649647646647649650651652653654656 647647646648649650651652646647645642643644643644645646647648653652651654655 64464564680'60' 24'9'19' 24' 12'40'12'30'50'100'22'9'19'7'7' 19'9'24'22'100'R=60.00'R=60.00'31.81'LANDSCAPE MATERIAL BAYS20 @ 14'X20' (TYP)GRAVELSURFACE (TYP)LANDSCAPEMATERIALSTOCKPILE AREASTORM WATERMANAGEMENT(SCM)AREA FOR SEPTICFIELDS, ANDREPAIR AREALANDSCAPE MULCH BAYS4 @ 30'X20' (TYP)BUILDINGTRUCK PARKING BAYS6 PARKIN G 10 PARK I N G 8 PARKING6 PARKINGGATED ENTRANCE5' SIDEWALK5' SIDEWALK (TYP)S2 LANDSCAPINGSCREENING (TYP)S2 LANDSCAPINGSCREENING (TYP)35'10'R=72.00'R=20.00'50'PROPOSED NCDOT R/W LINEEXISTING NCDOT R/W LINE30'PROPOSED NCDOT R/W LINE50' 50'20'20'DUMPSTER/TRASH LOCATIONW/CONCRETE ROLL-OFFTREE SAVE AREA. UTILIZEEXISTING TREE COVER (TYP)TREE SAVE AREA. UTILIZEEXISTING TREE COVER (TYP)TREE SAVE AREA. UTILIZEEXISTING TREE COVER (TYP)2,000 SFOFFICEBUILDING1,500 SFSTORAGE/RETAIL1,500 SFEQUIP.MAINT.4,800 SFSTORAGE/RETAILGRAVELSURFACE (TYP)ASPHALT SURFACE(SHADED TYP)DISEL FUEL STORAGEAND DISPENSING (2)1000 GAL TANKS. CRASHPROTECTION AND PORTABLEFIRE EXTINGUISHERS WILLBE PROVIDED75.88'55.72'ALTERNATIVE FUELSTORAGE LOCATIONBOLLARDS (TYP)01 INCH = 40 FEET8020 40CONCEPT PLAN FOR REZONING APPLICATIONC-100DESIGNEDSHEET NUMBERPROJECT #CHECKEDDRAWN DATE#DESCRIPTIONBYFile: Z:\Shared\Projects\Stone Pro\Mineral Springs\Civil\DWG\01_Base\Sketch Plan\Stone Pro.dwg, Tab: Sketch PlanPlot Stamp: 4/7/2026 4:56:10 PM - F.Cantrell039811SEALP250145DCFCFCSTONE PRO MATERIAL SALESSTONE PRO GRADING, LLCMINERAL SPRINGS, UNION COUNTY, NORTH CAROLINANORTH CAROLINA COLP-1888April 7, 2026POBEngineeringCharlotte, NC 28278704-564-3824Frank.Cantrell@pobengineering.com16439 Bastille Dr.SAFETY IS IN YOUR HANDS.EVERY DIG. EVERY TIMECONCEPT PLANNOT FOR CONSTRUCTIONDEVELOPMENT SUMMARYOWNER:MARCHAM FAMILY LIVING TRUSTDEVELOPER INFO:STONE PRO GRADING, LLCCONTACT:THOMAS MARCHAMEMAIL:tmarcham@penskeautomotive.comPHONE847-302-8577ENGINEERPOB ENGINEERING, PLLCFRANK CANTRELL, 704-564-3824frank.cantrell@pobengineering.comSITE ADDRESS:4521 WAXHAW HWYGROSS SITE AREA:5.02±DISTURBED AREA:3.4±PARCEL No.:09414019ADEED BOOK / PAGE9208/0836EXISTING ZONING:RA-40EXISTING USE:VACANTPROPOSED ZONINGLI CZPROPOSED USE:LANDSCAPE SUPPLIESPROPOSED HI ZONINGBUILDING SETBACKS REQUIREDFRONT 50'SIDE20'REAR50'MAX. BUILDING HEIGHT 100'PROPOSED STREETS: / PRIVATE DRIVESAS SHOWN ON PLANPARKING REQUIREMENTS REQUIREDPROVIDEDOFFICE - 1 SPACE PER 300 SF2,000 SF/300 SF7STORAGE/RETAIL - SPACE PER 400 SF6,300 SF / 400 SF16VEHICLE REPAIR AND MAINTENANCE 2 SP PER BAY 4TOTAL PARKING 27 30VICINITY MAPNOT TO SCALEWAXHAW HWY 75OLD WAXHAW-MONROE RDS. ROCKY RIVER RDCLARENCE SECREST RDJOHN BAKER RDSITES2 LANDSCAPE AREATREE SAVE AREA, EXISTINGTREES TO BE UTILIZEDASPHALT PAVINGGRAVEL AREASGENERAL NOTES / CONDITIONS OF APPROVAL:1. LIMITED TO APPROVED SITE PLAN DATED APRIL 7, 20262. USES LIMITED TO LANDSCAPING SUPPLY BUSINESS AND SITE WORKCONSTRUCTION EQUIPMENT STORAGE.3. OUTDOOR RETAIL STORAGE WILL BE UTILIZED.4. PARKING IS PROVIDED FOR TRUCKS AND EQUIPMENT AS SHOWN.5. DIESEL FUEL STORAGE AND DISPENSING TANKS PROVIDED AS SHOWNON PLAN.6. THERE WILL BE NO CRUSHING, GRINDING, PULVERIZING OFMATERIALS ON SITE. SUPPLYING FINISHED PRODUCTS ONLY.7. OUTDOOR LIGHTING WILL BE PROVIDED ON SITE AND WILL CONFORMTO UNION COUNTY STANDARDS. LOCATION AND TYPES OF LIGHTSWILL BE PROVIDED WITH THE CONSTRUCTION DOCUMENTSUBMITTALS.8. 50' RIGHT OF WAY DEDICATION TO NCDOT WILL BE PROVIDED, ASMEASURED FROM THE CENTERLINE OF THE ROAD ALONG THEFRONTAGE FOR THIS SITE. PER DISCUSSIONS WITH NCDOT, ACCESSFROM NC 75 IS RIGHT IN AND RIGHT OUT TRAVELING EASTBOUND.WESTBOUND TRAFFIC WILL BE ALLOWED TO ACCESS SITE BY A LEFTTURN.9. SEWER SERVICE SHALL BE BY SEPTIC SYSTEMS. THE APPROXIMATEAREA FOR THE PROPOSED SEPTIC FIELD IS SHOWN ON THIS PLAN.10. WATER SERVICE SHALL BE PUBLIC WATER. CONNECTION WILL BE ATTHE FRONTAGE ROW OF WAXHAW HIGHWAY.11. THIS PLAN SHALL FULLY COMPLY WITH ALL PROVISIONS OF THEUNION COUNTY DEVELOPMENT ORDINANCE.12. FIVE-YEAR VESTING OF DEVELOPMENT RIGHTS WILL BE ISSUED. 32 THE DUGGAN LAW FIRM PO Box 481 Christopher M. Duggan Esq. Licensed in North Carolina and New York Monroe, NC 28111 Telephone (704) 776-9610 cduggan@dugganlegal.com April 6, 2026 Via Email bjorn.hansen@unioncountync.gov Bjorn Hansen Union County Planning Department 500 N. Main Street Monroe, NC 28112 Re: Stone Pro Materials 4521 Waxhaw Highway Parcel ID: 09414019A Dear Mr. Hansen As you know a community meeting was held on March 30, 2026 at 6:00pm at the Mineral Springs Voluntary Fire department for the zoning change at the above referenced property from residential to light industrial. I am attaching a copy of the sign-up sheet for the meeting wherein six (6) residents appeared for the meeting. Also in attendance was Bjorn Hansen and John Wehr from Union County, the undersigned, the applicant representatives Tom Marcham and Stone Marcham, and Frank Cantrell, the engineer on the project. The meeting was opened by the undersigned to provide a summary of the zoning change request and the intended use at the property. Mr. Tom Marcham addressed the residents to discuss the intended use of the property. Mr. Marcham advised the residents that the intended use was for landscaping supply material such as mulch, stone and black dirt bulk and retail sales. In addition, the applicant intends to have space available for the storage of landscaping equipment. The applicant advised the residents that the use did not contemplate any grinding or general dumping of material, other than material delivery. This representation was welcomed news to the residents as there was a concern that there would be grinding of material on the property. A question was raised as to why the applicant did not purchase a property already zoned light industrial. The applicant advised that there was not property that would fit the desired use but that the subject property was in the anticipated employment corridor of the County Land Use Plan. One resident inquired as to whether the property would be fenced along the parameter of the property. The applicant advised that, along with the required S2 screening that will be along the property, the property would indeed be fenced along the parameter. Questions were also raised regarding dust generated from the property. The applicant advised that the retail and parking area would be paved and the area where the bulk material will be stored will have stone surface but that they will have a water truck present to make sure that the amount of dust generated from the machines would be limited. There was also a concern raised about hours of operation and lighting. The applicant advised that the intended hours of operation would be Monday-Friday 7:30am to 5:00pm and Saturday from 7:30am to 1:00pm or potentially open later based upon market conditions. Sunday open to public based upon market conditions. In all cases 5:00pm will be the latest time to be open. Regarding the lighting, there would be some security lights on the property/building that would be down 33 34 35 From:Marcham,Tom To:Bjorn Hansen Cc:Frank Cantrell; cduggan dugganlegal.com Subject:Stone Pro Material sales/4521 Waxhaw Hwy, Date:Friday, April 3, 2026 3:03:18 PM WARNING: This email originated from outside of Union County Government, be cautiouswhen clicking on links or opening attachments. Bjorn, We understand if we are approved for the requested zoning change to Light Industrial zoning at our property located at 4521 Waxhaw Hwy , Monroe NC we would have a 2 Yearvesting period to start our project, however we are asking to have this extended to a 5-year vesting period . Thanks for your consideration, we look forward to working with you.. Thomas MarchamGeneral Manager Mercedes Benz of South Charlotte704-889-4444 Tmarcham@penskeautomotive.com Penske Automotive Group and its subsidiaries will never sell, rent or share your email address in violation of applicable laws. To Opt-Outof future communications click https://optout.penskeautomotive.com and complete the onscreen form. Alternatively, you may send yourwritten request to: Penske Automotive GroupE-Commerce Department2555 Telegraph Road, Bloomfield Hills, MI 48302. This email and any files transmitted with it are confidential and intended solely for use of the individual or entity to whom they areaddressed. Please delete all copies if you are not the intended recipient. 36 Impact Study 4521 Waxhaw Highway Parcel ID: 09414019A Monroe, North Carolina As of February 9, 2026 Prepared For Chris Duggan The Duggan Law Firm, PC 101 S. Main Street Monroe, NC 28112 Prepared by MORRISON APPRAISAL, INC Andrew Morrison, MAI, CCIM, North Carolina Certified General-A7253 37 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 2 March 25, 2026 Christopher Duggan, Esq. The Duggan Law Firm, PC 101 S. Main Street Monroe, NC 28112 Re: Impact Study 4521 Waxhaw Highway Parcel ID: 09414019A Monroe, North Carolina Dear Mr. Duggan: At your request, I have completed an impact study concerning the proposed conditional rezoning of the above-referenced property, which includes a request to rezone the property from RA-40 (Residential Agricultural) to Light Industrial, along with a Special Use Permit to allow for outdoor storage. This analysis was conducted to assist in evaluating whether the proposed rezoning is expected to substantially injure the value of abutting properties. The subject property consists of approximately 5.00 acres located along Waxhaw Highway in Union County, North Carolina. The property is currently vacant and situated within a predominantly rural area characterized by a mix of residential, agricultural, and infrastructure-related land uses. The scope of this assignment included an analysis of market data, comparable property conditions, and case studies involving residential properties located in proximity to light industrial and contractor-oriented uses. The purpose of this analysis was to determine whether the proposed use would be expected to result in a measurable and material reduction in the value or marketability of surrounding residential properties. 38 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 3 Based on the analysis contained within the accompanying report, it is my opinion that the proposed rezoning and associated site plan are not expected to result in a measurable or consistent reduction in the value of surrounding properties. Accordingly, the available market evidence does not support a conclusion that the proposed use would substantially injure the value of abutting properties. This analysis has been prepared in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP) and is subject to the assumptions and limiting conditions contained within the report. Thank you for the opportunity to be of service. Please feel free to contact me with any questions or if additional analysis is required. Andrew G. Morrison, MAI, CCIM 39 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 4 Subject Property – 4521 Waxhaw Highway All photographs were taken at the time of inspection and are representative of site conditions. Site Frontage along Waxhaw Highway Highway View – Westbound Direction Interior of Site – North View Rear of Site – South View View from Rear Toward Waxhaw Highway Adjoining Property – West Boundary 40 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 5 IMPORTANT FACTS AND CONCLUSIONS Property Location 4521 Waxhaw Highway, Union County, NC Parcel ID 09414019A Property Owner Marcham Family Living Trust Study Requested By Christopher Duggan, Esq., The Duggan Law Firm, PC Intended Use To assist the client in evaluating the potential impact of a proposed rezoning on surrounding properties Intended User Christopher Duggan and associated parties involved in the rezoning process Date of Study March 9, 2026 Property Rights Considered Fee Simple Current Zoning RA-40 (Residential Agricultural) Proposed Zoning Light Industrial (Conditional Rezoning) with Special Use Permit for outdoor storage Site Area Approximately 5.00 acres Current Use Vacant land Proposed Use Light industrial use with associated outdoor storage, as depicted in the submitted site plan Scope of Analysis Analysis of market data, comparable property conditions, and case studies to evaluate whether the proposed use is expected to result in a measurable and material impact on surrounding property values Extraordinary Assumptions The proposed development will be constructed in substantial accordance with the submitted site plan Hypothetical Conditions None Conclusion Based on observed market behavior and analysis of comparable conditions, the proposed rezoning and associated use are not expected to result in a measurable or consistent reduction in the value or marketability of surrounding properties, and therefore are not expected to substantially injure the value of abutting properties 41 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 6 PURPOSE AND SCOPE OF WORK Purpose of the Study The purpose of this analysis is to evaluate whether the proposed conditional rezoning of the subject property, including a Light Industrial classification and associated Special Use Permit for outdoor storage, is likely to result in a measurable and material reduction in the value or marketability of surrounding residential properties. This study is specifically intended to assist the client in determining whether the proposed use would be expected to “substantially injure” the value of abutting properties, as required in the rezoning review process. Intended Use and Intended User The intended use of this report is to provide market-based analysis and support for consideration in the rezoning process. The intended user of this report is Christopher Duggan, Esq., and associated parties involved in the evaluation of the proposed rezoning. No other use or user is intended or authorized. Scope of Work The scope of work for this assignment included the collection, analysis, and interpretation of market data relevant to residential properties located in proximity to light industrial, contractor-oriented, or similar non-residential uses. The analysis included a review of comparable market conditions, transaction data, and case study examples in which residential properties are situated near similar uses. Key indicators considered include sale price, price relationships, and general marketability characteristics, including relative positioning within the market and exposure time. In addition, the subject property and surrounding area were analyzed with respect to land use patterns, site characteristics, and the proposed development layout, including buffering, access, and overall site design as depicted in the submitted site plan. This assignment does not include the development of an opinion of market value for the subject property or any surrounding properties. Rather, the analysis is limited to evaluating whether a measurable and consistent pattern of impact is evident in the marketplace. 42 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 7 Nature of the Assignment This study is an analysis of market behavior and is not intended to be an appraisal, appraisal review, or appraisal consulting assignment as defined by the Uniform Standards of Professional Appraisal Practice (USPAP). No opinion of market value is developed as part of this assignment. The conclusions presented herein are based on observed market data and are intended to reflect the behavior of typical market participants under similar conditions. Assumptions and Limiting Conditions This analysis assumes that the proposed development will be constructed in substantial accordance with the submitted site plan and applicable zoning conditions. The analysis is based on information available as of the date of this report and assumes that no significant changes in market conditions or regulatory requirements occur that would materially alter the conclusions PROPERTY DESCRIPTION AND SITE CONTEXT Property Description The subject property is located at 4521 Waxhaw Highway in Union County, North Carolina, and is identified as Parcel ID 09414019A. The site consists of approximately 5.00 acres and is currently vacant, with a prior residential improvement having been removed. The property is generally rectangular in shape and features frontage along Waxhaw Highway, a primary transportation corridor within the area. Based on site inspection and available mapping, the topography appears generally level to gently sloping and suitable for development. The site is primarily wooded, with natural vegetation providing existing screening along portions of the perimeter. Access to the property is proposed via Waxhaw Highway. According to the client’s conversations with NCDOT and minimal traffic impacts, NCDOT is not requiring a left turn lane into property. 43 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 8 Subject Property Summary Attribute Description Location 4521 Waxhaw Highway, Union County, NC Parcel ID 09414019A Site Area ±5.00 acres Current Use Vacant land Prior Use Residential (demolished) Current Zoning RA-40 (Residential Agricultural) Proposed Zoning Light Industrial (Conditional) Proposed Use Light industrial with outdoor storage Access Waxhaw Highway Topography Generally level to gently sloping Vegetation Primarily wooded with natural buffering Proposed Development The proposed development consists of a light industrial use with associated outdoor storage areas, subject to conditional rezoning and a Special Use Permit. Based on the conceptual site plan provided, the development is designed with a centrally located building footprint, surrounded by internal circulation and designated parking areas. Outdoor storage areas appear to be located within the interior of the site and are not positioned directly along the roadway frontage. The plan indicates the use of perimeter buffering, including landscaped and wooded areas, intended to provide visual screening from adjoining properties. The overall layout reflects an effort to internalize operational components and minimize external visibility. While the conceptual plan is preliminary in nature, it provides sufficient detail to evaluate the general layout, access, and relationship of the proposed use to surrounding properties. 44 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 9 Proposed Development Overview Feature Description Impact Relevance Building Location Centrally located on site Reduces edge impact Outdoor Storage Located within interior of site Limits visibility Buffering Perimeter landscaping and wooded areas Provides visual screening Access Design Controlled ingress/egress Minimizes traffic disruption Site Size 5.00 acres Allows separation from neighbors Site and Locational Characteristics The subject’s location along Waxhaw Highway provides both visibility and accessibility, which are characteristics commonly associated with a range of land uses beyond strictly residential development. The size of the parcel, combined with existing vegetation and the proposed buffering shown on the site plan, allows for separation between the proposed use and adjoining properties. This separation is an important consideration in evaluating potential external impacts. Overall, the subject property is not located within a densely developed residential subdivision, but rather within a broader rural setting where a variety of land uses coexist. 45 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 10 ZONING AND FUTURE LAND USE Current Zoning The subject property is currently zoned RA-40 (Residential Agricultural) by Union County. This zoning classification is intended to support low-density residential development and agricultural uses, generally characterized by large lot sizes and rural land use patterns. While certain limited non-residential uses may be permitted within this district, light industrial uses and outdoor storage are not permitted by right and require rezoning and/or special approval. As such, the proposed use cannot be developed under the current zoning designation. Proposed Zoning The proposed rezoning seeks to reclassify the subject property to a Light Industrial designation, along with a Special Use Permit to allow for outdoor storage. The proposed use consists of a light industrial operation with associated outdoor storage areas, as depicted in the submitted conceptual site plan. This type of use is more intensive than those permitted under the current RA-40 zoning and therefore requires discretionary approval through the rezoning process. Comprehensive Plan and Land Use Guidance Union County has adopted long-range planning documents, including the Union County 2050 Comprehensive Plan and the Rural Land Use Plan, which provide guidance on future land use patterns and development policies. The 2050 Comprehensive Plan identifies the importance of coordinating land use patterns with infrastructure and transportation corridors, noting that development along major roadways often reflects a broader range of uses and intensities . Additionally, the Rural Land Use Plan emphasizes the preservation of rural character while recognizing ongoing development pressures and the need for flexibility in land use decisions . These planning documents acknowledge that rural areas are subject to change over time, particularly along transportation corridors where access and visibility support a variety of land uses. 46 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 11 Land Use Context and Compatibility The subject property is located along Waxhaw Highway, a primary transportation corridor that introduces influences beyond purely residential use. As illustrated in the accompanying exhibits, the surrounding area is characterized by a mix of:  Low-density residential uses  Agricultural and vacant land  Existing infrastructure, including a railroad corridor This pattern is consistent with a transitional rural corridor environment, where a range of land uses may coexist. The Union County 2050 Plan specifically recognizes that land use maps provide general guidance and cannot fully capture site-specific conditions such as buffering, infrastructure, and design elements that influence compatibility . Accordingly, compatibility is evaluated not only based on zoning classifications, but also on site design, buffering, and observed market behavior. Zoning Summary Category Description Current Zoning RA-40 (Residential Agricultural) Permitted Uses Low-density residential and agricultural uses Proposed Zoning Light Industrial (Conditional) Proposed Use Light industrial with outdoor storage Rezoning Requirement Required to allow proposed use Planning Context Transitional rural corridor with mixed land use influences 47 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 12 ZONING MAP 48 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 13 SURROUNDING PROPERTIES 49 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 14 Parcel ID Location Current Use Land Use Comments 09414020 Adjacent East Single-Family Residence SFR Improved residential parcel with typical rural homesite characteristics 09414021 Northeast Single-Family Residence SFR Similar residential use with accessory structures observed 09414022 / 09414022A Northeast Cluster Single-Family Residences SFR Clustered residential development along Waxhaw Highway corridor 09414016 Southwest Single-Family Residence SFR Rural residential parcel with spacing consistent with area 09414015 South Single-Family Residence SFR Larger residential tract with lower density characteristics 09414025 South (Rear) Agricultural / Vacant AG Open land with no significant improvements observed 09411001 North (Across Hwy) Agricultural / Residential Mix AG / SFR Larger tract with residential improvements and open land areas — Across Waxhaw Hwy Railroad Corridor Infrastructure Established rail line representing existing non- residential influence — Waxhaw Highway Arterial Roadway Infrastructure Primary transportation corridor influencing surrounding land use patterns The subject property is located within a rural corridor characterized by a mix of residential, agricultural, and infrastructure-related land uses. Surrounding properties consist primarily of single-family residential dwellings situated on larger lots, interspersed with vacant and agricultural tracts. Development density is relatively low, with significant spacing between improvements. In addition to residential and agricultural uses, the surrounding area is influenced by existing infrastructure elements, including Waxhaw Highway and a railroad corridor located across the roadway from the subject. These features contribute to a broader land use pattern that is not exclusively residential in nature. 50 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 15 The presence of these elements, along with the size and configuration of surrounding parcels, reflects a transitional land use environment typical of rural areas experiencing gradual change along transportation corridors. Surrounding Properties and Area Characteristics Photographs illustrate surrounding land use patterns and nearby property characteristics. Adjacent Residential Property – East Adjacent Residential Property – Rear Nearby Properties along Waxhaw Highway View Across Waxhaw Highway Railroad Influence across Waxhaw Highway Wider Area Context View 51 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 16 Market Evidence and Case Study Analysis Impact Considerations Summary Factor Observation Market Impact Traffic Controlled access design Not expected to materially affect surrounding properties Noise Typical of light industrial use Consistent with corridor influences Visual Impact Buffering and internalized layout Limited visibility from adjacent properties Compatibility Mixed-use rural corridor Consistent with surrounding land use pattern Introduction An important component of evaluating potential impact is the analysis of actual market behavior in similar settings. Rather than relying on theoretical assumptions regarding buyer preferences, this analysis considers how residential properties have performed when located in proximity to light industrial, contractor-oriented, or similar non- residential uses. The following case studies were selected to evaluate whether measurable or consistent patterns of value diminution are observed in the marketplace. These case studies include both subdivision environments, where direct comparison between exposed and non- exposed properties is possible, and rural residential settings, where buyers evaluate properties across a broader competitive area. The analysis focuses on identifying whether proximity to such uses results in measurable price differences, extended marketing times, or other indicators of reduced marketability. The objective is not to determine whether preferences may exist, but whether those preferences are reflected in observable and consistent market outcomes. 52 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 17 Case Study 1 Harkey Creek Subdivision – Monroe, Union County, North Carolina Harkey Creek is a residential subdivision developed beginning in approximately 2020– 2021, consisting of both attached townhome product and detached single-family homes. Portions of the subdivision, particularly along Kristy Lynn Drive and Rowan Lane, are located in proximity to existing contractor-oriented and light industrial uses. The subdivision represents a transitional environment in which residential development interfaces with established non-residential uses. Within the subdivision, homes vary in degree of exposure, allowing for direct comparison between properties with differing proximity to these uses. Subset A – Kristy Lynn Drive (Townhomes) Sales Summary Category Count Avg $/SF Median $/SF Kristy Lynn Drive (All Sales) 28 $152.77 $152.55 Non-Kristy Lynn (Subdivision) 23 $143.98 $140.44 Paired Sales Comparison Unit Type Exposed Range $/SF Non-Exposed Range $/SF 1,773 SF $162 – $169 $149 – $155 1,915 SF $153 – $157 $145 – $152 Analysis Within Kristy Lynn Drive, homes with the greatest proximity to adjacent non-residential uses do not exhibit a consistent pricing disadvantage. Paired comparisons of similar unit types indicate that more exposed units frequently achieved pricing equal to or exceeding that of less-exposed units. While overall pricing differences between Kristy Lynn and other subdivision townhomes are influenced by timing of construction and market appreciation during 2021, direct comparisons within the same street do not demonstrate a consistent pattern of diminished value attributable to proximity. 53 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 18 Subset B – Rowan Lane (Single-Family) Sales Summary Metric Value Total Sales 22 Avg $/SF $161.04 Median $/SF $158.80 Range $125 – $210 Resale Indicators Address Year $/SF DOM 1304 Rowan Ln 2024 $182.24 18 1311 Rowan Ln 2025 $171.82 42 1356 Rowan Ln 2024 $181.09 107 Broader Subdivision Context Metric Value Total SFR Sales 105 Avg $/SF $181.79 Median $/SF $176.12 Analysis The Rowan Lane sales, including both initial construction and subsequent resales, do not exhibit a pattern of reduced pricing or inferior performance relative to other homes within the subdivision. Resale transactions occurring after full build-out, when buyers had complete awareness of surrounding land uses, achieved pricing levels consistent with or exceeding earlier sales. There is no observable clustering of lower sale prices for homes in closer proximity to adjacent uses, nor is there evidence of prolonged marketing periods or reduced buyer demand. When considered within the broader subdivision context, Rowan Lane properties are competitive within overall neighborhood pricing trends and do not occupy a distinct low-value segment. Conclusion – Case Study 1 Within the Harkey Creek subdivision, including both townhome and single-family product types, the market does not demonstrate a measurable or consistent reduction in value for properties located in proximity to adjacent light industrial or contractor-oriented uses. This conclusion is supported by both initial construction sales and subsequent resale activity, as well as direct comparison of more exposed and less exposed properties within the same subdivision. 54 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 19 Case Study 2 9414 Machado Drive – Indian Trail, Union County, North Carolina The subject property is located in a rural residential setting characterized by scattered single-family homes on one- to three-acre tracts across the Indian Trail, Fairview, and Unionville areas. In this market segment, buyers typically evaluate properties across a broader geographic area rather than within a single neighborhood. The subject is located within the Piedmont school district, which is generally competitive with nearby Sun Valley and Porter Ridge districts. One comparable is located in the Weddington school district, which is typically considered superior and often commands a pricing premium. Transaction Summary Metric Value Sale Price $650,000 Price per SF $281 Living Area 2,312 SF Site Size 1.40 Acres Year Built 1992 Days on Market 48 Competitive Sales Address Sale Price $/SF DOM 9414 Machado Dr $650,000 $281 48 4516 Stryker Dr $680,000 $295 3 3324 McLendon Rd $543,000 $254 40 825 Fisher Ridge Rd $425,000 $211 12 7702 Surry Ln $399,000 $199 4 Analysis The subject property achieved pricing toward the upper end of the competitive range and does not reflect a discounted position relative to comparable rural residential properties. The highest-priced comparable is located in the Weddington , which generally has higher home values; however, the subject’s pricing remains competitive within the dataset. 55 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 20 The marketing period is within a typical range for rural residential properties and does not indicate diminished buyer interest. The level of renovation and condition observed at the subject is consistent with market-supported investment and does not indicate a location that is functionally impaired or avoided by buyers. Conclusion – Case Study 2 The sale of 9414 Machado Drive does not demonstrate a measurable or consistent reduction in value attributable to its proximity to a contractor-oriented use. Within the broader rural residential market, the subject’s pricing and market performance are consistent with similar properties and do not indicate a systematic discount associated with such proximity. Observed Market Patterns Across both case studies, the analysis does not identify a consistent or measurable pattern of value diminution associated with proximity to light industrial or contractor-oriented uses. In a subdivision environment where direct comparison is possible, exposed and non-exposed properties perform similarly. In a broader rural market where buyers have multiple location options, properties in proximity to such uses remain competitive and do not exhibit pricing or marketability penalties. These findings indicate that while individual buyer preferences may vary, the market does not consistently translate those preferences into measurable differences in value. Summary Conclusion Based on the analysis of the case studies presented, the market does not demonstrate measurable or consistent evidence that proximity to light industrial or contractor-oriented uses results in a reduction in residential property values. The observed data does not support a pattern of diminished pricing or marketability attributable to such proximity. 56 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 21 Andrew (Andy) Morrison, MAI, CCIM 613 Euclid Street Monroe, NC 28110 NC Certified General #A7253 Member of the Appraisal Institute #497226 MAI Designated CCIM Designated Member EDUCATION BS Degree – Appalachian State University Political Science- Pre-Profession Legal Studies Business Minor- December 2004 APPRAISAL COURSES ATTENDED AND PASSED WITH EXAM R1 – Introduction to Real Estate Appraisal Mingle Institute, Charlotte, NC- February 2005 R2 – Valuation Principles and Procedures Mingle Institute, Charlotte, NC- April 2005 R3- Applied Residential Property Valuation Mingle Institute, Charlotte, NC- May 2005 USPAP- Mingle Institute, Charlotte, NC- June 2005 G1- Introduction to Income Property Appraisal Mingle Institute, Charlotte, NC- September 2005 G2- Advanced Income Capitalization Procedures Mingle Institute, Charlotte, NC- October 2005 G3- Applied Income Property Valuation Mingle Institute, Charlotte, NC- November 2005 Basic Income Capitalization The Appraisal Institute, Greensboro, NC- May 2007 USPAP Update- Mingle Institute, Charlotte, NC- May 2007 57 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 22 Business Practices and Ethics- The Appraisal Institute, Greensboro, NC- December 2007, Columbia, SC- May 2012 North Carolina General Certified Appraiser State Examination- Passed December 2007 Report Writing and Valuation Analysis- The Appraisal Institute, Greensboro, NC- July 2008 Advanced Income Capitalization- The Appraisal Institute, Greensboro, NC- June 2009 USPAP Update- Mingle Institute, Charlotte, NC- July 2009 Market Analysis and Highest and Best Use- The Appraisal Institute, Greensboro, NC- July 2009 Advanced Sales Comparison and Cost Approaches The Appraisal Institute, Greensboro, NC- June 2010 Advanced Applications The Appraisal Institute, Greensboro, NC- February 2011 Appraisal Institute Comprehensive Examination for the MAI Designation Passed November 2011 USPAP Update- Erick Little & Company, Charlotte, NC- April 2012, April 2014 SEMINARS Residential Development- Valuation Trends, Issues, and Challenges Online- October 2009 Using Spreadsheet Programs in Real Estate Appraisals The Appraisal Institute, Greensboro, NC- February 2010 The Appraiser and the Site To Do Business: Location, Timing and Demographics Online-August 2010 Understanding and Using Investor Surveys Effectively Online- January 2011 Perspectives from Commercial Review Appraisers Online- July 2011 58 613 Euclid Street · Monroe, NC 704-283-2286 office · 704-283-8989 fax morrisonappraisal@carolina.rr.com 4521 Waxhaw Hwy Monroe, NC 23 The Green Guide to Appraising McKissock- May 2013 Deriving and Supporting Adjustments McKissock- May 2013 Evaluation Appraisal Seminar The NC Chapter of the Appraisal Institute, Oct 2014 Rural Land Valuation The Appraisal Institute- January 2017 Supervisor/Trainee Course CPCC- Harris Campus- April 2017 CCIM- CI101: Financial Analysis for Commercial Real Estate Charlotte, NC- February 2018 CCIM- CI104: Investment Analysis for Commercial Real Estate Charlotte, NC - March 2019 CCIM- Commercial Real Estate Negotiations Charlotte, NC- May 2019 CCIM- User Decision Analysis For Commercial Real Estate Charlotte, NC – October 2019 CCIM Comprehensive Examination for the CCIM Designation Passed August 2020 59 60 61 62 BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2026-001) The Union County Land Use Board recommended that the Union County Board of Commissioners ___________ the rezoning petition (CZ-2026-001) submitted by Tom Marcham, requesting a revision of the Union County Zoning Map by rezoning one parcel of land totaling approximately 5 acres appearing on the tax map as tax parcel 09-414-019A on NC 75 from RA-40 to Light Industrial (LI) with Conditions. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2026-001 submitted by Tom Marcham; and (ii) adopt the consistency and reasonableness statement for denial. 63 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 __________ the rezoning petition (CZ-2026-001), submitted by Tom Marcham, requesting a revision of the Union County Zoning Map by rezoning one parcel of land totaling approximately 5 acres appearing on the tax map as tax parcel 09-414-019A along NC 75 from RA-40 to Light Industrial (LI) with Conditions. CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) (CZ-2026-001) 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 rezoning is within an area identified as Employment Corridor in the Plan’s Land Use Map. The Plan provides that a variety of employment uses may be appropriate in an Employment Corridor, including distribution, logistics, aeronautics, industrial, and agri-business uses. The proposed use is consistent with uses identified for Employment Corridor in the Plan. 2. The proposed use will provide a needed service to nearby residents. 3. The proposed site plan can meet development standards within the Unified Development Ordinance. 4. The tract of land is not overly small for the general area in which it is located and is reasonable in size for the use contemplated. 5. Although the immediate surrounding properties are zoned for residential uses primarily, the property has direct access to NC-75. The property is also located with an approximately three-quarter mile radius of several existing commercial and industrial uses, including several properties zoned as light industrial. 6. The benefits to the community at large, the neighbors, and the property owners of the proposed rezoning outweigh any detriments to the neighbors and others caused by the rezoning. The benefits of this rezoning include increasing business opportunities in Union County, allowing a property with nearby non-residential uses in the area to also be allowed to conduct non-residential uses on its property, and increasing access to use of a service to nearby residents. The potential detriments of the use established by this rezoning include any increased noise, light, and traffic exposure resulting from the proposed use that could affect nearby properties. 64 CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) (CZ-2026-001) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that although the proposal is consistent with the Union County Comprehensive Plan (the “Plan”), that denial of the proposed map amendment is reasonable and in the public interest because: 1. The proposed rezoning will facilitate ongoing and potential future industrial uses in close proximity to existing residential uses. 2. Allowed industrial use on the property 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. 65 ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION COUNTY, NORTH CAROLINA WHEREAS, the Union County Board of County Commissioners (the “Board”) heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,” including any amendments thereto (the “UDO”) and the official Union County Zoning Map (“Zoning Map”); and WHEREAS, Union County has received rezoning petition (CZ-2026-001) submitted by Tom Marcham (the “Applicant”), requesting a revisions of the Zoning Map by rezoning one parcel of land totaling approximately 5 acres appearing on the tax map as tax parcel 09-414- 019A along NC 75 from RA-40 to Light Industrial (LI) with Conditions (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 RA-40 to Light Industrial (LI) with Conditions is reasonable and in the public interest, including for those reasons set forth in the contemporaneously adopted consistency and reasonableness statement. NOW, THEREFORE, BE IT ORDAINED by the Union County Board of Commissioners as follows: 1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as tax parcel 09-414-019A located along NC 75 from RA-40 to Light Industrial (LI) with Conditions. 2. The conditions accepted by the Applicant are hereby approved and incorporated into the Light Industrial (LI) with Conditions rezoning of the parcel. 3. This ordinance is effective upon adoption. Adopted this _____ day of _____________, 2026. ________________________________________ Brian Helms Chair, Union County Board of Commissioners 66 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-271 Agenda Date:5/18/2026 TITLE:..title Public Hearing - Rezoning Petition CZ-2026-006 House of Pearls INFORMATION CONTACT: John Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605 ACTION REQUESTED: Conduct public hearing for proposed rezoning. PRIOR BOARD ACTION: None. BACKGROUND: This case is a request to rezone an approximately 10.92 acre portion of one parcel totaling 12.21 acres appearing on the tax map as tax parcel 02-226-017 located on Camden Road from RA-40 with Master Planned Development. The request is to develop a long-term residential drug rehabilitation facility for up to 80 residents and staff. The rezoning request is a conditional rezoning and includes the following conditions: •The use shall be limited to a residential recovery and life-skills program. •The maximum duration of residency for program participants shall be twenty-four (24) months. The minimum duration of residency for program participants shall be ninety (90) days. •The use shall not include medical detoxification or inpatient clinical treatment services. •The use shall not be converted to a shelter, boarding house, correctional facility, halfway house for parolees, or a use not specifically allowed by these conditions. •Overnight occupancy shall be limited to enrolled program participants and on-site staff only. •The maximum number of residents shall not exceed 80. •The development may occur in phases. •All outdoor lighting shall utilize full cutoff fixtures and shall be directed away from adjacent properties. •Organized outdoor activities shall not occur on site between 9 PM and 7 AM. Union County, NC Printed on 5/4/2026Page 1 of 2 powered by Legistar™67 File #:26-271 Agenda Date:5/18/2026 •A local contact person shall be provided to adjacent property owners and the County and updated annually. •No onsite parking for resident vehicles. The Land Use Board evaluated this rezoning request at its April 21, 2026, meeting. The Board recommended approval on a 5-0 vote, citing consistency with the land use map. If the Board of Commissioners wishes to make a decision on the rezoning petition, it can consider the following motions. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2026-006; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Union County, NC Printed on 5/4/2026Page 2 of 2 powered by Legistar™68 69 The House of Pearls is a non-profit, 501(c)3, Christian ministry dedicated to helping women rebuild their lives through the love of Jesus Christ. House of Pearls is a long-term addiction and heart restoration program where women voluntarily reside at no cost to them and learn the healing power of the Word of God through intensive bible study and teaching. While in the program, the residents are also taught various life skills including: o manners and etiquette o communication o accountability o budgeting o cooking o work ethics o G.E.D Embark on a journey of faith and recovery with our 1-year Faith Based Christian program, where faith meets recovery and transformation happens. The purpose of House of Pearls is best summarized in our mission statement, which is, “To provide a safe environment for women to heal, restore, and rebuild their lives, embracing and representing the love of Jesus Christ." God has provided the Cross of Jesus Christ as the only true escape from bondage. At the House of Pearls, we seek to point women to the reality of the indwelling Christ as the ever-present Savior from sin and His provision of the Holy Spirit who transforms people in every area of their life. When coming to the House of Pearls, the ladies will embark on a journey of faith and recovery with our 1-year Faith Based Christian program, where faith meets recovery and transformation happens. 70 Camden Rd, Marshville, NC 28103 - House of Pearls Project Tax Parcel 02226017 Subject: Development of Faith Based Housing Community for Women in Recovery To Whom It May Concern, This Letter of Intent outlines our plan to develop a supportive residential community designed to provide a safe, structured, and restorative environment for women recovering from substance abuse. The proposed property will include the construction of eight residential homes and one central gathering center. Each home will accommodate nine women residents and one live-in House Manager, creating a supportive, family-style living environment that fosters accountability, stability, and peer encouragement. In total, the community will serve up to seventy-two women at full capacity. The central gathering center will include o,ice space for administrative operations, meeting areas for group programming, and a full kitchen to support communal activities and life-skills training. This facility will serve as the heart of the community, o,ering educational programming, recovery meetings, counseling sessions, and workshops. To ensure the safety and stability of the residents, onsite sta, will be present 24 hours a day, seven days a week. An Executive Director will be onsite during normal business hours to oversee daily operations, sta, supervision, program coordination, and compliance with all applicable regulations. In addition to residential supervision, we will periodically host licensed counselors, pastors, educators, and trained volunteers who will provide supportive services, including recovery education, life-skills training, spiritual guidance (upon request), and personal development programming. These services are designed to equip residents with the tools necessary for long-term sobriety, employment readiness, and successful reintegration into independent living. Our mission is to create a secure, faith based structured, and compassionate environment where women can heal, rebuild their lives, and develop the skills and confidence necessary to achieve sustainable recovery. We are committed to operating this community responsibly, maintaining high standards of safety and accountability, and being a positive and collaborative presence within the surrounding community. Thank you for your consideration of this important initiative. We welcome the opportunity to provide any additional information needed. Sincerely, Steven D. Merritt His Perfect Love Ministries – House of Pearls 704-622-6030 Sdmerritt13@aol.com 71 CA M D E N R O A D ( 6 0 ' N C D O T R / W )OEOEOEOEOEOEOEOEOE OE OE O E OE OE OE OE RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW RW N 20°49'58" E 382.07'N 20°49'11" E 573.36'S 86°45'39" E 330.89'S 30°15'41" W 1365.02' (TOTAL)RAY M. RORIE & WYNONA RORIE ZEB H. GILLESPIE & ELIZA R. GILLESPIE DONNA HANEY PITTMAN WILEY W. MANGUM & CYNTHIA D. MANGUMCENTERVIEW BAPTIST CHURCH, INC. AREA 31815 Sq. Feet 0.7304 Acres HIS PERFECT LOVE MINISTRIES TOBTOB TO B TO B TO B TOBTOBTOB TO B TO B TOBBMP-1 TOB TOB TO B PROPOSED GROUP HOME PROPOSED FAMILY LIFE CENTER POTENTIAL FUTURE GROUP HOME POTENTIAL FUTURE GROUP HOME POTENTIAL FUTURE GROUP HOME POTENTIAL FUTURE GROUP HOME POTENTIAL FUTURE GROUP HOME POTENTIAL FUTURE GROUP HOME POTENTIAL FUTURE GROUP HOME60'60'48'48'20' 30' 9' 9' 9'19'24'19'100'60' 5'19' 24' 19' 9'9'20'62' 5'8'10'10'30'30'TYP.R20.0 0' R 1 5 . 0 0 ' 9'8'20'14'12' 19' R30.0 0'19'18.48'18.59'20' SEPTIC FIELD AREA (SEE UNION COUNTY SEPTIC PERMIT #UCEOP 25-10 FOR APPROVED SYSTEM DESIGN) 292'96'20'20'18'19'43'R30.0'C-2.0 SITE PLAN DRAWN BY: MD PROJECT #: 2024-173NO.SHEET NO. TITLEBYDATEREVISIONC ALL RIGHTS ARE RESERVED. ANY POSSESSION, REPRODUCTION OR OTHER USE OF THIS DOCUMENT WITHOUT PRIOR PERMISSION, IS EXPRESSLY PROHIBITED.DATE: 2/23/2026 CHECKED BY: MDHOUSE OF PEARLSProject Address: 0 Camden Rd, Marshville, NC 281038516 FOXBRIDGE DR WEDDINGTON, NC 28104910-840-2661NC FIRM # P-2147GATEWAY DESIGNG R O U P, PLLCPROP. GRAVEL DRIVE PROP. GRAVEL PARKING LOT 1.CONTRACTOR IS FULLY RESPONSIBLE FOR CONTACTING APPROPRIATE PARTIES AND ASSURING THAT EXISTING UTILITIES ARE LOCATED PRIOR TO BEGINNING CONSTRUCTION. 2.CONTRACTOR IS RESPONSIBLE FOR PLACING BARRICADES USING FLAG MEN, ETC., AS NECESSARY TO INSURE SAFETY. 3.ALL PAVEMENT CUTS, CONCRETE OR ASPHALT, ARE TO BE REPLACED ACCORDING TO STANDARDS OF THE NORTH CAROLINA DEPARTMENT OF TRANSPORTATION AND LOCAL MUNICIPALITIES. 4.SHORING WILL BE ACCORDING TO OSHA TRENCHING STANDARDS PART 1926 SUBPART P, OR AS AMENDED. PROP. GRAVEL PARKING LOT PROPERTY LINE PROPERTY LINE EX. RIGHT OF WAY (MIN. 30' FROM EXISTING C/L OF ROAD IS DEDICATED) EX. RIGHT OF WAY LEGEND PROPOSED BUILDING PROPOSED GRAVEL PROPOSED CONCRETE SITE PLAN GENERAL NOTES: 1.ALL ON-SITE UTILITIES (POWER, CABLE, ETC.) MUST BE UNDERGROUND. EXISTING OVERHEAD LINES ALONG CAMDEN RD MAY REMAIN. 2.ALL DIMENSIONS ARE TO FACE OF CURB, EDGE OF PAVEMENT, OR FACE OF BUILDING UNLESS OTHERWISE NOTED. 3.ALL IMPROVEMENTS AND CONSTRUCTION SHALL BE IN ACCORDANCE WITH UNION COUNTY AND STATE STANDARDS. 4.ANY DISCREPANCIES FOUND IN THE FIELD SHALL BE CALLED TO THE ATTENTION OF THE OWNER OR ENGINEER PRIOR TO PROCEEDING WITH WORK. 5.PRIOR TO BEGINNING ANY DEMOLITION, GRADING OR CONSTRUCTION, THE GENERAL CONTRACTOR SHALL VERIFY THAT ALL REQUIRED PERMITS AND APPROVALS HAVE BEEN OBTAINED FROM ALL REGULATORY AUTHORITIES. 6.GENERAL CONTRACTOR SHALL MAINTAIN THE SITE IN A MANNER SO THAT WORKMEN AND PUBLIC SHALL BE PROTECTED FROM INJURY. 7.REFER TO ARCHITECTURAL PLANS FOR ACTUAL BUILDING DIMENSIONS. 8.ALL SIGNS, PAVEMENT MARKINGS, AND OTHER TRAFFIC CONTROL DEVICES SHALL CONFORM TO THE MANUAL ON UNIFORM TRAFFIC CONTROL DEVICES. 9.CONTRACTOR SHALL FURNISH AND INSTALL ALL PAVEMENT MARKINGS AS SHOWN ON THE PLANS. 10.CONTRACTOR SHALL COMPLY WITH ALL PERTINENT PROVISIONS OF THE "MANUAL OF ACCIDENT PREVENTION IN CONSTRUCTION" ISSUED BY AGC OF AMERICA, INC. AND THE SAFETY AND HEALTH REGULATIONS FOR CONSTRUCTION ISSUED BY THE U.S. DEPARTMENT OF LABOR. SITE INFORMATION PARCEL #: 02226017 SITE ADDRESS: 0 CAMDEN RD MARSHVILLE, NC 28103 CURRENT COUNTY ZONING: RA-40 PROPOSED COUNTY ZONING: RA-40 (CD) TOTAL SITE AREA: 12.21 AC. FRONT SETBACK: 40 FT SIDE SETBACK: 15 FT REAR SETBACK: 40 FT CORNER SIDE SETBACK: 20 FT MAX HEIGHT: 35 FT TOTAL STRUCTURE AREA: 8,304 SF (PHASE 1) TOTAL DISTURBED AREA: 5.75 AC. (PHASE 1) WATER - UNION COUNTY SEWER - SEPTIC PARKING REQUIRED PARKING: - 2 SPACES PER DWELLING = 2 SPACES - 1 SPACE PER 4 SEATS IN ASSEMBLY AREA OF FAMILY LIFE CENTER = 30 SPACES (120 SEATS) PROVIDED PARKING: - 2 SPACES PER DWELLING (DRIVEWAY) = 2 SPACES - 42 SPACES FOR FAMILY LIFE CENTER INCLUDING (2 ADA VAN ACCESSIBLE) WATERSHED DATA THIS PROPERTY IS NOT LOCATED WITHIN A WATER SUPPLY WATERSHED. FLOOD DATA THIS PROPERTY LIES WITHIN ZONE X, PER FIRM COMMUNITY MAP 3710546200J EFFECTIVE 10/16/2008. UDO NOTE SITE PLAN SHALL FULLY COMPLY WITH PROVISIONS OF THE UNION COUNTY DEVELOPMENT ORDINANCE. PROP. CONCRETE ADA PARKING PROP. CONCRETE DRIVE ENTRANCE PROP. TREE SAVE AREA, TYP. (PER UDO SECTION 55.030-A) PROP. TREE SAVE AREA, TYP. (PER UDO SECTION 55.030-A) PROP. TIMBER WHEEL STOP, TYP. PROP. 20' ELECTRIC EASEMENT PROP. DUMPSTER ENCLOSURE PROP. 10'X70' SIGHT TRIANGLE, TYP. EX. OVERHEAD ELECTRIC PROP. CONCRETE DRIVEWAY PROP. CONCRETE SIDEWALK EX. EDGE OF PAVEMENT EX. POWER POLE EX. POWER POLE PROP. SSWR ACCESS EASMENT PROP. CONC. SIDEWALK EX. EDGE OF PAVEMENT EX. OVERHEAD ELECTRIC PROP. GRAVEL DRIVE R5.0'PROP. CONCRETE PAD 72 1 Planning Department 500 North Main Street, Suite 70 Monroe, NC 28112 T 704.283.3565 unioncountync.gov Rezoning Request CZ-2026-006 House of Pearls This case is a request to rezone an approximately 10.92 acre portion of one parcel totaling 12.21 acres appearing on the tax map as tax parcel 02-226-017 located on Camden Road from RA-40 with Master Planned Development. The request is to develop a long-term residential drug rehabilitation facility for up to 80 residents and staff. The rezoning request is a conditional rezoning, and includes the following conditions: • The use shall be limited to a residential recovery and life-skills program. • The maximum duration of residency for program participants shall be twenty-four (24) months. The minimum duration of residency for program participants shall be ninety (90) days. • The use shall not include medical detoxification or inpatient clinical treatment services. • The use shall not be converted to a shelter, boarding house, correctional facility, halfway house for parolees, or a use not specifically allowed by these conditions. • Overnight occupancy shall be limited to enrolled program participants and on-site staff only. • The maximum number of residents shall not exceed 80. • The development may occur in phases. • All outdoor lighting shall utilize full cutoff fixtures and shall be directed away from adjacent properties. • Organized outdoor activities shall not occur on site between 9 PM and 7 AM. • A local contact person shall be provided to adjacent property owners and the County and updated annually. • No onsite parking for resident vehicles. 73 2 Contact Information 1. Staff: John Wear, Senior Planner, 704-283-3605, john.wear@unioncountync.gov 2. Owner: His Perfect Love Ministries, Inc., PO Box 516, Monroe, NC 28111 3. Applicant: Steve Merritt, PO Box 516, Monroe, NC 28111 Property Information Located on the south side of Camden Road east of Old Pageland Marshville Road. Location more specifically described as tax parcel 02-226-017. 74 3 Municipal Proximity The site is approximately four miles south of Marshville and Wingate. North of Site Site East of Site West of Site 75 4 Existing Land Use and Development Status The parcel is currently zoned RA-40 and is undeveloped and forested. 76 5 Environmental Features There is a stream on the northern edge of the site that is incorporated into the stormwater pond. There are no other environmental features. Utilities Public water is available to the site with an extension from Old Pageland Marshville Road. The site will utilize an engineered septic system. 77 6 Zoning and Land Use History There have been no proposed rezonings or special use permits on this site or in the immediate vicinity since zoning was implemented in Union County. The site is undeveloped. Schools Because this rezoning request is commercial in nature, UCPS was not consulted for comments. 78 7 Transportation This site is on Camden Road, which is a NCDOT-maintained facility. This section of Camden Road carries approximately 300 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. The anticipated traffic impact from this site is expected to be low. 79 8 Union County Comprehensive Plan The Union County 2050 comprehensive plan identifies this area as Rural Residential. Group living facilities such as what is proposed in this rezoning are typically accommodated on RA-40 zoned properties through the special use permit (SUP) process. Public and Municipal Comments Public Comments A community meeting was required and was held on March 31, 2026. A total of 19 residents attended the meeting and asked questions about fencing, signage, lighting, and stormwater impacts. No changes were made to the site plan as a result of the meeting. Municipal Comments Marshville and Wingate were not consulted due to the distance to their municipal limits. 80 9 Recommendations Land Use Board The Land Use Board evaluated this rezoning request at its April 21, 2026, meeting. The Board recommended approval on a 5-0 vote, citing consistency with the land use map. Planning Department This part of Union County is identified for rural residential and agricultural land uses. The proposed zoning is consistent with the adopted Plan because the use is typically allowed through the special use permit process. A SUP is not possible due to the phasing proposed for this facility – a new SUP would be required for every additional structure built one year after the SUP was granted. The proposed zoning district would provide flexibility for the owner and the proposed conditions limit future changes if the property is sold. The proposed use is therefore considered appropriate for the area. Because of these aspects of the development, staff recommend approval of this rezoning application. 81 From:Steve Merritt To:Bjorn Hansen Cc:Mark Diamond Subject:Re: House of Pearls Rezoning Application Date:Tuesday, April 7, 2026 6:29:43 AM WARNING: This email originated from outside of Union County Government, be cautiouswhen clicking on links or opening attachments. Good Morning Bjorn, I am requesting a five year vesting rights as a condition of this rezoning for The House of Pearls project located on Camden Rd in Marshville, NC. Thanks and have a great day!! Steve MerrittHis Perfect Love Ministries House of Pearls704-622-6030 On Monday, April 6, 2026 at 11:55:04 AM EDT, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: Steve, hopefully the last email today. I don’t see any email or correspondence requesting the five-year vesting of this rezoning (if approved). State law says you automatically gettwo years guaranteed to start development of your project, but you can request up to five years. The benefit is that it protects you from a potential downzoning by the County if youdon’t move forward with the project. It is typical for applicants to request five years, but you have to request it. Weird, I know. All you have to do is email back and state you arerequesting five year vesting rights as a condition of this rezoning. Sincerely, Bjorn Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended 82 recipient of this e-mail, please contact the sender immediately. From: Steve Merritt <sdmerritt13@aol.com> Sent: Friday, April 3, 2026 5:57 AMTo: mark@gatewaydesigngroup.com; Bjorn Hansen <bjorn.hansen@unioncountync.gov>Cc: 'Alec Sithong' <alec@studioone9.com> Subject: Re: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good Morning Bjorn, Please find the Minutes and Sign In Sheets for the Community meeting held for the Houseof Pearls Camden Rd Project. Thanks for your help and have a great Easter!!! Steve MerrittHouse of Pearls704-622-6030 On Thursday, March 19, 2026 at 09:53:31 AM EDT, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: Thanks, Steve. When we see each other at the community meeting could you please have a signed copy. Take care. Bjorn Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: Steve Merritt <sdmerritt13@aol.com> 83 Sent: Thursday, March 19, 2026 6:36 AM To: mark@gatewaydesigngroup.com; Bjorn Hansen <bjorn.hansen@unioncountync.gov> Cc: 'Alec Sithong' <alec@studioone9.com> Subject: Re: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good Morning Bjorn, Please find attached the letter from the Secretary/Treasurer of His Perfect LoveMinistries and The House of Pearls explaining my realtionship with this organization.Thanks and have a great day!! Steve Merritt House of Pearls704-622-6030 On Monday, March 16, 2026 at 04:47:28 PM EDT, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: Sounds good. I will note that in the conditions of the rezoning. Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. 84 From: Steve Merritt <sdmerritt13@aol.com> Sent: Monday, March 16, 2026 4:45 PMTo: mark@gatewaydesigngroup.com; Bjorn Hansen <bjorn.hansen@unioncountync.gov>Cc: 'Alec Sithong' <alec@studioone9.com> Subject: Re: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Bjorn, I think just the portion where the facility is located. Steve On Monday, March 16, 2026 at 10:41:23 AM EDT, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: Good morning, Please confirm you would like the entire parcel rezoned versus just the portion on the south side of Camden Road where the facility will be located. Sincerely, Bjorn Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department 85 T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Wednesday, March 11, 2026 10:05 AM To: mark@gatewaydesigngroup.com; 'Steve Merritt' <sdmerritt13@aol.com>Cc: 'Alec Sithong' <alec@studioone9.com> Subject: RE: House of Pearls Rezoning Application I have attached the mailing labels for the community meeting. Something to think about for the rezoning is the fact you have a portion of the property on the north side of the road (see attached land use map). You might want to sell it in thefuture, and it is not necessary to rezone to MPD. You can clarify in your letter of intent to say that this rezoning only applies to the portion on the south side ofCamden Road. If you want the rezoning to apply to all of the property, just let me know. Sincerely, Bjorn Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department 86 T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: mark@gatewaydesigngroup.com <mark@gatewaydesigngroup.com> Sent: Wednesday, March 11, 2026 8:26 AM To: 'Steve Merritt' <sdmerritt13@aol.com>; Bjorn Hansen <bjorn.hansen@unioncountync.gov> Cc: 'Alec Sithong' <alec@studioone9.com> Subject: RE: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good morning Bjorn, Please see attached rezoning documents. Thanks! Mark Diamond, P.E. Project Manager Gateway Design Group, PLLC 919-368-8867 8516 Foxbridge Drive Weddington, NC 28104 87 From: Steve Merritt <sdmerritt13@aol.com> Sent: Wednesday, March 11, 2026 8:21 AMTo: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Cc: mark@gatewaydesigngroup.com; Alec Sithong <alec@studioone9.com> Subject: Re: House of Pearls Rezoning Application Bjorn, I believe Mark Diamond sent all of that information to you via email last week. Mark can you resend that information to Bjorn? Thanks Steve Merritt On Wednesday, March 11, 2026 at 08:13:28 AM EDT, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: Steve, I appreciate you being proactive with the community meeting work, but we need the rezoning application to be submitted before any letters can be sent out. I am in the office today and then out Thursday and Friday. Let me know if you are able to drop the materials off today. I made a few proposed changes in Track Changes in the attached document. Sincerely, Bjorn 88 Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intendedrecipient of this e-mail, please contact the sender immediately. From: Steve Merritt <sdmerritt13@aol.com> Sent: Wednesday, March 11, 2026 7:42 AMTo: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Cc: mark@gatewaydesigngroup.com; Alec Sithong <alec@studioone9.com> Subject: Re: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good Morning Bjorn, Please find the Notice Letter (Community Meeting) attached. Thanks and have a great day!!! Schedule is March 31, 2026 Dinner Served at 6:00 Meeting to start at 6:30 Centerview Baptist Church - Fellowship Building 89 2711 Old Pageland-Marshville Rd Marshville, NC Steve Merritt House of Pearls His Perfect Love Ministries 704-622-6030 On Monday, March 9, 2026 at 02:02:39 PM EDT, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: Will do. It’s on my calendar. Please submit the application materials and draft community letter for me to review ASAP. I can then send you theaddress list for you to mail the meeting notices to. The letters need to be in the mail by next Friday. Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intendedrecipient of this e-mail, please contact the sender immediately. 90 From: sdmerritt13 (null) <sdmerritt13@aol.com> Sent: Monday, March 9, 2026 1:56 PMTo: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Cc: mark@gatewaydesigngroup.com; Alec Sithong <alec@studioone9.com> Subject: Re: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Ok. That makes sense. Let’s lock in Tuesday March 31. Steve Sent from my iPhone On Mar 9, 2026, at 1:36 PM, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: I am but that is the night before Good Friday, so I suspect it won’t work well for people to attend. Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. 91 E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: sdmerritt13 (null) <sdmerritt13@aol.com> Sent: Monday, March 9, 2026 1:27 PM To: Bjorn Hansen <bjorn.hansen@unioncountync.gov>Cc: mark@gatewaydesigngroup.com; Alec Sithong <alec@studioone9.com>Subject: Re: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Bjorn, Would you be available for a meeting on April 2? That is a Thursday night6 o’clock at Centerview Baptist Church in Marshville. Steve Merritt 704-622-6030 Sent from my iPhone On Mar 9, 2026, at 8:14 AM, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: Steve, Thank you for the update. 1. Regarding the community meeting, I now have another rezoning meeting on March 30. I am still available on March 31 and April 1 though. 92 2. For payment, once you submit the application we can send an invoice through our Evolve review portal, but honestly it would be a lot easier if you delivered all paperwork in person so I can confirm everything is ok. 3. You can submit the petition and other meeting materials as part of the application. I can reference it in the staff report, but the community meeting in a few weeks would be the definitive one. 4. I can appreciate your frustration, and the good news is that the utility work you have done would have been required anyways, so you can move to implementation earlier than if you did the rezoning first and then the utility work. The rezoning will ideally be complete on June 1, but the Board of Commissioners has the option of approving the night of the hearing, which hopefully will be May 18. Please let me know if you have any questions. Sincerely, Bjorn Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov 93 We're committed to excellent service. Share your feedback in this short survey. E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: Steve Merritt <sdmerritt13@aol.com> Sent: Monday, March 9, 2026 8:06 AMTo: mark@gatewaydesigngroup.com; Bjorn Hansen <bjorn.hansen@unioncountync.gov>Cc: 'Alec Sithong' <alec@studioone9.com> Subject: Re: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good Morning Bjorn, Thank you for the information provided below. To recap, this has been quite a journey for the House of Pearls. I’d like to share some background since you haven’t always participated in these meetings. We first met with Jim King in 2023, and he gave us a list of items needed to move forward. Following his direction, we held a community meeting at Centerview Baptist Church in Marshville, NC, which over 30 people attended. At this gathering, we presented our site plan, explained the ministry’s mission, and hosted a Q&A session. Every attendee signed a petition supporting the project, though Mr. King mentioned the petition was merely hearsay. To be honest, my frustration is considerable. However, I understand that all county rules, regulations, and codes must be followed before we can proceed. Thanks to your guidance, we are finally making progress. Our organization has served the community for nearly 20 years, helping women transition from the streets into a safe environment, where they can live sober lives and serve God. I am the Chairman of the Board for His Perfect Love Ministries and the House of Pearls. I’ll obtain the necessary 94 documentation from our Secretary/Treasurer and send it to you. How should we handle the $1000.00 payment? Is there anoption to pay online, or does someone need to deliver aphysical check to your department? I am working on arranging another meeting, possibly onMonday, March 30, at Centerview Baptist Church (2711 OldPageland-Marshville Rd, Marshville, NC 28103) in theirfellowship building. I will confirm this date with you as soonas the church approves the arrangements. Best Regards, Steve Merritt Chairman of The Board of Directors His Perfect Love Ministries House of Pearls 704-622-6030 On Tuesday, March 3, 2026 at 02:14:27 PM EST, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: Mark, Here are my comments about the rezoning application: 1. The proposed zoning district would be Master Planned Development (MPD). I can change on the application form, so really an FYI. 2. Provide some sort of documentation 95 showing Steve’s relationship to His Perfect Love Ministries, Inc. allowing him to submit an application.3. There is an application fee of $1,000. 4. Regarding my earlier comments about prior community meeting documentation, we discussed internally and need a second meeting. The meeting can be in person or virtually. I have attached a sample community letter. Please propose some dates at least two weeks from now. My evening availability is March 23, 25, 26, 30, 31, April 1. You do not need to go through another site plan review process. We can get you on the April 21 Land Use Board meeting, and then a public hearing with the Board of Commissioners May 18. Sincerely, Bjorn Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. 96 E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: mark@gatewaydesigngroup.com <mark@gatewaydesigngroup.com> Sent: Tuesday, March 3, 2026 9:30 AM To: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Cc: sdmerritt13@aol.com; 'Alec Sithong' <alec@studioone9.com> Subject: RE: House of Pearls Rezoning Application WARNING: This email originated from outside of Union County Government, be cautious when clicking on linksor opening attachments. Good morning Bjorn, Wanted to confirm you have received all of the rezoning documents we sent last Friday? Thanks! Mark Diamond, P.E. Project Manager Gateway Design Group, PLLC 919-368-8867 8516 Foxbridge Drive Weddington, NC 28104 From: mark@gatewaydesigngroup.com 97 <mark@gatewaydesigngroup.com> Sent: Friday, February 27, 2026 1:10 PM To: 'Bjorn Hansen' <bjorn.hansen@unioncountync.gov> Cc: sdmerritt13@aol.com; 'Alec Sithong' <alec@studioone9.com> Subject: RE: House of Pearls Rezoning Application Importance: High Good afternoon Bjorn, I have attached documents for the rezoning application. Let us know the best way to pay the $1,000 fee and we will get that taken care of aswell. Please let us know if you need anything additional to make sure we are on the agenda for March. Thanks! Mark Diamond, P.E. Project Manager Gateway Design Group, PLLC 919-368-8867 8516 Foxbridge Drive Weddington, NC 28104 From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Thursday, February 12, 2026 11:24 AMTo: sdmerritt13@aol.com; mark@gatewaydesigngroup.comSubject: House of Pearls Rezoning Application 98 Steve and Mark, My apologies for any confusion. The application form is attached. You will also need to attached the sketch plan and a letter of intent. A letter of intent is you in your own words explaining the proposal. It would be helpful to include details about the proposal – number of residents, employees, activities on site, the fact an septic permit is already in hand, etc. The application fee is $1,000. I advise you to drop off the forms in person because we can fix anything at that time. Please let me know if you have any questions. Sincerely, Bjorn Bjorn E. Hansen, AICP CTP, CZO Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov We're committed to excellent service. Share your feedback in this short survey. 99 <image001.png> Union County Government 500 North Main Street, Suite 70 Monroe, NC 28112 E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. 100 BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2026-006) The Union County Land Use Board recommended that the Union County Board of Commissioners ___________ the (CZ-2026-006) and associated Master Planned Development Plan, submitted by Steve Merritt, requesting a revision of the Union County Zoning Map by rezoning an approximately 10.75 acre portion of one parcel of land totaling approximately 12.21 acres appearing on the tax map as tax parcel 02-226-017 along the south side of Camden Road from RA-40 to Master Planned Development and adoption of an associated Master Planned Development Plan. 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 the associated Master Planned Development Plan, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2026-006 submitted by Steve Merritt and the associated Master Planned Development Plan; and (ii) adopt the consistency and reasonableness statement for denial. 101 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 __________ the rezoning petition (CZ-2026-006) and associated Master Planned Development Plan, submitted by Steve Merritt, requesting a revision of the Union County Zoning Map by rezoning an approximately 10.75 acre portion of one parcel of land totaling approximately 12.21 acres appearing on the tax map as tax parcel 02-226-017 along the south side of Camden Road from RA-40 to Master Planned Development and adoption of an associated Master Planned Development Plan. CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLANS) (CZ-2026-006) Pursuant to N.C.G.S. § 160D-605 and the Unified Development Ordinance of Union County, North Carolina (the “UDO”), the Union County Board of Commissioners (the “Board”) does hereby find and determine that adoption of the proposed map amendment and associated Master Planned Development Plan (“MPD Plan”) is consistent with the currently adopted Union County Comprehensive Plan (the “Comprehensive Plan”). The adoption of the proposed map amendment and associated MPD Plan (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 under the amendment and MPD Plan is consistent with the Comprehensive Plan. The Comprehensive Plan’s Land Use Map identifies this area as Rural Residential. The Comprehensive Plan provides that Rural Residential areas are identified for agricultural and low-density residential development patterns. This map amendment and associated MPD Plan do not increase the density of development from an overall low density residential development. 2. The use, proposed rezoning, and associated MPD Plan comply with the standards for a Master Planned Development set forth in Section 20.020 of the UDO. The development would be difficult to carry out in the planned time frame otherwise under the applicable zoning regulations. It further provides greater public benefits than could be achieved using conventional zoning regulations. The proposed use under the rezoning and associated MPD Plan promotes, without limitation, flexibility and creativity in responding to changing social, economic, and market conditions through providing group home and recovery housing (which responds to changing social and economic conditions compared to many traditional housing models such as single-family housing). 3. The development will result in public benefits that are equal to or greater than those that would have resulted from development under conventional zoning (non-Master Planned Development) regulations. Specifically, the Master Planned Development proposed will provide a public benefit of allowing development of a group home that may provide a community service that would not be able to be developed in such a manner using conventional zoning regulations. 102 4. There are appropriate terms and conditions imposed to protect the interests of surrounding property owners and residents, existing and future residents of the Master Planned Development, and the general public. These conditions include, without limitation, agreement on adherence to a site plan that takes into account the impacts of the use and imposes conditions on the number of residents (which will reduce any impacts to neighboring properties). 5. Group home facilities are allowed in the existing zoning district, RA-40 under the UDO with a special use permit. However, utilizing the special use permit method under the UDO would require implementation within one year. This rezoning and associated MPD Plan would allow for flexibility to develop the property over a longer period in a manner that would otherwise already be allowed on the property through the special use permit process. 6. The use set forth under the conditions would meet Union County development standards. 7. The tract of land is not overly small for the general area in which it is located and is reasonable in size for the use contemplated. 8. The immediate surrounding properties are zoned for residential uses, which is similar to the use proposed under this rezoning and associated MPD Plan for a residential use as a group home. 9. The benefits to the community at large, the neighbors, and the property owners of the proposed rezoning outweigh any detriments to the neighbors and others caused by the rezoning. The benefits of this rezoning include increasing group living and recovery opportunities in Union County. The potential detriments of the use established by this rezoning include any increased noise, light, and traffic exposure resulting from the proposed use that could affect nearby properties. 103 CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLANS) (CZ-2026-006) Pursuant to N.C.G.S. § 160D-605 and the Unified Development Ordinance of Union County, North Carolina (the “UDO”), the Union County Board of Commissioners (the “Board”) does hereby find and determine that the proposed map amendment and associated Master Planned Development Plan (the “MPD Plan”) are inconsistent with the Union County Comprehensive Plan (the “Comprehensive Plan”), and that denial of the proposed map amendment and associated MPD Plan is reasonable and in the public interest because: 1. The proposed rezoning and associated MPD Plan could facilitate ongoing and potential future higher density group living uses in close proximity to existing residential uses. Higher density residential uses are inconsistent with low-density development contemplated for Rural Residential areas identified by the Comprehensive Plan (the proposed development is located in a Rural Residential area in the Comprehensive Plan). 2. Allowing group home use on the property could result in increased congestion on the roads and streets adjacent and nearby to the property. Traffic congestion is a noted concern in the Comprehensive Plan. 3. The proposed use under the amendment and the MPD Plan is also inconsistent with the Rural Land Use Plan as it could potentially allow for future higher-density residential development and other group homes in the area, which is identified as rural for purposes of the Rural Land Use Plan. 4. The use, proposed rezoning, and associated MPD Plan do not comply with the standards for a Master Planned Development set forth in Section 20.020 of the UDO. A group home development is allowed to be carried out in the existing zoning district with a special use permit; thus, it is not difficult or impossible to carry out such a group home development under the applicable zoning regulations. Given that a group home may be developed with the existing zoning with a special use permit, there would not be greater public benefits than could be achieved using conventional zoning regulations. 5. The terms and conditions proposed to be imposed do not sufficiently protect the interests of surrounding property owners and residents, existing and future residents of the Master Planned Development, and the general public. There could be additional restrictions imposed on the use and numbers of residents which would ensure such sufficient protection that are not set forth in the proposed rezoning and associated MPD Plan. 104 ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION COUNTY, NORTH CAROLINA AND ASSOCIATED MASTER PLANNED DEVELOPMENT PLAN 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 a rezoning petition (CZ-2026-006), submitted by Steve Merritt, requesting a revision of the Union County Zoning Map by rezoning an approximately 10.75 acre portion of one parcel of land totaling approximately 12.21 acres appearing on the tax map as tax parcel 02-226-017 along the south side of Camden Road from RA-40 to Master Planned Development (the “Rezoning Petition”); and WHEREAS, there is also a request to adopt a Master Planned Development Plan associated with the Rezoning Petition (“MPD Plan”); and WHEREAS, the Union County Land Use Board considered and made a recommendation concerning approval or denial of the Rezoning Petition and MPD Plan; and WHEREAS, the Board has determined that approval of the Rezoning Petition and rezoning the subject parcel from RA-40 to Master Planned Development (MPD), along with approval of the MPD Plan, 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 10.75 acre portion of the parcel appearing on the tax map as tax parcel 02-226-017 located along the south side of Camden Road from RA-40 to Master Planned Development (MPD). 2. The MPD Plan is hereby approved. 3. The conditions accepted by the Applicant are hereby approved and incorporated into the Master Planned Development (MPD) rezoning of the parcel. 4. The Board incorporates the considerations related to the Rezoning Petition and MPD Plan, as contemplated by Section 80.100 of the UDO, as set forth in the contemporaneously adopted consistency and reasonableness statement, into this ordinance by reference. 5. This ordinance is effective upon adoption. 105 Adopted this _____ day of _____________, 2026. ________________________________________ Brian Helms Chair, Union County Board of Commissioners 106 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-258 Agenda Date:5/18/2026 TITLE:..title Contract -NCDOT Project U-4714AC (SR 1009 Old Monroe Road)-Utility PE and Construction Agreement INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with North Carolina Department of Transportation (NCDOT) substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Water (UCW)Capital Improvement Program (CIP)includes an allocation for the design and construction of water line and sewer line betterments related to NCDOT’s multi-phase project for the widening of Old Monroe Road.This agreement with NCDOT is for the phase of the Old Monroe Road widening project from the Mecklenburg County line to near Morningside Meadows Lane.The water line betterments will increase the existing 6-inch and 8-inch water lines to 12-inch and 16-inch water lines to provide sufficient fire flow and pressure to meet future demand.The sewer line betterments will replace the existing 4-inch and 6-inch septic tank effluent gravity (STEG) wastewater collection system with standard 8-inch gravity sewer lines. The water and sewer betterments will be administered by NCDOT as part of the Old Monroe Road widening project.UCW will be responsible for reimbursing NCDOT for the betterment costs in a not to exceed amount of $1,359,307.81. FINANCIAL IMPACT: Funding is available within the adopted account 60185527 -853 West Zone Transmission Main Phase 4 to support the contract amount of $1,359,307.81. Union County, NC Printed on 5/4/2026Page 1 of 1 powered by Legistar™107 1/27/2026 ACCOUNTS RECEIVABLE AGREEMENTS REMITTANCE GUIDANCE _______ : I acknowledge that upon execution of this Agreement, we will be required to submit a down payment, if required. I also acknowledge that we may pre-pay any portion of the estimated cost noted in this Agreement, prior to final billing by the Department. Please refer to your Agreement’s PAYMENT TERMS to correctly remit any payment due to the Department. PAYMENT TERMS PAYMENT TIMING PAYMENT UPON AGREEMENT EXECUTION Please submit the amount of agreed upon payment via one of the below methods, once you have received notice of execution of the Agreement. PAYMENT PRIOR TO LETTING (OR START OF PHASE) You will be notified by the Project Manager when payment will be due. Please remit payment within 60 days of notification. PAYMENT UPON BILLING The Department will bill at the completion of the Project (or when defined in the Agreement). All payments are due within 60 days of invoicing. NOTE: You may pre-pay any portion of an estimated cost, prior to Departmental Billing. The Department will adjust final billing to account for any pre-payments made. LATE PAYMENTS AND INTEREST RATES: For payments not received within 60 days, the Department must charge a statutory interest rate of prime plus one percent (1%) on all Utility Relocation Agreements. For any other Receivable Agreement, the Department may charge a late fee and/or interest. PAYMENT METHODS 1. SEND PAYMENT BY CHECK INCLUDE: x Agreement ID (10000xxxxx) x WBS Element OR 2. SEND PAYMENT VIA ACH (Automated Clearinghouse) INCLUDE: x Agreement ID (10000xxxxx) x WBS Element x Amount of Payment *If you need NCDOT’s Account Information, contact Tammy Court at tlcourt@ncdot.gov Failure to follow the above steps and remit payment per the terms in the Agreement may result in delays to project delivery. Please contact your Division Project Manager for questions regarding payment terms. MAIL TO: NCDOT – Accounts Receivable 1514 Mail Service Center Raleigh, NC 27699-1514 Initiate ACH through your bank* and send an e-mail to: 9 Shamorah Fountain – sfountain1@ncdot.gov 9 Melinda Neighbors – mneighbors@ncdot.gov 108 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 1 AGREEMENT OVERVIEW NORTH CAROLINA UNION COUNTY DATE: 3/18/2026 PARTIES TO THE AGREEMENT: PROJECT NUMBERS: NORTH CAROLINA DEPARTMENT OF TRANSPORTATION TIP #: U-4714AC WBS ELEMENTS: PE 39078.1.2 AND CON 39078.3.9 UNION COUNTY The purpose of this Agreement is to identify the participation in project costs, project delivery and/or maintenance, by the other party to this Agreement, as further defined in this Agreement. SCOPE OF PROJECT (“Project”): This Project consists of sewer line betterments related to widening SR 1009 (John Street / Old Monroe Road) to multi-lanes from east of I-485 to west of Morningside Meadow Lane. ESTIMATED COST TO OTHER PARTY: $ 1,359,307.81 ESTIMATED COST TO OTHER PARTY (PE): $ 65,000.00 ESTIMATED COSTS TO OTHER PARTY (CON): $ 1,294,307.81 PAYMENT TERMS: Union County will submit payment upon execution of agreement. MAINTENANCE: Union County is responsible for all utility maintenance. EFFECTIVE DATES OF AGREEMENT: START: Upon Full Execution of this Agreement END: When work is complete and all terms are met. This Agreement is made and entered into on the last date executed below, by and between the North Carolina Department of Transportation, an agency of the State of North Carolina, hereinafter referred to as the Department and Union County, hereinafter referred to as the County; and collectively referred to as the Parties. The Parties to this Agreement, listed above, intend that this Agreement, together with all attachments, schedules, exhibits, and other documents that both are referenced in this Agreement and refer to this Agreement, represents the entire understanding between the Parties with respect to its subject matter and supersedes any previous communication or agreements that may exist. 109 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 2 I. WHEREAS STATEMENTS WHEREAS, this Agreement is made under the authority granted to the Department by the North Carolina General Assembly under General Statutes of North Carolina (NCGS), particularly Chapter 136-27.1 and 136-27.3; and, WHEREAS, the Department has plans to make certain street and highway constructions and/or traffic control improvements; and, WHEREAS, the County has requested that the Department perform work or provide services; and, WHEREAS, the Parties hereto wish to enter into an agreement for scoped work to be performed or provided by the Department (including construction, reviews, goods, or services) with reimbursement for the costs thereof by the County as hereinafter set out; and, WHEREAS, the Department and the County have agreed that the jurisdictional limits of the Parties, as of the date of entering the agreement for the above-mentioned project, are to be used in determining the duties, responsibilities, rights, and legal obligations of the Parties hereto for the purposes of this Agreement. NOW, THEREFORE, this Agreement states the promises and undertakings of each party as herein provided, and the Parties do hereby covenant and agree, each with the other, as follows: II. RESPONSIBILITIES A. DEPARTMENT The Department shall be responsible for all phases of project delivery to include utility relocation, and construction, and/or maintenance as shown in the PROJECT DELIVERY REQUIREMENTS Provision. B. COUNTY The County shall be responsible for maintenance as shown in the PROJECT DELIVERY REQUIREMENTS Provision and payment as shown in the COSTS AND FUNDING Provision. III. PROJECT DELIVERY REQUIREMENTS A. PRELIMINARY ENGINEERING i. At the request of the County, the Department will provide design services for the required relocation and/or betterment of the County’s utility lines as affected by Project U-4714AC. The work is described as follows: Utility design for sewer line betterment. 110 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 3 ii. The Department will ensure the design of municipal utility relocation is performed by professional engineering services. If the Department revises highway plans, then the County reserves the right to re-engineer relocation plans. iii. Upon the satisfactory completion of the utility construction plans covered under this Agreement, the County shall review and approve the plans, the associated estimated utility construction cost, and special provisions to be made part of the Department’s roadway contract for highway construction. The County shall release the Department of any future responsibility for the design of the utility construction plans. Said releases shall be deemed to be given by the County upon completion of the plans, estimate, special provisions and acceptance by the Department and County for the plans to be made part of the highway contract. B. CONSTRUCTION i. At the request of the County the Department shall place provisions in the construction contract for Project U-4714AC, for the contractor to adjust and relocate utility lines and/or provide betterment. The work is described as follows: Sewer line betterment. ii. Said work shall be accomplished in accordance with plan sheets, attached hereto as Exhibit “A”, cost estimate attached hereto as Exhibit “B”, and project specific provisions, if applicable, attached hereto as Exhibit “C”. iii. The Department’s Standard Special Provisions binds the contractor to guarantee materials and workmanship against latent and patent defects arising from faulty materials, faulty workmanship or negligence for a period of twelve months following the date of final acceptance of the work for maintenance and shall replace such defective materials and workmanship without cost to the Department. The highway contractor will not be responsible for damage due to faulty design, normal wear and tear, for negligence on the part of the Department, and/or for use in excess of the design. Where items of material carry a manufacturer’s guarantee for any period in excess of twelve months, then the manufacturer’s guarantee shall apply to that particular piece of material. Appropriate provisions of the payment and/or performance bonds shall cover this guarantee for the project. Should any failure result from the conditions found in this section the Department would then enter into a Contract with the County for reimbursement to be made to the County for necessary repairs performed by the County and/or its contractor. The Utility Relocation Agreement would be issued by the NCDOT Utilities Unit and the repairs would be coordinated between the County and the Department’s assigned Resident Engineer. C. MAINTENANCE AND OPERATIONS i. Upon satisfactory completion of the utility relocations and successful placement of the utility lines into service, the County shall assume responsibility for the normal maintenance and operation of the utility lines. Upon completion of the construction of the 111 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 4 highway project, the County shall release the Department from any and all claims for damages in connection with adjustments made to its utility lines; and, further, the County shall release the Department of any future responsibility for the cost of maintenance to said utility lines. The Department will invite the County to the Final Inspection meeting with its contractor and will include the County in the project acceptance notification. Said releases shall be deemed to be given by the County upon completion of construction of the project and its acceptance by the Department from its contractor unless the County notifies the Department, in writing, to the contrary prior to the Department’s acceptance of the project. ii. The County obligates itself to service and to maintain its facilities to be retained and installed over and along the highway within the Department’s right-of-way limits in accordance with Paragraph B. i., the mandate of the North Carolina General Statutes and such other laws, rules, and regulations as have been or may be validly enacted or adopted, now or hereafter. iii. If at any time the Department shall require the removal of or changes in the location of the encroaching facilities which are being relocated at the County’s expense, the County binds itself, its successors and assigns, to promptly remove or alter said facilities, in order to conform to the said requirement (if applicable per G.S. 136-27.1), without any cost to the Department. IV. COSTS AND FUNDING A. PROJECT COSTS i. The County shall be responsible for relocation, and/or betterment, costs for utility work as shown on the attached Exhibit “A”. The estimated cost to the County is $1,359,307.81 as shown on the attached Exhibit “B”. Upon request by the County, the Department will provide the County with an updated estimate of the utility work based on the bid amounts in the awarded highway contract. ii. It is understood by both Parties that this is an estimated cost for the utility work described in this Agreement and is subject to change. iii. If the County does not approve the anticipated cost increases, the Department will cease work on the Project. Any funding provided by the County that is unused will be returned to the County. iv. A supplemental agreement will be generated to document increased cost participation by the County. The County shall not unreasonably withhold consent to amending this agreement to account for documented cost increases. 112 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 5 B. PAYMENT BY THE COUNTY i. Based on the estimated cost of $1,359,307.81, the County shall submit payment for $1,359,307.81 to the Department’s Fiscal Section upon full execution of this Agreement in accordance with the attached “Remittance Guidance”. ii. Any cost incurred due to additional utility work requested by the County after award of the construction contract, shall be solely the responsibility of the County. The County shall reimburse the Department 100% of the additional utility cost. iii. Upon completion of the Project, if actual costs of the Additional Work exceeds the amount of the down payment, the County shall reimburse the Department any underpayment within sixty (60) days of invoicing by the Department. The Department will charge a late payment penalty and interest on any unpaid balance due in accordance with G. S. 147- 86.23. If the actual cost of the work is less than $1,359,307.81, the Department will reimburse the County any overpayment. V. STANDARD PROVISIONS A. AGREEMENT MODIFICATIONS Any modification to scope, funding, responsibilities, or time frame will be agreed upon by all Parties by means of a written supplemental agreement. B. ASSIGNMENT OF RESPONSIBILITIES The Department must approve any assignment or transfer of the responsibilities of the County set forth in this Agreement to other parties or entities. C. AGREEMENT FOR IDENTIFIED PARTIES ONLY This Agreement is solely for the benefit of the identified Parties to the Agreement and is not intended to give any rights, claims, or benefits to third parties or to the public at large. D. OTHER AGREEMENTS The County is solely responsible for all agreements, contracts, and work orders entered into or issued by the County to meet the terms of this Agreement. The Department is not responsible for any expenses or obligations incurred for the terms of this Agreement except those specifically eligible for the funds and obligations as approved by the Department under the terms of this Agreement. 113 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 6 E. TITLE VI The other party to this Agreement shall comply with Title VI of the Civil Rights Act of 1964 (Title 49 CFR, Subtitle A, Part 21) and related nondiscrimination authorities. Title VI and related authorities prohibit discrimination on the basis of race, color, national origin, disability, gender, and age in all programs or activities of any recipient of Federal assistance. F. AUTHORIZATION TO EXECUTE The Parties hereby acknowledge that the individual executing this Agreement has read this Agreement, conferred with legal counsel, fully understands its contents, and is authorized to execute this Agreement and to bind the respective Parties to the terms contained herein. G. DEBARMENT POLICY It is the policy of the Department not to enter into any agreement with parties that have been debarred by any government agency (Federal or State). By execution of this agreement, the County certifies that neither it nor its agents or contractors are presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in this transaction by any Federal or State Agency or Department and that it will not enter into agreements with any entity that is debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in this transaction. H. INDEMNIFICATION To the extent authorized by state and federal statutes, the County will indemnify and hold harmless the FHWA (if applicable), the Department and the State of North Carolina, their respective officers, directors, principals, employees, agents, successors, and assigns from and against any and all claims for damage and/or liability, including those that may be initiated by third parties, in connection with the Project activities performed pursuant to this Agreement including construction of the Project, except for those claims arising out of the errors, omissions, or negligence of the Department, its respective officers, directors, principals, employees, agents, successors, and assigns. I. AVAILABILITY OF FUNDS All terms and conditions of this Agreement are dependent upon, and, subject to the allocation of funds for the purpose set forth in the Agreement and the Agreement shall automatically terminate if funds cease to be available. J. COUNTERPARTS AND ELECTRONIC SIGNATURES i. This Agreement, and other documents to be delivered pursuant to this Agreement, may be executed in one or more counterparts, each of which will be deemed to be an original copy and all of which, when taken together, will be deemed to constitute one and the same 114 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 7 agreement or document and will be effective when counterparts have been signed by each of the Parties. An image of a manual signature on this Agreement, or other documents to be delivered pursuant to this Agreement, will constitute an original signature for all purposes. The delivery of copies of this Agreement or other documents to be delivered pursuant to this Agreement, including executed signature pages where required, by electronic transmission will constitute effective delivery of this Agreement or such other document for all purposes. ii. The Parties hereto further acknowledge and agree that this Agreement may be signed and/or transmitted by email or a PDF document or using electronic signature technology (e.g. DocuSign, Adobe Sign, or other electronic signature technology), and that such signed record shall be valid and as effective to bind the Party(ies) so signing as a paper copy bearing a handwritten signature. By selecting "I Agree”, “I Accept”, or other similar item, button, or icon via use of a keypad, mouse, or other device, as part of the electronic signature technology, the Parties consent to be legally bound by the terms and conditions of Agreement and that such act constitutes a signature as if actually signed in writing. The Parties also agree that no certification authority or other third-party verification is necessary to validate its electronic signature and that the lack of such certification or third- party verification will not in any way affect the enforceability of its electronic signature; however, each Party agrees to maintain certification records and will produce said records upon request. The Parties acknowledge and agree that delivery of a copy of this Agreement or any other document contemplated hereby through the electronic signature technology, will have the same effect as physical delivery of the paper document bearing an original written signature. K. GIFT BAN By Executive Order 24, issued by Governor Perdue, and NCGS 133-32, it is unlawful for any vendor or contractor (i.e. architect, bidder, contractor, construction manager, design professional, engineer, landlord, offeror, seller, subcontractor, supplier, or vendor), to make gifts or to give favors to any State employee of the Governor’s Cabinet Agencies (i.e. Administration, Adult Corrections, Commerce, Environmental Quality, Health and Human Services, Information Technology, Military and Veterans Affairs, Natural and Cultural Resources, Public Safety, Revenue, Transportation, and the Office of the Governor). 115 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 8 SIGNATURE PAGE IN WITNESS WHEREOF, this Agreement has been executed the day and year heretofore set out, on the part of the Department and the County by authority duly given. (DOCUSIGN ONLY) UNION COUNTY Authorized Signer: ___________________ Print Name: _________________________ Date Signed: ________________________ Title: ______________________________ If applicable, this Agreement has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Finance Signer: ______________________ Print Name: _________________________ Date Signed: ________________________ Title: ______________________________ Fed Tax ID No: ______________________ Remittance Address: ___________________________________________________________ Purchase Order, Ref. No., etc.: Accounts Payable Contact: ___________________________________ Name: _____________________________ Email: _____________________________ Phone Number: _____________________ DEPARTMENT OF TRANSPORTATION By: ________________________________ Print Name: _________________________ Date: ______________________________ Title: ______________________________ APPROVED BY BOARD OF TRANSPORTATION ITEM O: (DATE) Approved as to Legal Form: BTI 116 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000027773 1000027774 9 SIGNATURE PAGE IN WITNESS WHEREOF, this Agreement has been executed the day and year heretofore set out, on the part of the Department and the County by authority duly given. UNION COUNTY (INK SIGNATURES) Attest: Authorized Signer: ___________________ By: ________________________________ Print Name: _________________________ Title: ______________________________ Title: ______________________________ Date Signed: ________________________ If applicable, this Agreement has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Fed Tax ID No: ______________________ Finance Signer: _____________________ Remittance Address: Print Name: _________________________ ___________________________________ Title: ______________________________ ___________________________________ Date Signed: ________________________ Purchase Order, Ref. No., etc.: Accounts Payable Contact: ___________________________________ Name: _____________________________ Email: _____________________________ Phone Number: _____________________ DEPARTMENT OF TRANSPORTATION (DOCUSIGN) By: ________________________________ Print Name: _________________________ Date: ______________________________ Title: ______________________________ APPROVED BY BOARD OF TRANSPORTATION ITEM O: (DATE) 117 (CAROLINA WATER SERVICE)(UNION COUNTY WATER)(UNION COUNTY SEWER)(UNION COUNTY)(CAROLINA WATER SERVICE, INC. OF NORTH CAROLINA)UC AGREEMENTPLAN FORU-4714ACEXHIBIT A118 119 120 121 122 123 124 125 126 U-4714AC_ut_det_UC3A.dgn Default 2/4/2026 09:13:14127 U-4714AC_ut_det_UC3A.dgn Default 2/4/2026 09:14:18128 129 130 131 132 133 134 135 136 137 138 U-4714AC ut sew rdy7 UC09.dgn Default 1/23/2026 14:02:19139 U-4714AC_ut_sew_rdy9_UC10.dgn Default 2/4/2026 14:10:46140 141 142 143 144 145 146 147 148 149 150 151 152 153 U-4714AC ut sew UC23pfl.dgn Default 2/4/2026 14:17:50154 U-4714AC ut sew UC24pfl.dgn Default 2/4/2026 14:22:40155 Utility Owner:County:Route:Length:Prepared By:Checked By: Marco MenendezDate:Betterment Union County Line Item Item No. Pay Item Quantity Unit Union County Cost Responsibility1 0318000000-E Foundation Conditioning Material, Minor Structures 783 TONS 17%2 0321000000-E Foundation Conditioning Geotextile 3,759 SY 58%3 5691300000-E 8" Sanitary Gravity Sewer 1,228 LF 100%4 5801000000-E Abandon 8" Utility Pipe 91 LF 100%5 5775000000-E 4' Dia Utility Manhole 7 EA 100%6 5781000000-E Utility Manhole Wall 4' Dia. 26 LF 100%7 5326600000-E 16" Water Line 2,881 LF 43%8 5326200000-E 12" Water Line 3,281 LF 6%9 5540000000-E 6" Valve 1 EA 100%10 5558000000-E 12" Valve 8 EA 59%11 5558600000-E 16" Valve 2 EA 78%12 5666000000-N Fire Hydrant 1 EA 100%13 5673000000-E Fire Hydrant Leg 9 LF 100%14 5329000000-E Pounds of Ductile Iron Water Pipe Fittings 18,065 LBS 80%15 5835700000-E 16" Encasement Pipe 84 LF 100%16 5836000000-E 24" Encasement Pipe 126 LF 29%17 5836400000-E 36" Encasement Pipe 88 LF 53%18 5872500000-E Bore and Jack of 16" 84 LF 100%19 5872500000-E Bore and Jack of 24" 66 LF 55%20 5872500000-E Bore and Jack of 36" 88 LF 33%1,294,307.81$ Based on Utility Construction Plans- 02/06/2026(U-4714AC)Union County - BettermentUnionSR 1009Seth Shearon2/9/2026Opinion of Probable Construction Cost $UC AGREEMENTCOST ESTIMATIONFOR U-4714ACEXHIBIT B156 Project: U-4714AC UC-1 County: Union 2/18/2026 1/7 PROJECT SPECIAL PROVISIONS Utility Construction Union County (Seal) GENERAL CONSTRUCTION REQUIREMENTS: Specifications: The proposed water and sewer line construction shall meet the applicable requirements of the NC Department of Transportation “Standard Specifications for Roads and Structures” dated January 2024 (which includes measurement and payment); Union County’s “Sanitary Sewer and Water Specifications” revision #8 dated 5/13/25 and “Standard Details” dated 9/13/24, the notes and details provided in the construction plans and the provisions outlined below. Measurement and payment for proposed Utility Construction shall conform to the applicable requirements of the 2024 NCDOT Standard Specifications for Roads and Structures and as modified by these Special Provisions. If a discrepancy arises between the NCDOT Standard Specifications and Union County’s Sanitary Sewer and Water Specifications that is not related to measurement and payment, the more stringent requirement shall prevail. Owner: The existing water and sewer lines and service lines within Union County are owned by Union County and operated and maintained by Union County Water. The primary contact person for the owner is Mr. Thomas Mann, PE; office phone is 704-292-2560; cell phone is 803-622-8169. 1500-2 Cooperation with the Utility Owner: Page 15-1, Article 1500-2 Cooperation with the Utility Owner, lines 23 and 24, delete all of lines 23 and 24 and replace with the following paragraphs: DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED (S(S(S(S(S(S(S(S(S(S(S(S(S(S(S(S(SSeaeaeaeaeaeeeeaeaeelllll)l)l)l)l)ll))ll SPECIAL PROVISIONS FOR U-4714AC EXHIBIT C 157 Project: U-4714AC UC-2 County: Union 2/18/2026 2/7 Notify the utility owner at least 96 hours in advance of all arrangements for temporary service and for agreement with the utility owner as to the time that the service may be interrupted. Testing, inspection, and acceptance of water and sewer utility shall be in accordance with NCDEQ and Union County requirements. Contractor shall coordinate with Union County to ensure all testing, inspection, and documentation requirements are met Union County will notify water customers of planned service interruptions associated with work on the water and sewer lines. The contractor is responsible for notifying individual customers for service interruptions pertaining to service transfers and service repairs. Service transfers shall be performed during periods of convenience for individual water and sewer customers. After testing is approved, Contractor to coordinate with Union County field representative to determine and plan working transfers of water service from existing water lines to the new water lines with a minimum of service interruption for water customers. Utility Locations and Contractor Responsibility: Contractor is to notify NCDOT and Union County field representatives of any discrepancies between the plans and field conditions prior to proceeding with work. Placing Pipelines into Service: Coordinate with Union County field representative to develop a plan to connect the new water lines to existing water lines while minimizing water service interruptions For connections to existing water lines requiring a shutdown of the water system, contractor is to coordinate with Union County field representative. Provide a minimum of 96 hours of notice to field representative prior to the need for isolation of water lines to allow Union County time to notify Union County Operations staff, Union County Customer Care, emergency personnel, and customers of the planned service outage. Materials: Water line pipe of 6” and 8” diameter shall be Pressure Class 350 ductile iron pipe or PVC C900 pipe. 12” water line pipe shall be Pressure Class 350 ductile iron pipe. 16” water line pipe shall be Pressure Class 250 ductile iron pipe. Follow Union County specifications and NCDOT Section 1036. In addition to allowable restraining systems for restrained-joint ductile iron pipe as provided in the Union County specifications, field-locking gaskets are allowable as a restraining device. All 2” water line pipe shall be PVC 1120 SDR 21 in accordance with ASTM-D2241. Fittings for 2” PVC pipe shall be push-on joint PVC or threaded malleable iron. 158 Project: U-4714AC UC-3 County: Union 2/18/2026 3/7 All water service line ¾” thru 2” shall be Type “K” copper tubing with compression fittings. Splicing of copper service line of runs less than 100 feet will not be allowed. Provide and install a continuous segment of copper water service line between the corporation stop and water meter. Gravity sewer pipe shall be SDR 26 PVC pipe or Pressure Class 350 ductile iron pipe. Pressure Class 350 ductile iron pipe shall be furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104. All sewer lateral pipe shall be smooth-walled Schedule 40 PVC pipe in accordance with ASTMD1784, or Pressure Class 350 ductile iron pipe furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104. Provide and use #12 or #14 AWG stranded-copper wire with blue insulation for the utility locator wires on water pipe. Provide and use #12 or #14 AWG stranded-copper wire with green insulation for the utility locator wires on sewer pipe. Ductile iron sewer fittings shall have a ceramic epoxy lining, Tnemec 431 or equal, and seal coated in accordance with ANSI/AWWA A21.4/C104. Ductile iron water pipe and fittings shall meet the requirements of Section 1036-5 (Ductile Iron Pipe and Fittings) of the NCDOT Standard Specifications for Roads and Structures, January 2024. Valves, fire hydrants, corporation stops, saddles, and materials associated with water services shall meet the requirements for brand and model number as provided in the Union County Water “Sanitary Sewer and Water Specifications” revision #8 dated 5/13/25 and “Standard Details” dated 9/13/24. Water and sewer pipe for utility lines to be made in USA. 2” blow offs include MJ plug to match the diameter of the water pipe as required, 2” brass nipple, 2” brass pipe, 2” 90-degree bend, 2” coupling, 2” gate valve when required, valve box, concrete ring, and thrust blocking or restraint as required. Elevations of fire hydrants above finished grade to be within manufacturer’s recommendation. Elevations of fire hydrants to be determined by Contractor. No separate payment will be made for fire hydrant extensions. The cost of fire hydrant extensions is to be included in the unit price for fire hydrants. Provide and install materials for temporary connection between the existing and proposed water mains for testing as called for in the plans. Apparatus for chlorine injection for testing should be installed along the temporary connection whenever possible. Such materials and associated work for testing will be incidental to water line installation. No separate payment will be made for installation and removal of temporary connections. Testing and Sterilization: Water for filling and testing water lines will be provided by Union County. Tests shall be repeated until test results are satisfactory. 159 Project: U-4714AC UC-4 County: Union 2/18/2026 4/7 Samples for bacteriological testing will be collected by Union County personnel and tested at a laboratory under contract by Union County. Samples will typically be collected only on Wednesday mornings. Requests for sample collection must be made at least 48 hours in advance of the sample collection. Sample results will be available no sooner than 24 hours after the samples are delivered to the lab. There will be no cost to Contractor for sample testing for the first sample collected for each water line segment to be tested. Re-testing for failing bacteriological tests will be $50 per sample, payable to the testing laboratory, to be paid by contractor upon sample collection. Price is subject to change. Twelve Month Guarantee: (A) The Contractor shall guarantee materials and workmanship against latent and patent defects arising from faulty materials, faulty workmanship or negligence for a period of twelve months following the date of final acceptance of the work for maintenance and shall replace such defective materials and workmanship without cost to the Department or Union County. The Contractor will not be responsible for damage due to faulty design, normal wear and tear, for negligence on the part of the Department or Union County, and/or for use in excess of the design. (B) Where items of equipment or material carry a manufacturer’s guarantee for any period in excess of twelve months, then the manufacturer’s guarantee shall apply for that particular piece of equipment or material. Union County’s first remedy shall be through the manufacturer although the Contractor is responsible for invoking the warranted repair work with the manufacturer. The Contractor’s responsibility shall be limited to the term of the manufacturer’s guarantee. Union County would be afforded the same warranty as provided by the Manufacturer. This guarantee provision shall be invoked only for major components of work in which the Contractor would be wholly responsible for under the terms of the contract. Examples would include water and sewer pipe, valves, blow off assemblies, fire hydrants, and manholes. This provision will not be used as a mechanism to force the Contractor to return to the project to make repairs or perform additional work for which the Department or Union County would normally compensate the Contractor. In addition, routine maintenance activities (i.e. mowing grass, debris removal, ruts in earth shoulders,) are not parts of this guarantee. Appropriate provisions of the payment and/or performance bonds shall cover this guarantee for the project. Payment: No direct payment will be made for utility construction work required by the preceding provisions, which are general requirements applying to utility construction, and all the requirements stated will be considered incidental work, paid at the contract unit prices of the various utility items included in this contract. 160 Project: U-4714AC UC-5 County: Union 2/18/2026 5/7 Measurement and payment for work will be in accordance with the NCDOT Standard Specifications for Roads and Structures, January 2024, with the exception of the following: SP-1 RELOCATE SEWER LATERAL CLEAN OUT TO NEW RIGHT-OF-WAY Description: Locate and remove existing sewer clean out and lateral pipe and install new clean out and lateral pipe. Materials: Refer to Division 10 and Union County Specifications. Item Section Sanitary Sewer Pipe and Fittings 1034 Use any pipe specified under Section 1034 except where a particular type of pipe is specified in the plans or required by environmental regulations or Departmental or Union County policy. Verify the pipe is appropriate for the test pressure of the system and the external loading. For sewer services and laterals, use Schedule 40 PVC pipe or Pressure Class 350 ductile iron pipe furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104. Construction Methods: Locate existing sewer clean out at old roadway right-of-way line. Contact North Carolina 811 as needed to locate the existing sewer service line. Coordinate with sewer customer as needed to minimize disruption to service. Apply Section 1505 for excavation, trenching, pipe laying and backfill to sanitary sewer installation. Perform all excavation to uncover existing clean out, wye, and sewer lateral. Saw- cut and remove wye and vertical clean out pipe. Remove existing lateral pipe between the existing clean out and proposed clean out at the right-of-way or easement line shown in the plans. Install 4-inch minimum diameter sanitary sewer clean-out flush with finished grade on 4-inch and 6-inch service lines. Provide clean-outs at the right-of-way line and at changes in direction. Do not locate clean-outs within the roadway pavement or shoulders. Provide clean-outs no more than 50 feet apart when beyond the roadway shoulders. Provide and install Pressure Class 350 ductile iron pipe furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104 when required due to proximity to other utilities. Assemble pipe in accordance with the recommendations of the manufacturer. Connect pipe to the saw-cut end of the existing lateral pipe and extend new lateral pipe to the new clean out location. Extend new pipe at the same slope as the existing sewer lateral pipe on the “sewer side” of the saw-cut. Differences in the elevations between the new lateral pipe and the existing private sewer 161 Project: U-4714AC UC-6 County: Union 2/18/2026 6/7 lateral pipe at the right-of-way should be made up in the vertical clean out pipe using combination wyes as needed. Connect the existing sewer lateral pipe at the right-of-way to the new clean out. Provide sleeves or couplings as needed. Measurement and Payment: Relocate Sewer Lateral Clean Out to New Right-of-Way will be paid as the actual number of sewer clean outs relocated to the new right-of-way line, complete in place. Materials used for clean outs and extension of sewer service lines for which there is a pay item will be paid under the specific pay item, including Sanitary Sewer Clean-Out and Sewer Service Line. No extra payment will be made for work included in other pay items. No separate payment will be made for explorations, PVC fittings, adapters, couplings, or construction equipment. Pay Item: Pay Unit Relocate Sewer Lateral Clean Out to New Right-of-Way Each SP-2 REMOVE INTERCEPTOR TANK AND RECONNECT SEWER SERVICE Description: Locate and remove existing concrete sewer interceptor tanks and connect associated existing sewer service lines to new sanitary sewers. Provide clean outs as required. Materials: Refer to Division 10 and Union County Specifications. Item Section Sanitary Sewer Pipe and Fittings 1034 Use any pipe specified under Section 1034 except where a particular type of pipe is specified in the plans or required by environmental regulations or Departmental or Union County policy. Verify the pipe is appropriate for the test pressure of the system and the external loading. For sewer services and laterals, use Schedule 40 PVC pipe or Pressure Class 350 ductile iron pipe furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104. Construction Methods: Locate existing sewer interceptor tanks near old roadway right-of-way line. Contact North Carolina 811 as needed to locate the existing sewer service line and tank. Coordinate with sewer customer as needed to minimize disruption to service. The new mainline sewer must be installed, tested, approved, and permitted prior to removal of interceptor tanks and connection of new sewer service lines to the new sewer. Testing of the new mainline sewer is to include the sewer, sewer lateral service pipe to the clean out, and the clean 162 Project: U-4714AC UC-7 County: Union 2/18/2026 7/7 out. If the interceptor tank is in the way of the new lateral pipe or clean out, test as much lateral pipe as is available and install the clean out as part of the service reconnection. Apply Section 1505 for excavation, trenching, pipe laying and backfill to sanitary sewer installation. Furnish all equipment and materials necessary to perform all work. Excavate as needed to uncover the existing interceptor tank, clean out, and sewer lateral at each end of the tank. Pump all contents from the tank and dispose of the contents in a legal manner. Saw-cut lateral pipes entering and exiting the tank. Remove the tank and dispose of it at an environmentally approved location. Backfill and compact the excavation to finished service pipe elevation. Connect the new service pipe to the existing service pipe at the rear of the tank location and extend new service pipe to the proposed sewer clean out location at the right-of-way or permanent utility easement as shown in the plans. Install a plug on the saw-cut service line downstream of the tank location to complete abandonment of the old sewer service. Backfill and compact over the new service pipe to finished grade in accordance with the project specifications. Connection to the clean out and connection to the new sewer line must be accomplished immediately as an extension of this work to complete the new sewer service. Restore work areas in accordance with the project specifications and requirements. Install 4-inch minimum diameter sanitary sewer clean-out flush with finished grade on 4-inch and 6-inch service lines. Provide clean-outs at the right-of-way line and at changes in direction. Do not locate clean-outs within the roadway pavement or shoulders. Provide clean-outs no more than 50 feet apart when beyond the roadway shoulders. Provide and install Pressure Class 350 ductile iron pipe furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104 when required due to proximity to other utilities. Assemble pipe in accordance with the recommendations of the manufacturer. Differences in the elevations between the new lateral pipe and the existing private sewer lateral pipe at the right-of- way should be made up in the vertical clean out pipe using combination wyes as needed. Provide sleeves, bushings, or couplings as needed. Measurement and Payment: Remove Interceptor Tank and Reconnect Sewer Service will be paid as the actual number of interceptor tanks removed and services reconnected, complete in place. Materials used for clean outs and extension of sewer service lines for which there is a pay item will be paid under the specific pay item, including Sanitary Sewer Clean-Out and Sewer Service Line. No extra payment will be made for work included in other pay items. No separate payment will be made for explorations, PVC fittings, adapters, couplings, or construction equipment. Pay Item: Pay Unit Remove Interceptor Tank and Reconnect Sewer Service Each 163 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-259 Agenda Date:5/18/2026 TITLE:..title Contract - NCDOT Project U-4714BA (SR 1009 Old Monroe Road) - Utility PE and Construction Agreement INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with North Carolina Department of Transportation (NCDOT) substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Water (UCW)Capital Improvement Program (CIP)includes an allocation for the design and construction of water line and sewer line betterments related to NCDOT’s multi-phase project for the widening of Old Monroe Road.This agreement with NCDOT is for the phase of the Old Monroe Road widening project from Morningside Meadows Lane to South Fork Road.The water line betterments will increase the existing 6-inch water line to an 8-inch water line and will install a new 16-inch water transmission main to provide sufficient fire flow and pressure to meet future demand.The sewer line betterments will replace the existing 4-inch and 6-inch septic tank effluent gravity (STEG) wastewater collection system with standard 8-inch gravity sewer lines. The water and sewer betterments will be administered by NCDOT as part of the Old Monroe Road widening project.UCW will be responsible for reimbursing NCDOT for the betterment costs in a not to exceed amount of $3,221,261.68. FINANCIAL IMPACT: Funding is available within the adopted account 60185527 -853 West Zone Transmission Main Phase 4 to support the contract amount of $3,221,261.68. Union County, NC Printed on 5/4/2026Page 1 of 1 powered by Legistar™164 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 1 AGREEMENT OVERVIEW NORTH CAROLINA UNION COUNTY DATE: 3/18/2026 PARTIES TO THE AGREEMENT: PROJECT NUMBERS: NORTH CAROLINA DEPARTMENT OF TRANSPORTATION TIP #: U-4714BA WBS ELEMENTS: PE 39078.1.9 AND CON 39078.3.10 UNION COUNTY The purpose of this Agreement is to identify the participation in project costs, project delivery and/or maintenance, by the other party to this Agreement, as further defined in this Agreement. SCOPE OF PROJECT (“Project”): This Project consists of water line relocation and betterments related to widening SR 1009 (John Street / Old Monroe Road) to multi-lanes from west of Morningside Meadow Lane to Indian Trail Road. ESTIMATED COST TO OTHER PARTY: $ 3,221,261.68 ESTIMATED COST TO OTHER PARTY (PE): $ 8,261.68 ESTIMATED COSTS TO OTHER PARTY (CON): $ 3,213,000.00 PAYMENT TERMS: Union County will submit payment upon execution of agreement. MAINTENANCE: Union County is responsible for all utility maintenance. EFFECTIVE DATES OF AGREEMENT: START: Upon Full Execution of this Agreement END: When work is complete and all terms are met. This Agreement is made and entered into on the last date executed below, by and between the North Carolina Department of Transportation, an agency of the State of North Carolina, hereinafter referred to as the Department and the Union County, hereinafter referred to as the County; and collectively referred to as the Parties. The Parties to this Agreement, listed above, intend that this Agreement, together with all attachments, schedules, exhibits, and other documents that both are referenced in this Agreement and refer to this Agreement, represents the entire understanding between the Parties with respect to its subject matter and supersedes any previous communication or agreements that may exist. 165 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 2 I. WHEREAS STATEMENTS WHEREAS, this Agreement is made under the authority granted to the Department by the North Carolina General Assembly under General Statutes of North Carolina (NCGS), particularly Chapter 136-27.1 and 136-27.3; and, WHEREAS, the Department has plans to make certain street and highway constructions and/or traffic control improvements; and, WHEREAS, the County has requested that the Department perform work or provide services; and, WHEREAS, the Parties hereto wish to enter into an agreement for scoped work to be performed or provided by the Department (including construction, reviews, goods, or services) with reimbursement for the costs thereof by the County as hereinafter set out; and, WHEREAS, the Department and the County have agreed that the jurisdictional limits of the Parties, as of the date of entering the agreement for the above-mentioned project, are to be used in determining the duties, responsibilities, rights, and legal obligations of the Parties hereto for the purposes of this Agreement. NOW, THEREFORE, this Agreement states the promises and undertakings of each party as herein provided, and the Parties do hereby covenant and agree, each with the other, as follows: II. RESPONSIBILITIES A. DEPARTMENT The Department shall be responsible for all phases of project delivery to include utility relocation, and construction, and/or maintenance as shown in the PROJECT DELIVERY REQUIREMENTS Provision. B. COUNTY The County shall be responsible for maintenance as shown in the PROJECT DELIVERY REQUIREMENTS Provision and payment as shown in the COSTS AND FUNDING Provision. III. PROJECT DELIVERY REQUIREMENTS A. PRELIMINARY ENGINEERING i. At the request of the County, the Department will provide design services for the required relocation and/or betterment of the County’s utility lines as affected by Project U-4714BA. The work is described as follows: water line design. 166 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 3 ii. The Department will ensure the design of municipal utility relocation is performed by professional engineering services. If the Department revises highway plans, then the County reserves the right to re-engineer relocation plans. iii. Upon the satisfactory completion of the utility construction plans covered under this Agreement, the County shall review and approve the plans, the associated estimated utility construction cost, and special provisions to be made part of the Department’s roadway contract for highway construction. The County shall release the Department of any future responsibility for the design of the utility construction plans. Said releases shall be deemed to be given by the County upon completion of the plans, estimate, special provisions and acceptance by the Department and County for the plans to be made part of the highway contract. B. CONSTRUCTION i. At the request of the County the Department shall place provisions in the construction contract for Project U-4714BA, for the contractor to adjust and relocate utility lines and/or provide betterment. The work is described as follows: water line relocation. ii. Said work shall be accomplished in accordance with plan sheets, attached hereto as Exhibit “A”, cost estimate attached hereto as Exhibit “B”, and project specific provisions, if applicable, attached hereto as Exhibit “C”. iii. The Department’s Standard Special Provisions binds the contractor to guarantee materials and workmanship against latent and patent defects arising from faulty materials, faulty workmanship or negligence for a period of twelve months following the date of final acceptance of the work for maintenance and shall replace such defective materials and workmanship without cost to the Department. The highway contractor will not be responsible for damage due to faulty design, normal wear and tear, for negligence on the part of the Department, and/or for use in excess of the design. Where items of material carry a manufacturer’s guarantee for any period in excess of twelve months, then the manufacturer’s guarantee shall apply to that particular piece of material. Appropriate provisions of the payment and/or performance bonds shall cover this guarantee for the project. Should any failure result from the conditions found in this section the Department would then enter into a Contract with the County for reimbursement to be made to the County for necessary repairs performed by the County and/or its contractor. The Utility Relocation Agreement would be issued by the NCDOT Utilities Unit and the repairs would be coordinated between the County and the Department’s assigned Resident Engineer. C. MAINTENANCE AND OPERATIONS i. Upon satisfactory completion of the utility relocations and successful placement of the utility lines into service, the County shall assume responsibility for the normal maintenance and operation of the utility lines. Upon completion of the construction of the 167 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 4 highway project, the County shall release the Department from any and all claims for damages in connection with adjustments made to its utility lines; and, further, the County shall release the Department of any future responsibility for the cost of maintenance to said utility lines. The Department will invite the County to the Final Inspection meeting with its contractor and will include the County in the project acceptance notification. Said releases shall be deemed to be given by the County upon completion of construction of the project and its acceptance by the Department from its contractor unless the County notifies the Department, in writing, to the contrary prior to the Department’s acceptance of the project. ii. The County obligates itself to service and to maintain its facilities to be retained and installed over and along the highway within the Department’s right-of-way limits in accordance with Paragraph B. i., the mandate of the North Carolina General Statutes and such other laws, rules, and regulations as have been or may be validly enacted or adopted, now or hereafter. iii. If at any time the Department shall require the removal of or changes in the location of the encroaching facilities which are being relocated at the County’s expense, the County binds itself, its successors and assigns, to promptly remove or alter said facilities, in order to conform to the said requirement (if applicable per G.S. 136-27.1), without any cost to the Department. IV. COSTS AND FUNDING A. PROJECT COSTS i. The County shall be responsible for relocation, and/or betterment, costs for utility work as shown on the attached Exhibit “A”. The estimated cost to the County is $3,221,261.68 as shown on the attached Exhibit “B”. ii. Upon request by the County, the Department will provide the County with an updated estimate of the utility work based on the bid amounts in the awarded highway contract. iii. It is understood by both Parties that this is an estimated cost for the utility work described in this Agreement and is subject to change. iv. If the County does not approve the anticipated cost increases, the Department will cease work on the Project. Any funding provided by the County that is unused will be returned to the County. v. A supplemental agreement will be generated to document increased cost participation by the County. The County shall not unreasonably withhold consent to amending this agreement to account for documented cost increases. 168 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 5 B. PAYMENT BY THE COUNTY i. Upon completion of the plans, the Department shall submit an itemized invoice to the County for costs incurred. Billing will be based upon the negotiated cost and any supplemental agreements made part of this agreement. Reimbursement shall be made by the County in one final payment within sixty (60) days of said invoice. ii. Upon the satisfactory completion and the County’s acceptance of the relocations and adjustments of the utility lines covered under this Agreement, the Department may at its discretion submit an itemized invoice to the County for partial costs incurred for the utility work. The partial cost invoice will not exceed 90% of the total utility work cost estimate. Upon completion of the highway work, the Department shall submit an itemized invoice to the County for the balance of unpaid costs incurred for the utility work. Billings will be based upon the actual bid prices and the actual quantities used. iii. Reimbursement payments shall be made in full by the County within sixty (60) days of said invoices. iv. If the County does not pay said invoices within sixty (60) days of the date of the invoice, the Department shall charge interest on any unpaid balance at a variable rate of the prime plus one percent (1%) in accordance with G.S. 136-27.3. v. Any cost incurred due to additional utility work requested by the County after award of the construction contract, shall be solely the responsibility of the County. The County shall reimburse the Department 100% of the additional utility cost. vi. In the event the County fails for any reason to pay the Department in accordance with the provisions for payment hereinabove provided, North Carolina General Statute 136- 41.3 authorizes the Department to withhold so much of the County’s share of funds allocated to said County by North Carolina General Statute, Section 136-41.1, until such time as the Department has received payment in full. C. DOWN PAYMENT OR PRE-PAYMENT At any time prior to final billing by the Department, the County may prepay any portion of the estimated cost by sending payment in accordance with the attached “Remittance Guidance”. The Department will provide a final billing based on the fixed cost, less any previous payments that have been made. V. STANDARD PROVISIONS A. AGREEMENT MODIFICATIONS 169 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 6 Any modification to scope, funding, responsibilities, or time frame will be agreed upon by all Parties by means of a written supplemental agreement. B. ASSIGNMENT OF RESPONSIBILITIES The Department must approve any assignment or transfer of the responsibilities of the County set forth in this Agreement to other parties or entities. C. AGREEMENT FOR IDENTIFIED PARTIES ONLY This Agreement is solely for the benefit of the identified Parties to the Agreement and is not intended to give any rights, claims, or benefits to third parties or to the public at large. D. OTHER AGREEMENTS The County is solely responsible for all agreements, contracts, and work orders entered into or issued by the County to meet the terms of this Agreement. The Department is not responsible for any expenses or obligations incurred for the terms of this Agreement except those specifically eligible for the funds and obligations as approved by the Department under the terms of this Agreement. E. TITLE VI The other party to this Agreement shall comply with Title VI of the Civil Rights Act of 1964 (Title 49 CFR, Subtitle A, Part 21) and related nondiscrimination authorities. Title VI and related authorities prohibit discrimination on the basis of race, color, national origin, disability, gender, and age in all programs or activities of any recipient of Federal assistance. F. AUTHORIZATION TO EXECUTE The Parties hereby acknowledge that the individual executing this Agreement has read this Agreement, conferred with legal counsel, fully understands its contents, and is authorized to execute this Agreement and to bind the respective Parties to the terms contained herein. G. DEBARMENT POLICY It is the policy of the Department not to enter into any agreement with parties that have been debarred by any government agency (Federal or State). By execution of this agreement, the County certifies that neither it nor its agents or contractors are presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in this transaction by any Federal or State Agency or Department and that it will not enter into agreements with any entity that is debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in this transaction. H. INDEMNIFICATION 170 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 7 To the extent authorized by state and federal statutes, the County will indemnify and hold harmless the FHWA (if applicable), the Department and the State of North Carolina, their respective officers, directors, principals, employees, agents, successors, and assigns from and against any and all claims for damage and/or liability, including those that may be initiated by third parties, in connection with the Project activities performed pursuant to this Agreement including construction of the Project, except for those claims arising out of the errors, omissions, or negligence of the Department, its respective officers, directors, principals, employees, agents, successors, and assigns. I. AVAILABILITY OF FUNDS All terms and conditions of this Agreement are dependent upon, and, subject to the allocation of funds for the purpose set forth in the Agreement and the Agreement shall automatically terminate if funds cease to be available. J. COUNTERPARTS AND ELECTRONIC SIGNATURES i. This Agreement, and other documents to be delivered pursuant to this Agreement, may be executed in one or more counterparts, each of which will be deemed to be an original copy and all of which, when taken together, will be deemed to constitute one and the same agreement or document and will be effective when counterparts have been signed by each of the Parties. An image of a manual signature on this Agreement, or other documents to be delivered pursuant to this Agreement, will constitute an original signature for all purposes. The delivery of copies of this Agreement or other documents to be delivered pursuant to this Agreement, including executed signature pages where required, by electronic transmission will constitute effective delivery of this Agreement or such other document for all purposes. ii. The Parties hereto further acknowledge and agree that this Agreement may be signed and/or transmitted by email or a PDF document or using electronic signature technology (e.g. DocuSign, Adobe Sign, or other electronic signature technology), and that such signed record shall be valid and as effective to bind the Party(ies) so signing as a paper copy bearing a handwritten signature. By selecting "I Agree”, “I Accept”, or other similar item, button, or icon via use of a keypad, mouse, or other device, as part of the electronic signature technology, the Parties consent to be legally bound by the terms and conditions of Agreement and that such act constitutes a signature as if actually signed in writing. The Parties also agree that no certification authority or other third-party verification is necessary to validate its electronic signature and that the lack of such certification or third- party verification will not in any way affect the enforceability of its electronic signature; however, each Party agrees to maintain certification records and will produce said records upon request. The Parties acknowledge and agree that delivery of a copy of this Agreement or any other document contemplated hereby through the electronic signature 171 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 8 technology, will have the same effect as physical delivery of the paper document bearing an original written signature. K. GIFT BAN By Executive Order 24, issued by Governor Perdue, and NCGS 133-32, it is unlawful for any vendor or contractor (i.e. architect, bidder, contractor, construction manager, design professional, engineer, landlord, offeror, seller, subcontractor, supplier, or vendor), to make gifts or to give favors to any State employee of the Governor’s Cabinet Agencies (i.e. Administration, Adult Corrections, Commerce, Environmental Quality, Health and Human Services, Information Technology, Military and Veterans Affairs, Natural and Cultural Resources, Public Safety, Revenue, Transportation, and the Office of the Governor). 172 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 9 SIGNATURE PAGE IN WITNESS WHEREOF, this Agreement has been executed the day and year heretofore set out, on the part of the Department and the County by authority duly given. (DOCUSIGN ONLY) UNION COUNTY Authorized Signer: ___________________ Print Name: _________________________ Date Signed: ________________________ Title: ______________________________ If applicable, this Agreement has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Finance Signer: ______________________ Print Name: _________________________ Date Signed: ________________________ Title: ______________________________ Fed Tax ID No: ______________________ Remittance Address: ___________________________________________________________ Purchase Order, Ref. No., etc.: Accounts Payable Contact: ___________________________________ Name: _____________________________ Email: _____________________________ Phone Number: _____________________ DEPARTMENT OF TRANSPORTATION By: ________________________________ Print Name: _________________________ Date: ______________________________ Title: ______________________________ APPROVED BY BOARD OF TRANSPORTATION ITEM O: (DATE) Approved as to Legal Form: BTI 173 ACCOUNTS RECEIVABLE UTILITY PE and CONSTRUCTION AGREEMENT 1000028469 1000028516 10 SIGNATURE PAGE IN WITNESS WHEREOF, this Agreement has been executed the day and year heretofore set out, on the part of the Department and the County by authority duly given. UNION COUNTY (INK SIGNATURES) Attest: Authorized Signer: ___________________ By: ________________________________ Print Name: _________________________ Title: ______________________________ Title: ______________________________ Date Signed: ________________________ If applicable, this Agreement has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Fed Tax ID No: ______________________ Finance Signer: _____________________ Remittance Address: Print Name: _________________________ ___________________________________ Title: ______________________________ ___________________________________ Date Signed: ________________________ Purchase Order, Ref. No., etc.: Accounts Payable Contact: ___________________________________ Name: _____________________________ Email: _____________________________ Phone Number: _____________________ DEPARTMENT OF TRANSPORTATION (DOCUSIGN) By: ________________________________ Print Name: _________________________ Date: ______________________________ Title: ______________________________ APPROVED BY BOARD OF TRANSPORTATION ITEM O: (DATE) 174 POOL .02.01.02.003.02.02VAR..02.02.02VAR..02VICINITY MAP N.T.S. END CONSTRUCTION BEGIN CONSTRUCTION 4 5 6 7 8 9 10 BEGIN CONSTRUCTION -Y- STA. 10+70.00 -Y1- STA. 11+55.00 -Y3- STA. 11+70.00 END CONSTRUCTION END CONSTRUCTION BEGIN CONSTRUCTION -Y4- STA. 11+90.00 END CONSTRUCTION BEGIN CONSTRUCTION -Y5- STA. 11+60.00 BEGIN CONSTRUCTION -Y7- STA. 10+20.00 END CONSTRUCTION END CONSTRUCTION BEGIN CONSTRUCTION -Y--L- -L-MEADOW LNMORNINGSIDE-Y1--Y2-DRMEADOWSPARK-Y3--Y4--Y5--Y7--Y8--Y9--Y10-- Y11-LNCHESTNUT-Y6-(FUTURE)CHESTNUT CONNECTOR POPLAR GLEN DRSR 2661S R 1 4 2 8 E NCHANTED DRSR 1435K-LINE RDBRYSON RDSR 1387RESCUE RDWILLIAMSSR 1390RDWOODLAND SR 1391TRAIL RDWAXHAW-INDIANSR 1008TRAI L RD SR 1 00 8WAXHAW-I NDI ANS O UT HF O R K R D SR 1371 OLD MONROE RDSR 1009 MONROE RD OLD SR 1009 11-Y2- STA. 11+29.46 BEGIN CONSTRUCTION -Y6- STA. 12+85.00 -Y8- STA. 11+65.00 -Y9- STA. 11+80.00 -Y10- STA. 10+00.00 -Y10- STA. 22+95.00 -Y11- STA. 10+50.0090% PLANSU-4714BBFUTURE -LBA- BEGIN CONSTRUCTION BEGIN TIP PROJECT U-4714BA -L- POT STA. 193+50.61 LB= END TIP PROJECT U-4714AC -L- POT STA. 10+00.00 LA END CONSTRUCTION -L- STA. 78+12.35 LA -LBA- STA. 10+00.00 LB= -L- STA. 81+12.42 -LBA- STA. 13+00.00= -LBA- POT STA. 17+74.95 -L- POT STA. 85+85.86= BEGIN FUTURE TIP PROJECT U-4714BB END TIP PROJECT U-4714BA RAILROAD CSX RAILROAD CSX Burnt Mill Creek IslandCreek Creek INTERSTATE 40 INTERSTATE 40 17 17 17 INTERSTATE 140 117 132 132 117 117 132 74 74 74 Atlantic Ocean17 BUS 17 BUS 17 BUS 76 76 74 7476 117 132 County Airport New Hanover GRANT KINGS MARKET ST KING JR PKWYMARTIN LUTHER EASTWOOD RDWRIGHTSVILLE BEACH WRIGHTSVILLE INLET MASONPOINT HOWIE Howie Creek Pages Creek Br a dle y Cr ee kEa st Pr o n g B radley C reek W e st P rong AIRLIEBradley Creek OGDEN Spring Branch Creek Murraysville Creek E veretts KIRKLAND N. M ARKET ST S. COLLEGE RDPROJECT BEGIN PROJECT END TIDAL FLATS WILMINGTON CITY OF CUTOFF RDMILITARYCity Limits Wilmington N. M ARKET ST VICINITY MAP N.T.S. DO NOT USE FOR CONSTRUCTION PRELIMINARY PLANS 09/08/991/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\U-4714BA_UC_TSH.dgnKrantzRT SEAL 0 0 0 PROFILE (HORIZONTAL) GRAPHIC SCALES PLANS PROFILE (VERTICAL) 0 00 SHEET NO. UC-1 UTILITY CONSTRUCTION PLANS STATE OF NORTH CAROLINA DIVISION OF HIGHWAYS T.I.P. NO. 50 50 50 50 2010510 25 100 25 100 INDEX OF SHEETS OWNERS ON PROJECT WATER AND SEWER FAX (919) 250-4151 PHONE (919) 707-6690 RALEIGH NC 27699-1555 1555 MAIL SERVICES CENTER UTILITIES UNIT DIVISION OF HIGHWAYS XX DEPART ME NT OF TRANSPORTATION STATE OF NORTH CAROLI NAUTILITIES REGIONAL ENGINEER UTILITIES ENGINEER UTILITIES AREA COORDINATOR UTILITIES COORDINATORCONSULTANT CONTACT #3 CONSULTANT CONTACT #1 CONSULTANT CONTACT #2 PREPARED IN THE OFFICE OF UNTIL ALL SIGNATURES ARE COMPLETED DOCUMENT NOT CONSIDERED FINAL PREPARED IN THE OFFICE OF NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins St., Suite 1400 STV Engineers, Inc. COST BREAKDOWN LEGEND THE LIMITS ESTABLISHED BY METHOD III CLEARING ON THIS PROJECT SHALL BE PERFORMED TO UNION COUNTY SEAN STEPHENS, PE See Sheet UC-2 For Standard Symbology Sheet See Sheet UC-1 For Index of Sheets DESCRIPTION:SHEET NO.: ROBERT KRANTZ, PE ADAM J. PRESLAR DONALD E. HAMPTON LYNN BASINGER STEVE TREXLER WATER (B) SANITARY SEWER - UNION COUNTY (A) WATER - UNION COUNTY WATER PROFILE SHEETS SHEETS ABANDONMENT & ADJUSTMENT UTILITY CONSTRUCTION SHEETS DETAILS NOTES UTILITY SYMBOLOGY TITLE SHEET UC-62, UC-65 - UC-67 UC-40 - UC-44, UC-51 - UC-57, UC-22 - UC-28, UC-38 UC-4 - UC-10, UC-20 UC-3B - UC-3J UC-3 - UC-3A UC-2 UC-1 STATE COST BETTERMENT UNION COUNTY (WESLEY CHAPEL-STOUTS RD) MORNINGSIDE MEADOW LANE TO EAST OF SR 1377 LOCATION: SR 1009 (OLD MONROE ROAD) FROM WEST OF TYPE OF WORK: WATER LINE AND SANITARY SEWER RELOCATIONS U-4714BA TIP PROJECT: U-4714BANAD 83 NA 2011 NAD 83 NA 2011 EXHIBIT A AGREEMENT PLANS 175 UC-2U-4714B RFH RWM PWM GV REM WM PS(W) LS LS/BP BV TGV PFH BO RRPZ RBFP PRPZ PBFP REM FH STATE OF NORTH CAROLINA DIVISION OF HIGHWAYS TEL PED AR UV CP SP PS(SS)1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC2.dgnKrantzRT5/14/99SHEET NO.PROJECT REFERENCE NO. HH T C 11‚ Degree Bend 22• Degree Bend 45 Degree Bend 90 Degree Bend Plug Cross Tee Reducer Relocate Fire Hydrant Relocate Water Meter Gate Valve Remove Water Meter Line Stop Line Stop with Bypass Butterfly Valve Tapping Valve Blow Off Relocate DCV Backflow Preventer Relocate RPZ Backflow Preventer Remove Fire Hydrant Utility Pole with Base Underground Power Line UTILITIES PLAN SHEET SYMBOLS Power Pole Telephone Pole Joint Use Pole Telephone Pedestal Thrust Block NOTE Trenchless Installation Encasement by Open Cut Encasement PAY ITEM Plan Note Pay Item Note Underground Telephone Cable Underground Telephone Conduit Underground Fiber Optics Telephone Cable Aboveground Water Line Underground TV Cable Underground Water Line Underground Fiber Optics TV Cable Underground Gas Pipeline Aboveground Gas Pipeline Underground Gravity Sanitary Sewer Line Aboveground Gravity Sanitary Sewer Line Underground SS Forced Main Line Underground Unknown Utility Line * * * * * * * * * * Water Manhole Power Manhole Telephone Manhole Sanitary Sewer Manhole SUE Test Hole H-Frame Pole Hand Hole for Cable Power Transformer Telephone Pedestal CATV Pedestal Gas Valve Gas Meter Located Miscellaneous Utility Object Abandoned According to Utility Records End of Information Power Transmission Line Tower * A/G Gas A/G Sanitary Sewer A/G Water PROPOSED WATER SYMBOLS Water Line (Sized as Shown) Water Meter Fire Hydrant Water Pump Station RPZ Backflow Preventer DCV Backflow Preventer (Sized per Note) Manhole Sewer Pump Station PROPOSED SEWER SYMBOLS (Type as Shown) Utility Line Drawn from Record (Type as Shown) Designated Utility Line (Sized as Shown) Gravity Sewer Line (Sized as Shown) Force Main Sewer Line E.O.I. AATUR (Type as Shown) Utility Line by Others Air Release Valve Utility Vault Concrete Pier Steel Pier For Existing Utilities PROPOSED MISCELLANEOUS UTILITIES SYMBOLS EXISTING UTILITIES SYMBOLS REV: 2/1/2012 Sanitary Sewer Cleanout Fire Hydrant Water Valve Water MeterTPower Pole Telephone Pole Joint Use Pole Utility Pole W P T 176 U-4714B RTK DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 2/24/2026\\stvgroup.stvinc.com\v3\DGPA\Vol3\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\U-4714B_UC_UC3_A.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZENGINEERPROFESSION A LNORTH CAR O LIN A STRUCTURES" DATED JANUARY 2024. SPECIFICATIONS FOR ROADS AND TRANSPORTATION'S "STANDARD OF THE NC DEPARTMENT OF SHALL MEET THE APPLICABLE REQUIREMENTS 1. THE PROPOSED UTILITY CONSTRUCTION DEPARTMENT. ALLOWED, BUT ARE NOT BINDING UPON THE OR IS SECONDARY TO THIS CONTRACT ARE WORK THAT IS NOT PART OF THIS CONTRACT UTILITY OWNER AND CONTRACTOR FOR THE ENGINEER. AGREEMENTS BETWEEN THE CONTRACT UNLESS AUTHORIZED BY THE NOT BINDING UPON THE DEPARTMENT OR THIS THE CONTRACTOR AND UTILITY OWNER ARE COMMUNICATIONS AND DECISIONS BETWEEN ADMINISTRATIVE AUTHORITY. CONSTRUCTION CONTRACT AND HAS THE DEPARTMENT. THE DEPARTMENT OWNS THE UTILITY FACILITIES AFTER ACCEPTANCE BY UTILITY FACILITIES AND WILL OWN THE NEW 4. THE UTILITY OWNER OWNS THE EXISTING INSPECTION OF CONSTRUCTION AND TESTING. PROGRESS AND PROVIDE OPPORTUNITY FOR REPRESENTATIVES INFORMED OF WORK INTERRUPTION. KEEP UTILITY OWNERS' AND ONE WEEK PRIOR TO SERVICE WEEKS PRIOR TO COMMENCEMENT OF ANY WORK PERSONNEL AND THE UTILITY OWNER TWO CONSTRUCTION. NOTIFY DEPARTMENT REPRESENTATIVES TO ALL PHASES OF PERSONNEL AND THE OWNER'S 5. PROVIDE ACCESS FOR THE DEPARTMENT GENERAL NOTES: DIRECTED. FIT THE ACTUAL CONDITIONS, OR AS INDICATED ON THE PLANS, AS REQUIRED TO WORK TO THE EXISTING SYSTEM WHERE 6. MAKE FINAL CONNECTIONS OF THE NEW STANDARD SPECIFICATIONS. RECORDS" IN SECTION 1500 OF THE PROJECT. SEE 1500-7, " SUBMITTALS AND APPROVED PRIOR TO DELIVERY TO THE 9. ALL UTILITY MATERIALS SHALL BE NECESSARY. WEEKENDS, AT NIGHT, AND ON HOLIDAYS IF REQUIREMENTS. MAKE CONNECTIONS ON ACCORDANCE WITH THE UTILITY OWNER'S ENDANGERING THE UTILITY SERVICE, AND IN CONVENIENT TO THE PUBLIC, WITHOUT AND PROPOSED UTILITIES AT TIMES MOST 8. MAKE CONNECTIONS BETWEEN EXISTING UTILITY CONSTRUCTION APPLICABLE PLUMBING CODES. PERFORM ALL WORK IN ACCORDANCE WITH THE RESOURCES, WATER QUALITY SECTION. ENVIRONMENT QUALITY, DIVISION OF WATER NORTH CAROLINA DEPARTMENT OF OF THE RULES AND REGULATIONS OF THE LINES TO BE INSTALLED WITHIN COMPLIANCE PUBLIC WATER SUPPLY SECTION. ALL SEWER DIVISION OF WATER RESOURCES, DEPARTMENT OF ENVIRONMENTAL QUALITY, REGULATIONS OF THE NORTH CAROLINA WITHIN COMPLIANCE OF THE RULES AND 3. ALL WATER LINES TO BE INSTALLED COST TO THE DEPARTMENT. OR BETTER CONDITION AT NO ADDITIONAL TO EXISTING FACILITIES TO THE ORIGINAL FACILITIES. REPAIR ANY DAMAGE INCURRED AND FOR AVOIDING DAMAGE TO EXISTING CONSTRUCTION OF THE PROPOSED UTILITIES FACILITIES AS NECESSARY FOR THE AND TYPE MATERIAL OF THE EXISTING DETERMINING THE EXACT LOCATION, SIZE, UTILITIES. MAKE INVESTIGATIONS FOR TYPE OF MATERIAL FOR ALL EXISTING INFORMATION FOR THE LOCATION, SIZE, AND 7. THE PLANS DEPICT THE BEST AVAILABLE PROJECT SPECIFIC NOTES: . UNION COUNTY WATER 2. THE EXISTING UTILITIES BELONG TO UC-3 THE PROPOSED RELOCATION TIE-IN POINTS AS NEEDED ON EXISTING WATER LINES AT METHOD SHALL BE PROVIDED BY CONTRACTOR BLOCKING, RODDING, OR OTHER APPROVED 6. CONCRETE THRUST BLOCKING, WALL OWNER. BETWEEN THE CONTRACTOR AND THE PROPERTY AN ENCROACHMENT IS TO BE AGREED UPON 5. IF ADDITIONAL WORK SPACE IS NEEDED, CONTROL MEASURES, AS DIRECTED. 4. THE CONTRACTOR SHALL USE EROSION INFORM THEM. GAS COMPANY AT (704) 525-5585 AND CONTRACTOR SHALL CALL PIEDMONT NATURAL HORIZONTALLY) OF A GAS MAIN THEN THE 12" IN ANY DIRECTION (VERTICALLY OR SANITARY SEWER MAIN IS INSTALLED WITHIN 3. IF THE PROPOSED WATER AND/OR UNION COUNTY WATER REPRESENTATIVE. UTILITY FACILITIES AFTER ACCEPTANCE BY UTILITY FACILITIES AND WILL OWN THE NEW 2. THE UTILITY OWNER OWNS THE EXISTING SPECIFICATIONS. WATER, NCDOT, AND NCDEQ STANDARD LINES TO BE TESTED PER UNION COUNTY 1. ALL CONSTRUCTED AND PROPOSED WATER ACCORDANCE WITH ANSI/AWWA A21.4/C104. TNEMEC 431 OR EQUAL, AND SEAL COATED IN BE FURNISHED WITH CERAMIC EPOXY LINING, 16. ALL DUCTILE IRON SEWER PIPE SHALL ANSI/AWWA A21.4/C104. AND SEAL COATING IN ACCORDANCE WITH BE FURNISHED WITH CEMENT MORTAL LINING 15. ALL DUCTILE IRON WATER PIPE SHALL UNION COUNTY FIELD REPRESENTATIVE. TIE-IN OPERATIONS. COORDINATE WITH MINIMUM OF 96 HOURS IN ADVANCE OF SHUTDOWNS OF WATER LINESFOR TIE-INS A 14. CONTRACTOR SHALL COORDINATE ABANDONMENT OF EXISTING WATER LINES. 1530 "ABANDON OR REMOVE UTILITIES" FOR 13. CONTRACTOR SHALL ADHERE TO SECTION MANUFACTURER. DEFLECTION RECOMMENDED BY THE JOINT MORE THAN HALF THE MAXIMUM NEARLY AS POSSIBLE. DO NOT DEFLECT ANY GRADIENT OR FOLLOW TRUE CURVES AS 12. LAY PIPE STRAIGHT IN ALIGNMENT AND LOCATIONS. DEPTH AND MATERIAL AT PROPOSED TIE-IN CONTRACTOR TO VERIFY ACTUAL WATER LINE WORK, SOFT DIGS SHALL BE PERFORMED BY 11. WELL IN ADVANCE OF BEGINING UTILITY LINES TO BE DUCTILE IRON PC250. BE DUCTILE IRON PC350, AND 16" WATER 10. ALL PROPOSED 6"-12" WATER LINES TO SEPARATION CANNOT BE MAINTAINED. ALONG THE LENGTH OF MAINS WHERE MINIMUM EITHER SIDE OF THE CROSSINGS, AND ALL USED FOR BOTH MAINS TO 10 FEET ON MAINTAINED, DUCTILE IRON PIPE SHALL BE THE ABOVE MINIMUM SEPARATIONS CANNOT BE WATER MAINS ARE BELOW SEWER MAINS OR WATER MAINS OVER SEWER MAINS. WHEN SEPARATION SHALL BE MAINTAINED BETWEEN HORIZONTAL SEPARATION OR 18" VERTICAL 9. MINIMUM PIPE SEPARATION: 10 FEET EXCAVATION AND/OR PIPE INSTALLATION. UTILITIES ENCOUNTERED DURING TRENCH PROTECT ANY EXISTING UNDERGROUND 8. THE CONTRACTOR SHALL SUPPORT AND PRIOR TO CONSTRUCTION. DEPTH OF ALL UNDERGROUND UTILITIES CONTRACTOR SHALL VERIFY LOCATION AND COMPLETENESS OF THE INFORMATION. THE ACCURACY OF LOCATION, SIZE, DEPTH, OR WILL NOT BE HELD RESPONSIBLE FOR THE OPERATIONS. NCDOT, DESIGN CONSULTANT FOR THE UTILITIES DURING CONSTRUCTION THE CONTRACTOR IN PROVIDING PROTECTION SHOWN ON THE PLANS IS FOR THE USE OF 7. THE LOCATION OF EXISTING UTILITIES AT NO COST TO UNION COUNTY OR NCDOT. BETWEEN THE WATER LINE AND WATER METER COPPER SERVICE LINE IS TO BE INSTALLED OF CONSTRUCTION, A NEW REPLACEMENT PIPE IS DAMAGED DURING THE COURSE MATER. IN THE EVENT A WATER SERVICE BETWEEN THE CORPORATION STOP AND WATER SEGMENT OF COPPER WATER SERVICE LINE PROVIDE AND INSTALL A CONTINUOUS WILL NOT BE ALLOWED FOR ANY CASE. METER AND EXISTING OR NEW WATER LINES COPPER SERVICE LINE BETWEEN THE WATER TYPE "K" COPPER TUBING. SPLICING OF 22.PROPOSED WATER SERVICE LINE SHALL BE LINES FOR WATER RELOCATION. TELECOMMUNICATION AND OTHER UTILITY EXCAVATING AROUND AND BENEATH RELOCATED 21. INSTALLATION OF PIPE MAY REQUIRE BEFORE REMOVING VALVE BOX. 20. WHEN ABANDONING VALVES, CLOSE VALVE STAFF. OPERATED BY UNION COUNTY OPERATIONS 19. EXISTING WATER VALVES ARE TO BE RESULTS FROM OUTSIDE TESTING LABS. UNION COUNTY WILL NOT ACCEPT TEST LABORATORY. PRICE IS SUBJECT TO CHANGE. PREVAILING RATES OF THE TESTING BACTERIOLOGICAL SAMPLES AT THE COSTS RELATED TO RE-TESTING FOR FAILING CONTRACTOR WILL BE RESPONSIBLE FOR SAMPLES COLLECTED FOR EACH SEGMENT. BACTERIOLOGICAL TESTING FOR THE FIRST WILL BE NO COST TO THE CONTRACTOR FOR AND PRESSURE TESTING ACCORDINGLY. THERE 9:00 AM. SCHEDULE WATER INSTALLATIONS ON WEDNESDAY MORNINGS, USUALLY BEFORE TESTING. SAMPLES WILL BE COLLECTED ONLY COLLECTS SAMPLES FOR BACTERIOLOGICAL CHLORINATION TEST REPORT. UNION COUNTY PRESSURE TEST REPORT AND THE WATER MAIN BE COPIED ON BOTH THE WATER MAIN COUNTY WATER. UNION COUNTY WATER WILL CONSTRUCTION UNTIL AUTHORIZED BY UNION SERVICE SHALL BE MADE DURING 18. NO INTERRUPTION OF EXISTING WATER WATER MAY INSPECT THE WORK AT ANY TIME. OF UNION COUNTY WATER. UNION COUNTY PROGRAM MANAGER, CONTRACTOR MUST CONTACT THOMAS MANN,CIP 17. PRIOR TO THE START OF PROJECT, 177 U-4714B RTK DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC3_B.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A UTILITY CONSTRUCTION UC-3A PROJECT SPECIFIC NOTES: LINES AND SERVICES. INSPECTIONS OF NEW WATER AND SEWER PRESENT AND ASSIST WITH FINAL 24.UTILITY CONTRACTOR(S) SHALL BE SUPPLY SECTION. APPROVALS FROM NCDEQ PUBLIC WATER NEEDED AS PART OF THE FINAL PERMIT AS-BUILTS ARE RECEIVED AS AS-BUILTS ARE FROM CONTRACTOR AND NCDOT UNTIL UNION COUNTY WILL NOT ACCEPT THE WORK SUBMISSION TO NCDOT TO UNION COUNTY. THE SAME PDF FILES REQUIRED FOR REQUIRED BY THE SPECIFICATIONS, PROVIDE UTILITY. IN ADDITION TO THE HARD COPIES PROVIDE AS-BUIT PLANS OF THE INSTALLED SUBMITTALS AND RECORDS, CONTRACTOR TO 23. IN ACCORDANCE WITH SECTION 1500-7 - EXITING SYSTEM. CONTRACTOR TO SCHEDULE TIE-INS TO THE SECTION, UNION COUNTY WILL WORK WITH ACCEPTANCE BY PUBLIC WATER SUPPLY PUBLIC WATER SUPPLY SECTION. UPON THE WATER IMPROVEMENTS FROM NCDEQ COUNTY WILL THEN REQUEST ACCEPTANCE OF COUNTY FOR REVIEW AND COMMENT. UNION THE WATER LINE IMPROVEMENTS TO UNION SYSTEM, PROVIDE RED-LINE MARK-UPS OF WATER PIPE TO THE EXISTING WATER ISOLATION FOR CONNECTION OF THE NEW PRIOR TO REQUESTING WATER SYSTEM TESTING AND BACTERIOOGICAL TESTING AND UTILITY. UPON COMPLETION OF PRESSURE PROVIDE AS-BUILT PLANS OF THE INSTALLED SUBMITTALS AND RECORDS,CONTRACTOR TO 22. IN ACCORDANCE WITH SECTION 1500-7 - 178 720720 720720720720720720 720 72072 0720720720720725 725 725 725725725725725725725725725725725725 72572572572572572573073073 0730730730 730 730 730730730730730730730730730730730730730730730 7 3 0730735735 735 735735735735735735735735735735735735735735740740740740740740740 740740740740745745745745745745 745745745745745745750750750750750750750 750750750 75575575575575575515" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 263 48" WD48" WD60" CONC 1SFD GDK CONC BST CONC 60" CONC 60" CONC 10' GR GR GR10' GR GR GRCONCCONCCONCCONCCONC CONCCONC CONC CONC CONC CONC BSTCONC CONC GR 1SBKBUS 1SBKBUS GR S GWALL48" CHL&WD48" CHL 48" WW/WD1SBKD 1SBKD 1SBKD CONC 1SFD G DK CONCCONCCONC 48" WW/WD 72" WD 72" WD 48" WW/ WD48" CHL48" CHL18" CONC BLK 36" WDs s9' BSTG 48" CHL48" CHL 48" CHL60" CONC CONC S72" WD72" WD 1SBKD1SBKD 1SFD 72" WD 72" WDS S SSS S S2SFD 2SFD S S CONC G S 18"CONCBLK GR GATE GATE48" CHL48" CHL48" CHL48" CHL 48" CHL48" CHL48" CHL48" CHL48" CHL 48" CHL 48" CHL48" CHLSS784 267 264 265 271 273 780781 783 782 780 779 778 777 274 275 276 776 270 30' BST BST 10.5' 18.5' BST SR 1009 OLD MONROE ROAD 27' BST SWEETBRIAR DR 18.5' BSTH OM EW OO D W A Y 18' BST WD 1SFD 1SFD 45.12 10+68.68L STATIONElv. 733.78TH 1 EIPEIP EIP EIP EIP EIP EIP EIP 10' DRAINAGE EASEMENT 10' DRAINAGE EASEMENT JEAN ALEXANDER LOT 18 PB 4 PG 189 DB 6611 PG 385 N 34°11'34" W 100.00' N 34°11'34" W 100.00' N 34°11'34" W 100.00' N 34°11'34" W 100.00'N 55°48'26" E180.00'S 55°48'26" W180.00'N 34°11'34" W 100.00' N 34°11'34" W 100.00' N 34°11'34" W 99.98' S 34°11'34" E 165.00'S 55°47'56" W180.00'N 32°53'28" E209.92'S 55°47'56" W180.00'S 34°11'34" E 164.69'N 19°20'57" E288.57'N 72°53'56" E164.69'N 05°48'07" E209.92'N 72°53'56" E165.00'S 32°03'26" W278.29'S 85°47'40" E 116.23' S 85°47'40" E 125.00' S 85°47'40" E 113.29' N 04°12'20" E 80.00' N 04°12'20" E 80.00'S 52°03'15" W161.43'N 52°03'25" E184.30'S 58°30'32" W207.91'S 51°15'12" W238.56'S 51°18'36" W262.17'S 51°31'52" W261.58'S 51°44'44" W236.08'N 51°34'57" E210.84'S 51°50'07" W185.95'S 51°50'07" W159.81'S 51°50'07" W127.44'N 25°03'35" W 140 .96' N 25 °03'35" W 102 .76' N 25 °03'35" W 52.00' S 52°18'59" E 50.00' S 52°19'03" E 54.31' S 51°35'44" E 52.93' S 86°18'35" E 210.00' S 51°04'10" E 68.55' S 51°04'10" E 44.86' S 51°04'10" E 76.96' S 51°04'10" E 34.88'S 04°10'52" W336.26'S 03°43'12" W26.74'S 51°04'10" E 118.93'N 04°10'28" E224.60'N 04°09'27" E294.10'S 17°43'50" W139.32'S 51°04'10" E 136.30' S 51°04'10" E 7.68'S 89°41'50" W 252.26'N 56°56'10" W 198.56'N 3 3 ° 2 8' 1 6 " E8 5.10' N 43°46'19" W 111.73' S 43°46'19" E 132.24'N 72°43'13" E144.36'EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W 7.13'+93.55 56.14'+75.2252.95' +76.27 53.26'+40.3253.28'+60.34JAMES HAMILTON TURNER, JR JENNIFER J DUNN AND WIFE, DANNY F. DUNN KATHRYN E. GUTHRIE BENJAMIN A. GUTHRIE AND SPOUSE, POLE HELENA B. 317 PROPERTIES, LLCDAWN M. SHERIN DAWN M. SHERIN AND WIFE, TIMOTHY L. SHERIN TIMOTHY L. SHERINTIMOTHY L. SHERINTIMOTHY L. SHERINJEAN ALEXANDER JEAN ALEXANDER ALEXANDER J. POLITES HAZEL FOSTER LINA M. ALEXANDER WILLIAM LARRY ALEXANDER AND SPOUSE, LINDA L MARX BRUCE R. MARX ANTONIOS K. PANOU AND WIFE, TIFFANY M. BUTCHER DAMON S. BUTCHER & WIFE DIANA K. BENVENUTI EDWARD R. BENVENUTI, JR. AND LYNETTE G SIKES VAN HENERY LUKENS JUDY E AND VIRGINIA RUSSELL DANNY K PHIFER BRENDA E PATRICIA G. GABRIEL-BURNICK AND WIFE FREDERICK M. BUNICK AND WIFE STEPHANIE FREED DAVID AARON FREED DANIEL DEBERRY SHENITA DEBERRY AND ISABEL RUEDA ABAD AND WIFE ERIK K ROWLETT SHARON L. SULLIVAN AND WIFE ROBERT M. SULLIVAN LOT 2PB 4 PG 189DB 3025 PG 664LOT 3PB 4 PG 189DB 3025 PG 664LOT 1 PB 4 PG 189 DB 6611 PG 385 LOT 20 PB 4 PG 189 DB 6611 PG 385 LOT 6 PB 7 PG 37A DB 6781 PG 554 LOT 5 PB 7 PG 37A DB 0916 PG 792 LOT 4 PB 7 PG 37A DB 4555 PG 131 LOT 3 PB 7 PG 37A DB 5887 PG 181 LOT 2 PB 7 PG 37A DB N/F PG N/F LOT 1 PB 7 PG 37A DB 4142 PG 876 DB 3524 PG 722 DB 911 PG 697 DB 5944 PG 570 DB 3771 PG 446 DB 1169 PG 823 DB 6767 PG 593 DB N/F PG N/F DB 5164 PG 730 DB 1349 PG 699 DB 7094 PG 100 LOT 10 PB A PG 50B LOT 11 PB A PG 50B DB 6706 PG 257 LOT 12 PB A PG 50B DB N/F PG N/F LOT 13 PB A PG 50B DB N/F PG N/F LOT 14 PB A PG 50B DB 1639 PG 0293 LOT 15 PB A PG 50B DB 3744 PG 322 LOT 16 PB A PG 50B DB 3836 PG 464 DB 7235 PG 204 LOT 15 PB A PG 50B DB 3744 PG 322 AND WIFE STEPHANIE FREED DAVID AARON FREED LOT 15 PB A PG 50B DB 3744 PG 322 LOT 15 PB A PG 50B DB 3744 PG 322 DB 6005 PG 222 DB 1653 PG 327 LOT 1PB 4 PG 189DB 3025 PG 664S 51°08'36" E 208.44' N 56°56'10" W 198.08' STALLINGS POINTE LLC MARK DAVID BROOME DEPARTMENT OF TRANSPORTATOIN DB 8501 PG 0722TT784 780781 783 778 777 776 SVC300 PR UNK SIZE/COPPER 300 PR 400 PR MCNC, 144 STR 6 ", PL Gas Company Inc.Piedmont Natural MCNC, 144 STR, FO T T HH 45.12 10+68.68L STATIONElv. 733.78TH 1 and delays in Duke Energy project plan revisions completion. Failure to do so may result finalized, as the project design nears decisions are made and plans are subsequent project changes before need to be contacted to review any/all Lead/Senior Engineering Technologist Duke Energy designated Designer and representation of final design. The acquisition decisions, nor as a should not be used for property or PUE preliminary plan only. This drawing Duke Energy submits this drawing as a and delays in Duke Energy project plan revisions completion. Failure to do so may result finalized, as the project design nears decisions are made and plans are subsequent project changes before need to be contacted to review any/all Lead/Senior Engineering Technologist Duke Energy designated Designer and representation of final design. The acquisition decisions, nor as a should not be used for property or PUE preliminary plan only. This drawing Duke Energy submits this drawing as a HHMCI/VERIZON F F F F F C F F FF F F 151 4 5 6 7 8 2 8Z PROP 2'-6" C&G PROP 5' SIDEWALK PROP 2'-6" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND 100'R 60'R PROP RAISED MEDIAN U-4714A DESIGN BY OTHERS PROP 2'-9" C&G 50'R PROP 10' MUP -L- POT STA. 10+00.00 LA BEGIN TIP PROJECT U-4714BA -L- POT STA. 193+50.61 LB= END TIP PROJECT U-4714AC O 24" RCP-III HEADWALL HEADWALL 15" RCP-IV EST. 145 S.Y. GEOTEXTILE EST. 55 TONS TOTAL CL-I OUTLET PROTECTION RCP-IV 15" INV. =718.0' INV. =716.2' 15" RCP-III (DETAIL 4-3) SKEW=45 BURIED W/ CONC. SILL 72" CL-V RCP 100 S.Y. GEOTEXTILE EST. 40 TONS CL-I RIP RAP GRADE TO DRAIN 21 S.Y. GEOTEXTILE EST. 8 TONS CL-B RIP RAP 72" RCP-V (BURIED 1') 0412 0402 04100408 0409 0411 0413 0401 0405 0404 0406 0419 0420 0425 0424 0426 050604220423 0421 0418 0416 0415 0414 (TYP.) 1'-6" THICK CL-I RIPRAP EST. 50 C.Y. TOTAL EXCAVATION (TYP.) 1'-6" THICK CL-I RIPRAP 30" RCP-III U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC4.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A NAD 83/ NA 2011 MATCHLINE - SEE SHEET UC-5UC-4 TYPE OF FITTINGS WILL VARY BASED ON FIELD CONDITIONS. ON THIS PLAN SHEET IS 2675 POUNDS. THE ACTUAL QUANTITY AND THE ESTIMATED QUANTITY OF DUCTILE IRON WATER PIPE FITTINGS 12" HDPEOTCB FES 36" RCP36" RCPFESFES FES FES FESFES FES FES FESFES FES FES FES FES 60.00'INV=728.2 TOP=730.5 15" RCP-IV DI DI DI CB CB CB CB CB CB CB CB CB CB CBCB 15" RCP-III REMOVE REMOVEREMOVE REMOVEREMOVE15" RCP-III INV=723.4 TOP=727.3 INV=721.7 TOP=726.0 INV=721.8 TOP=725.5 15" RCP-IV INV=722.1 TOP=725.8 15" RCP-III CB 18" RCP-IV INV=721.8 TOP=727.4 24" RCP-IV 24" R CP-IV 24" RCP-IV CB INV=722.4 TOP=725.5 INV=719.1 INV=721.6 INV=738.0 TOP=741.9 18" RCP-IV 18" RCP-IV 18" RCP-IV INV=719.6 O INV=724.2 TOP=727.4 15" RCP-I VINV=721.6' DI 14 S.Y. GEOTEXTILE EST. 5 TONS CL-B RIP RAP 7 S.Y. GEOTEXTILE EST. 2 TONS CL-B RIP RAP72" RCP-V (BURIED 1') OEP INV=727.3 TOP=730.7 INV=736.7 TOP=740.8 INV=733.0 TOP=736.8 INV=727.3 TOP=731.8 INV=724.7 TOP=728.6 INV=721.9 TOP=725.5 INV=722.6 TOP=725.5 INV=734.1 TOP=736.4 INV=737.1 TOP=739.3 8"PVC 8"PVC 8"PVC ONLYDIRECTION6"PVCSVC SVCSVCSVC6 ", AC SVCSVCSVCSVCUnion Co. Public Works9+00 10+0011+00 12+00 13+00 14+00 15+00 16+00 17+00 10+00 11+00 12+00 13+00 14+00 15+00 16+00 17+00 193° 196°106° (CONTINUED ON UC-5) INSTALL NEW CLEAN-OUT EXTEND TO NEW R/W AND EXIST. 4" SEWER SERVICE AND CONTRACTOR TO FIELD LOCATE GV PFHBOGV GV SSCO SSCO SSCO SSCO SSCO 20 LF 24" ENCASEMENT PIPE GRAVITY SEWER 10 LF 8" SANITARY 16" VALVE -WL2- STA. 10+13.21 710 LF 16" WATER LINE -SS1- PVC SDR35 5 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT -WL2- STA. 10+55.18 -WL2- STA. 10+19.06 OF EXIST. 8" SEWER SDR 26, MAINTAIN SLOPE & INVERT STUB-OUT OF MANHOLE #3A W/ PVC -SS1- PVC SDR 26 -WL1- STA. 12+61.13 8"X8"X6" FH TEE -WL2- STA. 10+03.21 2" VALVE 11 LF 2" WATER LINE -WL2- RJ DIP PC250 71 LF 8" SANITARY GRAVITY SEWER -SS1- DIP PC350 40 LF 16" ENCASEMENT PIPE270 LF 8" SANITARY GRAVITY SEWER 4' DIA. UTILITY MANHOLE SSMH-2, -SS1- STA. 0+70.63 4' DIA. UTILITY MANHOLE SSMH-1, -SS1- STA. 0+00.00 4' DIA. UTILITY MANHOLE 2" BLOW OFF E:1494645.1291 N: 488019.3952 TIP PROJECT U-4714A BY OTHERS CONNECT TO 16" WATER LINE -WL2- STA. 9+98.00 OUTSIDE DROP MANHOLE SSMH-3, -SS1- STA. 3+40.30 -WL1- STA. 10+08.21 16" PLUG W/ 2" TAP TIP PROJECT U-4714A BY OTHERS CONNECT TO 6" WATER LINE -WL1- STA. 8+78.26 -WL1- STA. 9+03.26 BEND RADIUS: 459.0' END STA: 11+45.76 BEGIN STA: 11+23.97 -WL1- DEFLECTION RECONNECT WATER METER BEND RADIUS: 459.0' END STA: 10+94.28 BEGIN STA: 10+65.13 -WL1- DEFLECTION 8" VALVE -WL1- STA. 10+12.95 RECONNECT WATER METER -WL1- STA. 9+84.69 8"X6" REDUCER 107 LF 6" WATER LINE RECONNECT WATER METER -WL1- STA. 9+03.26 -WL1- RJ DIP PC350 WATER METER RECONNECT RECONNECT WATER METER -WL1- RJ DIP PC350, 3748 LF TOTAL 725 LF 8" WATER LINE BEND RADIUS: 459.0' END STA: 13+23.45 BEGIN STA: 13+17.28 -WL1- DEFLECTION -WL1- STA. 15+66.91 -WL1- STA. 15+96.57 20 LF 16" ENCASEMENT PIPE BEND RADIUS: 459.0' END STA: 16+54.42 BEGIN STA: 16+32.79 -WL1- DEFLECTION BEND RADIUS: 459.0' END STA: 16+76.13 BEGIN STA: 16+54.42 -WL1- DEFLECTION -WL2- RJ DIP PC250, 7,865 LF TOTAL 179 715715715 720 720 720 720720725 725 725725 725725725725725725725725725725725725725725725725 725730730730730730730730730730 730 730 7 3 0 730730730730730730730730730 730 7307307307307 3 0 730730 730730730730730730730730 730730730730730730730730730730730730730730730730730730730730730730730735735735735735 735 120" BST 60" CONC CONC GR 18" RCP SS FLAG(3) GUY GUY(2) GUY(2) FLAG(3) S 120" BST CONC 15" CMP ONLY DIRECTION 15" CMP 18" RCP 15" RCP 15" CMP15" CMP18" RCPDI DI15" RCP15" RCP 15" RCP 15" RCP15" RCP18" RCP 18" RCP15" RCP15" RCP 15" RCP15" RCPDI DI 15" RCP CANOPYS72" CHL & 3SBW48" WW/WD 1SFD1SFD1SFD1SFD2SFD2SFD1SBKD1SBKDCANOPYCANOPYGGS2SFDG1SFDCONCCONCDKGR12' GR48" WW/WD72" W D 72" WD 72" WD 72" WD72" WDSDKCONC CONCCONCCONCCONCCONCCONCCONCCONCCONCCONCCONC60" CONCCONC 48" WD60" CONC60" CONCCONCBLK DK48" CHL48" CHL48" C H LCONCCONC72" W DG R CON C60" WW/WDBK1SBKDBSTCONC72" WD72" W D 60" CONC48" CONC48" CONC48" CONC 2SBKFD 2SBKFD 2SBKFD 2SFDSDK 48" WW/WD 48" WW/WD 48" WW/WD GATEGATE CONCCONC 48" WW/WD 48" WW/WD CONC CONC CONCBKCONCCONC48" WW/WD CONC 48" CONC CONC2SFD 2SBKFD2SBKFD2SBKFD1SBKD CONC G CONC CONCCONCCONCCONC CONC CONC 60" CONC 60" CONC 10' BSTBST 72" WD 72" WD 72" WD72" WD72" WD72" WD 36" WD36" WD48" WW/WD48" WW/WD48" WW/WD48" WDGRGRWALL SR 1009 OLD MONROE RD BST S 60" WW/WD CONCGATE CONC CONC COLUMNS3-ROCK &3-ROCK &CONC COLUMNS60" VINYL SDKDKDKS SS 24" C&G24" C&G24" C&G24" C&G24" C&G24" C&G24" C&G24" C&G 24" C&G 24" C&G 24" C&G 773 282 281 278 279 280 283 770 284 774 26.5' BSTMORNINGSIDE MEADOW LN 30' BSTBLUEBONNET LN 24' BST SR 2661 POPLAR GLEN DR 22' BSTS S MTRMTR MTR MTR MTRMTRMTR PARK MEADOW DR. 24' BST20' BSTSR 1428 ENCHANTED DR 42.61 20+29.07L STATIONElv. 725.49TH 3 41.15 26+87.78L STATION Elv. 723.02TH 7 MON MON MON MON EIP EIP EIP N 56°56'10" W 198.08'N 3 3 ° 2 8' 1 6 " E8 5.10'S 32°30'57" W177.38'S 32°30'57" W50.00'N 32°53'15" E76.90'S 82°02'11" W39.29'S 67°39'19" W48.04'S 67°39'19" W85.55'S 67°39'19" W80.42'S 67°39'19" W66.62'S 67°39'19" W75.92'S 27°22'23" E 128 .66' N 17°09'50" W12 7.26' N 17°09'50" W1 20.14'N 17°09'50" W11 2.56'N 50°35'37" E140.41'S 33°11'23" W153.72'N 45°34'18" E9.86'N 45°28'24" E74.48'N 45°28'24" E77.67'N 45°28'24" E75.66'N 45°28'24" E40.24'S 38°19'47" E 145.28' S 44°31'36" E 144.21' S 46°58'45" E 143.73' S 53°39'04" E 136.15' S 55°36'45" E 76.46'S 13°25'49" W125.07'S 08°18'46" W166.28'S 08°18'37" W172.04'N 08°18'46" E159.46'S 08°18'46" W130.00'S 12°08'29" E151.57' S 44°16'13" E 192.30' N 67°41'55" W 82.45' N 67°41'46" W 60.66'S 47°21'11" W33.56'S 47°01'11" W41.29'N 81°41'14" W53.99'N 81°41'14" W119.57'S 82°03'56" E35.31' N 17°09'50" W1 13.67'S 17°09'50" E113.83' N 20 °43'27" W 114.89' N 31°13'34" W 129.26'N 72°50'07" E107.37'S 17°05'21" E159.22'S 17°05'21" E159.06'N 17°05'21" W15 8.89'N 72°50'07" E75.05'N 72°50'07" E23.35'S 72°50'07" W81.94'N 72°50'11" E43.03'N 72°50'07" E49.92'N 72°50'07" E6.81'N 17°01'06" W16 3.02'N 17°01'06" W16 2.47' N 17°01'06" W1 61.93'S 72°37'27" W123.30'S 72°37'27" W124.97'N 24 °01'59 " W EXISTING R/W EXISTING R/W EXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/W EXISTING R/WS 47°21'11" W117.89'S 47°21'11" W22.38'S 38°18'08" E 645.04'DB 7105 PG 1SYED ADNAN & ASHA MOHAMMEDMAHESWARA SURAPUNENI100.28'100.27'100.27'N 51°48'31" E100.26'N 51°48'31" E100.25'N 52°18'25" E100.20'N 52°18'26" E100.20'N 52°18'36" E99.38'N 52°19'55" E95.85'N 52°20'59" E93.36'N 52°21'21" E93.19'N 52°21'21" E93.19'N 51°48'31" E93.19'N 51°48'31" E100.28'22.00'22.00' S 38°10'34" E 22.00'22.00' S 38°15'30" E 20.00'22.00' S 38°10'34" E 22.00' 7.08' S 35°03'40" E 14.94' S 30°10'26" E S 32°00'30" E 20.45' S 36°54'12" E 7.31' 14.70'22.00' S 38°11'29" E 21.11' 22.00'22.00'22.00'22.00' N 38°11'29" W 22.00'22.00'22.00'22.00'22.00' N 38°11'29" W 22.00'22.00'22.00' S 28°24'05" E 1.70' S 28°24'05" E 13.78' S 30°10'26" E 8.51'S 51°47'17" W93.12'93.12'93.12'93.12'93.14'93.14'22.00'22.00' S 38°12'43" E 22.00'22.00'22.00' 22.00'22.00'22.00'22.00' N 38°12'43" W 19.66'22.00' DB 7133 PG 718 NVR INC DB 6788 PG 279EDNA MAY BROOME29.06'+13.27 57.14' +73.68 56.14'+75.2224.79'+24.04 25.15' +31.08 19.99' +36.26 30.16'+30.82AND SPOUSE, LINDA L MARX BRUCE R. MARX AND WIFE, TIFFANY M. BUTCHER DAMON S. BUTCHER & WIFE DIANA K. BENVENUTI EDWARD R. BENVENUTI, JR. & WIFE DIANA K. BENVENUTI EDWARD R. BENVENUTI, JR. RICHARD P. BROOME TARA A. GARTON AND WIFE ERIC W. GARTON OWNER LLC 2015A PROPERTY MANAGEMENT LLC FULCRUM PROPERTY TODD SHANE LAMBERT AND BELINDA ANDERSON GERALD ANDERSON MELINDA C.STEAGALL AND WIFE SHAWN D. STEAGALL JOHN H. GRAY WIFE MELANIE S. HAILE CLAYTOM A. HAILE AND TAYLOR ARMEN WORTH AND WIFE CINDI S HUNT FREDRICK G. AND TABITHA N. HANKINS HANKINS DANIEL R. TAMARA J. HARLE MARK O REA AND ELISAVET H MANTIS BILL SHARON L. SULLIVAN AND WIFE ROBERT M. SULLIVAN QUENTIN VUURMANS MAXIMILLIAN CHESTER HOMEOWNERS ASSOCIATION, INCMORNINGSIDE MEADOWS DAVIS A GOODSON CHRISTINE S GOODSON SUSAN A RAY DAVID L RAY DANKA RUDZIEWICZ JACEK RUDZIEWICZ 2014-1 IH BORROWER, LP KIMBERLY A ELSASSER KORRY L HUMPHREY MALIA WILLIAMS SEAN ERIC WILLIAMS JEFFREY A ALRED JACQUELINE W WILSON JOHNATHAN M WILSON PARK MEADOWS DEVELOPMENT, LLC ASSOCITATION, INC MEADOWS HOMEOWNERS MORNINGSIDE JORNAN JOHNSONJORNAN JOHNSONPB F PG 844 DB 5117 PG 448DB 5117 PG 448 PB F PG 844 DB 7235 PG 204 DB 1414 PG 136 PB F PG 844 DB 3792 PG 326 PB F PG 844 DB 1925 PG 671 PB F PG 844 DB 3187 PG 441 (EXHIBIT A-12) PB F PG 844 DB 6236 PG 590 PB F PG 844 DB 6018 PG 858 PB F PG 844 DB 3681 PG 307 DB 1414 PG 136 PB F PG 844 COS PB F PG 844 DB 3763 PG 122 PB F PG 844 DB 3527 PG 548 PB F PG 844 DB 1583 PG 535 DB 6788 PG 279 PB F PG 433 DB 7105 PG 1DB 5944 PG 570 DB 1349 PG 699 DB 5164 PG 730 DB 6384 PG 217 DB 4384 PG 168 DB 4772 PG 275 DB 4383 PG 049 DB 748 PG 242 DB 6633 PG 613 DB 6262 PG 577 DB 5228 PG 034 DB N/F PG N/F DB N/F PG N/F DB 5654 PG 477 DB N/F PG N/F DB N/F PG N/F DB 4862 PG 513 DB 7105 PG 1DEVELOPMENT, LLC PARK MEADOWS DB N/F PG N/F PARK MEADOWS DEVELOPMENT, LLC PB F PG 433 DB 6788 PG 279 N 56°56'10" W 198.56' MARK DAVID BROOME TRANSPORTATION DEPARTMENT OF DB 8501 PG 0722 TT TCTTT E OI TTCC T C T C C TC C T CT T TS TS 96 FO 432 FO 6" PLASTIC CTTCTCCCTCTT50 PR50 PRTCTCHH 400 PR 400 PR 400 PR 360 FO 96 FO 432 FO 144 FO 25 PR24 FO 24 FO 200 PR 200 PR 200 PR300 PR2" MDPE2" MDPE 2" MDPE 2" PLASTICLP T T T C C C 25 PR 25 PR25 PR50 PR 50 PR 50 PR 50 PR 200 PR 300 PRMTR X4 LS LP 100 PR100 PR 100 PR100 PR6" PLASTIC 2" PLASTIC2" PLASTIC 2" PLASTIC2" PLASTICEOI 773775 Gas Company Inc.Piedmont Natural COAX ProgressDuke Energy HHMCI/VERIZON HHMCI/VERIZON F F F C F C F C F F F F C F C F F F F F F F F C F F F20252 10 11 8Z 15 13 12 16 17 19 20 9 14 18 MATCH EXISTING -Y1- POC STA. 11+55.00 END CONSTRUCTION MATCH EXISTING -Y3- POT STA. 11+70.00 END CONSTRUCTION MATCH EXISTING -Y- POT STA. 10+70.00 BEGIN CONSTRUCTION PROP 5' SIDEWALK PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-9" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND PROP 5" MONO ISLAND PROP 5" MONO ISLAND PROP 5' SIDEWALK50'R 60'R50'R45'R 35'R 35'R45'R 60'R PROP RAISED MEDIAN PROP 5' SIDEWALK PROP 10' MUP PROP 10' MUP 15" RCP-III 15" RCP-III 15" RCP-IV 15" RCP-IV 15" RCP-III 24" RCP-III 15" RCP-III RCP-IV 15" 15" RCP-IV 0501 0502 0507 0506 0512 0510 0503 0504 0505 0508 0511 0524 0523 0527 0525 0526 0514 0513 0515 0516 0528 0529 0520 0539 0538 05370533 0530 0518 0536 0534 0532 0535 0531 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC5.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A NAD 83/ NA 2011 UC-5 MATCHLINE - SEE SHEET UC-4MATCHLINE - SEE SHEET UC-6TYPE OF FITTINGS WILL VARY BASED ON FIELD CONDITIONS. ON THIS PLAN SHEET IS 5235 POUNDS. THE ACTUAL QUANTITY AND THE ESTIMATED QUANTITY OF DUCTILE IRON WATER PIPE FITTINGS WATER LINE. 3. 8" VALVE TO BE CLOSED UPON ACTIVATION OF 16" & 8" 2. SSMH-4 NO LONGER INCLUDED. SEWER. APPROX. LOCATION SHOWN. 1. CONTRACTOR TO FIELD LOCATE EXIST. 4" SANITARY NOTES: FES FES FES FESFES CB(2) CB FES FES FES FES 15" HDPECB CB CB CBCB CB CB FES CB 60.00'60.00'40.0 0' 50.00'DRAINGRADE TOINV=723.2 TOP=727.4 INV=723.7 TOP=727.9 INV=724.9 TOP=727.2 INV=725.6 TOP=728.6 INV=726.4 TOP=729.4 INV=725.8 TOP=729.4 INV=727.3 TOP=730.3 INV=727.9 TOP=731.1 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-III 15" RCP-IV 15" RCP-III 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-III 15" RC P-IV 18" R CP-III 18" RCP-III18" RCP-III15" RCP-III DI DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB INV=727.3 CB CB REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE O.E.P O.E.P INV=724.4 TOP=729.1 INV=724.9 TOP=728.6INV=724.8 TOP=728.4 INV=726.9 TOP=729.9 INV=726.7 TOP=729.9 INV=726.0 TOP=728.3 INV=724.6 TOP=728.5 INV=725.5 INV=723.9 TOP=728.3 INV=728.5 TOP=730.8 REMOVE RETAIN RETAIN RETAINRETAIN RETAINRETAINRETAINRETAIN RETAIN RETAINRETAIN RETAINRETAINRETAINRETAINCB 15" RCP-IV CB INV=727.1 TOP=730.7 CB15" RCP-IV INV=728.1 TOP=731.1 CB 15" RCP-IV 15" RCP-IV INV=724.4 TOP=727.4 GRADE TO DRAININV=727.5 TOP=729.8 INV=728.0 TOP=732.2 INV=726.3 TOP=730.2 INV=724.8 TOP=728.3 RCP -IV 18 " 24" RCP-IV24" RCP-IV DI RCP-IV 15" INV=727.0 TOP=730.1 INV=722.3 TOP=725.8 INV=723.8 TOP=727.9 INV=723.0 TOP=725.8 INV=724.8 TOP=727.7 INV=727.4 TOP=730.3 INV=726.0 TOP=729.3 INV=724.9 TOP=728.6ONLYDIRECTION6"PVCONLY DIRECTION 4"DIP 8"PVC 8"PVCONLYDIRECTION4"PVC ONLY DIRECTION 4"PVC 8"PVC 8"PVC8"PVCO NLY DIRECTIO N 4"PVC ONLYDIRECTION4"PVC ONLYDIRECTION4" PVC ONLYDIRECTION4" PVC8"PVC 8"PVC8"PVC8" PVCONLYDIRECTION6"PVC-50.0720+44.65L STATIONElv. 725.90TH 4 17.7311+37.81Y2 STATIONElv. 724.14TH 5 10.36 26+70.92L STATIONElv. 724.14TH 6 10.25 19+93.82L STATIONElv. 725.25TH 2 -30.3710+82.17Y3 STATIONElv. 721.47TH 86" PVC6" PVC2" PVC 2" PVC 8" PVC8" PVCEOI6" PVC6" PVC6" AC 6" UNK6" UNK 6" UNK6" AC 6" ACSVC 6 ", AC, Union Co. Public Works 35'x10' BORE PIT 10'X10' RECEIVING PIT 10+0010+0011+0010+0011+0012+00 13+00 17+00 18+00 19+00 20+00 21+00 22+00 23+00 24+00 25+00 26+0027+00 28+00 29+00 17+00 18+00 19+00 20+00 21+00 22+00 23+00 24+00 25+00 26+00 27+00 28+00 29+00 106° 165° 129° 123° 97° CLEAN-OUT RETAIN SANITARY SEWER (CONTINUED ON UC-4) INSTALL NEW CLEAN-OUT EXTEND TO NEW R/W AND EXIST. 4" SEWER SERVICE AND CONTRACTOR TO FIELD LOCATE ABANDONED. WATER METER IS PLUGGED AND SANITARY SEWER LATERAL AND CONTRACTOR TO VERIFY CONNECT TO PROP. MANHOME APPROX. LOCATION SANITARY SEWER EXIST. 4" PFHPFHGVGVGVGVGV GVPFH GV GVGV GV GV GV RWMRWMRWMRWM RWMSSCO SSCO -WL1- STA. 20+31.22 6" VALVE 8" VALVE 84 LF 6" WATER LINE RJ DIP PC350 RJ DIP PC350 157 LF 6" WATER LINE -WL1A- RJ DIP PC350 5 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 6" VALVE 10 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 8" VALVE 67 LF 6" WATER LINE RELOCATE WATER METER WATER METER RELOCATE 187 LF 8" WATER LINE -WL1- STA. 23+09.39 8"X8"X6" FH TEE -WL1A- STA. 11+06.01 6"X6"X6" FH TEE 32 LF 16" ENCASEMENT PIPE -WL1B-RJ DIP PC350, 685 LF TOTAL -WL1B-RJ DIP PC350 122 LF 6" WATER LINE 10 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT -WL1B- STA. 11+19.79 6"X6"X6" FH TEE 51 LF BORE AND JACK OF 12" 90 LF 12" ENCASEMENT PIPE 30+05.42 -WL2- STA. DEFLECT 1 -WL2- STA. 25+09.47 90 LF 16" ENCASEMENT PIPE 1201 LF 16" WATER LINE SOLID SLEEVE PVC WATER LINE W/ TIE-IN TO EXIST. 6" -WL2- STA. 26+80.00 16" VALVE 8" VALVE SEE NOTE 3 BEND RADIUS: 459.0' END STA: 17+35.93 BEGIN STA: 17+12.94 -WL1- DEFLECTION RELOCATE WATER METER BEND RADIUS: 459.0' END STA: 17+77.94 BEGIN STA: 17+54.88 -WL1- DEFLECTION -WL1A- STA. 10+00.00 -WL1- STA. 20+36.22 8"X8"X6" TEE WATER METER RELOCATE RELOCATE WATER METER -WL1A- STA. 11+32.32 -WL1A- STA. 11+16.98 -WL1A- STA. 11+44.07 WATER LINE W/ SOLID SLEEVE TIE-IN TO EXIST. 6" PVC -WL1A- STA. 11+54.07 6" VALVE -WL1A- STA. 11+24.98 51 LF BORE AND JACK OF 12" 90 LF 12" ENCASEMENT PIPE 51 LF BORE AND JACK OF 12" 90 LF 12" ENCASEMENT PIPE 1205 LF 8" WATER LINE -WL1- DIP PC350, 3748 LF TOTAL 8" VALVE -WL1- STA. 23+53.17 8"X8"X6" TEE -WL1- STA. 23+35.00 -WL1- STA. 25+88.26 -WL1- STA. 26+01.82 8" VALVE -WL1- STA. 27+01.93 -WL1B- STA. 10+00.00 -WL1- STA. 27+06.93 8"X8"X8" TEE 8" VALVE -WL1- STA. 27+11.93 -WL1- STA. 27+19.67 8"X8"X6" TEE W/ SOLID SLEEVE TIE-IN TO EXIST. 6" PVC WATER LINE -WL2- STA. 26+91.78 16"X16"X8" TEE -WL2- STA. 26+91.78 16"X16"X8" TEE -WL1B- STA. 11+01.93 8"X8"X8" TEE -WL1B- STA. 11+01.93 8"X8"X8" TEE -WL1B- STA. 11+35.05 8"X8"X8" TEE W/ SOLID SLEEVE TIE-IN TO EXIST. 8" PVC WATER LINE -WL1B- STA. 11+86.69 8"X6" REDUCER 6" VALVE -WL1B- STA. 11+94.19 4' DIA. UTILITY MANHOLE SEE NOTE 1 SSMH-7, -SS2- STA. 1+18.01 33 LF 8" SANITARY GRAVITY SEWER -SS2- PVC SDR35 4' DIA. UTILITY MANHOLE SSMH-6, -SS2- STA. 0+85.59 40 LF 8" SANITARY GRAVITY SEWER -SS2- PVC SDR35 4' DIA. UTILITY MANHOLE SSMH-5, -SS2- STA. 0+45.95 CONNECT TO EXISTING MANHOLE -SS2- PVC SDR 26 46 LF 8" SANITARY GRAVITY SEWER 32 LF 16" ENCASEMENT PIPE32 LF 16" ENCASEMENT PIPE 28+65.52 STA. -WL1- (HORZ.) BEND 28+39.95 STA. -WL1- (ROTATED) BEND -WL2- RJ DIP PC250, 7,865 LF TOTAL 14+05.89 -WL1B- STA. DEFLECTION 180 710710710715715 715715715715715715715715715715720720720720720720 720 720720 720 720720720 720720 720720720720720720720720725725725725725 725725 725725725 725 725725 725725 725725725725725725725725725725725725 725725725725725725 725725725 730 7 3 0 730 73073073072" VI NYL2SFD 120" BST VINYL 72" CONC CONC CONC CONC VINYL 72"15" RCP15" RCP 15" RCP 15" CMP 18" RCP15" CMP 15" CMP 15" CMP 15" CMP 12" RCP15" CMP15" CMP 15" RCP15" CMP 15" CMP 15" CMP15" CMP 15" CMP15" CMP 15" CMP 15" RCP15" CMP 15" RCP 15" RC P 8" HDPE15" CMP15" CMP287 759 vvvvvvvvS 12' GR12' GR1SFD 1SFD S 60" WW/WD 60" WW/WD POOL 1SFD S S 48" CHL48" CHL 48" CHL 48" CHL72" CHL DK1SBKD 1SBKD 1SBKD 1SBKD S CANOPY CONC 48" CHL 48" CHL 48" CHL S S 15" CMP 9' GR9' GR SOIL & GRCONCCONCSOIL48" CHL 48" CHLGRGR10' GRSOIL48"CHL1SBKD 1SBKD CANOPY G1SBKDCONC10' C ON C 48" CH L 48" CH L SOIL BST CONCCONC CONC S 72" WD/48" CHL72" WDSOILSOIL SOILSOIL 60" CONC 60" CONC 60" CONC 60" CONC 15" RCP BST BST BST GR 9' GR GRGR72" WD 1SFBUS 1SFD (ABAND)72" WDS CONCCONC CONC 1SBKD 1SFD G G SGRGR 9' GR9' GR10' GRGRGR 48" CHL9' CONC9' GR60" CONC 60" CONC 60" CONC CONC CONC6" CONC CURB1SBKBUS1SBKD CONCSOILCONC S S S S SS S CONCDK1SBKBUSCANOPYGRGRGRGR GRGR1SBKBUSCONC CONC CONC 72" CHL & 3SBW72 " CHL & 3SBW SGCONCFENCEFENCE PANELS 9' GR9' SOIL9' GR1SFD SS CONCCANOPY CONC CONC W W 48" CHL CONC15" CMPS SSW S S CANOPY1SBKDGRGRB285 286 290 288 762 293 757 758 763 754 294 752 295 296 298 299 751 302 SR 1009 OLD MONROE ROAD 32' BST 37' BST 27' BST SR 1009 OLD MONROE RD 27.5' BST SR 1435 K-LINE RD 18.5' BSTMTRGUY GUY SR 1387 BRYSON RD19' BST19.2 10+52.24Y4 STATIONElv. 723.05TH 9 MON MON MON EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIPRENE QUILES ELIZABETH QUILES DB 5759 PG 740 N 38°11'44" E77.98'S 41°05'20" W223.87'S 38°30'43" E 105.99' S 38°30'43" E 103.51' S 51°48'16" E 204.67'S 72°37'27" W123.30'S 72°37'27" W154.54'N 24 °01'59 " W 116.59'N 63°42'56" E294.53'N 24 °01'59 " W 70.78' N 17°56'25" W2 04.91'S 18°42'49" E207.31' N 19°31'45" W 137.61'S 56°58'50" W191.83'N 19°31'45" W 72.22'S 74°30'45" W85.00'N 34°14'35" W 53.71'S 53°08'43" W139.53'S 53°08'43" W44.72'N 74°29'10" E100.03'N 74°29'10" E99.97'S 50°30'00" W264.28'S 51°26'33" E 111.21' S 51°26'33" E 114.18'N 55°48'00" E291.04'S 51°25'12" E 256.42' N 37°24'01" W 99.91' N 37°24'01" W 100.09'N 56°03'43" E798.68'N 55°48'00" E104.70'S 37°15'59" E 90.31' N 37°17'06" W 106.52'S 55°45'55" W246.12'N 35°03'52" WN 56°35'40" E180.60'N 56°48'56" E78.73'S 55°45'55" W22.08'S 34°05'54" E 202.23' 0.76' S 31°40'24" E 358.12' N 35°49'05" W 96.69' N 30°04'43" W 75.92' N 33°59'43" W 129.70' S 31°48'05" E 78.26' N 33°24'15" W 108.20' S 31°06'13" E 97.24' N 33°14'42" W 97.86'N 52°35'11" E198.72'S 51°49'31" W207.17'S 52°43'53" W219.22'S 50°56'28" W228.29'N 55°51'20" E237.59'S 54°05'11" W257.47'N 48°28'25" E246.94'N 55°50'12" E248.17'S 55°52'59" W247.67'S 56°17'48" W438.11'N 55°53'17" E443.59'10.42'14.61'22.65'20.72'EXISTING R/W EXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W PARK MEADOWS DEVELOPMENT, LLC PB F PG 433 DB 6788 PG 279 N 38°33'00" E46.97'N 38°11'44" E178.80'DB 7101 PG 294DB 7111 PG 427DB 7105 PG 1SYED ADNAN & ASHA MOHAMMEDDB 7104 PG 1MAHESWARA SURAPUNENILARRY & ELAINE HAYES93.14'93.14'93.14'93.14'93.14'S 51°47'17" W93.14'22.00'22.00' N 38°12'43" W 22.00'22.00'22.00' N 38°12'43" W 22.00'22.00'22.00'22.00'22.00' 11.96' +68.17 22.13'+94.23 31.22'+74.5340.15' +51.11 46.83'+58.9213.57' +50.97 19.84' +55.14 26.29' +54.54 35.76' +60.25 50.12'+46.8830.03'+85.61AND ELISAVET H MANTIS BILL AND ELISAVET H. MANTIS BILL WIFE WEND E. COREN WAYNE PHILLIP COHEN AND WINDEE SANDERSON JAMES L. INNIS HUSBAND JAMES W. WEST IV JO ANN WEST AND JACALYN PRIVETTE TOM GIANNIBIS JOHN I FASTJE HRISTOULA G. GIANNIBAS AND WIFE TOM GIANNIBAS MEGHAN HELMS MARY ALICE TONY A MILLER AND AND DIANNA K ROBERT GARY LOVETTE DALE S. WALKER TOWN OF INDIAN TRAILTOWN OF INDIAN TRAILSARAH C WADE CODY RAY ANDERSEN SARAH C WADE CODY RAY ANDERSEN SARAH C WADE CODY RAY ANDERSEN NELSON O'NEAL & WIFE ANNA JOHN KENNETH HINSON SUSAN H HINSON JAMES EVERETTE HINSON RENE QUILES ELIZABETH QUILES & WIFE JUDY H WILSON WADE BERDETTE WILSON PHONE CARDS R US, INC. JERRY C LANEY HEIRS LINDA W STINES JORNAN JOHNSONJORNAN JOHNSONMIGUEL & CABRERA ROMANDB 7105 PG 1DB 7105 PG 1PB 4 PG 103 DB 6861 PG 861 PB 4 PG 103 DB 6861 PG 861 PB 4 PG 103 DB 6861 PG 861 PB 4 PG 103 DB 7206 PG 880 DB N/F PG N/F DB 791 PG 477 DB 3463 PG 318 DB 4830 PG 266 DB 5778 PG 295 DB 5727 PG 192 DB 926 PG 697 DB 5551 PG 702 DB 6704 PG 216 DB W14E PG 135 PB 1 PG 100 PB 1 PG 100 PB 1 PG 100 DB 4582 PG 0022 DB 6183 PG 55PB 1 PG 100DB 155 PG 369DB 183 PG 76DB 4700 PG 396DB 1138 PG 109 DB 5759 PG 740 DB 4186 PG 815 DB N/F PG N/F PB 4 PG 103 DB 7206 PG 880 PB 4 PG 103 DB 3115 PG 568 DB 7109 PG 110DB 6183 PG 55MV COMMERCIAL 3901, LLC MV COMMERCIAL 3901, LLC HH T TTT C C T T HH T 96 FO96 FO96 FO 432 FO 24 FOHH THH T EOI T HH HH HH EOIEOIEOIEOI25 PR25 PR200 PR 400 PR 400 PR400 PR 2" PLASTIC50 PR360 FO 360 FO 360 FO 432 FO 300 PR2" MDPE2" MDPE2" MDPE LP 25 PR50 PREOI6" PLASTIC 6" PLASTIC EOI HHMCI/VERIZON HHMCI/VERIZON F F F F C F C C F F F C F F F F F C F F C F C F F F F F F F F F F F C F F F F F C F F 354032 33 13 21 22 34 35 36 37 38 39 40 41 42 43 23 23 25 26 27 28 29 30 31 20 14 MATCH EXISTING -Y4- POT STA. 11+90.00 END CONSTRUCTION MATCH EXISTING -Y5- POC STA. 11+60.00 BEGIN CONSTRUCTION PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 5' SIDEWALK PROP 5' SIDEWALK PROP 5' SIDEWALK PROP 2'-9" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND PROP 5" MONO ISLAND 50'R50'R 45'R 50'R 50'R 100'R 40'R100'R 50'R 50'R PROP RAISED MEDIAN PROP 10' MUP PROP 10' MUP -Y6- POT STA. 12+85.00 BEGIN CONSTRUCTION PROP 5" MONO ISLAND DO NOT DISTURB STRUCTURE O 36" RCP-IV 720.572 2.0724.0726.0726.5 726.5 720.5722.0724.0 OP PP PPP BMP02 24" RCP-III REMOVE REMOVE REMOVE 15" RCP-III 24" RCP-III 18" RCP-IV 24" RCP-III SEE DETAIL 6-2 CATCH BASIN PROP. SPLITTER 15" RCP-III 0601 0630 0631 0636 0633 0632 0634 0635 0629 0610 0609 0605 0603 0602 0608 0607 0606 0612 0615 0617 06160614 0618 0619 0621 0645 0646 0642 06430644 0640 0641 0639 0625 0622 0623 0620 06380637 0647 0611 0624 0626 0628 0627 BMP01 24" RCP-IV36" RCP-IV36" RCP-IV36" RCP- I V30" RCP-IV 36" RCP-IV 36" RCP-IV U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC6.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A UC-6 MATCHLINE - SEE SHEET UC-5MATCHLINE - SEE SHEET UC-7TYPE OF FITTINGS WILL VARY BASED ON FIELD CONDITIONS. ON THIS PLAN SHEET IS 8000 POUNDS. THE ACTUAL QUANTITY AND THE ESTIMATED QUANTITY OF DUCTILE IRON WATER PIPE FITTINGS MANHOLE. SETTING AND CONNECTING TO PIPE AND NEW MANHOLES PRIOR TO 3. TEST ALL NEW DOWNSTREAM SEWER IN ONE NIGHT OF WORK. INSTALLED, TESTED, AND ACTIVATED BETWEEN THEM ARE TO BE 2. SSMH-8, SSMH-9, AND THE 8" SEWER APPROX. LOCATION SHOWN. EXIST. 4" SANITARY SEWER. 1. CONTRACTOR TO FIELD LOCATE NOTES: 18" CMP FES FES FESFES FES FES FES FES FES FES FES FES FESFES FES FES FES FES FESFES FESFES FESFES FES FES FES FES FESFES FESFES FES FES FES15" HDPE15" HDPE60.00'60.00'60.00'60.00'OCS 2 4 " RCP-I VINV=709.2 TOP=713.0 INV=706.3 TOP=708.6 INV=712.4 TOP=716.2 INV=711.2 TOP=713.5 INV=712.0 TOP=714.2 INV=718.2 TOP=722.8 INV=714.6 TOP=718.8 INV=719.1 TOP=722.4 INV=712.5 TOP=714.7 INV=715.1 TOP=718.8 INV=719.7 TOP=724.8 INV=722.4 TOP=724.9 INV=721.1 TOP=725.5 INV=721.3 TOP=726.4 INV=723.2 TOP=726.5 INV=721.5 TOP=726.6 INV=723.1 TOP=725.9 INV=723.3 TOP=725.6 INV=722.8 TOP=725.8 INV=724.9 TOP=727.6 INV=723.2 TOP=727.4 INV=724.6 TOP=726.8 INV=724.9 TOP=727.2 15" RCP-IV 15" RCP-III 15" RCP-III 1 5 " RCP-III 15" RCP-III 15" RCP-III 15" RCP-III 15" RCP-III 15" RCP-IV 24" RCP-III 15" RCP-III 24" RCP-III 24" RCP-III 24" RCP-III 24" RCP-IV 24" RCP-III 24" RCP-IV15" RCP-III DI DI DI DI DI DI DI DI DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CBCB 2GI w/MH TB JB RCP-IV 24" REMOVE REMOVE REMOVE REMOVE REMOVEREMOVEREMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE CB RCP-III 15" INV=708.5 TOP=710.8 INV=722.9 TOP=725.2 REMOVERETAINRETAINRETAINREMOVE INV=717.7 TOP=723.0 CB INV=714.3 TOP=718.7 CB INV=720.1 TOP=724.7 INV=718.6 TOP=724.3 INV=716.7 TOP=720.9 INV=722.6 TOP=726.9 PLUG & FILLP L UG & FI L L PLUG & FILL 2GI15" RCP-IV INV=717.2 TOP=723.5 INV=720.7 TOP=725.3 INV=720.7 TOP=725.8 INV=719.2 TOP=724.2 INV=710.6 TOP=714.9 INV=707.0 TOP=711.3 18" RCP-IV 18" R C P-I V 24" RCP-IV 30" RCP-IV 30" RCP-IV 30" RCP-IV 30" RCP-IV 30" RCP-IV RCP-IV 30" 24" RCP-IV 24" RCP-IV INV=721.8 INV=719.1 TOP=724.8 36" RCP-IV 2 4 " RCP-I V18" RCP-IV INV=721.7 TOP=726.0 INV=721.2 TOP=727.1 INV=721.6 TOP=727.0 INV=720.9 TOP=726.3 INV=721.7 TOP=727.2 INV=721.2 TOP=726.5 INV=722.1 TOP=725.8 CB CB INV=718.8 TOP=723.7 INV=718.1 TOP=723.7 INV=720.5 INV=720.5 8"PVC 8"PVC 8"PVC 8"PVC8"PVCONLYDIRECTION4" PVCONLYDIRECTION4" PVCONLYDIRECTION4" PVC-7.3634+70.33L STATIONElv. 720.27TH 12 -37.4343+88.57L STATIONElv. 705.00TH 14 -20.8138+75.56L STATIONElv. 718.01TH 13 21.57 11+70.69Y4 STATIONElv. 720.94TH 10 -17.9012+62.82Y5 STATIONElv. 722.56TH 11 2" PVC 6" DIP6" PVC6" AC 2" PVC6" AC 6" AC 2" PVCNAD 83/ NA 2011 SVC13+00 14+00 15+00 16+00 17+0018+0010+0010+0011+0029+00 30+00 31+00 32+00 33+00 34+00 35+00 36+00 37+00 38+00 39+00 40+00 41+00 42+00 43+00 29+00 30+00 31+00 32+00 33+00 34+00 35+00 36+00 37+00 38+00 39+00 40+00 41+00 42+00 43+00 155° 215° 158° 133° 10'X10' RECEIVING PIT APPROX. LOCATION EXIST. 4" SAN. SEWER 35'X10' BORE PITPFHBOGVGVGVPFHGVGVGV GV PFH RWM RWMRWMRWMRWM RWM RWMRWMRWMRWMRWMRWMRWM SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCOSSCO SSCO SSCOSSCO SSCO 7 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 65 LF BORE AND JACK OF 16" 125 LF 16" ENCASEMENT PIPE -SS3- PVC SDR35 563 LF 6" WATER LINE 1421 LF 16" WATER LINE 117 LF 24" ENCASEMENT PIPE 16" VALVE -WL1C- RJ DIP PC350 147 LF 8" WATER LINE -WL1B-RJ DIP PC350, 685 LF TOTAL -WL2- STA. 38+78.94 BEND RADIUS: 764.0' END STA: 41+74.87 BEGIN STA: 41+29.59 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 42+40.34 BEGIN STA: 41+74.87 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 42+75.43 BEGIN STA: 42+40.34 -WL2- DEFLECTION RELOCATE WATER METER WATER METER RELOCATE -WL2- STA. 41+29.59 -WL2- STA. 41+24.45 -WL2- STA. 38+68.27 -WL2- STA. 37+18.66 -WL2- STA. 37+01.59 40+54.05 -WL2- STA. (HORZ.) -WL1B- STA. 16+52.55 6"X6"X6" FH TEE -WL1C- STA. 11+30.39 8"X8"X6" FH TEE -WL1C- STA. 11+42.15 -WL1C- STA. 11+55.80 2" VALVE 8" VALVE -WL1C- RJ DIP PC350 12 LF 2" WATER LINE PVC 1120 -WL2- STA. 33+71.96 (HORZ.) -WL2- STA. 33+51.74 (ROTATED) -WL2- STA. 40+62.59 4' DIA. UTILITY MANHOLE 30+05.42 -WL2- STA. DEFLECT 1 7,865 LF TOTAL -WL2- RJ DIP PC250, DETAIL 7A SEE SHEET UC-3D FOR 6"X6"X6" FH TEE 2" BLOW OFF DETAIL 2A REFER TO UNION COUNTY STANDARD -WL1C- STA. 11+58.80 8 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT SEE NOTE 2 SSMH-8, -SS3- STA. 0+00.00 SEE NOTE 2 SSMH-9, -SS3- STA. 0+62.09 28+65.52 STA. -WL1- (HORZ.) BEND 28+39.95 STA. -WL1- (ROTATED) BEND -WL1B- STA. 17+31.02 -WL1- STA. 32+22.13 SEE NOTE 1 & NOTE 3 SSMH-11, -SS3- STA. 2+61.14 -SS3- DIP PC350 SSMH-10, -SS3- STA. 1+54.18 -SS3- DIP PC350 WATER METER 2-RELOCATE -WL1- RJ DIP PC350, 3748 LF TOTAL -WL1- STA. 38+93.41 2-RELOCATE WATER METER 3-RELOCATE WATER METER BEND RADIUS: 764.0' END STA: 41+74.87 BEGIN STA: 41+29.59 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 42+40.34 BEGIN STA: 41+74.87 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 42+75.43 BEGIN STA: 42+40.34 -WL2- DEFLECTION RELOCATE WATER METER -WL2- STA. 38+91.74 8 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT -WL1C- STA. 11+47.15 8" PLUG W/ 2" TAP -WL2- STA. 35+30.04 -WL2- STA. 35+09.79 RELOCATE WATER METER BEND RADIUS: 764.0' END STA: 34+05.62 BEGIN STA: 33+80.86 -WL2- DEFLECTION -WL1B- STA. 17+12.49 -WL1B- STA. 16+90.86 6" VALVE WATER LINE W/ SOLID SLEEVE TIE-IN TO EXIST. 6" PVC -WL1B- STA. 18+71.13 -WL1B- STA. 18+56.13 -WL1B- STA. 18+39.47 4' DIA. UTILITY MANHOLE 62 LF 8" SANITARY GRAVITY SEWER BEND RADIUS: 764.0' END STA: 16+55.36 BEGIN STA: 15+89.71 -WL1B- DEFLECTION BEND RADIUS: 764.0' END STA: 15+49.79 BEGIN STA: 15+08.44 -WL1B- DEFLECTION BEND RADIUS: 764.0' END STA: 31+49.76 BEGIN STA: 31+08.41 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 32+55.29 BEGIN STA: 31+89.64 -WL2- DEFLECTION 74 LF 16" ENCASEMENT PIPE 14+05.89 -WL1B- STA. DEFLECTION -WL1- STA. 29+81.38 DEFLECTION(HORZ.) RELOCATE WATER METER -WL1- STA. 32+17.63 8"X8"X6" TEE 8" VALVE 31+21.00 -WL1- STA. -WL1- STA. 31+64.49 4' DIA. UTILITY MANHOLE 107 LF 8" SANITARY GRAVITY SEWER 4' DIA. UTILITY MANHOLE 92 LF 8" SANITARY GRAVITY SEWER -WL1- STA. 34+52.65 -WL1- STA. 32+42.62 -WL1- STA. 32+28.29 6" PLUG W/ 2" TAP CONNECT TO EXISTING 2" PVC WATER LINE 2" VALVE 21 LF 2" WATER LINE -WL1- STA. 37+80.51 RELOCATE WATER METER 1400 LF 8" WATER LINE -WL1C- STA. 9+87.06 -WL1- STA. 38+88.40 8"X8"X8" TEE 8" VALVE -WL1- STA: 40+38.54 10+00.00 -WL1D- STA. 44+25.86 -WL1- STA. (ROTATED) 8"X8"X6" TEE 181 700700700700700700700700700 7057057057057057057057057057057057057057057057057057057057057057057057107107107107107107107107107107107107107107 1 0 710710710710710710710710710710710710710710710710 710 710710710710 710 7107107107 1 0710710710 710715715715715715715715715715715715715715715715715 71571571571571571572036" CONCCHEROKEE LN 19.1' BST 15" RCPMB 12" RCP 15" RCPDI CONC 1SBKD 36" CL STONE(2) S 18" RCP 18" RCP 18" RCP 15" CMP 18" RCP15" RCP18" RCP18" RCP 15" RCP 15" RCP 15" RCP 15" CMP 15" CMP DI DI DI DI DI DI DIDI15" RCP 15" RCP 15" RCP 15" CMP12" RCP12" RCP18" R C P 15" RCP12" R CP 15" CMP 18" RCP12" RCP 12" RCP DI 15" RCP743326 325 1SBKD 1SBKD 1SBKD1SBKD1SBKD 1SBKDG S S S S G FLAGPOLEROCKCONC CONC DK 72" WDCONC CONC CONC CONC48" WW/WD 48" WW/WDCONC LANDSCAPE TIMBERSGR GR DK DK 48" CHL48" CHL CONCCONC48" CONC BSTDISOILSOIL48" CONCKEOWEE CIR BSTKEOWEE CIR BST48" CONC 48" CONC 48"CONC S GR S S 1SBKD 1SBKD 1SBKD 1SFD G1SBK&FDCONC CONCCONCDK S SS CONC 48" CHL 48" CHL DK 72" WD 72" WD 48" CHL48" C H L BSTGRCONCBK STEPS S 72" WD48" CHLCONC 72" WDDK 72" WD 72" WD CONC S S S 1SFD 9' GR9' GR48" CONC 48" CONC S S SOIL9' GRGR GRS 9' SOILS 48" CHL 48" CHL 48" CHLG 60"CHLCHL48"GATECONC48" CHLCONCCONC 1SBKD 72" WD 72" WD72" WD 1SFD 72" WD1SBKD BST 1SFBLKBUS1SSTUCCOBUS 48" CHL 72" WD60" CHL 72" WD 60" CHL72" WDBK 48" CONC1SBKBUSGR12' GR10' GRS 48" CONC S 60" CONC 1SBKD CONC GRGRDK S 1SFBKD 1SCONCBLKD CANOPY GR 10' GR BSTCANOPY 1SMTLBUSRESCUE SQUAD18" WD & STEEL CABLES48" CONC PUTTING GREEN PUTTING GREEN GR48" MTLS S 745 319 317 316 315 320 321 742744 737 328 323 329WOODLAND RD 22.5' BST21' BST 28' BST 34' BST SR 1009 OLD MONROE ROAD 27' BST DISHSATELLITESR 1390 WILLIAMS RESCUE RD 17' BST 24' BSTWD72"WD72"BSTLANDSCAPE TIMBERS 1SBKFBUS WD RAMP 1SBKD CANOPY CANOPY 1SBKFD CONC -38.6711+55.73Y7 STATIONElv. 703.49TH 16 -27.9210+97.88Y8 STATIONElv. 708.22TH 18 11.05 12+53.59Y9 STATIONElv. 713.63TH 21 EIPEIP DB 7265 PG 715 PB 5 PG 190 GINA H. BEHRENS DB W18E PG 483 PB 5 PG 190 TINDALL JR. STEPHEN DAVID 2.62'S 57°26'59" W145.71'N 57°21'49" E156.13'EXISTING R/W EXISTING R/W EIP EIP EIP EIP EIP EIP EIP EIP EIPMON EIP EIP EIP EIP EIP MON EIP EIP DB 6514 PG 152 JERRY MAYNOR FONDA HINSON MAYNOR CAROLINAS UNION HEATHCARE, INC. DB 3282 PG 752 VIRGINIA C FOARD, TRUSTEE DB 4522 PG 359 DEED DESCRIPTION INCOMPLETE N 35°03'52" W 157.87' S 35°03'52" E 157.81' N 30°49'28" W 68.38' N 35°49'05" W 96.69'N 56°18'45" E261.75'S 80°15'31" E227.43'N 55°29'29" E125.08'N 34°35'59" W 150.80' S 34°35'59" E 27.37'N 55°27'54" E1714.18'S 55°29'29" W215.36'N 55°27'54" E1714.18'N 55°27'54" E497.34'S 33°36'36" E 108.12'S 56°23'53" W155.20'N 55°09'54" W 169.83'S 56°23'53" W187.86'S 56°23'53" W145.57'N 57°43'50" E148.87'S 38°14'54" E 80.00' N 85°40'54" W241.10' S 38°14'54" E 33.85'N 61°03'06" E147.60'S 38°14'54" E 110.00' S 38°00'39" E 106.77'0.68'N 57°06'06" E149.46'3.58'2.97'N 26°39'57" W 166 .82' N 33°09'14" W 154.90' S 38°32'29" E 203.44'S 52°10'37" W117.23'N 49°20'32" W 46.40'S 67°57'25" W102.45'S 67°57'25" W97.61'N 26°41'36" W S 38°22'54" E 191.35' S 38°22'54" E 183.63' N 38°29'03" W S 51°07'06" W184.00'S 51°55'08" W11.24'S 51°14'15" W121.78'S 51°07'55" W167.45'S 38°04'38" E 217.95'N 51°27'14" E140.06'N 51°27'14" E149.32'S 38°03'41" E S 49°33'53" E 58.65'S 51°27'12" W100.12'S 67°57'40" WN 61°52'19" E149.96'S 38°57'30" E 82.37' S 37°40'00" E 113.56'N 56°36'59" E149.25'S 38°05'05" E 111.21' EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/W EXISTING R/W EXISTING R/W61.84'+31.7364.32'+59.1961.18' +67.67 49.88' +01.57 46.79' +87.29 14.14'+51.112.75'+86.776.87'+59.1345.08'+31.41 30.21' +70.77 29.99'+75.42 TOWN OF INDIAN TRAILTOWN OF INDIAN TRAILTOWN OF INDIAN TRAIL BILLY F AYCOTH, JR. LARRY J VICKERY GERALD D RIGGINS TRACT 2 WIFE CHRISTY B. ELIZONDO RONDO ELIZONDO AND STEVE & DONNA CLAYTON WENDY E COHEN WAYNE P COHEN LIEN LIEN MINH PHAM STEVE MAYNARD CLAYTON, JR. RICHARD H TOMBERLIN LINDA W STINES LINDA W STINES PATRICIA HAWK GEOFF HAWK RANDY SCHNEIDER DAWN MACOMB SCHNEIDER MARY BETH ROLLINS ROBERT L ROLLINS MALEK MACARON JACQUELYN ESTEP NORMAN E ESTEP JAMES T & ANITA WEBB MALEK MACARONDONNA NELSON HAMMOND SYSTEM, LPCSL NORTH CAROLINAVIRGINIA C FOARD, TRUSTEEDB 6183 PG 55PB 1 PG 100DB 155 PG 369PB 1 PG 100DB 6183 PG 55DB 3284 PG 842 DB 407 PG 465 DB 3130 PG 618 PB G PG 824 DB 3108 PG 652 DB 6398 PG 191 DB 3198 PG 27 PB G PG 824 DB 645 PG 68 DB 1211 PG 543 DB 6604 PG 204 DEVELOPMENT INC ALPHA OMEGA LAND DB 4373 PG 786 DB 414 PG 749 DB 4373 PG 786 DEVELOPMENT INC ALPHA OMEGA LAND DB 6707 PG 706 DB 6443 PG 358DB 6301 PG 222 DB 155 PG 369 LOT 4 BLOCK B PB 5 PG 190 DB N/F PG N/F HENDERSON TERRY M & NANCY DOROTHY K HARTIS JERRY EDMOND HARTIS LOT 1 BLOCK B PB 5 PG 190 DB N/F PG N/F LOT 4 BLOCK A PB 5 PG 190 DB 3472 PG 767 JACQUELYN ESTEP NORMAN E ESTEP JAMES T & ANITA WEBB LOT 1 BLOCK A PB 5 PG 190 DB 5104 PG 356 LOT 5 BLOCK A PB 5 PG 190 DB 6889 PG 125 MALEK MACARON LOT 2 BLOCK A PB 5 PG 190 DB 6889 PG 127 LOT 3 BLOCK A PB 5 PG 190 DB 1014 PG 756 LOT 6 BLOCK A PB 5 PG 190 DB 902 PG 799 LOT 5 BLOCK B PB 5 PG 190 DB N/F PG N/F FRANCIS YELTON DONALD & VANESSA D PARKER LOT 6 BLOCK B PB 5 PG 190 DB 5894 PG 747 LOT 2 BLOCK B PB 5 PG 190 DB 6489 PG 715 STILWELL KENNETH W ESTHER G NARRON LOT 3 BLOCK B PB 5 PG 190 DB N/F PG N/F R/WEXISTINGEIP N 53°43'49" E146.34'N 12°48'04" E214.36'DB 7411 PG 0588 S 32°24'21" E 179.97'S 36°51'56" E 74.99'N 53°51'27" E298.47'EIPEIPN 53°34'14" E295.98'DEED DRAWN BASED ON FOUND FIELD INFORMATION & GIS WILLIAM J. PRESSLY, ET AL C HH EOIHH 96 FO 432 FO 360 FO 48 FO 8" STEEL T THH EOI EOIT TEOI EOI T T EOIEOI EOI C HH HH HH HHEOI EOI EOI EOIT DUCT BANK DUCT BANK DUCT BANK400 PR400 PR360 FO 48 FO48 FO96 FO 96 FO 432 FO144 FO EOI 25 PR25 PR25 PR25 PR25 PR25 PR25 PR8" STEEL 8" STEEL8" STEEL 6" PLASTIC 2" PLASTIC2" PLASTIC2" PLA STIC 2" PLASTIC2" PLASTIC2" PLASTICLP LP 2" PLASTIC Elv. 699.38 TH 101 2" PLASTIC Elv. 697.89 TH 100 UTILITY UNCOVER UNABLE TO Elv. 701.41 TH 102 HH MCNC HH CONTERA HHMCI/VERIZON HHCONTERAF F F F C C F F F F F C F F C C F F C F C C F F F F F F F C F F C F F F F F C F F F F F45 505531 44 46 47 48 49 50 43 43 55 56 57 51 52 53 58 60 59 45 55A 44A 58A MATCH EXISTING -Y7- POT STA. 10+20.00 BEGIN CONSTRUCTION MATCH EXISTING MATCH EXISTING -Y9- POC STA. 12+06.00 END CONSTRUCTION PROP 5' SIDEWALK PROP 2'-6" C&G PROP 2'-6" C&G PROP 5' SIDEWALK PROP 2'-6" C&G PROP 2'-9" C&G PROP 2'-9" C&GPROP 2'-9" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND 45'R 55'R 45'R 4 5'R100'R 50'R 4 5'R 45'R 50'R 100'R 35'R 2'R 5'R 3 5'RPROP RAISED MEDIAN -Y8- POC STA. 12+90.00 END CONSTRUCTION -Y8- POC STA. 11+65.00 END GRADE -Y9- POC STA. 11+80.00 END GRADE 2'-6" C&G PROP 50'R PROP 10' MUP PROP 10' MUP PROP 10' MUP O O O P P36" RCP-IV 36" RCP-IV 15" RCP-III 15" RCP-III 15" RCP-III 15" RCP-III 15" RCP-III REMOVE REMOVE CROSS PIPES REMOVE 2 36" RCP-III REMOVE 24" RCP-III AREA UNSURVEYED APPROX. EOP BOX DESIGN CONTRACTOR GRADE TO DRAIN 36" RCP-IV 0740 0741 0747 0746 0742 0739 0755 0745 0756 0744 0743 0765 0751 0752 0763 0750 0749 0771 0761 0760 0758 0759 0762 0768 0767 0769 0772 0766 0774 0770 0738 0737 0735 07190718 0717 0714 0715 0734 073307310727 0726 0732 0725 0721 0723 0710 0711 0709 0708 0701 0703 0702 0704 0705 0706 0707 0724 0722A 30" RCP-IV 36" RCP-III CATCH BASIN PROP. SPLITTER 0764 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC7.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZENGINEERPROFESSION A LNORTH CAR O LIN A UC-7 MATCHLINE - SEE SHEET UC-6MATCHLINE - SEE SHEET UC-8NAD 83/ NA 2011 APPROX. LOCATION SHOWN. EXIST. 4" SANITARY SEWER. 1. CONTRACTOR TO FIELD LOCATE NOTES: TYPE OF FITTINGS WILL VARY BASED ON FIELD CONDITIONS. ON THIS PLAN SHEET IS 6805 POUNDS. THE ACTUAL QUANTITY AND THE ESTIMATED QUANTITY OF DUCTILE IRON WATER PIPE FITTINGS 12" HDPETOP=709.92'18" CMPFES FESFES FES FES FES FES FES FESFES FES FES FES FES FES FESS100.00' 60.00'60.00'60.00'60.00'INV=701.5 TOP=706.2 INV=701.6 TOP=706.4 INV=702.4 TOP=706.4 INV=703.0 TOP=709.1 INV=706.3 TOP=708.6 INV=707.7 TOP=710.1 INV=705.6 TOP=708.6 INV=701.4 TOP=707.8 INV=703.9 TOP=707.5 INV=706.6 TOP=710.2 INV=705.1 TOP=709.0 INV=706.5 TOP=709.8 INV=706.7 TOP=710.4 INV=707.4 TOP=711.0 INV=708.7 TOP=712.0 INV=704.7 TOP=708.5 INV=706.8 TOP=711.6 INV=705.3 TOP=708.3 INV=707.2 TOP=712.0 INV=708.8 TOP=712.4 INV=707.8 TOP=710.8 INV=708.0 TOP=711.0 INV=704.4 TOP=710.2 INV=707.3 TOP=710.4 INV=705.2 TOP=709.9 INV=707.2 TOP=710.2 INV=707.6 TOP=710.6 INV=705.9 TOP=709.9 INV=706.7 TOP=709.7 INV=707.8 TOP=710.0 INV=709.7 TOP=712.0 INV=701.2 15" RCP-III 24" RCP-IV 36" RCP-IV30" RCP-IV 15" RCP-IV 36" RCP-IV15" RCP-III 36" RCP-IV 36" RCP-IV18" RCP-IV 15" RCP-III 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-III 18" RCP-III 18" RCP-IV 18" RCP-IV 15" RCP-IV 18" RCP-IV 15" R C P-III RCP-IV 18" R C P-I V 15" RC P-IV 15" 15" RCP-IV 18" RCP-IV 15" RCP-IV 24" RCP-IV 18" RCP-IV 18" RCP-IV DI DI DI DI DI DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CBCB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB OTCBRCP-III 15" RCP-III 15" RCP-III15" RCP-IV 24" RCP-IV36" INV=713.2 RCP-III15" RCP-IV 18" RCP-IV24" RCP-IV 15" RCP-IV 15" REMOVEREMOVE REMOVEREMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVEREMOVE R E MOVE REMOVE R E MO V E REMOVE W/ 2 ELBOWS18" CSPG.T.D CB 15" RCP-IV INV=700.6 REMOVE2GI INV=711.5 INV=702.3 TOP=707.8 INV=704.6 TOP=708.1 INV=705.2 TOP=708.9 INV=704.7 TOP=710.1 G.T.D DEPRESS 0.5' & BOX PROPOSED INV=704.1 REMOVEREMOVEINV=704.2 TOP=708.2 DI 15" RCP-IV INV=708.0 TOP=711.2 PLUG & FILLINV=707.8 TOP=710.1 INV=702.9 TOP=709.7 INV=707.9 TOP=710.1 INV=703.5 TOP=709.4 INV=706.8 TOP=709.8 INV=708.0 TOP=710.3 INV=707.2 TOP=710.5 18" RCP-III INV=713.4 RETAINRETAINRETAINGRADE TO DRAIN10 S.Y. GEOTEXTILE EST. 3 TONS CL-B RIP RAP GRADE TO DRAINOPEN END PIPE OPEN END PIPE OPEN END PIPE INV=702.5 TOP=710.1 INV=704.8 TOP=708.3 RC P-IV36" DI INV=705.4 TOP=709.9 INV=702.1 TOP=707.8 INV=701.8 TOP=708.0 INV=707.0 TOP=710.6 INV=706.9 TOP=710.1 INV=703.8 TOP=710.2 INV=707.4 TOP=712.1 C/O 8"PVC8"PVC8"PVC8"PVC8"PVC 8"PVC 8"PVC 8"PVC ONLYDIRECTION4"DIP8"PVC -37.4343+88.57L STATIONElv. 705.00TH 14 29.5211+62.54Y7 STATIONElv. 704.53TH 15 -16.6611+14.83Y8 STATIONElv. 707.14TH 17 15.3712+54.33Y9 STATIONElv. 708.07TH 20 -39.4152+50.80L STATIONElv. 705.36TH 19 -29.6456+56.75L STATIONElv. 706.67TH 22 6" AC2" PVC2" PVC6" PVC6" PVC6" PVC8" PVC8" PVC 6" AC 6" AC 6" AC 2" PVC, ABANDONED PER RECORD2" PVC, ABANDONED PER RECORDAPPROX. LOCATION EXIST. 4" SAN. SEWER 35'X10' BORE PIT10+0011+0010+0011+0012+0010'X10' RECEIVING PIT 43+00 44+00 45+0046+0047+0044+0045+00 46+00 47+00 48+00 49+00 50+00 51+00 52+00 53+00 54+00 55+00 56+00 57+00 10'X10' RECEIVING PIT 191° 106°97° 170°186° 187° 173° 164° 100° BORE PIT 35'X10' PFH GV GV GV GVBOGV GVPFH GVPF HRWMRWM RWMRWMRWM RWM RWMRWM RWMRWMRWMRWM RWM SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCORWMRWM SSCO SSCORWM -SS4- DIP PC350 -SS4- PVC SDR26 -SS4- PVC SDR26 RJ DIP PC350 30 LF 6" WATER LINE -SS4A- DIP PC350 10 LF 8" SANITARY GRAVITY SEWER 89 LF 8" SANITARY GRAVITY SEWER 36 LF 8" SANITARY GRAVITY SEWER 1415 LF 16" WATER LINE 12 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 16" VALVE 16" VALVE BEND RADIUS: 764.0' END STA: 42+40.34 BEGIN STA: 41+74.87 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 42+75.43 BEGIN STA: 42+40.34 -WL2- DEFLECTION WATER METER RELOCATE 72 LF 8" SANITARY GRAVITY SEWER 42 LF 8" SANITARY GRAVITY SEWER MAINTAIN SLOPE & INVERT OF EXIST. 8" SEWER STUB-OUT OF MANHOLE # W/ DIP PC350, -SS4A- DIP PC350 BEND RADIUS: 764.0' END STA: 52+08.32 BEGIN STA: 51+38.63 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 53+07.30 BEGIN STA: 52+51.59 -WL2- DEFLECTION -WL2- STA. 53+92.11 BEND RADIUS: 764.0' END STA: 54+51.61 BEGIN STA: 54+24.18 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 56+72.53 BEGIN STA: 55+99.09 -WL2- DEFLECTION -WL2A- STA. 10+00.00 -WL2- STA. 53+16.75 16"X16"X6" TEE BEND RADIUS: 764.0' END STA: 57+62.02 BEGIN STA: 56+79.77 -WL2- DEFLECTION RELOCATE WATER METER -WL2- STA. 45+27.70 -WL2- STA. 45+09.98 6" VALVE -WL2A- STA. 11+92.32 6"X6"X6" FH TEE 6 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT DIP PC350 -WL1D- RJ -WL2 STA. 43+82.74 16 LF 2" WATER LINE RJ DIP PC350 71 LF 8" SANITARY GRAVITY SEWER 128 LF 8" SANITARY GRAVITY SEWER 6 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT -WL2- STA. 50+09.51 16"X16"X6" FH TEE 45+87.16 -WL2- STA. 45+67.52 -WL2- STA. BEND (HORZ.) OUTSIDE DROP MANHOLE SSMH-16, -SS4A- STA. 0+88.27 4' DIA. UTILITY MANHOLE SSMH-12, -SS4A- STA. 0+00.00 SSMH-12, -SS4- STA. 0+00.00 4' DIA. UTILITY MANHOLE SSMH-13, -SS4- STA. 0+42.39 4' DIA. UTILITY MANHOLE SSMH-15, -SS4- STA. 2+39.55 4' DIA. UTILITY MANHOLE SSMH-14, -SS4- STA. 1+69.30 4' DIA. UTILITY MANHOLE COUPLING PVC TRANSITION SOLID SLEEVE DIP TO PVC WATER LINE W/ TIE-IN TO EXIST. 6" -WL1D- STA. 11+60.00 -WL2- STA. 44+26.68 -WL2- STA. 44+21.68 -WL1D- STA. 11+45.00 6"X6"X6" FH TEE STA. 11+42.00 -WL1D- STA. 11+71.48 -WL1D- STA. 11+65.00 6" PLUG W/ 2" TAP WATER LINE W/ SOLID SLEEVE TIE-IN TO EXIST. 2" PVC -WL1D- STA. 11+81.48 -WL2- STA. 54+02.86 16"X16"X6" TEE WATER LINE 149 LF 6" 12" AND JACK OF 93 LF BORE PIPE ENCASEMENT 118 LF 12" 11 LF 8" SANITARY GRAVITY SEWER PVC SDR26 (EXTEND AT EXIST. SLOPE) BEND RADIUS: 764.0' END STA: 42+40.34 BEGIN STA: 41+74.87 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 42+75.43 BEGIN STA: 42+40.34 -WL2- DEFLECTION -WL2 STA. 43+82.74 -WL2- STA. 44+21.68 16" VALVE -WL2- STA. 44+26.68 BEND RADIUS: 764.0' END STA: 53+07.30 BEGIN STA: 52+51.59 -WL2- DEFLECTION -WL2A- STA. 10+00.00 -WL2- STA. 53+16.75 16"X16"X6" TEE 58 LF 24" ENCASEMENT PIPE -WL2- STA. 53+92.11 16" VALVE BEND RADIUS: 764.0' END STA: 54+51.61 BEGIN STA: 54+24.18 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 56+72.53 BEGIN STA: 55+99.09 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 57+62.02 BEGIN STA: 56+79.77 -WL2- DEFLECTION 44+30.96 -WL1- STA. 44+83.51 -WL1- STA. 44+60.27 -WL1- STA. (HORZ.) -WL1- RJ DIP PC350, 3748 LF TOTAL -WL1- STA. 45+13.31 RELOCATE WATER METER 2" VALVE 2" BLOWOFF RELOCATE WATER METER RELOCATE WATER METER RELOCATE WATER METER WATER METER RECONNECT 2-RELOCATE WATER METER WATER LINE W/ SOLID SLEEVE TIE-IN TO EXIST. 6" PVC -WL2A- STA. 12+18.88 -WL2A- STA. 12+08.88-WL2A- STA. 12+08.88 -WL2A- RJ DIP PC350 219 LF 6" WATER LINE -WL2A- STA. 11+59.97 69 LF BORE AND JACK OF 12" 145 LF 12" ENCASEMENT PIPE RELOCATE WATER METER 2-RELOCATE WATER METER WATER METER 2-RELOCATE 123 LF 8" SANITARY GRAVITY SEWER -SS5- PVC SDR 26 4' DIA. UTILITY MANHOLE SSMH-17, -SS5- STA. 1+23.12 151 LF 8" SANITARY GRAVITY SEWER -SS5- PVC SDR26 4' DIA. UTILITY MANHOLE SEE NOTE 1 SSMH-18, -SS5- STA. 2+73.56 4' DIA. UTILITY MANHOLE SSMH-25, -SS6- STA. 7+96.81 166 LF 8" SANITARY GRAVITY SEWER -SS6- PVC SDR26 (230 LF TOTAL) 30 LF 6" WATER LINE COUPLING PVC TRANSITION SOLID SLEEVE DIP TO PVC WATER LINE W/ TIE-IN TO EXIST. 6" -WL2- STA. 54+00.35 16"X16"X6" TEE -WL2- RJ DIP PC250, 7,865 LF TOTAL 8" VALVE 10+00.00 -WL1D- STA. 44+25.86 -WL1- STA. (ROTATED) 8"X8"X6" TEE 8" PLUG -WL1- STA. 45+83.43 -WL1- STA. 45+23.06 -WL1- STA. 45+18.31 -WL1- STA. 44+95.26 8"X8"X8" TEE 8" PLUG W/ 2" TAP 2" VALVE 227 LF 2" WATER LINE 8" VALVE 418 LF 8" WATER LINE 2-RELOCATE WATER METER EXIST 8" PVC WATER LINE W/ 8" SLEEVE -WL1- STA. 47+32.52 182 695695695700700700700700705 705705705705705705705 705705705705710 710 710710710710710710710710710710710710710710710710710710710710710710710 710 710715715715715715715715715715715715715715715715715715715 715 715715 715715 715 715715715 715715715715 715 715715 715 715 715715715 715 715715 715 720720720720720720720720720720 720720720 720720 720720720 720 7257307357 4 0 7 4 5 7 5 0 755760770 BOLLARD 1SBKBUSC ONCGATE(3) BLK WALL48" CONC BENCH(2)90" CONCPLANTER PLANTER 18" C&GBLK RET WALL36" CONCRET WALL24" WOOD96" PLASTIC D ID ID ID ID ID ID ID ID I15" CMP15" RCP 18" RCP 18" RCP 18" RCP15" CMP15" CMP30" CMP 15 " CMP 15" CMP8" HDPE 8" HDPE15" CMP15" RCP15" RCP15" RCP15" RCP15" CMP8" HDPE D I15" RCP15" RCP 15" RCP15" RCP DI DI 15" RCP 15" CMP 15" CMP 15" RCP15" RCP15" RCP15" RCP15" RCP 15" RCP 15" RCP 18" RCP18" RCP 18" RCP 12" RCP18" RCP ONLY DIRECTION 15" RCP 8" HDPE18" RCP ONLYDIRECTION8" PVC 15" RCP vv10' CONC 10' CONC 60' CONC60' CONC 60' CONC 60' CONC 60' CONC C&G30" C&G 1SBKBUS 18"C&G FLAG POLE BST BST BST BST BST BST BST BST BST BST BST 60" CONC CONC BST BST CONCCONCCONC CONCBST BST BST BST GATEGAT EDIS S S 1SBKD 30"C&GCONC CONC CONC CONC DI8' BK WALL 8' BK WALLCONC WALL 1SBKBUS CONC 30" C&GCONCS RIPRAPCONCFLAGPOLE 1SBKBUS 8' CONCBLK WALL GATEG ATECONC GR10' GRCONC1SBKD G CONCCONC S60' CONC BST SBSTGRCONC CONC CONC CONC S S CONC C&G 18" CONC DRAIN 24" C&G 1SCONCBLKBUS GATEGATEBST BST S6" CONC CURB A. T. M. CONC GROCERY CARTS CARTSGROCERY CARTSGROCERY GATEGATE 1SMTL/BKBUS CONC CONC R IPRAP BK & MTL BK & MTLBK & MTL VACCUM VACCUM VACCUM 48"C HL 78" CONC BLK WALL CONC DAM 1SBKBUS BST BST BST BST CANOPY C&G S60 ' CONC UTIL BOX 60" CONC 60" CONC60" CONCS S S UTILBOX BST CONCGATE G ATE 8' CHLGATE G ATE GATE8' CHLCONC3-MTL POSTS 8' CHL & 3SBW 8' CHL 8' CHL 8' CHL &3SBWGATEGATES WATER TANK CONC CONC 72" BKWALL72" CHL CONC CONCCONC8" CONC CURB 8" CONC CURB CANOPY CONC 1SMTLCONC BUS 4 -GAS PUMP ISL'S U /MTL S C URB 8" CONC CONC4-GAS PUMPSU/CANOPY CHLU/G TANKSMTL POSTS CONC BST 6" BST CURBBST 8" CONC CURBCONC 8" CONC CURB60" CONC60" CONC 60" CONC 60" CONC60" CONC 60" CONC6" CONC CURB S 24" C&G 24" C&G24" C&G24" C&G 24 " C&G 2 4" C&G2 4" C&G2 4" C&G2 4" C&G24" C&G 24" C&G24" C&G 24 " C&G BSTBSTBSTBST BST1SBK&BLK BUS1SBKD S S SS BSTBSTBSTCONCCONC72" WD72" WDSOIL30" C&G60" CONCSBST BST BST 1SFBLKBUS1SSTUCCOBU S CONC 48" CHL48 " CHL WALLCONCBLK60 " CHL 60" CHL 72 " WD 60" CHLBK 48" CONC60" CONC60" CONC60" CONC60" CONC 48" CONC48 " CONC BST BST 1SBKBUS WD A. T. M.CONC BST 72 CHL & 3SBW CONC 1SBK&STUCCOBUSGATEGATEBST SCONC CONC SWALL BK S 8" CONC CURB 8" CONC CURB PUTTINGGREEN W CONC SS DI 18" C&G18" C&G 24" C&G 24" C&G 30" C&G 30"30" C&G24" C&G 30" C&G 30" C&G 18" C&G30" C&G24" C&G24" C&G24 "C&G24" C&G18" C&G18" C&G18" C&G18" C&G18" C&G18 " C&G 18" C&G18" C&G 18" C& G 18 " C&G 18" C&G30" C&G24" C&G24" C&G 30" C&G24" C&G 30" C&G6" CURB24" C&G 24" C&G 24" C&G24" C&G24" C& G 30" C&G 30" C&G 30" 24" C&G 24" C&G 24" C&GC&G 24"24" C&G1SBKBUS60" CONC 60" CONC60" CONC1SBKBUSCANCANS4 0 " MT L 40" MTL 18" C&G 18" C&G18" C&G1SMBUS1SFD1SFDCAN1SFD1SFD1SFD1SFDSSCONCCONCCONC 72" WD48" WD SPLIT RAILCONCCONC30" C&G30" C&G72" WD72" WD48" WD SPLIT RAIL PA-ASPHASPH48" CHL60" CHL60" CHL 48" CHLGRCONCCONC24" C&G 24" C&G24" C&G 2 4" C&G24" C&GASPH 72" WD 72" WD 72" WD CONC60" CHL36" CONC WALLGRGRCONC332 731 333 729 718 724360 715 714 710 SR 1009 OLD MONROE RD 47.5' BST 36' CONC 36.5' BST 13' BST13' BST25' BST 33' BST 34.5' BST 32' BST 41' BST 32.5' BST SR 1008 WAXHAW-INDIAN TRAIL RD 45' BSTSR 1008 INDIAN TRAIL ROAD SOUTH 33' BST60' BST30' BST26.5' BST39' BST31.5' BST31.5' BST31.5' BST30' BST34' BST 38 .5' BST BST 33' BST BROKEN BSTMTR MTR MTR LP LP LP LP S 34.90 13+42 .41 Y10 STATION Elv . 708.62 TH 23 EIPEIP E IP E IP PB F PG 687 DB 5544 PG 865 PB L PG 810DB 5910 PG 117FAMI LY TYME LLCANTHONY A. WENDELL STEPHEN G. SIMMS J.J. CLARK, JR. DB 1188 PG 728S 48°16'33" W149.94'S 38 °03'4 1" E 127.71'S 48°17'44" W53.60'S 41°18'58" E 60 .66' S 41°18'58" E 20 .93'N 47°51'42" E199.21'S 48°25'03" W74.07'N 48°22'46" E75.80'N 49°33'51" W S 49°33'10" E 238.95' N 49°34'02" W S 54°39'39" E 89.27'S 68°15'47" W28.80'N 68°18'21" E71.20'N 68°18'21" E28.80'S 48°33'39" E 125.98'N 68°22'31" E71.20'N 68°18'21" E28.80'N 68°18'21" E71.20'N 68°08'04" E28.80'S 68°22'39" W89.60'S 42°57'39" E 199.14' S 45°10'39" E 162.54 'S 46°11'39" E 244.60'N 68°06'51" E33.40'S 68°51'23" W113.49'S 67°57'40" W153.44'S 3 5°31'41 " E 28.78'S 40°59'01" W251.52'S 41°00'01" W275.91'N 37°42'20" E312.51'S 29°21'51" W246.09'N 48°18'09" W 108.52'S 40°59'02" W55.01'N 48°24'49" W 60.01'N 40°56'23" E49.43'N 40°57'57" EN 46°40'14" W N 46°39'59" W N 29°28'18" E201.70'S 63°37'02" E EX IST ING R /W EX IST ING R /W EXISTING R/WEXISTING R/WEXISTING R/WS 83°28'58" E 124.51'S 46°10'56" W99.39'N 56°02'47" W 63.76' N 43°41'37" W 57.90' N 56°02'47" W 34.97'S 46°47'10" W222.38'S 43°19'55" E 154 .07'S 43°19'55" E 133.63'N 43°31'07" W 246.65'N 39°36'31" E282.62'N 43°31'07" W 44.84'S 44°12'20" W84.10'S 43°21'15" E 26.82'N 43°54'31" E10.19'S 43°27 '44" E 92.99'S 27°30'21" W250.80'N 46°46'33" E248.34'S 56°03'24" E 167.89'S 43°15'14" E 235.00'S 57°08'56" WS 27°04'46" W296.05'EXISTING R/WEXISTING R/W S 29°30'49" W30.08'S 60°07'28" E 143.19'N 29°29'38" E29.92'24.53'N 29°26'47" E84.28'33.64'+92.92 27.39'+16.5326.03'+61.2219.27'+49.6126.16' +51.68 DEVELOPMENT INC ALPHA OMEGA LAND DEVELOPMENT INC ALPHA OMEGA LAND RUSHING CONSTRUCTION PLAZA LLC INDIAN TRAIL DEVELOPMENT INC ALPHA OMEGA LAND PUBLIC WORKS UNION COUNTY BOULEVARD EAST LLC CAH HOLDINGS LLC CAH HOLDINGS LLCTWO COUSINS PROPERTIES, LLC DENISE P. ATHANS GEORGE ATHANS AND WIFE GEORGE ATHANS JANICE W PRIVETTE GAY D PRIVETTE & JUNE JAMES HENRY NANCE WILLIAM M CURD JAMES HARBISON SUBHASYS ESTATES LLC WIFE DENISE P. ANTHANS GEORGE ANTHANS AND HENDLEY-BREWER PROPERTIES GREGORY PLAZA LLC INDIAN TRAIL PROPERTIES PROPERTIES LLC WILLIAMS HARRIS VANE SSA D PARKER LOT 6 B LOCK B PB 5 PG 19 0 DB 58 94 PG 74 7E STH ER G NARRON RIZAK RETAIL, LLC PB 6 PG 36 DB 1473 PG 786 DB C PG 628 DB 5727 PG 343 LOT 26 PB C PG 628 DB 5529 PG 333 LOT 27 PB 6 PG 36 DB 1665 PG 001 PB 6 PG 36 DB 684 PG 636 PB 6 PG 36 DB 439 PG 87 PB F PG 687 DB 6757 PG 593 DB 773 PG 520 DB 430 PG 831 DB 1717 PG 511 PB F PG 687 DB 1309 PG 054 DB 5813 PG 892 DB 4373 PG 786 DB 4373 PG 786 DB 4373 PG 786 DB 5260 PG 305 DB 245 PG 434 DB N/F PG N/F DB 6614 PG 261 DB 4362 PG 003 DB 4356 PG 001 DB 4452 PG 042 PUBLIC WORKS UNION COUNTY DB N/F PG N/FN 14°52'54" W171.79' MTR TCAB. MTR TS HH T HHT MTR OUTLET MTR MTR MTR JB LSOUTLET LS MTR OUTLET VAC.VAC. VAC. MTRT EOIEOI EOIEO IHHTTTTH H T C H HHH H HHHH H H H EOI E OI H H EOI JB LP LP LP LPLPLPLPLP LP LP LP LP LP LP LP LP LP LP LP LP LP LP 48 FO 100 PR100 PR 900 PR9 00 PR 1200 PR 1200 PR 1200 PR24 FO 24 FO24 FO 24 FO 8" STEEL144 FO 144 FO 144 FO144 FO50 PRTTT LPLPLPLPLPLPLPLP25 PR 24 FO LP LP LP LP LPLP LP LP2" PLASTIC6" MDPELP LP LP LP LP LP LP LPLP LP LP 96 FO144 FO432 FO72 FO25 PR25 PR2 5 PR25 PR 1.25" MDPE8" STEEL8" STEEL 8" STEEL 6" PLA STIC 6" PLASTIC 2" PLASTIC 2" PLASTIC2" MDPE 2" MDPE2" MDPE48 FOLPLP LP LPLPHH MCNC HHCONTERA HH CONTERA HHMCI/VERIZON HHMCI/VERIZON HH MCNC F C C C F F C F F F F FFF F F C F F C F F F F F F F F F F F F F 1560 6510 CHORD CHORD53 61 64 65 66 67 60 60 69 70 71 72 73 74 75 76 194 63 61 PROP 2'-6" C&G PROP 6' S IDEWALK PROP 5' SIDEWALK PROP 5' SIDEWALKPROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-9" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND 20'R 15'R 15'R 25'R 15'R 1 5'R35'R 65'R 50'R 15'R15'R 50'R 60'R 180'R15'R 15'R15'R 15'R15'R 15'R20'R2 0 'R25'R25'R15'R 15'R15'R 15'R15'R 15'R15'R15'R15'R PROP RA ISED MED IAN 180'RPROP 2'-6" C&G PROP 2 '-6" C&G PROP 5 " MONO ISLAND MATCH EXISTING -Y10- POT STA. 10+00.00 BEGIN CONSTRUCTION PROP 5' SIDEWALKPROP 5' MONOLITHIC ISLANDSEE SHEET 2C-2 PROP 2 '-0" C&G10'RPROP 10' MUP PROP 10' MUP PROP 10' MUP PROP 10 ' MUP PROP 2'-0" C&G 15'R15'R 5'R15'R5'R15'R 30'R 40'36 '28'35' 40 'SIGN DISTURB DO NOT PROP 6' SIDEWALK1'-6 " C&G PROP PROP 2'-0 " C&G PROP 2'-0" C&GPROP 2'-6" C&G C&G 2'-0" PROP PROP 2'-0" C&G2'-0" C&GPROP PROP 2'-0" C&GO O P PPP15" RCP-IV 15" RCP-IV 15" RCP-III 15" RCP-IV 18" RCP-IV EXIST 24" TIE BOX TO REMOVE REMOVE REMOVE 15" RCP-III 15" RCP-IV (SPECIAL DESIGN) 2GI 15" RCP-IV 0840 0841 0842 0847 0836 0837 0845 0844 0838 0843 0839 0802 0803 0804 0806 0829 0828 0834 0816 0833 0826 0827 0832 0831 0815 0830 0851 0808 0809 0813 0810 0811 0814 0850 0849 0812 0824 0823 0821 0822 0820 0825 0807 0805 36" RCP-IV REMOVE * U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC8.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A UC-8 MATCHLINE - SEE SHEET UC-7MATCHLI NE - SEE SHEET UC-9MATCHLINE - SEE SHEET UC-20 TYPE OF FITTINGS WILL VARY BASED ON FIELD CONDITIONS. ON THIS PLAN SHEET IS 8785 POUNDS. THE ACTUAL QUANTITY AND THE ESTIMATED QUANTITY OF DUCTILE IRON WATER PIPE FITTINGS N A D 83/ N A 2011 NEEDED. IF WATER METER FEEDS RPZ, RELOCATE SERVICE LINE TO 1" RPZ. TRACE SERVICE LINES AS 1. CONTRACTOR VERIFY 3/4" WATER EMTER FEEDS NOTES: CB CB CB CB CB CB CB CB CB CB 24" RCP 30" RCPCB TOP=704 .44'36" RCP36" RCPTOP=703.40'TOP=717.61' CB TOP=715.17' HW CB CB CB CB CB CB CB 24" RCPFES FES FES FES FES FES FES FES TOP=719.35' TOP=709.17' 12" HDPE FES S S S S S S CONC NO SIZE HDPECB CB 24 " PAVED D ITCH CBCBCB60.00'60.00' 60.00' RETAIN RETAIN RETAINRETAIN REMOVE DI RETAIN DI RETAIN INV=709.6 TOP=712.6 INV=711.3 TOP=714.3 INV=702.7 TOP=706.6 INV=707.8 TOP=714.1 INV=706.7 TOP=709.7 INV=710.4 TOP=714.9 INV=712.7 TOP=715.7 INV=707.2 TOP=710.2 INV=710.6 TOP=713.8 INV=713.3 TOP=716.5 INV=711.7 TOP=714.7 INV=712.8 TOP=715.8 INV=713.1 TOP=716.1 INV=714.8 TOP=718.8 INV=715.8 TOP=719.0 INV=712.1TOP=715.115 " RCP -IV 18" RCP-IV 18" RCP-IV 15 " RCP -IV 1 5 " RCP-I V 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-I V 15" RCP-IV 18" RCP-IV 24" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 18" RCP- I I I DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CBRCP-IV 18" RCP-IV 15" RCP- I V 18" REMOVE REMOVEREMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE O.E.P INV=708.9 TOP=712.1 15" RCP -IV INV=711.5 TOP=715.3 INV=713.0 INV=714.2 TOP=717.4 INV=714.6 TOP=718.0 INV=711.8 TOP=715.0 RETAIN RETAIN REMOVERETAINRETAIN RETAINREMOVE RETAIN REMOVEREMOVE RETAINRETAIN RETAINRETAINRETAINRETA INRETAINRETAIN CB INV=707.3 TOP=712.7 DI DI CB15" RCP-IV 15" RCP -IV DI INV=715.7 TOP=718.9 30" RCP-IV PLUG & FILL INV=714.8 TOP=718.9 INV=714.9 TOP=718.6 INV=715.0 TOP=718.3 INV=700.5 TOP=704.4 INV=700.2 EST. 4 C.Y. CONCRETE (SEE DETAIL 8-1) REPLACE CONC. CHANNEL INV=708.3 TOP=711.3 INV=717.4 TOP=720.4 INV=716.0 TOP=719.0 INV=713.6 TOP=716.6 INV=712.4 TOP=716.0 INV=711.1 TOP=715.3 14 S.Y. GEOTEXTILE EST. 5 TONS CL-B RIP RAP MH JB w/RETAINCOLLAR DI INV=698.8 INV=699.6INV=699.6 INV=707.5 TOP=715.0 18" RCP-IV CB INV=709.1 TOP=712.1 INV=703.7 TOP=706.7 INV=714.3 TOP=717.5 INV=714.6 TOP=719.4 INV=709.8 TOP=715.4 INV=699.6 TOP=701.9 PLUG & FILLREMOVE INV=716.9 TOP=720.2 8"PVC8"PVC 8"PVCONLYDIRECTION4"PVC8"PVC6"PVC 8"PVCONLYDIRECTION8" PVC-15 .65 13+26.74 Y10 STATION Elv. 708 .83 TH 24 -21.82 61+61.30 L STATION Elv . 712 .05 TH 25 -29.64 56+56 .75 L STATION Elv . 706.67 TH 22 BFPVAULTBFP BFP X2BFP BFP 8" AC 8" AC6" AC6 " AC 35'x10' BORE PIT 10'X10' RECEIVING PIT10+0011+0012+0013+0035'x10' BORE PIT 10'x10' RECEIVING PIT 58+00 59 + 0 060+00 61+00 62+00 63+00 64+00 65+00 66+00 67+00 68+00 69+00 70+00 IMPACT PROP. MANHOLE PROP. DRAINAGE CATCH BASIN DOES NOT CONTRACTOR TO ENSURE CONSTRUCTION OF 183° 94° 107° 114° 135° 131° 143° 142° 179° 180° 128°10+0011+0012+0013+0014+00 BACKFLOW PREVENTORS DO NOT DISTURB EXISTING SSCO PFHPFH GVGVGVGVGV GVGVRWMRWMRWMRWM RWM RWM RWM RWMRBFPRBFPRWM RWMRBFPRBFPRBFPRWM SSCO SSCO SSCORWM SSCO RWMRWMRWM8" VALVE 393 LF 16" WATER LINE -SS6A- PVC SDR26 207 LF 8" SANITARY GRAVITY SEWER -SS6- PVC SDR35 SANITARY SEWER CLEAN-OUT 16 LF 4" SANITARY GRAVITY SEWER 293 LF 8" WATER LINE 9 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 55 LF 8" SANITARY GRAVITY SEWER 241LF 8" SANITARY GRAVITY SEWER -SS6- PVC SDR26 -SS6- PVC SDR35 36 LF 8" SANITARY GRAVITY SEWER 13 LF 8" SANITARY GRAVITY SEWER -SS6- DIP PC350 1320 LF 16" WATER LINE 16" VALVE 16" VALVE 62 LF BORE AND JACK OF 24" 115 LF 24" ENCASEMENT PIPE -SS7- PVC SDR35 64 LF 8" SANITARY GRAVITY SEWER -SS6B- DIP PC350 57 LF 8" SANITARY GRAVITY SEWER 17 LF 8" SANITARY GRAVITY SEWER 182 LF 8" SANITARY GRAVITY SEWER -WL3- STA. 10+00.00 -WL2- STA. 61+75.79 16"X16"X8" TEE -WL3- STA. 10+05.00 -WL2- STA. 62+23.91 -WL4- STA. 10+00.00 -WL2- STA. 62+28.41 16"X16"X16" TEE -WL4- STA. 10+03.50 -WL3- STA. 13+08.07 -WL4- STA. 11+39.85 72 LF 8" SANITARY GRAVITY SEWER -SS6- PVC SDR26 86 LF 24" ENCASEMENT PIPE BEND RADIUS: 764.0' END STA: 59+90.02 BEGIN STA: 58+69.80 -WL2- DEFLECTION RELOCATE WATER METER -WL2- STA. 58+16.57 -WL2- STA. 62+65.70 -WL2- STA. 62+43.62 BEND RADIUS: 764.0' END STA: 65+49.82 BEGIN STA: 63+66.79 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 66+47.63 BEGIN STA: 65+57.58 -WL2- DEFLECTION 2-RECONNECT WATER METER 2-RELOCATE WATER METER 2-RELOCATE WATER METER -WL2- STA. 61+80.79 -WL2- STA. 62+14.38 -WL2- STA. 61+92.93 -WL2- STA. 57+62.02 -WL4- STA. 11+64.04 WATER METER 2-RELOCATE -WL2- STA. 60+79.12 -WL2- STA. 62+32.78 -WL4- STA. 11+76.16 -WL3- STA. 13+13.07 8"X6" REDUCER 2-RELOCATE WATER METER RELOCATE WATER METER -SS6- PVC SDR26 (230 LF TOTAL) -WL3- RJ DIP PC350 -WL3- RJ DIP PC350 -WL2- STA. 66+62.27 16"X16"X6" FH TEE 20 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT -WL2- STA. 57+74.91 16"X16"X6" FH TEE -WL2- STA. 67+01.21 (ROTATED) -WL2- STA. 66+72.85 (HORZ.) -WL3- STA. 10+32.61 -WL3- STA. 10+15.00 4' DIA. UTILITY MANHOLE 4' DIA. UTILITY MANHOLE STA. 5+66.81 SSMH-24, -SS6- SSMH-22, -SS6- STA. 2+55.20 4' DIA. UTILITY MANHOLE SSMH-21, -SS6- STA. 2+19.73 4' DIA. UTILITY MANHOLE SSMH-20, -SS6- STA. 0+12.93 4' DIA. UTILITY MANHOLE DOGHOUSE MANHOLE SSMH-19, -SS6B- STA. 0+00.00 SSMH-19, -SS6- STA. 0+00.00 4' DIA. UTILITY MANHOLE 4' DIA. UTILITY MANHOLE SSMH-33, -SS7- STA. 19+02.85 53 LF BORE AND JACK OF 24" 53 LF 24" ENCASEMENT PIPE ASSEMBLY PREVENTION BACKFLOW RELOCATE RPZ PREVENTION ASSEMBLY RELOCATE RPZ BACKFLOW RELOCATE WATER METER PREVENTION ASSEMBLY RELOCATE RPZ BACKFLOW RELOCATE WATER METER WATER METER RELOCATE ASSEMBLY PREVENTION BACKFLOW RELOCATE RPZ -WL4- STA. 12+00.21 -WL4- RJ DIP PC250, 930 LF TOTAL METER RELOCATE WATER RELOCATE WATER METER -WL3- STA. 12+23.07 -WL3- STA. 12+00.00 10 LF 6" WATER LINE PRESCOTT STYLE 501 COUPLING OR EQUAL TIE-IN TO EXIST. 6" AC WATER LINE W/ EJ -WL3- STA. 13+23.07 8" VALVE 20 LF 16" ENCASEMENT PIPE -SS7- PVC SDR35, 400 LF TOTAL SSMH-26, -SS6A- STA. 0+55.08 SEE NOTE 1 LF TOTAL -WL2- RJ DIP PC250, 7,865 4' DIA. UTILITY MANHOLE OUTSIDE DROP MANHOLE SSMH-23, -SS6A- STA. 0+00.00 SSMH-23, -SS6- STA. 3+26.41 -WL2- STA. 57+62.02 -WL2- STA. 58+16.57 BEND RADIUS: 764.0' END STA: 59+90.02 BEGIN STA: 58+69.80 -WL2- DEFLECTION -WL2- STA. 59+92.92 -WL2- STA. 60+11.67 -WL2- STA. 60+16.84 -WL2- STA. 60+43.28 183 685685690690690690690690690690690690690690695695695695695 695 695 695695695 695 700700700700 700700 700700700700700700705705705705705705705705710 710 710710710710 710 710 710710 710 710710710 710 710710715715715715 715715715715 715 715 715715 715715 715 715715715715715715 S BOLLARD 1SBKBUS PA-BST BK CONC CONC BK S S PLANTER 18"C&G 18"C&G BK BENCH(2)BENCH(2) 120" CONC 30" C&G 72" CONCBK S BOLLARD(4) BOLLARD(4) 18" C&G 18" C&G CONC 96" CONCPLANTER PLANTERPLANTER PLANTER 120" CONC 15" RCP 15" RCP 15" RCP15" RCP 15" RCP 15" RCP 18" C&G 18" C&G RET WALL 10" STONE 60" MTL 15" RCPCONCPA-BST 3 0 " C&G30" C&G15" RCPCONC15" RCP15" RCP15" RCP PA-BST 60" CONC 18" RCP ONLY DIRECTION 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP15" RCP15" RCP15" RCP15" RCP 15" RCP 15" RCP 15" CMP12" RCP15" CMP 15" CMP DI ONLY D IRECT ION 4 "PVC 18" RCP 15" RCP 705 691 378vvv 1SBK CHURCH CONCCONC PLAYGROUND CONC CONC BST BST6S ELEC6S ELEC 6S ELEC48" WD 1SBKD 1SBKD SOILGR GRCONCCANOPY B 1SCONCBLK FIRE DEPT. CONC 1SBKD 1SBKD9' GR48" CHL48" CHLBSTBSTBST 24" CHL24" CH L10' GR10' GR BST9' GR 9' GR CONC72" CONC 72" CONC CONC 72" CHLUTIL BOX DI CONC DK 10' GRG 1SBKD 1SBKD1SBKD 1SBKD S S S1SF BUS 10' GR10' GR15" CMP S S GR 48" WW 48" WW48" WWGRGATE BK STEPS CONC CONC STEPS 12' BSTS 60' CONC 60' CONC S CONC RIP WRAP RIP WRAP 48" W W C&G C&G BST BST BST BST BSTBST RIP WRAP UTIL BOX 60" CONC60" CONCGATEGATE 1SBKBUS CONC BST BST W WOOD POSTS W/ELEC WIRE & LIGHTS ELEC VAULT 30" C&G 30" C&G18" C&G18" C&G18" C&G18" C&G18" 18" C&G18" C&G 18" C&G18" C&G 18" C&G 18" C&G30" C&G30" C&G 18" C&G18" C&G 18" C&G18" 701 699 703 698 376 377 695 696 692 693 689 690 SR 1009 OLD MONROE ROAD 55' BST 46' BST 21' BST 36' BST13' BST371 LP LP LP GUY(2) S S GLENN VALLEY LN. 36' BSTD ISHSATELLITE MON EIP(DISTURBED) EIP EIP MON MON MON MON MON CREEKSIDE BIBLE CHURCH DB 5572 PG 280DB 5910 PG 117FAMILY TYME LLCS 63°37'02" E 165.25'S 26°22'58" W176.39'N 30°57'03" E203.29'N 33°20'51" E206.31'S 35°42'54" W209.41'N 62°13'37" W 100.80' S 62°14'07" E 100.80'N 30°56'47" E297.57'S 41°11'58" W227.97'N 51°22'0 4 " W 122.5 2'S 32°42'12" W154.86'N 38°21'21" E413.07'4.15'0.31'EXISTING R/W EXISTING R/W EXISTING R/WS 57°08'56" W230.00'S 27°05'16" W262.09'S 57°09'28" W 217.65'S 43°10'26" E83.04'S 43°14'06" E45.70'S 46°23'48" E220.10'S 41°53'56" E105.37'S 60°39'20" W418.00'S 60°39'20" W498.75'N 24°54'20" E759.26'S 14°54'20" W731.70'S 07°24'20" W696.42'S 35°43'09" W300.00'S 63°36'15" E 201.12' S 63°11'24" E 69.34' N 63°37'02" W 206.25'N 26°22'49" E176.30'S 63°37'02" E 192.96'27.13'S 29°53'15" W202.35'S 29°51'13" W92.19'32.22'+44.1130.87'+68.4623.77'+51.4239.61'+76.1530.29' +17.47 28.98' +69.75 28.57' +39.02 80.89' +47.66 PRO PE R T IE S L LC W ILL IAM S HA RR IS PROPERTIES LLC WILLIAMS HARRIS UNION MEMORIAL HOSPITAL INC WENDY D EDWARDS SANDRA E PETERSON JOYCE PRICE SHARON PRICE WALLACE CROWELL LOT 2 BILLIE P CROWELL FAMILY TYME LLC JORDAN'S PLACE LLC JORDAN'S PLACE LLC FIRE DEPARTMENT INC. STALLINGS VOLUNTEER FIRE DEPARTMENT INC. STALLINGS VOLUNTEER OH SEON PARK TAE KYU PARK CREEKSIDE BIBLE CHURCH BARBARA HELMS ROGER MAC HELMS DB 465 PG 758 DB 5813 PG 892 DB 5469 PG 578 PB 4 PG 149 DB 5957 PG 004 PB 4 PG 149 DB N/F PG N/F DB 5572 PG 280 DB 561 PG 448 DB 256 PG 88 PB E PG 413 DB 1094 PG 701 DB 1094 PG 701 PB E PG 413 DB 5260 PG 303 PB D PG 160 DB 5260 PG 303 PB D PG 160 PB D PG 160 DB 1330 PG 628 PB L PG 810 DB 5910 PG 117 PB 4 PG 149 DB N/F PG N/F JORDAN'S PLACE LLC DB 5260 PG 303 PB D PG 160 T CHH HH EOIC MTR X3 LS EOI MTR HH MTR T HHT EOIEOIEOIEOI EOILP LP LP LP LP LP LP LP LP LP LP LP 48 FO 48 FO144 FO 144 FO 6" PLASTIC LP LP LP LP LP LP S LP LP LP LP LP LP LPLP LP S LP LP LP ASPH CONC PLANTER PLANTER PLANTER 12"HDPECBINV=706.69' INV=706.70' TOP=709.94' C H A N G E T Y P E 12" P V C INV=709.78' TOP=710.53' INV=709.75' TOP=710.48' RIP/RAP 10" P V C MBDIR S INV=708.83' INV=708.84'8" PVC CONC S S TOP=713.75' INV=708.85'8" PVCASPH TOP=713.48' INV=709.98' INV=709.91' DI DIR4" PVC BK COLUMN (5) CANOPY 1SBKBUS PVC4"4" PVC DI PVC 8 "DI TOP=713.61' INV=711.05' INV=711.03'30" C&GCANOPY EXISTING R/W S CONCBOLLARDS(5)BRK WALL18" C&GS CONCCONC INV=707.71' TOP=710.87' INV=710.37' INV=710.38' TOP=713.62' BENCHCONC 15" RCPBO-TY LLC DB 6508 PG 659 6"HDPE DI (2) (DIR) TOP=708.68' 18" C&G TOP=704.01'TOP=705.76' INV=694.41'INV=706.47' INV=698.56 'INV=702.70' TOP=706.77'ASPH 15"RCP GLEN OAKS INVESTMENTS, LLC CARLTON'S RENTALS, LLC AND DB 7270 PG 654 HH MCNCHHCONTERA C F F F C FFF F FF CC C C F C C F CC C C F F C C C7580 15.02.01.02.003.02.02VAR..02.02.02VAR..0267 77 78 79 80 81 76 83 84 86 87 88 89 90 84 84 PROP 5' SIDEWALK PROP 2'-6" C&G PROP 5" MONO ISLAND 15'R 15'R 15'R15'R 100'R 60'R20'R 30'RRETAIN EXIST. SIDEWALK AND C&G RETAIN EXIST. SIDEWALK AND C&G PROP 5' SIDEWALK PROP 2'-6" C&G -LBA- POT STA. 13+00.00 TIE TO EXIST. -LBA- 15" RCP-III 15" RCP-III REMOVE REMOVE REMOVE REMOVE 15" RCP-IV 091509140913 0912 0911 0910 0931 0909 0901 0903 0904 0902 0906 0905 0908 0922 0921 0919 0918 0924 0925 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC9.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNO RTH CAR O LIN A UC-9 MATCHLINE - SEE SHEET UC-8MATCHLINE - SEE SHEET UC-10TYPE OF FITTINGS WILL VARY BASED ON FIELD CONDITIONS. ON THIS PLAN SHEET IS 3130 POUNDS. THE ACTUAL QUANTITY AND THE ESTIMATED QUANTITY OF DUCTILE IRON WATER PIPE FITTINGS CB CB CB CB CB TOP=707.76'TOP=708.53 'CB CB CB CB SS CB CB OTCB HW FES CB CB CB CB CB FES FES FES FESFES FES FES FES FES FESFES FES FESFES FESFES 10" HDPEDIRECTIONONLY12" HDPE 12" HDPETOP=699.49' S CB CB 60.00'INV=706.23 'INV=695.94'INV=694.55'INV=694.23 'INV=694.08' INV=694.9 TOP=697.9 INV=695.9 TOP=698.1 INV=711.3 TOP=713.5 INV=712.1 TOP=715.1 15" RCP-IV 15" RCP-III 15" RCP-III OTCB 15" RCP-IV 15" RCP-I V 1 5" RCP-I V 15" RCP-IV 15" RCP-IV 15" RCP-IV DI DI CB CB CB CB CB CB CB CB CB CB CB CB RETAIN RETAIN RETAINRETAINREMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVEREMOVE REMOVE R C P-V 15" O.E.P INV=689.5 TOP=692.8 INV=688.0 TOP=691.2 INV=700.1 TOP=703.1 RETAINRETAINRETAINRETAINRETAIN RETAIN RETAIN RETAIN RETAIN RETAIN R E TA IN RETAIN RETAINRETA IN RETAINRETAIN INV=711.7 TOP=715.8 INV=711.6 TOP=715.5 18" RCP-IV 18" RCP-IV IN V = 7 11.1TO P= 7 15.3 GRADE TO DRAIN GRADE TO DRAIN INV=710.3 TOP=713.3 CBINV=706.4 TOP=709.4 INV=706.0 TOP=709.4 REBUILD RETAIN RETAIN CB INV=701.3 TOP=702.1 15" RCP-IV INV=711.7 TOP=715.3 INV=711.1 TOP=714.3 INV=705.5 TOP=709.5 INV=708.5 TOP=712.3 INV=699.6 TOP=700.9 8"PVC 8"PVC8"PVC 8"PVC8"PVC 8"PVC 8"PVC 8"PVC -13.79 72+37.10 L STATION Elv. 710.69 TH 26 -13.18 78+06.48 L STATION Elv. 695.80 TH 27 6" PVCBFPVAULTVAULT FDCBFPALL BFP X3 BFP 8" AC 8" DI8" PVCINV=701.86' TOP=705.70' INV=700.08'TOP=707.41'INV=700.38 'INV=698.13'TOP=705.88'698.99 'INV= INV=698.37' INV=698.79 'TOP=705.36'NAD 8 3/ NA 2 0 1 1 10'X10' RECEIVING PIT BORE PIT 35'X10'10+0011+0010+0011+0071+00 72+00 73+00 74+00 75+00 76+00 77+00 78+00 79+00 80+00 81+00 82+00 83+00 84+00 180° 178°178° 10'X10' RECEIVING PIT 35'X10' BORE PIT BORE PIT 35'X10' RRPZPFH PFHGVGV PFH RWM RWM RWMRWM RWM RWM RWMRWMPWMRWM RWMRWM RBFP RWM RRPZSSCO SSCO RWMRWM12 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 246 LF 8" SANITARY GRAVITY SEWER -SS7- PVC SDR35 SANITARY SEWER CLEAN-OUT -SS7- PVC SDR35 8" VALVE -WL2B- STA. 10+05.00 8 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 400 LF 8" SANITARY GRAVITY SEWER -SS7- PVC SDR35 1398 LF 16" WATER LINE 172 LF 8" WATER LINE 16" VALVE 49 LF BORE AND JACK OF 12" 80 LF 12" ENCASEMENT PIPE SANITARY SEWER CLEAN-OUT 76 LF 6" SANITARY GRAVITY SEWER PVC SDR35 11 LF 6" SANITARY GRAVITY SEWER PVC SDR35 107 LF BORE AND JACK OF 16" 107 LF 16" ENCASEMENT PIPE -WL2B- RJ DIP PC350 88 LF 16" ENCASEMENT PIPE JACK OF 24" 45 LF BORE AND ENCASEMENT PIPE 45 LF 24" 377 LF TOTAL -SS7- PVC SDR35, WATER METER RELOCATE RELOCATE WATER METER -WL2- STA. 72+86.53 -WL2B- STA. 10+00.00 -WL2- STA. 72+99.22 16"X16"X8" TEE BEND RADIUS: 764.0' END STA: 74+09.60 BEGIN STA: 73+44.57 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 76+73.59 BEGIN STA: 75+79.06 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 77+86.45 BEGIN STA: 77+21.72 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 78+39.99 BEGIN STA: 78+00.57 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 80+52.39 BEGIN STA: 80+14.68 -WL2- DEFLECTION BEND RADIUS: 764.0' END STA: 85+40.10 BEGIN STA: 83+84.91 -WL2- DEFLECTION RELOCATE WATER METER 2-RELOCATE WATER METER RELOCATE WATER METER 2-RELOCATE WATER METER RELOCATE WATER METER RELOCATE WATER METER WATER METER RELOCATE -WL2B- STA. 11+61.25 -WL2B- STA. 11+36.09 -WL2- STA. 72+31.55 16"X16"X6" FH TEE -WL2- STA. 78+37.61 16"X16"X6" FH TEE -WL2C- STA. 10+00.00 -WL2- STA. 77+93.03 16"X16"X6" FH TEE STA. 15+02.85 SSMH-32, -SS7- SSMH-30, -SS7- STA. 8+57.11 4' DIA. UTILITY MANHOLE (HORZ.) 11+25.28 -WL2B- STA. (ROTATED) 11+02.03 -WL2B- STA. -WL2- STA. 79+27.48 -WL2- STA. 82+93.66 -WL2- STA 71+03.41 RELOCATE WATER METER PREVENTOR BACKFLOW EXISTING DO NOT DISTURB RELOCATE RPZ BACKFLOW PREVENTION ASSEMBLY METER RELOCATE WATER RELOCATE WATER METER LINE W/ SOLID SLEEVE TIE-IN TO EXIST. 8" WATER -WL2B- STA. 11+71.25 -WL5- STA. 11+62.39 12"X8" REDUCER SOLID LID SSMH-31, -SS7- STA. 11+02.85 CLEAN-OUT SEWER SANITARY RECONNECT GRAVITY SEWER 400 LF 8" SANITARY 4' DIA. UTILITY MANHOLE 4' DIA. UTILITY MANHOLE GRAVITY SEWER 218 LF 8" SANITARY -SS7- PVC SDR35, 400 LF TOTAL -WL5- STA. 10+10.00 106 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 2-RELOCATE RPZ BACKFLOW PREVENTION ASSEMBLY MANHOLE 4' DIA. UTILITY SOLID LID 4+57.11 SSMH-29, -SS7- STA. GRAVITY SEWER SANITARY 139 LF 8" TOWARDS FIRE DEPT. FIRE HYDRANT TO BE POINTED DEPT. PROPERTY LOCATED ON STALLINGS FIRE FIRE HYDRANT & VALVE TO BE -WL2C- STA. 11+03.35 -WL2- RJ DIP PC250, 7,865 LF TOTAL RECONNECT WATER METER 184 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC10.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNO RTH CAR O LIN A 670670675 675 675 675675675675675675675675680680680680680 680680680680680680680 680 6806806 8 0 680680680680 680 680680 680 680 680 680680680680680680680680685685 685685 685 685685685685685685 685685685685 685 6856856856856 8 5 685685685 685 1 5 " RCPBST 15" RCP12" RCP15" RCP 15" CMP 15" RCP 15" CMP 18" RCP15" CMP 688 382 390 G CONC MTL POSTS WD ARBOR10' SOIL10' GR10' GR1SBKD CONC CONC Svv2SBKD DK CONCCONCCONCCONCCONC CONC WELL (ABAND)GATEGATECONCGR 5S ELEC5S ELEC 5S ELECCONC CONC CONC 1SFD GGR 12' GRBST BST W CONC S S GR 1SBKD CONC S48" CHL S CONC G 1SROCKD ROCK CONC ROCK WGR GR 10' GR & SOILPLAYGROUND SOIL POST 48" WD POSTS 48" WD POST GR MTL POST CONC 687 379 685 381 384 385 686 680 386 389 678 RADIO DR 20' BSTGARMON RD 36.5' BSTSR 1009 OLD MONROE RD 37' BST GARMON RD 16' BSTSR 1371 SOUTHFORK RD 20' BST3' 1SWMON MON EIP EIP(BENT) MON MON MON MON S 29°40'15" W783.86'S 17°20'25" W204.17'S 80°31'23" E 307.61'2.04'N 15°56'05" E577.69'N 41°44'15" E380.68'N 41°44'15" E379.17'S 71°02'06" E 116.27'S 48°24'50" W818.12'EXISTING R/W EXISTING R/WEXISTING R/WEXISTING R/W8.30'+43.4737.15'+86.0849.16'+82.2855.82'+72.4433.68'+48.88 LOT 1 BILLIE P CROWELL CREEKSIDE BIBLE CHURCH WAXHAW VENTURES LLC NO INFO FOUND KENNETH GANTZ SALLY H JOHNSON ROBERT E JOHNSON JERRY B HUNEYCUTT LOT 3 LOT 4 RAY BERNARD KILLOUGH NO DESCRIPTION FOUND REFERENCE MADE TO THIS DEED BUT RALPH KILLOUGH BRIAN NEAL WINDHAM DENISE KILLOUGH WINDHAM RAY B KILLOUGH HOLDING CO, LLC KILLOUGH-ROHLEDER PB 4 PG 149 DB N/F PG N/F DB 5106 PG 656 DB 5106 PG 659 DB 5572 PG 280 DB 6874 PG 706 PB B PG 158-B DB 1105 PG 848 PB B PG 158-B PB B PG 158-B DB 4031 PG 737 DB N/F PG N/F AKN HOLDINGS LLC LOT 2 DB 3646 PG 330 RAY B KILLOUGH DB 5106 PG 656 EOIHHEOI TS SEPTIC SEPTIC HH T HH EOI EOI48 FO 144 FO 144 FO 6" PLASTIC 25 PR144 FO 144 FO HHCONTERA HH MCNC HH CONTERA HHMCNC F F F F85 909581 91 92 93 94 95 90 96 97 98 99 100 PROP 2'-6" C&G 50'RPROP 5' SIDEWALK -Y11- POT STA. 10+50.00 BEGIN CONSTRUCTION -LBA- -LBA- POT STA. 17+74.95 -L- POT STA. 85+85.86= BEGIN FUTURE TIP PROJECT U-4714BB END TIP PROJECT U-4714BA 1000 1002 1004 1001 MATCHLINE - SEE SHEET UC-9MATCHLINE - SEE SHEET UC-11UC-10 NAD 8 3/ NA 2 0 1 1 TYPE OF FITTINGS WILL VARY BASED ON FIELD CONDITIONS. ON THIS PLAN SHEET IS 6145 POUNDS. THE ACTUAL QUANTITY AND THE ESTIMATED QUANTITY OF DUCTILE IRON WATER PIPE FITTINGS FIELD LOCATE. PER UNION COUNTY. CONTRACTOR TO 2. APPROX. LOCATION OF SANITARY SEWER FORCEMAIN BENDS AND TIE-IN SLEEVES 1. INSTALL DUMMY VALVE BOXS OVER NOTES: FES FES FES FES FES FES FES 18" CMP 12" CMP80.00'60.00' INV=685.2 TOP=688.5 CB CB INV=678.9 24" RCP-III CB INV=683.1 TOP=687.4 INV=679.1 TOP=684.6 18" RCP-IV 18" RCP-IV RCP-IV18" 14 S.Y. GEOTEXTILE EST. 5 TONS CL-B RIP RAP 8" PVC8 " PVC8 " PVC-10.23 86+92.59 L STATION Elv. 680.89 TH 29 0.4894+17.52L STATIONElv. 678.40TH 30 8" AC 8" AC6" PVC6" PVC6" PVC12" DIP RECIEVING PIT 10' X 10' BORE PIT 35'X10' 10' X 10' RECIEVING PIT10+0 012+0013+0085+00 86+00 87+00 88+0095° 180° 179° 158° 35'X10' BORE PIT FUTURE (PLANED) GARMON STORAGE SSMH11+0013+00GVGV GVG V16" VALVE -SS7A- PVC SDR35 238 LF 8" SANITARY GRAVITY SEWER -SS7- PVC SDR35 81 LF 8" SANITARY GRAVITY SEWER 12" VALVE 87 LF 8" SANITARY GRAVITY SEWER JACK OF 24" 45 LF BORE AND ENCASEMENT PIPE 45 LF 24" -WL5- RJ DIP PC350 -WL5- RJ DIP PC350 162 LF 12" WATER LINE -SS7- PVC SDR35, 377 LF TOTAL 377 LF TOTAL -SS7- PVC SDR35, 85+57.39 -WL2- STA. (HORZ.) 85+62.39 -WL2- STA. -WL5- STA. 11+28.53 -WL5- STA. 11+23.53 -WL5- STA. 12+97.80 120 LF BORE AND JACK OF 16" 120 LF 16" ENCASEMENT PIPE WATER MAIN EXIST. 12" TIE-IN TO 10+00.00 -WL5- STA. SSMH-28, -SS7A- STA. 0+00.00 SSMH-28, -SS7- STA. 0+80.21 4' DIA. UTILITY MANHOLE SSMH-27, -SS7- STA. 0+00.00 4' DIA. UTILITY MANHOLE SSMH-37, -SS7A- STA. 0+86.49 4' DIA. UTILITY MANHOLE -WL2- STA. 87+30.28 8" VALVE -WL5- STA. 11+59.47 -WL2- STA. 86+23.75 16"X12" CROSS -WL5- STA. 11+62.39 12"X8" REDUCER ABANDON EXIST. WATER SERVICE 3-RECONNECT WATER METER -WL5- STA. 10+10.00 .46 -WL5- STA. 10+98 -WL5- STA. 13+17.80 -WL5- STA. 13+74.82 SERVICES TO NEW WATER MAIN. RELOCATE METERS AND TRANSGER WATER INSTALL BLOW OFF DETAIL 2B AND IF LINE HAS NOT BEEN CONSTRUCTED, GARMON STORAGE DEVELOPMENT. TIE-IN TO FUTURE 8" WATER MAIN BY -WL5- STA. 13+84.28 222 LF 8" WATER LINE SOLID LID 4+57.11 SSMH-29, -SS7- STA. GRAVITY SEWER SANITARY 139 LF 8" -WL2- STA. 88+52.75 WITH SOLID SLEEVE TIE-IN TO EXIST. 8" WATER MAIN -WL2- STA. 88+62.75 89 LF 8" WATER LINE 312 LF 16" WATER LINE 16" VALVE -WL2- STA. 85+62.39 -WL2- STA. 87+73.48 16"X8" REDUCER 7,865 LF TOTAL -WL2- RJ DIP PC250, -WL2- RJ DIP PC350 185 7057057107107107 1 0 7107107107157157157157157157157 1 5 7157157157157157157157 1 5 715720720720720720720720720 72 0 720720720720720720725730740745750755760765770 72" CONC 60" CONC 15" RCP 15" RCP 15" RCP 15" RCP 15" RCP 18" RCP15" CMP 18" RCP18" RCP18" RCP353 349 347 MTL STORAGE BUSMTL STORAGE BUS60" CONC72" CHL & 3SBW8' CHL & 3SBWGATEGATEWATER TANK1SBK&STUCCOBUSDIHTRGR 48"CHL48"CHLGR 30" C&G30" C&G 3 0 " C&G 30" C&G18" C&G18" C&G 60" CONC 60" CONCS S 1SMTLBUS GR 1SBLKBUS 1SBLKBUS 72" CHL84" CHL 1SBW84" CHL 1SBW60" CHL PA-ASPH 1SBKBUS 1SMTLBUS CONC CONC 72" WDCONC CONCCONC 84" CHL 1SBWASPH CONC CONC GR ASPH SS SS PA-ASPH PA-ASPH GR 30" C&G 24" C&G24" C&GPA-ASPH 60" CONC1SBKBUS S S CONC 84" CHL 1SBW1SBLKBUS1SMTLBUS1SMTLBUS1SMTLBUS72" MTLASPH PA-ASPH PA-ASPH ASPH 18" C&G18" C&GASPH ASPH ASPH ASPH 24" CONC BARRIER WALLS S 84" CONC WALL 72" CHL 3SBW36" WD WALL335338358359339 355 354 352 341 344 345 350 34828' BST21' BST26.5' BST19' BST49' BST19' BST22' BST21.5' BSTWAXHAW-INDIAN TRAIL RD VARIABLE 34' BST S EIPEIP EIPJHW ACQUISITIONS, LLCTRACT TWODB 6476 PG 764N 48°22'46" EN 49°33'51" W144.26'S 49°11'47" W523.91'N 66°42'28" W150.00'N 66°42'28" W175.00'N 66°42'28" W203.28'S 49°33'33" E201.01'S 36°53'02" W264.76'S 49°33'53" E203.71'N 49°34'02" W42.84'S 68°54'28" E204.15'N 25°10'27" E114.91'S 68°54'28" E175.27'S 25°10'27" W114.91'N 68°54'28" W175.27'N 66°44'58" W27.06'N 69°41'43" W178.06'S 23°27'02" W34.84'S 23°53'52" W220.08'S 72°20'03" E175.96'S 60°47'01" E310.50'N 60°47'01" W281.00'N 30°13'17" E299.80'N 52°36'02" W46.57'S 88°18'39" W50.21'N 60°47'01" W148.97'N 60°47'01" W118.60'N 23°11'19" E15.61'S 24°38'01" W140.85'N 61°02'51" W281.08'N 61°01'25" W328.37'N 48°18'09" W108.52'S 48°28'10" E168.90'N 40°57'57" E25.65'N 46°40'14" W150.00'N 46°39'59" W145.84'N 46°32'32" W143.74'EXISTING R/WEXISTING R/WN 75°04'03" W180.05'31.47'+57.2138.91'+92.2030.84'+24.2321.72'+54.71PUBLIC WORKSUNION COUNTYTWO COUSINS PROPERTIES, LLCOH SEON PARK AND MEE AE PARK TAE KYU PARK AND SPOUSE JDH MANAGEMENT, LLC CUBE HHF LIMITED PARTNERSHIP TRACT 1 ALPHA OMEGA LAND DEVELOPMENT INC PLAZA LLC INDIAN TRAIL ALPHA OMEGA LAND DEVELOPMENT INC PAMELA G RADESKY MICHAEL O RADESKY AND WIFE ROBIN S MULLIS ROBERT CHARLES MULLIS PAMELA G RADESKY MICHAEL O RADESKY AND WIFE DAVID WINDELL CUNNINGHAM DB 5260 PG 305DB N/F PG N/FDB 4362 PG 003DB 4373 PG 786 DB 5260 PG 305 DB 4373 PG 786 DB 5161 PG 339 DB 5161 PG 339 DB 1198 PG 740 DB 6554 PG 347 SOUTHERN EQUIPMENT COMPANY INC DB 4467 PG 487 PB D PG 893 DB 6662 PG 672 DB 6216 PG 151 DB 6148 PG 251 PUBLIC WORKSUNION COUNTYDB N/F PG N/FHHHH TTHH EOI EOI 96 FO 432 FO432 FO 48 FO 2" PLASTIC2" PLASTIC 6" MDPE 6" MDPE 25 PR100 PR 900 PR432 FO432 FO144 FO72 FO 96 FO2" PLASTIC2" PLASTIC48 FO LP LP HHMCI/VERIZON HHMCI/VERIZON HHATT LINE INSTALL UG AT&T TO HHCONTERA F C F C F F F F F F F F 20195 196 200 201 199 198 194194 70 MATCH EXISTING PROP 2'-6" C&G PROP 2'-6" C&G 20'R20'R20'R20'R-Y10- POT STA. 22+40.00 END GRADE -Y10- POT STA. 22+95.00 END CONSTRUCTION DO NOT DISTURB SIGN REMOVE REMOVE 15" RCP-IV 2006 2005 2004 2002 2003SEALPREPARED BY:SIG. INVENTORY NO.SCALEREVISIONSREVIEWED BY:INIT.DATEREVIEWED BY:DATESIGNATUREPLAN DATE:0DO NOT USE FOR CONSTRUCTIONPRELIMINARY PLANSDOCUMENT NOT CONSIDEREDFINAL UNLESS ALLSIGNATURES COMPLETEDTNTT IN DEPARTMEN OF TRASPORTAIONSTAE OFNORTH CAROL A noisiviD ytefaS dna ytiliboM noitatropsnarTnoitceS ngiseD langiS 750 N. Greenfield Pkwy, Garner, NC 27529Prepared for the Offices of:401"=40'Division 10NIndian TrailT. MoodyNC License Number F-0991Charlotte, NC 282032151 Hawkins Street, Suite 1400STV Engineers, Inc.(704) 372-1885(Waxhaw-Indian Trail Road)SR 1008 atSR 1009 (Old Monroe Road)10-0611T1A. WisemanTemporary Design 1 - TMP Phase I, Step 1Signal Upgrade--MIN RECALL is shown. Min Green for all other phases should not be lower than 4 seconds.* These values may be field adjusted. Do not adjust Min Green and Extension times for phases 2 and 6 lower than what --XDirectional Arrow2-in Underground ConduitConstruction ZoneN/AConstruction Zone DrumsConstruction BarricadeNon-Intrusive Detection ZoneSpeed Range (mph)YNEnable SpeedEnable Estimated Time of ArrivalEstimated Time of Arrival (sec)35 - 100YYQUEUEN/A1 - 35-2.5 - 6.5100 - 600100 - 150Advance Microwave DetectionYN35 - 100YY2PriorityQUEUE<750N/A1 - 35-2.5 - 6.5100 - 600100 - 150November 2025Union CountyDetection Zone (ft)J. GrimmU-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026R:\04_CU_Utilities\Sheets\U-4714B_UC_UC20.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNO RTH CAR O LIN A UC-20 NAD 83/ NA 2011 MATCHLINE - SEE SHEET UC-8TYPE OF FITTINGS WILL VARY BASED ON FIELD CONDITIONS. ON THIS PLAN SHEET IS 3980 POUNDS. THE ACTUAL QUANTITY AND THE ESTIMATED QUANTITY OF DUCTILE IRON WATER PIPE FITTINGS 18" CMP TOP=710.66' TOP=710.71' OTCBFESTOP=719.35'SS60.00'RETAIN INV=707.0 TOP=708.5 INV=712.8 TOP=715.8 INV=709.4 TOP=712.2 15" RCP-IV 15" RCP-IV 18" RCP-IV DI CB CB RETAINRETAINRETAIN RETAIN RETAIN 2GI INV=708.3 TOP=711.5 INV=713.8 TOP=716.0 -27.3422+24.58Y10 STATIONElv. 707.85TH 59BFP 8" AC 8" AC VAULT 14+00 15+00 16+0017+00 18+00 19+00 BACKFLOW PREVENTORSDO NOT DISTURB EXISTINGGVPFH GVGVBO GVGVGV GVGV RWM PWMRRPZ RWM RWMRWM -WL4- STA. 19+03.94 16"X16"X8" TEE 2 - 16" VALVE -WL4- STA. 14+03.21 -WL4- STA. 13+93.21393 LF 16" WATER LINERJ DIP PC350 537 LF 16" WATER LINE RJ DIP PC350 -WL4- STA. 13+98.21 16"X16"X8" TEE 55 LF 8" SANITARY GRAVITY SEWER21 LF FIRE HYDRANT LEG 6" VALVE FIRE HYDRANT 18 LF 8" WATER LINE WATER LINE TIE-IN TO EXIST. 8" 17 LF 8" SANITARY GRAVITY SEWER182 LF 8" SANITARY GRAVITY SEWER33 LF 8" WATER LINE 8" VALVE BEND RADIUS: 1300.0' END STA: 15+89.93 BEGIN STA: 13+92.34 -WL4- DEFLECTION RELOCATE WATER METER RECONNECT WATER METER 8" PLUG ON EXISTING WATER LINE 16" VALVE -WL4- STA. 19+33.55 RELOCATE WATER METER2-RECONNECT WATER METER2-RELOCATE WATER METER2-RELOCATE WATER METERPREVENTION ASSEMBLY RELOCATE RPZ BACKFLOW EXIST. 2" WATER LINE LOCATE AND CONNECT TO CONTRACTOR TO FIELD 2" VALVE RELOCATE WATER METER-WL4- STA. 15+69.25 16"X16"X6" FH TEE 2" BLOW OFF -WL4- STA. 19+36.55 4' DIA. UTILITY MANHOLESSMH-33, -SS7- STA. 19+02.85-WL4- RJ DIP PC250, 930 LF TOTALRELOCATE WATER METER -WL4- RJ DIP PC250, 930 LF TOTAL -WL4- STA. 16+14.84 -WL4- STA. 15+89.93 -WL4- STA. 16+20.18 16"X16"X6" TEE -WL4- STA. 16+26.08 16"X16"X6" TEE -WL4- STA. 19+36.00 16" PLUG W/ 2" TAP BEND RADIUS: 764.0' END STA: 17+87.48 BEGIN STA: 16+89.24 -WL4- DEFLECTION 17+48.09 -WL4- STA. 16"X16"X6" TEE 75 LF 2" WATER LINE RELOCATE WATER METER RELOCATE WATER METERMETER RELOCATE WATER 2" VALVE 3 LF 2" WATER LINE USING 8" SLEEVE TIE-IN TO EXIST. 8" WATER LINE FOLLOW UC DETAIL 2B -WL4- STA. 19+39.55 ON TEE 6" PLUG W/ 2" TAP -SS7- PVC SDR35, 400 LF TOTALSSMH-26, -SS6A- STA. 0+55.08186 720720 720720720720720720 720 72072 0720720720720725 725 725 725725725725725725725725725725725725 72572572572572572573073073 0730730730 730 730 730730730730730730730730730730730730730730730 7 3 0730735735 735 735735735735735735735735735735735735735735740740740740740740740 740740740740745745745745745745 745745745745745745750750750750750750750 750750750 75575575575575575515" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 263 48" WD48" WD60" CONC 1SFD GDK CONC BST CONC 60" CONC 60" CONC 10' GR GR GR10' GR GR GRCONCCONCCONCCONCCONC CONCCONC CONC CONC CONC CONC BSTCONC CONC GR 1SBKBUS 1SBKBUS GR S GWALL48" CHL&WD48" CHL 48" WW/WD1SBKD 1SBKD 1SBKD CONC 1SFD G DK CONCCONCCONC 48" WW/WD 72" WD 72" WD 48" WW/ WD48" CHL48" CHL18" CONC BLK 36" WDs s9' BSTG 48" CHL48" CHL 48" CHL60" CONC CONC S72" WD72" WD 1SBKD1SBKD 1SFD 72" WD 72" WDS S SSS S S2SFD 2SFD S S CONC G S 18"CONCBLK GR GATE GATE48" CHL48" CHL48" CHL48" CHL 48" CHL48" CHL48" CHL48" CHL48" CHL 48" CHL 48" CHL48" CHLSS784 267 264 265 271 273 780781 783 782 780 779 778 777 274 275 276 776 270 30' BST BST 10.5' 18.5' BST SR 1009 OLD MONROE ROAD 27' BST SWEETBRIAR DR 18.5' BSTH OM EW OO D W A Y 18' BST WD 1SFD 1SFD 45.12 10+68.68L STATIONElv. 733.78TH 1 EIPEIP EIP EIP EIP EIP EIP EIP 10' DRAINAGE EASEMENT 10' DRAINAGE EASEMENT JEAN ALEXANDER LOT 18 PB 4 PG 189 DB 6611 PG 385 N 34°11'34" W 100.00' N 34°11'34" W 100.00' N 34°11'34" W 100.00' N 34°11'34" W 100.00'N 55°48'26" E180.00'S 55°48'26" W180.00'N 34°11'34" W 100.00' N 34°11'34" W 100.00' N 34°11'34" W 99.98' S 34°11'34" E 165.00'S 55°47'56" W180.00'N 32°53'28" E209.92'S 55°47'56" W180.00'S 34°11'34" E 164.69'N 19°20'57" E288.57'N 72°53'56" E164.69'N 05°48'07" E209.92'N 72°53'56" E165.00'S 32°03'26" W278.29'S 85°47'40" E S 85°47'40" E 125.00' S 85°47'40" E 113.29' N 04°12'20" E 80.00' N 04°12'20" E 80.00'S 52°03'15" W161.43'N 52°03'25" E184.30'S 58°30'32" W207.91'S 51°15'12" W238.56'S 51°18'36" W262.17'S 51°31'52" W261.58'S 51°44'44" W236.08'N 51°34'57" E210.84'S 51°50'07" W185.95'S 51°50'07" W159.81'S 51°50'07" W127.44'N 25°03'35" W 140 .96' N 25 °03'35" W 102.76' N 25 °03'35" W 52.00' S 52°18'59" E 50.00' S 52°19'03" E 54.31' S 51°35'44" E 52.93' S 86°18'35" E 210.00' S 51°04'10" E 68.55' S 51°04'10" E 44.86' S 51°04'10" E 76.96' S 51°04'10" E 34.88'S 04°10'52" W336.26'S 03°43'12" W26.74'S 51°04'10" E 118.93'N 04°10'28" E224.60'N 04°09'27" E294.10'S 17°43'50" W139.32'S 51°04'10" E 136.30' S 51°04'10" E 7.68'S 89°41'50" W 252.26'N 56°56'10" W 198.56'N 3 3 ° 2 8' 1 6 " E8 5.10' N 43°46'19" W 111.73' S 43°46'19" E 132.24'N 72°43'13" E144.36'EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W 7.13'+93.55 56.14'+75.2252.95' +76.27 53.26'+40.3253.28'+60.34JAMES HAMILTON TURNER, JR JENNIFER J DUNN AND WIFE, DANNY F. DUNN KATHRYN E. GUTHRIE BENJAMIN A. GUTHRIE AND SPOUSE, POLE HELENA B. 317 PROPERTIES, LLCDAWN M. SHERIN DAWN M. SHERIN AND WIFE, TIMOTHY L. SHERIN TIMOTHY L. SHERINTIMOTHY L. SHERINTIMOTHY L. SHERINJEAN ALEXANDER JEAN ALEXANDER ALEXANDER J. POLITES HAZEL FOSTER LINA M. ALEXANDER WILLIAM LARRY ALEXANDER AND SPOUSE, LINDA L MARX BRUCE R. MARX ANTONIOS K. PANOU AND WIFE, TIFFANY M. BUTCHER DAMON S. BUTCHER & WIFE DIANA K. BENVENUTI EDWARD R. BENVENUTI, JR. AND LYNETTE G SIKES VAN HENERY LUKENS JUDY E AND VIRGINIA RUSSELL DANNY K PHIFER BRENDA E PATRICIA G. GABRIEL-BURNICK AND WIFE FREDERICK M. BUNICK AND WIFE STEPHANIE FREED DAVID AARON FREED DANIEL DEBERRY SHENITA DEBERRY AND ISABEL RUEDA ABAD AND WIFE ERIK K ROWLETT SHARON L. SULLIVAN AND WIFE ROBERT M. SULLIVAN LOT 2PB 4 PG 189DB 3025 PG 664LOT 3PB 4 PG 189DB 3025 PG 664LOT 1 PB 4 PG 189 DB 6611 PG 385 LOT 20 PB 4 PG 189 DB 6611 PG 385 LOT 6 PB 7 PG 37A DB 6781 PG 554 LOT 5 PB 7 PG 37A DB 0916 PG 792 LOT 4 PB 7 PG 37A DB 4555 PG 131 LOT 3 PB 7 PG 37A DB 5887 PG 181 LOT 2 PB 7 PG 37A DB N/F PG N/F LOT 1 PB 7 PG 37A DB 4142 PG 876 DB 3524 PG 722 DB 911 PG 697 DB 5944 PG 570 DB 3771 PG 446 DB 1169 PG 823 DB 6767 PG 593 DB N/F PG N/F DB 5164 PG 730 DB 1349 PG 699 DB 7094 PG 100 LOT 10 PB A PG 50B LOT 11 PB A PG 50B DB 6706 PG 257 LOT 12 PB A PG 50B DB N/F PG N/F LOT 13 PB A PG 50B DB N/F PG N/F LOT 14 PB A PG 50B DB 1639 PG 0293 LOT 15 PB A PG 50B DB 3744 PG 322 LOT 16 PB A PG 50B DB 3836 PG 464 DB 7235 PG 204 LOT 15 PB A PG 50B DB 3744 PG 322 AND WIFE STEPHANIE FREED DAVID AARON FREED LOT 15 PB A PG 50B DB 3744 PG 322 LOT 15 PB A PG 50B DB 3744 PG 322 DB 6005 PG 222 DB 1653 PG 327 LOT 1PB 4 PG 189DB 3025 PG 664S 51°08'36" E 208.44' N 56°56'10" W 198.08' STALLINGS POINTE LLC MARK DAVID BROOME DEPARTMENT OF TRANSPORTATOIN DB 8501 PG 0722TT784 780781 783 778 777 776 SVC300 PR UNK SIZE/COPPER 300 PR 400 PR MCNC, 144 STR 6 ", PL Gas Company Inc.Piedmont Natural MCNC, 144 STR, FO T T HH 45.12 10+68.68L STATIONElv. 733.78TH 1 and delays in Duke Energy project plan revisions completion. Failure to do so may result finalized, as the project design nears decisions are made and plans are subsequent project changes before need to be contacted to review any/all Lead/Senior Engineering Technologist Duke Energy designated Designer and representation of final design. The acquisition decisions, nor as a should not be used for property or PUE preliminary plan only. This drawing Duke Energy submits this drawing as a and delays in Duke Energy project plan revisions completion. Failure to do so may result finalized, as the project design nears decisions are made and plans are subsequent project changes before need to be contacted to review any/all Lead/Senior Engineering Technologist Duke Energy designated Designer and representation of final design. The acquisition decisions, nor as a should not be used for property or PUE preliminary plan only. This drawing Duke Energy submits this drawing as a HHMCI/VERIZON F F F F F C F F FF F F 151 4 5 6 7 8 2 8Z PROP 2'-6" C&G PROP 5' SIDEWALK PROP 2'-6" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND 100'R 60'R PROP RAISED MEDIAN U-4714A DESIGN BY OTHERS PROP 2'-9" C&G 50'R PROP 10' MUP -L- POT STA. 10+00.00 LA BEGIN TIP PROJECT U-4714BA -L- POT STA. 193+50.61 LB= END TIP PROJECT U-4714AC O O 24" RCP-III HEADWALL HEADWALL 15" RCP-IV EST. 145 S.Y. GEOTEXTILE EST. 55 TONS TOTAL CL-I OUTLET PROTECTION 30" RCP-III RCP-IV 15" INV. =718.0' INV. =716.2' 15" RCP-III (DETAIL 4-3) SKEW=45 BURIED W/ CONC. SILL 72" CL-V RCP 100 S.Y. GEOTEXTILE EST. 40 TONS CL-I RIP RAP GRADE TO DRAIN 21 S.Y. GEOTEXTILE EST. 8 TONS CL-B RIP RAP 72" RCP-V (BURIED 1') 0412 0402 04100408 0409 0411 0413 0401 0405 0404 0406 0419 0420 0425 0424 0426 050604220423 0421 0418 0416 0415 0414 (TYP.) 1'-6" THICK CL-I RIPRAP EST. 50 C.Y. TOTAL EXCAVATION (TYP.) 1'-6" THICK CL-I RIPRAP U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\Abandon\BA\U-4714BA_UC_UC22.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZENGINEERPROFESSION A LNORTH CAR O LIN A UC-22 MATCHLINE - SEE SHEET UC-23PROPOSED UTILITY NOTES SEE SHEET UC-4 FOR CORRESPONDING 12" HDPEOTCB FES 36" RCP36" RCPFESFES FES FES FESFES FES FES FESFES FES FES FES FES 60.00'INV=728.2 TOP=730.5 15" RCP-IV DI DI DI CB CB CB CB CB CB CB CB CB CB CBCB 15" RCP-III REMOVE REMOVEREMOVE REMOVEREMOVE15" RCP-III INV=723.3 TOP=727.3 INV=720.6 TOP=726.0 INV=721.8 TOP=725.5 15" RCP-IV INV=722.1 TOP=725.8 15" RCP-III CB 18" RCP-IV INV=721.8 TOP=727.4 24" RCP-IV 24" R CP-IV 24" RCP-IV CB INV=722.4 TOP=725.5 INV=719.1 INV=721.6 INV=738.0 TOP=741.9 18" RCP-IV 18" RCP-IV 18" RCP-IV INV=719.6 O INV=724.1 TOP=727.4 15" RCP-I VINV=721.6' DI 14 S.Y. GEOTEXTILE EST. 5 TONS CL-B RIP RAP 7 S.Y. GEOTEXTILE EST. 2 TONS CL-B RIP RAP72" RCP-V (BURIED 1') OEP INV=727.3 TOP=730.7 INV=737.1 TOP=739.4 INV=736.7 TOP=740.8 INV=733.0 TOP=736.8 INV=727.3 TOP=731.8 INV=724.7 TOP=728.6 INV=721.9 TOP=725.5 INV=722.6 TOP=725.5 INV=734.1 TOP=736.4 8"PVC 8"PVC 8"PVC ONLYDIRECTION6"PVCSVC SVCSVCSVC6 ", AC SVCSVCSVCSVCUnion Co. Public Works NAD 83/ NA 2011 GV PFHBOGV GV SSCO SSCO SSCO SSCO SSCO REMOVE UTILITY MANHOLE 5223 LF TOTAL ABANDON 821 LF 6" UTILITY PIPE ABANDON 229 LF 8" UTILITY PIPE 37 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT SANITARY SEWER CLEAN-OUT SEWER. EXISTING SANITARY GRAVITY RECONNECT CLEAN-OUT TO SEWER. EXISTING SANITARY GRAVITY RECONNECT CLEAN-OUT TO 3-SANITARY SEWER CLEAN-OUT UTILITY PIPE ABANDON 32 LF 8" 54 LF WATER SERVICE LINE 32 LF WATER SERVICE LINE 18 LF WATER SERVICE LINE 16 LF WATER SERVICE LINE ADJUSTMENT OF MANHOLE 24 LF WATER SERVICE LINE 187 715715715 720 720 720 720720725 725 725725 725725725725725725725725725725725725725725725725 725730730730730730730730730730 730 730 7 3 0 730730730730730730730730730 730 7307307307307 3 0 730730 730730730730730730730730 730730730730730730730730730730730730730730730730730730730730730730730735735735735735 735 120" BST 60" CONC CONC GR 18" RCP SS FLAG(3) GUY GUY(2) GUY(2) FLAG(3) S 120" BST CONC 15" CMP ONLY DIRECTION 15" CMP 18" RCP 15" RCP 15" CMP15" CMP18" RCPDI DI15" RCP15" RCP 15" RCP 15" RCP15" RCP18" RCP 18" RCP15" RCP15" RCP 15" RCP15" RCPDI DI 15" RCP CANOPYS72" CHL & 3SBW48" WW/WD 1SFD1SFD1SFD1SFD2SFD2SFD1SBKD1SBKDCANOPYCANOPYGGS2SFDG1SFDCONCCONCDKGR12' GR48" WW/WD72" W D 72" WD 72" WD 72" WD72" WDSDKCONC CONCCONCCONCCONCCONCCONCCONCCONCCONCCONCCONC60" CONCCONC 48" WD60" CONC60" CONCCONCBLK DK48" CHL48" CHL48" C H L CONCCONC72" W DG R CON C60" WW/WDBK1SBKDBSTCONC72" WD72" W D60" CONC48" CONC48" CONC48" CONC 2SBKFD 2SBKFD 2SBKFD 2SFDSDK 48" WW/WD 48" WW/WD 48" WW/WD GATEGATE CONCCONC 48" WW/WD 48" WW/WD CONC CONC CONCBKCONCCONC48" WW/WD CONC 48" CONC CONC2SFD 2SBKFD2SBKFD2SBKFD1SBKD CONC G CONC CONCCONCCONCCONC CONC CONC 60" CONC 60" CONC 10' BSTBST 72" WD 72" WD 72" WD72" WD72" WD72" WD 36" WD36" WD48" WW/WD48" WW/WD48" WW/WD48" WDGRGRWALL SR 1009 OLD MONROE RD BST S 60" WW/WD CONCGATE CONC CONC COLUMNS3-ROCK &3-ROCK &CONC COLUMNS60" VINYL SDKDKDKS SS 24" C&G24" C&G24" C&G24" C&G24" C&G24" C&G24" C&G24" C&G 24" C&G 24" C&G 24" C&G 773 282 281 278 279 280 283 770 284 774 26.5' BSTMORNINGSIDE MEADOW LN 30' BSTBLUEBONNET LN 24' BST SR 2661 POPLAR GLEN DR 22' BSTS S MTRMTR MTR MTR MTRMTRMTR PARK MEADOW DR. 24' BST20' BSTSR 1428 ENCHANTED DR 42.61 20+29.07L STATIONElv. 725.49TH 3 41.15 26+87.78L STATION Elv. 723.02TH 7 MON MON MON MON EIP EIP EIP N 56°56'10" W 198.08'N 3 3 ° 2 8' 1 6 " E8 5.10'S 32°30'57" W177.38'S 32°30'57" W50.00'N 32°53'15" E76.90'S 82°02'11" W39.29'S 67°39'19" W48.04'S 67°39'19" W85.55'S 67°39'19" W80.42'S 67°39'19" W66.62'S 67°39'19" W75.92'S 27°22'23" E 128 .66' N 17°09'50" W12 7.26' N 17°09'50" W1 20.14'N 17°09'50" W11 2.56'N 50°35'37" E140.41'S 33°11'23" W153.72'N 45°34'18" E9.86'N 45°28'24" E74.48'N 45°28'24" E77.67'N 45°28'24" E75.66'N 45°28'24" E40.24'S 38°19'47" E 145.28' S 44°31'36" E 144.21' S 46°58'45" E 143.73' S 53°39'04" E 136.15' S 55°36'45" E 76.46'S 13°25'49" W125.07'S 08°18'46" W166.28'S 08°18'37" W172.04'N 08°18'46" E159.46'S 08°18'46" W130.00'S 12°08'29" E151.57' S 44°16'13" E 192.30' N 67°41'55" W 82.45' N 67°41'46" W 60.66'S 47°21'11" W33.56'S 47°01'11" W41.29'N 81°41'14" W53.99'N 81°41'14" W119.57'S 82°03'56" E35.31' N 17°09'50" W1 13.67'S 17°09'50" E113.83' N 20 °43'27" W 114.89' N 31°13'34" W 129.26'N 72°50'07" E107.37'S 17°05'21" E159.22'S 17°05'21" E159.06'N 17°05'21" W15 8.89'N 72°50'07" E75.05'N 72°50'07" E23.35'S 72°50'07" W81.94'N 72°50'11" E43.03'N 72°50'07" E49.92'N 72°50'07" E6.81'N 17°01'06" W16 3.02'N 17°01'06" W16 2.47' N 17°01'06" W1 61.93'S 72°37'27" W123.30'S 72°37'27" W124.97'N 24 °01'59 " W EXISTING R/W EXISTING R/W EXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/W EXISTING R/WS 47°21'11" W117.89'S 47°21'11" W22.38'S 38°18'08" E 645.04'DB 7105 PG 1SYED ADNAN & ASHA MOHAMMEDMAHESWARA SURAPUNENI100.28'100.27'100.27'N 51°48'31" E100.26'N 51°48'31" E100.25'N 52°18'25" E100.20'N 52°18'26" E100.20'N 52°18'36" E99.38'N 52°19'55" E95.85'N 52°20'59" E93.36'N 52°21'21" E93.19'N 52°21'21" E93.19'N 51°48'31" E93.19'N 51°48'31" E100.28'22.00'22.00' S 38°10'34" E 22.00'22.00' S 38°15'30" E 20.00'22.00' S 38°10'34" E 22.00' 7.08' S 35°03'40" E 14.94' S 30°10'26" E S 32°00'30" E 20.45' S 36°54'12" E 7.31' 14.70'22.00' S 38°11'29" E 21.11' 22.00'22.00'22.00'22.00' N 38°11'29" W 22.00'22.00'22.00'22.00'22.00' N 38°11'29" W 22.00'22.00'22.00' S 28°24'05" E 1.70' S 28°24'05" E 13.78' S 30°10'26" E 8.51'S 51°47'17" W93.12'93.12'93.12'93.12'93.14'93.14'22.00'22.00' S 38°12'43" E 22.00'22.00'22.00' 22.00'22.00'22.00'22.00' N 38°12'43" W 19.66'22.00' DB 7133 PG 718 NVR INC DB 6788 PG 279EDNA MAY BROOME29.06'+13.27 57.14' +73.68 56.14'+75.2224.79'+24.04 25.15' +31.08 19.99' +36.26 30.16'+30.82AND SPOUSE, LINDA L MARX BRUCE R. MARX AND WIFE, TIFFANY M. BUTCHER DAMON S. BUTCHER & WIFE DIANA K. BENVENUTI EDWARD R. BENVENUTI, JR. & WIFE DIANA K. BENVENUTI EDWARD R. BENVENUTI, JR. RICHARD P. BROOME TARA A. GARTON AND WIFE ERIC W. GARTON OWNER LLC 2015A PROPERTY MANAGEMENT LLC FULCRUM PROPERTY TODD SHANE LAMBERT AND BELINDA ANDERSON GERALD ANDERSON MELINDA C.STEAGALL AND WIFE SHAWN D. STEAGALL JOHN H. GRAY WIFE MELANIE S. HAILE CLAYTOM A. HAILE AND TAYLOR ARMEN WORTH AND WIFE CINDI S HUNT FREDRICK G. AND TABITHA N. HANKINS HANKINS DANIEL R. TAMARA J. HARLE MARK O REA AND ELISAVET H MANTIS BILL SHARON L. SULLIVAN AND WIFE ROBERT M. SULLIVAN QUENTIN VUURMANS MAXIMILLIAN CHESTER HOMEOWNERS ASSOCIATION, INCMORNINGSIDE MEADOWS DAVIS A GOODSON CHRISTINE S GOODSON SUSAN A RAY DAVID L RAY DANKA RUDZIEWICZ JACEK RUDZIEWICZ 2014-1 IH BORROWER, LP KIMBERLY A ELSASSER KORRY L HUMPHREY MALIA WILLIAMS SEAN ERIC WILLIAMS JEFFREY A ALRED JACQUELINE W WILSON JOHNATHAN M WILSON PARK MEADOWS DEVELOPMENT, LLC ASSOCITATION, INC MEADOWS HOMEOWNERS MORNINGSIDE JORNAN JOHNSONJORNAN JOHNSONPB F PG 844 DB 5117 PG 448DB 5117 PG 448 PB F PG 844 DB 7235 PG 204 DB 1414 PG 136 PB F PG 844 DB 3792 PG 326 PB F PG 844 DB 1925 PG 671 PB F PG 844 DB 3187 PG 441 (EXHIBIT A-12) PB F PG 844 DB 6236 PG 590 PB F PG 844 DB 6018 PG 858 PB F PG 844 DB 3681 PG 307 DB 1414 PG 136 PB F PG 844 COS PB F PG 844 DB 3763 PG 122 PB F PG 844 DB 3527 PG 548 PB F PG 844 DB 1583 PG 535 DB 6788 PG 279 PB F PG 433 DB 7105 PG 1DB 5944 PG 570 DB 1349 PG 699 DB 5164 PG 730 DB 6384 PG 217 DB 4384 PG 168 DB 4772 PG 275 DB 4383 PG 049 DB 748 PG 242 DB 6633 PG 613 DB 6262 PG 577 DB 5228 PG 034 DB N/F PG N/F DB N/F PG N/F DB 5654 PG 477 DB N/F PG N/F DB N/F PG N/F DB 4862 PG 513 DB 7105 PG 1DEVELOPMENT, LLC PARK MEADOWS DB N/F PG N/F PARK MEADOWS DEVELOPMENT, LLC PB F PG 433 DB 6788 PG 279 N 56°56'10" W 198.56' MARK DAVID BROOME TRANSPORTATION DEPARTMENT OF DB 8501 PG 0722 TT TCTTT E OI TTCC T C T C C TC C T CT T TS TS 96 FO 432 FO 6" PLASTIC CTTCTCCCTCTT50 PR50 PRTCTCHH 400 PR 400 PR 400 PR 360 FO 96 FO 432 FO 144 FO 25 PR24 FO 24 FO 200 PR 200 PR 200 PR300 PR2" MDPE2" MDPE 2" MDPE 2" PLASTICLP T T T C C C 25 PR 25 PR25 PR50 PR 50 PR 50 PR 50 PR 200 PR 300 PRMTR X4 LS LP 100 PR100 PR 100 PR100 PR6" PLASTIC 2" PLASTIC2" PLASTIC 2" PLASTIC2" PLASTICEOI 773775 Gas Company Inc.Piedmont Natural COAX ProgressDuke Energy HHMCI/VERIZON HHMCI/VERIZON F F F C F C F C F F F F C F C F F F F F F F F C F F F20252 10 11 8Z 15 13 12 16 17 19 20 9 14 18 MATCH EXISTING -Y1- POC STA. 11+55.00 END CONSTRUCTION MATCH EXISTING -Y3- POT STA. 11+70.00 END CONSTRUCTION MATCH EXISTING -Y- POT STA. 10+70.00 BEGIN CONSTRUCTION PROP 5' SIDEWALK PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-9" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND PROP 5" MONO ISLAND PROP 5" MONO ISLAND PROP 5' SIDEWALK50'R 60'R50'R45'R 35'R 35'R45'R 60'R PROP RAISED MEDIAN PROP 5' SIDEWALK PROP 10' MUP PROP 10' MUP 15" RCP-III 15" RCP-III 15" RCP-IV 15" RCP-IV 15" RCP-III 24" RCP-III 15" RCP-III RCP-IV 15" 15" RCP-IV 0501 0502 0507 0506 0512 0510 0503 0504 0505 0508 0511 0524 0523 0527 0525 0526 0514 0513 0515 0516 0528 0529 0520 0539 0538 05370533 0530 0518 0536 0534 0532 0535 0531 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\Abandon\BA\U-4714BA_UC_UC23.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A UC-23 MATCHLINE - SEE SHEET UC-24PROPOSED UTILITY NOTES SEE SHEET UC-5 FOR CORRESPONDINGMATCHLINE - SEE SHEET UC-22FES FES FES FESFES CB(2) CB FES FES FES FES 15" HDPECB CB CB CBCB CB CB FES CB 60.00'60.00'40.00' 50.00'DRAINGRADE TOINV=723.2 TOP=727.4 INV=723.7 TOP=727.9 INV=724.9 TOP=727.2 INV=725.6 TOP=728.6 INV=725.2 TOP=728.6 INV=726.4 TOP=729.4 INV=725.8 TOP=729.4 INV=727.3 TOP=730.3 INV=727.0 TOP=729.3 INV=727.9 TOP=731.1 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-III 15" RCP-IV 15" RCP-III 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-III 15" RC P-IV 18" R CP-III 18" RCP-III18" RCP-III15" RCP-III DI DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB INV=727.3 CB CB REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE O.E.P O.E.P INV=724.4 TOP=729.1 INV=724.9 TOP=728.6INV=724.8 TOP=728.4 INV=726.9 TOP=729.9 INV=726.7 TOP=729.9 INV=726.0 TOP=728.3 INV=724.6 TOP=728.5 INV=725.5 INV=723.9 TOP=728.3 INV=728.5 TOP=730.8 REMOVE RETAIN RETAIN RETAINRETAIN RETAINRETAINRETAINRETAIN RETAIN RETAINRETAIN RETAINRETAINRETAINRETAINCB 15" RCP-IV CB INV=727.1 TOP=730.7 CB15" RCP-IV INV=728.1 TOP=731.1 CB 15" RCP-IV 15" RCP-IV INV=724.4 TOP=727.4 GRADE TO DRAININV=727.5 TOP=729.8 INV=728.0 TOP=732.2 INV=726.3 TOP=730.2 INV=724.8 TOP=728.3 RCP -IV 18" 24" RCP-IV24" RCP-IV DIRCP-IV 15" INV=726.9 TOP=730.1 INV=722.3 TOP=725.8 INV=723.8 TOP=727.9 INV=723.0 TOP=725.8 INV=724.8 TOP=727.7 INV=727.4 TOP=730.3 ONLYDIRECTION6"PVCONLY DIRECTION 4"DIP 8"PVC 8"PVCONLYDIRECTION4"PVC ONLY DIRECTION 4"PVC 8"PVC 8"PVC8"PVCO NLY DIRECTIO N 4"PVC ONLYDIRECTION4"PVC ONLYDIRECTION4" PVC ONLYDIRECTION4" PVC8"PVC 8"PVC8"PVC8" PVCONLYDIRECTION6"PVC-50.0720+44.65L STATIONElv. 725.90TH 4 17.7311+37.81Y2 STATIONElv. 724.14TH 5 10.36 26+70.92L STATIONElv. 724.14TH 6 10.25 19+93.82L STATIONElv. 725.25TH 2 -30.3710+82.17Y3 STATIONElv. 721.47TH 86" PVC6" PVC2" PVC 2" PVC 8" PVC8" PVCEOI6" PVC6" PVC6" AC 6" UNK6" UNK 6" UNK6" AC 6" ACSVC 6 ", AC, Union Co. Public Works NAD 83/ NA 2011 PFHPFHGVGVGVGVGV GVPFH GV GVGV GV GV GV RWMRWMRWMRWM RWMSSCO SSCO REMOVE FIRE HYDRANT ADJUSTMENT OF MANHOLE ADJUSTMENT OF MANHOLE ABANDON 117 LF 6" UTILITY PIPE 5223 LF TOTAL ABANDON 1200 LF 6" UTILITY PIPE ABANDON 111 LF 6" UTILITY PIPE ADJUSTMENT OF MANHOLE REMOVE FIRE HYDRANT ABANDON 121 LF 6" UTILITY PIPE ABANDON 107 LF 4" UTILITY PIPE ABANDON 108 LF 6" UTILITY PIPE (APPROX. LOCATION SHOWN) EXIST. 4" SANITARY SEWER CONTRACTOR TO FIELD LOCATE (APPROX. LOCATION SHOWN) SANITARY SEWER LOCATE EXIST. 4" CONTRACTOR TO FIELD SEWER SANITARY GRAVITY 18 LF 4" CLEAN-OUT SEWER SANITARY REMOVE VALVE BOX CLOSE VALVE REMOVE VALVE BOX CLOSE VALVE 8 LF WATER SERVICE LINE 9 LF WATER SERVICE LINE 13 LF WATER SERVICE LINE 41 LF WATER SERVICE LINE SERVICE LINE 99 LF WATER 188 710710710715715715715715715715715715715715715720720720720720720 720 720720 720 720720720 720720 720720720720720720720720725725725725725 725725 725725725 725 725725 725725 725725725725725725725725725725725725 725725725725725725 725725725 730 7 3 0 730 73073073072" VI NYL2SFD 120" BST VINYL 72" CONC CONC CONC CONC VINYL 72"15" RCP15" RCP 15" RCP 15" CMP 18" RCP15" CMP 15" CMP 15" CMP 15" CMP 12" RCP15" CMP15" CMP 15" RCP15" CMP 15" CMP 15" CMP15" CMP 15" CMP15" CMP 15" CMP 15" RCP15" CMP 15" RCP 15" RC P 8" HDPE15" CMP15" CMP287 759 vvvvvvvvS 12' GR12' GR1SFD 1SFD S 60" WW/WD 60" WW/WD POOL 1SFD S S 48" CHL48" CHL 48" CHL 48" CHL72" CHL DK1SBKD 1SBKD 1SBKD 1SBKD S CANOPY CONC 48" CHL 48" CHL 48" CHL S S 15" CMP 9' GR9' GR SOIL & GRCONCCONCSOIL48" CHL 48" CHLGRGR10' GRSOIL48"CHL1SBKD 1SBKD CANOPY G1SBKDCONC10' C ON C 48" CH L 48" CH L SOIL BST CONCCONC CONC S 72" WD/48" CHL72" WDSOILSOIL SOILSOIL 60" CONC 60" CONC 60" CONC 60" CONC 15" RCP BST BST BST GR 9' GR GRGR72" WD 1SFBUS 1SFD (ABAND)72" WDS CONCCONC CONC 1SBKD 1SFD G G SGRGR 9' GR9' GR10' GRGRGR 48" CHL9' CONC9' GR60" CONC 60" CONC 60" CONC CONC CONC6" CONC CURB1SBKBUS1SBKD CONCSOILCONC S S S S SS S CONCDK1SBKBUSCANOPYGRGRGRGR GRGR1SBKBUSCONC CONC CONC 72" CHL & 3SBW72 " CHL & 3SBW SGCONCFENCEFENCE PANELS 9' GR9' SOIL9' GR1SFD SS CONCCANOPY CONC CONC W W 48" CHL CONC15" CMPS SSW S S CANOPY1SBKDGRGRB285 286 290 288 762 293 757 758 763 754 294 752 295 296 298 299 751 302 SR 1009 OLD MONROE ROAD 32' BST 37' BST 27' BST SR 1009 OLD MONROE RD 27.5' BST SR 1435 K-LINE RD 18.5' BSTMTRGUY GUY SR 1387 BRYSON RD19' BST19.2 10+52.24Y4 STATIONElv. 723.05TH 9 MON MON MON EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIP EIPRENE QUILES ELIZABETH QUILES DB 5759 PG 740 N 38°11'44" E77.98'S 41°05'20" W223.87'S 38°30'43" E 105.99' S 38°30'43" E 103.51' S 51°48'16" E 204.67'S 72°37'27" W123.30'S 72°37'27" W154.54'N 24 °01'59 " W 116.59'N 63°42'56" E294.53'N 24 °01'59 " W 70.78' N 17°56'25" W2 04.91'S 18°42'49" E207.31' N 19°31'45" W 137.61'S 56°58'50" W191.83'N 19°31'45" W 72.22'S 74°30'45" W85.00'N 34°14'35" W 53.71'S 53°08'43" W139.53'S 53°08'43" W44.72'N 74°29'10" E100.03'N 74°29'10" E99.97'S 50°30'00" W264.28'S 51°26'33" E 111.21' S 51°26'33" E 114.18'N 55°48'00" E291.04'S 51°25'12" E 256.42' N 37°24'01" W 99.91' N 37°24'01" W 100.09'N 56°03'43" E798.68'N 55°48'00" E104.70'S 37°15'59" E 90.31' N 37°17'06" W 106.52'S 55°45'55" W246.12'N 35°03'52" WN 56°35'40" E180.60'N 56°48'56" E78.73'S 55°45'55" W22.08'S 34°05'54" E 202.23' 0.76' S 31°40'24" E 358.12' N 35°49'05" W 96.69' N 30°04'43" W 75.92' N 33°59'43" W 129.70' S 31°48'05" E 78.26' N 33°24'15" W 108.20' S 31°06'13" E 97.24' N 33°14'42" W 97.86'N 52°35'11" E198.72'S 51°49'31" W207.17'S 52°43'53" W219.22'S 50°56'28" W228.29'N 55°51'20" E237.59'S 54°05'11" W257.47'N 48°28'25" E246.94'N 55°50'12" E248.17'S 55°52'59" W247.67'S 56°17'48" W438.11'N 55°53'17" E443.59'10.42'14.61'22.65'20.72'EXISTING R/W EXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W PARK MEADOWS DEVELOPMENT, LLC PB F PG 433 DB 6788 PG 279 N 38°33'00" E46.97'N 38°11'44" E178.80'DB 7101 PG 294DB 7111 PG 427DB 7105 PG 1SYED ADNAN & ASHA MOHAMMEDDB 7104 PG 1MAHESWARA SURAPUNENILARRY & ELAINE HAYES93.14'93.14'93.14'93.14'93.14'S 51°47'17" W93.14'22.00'22.00' N 38°12'43" W 22.00'22.00'22.00' N 38°12'43" W 22.00'22.00'22.00'22.00'22.00' 11.96' +68.17 22.13'+94.23 31.22'+74.5340.15' +51.11 46.83'+58.9213.57' +50.97 19.84' +55.14 26.29' +54.54 35.76' +60.25 50.12'+46.8830.03'+85.61AND ELISAVET H MANTIS BILL AND ELISAVET H. MANTIS BILL WIFE WEND E. COREN WAYNE PHILLIP COHEN AND WINDEE SANDERSON JAMES L. INNIS HUSBAND JAMES W. WEST IV JO ANN WEST AND JACALYN PRIVETTE TOM GIANNIBIS JOHN I FASTJE HRISTOULA G. GIANNIBAS AND WIFE TOM GIANNIBAS MEGHAN HELMS MARY ALICE TONY A MILLER AND AND DIANNA K ROBERT GARY LOVETTE DALE S. WALKER TOWN OF INDIAN TRAILTOWN OF INDIAN TRAILSARAH C WADE CODY RAY ANDERSEN SARAH C WADE CODY RAY ANDERSEN SARAH C WADE CODY RAY ANDERSEN NELSON O'NEAL & WIFE ANNA JOHN KENNETH HINSON SUSAN H HINSON JAMES EVERETTE HINSON RENE QUILES ELIZABETH QUILES & WIFE JUDY H WILSON WADE BERDETTE WILSON PHONE CARDS R US, INC. JERRY C LANEY HEIRS LINDA W STINES JORNAN JOHNSONJORNAN JOHNSONMIGUEL & CABRERA ROMANDB 7105 PG 1DB 7105 PG 1PB 4 PG 103 DB 6861 PG 861 PB 4 PG 103 DB 6861 PG 861 PB 4 PG 103 DB 6861 PG 861 PB 4 PG 103 DB 7206 PG 880 DB N/F PG N/F DB 791 PG 477 DB 3463 PG 318 DB 4830 PG 266 DB 5778 PG 295 DB 5727 PG 192 DB 926 PG 697 DB 5551 PG 702 DB 6704 PG 216 DB W14E PG 135 PB 1 PG 100 PB 1 PG 100 PB 1 PG 100 DB 4582 PG 0022 DB 6183 PG 55PB 1 PG 100DB 155 PG 369DB 183 PG 76DB 4700 PG 396DB 1138 PG 109 DB 5759 PG 740 DB 4186 PG 815 DB N/F PG N/F PB 4 PG 103 DB 7206 PG 880 PB 4 PG 103 DB 3115 PG 568 DB 7109 PG 110DB 6183 PG 55MV COMMERCIAL 3901, LLC MV COMMERCIAL 3901, LLC HH T TTT C C T T HH T 96 FO96 FO96 FO 432 FO 24 FOHH THH T EOI T HH HH HH EOIEOIEOIEOI25 PR25 PR200 PR 400 PR 400 PR400 PR 2" PLASTIC50 PR360 FO 360 FO 360 FO 432 FO 300 PR2" MDPE2" MDPE2" MDPE LP 25 PR50 PREOI6" PLASTIC 6" PLASTIC EOI HHMCI/VERIZON HHMCI/VERIZON F F F F C F C C F F F C F F F F F C F F C F C F F F F F F F F F F F C F F F F F C F F 354032 33 13 21 22 34 35 36 37 38 39 40 41 42 43 23 23 25 26 27 28 29 30 31 20 14 MATCH EXISTING -Y4- POT STA. 11+90.00 END CONSTRUCTION MATCH EXISTING -Y5- POC STA. 11+60.00 BEGIN CONSTRUCTION PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 5' SIDEWALK PROP 5' SIDEWALK PROP 5' SIDEWALK PROP 2'-9" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND PROP 5" MONO ISLAND 50'R50'R 45'R 50'R 50'R 100'R 40'R100'R 50'R 50'R PROP RAISED MEDIAN PROP 10' MUP PROP 10' MUP -Y6- POT STA. 12+85.00 BEGIN CONSTRUCTION PROP 5" MONO ISLAND DO NOT DISTURB STRUCTURE O O P P PP PP24" RCP-III REMOVE REMOVE REMOVE 15" RCP-III 24" RCP-III 18" RCP-IV 24" RCP-III SEE DETAIL 6-2 CATCH BASIN PROP. SPLITTER 15" RCP-III 0538 0601 0630 0631 0636 0633 0632 0634 0635 0629 0610 0609 06050603 0602 0608 0607 0606 0612 0615 0617 06160614 0618 0619 0621 0645 0646 0642 0643 0644 0640 0641 0639 0625 0622 0623 0620 06380637 0647 0611 0624 0626 0628 0627 BMP01 24" RCP-IV36" RCP-IV36" RCP-IV36" RCP- I V30" RCP-IV 36" RCP-IV 36" RCP-IV U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\Abandon\BA\U-4714BA_UC_UC24.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A U-4714B LAW UC-24 MATCHLINE - SEE SHEET UC-25LAW ASV 0 50 100 SCALE 1" = 50' 150 200 PROPOSED UTILITY NOTES SEE SHEET UC-6 FOR CORRESPONDINGMATCHLINE - SEE SHEET UC-2318" CMP FES FES FESFES FES FES FES FES FES FES FES FES FESFES FES FES FES FES FESFES FESFES FESFES FES FES FES FES FESFES FESFES FES FES FES15" HDPE15" HDPE60.00'60.00'60.00'60.00'INV=709.2 TOP=713.0 INV=706.3 TOP=708.6 INV=712.4 TOP=716.2 INV=711.2 TOP=713.5 INV=712.0 TOP=714.2 INV=718.2 TOP=722.8 INV=714.6 TOP=718.8 INV=719.1 TOP=722.4 INV=712.5 TOP=714.7 INV=715.1 TOP=718.8 INV=719.7 TOP=724.8 INV=722.4 TOP=724.9 INV=721.1 TOP=725.5 INV=721.3 TOP=726.4 INV=723.2 TOP=726.5 INV=722.8 TOP=725.8 INV=721.5 TOP=726.6 INV=723.1 TOP=725.9 INV=723.8 TOP=727.1 INV=722.5 TOP=726.8 INV=723.3 TOP=725.6 INV=719.9 TOP=727.0 INV=722.8 TOP=725.8 INV=724.9 TOP=727.6 INV=723.2 TOP=727.4 INV=724.6 TOP=726.8 INV=724.9 TOP=727.2 15" RCP-IV 15" RCP-III 15" RCP-III 1 5 " RCP-III 15" RCP-III 15" RCP-III 15" RCP-III 15" RCP-III 15" RCP-IV 24" RCP-III 15" RCP-III 24" RCP-III 24" RCP-III 24" RCP-III 24" RCP-IV 24" RCP-III 24" RCP-IV15" RCP-III DI DI DI DI DI DI DI DI DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CBCB CB CBCB 2GI w/MH TB JB RCP-IV 24" REMOVE REMOVE REMOVE REMOVE REMOVEREMOVEREMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE CB RCP-III 15" INV=718.1 TOP=723.7 INV=708.5 TOP=710.8 INV=722.9 TOP=725.2 REMOVERETAINRETAINRETAINREMOVE INV=717.7 TOP=723.0 CB INV=714.3 TOP=718.7 CB INV=720.1 TOP=724.7 INV=718.6 TOP=724.3 INV=716.7 TOP=720.9 INV=723.8 TOP=726.9 INV=724.4 TOP=727.4 PLUG & FILLP L UG & FI L L PLUG & FILL INV=718.8 TOP=723.7 2GI15" RCP-IV INV=717.7 TOP=723.5 INV=720.2 TOP=725.3 INV=722.0 TOP=726.5 INV=720.7 TOP=725.8 INV=721.4 TOP=726.3 INV=719.2 TOP=724.2 INV=710.6 TOP=714.9 INV=707.0 TOP=711.3 18" RCP-IV 18" R C P-I V 24" RCP-IV 30" RCP-IV 30" RCP-IV 30" RCP-IV 30" RCP-IV 30" RCP-IV RCP-IV 30" 24" RCP-IV 24" RCP-IV INV=721.8 INV=719.1 TOP=724.8 INV=722.0 TOP=725.5 36" RCP-IV 2 4 " RCP-I V18" RCP-IV 8"PVC 8"PVC 8"PVC 8"PVC8"PVCONLYDIRECTION4" PVCONLYDIRECTION4" PVCONLYDIRECTION4" PVC-7.3634+70.33L STATIONElv. 720.27TH 12 -37.4343+88.57L STATIONElv. 705.00TH 14 -20.8138+75.56L STATIONElv. 718.01TH 13 21.57 11+70.69Y4 STATIONElv. 720.94TH 10 -17.9012+62.82Y5 STATIONElv. 722.56TH 11 2" PVC 6" DIP6" PVC6" AC 2" PVC6" AC 6" AC 2" PVCNAD 83/ NA 2011 SVCPFHBO GVGVGV PFHGVGVGV GV PFH RWM RWMRWMRWMRWM RWM RWMRWMRWMRWMRWMRWMRWM SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCOSSCO SSCO SSCOSSCO SSCO REMOVE FIRE HYDRANT ADJUSTMENT OF MANHOLE ABANDON 98 LF 2" UTILITY PIPE ABANDON UTILITY MANHOLE UTILITY PIPE ABANDON 78 LF 8" UTILITY PIPE ABANDON 52 LF 8" ABANDON 303 LF 6" UTILITY PIPE 5223 LF TOTAL ABANDON 1401 LF 6" UTILITY PIPE UTILITY PIPE ABANDON 176 LF 4" (APPROX. LOCATION SHOWN) SANITARY SEWER LOCATE EXIST. 4" CONTRACTOR TO FIELD SEWER SANITARY GRAVITY 18 LF 4" CLEAN-OUT SEWER SANITARY SANITARY SEWER 21 LF 4" GRAVITY CLEAN-OUT SANITARY SEWER 15 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 31 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 28 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 37 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 39 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 42 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 45 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 21 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 24 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 31 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT SANITARY SEWER 17 LF 4" GRAVITY CLEAN-OUT SANITARY SEWER PLUG AND ABANDON EXIST. SS LATERAL 8 LF WATER SERVICE LINE LINE 129 LF WATER SERVICE 11 LF WATER SERVICE LINE 11 LF WATER SERVICE LINE 21 LF WATER SERVICE LINE 126 LF WATER SERVICE LINE 120 LF WATER SERVICE LINE ADJUSTMENT OF MANHOLE ADJUSTMENT OF MANHOLE ADJUSTMENT OF MANHOLE 123 LF WATER SERVICE LINE SEWER 49 LF 4" GRAVITY SANITARY SANITARY SEWER CLEAN-OUT SEWER 50 LF 4" GRAVITY SANITARY SANITARY SEWER CLEAN-OUT SERVICE LINE 10 LF WATER LINE 22 LF WATER SERVICE SANITARY SEWER 52 LF 4" GRAVITY CLEAN-OUT SANITARY SEWER 189 700700700700700700700700700 7057057057057057057057057057057057057057057057057057057057057057057057107107107107107107107107107107107107107107 1 0 710710710710710710710710710710710710710710710710 710 710710710710 710 7107107107 1 0710710710 710715715715715715715715715715715715715715715715715 71571571571571571572036" CONCC O N C CHEROKEE LN 19.1' BST 15" RCPMB 12" RCP 15" RCPDI CONC 1SBKD 36" CL STONE(2) S 18" RCP 18" RCP 18" RCP 15" CMP 18" RCP15" RCP18" RCP18" RCP 15" RCP 15" RCP 15" RCP 15" CMP 15" CMP DI DI DI DI DI DI DIDI15" RCP 15" RCP 15" RCP 15" CMP12" RCP12" RCP18" R C P 15" RCP12" R CP 15" CMP 18" RCP12" RCP 12" RCP DI 15" RCP743326 325 1SBKD 1SBKD 1SBKD1SBKD1SBKD 1SBKDG S S S S G FLAGPOLEROCKCONC CONC DK 72" WDCONC CONC CONC CONC48" WW/WD 48" WW/WDCONC LANDSCAPE TIMBERSGR GR DK DK 48" CHL48" CHL CONCCONC48" CONC BSTDISOILSOIL48" CONCKEOWEE CIR BSTKEOWEE CIR BST48" CONC 48" CONC 48"CONC S GR S S 1SBKD 1SBKD 1SBKD 1SFD G1SBK&FDCONC CONCCONCDK S SS CONC 48" CHL 48" CHL DK 72" WD 72" WD 48" CHL48" C H L BSTGRCONCBK STEPS S 72" WD48" CHLCONC 72" WDDK 72" WD 72" WD CONC S S S 1SFD 9' GR9' GR48" CONC 48" CONC S S SOIL9' GRGR GRS 9' SOILS 48" CHL 48" CHL 48" CHLG 60"CHLCHL48"GATECONC48" CHLCONCCONC 1SBKD 72" WD 72" WD72" WD 1SFD 72" WD1SBKD BST 1SFBLKBUS1SSTUCCOBUS 48" CHL 72" WD60" CHL 72" WD 60" CHL72" WDBK 48" CONC1SBKBUSGR12' GR10' GRS 48" CONC S 60" CONC 1SBKD CONC GRGRDK S 1SFBKD 1SCONCBLKD CANOPY GR 10' GR BSTCANOPY 1SMTLBUSRESCUE SQUAD18" WD & STEEL CABLES48" CONC PUTTING GREEN PUTTING GREEN GR48" MTLS S 745 319 317 316 315 320 321 742744 737 328 323 329WOODLAND RD 22.5' BST21' BST 28' BST 34' BST SR 1009 OLD MONROE ROAD 27' BST DISHSATELLITESR 1390 WILLIAMS RESCUE RD 17' BST 24' BSTWD72"WD72"BSTLANDSCAPE TIMBERS 1SBKFBUS WD RAMP 1SBKD CANOPY CANOPY 1SBKFD CONC -38.6711+55.73Y7 STATIONElv. 703.49TH 16 -27.9210+97.88Y8 STATIONElv. 708.22TH 18 11.05 12+53.59Y9 STATIONElv. 713.63TH 21 EIPEIP DB 7265 PG 715 PB 5 PG 190 GINA H. BEHRENS DB W18E PG 483 PB 5 PG 190 TINDALL JR. STEPHEN DAVID 2.62'S 57°26'59" W145.71'N 57°21'49" E156.13'EXISTING R/W EXISTING R/W EIP EIP EIP EIP EIP EIP EIP EIP EIPMON EIP EIP EIP EIP EIP MON EIP EIP DB 6514 PG 152 JERRY MAYNOR FONDA HINSON MAYNOR CAROLINAS UNION HEATHCARE, INC. DB 3282 PG 752 VIRGINIA C FOARD, TRUSTEE DB 4522 PG 359 DEED DESCRIPTION INCOMPLETE N 35°03'52" W 157.87' S 35°03'52" E 157.81' N 30°49'28" W 68.38' N 35°49'05" W 96.69'N 56°18'45" E261.75'S 80°15'31" E227.43'N 55°29'29" E125.08'N 34°35'59" W 150.80' S 34°35'59" E 27.37'N 55°27'54" E1714.18'S 55°29'29" W215.36'N 55°27'54" E1714.18'N 55°27'54" E497.34'S 33°36'36" E 108.12'S 56°23'53" W155.20'N 55°09'54" W 169.83'S 56°23'53" W187.86'S 56°23'53" W145.57'N 57°43'50" E148.87'S 38°14'54" E 80.00' N 85°40'54" W241.10' S 38°14'54" E 33.85'N 61°03'06" E147.60'S 38°14'54" E 110.00' S 38°00'39" E 106.77'0.68'N 57°06'06" E149.46'3.58'2.97'N 26°39'57" W 166 .82' N 33°09'14" W 154.90' S 38°32'29" E 203.44'S 52°10'37" W117.23'N 49°20'32" W 46.40'S 67°57'25" W102.45'S 67°57'25" W97.61'N 26°41'36" W 567 .87' S 38°22'54" E 191.35' S 38°22'54" E 183.63' N 38°29'03" W S 51°07'06" W184.00'S 51°55'08" W11.24'S 51°14'15" W121.78'S 51°07'55" W167.45'S 38°04'38" E 217.95'N 51°27'14" E140.06'N 51°27'14" E149.32'S 38°03'41" E S 49°33'53" E 58.65'S 51°27'12" W100.12'S 67°57'40" WN 61°52'19" E149.96'S 38°57'30" E 82.37' S 37°40'00" E 113.56'N 56°36'59" E149.25'S 38°05'05" E 111.21' EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/W EXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/WEXISTING R/W EXISTING R/W EXISTING R/W61.84'+31.7364.32'+59.1961.18' +67.67 49.88' +01.57 46.79' +87.29 14.14'+51.112.75'+86.776.87'+59.1345.08'+31.41 30.21' +70.77 29.99'+75.42 TOWN OF INDIAN TRAILTOWN OF INDIAN TRAILTOWN OF INDIAN TRAIL BILLY F AYCOTH, JR. LARRY J VICKERY GERALD D RIGGINS TRACT 2 WIFE CHRISTY B. ELIZONDO RONDO ELIZONDO AND STEVE & DONNA CLAYTON WENDY E COHEN WAYNE P COHEN LIEN LIEN MINH PHAM STEVE MAYNARD CLAYTON, JR. RICHARD H TOMBERLIN LINDA W STINES LINDA W STINES PATRICIA HAWK GEOFF HAWK RANDY SCHNEIDER DAWN MACOMB SCHNEIDER MARY BETH ROLLINS ROBERT L ROLLINS MALEK MACARON JACQUELYN ESTEP NORMAN E ESTEP JAMES T & ANITA WEBB MALEK MACARONDONNA NELSON HAMMOND SYSTEM, LPCSL NORTH CAROLINAVIRGINIA C FOARD, TRUSTEEDB 6183 PG 55PB 1 PG 100DB 155 PG 369PB 1 PG 100DB 6183 PG 55DB 3284 PG 842 DB 407 PG 465 DB 3130 PG 618 PB G PG 824 DB 3108 PG 652 DB 6398 PG 191 DB 3198 PG 27 PB G PG 824 DB 645 PG 68 DB 1211 PG 543 DB 6604 PG 204 DEVELOPMENT INC ALPHA OMEGA LAND DB 4373 PG 786 DB 414 PG 749 DB 4373 PG 786 DEVELOPMENT INC ALPHA OMEGA LAND DB 6707 PG 706 DB 6443 PG 358DB 6301 PG 222 DB 155 PG 369 LOT 4 BLOCK B PB 5 PG 190 DB N/F PG N/F HENDERSON TERRY M & NANCY DOROTHY K HARTIS JERRY EDMOND HARTIS LOT 1 BLOCK B PB 5 PG 190 DB N/F PG N/F LOT 4 BLOCK A PB 5 PG 190 DB 3472 PG 767 JACQUELYN ESTEP NORMAN E ESTEP JAMES T & ANITA WEBB LOT 1 BLOCK A PB 5 PG 190 DB 5104 PG 356 LOT 5 BLOCK A PB 5 PG 190 DB 6889 PG 125 MALEK MACARON LOT 2 BLOCK A PB 5 PG 190 DB 6889 PG 127 LOT 3 BLOCK A PB 5 PG 190 DB 1014 PG 756 LOT 6 BLOCK A PB 5 PG 190 DB 902 PG 799 LOT 5 BLOCK B PB 5 PG 190 DB N/F PG N/F FRANCIS YELTON DONALD & VANESSA D PARKER LOT 6 BLOCK B PB 5 PG 190 DB 5894 PG 747 LOT 2 BLOCK B PB 5 PG 190 DB 6489 PG 715 STILWELL KENNETH W ESTHER G NARRON LOT 3 BLOCK B PB 5 PG 190 DB N/F PG N/F R/WEXISTINGEIP N 53°43'49" E146.34'N 12°48'04" E214.36'N 14°52'54" W DB 7411 PG 0588 S 32°24'21" E 179.97'S 36°51'56" E 74.99'N 53°51'27" E298.47'EIPEIPN 53°34'14" E295.98'DEED DRAWN BASED ON FOUND FIELD INFORMATION & GIS WILLIAM J. PRESSLY, ET AL C HH EOIHH 96 FO 432 FO 360 FO 48 FO 8" STEEL T THH EOI EOIT TEOI EOI T T EOIEOI EOI C HH HH HH HHEOI EOI EOI EOIT DUCT BANK DUCT BANK DUCT BANK400 PR400 PR360 FO 48 FO48 FO96 FO 96 FO 432 FO144 FO EOI 25 PR25 PR25 PR25 PR25 PR25 PR25 PR8" STEEL 8" STEEL8" STEEL 6" PLASTIC 2" PLASTIC2" PLASTIC2" PLA STIC 2" PLASTIC2" PLASTIC2" PLASTICLP LP 2" PLASTIC Elv. 699.38 TH 101 2" PLASTIC Elv. 697.89 TH 100 UTILITY UNCOVER UNABLE TO Elv. 701.41 TH 102 HH MCNC HH CONTERA HHMCI/VERIZON HHCONTERAF F F F C C F F F F F C F F C C F F C F C C F F F F F F F C F F C F F F F F C F F F F F45 505531 44 46 47 48 49 50 43 43 55 56 57 51 52 53 58 60 59 45 55A 44A 58A MATCH EXISTING -Y7- POT STA. 10+20.00 BEGIN CONSTRUCTION MATCH EXISTING MATCH EXISTING -Y9- POC STA. 12+06.00 END CONSTRUCTION PROP 5' SIDEWALK PROP 2'-6" C&G PROP 2'-6" C&G PROP 5' SIDEWALK PROP 2'-6" C&G PROP 2'-9" C&G PROP 2'-9" C&GPROP 2'-9" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND 45'R 55'R 45'R 4 5'R100'R 50'R 4 5'R 45'R 50'R 100'R 35'R 2'R 5'R 3 5'RPROP RAISED MEDIAN -Y8- POC STA. 12+90.00 END CONSTRUCTION -Y8- POC STA. 11+65.00 END GRADE -Y9- POC STA. 11+80.00 END GRADE 2'-6" C&G PROP 50'R PROP 10' MUP PROP 10' MUP PROP 10' MUP O O O P P36" RCP-IV 36" RCP-IV 15" RCP-III 15" RCP-III 15" RCP-III 15" RCP-III 15" RCP-III REMOVE REMOVE CROSS PIPES REMOVE 2 36" RCP-III REMOVE 24" RCP-III AREA UNSURVEYED APPROX. EOP BOX DESIGN CONTRACTOR GRADE TO DRAIN 36" RCP-IV 0740 0741 0747 0746 0742 0739 0755 0745 0756 0744 0743 0765 0751 0752 0763 0764 0750 0749 0771 07610760 0758 0759 0762 07680767 0769 0772 0766 0774 0770 0738 0737 0735 07190718 0717 0714 0715 0734 073307310727 0726 0732 0725 0721 0723 0710 07110709 0708 0701 0703 0702 0704 0705 0706 0707 0724 0722A 30" RCP-IV 36" RCP-III CATCH BASIN PROP. SPLITTER U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\Abandon\BA\U-4714BA_UC_UC25.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A UC-25 MATCHLINE - SEE SHEET UC-26PROPOSED UTILITY NOTES SEE SHEET UC-7 FOR CORRESPONDINGMATCHLINE - SEE SHEET UC-2412" HDPETOP=709.92'18" CMPFES FESFES FES FES FES FES FES FESFES FES FES FES FES FES FESS100.00' 60.00'60.00'60.00'60.00'INV=701.5 TOP=706.2 INV=701.6 TOP=706.4 INV=702.4 TOP=706.4 INV=703.0 TOP=709.1 INV=705.4 TOP=709.8 INV=706.3 TOP=708.6 INV=707.7 TOP=710.1 INV=705.6 TOP=708.6 INV=701.4 TOP=707.8 INV=703.9 TOP=707.5 INV=702.3 TOP=708.0 INV=706.6 TOP=710.2 INV=703.1 TOP=707.8 INV=705.1 TOP=709.0 INV=706.5 TOP=709.8 INV=706.7 TOP=710.4 INV=707.4 TOP=711.0 INV=708.7 TOP=712.0 INV=704.7 TOP=708.5 INV=706.8 TOP=711.6 INV=705.3 TOP=708.3 INV=706.4 TOP=710.6 INV=707.2 TOP=712.0 INV=707.4 TOP=712.1INV=708.8 TOP=712.4 INV=707.8 TOP=710.8INV=708.0 TOP=711.0 INV=704.4 TOP=710.2 INV=707.3 TOP=710.4 INV=705.2 TOP=709.9 INV=707.2 TOP=710.2 INV=707.6 TOP=710.6 INV=705.9 TOP=709.9 INV=706.8 TOP=710.1 INV=706.7 TOP=709.7 INV=707.8 TOP=710.0 INV=709.7 TOP=712.0 INV=701.2 15" RCP-III 24" RCP-IV 36" RCP-IV30" RCP-IV 15" RCP-IV 36" RCP-IV15" RCP-III 36" RCP-IV 36" RCP-IV18" RCP-IV 15" RCP-III 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-III 18" RCP-III 18" RCP-IV 18" RCP-IV 15" RCP-IV 18" RCP-IV 15" R C P-III RCP-IV 18" R C P-I V 15" RC P-IV 15" 15" RCP-IV 18" RCP-IV 15" RCP-IV 24" RCP-IV 18" RCP-IV 18" RCP-IV DI DI DI DI DI DI DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CBCB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB OTCBRCP-III 15" RCP-III 15" RCP-III15" RCP-IV 24" RCP-IV36" INV=713.2 RCP-III15" RCP-IV 18" RCP-IV24" RCP-IV 15" RCP-IV 15" REMOVEREMOVE REMOVEREMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVEREMOVE R E MOVE REMOVE R E MO V E REMOVE W/ 2 ELBOWS18" CSPG.T.D CB 15" RCP-IV INV=700.6 REMOVE2GI INV=708.3 INV=711.5 INV=703.3 TOP=707.8 INV=704.6 TOP=708.31 INV=705.2 TOP=708.9 INV=704.7 TOP=710.1 G.T.D DEPRESS 0.5' & BOX PROPOSED INV=704.1 REMOVEREMOVEINV=704.2 TOP=708.2 DI 15" RCP-IV INV=708.0 TOP=711.2 PLUG & FILLINV=707.8 TOP=710.1 INV=704.7 TOP=709.7 INV=707.9 TOP=710.1 INV=703.5 TOP=709.4 INV=706.8 TOP=709.8 INV=708.0 TOP=710.3 INV=707.2 TOP=710.5 18" RCP-III INV=713.4 RETAINRETAINRETAINGRADE TO DRAIN10 S.Y. GEOTEXTILE EST. 3 TONS CL-B RIP RAP GRADE TO DRAINOPEN END PIPE OPEN END PIPE OPEN END PIPE INV=704.5 TOP=710.1 INV=704.8 TOP=708.3 RC P-IV36" DI C/O 8"PVC8"PVC8"PVC8"PVC8"PVC 8"PVC 8"PVC 8"PVC ONLYDIRECTION4"DIP8"PVC -37.4343+88.57L STATIONElv. 705.00TH 14 29.5211+62.54Y7 STATIONElv. 704.53TH 15 -16.6611+14.83Y8 STATIONElv. 707.14TH 17 15.3712+54.33Y9 STATIONElv. 708.07TH 20 -39.4152+50.80L STATIONElv. 705.36TH 19 -29.6456+56.75L STATIONElv. 706.67TH 22 6" AC2" PVC2" PVC6" PVC6" PVC6" PVC8" PVC8" PVC 6" AC 6" AC 6" AC 2" PVC, ABANDONED PER RECORD2" PVC, ABANDONED PER RECORDNAD 83/ NA 2011 PFH GV GV GV GVBOGV GVPFH GVPF HRWMRWM RWMRWMRWM RWM RWMRWM RWMRWMRWMRWM RWM SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCO SSCORWMRWM SSCO SSCORWMREMOVE FIRE HYDRANT ADJUSTMENT OF MANHOLE ADJUSTMENT OF MANHOLE ADJUSTMENT OF MANHOLE UTILITY PIPE ABANDON 105 LF 2" 5223 LF TOTAL 6" UTILITY PIPE ABANDON 1399 LF ABANDON 554 LF 8" UTILITY PIPE UTILITY PIPE ABANDON 198 LF 8" UTILITY PIPE ABANDON 39 LF 8" UTILITY PIPE ABANDON 17 LF 8" ABANDON UTILITY MANHOLE ABANDON 85 LF 8" UTILITY PIPE ABANDON 271 LF 4" UTILITY PIPE (APPROX. LOCATION SHOWN) EXIST. 4" SANITARY SEWER CONTRACTOR TO FIELD LOCATE REMOVE FIRE HYDRANT UTILITY PIPE ABANDON 236 LF 8" UTILITY PIPE ABANDON 324 LF 6" UTILITY PIPE ABANDON 264 LF 8" 426 LF TOTAL SANITARY SEWER 17 LF 4" GRAVITY CLEAN-OUT SANITARY SEWER SANITARY SEWER 53 LF 4" GRAVITY CLEAN-OUT SANITARY SEWER 38 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 12 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 12 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 44 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 70 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 60 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 62 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 73 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT UTILITY PIPE ABANDON 191 LF 8" SERVICE LINE 8 LF WATER 124 LF WATER SERVICE LINE 136 LF WATER SERVICE LINE SERVICE LINE 11 LF WATER 5 LF WATER SERVICE LINE 20 LF WATER SERVICE LINE 244 LF WATER SERVICE LINE 138 LF WATER SERVICE LINE 54 LF WATER SERVICE LINE 9 LF WATER SERVICE LINE 30 LF WATER SERVICE LINE REMOVE UTILITY MANHOLE 190 695695695700700700700700705 705705705705705705705 705705705705710 710 710710710710710710710710710710710710710710710710710710710710710710710 710 710715715715715715715715715715715715715715715715715715715 715 715715 715715 715 715715715 715715715715 715 715715 715 715 715715715 715 715715 715 720720720720720720720720720720 720720720 720720 720720720 720 7257307357 4 0 7 4 5 7 5 0 755760770 BOLLARD 1SBKBUSC ONCGATE(3) BLK WALL48" CONC BENCH(2)90" CONCPLANTER PLANTER 18" C&GBLK RET WALL36" CONCRET WALL24" WOOD96" PLASTIC D ID ID ID ID ID ID ID ID I15" CMP15" RCP 18" RCP 18" RCP 18" RCP15" CMP15" CMP30" CMP 15 " CMP 15" CMP8" HDPE 8" HDPE15" CMP15" RCP15" RCP15" RCP15" RCP15" CMP8" HDPE D I15" RCP15" RCP 15" RCP15" RCP DI DI 15" RCP 15" CMP 15" CMP 15" RCP15" RCP15" RCP15" RCP15" RCP 15" RCP 15" RCP 18" RCP18" RCP 18" RCP 12" RCP18" RCP ONLY DIRECTION 15" RCP 8" HDPE18" RCP ONLYDIRECTION8" PVC 15" RCP vv10' CONC 10' CONC 60' CONC60' CONC 60' CONC 60' CONC 60' CONC C&G30" C&G 1SBKBUS 18"C&G FLAG POLE BST BST BST BST BST BST BST BST BST BST BST 60" CONC CONC BST BST CONCCONCCONC CONCBST BST BST BST GATEGAT EDIS S S 1SBKD 30"C&GCONC CONC CONC CONC DI8' BK WALL 8' BK WALLCONC WALL 1SBKBUS CONC 30" C&GCONCS RIPRAPCONCFLAGPOLE 1SBKBUS 8' CONCBLK WALL GATEG ATECONC GR10' GRCONC1SBKD G CONCCONC S60' CONC BST SBSTGRCONC CONC CONC CONC S S CONC C&G 18" CONC DRAIN 24" C&G 1SCONCBLKBUS GATEGATEBST BST S6" CONC CURB A. T. M. CONC GROCERY CARTS CARTSGROCERY CARTSGROCERY GATEGATE 1SMTL/BKBUS CONC CONC R IPRAP BK & MTL BK & MTLBK & MTL VACCUM VACCUM VACCUM 48"C HL 78" CONC BLK WALL CONC DAM 1SBKBUS BST BST BST BST CANOPY C&G S60 ' CONC UTIL BOX 60" CONC 60" CONC60" CONCS S S UTILBOX BST CONCGATE G ATE 8' CHLGATE G ATE GATE8' CHLCONC3-MTL POSTS 8' CHL & 3SBW 8' CHL 8' CHL 8' CHL &3SBWGATEGATES WATER TANK CONC CONC 72" BKWALL72" CHL CONC CONCCONC8" CONC CURB 8" CONC CURB CANOPY CONC 1SMTLCONC BUS 4 -GAS PUMP ISL'S U /MTL S C URB 8" CONC CONC4-GAS PUMPSU/CANOPY CHLU/G TANKSMTL POSTS CONC BST 6" BST CURBBST 8" CONC CURBCONC 8" CONC CURB60" CONC60" CONC 60" CONC 60" CONC60" CONC 60" CONC6" CONC CURB S 24" C&G 24" C&G24" C&G24" C&G 24 " C&G 2 4" C&G2 4" C&G2 4" C&G2 4" C&G24" C&G 24" C&G24" C&G 24 " C&G BSTBSTBSTBST BST1SBK&BLK BUS1SBKD S S SS BSTBSTBSTCONCCONC72" WD72" WDSOIL30" C&G60" CONCSBST BST BST 1SFBLKBUS1SSTUCCOBU S CONC 48" CHL48 " CHL WALLCONCBLK60 " CHL 60" CHL 72 " WD 60" CHLBK 48" CONC60" CONC60" CONC60" CONC60" CONC 48" CONC48 " CONC BST BST 1SBKBUS WD A. T. M.CONC BST 72 CHL & 3SBW CONC 1SBK&STUCCOBUSGATEGATEBST SCONC CONC SWALL BK S 8" CONC CURB 8" CONC CURB PUTTINGGREEN W CONC SS DI 18" C&G18" C&G 24" C&G 24" C&G 30" C&G 30"30" C&G24" C&G 30" C&G 30" C&G 18" C&G30" C&G24" C&G24" C&G24 "C&G24" C&G18" C&G18" C&G18" C&G18" C&G18" C&G18 " C&G 18" C&G18" C&G 18" C & G 18 " C&G 18" C&G30" C&G24" C&G24" C&G 30" C&G24" C&G 30" C&G6" CURB24" C&G 24" C&G 24" C&G24" C&G24" C& G 30" C&G 30" C&G 30" 24" C&G 24" C&G 24" C&GC&G 24"24" C&G1SBKBUS60" CONC 60" CONC60" CONC1SBKBUSCANCANS4 0 " MT L 40" MTL 18" C&G 18" C&G18" C&G1SMBUS1SFD1SFDCAN1SFD1SFD1SFD1SFDSSCONCCONCCONC 72" WD48" WD SPLIT RAILCONCCONC30" C&G30" C&G72" WD72" WD48" WD SPLIT RAIL PA-ASPHASPH48" CHL60" CHL60" CHL 48" CHLGRCONCCONC24" C&G 24" C&G24" C&G 2 4" C&G24" C&GASPH 72" WD 72" WD 72" WD CONC60" CHL36" CONC WALLGRGRCONC332 731 333 729 718 724360 715 714 710 SR 1009 OLD MONROE RD 47.5' BST 36' CONC 36.5' BST 13' BST13' BST25' BST 33' BST 34.5' BST 32' BST 41' BST 32.5' BST SR 1008 WAXHAW-INDIAN TRAIL RD 45' BSTSR 1008 INDIAN TRAIL ROAD SOUTH 33' BST60' BST30' BST26.5' BST39' BST31.5' BST31.5' BST31.5' BST30' BST34' BST 38 .5' BST BST 33' BST BROKEN BSTMTR MTR MTR LP LP LP LP S 34.90 13+42 .41 Y10 STATION Elv . 708.62 TH 23 EIPE IP E IP PB F PG 687 DB 5544 PG 865 PB L PG 810DB 5910 PG 117FAMI LY TYME LLCANTHONY A. WENDELL STEPHEN G. SIMMS J.J. CLARK, JR. DB 1188 PG 728S 48°16'33" W149.94'S 38 °03'4 1" E 127.71'S 48°17'44" W53.60'S 41°18'58" E 60 .66' S 41°18'58" E 20 .93'N 47°51'42" E199.21'S 48°25'03" W74.07'N 48°22'46" E75.80'N 49°33'51" W S 49°33'10" E 238.95' N 49°34'02" W S 54°39'39" E 89.27'S 68°15'47" W28.80'N 68°18'21" E71.20'N 68°18'21" E28.80'S 48°33'39" E 125.98'N 68°22'31" E71.20'N 68°18'21" E28.80'N 68°18'21" E71.20'N 68°08'04" E28.80'S 68°22'39" W89.60'S 42°57'39" E 199.14' S 45°10'39" E 162.54 'S 46°11'39" E 244.60'N 68°06'51" E33.40'S 68°51'23" W113.49'S 67°57'40" W153.44'S 3 5°31'41 " E 28.78'S 40°59'01" W251.52'S 41°00'01" W275.91'N 37°42'20" E312.51'S 29°21'51" W246.09'N 48°18'09" W 108.52'S 40°59'02" W55.01'N 48°24'49" W 60.01'N 40°56'23" E49.43'N 40°57'57" EN 46°40'14" W N 46°39'59" W N 29°28'18" E201.70'EX IST ING R /W EX IST ING R /W EXISTING R/WEXISTING R/WEXISTING R/WS 83°28'58" E 124.51'S 46°10'56" W99.39'N 56°02'47" W 63.76' N 43°41'37" W 57.90' N 56°02'47" W 34.97'S 46°47'10" W222.38'S 43°19'55" E 154 .07'S 43°19'55" E 133.63'N 43°31'07" W 246.65'N 39°36'31" E282.62'N 43°31'07" W 44.84'S 44°12'20" W84.10'S 43°21'15" E 26.82'N 43°54'31" E10.19'S 43°27'44" E 92.99'S 27°30'21" W250.80'N 46°46'33" E248.34'S 56°03'24" E 167.89'S 43°15 '14" E 235.00'S 57°08'56" W230.00'S 27°04'46" W296.05'EXISTING R/WEXISTING R/W S 29°30'49" W30.08'S 60°07'28" E 143.19'N 29°29'38" E29.92'24.53'N 29°26'47" E84.28'33.64'+92.92 27.39'+16.5326.03'+61.2219.27'+49.6126.16' +51.68 DEVELOPMENT INC ALPHA OMEGA LAND DEVELOPMENT INC ALPHA OMEGA LAND RUSHING CONSTRUCTION PLAZA LLC INDIAN TRAIL DEVELOPMENT INC ALPHA OMEGA LAND PUBLIC WORKS UNION COUNTY BOULEVARD EAST LLC CAH HOLDINGS LLC CAH HOLDINGS LLCTWO COUSINS PROPERTIES, LLC DENISE P. ATHANS GEORGE ATHANS AND WIFE GEORGE ATHANS JANICE W PRIVETTE GAY D PRIVETTE & JUNE JAMES HENRY NANCE WILLIAM M CURD JAMES HARBISON SUBHASYS ESTATES LLC WIFE DENISE P. ANTHANS GEORGE ANTHANS AND HENDLEY-BREWER PROPERTIES GREGORY PLAZA LLC INDIAN TRAIL PROPERTIES PROPERTIES LLC WILLIAMS HARRIS VANE SSA D PARKER LOT 6 B LOCK B PB 5 PG 19 0DB 58 94 PG 74 7E STH ER G NARRON RIZAK RETAIL, LLC PB 6 PG 36 DB 1473 PG 786 DB C PG 628 DB 5727 PG 343 LOT 26 PB C PG 628 DB 5529 PG 333 LOT 27 PB 6 PG 36 DB 1665 PG 001 PB 6 PG 36 DB 684 PG 636 PB 6 PG 36 DB 439 PG 87 PB F PG 687 DB 6757 PG 593 DB 773 PG 520 DB 430 PG 831 DB 1717 PG 511 PB F PG 687 DB 1309 PG 054 DB 5813 PG 892 DB 4373 PG 786 DB 4373 PG 786 DB 4373 PG 786 DB 5260 PG 305 DB 245 PG 434 DB N/F PG N/F DB 6614 PG 261 DB 4362 PG 003 DB 4356 PG 001 DB 4452 PG 042 PUBLIC WORKS UNION COUNTY DB N/F PG N/FN 14°52'54" W171.79' MTR TCAB. MTR TS HH T HHT MTR OUTLET MTR MTR MTR JB LSOUTLET LS MTR OUTLET VAC.VAC. VAC. MTRT EOIEOI EOIEO IHHTTTTH H T C H HHH H HHHH H H H EOI E OI H H EOI JB LP LP LP LPLPLPLPLP LP LP LP LP LP LP LP LP LP LP LP LP LP LP 48 FO 100 PR100 PR 900 PR9 00 PR 1200 PR 1200 PR 1200 PR24 FO 24 FO24 FO 24 FO 8" STEEL144 FO 144 FO 144 FO144 FO50 PRTTT LPLPLPLPLPLPLPLP25 PR 24 FO LP LP LP LP LPLP LP LP2" PLASTIC6" MDPELP LP LP LP LP LP LP LPLP LP LP 96 FO144 FO432 FO72 FO25 PR25 PR2 5 P R25 PR 1.25" MDPE8" STEEL8" STEEL 8" STEEL 6" PLA STIC 6" PLASTIC 2" PLASTIC 2" PLASTIC2" MDPE 2" MDPE2" MDPE48 FOLPLP LP LPLPEIP S 63°37'02" E HH MCNC HHCONTERA HH CONTERA HHMCI/VERIZON HHMCI/VERIZON HH MCNC F C C C F F C F F F F FFF F F C F F C F F F F F F F F F F F F F 1560 6510 CHORD CHORD53 61 64 65 66 67 60 60 69 70 71 72 73 74 75 76 194 63 61 PROP 2'-6" C&G PROP 6' S IDEWALK PROP 5' SIDEWALK PROP 5' SIDEWALKPROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-6" C&G PROP 2'-9" C&G PROP 2'-9" C&G PROP 5" MONO ISLAND PROP 5" MONO ISLAND 20'R 15'R 15'R 25'R 15'R 1 5'R35'R 65'R 50'R 15'R15'R 50'R 60'R 180'R15'R 15'R15'R 15'R15'R 15'R20'R2 0 'R25'R25'R15'R 15'R15'R 15'R15'R 15'R15'R15'R15'R PROP RA ISED MED IAN 180'RPROP 2'-6" C&G PROP 2 '-6" C&G PROP 5 " MONO ISLAND MATCH EXISTING -Y10- POT STA. 10+00.00 BEGIN CONSTRUCTION PROP 5' SIDEWALKPROP 5' MONOLITHIC ISLANDSEE SHEET 2C-2 PROP 2 '-0" C&G10'RPROP 10' MUP PROP 10' MUP PROP 10' MUP PROP 10 ' MUP PROP 2'-0" C&G 15'R15'R 5'R15'R5'R15'R 30'R 40'36 '28'35' 40 'SIGN DISTURB DO NOT PROP 6' SIDEWALK1'-6 " C&G PROP PROP 2'-0 " C&G PROP 2'-0" C&GPROP 2'-6" C&G C&G 2'-0" PROP PROP 2'-0" C&G2'-0" C&GPROP PROP 2'-0" C&GO O P P15" RCP-IV 15" RCP-IV 15" RCP-III 15" RCP-IV 18" RCP-IV EXIST 24" TIE BOX TO REMOVE REMOVE REMOVE 15" RCP-III 15" RCP-IV (SPECIAL DESIGN) 2GI 15" RCP-IV 36" RCP-IV 0840 0841 0842 0847 0836 0837 0845 0844 0838 0843 0839 0802 0803 0804 0806 08290828 0834 0816 0833 0826 0827 0832 0831 08150830 0851 0808 0809 0813 0810 0811 0814 0850 0849 0812 0824 0823 0821 0822 0820 0825 0807 0805 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\Abandon\BA\U-4714BA_UC_UC26.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ER T T. KRANTZE NGINEERPROFESSION A LNO RTH CAR O LIN A UC-26 MATCHLI NE - SEE SHEET UC-27PROPOSED UTILITY NOTES SEE SHEET UC-8 FOR CORRESPONDING MATCHLINE - SEE SHEET UC-25MATCHLINE - SEE SHEET UC-38 CB CB CB CB CB CB CB CB CB CB 24" RCP 30" RCPCB TOP=704 .44'36" RCP36" RCPTOP=703.40'TOP=717.61' CB TOP=715.17' HW CB CB CB CB CB CB CB 24" RCPFES FES FES FES FES FES FES FES TOP=719.35' TOP=709.17' 12" HDPE FES S S S S S S CONC NO SIZE HDPECB CB 24 " PAVED D ITCH CBCBCB60.00'60.00' 60.00' RETAIN RETAIN RETAINRETAIN REMOVE DI RETAIN DI RETAIN INV=709.6 TOP=712.6 INV=711.3 TOP=714.3 INV=702.7 TOP=706.6 INV=703.6 TOP=706.6 INV=707.8 TOP=714.1 INV=706.7 TOP=709.7 INV=709.0 TOP=712.0 INV=710.4 TOP=714.9 INV=712.7 TOP=715.7 INV=707.2 TOP=710.2 INV=710.6 TOP=713.8 INV=713.3 TOP=716.5 INV=711.7 TOP=714.7 INV=714.3 TOP=717.6 INV=712.8 TOP=715.8 INV=716.4 TOP=719.7 INV=713.1 TOP=716.1 INV=714.8 TOP=718.8 INV=715.8 TOP=719.0 INV=709.3 TOP=715.4 INV=714.6 TOP=719.2 INV=712.1TOP=715.115 " RCP -IV 18" RCP-IV 18" RCP-IV 15 " RCP -IV 1 5 " RCP-I V 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-I V 15" RCP-IV 18" RCP-IV 24" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 18" RCP- I I I DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CBRCP-IV 18" RCP-IV 15" RCP- I V 18" REMOVE REMOVEREMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE O.E.P INV=708.9 TOP=712.1 15" RCP -IV INV=711.5 TOP=715.3 INV=713.0 INV=714.2 TOP=717.4 INV=714.5 TOP=718.0 INV=711.8 TOP=715.0 RETAIN RETAIN REMOVERETAINRETAIN RETAINRETAINRETAIN RETAIN REMOVEREMOVE RETAINRETAIN RETAINRETAINRETAINRETA INRETAINRETAIN CB INV=707.3 TOP=712.7 DI DI CB15" RCP-IV 15" RCP -IV DI INV=715.2 TOP=718.4 30" RCP-IV PLUG & FILL INV=714.8 TOP=718.9 INV=714.9 TOP=718.6 INV=715.0 TOP=718.3 INV=700.5 TOP=704.4 INV=700.2 EST. 4 C.Y. CONCRETE (SEE DETAIL 8-1) REPLACE CONC. CHANNEL INV=708.3 TOP=711.3 INV=717.4 TOP=720.4 INV=716.0 TOP=719.0 INV=713.6 TOP=716.6 INV=712.4 TOP=716.0 INV=711.1 TOP=715.3 14 S.Y. GEOTEXTILE EST. 5 TONS CL-B RIP RAP MH JB w/RETAINCOLLAR DI INV=698.8 INV=699.6INV=699.6 INV=707.5 TOP=714.6 18" RCP-IV CB 8"PVC8"PVC 8"PVCONLYDIRECTION4"PVC8"PVC6"PVC 8"PVCONLYDIRECTION8" PVC-15 .65 13+26.74 Y10 STATION Elv. 708 .83 TH 24 -21.82 61+61.30 L STATION Elv . 712 .05 TH 25 -29.64 56+56 .75 L STATION Elv . 706.67 TH 22 BFPVAULTBFP BFP X2BFP BFP 8" AC 8" AC6" AC6 " AC N A D 83/ N A 2011 SSCO PFHPFH GVGVGVGVGV GVGVRWMRWMRWMRWM RWM RWM RWM RWMRBFPRBFPRWM RWMRBFPRBFPRBFPRWM SSCO SSCO SSCORWM SSCO RWMRWMRWMADJUSTMENT OF MANHOLE ADJUSTMENT OF MANHOLE 5223 LF TOTAL 2682 LF TOTAL ABANDON 330 LF 8" UTILITY PIPE UTILITY PIPE ABANDON 403 LF 6" UTILITY PIPE ABANDON 890 LF 8" 426 LF TOTAL UTILITY PIPE ABANDON 180 LF 6" MANHOLE ABANDON UTILITY ABANDON 329 LF 8" UTILITY PIPE ABANDON UTILITY MANHOLE 395 LF TOTAL UTILITY PIPE ABANDON 189 LF 8" UTILITY PIPE ABANDON 191 LF 8" SEWER SANITARY GRAVITY 53 LF 4" CLEAN-OUT SEWER SANITARY SANITARY SEWER 81 LF 4" GRAVITY CLEAN-OUT SANITARY SEWER 42 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 15 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT 9 LF WATER SERVICE LINE 130 LF WATER SERVICE LINE 10 LF WATER SERVICE LINE 95 LF WATER SERVICE LINE 3/4" SERVICE 1" COPPER SERVICE 116 LF WATER SERVICE LINE SERVICE LINE 112 LF WATER 1" COPPER SERVICE 176 LF 2" WATER SERVICE LINE 4 LF WATER SERVICE LINE 3/4" SERVICE COPPER SERVICE SERVICE LINE 117 LF 2" COPPER WATER 3/4" SERVICE 15 LF WATER SERVICE LINE 15 LF WATER SERVICE LINE 1" SERVICE SANITARY SEWER 27 LF 4" GRAVITY CLEAN-OUT SANITARY SEWER SERVICE LINE 125 LF WATER RECONNECT WATER METER REMOVE UTILITY MANHOLE 191 685685690690690690690690690690690690690690695695695695695 695 695 695695695 695 700700700700 700700 700700700700700700705705705705705705705705710 710 710710710710 710 710 710710 710 710710710 710 710710715715715715 715715715715 715 715 715715 715715 715 715715715715715715 S BOLLARD 1SBKBUS PA-BST BK CONC CONC BK S S PLANTER 18"C&G 18"C&G BK BENCH(2)BENCH(2) 120" CONC 30" C&G 72" CONCBK S BOLLARD(4) BOLLARD(4) 18" C&G 18" C&G CONC 96" CONCPLANTER PLANTERPLANTER PLANTER 120" CONC 15" RCP 15" RCP 15" RCP15" RCP 15" RCP 15" RCP 18" C&G 18" C&G RET WALL 10" STONE 60" MTL 15" RCPCONCPA-BST 3 0 " C&G30" C&G15" RCPCONC15" RCP15" RCP15" RCP PA-BST 60" CONC 18" RCP ONLY DIRECTION 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP 15" CMP15" RCP15" RCP15" RCP15" RCP 15" RCP 15" RCP 15" CMP12" RCP15" CMP 15" CMP DI ONLY D IRECT ION 4 "PVC 18" RCP 15" RCP 705 691 378vvv 1SBK CHURCH CONCCONC PLAYGROUND CONC CONC BST BST6S ELEC6S ELEC 6S ELEC48" WD 1SBKD 1SBKD SOILGR GRCONCCANOPY B 1SCONCBLK FIRE DEPT. 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STALLINGS VOLUNTEER FIRE DEPARTMENT INC. STALLINGS VOLUNTEER OH SEON PARK TAE KYU PARK CREEKSIDE BIBLE CHURCH BARBARA HELMS ROGER MAC HELMS DB 465 PG 758 DB 5813 PG 892 DB 5469 PG 578 PB 4 PG 149 DB 5957 PG 004 PB 4 PG 149 DB N/F PG N/F DB 5572 PG 280 DB 561 PG 448 DB 256 PG 88 PB E PG 413 DB 1094 PG 701 DB 1094 PG 701 PB E PG 413 DB 5260 PG 303 PB D PG 160 DB 5260 PG 303 PB D PG 160 PB D PG 160 DB 1330 PG 628 PB L PG 810 DB 5910 PG 117 PB 4 PG 149 DB N/F PG N/F JORDAN'S PLACE LLC DB 5260 PG 303 PB D PG 160 T CHH HH EOIC MTR X3 LS EOI MTR HH MTR T HHT EOIEOIEOIEOI EOILP LP LP LP LP LP LP LP LP LP LP LP 48 FO 48 FO144 FO 144 FO 6" PLASTIC LP LP LP LP LP LP S LP LP LP LP LP LP LPLP LP S LP LP LP ASPH CONC PLANTER PLANTER PLANTER 12"HDPECBINV=706.69' INV=706.70' TOP=709.94' C H A N G E T Y P E 12" P V C INV=709.78' TOP=710.53' INV=709.75' TOP=710.48' RIP/RAP 10" P V C MBDIR S INV=708.83' INV=708.84'8" PVC CONC S S TOP=713.75' INV=708.85'8" PVCASPH TOP=713.48' INV=709.98' INV=709.91' DI DIR4" PVC BK COLUMN (5) CANOPY 1SBKBUS PVC4"4" PVC DI PVC 8 "DI TOP=713.61' INV=711.05' INV=711.03'30" C&GCANOPY S CONCBOLLARDS(5)BRK WALL18" C&GS CONCCONC INV=707.71' TOP=710.87' INV=710.37' INV=710.38' TOP=713.62' BENCHCONC 15" RCPBO-TY LLC DB 6508 PG 659 6"HDPE DI (2) (DIR) TOP=708.68' 18" C&G TOP=704.01'TOP=705.76' INV=694.41'INV=706.47' INV=698.56 'INV=702.70' TOP=706.77'ASPH 15"RCP GLEN OAKS INVESTMENTS, LLC CARLTON'S RENTALS, LLC AND DB 7270 PG 654 S 63°37'02" E 165.25'S 63°37'02" E 192.96'27.13'28.57' +39.02 80.89' +47.66 EXISTING R/W HH MCNCHHCONTERA C F F F C FFF F FF CC C C F C C F CC C C F F C C C7580 15.02.01.02.003.02.02VAR..02.02.02VAR..0267 77 78 79 80 81 76 83 84 86 87 88 89 90 82 84 84 PROP 5' SIDEWALK PROP 2'-6" C&G PROP 5" MONO ISLAND 15'R 15'R 15'R15'R 100'R 60'R20'R 30'RRETAIN EXIST. SIDEWALK AND C&G RETAIN EXIST. SIDEWALK AND C&G PROP 5' SIDEWALK PROP 2'-6" C&G -LBA- POT STA. 13+00.00 TIE TO EXIST. -LBA- 15" RCP-III 15" RCP-III REMOVE REMOVE REMOVE REMOVE 15" RCP-IV 1016 0930 09150914 0928 0925 0927 0913 0912 0929 0926 0924 0911 0910 0931 0909 0901 0903 0904 0902 0906 0905 0908 0922 0921 0919 0918 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\Abandon\BA\U-4714BA_UC_UC27.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZENGINEERPROFESSION A LNORTH CAR O LIN A UC-27 PROPOSED UTILITY NOTES SEE SHEET UC-9 FOR CORRESPONDINGMATCHLINE - SEE SHEET UC-26MATCHLINE - SEE SHEET UC-28CB CB CB CB CB TOP=707.76'TOP=708.53 'CB CB CB CB SS CB CB OTCB HW FES CB CB CB CB CB FES FES FES FESFES FES FES FES FES FESFES FES FESFES FESFES 10" HDPEDIRECTIONONLY12" HDPE 12" HDPETOP=699.49' S CB CB 60.00'INV=706.23 'INV=695.94'INV=694.55'INV=694.23 'INV=694.08' INV=694.9 TOP=697.9 INV=695.9 TOP=698.1 INV=711.3 TOP=713.5 INV=711.7 TOP=714.8 INV=694.4 TOP=696.6 INV=712.1 TOP=715.1 INV=694.8 TOP=697.8 15" RCP-IV 15" RCP-III 15" RCP-III OTCB 15" RCP-IV 15" RCP-I V 1 5" RCP-I V 15" RCP-IV 15" RCP-IV 15" RCP-IV 18" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV DI DI DI CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB OTCB RETAIN RETAIN RETAINRETAINREMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVE REMOVEREMOVE REMOVE R C P-V 15" O.E.P INV=689.5 TOP=692.8 INV=699.1 TOP=702.1 INV=693.4 TOP=695.9 INV=691.2 TOP=694.4 INV=689.9 TOP=693.2 INV=687.3 TOP=691.1 INV=688.0 TOP=691.2 INV=700.1 TOP=703.1 RETAINRETAINRETAINRETAINRETAIN RETAIN RETAIN RETAIN RETAIN RETAIN R E TA IN RETAIN RETAINRETA IN RETAINRETAIN INV=711.7 TOP=715.7 INV=711.6 TOP=715.5 18" RCP-IV 18" RCP-IV 18" RCP-IV 18" RCP-IV 24" RCP-IV IN V =711.1TO P=715.3GRADE TO DRAIN GRADE TO DRAIN INV=710.3 TOP=713.3 CBINV=706.4 TOP=709.4 INV=706.0 TOP=709.5 INV=705.5 TOP=709.7 REBUILD RETAIN RETAIN INV=711.1 TOP=714.5 8"PVC 8"PVC8"PVC 8"PVC8"PVC 8"PVC 8"PVC 8"PVC -13.79 72+37.10 L STATION Elv. 710.69 TH 26 -13.18 78+06.48 L STATION Elv. 695.80 TH 27 6" PVCBFPVAULTVAULT FDCBFPALL BFP X3 BFP 8" AC 8" DI8" PVCINV=701.86' TOP=705.70' INV=700.08'TOP=707.41'INV=700.38 'INV=698.13'TOP=705.88'698.99 'INV= INV=698.37' INV=698.79 'TOP=705.36'NAD 8 3/ NA 2 0 1 1 RRPZPFH PFHGVGV PFH RWM RWM RWMRWM RWM RWM RWMRWMPWMRWM RWMRWM RBFP RWM RRPZSSCO SSCO RWMRWMREMOVE FIRE HYDRANT 2 - REMOVE FIRE HYDRANTS 2682 LF TOTAL ABANDON 1400 LF 8" UTILITY PIPE ABANDON UTILITY MANHOLE ABANDON 264 LF 8" UTILITY PIPE UT IL ITY P IP E ABANDON 1 8 9 L F 8 " ABANDON UTILITY MANHOLE UTILITY PIPE ABANDON 206 LF 8" 395 LF TOTAL ABANDON 398 LF 8" UTILITY PIPE ABANDON 300 LF 8" UTILITY PIPE ABANDON UTILITY MANHOLE ABANDON 13 LF 6" UTILITY PIPE 401 LF TOTAL UTILITY PIPE ABANDON 230 LF 8" 28 LF 4" GRAVITY SANITARY SEWER RECONNECT SANITARY SEWER CLEAN-OUT 26 LF 4" GRAVITY SANITARY SEWER SANITARY SEWER CLEAN-OUT MANHOLE UTILITY ABANDON 2-REMOVE SANITARY CLEAN-OUT ABANDON 57 LF 6" UTILITY PIPE ABANDON 29 LF 6" UTILITY PIPE 87 LF 6" GRAVITY SANITARY SEWER 2-SANITARY SEWER CLEAN-OUT 229 LF WATER SERVICE LINE 22 LF WATER SERVICE LINE 20 LF WATER SERVICE LINE 114 LF WATER SERVICE LINE LINE WATER SERVICE 7 LF 1" COPPER 1" COPPER SERVICE 9 LF 2" WATER SERVICE LINE 28 LF WATER SERVICE LINE 156 LF WATER SERVICE LINE 1" COPPER SERVICE 192 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\Abandon\BA\U-4714BA_UC_UC28.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A 670670675 675 675 675675675675675675675675680680680680680 680680680680680680680 680 6806806 8 0 680680680680 680 680680 680 680 680 680680680680680680680680685685 685685 685 685685685685685685 685685685685 685 6856856856856 8 5 685685685 685 1 5 " RCP1 5 " RCPBST 15" RCP12" RCP15" RCP 15" CMP 15" RCP 15" CMP 18" RCP15" CMP 688 382 390 G CONC MTL POSTS WD ARBOR10' SOIL10' GR10' GR1SBKD CONC CONC Svv2SBKD DK CONCCONCCONCCONCCONC CONC WELL (ABAND)GATEGATECONCGR 5S ELEC5S ELEC 5S ELECCONC CONC CONC 1SFD GGR 12' GRBST BST W CONC S S GR 1SBKD CONC S48" CHL S CONC G 1SROCKD ROCK CONC ROCK WGR GR 10' GR & SOILPLAYGROUND SOIL POST 48" WD POSTS 48" WD POST GR MTL POST CONC 687 379 685 381 384 385 686 680 386 389 678 RADIO DR 20' BSTGARMON RD 36.5' BSTSR 1009 OLD MONROE RD 37' BST GARMON RD 16' BSTSR 1371 SOUTHFORK RD 20' BST3' 1SW3' 1 SWMON MON EIP EIP(BENT) MON MON MON MON S 29°40'15" W783.86'S 17°20'25" W204.17'S 80°31'23" E 307.61'2.04'N 15°56'05" E577.69'N 41°44'15" E380.68'N 41°44'15" E379.17'S 71°02'06" E 116.27'S 48°24'50" W818.12'EXISTING R/W EXISTING R/WEXISTING R/WEXISTING R/W8.30'+43.4737.15'+86.0849.16'+82.2855.82'+72.4433.68'+48.88 LOT 1 BILLIE P CROWELL CREEKSIDE BIBLE CHURCH WAXHAW VENTURES LLC NO INFO FOUND KENNETH GANTZ SALLY H JOHNSON ROBERT E JOHNSON JERRY B HUNEYCUTT LOT 3 LOT 4 RAY BERNARD KILLOUGH NO DESCRIPTION FOUND REFERENCE MADE TO THIS DEED BUT RALPH KILLOUGH BRIAN NEAL WINDHAM DENISE KILLOUGH WINDHAM RAY B KILLOUGH HOLDING CO, LLC KILLOUGH-ROHLEDER PB 4 PG 149 DB N/F PG N/F DB 5106 PG 656 DB 5106 PG 659 DB 5572 PG 280 DB 6874 PG 706 PB B PG 158-B DB 1105 PG 848 PB B PG 158-B PB B PG 158-B DB 4031 PG 737 DB N/F PG N/F AKN HOLDINGS LLC LOT 2 DB 3646 PG 330 RAY B KILLOUGH DB 5106 PG 656 EOIHHEOI TS SEPTIC SEPTIC HH T HH EOI EOI48 FO 144 FO 144 FO 6" PLASTIC 25 PR144 FO 144 FO HHCONTERA HH MCNC HH CONTERA HHMCNC F F F F85 909581 91 92 93 94 95 90 96 97 98 99 100 PROP 2'-6" C&G 50'RPROP 5' SIDEWALK -Y11- POT STA. 10+50.00 BEGIN CONSTRUCTION -LBA- -LBA- POT STA. 17+74.95 -L- POT STA. 85+85.86= BEGIN FUTURE TIP PROJECT U-4714BB END TIP PROJECT U-4714BA O PP15" RCP-III 30" RCP-III 15" RCP-III REMOVE REMOVE REMOVE REMOVE 15" RCP-IV 15" RCP-III 15" RCP-III 24" RCP-III 15" RCP-IV 15" RCP-IV 24" RCP-IV 1040 1032 1039 1031 1037 1030 1038 1036 1034 1028 1029 1035 1033 1015 1012 1010 1013 1027 1011 1009 1014 1026 1008 1007 1025 1006 1023 1024 1003 1000 1002 1004 1005 1001 1017 1019 1018 1016 1022 1041 1042 MATCHLINE - SEE SHEET UC-29MATCHLINE - SEE SHEET UC-27PROPOSED UTILITY NOTES SEE SHEET UC-10 FOR CORRESPONDING UC-28 FES FES FES FES FES FES FES 18" CMP 12" CMP80.00'60.00' INV=677.1 TOP=681.6 INV=685.2 TOP=688.5 INV=685.0 TOP=688.2 INV=678.8 TOP=681.8 INV=681.6 TOP=686.5 INV=683.1 TOP=685.4 INV=683.9 TOP=687.6INV=684.2 TOP=688.0 INV=673.8 15" RCP-IV 15" RCP-IV 15" RCP-IV RCP-III30"RCP-III30" 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV 15" RCP-IV DI DI DI DI DI DI DI CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB CB RCP-IV 15" REMOVE REMOVE CB INV=679.9 TOP=682.9 INV=685.3 TOP=687.6 INV=677.5 TOP=680.5 INV=676.0 TOP=681.6 INV=676.3 TOP=678.6 INV=679.3 TOP=682.3 INV=678.7 TOP=681.7 INV=676.8 TOP=681.6 INV=676.9 TOP=682.3 INV=674.1 TOP=684.1 INV=681.0 TOP=684.0 INV=677.8 TOP=682.1REMOVE18" RCP-III REMOVE INV=678.8 (G.T.D) INV=679.0 CB CB CB CB INV=678.6 TOP=683.3 INV=677.0 TOP=682.2 15" RCP-IV CB INV=678.6 TOP=680.9 15" RCP-IV 15" RCP-IV INV=678.9 24" RCP-III DI INV=677.1 TOP=680.6 CB INV=683.5 TOP=687.4 DI 15" RCP-IV INV=680.0 TOP=683.0 INV=679.5 TOP=682.7 DI INV=678.9 TOP=682.2 DI 15" RCP-IV PLUG & FILL INV=678.6 TOP=680.9 INV=685.7 TOP=689.5 INV=679.1 TOP=684.6 INV=681.7 TOP=684.7 INV=681.0 TOP=684.9 INV=677.3 TOP=680.4 INV=677.0 TOP=680.7 INV=678.1 TOP=680.4 INV=676.2 TOP=680.0 18" RCP-IV 18" RCP-IV RCP-IV18" 24" RCP-IV 24" RCP-IV 24" RCP-IV 24" RCP-IV 30" RCP-IV 30" RCP-IV 30" RCP-IV21 S.Y. GEOTEXTILE EST. 8 TONS CL-B RIP RAP 14 S.Y. GEOTEXTILE EST. 5 TONS CL-B RIP RAP 8" PVC8 " PVC8 " PVC-10.23 86+92.59 L STATION Elv. 680.89 TH 29 0.4894+17.52L STATIONElv. 678.40TH 30 8" AC 8" AC6" PVC6" PVC6" PVC12" DIPNAD 8 3/ NA 2 0 1 1 GVGV GVG VREMOVE FIRE HYDRANT 3258 LF TOTAL ABANDON 1165 LF 6" UTILITY PIPE ABANDON UTILITY MANHOLEUTILITY PIPE ABANDON 171 LF 8" 401 LF TOTAL ABANDON UTILITY MANHOLE UTILITY PIPE ABANDON 72 LF 8" ABANDON 15 LF 8" UTILITY PIPE ABANDON 67 LF 8" UTILITY PIPE ABANDON 231 LF 12" UTILITY PIPE ABANDON 218 LF 8" UTILITY PIPE REMOVE VALVE BOX CLOSE VALVE ABANDON UTILITY MANHOLE ABANDON 33 LF 8" UTILITY PIPE ABANDON 65 LF 8" UTILITY PIPE TO FIELD LOCATE APPROX. LOCATION. CONTRACTOR ABANDON UTILITY MANHOLE ABANDON UTILITY MANHOLE TO FIELD LOCATE APPROX. LOCATION. CONTRACTOR FIELD LOCATE APPROX. LENGTH. CONTRACTOR TO FIELD LOCATE APPROX. LENGTH. CONTRACTOR TO FIELD LOCATE APPROX. LENGTH. CONTRACTOR TO ABANDON 392 LF 8" UTILITY PIPE 2682 LF TOTAL 193 7057057107107107 1 0 7107107107157157157157157157157 1 5 7157157157157157157157 1 5 715720720720720720720720720 72 0 720720720720720720725730740745750755760765770 72" CONC 60" CONC 15" RCP 15" RCP 15" RCP 15" RCP 15" RCP 18" RCP15" CMP 18" RCP18" RCP18" RCP353 349 347 MTL STORAGE BUSMTL STORAGE BUS60" CONC72" CHL & 3SBW8' CHL & 3SBWGATEGATEWATER TANK1SBK&STUCCOBUSDIHTRGR 48"CHL48"CHLGR 30" C&G30" C&G 3 0 " C&G 30" C&G18" C&G18" C&G 60" CONC 60" CONCS S 1SMTLBUS GR 1SBLKBUS 1SBLKBUS 72" CHL84" CHL 1SBW84" CHL 1SBW60" CHL PA-ASPH 1SBKBUS 1SMTLBUS CONC CONC 72" WDCONC CONCCONC 84" CHL 1SBWASPH CONC CONC GR ASPH SS SS PA-ASPH PA-ASPH GR 30" C&G 24" C&G24" C&GPA-ASPH 60" CONC1SBKBUS S S CONC 84" CHL 1SBW1SBLKBUS1SMTLBUS1SMTLBUS1SMTLBUS72" MTLASPH PA-ASPH PA-ASPH ASPH 18" C&G18" C&GASPH ASPH ASPH ASPH 24" CONC BARRIER WALLS S 84" CONC WALL 72" CHL 3SBW36" WD WALL335338358359339 355 354 352 341 344 345 350 34828' BST21' BST26.5' BST19' BST49' BST19' BST22' BST21.5' BSTWAXHAW-INDIAN TRAIL RD VARIABLE 34' BST S EIPEIP EIPJHW ACQUISITIONS, LLCTRACT TWODB 6476 PG 764N 48°22'46" EN 49°33'51" W144.26'S 49°11'47" W523.91'N 66°42'28" W150.00'N 66°42'28" W175.00'N 66°42'28" W203.28'S 49°33'33" E201.01'S 36°53'02" W264.76'S 49°33'53" E203.71'N 49°34'02" W42.84'S 68°54'28" E204.15'N 25°10'27" E114.91'S 68°54'28" E175.27'S 25°10'27" W114.91'N 68°54'28" W175.27'N 66°44'58" W27.06'N 69°41'43" W178.06'S 23°27'02" W34.84'S 23°53'52" W220.08'S 72°20'03" E175.96'S 60°47'01" E310.50'N 60°47'01" W281.00'N 30°13'17" E299.80'N 52°36'02" W46.57'S 88°18'39" W50.21'N 60°47'01" W148.97'N 60°47'01" W118.60'N 23°11'19" E15.61'S 24°38'01" W140.85'N 61°02'51" W281.08'N 61°01'25" W328.37'N 48°18'09" W108.52'S 48°28'10" E168.90'N 40°57'57" E25.65'N 46°40'14" W150.00'N 46°39'59" W145.84'N 46°32'32" W143.74'EXISTING R/WEXISTING R/WN 75°04'03" W180.05'31.47'+57.2138.91'+92.2030.84'+24.2321.72'+54.71PUBLIC WORKSUNION COUNTYTWO COUSINS PROPERTIES, LLCOH SEON PARK AND MEE AE PARK TAE KYU PARK AND SPOUSE JDH MANAGEMENT, LLC CUBE HHF LIMITED PARTNERSHIP TRACT 1 ALPHA OMEGA LAND DEVELOPMENT INC PLAZA LLC INDIAN TRAIL ALPHA OMEGA LAND DEVELOPMENT INC PAMELA G RADESKY MICHAEL O RADESKY AND WIFE ROBIN S MULLIS ROBERT CHARLES MULLIS PAMELA G RADESKY MICHAEL O RADESKY AND WIFE DAVID WINDELL CUNNINGHAM DB 5260 PG 305DB N/F PG N/FDB 4362 PG 003DB 4373 PG 786 DB 5260 PG 305 DB 4373 PG 786 DB 5161 PG 339 DB 5161 PG 339 DB 1198 PG 740 DB 6554 PG 347 SOUTHERN EQUIPMENT COMPANY INC DB 4467 PG 487 PB D PG 893 DB 6662 PG 672 DB 6216 PG 151 DB 6148 PG 251 PUBLIC WORKSUNION COUNTYDB N/F PG N/FHHHH TTHH EOI EOI 96 FO 432 FO432 FO 48 FO 2" PLASTIC2" PLASTIC 6" MDPE 6" MDPE 25 PR100 PR 900 PR432 FO432 FO144 FO72 FO 96 FO2" PLASTIC2" PLASTIC48 FO LP LP HHMCI/VERIZON HHMCI/VERIZON HHATT LINE INSTALL UG AT&T TO HHCONTERA F C F C F F F F F F F F 20195 196 200 201 199 198 194194 70 MATCH EXISTING PROP 2'-6" C&G PROP 2'-6" C&G 20'R20'R20'R20'R-Y10- POT STA. 22+40.00 END GRADE -Y10- POT STA. 22+95.00 END CONSTRUCTION DO NOT DISTURB SIGN REMOVE REMOVE 15" RCP-IV 2006 2005 2004 2002 2003 U-4714B RTK 0 50 100 SCALE 1" = 50' 150 200 DOCUMENT NOT CONSIDERED FINAL UNLESS ALL SIGNATURES COMPLETED TK TK 1/21/2026I:\Projects\4019628\4019628_0001\90_CAD Models and Sheets\04_CU_Utilities\Sheets\Abandon\BA\U-4714BA_UC_UC38.dgnKrantzRTUTILITIES ENGINEERING SEC. FAX:(919)250-4151 PHONE:(919)707-6690 PLANS ONLY UTILITY CONSTRUCTION TRANSPORTATION DEPARTMENT OF NORTH CAROLINA REVISED: APPROVED BY: CHECKED BY: DRAWN BY: DESIGNED BY: PROJECT REFERENCE NO.SHEET NO. UTILITY CONSTRUCTION NC License Number F-0991 Charlotte, NC 28203 2151 Hawkins Street, Suite 1400 STV Engineers, Inc. 057622 SEAL RO B ERT T. KRANTZE NGINEERPROFESSION A LNORTH CAR O LIN A UC-38 MATCHLINE - SEE SHEET UC-26PROPOSED UTILITY NOTES SEE SHEET UC-20 FOR CORRESPONDING 18" CMP TOP=710.66' TOP=710.71' OTCBFESTOP=719.35'SS60.00'RETAIN INV=707.0 TOP=708.5 INV=712.8 TOP=715.8 INV=709.4 TOP=712.2 15" RCP-IV 15" RCP-IV 18" RCP-IV DI CB CB RETAINRETAINRETAIN RETAIN RETAIN 2GI INV=708.3 TOP=711.5 INV=713.8 TOP=716.0 -27.3422+24.58Y10 STATIONElv. 707.85TH 59BFP 8" AC 8" AC VAULT NAD 83/ NA 2011 GVPFH GVGVBO GVGVGV GVGV RWM PWMRRPZ RWM RWMRWM REMOVE FIRE HYDRANT ADJUSTMENT OF MANHOLE ABANDON 330 LF 8" UTILITY PIPEABANDON 525 LF 6" UTILITY PIPE ABANDON 54 LF 8" UTILITY PIPE42 LF 4" GRAVITY SANITARY SEWERSANITARY SEWER CLEAN-OUTABANDON 55 LF 2" UTILITY PIPE95 LF WATER SERVICE LINE5 LF WATER SERVICE LINE 10 LF WATER SERVICE LINE 71 LF WATER SERVICE LINE 77 LF WATER SERVICE LINE 65 LF WATER SERVICE LINE176 LF 2" WATER SERVICE LINE4 LF WATER SERVICE LINELINE 93 LF 2" COPPER WATER SERVICE 194 North Carolina Department of Transportation Preliminary Estimate Utility Construction Cost Estimate - 90% County: Union Route: U-4714BA CONSTR. COST From:$9,226,200 Requested By: NCDOT Prepared By: STV Date: 2/12/2026 Total Item Type Section No. Description Union County Betterment NCDOT Quantity Units Amount 5325200000-E U 1510 2" WATER LINE 26 446 472 LF 23,600.00$ 5325800000-E U 1510 8" WATER LINE 236 4,584 4,820 LF 747,100.00$ 5326600000-E U 1510 16" WATER LINE 8,707.0 0 8,707 LF 1,915,540.00$ 5329000000-E U 1510 DUCTILE IRON WATER PIPE FITTINGS 28830 15,755 44,585 LB 891,700.00$ 5536000000-E U 1515 2" VALVE 3 5 8 EA 18,400.00$ 5546000000-E U 1515 8" VALVE 1 16 17 EA 81,600.00$ 5558600000-E U 1515 16" VALVE 14.0 0 14 EA 129,500.00$ 5606000000-E U 1515 2" BLOW OFF 3 2 5 EA 25,000.00$ 5666000000-N U 1515 FIRE HYDRANT 1 18 19 EA 138,700.00$ 5673000000-E U 1515 FIRE HYDRANT LEG 8 285 293 LF 52,740.00$ 5835700000-E U 1540 16" ENCASEMENT PIPE 125 684 809 LF 299,330.00$ 5836000000-E U 1540 24" ENCASEMENT PIPE 494 0 494 LF 222,300.00$ 5872500000-E U 1550 BORE AND JACK OF 24" 160 0 160 LF 208,000.00$ 5872500000-E U 1550 BORE AND JACK OF 16" 65 227 292 LF 182,500.00$ Union County Construction Cost ………….. ………….. 3,213,000.00$ Quantity U-4714BA UC AGREEMNET EXBIBIT B 195 U-4714BA OLD MONROE ROAD 1 NCDOT TIP Project: U-4714BA Project Special Provisions SR 1009 (Old Monroe Road) from West of Morningside Meadow Lane to East of SR 1377 (Wesley Chapel-Stouts Rd) Utility Construction Feb. 24, 2026 Prepared by: Robert T. Krantz, PE STV Engineers, Inc. 2151 Hawkins Street, Suite 1400 Charlotte, NC 28203 Signature and seal of professional engineer that prepared these special provisions 196 U-4714BA OLD MONROE ROAD 2 PROJECT SPECIAL PROVISIONS UTILITY CONSTRUCTION Revise the 2024 Standard Specifications as follows: Page 15-1, Sub-article 1500-2 Cooperation with the Utility Owner, paragraph 2: Add the following sentences: The utility owner is Union County and the utilities are maintained by Union County Water. The contact person for Union County Water is Thomas Mann, PE; and he can be reached by phone at (704) 292-2560 or by email at thomas.mann@unioncountync.gov. The contractor is required to contact Thomas Mann at least two (2) weeks prior to the commencement of any water and/or sewer construction. Prior to water and/or sewer construction, the contractor must submit to Thomas Mann of Union County Water, the proposed utility material submittals and shop drawings, as applicable for Union County review and obtain Union County approval of utility material submittals and shop drawings. The contractor shall keep Union County’s appointed representative informed of the work progress and provide opportunity for inspection of construction and testing. The contractor shall maintain water and sewer service to existing customers during construction, minimize the duration of any service disruption, and notify the Union County representative at least 72 hours in advance of any scheduled service disruption. Testing, inspection, and acceptance of water and sewer utility shall be in accordance with NCDEQ and Union County requirements. Contractor shall coordinate with Union County to ensure all testing, inspection, and documentation requirements are met. Unless otherwise indicated in these special provisions, all materials and requirements for proposed water and sewer lines shall at a minimum meet the standards and requirements outlined in the Union County Standard Specifications dated October 10, 2024 and Details dated September 13, 2024 (applicable details included in the plans). Any requirements not covered in the Union County standards shall meet the requirements of the 2024 NCDOT Standard Specifications. Twelve Month Guarantee: (A) The Contractor shall guarantee materials and workmanship against latent and patent defects arising from faulty materials, faulty workmanship or negligence for a period of twelve months following the date of final acceptance of the work for maintenance and shall replace such defective materials and workmanship without cost to the Department or Union County. The Contractor will not be responsible for damage due to faulty design, normal wear and tear, for negligence on the part of the Department or Union County, and/or for use in excess of the design. 197 U-4714BA OLD MONROE ROAD 3 (B) Where items of equipment or material carry a manufacturer’s guarantee for any period in excess of twelve months, then the manufacturer’s guarantee shall apply for that particular piece of equipment or material. Union County’s first remedy shall be through the manufacturer although the Contractor is responsible for invoking the warranted repair work with the manufacturer. The Contractor’s responsibility shall be limited to the term of the manufacturer’s guarantee. Union County would be afforded the same warranty as provided by the Manufacturer. This guarantee provision shall be invoked only for major components of work in which the Contractor would be wholly responsible for under the terms of the contract. Examples would include water and sewer pipe, valves, blow off assemblies, fire hydrants, and manholes. This provision will not be used as a mechanism to force the Contractor to return to the project to make repairs or perform additional work for which the Department or Union County would normally compensate the Contractor. In addition, routine maintenance activities (i.e. mowing grass, debris removal, ruts in earth shoulders,) are not parts of this guarantee. Appropriate provisions of the payment and/or performance bonds shall cover this guarantee for the project. Payment: No direct payment will be made for utility construction work required by the preceding provisions, which are general requirements applying to utility construction, and all the requirements stated will be considered incidental work, paid at the contract unit prices of the various utility items included in this contract. Measurement and payment for work will be in accordance with the NCDOT Standard Specifications for Roads and Structures, January 2024. Page 15-5, Sub-article 1510-2 Materials, paragraph 1: Add the following sentences: Water line pipe from 6” through 12” diameter shall be Pressure Class 350 ductile iron pipe. 16” water line pipe shall be Pressure Class 250 ductile iron pipe. Follow Union County specifications and NCDOT Section 1036. In addition to allowable restraining systems for restrained-joint ductile iron pipe as provided in the Union County specifications, field- locking gaskets are allowable as a restraining device. All 2” water line pipe shall be PVC 1120 SDR 21 in accordance with ASTM-D2241. Fittings for 2” PVC pipe shall be push-on joint PVC or threaded malleable iron. All water service line ¾” thru 2” shall be Type “K” copper tubing with compression fittings. Splicing of copper service line of runs less than 100 feet will not be allowed. Provide and install a continuous segment of copper water service line between the corporation stop and water meter. 198 U-4714BA OLD MONROE ROAD 4 Ductile iron fittings shall have a cement mortar lining, and seal coated in accordance with ANSI/AWWA A21.4/C104. Page 15-7, Sub-article 1510-3 Construction Methods, line 16: Add the following sentences: Samples for bacteriological testing will be collected by Union County personnel and tested at a laboratory under contract by Union County. Samples will typically be collected only on Wednesday mornings. Requests for sample collection must be made at least 48 hours in advance of the sample collection. Sample results will be available no sooner than 24 hours after the samples are delivered to the lab. There will be no cost to Contractor for sample testing for the first sample collected for each water line segment to be tested. Contractor will be responsible for costs related to re-testing for failing bacteriological samples at the prevailing rates of the testing laboratory. Price is subject to change. Union County will not accept test results from outside testing labs. Page 15-9, Sub-article 1515-3 Construction Methods, line 14: Add the following sentences: Elevations of fire hydrants above finished grade to be within manufacturer’s recommendation. Elevations of fire hydrants to be determined by Contractor. No separate payment will be made for fire hydrant extensions. The cost of fire hydrant extensions is to be included in the unit price for fire hydrants. Page 15-9, Sub-article 1515-3 Construction Methods, line 30: Add the following sentences: 2” blow offs include MJ plug to match the diameter of the water pipe as required, 2” brass nipple, 2” brass pipe, 2” 90-degree bend, 2” coupling, 2” gate valve when required, valve box, concrete ring, and thrust blocking or restraint as required. Page 15-11, Sub-article 1520-2 Materials, paragraph 1: Add the following sentences: Gravity sewer pipe shall be SDR 26 PVC pipe or Pressure Class 350 ductile iron pipe. Pressure Class 350 ductile iron pipe shall be furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104. All sewer lateral pipe shall be smooth-walled Schedule 40 PVC pipe in accordance with ASTMD1784, or Pressure Class 350 ductile iron pipe furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104 when ferrous pipe is required due to proximity to other utilities. 199 U-4714BA OLD MONROE ROAD 5 SP-1 RELOCATE SEWER LATERAL CLEAN OUT TO NEW RIGHT-OF-WAY Description: Locate and remove existing sewer clean out and lateral pipe and install new clean out and lateral pipe. Materials: Refer to Division 10 and Union County Specifications. Item Section Sanitary Sewer Pipe and Fittings 1034 Use any pipe specified under Section 1034 except where a particular type of pipe is specified in the plans or required by environmental regulations or Departmental or Union County policy. Verify the pipe is appropriate for the test pressure of the system and the external loading. For sewer services and laterals, use Schedule 40 PVC pipe or Pressure Class 350 ductile iron pipe furnished with ceramic epoxy lining, Tnemec 431 or equal, and seal coating in accordance with ANSI/AWWA A21.4/C104. Construction Methods: Locate existing sewer clean out at old roadway right-of-way line. Contact North Carolina 811 as needed to locate the existing sewer service line. Coordinate with sewer customer as needed to minimize disruption to service. Apply Section 1505 for excavation, trenching, pipe laying and backfill to sanitary sewer installation. Perform all excavation to uncover existing clean out, wye, and sewer lateral. Saw- cut and remove wye and vertical clean out pipe. Remove existing lateral pipe between the existing clean out and proposed clean out at the right-of-way or easement line shown in the plans. Install 4-inch minimum diameter sanitary sewer clean-out flush with finished grade on 4-inch and 6-inch service lines. Provide clean-outs at the right-of-way line and at changes in direction. Do not locate clean-outs within the roadway pavement or shoulders. Provide clean- outs no more than 50 feet apart when beyond the roadway shoulders. Provide and install Pressure Class 350 ductile iron pipe furnished with ceramic epoxy lining, Tnemec 431 or 200 U-4714BA OLD MONROE ROAD 6 equal, and seal coating in accordance with ANSI/AWWA A21.4/C104 when required due to proximity to other utilities. Assemble pipe in accordance with the recommendations of the manufacturer. Connect pipe to the saw-cut end of the existing lateral pipe and extend new lateral pipe to the new clean out location. Extend new pipe at the same slope as the existing sewer lateral pipe on the “sewer side” of the saw-cut. Differences in the elevations between the new lateral pipe and the existing private sewer lateral pipe at the right-of-way should be made up in the vertical clean out pipe using combination wyes as needed. Connect the existing sewer lateral pipe at the right-of-way to the new clean out. Provide sleeves or couplings as needed. Measurement and Payment: Relocate Sewer Lateral Clean Out to New Right-of-Way will be paid as the actual number of sewer clean outs relocated to the new right-of-way line, complete in place. Materials used for clean outs and extension of sewer service lines for which there is a pay item will be paid under the specific pay item, including Sanitary Sewer Clean-Out and Sewer Service Line. No extra payment will be made for work included in other pay items. No separate payment will be made for explorations, PVC fittings, adapters, couplings, or construction equipment. 201 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-282 Agenda Date:5/18/2026 TITLE:..title Contract - Aeration Tank Cleaning INFORMATION CONTACT: Christopher Clark, PE, Union County Water, Water and Wastewater Operations Director, 704-296- 4215 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None BACKGROUND: Union County Water owns and operates five Water Reclamation Facilities. As part of routine operations and maintenance of the facility, aeration tanks are put into and taken out of service for inspection, maintenance and operation. Over time debris such as rags, grit, sludge and other debris build up in the tanks and must be removed and disposed of offsite. The Procurement Department partnered with Union County Water to issue Request for Proposals #2026-044 Aeration Tank Cleaning. On March 17, 2026, five proposals were received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. As a result, the team requests approval to enter into a contract with the top scoring/ranked preferred offeror, Wind River Environmental, LLC, to provide Aeration Tank Cleaning services. This contract has a term of one year. FINANCIAL IMPACT: The anticipated cost for this service is $250,000. Sufficient funds were allocated in the FY26 Budget to cover costs associated with this agreement. Union County, NC Printed on 5/4/2026Page 1 of 1 powered by Legistar™202 Simple Services (Updated 07.29.24) 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and WIND RIVER ENVIRONMENTAL, LLC, a Delaware corporation registered to do business in North Carolina, whose address is 131 Mariposa Road, Stanley, NC 28164, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Union desires that Contractor perform certain aeration basin cleaning services; and WHEREAS, Contractor is willing to perform such services as described in this Agreement. NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set forth, the parties hereto do each contract and agree with the other as follows: 1. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in the attached Request for Proposals No. 2026-044, “Aeration Tank Cleaning,” as modified by Addendum No. 1 dated February 2, 2026, Addendum No. 2 dated February 26, 2026, and Addendum No. 3 dated February 27, 2026 which are incorporated herein by reference (hereinafter the “Services”), in accordance with the terms of this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor in accordance with the attached “Appendix A – Price Form” for performance of the Services. Contractor shall invoice Union on a monthly basis for Services performed, or upon such other schedule as may be agreed upon by the parties. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Division. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of one (1) year. Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall be paid for services performed to the date of notification of termination by Union. 4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 203 Simple Services (Updated 07.29.24) 2 6. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 7. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has complied with all federal, state and local laws regarding the location and operation of Contractor’s business and regarding business permits, certificates, and licenses that may be required to carry out the work to be performed under this Agreement. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 204 Simple Services (Updated 07.29.24) 3 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed and enforced in accordance with the laws of the State of North Carolina. The parties to this Agreement confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of Union County, North Carolina. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party further warrants that the execution, delivery and performance by it of the Agreement has been duly authorized and approved by all requisite action of the party’s management and appropriate governing body. 20. E-VERIFY. E-Verify is the federal program operated by the United States Department of Homeland Security and other federal agencies, or any successor or equivalent program, used to verify the work authorization of newly hired employees pursuant to federal law. Contractor shall ensure that Contractor and any subcontractor performing work under this Agreement: (i) uses E-Verify if required to do so by North Carolina law; and (ii) otherwise complies with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. [Signatures follow on the next page.] 205 Simple Services (Updated 07.29.24) 4 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY By: (SEAL) Brian W. Matthews, County Manager WIND RIVER ENVIRONMENTAL, LLC By: (SEAL) This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Approved as to Legal Form CGR Deputy Finance Officer 206 Simple Services (Updated 07.29.24) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. 207 Simple Services (Updated 07.29.24) 6 C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Water Contract #: 10293 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 208 March 17, 2026 11:00 AM EST Electronic Submission (Refer to Section 2) Union County Procurement and Contract Management Department (Note: Follow the submittal instructions in Section 2.2 to electronically upload a proposal package.) Request for Proposals No. 2026-044 Aeration Tank Cleaning Due Date: Time: Receipt Location: Non-Mandatory Pre-Proposal Conference and Site Visit. February 18, 2026. For the time and location, Refer to page 3 for details. Procurement Contact: Juan Rodriguez-Cruz Procurement Specialist 704.283.3519 Juan.Rodriguez-Cruz@unioncountync.gov 209 1 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 1 NOTICE OF ADVERTISEMENT .................................................................................... 3 2 SUBMITTAL DETAILS ................................................................................................... 5 2.1 PROPOSAL SUBMISSION DEADLINE AND DELIVERY ADDRESS ............ 5 2.2 PROPOSAL SUBMISSION REQUIREMENTS ...................................................... 5 2.3 PRE-PROPOSAL CONFERENCE AND SITE VISIT .......................................................................... 5 2.4 PROPOSAL QUESTIONS ............................................................................................. 5 2.5 PROPOSAL ADDENDUM ............................................................................................ 6 2.6 COMMUNICATION ....................................................................................................... 6 3 PURPOSE ......................................................................................................................... 6 3.1 COUNTY................................................................................................................................. 6 3.2 INTRODUCTION ...................................................................................................................... 6 4 SCOPE OF SERVICES .................................................................................................... 6 4.1 SCOPE OF WORK SUMMARY .................................................................................................. 6 4.2 SAFETY .................................................................................................................................. 8 4.3 SPECIAL REQUIREMENTS ........................................................................................................ 8 5 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS ........................... 9 5.1 TERMS OF SUBMISSION ............................................................................................ 9 5.2 DUPLICATE PROPOSALS .......................................................................................... 9 5.3 PROPOSAL FORMAT ................................................................................................. 10 5.3.1 SECTION A – COVER LETTER ............................................................................................................. 11 5.3.2 SECTION B – COMPANY BACKGROUND AND EXPERIENCE .................................................. 11 5.3.3 SECTION C – PROJECT TEAM ..................................................................................................................... 11 5.3.4 SECTION D - METHODOLOGY AND IMPLEMETATION PLAN ................................................................ 12 5.3.5 SECTION F – REFERENCES ................................................................................................................. 12 5.3.6 SECTION G – PRICE FORM................................................................................................................... 12 5.3.7 SECTION H – REQUIRED FORMS ...................................................................................................... 12 6 EVALUATION CRITERIA AND SELECTION PROCESS ........................................... 13 6.1 SELECTION PARTICIPANTS .................................................................................. 13 6.2 FINANCIAL INFORMATION ................................................................................... 13 6.3 EVALUATION SELECTION PROCESS ................................................................ 13 6.4 AWARD PROCEDURE ............................................................................................... 14 6.5 CONFLICT CERTIFICATION ................................................................................. 15 7 GENERAL CONDITIONS AND REQUIREMENTS ...................................................... 15 7.1 TERMS AND CONDITIONS ...................................................................................... 15 7.2 CONTRACTUAL OBLIGATIONS ........................................................................... 16 7.3 SUB-CONTRACTOR/PARTNER DISCLOSURE ................................................ 16 7.4 EXCEPTION TO THE PROPOSAL ......................................................................... 16 7.5 MODIFICATION OR WITHDRAWAL OF PROPOSAL ................................... 16 7.6 EQUAL EMPLOYMENT OPPORTUNITY ........................................................... 16 7.7 MINORITY BUSINESSES OR DISADVANTAGED BUSINESSES ................ 16 7.8 LICENSES ....................................................................................................................... 17 7.9 E-VERIFY........................................................................................................................ 17 210 2 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 7.10 DRUG-FREE WORKPLACE ..................................................................................... 17 7.11 INSURANCE ................................................................................................................... 17 7.12 INDEMNIFICATION ................................................................................................... 20 8 APPENDIX A – PRICE FORM ...................................................................................... 21 9 APPENDIX B – PROPOSAL SUBMISSION .................................................................. 22 10 APPENDIX C – ADDENDUM AND ANTI-COLLUSION .............................................. 23 11 APPENDIX D – AERATION TANK DRAWINGS ......................................................... 24 12 APPENDIX E – SAMPLE VENDOR PAYMENT NOTIFICATION .............................. 25 13 APPENDIX F – TEMPLATE CONTRACT .................................................................... 26 14 APPENDIX G – STORMWATER MAP ......................................................................... 27 211 3 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 1 NOTICE OF ADVERTISEMENT Union County, North Carolina Request for Proposals No. 2026-044 Aeration Tank Cleaning Electronic proposals will be received by the Union County’s Procurement Department via electronic portal only, until 11:00 AM EST on March 17, 2026. Late submittals will not be accepted. Union County, North Carolina, through Union County Water, is soliciting proposals from experienced and qualified firms to provide Aeration Tank Cleaning Services. Copies of the solicitation may be obtained from the locations listed below: 1. Download the Proposal Documents from the Union County website: https://www.unioncountync.gov/departments/bids-procurement/current-bids 2. Download the Solicitation Documents from the State of North Carolina Electronic Vendor Portal: https://evp.nc.gov (Search County of Union – Filter Solicitation Status Open). A Non-Mandatory Pre-proposal and Site Visit Meeting: This is a non-mandatory meeting that will take place on February 18, 2026 at 10:00 AM at the Twelve Mile Creek WRF, 8299 Kensington Dr. Waxhaw NC 28173. Representatives from Union County Water will be on-hand to give a brief overview of the project and to answer questions. Attendance at this meeting is strongly encouraged. All questions about the meaning or intent of the Proposal Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Juan.Rodriguez-Cruz@unioncountync.gov). The deadline for questions is on February 25, at 5:00 PM EST. Union County reserves the right to reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest. Union County reserves the right to award to multiple vendors. Offerors are required to comply with the non-collusion requirements set forth in the Solicitation Documents. Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses. 212 4 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 213 5 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 2 SUBMITTAL DETAILS 2.1 PROPOSAL SUBMISSION DEADLINE AND DELIVERY ADDRESS All Proposal Submittals are to be received by the Union County Procurement Department no later than 11:00 AM EST on March 17, 2026, per the instructions below. Any submittals received after this date and time shall be rejected without exception. 2.2 PROPOSAL SUBMISSION REQUIREMENTS The proposal must be submitted electronically using the following link: https://lfportal.unioncountync.gov/Forms/procurementsubmit. Select the Solicitation drop down arrow and choose this RFP from the list. Complete the form, upload your proposal, and select submit. An email will be sent to the address listed on the form as your confirmation of receipt. The proposal package must be signed by a person who is authorized to bind the proposing Company. Instructions for preparing the proposal are provided herein. Paper submissions will not be accepted. Submissions e-mailed directly to the Procurement Contact will not be accepted. There is no expressed or implied obligation for Union County to reimburse Offerors for any expenses incurred in preparing proposals in response to this request. Union County reserves the right to: • Reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest; • Cancel this solicitation; and • Award to multiple vendors. 2.3 PRE-PROPOSAL CONFERENCE AND SITE VISIT A Non-Mandatory Pre-Proposal Conference will be held on February 18, at 10:00 AM at the Twelve Mile Creek WRF, 8299 Kensington Dr. Waxhaw NC 28173. Union County Water staff and a Union County Procurement representative will be present to give a brief overview of the project and give access to the facility. 2.4 PROPOSAL QUESTIONS Proposal questions will be due on or before February 25, 2026 at 5:00 PM EST. The primary purpose is to provide participating Offerors with the opportunity to ask questions, in writing, related to the RFP. Submit questions in a Word Document or in the body of an email and send to Juan Rodriguez-Cruz Juan.Rodriguez-Cruz@unioncountync.gov by the deadline shown above. The email subject line should identify the proposal number and project title. All questions and answers may be posted as addenda on www.unioncountync.gov and/or https://evp.nc.gov 214 6 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 2.5 PROPOSAL ADDENDUM Union County may modify the RFP prior to the date fixed for submission of proposals by the issuance of an addendum. Should an Offeror find discrepancies or omissions in this RFP or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above. Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged by the Offeror on Appendix C – Addendum and Anti-Collusion form. 2.6 COMMUNICATION All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to this Request for Proposals must be made only through the Procurement Contact noted on the cover of this RFP. A violation of this provision is cause for the County to reject a Company’s proposal. No contact regarding this document with other County employees is permitted and may be grounds for disqualification. 3 PURPOSE 3.1 COUNTY The County (estimated population 239,859) is located in the central, southern piedmont. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration. 3.2 INTRODUCTION Union County (hereafter the “County”), through Union County Water, is soliciting proposals from qualified contractors for aeration tank cleaning services. 4 SCOPE OF SERVICES 4.1 SCOPE OF WORK SUMMARY Union County Water desires to have all rags, grit, sludge and debris removed and disposed of from one aeration basin at its Twelve Mile Creek WRF located at 8299 Kensington Dr Waxhaw NC 28173. Contractor shall furnish all permits, labor, materials and equipment required to remove, transport, and dispose of materials removed from the aeration tank. Contractor shall perform all services in strict accordance with all Applicable Law. Within twenty-four (24) hours of occurrence, Contractor shall provide UCPW with written notice of violation or noncompliance with respect to Contractor’s permit(s), UCPW’s permit(s), or of any action commenced in any court of competent jurisdiction involving the operations conducted by Contractor during the duration of this contract. 215 7 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning Contractor shall coordinate scheduling with plant operations staff. The Twelve Mile Creek WRF is currently under construction. Contractor activities shall be coordinated so as not to interfere with ongoing construction operations. Union County will coordinate work in construction areas to satisfy the operational needs of both contractors and the County. All work must be scheduled in advance, and Contractor shall provide daily status updates to Union County regarding work performed, planned activities, and any issues encountered. If a dewatering or decanting operation will be part of the process, coordinate these activities with the Union County Water and Wastewater point of contact to determine where the water will be disposed of and if at the plant, sampling may be conducted. Metering of the water back into the plant to prevent a plant upset will be required. Dewatering Performance Requirements: Dewatering operations shall meet the following minimum performance criteria: • Cake solids shall be greater than 15 percent (15%). • Filtrate or centrate solids shall be less than 200 mg/L. • Ammonia shall be less than 75 mg/L. • Total phosphorus shall be less than 15 mg/L. Sampling will be performed randomly by Union County Water Plant Operations staff. All samples will be analyzed on-site by Union County. Results shall be used to verify compliance with performance requirements. Utilities and Power: Union County will provide water for mobile press units as required. Contractor shall be responsible for supplying and operating a generator to provide power for all mobile press units and associated equipment. Union County Water Plant Operations reserve the right to halt, suspend, or modify any cleaning, dewatering, or related activities at any time and for any reason, including but not limited to operational needs, safety concerns, regulatory requirements, enforcement of blackout periods, or coordination with other on-site activities. The Contractor shall immediately comply with any such direction from Union County Water staff. Work to be completed Monday through Friday 7am-5pm. Blackout Periods: No work shall be performed during the following blackout periods: • January 26, 2026 through February 6, 2026 • April 27, 2026 through May 8, 2026 • July 27, 2026 through August 7, 2026 • October 26, 2026 through November 6, 2026 216 8 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning If the project duration extends beyond these dates, additional blackout periods may be identified by Union County and incorporated as needed. No work shall be performed on weekends or on Union County–recognized holidays. Approximate area of debris 240’L X 58’W X 1’ H 4.2 SAFETY The Offeror shall provide all employees with necessary personal protective equipment such as industry specific clothing, head, respiratory, eye, hand and foot protection. 4.3 SPECIAL REQUIREMENTS • Ongoing Regulatory Compliance: Contractor must possess and maintain all appropriate permits, plans, equipment, facilities, and personnel necessary to safely accept, transport and deliver County bio-solids in a manner consistent with all applicable state federal and local requirements. Contractor must appropriately document bio-solids transport as required by law and must produce such records as requested by the County. • Operations in good standing: Contractor shall have in effect no current enforcement actions against their operations pertaining to bio-solids transport. Contractor shall maintain a satisfactory safety record for the duration of this contract. This includes but is not limited to notices of violation, orders, penalties, or other enforcement actions restricting relevant activities. • Adequate hauling equipment: All equipment supplied and/or utilized under this contract must be of adequate design and condition to safely, satisfactorily, and legally accept, transport, and transfer bio-solids as required. A minimum 3,000- gallon tanker equipped to load and discharge by on-board pump shall be required. Tanker shall be free of contaminants that could cause harm to the receiving WRF. • Spill response capabilities: Contractor must operate all equipment utilized under this contract in such manner as to prevent spillage during transport. However, in case of unavoidable spills, Contractor must promptly and adequately respond to spills in such a manner as to maintain regulatory compliance and minimize harm to the affected environment, people and equipment. Contractor must immediately report any spill incidents to the County and other appropriate parties, per spill response plans. • Stormwater Protection and Spill Prevention: Contractor shall install and maintain stormwater pollution prevention measures sufficient to prevent, contain, and control spills or releases associated with the work. Contractor shall maintain an appropriate spill kit on site at all times. A stormwater map is provided as an attachment to this RFP for informational purposes. • Chemical Use and Safety Data Sheets: Contractor shall submit Safety Data Sheets (SDS) for all chemicals proposed for use to the Plant Supervisor and obtain written approval from the Plant Supervisor prior to bringing or using any chemicals on site. 217 9 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 5 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS 5.1 TERMS OF SUBMISSION All material received from a person or company (“Offeror”) in response to this solicitation shall become the property of Union County and will not be returned to the Offeror. Any and all costs incurred by an Offeror in preparing, submitting, or presenting submissions are the Offeror’s sole responsibility and Union County shall not reimburse the Offeror. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law. Any material in a response which the Offeror considers a trade secret and exempt from disclosure as a public record under applicable law, including N.C.G.S. §§ 132-1.2 and 66- 152, must be properly designated as a trade secret. In order to properly designate such material, the Offeror must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret – Confidential and Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on each page of the materials therein which contain trade secrets. To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Offeror understands and agrees by submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Offeror materials which was properly labeled by the Offeror as a trade secret, Union County will notify the Offeror of the request and the date that such materials will be released to the requestor unless the Offeror obtains a court order enjoining that disclosure. If the Offeror fails to obtain the court order enjoining disclosure prior to that date, Offeror understands and agrees that Union County will release the requested information to the requestor on that date. Furthermore, the Offeror also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Offeror. 5.2 DUPLICATE PROPOSALS No more than one (1) proposal from any Offeror will be considered by the County. In the event multiple proposals are submitted in violation of this provision, the County will have the right to determine which proposal will be considered, or at its sole option, reject all such multiple proposals. 218 10 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 5.3 PROPOSAL FORMAT The County desires all responses to be identical in format in order to facilitate comparison. While the County’s format may represent a departure from the vendor’s preference, the County requests adherence to the format. All responses are to be in the format described below. Offerors should prepare their proposals in accordance with the instructions outlined in this section. Each Offeror is required to submit the proposal electronically – Refer to page 4, item 2.2. Each section should be identified as described below. Proposals should be prepared as simply as possible and provide a straightforward, concise description of the proposer’s capabilities to satisfy the requirements of the RFP. The County may award a contract based on initial offers received without discussion of such offers. A proposer’s initial offer should, therefore, be based on the most favorable terms available. The County reserves the right to contact proposers regarding cost and scope clarification at any time throughout the selection process. The successful Offeror’s proposal must include all responses to the requirements contained within this RFP and all appendices (if applicable) must be completed in their entirety. By submitting a proposal, the successful Offeror’s Offeror agrees to all applicable provisions, terms and conditions associated with this RFP. This solicitation, the successful Offeror’s submitted proposal, all appendices and attachments (if applicable), and stated terms and conditions may become part of the resulting contract. Utmost attention should be given to accuracy, completeness, and clarity of content. All parts, pages, figures, or tables should be numbered and clearly labeled. Response information should be limited to pertinent information only. Marketing and sales type information is not to be included. Omissions and incomplete answers may be deemed unresponsive. Please initial any corrections. The proposal should be organized and identified by section as follows: • Section A – Cover Letter • Section B – Company Background and Experience • Section C – Project Team • Section D – Methodology and Implementation Plan • Section E - References • Section F – Proposed Pricing  Appendix A – Price Form (completed); submit with proposal • Section G – Required Forms  Appendix B – Proposal Submission (signed)  Appendix C - Addenda Receipt and Anti-Collusion (signed) 219 11 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 5.3.1 SECTION A – COVER LETTER Provide the following information about your company. Respond to each item and provide supporting documentation and/or exhibits as requested or desired. 1. Legal Company Name and DBA (if applicable) Address Telephone Number Website Address Name of Single Point of Contact Title Telephone Number Email Address 2. Name of Person with Binding Authority Title Address Telephone Number Email Address 3. Stipulate that the proposal price will be valid for a period of 180 days. 4. Make the following representations and warranty in the cover letter, the falsity of which might result in rejection of its proposal: “The information contained in this proposal or any part thereof, including any exhibits, schedules, and other documents and instruments delivered or to be delivered to the County, is true, accurate, and complete. This proposal includes all information necessary to ensure that the statements therein do not in whole or in part mislead the County as to any material facts.” 5.3.2 SECTION B – COMPANY BACKGROUND AND EXPERIENCE This section provides each vendor with the opportunity of demonstrating how its history, organization, and partnerships differentiate it from other entities. Careful attention should be paid to providing information relevant to Union County needs. Provide a concise profile of the Proposer’s organization to include the following: • Corporate history, and number of years in business under the current organizational name, structure and services offered. • Assets available to meet County service requirements. • Is the Offeror’s organization involved in any pending litigation that may affect its ability to provide its products and services? 5.3.3 SECTION C – PROJECT TEAM Describe the professional staff to be associated with this project. Upon award and during the contract period, if the contractor chooses to assign different personnel to the project, the Contractor must submit their names and qualifications including information listed above to the County for approval before they begin work. At a 220 12 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning minimum, this section should include the following information for each key person identified by the company: • Name and title • Project responsibilities and roles • Involvement levels & durations • Years of relevant experience • Length of service with the company 5.3.4 SECTION D - METHODOLOGY AND IMPLEMETATION PLAN Provide a description of the approach and methodology to be used to accomplish the Scope of Work of this RFP. The Methodology Section should include: • An implementation plan that describes the methods, including controls, by which your firm manages projects of the type. • Project management, implementation strategies or techniques that the Offeror intends to use in carrying out the work. • Brief description of efforts your firm will undertake to achieve client satisfaction and to satisfy the requirements of this solicitation. • Brief description of specific tasks you will require from County staff. Explain what the respective roles of County staff and your staff would be to complete the tasks specified. 5.3.5 SECTION F – REFERENCES • Provide, at a minimum, three (3) comparable clients with whom your firm has an established relationship similar to the Scope of Work outlined in this RFP and include the following: • Company Name • Contact Name and Title • Address • Phone Number • Email Address • Project name • Length of Relationship 5.3.6 SECTION G – PRICE FORM Complete Appendix A – Price Form and submit with proposal. 5.3.7 SECTION H – REQUIRED FORMS Offerors must include signed copies of the following documents: • Appendix B – Proposal Submission (signed) • Appendix C – Addenda Receipt and Anti-Collusion (signed) 221 13 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 6 EVALUATION CRITERIA AND SELECTION PROCESS 6.1 SELECTION PARTICIPANTS 1. Maintaining the integrity of the RFP process is of paramount importance for the County. To this end, please do not contact any members of Union County or its staff regarding the subject matter of this RFP until a selection has been made, other than the County’s designated contact person identified in the introduction to this RFP. 2. Representatives of Union County will read, review, and evaluate the RFP independently based on the evaluation criteria. Failure to abide by this requirement shall be grounds for disqualification from this selection process. 3. The County will establish an RFP Evaluation Team to review and evaluate the RFPs. The RFP Evaluation Team will assess the RFPs independently in accordance with the published evaluation criteria. Union County reserves the right to conduct interviews with a shortlist of selected Offerors. 4. At its sole discretion, the Owner may ask written questions of Offerors, seek written clarification, and conduct discussions with Offerors on the RFPs. The County reserves the right to determine the suitability of proposals on the basis of a proposal meeting scope and submittal criteria listed in the RFP. Evaluation criteria and other relevant RFP information will be used to assist in determining the finalist Vendor. 6.2 FINANCIAL INFORMATION Offeror may be asked to provide the following financial information. If the following financial information is requested, it shall be readily available and provided to the County within forty-eight (48) hours upon request during the bid certification process: 1. Annual audited financial reports for the past five (5) fiscal years; 2. Credit reports, credit bulletins, bank and vendor references, and any other published statements by agencies that have been issued or published about the entity within the past five (5) years; 3. Indicate whether the Company (and/or predecessor, guarantor, or subcontractor) has declared bankruptcy within the last five (5) years; 4. Provide a description of the financial impact of any past or pending legal proceedings and judgments that could materially affect the Offeror’s financial position or ability to provide service to the County. 6.3 EVALUATION SELECTION PROCESS A weighted analysis of the evaluation criteria will be utilized to determine the Vendor that represents the best value solution for the County. In the evaluation and scoring/ranking of Offerors, the County will consider the information submitted in the RFP as well as the meetings (if applicable) with respect to the evaluation criteria set forth in the RFP. 222 14 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning The initial evaluation criteria/factors and relative weights listed below will be used to recommend selection of the Proposed Offeror or for the purpose of selecting Short-Listed Offerors. The County may choose to award without engaging in interview discussions. RFP Criteria Weights Company Background and Experience 40% Project Team, Methodology & Implementation Plan 35% Price 15% Compliance with Submittal Requirements 10% Vendors may be invited to give a demonstration of the capabilities of the proposed solution to the Union County evaluation team. The successful bidder’s demonstration (if requested), along with questions and answers, will be a critical component of the overall vendor evaluation. After identification of Short-Listed Offerors, the County may or may not decide to invite Short-Listed Offerors to vendor demonstration/interviews. If interviews are scheduled with the Short-Listed Offerors, previous evaluation and rankings are not carried forward. For the purpose of selecting a Preferred Offeror, the evaluation criteria will be given the following relative weights: Interview Criteria Weights Proposed Approach & Staff 60% Price, Quality and Relevance of Interview as it Relates to the Scope of the RFP 40% Additional meetings may be held to clarify issues or to address comments, as deemed appropriate. Proposers will be notified in advance of the time and format of such meetings. 6.4 AWARD PROCEDURE Union County has the right to reject any or all proposals, to engage in further negotiations with any Company submitting a proposal, and/or to request additional information or clarification. The County is not obligated to accept the lowest cost proposal. The County may accept the proposal that best serves its needs, as determined by County officials in their sole discretion. The County reserves the right to make an award without further discussion of the proposals received. Therefore, it is important that the proposal be submitted initially on the most favorable terms. 223 15 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning A proposal may be rejected if it is incomplete. Union County may reject any or all proposals and may waive any immaterial deviation in a proposal. More than one proposal from an individual, Offeror, partnership, corporation or association under the same or different names, will not be considered. The County reserves the right to enter into negotiations with the top ranked Offeror. However, negotiations with the top ranked Offeror does not signify a commitment by Union County to execute a contract or to continue discussions. The County reserves the right to terminate negotiations at any time and for any reason. The County may select and enter into negotiations with the next most advantageous Proposer if negotiations with the initially chosen Proposer are not successful. The award shall be made in the best interest of the County. This Request for Proposal is not subject to any competitive bidding requirements of North Carolina law. The County reserves the right to accept other than the most financially advantageous proposal. The award document will be a Contract incorporating, by reference, all the requirements, terms and conditions of the solicitation and the Offeror’s proposal as negotiated. 6.5 CONFLICT CERTIFICATION The Offeror must certify that it does not have any actual or potential conflicts of interest with, or adversarial litigation against the County or any of its officers or employees. During the course of the contractual relationship formed pursuant to this solicitation, any such conflict of interest, whether newly arising or newly discovered, must be disclosed to the County in writing. 7 GENERAL CONDITIONS AND REQUIREMENTS 7.1 TERMS AND CONDITIONS Union County has the right to reject any or all proposals, to engage in further negotiations with any Company submitting a proposal, and/or to request additional information or clarification. The County is not obligated to accept the lowest cost proposal. The County may accept that proposal that best serves its needs, as determined by County officials in their sole discretion. All payroll taxes, liability and worker’s compensation are the sole responsibility of the Offeror. The Offeror understands that an employer/employee relationship does not exist under this contract. All proposals submitted in response to this request shall become the property of Union County and as such, may be subject to public review. 224 16 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 7.2 CONTRACTUAL OBLIGATIONS The contents of this Proposal and the commitments set forth in the selected Proposal(s) shall be considered contractual obligations, if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service Provider(s). 7.3 SUB-CONTRACTOR/PARTNER DISCLOSURE If the proposal by any Company requires the use of sub-contractors, partners, and/or third-party products or services, this must be clearly stated in the proposal. The Company submitting the proposal shall remain solely responsible for the performance of all work, including work that is done by sub-contractors. 7.4 EXCEPTION TO THE PROPOSAL An “exception” is defined as the Service Provider’s inability or unwillingness to meet a term, condition, specification, or requirement in the manner specified in the Proposal. All exceptions taken must be identified and explained in writing in the proposal and must specifically reference the relevant section(s) of this Proposal. Other than exceptions that are stated in compliance with this Section, each proposal shall be deemed to agree to comply with all terms, conditions, specifications, and requirements of this Proposal. If the Service Provider provides an alternate solution when taking an exception to a requirement, the benefits of this alternate solution and impact, if any, on any part of the remainder of the Service Provider’s solution, must be described in detail. 7.5 MODIFICATION OR WITHDRAWAL OF PROPOSAL Prior to the scheduled closing time for receiving proposals, any Vendor may withdraw their proposal. After the scheduled closing time for receiving proposals, no proposal may be withdrawn for 180 days. Only written requests for the modification or correction of a previously submitted proposal that are addressed in the same manner as proposals and are received by the County prior to the closing time for receiving proposals will be accepted. The proposal will be corrected in accordance with such written requests, provided that any such written request is in a sealed envelope that is plainly marked “Modification of Proposal” – with solicitation number and name on the front of the envelope. Oral, telephone, or fax modifications or corrections will not be recognized or considered. 7.6 EQUAL EMPLOYMENT OPPORTUNITY All Offerors will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age. 7.7 MINORITY BUSINESSES OR DISADVANTAGED BUSINESSES 225 17 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent with this policy, Union County will not allow any person or business to be excluded from participation in, denied the benefits of, or otherwise be discriminated against in connection with the award and performance of any contract because of sex, race, religion, or national origin. 7.8 LICENSES The successful Offeror(s) shall have and maintain a valid and appropriate business license (if applicable), meet all local, state, and federal codes, and have current all required local, state, and federal licenses. 7.9 E-VERIFY E-Verify is the federal program operated by the United States Department of Homeland Security and other federal agencies, or any successor or equivalent program, used to verify the work authorization of newly hired employees pursuant to federal law. Vendor/Offeror shall ensure that Offeror and any Sub-Contractor performing work under this contract: (i) uses E-Verify if required to do so; and (ii) otherwise complies with applicable law. 7.10 DRUG-FREE WORKPLACE During the performance of this Request, the Offeror agrees to provide a drug-free workplace for their employees; post in conspicuous places, available to employees and applicants for employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions that will be taken against employees for violations of such prohibition; and state in all solicitations or advertisements for employees placed by or on behalf of the Offeror that the Offeror maintains a drug-free workplace. For the purposes of this section, “drug-free workplace” means a site for the performance of work done in connection with a specific contract awarded to a Offeror/Offerors in accordance with this chapter, the employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled substance or marijuana during the performance of the Request. 7.11 INSURANCE One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. 226 18 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY (for any agreement unless otherwise waived by the Risk Manager) Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY (for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement) $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY (only for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etc.) $1,000,000 Claims Made E. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) (for any agreement involving software applications) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. ADDITIONAL INSURANCE REQUIREMENTS A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. 227 19 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Union County Risk Manager 500 N. Main Street, Suite #130 Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 228 20 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 7.12 INDEMNIFICATION Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 229 21 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 8 APPENDIX A – PRICE FORM RFP 2026-044 Aeration Tank Cleaning Submit with Proposal Company Name ____________________________________________________________ DESCRIPTIO N MOBILIZATION DEMOBILIZATION PRICE PER WET TON ESTIMATED VOLUME TO BE REMOVED (WET TONS) ESTIMATED TOTAL PRICE Refer to section 4. Scope of Services $ Note: The estimated volume to be removed and the estimated total price are provided for budgeting and comparison purposes only. Actual quantities will be determined during performance of the work. Evaluation of pricing will be based primarily on mobilization costs, demobilization costs, and the price per wet ton. 230 22 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 9 APPENDIX B – PROPOSAL SUBMISSION RFP 2026-044 Aeration Tank Cleaning Submit with Proposal This Proposal is submitted by: Company Legal Name: Representative Name: Representative Signature: Representative Title: Address: County/State/Zip: Email Address: Phone Number: Website Address: It is understood that Union County reserves the right to reject any and all proposals, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and re-advertise this project. Proposal is valid for 180 days. Proposal is submitted by an executive of the company that has authority to contract with Union County, NC. Name: Title: Required Signature: Date: 231 23 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 10 APPENDIX C – ADDENDUM AND ANTI-COLLUSION RFP 2026-044 Aeration Tank Cleaning Submit with Proposal Please acknowledge receipt of all addenda by including this form with your Proposal. Any questions or changes received will be posted as an addendum on unioncountync.gov and/or https://evp.nc.gov. It is your responsibility to check for this information. Addendum No. Date Downloaded I certify that this proposal is made in good faith and without collusion with any other offeror or officer or employee of Union County. Company Name: Name: Title: Email Address: Signature: Date: 232 24 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 11 APPENDIX D – AERATION TANK DRAWINGS RFP 2026-044 Aeration Tank Cleaning Informational Purposes Only - Do not submit with proposal. 233 March 10, 2026 11:00 AM EST Electronic Submission (Refer to Section 2) Union County Procurement and Contract Management Department (Note: Follow the submittal instructions in Section 2.2 to electronically upload a proposal package.) Request for Proposals No. 2026-044 Aeration Tank Cleaning Due Date: Time: Receipt Location: Non-Mandatory Pre-Proposal Conference and Site Visit. February 11, 2026. For the time and location, Refer to page 3 for details. Procurement Contact: Juan Rodriguez-Cruz Procurement Specialist 704.283.3519 Juan.Rodriguez-Cruz@unioncountync.gov 234 235 236 237 238 239 240 $33529('352-(1*5&+(&.(''5$:1'(6,*1(''5$:,1*180%(5'$7(&2175$&7180%(5'5$:,1*7+(6&$/(%$56+2:1%(/2:0($685(621(,1&+/21*217+(25,*,1$/180%(5+ 6-2%3/27'$7( 30 %</)(77(532???'UDZLQJV?0(&+?0GZJ%\/)(77(5/DVW6DYHG%\PNDUPDQRFN\;5()V ?7LWOH%ORFNV?+67%?$% ?$%3%?$% ?$%6(&7,21&87612 '$7(,668(')25 %<69'.8'/+.'%4''-9962OIF':2#05+10+$=(1$1'6$:<(53$5.:$<3/$=$%/9'68,7(&+$5/277(1257+&$52/,1$/,&(16(12&,668(')25&216758&7,21/AERATION TANKS NO.1 AND NO.2MECHANICALBOTTOM PLAN241 $33529('352-(1*5&+(&.(''5$:1'(6,*1(''5$:,1*180%(5'$7(&2175$&7180%(5'5$:,1*7+(6&$/(%$56+2:1%(/2:0($685(621(,1&+/21*217+(25,*,1$/180%(5+ 6-2%3/27'$7( 30 %</)(77(532???'UDZLQJV?0(&+?0GZJ%\/)(77(5/DVW6DYHG%\MEHQHGLFW;5()V ?7LWOH%ORFNV?+67%?$% ?$%6?$% ?$%6?$% ?$%6?$% ?$%612 '$7(,668(')25 %<69'.8'/+.'%4''-9962OIF':2#05+10+$=(1$1'6$:<(53$5.:$<3/$=$%/9'68,7(&+$5/277(1257+&$52/,1$/,&(16(12&,668(')25&216758&7,21/AERATION TANKS NO.1 AND NO.2MECHANICALSECTIONS242 $33529('352-(1*5&+(&.(''5$:1'(6,*1(''5$:,1*180%(5'$7(&2175$&7180%(5'5$:,1*7+(6&$/(%$56+2:1%(/2:0($685(621(,1&+/21*217+(25,*,1$/180%(5+ 6-2%3/27'$7( 30 %</)(77(532???'UDZLQJV?0(&+?0GZJ%\/)(77(5/DVW6DYHG%\MEHQHGLFW;5()V ?7LWOH%ORFNV?+67%?$% ?$%6?$% ?$%6?$% ?$%6?$% ?$%612 '$7(,668(')25 %<69'.8'/+.'%4''-9962OIF':2#05+10+$=(1$1'6$:<(53$5.:$<3/$=$%/9'68,7(&+$5/277(1257+&$52/,1$/,&(16(12&,668(')25&216758&7,21/AERATION TANKS NO.1 AND NO.2MECHANICALSECTIONS243 244 245 246 247 248 $33529('352-(1*5&+(&.(''5$:1'(6,*1(''5$:,1*180%(5'$7(&2175$&7180%(5'5$:,1*7+(6&$/(%$56+2:1%(/2:0($685(621(,1&+/21*217+(25,*,1$/180%(5+ 6-2%3/27'$7( 30 %</)(77(532???'UDZLQJV?0(&+?0GZJ%\/)(77(5/DVW6DYHG%\PNDUPDQRFN\;5()V ?7LWOH%ORFNV?+67%?$% ?$%3%?$% ?$%6(&7,21&87612 '$7(,668(')25 %<69'.8'/+.'%4''-9962OIF':2#05+10+$=(1$1'6$:<(53$5.:$<3/$=$%/9'68,7(&+$5/277(1257+&$52/,1$/,&(16(12&,668(')25&216758&7,21/AERATION TANKS NO.1 AND NO.2MECHANICALBOTTOM PLAN249 $33529('352-(1*5&+(&.(''5$:1'(6,*1(''5$:,1*180%(5'$7(&2175$&7180%(5'5$:,1*7+(6&$/(%$56+2:1%(/2:0($685(621(,1&+/21*217+(25,*,1$/180%(5+ 6-2%3/27'$7( 30 %</)(77(532???'UDZLQJV?0(&+?0GZJ%\/)(77(5/DVW6DYHG%\MEHQHGLFW;5()V ?7LWOH%ORFNV?+67%?$% ?$%6?$% ?$%6?$% ?$%6?$% ?$%612 '$7(,668(')25 %<69'.8'/+.'%4''-9962OIF':2#05+10+$=(1$1'6$:<(53$5.:$<3/$=$%/9'68,7(&+$5/277(1257+&$52/,1$/,&(16(12&,668(')25&216758&7,21/AERATION TANKS NO.1 AND NO.2MECHANICALSECTIONS250 25 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 12 APPENDIX E – SAMPLE VENDOR PAYMENT NOTIFICATION RFP 2026-044 Aeration Tank Cleaning Informational Purposes Only - Do not submit with proposal. 251 . . . Finance Department 500 North Main Street Suite #714 Monroe, NC 28112 T. 704-283-3813 www.unioncountync.gov ATTENTION: ACCOUNTS PAYABLE VENDORS As part of our Fraud Prevention Program, Union County now prefers two methods for payments to vendor accounts. These methods allow for faster and easier payments to vendors. The first and preferred method available is to accept a VISA card payment from the County. If you accept payment via VISA, payment is made at the time of the transaction or upon receipt and approval of the invoice. The second method is an Electronic Funds Transfer. (EFT) This means that you will receive payment of invoices due directly into your bank account. With this method, you will get an email confirmation giving you the date, invoice numbers, and total amount paid. Your payment will be available to you on Monday (or the first banking day if Monday is a bank holiday) following receipt of an approved invoice from the County department invoiced. An EFT Enrollment Form to enroll in the program is attached for your convenience. You can also visit the Union County website at www.unioncountync.gov at any time to get a new form if your banking information changes. If the banking information changes and you do not notify us, it will delay receipt of payment for invoices. If you wish to receive payment via the County’s VISA card, please contact Heather Howey at 704-283-3539, or send an email to ap@unioncountync.gov and you will be added to the list of vendors accepting the VISA card method of payment. Union County prefers all vendors participate in one of the two methods described above. Thank you in advance for your participation. 252 26 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 13 APPENDIX F – TEMPLATE CONTRACT RFP 2026-044 Aeration Tank Cleaning Informational Purposes Only - Do not submit with proposal. 253 Simple Services (Updated 02.06.24) 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and [Contractor’s full legal name], a [type of business (corporation, limited liability company, etc.) and state where incorporated], whose address is ____________________________________, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Union desires that Contractor perform certain [briefly describe services here] services; and WHEREAS, Contractor is willing to perform such services as described in this Agreement. NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set forth, the parties hereto do each contract and agree with the other as follows: 1. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in the attached Scope of Work [or, if the full RFP is to be attached as the scope of work, state the RFP number and full RFP title], which is incorporated herein by reference (hereinafter the “Services”), in accordance with the terms of this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor [insert payment amount or rate] for performance of the Services. Contractor shall invoice Union on a monthly basis for Services performed, or upon such other schedule as may be agreed upon by the parties. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Division. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of [insert agreement time length] (the “Initial Term”). [The following sentence to be used only if renewals might be needed or desired, and then only if the RFP lists the possible number of renewals. If the contract is just for a single term, this sentence may be deleted.] Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to ____[number of possible additional terms, as stated in the RFP] additional ___[number of years in each renewal term]-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall be paid for services performed to the date of notification of termination by Union. 4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the 254 Simple Services (Updated 02.06.24) 2 “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 6. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 7. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has complied with all federal, state and local laws regarding business permits, certificates, and licenses that may be required to carry out the work to be performed under this Agreement. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no 255 Simple Services (Updated 02.06.24) 3 assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed and enforced in accordance with the laws of the State of North Carolina. The parties to this Agreement confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of Union County, North Carolina. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party further warrants that the execution, delivery and performance by it of the Agreement has been duly authorized and approved by all requisite action of the party’s management and appropriate governing body. 20. E-VERIFY. E-Verify is the federal program operated by the United States Department of Homeland Security and other federal agencies, or any successor or equivalent program, used to verify the work authorization of newly hired employees pursuant to federal law. Contractor shall ensure that Contractor and any subcontractor performing work under this Agreement: (i) uses E-Verify if required to do so by North Carolina law; and (ii) otherwise complies with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. [Signatures follow on the next page.] 256 Simple Services (Updated 02.06.24) 4 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY By: (SEAL) Brian W. Matthews, County Manager [CONTRACTOR’S FULL LEGAL NAME] By: (SEAL) Approved as to Legal Form _____ This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 257 Simple Services (Updated 02.06.24) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 258 Simple Services (Updated 02.06.24) 6 F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Contractor shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ 259 Simple Services (Updated 02.06.24) 7 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 260 27 Union County, North Carolina RFP 2026-044 Aeration Tank Cleaning 14 APPENDIX G – STORMWATER MAP RFP 2026-044 Aeration Tank Cleaning Informational Purposes Only - Do not submit with proposal. 261 262 Request for Proposals 2026-044 Aeration Tank Cleaning ADDENDUM No. 1 ISSUE DATE: February 2, 2025 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 263 Page 2 of 2 Union County, North Carolina Addendum No. 1, RFP 2026-044 Aeration Tank Cleaning CLARIFICATION / CORRECTION – PRE-BID CONFERENCE DATE The County has identified an inconsistency in the Proposal Documents regarding the Pre-Bid Conference date. The following clarification is hereby issued: Pre-Bid Conference: February 18, 2026 at 10:00 AM RFP Due Date: March 17, 2026 at 11:00 AM Any reference to a Pre-Bid Conference date of February 11, 2026 is incorrect and shall be disregarded. This clarification supersedes all conflicting information contained in the RFP documents, including page 26 and any other location where the incorrect date may appear. End of Addendum No. 1 264 Request for Proposals 2026-044 Aeration Tank Cleaning ADDENDUM No. 2 ISSUE DATE: February 26, 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. 265 Page 2 of 3 Union County, North Carolina Addendum No. 2, RFP 2026-044 Aeration Tank Cleaning Delete/Add/Replace Section 1. Add: 12 Mile Rags and Screenings TCLP Located at the end of addendum 2 2. Add: 12 Mile Solids TCLP Located at the end of addendum 2 Question/Answer Section 1. Question: What is the Waste Code Number? (5010 number followed by 6 to 8 digits) Answer: Wastewater sludge (biosolids) in North Carolina generally does not require a hazardous waste code number for landfill disposal provided it is nonhazardous material which this material should be. 2. Question: How many tons? Answer: The estimated quantity of sludge is based on visual observations of sludge elevation within the tank and an assumption regarding the percentage of solids at the time of removal. The final quantity will depend on whether the material is dewatered prior to leaving the facility. Based on observation, the sludge depth appears to be approximately 12 inches in the first quarter of the basin, tapering to approximately 2 inches toward the end. Using the tank dimensions previously provided, bidders may perform their own calculations to estimate quantities. Bidders are responsible for providing an estimated quantity on the Price Form. Actual quantities may vary depending on the bidder’s proposed removal and dewatering methods. Any estimates provided by County staff are for informational purposes only and are not guaranteed. 3. Question: Will the material pass a paint filter test? Answer: The solids content of the material will depend on whether it is dewatered prior to removal from the facility. If the material is removed without dewatering, it is estimated that approximately 50% would pass a paint filter test. 266 Page 3 of 3 Union County, North Carolina Addendum No. 2, RFP 2026-044 Aeration Tank Cleaning The County does not intend to leave basin valves open for an extended period to allow passive dewatering. The project is expected to be completed as efficiently as possible in order to return the diffusers to service and protect their integrity. The actual solids content is unknown and will depend on the bidder’s proposed processing and dewatering methods. The successful bidder will be responsible for treating and/or processing the material as necessary to meet the requirements of the designated disposal facility. 4. Question: Can you provide a TCLP for the aeration basin sludge taken within the last year? Answer: The County does not have a TCLP analysis specific to the solids currently located in Aeration Basin #5. However, a TCLP analysis for biosolids collected after completion of the aeration process is attached. These solids are expected to be representative of the material in Basin #5, as they originate from the same treatment process but were collected at a different point within the facility. Additionally, a TCLP analysis for rags and grit collected at the plant influent (12 Mile facility) is attached. Together, these TCLP analyses are intended to provide representative data for the materials anticipated to be present in Aeration Basin #5 and subject to removal under this project. Attached: 12 Mile Rags and Screenings TCLP 12 Mile Solids TCLP End of Addendum No. 2 267 #=CL# December 18, 2025 LIMS USE: FR - KEITH PURGASON LIMS OBJECT ID: 92831784 92831784 Project: Pace Project No.: RE: Keith Purgason Union County Public Works 8299 Kensington Drive Waxhaw, NC 28173 TCLP Testing Dear Keith Purgason: Enclosed are the analytical results for sample(s) received by the laboratory on December 01, 2025. The results relate only to the samples included in this report. Results reported herein conform to the applicable TNI/NELAC Standards and the laboratory's Quality Manual, where applicable, unless otherwise noted in the body of the report. The test results provided in this final report were generated by each of the following laboratories within the Pace Network: • Pace National - Mt. Juliet • Pace Analytical Services - Asheville • Pace Analytical Services - Charlotte • Pace Analytical Services - Ormond Beach If you have any questions concerning this report, please feel free to contact me. Sincerely, Stephanie Knott stephanie.knott@pacelabs.com Project Manager 704-977-0981 Enclosures cc:Julian Coley Jonathan Jordan Kevin Merrill REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC. Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 1 of 33268 #=CP# CERTIFICATIONS Pace Project No.: Project: 92831784 TCLP Testing Pace Analytical Services Ormond Beach 8 East Tower Circle, Ormond Beach, FL 32174 Alaska DEC- CS/UST/LUST Alabama Certification #: 41320 California Certification# 3096 Colorado Certification: FL NELAC Reciprocity Connecticut Certification #: PH-0216 Delaware Certification: FL NELAC Reciprocity DoD-ANAB #:ADE-3199 Florida Certification #: E83079 Georgia Certification #: 955 Guam Certification: FL NELAC Reciprocity Hawaii Certification: FL NELAC Reciprocity Illinois Certification #: 200068 Indiana Certification: FL NELAC Reciprocity Kansas Certification #: E-10383 Kentucky Certification #: 90050 Louisiana Certification #: FL NELAC Reciprocity Louisiana Environmental Certificate #: 05007 Maine Certification #: FL01264 Maryland Certification: #346 Massachusetts Certification #: M-FL1264 Michigan Certification #: 9911 Mississippi Certification: FL NELAC Reciprocity Missouri Certification #: 236 Montana Certification #: Cert 0074 Nebraska Certification: NE-OS-28-14 Nevada Certification: FL NELAC Reciprocity New Hampshire Certification #: 2958 New Jersey Certification #: FL022 New York Certification #: 11608 North Carolina Environmental Certificate #: 667 North Carolina Certification #: 12710 North Dakota Certification #: R-216 Ohio DEP 87780 Oklahoma Certification #: D9947 Pennsylvania Certification #: 68-00547 Puerto Rico Certification #: FL01264 South Carolina Certification: #96042001 Tennessee Certification #: TN02974 Texas Certification: FL NELAC Reciprocity US Virgin Islands Certification: FL NELAC Reciprocity Utah Utah FL NELAC Reciprocity Virginia Environmental Certification #: 460165 Washington Certification #: C955 West Virginia Certification #: 9962C Wisconsin Certification #: 399079670 Wyoming (EPA Region 8): FL NELAC Reciprocity Pace Analytical Services National 12065 Lebanon Road, Mt. Juliet, TN 37122 Alabama Certification #: 40660 Alaska Certification 17-026 Arizona Certification #: AZ0612 Arkansas Certification #: 88-0469 California Certification #: 2932 Canada Certification #: 1461.01 Colorado Certification #: TN00003 Connecticut Certification #: PH-0197 DOD Certification: #1461.01 EPA# TN00003 Florida Certification #: E87487 Georgia DW Certification #: 923 Georgia Certification: NELAP Idaho Certification #: TN00003 Illinois Certification #: 200008 Indiana Certification #: C-TN-01 Iowa Certification #: 364 Kansas Certification #: E-10277 Kentucky UST Certification #: 16 Kentucky Certification #: 90010 Louisiana Certification #: AI30792 Louisiana DW Certification #: LA180010 Maine Certification #: TN0002 Maryland Certification #: 324 Massachusetts Certification #: M-TN003 Michigan Certification #: 9958 Minnesota Certification #: 047-999-395 Mississippi Certification #: TN00003 Missouri Certification #: 340 Montana Certification #: CERT0086 Nebraska Certification #: NE-OS-15-05 Nevada Certification #: TN-03-2002-34 New Hampshire Certification #: 2975 New Jersey Certification #: TN002 New Mexico DW Certification New York Certification #: 11742 North Carolina Aquatic Toxicity Certification #: 41 North Carolina Drinking Water Certification #: 21704 North Carolina Environmental Certificate #: 375 North Dakota Certification #: R-140 Ohio VAP Certification #: CL0069 Oklahoma Certification #: 9915 Oregon Certification #: TN200002 Pennsylvania Certification #: 68-02979 Rhode Island Certification #: LAO00356 South Carolina Certification #: 84004 South Dakota Certification Tennessee DW/Chem/Micro Certification #: 2006 Texas Certification #: T 104704245-17-14 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC. Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 2 of 33269 #=CP# CERTIFICATIONS Pace Project No.: Project: 92831784 TCLP Testing Pace Analytical Services National Texas Mold Certification #: LAB0152 USDA Soil Permit #: P330-15-00234 Utah Certification #: TN00003 Vermont Dept. of Health: ID# VT-2006 Virginia Certification #: VT2006 Virginia Certification #: 460132 Washington Certification #: C847 West Virginia Certification #: 233 Wisconsin Certification #: 998093910 Wyoming UST Certification #: via A2LA 2926.01 A2LA-ISO 17025 Certification #: 1461.01 A2LA-ISO 17025 Certification #: 1461.02 AIHA-LAP/LLC EMLAP Certification #:100789 Pace Analytical Services Charlotte South Carolina Laboratory ID: 99006 9800 Kincey Ave. Ste 100, Huntersville, NC 28078 North Carolina Drinking Water Certification #: 37706 North Carolina Field Services Certification #: 5342 North Carolina Wastewater Certification #: 12 South Carolina Laboratory ID: 99006 South Carolina Certification #: 99006001 South Carolina Drinking Water Cert. #: 99006003 Florida/NELAP Certification #: E87627 Kentucky UST Certification #: 84 Louisiana DoH Drinking Water #: LA029 Virginia/VELAP Certification #: 460221 Pace Analytical Services Asheville 2225 Riverside Drive, Asheville, NC 28804 Florida/NELAP Certification #: E87648 North Carolina Drinking Water Certification #: 37712 North Carolina Wastewater Certification #: 40 South Carolina Laboratory ID: 99030 South Carolina Certification #: 99030001 Virginia/VELAP Certification #: 460222 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC. Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 3 of 33270 #=SA# SAMPLE ANALYTE COUNT Pace Project No.: Project: 92831784 TCLP Testing Lab ID Sample ID Method Analytes Reported LaboratoryAnalysts 92831784001 Grit Screenings EPA 8081B 9 PANMEW EPA 8151A 3 PANNWH EPA 8082A 8 PASI-CSEM EPA 6010 7 PASI-OASB EPA 7470 1 PASI-OJNK EPA 8270E 18 PASI-CPKS EPA 8260D 14 PASI-CSAS SM 2540G-2011 1 PASI-CKDF SW-846 1 PASI-CKDF 1010B/ASTM D8175-18 1 PANDLS EPA 9012B 1 PANFNR EPA 9030B 1 PANLAS EPA 9045D 1 PANRJP EPA 9095B 1 PASI-ASMS 92831784002 Rags EPA 8081B 9 PANMEW EPA 8151A 3 PANNWH EPA 8082A 8 PASI-CSEM EPA 6010 7 PASI-OASB EPA 7470 1 PASI-OJNK EPA 8270E 18 PASI-CPKS EPA 8260D 14 PASI-CSAS SM 2540G-2011 1 PASI-CKDF SW-846 1 PASI-CKDF 1010B/ASTM D8175-18 1 PANDLS EPA 9012B 1 PANFNR EPA 9030B 1 PANLAS EPA 9045D 1 PANRJP EPA 9095B 1 PASI-ASMS PAN = Pace National - Mt. Juliet PASI-A = Pace Analytical Services - Asheville PASI-C = Pace Analytical Services - Charlotte PASI-O = Pace Analytical Services - Ormond Beach REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC. Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 4 of 33271 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92831784 TCLP Testing Sample:Grit Screenings Lab ID:92831784001 Collected:12/01/25 07:15 Received:12/01/25 12:35 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: EPA 8081B Preparation Method: 3510C Leachate Method/Date: 1311; 12/04/25 14:31 Initial pH: 7.39; Final pH: 5.43 Pace National - Mt. Juliet Pesticides (GC) 8081B TCLP Chlordane (Technical)ND mg/L 12/09/25 18:48 57-74-912/09/25 08:430.00500 1 Endrin ND mg/L 12/09/25 18:48 72-20-812/09/25 08:430.00500 1 gamma-BHC (Lindane)ND mg/L 12/09/25 18:48 58-89-912/09/25 08:430.00500 1 Heptachlor ND mg/L 12/09/25 18:48 76-44-812/09/25 08:430.00500 1 Heptachlor epoxide ND mg/L 12/09/25 18:48 1024-57-312/09/25 08:430.00500 1 Methoxychlor ND mg/L 12/09/25 18:48 72-43-512/09/25 08:430.00500 1 Toxaphene ND mg/L 12/09/25 18:48 8001-35-212/09/25 08:430.0100 1 Surrogates Decachlorobiphenyl (S)49.9 %12/09/25 18:48 2051-24-312/09/25 08:4310.0-128 1 Tetrachloro-m-xylene (S)86.7 %12/09/25 18:48 877-09-812/09/25 08:4310.0-127 1 Analytical Method: EPA 8151A Preparation Method: 8151A Leachate Method/Date: 1311; 12/04/25 14:31 Initial pH: 7.39; Final pH: 5.43 Pace National - Mt. Juliet Chlorinated Herb. (GC) 8151A 2,4,5-TP (Silvex)ND mg/L 12/08/25 18:58 93-72-112/07/25 05:260.00200 1 2,4-D ND mg/L 12/08/25 18:58 94-75-712/07/25 05:260.00200 1 Surrogates 2,4-DCAA (S)84.2 %12/08/25 18:58 19719-28-912/07/25 05:2614.0-158 1 Analytical Method: EPA 8082A Preparation Method: EPA 3546 Pace Analytical Services - Charlotte 8082 GCS PCB PCB-1016 (Aroclor 1016)ND ug/kg 12/12/25 17:13 12674-11-212/12/25 04:3372.7 1 PCB-1221 (Aroclor 1221)ND ug/kg 12/12/25 17:13 11104-28-212/12/25 04:3372.7 1 PCB-1232 (Aroclor 1232)ND ug/kg 12/12/25 17:13 11141-16-512/12/25 04:3372.7 1 PCB-1242 (Aroclor 1242)ND ug/kg 12/12/25 17:13 53469-21-912/12/25 04:3372.7 1 PCB-1248 (Aroclor 1248)ND ug/kg 12/12/25 17:13 12672-29-612/12/25 04:3372.7 1 PCB-1254 (Aroclor 1254)ND ug/kg 12/12/25 17:13 11097-69-112/12/25 04:3372.7 1 PCB-1260 (Aroclor 1260)ND ug/kg 12/12/25 17:13 11096-82-512/12/25 04:3372.7 1 Surrogates Decachlorobiphenyl (S)66 %12/12/25 17:13 2051-24-312/12/25 04:3310-166 1 Analytical Method: EPA 6010 Preparation Method: EPA 3010 Leachate Method/Date: EPA 1311; 12/04/25 16:30 Pace Analytical Services - Ormond Beach 6010 MET ICP, TCLP Arsenic ND mg/L 12/05/25 14:34 7440-38-212/05/25 10:420.10 1 Barium 0.16 mg/L 12/05/25 14:34 7440-39-312/05/25 10:420.10 1 Cadmium ND mg/L 12/05/25 14:34 7440-43-912/05/25 10:420.010 1 Chromium ND mg/L 12/05/25 14:34 7440-47-312/05/25 10:420.050 1 Lead ND mg/L 12/05/25 14:34 7439-92-1 L112/05/25 10:420.10 1 Selenium ND mg/L 12/05/25 14:34 7782-49-2 L112/05/25 10:420.15 1 Silver ND mg/L 12/05/25 14:34 7440-22-412/05/25 10:420.050 1 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 5 of 33272 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92831784 TCLP Testing Sample:Grit Screenings Lab ID:92831784001 Collected:12/01/25 07:15 Received:12/01/25 12:35 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: EPA 7470 Preparation Method: EPA 7470 Leachate Method/Date: EPA 1311; 12/04/25 16:30 Pace Analytical Services - Ormond Beach 7470 Mercury, TCLP Mercury ND mg/L 12/07/25 14:07 7439-97-612/07/25 11:300.0020 1 Analytical Method: EPA 8270E Preparation Method: EPA 3510C Leachate Method/Date: EPA 1311; 12/03/25 16:17 Initial pH: 8.4; Final pH: Pace Analytical Services - Charlotte 8270E TCLP RVE 1,4-Dichlorobenzene ND ug/L 12/05/25 13:18 106-46-712/04/25 16:2850.0 1 2,4-Dinitrotoluene ND ug/L 12/05/25 13:18 121-14-212/04/25 16:2850.0 1 Hexachloro-1,3-butadiene ND ug/L 12/05/25 13:18 87-68-312/04/25 16:2850.0 1 Hexachlorobenzene ND ug/L 12/05/25 13:18 118-74-112/04/25 16:2850.0 1 Hexachloroethane ND ug/L 12/05/25 13:18 67-72-112/04/25 16:2850.0 1 2-Methylphenol(o-Cresol)ND ug/L 12/05/25 13:18 95-48-712/04/25 16:2850.0 1 3&4-Methylphenol(m&p Cresol)ND ug/L 12/05/25 13:18 15831-10-412/04/25 16:2850.0 1 Nitrobenzene ND ug/L 12/05/25 13:18 98-95-312/04/25 16:2850.0 1 Pentachlorophenol ND ug/L 12/05/25 13:18 87-86-512/04/25 16:281001 Pyridine ND ug/L 12/05/25 13:18 110-86-112/04/25 16:2850.0 1 2,4,5-Trichlorophenol ND ug/L 12/05/25 13:18 95-95-412/04/25 16:2850.0 1 2,4,6-Trichlorophenol ND ug/L 12/05/25 13:18 88-06-212/04/25 16:2850.0 1 Surrogates Nitrobenzene-d5 (S)39 %12/05/25 13:18 4165-60-012/04/25 16:2810-133 1 2-Fluorobiphenyl (S)24 %12/05/25 13:18 321-60-812/04/25 16:2810-130 1 Terphenyl-d14 (S)115 %12/05/25 13:18 1718-51-012/04/25 16:2810-193 1 Phenol-d6 (S)29 %12/05/25 13:18 13127-88-312/04/25 16:2810-130 1 2-Fluorophenol (S)34 %12/05/25 13:18 367-12-412/04/25 16:2810-130 1 2,4,6-Tribromophenol (S)70 %12/05/25 13:18 118-79-612/04/25 16:2810-166 1 Analytical Method: EPA 8260D Leachate Method/Date: EPA 1311; 12/04/25 10:22 Pace Analytical Services - Charlotte 8260D MSV TCLP Benzene ND ug/L 12/05/25 21:12 71-43-210020 2-Butanone (MEK)ND ug/L 12/05/25 21:12 78-93-320020 Carbon tetrachloride ND ug/L 12/05/25 21:12 56-23-510020 Chlorobenzene ND ug/L 12/05/25 21:12 108-90-710020 Chloroform ND ug/L 12/05/25 21:12 67-66-310020 1,4-Dichlorobenzene ND ug/L 12/05/25 21:12 106-46-710020 1,2-Dichloroethane ND ug/L 12/05/25 21:12 107-06-210020 1,1-Dichloroethene ND ug/L 12/05/25 21:12 75-35-410020 Tetrachloroethene ND ug/L 12/05/25 21:12 127-18-410020 Trichloroethene ND ug/L 12/05/25 21:12 79-01-610020 Vinyl chloride ND ug/L 12/05/25 21:12 75-01-410020 Surrogates 1,2-Dichloroethane-d4 (S)105 %12/05/25 21:12 17060-07-070-130 20 Toluene-d8 (S)100 %12/05/25 21:12 2037-26-570-130 20 4-Bromofluorobenzene (S)96 %12/05/25 21:12 460-00-470-130 20 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 6 of 33273 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92831784 TCLP Testing Sample:Grit Screenings Lab ID:92831784001 Collected:12/01/25 07:15 Received:12/01/25 12:35 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: SM 2540G-2011 Pace Analytical Services - Charlotte 2540G Total Percent Solids Total Solids 45.8 %12/01/25 17:240.10 1 Analytical Method: SW-846 Pace Analytical Services - Charlotte Percent Moisture Percent Moisture 54.2 %12/01/25 17:17 N20.10 1 Analytical Method: 1010B/ASTM D8175-18 Pace National - Mt. Juliet Wet Chemistry 1010B/ASTM D8175 Ignitability DNI at 170 deg F 12/10/25 16:0012/10/25 16:001 Analytical Method: EPA 9012B Preparation Method: 9012B Pace National - Mt. Juliet Wet Chemistry 9012B Cyanide, Reactive ND mg/kg 12/05/25 08:4812/04/25 19:500.500 2 Analytical Method: EPA 9030B Preparation Method: 9030B Pace National - Mt. Juliet Wet Chemistry 9034-9030B Sulfide, Reactive 96.1 mg/kg 12/10/25 15:1012/06/25 08:2475.0 1 Analytical Method: EPA 9045D Preparation Method: 9045C/9045D Pace National - Mt. Juliet Wet Chemistry 9045D pH 6.67 Std. Units 12/05/25 15:20 H312/05/25 10:370.10 1 Analytical Method: EPA 9095B Pace Analytical Services - Asheville 9095 Paint Filter Liquid Test Free Liquids PASS 12/10/25 15:371.0 1 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 7 of 33274 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92831784 TCLP Testing Sample:Rags Lab ID:92831784002 Collected:12/01/25 07:30 Received:12/01/25 12:35 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: EPA 8081B Preparation Method: 3510C Leachate Method/Date: 1311; 12/04/25 14:31 Initial pH: 5.71; Final pH: 5.12 Pace National - Mt. Juliet Pesticides (GC) 8081B TCLP Chlordane (Technical)ND mg/L 12/09/25 18:59 57-74-912/09/25 08:430.00500 1 Endrin ND mg/L 12/09/25 18:59 72-20-812/09/25 08:430.00500 1 gamma-BHC (Lindane)ND mg/L 12/09/25 18:59 58-89-912/09/25 08:430.00500 1 Heptachlor ND mg/L 12/09/25 18:59 76-44-812/09/25 08:430.00500 1 Heptachlor epoxide ND mg/L 12/09/25 18:59 1024-57-312/09/25 08:430.00500 1 Methoxychlor ND mg/L 12/09/25 18:59 72-43-512/09/25 08:430.00500 1 Toxaphene ND mg/L 12/09/25 18:59 8001-35-212/09/25 08:430.0100 1 Surrogates Decachlorobiphenyl (S)72.1 %12/09/25 18:59 2051-24-312/09/25 08:4310.0-128 1 Tetrachloro-m-xylene (S)92.8 %12/09/25 18:59 877-09-812/09/25 08:4310.0-127 1 Analytical Method: EPA 8151A Preparation Method: 8151A Leachate Method/Date: 1311; 12/04/25 14:31 Initial pH: 5.71; Final pH: 5.12 Pace National - Mt. Juliet Chlorinated Herb. (GC) 8151A 2,4,5-TP (Silvex)ND mg/L 12/08/25 19:09 93-72-112/07/25 05:260.00200 1 2,4-D ND mg/L 12/08/25 19:09 94-75-712/07/25 05:260.00200 1 Surrogates 2,4-DCAA (S)79.6 %12/08/25 19:09 19719-28-912/07/25 05:2614.0-158 1 Analytical Method: EPA 8082A Preparation Method: EPA 3546 Pace Analytical Services - Charlotte 8082 GCS PCB PCB-1016 (Aroclor 1016)ND ug/kg 12/12/25 17:25 12674-11-212/12/25 04:331872 PCB-1221 (Aroclor 1221)ND ug/kg 12/12/25 17:25 11104-28-212/12/25 04:331872 PCB-1232 (Aroclor 1232)ND ug/kg 12/12/25 17:25 11141-16-512/12/25 04:331872 PCB-1242 (Aroclor 1242)ND ug/kg 12/12/25 17:25 53469-21-912/12/25 04:331872 PCB-1248 (Aroclor 1248)ND ug/kg 12/12/25 17:25 12672-29-612/12/25 04:331872 PCB-1254 (Aroclor 1254)ND ug/kg 12/12/25 17:25 11097-69-112/12/25 04:331872 PCB-1260 (Aroclor 1260)ND ug/kg 12/12/25 17:25 11096-82-512/12/25 04:331872 Surrogates Decachlorobiphenyl (S)25 %12/12/25 17:25 2051-24-3 D312/12/25 04:3310-166 2 Analytical Method: EPA 6010 Preparation Method: EPA 3010 Leachate Method/Date: EPA 1311; 12/04/25 16:30 Pace Analytical Services - Ormond Beach 6010 MET ICP, TCLP Arsenic ND mg/L 12/05/25 14:37 7440-38-212/05/25 10:420.10 1 Barium ND mg/L 12/05/25 14:37 7440-39-312/05/25 10:420.10 1 Cadmium ND mg/L 12/05/25 14:37 7440-43-912/05/25 10:420.010 1 Chromium ND mg/L 12/05/25 14:37 7440-47-312/05/25 10:420.050 1 Lead ND mg/L 12/05/25 14:37 7439-92-1 L112/05/25 10:420.10 1 Selenium ND mg/L 12/05/25 14:37 7782-49-2 L112/05/25 10:420.15 1 Silver ND mg/L 12/05/25 14:37 7440-22-412/05/25 10:420.050 1 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 8 of 33275 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92831784 TCLP Testing Sample:Rags Lab ID:92831784002 Collected:12/01/25 07:30 Received:12/01/25 12:35 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: EPA 7470 Preparation Method: EPA 7470 Leachate Method/Date: EPA 1311; 12/04/25 16:30 Pace Analytical Services - Ormond Beach 7470 Mercury, TCLP Mercury ND mg/L 12/07/25 14:09 7439-97-612/07/25 11:300.0020 1 Analytical Method: EPA 8270E Preparation Method: EPA 3510C Leachate Method/Date: EPA 1311; 12/03/25 16:17 Initial pH: 5.8; Final pH: Pace Analytical Services - Charlotte 8270E TCLP RVE 1,4-Dichlorobenzene ND ug/L 12/05/25 13:42 106-46-712/04/25 16:2850.0 1 2,4-Dinitrotoluene ND ug/L 12/05/25 13:42 121-14-212/04/25 16:2850.0 1 Hexachloro-1,3-butadiene ND ug/L 12/05/25 13:42 87-68-312/04/25 16:2850.0 1 Hexachlorobenzene ND ug/L 12/05/25 13:42 118-74-112/04/25 16:2850.0 1 Hexachloroethane ND ug/L 12/05/25 13:42 67-72-112/04/25 16:2850.0 1 2-Methylphenol(o-Cresol)ND ug/L 12/05/25 13:42 95-48-712/04/25 16:2850.0 1 3&4-Methylphenol(m&p Cresol)204 ug/L 12/05/25 13:42 15831-10-412/04/25 16:2850.0 1 Nitrobenzene ND ug/L 12/05/25 13:42 98-95-312/04/25 16:2850.0 1 Pentachlorophenol ND ug/L 12/05/25 13:42 87-86-512/04/25 16:281001 Pyridine ND ug/L 12/05/25 13:42 110-86-112/04/25 16:2850.0 1 2,4,5-Trichlorophenol ND ug/L 12/05/25 13:42 95-95-412/04/25 16:2850.0 1 2,4,6-Trichlorophenol ND ug/L 12/05/25 13:42 88-06-212/04/25 16:2850.0 1 Surrogates Nitrobenzene-d5 (S)40 %12/05/25 13:42 4165-60-012/04/25 16:2810-133 1 2-Fluorobiphenyl (S)21 %12/05/25 13:42 321-60-812/04/25 16:2810-130 1 Terphenyl-d14 (S)112 %12/05/25 13:42 1718-51-012/04/25 16:2810-193 1 Phenol-d6 (S)32 %12/05/25 13:42 13127-88-312/04/25 16:2810-130 1 2-Fluorophenol (S)33 %12/05/25 13:42 367-12-412/04/25 16:2810-130 1 2,4,6-Tribromophenol (S)75 %12/05/25 13:42 118-79-612/04/25 16:2810-166 1 Analytical Method: EPA 8260D Leachate Method/Date: EPA 1311; 12/04/25 10:22 Pace Analytical Services - Charlotte 8260D MSV TCLP Benzene ND ug/L 12/05/25 21:30 71-43-210020 2-Butanone (MEK)395 ug/L 12/05/25 21:30 78-93-320020 Carbon tetrachloride ND ug/L 12/05/25 21:30 56-23-510020 Chlorobenzene ND ug/L 12/05/25 21:30 108-90-710020 Chloroform ND ug/L 12/05/25 21:30 67-66-310020 1,4-Dichlorobenzene ND ug/L 12/05/25 21:30 106-46-710020 1,2-Dichloroethane ND ug/L 12/05/25 21:30 107-06-210020 1,1-Dichloroethene ND ug/L 12/05/25 21:30 75-35-410020 Tetrachloroethene ND ug/L 12/05/25 21:30 127-18-410020 Trichloroethene ND ug/L 12/05/25 21:30 79-01-610020 Vinyl chloride ND ug/L 12/05/25 21:30 75-01-410020 Surrogates 1,2-Dichloroethane-d4 (S)100 %12/05/25 21:30 17060-07-070-130 20 Toluene-d8 (S)103 %12/05/25 21:30 2037-26-570-130 20 4-Bromofluorobenzene (S)96 %12/05/25 21:30 460-00-470-130 20 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 9 of 33276 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92831784 TCLP Testing Sample:Rags Lab ID:92831784002 Collected:12/01/25 07:30 Received:12/01/25 12:35 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: SM 2540G-2011 Pace Analytical Services - Charlotte 2540G Total Percent Solids Total Solids 35.7 %12/01/25 17:240.10 1 Analytical Method: SW-846 Pace Analytical Services - Charlotte Percent Moisture Percent Moisture 64.3 %12/01/25 17:17 N20.10 1 Analytical Method: 1010B/ASTM D8175-18 Pace National - Mt. Juliet Wet Chemistry 1010B/ASTM D8175 Ignitability DNI at 170 deg F 12/10/25 16:0012/10/25 16:001 Analytical Method: EPA 9012B Preparation Method: 9012B Pace National - Mt. Juliet Wet Chemistry 9012B Cyanide, Reactive 0.641 mg/kg 12/05/25 12:1012/04/25 19:500.500 2 Analytical Method: EPA 9030B Preparation Method: 9030B Pace National - Mt. Juliet Wet Chemistry 9034-9030B Sulfide, Reactive ND mg/kg 12/10/25 15:1012/06/25 08:2475.0 1 Analytical Method: EPA 9045D Preparation Method: 9045C/9045D Pace National - Mt. Juliet Wet Chemistry 9045D pH 5.60 Std. Units 12/05/25 15:20 H312/05/25 10:370.10 1 Analytical Method: EPA 9095B Pace Analytical Services - Asheville 9095 Paint Filter Liquid Test Free Liquids PASS 12/18/25 10:071.0 1 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 10 of 33277 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 2653712 3510C EPA 8081B Pesticides (GC) 8081B Laboratory:Pace National - Mt. Juliet Associated Lab Samples: Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:R4312025-1 Associated Lab Samples:92831784001, 92831784002 Matrix:Solid Analyzed Chlordane (Technical)mg/L ND 0.00500 12/09/25 18:16 Endrin mg/L ND 0.00500 12/09/25 18:16 gamma-BHC (Lindane)mg/L ND 0.00500 12/09/25 18:16 Heptachlor mg/L ND 0.00500 12/09/25 18:16 Heptachlor epoxide mg/L ND 0.00500 12/09/25 18:16 Methoxychlor mg/L ND 0.00500 12/09/25 18:16 Toxaphene mg/L ND 0.0100 12/09/25 18:16 Decachlorobiphenyl (S)%97.7 10.0-128 12/09/25 18:16 Tetrachloro-m-xylene (S)%86.4 10.0-127 12/09/25 18:16 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. R4312025-2LABORATORY CONTROL SAMPLE: LCSSpike Endrin mg/L 0.01090.0100 109 57.0-134 gamma-BHC (Lindane)mg/L 0.01100.0100 110 55.0-129 Heptachlor mg/L 0.009840.0100 98.4 27.0-132 Heptachlor epoxide mg/L 0.01050.0100 105 57.0-130 Methoxychlor mg/L 0.01140.0100 114 54.0-155 Decachlorobiphenyl (S)%93.7 10.0-128 Tetrachloro-m-xylene (S)%87.2 10.0-127 Parameter Units MS Result % Rec Limits Qual% RecConc. R4312025-3MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result L1924292-08 R4312025-4 MSD Result MSD % Rec RPD MSDMS Spike Conc. Endrin mg/L 0.0100 144 10.0-160137 4.980.0100ND ND ND gamma-BHC (Lindane)mg/L 0.0100 104 14.0-141100 3.920.0100ND ND ND Heptachlor mg/L 0.0100 87.7 16.0-13691.3 4.020.0100ND ND ND Heptachlor epoxide mg/L 0.0100 88.3 10.0-16085.8 2.870.0100ND ND ND Methoxychlor mg/L 0.0100 120 10.0-160121 0.8300.0100ND ND ND Decachlorobiphenyl (S)%29.0 10.0-12823.4 Tetrachloro-m-xylene (S)%85.8 10.0-12774.2 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 11 of 33278 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 2652617 8151A EPA 8151A Chlorinated Herb. (GC) 8151A Laboratory:Pace National - Mt. Juliet Associated Lab Samples:92831784001, 92831784002 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:R4311420-1 Associated Lab Samples:92831784001, 92831784002 Matrix:Solid Analyzed 2,4,5-TP (Silvex)mg/L ND 0.00200 12/08/25 14:11 2,4-D mg/L ND 0.00200 12/08/25 14:11 2,4-DCAA (S)%91.4 14.0-158 12/08/25 14:11 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. R4311420-2LABORATORY CONTROL SAMPLE: LCSSpike 2,4,5-TP (Silvex)mg/L 0.02440.0250 97.6 26.0-165 2,4-D mg/L 0.02420.0250 96.8 10.0-200 2,4-DCAA (S)%90.6 14.0-158 Parameter Units MS Result % Rec Limits Qual% RecConc. R4311420-3MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result L1923178-02 R4311420-4 MSD Result MSD % Rec RPD MSDMS Spike Conc. 2,4,5-TP (Silvex)mg/L 0.0250 85.6 26.0-16582.4 3.810.0250ND ND ND 2,4-D mg/L 0.0250 86.8 10.0-20084.0 3.280.0250ND ND ND 2,4-DCAA (S)%81.0 14.0-15880.2 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 12 of 33279 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 1150422 EPA 7470 EPA 7470 7470 Mercury TCLP Laboratory:Pace Analytical Services - Ormond Beach Associated Lab Samples:92831784001, 92831784002 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:6301023 Associated Lab Samples:92831784001, 92831784002 Matrix:Water Analyzed Mercury mg/L ND 0.00020 12/07/25 13:44 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 6305296LABORATORY CONTROL SAMPLE: LCSSpike Mercury mg/L 0.00220.002 110 80-120 Parameter Units MS Result % Rec Limits Qual% RecConc. 6305297MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92830057001 6305298 MSD Result MSD % Rec RPD MSDMS Spike Conc. Mercury mg/L 0.02 102 75-125104 10.02ND 0.021 0.021 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 13 of 33280 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 1149986 EPA 3010 EPA 6010 6010 MET TCLP Laboratory:Pace Analytical Services - Ormond Beach Associated Lab Samples:92831784001, 92831784002 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:6301023 Associated Lab Samples:92831784001, 92831784002 Matrix:Water Analyzed Arsenic mg/L ND 0.010 12/05/25 14:11 Barium mg/L ND 0.010 12/05/25 14:11 Cadmium mg/L ND 0.0010 12/05/25 14:11 Chromium mg/L ND 0.0050 12/05/25 14:11 Lead mg/L 0.086 0.010 12/05/25 14:11 Selenium mg/L ND 0.015 12/05/25 14:11 Silver mg/L ND 0.0050 12/05/25 14:11 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 6302800LABORATORY CONTROL SAMPLE: LCSSpike Arsenic mg/L 0.280.25 111 80-120 Barium mg/L 0.270.25 107 80-120 Cadmium mg/L 0.0240.025 98 80-120 Chromium mg/L 0.250.25 102 80-120 Lead mg/L 0.32 L10.25 128 80-120 Selenium mg/L 0.30 L10.25 121 80-120 Silver mg/L 0.0270.025 109 80-120 Parameter Units MS Result % Rec Limits Qual% RecConc. 6302801MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92830057001 6302802 MSD Result MSD % Rec RPD MSDMS Spike Conc. Arsenic mg/L 2.5 99 75-12593 42.51.1 3.6 3.5 Barium mg/L 2.5 111 75-125105 52.5ND 2.9 2.7 Cadmium mg/L 0.25 98 75-12599 10.25ND 0.25 0.25 Chromium mg/L M12.5 42 75-1254 12.591.0 92.1 91.1 Lead mg/L 2.5 103 75-125101 22.5ND 2.9 2.8 Selenium mg/L 2.5 97 75-12593 32.5ND 2.7 2.6 Silver mg/L 0.25 86 75-125890.25ND .21J .22J REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 14 of 33281 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 977338 EPA 8260D EPA 8260D 8260D MSV TCLP Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92831784001, 92831784002 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:5025716 Associated Lab Samples:92831784001, 92831784002 Matrix:Water Analyzed 1,1-Dichloroethene ug/L ND 5.0 12/05/25 14:15 1,2-Dichloroethane ug/L ND 5.0 12/05/25 14:15 1,4-Dichlorobenzene ug/L ND 5.0 12/05/25 14:15 2-Butanone (MEK)ug/L ND 10.0 12/05/25 14:15 Benzene ug/L ND 5.0 12/05/25 14:15 Carbon tetrachloride ug/L ND 5.0 12/05/25 14:15 Chlorobenzene ug/L ND 5.0 12/05/25 14:15 Chloroform ug/L ND 5.0 12/05/25 14:15 Tetrachloroethene ug/L ND 5.0 12/05/25 14:15 Trichloroethene ug/L ND 5.0 12/05/25 14:15 Vinyl chloride ug/L ND 5.0 12/05/25 14:15 1,2-Dichloroethane-d4 (S)%104 70-130 12/05/25 14:15 4-Bromofluorobenzene (S)%95 70-130 12/05/25 14:15 Toluene-d8 (S)%100 70-130 12/05/25 14:15 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 5025715LABORATORY CONTROL SAMPLE: LCSSpike 1,1-Dichloroethene ug/L 22.220 111 69-131 1,2-Dichloroethane ug/L 21.020 105 70-130 1,4-Dichlorobenzene ug/L 20.320 101 70-130 2-Butanone (MEK)ug/L 39.840 100 67-133 Benzene ug/L 20.520 102 70-130 Carbon tetrachloride ug/L 19.920 100 70-130 Chlorobenzene ug/L 20.720 103 70-130 Chloroform ug/L 20.120 100 70-130 Tetrachloroethene ug/L 20.220 101 70-130 Trichloroethene ug/L 20.120 101 70-130 Vinyl chloride ug/L 19.420 97 66-140 1,2-Dichloroethane-d4 (S)%106 70-130 4-Bromofluorobenzene (S)%99 70-130 Toluene-d8 (S)%99 70-130 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 15 of 33282 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. Parameter Units MS Result % Rec Limits Qual% RecConc. 5025717MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92831888001 5025718 MSD Result MSD % Rec RPD MSDMS Spike Conc. 1,1-Dichloroethene ug/L 20 101 64-16211020NDNDND 1,2-Dichloroethane ug/L 20 102 68-14510420NDNDND 1,4-Dichlorobenzene ug/L 20 102 70-1409920NDNDND 2-Butanone (MEK)ug/L 40 99 57-15610840NDNDND Benzene ug/L 20 98 68-1449620NDNDND Carbon tetrachloride ug/L 20 95 70-1479120NDNDND Chlorobenzene ug/L 20 106 70-14310720NDNDND Chloroform ug/L 20 104 67-1489820NDNDND Tetrachloroethene ug/L 20 88 70-1458220NDNDND Trichloroethene ug/L 20 90 70-1528320NDNDND Vinyl chloride ug/L 20 99 51-1789320NDNDND 1,2-Dichloroethane-d4 (S)%106 70-130106 4-Bromofluorobenzene (S)%97 70-13098 Toluene-d8 (S)%102 70-130101 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 16 of 33283 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 978748 EPA 3546 EPA 8082A 8082 GCS PCB Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92831784001, 92831784002 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:5033118 Associated Lab Samples:92831784001, 92831784002 Matrix:Solid Analyzed PCB-1016 (Aroclor 1016)ug/kg ND 33.0 12/12/25 19:56 PCB-1221 (Aroclor 1221)ug/kg ND 33.0 12/12/25 19:56 PCB-1232 (Aroclor 1232)ug/kg ND 33.0 12/12/25 19:56 PCB-1242 (Aroclor 1242)ug/kg ND 33.0 12/12/25 19:56 PCB-1248 (Aroclor 1248)ug/kg ND 33.0 12/12/25 19:56 PCB-1254 (Aroclor 1254)ug/kg ND 33.0 12/12/25 19:56 PCB-1260 (Aroclor 1260)ug/kg ND 33.0 12/12/25 19:56 Decachlorobiphenyl (S)%92 10-166 12/12/25 19:56 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 5033119LABORATORY CONTROL SAMPLE: LCSSpike PCB-1016 (Aroclor 1016)ug/kg 105167 63 39-130 PCB-1260 (Aroclor 1260)ug/kg 111167 67 44-130 Decachlorobiphenyl (S)%70 10-166 Parameter Units MS Result % Rec Limits Qualifiers% RecConc. 5033120MATRIX SPIKE SAMPLE: MSSpike Result 92834182001 PCB-1016 (Aroclor 1016)ug/kg 96.5180 53 10-130ND PCB-1260 (Aroclor 1260)ug/kg 101180 56 10-135ND Decachlorobiphenyl (S)%58 10-166 Parameter Units Dup Result QualifiersRPDResult 92834182002 5033161SAMPLE DUPLICATE: PCB-1016 (Aroclor 1016)ug/kg NDND PCB-1221 (Aroclor 1221)ug/kg NDND PCB-1232 (Aroclor 1232)ug/kg NDND PCB-1242 (Aroclor 1242)ug/kg NDND PCB-1248 (Aroclor 1248)ug/kg NDND PCB-1254 (Aroclor 1254)ug/kg NDND PCB-1260 (Aroclor 1260)ug/kg NDND Decachlorobiphenyl (S)%6467 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 17 of 33284 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 977061 EPA 3510C EPA 8270E 8270E TCLP MSSV Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92831784001, 92831784002 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:5021819 Associated Lab Samples:92831784001, 92831784002 Matrix:Water Analyzed 1,4-Dichlorobenzene ug/L ND 50.0 12/05/25 11:41 2,4,5-Trichlorophenol ug/L ND 50.0 12/05/25 11:41 2,4,6-Trichlorophenol ug/L ND 50.0 12/05/25 11:41 2,4-Dinitrotoluene ug/L ND 50.0 12/05/25 11:41 2-Methylphenol(o-Cresol)ug/L ND 50.0 12/05/25 11:41 3&4-Methylphenol(m&p Cresol)ug/L ND 50.0 12/05/25 11:41 Hexachloro-1,3-butadiene ug/L ND 50.0 12/05/25 11:41 Hexachlorobenzene ug/L ND 50.0 12/05/25 11:41 Hexachloroethane ug/L ND 50.0 12/05/25 11:41 Nitrobenzene ug/L ND 50.0 12/05/25 11:41 Pentachlorophenol ug/L ND 100 12/05/25 11:41 Pyridine ug/L ND 50.0 12/05/25 11:41 2,4,6-Tribromophenol (S)%69 10-166 12/05/25 11:41 2-Fluorobiphenyl (S)%20 10-130 12/05/25 11:41 2-Fluorophenol (S)%36 10-130 12/05/25 11:41 Nitrobenzene-d5 (S)%46 10-133 12/05/25 11:41 Phenol-d6 (S)%32 10-130 12/05/25 11:41 Terphenyl-d14 (S)%117 10-193 12/05/25 11:41 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 5023787LABORATORY CONTROL SAMPLE: LCSSpike 1,4-Dichlorobenzene ug/L 130500 26 10-130 2,4,5-Trichlorophenol ug/L 251500 50 36-150 2,4,6-Trichlorophenol ug/L 205500 41 30-151 2,4-Dinitrotoluene ug/L 323500 65 46-160 2-Methylphenol(o-Cresol)ug/L 280500 56 32-130 3&4-Methylphenol(m&p Cresol)ug/L 277500 55 29-130 Hexachloro-1,3-butadiene ug/L 157500 31 10-130 Hexachlorobenzene ug/L 356500 71 40-139 Hexachloroethane ug/L 109500 22 10-130 Nitrobenzene ug/L 288500 58 33-136 Pentachlorophenol ug/L 3251000 33 19-156 Pyridine ug/L 224500 45 10-130 2,4,6-Tribromophenol (S)%70 10-166 2-Fluorobiphenyl (S)%48 10-130 2-Fluorophenol (S)%36 10-130 Nitrobenzene-d5 (S)%52 10-133 Phenol-d6 (S)%36 10-130 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 18 of 33285 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 5023787LABORATORY CONTROL SAMPLE: LCSSpike Terphenyl-d14 (S)%81 10-193 Parameter Units MS Result % Rec Limits Qual% RecConc. 5023788MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92831645001 5023789 MSD Result MSD % Rec RPD MSDMS Spike Conc. 1,4-Dichlorobenzene ug/L R15001110-13021 67500ND52.8 106 2,4,5-Trichlorophenol ug/L 500 66 10-17464 3500ND329320 2,4,6-Trichlorophenol ug/L 500 66 10-17363 5500ND329313 2,4-Dinitrotoluene ug/L 500 82 29-16878 5500ND412390 2-Methylphenol(o-Cresol)ug/L 500 58 10-13055 4500ND288275 3&4-Methylphenol(m&p Cresol) ug/L 500 58 10-13254 6500ND288270 Hexachloro-1,3-butadiene ug/L R15001210-13025 71500ND58.6 123 Hexachlorobenzene ug/L 500 87 27-14579 10500ND433394 Hexachloroethane ug/L M1500710-13019500ND35.2J 94.2 Nitrobenzene ug/L 500 54 10-14559 8500ND272295 Pentachlorophenol ug/L 1000 80 10-17874 81000ND805742 Pyridine ug/L M1500210-1303500ND10.6J 15.7J 2,4,6-Tribromophenol (S)%86 10-16680 2-Fluorobiphenyl (S)%36 10-13042 2-Fluorophenol (S)%39 10-13035 Nitrobenzene-d5 (S)%52 10-13349 Phenol-d6 (S)%34 10-13031 Terphenyl-d14 (S)%106 10-19391 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 19 of 33286 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 976274 SW-846 SW-846 Dry Weight/Percent Moisture Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92831784001, 92831784002 Parameter Units Dup Result QualifiersRPDResult 92831438001 5019250SAMPLE DUPLICATE: Percent Moisture %77.0 N2076.8 Parameter Units Dup Result QualifiersRPDResult 92831464003 5019251SAMPLE DUPLICATE: Percent Moisture %29.4 N2428.3 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 20 of 33287 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 2654690 1010B/ASTM D8175-18 1010B/ASTM D8175-18 Wet Chemistry 1010B/ASTM D8175 Laboratory:Pace National - Mt. Juliet Associated Lab Samples:92831784001, 92831784002 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. R4312564-1LABORATORY CONTROL SAMPLE & LCSD: LCSSpike LCSD % Rec RPD Max RPD LCSD Result R4312564-2 Ignitability deg F 127126 101 96.5-103101128 0.786 10 Parameter Units Dup Result QualifiersRPDResult L1923709-02 R4312564-3SAMPLE DUPLICATE: Ignitability deg F DNI at 170 0.00ND Parameter Units Dup Result QualifiersRPDResult L1923841-01 R4312564-4SAMPLE DUPLICATE: Ignitability deg F DNI at 170 0.00ND REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 21 of 33288 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 2651835 9012B EPA 9012B Wet Chemistry 9012B Laboratory:Pace National - Mt. Juliet Associated Lab Samples:92831784001, 92831784002 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:R4310328-1 Associated Lab Samples:92831784001, 92831784002 Matrix:Solid Analyzed Cyanide, Reactive mg/kg ND 0.250 12/05/25 08:41 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. R4310328-2LABORATORY CONTROL SAMPLE: LCSSpike Cyanide, Reactive mg/kg 2.822.50 113 85.0-115 Parameter Units MS Result % Rec Limits Qual% RecConc. R4310328-3MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result L1923773-01 R4310328-4 MSD Result MSD % Rec RPD MSDMS Spike Conc. Cyanide, Reactive mg/kg 1.67 96.3 75.0-12593.5 2.941.67ND ND ND Parameter Units MS Result % Rec Limits Qualifiers% RecConc. R4310328-6MATRIX SPIKE SAMPLE: MSSpike Result L1923773-03 Cyanide, Reactive mg/kg ND ML1.67 74.6 75.0-125ND Parameter Units Dup Result QualifiersRPDResult L1923773-02 R4310328-5SAMPLE DUPLICATE: Cyanide, Reactive mg/kg ND 0.00ND REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 22 of 33289 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 2653397 9030B EPA 9030B Wet Chemistry 9034-9030B Laboratory:Pace National - Mt. Juliet Associated Lab Samples:92831784001, 92831784002 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:R4312462-1 Associated Lab Samples:92831784001, 92831784002 Matrix:Solid Analyzed Sulfide, Reactive mg/kg ND 75.0 12/10/25 15:10 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. R4312462-2LABORATORY CONTROL SAMPLE: LCSSpike Sulfide, Reactive mg/kg 90.9100 90.9 53.8-124 Parameter Units MS Result % Rec Limits Qual% RecConc. R4312462-3MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result L1924831-13 R4312462-4 MSD Result MSD % Rec RPD MSDMS Spike Conc. Sulfide, Reactive mg/kg 100 131 10.0-136115 10.310034.8 ND ND REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 23 of 33290 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 2652830 9045C/9045D EPA 9045D Wet Chemistry 9045D Laboratory:Pace National - Mt. Juliet Associated Lab Samples:92831784001, 92831784002 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. R4310446-1LABORATORY CONTROL SAMPLE: LCSSpike pH Std. Units 9.9910.0 99.9 99.0-101 Parameter Units Dup Result QualifiersRPDResult L1924170-01 R4310446-3SAMPLE DUPLICATE: pH Std. Units 8.31 0.2418.29 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 24 of 33291 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 2652830 EPA 9045D EPA 9045D Wet Chemistry 9045D Laboratory:Pace National - Mt. Juliet Associated Lab Samples:92831784001, 92831784002 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. R4310446-1LABORATORY CONTROL SAMPLE: LCSSpike pH Std. Units 9.9910.0 99.9 99.0-101 Parameter Units Dup Result QualifiersRPDResult L1924170-01 R4310446-3SAMPLE DUPLICATE: pH Std. Units 8.31 0.2418.29 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 25 of 33292 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 978219 EPA 9095B EPA 9095B 9095 PAINT FILTER LIQUID TEST Laboratory:Pace Analytical Services - Asheville Associated Lab Samples:92831784001 Parameter Units Dup Result QualifiersRPDResult 92832954001 5029769SAMPLE DUPLICATE: Free Liquids PASSPASS REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 26 of 33293 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92831784 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 980078 EPA 9095B EPA 9095B 9095 PAINT FILTER LIQUID TEST Laboratory:Pace Analytical Services - Asheville Associated Lab Samples:92831784002 Parameter Units Dup Result QualifiersRPDResult 92834587001 5039475SAMPLE DUPLICATE: Free Liquids PASSPASS REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 27 of 33294 #=QL# QUALIFIERS Pace Project No.: Project: 92831784 TCLP Testing DEFINITIONS DF - Dilution Factor, if reported, represents the factor applied to the reported data due to dilution of the sample aliquot. ND - Not Detected at or above adjusted reporting limit. TNTC - Too Numerous To Count J - Estimated concentration above the adjusted method detection limit and below the adjusted reporting limit. MDL - Adjusted Method Detection Limit. PQL - Practical Quantitation Limit. RL - Reporting Limit - The lowest concentration value that meets project requirements for quantitative data with known precision and bias for a specific analyte in a specific matrix. S - Surrogate 1,2-Diphenylhydrazine decomposes to and cannot be separated from Azobenzene using Method 8270. The result for each analyte is a combined concentration. Consistent with EPA guidelines, unrounded data are displayed and have been used to calculate % recovery and RPD values. LCS(D) - Laboratory Control Sample (Duplicate) MS(D) - Matrix Spike (Duplicate) DUP - Sample Duplicate RPD - Relative Percent Difference NC - Not Calculable. SG - Silica Gel - Clean-Up U - Indicates the compound was analyzed for, but not detected. Acid preservation may not be appropriate for 2 Chloroethylvinyl ether. A separate vial preserved to a pH of 4-5 is recommended in SW846 Chapter 4 for the analysis of Acrolein and Acrylonitrile by EPA Method 8260. N-Nitrosodiphenylamine decomposes and cannot be separated from Diphenylamine using Method 8270. The result reported for each analyte is a combined concentration. Reported results are not rounded until the final step prior to reporting. Therefore, calculated parameters that are typically reported as "Total" may vary slightly from the sum of the reported component parameters. Pace Analytical is TNI accredited. Contact your Pace PM for the current list of accredited analytes. TNI - The NELAC Institute. WORKORDER QUALIFIERS WO: 92831784 All Reactive Cyanide results reported in the attached report were determined as totals using method 9012 B.[1] All Reactive Sulfide results reported in the attached report were determined as totals using method 9034-9030B.[1] SAMPLE QUALIFIERS Sample: 92831784001 Wet Chemistry by Method 9045D - 6.67 at 19.2C[1] Sample: 92831784002 Wet Chemistry by Method 9045D - 5.6 at 18.6C[1] Sample: R4310446-1 Wet Chemistry by Method 9045D - 9.99 at 18.2C[1] Sample: R4310446-3 Wet Chemistry by Method 9045D - 8.31 at 18.5C[1] Sample: L1924170-01 Wet Chemistry by Method 9045D - 8.29 at 18.7C[1] REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 28 of 33295 #=QL# QUALIFIERS Pace Project No.: Project: 92831784 TCLP Testing ANALYTE QUALIFIERS Sample was diluted due to the presence of high levels of non-target analytes or other matrix interference.D3 Sample was received or analysis requested beyond the recognized method holding time.H3 Analyte recovery in the laboratory control sample (LCS) was above QC limits. Results for this analyte in associated samples may be biased high.L1 Matrix spike recovery exceeded QC limits. Batch accepted based on laboratory control sample (LCS) recovery.M1 Matrix spike recovery and/or matrix spike duplicate recovery was below laboratory control limits. Result may be biased low.ML The lab does not hold NELAC/TNI accreditation for this parameter but other accreditations/certifications may apply. A complete list of accreditations/certifications is available upon request.N2 RPD value was outside control limits.R1 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 29 of 33296 #=CR# QUALITY CONTROL DATA CROSS REFERENCE TABLE Pace Project No.: Project: 92831784 TCLP Testing Lab ID Sample ID QC Batch Method QC Batch Analytical Method Analytical Batch 92831784001 2653712 2653712Grit Screenings 3510C EPA 8081B 92831784002 2653712 2653712Rags3510CEPA 8081B 92831784001 2652617 2652617Grit Screenings 8151A EPA 8151A 92831784002 2652617 2652617Rags8151AEPA 8151A 92831784001 978748 978898Grit Screenings EPA 3546 EPA 8082A 92831784002 978748 978898RagsEPA 3546 EPA 8082A 92831784001 1149986 1150081Grit Screenings EPA 3010 EPA 6010 92831784002 1149986 1150081RagsEPA 3010 EPA 6010 92831784001 1150422 1150442Grit Screenings EPA 7470 EPA 7470 92831784002 1150422 1150442RagsEPA 7470 EPA 7470 92831784001 977061 977219Grit Screenings EPA 3510C EPA 8270E 92831784002 977061 977219RagsEPA 3510C EPA 8270E 92831784001 977338Grit Screenings EPA 8260D 92831784002 977338RagsEPA 8260D 92831784001 976384Grit Screenings SM 2540G-2011 92831784002 976384RagsSM 2540G-2011 92831784001 976274Grit Screenings SW-846 92831784002 976274RagsSW-846 92831784001 2654690Grit Screenings 1010B/ASTM D8175-18 92831784002 2654690Rags1010B/ASTM D8175-18 92831784001 2651835 2651835Grit Screenings 9012B EPA 9012B 92831784002 2651835 2651835Rags9012BEPA 9012B 92831784001 2653397 2653397Grit Screenings 9030B EPA 9030B 92831784002 2653397 2653397Rags9030BEPA 9030B 92831784001 2652830 2652830Grit Screenings 9045C/9045D EPA 9045D 92831784002 2652830 2652830Rags9045C/9045D EPA 9045D 92831784001 978219Grit Screenings EPA 9095B 92831784002 980078RagsEPA 9095B REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 12/18/2025 11:41 AM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 30 of 33297 Page 31 of 33298 Page 32 of 33299 Page 33 of 33300 #=CL# July 07, 2025 LIMS USE: FR - KEITH PURGASON LIMS OBJECT ID: 92801413 92801413 Project: Pace Project No.: RE: Keith Purgason Union County Public Works 8299 Kensington Drive Waxhaw, NC 28173 TCLP Testing Dear Keith Purgason: Enclosed are the analytical results for sample(s) received by the laboratory on June 10, 2025. The results relate only to the samples included in this report. Results reported herein conform to the applicable TNI/NELAC Standards and the laboratory's Quality Manual, where applicable, unless otherwise noted in the body of the report. The test results provided in this final report were generated by each of the following laboratories within the Pace Network: • Pace National - Mt. Juliet • Pace Analytical Services - Asheville • Pace Analytical Services - Charlotte • Pace Analytical Services - Ormond Beach If you have any questions concerning this report, please feel free to contact me. Sincerely, Stephanie Knott stephanie.knott@pacelabs.com Project Manager 704-977-0981 Enclosures cc:Julian Coley Jonathan Jordan Kevin Merrill REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC. Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 1 of 36301 #=CP# CERTIFICATIONS Pace Project No.: Project: 92801413 TCLP Testing Pace Analytical Services Ormond Beach 8 East Tower Circle, Ormond Beach, FL 32174 Alaska DEC- CS/UST/LUST Alabama Certification #: 41320 California Certification# 3096 Colorado Certification: FL NELAC Reciprocity Connecticut Certification #: PH-0216 Delaware Certification: FL NELAC Reciprocity DoD-ANAB #:ADE-3199 Florida Certification #: E83079 Georgia Certification #: 955 Guam Certification: FL NELAC Reciprocity Hawaii Certification: FL NELAC Reciprocity Illinois Certification #: 200068 Indiana Certification: FL NELAC Reciprocity Kansas Certification #: E-10383 Kentucky Certification #: 90050 Louisiana Certification #: FL NELAC Reciprocity Louisiana Environmental Certificate #: 05007 Maine Certification #: FL01264 Maryland Certification: #346 Massachusetts Certification #: M-FL1264 Michigan Certification #: 9911 Mississippi Certification: FL NELAC Reciprocity Missouri Certification #: 236 Montana Certification #: Cert 0074 Nebraska Certification: NE-OS-28-14 Nevada Certification: FL NELAC Reciprocity New Hampshire Certification #: 2958 New Jersey Certification #: FL022 New York Certification #: 11608 North Carolina Environmental Certificate #: 667 North Carolina Certification #: 12710 North Dakota Certification #: R-216 Ohio DEP 87780 Oklahoma Certification #: D9947 Pennsylvania Certification #: 68-00547 Puerto Rico Certification #: FL01264 South Carolina Certification: #96042001 Tennessee Certification #: TN02974 Texas Certification: FL NELAC Reciprocity US Virgin Islands Certification: FL NELAC Reciprocity Utah Utah FL NELAC Reciprocity Virginia Environmental Certification #: 460165 Washington Certification #: C955 West Virginia Certification #: 9962C Wisconsin Certification #: 399079670 Wyoming (EPA Region 8): FL NELAC Reciprocity Pace Analytical Services National 12065 Lebanon Road, Mt. Juliet, TN 37122 Alabama Certification #: 40660 Alaska Certification 17-026 Arizona Certification #: AZ0612 Arkansas Certification #: 88-0469 California Certification #: 2932 Canada Certification #: 1461.01 Colorado Certification #: TN00003 Connecticut Certification #: PH-0197 DOD Certification: #1461.01 EPA# TN00003 Florida Certification #: E87487 Georgia DW Certification #: 923 Georgia Certification: NELAP Idaho Certification #: TN00003 Illinois Certification #: 200008 Indiana Certification #: C-TN-01 Iowa Certification #: 364 Kansas Certification #: E-10277 Kentucky UST Certification #: 16 Kentucky Certification #: 90010 Louisiana Certification #: AI30792 Louisiana DW Certification #: LA180010 Maine Certification #: TN0002 Maryland Certification #: 324 Massachusetts Certification #: M-TN003 Michigan Certification #: 9958 Minnesota Certification #: 047-999-395 Mississippi Certification #: TN00003 Missouri Certification #: 340 Montana Certification #: CERT0086 Nebraska Certification #: NE-OS-15-05 Nevada Certification #: TN-03-2002-34 New Hampshire Certification #: 2975 New Jersey Certification #: TN002 New Mexico DW Certification New York Certification #: 11742 North Carolina Aquatic Toxicity Certification #: 41 North Carolina Drinking Water Certification #: 21704 North Carolina Environmental Certificate #: 375 North Dakota Certification #: R-140 Ohio VAP Certification #: CL0069 Oklahoma Certification #: 9915 Oregon Certification #: TN200002 Pennsylvania Certification #: 68-02979 Rhode Island Certification #: LAO00356 South Carolina Certification #: 84004 South Dakota Certification Tennessee DW/Chem/Micro Certification #: 2006 Texas Certification #: T 104704245-17-14 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC. Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 2 of 36302 #=CP# CERTIFICATIONS Pace Project No.: Project: 92801413 TCLP Testing Pace Analytical Services National Texas Mold Certification #: LAB0152 USDA Soil Permit #: P330-15-00234 Utah Certification #: TN00003 Virginia Certification #: VT2006 Vermont Dept. of Health: ID# VT-2006 Virginia Certification #: 460132 Washington Certification #: C847 West Virginia Certification #: 233 Wisconsin Certification #: 998093910 Wyoming UST Certification #: via A2LA 2926.01 A2LA-ISO 17025 Certification #: 1461.01 A2LA-ISO 17025 Certification #: 1461.02 AIHA-LAP/LLC EMLAP Certification #:100789 Pace Analytical Services Charlotte South Carolina Laboratory ID: 99006 9800 Kincey Ave. Ste 100, Huntersville, NC 28078 North Carolina Drinking Water Certification #: 37706 North Carolina Field Services Certification #: 5342 North Carolina Wastewater Certification #: 12 South Carolina Laboratory ID: 99006 South Carolina Certification #: 99006001 South Carolina Drinking Water Cert. #: 99006003 Florida/NELAP Certification #: E87627 Kentucky UST Certification #: 84 Louisiana DoH Drinking Water #: LA029 Virginia/VELAP Certification #: 460221 Pace Analytical Services Asheville 2225 Riverside Drive, Asheville, NC 28804 Florida/NELAP Certification #: E87648 North Carolina Drinking Water Certification #: 37712 North Carolina Wastewater Certification #: 40 South Carolina Laboratory ID: 99030 South Carolina Certification #: 99030001 Virginia/VELAP Certification #: 460222 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC. Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 3 of 36303 #=SA# SAMPLE ANALYTE COUNT Pace Project No.: Project: 92801413 TCLP Testing Lab ID Sample ID Method Analytes Reported LaboratoryAnalysts 92801413001 UC12-BFP-1-CAKE EPA 8151A 3 PANHMH EPA 8081B 9 PASI-CSEM EPA 8082A 8 PASI-CBAJ EPA 6010 7 PASI-OJMP2 EPA 7470 1 PASI-OJNK EPA 8270E 18 PASI-CICO EPA 8260D 14 PASI-CSAS SM 2540G-2011 1 PASI-CKDF SW-846 1 PASI-CKDF EPA 9095B 1 PASI-ASMS PAN = Pace National - Mt. Juliet PASI-A = Pace Analytical Services - Asheville PASI-C = Pace Analytical Services - Charlotte PASI-O = Pace Analytical Services - Ormond Beach REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC. Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 4 of 36304 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92801413 TCLP Testing Sample:UC12-BFP-1-CAKE Lab ID:92801413001 Collected:06/10/25 06:45 Received:06/10/25 12:55 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: EPA 8151A Preparation Method: 8151A Leachate Method/Date: 1311; 06/12/25 18:20 Initial pH: 6.54; Final pH: 5.02 Pace National - Mt. Juliet Chlorinated Herb. (GC) 8151A 2,4,5-TP (Silvex)ND mg/L 06/20/25 22:18 93-72-106/19/25 16:480.00200 1 2,4-D ND mg/L 06/20/25 22:18 94-75-706/19/25 16:480.00200 1 Surrogates 2,4-DCAA (S)90.0 %06/20/25 22:18 19719-28-906/19/25 16:4814.0-158 1 Analytical Method: EPA 8081B Preparation Method: EPA 3510C Leachate Method/Date: EPA 1311; 06/13/25 16:39 Initial pH: 6.9; Final pH: 5 Pace Analytical Services - Charlotte 8081 TCLP Pesticides RVE gamma-BHC (Lindane)ND ug/L 06/19/25 07:52 58-89-906/18/25 22:010.50 1 Chlordane (Technical)ND ug/L 06/19/25 07:52 57-74-906/18/25 22:013.0 1 Endrin ND ug/L 06/19/25 07:52 72-20-806/18/25 22:010.50 1 Heptachlor ND ug/L 06/19/25 07:52 76-44-806/18/25 22:010.50 1 Heptachlor epoxide ND ug/L 06/19/25 07:52 1024-57-306/18/25 22:010.50 1 Methoxychlor ND ug/L 06/19/25 07:52 72-43-506/18/25 22:0110001 Toxaphene ND ug/L 06/19/25 07:52 8001-35-206/18/25 22:013.0 1 Surrogates Decachlorobiphenyl (S)92 %06/19/25 07:52 2051-24-306/18/25 22:0110-200 1 Tetrachloro-m-xylene (S)45 %06/19/25 07:52 877-09-806/18/25 22:0110-190 1 Analytical Method: EPA 8082A Preparation Method: EPA 3546 Pace Analytical Services - Charlotte 8082 GCS PCB PCB-1016 (Aroclor 1016)ND ug/kg 06/27/25 08:53 12674-11-206/26/25 16:452091 PCB-1221 (Aroclor 1221)ND ug/kg 06/27/25 08:53 11104-28-206/26/25 16:452091 PCB-1232 (Aroclor 1232)ND ug/kg 06/27/25 08:53 11141-16-506/26/25 16:452091 PCB-1242 (Aroclor 1242)ND ug/kg 06/27/25 08:53 53469-21-906/26/25 16:452091 PCB-1248 (Aroclor 1248)ND ug/kg 06/27/25 08:53 12672-29-606/26/25 16:452091 PCB-1254 (Aroclor 1254)ND ug/kg 06/27/25 08:53 11097-69-106/26/25 16:452091 PCB-1260 (Aroclor 1260)ND ug/kg 06/27/25 08:53 11096-82-506/26/25 16:452091 Surrogates Decachlorobiphenyl (S)38 %06/27/25 08:53 2051-24-306/26/25 16:4510-166 1 Analytical Method: EPA 6010 Preparation Method: EPA 3010 Leachate Method/Date: EPA 1311; 06/12/25 14:21 Pace Analytical Services - Ormond Beach 6010 MET ICP, TCLP Arsenic ND mg/L 06/16/25 09:12 7440-38-206/13/25 09:550.10 1 Barium ND mg/L 06/16/25 09:12 7440-39-306/13/25 09:550.10 1 Cadmium ND mg/L 06/16/25 09:12 7440-43-906/13/25 09:550.010 1 Chromium ND mg/L 06/16/25 09:12 7440-47-306/13/25 09:550.050 1 Lead 0.10 mg/L 06/16/25 09:12 7439-92-106/13/25 09:550.10 1 Selenium ND mg/L 06/16/25 09:12 7782-49-206/13/25 09:550.15 1 Silver ND mg/L 06/16/25 09:12 7440-22-406/13/25 09:550.050 1 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 5 of 36305 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92801413 TCLP Testing Sample:UC12-BFP-1-CAKE Lab ID:92801413001 Collected:06/10/25 06:45 Received:06/10/25 12:55 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: EPA 7470 Preparation Method: EPA 7470 Leachate Method/Date: EPA 1311; 06/12/25 14:21 Pace Analytical Services - Ormond Beach 7470 Mercury, TCLP Mercury ND mg/L 06/18/25 12:56 7439-97-606/18/25 09:290.0020 1 Analytical Method: EPA 8270E Preparation Method: EPA 3510C Leachate Method/Date: EPA 1311; 06/13/25 16:39 Initial pH: 6.9; Final pH: 5 Pace Analytical Services - Charlotte 8270E TCLP RVE 1,4-Dichlorobenzene ND ug/L 06/17/25 12:57 106-46-706/16/25 16:2850.0 1 2,4-Dinitrotoluene ND ug/L 06/17/25 12:57 121-14-206/16/25 16:2850.0 1 Hexachloro-1,3-butadiene ND ug/L 06/17/25 12:57 87-68-306/16/25 16:2850.0 1 Hexachlorobenzene ND ug/L 06/17/25 12:57 118-74-106/16/25 16:2850.0 1 Hexachloroethane ND ug/L 06/17/25 12:57 67-72-106/16/25 16:2850.0 1 2-Methylphenol(o-Cresol)ND ug/L 06/17/25 12:57 95-48-706/16/25 16:2850.0 1 3&4-Methylphenol(m&p Cresol)ND ug/L 06/17/25 12:57 15831-10-406/16/25 16:2850.0 1 Nitrobenzene ND ug/L 06/17/25 12:57 98-95-306/16/25 16:2850.0 1 Pentachlorophenol ND ug/L 06/17/25 12:57 87-86-506/16/25 16:281001 Pyridine ND ug/L 06/17/25 12:57 110-86-1 M106/16/25 16:2850.0 1 2,4,5-Trichlorophenol ND ug/L 06/17/25 12:57 95-95-406/16/25 16:2850.0 1 2,4,6-Trichlorophenol ND ug/L 06/17/25 12:57 88-06-206/16/25 16:2850.0 1 Surrogates Nitrobenzene-d5 (S)33 %06/17/25 12:57 4165-60-006/16/25 16:2810-133 1 2-Fluorobiphenyl (S)27 %06/17/25 12:57 321-60-806/16/25 16:2810-130 1 Terphenyl-d14 (S)91 %06/17/25 12:57 1718-51-006/16/25 16:2810-193 1 Phenol-d6 (S)32 %06/17/25 12:57 13127-88-306/16/25 16:2810-130 1 2-Fluorophenol (S)32 %06/17/25 12:57 367-12-406/16/25 16:2810-130 1 2,4,6-Tribromophenol (S)71 %06/17/25 12:57 118-79-606/16/25 16:2810-166 1 Analytical Method: EPA 8260D Leachate Method/Date: EPA 1311; 06/17/25 10:42 Pace Analytical Services - Charlotte 8260D MSV TCLP Benzene ND ug/L 06/18/25 21:26 71-43-210020 2-Butanone (MEK)ND ug/L 06/18/25 21:26 78-93-320020 Carbon tetrachloride ND ug/L 06/18/25 21:26 56-23-510020 Chlorobenzene ND ug/L 06/18/25 21:26 108-90-710020 Chloroform ND ug/L 06/18/25 21:26 67-66-310020 1,4-Dichlorobenzene ND ug/L 06/18/25 21:26 106-46-710020 1,2-Dichloroethane ND ug/L 06/18/25 21:26 107-06-210020 1,1-Dichloroethene ND ug/L 06/18/25 21:26 75-35-410020 Tetrachloroethene ND ug/L 06/18/25 21:26 127-18-410020 Trichloroethene ND ug/L 06/18/25 21:26 79-01-610020 Vinyl chloride ND ug/L 06/18/25 21:26 75-01-410020 Surrogates 1,2-Dichloroethane-d4 (S)105 %06/18/25 21:26 17060-07-070-130 20 Toluene-d8 (S)101 %06/18/25 21:26 2037-26-570-130 20 4-Bromofluorobenzene (S)97 %06/18/25 21:26 460-00-470-130 20 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 6 of 36306 #=AR# ANALYTICAL RESULTS Pace Project No.: Project: 92801413 TCLP Testing Sample:UC12-BFP-1-CAKE Lab ID:92801413001 Collected:06/10/25 06:45 Received:06/10/25 12:55 Matrix:Solid Results reported on a "dry weight" basis and are adjusted for percent moisture, sample size and any dilutions. Parameters Results Units DF Prepared Analyzed CAS No.QualReport Limit Analytical Method: SM 2540G-2011 Pace Analytical Services - Charlotte 2540G Total Percent Solids Total Solids 15.8 %06/10/25 17:200.10 1 Analytical Method: SW-846 Pace Analytical Services - Charlotte Percent Moisture Percent Moisture 84.2 %06/10/25 17:13 N20.10 1 Analytical Method: EPA 9095B Pace Analytical Services - Asheville 9095 Paint Filter Liquid Test Free Liquids PASS 06/11/25 16:161.0 1 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 7 of 36307 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 2540308 8151A EPA 8151A Chlorinated Herb. (GC) 8151A Laboratory:Pace National - Mt. Juliet Associated Lab Samples:92801413001 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:R4234617-1 Associated Lab Samples:92801413001 Matrix:Solid Analyzed 2,4,5-TP (Silvex)mg/L ND 0.00200 06/20/25 18:57 2,4-D mg/L ND 0.00200 06/20/25 18:57 2,4-DCAA (S)%76 14.0-158 06/20/25 18:57 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. R4234617-2LABORATORY CONTROL SAMPLE: LCSSpike 2,4,5-TP (Silvex)mg/L 0.02170.0250 86.8 50.0-125 2,4-D mg/L 0.02230.0250 89.2 50.0-120 2,4-DCAA (S)%85.0 14.0-158 Parameter Units MS Result % Rec Limits Qual% RecConc. R4234617-3MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result L1869745-01 R4234617-4 MSD Result MSD % Rec RPD MSDMS Spike Conc. 2,4,5-TP (Silvex)mg/L 0.0250 83.2 50.0-12583.6 0.4800.0250ND ND ND 2,4-D mg/L 0.0250 90.0 50.0-12082.0 9.300.0250ND ND ND 2,4-DCAA (S)%83.0 14.0-15885.0 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 8 of 36308 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 1106767 EPA 7470 EPA 7470 7470 Mercury TCLP Laboratory:Pace Analytical Services - Ormond Beach Associated Lab Samples:92801413001 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:6064075 Associated Lab Samples:92801413001 Matrix:Water Analyzed Mercury mg/L ND 0.00020 06/18/25 12:40 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 6071618LABORATORY CONTROL SAMPLE: LCSSpike Mercury mg/L 0.00200.002 101 80-120 Parameter Units MS Result % Rec Limits Qual% RecConc. 6071619MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92801151001 6071620 MSD Result MSD % Rec RPD MSDMS Spike Conc. Mercury mg/L 0.02 101 75-12598 40.02ND 0.020 0.020 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 9 of 36309 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 1105637 EPA 3010 EPA 6010 6010 MET TCLP Laboratory:Pace Analytical Services - Ormond Beach Associated Lab Samples:92801413001 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:6064075 Associated Lab Samples:92801413001 Matrix:Water Analyzed Arsenic mg/L ND 0.010 06/20/25 07:24 Barium mg/L ND 0.010 06/20/25 07:24 Cadmium mg/L ND 0.0010 06/20/25 07:24 Chromium mg/L ND 0.0050 06/20/25 07:24 Lead mg/L ND 0.010 06/20/25 07:24 Selenium mg/L ND 0.015 06/20/25 07:24 Silver mg/L ND 0.0050 06/20/25 07:24 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 6065993LABORATORY CONTROL SAMPLE: LCSSpike Arsenic mg/L 0.270.25 107 80-120 Barium mg/L 0.240.25 97 80-120 Cadmium mg/L 0.0240.025 97 80-120 Chromium mg/L 0.250.25 98 80-120 Lead mg/L 0.230.25 94 80-120 Selenium mg/L 0.290.25 116 80-120 Silver mg/L 0.0280.025 111 80-120 Parameter Units MS Result % Rec Limits Qual% RecConc. 6065994MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92801151001 6065995 MSD Result MSD % Rec RPD MSDMS Spike Conc. Arsenic mg/L 2.5 99 75-12599 02.5ND 2.5 2.5 Barium mg/L 2.5 102 75-125102 12.5ND 2.6 2.6 Cadmium mg/L 0.25 99 75-125100 10.25ND 0.25 0.25 Chromium mg/L 2.5 100 75-125100 12.5ND 2.5 2.5 Lead mg/L 2.5 99 75-12599 02.5ND 2.5 2.5 Selenium mg/L 2.5 92 75-12594 22.5ND 2.3 2.4 Silver mg/L 0.25 102 75-125103 10.25ND 0.26 0.26 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 10 of 36310 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 942690 EPA 8260D EPA 8260D 8260D MSV TCLP Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92801413001 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:4844488 Associated Lab Samples:92801413001 Matrix:Water Analyzed 1,1-Dichloroethene ug/L ND 5.0 06/18/25 10:58 1,2-Dichloroethane ug/L ND 5.0 06/18/25 10:58 1,4-Dichlorobenzene ug/L ND 5.0 06/18/25 10:58 2-Butanone (MEK)ug/L ND 10.0 06/18/25 10:58 Benzene ug/L ND 5.0 06/18/25 10:58 Carbon tetrachloride ug/L ND 5.0 06/18/25 10:58 Chlorobenzene ug/L ND 5.0 06/18/25 10:58 Chloroform ug/L ND 5.0 06/18/25 10:58 Tetrachloroethene ug/L ND 5.0 06/18/25 10:58 Trichloroethene ug/L ND 5.0 06/18/25 10:58 Vinyl chloride ug/L ND 5.0 06/18/25 10:58 1,2-Dichloroethane-d4 (S)%100 70-130 06/18/25 10:58 4-Bromofluorobenzene (S)%96 70-130 06/18/25 10:58 Toluene-d8 (S)%100 70-130 06/18/25 10:58 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 4844487LABORATORY CONTROL SAMPLE: LCSSpike 1,1-Dichloroethene ug/L 20.520 103 69-131 1,2-Dichloroethane ug/L 20.320 102 70-130 1,4-Dichlorobenzene ug/L 19.420 97 70-130 2-Butanone (MEK)ug/L 40.940 102 67-133 Benzene ug/L 20.220 101 70-130 Carbon tetrachloride ug/L 18.520 93 70-130 Chlorobenzene ug/L 19.720 99 70-130 Chloroform ug/L 19.120 96 70-130 Tetrachloroethene ug/L 18.620 93 70-130 Trichloroethene ug/L 19.620 98 70-130 Vinyl chloride ug/L 17.320 87 66-140 1,2-Dichloroethane-d4 (S)%102 70-130 4-Bromofluorobenzene (S)%100 70-130 Toluene-d8 (S)%100 70-130 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 11 of 36311 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. Parameter Units MS Result % Rec Limits Qual% RecConc. 4844489MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92802308001 4844490 MSD Result MSD % Rec RPD MSDMS Spike Conc. 1,1-Dichloroethene ug/L 20 92 64-1629320NDNDND 1,2-Dichloroethane ug/L 20 95 68-1459220NDNDND 1,4-Dichlorobenzene ug/L 20 126 70-14011120NDNDND 2-Butanone (MEK)ug/L 40 106 57-15611040NDNDND Benzene ug/L 20 103 68-14410620NDNDND Carbon tetrachloride ug/L 20 95 70-1479220NDNDND Chlorobenzene ug/L 20 112 70-14310620NDNDND Chloroform ug/L 20 101 67-14810420NDNDND Tetrachloroethene ug/L 20 92 70-1459520NDNDND Trichloroethene ug/L 20 90 70-1529020NDNDND Vinyl chloride ug/L 20 82 51-1787120NDNDND 1,2-Dichloroethane-d4 (S)%101 70-130103 4-Bromofluorobenzene (S)%99 70-130100 Toluene-d8 (S)%100 70-130101 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 12 of 36312 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 942664 EPA 3510C EPA 8081B 8081 TCLP Pesticides RV Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92801413001 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:4838798 Associated Lab Samples:92801413001 Matrix:Water Analyzed Chlordane (Technical)ug/L ND 3.0 06/18/25 16:28 Endrin ug/L ND 0.50 06/18/25 16:28 gamma-BHC (Lindane)ug/L ND 0.50 06/18/25 16:28 Heptachlor ug/L ND 0.50 06/18/25 16:28 Heptachlor epoxide ug/L ND 0.50 06/18/25 16:28 Methoxychlor ug/L ND 1000 06/18/25 16:28 Toxaphene ug/L ND 3.0 06/18/25 16:28 Decachlorobiphenyl (S)%159 10-200 06/18/25 16:28 Tetrachloro-m-xylene (S)%73 10-190 06/18/25 16:28 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 4844427LABORATORY CONTROL SAMPLE: LCSSpike Endrin ug/L 0.961.2 77 35-200 gamma-BHC (Lindane)ug/L 1.11.2 91 24-165 Heptachlor ug/L 1.21.2 93 18-183 Heptachlor epoxide ug/L 1.01.2 81 31-159 Methoxychlor ug/L 2.7J3.8 73 28-173 Decachlorobiphenyl (S)%151 10-200 Tetrachloro-m-xylene (S)%62 10-190 Parameter Units MS Result % Rec Limits Qual% RecConc. 4844428MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92801483001 4844429 MSD Result MSD % Rec RPD MSDMS Spike Conc. Endrin ug/L R11.2 54 10-200111 691.2ND 0.68 1.4 gamma-BHC (Lindane)ug/L R11.2 61 10-188110 581.2ND 0.76 1.4 Heptachlor ug/L R11.2 64 10-200125 641.2ND 0.80 1.6 Heptachlor epoxide ug/L R11.2 47 10-186101 741.2ND 0.58 1.3 Methoxychlor ug/L 3.8 54 10-1941063.8ND 2J 4J Decachlorobiphenyl (S)%107 10-200182 Tetrachloro-m-xylene (S)%25 10-190105 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 13 of 36313 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 944505 EPA 3546 EPA 8082A 8082 GCS PCB Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92801413001 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:4854219 Associated Lab Samples:92801413001 Matrix:Solid Analyzed PCB-1016 (Aroclor 1016)ug/kg ND 33.0 06/27/25 09:43 PCB-1221 (Aroclor 1221)ug/kg ND 33.0 06/27/25 09:43 PCB-1232 (Aroclor 1232)ug/kg ND 33.0 06/27/25 09:43 PCB-1242 (Aroclor 1242)ug/kg ND 33.0 06/27/25 09:43 PCB-1248 (Aroclor 1248)ug/kg ND 33.0 06/27/25 09:43 PCB-1254 (Aroclor 1254)ug/kg ND 33.0 06/27/25 09:43 PCB-1260 (Aroclor 1260)ug/kg ND 33.0 06/27/25 09:43 Decachlorobiphenyl (S)%85 10-166 06/27/25 09:43 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 4854220LABORATORY CONTROL SAMPLE: LCSSpike PCB-1016 (Aroclor 1016)ug/kg 140167 84 39-130 PCB-1260 (Aroclor 1260)ug/kg 152167 91 44-130 Decachlorobiphenyl (S)%90 10-166 Parameter Units MS Result % Rec Limits Qual% RecConc. 4854221MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92801413001 4854222 MSD Result MSD % Rec RPD MSDMS Spike Conc. PCB-1016 (Aroclor 1016)ug/kg 1070 58 10-13050 161050ND619525 PCB-1260 (Aroclor 1260)ug/kg 1070 29 10-13533 81050ND314342 Decachlorobiphenyl (S)%40 10-16641 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 14 of 36314 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 942218 EPA 3510C EPA 8270E 8270E TCLP MSSV Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92801413001 Parameter Units Blank Result Reporting Limit Qualifiers METHOD BLANK:4840623 Associated Lab Samples:92801413001 Matrix:Water Analyzed 1,4-Dichlorobenzene ug/L ND 50.0 06/17/25 12:05 2,4,5-Trichlorophenol ug/L ND 50.0 06/17/25 12:05 2,4,6-Trichlorophenol ug/L ND 50.0 06/17/25 12:05 2,4-Dinitrotoluene ug/L ND 50.0 06/17/25 12:05 2-Methylphenol(o-Cresol)ug/L ND 50.0 06/17/25 12:05 3&4-Methylphenol(m&p Cresol)ug/L ND 50.0 06/17/25 12:05 Hexachloro-1,3-butadiene ug/L ND 50.0 06/17/25 12:05 Hexachlorobenzene ug/L ND 50.0 06/17/25 12:05 Hexachloroethane ug/L ND 50.0 06/17/25 12:05 Nitrobenzene ug/L ND 50.0 06/17/25 12:05 Pentachlorophenol ug/L ND 100 06/17/25 12:05 Pyridine ug/L ND 50.0 06/17/25 12:05 2,4,6-Tribromophenol (S)%84 10-166 06/17/25 12:05 2-Fluorobiphenyl (S)%72 10-130 06/17/25 12:05 2-Fluorophenol (S)%60 10-130 06/17/25 12:05 Nitrobenzene-d5 (S)%80 10-133 06/17/25 12:05 Phenol-d6 (S)%49 10-130 06/17/25 12:05 Terphenyl-d14 (S)%103 10-193 06/17/25 12:05 Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 4842654LABORATORY CONTROL SAMPLE: LCSSpike 1,4-Dichlorobenzene ug/L 298500 60 10-130 2,4,5-Trichlorophenol ug/L 441500 88 36-150 2,4,6-Trichlorophenol ug/L 442500 88 30-151 2,4-Dinitrotoluene ug/L 495500 99 46-160 2-Methylphenol(o-Cresol)ug/L 438500 88 32-130 3&4-Methylphenol(m&p Cresol)ug/L 423500 85 29-130 Hexachloro-1,3-butadiene ug/L 348500 70 10-130 Hexachlorobenzene ug/L 472500 94 40-139 Hexachloroethane ug/L 308500 62 10-130 Nitrobenzene ug/L 465500 93 33-136 Pentachlorophenol ug/L 9541000 95 19-156 Pyridine ug/L 58.0500 12 10-130 2,4,6-Tribromophenol (S)%99 10-166 2-Fluorobiphenyl (S)%83 10-130 2-Fluorophenol (S)%67 10-130 Nitrobenzene-d5 (S)%90 10-133 Phenol-d6 (S)%57 10-130 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 15 of 36315 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. Parameter Units LCS Result % Rec Limits Qualifiers% RecConc. 4842654LABORATORY CONTROL SAMPLE: LCSSpike Terphenyl-d14 (S)%106 10-193 Parameter Units MS Result % Rec Limits Qual% RecConc. 4842655MATRIX SPIKE & MATRIX SPIKE DUPLICATE: MSSpike Result 92801413001 4842656 MSD Result MSD % Rec RPD MSDMS Spike Conc. 1,4-Dichlorobenzene ug/L 500 30 10-13036 17500ND150178 2,4,5-Trichlorophenol ug/L 500 79 10-17490 13500ND396449 2,4,6-Trichlorophenol ug/L 500 76 10-17386 13500ND380432 2,4-Dinitrotoluene ug/L 500 93 29-16898 5500ND467489 2-Methylphenol(o-Cresol)ug/L 500 74 10-13086 15500ND368428 3&4-Methylphenol(m&p Cresol) ug/L 500 71 10-13282 16500ND353412 Hexachloro-1,3-butadiene ug/L 500 41 10-13045 10500ND204226 Hexachlorobenzene ug/L 500 87 27-14593 7500ND434466 Hexachloroethane ug/L 500 29 10-13033 12500ND147166 Nitrobenzene ug/L 500 73 10-14584 14500ND367421 Pentachlorophenol ug/L 1000 96 10-17898 21000ND960983 Pyridine ug/L M1500510-1309500ND22.7J 47J 2,4,6-Tribromophenol (S)%77 10-16686 2-Fluorobiphenyl (S)%47 10-13066 2-Fluorophenol (S)%40 10-13050 Nitrobenzene-d5 (S)%49 10-13367 Phenol-d6 (S)%39 10-13047 Terphenyl-d14 (S)%88 10-19391 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 16 of 36316 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 940995 SW-846 SW-846 Dry Weight/Percent Moisture Laboratory:Pace Analytical Services - Charlotte Associated Lab Samples:92801413001 Parameter Units Dup Result QualifiersRPDResult 92801096021 4836129SAMPLE DUPLICATE: Percent Moisture %11.5 N2311.9 Parameter Units Dup Result QualifiersRPDResult 92801413001 4836130SAMPLE DUPLICATE: Percent Moisture %84.2 N2084.2 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 17 of 36317 #=QC# QUALITY CONTROL DATA Pace Project No.: Project: 92801413 TCLP Testing Results presented on this page are in the units indicated by the "Units" column except where an alternate unit is presented to the right of the result. QC Batch: QC Batch Method: Analysis Method: Analysis Description: 941293 EPA 9095B EPA 9095B 9095 PAINT FILTER LIQUID TEST Laboratory:Pace Analytical Services - Asheville Associated Lab Samples:92801413001 Parameter Units Dup Result QualifiersRPDResult 92801154001 4837515SAMPLE DUPLICATE: Free Liquids FAILFAIL REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 18 of 36318 #=QL# QUALIFIERS Pace Project No.: Project: 92801413 TCLP Testing DEFINITIONS DF - Dilution Factor, if reported, represents the factor applied to the reported data due to dilution of the sample aliquot. ND - Not Detected at or above adjusted reporting limit. TNTC - Too Numerous To Count J - Estimated concentration above the adjusted method detection limit and below the adjusted reporting limit. MDL - Adjusted Method Detection Limit. PQL - Practical Quantitation Limit. RL - Reporting Limit - The lowest concentration value that meets project requirements for quantitative data with known precision and bias for a specific analyte in a specific matrix. S - Surrogate 1,2-Diphenylhydrazine decomposes to and cannot be separated from Azobenzene using Method 8270. The result for each analyte is a combined concentration. Consistent with EPA guidelines, unrounded data are displayed and have been used to calculate % recovery and RPD values. LCS(D) - Laboratory Control Sample (Duplicate) MS(D) - Matrix Spike (Duplicate) DUP - Sample Duplicate RPD - Relative Percent Difference NC - Not Calculable. SG - Silica Gel - Clean-Up U - Indicates the compound was analyzed for, but not detected. Acid preservation may not be appropriate for 2 Chloroethylvinyl ether. A separate vial preserved to a pH of 4-5 is recommended in SW846 Chapter 4 for the analysis of Acrolein and Acrylonitrile by EPA Method 8260. N-Nitrosodiphenylamine decomposes and cannot be separated from Diphenylamine using Method 8270. The result reported for each analyte is a combined concentration. Reported results are not rounded until the final step prior to reporting. Therefore, calculated parameters that are typically reported as "Total" may vary slightly from the sum of the reported component parameters. Pace Analytical is TNI accredited. Contact your Pace PM for the current list of accredited analytes. TNI - The NELAC Institute. ANALYTE QUALIFIERS Matrix spike recovery exceeded QC limits. Batch accepted based on laboratory control sample (LCS) recovery.M1 The lab does not hold NELAC/TNI accreditation for this parameter but other accreditations/certifications may apply. A complete list of accreditations/certifications is available upon request.N2 RPD value was outside control limits.R1 REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 19 of 36319 #=CR# QUALITY CONTROL DATA CROSS REFERENCE TABLE Pace Project No.: Project: 92801413 TCLP Testing Lab ID Sample ID QC Batch Method QC Batch Analytical Method Analytical Batch 92801413001 2540308 2540308UC12-BFP-1-CAKE 8151A EPA 8151A 92801413001 942664 942760UC12-BFP-1-CAKE EPA 3510C EPA 8081B 92801413001 944505 944634UC12-BFP-1-CAKE EPA 3546 EPA 8082A 92801413001 1105637 1105881UC12-BFP-1-CAKE EPA 3010 EPA 6010 92801413001 1106767 1106841UC12-BFP-1-CAKE EPA 7470 EPA 7470 92801413001 942218 942337UC12-BFP-1-CAKE EPA 3510C EPA 8270E 92801413001 942690UC12-BFP-1-CAKE EPA 8260D 92801413001 941253UC12-BFP-1-CAKE SM 2540G-2011 92801413001 940995UC12-BFP-1-CAKE SW-846 92801413001 941293UC12-BFP-1-CAKE EPA 9095B REPORT OF LABORATORY ANALYSIS This report shall not be reproduced, except in full, without the written consent of Pace Analytical Services, LLC.Date: 07/07/2025 04:53 PM Pace Analytical Services, LLC 9800 Kincey Ave. Suite 100 Huntersville, NC 28078 (704)875-9092 Page 20 of 36320 Page 21 of 36321 Page 22 of 36322 Page 23 of 36323 39 Spruce Street * East Longmeadow, MA 01028 * FAX 413/525-6405 * TEL. 413/525-2332 Pace Analytical Services, LLC - East Longmeadow, Ma June 26, 2025 Stephanie Knott Pace Analytical Services - NC 1377 South Park Dr. Kernersville, NC 27284 Project Location: TCLP Tsting Client Job Number: Project Number: 92801413 Laboratory Work Order Number: 25F0823 Enclosed are results of analyses for samples as received by the laboratory on June 11, 2025. If you have any questions concerning this report, please feel free to contact me. Sincerely, Rebecca Faust Project Manager Page 24 of 36324 Table of Contents Sample Summary 3 Case Narrative 4 Sample Results 5 25F0823-01 5 Sample Preparation Information 6 QC Data 7 Conventional Chemistry Parameters by EPA/APHA/SW-846 Methods (Total) 7 B407270 7 B407418 7 B407664 7 B408068 7 Flag/Qualifier Summary 8 Certifications 9 Chain of Custody/Sample Receipt 10 Page 25 of 36325 39 Spruce Street * East Longmeadow, MA 01028 * FAX 413/525-6405 * TEL. 413/525-2332 Pace Analytical Services, LLC - East Longmeadow, Ma ANALYTICAL SUMMARY 6/26/2025 Pace Analytical Services - NC 1377 South Park Dr. Kernersville, NC 27284 ATTN: Stephanie Knott 92801413 25F0823 The results of analyses performed on the following samples submitted to Pace Analytical Services, LLC - East Longmeadow, Ma, are found in this report. PROJECT LOCATION: PURCHASE ORDER NUMBER: PROJECT NUMBER: REPORT DATE: WORK ORDER NUMBER: FIELD SAMPLE #LAB ID:MATRIX TESTSAMPLE DESCRIPTION SUB LAB TCLP Tsting UC12-BRP-1-CAKE 25F0823-01 Soil SW-846 1030 SW-846 9014 SW-846 9030A SW-846 9045D [TOC_1]Sample Summary[TOC] Page 26 of 36326 39 Spruce Street * East Longmeadow, MA 01028 * FAX 413/525-6405 * TEL. 413/525-2332 Pace Analytical Services, LLC - East Longmeadow, Ma CASE NARRATIVE SUMMARY All reported results are within defined laboratory quality control objectives unless listed below or otherwise qualified in this report. [TOC_1]Case Narrative[TOC] SW-846 9045D Qualifications: Sample received after recommended holding time was exceeded. Analyte & Samples(s) Qualified: H-03 pH 25F0823-01[UC12-BRP-1-CAKE] The results of analyses reported only relate to samples submitted to Pace Analytical Services, LLC - East Longmeadow, Ma, for testing. I certify that the analyses listed above, unless specifically listed as subcontracted, if any, were performed under my direction according to the approved methodologies listed in this document, and that based upon my inquiry of those individuals immediately responsible for obtaining the information, the material contained in this report is, to the best of my knowledge and belief, accurate and complete. Lisa A. Worthington Technical Representative Page 27 of 36327 39 Spruce Street * East Longmeadow, MA 01028 * FAX 413/525-6405 * TEL. 413/525-2332 Pace Analytical Services, LLC - East Longmeadow, Ma Date Received: 6/11/2025 Work Order: 25F0823Sample Description:Project Location: TCLP Tsting Sample ID: 25F0823-01 Field Sample #: UC12-BRP-1-CAKE Sample Matrix: Soil Sampled: 6/10/2025 06:45 [TOC_2]25F0823-01[TOC] AnalystAnalyzedDFFlag/QualRLResultsAnalyte Date/Time DL Units Date PreparedMethod Conventional Chemistry Parameters by EPA/APHA/SW-846 Methods (Total) Absent 6/25/25 13:21 EDSpresent/absent 6/25/25SW-846 10301Ignitability 6.3 6/12/25 23:48 JFpH Units 6/12/25SW-846 9045D1H-03pH @20.6C ND 3.9 6/17/25 14:00 ECmg/Kg3.9 6/16/25SW-846 90141Reactive Cyanide ND 20 6/18/25 14:00 ECmg/L20 6/18/25SW-846 9030A1Reactive Sulfide [TOC_1]Sample Results[TOC] Page 28 of 36328 39 Spruce Street * East Longmeadow, MA 01028 * FAX 413/525-6405 * TEL. 413/525-2332 Pace Analytical Services, LLC - East Longmeadow, Ma Sample Extraction Data SW-846 1030 Lab Number [Field ID]Batch DateInitial [g] B408068 06/25/2550.025F0823-01 [UC12-BRP-1-CAKE] SW-846 9014 Lab Number [Field ID]Batch DateInitial [g]Final [mL] B407418 06/16/2525.5 25025F0823-01 [UC12-BRP-1-CAKE] Prep Method: SW-846 7.3-SW-846 9030A Lab Number [Field ID]Batch DateInitial [g]Final [mL] B407664 06/18/2525.0 25025F0823-01 [UC12-BRP-1-CAKE] SW-846 9045D Lab Number [Field ID]Batch DateInitial [g] B407270 06/12/2520.025F0823-01 [UC12-BRP-1-CAKE] [TOC_1]Sample Preparation Information[TOC] Page 29 of 36329 39 Spruce Street * East Longmeadow, MA 01028 * FAX 413/525-6405 * TEL. 413/525-2332 Pace Analytical Services, LLC - East Longmeadow, Ma Result Limit Reporting Units Level Spike Result Source %REC %REC Limits RPD RPD Limit Notes Analyte Conventional Chemistry Parameters by EPA/APHA/SW-846 Methods (Total) - Quality Control QUALITY CONTROL [TOC_2]Conventional Chemistry Parameters by EPA/APHA/SW-846 Methods (Total)[TOC] DL Batch B407270 - SW-846 9045D [TOC_3]B407270[TOC] LCS (B407270-BS1) Prepared & Analyzed: 06/12/25 pH pH Units 6.000 90-11099.35.96 Duplicate (B407270-DUP1) Prepared & Analyzed: 06/12/25 Source: 25F0823-01 pH pH Units 12.50.6026.3 6.3 Batch B407418 - SW-846 9014 [TOC_3]B407418[TOC] Blank (B407418-BLK1) Prepared: 06/16/25 Analyzed: 06/17/25 Reactive Cyanide mg/Kg0.40ND 0.40 LCS (B407418-BS1) Prepared: 06/16/25 Analyzed: 06/17/25 Reactive Cyanide mg/Kg0.40 10.00 83.6-11593.49.3 0.40 Batch B407664 - SW-846 7.3 [TOC_3]B407664[TOC] Blank (B407664-BLK1) Prepared & Analyzed: 06/18/25 Reactive Sulfide mg/L2.0ND 2.0 LCS (B407664-BS1) Prepared & Analyzed: 06/18/25 Reactive Sulfide mg/L2.0 10.05 77.2-118103102.0 Batch B408068 - SW-846 1030 [TOC_3]B408068[TOC] Blank (B408068-BLK1) Prepared & Analyzed: 06/25/25 Ignitability present/ab sent Absent [TOC_1]QC Data[TOC] Page 30 of 36330 39 Spruce Street * East Longmeadow, MA 01028 * FAX 413/525-6405 * TEL. 413/525-2332 Pace Analytical Services, LLC - East Longmeadow, Ma *QC result is outside of established limits. Wide recovery limits established for difficult compound. Wide RPD limits established for difficult compound. #Data exceeded client recommended or regulatory level Percent recoveries and relative percent differences (RPDs) are determined by the software using values in the calculation which have not been rounded. No results have been blank subtracted unless specified in the case narrative section. RL Reporting Limit DL Method Detection Limit MCL Maximum Contaminant Level ND Not Detected FLAG/QUALIFIER SUMMARY Sample received after recommended holding time was exceeded.H-03 [TOC_1]Flag/Qualifier Summary[TOC] Page 31 of 36331 39 Spruce Street * East Longmeadow, MA 01028 * FAX 413/525-6405 * TEL. 413/525-2332 Pace Analytical Services, LLC - East Longmeadow, Ma CertificationsAnalyte CERTIFICATIONS Certified Analyses included in this Report SW-846 1030 in Soil NC,NY,NH,CT,ME,VAIgnitability SW-846 9045D in Soil NYpH [TOC_1]Certifications[TOC] Pace Analytical Services, LLC - East Longmeadow, Ma, operates under the following certifications and accreditations: Code Description Number Expires PH-0821Connecticut Department of Public HealthCT 12/31/2026 10899 NELAPNew York State Department of HealthNY 04/1/2026 2516 NELAPNew Hampshire Environmental LabNH 02/5/2026 652North Carolina Div. of Water QualityNC 12/31/2025 MA00100State of MaineME 06/9/2027 460217Commonwealth of VirginiaVA 12/14/2025 Page 32 of 36332 Page 33 of 36333 Page 34 of 36334 Page 35 of 36335 Page 36 of 36336 Request for Proposals 2026-044 Aeration Tank Cleaning ADDENDUM No. 3 ISSUE DATE: February 27, 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. 337 Page 2 of 2 Union County, North Carolina Addendum No. 3, RFP 2026-044 Aeration Tank Cleaning Delete/Add/Replace Section 1. Add: Additional Non mandatory site visit A second A Non-Mandatory Pre-proposal and Site Visit Meeting: This is a non-mandatory meeting that will take place on March 5, 2026 at 11:00 AM EST at the Twelve Mile Creek WRF, 8299 Kensington Dr. Waxhaw NC 28173. Representatives from Union County Water will be on-hand to give a brief overview of the project and to answer questions. Attendance at this meeting is strongly encouraged. If you plan to walk out to the aeration basin, we ask that all attendees wear closed-toe shoes for safety. Question/Answer Section 1. Question: Who is responsible for the replacement of damaged diffusers? Answer: The selected contractor will be responsible for the replacement or repair of any damaged diffusers as a result of the contractor’s operations during the performance of the work. Prior to the start of cleaning activities, the County may add water and air to the basin to allow both the County and the selected contractor to document and verify the condition of the existing diffusers. This will establish the baseline condition of the equipment before work begins. 2. Question: Are there any filtrate limitations? Answer: Yes. Please refer to Section 4.1 of the RFP. 3. Question: Are there any dry bed availability of drying beds? Answer: No. Disposal of all removed materials is the responsibility of the selected contractor, in accordance with the RFP requirements. End of Addendum No. 3 338 339 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-289 Agenda Date:5/18/2026 TITLE:..title Contract - Crooked Creek WRF Filter Replacement INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with Hazen and Sawyer, P.C. substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Capital Improvement Program for Union County Water, as adopted by the Board of County Commissioners, includes funding for rehab and renewal of the Crooked Creek WRF. An evaluation was completed on the Crooked Creek WRF to assess the condition of the facility and identify infrastructure that requires improvements. The filter equipment provides treatment to meet NCDEQ effluent discharge limits. The existing filters are no longer operational due to their age and inability to source outdated components necessary for repair; therefore, this filter replacement project was identified as the first priority for replacement for the facility to continue to comply with its effluent discharge limits. Hazen and Sawyer, P.C. has been selected to provide engineering design and bid services for Task Order 10022-01: Crooked Creek WRF Filter Replacement. Hazen and Sawyer, P.C. was chosen from a list of vendors previously selected from RFQ 2026-002 - Engineering Services for Water Reclamation Facility Improvements to provide these services for Union County Projects. FINANCIAL IMPACT: The total cost of Task Order 10022-01 with Hazen and Sawyer, P.C. is $512,000.00. Sufficient funds are available within the adopted capital account 60185100 - Crooked Creek WRF Filter Replacement. Union County, NC Printed on 5/8/2026Page 1 of 1 powered by Legistar™340 Task Order No. 10022-1 - 1 - Crooked Creek WRF Filter Replacement APPENDIX Exhibit A TASK ORDER NUMBER: 10022-1 RFQ NUMBER: 2026-002 PROJECT NAME: Crooked Creek WRF Filter Replacement This Task Order pertains to an Agreement (Contract #10022) by and between UNION COUNTY, NORTH CAROLINA (“OWNER”), and Hazen and Sawyer, P.C. (“ENGINEER” or “Engineer”), dated January 14, 2026 (“the Agreement”). ENGINEER shall perform services on the project described below as provided herein and in the Agreement. This Task Order shall not be binding until it has been properly signed by both parties. Upon execution, this Task Order shall supplement the Agreement as it pertains to the project described below. PART 1.0 PROJECT DESCRIPTION: The purpose of this task order is for ENGINEER to provide preliminary engineering services, design services, and bid phase services to replace the existing tertiary sand bed filters with cloth disk filters at the Crooked Creek Water Reclamation Facility (WRF). Work will be performed with the understanding that: (a) the existing filters no longer serve their intended purpose and must be replaced; (b) the new filters will be Kruger disk filters to match equipment used at the OWNER’s other WRFs. PART 2.0 SCOPE OF SERVICES TO BE PERFORMED BY ENGINEER ON THE PROJECT: Basic services to be provided by ENGINEER include the following task as delineated and expanded in greater detail below and per the Agreement: · Task No. 1 – Preliminary Engineering Services · Task No. 2 – Design Services · Task No. 3 – Bid Phase Services · Task No. 4 – Allowance for Subconsultants and Expenses · Task No. 5 – Allowance for Additional Services 341 Task Order No. 10022-1 - 2 - Crooked Creek WRF Filter Replacement TASK NO. 1 – Preliminary Engineering Services Subtask 1.1 Field Evaluation – ENGINEER will perform field evaluation to determine equipment and facility location alternatives, equipment support considerations (e.g. existing structures, electrical service, etc.), siting, and constructability. Evaluation of existing structure(s) will include upper evaluation from viewable areas as well as confined space entry to evaluate the condition of the concrete inside the structure. Confined space entry will include logistics associated with securing equipment rental and delivery to site. [Rental and delivery cost for equipment is included under Task No. 4.] Subtask 1.2 Technical Memorandum – ENGINEER will develop a technical memorandum (TM) summarizing the findings and recommendations for the OWNER. The TM will include two alternatives for locating the new equipment: (a) within the footprint of the existing filter structure; and (b) adjacent to, but separate from, the existing filter structure. The TM will address the following considerations: · Specific requirements for the Kruger disk filter system including number of units, sizing of disks to match other WRFs, and sole-sourcing of equipment. · Constructability including maintenance of existing plant in operation and effluent permit considerations, including developing plan to perform work without using bypass pumping and/or piping operations. · Evaluation of existing filter structure (drawings and field condition of concrete) to develop understanding of viability of installing disk filter units and supporting piping, valves, etc. within the footprint of the existing structure. Evaluation will include Revit model development of existing structure. · Evaluation of existing influent box at filter structure to determine viability to be used for flow management to new filters and for bypass operations. · Support systems including electrical and instrumentation and controls (I&C), including confirming if system can be fully supported from existing electrical gear and identifying plan for decommissioning existing electrical services to be selectively demolished or salvaged as future spares, as appropriate. · Determine expected equipment lead time with Kruger to establish project schedule. ENGINEER will host a meeting with the OWNER to review the TM and adjust the TM with comments from the OWNER to deliver the final TM. 342 Task Order No. 10022-1 - 3 - Crooked Creek WRF Filter Replacement TASK NO. 2 – Detailed Design Services Subtask 2.1 Develop Detailed Drawings – ENGINEER will prepare detailed drawings suitable for bidding by a North Carolina licensed General Contractor for the recommended improvements to be performed. Estimated drawings are summarized in the table below. Estimated Number of Detailed Drawings Series Description No. of Drawings General / Civil / Site 8 Mechanical 8 Structural 5 Instrumentation / Controls / P&IDs 2 Electrical 7 Standard Details 10 TOTAL 40 Subtask 2.2 Develop Technical Specifications – Prepare performance based technical specifications for all aspects of the work such that the project results in a complete working facility. Specifications will be developed in Division 50 format and in accordance with applicable law concerning specifications to be used in a county project. Related work to be performed under this task includes: · Maintenance of Utility Operations during Construction – Develop a detailed plan for maintenance of plant operations during construction including consideration of maintaining permit compliance while sequencing new facilities into service and demolishing existing facilities, as necessary. · Functional Control Descriptions – Develop functional control descriptions describing the required operation, monitoring, and control of the new facilities. New and/or modified graphic display screens depicting the improvements will be described by the ENGINEER and incorporated into the plant SCADA system during construction. · General Requirements – Develop general requirements for construction including, without limitation: o Summary of Work o Modification Procedures o Coordination o Abbreviations and Reference Standards o Project Meetings 343 Task Order No. 10022-1 - 4 - Crooked Creek WRF Filter Replacement o Submittals o Construction Schedules o Quality Control o Temporary Utilities o Maintenance of Utility Operations During Construction o Protection of Existing Facilities o Demolition and Removal of Existing Structures and Equipment o Site Access and Storage o Temporary Environmental Controls o Field Office, Equipment and Services o Material and Equipment o Project Closeout · Front End Bidding Documents – Develop bidding documents utilizing OWNER’s most current format including, without limitation: o Section C-111 – Advertisement for Bids o Section C-200 – Instructions to Bidders o Section C-410 – Bid Form o Section C-430 – Bid Bond o Section C-510 – Notice of Award o Section C-520 – Agreement o Section C-550 – Notice to Proceed o Section C-610 – Performance Bond o Section C-615 – Payment Bond o Section C-620 – Contractor’s Application for Payment o Section C-625 – Certificate of Substantial Completion o Section C-700 – Standard General Conditions o Section C-800 – Supplementary Conditions o Section C-940 – Work Change Directive o Section C-941 – Change Order o Section C-942 – Field Order o Section C-950 – E-Verify Affidavit 344 Task Order No. 10022-1 - 5 - Crooked Creek WRF Filter Replacement Subtask 2.3 Quality Assurance / Quality Control – Conduct an internal technical and constructability review at key milestones (60%, 90%, 100%) in accordance with the Engineer’s Quality Assurance Policy Manual. Review of the design to date will include: · Specified manufacturers of major equipment items in accordance with applicable law concerning specifications to be used in a county project · Design calculations · I/O listing and functional control descriptions · Construction phasing · Drawing and specification review to ensure coordination and completeness Subtask 2.4 Regulatory Coordination – Prepare and submit all required permit packages to the applicable regulatory agencies for review and approval. When necessary, the Engineer will discuss the proposed project with the applicable regulatory agencies to fully define the permit requirements and to identify the major permitting issues that must be resolved. A permitting strategy will be developed to address the major issues identified and to facilitate the permit acquisition process. Applications for the required permits and approvals will be prepared for submittal to the respective agencies. It is anticipated that the following permits will be required: · NC DEQ NPDES Wastewater Authorization-to-Construct (ATC · Building and Electrical Permit(s) ENGINEER will pay any fees associated with permits and invoice such fees under reimbursable expenses. TASK NO. 3 – Bid Phase Services Subtask 3.1 Issue Bid Documents – ENGINEER will deliver one hard copy of the bid documents along with an electronic (PDF) copy to the OWNER and issue additional copies of the documents to prospective bidders, subcontractors, major suppliers, and others authorized by the OWNER. Subtask 3.2 Pre-Bid Meeting – ENGINEER will attend a pre-bid meeting to describe the project and the requirements of the Contract Documents to interested bidders and respond to questions concerning the project. Subtask 3.3 Bid Documents Interpretation – ENGINEER will receive and address questions from potential bidders and will develop and distribute to all plan holders addenda as are deemed necessary to clarify or modify the requirements of the Contract Documents. Subtask 3.4 Bid Opening – ENGINEER will attend the bid opening, analyze bids, prepare a tabulation of all bids received, and prepare and submit a recommendation of award. 345 Task Order No. 10022-1 - 6 - Crooked Creek WRF Filter Replacement Subtask 3.5 Official Contract Documents – ENGINEER will prepare official Contract Documents including forms provided by the awarded contractor for execution by the OWNER and contractor. TASK NO. 4 – Allowance for Subconsultants and Expenses Allowance for ENGINEER: (a) to utilize subconsultants as required to perform the assessments, e.g. survey work and utility location; (b) to secure confined space entry equipment including rental and delivery to site; (c) to include reimbursable expenses as appropriate in accordance with Section 6.1.5 of the Agreement. TASK NO. 5 – Allowance for Additional Services Allowance for ENGINEER to perform additional services as requested by OWNER, performed only upon authorization from OWNER. PART 3.0 OWNER’S RESPONSIBILITIES: OWNER shall provide ENGINEER the following: · Authorize ENGINEER to proceed, in writing. · Clean out existing filter basin to allow ENGINEER to access structure and perform exterior and interior structure evaluation. · Consider all sketches, drawings, maps, and other documents submitted by ENGINEER, and inform ENGINEER of any required decisions. · Make available information on existing utilities and facilities, as may be reasonably requested by ENGINEER. PART 4.0 PERIODS OF SERVICE: Services as delineated previously herein shall be completed in accordance with the following tentative schedule: Milestone Description Estimated Date Project Notice to Proceed May 2026 Task No. 1 Completion July 2026 Task No. 2 Completion January 2027 Task No. 3 Completion TBD 346 Task Order No. 10022-1 - 7 - Crooked Creek WRF Filter Replacement PART 5.0 PAYMENT FOR SERVICES: ENGINEER shall be compensated for the previously delineated Basic Scope of Services in accordance with the below indicated fee summary table and associated rate schedule by employee classification. A more detailed “Labor Effort” spreadsheet (Attachment No. 1) is appended to this Task Order and is incorporated herein by reference. Task No. Task Description NTE Cost Ceiling Total 1 Preliminary Engineering Services $53,900 $53,900 2 Detailed Design Services $363,380 $363,380 3 Bid Phase Services $23,470 $23,470 4 Allowance for Subconsultants and Expenses $26,250 $26,250 5 Allowance for Additional Services $45,000 $45,000 TOTAL PROJECT FEE $512,000 Notes: 1. Individual service category cost ceiling amounts may be re-apportioned to other service categories by OWNER if the Not-To-Exceed Cost Ceiling amount is not exceeded. Cost ceiling will not be exceeded without written amendment to this Task Order. 2. Reimbursable Expenses will be invoiced in accordance with Section 6.1.5 of the Agreement for Reimbursable Expenses and mileage will be charged at the federal rate. Refer to Attachment No. 1 for hourly and fee breakdown. The following hourly billing rates were used for determining the fee amount: Classification Hourly Billing Rate Vice President Associate Vice President $325 $305 Senior Associate $295 Associate $255 Senior Principal Engineer $210 Principal Engineer $195 Assistant Engineer II $170 Assistant Engineer I $150 Senior Principal Designer $195 Principal Designer $180 Administrative $100 347 Task Order No. 10022-1 - 8 - Crooked Creek WRF Filter Replacement This Task Order is executed this date of . UNION COUNTY, HAZEN AND SAWYER NORTH CAROLINA By: By: Name: Brian Matthews Name: Michael D. Parker, P.E. Title: County Manager Title: Associate Vice President Address: 500 North Main Street Address: 9101 Southern Pine Blvd Suite 600 Suite 250 Monroe, NC 28112 Charlotte, NC 28273 Approved as to Legal Form: BTI This instrument has been preaudited in the manner required by the Local Government Budget and Fiscal Control Act. ______________________________ Deputy Finance Officer 348 VPAssoc VPSr AssocAssociateSr Princ EngPrinc EngAsst Eng IIAsst Eng ISr Prin DesPrin DesAdminTotalTotalTask No.Description(Hrs)(Hrs)(Hrs)(Hrs)(Hrs)(Hrs)(Hrs)(Hrs)(Hrs)(Hrs)(Hrs)Labor HrsLabor Fee$325$305$295$255$210$195$170$150$195$180$100(Hrs)($)1Preliminary Engineering Services1.1Field Evaluation4444824$5,5601.1Field Evaluation (Confined Space Entry and Equipment Rental Logistics)4441224$5,4601.2Technical Memorandum8241688408016200$42,880Subtotal83224168441000160024853,9002Detailed Design Services2.1Develop Detailed Drawings8080801201201203003001,200$249,9002.1Develop Standard Detail Drawings404080$17,4002.2Develop Technical Specifications2440804040808312$70,1202.3Quality Assurance / Quality Control81624$7,4802.4Regulatory Coordination168096$18,480Subtotal8136120200160160280030034081,712$363,3803Bid Phase Services3.1Issue Bid Documents26210$1,8303.2Pre=Bid Meeting4812$2,5803.3Bid Documents Interpretation8881640$9,0803.4Bid Opening41216$3,2603.5Official Contract Documents824234$6,720Subtotal0268008660004112$23,4704Allowance for Subconsultants and ExpensesSubconsultants$10,000Confined Space Entry Equipment Rental and Delivery to Site$10,000Expenses$5,000Markup$1,250Subtotal26,2505Allowance for Additional ServicesAllowance for Additional Services$45,000Subtotal45,000GRAND TOTAL161941522161682124460316340122,072$512,000Attachment No. 1Crooked Creek WRFFilter ReplacementProjected Manhours and Associated FeeUnion County Water349 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-264 Agenda Date:5/18/2026 TITLE:..title Budget Amendment - Additional Funding for Maternal Health Program INFORMATION CONTACT: Traci Colley, Human Services Agency, Public Health Department, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate $42,968 from the Public Health Medicaid Cost-Settlement fund balance to purchase an ultrasound unit for use in the County’s Maternity Clinic and 2) approve Budget Amendment #23. PRIOR BOARD ACTIONS: None. BACKGROUND: The requested replacement of an aging ultrasound unit in the Public Health maternity clinic is a prudent, cost-effective investment that strengthens essential maternal and child health services while reducing downstream costs. Updated ultrasound technology supports more reliable imaging, timely prenatal assessment, and earlier identification of high-risk conditions-particularly for Medicaid and underserved populations. The current unit is outdated and increasingly limits efficiency, image quality, and reliability, which can contribute to delays in care and the need for external referrals. Replacing this equipment will improve clinical accuracy, support continuity of care, and reduce missed or repeat appointments. This investment aligns with state and federal priorities to improve birth outcomes and reduce avoidable emergencies and hospital utilization. It leverages existing staff and infrastructure, maximizes current maternal health programming, and reflects responsible stewardship by maintaining critical clinical capacity with modern, dependable equipment. FINANCIAL IMPACT: $42,968 will be utilized from the existing Public Health Medicaid Cost-Settlement fund balance to purchase an ultrasound unit for use in the Maternity Clinic. No additional County funds are needed. Union County, NC Printed on 5/4/2026Page 1 of 1 powered by Legistar™350 BUDGET REQUESTED BY FISCAL YEAR DATE INCREASE DECREASE Description Description Operating Expense 42,968 Fund Balance Appropriated 42,968 Explanation:To appropriate funds from the Medicaid Cost Settlement Fund Balance. Appropriated funds will be used for the purchase of an ultrasound for Maternal Health. DATE APPROVED BY DEBIT CREDIT Code Account Amount Code Account 10130512-5239-11434 Medical Supplies & Equip 42,968 10130501-4991-19007 Fund Balance Appropriated 42,968 Total 42,968 Total 42,968 Prepared By MEG Posted By Date Number 23 Bd of Comm/County Manager Lynn West/Clerk to the Board FOR POSTING PURPOSES ONLY BUDGET AMENDMENT Public Health Traci Colley FY 2026 April 20, 2026 351 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-278 Agenda Date:5/18/2026 TITLE:..title Agreement with Town of Waxhaw for Library Book Locker at Waxhaw Learning Center INFORMATION CONTACT: Nina Chaffin, Library, Director, 704-283-3561 ACTION REQUESTED: Approve the interlocal agreement with the Town of Waxhaw for the Library Book Locker Unit at the Waxhaw Learning Center. PRIOR BOARD ACTIONS: None. BACKGROUND: The Town of Waxhaw worked with the Library to determine the most effective way to provide a library service at the Waxhaw Learning Center, the former location of the Waxhaw Library. A smart book locker was selected as the preferred option due to its ease of use and cost-effective model that requires no County funding for materials or equipment. At the request of the Town of Waxhaw, and in collaboration with Union County Library, a new book locker will be installed at the Waxhaw Learning Center, located at 509 S. Providence Street, to expand convenient access to library materials for residents in the surrounding community. The smart locker system allows patrons to pick up and return holds through a secure, self-service process with 24/7 access to reserved items. Holds placed through the library catalog are delivered to secure compartments by the library’s courier, and patrons are notified when items are ready. Using a Union County library card, patrons access their assigned compartment, and items are automatically checked out upon retrieval. This model extends library access beyond regular hours while maintaining secure and efficient service. The Town of Waxhaw will fund the purchase of the unit using a donation from the Library Association of Waxhaw (L.A.W.), oversee its installation, and cover ongoing subscription and maintenance costs. Union County Library will partner in delivering the materials and maintaining the locker as part of its services until the locker reaches its end of life. FINANCIAL IMPACT: None. Union County, NC Printed on 5/4/2026Page 1 of 1 powered by Legistar™352 LIBRARY BOOK DROP-OFF/PICK-UP UNIT AGREEMENT This Agreement is made and entered into this th day of , by and between: Town of Waxhaw 8607 Kensington Drive Waxhaw, NC 28173 (Hereinafter referred to as "the Town") and Union County 1720 Cuthbertson Road Waxhaw, NC 28173 (Hereinafter referred to as "the Library") Purpose: This Agreement establishes the terms and conditions under which the Town and the Library will share responsibilities and costs of the to be donated Library Book Drop- Off/Pick-Up unit for the Waxhaw Learning Center Location. 1. Scope of the Agreement The Town and the Library agree to jointly maintain and operate a Library Book Drop-Off/Pick-Up Unit (the “Unit”) at the Waxhaw Learning Center, 509 S. Providence St, Waxhaw, NC 28173. The Unit will serve the community as a mobile Library drop-off/pick-up site. The Unit will be purchased by the Town using funds donated by the Library Association of Waxhaw. (L.A.W.). The Town will pay the annual subscription costs associated with the maintenance of the Unit. Purpose: To provide the surrounding community of the Learning Center with a walkable, or close proximity location to pick-up and return library books. 2. Cost Sharing The Town will purchase the Unit with donated funds and coordinate the installation on site at The Learning Center. The Town will own the Unit. Both parties agree to share costs associated with maintenance and operation of the Unit as follows: The Town will be responsible for the following costs: o Annual subscription costs, which includes a maintenance plan for the Unit Hours: Monday-Friday 8:00 a.m. – 5:00 p.m. P. 704.843.2195 F. 704.843.2196 www.waxhaw.com P.O. Box 6 Waxhaw, NC 28173 353 Memorandum of Understanding: Town of Waxhaw | Union County Southwest Regional Library Page 2 of 4 • Utilities (Power/Wifi) necessary for operation of the Unit • On-Site Staff (for support of use of the Unit when needed) The Library will be responsible for the following costs: • Stocking/Restocking of the Unit • Library Staff (when needed) associated with operation and stocking/restocking of the Unit Payment Schedule: The Town will pay utility bills, annual subscriptions, and Town staff associated with the Town’s responsibilities and costs under the Agreement. The Library will pay for Library staffing associated with the Library’s responsibilities and costs under the Agreement. 3. Responsibilities of the Parties The Town: • The Town will be responsible for overseeing the procurement of permits and approvals required for the Unit. (if any are needed) • The Town will be responsible for ensuring proper installation of the Unit, as well as housing the Unit once installed. • The Town will ensure that the Unit meets all local building codes and safety regulations (if there are any specific requirements) • The Town will be responsible for utilities, annual fees, and insurance of the Unit and its location. • The Town will be responsible for any costs of repairs of the Unit, in accordance with the maintenance plant. • The Library: • The Library will be responsible for stocking and removing Library’s materials in the Unit while in use at The Learning Center. • The Library will reasonably assist in promoting community partnership, involvement, and awareness of the project. 4. Timeline and Completion Date The parties agree that the Unit will be installed and begin operation no later than May 2026. Any delays due to unforeseen circumstances, such as weather conditions or material shortages, will be communicated promptly to both parties. 5. Work Completion Upon installation of the Unit, the Unit will belong to the Town for use at the Waxhaw Learning Center, in partnership with the Library. Any books, materials, or other property of the Library contained within the Unit shall remain the Library’s property at all times. 6. Dispute Resolution In the event of any disagreement or dispute arising from the interpretation or execution of this Agreement, the parties agree to resolve the issue through good faith discussions. If the dispute cannot be resolved through discussion, the parties agree to pursue 354 Memorandum of Understanding: Town of Waxhaw | Union County Southwest Regional Library Page 3 of 4 mediation or another mutually agreed-upon dispute resolution process before seeking legal action. 7. Termination This Agreement will remain in effect until this Unit is no longer functional or serviceable, unless otherwise terminated as set forth herein. Once the Unit is fully installed, the Unit will be in use thereafter until either the Town or Library decide to terminate this Agreement, without cause, upon sixty (60) days’ notice to the other party. The parties may mutually agree to a change in use. 8. Amendments Any modifications or amendments to this Agreement must be made in writing and signed by authorized representatives of both the Town and the Library. 9. Indemnification The Town agrees, to the extent permitted by applicable law, to indemnify and hold harmless the Library, its officials, directors, managers, employees, agents, and contractors from any claims, losses, or damages arising out of the design, construction, operation, or use of the Unit, except to the extent any such claim is based on the negligence or willful misconduct of the Library. The Library agrees, to the extent permitted by applicable law, to indemnify and hold harmless the Town, its officials, directors, managers, employees, agents, and contractors from any claims, losses, or damages arising out of Library’s negligence or willful misconduct associated with Library’s carrying out its responsibilities under this Agreement. 10. Signatures By signing below, both parties agree to the terms outlined in this Agreement. Town of Waxhaw: Signature: Print Name: Title: Date: Contact Phone Number: Contact E-mail: Union County: Signature: Print Name: 355 Memorandum of Understanding: Town of Waxhaw | Union County Southwest Regional Library Page 4 of 4 Title: Date: Contact Phone Number: Contact E-mail: Approved as to Legal Form: BTI Town Attorney Signature: Print Name: Title: Date: Contact Phone Number: Contact E-mail: 356 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-266 Agenda Date:5/18/2026 TITLE:..title 2026 Union County Jail Bond Referendum INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: 1) Adopt Resolution of the Board of Commissioners of the County of Union, North Carolina directing the Publication of Notice of Intention to apply to the Local Government Commission for approval of $200,000,000 General Obligation Jail Bonds and 2) Adopt resolution making Certain statements of facts concerning the proposed jail bond issue and authorizing the application to the Local Government Commission for $200,000,000 of general obligation jail bonds. PRIOR BOARD ACTIONS: April 20, 2026, Regular Meeting, Agenda Item 26-212 - The Board authorized staff to move forward with the necessary steps for a 2026 Bond Referendum to fund a new jail facility in the amount of $200,000,000. BACKGROUND: General Obligations Bonds (GO) are widely considered the lowest-interest, most cost-effective financing mechanism for long-term capital projects in North Carolina due to the pledge of the local government's full faith, credit, and taxing power. For North Carolina counties, which are legally required to provide secure, safe, and sanitary inmate housing, financing a jail through a GO bond ensures that the borrowing costs are minimized for the taxpayers, as these bonds typically secure better credit ratings than other debt options. The GO bond process is more rigorous than other financing options (requiring a public vote), however the interest savings from a GO bond make it the preferred tool for construction of a new jail. The Resolution directing publication of notice of intent to apply to the Local Government Commission (LGC) authorizes the Clerk to the Board to publish in the Enquirer Journal the Notice of Intention to Apply to the LGC for approval of Union County Jail Bonds to be placed on the November 2026 election ballot. The Resolution making certain statements of facts concerning the proposed jail bond issue and authorizing the application to the Local Government Commission presents certain findings of facts regarding the proposed bond issuance, financing, increase in taxes, marketing of bonds, estimated interest and authorizes the Finance Director to file with the LGC an application for approval of General Obligation Jail Bonds as described in the resolution. Union County, NC Printed on 5/4/2026Page 1 of 2 powered by Legistar™357 File #:26-266 Agenda Date:5/18/2026 FINANCIAL IMPACT: The estimated cumulative cost over the life of the bond, using the highest interest rate of 5.344% charged for similar debt over the last twenty years is estimated at $312,224,000. The estimated maximum annual debt service payment is $20,688,000 beginning in FY 2028 and commencing in FY 2047. The annual estimated amount of property tax liability increases for each $100,000 of property tax value to service the cumulative cost over the life of the bond is estimated at $31.10. The annual estimated amount of property tax liability increases for each $400,000 of property tax value to service the cumulative cost over the life of the bond is estimated at $124.40 (based on 3.11¢ increase in the ad valorem property tax rate). These estimates are based on the legislative requirements of NC Session Law 2022-53 for bond referendums. Union County, NC Printed on 5/4/2026Page 2 of 2 powered by Legistar™358 PPAB 13665606v1 RESOLUTION OF THE BOARD OF COMMISSIONERS OF THE COUNTY OF UNION, NORTH CAROLINA DIRECTING THE PUBLICATION OF NOTICE OF INTENTION TO APPLY TO THE LOCAL GOVERNMENT COMMISSION FOR APPROVAL OF JAIL BONDS WHEREAS, the Board of Commissioners (the “Board of Commissioners”) of the County of Union, North Carolina (the “County”) is considering the issuance of general obligation bonds of the County which shall be for the following purpose and in the following maximum amount: $200,000,000 of bonds to pay the capital costs of providing for the design, construction, furnishing and equipping of a new jail facility. NOW, THEREFORE, BE IT RESOLVED by the Board of Commissioners that the Clerk to the Board is hereby directed to cause a copy of the “NOTICE OF INTENTION TO APPLY TO THE LOCAL GOVERNMENT COMMISSION FOR APPROVAL OF JAIL BONDS” to be published in a newspaper of general circulation in the County. BE IT FURTHER RESOLVED that this Resolution shall become effective on the date of its adoption. READ, APPROVED AND ADOPTED this 18th day of May, 2026. Clerk to the Board Chairman APPROVED AS TO FORM: County Attorney 359 PPAB 13665606v1 NOTICE OF INTENTION TO APPLY TO THE LOCAL GOVERNMENT COMMISSION FOR APPROVAL OF JAIL BONDS NOTICE IS HEREBY GIVEN of intention of the County of Union, North Carolina to file application with the Local Government Commission, Raleigh, North Carolina for its approval of the issuance of general obligation bonds of the County of Union, North Carolina which shall be for the following purpose and in the following maximum amount: $200,000,000 of bonds to pay the capital costs of providing for the design, construction, furnishing and equipping of a new jail facility. Any citizen or taxpayer of the County of Union, North Carolina objecting to the issuance of said bonds, within seven days after the date of publication of this notice, may file with the Local Government Commission, Longleaf Building, 3200 Atlantic Avenue, Raleigh, NC 27604, Attention: Secretary, and with the Board of Commissioners of the County of Union, North Carolina, a written statement setting forth each objection to the proposed bond issue and such statement shall contain the name and address of the person filing it. COUNTY OF UNION, NORTH CAROLINA /s/ Lynn West Lynn West Clerk to the Board County of Union, North Carolina 360 PPAB 13665606v1 STATE OF NORTH CAROLINA ) ) SS: COUNTY OF UNION ) I, Lynn West, Clerk to the Board of Commissioners of the County of Union, North Carolina, DO HEREBY CERTIFY the attached to be a true and correct copy of a Resolution entitled, “RESOLUTION OF THE BOARD OF COMMISSIONERS OF THE COUNTY OF UNION, NORTH CAROLINA DIRECTING THE PUBLICATION OF NOTICE OF INTENTION TO APPLY TO THE LOCAL GOVERNMENT COMMISSION FOR APPROVAL OF JAIL BONDS” adopted by the Board of Commissioners of the County of Union, North Carolina at a meeting held on the 18th day of May, 2026. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the corporate seal of said County, this the ____ day of ________________, 2026. (SEAL) Clerk to the Board of Commissioners County of Union, North Carolina 361 PPAB 13665606v1 RESOLUTION OF THE BOARD OF COMMISSIONERS OF THE COUNTY OF UNION, NORTH CAROLINA MAKING CERTAIN STATEMENTS OF FACT CONCERNING PROPOSED JAIL BOND ISSUE AND AUTHORIZING THE APPLICATION TO THE LOCAL GOVERNMENT COMMISSION WHEREAS, the Board of Commissioners (the “Board of Commissioners”) of the County of Union, North Carolina (the “County”) is considering the issuance of bonds of the County which shall be for the following purpose and in the following maximum amount: $200,000,000 of bonds to pay the capital costs of providing for the design, construction, furnishing and equipping of a new jail facility. WHEREAS, certain findings of fact by the Board of Commissioners must be presented to enable the Local Government Commission of the State of North Carolina to make certain determinations as set forth in Section 159-52 the North Carolina General Statutes, as amended. NOW, THEREFORE, BE IT RESOLVED that the Board of Commissioners, meeting in open session on the 18th day of May, 2026, has made the following factual findings in regard to this matter: A. Facts Regarding Necessity of Proposed Financing. The proposed bonds are necessary and expedient to pay the capital costs of providing for the design, construction, furnishing and equipping of a new jail facility. B. Facts Supporting the Amount of Bonds Proposed. The sum estimated for these bonds is adequate and not excessive for the proposed purpose. Estimates for the proposed project to be financed with such bonds have been carefully analyzed and determined by persons knowledgeable about the proposed project. C. Past Debt Management Procedures and Policies. The County’s debt management procedures and policies are good and have been carried out in compliance with law. The County employs a Finance Director to oversee compliance with applicable laws relating to debt management. The Board of Commissioners requires annual audits of County finances. In connection with these audits, compliance with laws is reviewed. The County is not in default in any of its debt service obligations. The County Attorney reviews all debt-related documents for compliance with laws. D. Past Budgetary and Fiscal Management Policies. The County’s budgetary and fiscal management policies have been carried out in compliance with laws. Annual budgets are closely reviewed by the Board of Commissioners before final approval of budget ordinances. Budget amendments changing a function total or between functions are presented to the Board of Commissioners at regular Board of Commissioners meetings. The Finance Director presents financial information to the Board of Commissioners which shows budget to actual comparisons annually and otherwise as the County Manager deems necessary or as a member of the Board of Commissioners may request. E. Increase in Taxes; Issuance of Debt. The increase in taxes, if any, necessary to service the proposed debt will not be excessive. The schedule for issuance anticipates issuing all of the bonds in one or more series during the seven years following the adoption of 362 PPAB 13665606v1 the bond order. F. Marketing of Bonds. The proposed bonds can be marketed at reasonable rates of interest. G. Estimated Interest. The assumptions to be used by the County’s Finance Director in preparing the statement of disclosure to be filed with the Clerk to the Board pursuant to Section 159-55.1(a) of the General Statutes of North Carolina are reasonable. BE IT FURTHER RESOLVED that the Board of Commissioners hereby authorizes and directs the Finance Director, or her designee, to file with the Local Government Commission an application for its approval of General Obligation Jail Bonds hereinbefore described, on a form prescribed by said Commission, and (1) to request in such application that said Commission approve the County’s use of Parker Poe Adams & Bernstein LLP, as bond counsel for the County and (2) to state in such application such facts and to attach thereto such exhibits in regard to such General Obligation Jail Bonds and to the County and its financial condition, as may be required by said Commission. BE IT FURTHER RESOLVED that this Resolution shall become effective on the date of its adoption. READ, APPROVED AND ADOPTED this 18th day of May, 2026. Clerk to the Board Chairman APPROVED AS TO FORM: County Attorney 363 PPAB 13665606v1 STATE OF NORTH CAROLINA ) ) SS: COUNTY OF UNION ) I, Lynn West, Clerk to the Board of Commissioners of the County of Union, North Carolina, DO HEREBY CERTIFY the attached to be a true and correct copy of a Resolution entitled, “RESOLUTION OF THE BOARD OF COMMISSIONERS OF THE COUNTY OF UNION, NORTH CAROLINA MAKING CERTAIN STATEMENTS OF FACT CONCERNING PROPOSED JAIL BOND ISSUE AND AUTHORIZING THE APPLICATION TO THE LOCAL GOVERNMENT COMMISSION” adopted by the Board of Commissioners of the County of Union, North Carolina at a meeting held on the 18th day of May, 2026. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the corporate seal of said County, this the ____ day of ________________, 2026. (SEAL) Clerk to the Board of Commissioners County of Union, North Carolina 364 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-267 Agenda Date:5/18/2026 TITLE:..title Bid Award and Contract - Union County Sheriff’s Office Fueling Station INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director Design and Construction, 704- 420-2626 ACTION REQUESTED: 1) Accept the low bidder, 2) authorize award of the contract to Rushing Contracting Group, Inc., in the amount of $391,067.20, 3) authorize the County Manager to i) negotiate and execute an agreement substantially consistent with this Agenda item and ii) terminate the agreement if deemed in the best interest of the County, each in the County Manager’s discretion, and 4) adopt Resolution Providing Notice of Construction of the Union County Sheriff’s Office Fueling Station. PRIOR BOARD ACTIONS: 1) January 06, 2025, Regular Meeting, Agenda Item 25-001 Bid Award and Contract Union County Sheriff’s Office Fueling Station, adopted CPO#367B and CPO#368A 2) June 02, 2025, Regular Meeting, Agenda Item 25-330 Rescinded Bid Award and Contract Union County Sheriff’s Office Fueling Station BACKGROUND: This contract is to construct a new fueling station located at the rear of the Union County Sheriff’s Office Administration building. This project was identified as a “Critical Infrastructure” project with a goal to provide an independent fuel supply for UCSO vehicles. The need was identified for this independent fuel supply during several disaster events that limited fuel supplies in the region and significantly impacted local gas stations which have served as the regular fuel supply for UCSO vehicles. The project scope of work includes providing a 12,000-gallon fuel tank, dispensing system, and associated equipment. A three-sided enclosure will be constructed to conceal the fuel tank and provide enhanced security. The fuel management system will integrate with Union County’s existing fuel management system. Other accessory work includes replacing a section of asphalt with concrete, installing speed bumps to assist spill containment and traffic calming, and installing a security camera for area surveillance. On February 13, 2026, the Procurement Department partnered with Facilities Management to issue an Invitation for Bid IFB 2026-020 Union County Sheriff’s Office Fuel Station. On March 31, 2026, five (5) responsive bids for the title project were received and processed. All bids were tabulated, reviewed, and certified by Labella Associates, PC. The bids ranged from $391,067.20 to Union County, NC Printed on 5/4/2026Page 1 of 2 powered by Legistar™365 File #:26-267 Agenda Date:5/18/2026 $716,304.06. Staff recommend that the project be awarded to the lowest responsive, responsible bidder, Rushing Contracting Group, Inc., Inc. in the amount of $391,067.20. FINANCIAL IMPACT: Funding is available within the adopted UC Fueling Stations capital account 40080210 to support the construction contract amount of $391,067.20. Union County, NC Printed on 5/4/2026Page 2 of 2 powered by Legistar™366 U N IO N C OU N T Y, N OR T H C A R OL I N A D E P A R TM E N T O F P U B L I C WO R K Invitation for Bid No. 2026-020 Union County Sheriff’s Office Fuel Station RAM Due Date: March 31, 2026 Time: 10:00am Local Time Receipt Location: Union County Procurement and Contract Management 610 Patton Avenue Monroe, NC 28110 Non-Mandatory Pre-Bid Conference and Site Visit Due Date: March 10, 2026 Time: 9:00 am Local Time Location: 3370 Presson Road, Monroe NC Procurement Representative: Juan Rodriguez-Cruz Procurement Specialist Procurement and Contract Management (704) 283-3519 Juan.Rodriguez-Cruz@unioncountync.gov Prepared by: James Mangum Project Manager Facilities & Fleet Management (704) 283-3774 James.Mangum@unioncountync.gov 367 IFB 2026-020 - UNION COUNTY SHERIFFS FUEL OFFICE STATION 00 01 01 –Project Title Page PROJECT MANUAL – 100% CONSTRUCTION DOCUMENTS IFB 2026-020 Union County Sheriff’s Office Fuel Station 3370 Presson Road Monroe, NC 28112 Architect Project No. 2241794 OWNER UNION COUNTY, NORTH CAROLINA 500 N. MAIN STREET MONROE, NORTH CAROLINA Engineer Labella Associates Michael McCarten, PE 400 S Tryon St Suite 1300 704.941.2161 CONSTRUCTION DOCUMENTS 01.20.2026 368 IFB 2025-006 - UNION COUNTY SHERIFF’S OFFICE FUEL STATION DOCUMENT 00 01 07 – SEALS PAGE 1 00 01 07 DOCUMENT 000107 - SEALS PAGE 1.1 DESIGN PROFESSIONALS OF RECORD A. Corporation 1. LaBella Associates, PC 2. Corporate Engineering #: C-0430 3. Corporate Architectural #: 52904 B. Engineer of Record: 1. Michael McCarten, PE 2. License # 050139 END OF DOCUMENT 000107 369 IFB 2026-020 - UNION COUNTY SHERIFFS OFFICE FUEL STATION DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID 00 11 13 UNION COUNTY, NORTH CAROLINA Union County Sheriff’s Office Fuel Station IFB 2026-020 ADVERTISEMENT FOR BIDS Sealed Bids for Union County Sheriff’s Office Fuel Station will be received by Union County Procurement and Contract Management, 610 Patton Avenue, Monroe, North Carolina 28110 until 10:00 am local time on March 31, 2026, at which time the Bids received will be publicly opened and read. Late bids will not be accepted. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED – IFB 2026-020- and shall be addressed to Union County Procurement and Contract Management, Attn: Juan Rodriguez-Cruz, 610 Patton Avenue, Monroe, NC 28110. A Non-Mandatory Pre-Bid meeting will be held on March 10, 2026, at 9:00 AM local time at 3370 Presson Road Monroe NC. Attendance at this meeting is strongly encouraged. Scope of Work: The project scope of work includes providing a 12,000-gallon fuel tank, dispensing system, and associated equipment. A three-sided enclosure will be constructed to conceal the fuel tank. The fuel management system will integrate with Union County’s existing fuel management system. Other accessory work includes replacing a section of asphalt with concrete, installing speed bumps to assist spill containment. The Work includes coordinating with Union County Facilities and Fleet Management for access, security, and shutdowns. Bids will be received for a single prime Contract. Bids shall be on a lump sum basis as set forth in the Bid Form. All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Juan.Rodriguez-Cruz@unioncountync.gov). Deadline for questions is 3:00 PM local time on March 17, 2026. Questions will be addressed via Addenda no later than 7 days prior to bid date. The Issuing Office for the Bidding Documents is: Union County Procurement and Contract Management 610 Patton Avenue Monroe NC 28110 Juan Rodriguez-Cruz (704) 283-3519 Juan.Rodriguez-Cruz@unioncountync.gov Prospective Bidders may examine the Bidding Documents at Union County Procurement and Contract Management at 610 Patton Avenue, Monroe, North Carolina on Mondays through Fridays between the hours of 8:00 AM and 5:00 PM and may obtain copies of the Bidding Documents from the Issuing Office as described below. Bidding Documents are available in electronic or printed form from Duncan-Parnell via their bid room https://www.bidroom.duncan-parnell.com. Registration with Duncan-Parnell is required to obtain the bid documents. There is no charge for registration. Printed hard copies of the Bidding Documents can be ordered and shipped for an additional fee, which will depend on the number of sets, size of Drawings, applicable taxes, and shipping method selected by the prospective Bidder. The approximate costs of the Bidding Documents and shipping are non-refundable, and are as follows: 370 Invitation for Bid No. 2026-020 Union County Sheriff’s Office Fuel Station ADDENDUM No. 1 ISSUE DATE: February 19, 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. 371 ADDENDUM NO. 01 LaBella Associates 1 IFB 2026-020: UC Sheriff’s Office Fuel Station Project # 2241794 00 91 13 100% Construction Documents – 01/20/2026 Union County Sheriff’s Office Fuel Station Union County, Owner Project No.: IFB 2026-2020 Contract Document Date: January 20, 2026 Issue to: Bidders Addendum Date: February 19, 2026 A. NOTICE TO BIDDER 1.1 This Addendum is issued pursuant to the Conditions of the Contract and is hereby made part of the Contract Documents. The addendum serves to clarify, revise, and supersede information in the Project Manual, the Drawings, and previously issued Addenda. 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. 1.2 Acknowledge receipt of this Addendum in the space provided in the Bid Form. Failure to do so may disqualify the Bidder. 1.3 The date for receipt of bids for this project is unchanged by this Addendum. Sealed Bids for Union County Sheriff’s Office Fuel Station will be received by the Union County Procurement Department until 10:00 AM local time on March 31, 2026 at the Union County Procurement Department, 610 Patton Avenue, Monroe, NC 28110. 1.4 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 new questions/substitution is 3:00 PM local time on March 17, 2026. Questions will be addressed via Addenda no later than seven calendar days prior to the date for receipt of bids. All addenda and any associated contract document revisions will be posted to the following websites: Union County, NC State IPS, Duncan Parnell Planroom. B. QUESTION AND ANSWER SECTION 1.5 None. C. MODIFICATIONS TO DRAWINGS 1.6 None. D. MODIFICATIONS TO SPECIFICATIONS 1.7 Please be advised that the TECHNICAL specifications include the following changes. The Seals page has been revised to professional engineer Michael McCarten, PE with LaBella Associates. Advertisement for Bids: Duncan Parnell approximate costs of the Bidding Documents and shipping are non-refundable, and are as follows: • Download (PDF) $81.00 plus tax • Printed Set & Digital Set $108.00 plus tax E. ATTACHMENTS 1.8 Revised Seals Page. Revised Advertisement for Bids. END OF ADDENDUM 372 IFB 2025-006 - UNION COUNTY SHERIFF’S OFFICE FUEL STATION DOCUMENT 00 01 07 – SEALS PAGE 1 00 01 07 DOCUMENT 000107 - SEALS PAGE 1.1 DESIGN PROFESSIONALS OF RECORD A. Corporation 1. LaBella Associates, PC 2. Corporate Engineering #: C-0430 3. Corporate Architectural #: 52904 B. Engineer of Record: 1. Michael McCarten, PE 2. License # 050139 END OF DOCUMENT 000107 373 Invitation for Bid 2026-020 Union County Sheriff’s Office Fuel Station ADDENDUM No. 2 ISSUE DATE: March 24, 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. 374 ADDENDUM NO. 02 LaBella Associates 1 IFB 2026-020: UC Sheriff’s Office Fuel Station Project # 2241794 00 91 13 100% Construction Documents – 01/20/2026 Union County Sheriff’s Office Fuel Station Union County, Owner Project No.: IFB 2026-2020 Contract Document Date: January 20, 2026 Issue to: Bidders Addendum Date: March 19, 2026 A. NOTICE TO BIDDER 1.1 This Addendum is issued pursuant to the Conditions of the Contract and is hereby made part of the Contract Documents. The addendum serves to clarify, revise, and supersede information in the Project Manual, the Drawings, and previously issued Addenda. 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. 1.2 Acknowledge receipt of this Addendum in the space provided in the Bid Form. Failure to do so may disqualify the Bidder. 1.3 The date for receipt of bids for this project is unchanged by this Addendum. Sealed Bids for Union County Sheriff’s Office Fuel Station will be received by the Union County Procurement Department until 10:00 AM local time on March 31, 2026 at the Union County Procurement Department, 610 Patton Avenue, Monroe, NC 28110. 1.4 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 new questions/substitution is 3:00 PM local time on March 17, 2026. Questions will be addressed via Addenda no later than seven calendar days prior to the date for receipt of bids. All addenda and any associated contract document revisions will be posted to the following websites: Union County, NC State IPS, Duncan Parnell Planroom. B. QUESTION AND ANSWER SECTION 1.5 General/Contract Requirements Q1: Are subcontractor bonds required at a certain value or scope? A1: Subcontractor bonds are not explicitly required by the Contract Documents. Bonding requirements apply to the Prime Contractor. Subcontractor bonding, if required, shall be at the discretion of the Prime Contractor. Q2: Can a checklist of required bid documents be provided? A2: No separate checklist will be provided. Bidders are responsible for including all required documents in their bid package as outlined in the Instructions to Bidders. A Bid Form will be provided, but it is the bidder’s responsibility to ensure all other required documents are submitted. Q3: Is the 10% minority participation a goal or a requirement? A3: The 10% minority participation is a goal. Bidders are required to demonstrate good faith efforts in accordance with the project requirements. Q4: What permits will be required for this project? A4: The Contractor shall obtain all required permits, including but not limited to building, electrical, and fuel system permits, as required by the Authority Having Jurisdiction (AHJ). Q5: What is the Owner contingency referenced in the bid form? A5: The Owner contingency is an allowance carried within the bid form for Owner-directed use. It shall be included as a separate line item as indicated in the Bid Form and is not to be included within the Contractor’s base bid price. 375 ADDENDUM NO. 02 LaBella Associates 2 IFB 2026-020: UC Sheriff’s Office Fuel Station Project # 2241794 00 91 13 100% Construction Documents – 01/20/2026 Q6: What is expected for bid submission (documents vs full spec book, bonds, etc.)? A6: Bidders shall submit completed bid forms and all required documentation as outlined in the project manual, including bid security. Full specification books are not required to be resubmitted. Q7: Will pre-bid notes be issued? A7: Responses to pre-bid questions will be issued via addendum. Separate meeting minutes will not be issued. Q8: Can a list of plan holders or GCs be provided? A8: Plan holder information is available through the Duncan Parnell bid room. The Engineer will not distribute separate bidders lists. 1.5.1 Architectural/Structural Q9: Please confirm final CMU wall height. A9: CMU walls are intended for visual screening and containment. Provide wall height to match the height of the fuel tank, with a minimum height of 10’-0”. Q10: Confirm extents of asphalt removal and replacement. A10: Asphalt removal and replacement with concrete shall be limited to the fueling area. The fueling area is defined as the area within the extents of the wall enclosure and extending across the drive aisle to the existing curb. This shall be a continuous paving area between the proposed speed bumps. Refer to Sheet M101 for depiction of limits. Q11: Confirm subbase thickness for concrete paving and tank slab. A11: Concrete thicknesses are as follows: • Tank slab: 8 inches thick • Concrete paving: 6 inches thick Subbase requirements shall be as indicated in the structural drawings and details. Q12: Are vapor barriers required? A12: Vapor barriers are not required for exterior concrete work. Vapor barriers shall only be provided where specifically indicated for interior slabs. 1.5.2 Site/Civil/Utilities Q13: Will routing of underground utilities outside the fenced area be permitted? A13: Utility routing shall generally remain within the project limits as shown. Any proposed deviations shall be submitted to the Owner and Engineer for review and approval. 1.5.3 Fuel System/Mechanical Q14: What size are the fill and dispenser line connections? A14: The remote fill system, Franklin Fueling Systems Model RFBP-REAR, shall have 3-inch inlet and outlet connections. Downstream piping, pump, and dispenser connections shall be coordinated with the fuel system manufacturer and equipment supplier. Q15: What piping material is required (carbon vs stainless)? A15: Provide carbon steel piping for fill, supply, and vent piping systems in accordance with applicable codes and manufacturer requirements. 376 ADDENDUM NO. 02 LaBella Associates 3 IFB 2026-020: UC Sheriff’s Office Fuel Station Project # 2241794 00 91 13 100% Construction Documents – 01/20/2026 Q16: If carbon steel is used, what coating system is required? A16: Carbon steel piping shall be protected with an industry-standard corrosion protection system suitable for exterior fuel service. This shall include, at a minimum, a shop-applied primer and field-applied epoxy or equivalent coating system. Where piping is buried or in contact with soil or concrete, provide additional protection such as wrapping or coatings in accordance with applicable standards and manufacturer recommendations. Q17: Are connections flanged, threaded, or welded? A17: Piping shall be primarily welded. Threaded or flanged connections may be used where required for equipment connections and maintenance access, in accordance with manufacturer requirements and applicable codes. Q18: What type/brand of dispenser is required? A18: Provide a fuel dispensing system compatible with the specified fuel management system and remote fill components, including coordination with Franklin Fueling Systems equipment and a dispenser pedestal such as Morrison Bros. Co. Model 434, or approved equal. Q19: What are dispenser requirements (flow rate, hoses, finish)? A19: Provide a standard commercial fleet fueling dispenser with the following basis of design: • Standard flow rate, approximately 60 GPM • Single hose configuration Final configuration shall be coordinated with the fuel system manufacturer and approved through submittals. Q20: Is the Hi-Link Level Shield required or only OPW level sensor? A20: Provide tank monitoring equipment consisting of: • OPW Fueling Components 200TG mechanical tank gauge • OPW 444TA tank alarm • OPW 144TA liquid level alarm Additional monitoring systems are not required unless specifically indicated. 1.5.4 Fuel Management System Q21: What is the existing fuel management system and how does integration occur? A21: Provide a fuel management system consisting of the Syntech Systems FuelMaster 4000 Series. The system shall include a wired connection to the Sheriff’s Office telecommunications infrastructure and shall integrate with the County’s existing WEX fuel card system. Contractor shall coordinate all integration requirements with the Owner, equipment supplier, and service providers. 1.5.5 Procurement/Materials Q22: Are Buy American requirements applicable? A22: Materials shall comply with applicable federal, state, and local procurement requirements. No additional Buy American requirements are specified unless noted otherwise in the Contract Documents. 1.5.6 Bid Form/Alternates Q23: Clarification on alternates (wall appears in base bid in one location). A23: The wall enclosure is required as part of the base bid. Alternates apply to the type of wall construction, including options such as standard painted CMU versus split-face CMU with integral color, as identified in the Contract Documents. 377 ADDENDUM NO. 02 LaBella Associates 4 IFB 2026-020: UC Sheriff’s Office Fuel Station Project # 2241794 00 91 13 100% Construction Documents – 01/20/2026 END OF ADDENDUM 378 BID TABULATION FORMBid Opening Date: 3/31/26IFB 2026-020- UNION COUNTY SHERIFF FUEL STATIONUNION COUNTY, NCADD -1 ADD-2BID CONTINGENCYNon-Collusion Equal Opportunity Identify HUB Affidavit A / BCONTRACTOR GC License # Y/N Y/N BOND BASE BID ALLOWANCE TOTAL BID ALTERNATE 1 Alt 1 # of Days ALTERNATE 2 Alt 2 # of Days ALTERNATE 3 Alt 3 # of Days AffidavitEmployment AffidavitCertified MinorityListing of Good Faith EffortsDAP Contracting Inc.99942 y y y $700,999.00 $70,100.00 $771,099.00 $10,700.00 $12,232.00 $7,941.99 y y n yDisqualifiedJ & K General Contractors78272 y y y $377,499.99 $37,749.99 $415,249.98 $24,036.00 $3,550.00 $5,730.00 y y y yn/aJD Goodrum General Contractors19284 y y y $597,829.96 $59,783.00 $657,612.96 $12,736.10 $13,130.00 $32,825.00 y y y ynoneMC Moore Construction LLC84150 y y y $433,916.00 $43,391.00 $477,307.00 $9,500.00 $5,000.00 $4,000.00 y y y y1Miles-McClellan Construction Company Inc.63358 y y y $431,000.00 $43,100.00 $474,100.00 $10,719.00 $3,757.00 $6,180.00 y y y y1Rushing Contracting Group Inc.85622 y y y $338,682.00 $33,868.20 $372,550.20 $10,392.00 $2,875.00 $5,250.00 y y y ynoneSPATCO Energy Solutions83734 n n y $314,894.20 $314,894.20 $0.00 $0.00 $0.00 y n n nDisqualifiedQuestionable on fee presentedCertified True Bids as Received:LABELLA ASSOCIATESMichael McCarten, PE4/16/2026379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 April 28, 2026 James Mangum Jr Project Manager | Facilities & Fleet Management Union County Government 1407 Airport Road Monroe, NC 28110 Re: Recommendation of Award Union County Sheriff’s Fuel Station IFB #2026-020 Dear Mr. Mangum: On March 31, 2026, at 10:00 AM, bids were received for the Union County Sheriff’s Fuel Station project. A total of seven (7) bids were received from licensed contractors and were publicly opened and read aloud. Of the seven (7) bids received, two (2) bid were deemed non-responsive. The remaining five (5) bids were evaluated for completeness and compliance with the bidding requirements. Of the responsive bidders, Rushing Contracting Group, Inc. is the apparent low responsive, responsible bidder with a base bid of $338,682.00. A 10% contingency allowance in the amount of $33,868.20 results in a total base bid with contingency of $372,550.20. Upon review of Rushing Contracting Group, Inc.’s bid submittal, no inconsistencies were identified, and the submission appears to be complete and compliant. The project included three (3) bid alternates, which were submitted by Rushing Contracting Group, Inc. as follows: 1. Split-Face CMU Enclosure Wall with Integral Color – $10,392.00 2. JE Adams 8685-2FG Air Machine with Gast compressor (pedestal mount) – $2,875.00 3. Two (2) Security Cameras (AXIS P4707-PLVE Dual Lens) – $5,250.00 Union County has elected to accept all three (3) bid alternates. The total contract sum, including the base bid and accepted alternates, is $357,199.00. With a contingency allowance of $33,868.20, the total contract value is $391,067.20. Based on this information, and coordination with Union County Procurement, I recommend award of the contract to Rushing Contracting Group, Inc. in the amount of $357,199.00, with a contingency allowance of $33,868.20, for a total contract value of $391,067.20. The supporting Bid Tabulation, bid forms, and associated documentation are attached for reference. Respectfully submitted, LaBella Associates Michael McCarten, PE Sr. Mechanical Engineer 395 Document A101® – 2017 Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 1 ADDITIONS AND DELETIONS: The author of this document has added information needed for its completion. The author may also have revised the text of the original AIA standard form. An Additions and Deletions Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed. A vertical line in the left margin of this document indicates where the author has added necessary information and where the author has added to or deleted from the original AIA text. This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification. The parties should complete A101®–2017, Exhibit A, Insurance and Bonds, contemporaneously with this Agreement. AIA Document A201®–2017, General Conditions of the Contract for Construction, is adopted in this document by reference. Do not use with other general conditions unless this document is modified. AGREEMENT made as of the day of in the year 2026 (In words, indicate day, month and year.) BETWEEN the Owner: (Name, legal status, address and other information) Union County, North Carolina 500 N. Main Street Monroe, NC 28112 and the Contractor: (Name, legal status, address and other information) Rushing Contracting Group, Inc. 3819 Old Camden Rd Monroe, NC 28110 for the following Project: (Name, location and detailed description) IFB-2026-020 Union County Sheriff’s Office Fuel Station 3370 Presson Rd Monroe NC The Architect: (Name, legal status, address and other information) LaBella Associates 400 South Tryon Street, Suite 1300 Charlotte, NC 28285 The Owner and Contractor agree as follows. 396 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 2 TABLE OF ARTICLES 1 THE CONTRACT DOCUMENTS 2 THE WORK OF THIS CONTRACT 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION 4 CONTRACT SUM 5 PAYMENTS 6 DISPUTE RESOLUTION 7 TERMINATION OR SUSPENSION 8 MISCELLANEOUS PROVISIONS 9 ENUMERATION OF CONTRACT DOCUMENTS EXHIBIT A INSURANCE AND BONDS ARTICLE 1 THE CONTRACT DOCUMENTS The Contract Documents consist of this Agreement, Conditions of the Contract (General, Supplementary, and other Conditions), Drawings, Specifications, Addenda issued prior to execution of this Agreement, other documents listed in Article 9 of this Agreement, and Modifications issued after execution of this Agreement, all of which form the Contract, and are as fully a part of the Contract as if attached to this Agreement or repeated herein. The Contract represents the entire and integrated agreement between the parties hereto and supersedes prior negotiations, representations, or agreements, either written or oral. An enumeration of the Contract Documents, other than a Modification, appears in Article 9. ARTICLE 2 THE WORK OF THIS CONTRACT The Contractor shall fully execute the Work described in the Contract Documents or reasonably inferable by the Contractor as necessary to produce the results intended by the Contract Documents, except as specifically indicated in the Contract Documents to be the responsibility of others. Except as expressly provided for in the Contract Documents to the contrary, the Contractor at its sole cost, risk, and expense shall construct, equip, provide, purchase, pay for, and furnish all of the Work in accordance with the Contract Documents and governmental codes and regulations as they apply to performance of the Work. ARTICLE 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION § 3.1 The date of commencement of the Work shall be: (Check one of the following boxes.) [ ]The date of this Agreement. [ X ]A date set forth in a notice to proceed issued by the Owner. [ ]Established as follows: (Insert a date or a means to determine the date of commencement of the Work.) If a date of commencement of the Work is not selected, then the date of commencement shall be the date of this Agreement. § 3.2 The Contract Time shall be measured from the date of commencement of the Work. 397 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 3 § 3.3 Substantial Completion § 3.3.1 Subject to adjustments of the Contract Time as provided in the Contract Documents, the Contractor shall achieve Substantial Completion of the entire Work: (Check one of the following boxes and complete the necessary information.) [ X ]Not later than One Hundred-Fifty ( 150) calendar days from the date of commencement of the Work. [ ]By the following date: § 3.3.2 Subject to adjustments of the Contract Time as provided in the Contract Documents, if portions of the Work are to be completed prior to Substantial Completion of the entire Work, the Contractor shall achieve Substantial Completion of such portions by the following dates: Portion of Work Substantial Completion Date § 3.3.3 If the Contractor fails to achieve Substantial Completion as provided in this Section 3.3, liquidated damages, if any, shall be assessed as set forth in Section 4.5. ARTICLE 4 CONTRACT SUM § 4.1 The Owner shall pay the Contractor the Contract Sum in current funds for the Contractor’s performance of the Contract. The Contract Sum shall be Three Hundred-Ninety-One-Thousand Sixty-Seven Dollars and 20/100 ($ 391,067.20), subject to additions and deductions as provided in the Contract Documents. § 4.2 Alternates § 4.2.1 Alternates, if any, included in the Contract Sum: Item 1 Price Alternate 1: Split-Face CMU Encloser Wall with Integral Color $10,392.00 Item 2 Price Alternate 2: JE Adams 8685-2FG Air Machine w/Gast compressor pedestal mount $2875.00 Item 3 Price Alternate 3: Two (2) Security Cameras (AXIS P4707-PLVE Dual Lens $5250.00 § 4.2.2 Subject to the conditions noted below, the following alternates may be accepted by the Owner following execution of this Agreement. Upon acceptance, the Owner shall issue a Modification to this Agreement. (Insert below each alternate and the conditions that must be met for the Owner to accept the alternate.) Item Price Conditions for Acceptance § 4.3 Allowances, if any, included in the Contract Sum: (Identify each allowance.) Item Price Owners Contingency Allowance Thirty-Three Thousand Eight Hundred Sixty-Eight Dollars 20/100 ($33,868.20) § 4.4 Unit prices, if any: (Identify the item and state the unit price and quantity limitations, if any, to which the unit price will be applicable.) 398 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 4 Item-Cost to provide and install above ground Highland Fuel Tank 12,000 gallons and dispensing system as shown on the plans and specifications Bid Price per Unit ($181,020.00) Item-Cost of material and labor to construct a Three-Sided CMU Enclosure Wall with Protective Bollards as shown on the plans and specifications Bid Price per Unit ($54,130.00) Item-Cost of material and labor to provide and install all Remaining Scope of work as shown on plans and specifications Bid Price per Unit ($103,532.00) Unit prices are considered complete and include (i) all materials, equipment, labor, delivery, installation, overhead, and profit; and (ii) any other costs or expenses in connection with, or incidental to, the performance of that portion of the Work to which such unit prices apply. § 4.5 Liquidated damages, if any: (Insert terms and conditions for liquidated damages, if any.) § 4.5.1 The Contractor acknowledges and recognizes that the Owner is entitled to full and beneficial occupancy and use of the completed Work following expiration of the Contract Time and that the Owner has relied on the Contractor’s duty to achieve Substantial Completion of the Work within the Contract Time. The Contractor further acknowledges and agrees that if the Contractor fails to cause the Substantial Completion of any portion of the Work within the Contract Time, the Owner will sustain extensive damages and serious loss as a result of such failure. The exact amount of such damages will be extremely difficult to ascertain. Therefore, the Owner and the Contractor agree as set forth in this Section 4.5. § 4.5.2 If the Contractor fails to achieve Substantial Completion of the Work within the Contract Time, the Owner shall be entitled to retain or recover from the Contractor, as liquidated damages and not as a penalty, the amount of Two Hundred Fifty Dollars ($250.00) per day, commencing upon the first day following expiration of the Contract Time and continuing until the date that the Contractor achieves Substantial Completion of the entire Work. Such liquidated damages are hereby agreed to be a reasonable pre-estimate of damages the Owner will incur as a result of delayed completion of the Work. § 4.5.3 The Owner may deduct liquidated damages described in Subsection 4.5.2 from any unpaid amounts then or thereafter due the Contractor under the Contract Documents, as provided herein and otherwise in the Contract Documents. Any liquidated damages not so deducted from any unpaid amount due the Contractor shall be payable by the Contractor to the Owner together with interest from the date of the demand at the highest interest rate allowed by applicable law. § 4.5.4 Notwithstanding anything to the contrary in the Contract Documents, if the Owner is unable to recover any portion of liquidated damages in accordance with the terms and conditions of Section 4.5 because any portion of Section 4.5 is found to be unenforceable or invalid as a penalty or otherwise, then the Owner shall be entitled to recover from the Contractor all of the Owner’s actual damages in connection with any failure by the Contractor to achieve Substantial Completion of the Work within the Contract Time, including, without limitation, consequential damages. § 4.6 Other: (Insert provisions for bonus or other incentives, if any, that might result in a change to the Contract Sum.) Notwithstanding anything herein to the contrary, the amount expended under this Contract shall not exceed the Contract Sum set forth in Section 4.1 without the execution of a Modification. ARTICLE 5 PAYMENTS § 5.1 Progress Payments § 5.1.1 Based upon Applications for Payment submitted to the Architect by the Contractor and Certificates for Payment issued by the Architect, the Owner shall make progress payments on account of the Contract Sum to the Contractor as provided below and elsewhere in the Contract Documents. 399 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 5 § 5.1.2 The period covered by each Application for Payment shall be one calendar month ending on the last day of the month, or as follows: § 5.1.3 Provided that an Application for Payment is received by the Architect not later than the 5th day of a month, the Owner shall make payment of the amount certified to the Contractor not later than the 15th day of the following month. If an Application for Payment is received by the Architect after the application date fixed above, payment of the amount certified shall be made by the Owner not later than forty-five ( 45 ) days after the Architect receives the Application for Payment. (Federal, state or local laws may require payment within a certain period of time.) § 5.1.4 Each Application for Payment shall be based on the most recent schedule of values submitted by the Contractor in accordance with the Contract Documents. The schedule of values shall allocate the entire Contract Sum among the various portions of the Work. The schedule of values shall be prepared in such form, and supported by such data to substantiate its accuracy, as the Architect may require. This schedule of values shall be used as a basis for reviewing the Contractor’s Applications for Payment. § 5.1.5 Applications for Payment shall show the percentage of completion of each portion of the Work as of the end of the period covered by the Application for Payment. § 5.1.6 In accordance with AIA Document A201™–2017, General Conditions of the Contract for Construction, and subject to other provisions of the Contract Documents, the amount of each progress payment shall be computed as follows: § 5.1.6.1 The amount of each progress payment shall first include: .1 That portion of the Contract Sum properly allocable to completed Work; .2 That portion of the Contract Sum properly allocable to materials and equipment delivered and suitably stored at the site for subsequent incorporation in the completed construction, or, if approved in advance by the Owner, suitably stored off the site at a location agreed upon in writing; and .3 That portion of Construction Change Directives that the Architect determines, in the Architect’s professional judgment, to be reasonably justified. § 5.1.6.2 The amount of each progress payment shall then be reduced by: .1 The aggregate of any amounts previously paid by the Owner; .2 The amount, if any, for Work that remains uncorrected and for which the Architect has previously withheld a Certificate for Payment as provided in Article 9 of AIA Document A201–2017; .3 Any amount for which the Contractor does not intend to pay a Subcontractor or material supplier, unless the Work has been performed by others the Contractor intends to pay; .4 For Work performed or defects discovered since the last payment application, any amount for which the Architect may withhold payment, or nullify a Certificate of Payment in whole or in part, as provided in Article 9 of AIA Document A201–2017; and .5 Retainage withheld pursuant to Section 5.1.7. § 5.1.7 Retainage § 5.1.7.1 For each progress payment made prior to Substantial Completion of the Work, the Owner may withhold retainage as set forth in Section 5.1.7: (Insert a percentage or amount to be withheld as retainage from each Application for Payment. The amount of retainage may be limited by governing law.) The Owner shall make progress payments on account of the Contract Price on the basis of the Contractor’s Applications for Payment as recommended by the Architect monthly. Until the Work is fifty percent (50%) completed, retainage will be five percent (5%) of any progress payment due to the Contractor. The Work shall be deemed fifty percent (50%) complete when the Contractor’s gross project invoices, excluding the value of materials stored off-site, equal or exceed fifty percent (50%) of the value of the Contract, except the value of materials stored on-site shall not exceed twenty percent (20%) of the Contractor’s gross project invoices for the purpose of determining whether the Work is fifty percent (50%) complete. 400 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 6 (Paragraphs deleted) § 5.1.7.2 Reduction or limitation of retainage, if any, shall be as follows: (If the retainage established in Section 5.1.7.1 is to be modified prior to Substantial Completion of the entire Work, including modifications for Substantial Completion of portions of the Work as provided in Section 3.3.2, insert provisions for such modifications.) When the Work is fifty percent (50%) complete, and if the Contractor continues to perform satisfactorily and any nonconforming Work identified and noticed prior to that time by the Architect or the Owner has been corrected by the Contractor and accepted by the Architect and the Owner, no further retainage shall be retained from progress payments due to the Contractor. However, following fifty percent (50%) completion of the Work, the Owner may withhold additional retainage from a subsequent progress payment, not to exceed five percent (5%) in order to allow the Owner to retain two and one-half percent (2.5%) total retainage through the completion of the Work. Subsequent to reducing retainage, the full retainage of payments authorized (up to five percent (5%) of each subsequent progress payment application) may be reinstated if the Owner determines the Contractor’s performance is unsatisfactory. § 5.1.7.3 Except as set forth in this Section 5.1.7.3, upon Substantial Completion of the Work, the Contractor may submit an Application for Payment that includes the retainage withheld from prior Applications for Payment pursuant to this Section 5.1.7. The Application for Payment submitted at Substantial Completion shall not include retainage as follows: (Insert any other conditions for release of retainage upon Substantial Completion.) The Owner may retain sufficient funds to secure completion of the Work or correction of any of the Work. If the Owner retain such funds, the amount retained shall not exceed two and one-half (2 ½) times the estimated value of the Work remaining to be completed or corrected. § 5.1.8 If final completion of the Work is materially delayed through no fault of the Contractor, the Owner shall pay the Contractor any additional amounts in accordance with Article 9 of AIA Document A201–2017. § 5.1.9 Except with the Owner’s prior approval, the Contractor shall not make advance payments to suppliers for materials or equipment which have not been delivered and stored at the site. § 5.1.10 Consent of the Surety shall be obtained before any retainage is paid by the Owner. Consent of the Surety, signed by an agent, must be accompanied by a certified copy of such agent’s authority to act for the Surety. § 5.2 Final Payment § 5.2.1 Final payment, constituting the entire unpaid balance of the Contract Sum, shall be made by the Owner to the Contractor when .1 the Contractor has fully performed the Contract except for the Contractor’s responsibility to correct Work as provided in Article 12 of AIA Document A201–2017, and to satisfy other requirements, if any, which extend beyond final payment; and .2 a final Certificate for Payment has been issued by the Architect. § 5.2.2 The Owner’s final payment to the Contractor shall be made no later than 45 days after the issuance of the Architect’s final Certificate for Payment, or as follows: § 5.3 Interest Payments due and unpaid under the Contract shall bear interest from the date payment is due at the rate stated below, or in the absence thereof, at the legal rate prevailing from time to time at the place where the Project is located. (Insert rate of interest agreed upon, if any.) 12 % per annum, or the minimum rate allowed by applicable law, if less, for such time as interest may accrue and no more. 401 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 7 ARTICLE 6 DISPUTE RESOLUTION § 6.1 Initial Decision Maker The Architect will serve as the Initial Decision Maker pursuant to Article 15 of AIA Document A201–2017, unless the parties appoint below another individual, not a party to this Agreement, to serve as the Initial Decision Maker. (If the parties mutually agree, insert the name, address and other contact information of the Initial Decision Maker, if other than the Architect.) § 6.2 Binding Dispute Resolution For any Claim subject to, but not resolved by, mediation pursuant to Article 15 of AIA Document A201–2017, the method of binding dispute resolution shall be as follows: (Check the appropriate box.) [ X ]Litigation in a court of competent jurisdiction If the Owner and Contractor do not select a method of binding dispute resolution, or do not subsequently agree in writing to a binding dispute resolution method other than litigation, Claims will be resolved by litigation in a court of competent jurisdiction. ARTICLE 7 TERMINATION OR SUSPENSION § 7.1 The Contract may be terminated by the Owner or the Contractor as provided in Article 14 of AIA Document A201–2017. § 7.1.1 If the Contract is terminated for the Owner’s convenience in accordance with Article 14 of AIA Document A201–2017, then the Owner shall pay the Contractor a termination fee as follows: (Insert the amount of, or method for determining, the fee, if any, payable to the Contractor following a termination for the Owner’s convenience.) N/A (No termination fee) § 7.2 The Work may be suspended by the Owner as provided in Article 14 of AIA Document A201–2017. ARTICLE 8 MISCELLANEOUS PROVISIONS § 8.1 Where reference is made in this Agreement to a provision of AIA Document A201–2017 or another Contract Document, the reference refers to that provision as amended or supplemented by other provisions of the Contract Documents. § 8.2 The Owner’s representative: (Name, address, email address, and other information) Chris Boyd Director Facilities and Fleet Management 1407 Airport Road Monroe, NC 28110 § 8.3 The Contractor’s representative: (Name, address, email address, and other information) Rushing Contracting Group, Inc. 3819 Old Camden Rd Monroe, NC 28110 402 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 8 § 8.4 Neither the Owner’s nor the Contractor’s representative shall be changed without ten days’ prior notice to the other party. § 8.5 Insurance and Bonds § 8.5.1 The Owner and the Contractor shall purchase and maintain insurance as set forth in AIA Document A101™–2017, Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum, Exhibit A, Insurance and Bonds, and elsewhere in the Contract Documents. § 8.5.2 The Contractor shall provide bonds as set forth in AIA Document A101™–2017 Exhibit A, and elsewhere in the Contract Documents. (Paragraphs deleted) § 8.7 Other provisions: The Contractor represents and warrants the following to the Owner (in addition to any other representations and warranties contained in the Contract Documents), as an inducement to the Owner to execute this Contract, which representations and warranties shall survive the execution and delivery of this Contract, any termination of this Contract, and the final completion of the Work: (i) that it and its Subcontractors are financially solvent, able to pay all debts as they mature, and possessed of sufficient working capital to complete the Work and perform all obligations hereunder; (ii) that it is able to furnish the plant, tools, materials, supplies, equipment, and labor required to complete the Work and perform its obligations hereunder; (iii) that it is authorized to do business in the State of North Carolina and properly licensed by all necessary governmental and public and quasi-public authorities having jurisdiction over it and over the Work and the Project, including, without limitation, a valid North Carolina general contractor’s license; (iv) that its execution of this Contract and its performance thereof is within its duly authorized powers; (v) that its duly authorized representatives has visited the site of the Project, familiarized himself with the local and special conditions under which the Work is to be performed, and correlated its observations with the requirements of the Contract Documents; and (vi) that it possesses a high level of experience and expertise in the business administration, construction, construction management, and superintendent of projects of the size, complexity, and nature of this Project, and it will perform the Work with the care, skill, and diligence of such a contractor. The foregoing warranties are in addition to, and not in lieu of, any and all other liability imposed upon the Contractor by law with respect to the Contractor’s duties, obligations, and performance hereunder. The Contractor acknowledges that the Owner is relying upon the Contractor’s skill and experience in connection with the Work called for hereunder. ARTICLE 9 ENUMERATION OF CONTRACT DOCUMENTS § 9.1 This Agreement is comprised of the following documents: .1 AIA Document A101™–2017, Standard Form of Agreement Between Owner and Contractor .2 AIA Document A101™–2017, Exhibit A, Insurance and Bonds .3 AIA Document A201™–2017, General Conditions of the Contract for Construction (Paragraphs deleted) .5 Drawings Number Title Date G001 M101 M201 M202 E101 E201 A101 Cover Sheet Fuel Station Site Plan Equipment Details Equipment Details Electrical Plans, Notes & Schedules Electrical Power Riser & Specifications Enclosure Plan 1.20.2026 1.20.2026 1.20.2026 1.20.2026 1.20.2026 1.20.2026 1.20.2026 403 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 9 S001 S101 General Notes Fountain Plan 1.20.2026 1.20.2026 .6 Specifications Addenda, if any: Date Pages Addendum No.1 February 19, 2026 3pg. Date Pages Addendum No.2 March 24,2026 5pg. Portions of Addenda relating to bidding or proposal requirements are not part of the Contract Documents unless the bidding or proposal requirements are also enumerated in this Article 9. .8 Other Exhibits: (Check all boxes that apply and include appropriate information identifying the exhibit where required.) [ ]AIA Document E204™–2017, Sustainable Projects Exhibit, dated as indicated below: (Insert the date of the E204-2017 incorporated into this Agreement.) [ ]The Sustainability Plan: Title Date Pages [ ]Supplementary and other Conditions of the Contract: Document Title Date Pages .9 Other documents, if any, listed below: Section Title Pages DIVISION 01 01 10 00 01 23 00 01 26 00 01 29 00 01 31 00 01 32 00 01 33 00 01 40 00 01 42 00 01 50 00 01 60 00 01 73 00 01 73 29 01 74 19 01 77 00 01 78 23 01 78 39 01 79 00 SUMMARY ALTERNATES CONTRACT MODIFICATION PROCEDURES PAYMENT PROCEDURES PROJECT MANAGEMENT AND COORDINATION CONSTRUCTION PROGRESS DOCUMENTATION SUBMITTAL PROCEDURES QUALITY REQUIREMENTS REFERENCES TEMPORARY FACILITIES AND CONTROLS PRODUCT REQUIREMENTS EXECUTION CUTTING AND PATCHING CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL CLOSEOUT PROCEDURES OPERATION AND MAINTENANCE DATA PROJECT RECORD DOCUMENTS DEMONSTRATION AND TRAINING 3 pg. 2 pg. 2 pg. 3 pg. 5 pg. 3 pg. 8 pg. 6 pg. 2 pg. 5 pg. 6 pg. 5 pg. 3 pg. 5 pg. 4 pg. 5 pg. 3 pg. 2 pg. 404 Init. / AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 10 (List here any additional documents that are intended to form part of the Contract Documents. AIA Document A201™–2017 provides that the advertisement or invitation to bid, Instructions to Bidders, sample forms, the Contractor’s bid or proposal, portions of Addenda relating to bidding or proposal requirements, and other information furnished by the Owner in anticipation of receiving bids or proposals, are not part of the Contract Documents unless enumerated in this Agreement. Any such documents should be listed here only if intended to be part of the Contract Documents.) Performance Bond Payment Bond Notice to Proceed Minority Participation Forms (Guidelines for Recruitment and Selection of Minority Businesses for Participation in Union County Construction Contracts, pages 1-13; Identification of HUB Certified/Minority Business Participation Form; Affidavits A-D, if required by the terms thereof; and Appendix E, MBE Documentation for Contract Payments This Agreement entered into as of the day and year first written above. OWNER (Signature)CONTRACTOR (Signature) Brian W Matthews, County Manager (Printed name and title) Matthew Seth Rushing, President/Owner (Printed name and title) 405 Additions and Deletions Report for AIA® Document A101® – 2017 This Additions and Deletions Report, as defined on page 1 of the associated document, reproduces below all text the author has added to the standard form AIA document in order to complete it, as well as any text the author may have added to or deleted from the original AIA text. Added text is shown underlined. Deleted text is indicated with a horizontal line through the original AIA text. Note: This Additions and Deletions Report is provided for information purposes only and is not incorporated into or constitute any part of the associated AIA document. This Additions and Deletions Report and its associated document were generated simultaneously by AIA software at 11:28:57 on 04/23/2026. Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 1 PAGE 1 AGREEMENT made as of the day of in the year 2026 … Union County, North Carolina 500 N. Main Street Monroe, NC 28112 … Rushing Contracting Group, Inc. 3819 Old Camden Rd Monroe, NC 28110 … IFB-2026-020 Union County Sheriff’s Office Fuel Station 3370 Presson Rd Monroe NC … LaBella Associates 400 South Tryon Street, Suite 1300 Charlotte, NC 28285 PAGE 2 The Contract Documents consist of this Agreement, Conditions of the Contract (General, Supplementary, and other Conditions), Drawings, Specifications, Addenda issued prior to execution of this Agreement, other documents listed in Article 9 of this Agreement, and Modifications issued after execution of this Agreement, all of which form the Contract, and are as fully a part of the Contract as if attached to this Agreement or repeated herein. The Contract represents the entire and integrated agreement between the parties hereto and supersedes prior negotiations, representations, or agreements, either written or oral. An enumeration of the Contract Documents, other than a Modification, appears in Article 9. … The Contractor shall fully execute the Work described in the Contract Documents or reasonably inferable by the Contractor as necessary to produce the results intended by the Contract Documents, except as specifically indicated in the Contract Documents to be the responsibility of others. Except as expressly provided for in the Contract Documents to the contrary, the Contractor at its sole cost, risk, and expense shall construct, equip, provide, purchase, 406 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 2 pay for, and furnish all of the Work in accordance with the Contract Documents and governmental codes and regulations as they apply to performance of the Work. … [ X ]A date set forth in a notice to proceed issued by the Owner. PAGE 3 [ X ]Not later than ( ) One Hundred-Fifty ( 150) calendar days from the date of commencement of the Work. … § 4.1 The Owner shall pay the Contractor the Contract Sum in current funds for the Contractor’s performance of the Contract. The Contract Sum shall be ($ ), Three Hundred-Ninety-One-Thousand Sixty-Seven Dollars and 20/100 ($ 391,067.20), subject to additions and deductions as provided in the Contract Documents. … Item 1 Price Alternate 1: Split-Face CMU Encloser Wall with Integral Color $10,392.00 Item 2 Price Alternate 2: JE Adams 8685-2FG Air Machine w/Gast compressor pedestal mount $2875.00 Item 3 Price Alternate 3: Two (2) Security Cameras (AXIS P4707-PLVE Dual Lens $5250.00 … Owners Contingency Allowance Thirty-Three Thousand Eight Hundred Sixty-Eight Dollars 20/100 ($33,868.20) PAGE 4 Item-Cost to provide and install above ground Highland Fuel Tank 12,000 gallons and dispensing system as shown on the plans and specifications Bid Price per Unit ($181,020.00) Item-Cost of material and labor to construct a Three-Sided CMU Enclosure Wall with Protective Bollards as shown on the plans and specifications Bid Price per Unit ($54,130.00) Item Units and Limitations Price per Unit ($0.00) Item-Cost of material and labor to provide and install all Remaining Scope of work as shown on plans and specifications Bid Price per Unit ($103,532.00) Unit prices are considered complete and include (i) all materials, equipment, labor, delivery, installation, overhead, and profit; and (ii) any other costs or expenses in connection with, or incidental to, the performance of that portion of the Work to which such unit prices apply. … § 4.5.1 The Contractor acknowledges and recognizes that the Owner is entitled to full and beneficial occupancy and use of the completed Work following expiration of the Contract Time and that the Owner has relied on the 407 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 3 Contractor’s duty to achieve Substantial Completion of the Work within the Contract Time. The Contractor further acknowledges and agrees that if the Contractor fails to cause the Substantial Completion of any portion of the Work within the Contract Time, the Owner will sustain extensive damages and serious loss as a result of such failure. The exact amount of such damages will be extremely difficult to ascertain. Therefore, the Owner and the Contractor agree as set forth in this Section 4.5. § 4.5.2 If the Contractor fails to achieve Substantial Completion of the Work within the Contract Time, the Owner shall be entitled to retain or recover from the Contractor, as liquidated damages and not as a penalty, the amount of Two Hundred Fifty Dollars ($250.00) per day, commencing upon the first day following expiration of the Contract Time and continuing until the date that the Contractor achieves Substantial Completion of the entire Work. Such liquidated damages are hereby agreed to be a reasonable pre-estimate of damages the Owner will incur as a result of delayed completion of the Work. § 4.5.3 The Owner may deduct liquidated damages described in Subsection 4.5.2 from any unpaid amounts then or thereafter due the Contractor under the Contract Documents, as provided herein and otherwise in the Contract Documents. Any liquidated damages not so deducted from any unpaid amount due the Contractor shall be payable by the Contractor to the Owner together with interest from the date of the demand at the highest interest rate allowed by applicable law. § 4.5.4 Notwithstanding anything to the contrary in the Contract Documents, if the Owner is unable to recover any portion of liquidated damages in accordance with the terms and conditions of Section 4.5 because any portion of Section 4.5 is found to be unenforceable or invalid as a penalty or otherwise, then the Owner shall be entitled to recover from the Contractor all of the Owner’s actual damages in connection with any failure by the Contractor to achieve Substantial Completion of the Work within the Contract Time, including, without limitation, consequential damages. … Notwithstanding anything herein to the contrary, the amount expended under this Contract shall not exceed the Contract Sum set forth in Section 4.1 without the execution of a Modification. PAGE 5 § 5.1.3 Provided that an Application for Payment is received by the Architect not later than the 5th day of a month, the Owner shall make payment of the amount certified to the Contractor not later than the 15th day of the following month. If an Application for Payment is received by the Architect after the application date fixed above, payment of the amount certified shall be made by the Owner not later than forty-five ( 45 ) days after the Architect receives the Application for Payment. … § 5.1.7.1 For each progress payment made prior to Substantial Completion of the Work, the Owner may withhold the following amount, as retainage, from the payment otherwise due:retainage as set forth in Section 5.1.7: … The Owner shall make progress payments on account of the Contract Price on the basis of the Contractor’s Applications for Payment as recommended by the Architect monthly. Until the Work is fifty percent (50%) completed, retainage will be five percent (5%) of any progress payment due to the Contractor. The Work shall be deemed fifty percent (50%) complete when the Contractor’s gross project invoices, excluding the value of materials stored off-site, equal or exceed fifty percent (50%) of the value of the Contract, except the value of materials stored on-site shall not exceed twenty percent (20%) of the Contractor’s gross project invoices for the purpose of determining whether the Work is fifty percent (50%) complete. § 5.1.7.1.1 The following items are not subject to retainage: (Insert any items not subject to the withholding of retainage, such as general conditions, insurance, etc.) 408 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 4 PAGE 6 When the Work is fifty percent (50%) complete, and if the Contractor continues to perform satisfactorily and any nonconforming Work identified and noticed prior to that time by the Architect or the Owner has been corrected by the Contractor and accepted by the Architect and the Owner, no further retainage shall be retained from progress payments due to the Contractor. However, following fifty percent (50%) completion of the Work, the Owner may withhold additional retainage from a subsequent progress payment, not to exceed five percent (5%) in order to allow the Owner to retain two and one-half percent (2.5%) total retainage through the completion of the Work. Subsequent to reducing retainage, the full retainage of payments authorized (up to five percent (5%) of each subsequent progress payment application) may be reinstated if the Owner determines the Contractor’s performance is unsatisfactory. … The Owner may retain sufficient funds to secure completion of the Work or correction of any of the Work. If the Owner retain such funds, the amount retained shall not exceed two and one-half (2 ½) times the estimated value of the Work remaining to be completed or corrected. … § 5.1.10 Consent of the Surety shall be obtained before any retainage is paid by the Owner. Consent of the Surety, signed by an agent, must be accompanied by a certified copy of such agent’s authority to act for the Surety. … § 5.2.2 The Owner’s final payment to the Contractor shall be made no later than 30 45 days after the issuance of the Architect’s final Certificate for Payment, or as follows: … 12 % per annum, or the minimum rate allowed by applicable law, if less, for such time as interest may accrue and no more. PAGE 7 [ ]Arbitration pursuant to Section 15.4 of AIA Document A201–2017 [ X ]Litigation in a court of competent jurisdiction [ ]Other (Specify) … N/A (No termination fee) … Chris Boyd Director Facilities and Fleet Management 1407 Airport Road Monroe, NC 28110 … Rushing Contracting Group, Inc. 3819 Old Camden Rd Monroe, NC 28110 409 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 5 PAGE 8 § 8.6 Notice in electronic format, pursuant to Article 1 of AIA Document A201–2017, may be given in accordance with a building information modeling exhibit, if completed, or as otherwise set forth below: (If other than in accordance with a building information modeling exhibit, insert requirements for delivering notice in electronic format such as name, title, and email address of the recipient and whether and how the system will be required to generate a read receipt for the transmission.) The Contractor represents and warrants the following to the Owner (in addition to any other representations and warranties contained in the Contract Documents), as an inducement to the Owner to execute this Contract, which representations and warranties shall survive the execution and delivery of this Contract, any termination of this Contract, and the final completion of the Work: (i) that it and its Subcontractors are financially solvent, able to pay all debts as they mature, and possessed of sufficient working capital to complete the Work and perform all obligations hereunder; (ii) that it is able to furnish the plant, tools, materials, supplies, equipment, and labor required to complete the Work and perform its obligations hereunder; (iii) that it is authorized to do business in the State of North Carolina and properly licensed by all necessary governmental and public and quasi-public authorities having jurisdiction over it and over the Work and the Project, including, without limitation, a valid North Carolina general contractor’s license; (iv) that its execution of this Contract and its performance thereof is within its duly authorized powers; (v) that its duly authorized representatives has visited the site of the Project, familiarized himself with the local and special conditions under which the Work is to be performed, and correlated its observations with the requirements of the Contract Documents; and (vi) that it possesses a high level of experience and expertise in the business administration, construction, construction management, and superintendent of projects of the size, complexity, and nature of this Project, and it will perform the Work with the care, skill, and diligence of such a contractor. The foregoing warranties are in addition to, and not in lieu of, any and all other liability imposed upon the Contractor by law with respect to the Contractor’s duties, obligations, and performance hereunder. The Contractor acknowledges that the Owner is relying upon the Contractor’s skill and experience in connection with the Work called for hereunder. … .4 Building information modeling exhibit, dated as indicated below: (Insert the date of the building information modeling exhibit incorporated into this Agreement.) … G001 M101 M201 M202 E101 E201 A101 S001 Cover Sheet Fuel Station Site Plan Equipment Details Equipment Details Electrical Plans, Notes & Schedules Electrical Power Riser & Specifications Enclosure Plan General Notes 1.20.2026 1.20.2026 1.20.2026 1.20.2026 1.20.2026 1.20.2026 1.20.2026 1.20.2026 410 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 6 S101 Fountain Plan 1.20.2026 PAGE 9 Section Title Date Pages .7 Addenda, if any: Date Pages Addendum No.1 February 19, 2026 3pg. Number Date Pages Addendum No.2 March 24,2026 5pg. PAGE 10 Performance Bond Payment Bond Notice to Proceed Minority Participation Forms (Guidelines for Recruitment and Selection of Minority Businesses for Participation in Union County Construction Contracts, pages 1-13; Identification of HUB Certified/Minority Business Participation Form; Affidavits A-D, if required by the terms thereof; and Appendix E, MBE Documentation for Contract Payments … Brian W Matthews, County Manager (Printed name and title) Matthew Seth Rushing, President/Owner (Printed name and title) Section Title Pages DIVISION 01 01 10 00 01 23 00 01 26 00 01 29 00 01 31 00 01 32 00 01 33 00 01 40 00 01 42 00 01 50 00 01 60 00 01 73 00 01 73 29 01 74 19 01 77 00 01 78 23 01 78 39 01 79 00 SUMMARY ALTERNATES CONTRACT MODIFICATION PROCEDURES PAYMENT PROCEDURES PROJECT MANAGEMENT AND COORDINATION CONSTRUCTION PROGRESS DOCUMENTATION SUBMITTAL PROCEDURES QUALITY REQUIREMENTS REFERENCES TEMPORARY FACILITIES AND CONTROLS PRODUCT REQUIREMENTS EXECUTION CUTTING AND PATCHING CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL CLOSEOUT PROCEDURES OPERATION AND MAINTENANCE DATA PROJECT RECORD DOCUMENTS DEMONSTRATION AND TRAINING 3 pg. 2 pg. 2 pg. 3 pg. 5 pg. 3 pg. 8 pg. 6 pg. 2 pg. 5 pg. 6 pg. 5 pg. 3 pg. 5 pg. 4 pg. 5 pg. 3 pg. 2 pg. 411 AIA Document D401 – 2003. Copyright © 1992 and 2003. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 11:28:57 on 04/23/2026 under Order No.20250142948 which expires on 07/08/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (1933847402) 1 Certification of Document’s Authenticity AIA® Document D401™ – 2003 I, , hereby certify, to the best of my knowledge, information and belief, that I created the attached final document simultaneously with its associated Additions and Deletions Report and this certification at 11:28:57 on 04/23/2026 under Order No. 20250142948 from AIA Contract Documents software and that in preparing the attached final document I made no changes to the original text of AIA® Document A101™ – 2017, Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum, other than those additions and deletions shown in the associated Additions and Deletions Report. _____________________________________________________________ (Signed) _____________________________________________________________ (Title) _____________________________________________________________ (Dated) 412 RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS PROVIDING NOTICE OF THE UNION COUNTY SHERIFF’S OFFICE FUELING STATION PROJECT CONSTRUCTION WHEREAS, pursuant to G.S § 153A-457, a county shall notify property owners and adjacent property owners prior to commencement of any construction project by the county; and WHEREAS, G.S. § 153A-457 provides that notice of a county construction project is deemed sufficient if notice of the construction project is given in any open meeting of the county prior to the commencement of the construction project; and WHEREAS, the Union County Board of Commissioners desires to give notice of construction of the UNION COUNTY SHERIFF’S OFFICE FUELING STATION 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 UNION COUNTY SHERIFF’S OFFICE FUELING STATION PROJECT on property located at 3370 Presson Rd, Monroe, NC 28112 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 18th day of May, 2026. Attest: Lynn West, Clerk to the Board Brian Helms, Chairman Union County Board of Commissioners 413 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-269 Agenda Date:5/18/2026 TITLE:..title Tax Bill Correction Report for April 2026 INFORMATION CONTACT: Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624 ACTION REQUESTED: Approve Tax Bill Correction Reports for April 2026. PRIOR BOARD ACTIONS: None. BACKGROUND: In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County Commissioners is authorized to make and approve certain changes to property tax records. Approvalof such changes may result in either a release, refund, or discovery of ad valorem taxes. The attached report provides detailed information on all tax bills that were modified. Included in the reportfor each correction is the parcel number or property key, owner name, reason for the change, original value, original tax, corrected value, corrected tax, and refund, if applicable. FINANCIAL IMPACT: April Refund amount = $5,399.17 Union County, NC Printed on 5/5/2026Page 1 of 1 powered by Legistar™414 Union CountyCorrection Listing ReportPage 1 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal253.566,318.556,064.9901012004 RE 2025 4/14/2026 1,199,800 1,249,960 50,1600.000.00 0.00ValueLLTaxINT10.780.00 10.780.00PUV ROLLBACKTax TTL6,064.99 6,329.33 264.342025002112BATES, GERALD A JRPublic Notes:131.696,397.246,265.5501012004 RE 2024 4/14/2026 968,700 989,060 20,3600.000.00 0.00ValueLLTaxINT17.450.00 17.450.00PUV ROLLBACKTax TTL6,265.55 6,414.69 149.142025002112BATES, GERALD A JRPublic Notes:127.546,195.476,067.9301012004 RE 2023 4/14/2026 968,700 989,060 20,3600.000.00 0.00ValueLLTaxINT28.380.00 28.380.00PUV ROLLBACKTax TTL6,067.93 6,223.85 155.922025002112BATES, GERALD A JRPublic Notes:765.60793.8128.2104090016 RE 2025 4/30/2026 5,900 166,000 160,1000.000.00 0.00ValueLLTaxINT32.540.00 32.540.00PUV ROLLBACKTax TTL28.21 826.35 798.142025002150NIAZI-SAI BI-BI MIRIAM REVPublic Notes:466.32504.0137.6904090016 RE 2024 4/30/2026 5,900 78,900 73,0000.000.00 0.00ValueLLTaxINT61.790.00 61.790.00PUV ROLLBACKTax TTL37.69 565.80 528.112025002150NIAZI-SAI BI-BI MIRIAM REVPublic Notes:454.64491.3936.7504090016 RE 2023 4/30/2026 5,900 78,900 73,0000.000.00 0.00ValueLLTaxINT101.150.00 101.150.00PUV ROLLBACKTax TTL36.75 592.54 555.792025002150NIAZI-SAI BI-BI MIRIAM REVPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated415 Union CountyCorrection Listing ReportPage 2 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal236.132,553.332,317.2004264009 RE 2022 4/20/2026 373,200 411,230 38,0300.000.00 0.00ValueLLTaxINT73.790.00 73.790.00PUV ROLLBACKTax TTL2,317.20 2,627.12 309.922025002118BELK, CHARLES BRADLEYPublic Notes:422.321,445.971,023.6504264009B RE 2025 4/20/2026 222,100 313,730 91,6300.000.00 0.00ValueLLTaxINT17.950.00 17.950.00PUV ROLLBACKTax TTL1,023.65 1,463.92 440.272025002117BELK, DONNA M& BELK, CHARLES HPublic Notes:293.731,156.37862.6404264009B RE 2024 4/20/2026 138,000 184,990 46,9900.000.00 0.00ValueLLTaxINT38.910.00 38.910.00PUV ROLLBACKTax TTL862.64 1,195.28 332.642025002117BELK, DONNA M& BELK, CHARLES HPublic Notes:291.761,148.60856.8404264009B RE 2023 4/20/2026 138,000 184,990 46,9900.000.00 0.00ValueLLTaxINT64.920.00 64.920.00PUV ROLLBACKTax TTL856.84 1,213.52 356.682025002117BELK, DONNA M& BELK, CHARLES HPublic Notes:485.32528.2242.9008087001N RE 2025 4/23/2026 8,400 103,430 95,0300.000.00 0.00ValueLLTaxINT20.630.00 20.630.00PUV ROLLBACKTax TTL42.90 548.85 505.952025002136KUBACH, JASONPublic Notes:367.41422.9055.4908087001N RE 2024 4/23/2026 8,300 63,260 54,9600.000.00 0.00ValueLLTaxINT48.680.00 48.680.00PUV ROLLBACKTax TTL55.49 471.58 416.092025002136KUBACH, JASONPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated416 Union CountyCorrection Listing ReportPage 3 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal361.80416.4354.6308087001N RE 2023 4/23/2026 8,300 63,260 54,9600.000.00 0.00ValueLLTaxINT80.500.00 80.500.00PUV ROLLBACKTax TTL54.63 496.93 442.302025002136KUBACH, JASONPublic Notes:170.043,954.613,784.5708126015 RE 2025 4/6/2026 744,700 778,160 33,4600.000.00 0.00ValueLLTaxINT7.230.00 7.230.00PUV ROLLBACKTax TTL3,784.57 3,961.84 177.272025002077GRIFFIN, NANCY P& NIVEN, KATHLEEN PPublic Notes:65.481,666.221,600.7408126015 RE 2024 4/6/2026 236,900 246,590 9,6900.000.00 0.00ValueLLTaxINT8.680.00 8.680.00PUV ROLLBACKTax TTL1,600.74 1,674.90 74.162025002077GRIFFIN, NANCY P& NIVEN, KATHLEEN PPublic Notes:64.861,650.671,585.8108126015 RE 2023 4/6/2026 236,900 246,590 9,6900.000.00 0.00ValueLLTaxINT14.430.00 14.430.00PUV ROLLBACKTax TTL1,585.81 1,665.10 79.292025002077GRIFFIN, NANCY P& NIVEN, KATHLEEN PPublic Notes:1,198.104,706.613,508.5108228021 RE 2025 4/30/2026 687,000 921,600 234,6000.000.00 0.00ValueLLTaxINT50.920.00 50.920.00PUV ROLLBACKTax TTL3,508.51 4,757.53 1,249.022025002153LUCAS, PAUL DOUGLAS JR TRU& LUCAS, VICKIE LYNN TRUSPublic Notes:632.403,918.753,286.3508228021 RE 2024 4/30/2026 491,600 586,200 94,6000.000.00 0.00ValueLLTaxINT83.800.00 83.800.00PUV ROLLBACKTax TTL3,286.35 4,002.55 716.202025002153LUCAS, PAUL DOUGLAS JR TRU& LUCAS, VICKIE LYNN TRUSPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated417 Union CountyCorrection Listing ReportPage 4 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal622.753,858.953,236.2008228021 RE 2023 4/30/2026 491,600 586,200 94,6000.000.00 0.00ValueLLTaxINT138.570.00 138.570.00PUV ROLLBACKTax TTL3,236.20 3,997.52 761.322025002153LUCAS, PAUL DOUGLAS JR TRU& LUCAS, VICKIE LYNN TRUSPublic Notes:1,067.782,857.901,790.1209012003 RE 2023 4/14/2026 273,300 436,320 163,0200.000.00 0.00ValueLLTaxINT237.590.00 237.590.00PUV ROLLBACKTax TTL1,790.12 3,095.49 1,305.372025002111HAMILTON, SARAH K& HAMILTON, JAMES DANIELPublic Notes:1,638.751,707.5868.8309012003C RE 2025 4/14/2026 13,600 337,400 323,8000.000.00 0.00ValueLLTaxINT69.650.00 69.650.00PUV ROLLBACKTax TTL68.83 1,777.23 1,708.402025002110BARBEE, LUANNEPublic Notes:1,108.581,199.5090.9209012003C RE 2024 4/14/2026 13,500 178,100 164,6000.000.00 0.00ValueLLTaxINT146.890.00 146.890.00PUV ROLLBACKTax TTL90.92 1,346.39 1,255.472025002110BARBEE, LUANNEPublic Notes:Tax 42,666.52 53,893.08 11,226.56Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.007,240,300 9,193,930 1,953,630Tax TTL 42,666.52 55,248.31 12,581.79 0.00INT 0.00 1,355.23 1,355.23JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated418 Union CountyCorrection Listing ReportPage 5 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal967.37967.370.0005115074 RE 2025 4/7/2026 0 125,600 125,6000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL0.00 967.37 967.372025002079EL ROPHE CENTER INCPublic Notes:245.37553.94308.5706114070 RE 2025 4/30/2026 62,000 111,300 49,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL308.57 553.94 245.372025002152WRIGHT, MICHAEL JAMESPublic Notes:1,509.865,157.673,647.8107018014A RE 2025 4/7/2026 764,900 1,081,500 316,6000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL3,647.81 5,157.67 1,509.862025002081J BLAIRE THOMPSON LLCPublic Notes:1,657.445,141.723,484.2807018014A RE 2024 4/7/2026 545,100 804,400 259,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL3,484.28 5,141.72 1,657.442025002081J BLAIRE THOMPSON LLCPublic Notes:1,639.035,084.613,445.5807018014A RE 2023 4/7/2026 545,100 804,400 259,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL3,445.58 5,084.61 1,639.032025002081J BLAIRE THOMPSON LLCPublic Notes:313.523,759.103,445.5807018014A RE 2022 4/7/2026 545,100 594,700 49,6000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL3,445.58 3,759.10 313.522025002081J BLAIRE THOMPSON LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated419 Union CountyCorrection Listing ReportPage 6 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal313.523,759.103,445.5807018014A RE 2021 4/7/2026 545,100 594,700 49,6000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL3,445.58 3,759.10 313.522025002081J BLAIRE THOMPSON LLCPublic Notes:1,952.906,169.264,216.3607072007A RE 2025 4/7/2026 644,900 943,600 298,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL4,216.36 6,169.26 1,952.902025002080SHERWIN-HANFIELD LLCPublic Notes:504.59962.10457.5109040012E RE 2025 4/30/2026 90,400 190,100 99,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL457.51 962.10 504.592025002151TRULL, ALAN W TRUSTEEPublic Notes:512.291,472.44960.15407823 PP 2025 4/29/2026 212,658 326,121 113,46320.690.00 20.69ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL960.15 1,493.13 532.982025002145BRANTLEY, STEVEN MARKPublic Notes:707.252,033.641,326.39407823 PP 2024 4/29/2026 217,121 332,892 115,77146.220.00 46.22ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,326.39 2,079.86 753.472025002145BRANTLEY, STEVEN MARKPublic Notes:783.982,253.801,469.82407823 PP 2023 4/29/2026 241,747 370,691 128,94466.940.00 66.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,469.82 2,320.74 850.922025002145BRANTLEY, STEVEN MARKPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated420 Union CountyCorrection Listing ReportPage 7 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,018.242,923.841,905.60407823 PP 2022 4/29/2026 313,421 480,895 167,47490.690.00 90.69ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,905.60 3,014.53 1,108.932025002145BRANTLEY, STEVEN MARKPublic Notes:1,167.273,350.572,183.30407823 PP 2021 4/29/2026 358,211 549,725 191,514117.540.00 117.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,183.30 3,468.11 1,284.812025002145BRANTLEY, STEVEN MARKPublic Notes:154.17466.26312.09411219 PP 2025 4/21/2026 46,623 69,653 23,03015.4231.21 46.63ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL343.30 512.89 169.592025002125JDJ LOGISTICS LLCPublic Notes:207.42681.63474.21411219 PP 2023 4/21/2026 57,704 82,943 25,23962.230.00 62.23ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL474.21 743.86 269.652025002125JDJ LOGISTICS LLCPublic Notes:212.87692.63479.76411219 PP 2022 4/21/2026 58,379 84,282 25,90385.150.00 85.15ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL479.76 777.78 298.022025002125JDJ LOGISTICS LLCPublic Notes:131.73157.0125.28411219 PP 2021 4/21/2026 3,079 19,119 16,04065.860.00 65.86ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL25.28 222.87 197.592025002125JDJ LOGISTICS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated421 Union CountyCorrection Listing ReportPage 8 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal18.01632.60614.59411219 PP 2020 4/21/2026 61,416 63,216 1,80010.810.00 10.81ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL614.59 643.41 28.822025002125JDJ LOGISTICS LLCPublic Notes:54.00299.79245.79411434 PP 2025 4/21/2026 49,040 59,815 10,77510.8124.58 35.39ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL270.37 335.18 64.812025002121KELBY CONSTRUCTION INCPublic Notes:107.14461.50354.36411434 PP 2024 4/21/2026 53,561 69,755 16,19432.1435.44 67.58ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL389.80 529.08 139.282025002121KELBY CONSTRUCTION INCPublic Notes:169.60513.29343.69411434 PP 2023 4/21/2026 52,463 78,353 25,89067.8334.37 102.20ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL378.06 615.49 237.432025002121KELBY CONSTRUCTION INCPublic Notes:244.13635.76391.63411434 PP 2022 4/21/2026 59,781 97,048 37,267122.070.00 122.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL391.63 757.83 366.202025002121KELBY CONSTRUCTION INCPublic Notes:745.162,345.431,600.27411716 PP 2021 4/22/2026 124,486 182,453 57,967447.100.00 447.10ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,600.27 2,792.53 1,192.262025002130LAWRENCE ASSOCIATES PAPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated422 Union CountyCorrection Listing ReportPage 9 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal199.924,136.343,936.42413616 PP 2025 4/23/2026 825,419 867,340 41,92139.980.00 39.98ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,936.42 4,176.32 239.902025002135PURE GREEN INCPublic Notes:299.546,139.935,840.39413616 PP 2024 4/23/2026 913,703 960,565 46,86289.860.00 89.86ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,840.39 6,229.79 389.402025002135PURE GREEN INCPublic Notes:368.853,615.043,246.19413616 PP 2023 4/23/2026 513,557 571,910 58,353147.540.00 147.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,246.19 3,762.58 516.392025002135PURE GREEN INCPublic Notes:53.413,636.013,582.60413616 PP 2022 4/23/2026 566,777 575,227 8,45026.710.00 26.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,582.60 3,662.72 80.122025002135PURE GREEN INCPublic Notes:313.9317,722.7317,408.80413855 PP 2024 4/22/2026 2,080,402 2,117,917 37,51594.180.00 94.18ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL17,408.80 17,816.91 408.112025002128RELIANCE MANAGEMENT GROUPPublic Notes:9,516.7017,528.408,011.70413855 PP 2023 4/22/2026 970,880 2,124,140 1,153,2603,806.68801.17 4,607.85ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL8,812.87 22,136.25 13,323.382025002128RELIANCE MANAGEMENT GROUPPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated423 Union CountyCorrection Listing ReportPage 10 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal280.206,727.706,447.50413855 PP 2021 4/22/2026 799,442 834,185 34,743168.13644.75 812.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,092.25 7,540.58 448.332025002128RELIANCE MANAGEMENT GROUPPublic Notes:134.632,616.942,482.31414356 PP 2025 4/8/2026 497,656 524,647 26,99126.93248.23 275.16ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,730.54 2,892.10 161.562025002091SHEPARD, DONALD LEEPublic Notes:564.963,324.562,759.60414356 PP 2023 4/8/2026 420,095 506,099 86,004225.980.00 225.98ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,759.60 3,550.54 790.942025002091SHEPARD, DONALD LEEPublic Notes:1,151.242,917.701,766.46414356 PP 2021 4/8/2026 268,459 443,420 174,961690.740.00 690.74ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,766.46 3,608.44 1,841.982025002091SHEPARD, DONALD LEEPublic Notes:433.101,378.14945.04414428 PP 2025 4/9/2026 189,462 276,292 86,83086.620.00 86.62ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL945.04 1,464.76 519.722025002100SIMPSON, DON SCOTTPublic Notes:658.601,945.641,287.04414428 PP 2024 4/9/2026 192,670 291,263 98,593197.580.00 197.58ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,287.04 2,143.22 856.182025002100SIMPSON, DON SCOTTPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated424 Union CountyCorrection Listing ReportPage 11 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal708.911,988.931,280.02414428 PP 2023 4/9/2026 194,857 302,775 107,918283.560.00 283.56ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,280.02 2,272.49 992.472025002100SIMPSON, DON SCOTTPublic Notes:736.782,020.701,283.92414428 PP 2022 4/9/2026 195,451 307,611 112,160368.390.00 368.39ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,283.92 2,389.09 1,105.172025002100SIMPSON, DON SCOTTPublic Notes:719.561,916.351,196.79414428 PP 2021 4/9/2026 181,883 291,239 109,356431.740.00 431.74ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,196.79 2,348.09 1,151.302025002100SIMPSON, DON SCOTTPublic Notes:14.83880.37865.54415089 PP 2025 4/17/2026 181,000 184,101 3,1012.970.00 2.97ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL865.54 883.34 17.802025002116TERRY CAUTHEN TRUCKING INCPublic Notes:25.101,191.011,165.91415089 PP 2024 4/17/2026 182,515 186,445 3,9307.530.00 7.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,165.91 1,198.54 32.632025002116TERRY CAUTHEN TRUCKING INCPublic Notes:29.51952.34922.83415089 PP 2023 4/17/2026 148,175 152,912 4,73711.800.00 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1,334.19 47.142025002127LAKE PARK ANIMAL CLINIC PLPublic Notes:52.522,132.102,079.58577975 PP 2024 4/22/2026 244,168 250,335 6,16715.760.00 15.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,079.58 2,147.86 68.282025002127LAKE PARK ANIMAL CLINIC PLPublic Notes:51.262,412.722,361.46577975 PP 2023 4/22/2026 282,945 289,087 6,14220.50236.15 256.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,597.61 2,669.37 71.762025002127LAKE PARK ANIMAL CLINIC PLPublic Notes:49.202,659.442,610.24577975 PP 2022 4/22/2026 312,754 318,648 5,89424.60261.02 285.62ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,871.26 2,945.06 73.802025002127LAKE PARK ANIMAL CLINIC PLPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated426 Union CountyCorrection Listing ReportPage 13 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection 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866.942025002108SPIRITED SPROUT LLCPublic Notes:618.26618.260.00657904 PP 2021 4/13/2026 0 61,015 61,015309.130.00 309.13ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 927.39 927.392025002108SPIRITED SPROUT LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated436 Union CountyCorrection Listing ReportPage 23 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal712.96712.960.00657904 PP 2020 4/13/2026 0 61,015 61,015427.780.00 427.78ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 1,140.74 1,140.742025002108SPIRITED SPROUT LLCPublic Notes:76.9076.900.00657925 PP 2024 4/21/2026 0 7,500 7,50015.380.00 15.38ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 92.28 92.282025002120EYE LEVEL OF WAXHAW LEARNIPublic Notes:76.1276.120.00657925 PP 2023 4/21/2026 0 7,500 7,50022.840.00 22.84ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 98.96 98.962025002120EYE LEVEL OF WAXHAW LEARNIPublic Notes:76.1276.120.00657925 PP 2022 4/21/2026 0 7,500 7,50030.450.00 30.45ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 106.57 106.572025002120EYE LEVEL OF WAXHAW LEARNIPublic Notes:76.0076.000.00657925 PP 2021 4/21/2026 0 7,500 7,50038.000.00 38.00ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 114.00 114.002025002120EYE LEVEL OF WAXHAW LEARNIPublic Notes:87.6487.640.00657925 PP 2020 4/21/2026 0 7,500 7,50052.580.00 52.58ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 140.22 140.222025002120EYE LEVEL OF WAXHAW LEARNIPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated437 Union CountyCorrection Listing ReportPage 24 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal498.95498.950.00658228 PP 2024 4/10/2026 0 75,120 75,12099.790.00 99.79ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 598.74 598.742025002102GAIL'S GARDEN & BAKERY LLCPublic Notes:636.16636.160.00669582 PP 2025 4/2/2026 0 72,770 72,77063.620.00 63.62ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 699.78 699.782025002075SAN JUAN INCPublic Notes:793.56793.560.00669582 PP 2024 4/2/2026 0 72,770 72,770158.710.00 158.71ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 952.27 952.272025002075SAN JUAN INCPublic Notes:793.56793.560.00669582 PP 2023 4/2/2026 0 72,770 72,770238.070.00 238.07ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 1,031.63 1,031.632025002075SAN JUAN INCPublic Notes:87.5487.540.00669627 PP 2025 4/29/2026 0 13,300 13,3008.750.00 8.75ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 96.29 96.292025002148MTY INK LLCPublic Notes:21.0821.080.00674291 PP 2025 4/28/2026 0 2,170 2,1700.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 21.08 21.082025002144PARKER, J BPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated438 Union CountyCorrection Listing ReportPage 25 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal23.9623.960.00675044 PP 2025 4/29/2026 0 4,735 4,7350.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 23.96 23.962025002146GRIFFIN, JOHN CALVIN JRPublic Notes:19.7519.750.00675045 PP 2025 4/27/2026 0 3,953 3,9530.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 19.75 19.752025002137INGRAM, PHILANDERPublic Notes:260.00260.000.00675112 PP 2025 4/27/2026 0 54,145 54,14552.000.00 52.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 312.00 312.002025002142SANCHEZ, JOSE LUISPublic Notes:83.6583.650.00676059 PP 2025 4/8/2026 0 8,088 8,0880.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 83.65 83.652025002087F DONALD LAWRENCE AND ASSOPublic Notes:520.41520.410.00676060 PP 2025 4/8/2026 0 50,320 50,3200.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 520.41 520.412025002088THE LAW OFFICE OF JAMES JPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated439 Union CountyCorrection Listing ReportPage 26 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal37.0837.080.00676061 PP 2025 4/8/2026 0 3,585 3,5850.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 37.08 37.082025002086SAENZ CALDERON, LIZETH YANPublic Notes:Tax 180,236.00 253,899.77 73,663.77Totals for Type Value Change - Discovery : ValueLL 7,120.82 28,367.00 21,246.1825,975,405 35,942,513 9,967,108Tax TTL 187,356.82 282,266.77 94,909.95 0.00INT 0.00 0.00 0.00Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(804.75)0.00804.7504279014C RE 2025 4/27/2026 167,100 0 (167,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL804.75 0.00 (804.75)2025002139UNION COUNTY BOARD OF EDUCPublic Notes:(366.62)0.00366.6204279014C RE 2024 4/27/2026 57,000 0 (57,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00366.62EXEMPTIONSTATUS CHANGETax TTL366.62 0.00 (366.62)2025002139UNION COUNTY BOARD OF EDUCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated440 Union CountyCorrection Listing ReportPage 27 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(361.61)0.00361.6104279014C RE 2023 4/27/2026 57,000 0 (57,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00371.55EXEMPTIONSTATUS CHANGETax TTL361.61 0.00 (361.61)2025002139UNION COUNTY BOARD OF EDUCPublic Notes:(361.61)0.00361.6104279014C RE 2022 4/27/2026 57,000 0 (57,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00371.55EXEMPTIONSTATUS CHANGETax TTL361.61 0.00 (361.61)2025002139UNION COUNTY BOARD OF EDUCPublic Notes:(359.21)0.00359.2104279014C RE 2021 4/27/2026 57,000 0 (57,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00366.39EXEMPTIONSTATUS CHANGETax TTL359.21 0.00 (359.21)2025002139UNION COUNTY BOARD OF EDUCPublic Notes:(232.13)0.00232.1304279014C RE 2020 4/27/2026 30,100 0 (30,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.00232.13EXEMPTIONSTATUS CHANGETax TTL232.13 0.00 (232.13)2025002139UNION COUNTY BOARD OF EDUCPublic Notes:(672.76)4,595.515,268.2705063101 RE 2025 4/8/2026 1,097,100 957,000 (140,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.00672.76CHANGE VALUEDUE TO AN APPEALTax TTL5,268.27 4,595.51 (672.76)2025002095CIABATTONI, SANDRA ELIZABE& CIABATTONI, JOHN NICHOLPublic Notes:(244.04)5,240.225,484.2606075058 RE 2025 4/8/2026 1,125,900 1,075,800 (50,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.00244.04CHANGE VALUEDUE TO AN APPEALTax TTL5,484.26 5,240.22 (244.04)2025002094HICKEY, BRIANPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated441 Union CountyCorrection Listing ReportPage 28 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(442.64)6,173.066,615.7006147255 RE 2025 4/9/2026 1,324,200 1,235,600 (88,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.00411.63CHANGE VALUEDUE TO AN APPEALTax TTL6,615.70 6,173.06 (442.64)2025002099ZHANG, YU& XIAN, HUIPublic Notes:(978.72)13,739.0014,717.7206153289 RE 2025 4/8/2026 2,945,900 2,750,000 (195,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.00910.15CHANGE VALUEDUE TO AN APPEALTax TTL14,717.72 13,739.00 (978.72)2025002093BRECKEN, LEONARD& BRECKEN, SUZANPublic Notes:(628.60)6,713.477,342.0706228125 RE 2025 4/8/2026 1,580,300 1,445,000 (135,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.00628.60CHANGE VALUEDUE TO AN APPEALTax TTL7,342.07 6,713.47 (628.60)2025002090NGAI, TATYANA& NGAI, HINGPublic Notes:(293.05)4,492.724,785.7707058498 RE 2025 4/9/2026 739,800 694,500 (45,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.00216.04CHANGE VALUEDUE TO AN APPEALTax TTL4,785.77 4,492.72 (293.05)2025002098VADINI, ANTHONY& VADINI, GAIL CPublic Notes:(53.61)3,269.003,322.6107090677 RE 2025 4/8/2026 508,200 500,000 (8,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.0039.67CHANGE VALUEDUE TO AN APPEALTax TTL3,322.61 3,269.00 (53.61)2025002092BATES, LISA M& BATES, CLARENCE CPublic Notes:(227.96)2,679.052,907.0107096164 RE 2025 4/9/2026 596,800 550,000 (46,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.00227.96CHANGE VALUEDUE TO AN APPEALTax TTL2,907.01 2,679.05 (227.96)2025002097MUCHLER, CODY& MUCHLER, NICOLEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated442 Union CountyCorrection Listing ReportPage 29 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(276.80)0.00276.80411486 PP 2025 4/8/2026 54,466 0 (54,466)(27.68)27.68 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL304.48 0.00 (304.48)2025002089KIKER, KENNETHPublic Notes:(71.81)0.0071.81578396 PP 2025 4/27/2026 14,997 0 (14,997)(7.18)7.18 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL78.99 0.00 (78.99)2025002140CRANE, JEFFREY WAREENPublic Notes:(16.38)3,107.353,123.73590066 PP 2023 4/1/2026 495,909 493,309 (2,600)(1.64)596.70 595.06ValueLLTaxINT0.000.00 0.0018.02SOLD PP ASSETTax TTL3,720.43 3,702.41 (18.02)2025002072BASINGER, JACOBPublic Notes:(17.24)2,199.062,216.30590066 PP 2022 4/1/2026 351,849 349,112 (2,737)(1.72)348.68 346.96ValueLLTaxINT0.000.00 0.0018.96SOLD PP ASSETTax TTL2,564.98 2,546.02 (18.96)2025002072BASINGER, JACOBPublic Notes:(3.95)93.1897.13606060 PP 2025 4/20/2026 21,075 20,218 (857)(0.38)9.71 9.33ValueLLTaxINT0.000.00 0.000.38SOLD PP ASSETTax TTL106.84 102.51 (4.33)2025002119IVEY, KEITH LINELLPublic Notes:(224.90)0.00224.90640864 PP 2025 4/28/2026 45,016 0 (45,016)(22.49)22.49 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL247.39 0.00 (247.39)2025002143RICHARDSON, BARRY DEVONPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated443 Union CountyCorrection Listing ReportPage 30 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(95.59)144.99240.58644706 PP 2025 4/1/2026 52,197 31,457 (20,740)(9.56)24.06 14.50ValueLLTaxINT0.000.00 0.00105.15SOLD PP ASSETTax TTL264.64 159.49 (105.15)2025002070GOVERO, JENNIFER LEE& SAWYER, SCOTT NICHOLASPublic Notes:(100.15)0.00100.15658103 PP 2025 4/21/2026 13,246 0 (13,246)(10.02)10.02 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL110.17 0.00 (110.17)2025002126SANCHEZ, BANESSA COLINPublic Notes:(665.80)0.00665.80666675 PP 2024 4/7/2026 64,937 0 (64,937)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL665.80 0.00 (665.80)2025002078KURUP, GAYATHRI PRATAPPublic Notes:(121.54)0.00121.54666774 PP 2024 4/7/2026 11,854 0 (11,854)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL121.54 0.00 (121.54)2025002084KURUP, PRATAP SASIDHARAPublic Notes:(429.73)0.00429.73667505 PP 2024 4/7/2026 66,697 0 (66,697)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL429.73 0.00 (429.73)2025002083WARD, MICHAEL PATRICKPublic Notes:(106.81)41.42148.23667964 PP 2024 4/7/2026 23,007 6,428 (16,579)0.000.00 0.00ValueLLTaxINT0.000.00 0.002.82TAXPAYER MOVEDTax TTL148.23 41.42 (106.81)2025002082WARD, MICHAEL PATRICKPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated444 Union CountyCorrection Listing ReportPage 31 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(117.01)0.00117.01667991 PP 2024 4/22/2026 13,983 0 (13,983)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL117.01 0.00 (117.01)2025002133VASQUEZ, GILBERTO JUNIOR& VASQUEZ, CHRISTEN ELIZAPublic Notes:(93.61)117.01210.62667991 PP 2024 4/17/2026 25,170 13,983 (11,187)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL210.62 117.01 (93.61)2025002115VASQUEZ, GILBERTO JUNIOR& VASQUEZ, CHRISTEN ELIZAPublic Notes:(194.75)43.27238.02668584 PP 2024 4/7/2026 37,913 6,893 (31,020)0.000.00 0.00ValueLLTaxINT0.000.00 0.00194.75TAXPAYER MOVEDTax TTL238.02 43.27 (194.75)2025002085DONNELLY, RYAN PATRICKPublic Notes:(313.99)0.00313.99670750 PP 2025 4/1/2026 48,277 0 (48,277)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL313.99 0.00 (313.99)2025002069STAMPER, CASEY JOSEPH& STAMPER, ALEXIA FAITHPublic Notes:(54.83)0.0054.83670755 PP 2025 4/1/2026 8,430 0 (8,430)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL54.83 0.00 (54.83)2025002068STAMPER, CASEY JOSEPHPublic Notes:(30.78)0.0030.78673180 PP 2025 4/21/2026 6,090 0 (6,090)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL30.78 0.00 (30.78)2025002123KNIGHT, JEREMY DWAYNEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated445 Union CountyCorrection Listing ReportPage 32 of 322026/05/01 09:02:33 AMDate Posted between 4/1/2026 and 4/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(19.85)19.8439.69673247 PP 2025 4/22/2026 8,203 4,101 (4,102)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL39.69 19.84 (19.85)2025002134VASQUEZ, GILBERTO JUNIOR& VASQUEZ, CHRISTEN ELIZAPublic Notes:(119.06)39.69158.75673247 PP 2025 4/17/2026 32,813 8,203 (24,610)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL158.75 39.69 (119.06)2025002114VASQUEZ, GILBERTO JUNIOR& VASQUEZ, CHRISTEN ELIZAPublic Notes:(5.61)0.005.61673289 PP 2025 4/21/2026 1,110 0 (1,110)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL5.61 0.00 (5.61)2025002122KNIGHT, JEREMY DWAYNE& KNIGHT, TIFFANI MICHELLPublic Notes:(13.17)0.0013.17675765 PP 2025 4/30/2026 2,068 0 (2,068)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL13.17 0.00 (13.17)2025002149PARKER, JAMES ANTHONY& PARKER, KIMBERLY MILLERPublic Notes:Tax 61,828.51 52,707.84 (9,120.67)Totals for Type Value Change - Release : ValueLL 1,046.52 965.85 (80.67)11,742,707 10,141,604 (1,601,103)Tax TTL 62,875.03 53,673.69 (9,201.34) 5,399.17INT 0.00 0.00 0.00Grand Totals :YearRefund Amount5,399.17Tax 284,731.03 360,500.69 75,769.66Value 55,278,04744,958,41221,165.51LL 8,167.34 29,332.8510,319,635Tax TTL 292,898.37 391,188.77 98,290.405,399.17INT 0.00 1,355.23 1,355.23JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated446 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-276 Agenda Date:5/18/2026 TITLE:..title Interlocal Agreement - Stallings District S INFORMATION CONTACT: Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with the agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Tax Administration serves as the tax collector for the Town of Stallings pursuant to an interlocal agreement executed in 2015 and amended in 2022. District S located within the Town of Stalling was authorized by SL 2023-144 for the purpose of levying and collecting occupancy tax from lodging establishments located within the district. The District S governing board has requested Union County Tax Administration to function as the tax collector for occupancy taxes. FINANCIAL IMPACT: Union County will receive 1.25% of revenue collected pursuant to the agreement. Union County, NC Printed on 5/4/2026Page 1 of 1 powered by Legistar™447 1 STATE OF NORTH CAROLINA COUNTY OF UNION INTERLOCAL OCCUPANCY TAX BILLING AND COLLECTION AGREEMENT THIS AGREEMENT is made as of _______________________, by and between Stallings District S, a taxing district and body politic and corporate organized under the laws of the State of North Carolina (the “District”), and UNION COUNTY, a political subdivision of the State of North Carolina (the “County”). W I T N E S S E T H: WHEREAS, the District and the County have the power pursuant to General Statute §153A- 445(a)(1), S.L. 2023-144, and Article 20 of Chapter 160A of the North Carolina General Statutes to jointly exercise any function which they have been granted the power to exercise alone, or to contract with the other for the exercise of any governmental function which they have been granted the power to exercise alone, and to enter into contracts or agreements to specify the details of these joint undertakings; and WHEREAS, the District is authorized pursuant to S.L. 2023-144 and General Statute §160A-215 to levy an occupancy tax of a certain percentage of the gross receipts derived from the rental of an accommodation within the District that is subject to sales tax imposed by the State under General Statute §105-164.4, upon meeting certain conditions set forth in S.L. 2023-144; and WHEREAS, the District represents it has met the conditions required under S.L. 2023-144 to levy such an occupancy tax; and WHEREAS, such an occupancy tax levied by the District shall be administered, collected, and repealed as provided in General Statute §160A-215, as if the District were a city; and WHEREAS, the District desires for the County, by and through its duly appointed Tax Administrator, to administer and collect the occupancy tax levied by the District, as well as any associated penalties, pursuant to S.L. 2023-144; and WHEREAS, the District, by action of the District’s governing body dated _____________________, requested the County to administer and collect current and subsequent delinquent occupancy taxes and any associated penalties; and WHEREAS, the County, by action of the Union County Board of County Commissioners, dated ____________________, has agreed to administer and collect current and subsequent delinquent occupancy taxes and any associated penalties; NOW, THEREFORE, for and in consideration of the premises and the mutual covenants of the parties as set forth herein, the District and Union County agree that the Agreement is stated in its entirety as follows: 1. ADMINISTRATION AND COLLECTION OF THE DISTRICT’S OCCUPANCY TAXES: The County shall administer and collect occupancy taxes levied by the District, as well as any associated penalties, beginning with the fiscal year which commences on July 1, 2026. Unless otherwise agreed upon, the County will not be responsible for the 448 2 collection of any delinquent taxes, penalties, interest, or previously assessed fees by the District for any years prior to the commencement date of this Agreement. The District agrees to fully cooperate with the County in the administration and collection process, including cooperating with the County in designing and furnishing to all appropriate businesses and persons within the District the necessary forms for filing returns and instructions to ensure the full collection of the occupancy taxes (as set forth in General Statute §160A-215(c)), as well as identifying properties subject to the collection of occupancy taxes. 2. ADMINISTRATION AND COLLECTION OF OTHER NEW TAXES, FEES, OR ASSESSMENTS: This Agreement acknowledges that, to the extent the District has, or obtains the authority in the future, to levy any taxes, fees, or assessments other than the aforementioned occupancy tax, the District, in accordance with this Agreement, shall not levy any new tax, fee, or assessment with the expectation that the County will administer and collect the same. Any such taxes, fees, or assessments levied in accordance with State law would be subject to a separate addendum to this Agreement with a separately negotiated administration and collection fee schedule. 3. COUNTY AUTHORITY: The County shall have all of the authority as set forth in S.L. 2023-144, General Statute §160A-215, and all other applicable law in the process of administering and collecting the occupancy tax levied by the District, as well as any associated penalties. 4. ALLOCATION OF RECEIPTS: At the end of each calendar month, the County will analyze the month’s deposit of funds collected to determine the dollar amount of occupancy taxes which are allocable to the District. On or before the tenth (10th) day of the next month, the County will remit to the District, via electronic funds transfer (EFT), the District’s share of the occupancy taxes, as well as any associated penalties, collected for the previous month. Any discrepancies that are found after the remittance date will be adjusted in the next remittance date for the District. 5. MONTHLY COLLECTION REPORTS: A collection report detailing all occupancy taxes, and any associated penalties, collected will be provided to the District on or before the fifteenth (15th) day of each month for the period ending with the last calendar day of the previous month (see attached Exhibit A as to the form of the monthly collection report). 6. FEES TO BE PAID BY THE DISTRICT TO THE COUNTY: The District will compensate the County for the services provided in this Agreement on a percentage rate equal to one and one-quarter percent (1.25%) of the total amount of occupancy taxes, and any associated penalties, collected by the County on behalf of the District in accordance with this Agreement. 7. ANNEXATIONS: In the event property is annexed into the District, the District shall be responsible for notifying the County at a reasonable time prior to any annexation in order to allow the County sufficient time to determine whether any occupancy taxes need to be collected as a result of the annexation. 8. TERMINATION: The District or the County shall have the right to terminate this Agreement effective July 1 of each year, beginning with July 1, 2027. The decision to 449 3 terminate shall be made by the respective governing bodies of the District and the County. Notice to terminate must be given in writing no later than March 1 of any year. 9. MISCELLANEOUS: (a) All decisions involving collection methods, including, without limitation, attachment, garnishment, and levy, and other collection proceedings are delegated to the County, including the determination of applicability of any claimed deduction made under General Statute § 160A-215(c). The County agrees to use its best efforts in accurately collecting the District’s occupancy taxes. The District’s governing body retains the right to waive penalties for occupancy tazes as set forth in under General Statute § 160A-215(e). Upon the waiver of any such penalties, the District shall promptly notify the County of such waiver. (b) The Tax Administrator of the County is, by this Agreement, designated as a representative of the Finance Officer of the District to whom those owing occupancy taxes levied by the District should pay such occupancy tax and return any prescribed form in accordance with General Statute § 160A-215(d). All duties of the District’s Finance Officer for administration and collection of the District’s occupancy taxes under General Statute §160A-215, are transferred to the County Tax Administrator. (c) A room occupancy tax return filed with the County is not a public record and may not be disclosed except in accordance with General Statutes §§ 153A-148.1 or 160A-208.1. (d) This Agreement may be amended in writing at any time by mutual agreement of the parties. This Agreement is executed in duplicate originals as of the day and year first above stated by authority duly granted by the Stallings District S governing body and the Union County Board of Commissioners. Attest: Stallings District S _________________________________ By: ________________________________ TITLE TITLE [SEAL] Attest: Union County _________________________________ By: ________________________________ Clerk to the Board of Commissioners County Manager [SEAL] This instrument has been pre-audited in the manner required by the local government Budget and Fiscal Control Act 450 4 _______________________________________ Director of Finance, Stallings District S Approved as to form: ___ 451 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-241 Agenda Date:5/18/2026 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 5/4/2026Page 1 of 1 powered by Legistar™452 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-265 Agenda Date:5/18/2026 TITLE:..title Union County Public Schools Annual Financial Comprehensive Report Fiscal Year 2025 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Public Schools has completed their ACFR for FY 2025 and has provided a copy based on Section XXIII of the Annual Adopted Budget Ordinance. FINANCIAL IMPACT: None. Union County, NC Printed on 5/4/2026Page 1 of 1 powered by Legistar™453 www.ucpsnc.org Fiscal year ending June 30, 2025 ANNUAL COMPREHENSIVE REPORT UNION COUNTY PUBLIC SCHOOLS Financial EDUCATE • INNOVATE • GRADUATE 2025 454 Union County Board of Education Monroe, North Carolina Annual Comprehensive Financial Report For the Year Ended June 30, 2025 Board Members Rev. Jimmy H. Bention, Sr., Chairman Matt Helms, Vice-Chair Todd Price Joseph Morreale Rev. John L. Kirkpatrick, IV Sarah May Kathy Heintel Sandra Greene Barry Tucker Principal Officers Andrew G. Houlihan, Ed.D. Superintendent W. Colon Moore Asst. Superintendent of Administration & Operations Tahira Stalberte Asst. Superintendent of Communications & Community Relations Jay Jones Asst. Superintendent of Student Support Susan Rodgers, Ed.D. Asst. Superintendent of Academics Jonathan Tyson, Ed.D. Asst. Superintendent of School Performance James Parker Chief Technology Officer Shanna McLamb Chief Finance Officer Michele Morris, JD General Counsel Prepared by Shanna McLamb And the Finance Department 455 UNION COUNTY BOARD OF EDUCATION TABLE OF CONTENTS INTRODUCTORY SECTION Letter of Transmittal ...................................................................................................................... i Organizational Chart ..................................................................................................................... vi Certificate of Achievement for Excellence in Financial Reporting – GFOA .................................. vii FINANCIAL SECTION Exhibit Page No. Independent Auditors’ Report ................................................................................................. 1 Management’s Discussion and Analysis ................................................................................. 4 Basic Financial Statements: Government – wide Financial Statements: 1 Statement of Net Position ................................................................................................... 13 2 Statement of Activities......................................................................................................... 14 Fund Financial Statements: 3 Balance Sheet – Governmental Funds ............................................................................... 15 3 Reconciliation of the Balance Sheet to the Statement of Net Position ............................... 16 4 Statement of Revenues, Expenditures, and Changes in Fund Balance – Governmental Funds ....................................................................................................... 17 5 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balance of Governmental Funds to the Statement of Activities ........................... 18 6 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual – General Fund and Annually Budgeted Major Special Revenue Funds ........ 19 7 Statement of Net Position – Proprietary Fund Type ........................................................... 23 8 Statement of Revenues, Expenses, and Changes in Fund Net Position – Proprietary Fund Type .................................................................................................... 24 9 Statement of Cash Flows – Proprietary Fund Type ............................................................ 25 Notes to the Basic Financial Statements .............................................................................. 27 Required Supplementary Information: Schedule of the Board’s Proportionate Share of the Net Pension Liability – Teachers’ and State Employees’ Retirement System ...................................................... 53 Schedule of Board Contributions – Teachers’ and State Employees’ Retirement System ...................................................... 54 Schedule of the Board’s Proportionate Share of the Net OPEB Liability – Retiree Health Benefit Fund ............................................................................................. 55 Schedule of Board Contributions – Retiree Health Benefit Fund ............................................................................................. 56 Schedule of the Board’s Proportionate Share of the Net OPEB Liability (Asset) – Disability Income Plan of North Carolina .......................................................................... 57 Schedule of Board Contributions – Disability Income Plan of North Carolina .......................................................................... 58 456 UNION COUNTY BOARD OF EDUCATION TABLE OF CONTENTS (continued) Combining and Individual Fund Statements and Schedules: Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual - General Fund .................................................................................. 59 Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual – Capital Outlay Fund ........................................................................ 61 Schedule of Revenues and Expenditures - Budget and Actual (Non-GAAP) School Food Service Fund ............................................................................................... 62 Schedule of Revenues and Expenditures - Budget and Actual (Non-GAAP) After School Program ....................................................................................................... 64 STATISTICAL SECTION Table Page No. Statistical Section (Unaudited) ...................................................................................... 65 1 Financial Perspective Governmental and Business-type Activities – Fiscal year ended June 30, 2025 ............................................................ 66 2 Net Position by Component .......................................................................................... 67 3 Changes in Net Position ............................................................................................... 69 4 Governmental Funds – Fund Balances ........................................................................ 71 5 Governmental Funds – Changes in Fund Balances ..................................................... 72 6 Capital Project – Revenues by Source ......................................................................... 74 7 Capital Project – Expenditures by Function .................................................................. 76 8 Proprietary Fund – Food Service Operations – Revenues by Source ......................... 78 9 Proprietary Fund – Food Service Operations – Expenses by Category ....................... 80 10 Operational Expenditures Per Pupil – Expenditures by Function ................................. 82 11 Final Average Daily Membership .................................................................................. 84 12 Teachers’ Salaries ........................................................................................................ 85 13 School Building Data .................................................................................................... 86 14 Ratios of Outstanding Debt by Type ............................................................................. 88 Union County, North Carolina 15 Governmental Funds Revenues by Source ............................................................. 89 16 Governmental Funds Expenditures by Function ..................................................... 90 17 Property Tax Levies and Current Collections .......................................................... 91 18 Demographic Statistics ............................................................................................ 92 19 Top Ten Principal Taxpayers ................................................................................... 93 20 Property Tax Rates – All Overlapping Governments ............................................... 94 21 Operating Indicators by Function/Program .............................................................. 95 22 Capital Asset Statistics by Function/Program .......................................................... 96 23 Principal Employers ................................................................................................. 97 24 Ratios of Outstanding Debt by Type ........................................................................ 98 457 UNION COUNTY BOARD OF EDUCATION TABLE OF CONTENTS (continued) COMPLIANCE SECTION Page No. Compliance Section: Report on internal control over financial reporting and on compliance and other matters based on an audit of financial statements performed in accordance with Government Auditing Standards .............................................................................. 99 Report on compliance with requirements applicable to each major federal program and internal control over compliance; in accordance with OMB Uniform Guidance and the State Single Audit Implementation Act ................................. 101 Report on compliance with requirements applicable to each major state program and internal control over compliance; in accordance with OMB Uniform Guidance and the State Single Audit Implementation Act ................................. 104 Schedule of findings and questioned costs ......................................................................... 107 Summary schedule of prior audit findings ........................................................................... 109 Schedule of expenditures of federal and State awards ...................................................... 110 458 Introductory Section 459 Letter of Transmittal December 31, 2025 To the members of the Union County Board of Education and the citizens of Union County, North Carolina. In compliance with the Public School Laws of North Carolina, The Annual Comprehensive Financial Report (ACFR) of the Union County Board of Education, operating as the “Union County Public Schools”, for the fiscal year ended June 30, 2025, is herewith submitted. Responsibility for the accuracy, completeness, and clarity of the report rests with the Superintendent and the Chief Finance Officer. The accompanying financial report has been prepared in accordance with generally accepted accounting principles. We believe the data presented is accurate in all material respects and is presented in a manner designed to reflect fairly the financial position and results of operations of the Board. All disclosures necessary to enable the reader to gain maximum understanding of the Board’s financial activity have been included. The report consists of three sections: Introductory, Financial and Statistical. The Introductory Section, of which the transmittal letter is a part, includes a list of Board members, principal officials and the organizational chart. The Financial Section includes the independent auditors’ report, notes to the financial statements, the combining and individual fund statements and schedules arranged by fund type. It also includes the Management’s Discussion and Analysis (MD&A) of the Board’s financial performance which is a narrative introduction overview and analysis to accompany the basic financial statements. The Statistical Section includes several tables of unaudited data providing financial history of the Board, as well as demographics and other informative reports. The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the Union County Board of Education for its Annual Comprehensive Financial Report for the fiscal year ended June 30, 2024. To be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized Annual Comprehensive Financial Report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current Annual Comprehensive Financial Report continues to meet the Certificate of Achievement for Excellence in Financial Reporting program requirements, and we are submitting it to the GFOA to determine its eligibility for a certificate for fiscal year ended June 30, 2025. i 460 This letter of transmittal is designed to complement Management’s Discussion and Analysis (MD&A) and should be read in conjunction with it. The MD&A can be found immediately following the report of the independent auditors. REPORTING ENTITY The Union County Board of Education, elected by the citizens of Union County, is the level of government having oversight responsibility and control over activities related to public school education in Union County, North Carolina. N. C. General Statutes empower the Union County Board of Education with general control and supervision of all matters pertaining to the schools in the system. The Board has no tax levying or borrowing authority and is required to maintain accounting records in a Uniform State format. The Board consists of nine members elected for staggered terms of four years. The Chair and Vice Chair are elected by a majority vote of the Board each year. The Superintendent serves as secretary to the Board. For the 2024-2025 school year, the school system served students from pre-kindergarten to 12th grade in 1 pre- kindergarten school, 30 elementary schools, 9 middle schools, 10 high schools, 1 alternative school and 1 early college. Additionally, local funds totaling more than $13 million were paid to 29 area charter schools serving 4785 county resident students and $510,320 paid to 4 virtual schools serving 225 county resident students. The school system receives local, state and federal government funding and must comply with the legal requirements of each funding source entity. While the Board does receive county funding, the County is not entitled to share in any surplus nor is it required to finance any deficits. ECONOMIC CONDITIONS AND FUTURE OUTLOOK As of January 2026, the estimated population for Union County, NC is approximately 275,138 with a growth rate of 2.18%. The 2015 population was close to 220,000 and has seen a growth of 20% since that time. Union County is the 8th largest county in North Carolina. In the past 30 years, Union County has added over 150,000 residents and is projected to add nearly the same amount in the next 30 years. This rise in new residents can be contributed to many workers who previously endured long commutes to downtown Charlotte are now able to work from home, which makes Union County’s quiet neighborhoods, excellent schools, and lower taxes an even bigger draw for growth. For fiscal year 2025, 4228 residential construction permits were issued county- wide compared to fiscal year 2024 of 4037 showing an increase in the residential number of permits. This trend is anticipated to continue into 2026. Due to the County’s rapid growth during the previous decade and forecast of continued growth for the next 30 years, maintenance of existing infrastructure and facilities will be an even greater challenge. State law provides for and funds the operating costs of a sound, basic education program which is supplemented by the county and federal governments. The building of public-school facilities has been a joint state and county effort. Local financial support is provided by the county for capital and operating expenses. Union County voters continue to support bond referendums to address aging facilities and replace current buildings. Currently, there are two active Bond projects, one at East Elementary and Forest Hills High School. Since 2000, school bonds have resulted in nearly 30 new school construction and renovation projects. ii 461 Union County Public Schools is the sixth largest public-school system in North Carolina. UCPS serves approximately 40,000 students at 53 schools and employs more than 5,000 staff members. UCPS continues to outperform the state and several large districts in multiple testing and accountability areas. Most notably, the district’s 2025 four-year cohort graduation rate is 93.2 percent, taking the top spot among the 12 largest schools districts in the state. This graduation cohort began high school in the 2021-2022 school year, against the backdrop of a world still navigating the pandemic. UCPS also outperformed the state’s four-year cohort graduation rate of 87.7%. UCPS offers a wide variety of coursework to its students, ranging from 23 dual language programs to STEM (science, technology, engineering and math) to more than 44 pathways and 24 academies in the career and technical education department. UCPS in partnership with Wingate University offers the Wayfind program each year to 40 middle school students. UCPS students have access to a variety of academic options, including the Benton Heights Elementary School of the Arts, the International Baccalaureate Program at Marvin Ridge High School, Union County Early College, Central Academy of Technology and Arts, Health Sciences Academy at Monroe Middle and High with the addition of the AgTech Academy at East Union Middle and Forest Hills High Schools. With a long-term goal of ensuring all students are equipped to succeed in college, career and life, UCPS is committed and dedicated to offering quality instruction for all children in support of our mission of “Preparing All Students to Succeed.” MAJOR INITIATIVES UCPS is committed to a strategic framework that provides each student with the opportunity to receive a high- quality education and a safe school environment. Union County Board of Education is committed to the forward movement and expansion in academic programming, college and career readiness, equity, human capital development and continuous organizational improvement. Union County Public Schools maintains a 5-year Strategic Plan to address five main goals or areas of focus: •Goal 1: Expand opportunities and support all levels for college and career readiness. •Goal 2: Enhance academic programs to meet the needs of all students. •Goal 3: Engage parents and community. •Goal 4: Support and develop UCPS employees. •Goal 5: Foster positive learning experiences for all students. The strategic plan includes two long-term outcomes: reducing gaps in student achievement and ensuring all students are equipped to succeed in college, career and life. To reach those outcomes, UCPS will focus on college and career readiness, academic programs, positive learning experiences, parent and community engagement and developing UCPS employees. Our students deserve the best. We must continue to push forward and ensure that all students are equipped with the tools they need to be successful. iii 462 FINANCIAL SYSTEM AND BUDGETARY CONTROLS To meet the financial challenges facing public education, local boards of education must use a variety of funding sources including local, state, federal and private grants while complying with legal requirements of each funding source. In doing so, the Board is unable to summarize all governmental financial transactions and balances in one accounting entity. Instead, the accounting system is divided into separate entities; each referred to as a “Fund”. Each individual fund accounting entity records their operations under a set of self-balancing accounts comprising of assets, liabilities, fund equity, revenues and expenditures or expenses as appropriated. The Board’s funds are divided into governmental and proprietary. Each fund is considered a separate accounting entity, to record allocation of and account for governmental resources for which they are spent and controlled. The governmental fund types include the general fund, special revenue fund and capital fund. The enterprise funds are presented as proprietary fund types. All governmental fund types are accounted for and reported on the modified accrual basis of accounting in accordance with G.S. 115C-440(b). The enterprise funds are proprietary and are presented on a full accrual basis. North Carolina General Statues requires all governmental units in the state to adopt a balanced budget by July 1st of each year. The Board has the final approval over the budget and primary accountability for fiscal matters (including any deficits). The Board’s annual Budget Resolution authorizes expenditures by purpose and on a modified accrual basis. For internal management purposes, the budget is detailed and compared to expenditures and encumbrances by line item within each function and project. The budget amounts reflected in the accompanying financial statements represent the final budgets as amended for the fiscal year. The Board also uses a purchase order encumbrance system that records and shows encumbrances outstanding against each line item of expenditures. Outstanding encumbrances at the end of the fiscal year related to normal operations are considered to be continuing contracts and are transferred at the end of the fiscal year to appropriations in future years. Internal accounting controls are a primary consideration in developing and improving the Board’s accounting system. Internal controls are designed to provide reliability of financial records for preparing financial statements and maintaining accountability for assets and are to provide reasonable assurance regarding the safeguarding of assets from unauthorized use or disposition. The concept of reasonable assurance recognizes that the cost and benefits require estimates and judgments by management. We believe that the Board’s internal accounting controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. INDEPENDENT AUDIT The State statutes require an annual audit by independent certified public accountants and the Board has selected the firm of Anderson Smith & Wike, PLLC to audit the financial records and transactions for the year ending June 30, 2025. In addition to meeting the requirements set forth in North Carolina State Statues, the audit was designed to meet the requirements of the Federal Single Audit Act of 1984, as amended, the related audit requirements of Title II U.S. code of Federal Regulations Part 200, Uniform Administrative Requirements, iv 463 v 464 Please note: All emails are @ucps.k12.nc.us 07/1/2025 Direct Reports •Executive Director of Payroll/ Benefits •Director of Purchasing/ Contracts •Director of Budgeting/ Allotments •Compensation Analyst Direct Reports •Communications Coordinator •Web Communications Coordinator •Multimedia Communications Coordinator •Family Engagement Coordinator Direct Reports •EC/504 Staff Attorney ••Risk Manager •Director of Student Assignment •Title IX Coordinator Direct Reports •Director of Employee Relations and Business Operations •Director of Hiring/ Talent Acquisition Direct Reports •Director of Facilities & Maintenance •Director of Planning & Construction •Director of Driver Education •Director of Athletics •Director of Transportation •Director of School Nutrition Services •Director of After School Program Direct Reports •Accountability Officer and Director of Student Services and Testing •Director of Federal Programs •Director of School Performance (3) •Assistant Superintendent of School Performance and Special Projects Direct Reports •Safety and Security Coordinator •Lead Nurses • Social Workers •Psychotherapists, Mental and Behavioral Health •Student Discipline and Alternative School Assignment •Emergency and Student Crisis Management •School Counselors •Lead High School Counselor •Lead Middle School Counselor •SRO Liaison Direct Reports •Technology Services •Hardware/Software •Infrastructure •Online/Virtual Programs •Network and Wireless Connections •Student Information Systems •Canvas Administration •Web Applications •Director of Major Projects •Cyber Security •E-Rate Compliance •Disaster Recovery Direct Reports •Executive Director of K-12 Curriculum & Instruction •Director of College Readiness •Director of Career Readiness •Director of Exceptional Children •BT Coordinators Board of Education General Counsel Michele Morris Michele.Morris 704/296-5177 ext. 4118 Chief Finance Officer Shanna McLamb Shanna.McLamb 704/296-5314 ext. 4117 Assistant Superintendent for Communications & Community Relations Tahira Stalberte Tahira.Stalberte 704/296-5188 ext. 4116 Assistant Superintendent of Human Resources Dr. Kevin Plue Kevin.Plue 704/296-1007 ext. 4114 Assistant Superintendent of Administration & Operations William “Colon” Moore William.Moore 704/225-8420 ext. 4119 Chief of School Performance Dr. Jonathan Tyson Jonathan.Tyson 704/296-1002 ext. 4115 Assistant Superintendent of Student Support Dr. Jay Jones Jay.Jones 704/296-3065 ext. 2268 Chief Technology Officer James "Jay" Parker James.Parker 704/296-3143 ext. 2031 Executive Assistant Donna Mullarkey 704/296-0810 ext. 4026 Superintendent Dr. Andrew Houlihan Andrew.Houlihan 704/296-0766 ext. 4112 Assistant Superintendent Academics Dr. Susan Rodgers Susan.Rodgers 704/296-0832 ext. 4033 vi 465 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to Union County Board of Education North Carolina For its Annual Comprehensive Financial Report For the Fiscal Year Ended June 30, 2024 Executive Director/CEO vii 466 FFiinnaanncciiaall SSeeccttiioonn 467 1 Certified Public Accountants ANDERSON SMITH & WIKE PLLCASW INDEPENDENT AUDITORS’ REPORT To the Union County Board of Education Monroe, North Carolina Report on the Audit of the Financial Statements Opinions We have audited the accompanying financial statements of the governmental activities, the business-type activities and each major fund of the Union County Board of Education, as of and for the year ended June 30, 2025, and the related notes to the financial statements, which collectively comprise the Union County Board of Education’s basic financial statements as listed in the table of contents. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities and each major fund of the Union County Board of Education, as of June 30, 2025, and the respective changes in financial position, and, where applicable, cash flows thereof and the respective budgetary comparison for the General, State Public School, Federal Grants and Other Special Revenue funds for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the Union County Board of Education and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Change in Accounting Principle As described in Note 5 to the financial statements, the Board adopted the provisions of GASB Statement No. 101, Compensated Absences, as of July 1, 2024. Our opinion is not modified with respect to this matter. Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the Union County Board of Education’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. 468 2 Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we:  Exercise professional judgment and maintain professional skepticism throughout the audit.  Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.  Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Union County Board of Education’s internal control. Accordingly, no such opinion is expressed.  Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements.  Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the Union County Board of Education’s ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that Management’s Discussion and Analysis on pages 4 through 12 and the Schedules of the Board’s Proportionate Share of the Net Pension Liability, OPEB Liability and OPEB liability and the Schedules of Board Contributions on pages 53 through 58, respectively, be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. 469 3 Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Union County Board of Education’s basic financial statements. The accompanying individual fund budgetary schedules and schedule of expenditures of federal and State awards, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, and the State Single Audit Implementation Act are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the individual fund budgetary schedules and schedule of expenditures of federal and State awards are fairly stated, in all material respects, in relation to the basic financial statements as a whole. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 17, 2025, on our consideration of the Union County Board of Education’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the Union County Board of Education’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering Union County Board of Education’s internal control over financial reporting and compliance. December 17, 2025 West End, North Carolina (910) 603-0508 470 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 4 This section of the Union County Board of Education’s (the "Board") financial report represents our discussion and analysis of the financial performance of the Board for the year ended June 30, 2025. This information should be read in conjunction with the audited financial statements included in this report. Financial Highlights  As discussed in Note 5 to the financial statements, effective July 1, 2024, the Board implemented accounting and financial reporting requirements of GASB Statement 101, Compensated Absences. The statement required the Board to begin recording liabilities for employee sick leave balances that are more likely than not to be used. As a result of implementation of this statement, the Board’s governmental and business-type activities net position, as previously reported at June 30, 2024, was reduced by $70.1 million and $1.9 million, respectively.  For the fiscal year ended June 30, 2025, the Board’s total district-wide net position (not including the decrease in net position due to the GASB 101 restatement) increased by $54.6 million. Governmental activities net position increased by $54.7 million, and business-type activities net position decreased by $69,000.  The Board experienced a decrease in student enrollment of 416 students from 41,345 students to 40,929 students.  The Board’s General fund reported a decrease in fund balance of $1.5 million, to a balance of $8.3 million. The Board’s Other Special Revenue fund reported an increase in fund balance of $832,000, to a balance of $8.3 million as of June 30, 2025. Overview of the Financial Statements The audited financial statements of the Union County Board of Education consist of five components. They are as follows:  Independent Auditors’ Report  Management's Discussion and Analysis (required supplementary information)  Basic Financial Statements  Required supplemental section that presents the Schedules of the Board’s Proportionate Share of Net Pension and OPEB Liabilities (assets) and the Schedules of Board Contributions.  Supplemental section that presents budgetary schedules for governmental and enterprise funds. The Basic Financial Statements include two types of statements that present different views of the Board’s finances. The first is the Government-wide Statements. The government-wide statements are presented on the full accrual basis of accounting and include the statement of net position and the statement of activities. The statement of net position includes all of the Board’s assets, deferred outflows of resources, liabilities and deferred inflows of resources. Assets and liabilities are classified in the order of relative liquidity for assets and due date for liabilities. This statement provides a summary of the Board's investment in assets, deferred outflows of resources, deferred inflows of resources and obligations to creditors. Liquidity and financial flexibility can be evaluated using the information contained in this statement. The statement of activities summarizes the Board’s revenues and expenses for the current year. A net (expense) revenue format is used to indicate to what extent each function is self- sufficient. The second set of statements included in the basic financial statements is the Fund Financial Statements, which are presented for the Board’s governmental funds and proprietary funds. These statements present the governmental funds on the modified accrual basis of accounting, measuring the near term 471 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 5 inflows and outflows of financial resources and what is available at year-end to spend in the next fiscal year. The proprietary funds are presented on the full accrual basis of accounting. The fund financial statements focus on the Board’s most significant funds. Because a different basis of accounting is used in the government-wide statements, reconciliation from the governmental fund financial statements to the government-wide statements is required. The government-wide statements provide information about the Board as an economic unit while the fund financial statements provide information on each of the financial resources of each of the Board’s major funds. Government-wide Statements The government-wide statements report information about the unit as a whole using accounting methods similar to those used by private-sector companies. The statement of net position includes all of the Board’s assets and liabilities. All of the current year’s revenues and expenses are accounted for in the statement of activities regardless of when cash is received or paid. The two government-wide statements report the Board’s net position and how it has changed. Net position is the difference between the Board’s assets and liabilities. This is one way to measure the unit’s financial health or position.  Over time, increases or decreases in the Board’s net position are an indicator of whether its financial position is improving or deteriorating.  To assess the Board’s overall health, you need to consider additional non-financial factors such as changes in the district’s property tax base and the condition of its school buildings and other physical assets. The unit’s activities are divided into two categories in the government-wide statements:  Governmental activities: Most of the Board’s basic services are included here, such as regular and special education, transportation, and administration. County funding and State and federal aid finance most of these activities.  Business-type activities: The Board charges fees to help it cover the costs of certain services it provides. School food service and after school services are included here. The government-wide statements are shown as Exhibits 1 and 2 of this report. Fund Financial Statements The fund financial statements provide more detailed information about the Board’s funds, focusing on its most significant or “major” funds - not the unit as a whole. Funds are accounting devices the Board uses to keep track of specific sources of funding and spending on particular programs.  Some funds are required by State law, such as the State Public School Fund.  The Board has established other funds to control and manage money for a particular purpose or to show that it is properly using certain revenues, such as in the Federal Grants Fund. Union County Board of Education has two types of funds: Governmental funds: Most of the Board’s basic services are included in the governmental funds, which generally focus on two things – 1) how cash and other assets that can readily be converted to cash flow in and out, and 2) the balances left at year-end that are available for spending. As a result of this focus, the governmental funds statements provide a detailed short-term view that helps the reader determine whether there are more or fewer financial resources that can be spent in the coming year to finance the Board’s programs. Because this information does not encompass the additional long-term focus of the district-wide statements, additional information at the bottom of the governmental fund statements, in the 472 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 6 form of a reconciliation, explains the relationship (or differences) between them. The Board has several governmental funds: the General Fund, the State Public School Fund, the Individual Schools Fund, the Other Special Revenue fund, the Capital Outlay Fund and the Federal Grants Fund. The governmental fund statements are shown as Exhibits 3, 4, 5 and 6 of this report. Proprietary funds: Services for which the Board charges a fee are generally reported in the proprietary funds. The proprietary fund statements are reported on the same full accrual basis of accounting as the government-wide statements. Union County Board of Education has two proprietary funds - both enterprise funds – the School Food Service Fund and the After School Program Fund. The proprietary fund statements are shown as Exhibits 7, 8, and 9 of this report. Financial Analysis of the Board as a Whole Assets and deferred outflows exceeded liabilities and deferred inflows of resources by $137.8 million as of June 30, 2025 as compared to assets and deferred outflows exceeding liabilities and deferred inflows by $155.2 million as of June 30, 2024, a decrease of $17.4 million. The largest component of net position is net investment in capital assets of $697.8 million, while restricted and unrestricted net position have a combined balance of negative $560.1 million. As previously discussed, this decrease is primarily due to the implementation of GASB Statement 101 during the year, which had the effect of reducing beginning of year total primary government net position, as previously reported at June 30, 2024, by $72.1 million. Following is a summary of the Statement of Net Position as of June 30, 2025 and 2024: 473 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 7 6/30/25 6/30/24 6/30/25 6/30/24 6/30/25 6/30/24 Current assets 39,759,031$ 38,261,791$ 9,693,845$ 10,049,589$ 49,452,876$ 48,311,380$ Capital assets 708,826,788 661,328,307 1,548,550 1,156,307 710,375,338 662,484,614 Total assets 748,585,819 699,590,098 11,242,395 11,205,896 759,828,214 710,795,994 Deferred outflows of resources 227,671,877 215,388,792 6,600,628 6,051,977 234,272,505 221,440,769 Current liabilities 45,924,137 26,987,255 1,303,989 835,871 47,228,126 27,823,126 Long-term liabilities 697,466,278 606,251,348 19,789,221 16,801,179 717,255,499 623,052,527 Total liabilities 743,390,415 633,238,603 21,093,210 17,637,050 764,483,625 650,875,653 Deferred inflows of resources 89,280,416 122,717,812 2,588,405 3,448,115 91,868,821 126,165,927 Net investment in capital assets 696,276,083 649,929,031 1,548,550 1,156,307 697,824,633 651,085,338 Restricted net position 10,825,512 12,805,200 16,723 - 10,842,235 12,805,200 Unrestricted net position (deficit) (563,514,730) (503,711,756) (7,403,865) (4,983,599) (570,918,595) (508,695,355) Total net position (deficit) 143,586,865$ 159,022,475$ (5,838,592)$ (3,827,292)$ 137,748,273$ 155,195,183$ Table 1 Condensed Statement of Net Position As of June 30, 2025 and 2024 Governmental Activities Business-type Activities Total Primary Government Net position is an indicator of the fiscal health of the Board. Net of the $70.1 million reduction in beginning of year net position for implementation of GASB 101, the net position of the Board’s governmental activities increased $54.7 million during the year, from $159.0 million at June 30, 2024 to $143.6 million at June 30, 2025 as a result of continued construction. Net investment in capital assets increased by $46.7 million as a result of capital additions exceeding depreciation expense for the year. The Board’s restricted net position decreased by $2.0 million due to spending down Other Special Revenue restricted fund balance related to special revenue programs such as Medicaid. Unrestricted net position decreased by $59.8 million compared to the prior year, due to implementation of GASB 101. Deferred outflows and inflows of resources relate entirely to the pension and OPEB plans which the Board participates in. The Board is required to record its proportionate share of these items along with its proportionate share of the plan liabilities. See Note 2 of the financial statements for more details regarding these plans. Net of a reduction of $1.9 million to beginning of year net position for implementation of GASB 101,The net position of the Board’s business-type activities decreased $69,000 from $(3.8) million at June 30, 2024 to $(5.8) million at June 30, 2025. This decrease is the net loss generated by our School Food Service fund offset by the net income generated in the After School Program fund during the 2025 fiscal year. The following table shows the revenues and expenses for the Board for the current and prior fiscal years: 474 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 8 6/30/25 6/30/24 6/30/25 6/30/24 6/30/25 6/30/24 Revenues: Program revenues: Charges for services 13,404,598$ 14,145,233$ 10,614,941$ 10,992,743$ 24,019,539$ 25,137,976$ Operating grants and contributions 315,446,956 328,109,216 12,836,303 13,498,549 328,283,259 341,607,765 Capital grants and contributions 3,198,358 2,129,026 362,136 20,822 3,560,494 2,149,848 General revenues: County appropriations 218,251,062 204,862,982 - - 218,251,062 204,862,982 Other revenues 5,680,609 2,765,812 189,816 81,398 5,870,425 2,847,210 Total revenues 555,981,583 552,012,269 24,003,196 24,593,512 579,984,779 576,605,781 Expenses: Governmental activities: Instructional services 373,543,797 372,017,013 - - 373,543,797 372,017,013 System-wide support services 111,878,025 99,838,077 - - 111,878,025 99,838,077 Ancillary services 520,433 156,122 - - 520,433 156,122 Payments to other governments 14,356,558 12,915,890 - - 14,356,558 12,915,890 Interest on long-term debt 375,259 448,437 - - 375,259 448,437 Unallocated depreciation 559,126 468,002 - - 559,126 468,002 Business-type activities: School food service - - 21,471,721 23,478,990 21,471,721 23,478,990 Child care - - 2,662,548 2,857,094 2,662,548 2,857,094 Total expenses 501,233,198 485,843,541 24,134,269 26,336,084 525,367,467 512,179,625 Transfers in (out) (62,495) (55,337) 62,495 55,337 - - Increase (decrease) in net position 54,685,890 66,113,391 (68,578) (1,687,235) 54,617,312 64,426,156 Beginning net position (deficit), as previously reported 159,022,475 92,909,084 (3,827,292) (2,140,057) 155,195,183 90,769,027 Change in accounting principle (70,121,500) - (1,942,722) - (72,064,222) - Beginning net position (deficit) as restated 88,900,975 92,909,084 (5,770,014) (2,140,057) 83,130,961 90,769,027 Ending net position (deficit) 143,586,865$ 159,022,475$ (5,838,592)$ (3,827,292)$ 137,748,273$ 155,195,183$ Governmental Activities Business-type Activities Total Primary Government Table 2 Condensed Statement of Activities For the Fiscal Years Ended June 30, 2025 and 2024 475 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 9 Total governmental activities generated revenues of $556.0 million while expenses in this category totaled $501.2 million for the year ended June 30, 2025, resulting in an increase in net position of $54.7 million (including transfers out to business-type activities of $62,000). Comparatively, revenues were $552.0 million, expenses totaled $485.8 million and transfers out were $55,000 for the year ended June 30, 2024, resulting in an increase in net position of $66.1 million. In comparing the two years, revenues increased by $4.0 million or 0.7%, and expenses increased by $15.4 million, or 3.2%. The primary reason for the increase in revenues is the receipt of $86.9 million of County funds in the Capital Outlay fund for the construction of 2 new schools. Also included in the increase in both revenues and expenses is the increase in the State Public School fund allotments, which increased $5.3 million because of rising ADM and state mandated salary and benefit increases. Along with an increase in County funding in the General fund of $7.9 million. This increase in revenues was offset by a decline in the receipt of Education Stabilization funds to help offset the cost of the COVID-19 pandemic which has declined as a result of spending down allotments and the expiration of the COVID-19 allotments. This resulted in a decrease in both revenue and expenses of $18.2 million in the Federal Grants fund. The Board also recognized an increase in pension and OPEB expenses of $13.6 million, see Note 2 – Detail Notes to the basic financial statements for detailed information regarding these post employment benefit programs. The Board’s primary sources of revenues were funding from the State of North Carolina, Union County, and the United States Government, which respectively comprised 53.6%, 39.1% and 3.0% of our total revenues. As would be expected, the major component of our expenses was instructional services which accounted for 74.5% of our total expenses during the most recent fiscal year. Of the remaining 25.5% of our total expenses, 22.3% was attributable to system-wide support services. Our business-type activities generated revenues of $24.0 million, while expenses in this category totaled $24.1 million for the year ended June 30, 2025. For the year, net position decreased by $69,000 (including transfers in of $62,000). Comparatively, revenues were $24.6 million, expenses were $26.3 million and transfers in were $55,000 for the year ended June 30, 2024, resulting in a decrease in net position of $1.7 million. In comparing the two years, revenues decreased by $590,000, and expenses decreased by $2.2 million, the decrease in revenues was recognized in the School Food Service fund due to decreases in participation. Food sales remained consistent compared to the previous year but USDA reimbursements decreased $511,000 as participation decreased. The Board also recognized a decrease in salary and benefits expense of $680,000, which is fully attributable to a decrease in pension and OPEB expense of $1.1 million. The Board’s After School program recognized a slight decrease in fees of $184,000, however the decline in revenue was offset by a decline in salaries and benefits expense because of the allocation of pension and OPEB expenses to the program as lower salaries were paid by the program. Financial Analysis of the Board’s Funds Governmental Funds: The focus of Union County Board of Education’s governmental funds is to provide information on near-term inflows, outflows, and balances of usable resources. Such information is useful in assessing the Board’s financing requirements. The Board’s governmental funds reported a combined fund balance of $25.0 million at June 30, 2025, a decrease of $293,000 from the amount reported at June 30, 2024. The Board’s General fund reported expenditures over revenues for the year ended June 30, 2025 of $1.5 million, while the Other Special Revenue, Individual School and Capital Outlay funds reported increases in fund balance of $832,000, $223,000 and $143,000, respectively. Overall, total governmental fund revenues increased by $3.2 million or 0.6%, while total expenditures increased by $2.6 million, or 0.5% over the prior year. For the year, the Board’s General Fund reported a decrease in fund balance of $1.5 million compared to a decrease of $737,000 in the prior year. Revenues increased by $7.9 million, or 6.4%, over the prior year primarily due to increased funding from County appropriations. Expenditures increased $8.7 million, or 7.0%. An increase in both instructional services costs and payments to charter schools attributed to the overall increase in expenditures. 476 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 10 The State Public School Fund and Federal Grants Fund do not carry fund balance. All revenues in these funds are expended in the year received. In comparing the year ended June 30, 2025 to 2024, the State Public School Fund reported an increase in revenues (and expenditures) of $5.3 million, or 1.8% due to the allotments received to fund state mandated salary increases. The Federal Grants Fund reported a decrease of $18.2 million, or 53.4% as a result of the COVID-19 funds received expiring during the current year. These COVID-19 Education Stabilization funds were spent within the prior year to help offset the cost of the coronavirus pandemic and provide bonuses and additional duties pay to employees employed during the pandemic and provide additional services to address learning loss and overall student health and air quality. The Other Special Revenue Fund reported fund balance of $8.3 million at June 30, 2025, an increase for the year of $832,000 compared to a decrease of $3.8 million in the 2024 year. Revenues decreased $2.2 million from the previous year, while expenditures increased by $1.1 million as more locally funded expenditures were paid out of the rising fund balance within this fund. Revenues increased $2.7 million due to receipt of a $2.1 million E-rate reimbursement and an increase in Medicaid reimbursements. Indirect cost revenues decreased by $726,000, due primarily to indirect costs not charged to the School Food Service fund to prevent significant decreases in cash balances in that fund. The Capital Outlay Fund reported fund balance of $2.7 million at June 30, 2025, an increase of $143,000 from the prior year. The most significant revenue reported in the Capital Outlay Fund was $86.9 million from Union County appropriations to fund various construction, renovation and maintenance projects. The district also received $4.9 million from installment purchase agreements entered into to pay for DPI buses and purchase computers. The Individual School fund benefited from continued strong revenues from fundraisers, sporting events and field trips, revenues exceeded expenditures in the Individual School fund by $223,000. The following chart summarizes governmental fund expenditures: Categorization of Expenditures for Governmental Funds 4% 64% 16% 16% Instructional Services System-wide Support Capital Outlay Other Expenditures presented on modified accrual basis of accounting. Proprietary Fund: The Board’s business-type funds, the School Food Service Fund and the After School Program Fund, reported a combined decrease in net position of $69,000 for the fiscal year ended June 30, 2025 compared to a decrease of $1.7 million for the same 2024 period. See the discussion above under “Financial Analysis of the Board as a Whole” for further details regarding the year-over-year change in operating results for these two funds. 477 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 11 General Fund Budgetary Highlights Over the course of the year, the Board revised the budget several times to account for changes in revenue expectations and program allocations. Since several revenue sources are either unknown or uncertain at the beginning of the fiscal year when the original budget is adopted, budget revisions are often necessary throughout the year to recognize these adjustments. The Board’s General Fund reported a decrease in fund balance for the year ended June 30, 2025 of $1.5 million, compared to a decrease of $737,000 in 2024. Through effective cost-containment and budget management practices, the Board was able to keep expenditures below budget and only use $1.5 million of the $2.5 million of fund balance that had been appropriated. Capital Assets Total primary government capital assets were $710.4 million at June 30, 2025 compared to $662.5 million at June 30, 2024, an increase of 7.2%. The increase is attributable to an excess of capital additions over depreciation expense for the year. More detailed information about the Board’s capital assets is contained in Note 2 – Detail Notes to the basic financial statements. The following is a summary of the Board’s capital assets, net of depreciation, at June 30, 2025 and 2024: 6/30/25 6/30/24 6/30/25 6/30/24 6/30/25 6/30/24 Land 64,242,660$ 64,242,660$ -$ -$ 64,242,660$ 64,242,660$ Construction in progress 126,928,256 68,650,586 - - 126,928,256 68,650,586 Buildings and improvements 500,591,867 512,953,155 - - 500,591,867 512,953,155 Equipment and furniture 5,005,971 3,575,484 1,548,550 1,156,307 6,554,521 4,731,791 Vehicles 12,058,034 11,906,422 - - 12,058,034 11,906,422 Total 708,826,788$ 661,328,307$ 1,548,550$ 1,156,307$ 710,375,338$ 662,484,614$ Table 3 Summary of Capital Assets As of June 30, 2025 and 2024 Governmental Activities Business-type Activities Total Primary Government Debt Outstanding During the year, the Board’s long-term debt increased from $13.1 million at June 30, 2024 to $13.5 million at June 30, 2025. The Board is limited by North Carolina General Statutes with regards to the types of debt it can issue and for what purpose that debt can be used. The County holds virtually all debt issued for school capital construction. More detailed information about the Board’s outstanding debt is contained in Note 2- Detail Notes to the basic financial statements. 478 UNION COUNTY BOARD OF EDUCATION MANAGEMENT’S DISCUSSION AND ANALYSIS 12 Economic Factors The Board anticipates an increased enrollment over the next several years and will need continued increases in classroom space, teachers and equipment. County funding is a major source of income for the Board; therefore, the County’s economic outlook directly affects that of the school district. The following factors have affected the economic outlook of Union County.  Union County’s population estimation of approximately 269,300 is an increase of approximately 12.3% since 2020. Union County also has the 10th largest population growth since 2010 in the State. The future expected growth in the County will continue to increase the demands on funding sources for the Board.  The unadjusted unemployment rate in Union County at June 30, 2025 was 3.4%, slightly below that of the State at 3.7%. Requests for Information This report is intended to provide a summary of the financial condition of Union County Board of Education. Questions or requests for additional information should be addressed to: Shanna McLamb, Chief Finance Officer Union County Board of Education 400 N. Church Street Monroe, NC 28112 479 GOVERNMENT-WIDE FINANCIAL STATEMENTS 480 UNION COUNTY BOARD OF EDUCATION Exhibit 1 Governmental Activities Business-type Activities Total Assets Cash and cash equivalents 23,701,117$ 8,800,455$ 32,501,572$ Investments 5,827,558 - 5,827,558 Due from other governments 9,662,676 294,113 9,956,789 Receivables 162,376 318,994 481,370 Inventories - 268,533 268,533 Net OPEB asset 405,304 11,750 417,054 Capital assets: Land and construction in progress 191,170,916 - 191,170,916 Other capital assets, net of depreciation 517,655,872 1,548,550 519,204,422 Total capital assets 708,826,788 1,548,550 710,375,338 Total assets 748,585,819 11,242,395 759,828,214 Deferred Outflows of Resources 227,671,877 6,600,628 234,272,505 Liabilities Accounts payable and accrued expenses 13,611,726 205,895 13,817,621 Unearned revenue 767,638 389,067 1,156,705 Long-term liabilities: Due within one year 31,544,773 709,027 32,253,800 Due in more than one year 71,951,618 1,654,396 73,606,014 Net pension liability 211,314,285 6,126,391 217,440,676 Net OPEB liability 414,200,375 12,008,434 426,208,809 Total liabilities 743,390,415 21,093,210 764,483,625 Deferred Inflows of Resources 89,280,416 2,588,405 91,868,821 Net position Net investment in capital assets 696,276,083 1,548,550 697,824,633 Restricted for: Stabilization by State statute 633,242 - 633,242 School capital outlay 2,766,734 - 2,766,734 Instructional services 1,230,789 - 1,230,789 Individual schools activities 5,617,918 - 5,617,918 DIPNC OPEB plan 576,829 16,723 593,552 Unrestricted (deficit)(563,514,730) (7,403,865) (570,918,595) Total net position (deficit)143,586,865$ (5,838,592)$ 137,748,273$ The notes to the basic financial statements are an integral part of this statement. STATEMENT OF NET POSITIONJune 30, 2025 Primary Government 13 481 UNION COUNTY BOARD OF EDUCATION Exhibit 2 STATEMENT OF ACTIVITIESFor the Fiscal Year Ended June 30, 2025 Functions/Programs Expenses Charges for Services Operating Grants and Contributions Capital Grants and Contributions Governmental Activities Business-type Activities Total Primary government: Governmental activities: Instructional services: Regular instructional 231,257,640$ -$ 184,562,945$ -$ (46,694,695)$ -$ (46,694,695)$ Special populations 57,241,100 - 49,531,471 - (7,709,629) - (7,709,629) Alternative programs 13,517,805 - 8,926,462 - (4,591,343) - (4,591,343) School leadership 27,270,797 - 12,494,012 - (14,776,785) - (14,776,785) Co-curricular 13,546,646 11,234,503 - - (2,312,143) - (2,312,143) School-based support 30,709,809 - 20,470,901 - (10,238,908) - (10,238,908) System-wide support services: Support and development 3,250,814 - 238,769 - (3,012,045) - (3,012,045) Special population support and development 789,094 - 350,093 - (439,001) - (439,001) Alternative programs and services support and development 241,233 - 81,849 - (159,384) - (159,384) Technology support 20,801,317 - 1,954,635 - (18,846,682) - (18,846,682) Operational support 72,672,853 - 35,206,597 3,198,358 (34,267,898) - (34,267,898) Financial and human resource services 8,784,460 2,170,095 172,932 - (6,441,433) - (6,441,433) Accountability 488,095 - - - (488,095) - (488,095) System-wide pupil support 616,604 - - - (616,604) - (616,604) Policy, leadership and public relations 4,233,555 - 581,494 - (3,652,061) - (3,652,061) Ancillary services 520,433 - 76,220 - (444,213) - (444,213) Non-programmed charges 14,356,558 - 798,576 - (13,557,982) - (13,557,982) Interest on long-term debt 375,259 - - - (375,259) - (375,259) Unallocated depreciation expense**559,126 - - - (559,126) - (559,126) Total governmental activities 501,233,198 13,404,598 315,446,956 3,198,358 (169,183,286) - (169,183,286) Business-type activities: School food service 21,471,721 7,594,668 12,836,303 362,136 - (678,614) (678,614) After School Program 2,662,548 3,020,273 - - - 357,725 357,725 Total business-type activities 24,134,269 10,614,941 12,836,303 362,136 - (320,889) (320,889) Total primary government 525,367,467$ 24,019,539$ 328,283,259$ 3,560,494$ (169,183,286) (320,889) (169,504,175) General revenues: Unrestricted county appropriations - operating 131,369,765 - 131,369,765 Unrestricted county appropriations - capital 86,881,297 - 86,881,297 Investment earnings, unrestricted 1,116,673 189,816 1,306,489 **This amount excludes the depreciation that is included in the Miscellaneous, unrestricted 4,563,936 - 4,563,936 direct expenses of the various programs.Transfers (62,495) 62,495 - Total general revenues and transfers 223,869,176 252,311 224,121,487 Change in net position 54,685,890 (68,578) 54,617,312 Net position (deficit) - beginning, as previously reported 159,022,475 (3,827,292) 155,195,183 Change in accounting principle (Note 5)(70,121,500) (1,942,722) (72,064,222) Net position (deficit) - beginning, as restated 88,900,975 (5,770,014) 83,130,961 Net position (deficit) - ending 143,586,865$ (5,838,592)$ 137,748,273$ The notes to the basic financial statements are an integral part of this statement.14Primary Government Program Revenues Net (Expense) Revenue and Changes in Net Position 482 FUND FINANCIAL STATEMENTS 483 UNION COUNTY BOARD OF EDUCATION Exhibit 3 General State Public School Federal Grants Other Special Revenue Capital Outlay Individual Schools Total Governmental Funds Assets Cash and cash equivalents 8,545,670$ -$ -$ 4,855,285$ 4,682,244$ 5,617,918$ 23,701,117$ Investments 1,580,175 - - 4,247,383 - - 5,827,558 Due from other governments 122,718 - - 64,330 9,475,628 - 9,662,676 Accounts receivable 53,978 - - 94,417 13,981 - 162,376 Total assets 10,302,541$ -$ -$ 9,261,415$ 14,171,853$ 5,617,918$ 39,353,727$ Liabilities and fund balances Liabilities:Accounts payable and accrued liabilities 2,028,993$ -$ -$ 177,614$ 11,405,119$ -$ 13,611,726$ Unearned revenue - - - 767,638 - - 767,638 Total liabilities 2,028,993 - - 945,252 11,405,119 - 14,379,364 Fund balances: Restricted: Stabilization by State statute 439,812 - - 193,430 - - 633,242 School capital outlay - - - - 2,766,734 - 2,766,734 Special revenue programs - - - 1,230,789 - - 1,230,789 Individual schools - - - - - 5,617,918 5,617,918 Assigned: Subsequent year's expenditures - - - 5,287,447 - - 5,287,447 Special revenues - - - 1,604,497 - - 1,604,497 Unassigned 7,833,736 - - - - - 7,833,736 Total fund balances 8,273,548 - - 8,316,163 2,766,734 5,617,918 24,974,363 Total liabilities and fund balances 10,302,541$ -$ -$ 9,261,415$ 14,171,853$ 5,617,918$ 39,353,727$ The notes to the basic financial statements are an integral part of this statement.15BALANCE SHEET GOVERNMENTAL FUNDS June 30, 2025 Major Funds 484 UNION COUNTY BOARD OF EDUCATION Exhibit 3 (continued) 24,974,363 708,826,788 Net OPEB asset 405,304 98,147,105 129,524,772 (103,496,391) (211,314,285) (414,200,375) (7,250,526) (82,029,890) Net position of governmental activities 143,586,865$ The notes to the basic financial statements are an integral part of this statement. Some liabilities,including those for compensated absences,are not due and payable in the current period and therefore are not reported in the funds. Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds. Deferred outflows of resources related to pensions Net pension liability Deferred inflows of resources related to OPEB plans RECONCILIATION OF THE BALANCE SHEET TO THE STATEMENT OF NET POSITION GOVERNMENTAL FUNDS June 30, 2025 Amounts reported for governmental activities in the statement of net position (Exhibit 1) are different because of the following: Total fund balance (All Governmental Funds)16Deferred outflows of resources related to OPEB plans Net OPEB liability Deferred inflows of resources related to pensions 485 UNION COUNTY BOARD OF EDUCATION Exhibit 4 General State Public School Federal Grants Other Special Revenue Capital Outlay Individual Schools Total Governmental Funds Revenues: State of North Carolina -$ 295,271,528$ -$ 185,500$ 3,198,358$ -$ 298,655,386$ Union County Local current expense 130,611,680 - - - - - 130,611,680 Other - - - - 86,881,297 - 86,881,297 U.S. Government - 113,266 15,824,750 622,839 - - 16,560,855 Other 1,135,009 - - 11,394,995 337,556 11,234,503 24,102,063 Total revenues 131,746,689 295,384,794 15,824,750 12,203,334 90,417,211 11,234,503 556,811,281 Expenditures:9,483,664 Current:2,719,670 Instructional services: Regular instructional 29,725,499 182,475,479 1,148,250 2,521,208 - - 215,870,436 Special populations 4,943,627 39,284,136 7,149,210 6,915,045 - - 58,292,018 Alternative programs 4,456,415 3,878,402 5,048,060 411,094 - - 13,793,971 School leadership 15,327,676 12,206,366 287,646 - - - 27,821,688 Co-curricular 2,604,551 - - 12,962 - 11,011,290 13,628,803 School-based support 10,164,394 19,231,183 1,054,218 860,613 - - 31,310,408 System-wide support services: Support and development 3,073,972 238,769 - 4,905 - - 3,317,646 Special population support and development 450,529 154,128 195,965 5,892 - - 806,514 Alternative programs and services support and development 165,128 5,536 76,313 - - - 246,977 Technology support 4,510,458 1,954,635 - 126,618 - - 6,591,711 Operational support 29,724,843 35,139,239 4,863 167,194 - - 65,036,139 Financial and human resource services 8,651,803 172,932 - 96,676 - - 8,921,411 Accountability 455,541 - - 38,817 - - 494,358 System-wide pupil support 626,525 - - - - - 626,525 Policy, leadership and public relations 3,749,999 581,494 - 250 - - 4,331,743 Ancillary services 288,532 - 61,649 170,252 - - 520,433 Non-programmed charges 14,317,883 - 798,576 40,164 - - 15,156,623 Debt service: Principal retirement - - - - 4,470,920 - 4,470,920 Interest and fees - - - - 375,259 - 375,259 Capital outlay - - - - 90,372,303 - 90,372,303 Total expenditures 133,237,375 295,322,299 15,824,750 11,371,690 95,218,482 11,011,290 561,985,886 (1,490,686) 62,495 - 831,644 (4,801,271) 223,213 (5,174,605) Other financing sources (uses):13,246,670 1,874,980 - (62,495) - - - - (62,495) - - - - 4,944,060 - 4,944,060 Total other financing sources (uses)- (62,495) - - 4,944,060 - 4,881,565 (1,490,686) - - 831,644 142,789 223,213 (293,040) 9,764,234 - - 7,484,519 2,623,945 5,394,705 25,267,403 8,273,548$ -$ -$ 8,316,163$ 2,766,734$ 5,617,918$ 24,974,363$ The notes to the basic financial statements are an integral part of this statement. STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDSFor the Fiscal Year Ended June 30, 2025 Revenues over (under) expenditures Transfers from (to) other funds Major Funds 17Net change in fund balance Fund balances: Beginning of year End of year Installment purchase obligations issued 486 UNION COUNTY BOARD OF EDUCATION Exhibit 5 Amounts reported for governmental activities in the statement of activities are different because: Net changes in fund balances - total governmental funds (293,040)$ Governmental funds report capital outlays as expenditures.However,in the Statement of Activities,the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense.This is the amount by which capital outlays exceeded depreciation in the current period.47,511,864 Contributions to the pension plan in the current fiscal year are not included on the Statement of Activities 43,121,028 Contributions to the OPEB plans in the current fiscal year are not included on the Statement of Activities 18,285,986 Proceeds from the sale of capital assets are recorded as revenues in the fund statements but not in the statement of activities.(29,633) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. OPEB nonemployer contributions 126,015 Gain on disposal of capital assets 16,250 The issuance of long-term debt provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds.Neither transaction has any effect on net position.Also, governmental funds report the effect of issuance costs,premiums,discounts and similar items when debt is first issued,whereas these amounts are deferred and amortized in the statement of activities.This amount is the net effect of these differences in the treatment of long-term debt and related items.(473,140) Some expenses reported in the statement of activities do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds.Pension (expense) benefit (52,524,928) OPEB (expense) benefit (2,893,464) Compensated absences 1,838,952 Total changes in net position of governmental activities 54,685,890$ The notes to the basic financial statements are an integral part of this statement. RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIESFor the Fiscal Year Ended June 30, 2025 18 487 UNION COUNTY BOARD OF EDUCATION Exhibit 6 BUDGET AND ACTUAL Original Final Variance With Budget Budget Actual Final Budget Revenues: State of North Carolina -$ -$ -$ -$ Union County 130,611,680 130,611,680 130,611,680 - U.S. Government - - - - Other 760,000 1,135,009 1,135,009 - Total revenues 131,371,680 131,746,689 131,746,689 - Expenditures: Current: Instructional services Regular instructional 30,858,153 29,747,778 29,725,499 22,279 Special populations 4,960,449 4,960,449 4,943,627 16,822 Alternative programs 5,413,543 4,463,543 4,456,415 7,128 School leadership 13,750,313 15,327,899 15,327,676 223 Co-curricular 2,509,850 2,634,850 2,604,551 30,299 School-based support 10,223,627 10,223,627 10,164,394 59,233 System-wide support services Support and development 3,177,253 3,177,253 3,073,972 103,281 Special populations 408,978 450,530 450,529 1 Alternative programs 176,490 176,490 165,128 11,362 Technology support 4,400,773 4,538,479 4,510,458 28,021 Operational support 29,722,233 29,915,638 29,724,843 190,795 Financial and human resource 9,160,881 8,952,195 8,651,803 300,392 Accountability 636,630 511,630 455,541 56,089 System-wide pupil support 584,953 628,851 626,525 2,326 Policy, leadership and public relations 3,746,326 3,827,741 3,749,999 77,742 Ancillary services Community - - - - Nutrition 442,377 360,962 288,532 72,430 Nonprogrammed charges 13,667,960 14,317,883 14,317,883 - Total expenditures 133,840,789 134,215,798 133,237,375 978,423 Excess (deficiency) of revenues over expenditures (2,469,109) (2,469,109) (1,490,686) 978,423 Other financing uses: Transfers to other funds - - - - Fund balance appropriated 2,469,109 2,469,109 - (2,469,109) Net change in fund balance -$ -$ (1,490,686) (1,490,686)$ Fund balances: Beginning of year 9,764,234 End of year 8,273,548$ The notes to the basic financial statements are an integral part of this statement. General Fund STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND AND ANNUALLY BUDGETED MAJOR SPECIAL REVENUE FUNDSFor the Fiscal Year Ended June 30, 2025 19 488 UNION COUNTY BOARD OF EDUCATION Exhibit 6 (continued) BUDGET AND ACTUAL Original Final Variance With Budget Budget Actual Final Budget Revenues: State of North Carolina 297,448,112$ 305,146,471$ 295,271,528$ (9,874,943)$ Union County - - - - U.S. Government - 113,266 113,266 - Other - - - - Total revenues 297,448,112 305,259,737 295,384,794 (9,874,943) Expenditures: Current: Instructional services Regular instructional 188,771,954 187,266,210 182,475,479 4,790,731 Special populations 41,507,405 40,376,711 39,284,136 1,092,575 Alternative programs 5,024,029 5,543,046 3,878,402 1,664,644 School leadership 11,202,916 12,431,407 12,206,366 225,041 Co-curricular 6,988 6,988 - 6,988 School-based support 11,816,564 19,292,628 19,231,183 61,445 System-wide support services Support and development 327,490 327,490 238,769 88,721 Special populations 346,291 346,291 154,128 192,163 Alternative programs 4,522 6,022 5,536 486 Technology support 2,039,598 3,250,277 1,954,635 1,295,642 Operational support 35,405,233 35,356,634 35,139,239 217,395 Financial and human resource 338,362 338,362 172,932 165,430 Accountability 1,119 1,119 - 1,119 System-wide pupil support 14,073 14,073 - 14,073 Policy, leadership and public relations 639,983 639,983 581,494 58,489 Ancillary services Community - - - - Nutrition - - - - Nonprogrammed charges - - - - Total expenditures 297,446,527 305,197,241 295,322,299 9,874,942 Excess (deficiency) of revenues over expenditures 1,585 62,496 62,495 (1) Other financing uses: Transfers to other funds (1,585) (62,496) (62,495) 1 Fund balance appropriated - - - - Net change in fund balance -$ -$ - -$ Fund balances: Beginning of year - End of year -$ The notes to the basic financial statements are an integral part of this statement. STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND AND ANNUALLY BUDGETED MAJOR SPECIAL REVENUE FUNDSFor the Fiscal Year Ended June 30, 2025 State Public School Fund 20 489 UNION COUNTY BOARD OF EDUCATION Exhibit 6 (continued) BUDGET AND ACTUAL Original Final Variance With Budget Budget Actual Final Budget Revenues: State of North Carolina -$ -$ -$ -$ Union County - - - - U.S. Government 22,483,655 22,511,073 15,824,750 (6,686,323) Other - - - - Total revenues 22,483,655 22,511,073 15,824,750 (6,686,323) Expenditures: Current: Instructional services Regular instructional 1,667,626 1,357,299 1,148,250 209,049 Special populations 9,341,784 9,722,368 7,149,210 2,573,158 Alternative programs 7,440,235 6,553,064 5,048,060 1,505,004 School leadership 203,457 311,011 287,646 23,365 Co-curricular - - - - School-based support 957,243 1,560,192 1,054,218 505,974 System-wide support services Support and development 125,000 - - - Special populations 158,415 223,041 195,965 27,076 Alternative programs 108,082 115,196 76,313 38,883 Technology support - - - - Operational support 20,155 23,292 4,863 18,429 Financial and human resource - - - - Accountability - - - - System-wide pupil support - - - - Policy, leadership and public relations - - - - Ancillary services Community - - - - Nutrition 35,940 61,651 61,649 2 Nonprogrammed charges 2,425,718 2,583,959 798,576 1,785,383 Total expenditures 22,483,655 22,511,073 15,824,750 6,686,323 Excess (deficiency) of revenues over expenditures - - - - Other financing uses: Transfers to other funds - - - - Fund balance appropriated - - - - Net change in fund balance -$ -$ - -$ Fund balances: Beginning of year - End of year -$ The notes to the basic financial statements are an integral part of this statement. GENERAL FUND AND ANNUALLY BUDGETED MAJOR SPECIAL REVENUE FUNDS STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - For the Fiscal Year Ended June 30, 2025 Federal Grants Fund 21 490 UNION COUNTY BOARD OF EDUCATION Exhibit 6 (continued) BUDGET AND ACTUAL Variance With Final Budget Original Final Positive Budget Budget Actual (Negative) Revenues: State of North Carolina -$ 185,000$ 185,500$ 500$ Union County - - - - U.S. Government 594,909 609,480 622,839 13,359 Other 4,059,336 6,827,840 11,394,995 4,567,155 Total revenues 4,654,245 7,622,320 12,203,334 4,581,014 Expenditures: Current: Instructional services Regular instructional 3,658,416 3,752,356 2,521,208 1,231,148 Special populations 5,259,208 7,547,582 6,915,045 632,537 Alternative programs 268,434 413,094 411,094 2,000 School leadership - - - - Co-curricular 41,705 39,705 12,962 26,743 School-based support 957,656 1,118,747 860,613 258,134 System-wide support services Support and development 10,237 10,237 4,905 5,332 Special populations 4,000 6,000 5,892 108 Alternative programs - - - - Technology support 450,000 450,000 126,618 323,382 Operational support 799,253 871,803 167,194 704,609 Financial and human resource 14,700 96,700 96,676 24 Accountability 26,213 38,818 38,817 1 System-wide pupil support - - - - Policy, leadership and public relations 200 250 250 - Ancillary services Community 156,094 244,052 155,681 88,371 Nutrition - 24,571 14,571 10,000 Nonprogrammed charges 142,895 143,171 40,164 103,007 Total expenditures 11,789,011 14,757,086 11,371,690 3,385,396 Excess (deficiency) of revenues over expenditures (7,134,766) (7,134,766) 831,644 7,966,410 Other financing uses: Transfers to other funds - - - - Fund balance appropriated 7,134,766 7,134,766 - (7,134,766) Net change in fund balance -$ -$ 831,644 831,644$ Fund balances: Beginning of year 7,484,519 End of year 8,316,163$ The notes to the basic financial statements are an integral part of this statement. STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GENERAL FUND AND ANNUALLY BUDGETED MAJOR SPECIAL REVENUE FUNDS For the Fiscal Year Ended June 30, 2025 Other Special Revenue Fund 22 491 UNION COUNTY BOARD OF EDUCATION Exhibit 7STATEMENT OF NET POSITIONPROPRIETARY FUND TYPES School Food After School Service Program TotalsAssets Current assets: Cash and cash equivalents 6,675,898$ 2,124,557$ 8,800,455$ Due from other governments 294,113 - 294,113 Receivables 308,289 10,705 318,994 Inventories 268,533 - 268,533 Total current assets 7,546,833 2,135,262 9,682,095 Noncurrent assets: Net OPEB asset 10,205 1,545 11,750 Capital assets: Furniture, equipment and vehicles, net 1,548,550 - 1,548,550 Total noncurrent assets 1,558,755 1,545 1,560,300 Total assets 9,105,588 2,136,807 11,242,395 Deferred Outflows of Resources 5,732,647 867,981 6,600,628 Liabilities Current liabilities: Accounts payable and accrued liabilities 201,459 4,436 205,895 Compensated absences 599,785 109,242 709,027 Unearned revenue 351,008 38,059 389,067 Total current liabilities 1,152,252 151,737 1,303,989 Noncurrent liabilities: Net pension liability 5,320,773 805,618 6,126,391 Net OPEB liability 10,429,330 1,579,104 12,008,434 Compensated absences 1,399,497 254,899 1,654,396 Total noncurrent liabilities 17,149,600 2,639,621 19,789,221 Total liabilities 18,301,852 2,791,358 21,093,210 Deferred Inflows of Resources 2,248,031 340,374 2,588,405 Net position Investment in capital assets 1,548,550 - 1,548,550 Restricted for DIPNC OPEB plan 14,524 2,199 16,723 Unrestricted (deficit)(7,274,722) (129,143) (7,403,865) Total net position (deficit)(5,711,648)$ (126,944)$ (5,838,592)$ The notes to the basic financial statements are an integral part of this statement. Enterprise June 30, 2025 Major Funds 23 492 UNION COUNTY BOARD OF EDUCATION Exhibit 8 School Food After School Service Program Totals Operating revenues: Food sales 7,594,668$ -$ 7,594,668$ Child care fees - 3,020,273 3,020,273 Total operating revenues 7,594,668 3,020,273 10,614,941 Operating expenses: Food cost: Purchase of food 7,265,042 149,703 7,414,745 Donated commodities 1,232,161 - 1,232,161 Salaries and benefits 11,988,635 2,249,702 14,238,337 Materials and supplies 98,310 115,357 213,667 Repairs and maintenance 61,591 - 61,591 Depreciation 268,895 - 268,895 Non-capitalized equipment 120,068 - 120,068 Contracted services 215,080 3,328 218,408 Field trips - 31,447 31,447 Bank service fees - 91,154 91,154 Other 221,939 21,857 243,796 Total operating expenses 21,471,721 2,662,548 24,134,269 Operating income (loss)(13,877,053) 357,725 (13,519,328) Nonoperating revenues: Federal reimbursements 11,570,900 - 11,570,900 Federal commodities 1,232,161 - 1,232,161 State reimbursements 33,242 - 33,242 Interest earned 177,224 12,592 189,816 Total nonoperating revenues 13,013,527 12,592 13,026,119 Income (loss) before transfers and contributions (863,526) 370,317 (493,209) Transfers from other funds 62,495 - 62,495 Capital contributions 362,136 - 362,136 Change in net position (438,895) 370,317 (68,578) Net position (deficit), beginning, as previously reported (3,611,698) (215,594) (3,827,292) Change in accounting principle (Note 5)(1,661,055) (281,667) (1,942,722) Net position (deficit), beginning, as restated (5,272,753) (497,261) (5,770,014) Net position (deficit), end of year (5,711,648)$ (126,944)$ (5,838,592)$ The notes to the basic financial statements are an integral part of this statement. Enterprise PROPRIETARY FUND TYPESFor the Fiscal Year Ended June 30, 2025 STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET POSITION Major Funds 24 493 UNION COUNTY BOARD OF EDUCATION Exhibit 9STATEMENT OF CASH FLOWSPROPRIETARY FUND TYPESFor the Fiscal Year Ended June 30, 2025 School Food After School Service Program Totals Cash flows from operating activities: Cash received from customers 7,608,672$ 3,051,165$ 10,659,837$ Cash paid for goods and services (7,828,439) (429,811) (8,258,250) Cash paid to employees for services (11,785,340) (2,334,130) (14,119,470) Net cash provided (used) by operating activities (12,005,107) 287,224 (11,717,883) Cash flows from noncapital financing activities: Due to other funds (890,510) - (890,510) Federal and State reimbursements 11,609,488 - 11,609,488 Net cash provided by noncapital activities 10,718,978 - 10,718,978 Cash flows from capital and related financing activities: Purchase of capital assets (299,002) - (299,002) Cash flows from investing activities: Interest earned on investments 177,224 12,592 189,816 Sales of investments 1,141,134 - 1,141,134 Net cash provided by investing activities 1,318,358 12,592 1,330,950 Net increase (decrease) in cash and cash equivalents (266,773) 299,816 33,043 Cash and cash equivalents, beginning of year 6,942,671 1,824,741 8,767,412 Cash and cash equivalents, end of year 6,675,898$ 2,124,557$ 8,800,455$ Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss)(13,877,053)$ 357,725$ (13,519,328)$ Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities: Depreciation 268,895 - 268,895 Donated commodities 1,232,161 - 1,232,161 Salaries paid by special revenue fund 62,495 - 62,495 Changes in assets and liabilities: Decrease in accounts receivable 41,118 25,024 66,142 Decrease in inventories 78,425 - 78,425 Increase (decrease) in accounts payable and accrued liabilities 75,166 (16,965) 58,201 The notes to the basic financial statements are an integral part of this statement. Major Funds 25 Enterprise 494 UNION COUNTY BOARD OF EDUCATION Exhibit 9 (continued)STATEMENT OF CASH FLOWSPROPRIETARY FUND TYPESFor the Fiscal Year Ended June 30, 2025 School Food After SchoolServiceProgram Totals Increase (decrease) in unearned revenue (27,114) 5,868 (21,246) Decrease in pension liability (689,579) (169,483) (859,062) Increase in OPEB liability 2,284,711 257,746 2,542,457 Increase in deferred outflow (525,466) (23,185) (548,651) Decrease in deferred inflow (718,761) (140,949) (859,710) Decrease in compensated absences payable (199,900) (7,012) (206,912) Total adjustments 1,871,946 (70,501) 1,801,445 Net cash provided (used) by operating activities (12,005,107)$ 287,224$ (11,717,883)$ NONCASH OPERATING AND NONCAPITAL FINANCING ACTIVITIES: The notes to the basic financial statements are an integral part of this statement. School Food Service capital assets with a value of $299,487 were purchased by the Capital Outlay Fund during the year. The value of these assets is reflected as a capital contribution on Exhibit 8. School Food Service capital assets with a value of $62,649 were purchased by the Federal Grants Fund during the year. The value of these assets is reflected as a capital contribution on Exhibit 8. 26 Enterprise Major Funds The School Food Service Fund received donated commodities with a value of $1,232,161 during the fiscal year.The receipt of these commodities is reflected as a nonoperating revenue on Exhibit 8.The consumption of these commodities is recorded as an operating expense. The State Public School Fund paid salaries and benefits of $62,495 to personnel of the School Food Service Fund during the fiscal year. The payment is reflected as a transfer in and an operating expense on Exhibit 8. 495 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 27 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The accounting policies of Union County Board of Education conform to generally accepted accounting principles as applicable to governments. The following is a summary of the more significant accounting policies: A. Reporting Entity The Union County Board of Education (Board) is a Local Education Agency empowered by State law [Chapter 115C of the North Carolina General Statutes] with the responsibility to oversee and control all activities related to public school education in Union County, North Carolina. The Board provides public school education to the children of Union County not living within the boundaries of the Kannapolis Local Educational Agency. The Board receives State, local, and federal government funding and must adhere to the legal requirements of each funding entity. B. Basis of Presentation Government-wide Statements: The statement of net position and the statement of activities display information about the Board. These statements include the financial activities of the overall government, except for fiduciary activities. Eliminations have been made to minimize the effect of internal activities upon revenues and expenses, however interfund services provided and used are not eliminated in the process of consolidation. These statements distinguish between the governmental and business-type activities of the Board. Governmental activities generally are financed through intergovernmental revenues and other non-exchange transactions. Business-type activities are financed in whole or in part by fees charged to external parties. The statement of activities presents a comparison between direct expenses and program revenues for the different business-type activities of the Board and for each function of the Board’s governmental activities. Direct expenses are those that are specifically associated with a program or function and, therefore, are clearly identifiable to a particular function. Indirect expense allocations that have been made in the funds have been reversed for the statement of activities. Program revenues include (a) fees and charges paid by the recipients of goods or services offered by the programs and (b) grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Revenues that are not classified as program revenues are presented as general revenues. Fund Financial Statements: The fund financial statements provide information about the Board’s funds. Separate statements for each fund category – governmental and proprietary – are presented. The emphasis of fund financial statements is on major governmental and enterprise funds, each displayed in a separate column. All remaining governmental and enterprise funds are aggregated and reported as nonmajor funds. Proprietary fund operating revenues, such as charges for services, result from exchange transactions associated with the principal activity of the fund. Exchange transactions are those in which each party receives and gives up essentially equal values. Nonoperating revenues, such as subsidies and investment earnings, result from nonexchange transactions or ancillary activities. All expenses are considered to be operating expenses. 496 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 28 The Board reports the following major governmental funds: General Fund. The General Fund is the general operating fund of the Board. The General Fund accounts for all financial resources except those that are accounted for in another fund. State Public School Fund. The State Public School Fund includes appropriations from the Department of Public Instruction for the current operating expenditures of the public school system. Federal Grants Fund. The Federal Grants Fund includes appropriations from the U.S. Government for the current operating expenditures of the public school system. Other Special Revenue Fund. The Other Special Revenue Fund is used to account for revenues from reimbursements (including indirect costs), fees for actual costs, tuition, sales tax refunds, gifts and grants restricted as to use, trust funds, federal grants restricted as to use, federal appropriations made directly to local school administrative units, funds received from prekindergarten programs and other special programs. Individual Schools Fund. The Individual Schools Fund includes revenues and expenditures of the activity funds of the individual schools. The primary revenue sources include funds held on the behalf of various clubs and organizations, receipts from athletic events, and proceeds from various fund raising activities. The primary expenditures are for athletic teams, club programs, activity buses, and instructional needs. Capital Outlay Fund. The Capital Outlay Fund accounts for financial resources to be used for the acquisition and construction of major capital facilities (other than those financed by proprietary funds and trust funds). It is mandated by State law [G.S.115C-426]. Capital projects are funded by Union County appropriations, restricted sales tax moneys, proceeds of Union County bonds issued for public school construction as well as certain State assistance. The Board reports the following major enterprise funds: School Food Service Fund. The School Food Service Fund is used to account for the food service program within the school system. After School Program Fund. The After School Program Fund is used to account for the before and after school child care program within the school system. C. Measurement Focus and Basis of Accounting Government-wide and Proprietary Fund Financial Statements. The government-wide and proprietary fund financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded at the time liabilities are incurred, regardless of when the related cash flows take place. Non-exchange transactions, in which the Board gives (or receives) value without directly receiving (or giving) equal value in exchange, include grants and donations. Revenue from grants and donations is recognized in the fiscal year in which all eligibility requirements have been satisfied. Governmental Fund Financial Statements. Governmental funds are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under this method, revenues are recognized when measurable and available. The Board considers all revenues reported in the governmental funds to be available if the revenues are collected within sixty days after year-end. These could include federal, State, and county grants, and some charges for services. Expenditures are recorded when the related fund liability is incurred, except for claims and judgments and compensated absences which are recognized as expenditures to the extent they have matured. General capital asset acquisitions are reported as expenditures in governmental funds. Acquisitions under leases qualifying as other than short-term are reported as other financing sources. 497 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 29 Under the terms of grant agreements, the Board funds certain programs by a combination of specific cost-reimbursement grants and general revenues. Thus, when program expenses are incurred, there is both restricted and unrestricted net position available to finance the program. It is the Board’s policy to first apply cost-reimbursement grant resources to such programs and then general revenues. All governmental and business-type activities and enterprise funds of the Board follow FASB Statements and Interpretations issued on or before November 30, 1989, Accounting Principles Board Opinions, and Accounting Research Bulletins, unless those pronouncements conflict with GASB pronouncements. D. Budgetary Data The Board’s budgets are adopted as required by the North Carolina General Statutes. Annual budgets are adopted for all funds, except for the individual schools special revenue funds as required by the North Carolina General Statutes. No budget is required by State law for individual school funds. All appropriations lapse at the fiscal year-end. All budgets are prepared using the modified accrual basis of accounting. Expenditures may not legally exceed appropriations at the functional level for all annually budgeted funds. The Board has authorized the Superintendent to move moneys (up to $100,000) from one function to another within a fund. Amendments are required for any revisions that alter total expenditures of any fund or that change functional appropriations by more than $100,000. All amendments must be approved by the governing board. During the year, several amendments to the original budget were necessary. The budget ordinance must be adopted by July 1 of the fiscal year or the governing board must adopt an interim budget that covers that time until the annual ordinance can be adopted. E. Assets, Deferred Outflows, Liabilities, Deferred Inflows and Fund Equity 1. Deposits and Investments All deposits of the Board are made in board-designated official depositories and are secured as required by State law [G.S. 115C-444]. The Board may designate, as an official depository, any bank or savings association whose principal office is located in North Carolina. Also, the Board may establish time deposit accounts such as NOW and SuperNOW accounts, money market accounts, and certificates of deposit. The Board also has money credited in its name with the State Treasurer and may issue State warrants against these funds. State law [G.S. 115C-443] authorizes the Board to invest in obligations of the United States or obligations fully guaranteed both as to principal and interest by the United States; obligations of the State of North Carolina; bonds and notes of any North Carolina local government or public authority; obligations of certain non-guaranteed federal agencies; certain high quality issues of commercial paper and bankers' acceptances; the North Carolina Capital Management Trust (NCCMT), an SEC-registered (2a-7) money market mutual fund; and the North Carolina State Treasurer’s Short Term Investment Fund (STIF). The STIF is managed by the staff of the Department of State Treasurer and operated in accordance with State laws and regulations. It is not registered with the SEC. The STIF consists of an internal portion and an external portion in which the Board participates. Investments are restricted to those enumerated in G.S. 147-69.1. The Board’s investments are reported at amortized cost or at fair value determined by either quoted market prices or a matrix pricing model. The NCCMT Government Portfolio’s securities are measured at fair value. The STIF securities (as valued under level 2 of the fair value hierarchy) are reported at cost and maintain a constant $1 per share value. Investments valued under level 2 of the fair value hierarchy are valued using prices that are either directly or indirectly observable for an asset or liability. Under the authority of G.S. 147-69.3, no unrealized gains or losses of the STIF are distributed to external participants of the fund. 498 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 30 2. Cash and Cash Equivalents The Board pools money from several funds to facilitate disbursement and investment and to maximize investment income. Therefore, all cash and investments are essentially demand deposits and are considered cash and cash equivalents. 3. Inventories The inventories of the Board are valued at cost and the Board uses the first-in, first-out (FIFO) flow assumption in determining cost. Proprietary Fund inventories consist of food and supplies and are recorded as expenses when consumed. 4. Capital Assets Donated assets received prior to June 30, 2015 are recorded at their estimated fair value at the date of donation or forfeiture. Donated capital assets received after June 30, 2015 are recorded at acquisition value. All other capital assets are recorded at original cost. Improvements are capitalized and depreciated over the remaining useful lives of the related capital assets. Certain items acquired before July 1, 1995 are recorded at an estimated original historical cost. The total of these estimates is not considered large enough that any errors would be material when capital assets are considered as a whole. It is the policy of the Board to capitalize all capital assets costing more than $5,000 with an estimated useful life of two or more years. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend asset lives are not capitalized. Union County holds title to certain properties, which are reflected as capital assets in the financial statements of the Board. The properties have been deeded to the County to permit installment purchase financing of acquisition and construction costs and to permit the County to receive refunds of sales tax paid for construction costs. Agreements between the County and the Board gives the schools full use of the facilities, full responsibility for maintenance of the facilities, and provides that the County will convey title of the property back to the Board, once all restrictions of the financing agreements and all sales tax reimbursement requirements have been met. Capital assets are depreciated using the straight-line method over the following estimated useful lives: Years Buildings 20 – 50 Equipment and furniture 5 – 10 Vehicles 6 – 20 Computer equipment 3 – 5 Depreciation for equipment serves multiple purposes and cannot be allocated ratably, therefore it is reported as “unallocated depreciation” on the Statement of Activities. Land and construction in progress are not depreciated. 499 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 31 5. Deferred outflows and inflows of resources In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflow of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net assets that applies to a future period and so will not be recognized as an expense or expenditure until then. The Board has two items that meet this criterion - a pension related deferral and contributions made to the pension plan in the current fiscal year. The statement of financial position also reports a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net assets that applies to a future period and so will not be recognized as revenue until then. The Board has one item that meet this criterion – pension related deferrals. 6. Long-term Obligations In the government-wide financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities. 7. Compensated Absences The Board recognizes a liability for compensated absences for leave time that (1) has been earned for services previously rendered by employees, (2) accumulates and is allowed to be carried over to subsequent years, and (3) is more likely than not to be used as time off or settled (for example, paid in cash to the employee) during or upon separation from employment. Based on the criteria listed, two types of leave qualify for liability recognition for compensated absences – vacation and sick leave. The Board follows the State’s policy for vacation and sick leave. The liability for compensated absences is reported as incurred in the government-wide and proprietary fund financial statements on a FIFO basis. A liability for compensated absences is recorded in the governmental funds only if the liability has matured because of employee resignations or retirements. The liability for compensated absences includes salary-related benefits, where applicable. An estimate has been made based on prior years’ records of the current portion of compensated absences. Vacation Leave - Employees may accumulate up to thirty (30) days of earned but unused vacation leave with such leave being fully vested when earned and eligible for payment at the employee’s current pay rate upon separation from employment. Sick Leave - The sick leave policy of the Board provides for an unlimited accumulation of earned sick leave. Sick leave does not vest, but any unused sick leave accumulated at the time of retirement may be used in the determination of length of service for retirement benefit purposes. However, a liability for the estimated value of sick leave that will be used by employees as time off is included in the liability for compensated absences. 8. Net Position/Fund Balances Net Position Net position in the government-wide and proprietary fund financial statements is classified as net investment in capital assets; restricted; and unrestricted. Restricted net position represents constraints on resources that are either externally imposed by creditors, grantors, contributors, or the laws or regulations of other governments, or imposed by law through State statute. 500 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 32 Fund Balances In the governmental fund financial statements, fund balance is composed of four classifications designed to disclose the hierarchy of constraints placed on how fund balance can be spent. The governmental fund types classify fund balances as follows: Restricted fund balance – This classification includes amounts that are restricted to specific purposes externally imposed by creditors or imposed by law. Restricted for Stabilization by State statute – North Carolina G.S. 115C-425(a) prohibits boards of education from budgeting or spending a portion of their fund balance. Restricted by State statute (RSS) is calculated at the end of each fiscal year. The amount of fund balance not available for appropriation is what is known as “restricted by State statute”. Appropriated fund balance in any fund shall not exceed the sum of cash and investments minus the sum of liabilities, encumbrances, and deferred revenues arising from cash receipts, as those figures stand at the close of the fiscal year next preceding the budget year. Outstanding encumbrances are included within RSS. Restricted for School Capital Outlay - portion of fund balance that can only be used for school capital outlay. [G.S. 159-18 through 22] Restricted for special revenue programs– grant and other revenues restricted for expenditure for various instructional services, as allowable by the funding source. Restricted for Individual Schools – revenue sources restricted for expenditures for the various clubs and organizations, athletic events, and various fund raising activities for which they were collected. Assigned fund balance – portion of fund balance that the Board of Education intends to use for specific purposes. Any amounts assigned are established by the Board’s Budget Committee. Subsequent year’s expenditures – portion of fund balance that is appropriated in the next year’s budget that is not already classified in restricted fund balance. The Board of Education approves the appropriation. Special revenue programs – portion of fund balance that represents the residual amount of revenues from certain grants, reimbursements, indirect costs and other financial resources in excess of related expenditures that the Board of Education has assigned to be expended for educational services. These amounts can be expended for instructional services, system-wide support services, ancillary services or non-programmed charges. Unassigned fund balance – the portion of fund balance that has not been restricted, committed, or assigned to specific purposes or other funds. The General fund is the only fund that reports a positive unassigned fund balance amount, a negative unassigned fund balance may be reported in other governmental funds, if expenditures incurred for specific purposes exceeded the amounts restricted, committed or assigned to those purposes. The Board of Education has a management policy for revenue spending that provides guidance for programs with multiple revenue sources. The Finance Officer will use resources in the following hierarchy: bond proceeds, federal funds, State funds, local non-board of education funds, and lastly board of education funds. For purposes of fund balance classification, expenditures are to be spent from restricted fund balance first, followed in-order by committed fund balance, assigned fund balance and lastly unassigned fund balance. The Finance Officer has the authority to deviate from this policy if it is in the best interest of the Board of Education. 501 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 33 9. Reconciliation of District-wide and Fund Financial Statements a. Explanation of certain differences between the governmental fund balance sheet and the government-wide statement of net position The governmental fund balance sheet includes a reconciliation between fund balance - total governmental funds and net position – governmental activities as reported in the government-wide statement of net position. The net adjustment of $118,612,502 consists of several elements as follows: Description Amount Capital assets used in governmental activities are not financial resources and are therefore not reported in the funds (total capital assets at historical cost on government-wide statement in governmental activities column)1,091,307,266$ Less Accumulated Depreciation (382,480,478) Net capital assets 708,826,788 Net OPEB Asset 405,304 Pension related deferred outflows of resources 98,147,105 OPEB related deferred outflows of resources 129,524,772 Liabilities that, because they are not due and payable in the current period, do not require current resources to pay and are therefore not recorded in the fund statements: Installment financing (13,547,730) Compensated absences (89,948,661) Net pension liability (211,314,285) Net OPEB liability (414,200,375) Deferred inflows of resources related to pensions (7,250,526) Deferred inflows of resources related to OPEB (82,029,890) Total adjustment 118,612,502$ 502 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 34 b. Explanation of certain differences between the governmental fund statement of revenues, expenditures, and changes in fund balances and the district-wide statement of activities The governmental fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances - total governmental funds and changes in net position of governmental activities as reported in the government-wide statement of activities. There are several elements of that total adjustment of $54,978,930 as follows: Description Amount Capital outlay expenditures recorded in the fund statements but capitalized as assets in the statement of activities 69,669,846$ Depreciation expense, the allocation of those assets over their useful lives, that is recorded on the statement of activities but not in the fund statements (22,157,982) New debt issued during the year is recorded as a source of funds on the fund statements; it has no effect on the statement of activities - it affects only the government-wide statement of net position (4,944,060) Principal payments on debt owed are recorded as a use of funds on the fund statements but affect only the statement of net position on the government-wide statements 4,470,920 Contributions to the pension plan in the current fiscal year are not included on the Statement of Activities 43,121,028 Contributions to the OPEB plans in the current fiscal year are not included on the Statement of Activities 18,285,986 Proceeds from the sale of capital assets are recorded as revenues in the fund statements but not in the statement of activities.(29,633) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. OPEB nonemployer contributions 126,015 Gain on disposal of capital assets 16,250 Expenses reported in the Statement of Activities that do not require the use of current resources to pay are not recorded as expenditures in the fund statements Pension (expense) benefit (52,524,928) OPEB (expense) benefit (2,893,464) Compensated absences are accrued in the government-wide statements but not in the fund statements because they do not use current resources 1,838,952 Total adjustment 54,978,930$ 503 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 35 10. Defined Benefit Pension Plan and OPEB Plans For purposes of measuring the net pension liability, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Teachers’ and State Employees’ Retirement System (TSERS), the Retiree Health Benefit Fund (RHBF), and the Disability Income Plan of NC (DIPNC) and additions to/deductions from TSERS, RHBF, and DIPNC’s fiduciary net position have been determined on the same basis as they are reported by TSERS, RHBF, and DIPNC. For this purpose, plan member contributions are recognized in the period in which the contributions are due. The Board’s employer contributions are recognized when due and the Board has a legal requirement to provide the contributions. Benefits and refunds are recognized when due and payable in accordance with the terms of TSERS, RHBF, and DIPNC. Investments are reported at fair value. NOTE 2 - DETAIL NOTES ON ALL FUNDS A. Assets 1. Deposits All of the Board's deposits are either insured or collateralized by using one of two methods. Under the Dedicated Method, all deposits exceeding the federal depository insurance coverage level are collateralized with securities held by the Board's agents in the unit’s name. Under the Pooling Method, which is a collateral pool, all uninsured deposits are collateralized with securities held by the State Treasurer's agent in the name of the State Treasurer. Since the State Treasurer is acting in a fiduciary capacity for the Board, these deposits are considered to be held by the agent in the entity’s name. The amount of the pledged collateral is based on an approved averaging method for non-interest bearing deposits and the actual current balance for interest-bearing deposits. Depositories using the Pooling Method report to the State Treasurer the adequacy of their pooled collateral covering uninsured deposits. The State Treasurer does not confirm this information with the Board or with the escrow agent. Because of the inability to measure the exact amount of collateral pledged for the Board under the Pooling Method, the potential exists for under-collateralization, and this risk may increase in periods of high cash flows. However, the State Treasurer of North Carolina enforces strict standards of financial stability for each depository that collateralizes public deposits under the Pooling Method. The Board has no policy regarding custodial credit risk for deposits. At June 30, 2025, the Board had deposits with banks and savings and loans with a carrying amount of $8,469,562 and deposits with the State Treasurer with a carrying amount of $-0-. The bank balances with the financial institutions and the State Treasurer were $18,068,378 and $1,000,003, respectively. Of these balances, $5,537,187 was covered by federal depository insurance and $13,531,194 was covered by collateral held by authorized escrow agents in the name of the State Treasurer. 2. Investments At June 30, 2025, the Board of Education had $5,827,558 invested in US Treasury Notes. The Board also had $21,894,324 invested with the North Carolina Capital Management Trust’s Cash Portfolio which carried a credit rating of AAAm by Standard and Poor’s. In addition, the Board has $2,137,686 invested with the State Treasurer in the Short Term Investment Fund (STIF). The STIF is classified in Level 2 of the fair value hierarchy and valued using prices that are either directly or indirectly observable for an asset or liability. 504 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 36 At June 30, 2025, the Board had the following investments and maturities: Valuation Measurement Less Than Investment Type Rating Method Fair Value 6 Months 6-12 Months 1-3 Years U.S. Treasuries AAA Fair Value - Level 1 5,827,558$ 1,202,426$ 1,288,400$ 3,336,732$ All investments are measured using the market approach: using prices and other relevant information generated by market transactions involving identical or comparable assets or a group of assets. Level of fair value hierarchy: Level 1: Debt securities valued using directly observable, quoted prices (unadjusted) in active markets for identical assets. Level Two: Debt securities are valued using a matrix pricing technique. Matrix pricing is used to value securities based on the securities’ relationship to benchmark quoted prices. Interest Rate Risk The Board of Education does not have a formal investment policy that limits investment maturities as a means of managing its exposure to fair value losses arising from increasing interest rates. The Department of State Treasurer Short Term Investment Fund (STIF) is unrated and has a weighted average maturity of 2.1 years as of June 30, 2025. Concentration of Credit Risk The Board places no limit on the amount the Board may invest in any one issuer. The Board does not have any investments, other than US Treasuries, that account for more than 5% of total invested funds. 3. Accounts Receivable Receivables at the district-wide level at June 30, 2025 are as follows: Due from other governments Other Total Governmental activities: General Fund 122,718$ 53,978$ 176,696$ Other governmental activities 9,539,958 108,398 9,648,356 Total governmental activities 9,662,676$ 162,376$ 9,825,052$ Business-type activities: School Food Service 294,113$ 308,289$ 602,402$ After School Program - 10,705 10,705 Total business-type activities 294,113$ 318,994$ 613,107$ 505 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 37 Due from other governments consists of the following: Governmental activities: General Fund $ 122,718 Due from Cities and County Other Special Revenue Fund 64,330 Due from State & Federal governments Capital Outlay Fund 9,475,628 Due from County Total $ 9,662,676 Business-type activities: School Food Service Fund $ 294,113 Federal grant funds 4. Capital Assets Capital asset activity for the year ended June 30, 2025 was as follows: Beginning Ending Balances Increases Decreases Balances Governmental activities: Capital assets not being depreciated: Land 64,242,660$ -$ -$ 64,242,660$ Construction in progress 68,650,586 66,974,593 8,696,923 126,928,256 Total capital assets not being depreciated 132,893,246 66,974,593 8,696,923 191,170,916 Capital assets being depreciated: Buildings and improvements 813,970,352 7,102,719 - 821,073,071 Equipment and furniture 30,618,479 1,997,088 40,165 32,575,402 Vehicles 45,253,839 2,292,369 1,058,331 46,487,877 Total capital assets being depreciated 889,842,670 11,392,176 1,098,496 900,136,350 Less accumulated depreciation for: Buildings and improvements 301,017,197 19,464,007 - 320,481,204 Equipment and furniture 27,042,995 559,126 32,690 27,569,431 Vehicles 33,347,417 2,134,849 1,052,423 34,429,843 Total accumulated depreciation 361,407,609 22,157,982 1,085,113 382,480,478 Total capital assets being depreciated, net 528,435,061 517,655,872 Governmental activity capital assets, net 661,328,307$ 708,826,788$ 506 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 38 Beginning Ending Balances Increases Decreases Balances Business-type activities: School Food Service Fund: Capital assets being depreciated: Equipment, furniture and vehicles 7,113,163$ 661,138$ 37,692$ 7,736,609$ Less accumulated depreciation for: Equipment, furniture and vehicles 5,956,856 268,895 37,692 6,188,059 School Food Service capital assets, net 1,156,307 1,548,550 Child Care Fund: Capital assets being depreciated: Equipment and furniture 110,550 - - 110,550 Less accumulated depreciation for: Equipment and furniture 110,550 - - 110,550 Child Care Fund capital assets, net - - Business-type activities capital assets, net 1,156,307$ 1,548,550$ Depreciation was charged to governmental functions as follows: Regular instructional services 19,464,007$ System-wide support services 2,134,849 Unallocated depreciation 559,126 Total 22,157,982$ 5. Construction Commitments As of June 30, 2025, the Board has various construction, renovation and repair projects in progress at several schools in the district. At year end, the Board’s commitments with contractors for the remaining portion of the contracts to complete these projects totaled approximately $20.0 million. B. Liabilities 1. Pension Plan and Other Postemployment Obligations a. Teachers’ and State Employees’ Retirement System Plan Description. The Board is a participating employer in the statewide Teachers’ and State Employees’ Retirement System (TSERS), a cost-sharing multiple-employer defined benefit pension plan administered by the State of North Carolina. TSERS membership is comprised of employees of the State (state agencies and institutions), universities, community colleges, and certain proprietary component units along with the employees of Local Education Agencies and charter schools. Article 1 of G.S. Chapter 135 assigns the authority to establish and amend benefit provisions to the North Carolina General Assembly. Management of the plan is vested in the TSERS Board of Trustees, which consists of 13 members – nine appointed by the Governor, one appointed by the state Senate, one appointed by the state House of Representatives, and the State Treasurer and State Superintendent, who serve as ex- officio members. The Teachers’ and State Employees’ Retirement System is included in the Annual 507 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 39 Comprehensive Financial Report (ACFR) for the State of North Carolina. The State’s ACFR includes financial statements and required supplementary information for TSERS. That report may be obtained by writing to the Office of the State Controller, 1410 Mail Service Center, Raleigh, North Carolina 27699- 1410, by calling (919) 981-5454, or at www.osc.nc.gov. Benefits Provided. TSERS provides retirement and survivor benefits. Retirement benefits are determined as 1.82% of the member’s average final compensation times the member’s years of creditable service. A member’s average final compensation is calculated as the average of a member’s four highest consecutive years of compensation. General employee plan members are eligible to retire with full retirement benefits at age 65 with five years of creditable service, at age 60 with 25 years of creditable service, or at any age with 30 years of creditable service. General employee plan members are eligible to retire with partial retirement benefits at age 50 with 20 years of creditable service or at age 60 with five years of creditable service. Survivor benefits are available to eligible beneficiaries of members who die while in active service or within 180 days of their last day of service and who have either completed 20 years of creditable service regardless of age or have completed five years of service and have reached age 60. Eligible beneficiaries may elect to receive a monthly Survivor’s Alternate Benefit for life or a return of the member’s contributions. The plan does not provide for automatic post- retirement benefit increases. Increases are contingent upon actuarial gains of the plan. TSERS plan members who are LEOs are eligible to retire with full retirement benefits at age 55 with five years of creditable service as an officer, or at any age with 30 years of creditable service. LEO plan members are eligible to retire with partial retirement benefits at age 50 with 15 years of creditable service as an officer. Survivor benefits are available to eligible beneficiaries of LEO members who die while in active service or within 180 days of their last day of service and who also have either completed 20 years of creditable service regardless of age, or have completed 15 years of service as a LEO and have reached age 50, or have completed five years of creditable service as a LEO and have reached age 55, or have completed 15 years of creditable service as a LEO if killed in the line of duty. Eligible beneficiaries may elect to receive a monthly Survivor’s Alternate Benefit for life or a return of the member’s contributions. Contributions. Contribution provisions are established by General Statute 135-8 and may be amended only by the North Carolina General Assembly. Board employees are required to contribute 6% of their compensation. Employer contributions are actuarially determined and set annually by the TSERS Board of Trustees. The Board’s contractually required contribution rate for the year ended June 30, 2025 was 16.79% of covered payroll, actuarially determined as an amount that, when combined with employee contributions, is expected to finance the costs of benefits earned by employees during the year. Contributions to the pension plan from the Board were $44,371,186 for the year ended June 30, 2025. Refunds of Contributions – Board employees who have terminated service as a contributing member of TSERS, may file an application for a refund of their contributions. By state law, refunds to members include 4% interest. State law requires a 60-day waiting period after service termination before the refund may be paid. The acceptance of a refund payment cancels the individual’s right to employer contributions or any other benefit provided by TSERS. At June 30, 2025, the Board reported a liability of $217,440,676 for its proportionate share of the net pension liability. The net pension liability was measured as of June 30, 2024. The total pension liability used to calculate the net pension asset was determined by an actuarial valuation as of December 31, 2023. The total pension liability was then rolled forward to the measurement date of June 30, 2024 utilizing update procedures incorporating the actuarial assumptions. The Board’s proportion of the net pension liability was based on a projection of the Board’s long-term share of future payroll covered by the pension plan, relative to the projected future payroll covered by the pension plan of all participating TSERS employers, actuarially determined. At June 30, 2024 and 2023, the Board’s proportion was 1.46754 % and 1.53309%, respectively. 508 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 40 For the year ended June 30, 2025, the Board recognized pension expense of $54,146,960. At June 30, 2025, the Board reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Outflows of Resources Deferred Inflows of Resources Differences between expected and actual experience 19,595,181$ 642,783$ Changes of assumptions - - Net difference between projected and actual earnings on pension plan investments 35,854,937 - Changes in proportion and differences between Board contributions and proportionate share of contributions 1,171,267 6,817,949 Board contributions subsequent to the measurement date 44,371,186 - Total 100,992,571$ 7,460,732$ $44,371,186 reported as deferred outflows of resources related to pensions resulting from Board contributions subsequent to the measurement date will be recognized as a decrease of the net pension liability in the year ended June 30, 2026. Other amounts reported as deferred outflows of resources related to pensions will be recognized in pension expense as follows: Year ended June 30: 2026 14,170,579$ 2027 39,755,369 2028 (927,280) 2029 (3,838,015) 2030 - Thereafter - Total 49,160,653$ Actuarial Assumptions. The total pension liability in the December 31, 2023 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.50 percent Salary increases 3.25 to 8.05 percent, including inflation and productivity factor Investment rate of return 6.50 percent, net of pension plan investment expense, including inflation The plan currently uses mortality tables that vary by age, gender, employee group (i.e. general, law enforcement officer) and health status (i.e. disabled and healthy). The current mortality rates are based on published tables and based on studies that cover significant portions of the U.S. population. The healthy mortality rates also contain a provision to reflect future mortality improvements. The actuarial assumptions used in the December 31, 2023 valuation were based on the results of an actuarial experience study prepared as of December 31, 2019 and adopted by the Board of Trustees on January 28, 2021. 509 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 41 Future ad hoc COLA amounts are not considered to be substantively automatic and are therefore not included in the measurement. The projected long-term investment returns and inflation assumptions are developed through review of current and historical capital markets data, sell-side investment research, consultant whitepapers, and historical performance of investment strategies. Fixed income return projections reflect current yields across the U.S. Treasury yield curve and market expectations of forward yields projected and interpolated for multiple tenors and over multiple year horizons. Global public equity return projections are established through analysis of the equity risk premium and the fixed income return projections. Other asset categories and strategies’ return projections reflect the foregoing and historical data analysis. These projections are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target allocation and best estimates of arithmetic real rates of return for each major asset class as of June 30, 2024 are summarized in the following table: Asset Class Target Allocation Long-Term Expected Real Rate of Return Fixed Income 33.0% 0.9% Global Equity 38.0% 6.5% Real Estate 8.0% 5.9% Alternatives 8.0% 8.2% Credit 7.0% 5.0% Inflation Protection 6.0% 2.7% Total 100% The information above is based on 30-year expectations developed with the consulting actuary for the 2022 asset liability and investment policy study for the North Carolina Retirement Systems, including TSERS. The long-term nominal rates of return underlying the real rates of return are arithmetic annualized figures. The real rates of return are calculated from nominal rates by multiplicatively subtracting a long-term inflation assumption of 3.00%. All rates of return and inflation are annualized. Discount rate. The discount rates used to measure the total pension liability reported at June 30, 2025 and 2024 was 6.50% for both years. The projection of cash flows used to determine the discount rate assumed that contributions from plan members will be made at the current contribution rate and that contributions from employers will be made at statutorily required rates, actuarially determined. Based on these assumptions, the pension plan’s fiduciary net position was projected to be available to make all projected future benefit payments of the current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. Sensitivity of the Board’s proportionate share of the net pension liability to changes in the discount rate. The following presents the Board’s proportionate share of the net pension liability calculated using the discount rate of 6.50 percent, as well as what the Board’s proportionate share of the net pension asset or net pension liability would be if it were calculated using a discount rate that is 1-percentage-point lower (5.50 percent) or 1-percentage-point higher (7.50 percent) than the current rate: 1% Decrease (5.50%) Discount Rate (6.50%) 1% Increase (7.50%) Board's proportionate share of the net pension liability 398,870,811$ $ 217,440,676 67,824,944$ Pension plan fiduciary net position. Detailed information about the pension plan’s fiduciary net position is available in the separately issued Annual Comprehensive Financial Report (ACFR) for the State of North Carolina. 510 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 42 b. Other Postemployment Benefits 1. Healthcare Benefits Plan description. The Retiree Health Benefit Fund (RHBF) has been established as a fund to provide health benefits to retired and disabled employees and their applicable beneficiaries. RHBF is established in Chapter 135, Article 1 of the General Statutes. It is a cost-sharing, multiple-employer, defined benefit healthcare plan, exclusively for the benefit of former employees of the State, the University of North Carolina System, and community colleges. In addition, LEAs, charter schools, and some select local governments also participate. Management of the plan is vested in the State Health Plan Board of Trustees, which consists of 13 members – eight appointed by the Governor, one appointed by the State Senate, one appointed by the State House of Representatives, and the State Treasurer the State Superintendent and the Director of the Office of State Human Resources who serve as ex-officio members. RHBF is supported by a percent of payroll contribution from participating employing units. Each year the percentage is set in legislation, as are the maximum per retiree contributions from RHBF to the State Health Plan. The State Treasurer, with the approval of the State Health Plan Board of Trustees, then sets the employer contributions (subject to the legislative cap) and the premiums to be paid by retirees, as well as the health benefits to be provided through the State Health Plan. The financial statements and other required disclosures for the plan are presented in the State of North Carolina’s ACFR, which can be found at https://www.osc.nc.gov/public-information/reports. Benefits provided. Plan benefits received by retired employees and disabled employees from RHBF are OPEB. The healthcare benefits for retired and disabled employees who are not eligible for Medicare are the same as for active employees. The plan options change when former employees become eligible for Medicare. Medicare retirees have the option of selecting one of two fully-insured Medicare Advantage/Prescription Drug Plan (MA-PDP) options of the self-funded Traditional 70/30 preferred Provider Organization plan option that is also offered to non-Medicare members. If the Traditional 70/30 Plan is selected by a Medicare retiree, the self-funded State Health Plan coverage is secondary to Medicare. Those former employees who are eligible to receive medical benefits from RHBF are long-term disability beneficiaries of the Disability Income Plan of North Carolina (DIPNC) and retirees of the TSERS, the Consolidated Judicial Retirement System (CJRS), the Legislative Retirement System (LRS), the University Employees’ Optional Retirement Program (ORP), and a small number of local governments, with five or more years of contributory membership service in their retirement system prior to disability or retirement, with the following exceptions: for employees first hired on or after October 1, 2006, and members of the General Assembly first taking office on or after February 1, 2007, future coverage as retired employees and retired members of the General Assembly is subject to the requirement that the future retiree have 20 or more years of retirement service credit in order to receive coverage on a noncontributory basis. Employees first hired on or after October 1, 2006 and members of the General Assembly first taking office on or after February 1, 2007 with 10 but less than 20 years of retirement service credit are eligible for coverage on a partially contributory basis. For such future retirees, the State will pay 50% of the State Health Plan’s noncontributory premium. Section 35.21 (c) and (d) of Session Law 2017-57 repeals retiree medical benefits for employees first hired January 1, 2021. The new legislation amends Article 3B of Chapter 135 of the General Statutes to require that retirees must earn contributory retirement service in TSERS (or in an allowed local system unit), CJRS, or LRS prior to January 1, 2021, and not withdraw that service, in order to be eligible for retiree medical benefits under the amended law. Consequently, members first hired on and after January 1, 2021 will not be eligible to receive retiree medical benefits. 511 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 43 RHBF’s benefit and contribution provisions are established by Chapter 135, Article 1 and Chapter 135, Article 3B of the General Statutes and may be amended only by the North Carolina General Assembly. RHBF does not provide for automatic post-retirement benefit increases. Contributions. By General Statute, accumulated contributions from employers to RHBF and any earnings on those contributions shall be used to provide health benefits to retired and disabled employees and their applicable beneficiaries. By statute, contributions to RHBF are irrevocable. Also, by law, fund assets are dedicated to providing benefits to retired and disabled employees and their applicable beneficiaries and are not subject to the claims of creditors of the employers making contributions to RHBF. However, RHBF assets may be used for reasonable expenses to administer the RHBF, including costs to conduct required actuarial valuations of state—supported retired employees’ health benefits. Contribution rates to RHBF, which are intended to finance benefits and administrative expenses on a pay- as-you-go basis are determined by the General Assembly in the Appropriations Bill. For the year ended June 30, 2025, the Board contributed 6.99% of covered payroll, which amounted to $18,472,578 for the entire fiscal year. During the current fiscal year, the plan also recognized a one-time transfer of excess funding from the Public Employees Health Benefits Fund totaling $10.3 million, which was isolated from the OPEB expense and allocated to participating employers as a separate revenue item. The Board’s proportionate share of this allocation totaled $129,668. At June 30, 2025, the Board reported a liability of $426,208,809 for its proportionate share of the net RHBF OPEB liability. The net OPEB liability was measured as of June 30, 2024, and the total OPEB liability used to calculate the net OPEB liability was determined by an actuarial valuation as of December 31, 2023. The total OPEB liability was then rolled forward to the measurement date of June 30, 2024 utilizing update procedures incorporating the actuarial assumptions. The Board’s proportion of the net OPEB liability was based on a projection of the Board’s present value of future salary, actuarially determined. At June 30, 2024 and 2023, the Board’s proportion was 1.25309% and 1.29846%, respectively. $18,472,578 reported as deferred outflows of resources related to OPEB resulting from Board contributions subsequent to the measurement date will be recognized as a decrease of the net OPEB liability in the year ending June 30, 2026. Other amounts reported as deferred inflows of resources related to OPEB will be recognized in OPEB expense as follows: Year ended June 30: 2026 (10,170,564)$ 2027 1,566,832 2028 21,559,691 2029 17,266,810 2030 - Thereafter - Total 30,222,769$ 512 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 44 Actuarial assumptions. Common actuarial assumptions for both OPEB plans follow individual note disclosures for each OPEB plan. Inflation 2.50% Salary increases Investment rate of return Healthcare cost trend rates: Medical 5.00-6.50% Prescription drug 5.00-10.00% Administrative costs 3.00% Post-retirement mortality rates Pub-2010 Healthy Annuitant Mortality Table for males and females, adjusted for classification for some Participants, further adjusted with scaling factors varying by participant group, and projected for mortality improvement using Scale MP-2019 6.50% 3.25-8.05%, include 3.25% inflation and productivity factor Discount rate. The discount rates used to measure the total OPEB liability for the RHBF at June 30, 2025 and 2024 were 3.93% and 3.65%, respectively. The projection of cash flow used to determine the discount rate assumed that contributions from employers would be made at the current statutorily determined contribution rate. Based on the above assumptions, the plan’s fiduciary net position was not projected to be available to make projected future benefit payments of current plan members. As a result, a municipal bond rate of 3.93% was used as the discount rate used to measure the total OPEB liability. The 3.93% rate is based on the Bond Buyer 20-year General Obligation Index as of June 30, 2024. Sensitivity of the Board’s proportionate share of the net OPEB liability to changes in the discount rate. The following presents the Board’s proportionate share of the net OPEB liability, as well as what the District’s proportionate share of the net OPEB liability would be if it were calculated using a discount rate that is 1-percentage point lower (2.93 percent) or 1-percentage point higher (4.93 percent) than the current discount rate: 1% Decrease Discount Rate 1% Increase (2.93%) (3.93%) (4.93%) Net OPEB liability 507,078,178$ 426,208,809$ 361,277,773$ Sensitivity of the Board’s proportionate share of the net OPEB liability to changes in the healthcare trend rates. The following presents the Board’s proportionate share of the net OPEB liability, as well as what the District’s proportionate share of the net OPEB liability would be if it were calculated using healthcare trend rates that are 1-percentage-point lower or 1-percentage point higher than the current healthcare trend rates: 1% Decrease (Medical - 4.00-5.50%, Pharmacy - 4.00-9.00%, Medicare Advantage - 4.00%, Administrative - 2.00%) Healthcare Trend Rates (Medical - 5.00-6.50%, Pharmacy - 5.00-10.00%, Medicare Advantage - 5.00%, Administrative - 3.00%) 1% increase (Medical -6.00- 7.50%, Pharmacy - 6.00- 11.00%, Medicare Advantage - 6.00%, Administrative - 4.00%) Net OPEB liability $ 351,804,771 426,208,809$ 522,547,544$ OPEB plan fiduciary net position. Detailed information about the OPEB plan’s fiduciary net position is available in the separately issued ACFR for the State of North Carolina. 513 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 45 2. Disability Benefits Plan description. Short-term and long-term disability benefits are provided through the Disability Income Plan of North Carolina (DIPNC), a cost-sharing, multiple-employer defined benefit plan, to the eligible members of TSERS which includes employees of the State, the University of North Carolina System, community colleges, certain Local Education Agencies, and ORP. Management of the plan is vested in the State Health Plan Board of Trustees, which consists of 13 members – eight appointed by the Governor, one appointed by the State Senate, one appointed by the State House of Representatives, and the State Treasurer the State Superintendent and the Director of the Office of State Human Resources who serve as ex-officio members. Management of the plan is vested in the State Health Plan Board of Trustees, which consists of 13 members – eight appointed by the Governor, one appointed by the State Senate, one appointed by the State House of Representatives, and the State Treasurer the State Superintendent and the Director of the Office of State Human Resources who serve as ex-officio members. The financial statements and other required disclosures for the plan are presented in the State of North Carolina’s ACFR, which can be found at https://www.osc.nc.gov/public-information/reports. Benefits Provided. Long-term disability benefits are payable as an OPEB from DIPNC after the conclusion of the short-term disability period or after salary continuation payments cease, whichever is later, for as long as an employee is disabled. An employee is eligible to receive long-term disability benefits provide the following requirements are met: (1) the employee has five or more years of contributing membership service in TSERS or ORP, earned within 96 months prior to the end of the short- term disability period or cessation of salary continuation payments, whichever is later; (2) the employee must make application to receive long-term benefits within 180 days after the conclusion of the short-term disability period or after salary continuation payments cease or after monthly payments for Workers’ Compensation cease (excluding monthly payments for permanent partial benefits), whichever is later; (3) the employee must be certified by the Medical Board to be mentally or physically disabled for the further performance of his/her usual occupation; (4) the disability must have been continuous, likely to be permanent, and incurred at the time of active employment; (5) the employee must not be eligible to receive an unreduced retirement benefit from TSERS after (1) reaching the age of 65 and completing 5 years of membership service, or (2) reaching the age of 60 and completing 25 years of creditable service, or (3) completing 30 years of service at any age. Contributions. Benefit and contribution provisions are established by Chapter 135, Article 6, of the General Statutes and may be amended only by the North Carolina General Assembly. The plan does not provide for automatic post-retirement benefit increases. Disability income benefits are funded by actuarially determined employer contributions that are established in the Appropriations Bill by the General Assembly and coincide with the State fiscal year. For the fiscal year ended June 30, 2025, employers made a statutory contribution of 0.13% of covered payroll which was equal to the actuarially required contribution. Board contributions to the plan were $343,553 for the year ended June 30, 2025. The contributions cannot be separated between the amounts that relate to other postemployment benefits and employment benefits for active employees. Those individuals who are receiving extended short-term disability benefit payments cannot be separated from the number of members currently eligible to receive disability benefits as an other postemployment benefit. At June 30, 2025, the Board reported an asset of $417,054 for its proportionate share of the net DIPNC OPEB asset. The net OPEB asset was measured as of June 30, 2024, and the total OPEB liability used to calculate the net OPEB asset was determined by an actuarial valuation as of December 31, 2023. The total OPEB liability was then rolled forward to the measurement date of June 30, 2024 utilizing update procedures incorporating the actuarial assumptions. The Board’s proportion of the net OPEB asset was based on a projection of the Board’s present value of future salary, actuarially determined. At June 30, 2024 and 2023, the Board’s proportion was 1.2664% and 1.32939 %, respectively. 514 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 46 $343,553 reported as deferred outflows of resources related to OPEB resulting from Board contributions subsequent to the measurement date will be recognized as an increase of the net OPEB asset in the year ending June 30, 2026. Other amounts reported as deferred outflows of resources related to OPEB will be recognized in OPEB expense as follows: Year ended June 30: 2026 (168,032)$ 2027 (113,460) 2028 54,701 2029 34,365 2030 25,371 Thereafter - Total (167,055)$ Actuarial assumptions. Common actuarial assumptions for both OPEB plans follow individual note disclosures for each OPEB plan. Inflation 2.50% Salary increases 3.25%-8.05%, include 3.25% inflation and productivity factor Investment rate of return 3.00%, net of OPEB plan expense, including inflation Sensitivity of the Board’s proportionate share of the net OPEB asset to changes in the discount rate. The following presents the Board’s proportionate share of the net OPEB asset, as well as what the District’s proportionate share of the net OPEB asset would be if it were calculated using a discount rate that is 1- percentage point lower (2.00 percent) or 1-percentage point higher (4.00 percent) than the current discount rate: 1% Decrease Discount Rate 1% Increase (2.00%) (3.00%) (4.00%) Net OPEB asset (371,873)$ (417,054)$ (464,540)$ Common actuarial assumptions for both OPEB plans. The total OPEB liability was determined by an actuarial valuation performed as of December 31, 2023 using the following actuarial assumptions, applied to all periods in the measurement, unless otherwise specified. The total OPEB liability was calculated through the use of update procedures to roll forward from the actuarial valuation date to the measurement date of June 30, 2024. The update procedures incorporated the actuarial assumptions used in the valuation. The entry age normal cost method was utilized. The plan currently uses mortality tables that vary by age, gender, employee group (i.e. teacher, general, law enforcement officer), and health status (i.e. disabled and healthy). The current mortality rates are based on published tables and based on studies that cover significant portions of the U.S. population. The mortality rates also contain a provision to reflect future mortality improvements. The actuarial assumptions were based on the results of an actuarial experience review for the period January 1, 2015 through December 31, 2019. DIPNC is primarily invested in the Bond Index Investment Pool as of June 30, 2024. The long-term expected rate of return was determined based on the combination of expected future real rates of return and expected inflation. The long-term expected real rate of return for the Bond Index Investment Pool as of June 30, 2024 is 1.2%. Following is information related to OPEB expense, proportionate share, assets, liabilities, deferred outflows of resources and deferred inflows of resources reported by the Board as of and for the year ended June 30, 2025: 515 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 47 RHBF DIPNC Total OPEB Expense (Benefit) 3,099,859$ 218,813$ 3,318,672$ OPEB Liability (Asset) 426,208,809 (417,054) 425,791,755 Proportionate share of the net OPEB liability (asset) 1.25309% 1.26664% Deferred Outflows of Resources Differences between expected and actual experience 3,473,851 168,134 3,641,985 Changes of assumptions 102,648,485 6,219 102,654,704 Net difference between projected and actual earnings on plan investments 1,826,374 327,414 2,153,788 Changes in proportion and differences between Board contributions and proportionate share of contributions 5,973,660 39,666 6,013,326 Board contributions subsequent to the measurement date 18,472,578 343,553 18,816,131 Total Deferred Outflows of Resources 132,394,948 884,986 133,279,934 Deferred Inflows of Resources Differences between Expected and actual experience - 479,702 479,702 Changes of assumptions 55,568,927 194,303 55,763,230 Net difference between projected and actual earnings on plan investments - - - Changes in proportion and differences between Board contributions and proportionate share of contributions 28,130,674 34,483 28,165,157 Total Deferred Inflows of Resources 83,699,601 708,488 84,408,089 2. Accounts Payable Accounts payable as of June 30, 2025 are as follows: Vendors Governmental activities: General Fund 2,028,993$ Other Governmental 11,582,733 Total governmental activities 13,611,726$ Business-type activities: School Food Service Fund 201,459$ Child Care Fund 4,436 Total business-type activities 205,895$ 516 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 48 3. Unearned Revenues The balances in unearned revenues at year-end have no time restrictions and are composed of the following elements: Unearnd Revenues Governmental Activities: Grants not yet earned (Other Special Revenue Fund) 767,638$ Business-Type Activities: Prepaid lunch balances (School Food Service Fund) 351,008$ Prepaid summer camp (After School Program Fund) 38,059 Total 389,067$ 4. Deferred Outflows and Inflows of Resources The balances in deferred outflows and inflows of resources at year-end is composed of the following: Deferred Outflows of Resources Deferred Inflows of Resources Differences between expected and actual experience 23,237,166$ 1,122,485$ Changes of assumptions 102,654,704 55,763,230 Net difference between projected and actual earnings on pension plan investments 38,008,725 - Changes in proportion and differences between Board contributions and proportionate share of contributions 7,184,593 34,983,106 Board contributions subsequent to the measurement date 63,187,317 - Total 234,272,505$ 91,868,821$ 5. Risk Management The Board is exposed to various risks of losses related to torts; theft of, damage to, and destruction of assets; error and omissions; injuries to employees; and natural disasters. The Board maintains general liability and error and omissions coverage of $1 million per claim with $2 million aggregate limit through commercial insurers. The Board also participates in the Public School Insurance Fund (the Fund), a voluntary, self-insured risk control and risk financing fund administered by the North Carolina Department of Insurance. The Fund insures the tangible property assets of the Board. Coverage is provided on an “all risk” perils contract. Buildings and contents are insured on a replacement cost basis. The Fund purchases excel reinsurance to protect the assets of the Fund in the event of a catastrophic event. The Fund maintains a self-insured retention of $10 million. Excess reinsurance is purchased through commercial insurers. A limit of $5 million per occurrence is provided on flood, earthquake, business interruption and extra expense. $10 million per occurrence is provided on increased cost of construction. The Board also participates in the Teachers’ and State Employees’ Comprehensive Major Medical Plan, a self-funded risk financing pool of the State administered by Blue Cross and Blue Shield of North Carolina through December 31, 2024 and Aetna thereafter. Through the Plan, permanent full-time employees of 517 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 49 the Board are eligible to receive health care benefits. The Board pays the majority of the cost of coverage for employees enrolled in the Comprehensive Major Medical Plan. Statutory workers’ compensation coverage is provided by The Board through a self-insured fund for employees to the extent they are paid from Federal and local funds. Workers’ compensation is provided by the State of North Carolina through a self-insured fund, to the extent employees are paid from State fund. Excess reinsurance is purchased through commercial insurers with a limit of $350,000 per occurrence. In accordance with G.S. 115C-442, the Board’s employees who have custody of the Board’s monies at any given time are performance bonded through a commercial surety bond. The finance officer is bonded for $150,000. The remaining employees that have access to funds are bonded under a blanket bond for $100,000. The Board carries commercial coverage for all other risks of loss. There have been no significant reductions in insurance coverage in the prior year, and claims have not exceeded coverage in any of the past three fiscal years. 6. Contingent Liabilities At June 30, 2025, the Board was a defendant to various lawsuits and legal claims. In the opinion of the Board’s management and the Board’s attorney, the ultimate effect of these legal matters will not have a material adverse effect on the Board’s financial position. 7. Long-Term Obligations a. Installment Purchases The Board is authorized to finance the purchase of school buses under G.S. 115C-528(a). Session law 2003-284, section 7.25 authorized the State Board of Education to allot monies for the payments on financing contracts entered into pursuant to G.S. 115C-528. The State has accepted the bid to purchase Thomas Built Buses through a special third party financing arrangements. The Board entered into such financing contracts for the purchase of school buses during the 2023-2024 and 2024-2025 fiscal years. The original amount of the Board’s school bus direct placement installment purchase contracts outstanding at June 30, 2025 totaled $3,457,670. The financing contract requires four principal-only payments with the first payment due within 10 days of receipt of the buses and the following 3 payments due on the next 3 immediately following November 15th dates. The Board also entered into two direct placement installment purchase contracts for computers, the first contract had an original purchase amount totaling $14,110,391. The financing contract requires quarterly principal and interest payments for 5 years with an interest rate of 3.79%. The second contract had an original purchase amount totaling $3,819,382. The financing contract requires annual principal and interest payments for 5 years with an interest rate of 4.10%. The future minimum payments of the direct placement installment purchases as of June 30, 2025 are as follows: 518 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 50 Year Ending June 30, Principal Interest 2026 $ 4,560,175 $ 413,991 2027 4,100,954 289,965 2028 3,271,543 152,887 2029 791,307 66,217 2030 823,751 33,774 Total $ 13,547,730 $ 956,834 Governmental Activities b. Long-Term Obligation Activity The following is a summary of changes in the Board’s long-term obligations for the fiscal year ended June 30, 2025: July 1, 2024 Current (As restated)Increases Decreases June 30, 2025 Portion Governmental activities: Installment purchases 13,074,590$ 4,944,060$ 4,470,920$ 13,547,730$ 4,560,175$ Net pension liability 248,611,051 - 37,296,766 211,314,285 - Net OPEB liability 336,892,461 77,307,914 - 414,200,375 - Compensated absences 91,787,613 - 1,838,952 89,948,661 26,984,598 Total 690,365,715$ 82,251,974$ 43,606,638$ 729,011,051$ 31,544,773$ Business-type activities: Net pension liability 6,985,453$ -$ 859,062$ 6,126,391$ -$ Net OPEB liability 9,465,977 2,542,457 - 12,008,434 - Compensated absences 2,570,335 - 206,912 2,363,423 709,027 Total 19,021,765$ 2,542,457$ 1,065,974$ 20,498,248$ 709,027$ Compensated absences, net pension and net OPEB liabilities related to governmental activities are typically liquidated by the General and other governmental funds. Installment purchases are typically liquidated by the Capital Outlay Fund. C. Interfund Balances and Activity 1. Transfers to/from other Funds Transfers to/from other funds at June 30, 2025 consist of the following: Amount From the State Public School Fund to the School Food Service Fund for personnel costs. $ 62,495 519 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 51 D. Net Position/Fund Balance 1. Net Investment in Capital Assets – Governmental Activities Net investment in capital assets presented in Exhibit 1 is calculated as follows: Total governmental activities capital assets 708,826,788$ Less: Installment purchase obligations for school buses (1,145,586) Accounts payable Capital Outlay (11,405,119) Net investment in capital assets, governmental activities 696,276,083$ 2. Fund Balance The following schedule provides management and citizens with information on the portion of General fund balance that is available for appropriation. Total fund balance - General Fund 8,273,548$ Less: Stabilization by State statute (439,812) Remaining fund balance 7,833,736$ Encumbrances are amounts needed to pay any commitments related to purchase orders and contracts that remain unperformed at year-end. Encumbrances outstanding at June 30, 2025 are as follows: Encumbrances General Fund 263,116$ Restricted Revenue Fund 34,683 NOTE 3 – OTHER SPECIAL REVENUE FUND – OTHER REVENUES Other revenues for the fiscal year ended June 30, 2025 in the Other Special Revenue Fund consists of the following: Tuition and fees 1,919,862$ Medicaid reimbursements 3,098,125 Indirect costs allocated 800,065 Local sales tax refund 758,085 Private grants and donations 185,289 Facility rentals 250,233 Contributions and donations 145,659 Investment income 966,140 Insurance proceeds 131,099 Other reimbursements 2,146,676 Miscellaneous 993,762 Total other revenues 11,394,995$ 520 UNION COUNTY BOARD OF EDUCATION NOTES TO THE BASIC FINANCIAL STATEMENTS For the Fiscal Year Ended June 30, 2025 52 NOTE 4 - SUMMARY DISCLOSURE OF SIGNIFICANT CONTINGENCIES Federal and State Assisted Programs The Board has received proceeds from several federal and State grants. Periodic audits of these grants are required and certain costs may be questioned as not being appropriate expenditures under the grant agreements. Such audits could result in the refund of grant moneys to the grantor agencies. Management believes that any required refunds will be immaterial. No provision has been made in the accompanying financial statements for the refund of grant moneys. NOTE 5 – ACCOUNTING CHANGES Change in Accounting Principle Effective July 1, 2024, the Board implemented accounting and financial reporting requirements of GASB Statement 101, Compensated Absences. The statement requires that governments recognize liabilities for sick leave that is attributable to services the employee has rendered, that accumulates and is more likely than not to be used. See the table below for the effects on Board’s net position as a result of the adoption of this statement. Adjustments to and Restatements of Beginning Balances During the fiscal year ended June 30, 2025, implementation of GASB Statement 101 resulted in restatements of beginning net position and fund net position, as follows: School Food Child Governmental Business-Type Service Care Activities Activities (3,611,698)$ (215,594)$ 159,022,475$ (3,827,292)$ Change in accounting principle (1,661,055) (126,944) (70,121,500) (1,942,722) (5,272,753)$ (342,538)$ 88,900,975$ (5,770,014)$ Government-WideProprietary Fund Reporting Units Affected by Restatements of Beginning Balances June 30, 2024 net position (deficit), as previously reported June 30, 2024 net position (deficit), as restated NOTE 6 – SUBSEQUENT EVENTS The Board has evaluated subsequent events through December 17, 2025 (the issuance date of the financial statements) and has determined that there were no subsequent events to recognize or disclose in these financial statements. 521 REQUIRED SUPPLEMENTARY INFORMATION Schedule of the Board's Proportionate Share of the Net Pension Liability Teachers' and State Employees' Retirement System Schedule of Board Contributions Teachers' and State Employees' Retirement System Schedule of the Board's Proportionate Share of the Net OPEB Liability Retiree Health Benefit Fund Schedule of Board Contributions Retiree Health Benefit Fund Schedule of the Board's Proportionate Share of the Net OPEB Liability (Asset) Disability Income Plan of North Carolina Schedule of Board Contributions Disability Income Plan of North Carolina 522 UNION COUNTY BOARD OF EDUCATION SCHEDULE OF THE BOARD'S PROPORTIONATE SHARE OF THE NET PENSION LIABILITY TEACHERS' AND STATE EMPLOYEES' RETIREMENT SYSTEM 2025 2024 2023 2022 2021 Board's proportion of the net pension liability (asset) 1.46754%1.53309%1.53159%1.46562%1.58662% Board's proportionate share of the net pension liability (asset)217,440,676$ 255,596,504$ 227,322,233$ 68,629,137$ 191,695,381$ Board's covered payroll 258,201,847$ 248,586,771$ 239,723,906$ 222,905,839$ 230,000,188$ Board's proportionate share of the net pension liability (asset) as a percentage of its covered payroll 84.21%102.82%94.83%30.79%83.35% Plan fiduciary net position as a percentage of the total pension liability 85.35%82.97%84.14%94.86%89.51% 2020 2019 2018 2017 2016 Board's proportion of the net pension liability (asset) 1.58218%1.55636%1.59601%1.58302%1.57303% Board's proportionate share of the net pension liability (asset)164,023,920$ 154,952,587$ 126,634,472$ 145,495,891$ 57,969,270$ Board's covered payroll 230,661,877$ 214,696,602$ 209,780,447$ 205,208,988$ 203,706,430$ Board's proportionate share of the net pension liability (asset) as a percentage of its covered payroll 71.11%72.17%60.37%70.90%28.46% Plan fiduciary net position as a percentage of the total pension liability 87.56%87.61%89.51%87.32%94.64% * The amounts presented for each fiscal year were determined as of the prior fiscal year ending June 30. SCHEDULE OF REQUIRED SUPPLEMENTARY INFORMATION LAST TEN FISCAL YEARS*53523 UNION COUNTY BOARD OF EDUCATION SCHEDULE OF BOARD CONTRIBUTIONS TEACHERS' AND STATE EMPLOYEES' RETIREMENT SYSTEM 2025 2024 2023 2022 2021 Contractually required contribution 44,371,186$ 45,521,181$ 43,204,381$ 39,266,776$ 32,927,904$ Contributions in relation to the contractually required contribution 44,371,186 45,521,181 43,204,381 39,266,776 32,927,904 Contribution deficiency (excess)-$ -$ -$ -$ -$ Board's covered payroll 264,271,424$ 258,201,847$ 248,586,771$ 239,723,906$ 222,905,839$ Contributions as a percentage of covered payroll 16.79%17.63%17.38%16.38%14.87% 2020 2019 2018 2017 2016 Contractually required contribution 30,022,566$ 28,348,345$ 23,144,294$ 20,936,089$ 18,776,622$ Contributions in relation to the contractually required contribution 30,022,566 28,348,345 23,144,294 20,936,089 18,776,622 Contribution deficiency (excess)-$ -$ -$ -$ -$ Board's covered payroll 230,000,188$ 230,661,877$ 214,696,602$ 209,780,447$ 205,208,988$ Contributions as a percentage of covered payroll 12.97%12.29%10.78%9.98%9.15% LAST TEN FISCAL YEARS SCHEDULE OF REQUIRED SUPPLEMENTARY INFORMATION 54524 UNION COUNTY BOARD OF EDUCATION SCHEDULE OF THE BOARD'S PROPORTIONATE SHARE OF THE NET OPEB LIABILITY RETIREE HEALTH BENEFIT FUND 2025 2024 2023 2022 2021 Board's proportion of the net OPEB liability/asset 1.25309%1.29846%1.31741%1.27629%1.37306% Board's proportionate share of the net OPEB liability (asset)426,208,809$ 346,004,873$ 312,844,184$ 394,572,560$ 380,897,241$ Board's covered payroll 258,201,847$ 248,586,771$ 239,723,906$ 222,905,839$ 230,000,188$ Board's proportionate share of the net OPEB liability/asset as a percentage of its covered payroll 165.07%139.19%130.50%177.01%165.61% Plan fiduciary net position as a percentage of the total OPEB liability/asset 9.79%10.73%10.58%7.72%6.92% 2020 2019 2018 2017 Board's proportion of the net OPEB liability/asset 1.37258%1.27629%1.45493%1.39123% Board's proportionate share of the net OPEB liability (asset)434,277,197$ 394,819,992$ 477,021,010$ 605,230,565$ Board's covered payroll 230,661,877$ 214,696,602$ 209,780,447$ 205,208,988$ Board's proportionate share of the net OPEB liability/asset as a percentage of its covered payroll 188.27%183.90%227.39%294.93% Plan fiduciary net position as a percentage of the total OPEB liability/asset 4.40%4.40%3.52%2.41% * The amounts presented for each fiscal year were determined as of the prior fiscal year ending June 30.55SCHEDULE OF REQUIRED SUPPLEMENTARY INFORMATION LAST NINE FISCAL YEARS* Note: This is a ten year schedule. However, GASB 75 was not adopted until the fiscal year ended June 30, 2018. Therefore, there are only nine years of data presented. 525 UNION COUNTY BOARD OF EDUCATION RETIREE HEALTH BENEFIT FUND 2025 2024 2023 2022 2021 Contractually required contribution 18,472,578$ 18,435,691$ 17,127,629$ 15,078,634$ 14,882,165$ Contributions in relation to the contractually required contribution 18,472,578 18,435,691 17,127,629 15,078,634 14,882,165 Contribution deficiency (excess)-$ -$ -$ -$ -$ Board's covered payroll 264,271,424$ 258,201,847$ 248,586,771$ 239,723,906$ 222,905,839$ Contributions as a percentage of covered payroll 6.99%7.14%6.89%6.29%6.68% 2020 2019 2018 2017 2016 Contractually required contribution 14,976,562$ 14,462,500$ 12,989,144$ 12,165,615$ 11,436,286$ Contributions in relation to the contractually required contribution 14,976,562 14,462,500 12,989,144 12,165,615 11,436,286 Contribution deficiency (excess)-$ -$ -$ -$ -$ Board's covered payroll 230,000,188$ 230,661,877$ 214,696,602$ 209,780,447$ 205,208,988$ Contributions as a percentage of covered payroll 6.47%6.27%6.05%5.81%5.60%56SCHEDULE OF BOARD CONTRIBUTIONS LAST TEN FISCAL YEARS SCHEDULE OF REQUIRED SUPPLEMENTARY INFORMATION 526 UNION COUNTY BOARD OF EDUCATION SCHEDULE OF THE BOARD'S PROPORTIONATE SHARE OF THE NET OPEB LIABILITY (ASSET) DISABILITY INCOME PLAN OF NORTH CAROLINA 2025 2024 2023 2022 2021 Board's proportion of the net OPEB liability/asset 1.26664%1.32939%1.33101%1.28889%1.38670% Board's proportionate share of the net OPEB liability (asset)(417,054)$ 353,565$ 395,949$ (210,527)$ (682,173)$ Board's covered payroll 258,201,847$ 248,586,771$ 239,723,906$ 222,905,839$ 230,000,188$ Board's proportionate share of the net OPEB liability/asset as a percentage of its covered payroll -0.16%0.14%0.17%0.09%0.30% Plan fiduciary net position as a percentage of the total OPEB liability/asset 114.99%90.61%90.34%105.18%115.57% 2020 2019 2018 2017 Board's proportion of the net OPEB liability/asset 1.39364%1.37598%1.40907%1.41358% Board's proportionate share of the net OPEB liability (asset)(601,356)$ (417,968)$ (861,224)$ (877,833)$ Board's covered payroll 230,661,877$ 214,696,602$ 209,780,447$ 205,208,988$ Board's proportionate share of the net OPEB liability/asset as a percentage of its covered payroll 0.26%0.19%0.41%0.43% Plan fiduciary net position as a percentage of the total OPEB liability/asset 113.00%108.47%116.23%116.06% * The amounts presented for each fiscal year were determined as of the prior fiscal year ending June 30.57SCHEDULE OF REQUIRED SUPPLEMENTARY INFORMATION LAST NINE FISCAL YEARS* Note: This is a ten year schedule. However, GASB 75 was not adopted until the fiscal year ended June 30, 2018. Therefore, there are only nine years of data presented. 527 UNION COUNTY BOARD OF EDUCATION DISABILITY INCOME PLAN OF NORTH CAROLINA 2025 2024 2023 2022 2021 Contractually required contribution 343,553$ 284,023$ 248,587$ 215,752$ 200,508$ Contributions in relation to the contractually required contribution 343,553 284,023 248,587 215,752 200,508 Contribution deficiency (excess)-$ -$ -$ -$ -$ Board's covered payroll 264,271,424$ 258,201,847$ 248,586,771$ 239,723,906$ 222,905,839$ Contributions as a percentage of covered payroll 0.13%0.11%0.10%0.09%0.09% 2020 2019 2018 2017 2016 Contractually required contribution 230,000$ 322,927$ 300,575$ 795,686$ 837,300$ Contributions in relation to the contractually required contribution 230,000 322,927 300,575 795,686 837,300 Contribution deficiency (excess)-$ -$ -$ -$ -$ Board's covered payroll 230,000,188$ 230,661,877$ 214,696,602$ 209,780,447$ 205,208,988$ Contributions as a percentage of covered payroll 0.10%0.14%0.14%0.38%0.41%58SCHEDULE OF BOARD CONTRIBUTIONS LAST TEN FISCAL YEARS SCHEDULE OF REQUIRED SUPPLEMENTARY INFORMATION 528 Supplementary Information General Fund 529 GENERAL FUND Final Variance With Budget Actual Final Budget Revenues: Union County: County appropriation 130,611,680$ 130,611,680$ -$ Other: Fines and forfeitures 916,380 916,380 - ABC revenues 218,629 218,629 - Total other 1,135,009 1,135,009 - Total revenues 131,746,689 131,746,689 - Expenditures: Current: Instructional services: Regular instructional 29,747,778 29,725,499 22,279 Special populations 4,960,449 4,943,627 16,822 Alternative programs 4,463,543 4,456,415 7,128 School leadership 15,327,899 15,327,676 223 Co-curricular 2,634,850 2,604,551 30,299 School-based support 10,223,627 10,164,394 59,233 Total instructional services 67,358,146 67,222,162 135,984 System-wide support services: Support and development 3,177,253 3,073,972 103,281 Special population support and development 450,530 450,529 1 Alternative programs and services support and development 176,490 165,128 11,362 Technology support 4,538,479 4,510,458 28,021 Operational support 29,915,638 29,724,843 190,795 Financial and human resource services 8,952,195 8,651,803 300,392 Accountability 511,630 455,541 56,089 System-wide pupil support 628,851 626,525 2,326 Policy, leadership and public relations 3,827,741 3,749,999 77,742 Total system-wide support services 52,178,807 51,408,798 770,009 59 UNION COUNTY BOARD OF EDUCATION BUDGET AND ACTUAL For the Fiscal Year Ended June 30, 2025 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - 530 GENERAL FUND Final Variance With Budget Actual Final Budget Expenditures: (Continued) Current: Ancillary services: Nutrition 360,962 288,532 72,430 Nonprogrammed charges: Payments to other governments 14,317,883 14,317,883 - Total expenditures 134,215,798 133,237,375 978,423 Revenues over (under) expenditures (2,469,109) (1,490,686) 978,423 Fund balance appropriated 2,469,109 - (2,469,109) Net change in fund balance -$ (1,490,686) (1,490,686)$ Fund balance: Beginning of year 9,764,234 End of year 8,273,548$ 60 UNION COUNTY BOARD OF EDUCATION BUDGET AND ACTUAL (Continued) For the Fiscal Year Ended June 30, 2025 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - 531 Supplementary Information Capital Outlay Fund 532 Final Variance With Budget Actual Final Budget Revenues: State of North Carolina: K-12 Athletic Facilities Grant 1,800,000$ 1,800,000$ -$ State Buses Appropriation 1,398,358 1,398,358 - Total State of North Carolina 3,198,358 3,198,358 - Union County: Bond proceeds 127,581,186 60,946,982 (66,634,204) County appropriations 49,544,159 25,934,315 (23,609,844) Total Union County 177,125,345 86,881,297 (90,244,048) Other: Interest earned on investments - 150,533 150,533 Proceeds from disposal of capital assets - 29,633 29,633 Other - 157,390 157,390 Total other - 337,556 337,556 Total revenues 180,323,703 90,417,211 (89,906,492) Expenditures: Debt service: Principal retirement 4,470,920 4,470,920 - Interest and fees 375,259 375,259 - Total debt service 4,846,179 4,846,179 - Capital outlay: Real property and buildings 164,130,550 80,472,705 83,657,845 Furnishings and equipment 14,736,475 7,847,562 6,888,913 Buses and motor vehicles 3,087,498 2,052,036 1,035,462 Total capital outlay 181,954,523 90,372,303 91,582,220 Total expenditures 186,800,702 95,218,482 91,582,220 Revenues over (under) expenditures (6,476,999) (4,801,271) 1,675,728 Other financing sources: Installment purchase obligations issued 5,508,859 4,944,060 (564,799) Fund balance appropriated 968,140 - (968,140) Net change in fund balance -$ 142,789 142,789$ Fund balance: Beginning of year 2,623,945 End of year 2,766,734$ For the Fiscal Year Ended June 30, 2025 UNION COUNTY BOARD OF EDUCATION CAPITAL OUTLAY FUND SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL 61 533 Supplementary Information Enterprise Funds 534 SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL (NON-GAAP) Final Variance With Budget Actual Final Budget Operating revenues - food sales 7,565,720$ 7,594,668$ 28,948$ Operating expenditures: Business support services: Purchase of food - 7,186,617 - Donated commodities - 1,232,161 - Salaries and benefits - 11,847,835 - Materials and supplies - 98,310 - Repairs and maintenance - 61,591 - Non-capitalized equipment - 120,068 - Contracted services - 215,080 - Other - 221,939 - Capital outlay - 299,002 - Total operating expenditures 22,566,877 21,282,603 1,284,274 Operating loss (15,001,157) (13,687,935) 1,313,222 Nonoperating revenues: Federal reimbursements 11,649,229 11,570,900 (78,329) Federal commodities 1,046,752 1,232,161 185,409 State reimbursements 40,000 33,242 (6,758) Interest earned 200 177,224 177,024 Total nonoperating revenues 12,736,181 13,013,527 277,346 Revenues over (under) expenditures (2,264,976) (674,408) 1,590,568 Other financing sources: Transfers from other funds - 62,495 62,495 Fund balance appropriated 2,264,976 - (2,264,976) Net change in fund balance -$ (611,913) (611,913)$ UNION COUNTY BOARD OF EDUCATION SCHOOL FOOD SERVICE FUND For the Fiscal Year Ended June 30, 2025 62 535 SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL (NON-GAAP) Final Variance With Budget Actual Final Budget Reconciliation of modified accrual to full accrual basis: Reconciling items: Depreciation (268,895) Capital contributions 362,136 Net OPEB asset 10,205 Net pension liability 689,579 Net OPEB liability (2,284,711) Deferred outflows 525,466 Deferred inflows 718,761 Equipment purchases 299,002 Decrease in compensated absences payable 199,900 Decrease in inventories (78,425) (438,895)$ 63 Change in net position (full accrual) UNION COUNTY BOARD OF EDUCATION SCHOOL FOOD SERVICE FUND (continued) For the Fiscal Year Ended June 30, 2025 536 SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL (NON-GAAP) Final Variance With Budget Actual Final Budget Operating revenues: Child care fees 2,918,000$ 3,020,273$ 102,273$ Operating expenditures: Regular community services: Purchase of food - 149,703 - Salaries and benefits - 2,334,130 - Materials and supplies - 115,357 - Contracted services - 3,328 - Field trips - 31,447 - Bank service fees - 91,154 - Other - 21,857 - Total operating expenditures 2,918,000 2,746,976 171,024 Operating income - 273,297 273,297 Nonoperating revenues: Interest earned - 12,592 12,592 Net change in fund balance -$ 285,889 571,778$ Reconciliation of modified accrual to full accrual basis: Reconciling items: Net OPEB asset 1,545 Net pension liability 169,483 Net OPEB liability (257,746) Deferred outflows 23,185 Deferred inflows 140,949 Decrease in compensated absences payable 7,012 Change in net position (full accrual)370,317$ UNION COUNTY BOARD OF EDUCATION AFTER SCHOOL PROGRAM For the Fiscal Year Ended June 30, 2025 64 537 SSttaattiissttiiccaall SSeeccttiioonn 538 STATISTICAL SECTION (Unaudited) The Statistical Section of the District’s Annual Comprehensive Financial Report (ACFR) presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the District’s overall financial outlook. Sections Financial Trends These schedules contain trend information to help the reader understand how the District’s financial performance and operations have changed over time. Revenue Capacity Since the District’s local revenues are primarily provided by Union County, these schedules on the county’s revenue sources are relevant to an understanding of Union County’s most significant local revenue source, the property tax. Debt Capacity Since the District has no tax-levying or debt-issuing authority, the County of Union provides significant funding to the school system. Selected fiscal data from the County of Union has been included to help the reader better understand the school system and its financial operations. Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment within which the District’s financial activities take place. County information is included. Operating Information These schedules contain service data to help the reader understand how the information in the District’s financial report relates to the services the District provides and the activities it performs. 65 539 Table 1State of North Carolina $298,655,386Instructional Services$373,543,797Union County217,492,977 Supporting Services111,878,025 Federal16,560,855 Other1,454,818 School Food Service 20,608,195 School Food Service21,471,721 Child Care3,204,770 Child Care 2,662,548 Other23,462,596 Payments to other governments 14,356,558 Total$579,984,779Total$525,367,467Financial PerspectiveGovernmental and Business-type Activitiesfor Fiscal Year 2024-2025Union County Public SchoolsState of North Carolina Union CountyFederalSchool Food ServiceChild CareOtherRevenue SourcesInstructional ServicesSupporting ServicesOtherSchool Food ServiceChild Care Payments to other governmentsExpenditures/Expenses66540 Table 2Year Ended June 302016201720182019202020212022202320242025Governmental activities:Net investment in capital assets613,175,982$ 610,517,140$ 608,109,615$ 616,289,064$ 635,033,673$ 636,437,194$ 624,218,257$ 613,904,885$ 649,929,031$ 696,276,083$ Restricted12,931,221 11,174,475 13,965,960 18,226,389 17,194,566 13,137,634 15,550,725 14,769,380 12,805,200 10,825,512 Unrestricted(61,287,021) (65,657,560) (668,185,109) (663,752,069) (663,378,236) (646,437,401) (577,637,242) (535,765,181) (503,711,756) (563,514,730) Total governmental activities net position (deficit) 564,820,182$ 556,034,055$ (46,109,534)$ (29,236,616)$ (11,149,997)$ 3,137,427$ 62,131,740$ 92,909,084$ 159,022,475$ 143,586,865$ Business-type activities:Net investment in capital assets2,326,313$ 2,258,881$ 2,019,233$ 1,715,381$ 1,353,447$ 1,092,521$ 902,243$ 942,495$ 1,156,307$ 1,548,550$ Restricted- - 40,047 46,315 39,911 28,590 27,077 - - 16,723 Unrestricted5,898,083 5,921,625 (10,241,650) (10,592,734) (11,770,212) (11,959,617) (8,005,413) (3,082,552) (4,983,599) (7,403,865) Total business-type activities net position (deficit) 8,224,396$ 8,180,506$ (8,182,370)$ (8,831,038)$ (10,376,854)$ (10,838,506)$ (7,076,093)$ (2,140,057)$ (3,827,292)$ (5,838,592)$ District-wideNet investment in capital assets615,502,295$ 612,776,021$ 610,128,848$ 618,004,445$ 636,387,120$ 637,529,715$ 625,120,500$ 651,085,338$ 651,085,338$ 697,824,633$ Restricted12,931,221 11,174,475 14,006,007 16,828,764 17,234,477 13,166,224 15,577,802 12,805,200 12,805,200 10,842,235 Unrestricted(55,388,938) (59,735,935) (678,426,759) (672,900,863) (675,148,448) (658,397,018) (585,642,655) (508,695,355) (508,695,355) (570,918,595) Total primary government net position (deficit) 573,044,578$ 564,214,561$ (54,291,904)$ (38,067,654)$ (21,526,851)$ (7,701,079)$ 55,055,647$ 155,195,183$ 155,195,183$ 137,748,273$ Source: Union County Board of Education, North Carolina, Annual Financial Report for the year ended June 30, 2025Note: Net position for 2015 and before are not comparable to 2016 and after net position due to the implementation of GASB 68, Accounting and Financial Reporting for Pensions, for the year ended June 30, 2015.Note: Net position for 2017 and before are not comparable to 2018 and after net position due to the implementation of GASB 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, for the year ended June 30, 2018.UNION COUNTY BOARD OF EDUCATIONNet Position by ComponentLast Ten Fiscal Years67541 Table 2 $(800,000,000) $(600,000,000) $(400,000,000) $(200,000,000) $- $200,000,000 $400,000,000 $600,000,000 $800,000,0002016 2017 2018 2019 2020 2021 2022 2024 2025Net Position by ComponentDistrict-wideNet investment in capital assetsRestrictedUnrestricted68542 Table 3Year Ended June 302016201720182019202020212022202320242025ExpensesGovernmental activities:Instructional programs268,863,424$ 297,441,622$ 318,252,404$ 309,812,306$ 324,831,555$ 314,393,802$ 306,472,207$ 320,155,756$ 372,017,013$ 373,543,797$ Support services67,447,945 70,562,303 78,469,303 80,904,190 77,365,356 82,778,542 81,971,931 113,202,444 99,838,077 111,878,025 Ancillary services and non-programed charges396,986 406,072 334,533 381,556 1,148,373 1,157,982 1,122,526 1,427,457 156,122 520,433 Payments to other governments4,134,834 6,336,147 7,689,071 8,259,022 9,155,819 10,123,908 10,269,513 11,157,808 12,915,890 14,356,558 Interest on long-term debt- - - 181,782 175,542 181,597 116,900 125,971 448,437 375,259 Unallocated depreciation expense2,242,067 2,195,386 1,895,343 1,225,276 1,434,253 894,306 742,739 589,356 468,002 559,126 Total governmental activities expenses343,085,256 376,941,530 406,640,654 400,764,132 414,110,898 409,530,137 400,695,816 446,658,792 485,843,541 501,233,198 Business-type activities:School food service17,050,233 16,662,707 16,940,632 16,139,109 14,765,642 11,396,561 20,939,710 16,925,786 23,478,990 21,471,721 After School Program4,720,871 4,484,919 4,498,938 4,549,198 3,910,634 175,895 2,360,834 1,823,022 2,857,094 2,662,548 Total business-type activities expenses21,771,104 21,147,626 21,439,570 20,688,307 18,676,276 11,572,456 23,300,544 18,748,808 26,336,084 24,134,269 Total primary government expenses364,856,360$ 398,089,156$ 428,080,224$ 421,452,439$ 432,787,174$ 421,102,593$ 423,996,360$ 465,407,600$ 512,179,625$ 525,367,467$ Program RevenuesGovernmental activities:Charges for services:Tuition and fees1,416,419$ 1,644,574$ 1,893,507$ 1,297,441$ 1,232,155$ 1,235,937$ 1,389,395$ 1,269,311$ 2,035,022$ 1,919,862$ Rental of school property179,149 148,777 190,842 197,046 135,139 61,051 109,077 136,042 197,903 250,233 Co-curricular11,689,239 12,020,996 11,179,848 10,223,717 9,285,934 4,156,101 8,126,240 9,784,552 11,912,308 11,234,503 Operating grants and contributions232,060,542 240,419,051 249,108,658 269,100,942 275,242,644 284,002,564 317,630,032 319,015,600 328,109,216 315,446,956 Capital grants and contributions108,905 432,676 390,534 456,440 449,980 565,854 1,311,178 2,168,758 2,129,026 3,198,358 Total governmental activitiesprogram revenues245,454,254 254,666,074 262,763,389 281,275,586 286,345,852 290,021,507 328,565,922 332,374,263 344,383,475 332,049,912 Business-type activities:Charges for services:School food service7,101,713 6,839,980 6,534,170 6,600,918 4,968,783 939,030 2,371,551 7,861,668 7,788,029 7,594,668 After School Program4,272,109 4,445,747 4,378,247 4,264,522 3,013,080 661,893 2,724,801 3,232,699 3,204,714 3,020,273 Operating grants and contributions9,585,387 9,755,850 9,510,823 8,923,241 7,718,905 8,828,533 21,870,520 12,507,549 13,498,549 12,836,303 Capital grants and contributions24,390 25,000 23,000 - 7,425 - 31,701 20,563 20,822 362,136 Total business-type activitiesprogram revenues20,983,599 21,066,577 20,446,240 19,788,681 15,708,193 10,429,456 26,998,573 23,622,479 24,512,114 23,813,380 Total district-wide266,437,853$ 275,732,651$ 283,209,629$ 301,064,267$ 302,054,045$ 300,450,963$ 355,564,495$ 355,996,742$ 368,895,589$ 355,863,292$ Net (expense) / revenueGovernmental activities(97,631,002)$ (122,275,456)$ (143,877,265)$ (119,488,546)$ (127,765,046)$ (119,508,630)$ (72,129,894)$ (114,284,529)$ (141,460,066)$ (169,183,286)$ Business-type activities(787,505) (81,049) (993,330) (899,626) (2,968,083) (1,143,000) 3,698,029 4,873,671 (1,823,970) (320,889) Total district-wide(98,418,507)$ (122,356,505)$ (144,870,595)$ (120,388,172)$ (130,733,129)$ (120,651,630)$ (68,431,865)$ (109,410,858)$ (143,284,036)$ (169,504,175)$ UNION COUNTY BOARD OF EDUCATIONChanges in Net PositionLast Ten Fiscal Years69543 Table 3(Continued)Year ended June 302016201720182019202020212022202320242024General Revenues and Other Changes in Net PositionGovernmental activities:Unrestricted county appropriations - operating 92,269,358$ 94,979,912$ 97,680,174$ 100,649,263$ 102,942,093$ 109,187,700$ 112,169,279$ 116,450,157$ 123,074,926$ 131,369,765$ Unrestricted county appropriations - capital 18,909,151 16,814,882 16,934,107 34,086,582 42,545,304 24,113,621 17,819,185 26,967,076 81,788,056 86,881,297 Investment earnings, unrestricted116,015 149,275 246,894 359,955 341,647 9,113 (408,412) 213,512 872,985 1,116,673 Unrestricted miscellaneous1,474,320 1,505,025 2,781,713 1,380,833 1,284,324 1,133,646 1,593,627 1,483,197 1,892,827 4,563,936 Transfers(37,150) 40,235 34,773 (115,169) (1,261,703) (648,026) (49,472) (52,069) (55,337) (62,495) Total governmental activities112,731,694 113,489,329 117,677,661 136,361,464 145,851,665 133,796,054 131,124,207 145,061,873 207,573,457 223,869,176 Business-type activities:Investment earnings, unrestricted57,273 85,794 98,203 127,387 160,087 102 6,712 14,814 84,381 189,816 Miscellaneous, unrestricted12,590 (8,400) 6,265 8,402 477 33,220 8,200 (4,518) (2,983) - Transfers37,150 (40,235) (34,773) 115,169 1,261,703 648,026 49,472 52,069 55,337 62,495 Total business-type activities107,013 37,159 69,695 250,958 1,422,267 681,348 64,384 62,365 136,735 252,311 Total district-wide112,838,707$ 113,526,488$ 117,747,356$ 136,612,422$ 147,273,932$ 134,477,402$ 131,188,591$ 145,124,238$ 207,710,192$ 224,121,487$ Change in Net PositionGovernmental activities6,584,867$ 15,100,692$ (8,786,127)$ (26,199,604)$ 16,872,918$ 58,994,313$ 16,839,678$ 66,113,391$ 207,573,457$ 54,685,890$ Business-type activities(555,826) (680,492) (43,890) (923,635) (648,668) 3,762,413 4,938,055 (1,687,235) 136,735 (68,578) Total district-wide6,029,041$ 14,420,200$ (8,830,017)$ (27,123,239)$ 16,224,250$ 62,756,726$ 21,777,733$ 64,426,156$ 207,710,192$ 54,617,312$ Source: Union County Board of Education, North Carolina, Annual Financial Report for the year ended June 30, 2025.UNION COUNTY BOARD OF EDUCATIONChanges in Net Position (Continued)Last Ten Fiscal Years70544 Table 4Year Ended June 302016 2017 2018 2019 2020 2021 2022 2023 2024 2025General FundRestricted3,808,346$ 1,272,528$ 604,367$ 1,208,352$ 430,361$ 673,860$ 98,228$ 1,671,786$ 369,136$ 439,812$ Assigned2,700,000 3,812,000 - - - 2,860,000 2,999,117 2,429,533 2,469,109 - Unassigned1,833 1,896,467 5,558,160 165,098 1,602,910 9,446,925 10,396,432 6,399,672 6,925,989 7,833,736 Total General Fund6,510,179$ 6,980,995$ 6,162,527$ 1,373,450$ 2,033,271$ 12,980,785$ 13,493,777$ 10,500,991$ 9,764,234$ 8,273,548$ All Other Governmental FundsRestricted9,122,875$ 9,901,947$ 11,046,234$ 13,773,589$ 15,192,359$ 11,267,877$ 14,508,342$ 13,097,594$ 12,436,064$ 9,808,871$ Assigned4,004,899 4,148,287 5,498,436 2,807,089 4,111,052 4,948,290 4,176,008 5,236,841 3,067,105 6,891,944 Total all other governmental funds 13,127,774$ 14,050,234$ 16,544,670$ 16,580,678$ 19,303,411$ 16,216,167$ 18,684,350$ 18,334,435$ 15,503,169$ 16,700,815$ Source: Union County Board of Education, North Carolina, Annual Financial Report for the year ended June 30, 2025.UNION COUNTY BOARD OF EDUCATIONGovernmental FundsFund BalancesLast Ten Fiscal Years71545 Table 5 Year Ended June 30 2016 2017 2018 2019 2020 Revenues State of North Carolina 217,256,985 224,977,572 230,087,058 243,174,564 247,327,813$ Union County 110,831,819 111,359,717 113,850,566 134,360,350 145,487,397 U.S. Government 12,753,697 13,857,626 17,273,385 23,520,163 26,195,246 Other 18,439,176 19,225,140 20,705,694 18,825,096 16,115,046 Total revenues 359,281,677 369,420,055 381,916,703 419,880,173 435,125,502 Expenditures Instructional programs 267,072,697 276,401,599 282,174,501 313,511,999 306,823,719 Support services 69,402,493 68,249,693 73,356,072 74,907,525 75,320,334 Ancillary services 412,709 398,242 304,763 399,070 1,142,572 Non-programmed charges 4,135,017 6,336,270 8,230,767 8,979,126 9,832,101 Debt service Principal retirement 108,905 432,676 390,534 1,975,995 1,958,142 Interest and fees - - - 181,782 175,542 Capital outlay 19,268,162 17,206,482 15,818,871 32,644,399 38,718,508 Total expenditures 360,399,983 369,024,962 380,275,508 432,599,896 433,970,918 Excess of revenues over (under) expenditures (1,118,306) 395,093 1,641,195 (12,719,723) 1,154,584 Other financing sources (uses) Installment purchase obligations issued 604,188 957,948 - 8,081,823 3,489,673 Transfers in (out)(37,150) 40,235 34,773 (115,169) (1,261,703) Net change in fund balances (1,155,456)$ 1,393,276$ 1,675,968$ (4,753,069)$ 3,382,554$ Ratio of debt service expenditures to total noncapital expenditures 0.03% 0.12% 0.11% 0.52% 0.53% Year Ended June 30 2021 2022 2023 2024 2025 Revenues State of North Carolina 252,253,566$ 258,182,527$ 274,756,110$ 291,562,397$ 298,655,386$ Union County 132,809,666 129,365,230 143,417,233 204,478,470 217,492,977 U.S. Government 30,127,633 58,322,123 43,807,666 36,387,973 16,560,855 Other 9,905,417 15,700,463 17,869,456 21,135,015 24,102,063 Total revenues 425,096,282 461,570,343 479,850,465 553,563,855 556,811,281 Expenditures Instructional programs 308,450,633 343,548,760 364,360,992 371,077,474 360,717,324 Support Services 73,872,638 85,047,924 90,211,499 89,464,790 90,373,024 Ancillary services 1,157,982 1,122,526 1,427,457 156,122 520,433 Non-programmed charges 10,754,603 11,268,483 12,555,797 13,551,859 15,156,623 Debt service Principal retirement 2,850,354 3,660,373 4,009,735 4,900,402 4,470,920 Interest and fees 181,597 116,900 125,971 448,437 375,259 Capital outlay 20,175,488 15,693,032 25,571,117 79,810,449 90,372,303 Total expenditures 417,443,295 460,457,998 498,262,568 559,409,533 561,985,886 Excess of revenues over (under) expenditures 7,652,987 1,112,345 (18,412,103) (5,845,678) (5,174,605) Other financing sources (uses) Installment purchase obligations issued 855,309 1,918,302 15,121,471 2,332,992 4,944,060 Transfers in (out) (648,026) (49,472) (52,069) (55,337) (62,495) Net change in fund balances 7,860,270$ 2,981,175$ (3,342,701)$ (3,568,023)$ (293,040)$ Ratio of debt service expenditures to total noncapital expenditures 0.76% 0.84% 0.85% 1.09% 0.98% Source: Union County Board of Education, North Carolina, Annual Financial Report for the year ended June 30, 2025. UNION COUNTY BOARD OF EDUCATION Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years 72 546 Table 5 - 50,000,000 100,000,000 150,000,000 200,000,000 250,000,000 300,000,0002016 2017 2018 2019 2020 2021 2022 2023 2024 2025Governmental FundsRevenues by SourceState of North CarolinaUnion CountyU.S. GovernmentOther $- $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 $350,000,0002016 2017 2018 2019 2020 2021 2022 2023 2024 2025Expenditures by FunctionInstructional programsSupport servicesAncillary servicesCapital outlay73547 Table 6Year ended June 30 2016201720182019202020212022202320242025County 18,909,151$ 16,814,882$ 16,934,107$ 34,086,582$ 42,545,304$ 24,113,621$ 17,819,185$ 26,967,076$ 81,788,056$ 86,881,297$ State108,905 432,676 390,534 456,440 449,980 565,854 1,311,178 2,168,758 2,129,026 3,198,358 Other86,466 210,822 1,261,173 435,215 272,917 2,482 105,233 179,103 386,532 337,556 Totals19,104,522$ 17,458,380$ 18,585,814$ 34,978,237$ 43,268,201$ 24,681,957$ 19,235,596$ 29,314,937$ 84,303,614$ 90,417,211$ Year ended June 30 2016201720182019202020212022202320242025County 7,719,439$ 6,672,863$ 6,611,193$ 13,222,257$ 15,659,157$ 8,137,943$ 5,840,269$ 8,583,457$ 25,355,842$ 26,934,842$ State44,459 171,704 152,467 177,054 165,619 190,966 429,741 690,303 660,038 991,551 Other35,299 83,663 492,371 168,821 100,449 838 34,490 57,007 119,832 104,649 Totals7,799,197$ 6,928,230$ 7,256,031$ 13,568,132$ 15,925,225$ 8,329,747$ 6,304,500$ 9,330,767$ 26,135,712$ 28,031,042$ Nominal dollars reflect actual dollars of the period of the transaction. Constant dollars reflect dollars having a constant general purchasing power as shown by the Consumer Price Indexfor All Urban Consumers (CPI-U) (Calendar years 1982-1984 = 100).Expressed in Nominal DollarsExpressed in Constant DollarsUNION COUNTY BOARD OF EDUCATIONCapital Project Revenues by SourceLast Ten Fiscal Years74548 Table 6 $- $10 $20 $30 $40 $50 $60 $70 $80 $902016 2017 2018 2019 2020 2021 2022 2023 2024 2025Revenue DollarsMillionsCapital Project Revenues by SourceCountyStateOther75549 Table 7Year ended June 30 2016201720182019202020212022202320242025Building and Site Improvements17,586,500$ 15,058,664$ 14,066,409$ 29,516,094$ 36,587,479$ 18,871,315$ 13,692,820$ 22,913,554$ 75,947,202$ 80,472,705$ Furniture and Equipment 1,381,601 1,632,446 2,579,764 11,158,160 553,877 88,340 81,910 118,997 122,926 7,847,562 Vehicles991,720 957,948 382,456 1,473,336 1,577,152 1,215,833 1,918,302 2,538,566 3,740,321 2,052,036 Debt Service108,905 432,676 390,534 2,157,777 2,133,684 3,031,951 3,777,273 4,135,706 5,348,839 4,846,179 Totals20,068,726$ 18,081,734$ 17,419,163$ 44,305,367$ 40,852,192$ 23,207,439$ 19,470,305$ 29,706,823$ 85,159,288$ 95,218,482$ Year ended June 30 2016201720182019202020212022202320242025Building and Site Improvements7,179,482$ 5,975,921$ 5,491,623$ 11,449,355$ 13,466,330$ 6,368,753$ 4,487,845$ 7,293,245$ 23,545,067$ 24,948,058$ Furniture and Equipment 564,022 647,824 1,007,158 4,328,274 203,859 29,813 26,846 37,876 38,109 2,432,892 Vehicles404,858 380,155 149,313 571,510 580,484 410,323 628,727 808,010 1,159,570 636,170 Debt Service44,459 171,704 152,467 837,006 785,320 1,023,233 1,238,008 1,316,370 1,658,241 1,502,407 Totals8,192,821$ 7,175,604$ 6,800,561$ 17,186,145$ 15,035,993$ 7,832,122$ 6,381,426$ 9,455,501$ 26,400,987$ 29,519,527$ Nominal dollars reflect actual dollars of the period of the transaction. Constant dollars reflect dollars having a constant general purchasing power as shown by the Consumer Price Indexfor All Urban Consumers (CPI-U) (Calendar years 1982-1984 = 100).Expressed in Nominal DollarsExpressed in Constant DollarsUNION COUNTY BOARD OF EDUCATIONCapital Project Expenditures by FunctionLast Ten Fiscal Years76550 Table 7 $- $10 $20 $30 $40 $50 $60 $70 $80 $902016 2017 2018 2019 2020 2021 2022 2023 2024 2025Expenditure DollarsMillionsCapital Project Expenditures by FunctionBuilding and Site ImprovementsFurniture and EquipmentVehiclesDebt Service77551 Table 8Year ended June 302016201720182019202020212022202320242025Food Sales7,101,713$ 6,839,980$ 6,534,170$ 6,600,918$ 4,968,783$ 939,030$ 2,371,551$ 7,861,668$ 7,788,029$ 7,594,668$ Federal Reimbursements 8,472,614 8,606,855 8,329,591 7,926,468 6,671,516 7,632,912 20,463,891 11,126,920 12,082,177 11,570,900 Federal Commodities 1,085,614 1,124,910 1,163,368 979,715 1,035,123 1,195,136 1,406,629 1,319,120 1,377,816 1,232,161 Other81,323 79,714 96,002 116,948 135,142 33,705 14,905 71,758 119,898 210,466 Totals16,741,264$ 16,651,459$ 16,123,131$ 15,624,049$ 12,810,564$ 9,800,783$ 24,256,976$ 20,379,466$ 21,367,920$ 20,608,195$ Year ended June 302016201720182019202020212022202320242025Food Sales2,899,191$ 2,714,396$ 2,550,985$ 2,560,510$ 1,828,802$ 316,907$ 777,280$ 2,502,321$ 2,414,436$ 2,354,490$ Federal Reimbursements 3,458,845 3,415,568 3,251,930 3,074,694 2,455,508 2,575,980 6,707,076 3,541,631 3,745,703 3,587,197 Federal Commodities443,189 446,412 454,187 380,034 380,986 403,338 461,025 419,868 427,149 381,993 Other33,199 31,634 37,480 45,364 49,740 11,375 4,885 22,840 37,171 65,248 Totals6,834,424$ 6,608,010$ 6,294,582$ 6,060,602$ 4,715,036$ 3,307,600$ 7,950,266$ 6,486,660$ 6,624,459$ 6,388,928$ Other revenue includes interest earned, gain on disposal of fixed assets, indirect costs not paid, and other revenue.Nominal dollars reflect actual dollars of the period of the transaction. Constant dollars reflect dollars having a constant general purchasing power as shown by the Consumer Price Indexfor All Urban Consumers (CPI-U) (Calendar years 1982-1984 = 100).Expressed in Nominal DollarsExpressed in Constant DollarsProprietary Fund - Food Services OperationsRevenues by SourceUNION COUNTY BOARD OF EDUCATIONLast Ten Fiscal Years78552 Table 8$0.0$5.0$10.0$15.0$20.0$25.02016 2017 2018 2019 2020 2021 2022 2023 2024 2025Revenue DollarsMillionsProprietary Fund - Food Services OperationsRevenues by SourceFood SalesFederal ReimbursementsFederal CommoditiesOther79553 Table 9Year ended June 302016201720182019202020212022202320242025Purchased Food6,398,023$ 6,131,869$ 5,784,007$ 6,121,769$ 4,528,935$ 2,321,094$ 6,370,260$ 6,515,375$ 7,279,687$ 7,265,042$ Donated Commodities 1,085,614 1,124,910 1,163,368 979,715 1,035,123 1,195,136 1,406,629 1,319,120 1,377,816 1,232,161 Salaries and Benefits 7,901,401 7,654,842 8,618,371 7,235,857 7,311,434 7,193,576 11,518,511 7,436,953 12,668,999 11,988,635 Other1,665,195 1,751,086 1,374,886 1,801,768 1,890,150 686,755 1,644,310 1,654,338 2,152,488 985,883 Totals17,050,233$ 16,662,707$ 16,940,632$ 16,139,109$ 14,765,642$ 11,396,561$ 20,939,710$ 16,925,786$ 23,478,990$ 21,471,721$ Year ended June 302016201720182019202020212022202320242025Purchased Food2,611,918$ 2,433,388$ 2,258,116$ 2,374,647$ 1,666,913$ 783,330$ 2,087,864$ 2,073,804$ 2,256,840$ 2,252,300$ Donated Commodities443,189 446,412 454,187 380,034 380,986 403,338 461,025 419,868 427,149 381,993 Salaries and Benefits 3,225,654 3,037,768 3,364,672 2,806,804 2,691,035 2,427,711 3,775,212 2,367,137 3,927,629 3,716,703 Other679,796 694,906 536,765 698,910 695,686 231,768 538,925 526,566 667,312 305,642 Totals6,960,557$ 6,612,474$ 6,613,740$ 6,260,395$ 5,434,620$ 3,846,147$ 6,863,026$ 5,387,375$ 7,278,930$ 6,656,638$ Nominal dollars reflect actual dollars of the period of the transaction. Constant dollars reflect dollars having a constant general purchasing power as shown by the Consumer Price Indexfor All Urban Consumers (CPI-U) (Calendar years 1982-1984 = 100).Expressed in Nominal DollarsExpressed in Constant DollarsUNION COUNTY BOARD OF EDUCATIONProprietary Fund - Food Services OperationsExpenses by CategoryLast Ten Fiscal Years80554 Table 9$0.0$2.0$4.0$6.0$8.0$10.0$12.0$14.02016 2017 2018 2019 2020 2021 2022 2023 2024 2025Expense DollarsMillionsProprietary Fund - Food Services OperationsExpenses by CategoryPurchased FoodDonated CommoditiesSalaries and BenefitsOther81555 Table 10Year ended June 302016201720182019202020212022202320242025Final Avg. Daily Membership41,873 41,393 41,306 41,201 41,394 39,727 40,284 41,210 41,345 40,929 Instructional6,414$ 6,661$ 6,821$ 7,580$ 7,358$ 7,708$ 9,029$ 8,651$ 8,968$ 8,813$ Support1,665 1,649 1,776 1,818 1,820 1,860 2,239 2,171 2,164 2,208 Ancillary8 10 7 10 28 29 35 4 4 13 Non-programmed charges99 153 199 218 238 271 312 329 328 370 Totals8,186$ 8,473$ 8,803$ 9,626$ 9,444$ 9,868$ 11,615$ 11,155$ 11,464$ 11,404$ Year ended June 302016201720182019202020212022202320242025Instructional2,618$ 2,643$ 2,663$ 2,940$ 2,708$ 2,601$ 2,959$ 2,754$ 2,780$ 2,732$ Support680 654 693 705 670 628 734 691 671 685 Ancillary3 4 3 4 10 10 11 1 1 4 Non-programmed charges40 61 78 85 88 91 102 105 102 115 Totals3,341$ 3,362$ 3,437$ 3,734$ 3,476$ 3,330$ 3,806$ 3,551$ 3,554$ 3,536$ The above operational expenditures per pupil include the General, State Public School, Federal Grants, and Other Special Revenue Funds.Nominal dollars reflect actual dollars of the period of the transaction. Constant dollars reflect dollars having a constant general purchasing power as shown by the Consumer Price Indexfor All Urban Consumers (CPI-U) (Calendar years 1982-1984 = 100).Expressed in Nominal DollarsExpressed in Constant DollarsUNION COUNTY BOARD OF EDUCATIONOperational Expenditures Per PupilExpenditures by FunctionLast Ten Fiscal Years82556 Table 10 $- $2,000 $4,000 $6,000 $8,000 $10,000 $12,0002016 2017 2018 2019 2020 2021 2022 2023 2024 2025Operational Expenditures Per PupilFiscal Year Ended June 30Operational Expenditures Per PupilExpenditures by Function83557 Table 112016 2017 2018 2019 2020 2021 2022 2023 2024 2025Final Avg. Daily Membership41,873 41,393 41,306 41,201 41,394 39,727 40,284 41,210 41,345 40,929 38,500 39,000 39,500 40,000 40,500 41,000 41,500 42,000 42,500Union County Board of EducationFinal Average Daily MembershipLast Ten Fiscal Years84558 Table 12Year EndedJune 30Minimum Maximum2025 47,215$ 80,115$ *2024 44,086 77,946 *2023 41,916 76,566 *2022 40,046 75,046 *2021 38,150 72,930 *2020 38,150 72,930 *2019 38,150 72,930 *2018 38,150 72,230 *2017 38,150 70,750 **2016 38,150 69,530 **(a) Bonus payments(b) Payments of varying amounts for performing extra duties. Note: Effective 7/1/14, teachers no longer receive longevity payments.(a) Bonus payments(b) Payments of varying amounts for performing extra duties, and Source: Union County Public Schools Board of Education Payroll Data(c) Longevity payments, ranging from 1 1/2% to 4 1/2% of the annual salary, made to each teacher for 10 or more years of service.UNION COUNTY BOARD OF EDUCATIONTeachers' SalariesLast Ten Fiscal Years ** Represents total salaries including both state base and the system-wide local supplement, but does not include the following: * Represents total salaries including both state and local supplement, but does not include the following:85559 Table 13 Final Avg. Age (Years) of Date of Grade School Daily Percentage of Orignial Original Span Capacity Membership Capacity Used Construction Construction Elementary Schools Antioch K-5 757 812 107%21 2004 Benton Heights K-5 654 435 67%101 1924 East K-5 532 395 74%75 1950 Fairview K-5 631 397 63% 24 2001 Hemby Bridge K-5 525 477 91% 52 1973 Indian Trail K-5 642 605 94% 85 1940 Kensington K-5 746 901 121% 20 2005 Marshville K-5 460 402 87% 80 1945 Marvin K-5 728 645 89% 23 2002 New Salem K-5 277 249 90% 76 1949 New Town K-5 728 684 94% 18 2007 Poplin K-5 746 755 101% 16 2009 Porter Ridge K-5 688 751 109% 21 2004 Prospect K-5 494 371 75% 72 1953 Rea View K-5 728 629 86% 18 2007 Rock Rest K-5 538 376 70% 19 2006 Rocky River K-5 660 519 79% 18 2007 Sandy Ridge K-5 704 529 75% 20 2005 Sardis K-5 525 471 90% 28 1997 Shiloh Valley ES K-5 844 563 67% 33 1992 Shiloh Valley PS K-5 641 546 85% 17 2008 Stallings K-5 750 767 102% 17 2008 Union K-5 368 301 82% 33 1992 Unionville K-5 668 674 101% 80 1945 Walter Bickett K-5 784 428 55% 23 2002 Waxhaw K-5 653 584 89% 33 1992 Weddington K-5 701 637 91% 28 1997 Wesley Chapel K-5 575 730 127% 68 1957 Western Union K-5 601 535 89% 70 1955 Wingate K-5 460 370 80% 72 1953 Middle Schools Cuthbertson 6-8 1320 1321 100% 16 2009 East Union 6-8 1060 687 65% 73 1952 Marvin Ridge 6-8 1408 1278 91% 18 2007 Monroe 6-8 1128 805 71% 50 1975 Parkwood 6-8 984 881 90% 50 1975 Piedmont 6-8 988 977 99% 50 1975 Porter Ridge 6-8 1454 1452 100% 20 2005 Sun Valley 6-8 1180 914 77%50 1975 Weddington 6-8 1216 1326 109%27 1998 Campus UNION COUNTY BOARD OF EDUCATION School Building Data June 30, 2025 86 560 Table 13 (Continued) Final Avg. Age of Date of Grade School Daily Percentage of Orignial Original Span Capacity Membership Capacity Used Construction Construction High Schools Cuthbertson 9-12 1794 1857 104% 16 2009 Early College(1)9-13 N/A 336 N/A N/A N/A Forest Hills 9-12 1448 967 67%65 1960 Marvin Ridge 9-12 1848 1959 106%18 2007 Monroe 9-12 1440 1199 83%65 1960 Parkwood 9-12 1376 1083 79%64 1961 Piedmont 9-12 1600 1265 79%65 1960 Porter Ridge 9-12 1812 1794 99%20 2005 Sun Valley 9-12 1614 1264 78%65 1960 Weddington 9-12 1794 1901 106%25 2000 Alternative Schools Central Academy 9-12 1504 873 58%50 1975 South Providence 6-12 140 83 59%83 1942 Wolfe Develop. Center/ Trainable School K-12 140 110 79%16 2009 N/A = Not Applicable Source: Union County Public Schools N. C. Public Schools Facility Needs Report; 2025 Note: (1) Early College is located at South Piedmont Community College UNION COUNTY BOARD OF EDUCATION School Building Data (Continued) June 30, 2025 Campus 87 561 Table 14Percentage ofYear Ended Capitalized Installment Total Primary Personal PerJune 30 Leases Purchases Government Income Capita2025 -$ 13,547,730$ 13,547,730$ N/A 51$ 2024 - 13,074,590 13,074,590 N/A 49 2023 - 15,642,000 15,642,000 0.08% 61 2022 - 4,530,264 4,530,264 0.03% 18 2021 - 6,272,335 6,272,335 0.04% 25 2020 - 8,267,380 8,267,380 0.05% 34 2019 - 6,735,849 6,735,849 0.05% 28 2018 - 630,021 630,021 0.00% 12 2017 - 1,020,555 1,020,555 0.01% 4 2016 - 495,283 495,283 0.00% 2 N/A = Not availableSource: Union County Board of Education, North Carolina, Annual Financial Report for the year ended June 30, 2025.Note: This table is a ten year schedule. However, county level annual income data is not released by the U.S. Bureau of Economic Analysis until the month of April, and is always two years behind. Therefore, June 30, 2025 and June 30, 2024 income based information will be shown above as "N/A", and the June 30, 2024 information will be reported for the year ended June 30, 2026, if applicable.UNION COUNTY BOARD OF EDUCATIONRatios of Outstanding Debt by TypeLast Ten Fiscal Years88562 Table 15Fiscal YearEndedJune 30Ad ValoremTaxesOtherTaxesInter-GovernmentalRevenuesLicensesand PermitsSales andServiceInvestmentEarnings MiscellaneousTotal2025265,480,362$ 81,738,248$ 56,600,690$ 7,138,149$ 8,707,436$ 14,347,766$ 14,372,088$ 448,384,739$ 2024251,588,359 79,550,774 55,738,240 5,391,603 6,752,600 21,739,972 15,380,451 436,141,999 2023240,745,881 78,365,081 69,741,940 5,843,350 6,223,783 10,695,931 12,268,703 423,884,669 2022230,583,439 75,417,694 53,207,574 7,616,113 9,026,258(984,026) 9,932,134 384,799,186 2021216,861,127 63,865,032 52,634,253 6,976,032 4,809,93518,714 9,976,311 355,141,404 2020205,018,769 54,196,471 38,003,442 8,596,860 5,749,023 4,609,079 8,182,913 324,356,557 2019200,033,303 51,043,188 36,880,791 7,372,469 6,546,595 4,764,823 13,543,304 320,184,473 2018205,544,367 47,864,360 34,516,783 7,862,126 5,914,930 1,824,378 7,377,686 310,904,630 2017195,274,372 46,480,879 36,527,796 7,227,386 4,599,967 451,706 7,583,456 298,145,562 2016192,395,861 40,556,654 33,831,925 7,472,415 5,173,794 867,318 7,145,607 287,443,574 Fiscal YearEndedJune 30Ad ValoremTaxesOtherTaxesInter-GovernmentalRevenuesLicensesand PermitsSales andServiceInvestmentEarnings MiscellaneousTotal202582,303,925$ 25,340,400$ 17,547,283$ 2,212,961$ 2,699,470$ 4,448,078$ 4,455,619$ 139,007,735$ 202477,997,141 24,662,242 17,279,907 1,671,499 2,093,433 6,739,802 4,768,230 135,212,254 202376,627,956 24,943,131 22,198,437 1,859,903 1,980,992 3,404,450 3,905,054 134,919,923 202275,574,119 24,718,279 17,438,874 2,496,194 2,958,372 (322,516) 3,255,274 126,118,596 202173,186,998 21,553,379 17,763,179 2,354,294 1,623,273 6,316 3,366,838 119,854,276 202075,458,884 19,947,467 13,987,487 3,164,147 2,115,976 1,696,410 3,011,790 119,382,161 201977,593,340 19,799,760 14,306,137 2,859,796 2,539,438 1,848,285 5,253,476 124,200,232 201880,245,943 18,686,577 13,475,591 3,069,428 2,309,230 712,250 2,880,300 121,379,319 201777,493,213 18,445,598 14,495,790 2,868,136 1,825,463 179,256 3,009,439 118,316,896 201678,543,349 16,556,777 13,811,486 3,050,526 2,112,141 354,072 2,917,110 117,345,461 Nominal dollars reflect actual dollars of the period of the transaction. Constant dollars reflect dollars having a constant general purchasing power as shown by the Consumer Price Indexfor All Urban Consumers (CPI-U) (Calendar years 1982-1984 = 100).Source: Union County, North Carolina, Comprehensive Annual Financial Report for the year ended June 30, 2025.Expressed in Constant DollarsUnion CountyNorth CarolinaGovernmental Funds Revenues by SourceLast Ten Fiscal YearsExpressed in Nominal Dollars89563 Table 16Fiscal YearEndedJune 30GeneralGovernmentPublicSafetyCapitalOutlayEconomic& PhysicalDevelopmentHumanServices EducationCultureandRecreationDebtService Total2025 35,167,170$ 104,787,519$ 108,586,058$ 9,304,462$ 62,372,846$ 135,650,077$ 10,228,246$ 58,222,644$ 524,319,022$ 2024 38,764,658 96,925,579 110,730,289 4,987,188 59,920,506 127,350,720 9,530,012 51,138,019 399,346,9712023 34,581,334 90,896,342 47,992,142 5,180,105 59,508,046 121,632,240 7,906,109 49,603,377 417,299,6952022 31,058,589 77,954,992 55,984,248 6,032,724 55,889,295 115,534,483 7,471,269 49,709,511 399,635,1112021 26,398,132 70,546,972 49,078,618 4,640,342 55,430,052 112,899,751 6,690,573 50,024,597 375,709,0372020 18,002,109 71,873,105 69,294,756 4,601,843 47,910,610 106,102,982 7,332,683 38,995,665 364,113,7532019 14,665,382 67,937,224 59,785,746 4,534,087 45,941,860 103,194,389 8,027,154 57,195,352 361,281,1942018 13,381,265 62,734,029 34,419,297 3,322,030 43,083,568 99,713,171 7,597,933 45,556,806 309,808,0992017 13,165,184 57,008,242 39,935,681 2,813,512 43,900,232 97,247,541 6,888,443 45,859,147 306,817,9822016 12,344,165 52,681,383 23,343,138 2,629,698 41,848,033 94,996,333 6,579,913 47,814,441 282,237,104Fiscal YearEndedJune 30GeneralGovernmentPublicSafetyCapitalOutlayEconomic& PhysicalDevelopmentHumanServices EducationCultureandRecreationDebtService Total2025 10,902,487$ 32,486,109$ 33,663,728$ 2,884,559$ 19,336,760$ 42,054,085$ 3,170,949$ 18,050,119$ 162,548,796$ 2024 12,017,776 30,048,759 34,328,480 1,546,122 18,576,488 39,481,128 2,954,484 15,853,751 127,109,723 2023 11,007,029 28,931,755 15,275,608 1,648,796 18,941,051 38,714,805 2,516,467 15,788,455 136,770,693 2022 10,179,506 25,549,883 18,348,934 1,977,236 18,317,813 37,866,626 2,448,721 16,292,378 134,870,157 2021 8,908,927 23,808,422 16,563,212 1,566,038 18,706,714 38,101,775 2,257,956 16,882,464 138,282,874 2020 6,625,828 26,453,501 25,504,518 1,693,747 17,633,903 39,052,096 2,698,856 14,352,683 141,240,493 2019 5,688,733 26,352,992 23,191,017 1,758,782 17,820,944 40,029,321 3,113,750 22,186,198 141,046,679 2018 5,224,138 24,491,799 13,437,532 1,296,944 16,820,123 38,928,712 2,966,286 17,785,692 122,945,088 2017 5,224,507 22,623,306 15,848,184 1,116,522 17,421,487 38,591,979 2,733,628 18,198,869 125,254,835 2016 5,039,360 21,506,555 9,529,562 1,073,543 17,083,968 38,781,137 2,686,172 19,519,684 117,092,369 Nominal dollars reflect actual dollars of the period of the transaction. Constant dollars reflect dollars having a constant general purchasing power as shown by the Consumer Price Indexfor All Urban Consumers (CPI-U) (Calendar years 1982-1984 = 100).Source: Union County, North Carolina, Comprehensive Annual Financial Report for the year ended June 30, 2025.Expressed in Constant DollarsExpressed in Nominal DollarsUnion CountyNorth CarolinaGovernmental Funds Expenditures by FunctionLast Ten Fiscal Years90564 Table 17Fiscal Year EndedJune 30 Total Tax LevyCurrent Tax CollectionsPercent of Levy Collected2025 245,681,439$ 245,837,359$ 100.1%2024 235,976,975 236,177,952 100.1%2023 225,973,933 225,998,455 100.0%2022 216,861,058 216,770,532 100.0%2021 204,482,872 204,496,057 100.0%2020 197,546,817 196,786,125 99.6%2019 192,056,954 191,557,613 99.7%2018 198,297,575 197,993,083 99.8%2017 188,432,411 187,912,101 99.7%2016 184,680,886 184,123,235 99.7%FiscalYear EndedJune 30 Total Tax LevyCurrent Tax Collections2025 76,165,885$ 76,214,223$ 2024 73,157,318 73,219,624 2023 71,926,134 71,933,940 2022 71,076,585 71,046,915 2021 69,009,545 69,013,994 2020 72,708,769 72,428,790 2019 74,499,298 74,305,602 2018 77,416,746 77,297,870 2017 74,778,030 74,571,549 2016 75,393,801 75,166,147 Nominal dollars reflect actual dollars of the period of the transaction. Constant dollars reflect dollars having a constant general purchasing power as shown by the Consumer Price Index for All Urban Consumers (CPI-U) (Calendar years 1982-1984 = 100).Source: Union County, North Carolina, Comprehensive Annual Financial Report for the year ended June 30, 2025.Union CountyProperty Tax Levies and Current CollectionsLast Ten Fiscal YearsExpressed in Nominal DollarsExpressed in Constant Dollars91565 Table 182016201720182019202020212022202320242025Population (1)220,546 224,029 231,366 237,477 239,859 242,657 247,058 254,070 257,682 266,672 Per Capita Income (2)47,729$ 49,709$ 51,802$ 53,417$ 56,820$ 64,609$ 69,515$ 72,553$ N/AN/ARetail Sales (5) (000's omitted) 1,799,712$ 2,018,468$ 2,068,107$ 2,191,524$ 2,326,821$ 2,869,555$ 3,381,460$ 3,652,424$ 3,749,152$ 3,868,325$ Final Avg. Daily Membership (3)41,873 41,393 41,306 41,201 41,394 39,727 40,284 41,210 41,345 40,929 Unemployment Rate (4)4.3%4.0%3.6%3.9%7.2%4.0%3.5%3.1%3.6%3.4%N/A = Not AvailableSources:(1) North Carolina Demographic Unit(2) United States Dept of Commerce. Bureau of Economic Analysis(3) State Board of Education and DPI(4) North Carolina Employment Security CommissionSource: Union County, North Carolina, Comprehensive Annual Financial Report for the year ended June 30, 2025.(5) North Carolina Department of RevenueUnion CountyNorth CarolinaDemographic StatisticsLast Ten Fiscal Years92566 Table 19TaxpayerType of BusinessTaxable Assessed Value RankPercentage of Total Taxable Assessed ValueTaxable Assessed ValueRankPercentage of Total Taxable Assessed ValueAllegheny Technologies, Inc.Metals377,006,435$ 10.90%169,714,793$ 10.71%Duke Energy Carolinas, LLCUtility204,903,607 20.49%91,881,838 30.39%Charlotte Pipe & Foundry Company Manufacturing 199,099,787 30.48%85,170,662 40.36%Union Electric Membership CorpUtility183,306,428 40.44%127,908,599 20.54%Piedmont Natural Gas Co. Inc.Utility115,791,916 50.28%57,112,580 50.24%Goulston Technologies, Inc.Manufacturing78,160,272 60.19%---AMH NC Properties LPHome Rentals76,227,400 70.18%---Harris Teeter, LLC 2300Retail73,856,796 80.18%---Utility Lines Construction ServicesUtility72,872,260 90.17%---Consolidated Metco, Inc.Manufacturing69,468,401 100.17%---Indian American Monroe PoplinRetail--31,324,500 80.13%TDY Industries, Inc.Manufacturing--30,456,100 90.13%CSX TransportationUtility--27,719,304 100.12% Wal-Mart Real Estate BusinessRetail--41,593,400 70.17% AEP Industries, Inc.Manufacturing--42,470,771 60.17%1,450,693,302$ 3.48%705,352,547$ 2.96%Total County-Wide Assessed Valuation41,786,853,641$ 23,796,785,051$ Source: Union County, North Carolina Comprehensive Annual Financial Report for the year ended June 30, 2025.June 30, 2016Union County, North CarolinaTop Ten Principal TaxpayersFor Year Ended June 30, 2025June 30, 202593567 Table 20 Fiscal Year Ended June 30 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Union County County-wide rate 0.7765 0.7665 0.7810 0.7309 0.7309 0.7309 0.5880 0.5880 0.5880 0.5880 Supplemental School Districts (Approved by the Voters) Monroe Schools District ---------- County Schools District ---------- Supplemental Fire Districts Allens Crossroads VFD -----0.0838 0.0700 0.0689 0.0689 0.0800 Bakers VFD -----0.0531 0.0335 0.0343 0.0522 0.0638 Beaver Lane VFD -----0.0843 0.0644 0.0671 0.0671 0.0736 Fairview VFD -----0.0517 0.0510 0.0503 0.0503 0.0605 Griffith VFD -----0.0507 0.0215 0.0200 0.0200 0.0229 Hemby VFD 0.0512 0.0485 0.0503 0.0488 0.0488 0.0487 0.0441 0.0441 0.0441 0.0512 Jackson VFD -----0.0404 0.0288 0.0399 0.0399 0.0502 Lanes Creek VFD -----0.0792 0.0568 0.0546 0.0546 0.0658 New Salem VFD -----0.0569 0.0396 0.0384 0.0384 0.0588 Providence VFD -----0.0392 0.0361 0.0375 0.0375 - Sandy Ridge VFD -----0.0584 0.0385 0.0329 0.0329 0.0371 Springs VFD 0.0474 0.0437 0.0567 0.0552 0.0552 0.0403 0.0422 0.0464 0.0464 0.0552 Stack VFD -----0.0611 0.0455 0.0348 0.0348 0.0508 Stallings VFD 0.0509 0.0503 0.0503 0.0502 0.0502 0.0548 0.0472 0.0478 0.0478 0.0535 Unionville VFD -----0.0451 0.0616 0.0614 0.0614 0.0677 Waxhaw VFD 0.0380 0.0357 0.0413 0.0545 0.0545 0.0526 0.0403 0.0419 0.0419 0.0523 Wesley Chapel VFD 0.0282 0.0293 0.0293 0.0354 0.0354 0.0392 0.0361 0.0375 0.0375 0.0398 Wingate VFD -----0.0817 0.0633 0.0670 0.0670 0.0855 Total County Rates Maximum 0.8277 0.8168 0.8377 0.7861 0.7861 0.8152 0.6524 0.6551 0.6551 0.6616 Minimum 0.7765 0.7665 0.7810 0.7309 0.7309 0.7309 0.5880 0.5880 0.5880 0.5880 Average 0.8021 0.7917 0.8094 0.7585 0.7585 0.7731 0.6202 0.6216 0.6216 0.6248 City of Monroe 0.5863 0.5863 0.5863 0.6163 0.6163 0.6163 0.5025 0.5025 0.5025 0.5025 Downtown Monroe District 0.2190 0.2190 0.2190 0.2190 0.2190 0.2190 0.1950 0.1950 0.1950 0.1950 Town of Fairview 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 Town of Indian Trail 0.1850 0.1850 0.1850 0.1850 0.1850 0.1850 0.1850 0.1850 0.1850 0.1850 Town of Marshville 0.4800 0.4800 0.5100 0.5100 0.5100 0.5100 0.4900 0.4900 0.4900 0.5500 Town of Mineral Springs 0.0250 0.0250 0.0250 0.0250 0.0250 0.0250 0.0210 0.0210 0.0210 0.0210 Town of Mint Hill ---------- Town of Stallings 0.2150 0.2150 0.2150 0.2150 0.2150 0.2150 0.1860 0.1860 0.1860 0.2160 Town of Unionville 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 0.0200 Town of Waxhaw 0.3600 0.3600 0.3600 0.3900 0.3850 0.3850 0.3850 0.3850 0.3850 0.3850 Town of Weddington 0.0520 0.0520 0.0520 0.0520 0.0520 0.0520 0.0480 0.0480 0.0450 0.0250 Town of Wingate 0.4200 0.4200 0.4300 0.4300 0.4300 0.4300 0.3400 0.3400 0.3400 0.3400 Village of Lake Park 0.2300 0.2300 0.2300 0.2400 0.2500 0.2500 0.1900 0.2025 0.2025 0.2125 Village of Marvin 0.0500 0.0500 0.0500 0.0500 0.0500 0.0600 0.0600 0.0600 0.0600 0.0800 Village of Wesley Chapel 0.0165 0.0165 0.0165 0.0165 0.0165 0.0165 0.0129 0.0129 0.0129 0.0165 Source: Union County, North Carolina, Comprehensive Annual Financial Report for the year ended June 30, 2025. Source: Union County Tax Assessor's Office Union County, North Carolina Property Tax Rates - All Overlapping Governments (Per $100 of Assessed Value) Last Ten Fiscal Years Cities and Towns 94 568 Table 21 Union County, North Carolina Operating Indicators by Function/Program Last Ten Fiscal Years 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Governmental activities: General government Personnel Number of full-time employees 864 864 898 951 1,013 1,048 1,123 1,256 1,155 1,189 Number of part-time employees 72 98 106 157 159 123 82 187 153 152 Elections Number of registered voters 145,645 148,448 154,300 150,789 160,261 159,957 168,355 173,272 180,072 177,104 Information Systems (and GIS) Number of people in system 1,242 1,257 1,883 1,772 1,815 1,828 1,346 1,501 1,577 1,617 General Services Number of vehicle service requests 4,501 4,629 4,462 4,552 4,518 4,683 4,491 4,928 5,095 4,089 Public safety Fire Services Number of volunteer fire personnel 500 500 500 500 500 500 500 985 985 985 Inspection Number of inspections 1,106 906 1,172 1,798 1,375 1,079 2,448 2,587 2,366 3,006 Human services Public Health Number of patients 6,786 10,198 8,904 6,497 4,382 3,664 11,031 4,744 6,898 6,969 Number of visits 15,716 17,508 15,099 12,728 10,667 9,211 18,110 11,246 12,421 13,737 Social Services Number of client visits 47,064 53,125 58,693 58,803 44,275 50,589 46,354 19,976 57,989 58,847 Transportation and Nutrition Number of trips 74,176 75,342 69,402 79,674 1,417 67,437 71,335 75,784 78,105 82,936 Congregate, home delivered and 70,497 75,134 71,963 66,978 101,619 146,204 138,263 117,750 83,555 68,298 supplemental meals Veterans' Services Number of visitors 3,652 3,576 3,556 3,628 3,048 1,956 2,072 2,293 2,179 1,907 Number of phone calls 12,166 11,047 11,215 12,472 12,464 11,336 9,652 11,157 8,870 7,974 Cultural and recreational Library Number of volumes 207,748 190,370 166,742 145,582 149,573 145,944 133,872 139,443 155,165 140,168 Education Number of licensed employees 3,054 3,019 2,603 3,111 3,117 2,873 2,819 2,786 2,646 2,660 Final Avg. Daily Membership 41,873 41,393 41,500 41,201 41,394 39,727 40,284 41,210 41,345 40,929 Business-type activities: Water and Sewer Average daily consumption in 13,100 13,880 13,870 14,160 14,228 14,206 15,020 15,140 15,740 15,210 gallons (in 000's) Number of water service connections 46,236 47,489 49,363 50,509 51,961 53,537 55,315 56,789 57,274 58,061 Number of sewer service connections 33,632 34,711 36,402 37,319 38,834 40,169 41,742 43,002 43,587 44,389 Source: Union County, North Carolina, Annual Financial Report for the year ended June 30, 2025. Fiscal Year Ended 95 569 Table 22 Union County, North Carolina Capital Asset Statistics by Function/Program Last Ten Fiscal Years 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Governmental activities: Tax Administration Number of tax parcels 113,574 118,525 117,378 118,431 125,580 133,457 127,632 108,877 132,603 132,618 Elections Number of precincts 52 52 52 52 52 52 52 52 54 54 Public safety Law Enforcement (and AC) Number of stations 8 8 8 8 8 8 8 8 8 8 Number of patrol units 332 335 278 284 299 299 307 313 323 338 Fire Services Number of stations-main 17 17 17 17 17 17 17 17 16 17 Number of stations-sub 8 8 8 8 8 8 8 9 9 10 Cultural and recreational Library Number of libraries 4 4 4 4 4 4 4 4 4 4 Parks and Recreation Number of parks 3 3 3 3 3 3 3 3 3 3 Number of acres in parks 1,290 1,290 1,290 1,290 1,290 1,290 1,290 1,290 1,290 1,290 Number of acres in lakes 350 350 350 350 350 350 350 350 350 350 Education Number of schools 53 53 53 53 53 53 53 53 53 53 Number of classrooms 1,914 2,379 2,075 2,084 2,084 2,084 2,084 2,084 2,094 2,300 Business-type activities: Water and Sewer Number of fire hydrants 4,843 4,964 5,041 5,096 5,189 5,279 5,528 5,677 5,666 5,782 Miles of water mains 1,043 1,065 1,082 1,095 1,114 1,132 1,119 1,141 1,174 1,217 Miles of sewer mains 663 684 698 708 727 741 736 758 772 709 Source: Union County, North Carolina, Annual Financial Report for the year ended June 30, 2025. Fiscal Year Ended 96 570 Table 23Employer(2)Employees (2)RankApproximate Percentage of Total County Employment Employees RankApproximate Percentage of Total County EmploymentUnion County Schools1,000+ 11%+1,000+ 11%+County of Union1,000+ 21%+1,000+ 51%+Tyson Farms, Inc.1,000+ 31%+1,000+ 21%+ATI Specialty Materials LLC1,000+ 41%+---Harris Teeter1,000+ 51%+1,000+ 41%+Utility Lines Construction1,000+ 61%+--- Wingate University1,000+ 71%+---Wal-Mart Associates, Inc.500 - 999 8<1%500 - 999 6<1%City of Monroe500 - 999 9<1%500 - 999 8<1%Atrium Health500 - 999 10<1%---TDY Industries---1,000+ 31%+Pilgrims Pride Corporation---500 - 999 7<1%Unicon, Inc.---500 - 999 9<1%Scott Technologies, Inc.---500 - 999 10<1% 10%+10%+Total County Employment (1)130,238 106,760 Sources:(1) Labor estimates provided by the Employment Security Commission of North Carolina as of June 30th each year.(2) North Carolina Chamber of Commerce - data is for the 4th quarter of the preceding year.Union CountyNorth CarolinaPrincipal EmployersFor Year Ended June 30, 2025 and 20162025 201697571 Table 24General C.O.P.'s and Total GeneralOther TotalPercentage of Year Ended Obligation Installment Governmental Obligation Revenue Long-term Business-type Total Primary Personal PerJune 30 Debt Financing Activities Debt Bonds Obligations Activities Government Income Capita2025 389,444,622$ 26,510,532$ 415,955,154$ -$ 437,419,593$ -$ 437,419,593$ 853,374,747 N/A 3,225$ 2024 426,999,703 32,223,384 459,223,087 - 451,070,387 - 451,070,387 910,293,474 N/A 3,558 2023 458,427,030 37,918,794 496,345,824 - 464,156,181 - 464,156,181 960,502,005 N/A 3,794 2022 336,037,179 44,662,934 380,700,113 - 476,711,975 - 476,711,975 857,412,088 N/A 3,472 2021 347,174,304 50,425,820 397,600,124 - 482,992,769 - 482,992,769 880,592,893 N/A 3,629 2020 380,695,049 50,249,706 430,944,755 - 160,269,930 - 160,269,930 591,214,685 4.30% 2,465 2019 273,169,328 55,808,592 328,977,920 - 194,866,255 6,750,000 201,616,255 530,594,175 4.20% 2,234 2018 314,233,363 62,571,111 376,804,474 - 121,096,288 7,500,000 128,596,288 505,400,762 4.20% 2,184 2017 289,513,224 69,396,598 358,909,822 - 60,021,984 8,250,000 68,271,984 427,181,806 3.80% 1,907 2016 318,941,151 76,303,778 395,244,929 - 62,627,835 9,233,697 71,861,532 467,106,461 5.10% 2,118 N/A = Not AvailableSource: Union County, North Carolina, Annual Financial Report for the year ended June 30, 2025.Note: This table is a ten year schedule. However, county level annual income data is not released by the U.S. Bureau of Economic Analysis until the month of April, and is always two years behind. Therefore, June 30, 2025 and June 30, 2024 income based information will be shown above as "N/A", and the June 30, 2024 information will be reported for the year ended June 30, 2026, if applicable.Union CountyRatios of Outstanding Debt by TypeLast Ten Fiscal YearsGovernmental ActivitiesBusiness -Type ActivitiesNorth Carolina98572 Compliance Section 573 Certified Public Accountants ANDERSON SMITH & WIKE PLLCASW Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards INDEPENDENT AUDITORS’ REPORT To the Union County Board of Education Monroe , North Carolina We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to the financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the accompanying financial statements of the governmental activities, the business-type activities and each major fund of Union County Board of Education, North Carolina, as of and for the year ended June 30, 2025, and the related notes to the basic financial statements, which collectively comprises the Union County Board of Education, North Carolina’s basic financial statements and have issued our report thereon dated December 17, 2025. Report on Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Union County Board of Education’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Board’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Board’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control over financial reporting was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider material weaknesses. However, material weaknesses or significant deficiencies may exist that have not been identified. 99 574 Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the Union County Board of Education’s financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. December 17, 2025 West End, North Carolina 100 575 Certified Public Accountants ANDERSON SMITH & WIKE PLLCASW INDEPENDENT AUDITORS’ REPORT Report On Compliance for Each Major Federal Program and Report on Internal Control Over Compliance Required by the Uniform Guidance and the State Single Audit Implementation Act To the Union County Board of Education Monroe , North Carolina Report on Compliance for Each Major Federal Program Opinion on Each Major Federal Program We have audited Union County Board of Education, North Carolina’s compliance with the types of compliance requirements identified as subject to audit in the OMB Compliance Supplement and the Audit Manual for Governmental Auditors in North Carolina, issued by the Local Government Commission, that could have a direct and material effect on each of the Board’s major federal programs for the year ended June 30, 2025. The Union County Board of Education’s major federal programs are identified in the summary of auditor’s results section of the accompanying schedule of findings and questioned costs. In our opinion, the Union County Board of Education complied, in all material respects, with the compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended June 30, 2025. Basis for Opinion on Each Major Federal Program We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America (GAAS); the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States (Government Auditing Standards); and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) and the State Single Audit Implementation Act. Our responsibilities under those standards, the Uniform Guidance and the State Single Audit Implementation Act are further described in the Auditor's Responsibilities for the Audit of Compliance section of our report. We are required to be independent of Union County Board of Education and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a reasonable basis for our opinion on compliance for each major federal program. Our audit does not provide a legal determination of the Union County Board of Education’s compliance with the compliance requirements referred to above. Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules and provisions of contracts or grant agreements applicable to Union County Board of Education's federal programs. 101 576 Auditor’s Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on Union County Board of Education's compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS, Government Auditing Standards, the Uniform Guidance and the State Single Audit Implementation Act will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material, if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about Union County Board of Education's compliance with the requirements of each major federal program as a whole. In performing an audit in accordance with GAAS, Government Auditing Standards, the Uniform Guidance and the State Single Audit Implementation Act, we • exercise professional judgment and maintain professional skepticism throughout the audit. • identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding Union County Board of Education's compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances. • obtain an understanding of Union County Board of Education's internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance and the State Single Audit Implementation Act, but not for the purpose of expressing an opinion on the effectiveness of Union County Board of Education's internal control over compliance. Accordingly, no such opinion is expressed. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit. Report on Internal Control Over Compliance A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control over compliance was for the limited purpose described in the Auditor's Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified. 102 577 Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance and the State Single Audit Implementation Act. Accordingly, this report is not suitable for any other purpose. December 17, 2025 West End, North Carolina 103 578 Certified Public Accountants ANDERSON SMITH & WIKE PLLCASW INDEPENDENT AUDITORS’ REPORT Report On Compliance for Each Major State Program and Report on Internal Control Over Compliance Required by the Uniform Guidance and the State Single Audit Implementation Act To the Union County Board of Education Monroe , North Carolina Report on Compliance for Each Major State Program Opinion on Each Major State Program We have audited Union County Board of Education, North Carolina’s compliance with the types of compliance requirements described in the OMB Compliance Supplement and Audit Manual for Governmental Auditors in North Carolina, issued by the Local Government Commission that could have a direct and material effect on each of the Board’s major State programs for the year ended June 30, 2025. The Union County Board of Education’s major State programs are identified in the summary of auditor’s results section of the accompanying schedule of findings and questioned costs. In our opinion, the Union County Board of Education complied, in all material respects, with the compliance requirements referred to above that could have a direct and material effect on each of its major State programs for the year ended June 30, 2025. Basis for Opinion on Each Major State Program We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America (GAAS); the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States (Government Auditing Standards); and applicable sections of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) as described in the Audit Manual for Governmental Auditors in North Carolina, and the State Single Audit Implementation Act. Our responsibilities under those standards, the Uniform Guidance and the State Single Audit Implementation Act are further described in the Auditor's Responsibilities for the Audit of Compliance section of our report. We are required to be independent of Union County Board of Education and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a reasonable basis for our opinion on compliance for each major State program. Our audit does not provide a legal determination of the Union County Board of Education’s compliance with the compliance requirements referred to above. Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules and provisions of contracts or grant agreements applicable to Union County Board of Education's State programs. 104 579 Auditor’s Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on Union County Board of Education's compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS, Government Auditing Standards, the Uniform Guidance and the State Single Audit Implementation Act will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material, if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about Union County Board of Education's compliance with the requirements of each major State program as a whole. In performing an audit in accordance with GAAS, Government Auditing Standards, the Uniform Guidance and the State Single Audit Implementation Act, we • exercise professional judgment and maintain professional skepticism throughout the audit. • identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding Union County Board of Education's compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances. • obtain an understanding of Union County Board of Education's internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance and the State Single Audit Implementation Act, but not for the purpose of expressing an opinion on the effectiveness of Union County Board of Education's internal control over compliance. Accordingly, no such opinion is expressed. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit. Report on Internal Control Over Compliance A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a State program on a timely basis. A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a State program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance with a type of compliance requirement of a State program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control over compliance was for the limited purpose described in the Auditor's Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified. 105 580 Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance and the State Single Audit Implementation Act. Accordingly, this report is not suitable for any other purpose. December 17, 2025 West End, North Carolina 106 581 Page 1 of 2 UNION COUNTY BOARD OF EDUCATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Fiscal Year Ended June 30, 2025 Section I - Summary of Auditors’ Results Financial Statements Type of auditors’ report issued: Unmodified Internal control over financial reporting: • Material weakness(es) identified? No • Significant deficiency(ies) identified that are not considered to be material weaknesses None Identified for Reporting Noncompliance material to financial statements noted No Federal Awards Internal control over major federal programs: • Material weakness(es) identified? No • Significant deficiency(ies) identified that are not considered to be material weaknesses None Identified for Reporting Type of auditors’ report issued on compliance for major federal programs Unmodified Any audit findings disclosed that are required to be reported in accordance with 2 CFR 200.516(a)? No Identification of major federal programs: AL Numbers Names of Federal Program or Cluster Child Nutrition Cluster: 10.553 School Breakfast Program 10.555 National School Lunch Program 10.555 National School Lunch Program (Commodities) 10.555 After School Snack Program 10.559 Summer Food Service Program for Children 84.425 COVID-19 – Education Stabilization Fund Dollar threshold used to distinguish between Type A and Type B Programs $ 881,000 Auditee qualified as low-risk auditee? Yes 107 582 Page 2 of 2 UNION COUNTY BOARD OF EDUCATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the Fiscal Year Ended June 30, 2025 Section I - Summary of Auditors’ Results (Continued) State Awards Internal control over major State programs: • Material weakness(es) identified? No • Significant deficiency(ies) identified that are not considered to be material weaknesses None Identified for Reporting Type of auditors’ report issued on compliance for major State programs Unmodified Any audit findings disclosed that are required to be reported in accordance with the State Single Audit Implementation Act No Identification of major State programs: Program Name State Public School Fund State Capital Infrastructure Funds - K-12 Facilities Grant School Technology Fund Dollar threshold used to distinguish between Major State Programs $ 500,000 Auditee qualified as low-risk auditee? Yes Section II - Financial Statement Findings No findings were noted that are required to be reported under Government Auditing Standards. Section III - Federal Award Findings and Questioned Costs No findings and questioned costs related to the audit of federal awards aggregating $25,000 or more were noted. Section IV - State Award Findings and Questioned Costs No findings and questioned costs related to the audit of State awards aggregating $25,000 or more were noted. 108 583 UNION COUNTY BOARD OF EDUCATION SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS For the Fiscal Year Ended June 30, 2025 Finding: 24-01 Status: Corrected. 109 584 UNION COUNTY BOARD OF EDUCATION Page 1 of 3 SCHEDULE OF EXPENDITURES OF FEDERAL AND STATE AWARDS State/ Federal Pass-through Grantor/Pass-through AL Grantor's Grantor/Program Title Number Number Expenditures Federal Grants: U.S. Department of Agriculture Passed-through the N.C. Department of Agriculture: Child Nutrition Cluster: Noncash Assistance (Commodities): National School Lunch Program 10.555 PRC 035 1,232,161$ Cash Assistance: School Breakfast Program 10.553 PRC 035 2,549,285 National School Lunch Program 10.555 PRC 035 8,814,989 After School Snack Program 10.555 PRC 035 59,107 Child Nutrition Discretionary Funds 10.579 PRC 053 61,649 Summer Food Service Program for Children 10.559 PRC 035 97,648 Fresh Fruit and Vegetable Grant 10.582 PRC 035 49,871 Cash Assistance Subtotal 11,632,549 Total Child Nutrition Cluster 12,864,710 Local Food for Schools Cooperative Agreement Program 10.185 14,571 Total U.S. Department of Agriculture 12,879,281 U.S. Department of the Treasury Passed-through the N.C. Department of Public Instruction: COVID-19 - Coronavirus State and Local Fiscal Recovery Funds Smart Bus Safety Pilot 21.027 PRC 140 113,266 U.S. Department of Education Office of Elementary and Secondary Education Direct Programs: Teacher Incentive Fund 84.374A 82,690 LEGEND: Learner Engagement and Interventions Driving Student Success 84.184G 61,570 Total U.S. Department of Education Direct Programs 144,260 Passed-through the N.C. Department of Public Instruction: Title I, Grants to Local Educational Agencies 84.010 PRC 050 5,220,924 Student Support and Academic Enrichment 84.424 PRC 108 315,743 Supporting Effective Instruction 84.367 PRC 103 1,204,468 Language Acquisition Grant 84.365 PRC 104 282,407 Language Acquisition Grant - Significant Increase 84.365 PRC 111 41,482 Education for Homeless Children and Youth 84.196 PRC 026 56,408 For the Fiscal Year Ended June 30, 2025 110 585 UNION COUNTY BOARD OF EDUCATION Page 2 of 3 SCHEDULE OF EXPENDITURES OF FEDERAL AND STATE AWARDS State/ Federal Pass-through Grantor/Pass-through AL Grantor's Grantor/Program Title Number Number Expenditures COVID-19 - Education Stabilization Fund: ARP: COVID-19 - ESSER III - K-12 Emergency Relief Fund 84.425D PRC 181 340,437 COVID-19 - ESSER III - Summer Career Accel. Programs 84.425U PRC 188 144,131 COVID-19 - ESSER III - National Board for Professional Teaching Standards (NBPTS) Certification Fee Reimbursement 84.425U PRC 198 32,300 Total COVID-19 - Education Stabilization Fund 84.425 516,868 Special Education Cluster: Grants to States - IDEA, part B (611) 84.027 PRC 060 7,382,866 Special Needs Targeted Assistance 84.027 PRC 118 66,766 Risk Pool 84.027 PRC 114 111,917 Preschool Grants - IDEA, Part B (619) 84.173 PRC 049 112,011 Preschool Targeted Assistance 84.173 PRC 119 10,101 Total Special Education Cluster 7,683,661 Career and Technical Education - Basic Grants to States Program Development 84.048 PRC 017 441,140 Total U.S. Department of Education 15,907,361 U.S. Department of Defense Direct Program: ROTC 12.000 464,008 Total Federal Assistance 29,363,916 State Grants: N.C. Department of Public Instruction Cash Assistance: State Public School Fund Various 277,462,105 Career and Technical State Months of Employment PRC 013 14,747,499 Program Support Funds PRC 014 984,567 Driver Training PRC 012 961,765 School Technology Fund PRC 015 1,115,592 Cash assistance subtotal 295,271,528 Non-Cash Assistance: State Buses Appropriation PRC 120 1,398,358 Total N.C. Department of Public Instruction 296,669,886 For the Fiscal Year Ended June 30, 2025 111 586 UNION COUNTY BOARD OF EDUCATION Page 3 of 3 SCHEDULE OF EXPENDITURES OF FEDERAL AND STATE AWARDS State/ Federal Pass-through Grantor/Pass-through AL Grantor's Grantor/Program Title Number Number Expenditures N.C. Office of State Budget and Management School Capital Infrastructure Facilities Grant PRC 440 1,800,000 N.C. Department of Agriculture State Reduced Breakfast Program 6,147 State Reduced Lunch Program 27,095 Total N.C. Department of Agriculture 33,242 N.C. Department of Health and Human Services Division of Child Development: Smart Start PRC 403 185,500 Total State Assistance 298,688,628 Total Federal and State Assistance 328,052,544$ Notes to the Schedule of Expenditures of Federal and State Awards: Expenditures reported in the SEFSA are reported on the modified accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. Union County Bouard of Education has elected not to use the 10-percent de minimis indirect cost rate as allowed under the Uniform Guidance. Note 2. Summary of Significant Accounting Policies The accompanying schedule of expenditures of federal and State awards (SEFSA) includes the federal and State grant activity of Union County Board of Education under the programs of the federal government and the State of North Carolina for the year ended June 30, 2025. The information in this SEFSA is presented in accordance with the requirements of Title 2 US Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards and the State Single Audit Implementation Act. Because the Schedule presents only a selected portion of the operations of Union County Board of Education, it is not intended to and does not present the financial position, changes in net assets or cash flows of Union County Schools. For the Fiscal Year Ended June 30, 2025 Note 1. Basis of Presentation 112 587 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-272 Agenda Date:5/18/2026 TITLE:..title Communications Monthly Report - April 2026 INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This report provides valuable metrics and insights into communication platforms and our efforts to collaborate with all County departments to inform and engage residents, promote programs and services, and strengthen internal and external communications. FINANCIAL IMPACT: None. Union County, NC Printed on 5/8/2026Page 1 of 1 powered by Legistar™588 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-290 Agenda Date:5/18/2026 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 April 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 69.5% ·Percent of Actual + Permitted Flows = 88.2% ·Actual Flows (MGD)= 5.212 ·Actual + Permitted Obligated Flows (MGD)= 6.612 Crooked Creek ·Percent of Actual Flows = 63.8% ·Percent of Actual + Permitted Flows = 91.4% ·Actual Flows (MGD)= 1.212 ·Actual + Permitted Obligated Flows (MGD)= 1.736 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 = 38.0% Union County, NC Printed on 5/8/2026Page 1 of 2 powered by Legistar™589 File #:26-290 Agenda Date:5/18/2026 ·Percent of Actual + Permitted Flows = 38.0% ·Actual Flows (MGD)= 0.019 ·Actual + Permitted Obligated Flows (MGD)= 0.019 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 April 2026 are summarized in the attached tables. FINANCIAL IMPACT: None Union County, NC Printed on 5/8/2026Page 2 of 2 powered by Legistar™590 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 5.212 69.5% 6.612 88.2% 1.3 Crooked Creek 1.9 1.212 63.8% 1.736 91.4% 0.6 Olde Sycamore 0.15 0.039 26.0% 0.039 26.0% 06 Tallwood 0.05 0.019 38.0% 0.019 38.0% 1.1 Grassy Branch 0.05 0.038 76.0% 0.039 78.0% 0.6 1Based on a 12-month rolling average. Development Flows 12-Mile Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 4 0.275 Engineering Plan Review 14 0.372 Sketch Plan Review 11 0.363 Totals 29 1.010 Crooked Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 4 0.077 Engineering Plan Review 5 0.173 Sketch Plan Review 8 0.152 Totals 17 0.402 591 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-268 Agenda Date:5/18/2026 TITLE:..title America 250 Update INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: Receive information on America 250 related events and programs in Union County. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County is proud to celebrate the 250th anniversary of the signing of the Declaration of Independence on July 4, 2026, a defining moment in our nation’s history. This upcoming milestone provides an opportunity to reflect on our country’s founding principles and honor the progress and resilience of our community. This presentation includes an overview of various events, programs, and special projects related to America 250. Information continues to be shared across various platforms, with our website being our central location for sharing America 250 information: http://unioncountync.gov/america250 FINANCIAL IMPACT: None. Union County, NC Printed on 5/4/2026Page 1 of 1 powered by Legistar™592 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-284 Agenda Date:5/18/2026 TITLE:..title Drought Update - Stage 2 INFORMATION CONTACT: Aubrey Lofton, Union County Water, Director - Planning & Resource Management, 704-296-4241 ACTION REQUESTED: None. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water is moving to Stage 2 Drought Restrictions on May 15. Staff will update the Board about the latest drought conditions, what customers can expect with the new restrictions, as well as resources to get additional information. FINANCIAL IMPACT: None. Union County, NC Printed on 5/8/2026Page 1 of 1 powered by Legistar™593 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-188 Agenda Date:5/18/2026 TITLE:..title Marshville Bypass Tolling Proposal INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: 1) January 19, 2021, Regular Meeting, Agenda Item # 21 - Requesting tolling study and submittal for evaluation in 2050 Metropolitan Transportation Plan 2) February 3, 2025, Regular Meeting, Agenda Item # 25-044 - Submittal for evaluation in 2055 Metropolitan Transportation Plan BACKGROUND: The Marshville Bypass is a proposed four-lane median divided highway that would effectively extend the Monroe Expressway System by 5.1 miles from the current eastern terminus of the Monroe Expressway with a new location bypass south of Marshville, although the specific route would be determined through a full design process once funded. The project would have one intermediate interchange with Landsford Road south of Hasty Road and re-connect with U.S. 74 between Stegall Road and Gaddy Road. The bypass has been submitted for funding through the two most recent Charlotte Regional Transportation Planning Organization (CRTPO) Metropolitan Transportation Plans (MTP), with it not scoring high enough for inclusion. In 2021 Union County and Marshville passed resolutions asking it to be studied as a possible tolled project. The NCDOT and NC Turnpike completed its work in January 2026, with the conclusion that by considering the bypass a part of the Monroe Expressway and extending the tolling on the bypass and Expressway for approximately 16 years, approximately ¾ of the estimated $287 million cost could be paid for by tolls. The remaining cost would need to be funded through the traditional Statewide Transportation Improvement Program (STIP) process. The Town of Marshville evaluated this proposal at its May 4 meeting. FINANCIAL IMPACT: None. Union County, NC Printed on 5/8/2026Page 1 of 1 powered by Legistar™594 Marshville Bypass North Carolina Turnpike Authority December 2025 Marshville Bypass Tolling Analysis Background The Charlotte Regional Transportation Planning Organization (CRTPO) passed a series of resolutions requesting the North Carolina Department of Transportation (NCDOT) and North Carolina Turnpike Authority (NCTA) analyze the Marshville Bypass as a toll facility under the Tolling Pre-Submittal Assessment process. CRTPO passed the resolution to study the Marshville Bypass as a potential tolled project following requests from the Town of Marshville and Union County. The Marshville Bypass is a proposed four-lane median divided highway that would effectively extend the Monroe Expressway System by 5.1 miles from the current eastern terminus of the Monroe Expressway with a new location bypass south of Marshville. The project would have one intermediate interchange with Landsford Road south of Hasty Road and re-connect with U.S. 74 between Stegall Road and Gaddy Road. Acting as an extension of the Monroe Expressway System, it is anticipated the Marshville Bypass would be a tolled, limited access facility with posted speeds of 65 miles per hour. Exhibit 1 depicts the proposed project. After an initial evaluation was completed using the Tolling Pre-Submittal Assessment process, looking at the proposed Marshville Bypass project as a stand-alone facility, it was determined that a sketch level traffic and revenue study should be prepared to consider the Marshville Bypass as an extension of the existing Monroe Expressway System for financing purposes. CDM Smith, a traffic and revenue consultant for NCTA, was contracted to provide a sketch level (level one) traffic and revenue study for the proposed project. This traffic and revenue study served as the basis for analysis by NCTA and its municipal Advisor, PFM, LLC. NCTA used the traffic and revenue study to develop a preliminary long-term financial plan for the project to assess the viability of tolling on the corridor. For baseline reference, the Marshville Bypass was also analyzed as a stand- alone facility, separate from the Monroe Expressway System. The main difference between these scenarios is the ability to use Monroe Expressway System revenue to support operations of the Marshville Bypass and vice versa. This synopsis outlines the analysis completed by NCTA and details the findings. Exhibit 1: Marshville Bypass Vicinity Map 595 Marshville Bypass North Carolina Turnpike Authority December 2025 Traffic and Revenue Study The traffic and revenue study produced by CDM Smith used the travel demand model roadway network coding to model Marshville Bypass and the interchange associated with the project. Additional model refinements are described in the report, attached as Appendix A. The project is assumed to have two mainline toll zones separated at the Landsford Road / U.S. 74 exit. As mentioned above, the project was modeled both as an extension to the Monroe Expressway System and as a stand-alone project. In addition, the area was analyzed with a build and no build scenario to model traffic diversion and usage. Both scenarios were modeled by CDM Smith with the same socioeconomic projections. General assumptions for the project include an opening year of FY 2035 with a toll collection structure similar to existing NCTA operational facilities. This structure includes toll collection for Electronic Toll Collection (ETC) and Bill By Mail (BBM) with a 50% discount for transponder users using ETC. ETC customers are required to maintain a prepaid balance for the discount, whereas BBM users are postpaid. The toll schedule for the project incorporates annual incremental toll rate increases of approximately 2% mirroring the current Monroe Expressway System schedule. The toll rates are set to align with the Monroe Expressway System on a per- mile basis. Overall, the study shows moderate traffic diversion from existing U.S. 74 as a result of Marshville Bypass opening. Projections indicate the project would divert approximately 33-36% of weekday traffic from U.S. 74. The project is estimated to increase Monroe Expressway System transactions by roughly 13%, correlating to an increase in system-wide revenue of approximately 14%, when comparing the forecasted revenue of the Monroe Expressway System without the Marshville Bypass. The bypass is also projected to divert a higher percentage of commercial vehicles off of U.S. 74 than personal cars. The estimated impact for commercial vehicles diverting is approximately 43-47%. The full report attached as Appendix A further details the report and its findings. Financial Analysis Overview Following the traffic and revenue study, NCTA along with its financial advisor, developed a financial model to assess the financial feasibility of the project. The model uses the anticipated construction costs, modeled operational costs, current market conditions, and projected traffic and revenue streams from the Traffic and Revenue Study. Anticipated construction costs were provided by NCDOT based on conceptual designs and used to develop annual construction cashflow requirements. Monroe Expressway operational costs were used as a proxy for the project’s operational costs. Monroe Expressway costs were scaled to match the length of the project. This approach is consistent with the process used to assess toll viability on potential projects through the Tolling Pre-Submittal Assessment process. The analysis of the Marshville Bypass delivered as an extension of the Monroe Expressway System indicates that the project would likely generate enough toll revenue to fully support operational costs of the road. This includes invoice processing, routine maintenance and major maintenance and repair activities. The project would also likely be able to support some level of toll-related debt capacity for construction financing. The project funding gap is currently approximated at $0 – $100M. This range is representative of the multitude of variables affecting financing, including but not limited to a changing interest rate environment and refinancing/leveraging opportunities on the existing Monroe Expressway System. 596 Marshville Bypass North Carolina Turnpike Authority December 2025 Adding the Marshville Bypass as an extension to the Monroe Expressway would allow the benefits of a single lien allowing revenues to be used in combination to finance, operate and maintain the system. Financing the project in this manner would allow the project to raise significantly more capital to fund the construction. It is important to note that the addition of the Marshville Bypass would extend the existing debt on the Monroe Expressway from 2054 to 2070. The project was also analyzed as a stand-alone project, not relying as an extension to the Monroe Expressway System. The analysis indicates that the project delivered in this manner would likely not generate sufficient revenues to support construction but would be able to cover most if not all the roads operational costs. In summary, the analysis shows that if the project were delivered as a stand-alone project, tolling would likely support some limited operations, it would likely not generate sufficient revenue to contribute to construction nor help reduce the STIP contribution. The analysis also indicates that if delivered as an extension to the existing Monroe Expressway System, the project would likely be able to support full operations and reduce the needed NCDOT funding to less than $100m. For the full financial analysis please see Appendix B. 597 Marshville Bypass North Carolina Turnpike Authority December 2025 System Scenario (Monroe Expressway with Marshville Bypass Extension): Revenue Project Total Costs Project Total (2035-2070) (2035-2070) Toll Revenue via Electronic Toll Collection ~$2160M Operations ~$810M Toll Revenue via Bill By Mail ~$1170M Maintenance ~$315M Uncollectable Toll Revenue ~($155M) Roadway Major Maintenance ~$245M Revenue from Fees ~$115M Toll Major Maintenance ~$140M Net Revenue ~$3290M Total Costs ~$1510M *Revenues and costs are presented in year of expenditure with an assumed annual inflation of 2.5% for costs. Totals may not add due to rounding. Stand-alone Scenario (Marshville Bypass not part of Monroe Expressway System): Revenue Project Total Costs Project Total (2035-2070) (2035-2070) Toll Revenue via Electronic Toll Collection ~$275M Operations ~$160M Toll Revenue via Bill By Mail ~$140M Maintenance ~$65M Uncollectable Toll Revenue ~($20M) Roadway Major Maintenance ~$40M Revenue from Fees ~$5M Toll Major Maintenance ~$30M Net Revenue ~$400M Total Costs ~$295M *Revenues and costs are presented in year of expenditure with an assumed annual inflation of 2.5% for costs. Totals may not add due to rounding. 598 Memorandum To: David Roy, NCTA From: Adam Aceto Date: November 11, 2025 Subject: Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study This memo summarizes the sketch-level analysis and forecast for traffic and revenue impacts for the proposed Marshville Bypass, an extension of the Monroe Expressway which would bypass US 74 around the town of Marshville, NC. Project Description For the purposes of this study, the proposed Marshville Bypass was assumed to extend 5.1 miles from the current eastern terminus of the Monroe Expressway to the south of Marshville, have one intermediate interchange with Landsford Road south of Hasty Road, and re-connect with US 74 between Stegall Road and Gaddy Road. As an extension to Monroe Expressway, the Marshville Bypass would be two lanes per direction, limited access, and be posted at 65mph. The location of the Monroe Expressway and proposed Marshville Bypass are shown in Figure 1. Figure 1 – Project Location Appendix $ - 6NHWFK/HYHO7UDIILFDQG5HYHQXH)RUHFDVW6WXG\ 599 Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study November 11, 2025 Page 2 Model Refinements All modeling, analysis, per-mile toll rates, and T&R forecasting tools for this study were based on the most recent available T&R studies for Monroe Expressway, including the 2024 Monroe Expressway Traffic and Revenue Forecast Update (2024 T&R Update) which estimated the impacts of a revised electronic toll collection (ETC) toll rate discount to be implemented on January 1, 2025, and the subsequent 2025 Draft Monroe Expressway Planning Level Traffic and Revenue Forecast Update (2025 T&R Update) that refined the 2024 T&R Update forecast to account for Monroe Expressway T&R performance through June 2025. Model refinements performed in this study for the evaluation of the traffic and revenue impacts of the Marshville Bypass were limited to: 1. Travel demand model roadway network coding to include the proposed Marshville Bypass and associated interchanges 2. Toll schedule expansion to accommodate the two mainline toll zones on the Marshville Bypass (see Table 1) 3. Revision of toll assignment scripts to accommodate additional toll zones 4. Minor revisions to travel demand model calibration to observed traffic counts and travel speeds on US 74 in Marshville and Old Highway 74 in Marshville and Wingate Toll rates for the two mainline toll locations on the Marshville Bypass are set to match the adopted toll rate schedule for the Monroe Expressway on a per-mile basis. Class 1 ETC transactions for the two mainline toll locations are $0.63 and $0.39 in 2035, escalating at 2.0 percent per year thereafter. For a complete trip along the entire 23-mile corridor on the Monroe Expressway and Marshville Bypass, Class 1 ETC customers would pay $4.61 in 2035. Traffic and Revenue Analysis Subsequent to the aforementioned model refinements, tolled traffic assignments were conducted for a build condition and a no-build condition, reflecting scenarios with and without the Marshville Bypass. The resulting impacts of the Marshville Bypass to Monroe Expressway system traffic and revenue were then applied to the 2025 T&R Update forecast. The resulting traffic and revenue forecast, as well as a comparison of systemwide collected revenue to the 2025 T&R Update, are presented in Table 2 through Table 5. The opening date of the Marshville Bypass was assumed to be January 1, 2035. The horizon model year for this forecast was 2040. Traffic and revenue estimates beyond 2040 are based on 1.1 percent annual transaction growth from 2040 to 2045, 0.8 percent annual transaction growth from 2045 to 2068, and 2.0 percent annual toll rate escalation. 600 Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study November 11, 2025 Page 3 Table 1Recommended Monroe Expressway Class 1 Toll Rates by Tolling ZonePER MILE RATESExisting Monroe ExpresswayMarshville Bypass Zone 01/02Zone 03/04Zone 05/06Zone 07/08Zone 09/10Zone 11/12Zone 13/14Zone 15/16Zone 17/18(1.87 mi.)(2.24 mi.)(1.38 mi.)(3.93 mi.)(1.76 mi.)(3.97 mi.)(2.99 mi.)(3.17 mi.)(1.97 mi.)Unionville IndianN. Rocky Indian TrailTrail Rd. - River Rd. - Through Trip TollFairview Rd. - Indian TrailUnionvilleUS 601 - N. RockyAustin Chaney Rd.US 74 - Austin Landsford Rd. - US 74 - (Passes through CalendarUS 74Fairview Rd.Indian Trail Rd.River Rd.NC 200 - US 601 - NC 200Chaney RdUS 74Landsford Rd.All Zones)Year (1)ETCBBMETCBBMETCBBMETCBBMETCBBMETCBBMETCBBMETCBBMETCBBMETCBBM20350.37 0.74 0.44 0.88 0.27 0.54 0.78 1.56 0.35 0.70 0.79 1.58 0.59 1.18 0.63 1.25 0.39 0.78 4.61 9.21 20360.37 0.74 0.45 0.90 0.27 0.54 0.79 1.58 0.36 0.72 0.81 1.62 0.60 1.20 0.64 1.28 0.40 0.79 4.68 9.37 20370.38 0.76 0.46 0.92 0.28 0.56 0.81 1.62 0.37 0.74 0.82 1.64 0.62 1.24 0.65 1.31 0.41 0.81 4.80 9.60 20380.39 0.78 0.47 0.94 0.29 0.58 0.83 1.66 0.38 0.76 0.84 1.68 0.63 1.26 0.67 1.34 0.42 0.83 4.92 9.83 20390.40 0.80 0.47 0.94 0.29 0.58 0.84 1.68 0.38 0.76 0.86 1.72 0.64 1.28 0.68 1.36 0.42 0.84 4.98 9.96 20400.41 0.82 0.49 0.98 0.30 0.60 0.86 1.72 0.39 0.78 0.88 1.76 0.66 1.32 0.70 1.39 0.43 0.87 5.12 10.24 20410.42 0.84 0.50 1.00 0.31 0.62 0.88 1.76 0.40 0.80 0.90 1.80 0.67 1.34 0.71 1.43 0.44 0.89 5.24 10.47 20420.43 0.86 0.51 1.02 0.31 0.62 0.89 1.78 0.41 0.82 0.92 1.84 0.69 1.38 0.73 1.45 0.45 0.90 5.34 10.68 20430.44 0.88 0.52 1.04 0.32 0.64 0.91 1.82 0.41 0.82 0.93 1.86 0.70 1.40 0.74 1.48 0.46 0.92 5.43 10.86 20440.44 0.88 0.53 1.06 0.32 0.64 0.93 1.86 0.42 0.84 0.95 1.90 0.71 1.42 0.75 1.50 0.47 0.93 5.52 11.04 20450.45 0.90 0.54 1.08 0.33 0.66 0.95 1.90 0.43 0.86 0.97 1.94 0.73 1.46 0.77 1.54 0.48 0.96 5.65 11.29 20460.46 0.92 0.55 1.10 0.34 0.68 0.97 1.94 0.44 0.88 0.99 1.98 0.74 1.48 0.78 1.57 0.49 0.98 5.76 11.52 20470.47 0.94 0.56 1.12 0.34 0.68 0.99 1.98 0.45 0.90 1.01 2.02 0.76 1.52 0.80 1.60 0.50 0.99 5.88 11.76 20480.48 0.96 0.57 1.14 0.35 0.70 1.01 2.02 0.46 0.92 1.03 2.06 0.77 1.54 0.82 1.63 0.51 1.01 5.99 11.99 20490.49 0.98 0.59 1.18 0.36 0.72 1.03 2.06 0.47 0.94 1.05 2.10 0.79 1.58 0.84 1.67 0.52 1.04 6.13 12.27 20500.50 1.00 0.60 1.20 0.37 0.74 1.05 2.10 0.48 0.96 1.07 2.14 0.80 1.60 0.85 1.70 0.53 1.06 6.25 12.50 20510.51 1.02 0.61 1.22 0.37 0.74 1.07 2.14 0.48 0.96 1.09 2.18 0.82 1.64 0.87 1.73 0.54 1.08 6.35 12.71 20520.52 1.04 0.62 1.24 0.38 0.76 1.09 2.18 0.49 0.98 1.12 2.24 0.84 1.68 0.88 1.77 0.55 1.10 6.49 12.99 20530.53 1.06 0.63 1.26 0.39 0.78 1.11 2.22 0.50 1.00 1.14 2.28 0.85 1.70 0.90 1.80 0.56 1.12 6.61 13.22 20540.54 1.08 0.65 1.30 0.40 0.80 1.13 2.26 0.51 1.02 1.16 2.32 0.87 1.74 0.92 1.84 0.57 1.14 6.75 13.50 20550.55 1.10 0.66 1.32 0.40 0.80 1.16 2.32 0.52 1.04 1.18 2.36 0.89 1.78 0.94 1.87 0.58 1.16 6.88 13.76 20560.56 1.12 0.67 1.34 0.41 0.82 1.18 2.36 0.54 1.08 1.21 2.42 0.91 1.82 0.96 1.92 0.60 1.19 7.03 14.07 20570.57 1.14 0.69 1.38 0.42 0.84 1.20 2.40 0.55 1.10 1.23 2.46 0.92 1.84 0.98 1.95 0.61 1.21 7.16 14.32 20580.59 1.18 0.70 1.40 0.43 0.86 1.23 2.46 0.56 1.12 1.26 2.52 0.94 1.88 1.00 2.00 0.62 1.24 7.33 14.66 20590.59 1.18 0.71 1.42 0.43 0.86 1.25 2.50 0.57 1.14 1.28 2.56 0.96 1.92 1.02 2.04 0.63 1.26 7.44 14.88 20600.60 1.20 0.72 1.44 0.44 0.88 1.28 2.56 0.58 1.16 1.30 2.60 0.98 1.96 1.04 2.08 0.64 1.28 7.58 15.16 20610.62 1.24 0.74 1.48 0.45 0.90 1.30 2.60 0.59 1.18 1.33 2.66 1.00 2.00 1.06 2.12 0.65 1.30 7.74 15.48 20620.63 1.26 0.75 1.50 0.46 0.92 1.33 2.66 0.61 1.22 1.36 2.72 1.02 2.04 1.08 2.16 0.66 1.32 7.90 15.80 20630.64 1.28 0.77 1.54 0.47 0.94 1.36 2.72 0.62 1.24 1.38 2.76 1.04 2.08 1.10 2.20 0.68 1.36 8.06 16.12 20640.65 1.30 0.78 1.56 0.48 0.96 1.38 2.76 0.63 1.26 1.41 2.82 1.06 2.12 1.13 2.26 0.69 1.38 8.21 16.42 20650.67 1.34 0.80 1.60 0.49 0.98 1.41 2.82 0.64 1.28 1.44 2.88 1.08 2.16 1.15 2.30 0.71 1.42 8.39 16.78 20660.68 1.36 0.81 1.62 0.50 1.00 1.44 2.88 0.65 1.30 1.47 2.94 1.10 2.20 1.17 2.34 0.72 1.44 8.54 17.08 20670.69 1.38 0.83 1.66 0.51 1.02 1.47 2.94 0.67 1.34 1.50 3.00 1.12 2.24 1.19 2.38 0.73 1.46 8.71 17.42 20680.71 1.42 0.84 1.68 0.52 1.04 1.50 3.00 0.68 1.36 1.53 3.06 1.14 2.28 1.22 2.44 0.75 1.50 8.89 17.78 1) Assumes toll rates will be increased annually on January 1.Note: Class 2 tolls are two times the Class 1 tolls and Class 3 tolls are four times the Class 1 tolls.601 Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study November 11, 2025 Page 4 Table 2 - Estimated Annual Transactions for Monroe Expressway System, Marshville Bypass Build Scenario (in thousands) Fiscal Year BBM ETC Total % ETC BBM ETC Total % ETC BBM ETC Total % ETC 2035 18,080 38,443 56,523 68.0 1,129 6,265 7,393 84.7 19,209 44,707 63,916 69.9 2036 19,097 41,583 60,680 68.5 1,216 6,816 8,032 84.9 20,313 48,399 68,712 70.4 2037 19,039 42,369 61,408 69.0 1,225 6,930 8,155 85.0 20,264 49,299 69,563 70.9 2038 18,981 43,169 62,150 69.5 1,234 7,046 8,280 85.1 20,215 50,215 70,430 71.3 2039 18,924 43,984 62,908 69.9 1,243 7,164 8,407 85.2 20,167 51,148 71,315 71.7 2040 18,866 44,814 63,681 70.4 1,253 7,284 8,537 85.3 20,119 52,098 72,217 72.1 2041 18,853 45,581 64,434 70.7 1,258 7,391 8,650 85.5 20,111 52,972 73,083 72.5 2042 18,883 46,282 65,165 71.0 1,260 7,485 8,746 85.6 20,143 53,767 73,910 72.7 2043 18,913 46,993 65,906 71.3 1,262 7,580 8,843 85.7 20,176 54,573 74,749 73.0 2044 18,943 47,715 66,658 71.6 1,265 7,677 8,941 85.9 20,208 55,391 75,599 73.3 2045 18,974 48,447 67,421 71.9 1,267 7,774 9,041 86.0 20,240 56,221 76,462 73.5 2046 18,971 49,112 68,083 72.1 1,266 7,862 9,128 86.1 20,236 56,974 77,211 73.8 2047 18,935 49,708 68,643 72.4 1,261 7,940 9,201 86.3 20,196 57,648 77,844 74.1 2048 18,898 50,311 69,209 72.7 1,257 8,018 9,275 86.4 20,156 58,329 78,484 74.3 2049 18,862 50,920 69,783 73.0 1,253 8,097 9,350 86.6 20,116 59,018 79,133 74.6 2050 18,827 51,537 70,364 73.2 1,249 8,177 9,426 86.7 20,076 59,714 79,790 74.8 2051 18,783 52,160 70,943 73.5 1,244 8,258 9,502 86.9 20,027 60,418 80,445 75.1 2052 18,732 52,788 71,521 73.8 1,237 8,341 9,578 87.1 19,969 61,129 81,099 75.4 2053 18,682 53,424 72,106 74.1 1,230 8,425 9,655 87.3 19,912 61,849 81,761 75.6 2054 18,631 54,067 72,699 74.4 1,224 8,509 9,733 87.4 19,855 62,576 82,431 75.9 2055 18,581 54,718 73,299 74.7 1,217 8,594 9,811 87.6 19,798 63,312 83,110 76.2 2056 18,531 55,376 73,907 74.9 1,210 8,680 9,891 87.8 19,741 64,057 83,798 76.4 2057 18,481 56,042 74,523 75.2 1,204 8,768 9,971 87.9 19,685 64,810 84,494 76.7 2058 18,431 56,716 75,147 75.5 1,197 8,856 10,053 88.1 19,628 65,571 85,200 77.0 2059 18,375 57,366 75,741 75.7 1,193 8,945 10,138 88.2 19,568 66,311 85,879 77.2 2060 18,314 58,016 76,331 76.0 1,192 9,029 10,221 88.3 19,506 67,046 86,552 77.5 2061 18,254 58,674 76,928 76.3 1,191 9,115 10,306 88.4 19,445 67,789 87,234 77.7 2062 18,193 59,339 77,532 76.5 1,190 9,201 10,391 88.5 19,383 68,540 87,923 78.0 2063 18,133 60,011 78,144 76.8 1,189 9,288 10,477 88.7 19,322 69,300 88,622 78.2 2064 18,073 60,692 78,765 77.1 1,188 9,376 10,564 88.8 19,261 70,068 89,329 78.4 2065 18,013 61,379 79,393 77.3 1,187 9,465 10,652 88.9 19,200 70,844 90,045 78.7 2066 17,954 62,075 80,029 77.6 1,186 9,555 10,741 89.0 19,140 71,630 90,769 78.9 2067 17,894 62,778 80,673 77.8 1,185 9,645 10,830 89.1 19,079 72,424 91,503 79.1 2068 17,835 63,490 81,325 78.1 1,184 9,737 10,920 89.2 19,019 73,227 92,245 79.4 Average Annual Percent Change 2035-45 0.5%2.3%1.8%1.2%2.2%2.0%0.5%2.3%1.8% 2045-68 -0.3%1.2%0.8%-0.3%1.0%0.8%-0.3%1.2%0.8% 2035-68 0.0%1.5%1.1%0.1%1.3%1.2%0.0%1.5%1.1% Class 1 Classes 2 and 3 All Vehicles 602 Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study November 11, 2025 Page 5 Table 3 - Estimated Annual Gross Toll Revenue for Monroe Expressway System, Marshville Bypass Build Scenario (in thousands $) Fiscal Year BBM ETC Total % ETC BBM ETC Total % ETC BBM ETC Total % ETC 2035 $17,701 $18,017 $35,718 50.4 $4,312 $12,484 $16,796 74.3 $22,014 $30,501 $52,514 58.1 2036 19,176 19,948 39,124 51.0 4,435 12,945 17,380 74.5 23,611 32,892 56,504 58.2 2037 19,545 20,733 40,278 51.5 4,556 13,424 17,980 74.7 24,101 34,157 58,258 58.6 2038 19,825 21,557 41,382 52.1 4,680 13,922 18,602 74.8 24,505 35,479 59,983 59.1 2039 20,110 22,412 42,523 52.7 4,811 14,438 19,250 75.0 24,922 36,850 61,772 59.7 2040 20,554 23,290 43,845 53.1 4,949 14,982 19,931 75.2 25,503 38,272 63,776 60.0 2041 20,961 24,169 45,131 53.6 5,071 15,517 20,588 75.4 26,033 39,686 65,719 60.4 2042 21,326 25,047 46,373 54.0 5,180 16,031 21,211 75.6 26,506 41,078 67,584 60.8 2043 21,808 25,945 47,753 54.3 5,289 16,559 21,848 75.8 27,098 42,503 69,601 61.1 2044 22,316 26,871 49,186 54.6 5,403 17,102 22,506 76.0 27,719 43,973 71,692 61.3 2045 22,817 27,811 50,628 54.9 5,523 17,665 23,188 76.2 28,340 45,477 73,817 61.6 2046 23,261 28,743 52,004 55.3 5,632 18,222 23,854 76.4 28,893 46,965 75,857 61.9 2047 23,689 29,672 53,361 55.6 5,727 18,770 24,497 76.6 29,416 48,442 77,858 62.2 2048 24,131 30,627 54,758 55.9 5,820 19,335 25,155 76.9 29,951 49,962 79,913 62.5 2049 24,582 31,627 56,209 56.3 5,918 19,918 25,836 77.1 30,500 51,546 82,046 62.8 2050 25,009 32,650 57,659 56.6 6,019 20,518 26,537 77.3 31,028 53,167 84,196 63.1 2051 25,417 33,704 59,121 57.0 6,112 21,136 27,248 77.6 31,529 54,840 86,369 63.5 2052 25,914 34,810 60,723 57.3 6,200 21,776 27,976 77.8 32,114 56,585 88,699 63.8 2053 26,357 35,956 62,313 57.7 6,290 22,434 28,724 78.1 32,647 58,390 91,037 64.1 2054 26,794 37,105 63,899 58.1 6,379 23,112 29,491 78.4 33,173 60,217 93,390 64.5 2055 27,235 38,288 65,522 58.4 6,468 23,813 30,280 78.6 33,702 62,101 95,803 64.8 2056 27,665 39,526 67,191 58.8 6,562 24,531 31,093 78.9 34,227 64,057 98,284 65.2 2057 28,182 40,793 68,975 59.1 6,659 25,270 31,929 79.1 34,841 66,064 100,904 65.5 2058 28,619 42,115 70,734 59.5 6,754 26,036 32,790 79.4 35,373 68,151 103,524 65.8 2059 29,026 43,396 72,422 59.9 6,858 26,820 33,679 79.6 35,884 70,216 106,100 66.2 2060 29,469 44,772 74,240 60.3 6,983 27,612 34,594 79.8 36,451 72,383 108,835 66.5 2061 29,936 46,214 76,150 60.7 7,112 28,435 35,547 80.0 37,048 74,649 111,697 66.8 2062 30,432 47,738 78,170 61.1 7,243 29,278 36,521 80.2 37,675 77,016 114,690 67.2 2063 30,900 49,261 80,161 61.5 7,377 30,152 37,529 80.3 38,277 79,413 117,690 67.5 2064 31,332 50,762 82,094 61.8 7,514 31,053 38,567 80.5 38,847 81,815 120,661 67.8 2065 31,815 52,376 84,191 62.2 7,649 31,958 39,607 80.7 39,463 84,335 123,798 68.1 2066 32,304 54,039 86,343 62.6 7,790 32,910 40,700 80.9 40,094 86,950 127,043 68.4 2067 32,755 55,689 88,445 63.0 7,934 33,889 41,823 81.0 40,689 89,579 130,268 68.8 2068 33,261 57,465 90,726 63.3 8,077 34,882 42,959 81.2 41,338 92,347 133,685 69.1 Average Annual Percent Change 2035-45 2.6%4.4%3.6%2.5%3.5%3.3%2.6%4.1%3.5% 2045-68 1.7%3.2%2.6%1.7%3.0%2.7%1.7%3.1%2.6% 2035-68 1.9%3.6%2.9%1.9%3.2%2.9%1.9%3.4%2.9% Class 1 Classes 2 and 3 All Vehicles 603 Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study November 11, 2025 Page 6 Table 4 - Estimated Annual Collected Revenue for Monroe Expressway System, Marshville Bypass Build Scenario (in thousands $) Collected Toll Revenue Processing Total Fiscal Class 1 Classes 2 and 3 All Vehicles Fee Collected Year BBM ETC Total BBM ETC Total BBM ETC Total Revenue Revenue 2035 $15,400 $18,017 $33,417 $3,500 $11,637 $15,137 $18,901 $29,654 $48,554 $3,179 $51,734 2036 16,683 19,948 36,631 3,859 12,945 16,803 20,542 32,892 53,434 3,223 56,657 2037 17,005 20,733 37,737 3,964 13,424 17,388 20,968 34,157 55,125 3,217 58,342 2038 17,248 21,557 38,804 4,071 13,922 17,993 21,319 35,479 56,798 3,211 60,008 2039 17,496 22,412 39,908 4,186 14,438 18,624 21,682 36,850 58,532 3,205 61,737 2040 17,882 23,290 41,173 4,306 14,982 19,287 22,188 38,272 60,460 3,199 63,659 2041 18,236 24,169 42,406 4,412 15,517 19,929 22,648 39,686 62,335 3,198 65,533 2042 18,553 25,047 43,601 4,506 16,031 20,538 23,060 41,078 64,138 3,203 67,342 2043 18,973 25,945 44,918 4,602 16,559 21,160 23,575 42,503 66,078 3,209 69,287 2044 19,415 26,871 46,285 4,701 17,102 21,803 24,115 43,973 68,088 3,214 71,302 2045 19,851 27,811 47,662 4,805 17,665 22,470 24,656 45,477 70,133 3,219 73,352 2046 20,237 28,743 48,980 4,900 18,222 23,121 25,137 46,965 72,101 3,219 75,320 2047 20,609 29,672 50,282 4,983 18,770 23,752 25,592 48,442 74,034 3,212 77,246 2048 20,994 30,627 51,621 5,064 19,335 24,399 26,057 49,962 76,019 3,206 79,225 2049 21,386 31,627 53,014 5,149 19,918 25,067 26,535 51,546 78,081 3,200 81,280 2050 21,758 32,650 54,408 5,237 20,518 25,754 26,995 53,167 80,162 3,193 83,355 2051 22,113 33,704 55,817 5,317 21,136 26,453 27,430 54,840 82,270 3,186 85,456 2052 22,545 34,810 57,355 5,394 21,776 27,170 27,939 56,585 84,525 3,176 87,701 2053 22,931 35,956 58,887 5,472 22,434 27,906 28,403 58,390 86,793 3,167 89,960 2054 23,311 37,105 60,416 5,550 23,112 28,661 28,861 60,217 89,078 3,158 92,236 2055 23,694 38,288 61,982 5,627 23,813 29,440 29,321 62,101 91,421 3,149 94,571 2056 24,069 39,526 63,594 5,709 24,531 30,240 29,778 64,057 93,835 3,140 96,975 2057 24,518 40,793 65,311 5,794 25,270 31,064 30,312 66,064 96,375 3,131 99,507 2058 24,898 42,115 67,013 5,876 26,036 31,912 30,775 68,151 98,925 3,122 102,048 2059 25,253 43,396 68,648 5,967 26,820 32,787 31,219 70,216 101,435 3,113 104,548 2060 25,638 44,772 70,409 6,075 27,612 33,687 31,713 72,383 104,096 3,103 107,199 2061 26,044 46,214 72,258 6,188 28,435 34,623 32,232 74,649 106,881 3,094 109,975 2062 26,476 47,738 74,214 6,301 29,278 35,579 32,777 77,016 109,793 3,084 112,877 2063 26,883 49,261 76,144 6,418 30,152 36,570 33,301 79,413 112,714 3,074 115,788 2064 27,259 50,762 78,021 6,537 31,053 37,590 33,797 81,815 115,611 3,065 118,676 2065 27,679 52,376 80,055 6,654 31,958 38,613 34,333 84,335 118,668 3,055 121,723 2066 28,104 54,039 82,143 6,777 32,910 39,688 34,882 86,950 121,831 3,046 124,877 2067 28,497 55,689 84,186 6,902 33,889 40,792 35,399 89,579 124,978 3,036 128,014 2068 28,937 57,465 86,402 7,027 34,882 41,909 35,964 92,347 128,311 3,027 131,338 604 Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study November 11, 2025 Page 7 Table 5 – Transaction and Revenue Forecast Comparison: 2025 T&R Update Study and Marshville Bypass Build Scenario Estimated Annual Transactions (000) Estimated Annual Collected Revenue ($000) Fiscal Year 2025 T&R Update Current Study Difference Percent Difference 2025 T&R Update Current Study Difference Percent Difference 2035 59,954 63,916 3,962 6.6%$48,451 $51,734 $3,282 6.8% 2036 60,715 68,712 7,997 13.2%49,861 56,657 6,797 13.6% 2037 61,491 69,563 8,072 13.1%51,319 58,342 7,023 13.7% 2038 62,282 70,430 8,148 13.1%52,828 60,008 7,180 13.6% 2039 63,090 71,315 8,225 13.0%54,390 61,737 7,347 13.5% 2040 63,913 72,217 8,304 13.0%56,006 63,659 7,653 13.7% 2041 64,693 73,083 8,391 13.0%57,634 65,533 7,899 13.7% 2042 65,425 73,910 8,486 13.0%59,270 67,342 8,072 13.6% 2043 66,167 74,749 8,582 13.0%60,957 69,287 8,330 13.7% 2044 66,920 75,599 8,679 13.0%62,696 71,302 8,606 13.7% 2045 67,683 76,462 8,778 13.0%64,490 73,352 8,862 13.7% 2046 68,346 77,211 8,864 13.0%66,229 75,320 9,090 13.7% 2047 68,907 77,844 8,937 13.0%67,909 77,246 9,337 13.7% 2048 69,474 78,484 9,010 13.0%69,636 79,225 9,589 13.8% 2049 70,049 79,133 9,085 13.0%71,413 81,280 9,867 13.8% 2050 70,630 79,790 9,160 13.0%73,240 83,355 10,115 13.8% 2051 71,210 80,445 9,235 13.0%75,105 85,456 10,351 13.8% 2052 71,789 81,099 9,310 13.0%77,009 87,701 10,692 13.9% 2053 72,375 81,761 9,386 13.0%78,968 89,960 10,992 13.9% 2054 72,969 82,431 9,463 13.0%80,983 92,236 11,253 13.9% 2055 73,570 83,110 9,541 13.0%83,055 94,571 11,516 13.9% 2056 74,179 83,798 9,619 13.0%85,187 96,975 11,788 13.8% 2057 74,795 84,494 9,699 13.0%87,380 99,507 12,127 13.9% 2058 75,420 85,200 9,780 13.0%89,636 102,048 12,412 13.8% 2059 76,021 85,879 9,858 13.0%91,826 104,548 12,722 13.9% 2060 76,617 86,552 9,936 13.0%94,149 107,199 13,050 13.9% 2061 77,220 87,234 10,014 13.0%96,581 109,975 13,394 13.9% 2062 77,830 87,923 10,093 13.0%99,123 112,877 13,753 13.9% 2063 78,448 88,622 10,174 13.0%101,674 115,788 14,114 13.9% 2064 79,074 89,329 10,255 13.0%104,204 118,676 14,472 13.9% 2065 79,707 90,045 10,337 13.0%106,873 121,723 14,849 13.9% 2066 80,349 90,769 10,421 13.0%109,637 124,877 15,240 13.9% 2067 80,998 91,503 10,505 13.0%112,385 128,014 15,629 13.9% 2068 81,655 92,245 10,591 13.0%115,297 131,338 16,041 13.9% 605 Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study November 11, 2025 Page 8 Traffic Impacts on US 74 in Marshville Upon the opening of the Marshville Bypass, traffic is expected to divert from the existing toll-free US 74 that runs through Marshville. Table 6 provides the estimated average weekday traffic by vehicle class for two locations on US 74 under the no-build and build conditions for model assignment years 2030 and 2040. Class 1 represents two-axle vehicles and Classes 2 & 3 represent vehicles with three-or-more axles. The table also includes the percent difference in traffic between the no-build and build conditions to illustrate the impact of the Marshville Bypass. Table 6 – Estimated US 74 Average Weekday Traffic Impacts by Vehicle Class, No-Build vs. Build Condition Model Impact to Year Location Vehicle Class No Build Build US 74 US 74 to N Elm St Class 1 27,900 19,100 -31.5% Classes 2&3 2,900 1,600 -44.8% Total 30,800 20,700 -32.8% N White St to Belk St Class 1 24,800 16,200 -34.7% Classes 2&3 3,000 1,700 -43.3% Total 27,800 17,900 -35.6% US 74 to N Elm St Class 1 30,500 21,000 -31.1% Classes 2&3 3,200 1,700 -46.9% Total 33,700 22,700 -32.6% N White St to Belk St Class 1 27,400 17,800 -35.0% Classes 2&3 3,300 1,800 -45.5% Total 30,700 19,600 -36.2% 2040 2030 606 Marshville Bypass Sketch-Level Traffic and Revenue Forecast Study November 11, 2025 Page 9 Disclaimer CDM Smith used currently-accepted professional practices and procedures in the development of the traffic and revenue estimates in this report. However, as with any forecast, it should be understood that differences between forecasted and actual results may occur, as caused by events and circumstances beyond the control of the forecasters. In formulating the estimates, CDM Smith reasonably relied upon the accuracy and completeness of information provided (both written and oral) by the NCTA. CDM Smith also relied upon the reasonable assurances of independent parties and is not aware of any material facts that would make such information misleading. CDM Smith made qualitative judgments related to several key variables in the development and analysis of the traffic and revenue estimates that must be considered as a whole; therefore, selecting portions of any individual result without consideration of the intent of the whole may create a misleading or incomplete view of the results and the underlying methodologies used to obtain the results. CDM Smith gives no opinion as to the value or merit of partial information extracted from this report. All estimates and projections reported herein are based on CDM Smith’s experience and judgment and on a review of information obtained from multiple agencies, including NCTA. These estimates and projections may not be indicative of actual or future values, and are therefore subject to substantial uncertainty. Certain variables such as future developments, economic cycles, pandemics, government actions, climate change related events, or impacts related to advances in automotive technology etc. cannot be predicted with certainty and may affect the estimates or projections expressed in this report, such that CDM Smith does not specifically guarantee or warrant any estimate or projection contained within this report. While CDM Smith believes that the projections and other forward-looking statements contained within the report are based on reasonable assumptions as of the date of the report, such forward-looking statements involve risks and uncertainties that may cause actual results to differ materially from the results predicted. Therefore, following the date of this report, CDM Smith will take no responsibility or assume any obligation to advise of changes that may affect its assumptions contained within the report, as they pertain to socioeconomic and demographic forecasts, proposed residential or commercial land use development projects and/or potential improvements to the regional transportation network. The report and its contents are intended solely for use by the NCTA and designated parties approved by NCTA and CDM Smith. Any use by third-parties, other than as noted above, is expressly prohibited. In addition, any publication of the report without the express written consent of CDM Smith is prohibited. CDM Smith is not, and has not been, a municipal advisor as defined in Federal law (the Dodd Frank Bill) to NCTA and does not owe a fiduciary duty pursuant to Section 15B of the Exchange Act to NCTA with respect to the information and material contained in this report. CDM Smith is not recommending and has not recommended any action to NCTA. NCTA should discuss the information and material contained in this report with any and all internal and external advisors that it deems appropriate before acting on this information. 607 I. Sources and Uses Sources Senior Lien Subordinated Trust Fund Toll Rev. Bonds Toll Rev. TIFIA Loan Funding Funding Gap Total Tax-Exempt Governmental Purpose Bonds Current Interest Bonds (Par)123,450,000 123,450,000 Capital Appreciation Bonds - Convertible Capital Appreciation Bonds (Par)- - +Premium/-Discount 4,524,931 4,524,931 Total Bond Proceeds 127,974,931 127,974,931 TIFIA Loan 196,991,754 196,991,754 Trust Fund Funding - Funding Gap - - 71,738,968 71,738,968 Total Sources 127,974,931 196,991,754 - 71,738,968 396,705,653 Uses Senior Lien Subordinated Trust Fund Toll Rev. Bonds Toll Rev. TIFIA Loan Funding Funding Gap Total Construction Cost*64,496,478 196,991,754 - 71,738,968 333,227,200 Capitalized Interest Fund - Toll Rev. Bonds 36,121,503 36,121,503 Debt Service Reserve Fund - Toll Rev. Bonds 8,888,159 8,888,159 Debt Service Reserve Fund - Toll Rev. TIFIA Loan*17,542,916 17,542,916 Underwriter's Discount 617,250 617,250 Cost of Issuance 308,625 308,625 Tolling Reserve - Additional Proceeds - - Total Uses 127,974,931 196,991,754 - 71,738,968 396,705,653 Check - - - - - TIFIA Loan Amount Estimate Total Construction Cost 333,227,200 Funding Gap ($YOE)$71,738,968 2030 Financing Cost PV Gap (2025$)$56,209,359 2025 Toll Revenue Bonds - Capitalized Interest Fund 36,121,503 Toll Revenue Bonds - Debt Service Reserve Fund 8,888,159 Toll Revenue Bonds - Cost of Issuance 308,625 Sub-total 45,318,287 Engineering and Prior Expenditures 23,478,500 Total Eligible Cost 402,023,987 % of Eligible Cost 49% Constraint - 49% Eligible Cost 196,991,754 Portion Requested 100% Requested TIFIA 196,991,754 *Under the current tax law, TIFIA DSRF may not be funded by TE Bonds proceeds. Model assumes a small taxable traunche of bonds is issued. Appendix B - Financial Model (Monroe Expressway System + Marshville Extension) 608 II. Toll Revenue Bonds Debt Service and Coverage Ratios Rate Covenant / Rate Coverage Test Marshville Marshville Project Fiscal (Senior Lien)Toll Revenue TIFIA Revenues Year Bonds Projected Projected Bonds TIFIA All-in Service Service Coverage (6/30)Net DS Debt Service Debt Service Coverage Coverage Coverage Coverage Coverage Ratio 2015 2016 - - 2017 (58,958) - - 2018 (117,916) - - 2019 (101,722) - - 7,261,270 1.13x 1.13x 2020 4,420,049 - - - 23,253,326 5.26x 5.26x 1.22x 5.26x 5.26x 3.13x 2.62x 2021 5,968,594 - 2,347,252 - 22,472,302 3.77x 2.70x 1.06x 3.77x 2.70x 3.15x 2.31x 2022 5,967,433 - 2,153,661 - 27,108,263 4.54x 3.34x 1.02x 4.54x 3.34x 3.17x 2.02x 2023 6,929,524 - 3,915,748 - 32,746,736 4.73x 3.02x 1.02x 4.73x 3.02x 3.19x 1.85x 2024 5,730,680 - 6,079,547 - 38,405,715 6.70x 3.25x 1.01x 6.70x 3.25x 3.23x 1.10x 2025 5,822,054 - 6,607,678 - 44,213,838 7.59x 3.56x 1.01x 7.59x 3.56x 3.25x 1.06x 2026 6,827,263 - 6,809,483 - 39,656,687 5.81x 2.91x 1.01x 5.81x 2.91x 3.24x 1.05x 2027 7,027,263 - 7,030,026 - 40,496,213 5.76x 2.88x 1.14x 5.76x 2.88x 3.26x 1.19x 2028 7,497,263 - 7,030,026 - 41,489,172 5.53x 2.86x 1.14x 5.53x 2.86x 3.28x 1.19x 2029 7,542,263 - 7,420,366 - 42,558,269 5.64x 2.84x 1.18x 5.64x 2.84x 3.30x 1.23x 2030 7,727,263 3,394,875 7,591,725 - 43,677,120 3.93x 2.33x 1.09x 5.65x 2.85x 3.32x 1.23x 2031 7,862,263 6,789,750 7,809,340 - 44,923,382 3.07x 2.00x 1.01x 5.71x 2.87x 3.34x 1.24x 2032 8,087,263 6,789,750 8,032,614 - 46,279,727 3.11x 2.02x 1.02x 5.72x 2.87x 3.36x 1.24x 2033 8,312,263 6,789,750 8,268,380 - 47,688,354 3.16x 2.04x 1.02x 5.74x 2.88x 3.37x 1.24x 2034 8,547,263 6,789,750 8,518,197 - 49,150,076 3.20x 2.06x 1.01x 5.75x 2.88x 3.39x 1.21x 2035 8,817,263 6,789,750 8,765,087 - 53,933,624 3.46x 2.21x 0.99x 6.12x 3.07x 3.41x 1.17x 2036 9,072,263 6,789,750 9,022,322 - 58,986,402 3.72x 2.37x 1.03x 6.50x 3.26x 3.41x 1.20x 2037 9,312,263 6,789,750 9,310,783 2,808,127 60,711,273 3.77x 2.15x 1.02x 6.52x 2.83x 3.40x 1.26x 2038 9,647,263 6,789,750 9,573,872 5,719,408 62,417,448 3.80x 1.97x 1.02x 6.47x 2.50x 3.38x 1.32x 2039 9,907,263 6,789,750 9,856,283 5,859,758 64,186,126 3.84x 1.98x 1.01x 6.48x 2.50x 3.36x 1.30x 2040 10,197,263 6,789,750 10,150,600 9,023,519 66,147,734 3.89x 1.83x 1.01x 6.49x 2.25x 3.34x 1.37x 2041 10,537,263 6,789,750 10,416,812 12,079,873 68,061,858 3.93x 1.71x 0.97x 6.46x 2.06x 3.30x 2.00x 2042 10,802,500 6,789,750 10,704,883 12,079,873 70,180,031 3.99x 1.74x 1.02x 6.50x 2.09x 3.26x 1.41x 2043 11,092,000 6,789,750 11,008,567 12,079,873 72,165,319 4.04x 1.76x 1.02x 6.51x 2.11x 3.26x 1.38x 2044 11,399,750 6,789,750 11,325,524 12,079,873 74,220,526 4.08x 1.78x 1.01x 6.51x 2.13x 3.26x 1.36x 2045 11,743,500 6,789,750 11,636,039 12,079,873 76,309,968 4.12x 1.81x 1.01x 6.50x 2.15x 3.26x 1.34x 2046 12,090,000 6,789,750 11,932,698 12,079,873 78,318,118 4.15x 1.83x 1.00x 6.48x 2.17x 3.26x 1.32x 2047 12,397,500 6,789,750 12,239,895 12,079,873 80,284,599 4.18x 1.85x 1.00x 6.48x 2.19x 3.26x 1.30x 2048 12,711,250 6,789,750 12,560,755 12,079,873 82,303,614 4.22x 1.86x 1.00x 6.47x 2.20x 3.26x 1.30x 2049 13,059,250 6,789,750 12,874,783 12,079,873 84,409,156 4.25x 1.88x 1.01x 6.46x 2.22x 3.26x 1.30x 2050 13,728,000 6,789,750 12,874,783 12,079,873 86,547,399 4.22x 1.90x 1.01x 6.30x 2.24x 3.25x 1.30x 2051 13,984,500 6,789,750 13,271,564 12,079,873 88,721,304 4.27x 1.92x 1.01x 6.34x 2.26x 3.26x 1.29x 2052 14,026,500 6,789,750 13,925,384 12,079,873 91,054,325 4.37x 1.94x 0.99x 6.49x 2.27x 3.29x 1.25x 2053 14,497,750 6,789,750 14,246,439 12,079,873 93,377,400 4.39x 1.96x 1.02x 6.44x 2.29x 3.34x 1.28x 2054 14,495,250 6,789,750 - 12,079,873 95,772,370 4.50x 2.87x 1.16x 6.61x 3.60x 0.00x 1.51x 2055 - 10,504,750 - 17,519,414 98,401,401 9.37x 3.51x 1.20x 5.62x 1.83x 2056 - 10,770,425 - 22,958,954 101,135,988 9.39x 3.00x 1.17x 4.41x 1.91x 2057 - 11,055,250 - 22,958,954 103,956,319 9.40x 3.06x 1.05x 4.53x 1.59x 2058 - 11,336,750 - 22,958,954 106,587,646 9.40x 3.11x 1.18x 4.64x 1.90x 2059 - 11,613,550 - 22,958,954 109,413,687 9.42x 3.16x 1.39x 4.77x 2.47x 2060 - 11,909,275 - 22,958,954 112,675,128 9.46x 3.23x 1.47x 4.91x 2.70x 2061 - 12,216,175 - 22,958,954 116,170,670 9.51x 3.30x 1.49x 5.06x 2.72x 2062 - 12,541,775 - 22,958,954 119,837,204 9.56x 3.38x 1.51x 5.22x 2.74x 2063 - 12,863,050 - 22,958,954 123,560,743 9.61x 3.45x 1.53x 5.38x 2.76x 2064 - 13,183,075 - 22,958,954 127,308,674 9.66x 3.52x 1.55x 5.55x 2.78x 2065 - 13,524,650 - 22,958,954 131,263,827 9.71x 3.60x 1.45x 5.72x 2.44x 2066 - 13,874,200 - 22,958,954 135,235,154 9.75x 3.67x 1.60x 5.89x 2.82x 2067 - 14,223,700 - 22,958,954 139,383,389 9.80x 3.75x 1.62x 6.07x 2.85x 2068 - 14,590,400 - 22,958,954 143,771,280 9.85x 3.83x 1.64x 6.26x 2.87x 2069 - 14,970,450 - 22,958,954 148,303,030 9.91x 3.91x 1.68x 6.46x 2.94x 2070 - - - 22,882,343 152,998,371 6.69x 2.07x 6.69x 2.99x 2071 - - - - 158,167,442 2.90x 2.90x 2072 - - - - 163,920,582 2.96x 2.96x 2073 - - - - 169,869,991 3.03x 3.03x 2074 - - - - 176,021,584 3.10x 3.10x 2075 - - - - 182,381,445 4.58x 4.58x Total 337,508,689 355,526,350 305,311,117 4,889,338,002 Minimum Coverage:3.07x 1.71x 0.97x 3.77x 2.06x 0.00x 1.85x 1.05x Average Coverage:5.94x 2.76x 1.36x 6.09x 3.58x 3.19x 2.20x 1.86x TIFIA Loan Rate Coverage Requirement:1.35x 1.25x 1.00x 1.35x 1.25x 1.30x 1.00x 1.00x Resolution Rate Covenant Requirement:1.35x 1.25x 1.00x 1.35x 1.25x n/a n/a n/a 1. Deposits are calculated net of amounts expected to be in the particular funds, included interest earnings and other amounts such as excess appropriation revenues. 2. Per Section 16(n)(iii) of the TIFIA Loan Agreement, balances in the Ramp-up Reserve shall be credited to the calculation to the extent necessary to comply with the ratios within the Rate Coverage Test for the five years following substantial completion. Deposits Req. in Sect. 8(d) (i) - (ix)1 w/o Ramp- Up w. Ramp-Up for 5 Yrs2 Senior Debt Total Debt TIFIA Loan Life (Projections excl. Excess Appr.) TIFIA Loan (Mandatory Payments) 2 of 5 Prepared by PFM as of 11/7/2025 609 IV. Toll Revenue Flow of Funds Assumes all Mandatory Operations & Maintenance O&M Expense Prefund/O&M R&R Net DS Debt Service Debt Service Debt Service Expense Earnings Adj.Reserve2 Deposit Debt Service 2011 26,929,079 26,929,079 26,929,079 26,929,079 2012 742,454 742,454 1,765 1,765 2013 803,881 803,881 2014 678,068 678,068 2015 692,046 692,046 2016 696,777 1,056,951 1,753,727 1,056,951 1,056,951 2017 696,223 183,891 880,113 (1,154,125)841,115 841,115 2018 710,134 367,782 1,077,916 (1,000,000)77,916 77,916 2019 6,516,170 723,600 21,500 7,261,270 (2,843,312)(1,177,893)(1,510,396)(984,568)745,101 745,101 2020 21,335,260 903,989 513,525 500,553 23,253,326 ($4,420,049)(9,502,204)(824,576)(4,272,211)4,234,287 4,234,287 2021 20,950,428 978,533 63,267 480,074 22,472,302 ($5,968,594)($2,528,795)(11,204,940)(238,603)(1,470,915)1,060,456 1,060,456 2022 27,023,684 65,433 17,915 66,664 27,173,697 (6,062,433)(2,298,064)(12,532,450)(1,254,082)(321,120)(4,395,177)310,370 310,370 2023 29,024,789 3,042,870 179,738 107,977 571,100 32,926,474 (6,929,524)(4,178,315)(14,716,742)529,918 (7,104,225)527,586 527,586 2024 34,490,420 3,041,104 181,583 86,287 787,904 38,587,298 (5,730,680)(5,914,750)(14,498,076)(1,864,768)322,656 (10,062,520)839,159 839,159 2025 41,483,938 2,032,652 90,208 95,559 601,689 44,304,046 (5,822,054)(6,528,936)(16,162,032)(1,722,265)(13,467,069)601,689 601,689 2026 38,520,747 1,448,500 255,487 268,374 612,079 41,105,187 (6,843,929)(6,809,483)(16,706,467)(8,745,307)2,000,000 2,000,000 2027 39,320,273 1,435,875 255,487 268,374 652,079 41,932,088 (7,066,429)(7,030,026)(16,523,254)(5,027,724)6,284,655 6,284,655 2028 40,187,539 1,434,375 255,487 268,374 777,772 42,923,547 (7,501,013)(7,030,026)(16,636,309)(5,224,978)6,531,222 6,531,222 2029 41,126,012 1,425,000 255,487 268,374 908,396 43,983,269 (7,557,679)(10,090,605)(16,844,569)(4,217,963)5,272,454 5,272,454 2030 42,139,414 1,419,250 255,487 268,374 1,013,845 45,096,370 (7,738,513)(10,090,605)(16,850,568)(4,629,638)5,787,047 5,787,047 2031 43,269,934 1,413,500 255,487 268,374 1,129,586 46,336,882 (7,881,013)(10,090,605)(17,012,268)(5,045,776)6,307,220 6,307,220 2032 44,500,135 1,399,125 255,487 268,374 1,255,731 47,678,852 (8,106,013)(10,090,387)(17,240,166)(5,441,016)6,801,270 6,801,270 2033 45,772,737 1,398,250 255,487 268,374 1,391,756 49,086,604 (8,331,846)(10,090,605)(17,496,127)(57,027)(5,852,456)7,258,543 7,258,543 2034 47,089,288 1,386,750 255,487 268,374 1,536,927 50,536,826 (8,569,763)(10,090,604)(17,806,250)(77,531)(7,035,104)6,957,574 6,957,574 2035 51,733,685 1,386,875 255,487 268,374 1,676,079 55,320,499 (8,838,513)(10,090,604)(21,584,039)(944,447)(7,403,672)6,459,224 6,459,224 2036 56,657,278 1,374,875 255,487 268,374 1,805,263 60,361,277 (9,092,263)(6,789,750)(10,090,386)(22,971,121)(346,770)(9,070,987)2,000,000 2,000,000 2037 58,342,149 1,363,125 255,487 268,374 1,845,263 62,074,398 (9,340,179)(6,789,750)(10,090,604)(2,808,127)(23,381,689)(102,642)(7,561,406)2,000,000 2,000,000 2038 60,008,324 1,353,625 255,487 268,374 1,885,263 63,771,073 (9,668,929)(6,789,750)(10,090,604)(5,719,408)(23,801,964)(105,069)(5,595,348)2,000,000 2,000,000 2039 61,737,002 1,343,250 255,487 268,374 1,925,263 65,529,376 (9,931,429)(6,789,750)(10,090,604)(5,859,758)(24,232,198)(107,558)(6,518,079)2,000,000 2,000,000 2040 63,658,610 1,334,375 255,487 268,374 1,965,263 67,482,109 (10,225,596)(6,789,750)(10,090,384)(9,023,519)(24,672,649)(110,113)(4,570,099)2,000,000 2,000,000 2041 65,532,734 17,529,250 255,487 268,374 2,005,263 85,591,108 (10,559,366)(6,789,750)(10,090,605)(12,079,873)(25,131,095)(114,612)(5,365,085)15,460,723 15,460,723 2042 67,341,693 255,487 268,374 2,314,477 70,180,031 (10,826,625)(6,789,750)(10,090,605)(12,079,873)(25,607,463)(119,092)(2,666,624)2,000,000 2,000,000 2043 69,286,981 255,487 268,374 2,354,477 72,165,319 (11,117,646)(6,789,750)(10,090,605)(12,079,873)(26,093,976)(121,628)(3,871,842)2,000,000 2,000,000 2044 71,302,188 255,487 268,374 2,394,477 74,220,526 (11,428,396)(6,789,750)(10,090,381)(12,079,873)(26,590,866)(124,222)(5,117,039)2,000,000 2,000,000 2045 73,351,630 255,487 268,374 2,434,477 76,309,968 (11,772,375)(6,789,750)(10,090,606)(12,079,873)(27,098,370)(126,876)(6,352,118)2,000,000 2,000,000 2046 75,319,779 255,487 268,374 2,474,477 78,318,118 (12,115,625)(6,789,750)(10,090,606)(12,079,873)(27,582,027)(120,914)(7,539,323)2,000,000 2,000,000 2047 77,246,261 255,487 268,374 2,514,477 80,284,599 (12,423,646)(6,789,750)(10,090,606)(12,079,873)(28,040,724)(114,674)(8,745,325)2,000,000 2,000,000 2048 79,225,275 255,487 268,374 2,554,477 82,303,614 (12,740,250)(6,789,750)(10,090,375)(12,079,873)(28,508,693)(116,992)(9,442,211)2,535,469 2,535,469 2049 81,280,109 255,487 268,374 2,605,187 84,409,156 (13,114,979)(6,789,750)(10,090,612)(12,079,873)(28,986,139)(119,361)(10,068,777)3,159,666 3,159,666 2050 83,355,158 255,487 268,374 2,668,380 86,547,399 (13,749,375)(6,789,750)(10,090,614)(12,079,873)(29,473,270)(121,783)(10,577,134)3,665,601 3,665,601 2051 85,455,751 255,487 268,374 2,741,692 88,721,304 (13,988,000)(6,789,750)(10,090,620)(12,079,873)(29,964,807)(122,884)(11,299,002)4,386,367 4,386,367 2052 87,701,045 255,487 268,374 2,829,420 91,054,325 (14,065,771)(6,789,750)(10,090,358)(12,079,873)(30,460,838)(124,008)(14,235,695)3,208,033 3,208,033 2053 89,959,959 255,487 268,374 2,893,580 93,377,400 (14,497,542)(6,789,750)(10,090,289)(12,079,873)(30,967,051)(126,553)(12,871,323)5,955,019 5,955,019 2054 92,235,829 255,487 268,374 3,012,681 95,772,370 (13,287,313)(6,789,750)(12,079,873)(31,483,676)(129,156)(17,298,448)14,704,154 14,704,154 2055 94,570,776 255,487 268,374 3,306,764 98,401,401 (10,504,750)(17,519,414)(32,010,946)(131,817)(21,720,463)16,514,011 16,514,011 2056 96,975,083 255,487 268,374 3,637,044 101,135,988 (10,770,425)(22,958,954)(32,549,098)(134,538)(20,279,083)14,443,890 14,443,890 2057 99,506,536 255,487 268,374 3,925,922 103,956,319 (11,055,250)(22,958,954)(33,098,376)(137,320)(32,202,364)4,504,055 4,504,055 2058 102,047,783 255,487 268,374 4,016,003 106,587,646 (11,336,750)(22,958,954)(33,659,031)(140,164)(22,208,738)16,284,009 16,284,009 2059 104,548,143 255,487 268,374 4,341,683 109,413,687 (11,613,550)(22,958,954)(34,223,238)(141,052)(9,964,558)30,512,333 30,512,333 2060 107,199,337 255,487 268,374 4,951,930 112,675,128 (11,909,275)(22,958,954)(34,795,501)(143,066)(6,865,084)36,003,247 36,003,247 2061 109,974,815 255,487 268,374 5,671,995 116,170,670 (12,216,175)(22,958,954)(35,379,554)(146,013)(7,229,020)38,240,953 38,240,953 2062 112,876,529 255,487 268,374 6,436,814 119,837,204 (12,541,775)(22,958,954)(35,975,660)(149,027)(7,612,824)40,598,964 40,598,964 2063 115,788,090 255,487 268,374 7,248,793 123,560,743 (12,863,050)(22,958,954)(36,584,090)(152,107)(8,002,212)43,000,329 43,000,329 2064 118,676,014 255,487 268,374 8,108,799 127,308,674 (13,183,075)(22,958,954)(37,205,120)(155,257)(8,393,075)45,413,193 45,413,193 2065 121,722,903 255,487 268,374 9,017,063 131,263,827 (13,524,650)(22,958,954)(37,839,031)(158,478)(15,907,287)40,875,426 40,875,426 2066 124,876,721 255,487 268,374 9,834,572 135,235,154 (13,874,200)(22,958,954)(38,486,114)(161,771)(9,223,761)50,530,354 50,530,354 2067 128,014,349 255,487 268,374 10,845,179 139,383,389 (14,223,700)(22,958,954)(39,146,665)(165,138)(9,659,721)53,229,211 53,229,211 2068 131,337,656 255,487 268,374 11,909,763 143,771,280 (14,590,400)(22,958,954)(39,820,985)(168,580)(10,123,918)56,108,443 56,108,443 2069 134,747,237 255,487 268,374 13,031,932 148,303,030 (14,970,450)(22,958,954)(39,820,985)(10,690,386)59,862,255 59,862,255 2070 138,245,333 255,487 268,374 14,229,177 152,998,371 (22,882,343)(39,820,985)(11,286,880)79,008,163 79,008,163 2071 141,834,241 255,487 268,374 15,809,340 158,167,442 (39,820,985)(14,793,307)103,553,150 103,553,150 2072 145,516,318 255,487 268,374 17,880,403 163,920,582 (39,820,985)(15,512,450)108,587,148 108,587,148 2073 149,293,983 255,487 268,374 20,052,146 169,869,991 (39,820,985)(16,256,126)113,792,880 113,792,880 2074 153,169,719 255,487 268,374 22,328,004 176,021,584 (39,820,985)(17,025,075)119,175,524 119,175,524 2075 157,146,070 255,487 268,374 24,711,514 182,381,445 (39,820,985)142,560,461 142,560,461 2076 161,225,649 255,487 268,374 27,562,724 189,312,233 (39,820,985)149,491,249 149,491,249 Total 4,762,775,494 81,117,411 13,546,791 15,144,775 308,043,657 5,181,685,078 (337,313,345)(318,182,725)(294,581,874)(554,356,150)(1,590,549,679)(9,364,406)(535,102,513) 1. Earnings from the Capitalized Interest and Debt Service Reserve Accounts for the Series 2010 Appropriation Bonds. 2. O&M Reserve Initial deposit made with transfer from the General Reserve Fund Pledged Account. FY 2019 Update Notes: Due to erroneous transfers/lack of transfers per the Trustee, certain amounts shown are based on best approximations and may be reconciled following corrective adjustments made to accounts in FY 2020. Projected Excess Appropriation; Trustee erroneously did not transfer excess funds to the Revenue Account. Corrective adjustments will be made by the Trustee in FY 2020 Actual earnings amoutns are shown though transfers to revenue fund were not made and amounts remained in respective accounts; Corrective adjustments made after FYE. Aggregate Revenue O&M and R&R Expenses and Reserve TIFIA Loan (Scheduled Payments) Excess Revenue after Prepayment Excess Revenue/ Shortfall Marshville TIFIA Loan Marshville Toll Revenue Debt Service Series 2016 Toll Revenue Bonds TIFIA Loan (Mandatory Payments)Fiscal Year (6/30)Toll Revenue Toll Rev. Bond DSRF Earnings TIFIA DSRF Earnings Surplus App Revenue Total Revenues Pledged Acct. Earnings Prior Bond Fund Int (a/o 9/30/2016)1 3 of 5 Prepared by PFM as of 11/7/2025 610 IV. Toll Revenue Flow of Funds 2011 24,085,760 24,085,760 - - - 2012 24,085,760 24,085,760 - - - 2013 24,085,760 139,894 24,225,654 - - - 2014 24,225,654 166,938 24,392,592 - - - 2015 24,392,592 120,334 24,512,926 - - - 2016 24,512,926 169,710 24,682,636 - - - 2017 841,115 25,000,000 25,841,115 24,682,636 (26,154,125)1,471,489 - 12,097,969 12,097,969 2018 25,841,115 77,916 25,919,031 12,097,969 61,626 12,159,595 2019 25,919,031 745,101 26,664,132 12,159,595 201,164 12,360,759 2020 26,664,132 4,234,287 500,553 (500,553)31,215,072 12,360,759 366,180 12,726,939 2021 31,215,072 4,889,842 17,220,223 480,074 (480,074)53,325,137 12,726,939 13,390,837 87,548 26,205,324 2022 53,325,137 310,370 66,664 (66,664)53,635,508 26,205,324 (3,968,063) 39,572 22,276,833 2023 53,635,508 527,586 571,100 (571,100)54,163,093 22,276,833 362,746 22,639,579 2024 54,163,093 839,159 (55,002,252)787,904 (787,904)55,002,252 55,002,252 22,639,579 501,333 23,140,912 2025 601,689 (601,689)55,002,252 601,689 (25,000,000) 601,689 (601,689)30,603,941 23,140,912 25,000,000 1,209,825 49,350,737 2026 2,000,000 (2,000,000)30,603,941 2,000,000 612,079 (612,079)32,603,941 49,350,737 987,015 50,337,752 2027 6,284,655 (6,284,655)32,603,941 6,284,655 652,079 (652,079)38,888,596 50,337,752 1,006,755 51,344,507 2028 6,531,222 (6,531,222)38,888,596 6,531,222 777,772 (777,772)45,419,818 51,344,507 1,026,890 52,371,397 2029 5,272,454 (5,272,454)45,419,818 5,272,454 908,396 (908,396)50,692,272 52,371,397 1,047,428 53,418,825 2030 5,787,047 (5,787,047)50,692,272 5,787,047 1,013,845 (1,013,845)56,479,319 53,418,825 1,068,377 54,487,202 2031 6,307,220 (6,307,220)56,479,319 6,307,220 1,129,586 (1,129,586)62,786,539 54,487,202 1,089,744 55,576,946 2032 6,801,270 (6,801,270)62,786,539 6,801,270 1,255,731 (1,255,731)69,587,809 55,576,946 1,111,539 56,688,485 2033 7,258,543 (7,258,543)69,587,809 7,258,543 1,391,756 (1,391,756)76,846,352 56,688,485 1,133,770 57,822,254 2034 6,957,574 (6,957,574)76,846,352 6,957,574 1,536,927 (1,536,927)83,803,926 57,822,254 1,156,445 58,978,699 2035 6,459,224 (6,459,224)83,803,926 6,459,224 1,676,079 (1,676,079)90,263,150 58,978,699 1,179,574 60,158,273 2036 2,000,000 (2,000,000)90,263,150 2,000,000 1,805,263 (1,805,263)92,263,150 60,158,273 1,203,165 61,361,439 2037 2,000,000 (2,000,000)92,263,150 2,000,000 1,845,263 (1,845,263)94,263,150 61,361,439 1,227,229 62,588,668 2038 2,000,000 (2,000,000)94,263,150 2,000,000 1,885,263 (1,885,263)96,263,150 62,588,668 1,251,773 63,840,441 2039 2,000,000 (2,000,000)96,263,150 2,000,000 1,925,263 (1,925,263)98,263,150 63,840,441 1,276,809 65,117,250 2040 2,000,000 (2,000,000)98,263,150 2,000,000 1,965,263 (1,965,263)100,263,150 65,117,250 1,302,345 66,419,595 2041 15,460,723 (15,460,723)100,263,150 15,460,723 2,005,263 (2,005,263)115,723,873 66,419,595 1,328,392 67,747,987 2042 2,000,000 (2,000,000)115,723,873 2,000,000 2,314,477 (2,314,477)117,723,873 67,747,987 1,354,960 69,102,947 2043 2,000,000 (2,000,000)117,723,873 2,000,000 2,354,477 (2,354,477)119,723,873 69,102,947 1,382,059 70,485,005 2044 2,000,000 (2,000,000)119,723,873 2,000,000 2,394,477 (2,394,477)121,723,873 70,485,005 1,409,700 71,894,706 2045 2,000,000 (2,000,000)121,723,873 2,000,000 2,434,477 (2,434,477)123,723,873 71,894,706 1,437,894 73,332,600 2046 2,000,000 (2,000,000)123,723,873 2,000,000 2,474,477 (2,474,477)125,723,873 73,332,600 1,466,652 74,799,252 2047 2,000,000 (2,000,000)125,723,873 2,000,000 2,514,477 (2,514,477)127,723,873 74,799,252 1,495,985 76,295,237 2048 2,535,469 (2,535,469)127,723,873 2,535,469 2,554,477 (2,554,477)130,259,342 76,295,237 1,525,905 77,821,141 2049 3,159,666 (3,159,666)130,259,342 3,159,666 2,605,187 (2,605,187)133,419,008 77,821,141 1,556,423 79,377,564 2050 3,665,601 (3,665,601)133,419,008 3,665,601 2,668,380 (2,668,380)137,084,608 79,377,564 1,587,551 80,965,116 2051 4,386,367 (4,386,367)137,084,608 4,386,367 2,741,692 (2,741,692)141,470,976 80,965,116 1,619,302 82,584,418 2052 3,208,033 (3,208,033)141,470,976 3,208,033 2,829,420 (2,829,420)144,679,009 82,584,418 (0)1,651,688 84,236,106 2053 5,955,019 (5,955,019)144,679,009 5,955,019 2,893,580 (2,893,580)150,634,028 84,236,106 1,684,722 85,920,828 2054 14,704,154 (14,704,154)150,634,028 14,704,154 3,012,681 (3,012,681)165,338,182 85,920,828 1,718,417 87,639,245 2055 16,514,011 (16,514,011)165,338,182 16,514,011 3,306,764 (3,306,764)181,852,194 87,639,245 1,752,785 89,392,030 2056 14,443,890 (14,443,890)181,852,194 14,443,890 3,637,044 (3,637,044)196,296,084 89,392,030 1,787,841 91,179,870 2057 4,504,055 (4,504,055)196,296,084 4,504,055 3,925,922 (3,925,922)200,800,139 91,179,870 (0)1,823,597 93,003,468 2058 16,284,009 (16,284,009)200,800,139 16,284,009 4,016,003 (4,016,003)217,084,148 93,003,468 1,860,069 94,863,537 2059 30,512,333 (30,512,333)217,084,148 30,512,333 4,341,683 (4,341,683)247,596,482 94,863,537 1,897,271 96,760,808 2060 36,003,247 (36,003,247)247,596,482 36,003,247 4,951,930 (4,951,930)283,599,728 96,760,808 1,935,216 98,696,024 2061 38,240,953 (38,240,953)283,599,728 38,240,953 5,671,995 (5,671,995)321,840,682 98,696,024 1,973,920 100,669,945 2062 40,598,964 (40,598,964)321,840,682 40,598,964 6,436,814 (6,436,814)362,439,646 100,669,945 2,013,399 102,683,343 2063 43,000,329 (43,000,329)362,439,646 43,000,329 7,248,793 (7,248,793)405,439,975 102,683,343 2,053,667 104,737,010 2064 45,413,193 (45,413,193)405,439,975 45,413,193 8,108,799 (8,108,799)450,853,167 104,737,010 2,094,740 106,831,750 2065 40,875,426 (40,875,426)450,853,167 40,875,426 9,017,063 (9,017,063)491,728,593 106,831,750 (0)2,136,635 108,968,385 2066 50,530,354 (50,530,354)491,728,593 50,530,354 9,834,572 (9,834,572)542,258,947 108,968,385 2,179,368 111,147,753 2067 53,229,211 (53,229,211)542,258,947 53,229,211 10,845,179 (10,845,179)595,488,158 111,147,753 2,222,955 113,370,708 2068 56,108,443 (56,108,443)595,488,158 56,108,443 11,909,763 (11,909,763)651,596,601 113,370,708 2,267,414 115,638,122 2069 59,862,255 (59,862,255)651,596,601 59,862,255 13,031,932 (13,031,932)711,458,856 115,638,122 2,312,762 117,950,885 2070 79,008,163 (79,008,163)711,458,856 79,008,163 14,229,177 (14,229,177)790,467,019 117,950,885 2,359,018 120,309,903 2071 103,553,150 (103,553,150)790,467,019 103,553,150 15,809,340 (15,809,340)894,020,169 120,309,903 2,406,198 122,716,101 2072 108,587,148 (108,587,148)894,020,169 108,587,148 17,880,403 (17,880,403)1,002,607,317 122,716,101 2,454,322 125,170,423 2073 113,792,880 (113,792,880)1,002,607,317 113,792,880 20,052,146 (20,052,146)1,116,400,197 125,170,423 2,503,408 127,673,831 2074 119,175,524 (119,175,524)1,116,400,197 119,175,524 22,328,004 (22,328,004)1,235,575,721 127,673,831 2,553,477 130,227,308 2075 142,560,461 (142,560,461)1,235,575,721 142,560,461 24,711,514 (24,711,514)1,378,136,181 130,227,308 2,604,546 132,831,854 2076 149,491,249 (149,491,249)1,378,136,181 149,491,249 27,562,724 (27,562,724)1,527,627,430 132,831,854 2,656,637 135,488,491 Total 1,510,090,554 (1,510,407,207)2,406,294 (2,406,294)1,576,713,190 (51,154,125)307,705,728 (305,637,363)34,422,774 101,065,717 3. Initial deposit of $25,000,000 made with transfer from the General Reserve Fund Pledged Account. 4. Transfers from the Pledged account to fund initial deposits in the O&M Reserve and Ramp-Up Reserve/Restricted Account 5. Debt Service payments on the Appropriation Bonds not covered by Appropriation Revenues and Subsidy payments due to sequestration. 7. Transfers out represent transfers to the R&R Fund to prefund future expenses. Interest Earnings6 Ending Balance Interest Earnings6 Beginning Balance Release to Revenue Fund Ending Balance Release to Revenue Fund Ending Balance Interest Earnings/Actu al True-Up Excess CF/ Dep.from Pledged Acct Ramp-Up Reserve/Restricted Account Pledged Account Beginning Balance Draw to Pay Prior Debt5 Excess Cash Flow / Actual True Up Transfers in/ (out)7 6. In FY 2017, prior to financial close, a portion of the earnings from the Appropriation Bond project funds and the 2010 Toll Revenue Bond project fund were transferred to the pledged account to fund various reserves and the remainder was transferred to the Unpledged Account. Fiscal Year (6/30) Beginning Balance General Reserve Unpledged Account Transfers at Fin. Close4 Transfers in/ (out)3 4 of 5 Prepared by PFM as of 11/7/2025 611 - 20 40 60 80 100 120 140 160 MillionsNet Senior Toll Revenue Bonds Debt Service Marshville Senior Lien Bonds Monroe TIFIA Payments Marshville TIFIA Debt Service O&M Costs O&M Reserve Deposits R&R Reserve Deposits Residual Revenues/(General Reserve Fund Draws) Marshville Bypass Construction Begins Monroe Expressway Debt Fully Repaid Marshville Bypass Construction Ends / Facility Open to Traffic Marshville Bypass Debt Fully Repaid 5 of 5 Prepared by PFM as of 11/7/2025 Financial Model (Monroe Expressway System + Marshville Extension) 612 Marshville Bypass Tolling Pre-Submittal Assessment (PSA) 1.Average travel time savings in 2050 a. Average peak travel time savings in 2050 is approximately 6 minutes. b.Peak travel time in 2050 using US 74 is approximately 11 minutes, compared to 5 minutes using the Marshville Bypass. This seems reasonable as Google Maps estimates peak travel time on US 74 today to fall within 9-12 minutes. 2.Percent diversion for Marshville Bypass 2050 a.65% of trips travel through Marshville in no build scenario and are eligible to divert if Bypass is built. b.Diversion i.Westbound Traffic 1.100% of eligible through trips and 5% of local trips use the Bypass if the facility is toll free. ii.Eastbound Traffic 1.From Monroe Expressway - 100% of eligible through trips and 9% of local trips use the Bypass if the facility is toll free. 2.From US 74 (west of Monroe Expressway - 75% of eligible through trips (48%) and 7% of local trips use the Bypass if the facility is toll free. c.Tolling the facility results in roughly 40% reduction of travel on the Bypass d.MRM22v1 toll rates for Marshville Bypass assume the same rates as the Monroe Expressway model pricing structure of $0.16/mile. e.Please note - the MRM22v1.0 diversion curve is approximately 10 years old. 3.Model needs to be run as a free facility. a.See table below. 4.Model numbers on each side of the bypass. a.See table and corresponding map below. Model Used: MRM22v1.0 •Recommended volume range for 2025 facility with no tolls : 15,000-19,000 •Recommended volume range for 2050 facility with no tolls : 19,000-23,500 Street ID Between 2019 Count* 2018 Volume 2025 Volume (No Build) 2050 Volume (No Build) 2025 Volume (No Toll) 2025 Volume (Toll)** 2050 Volume (No Toll) 2050 Volume (Toll)** US 74 1 East of Marshville Bypass External Station 19,980 20,000 21,000 26,500 21,500 21,500 27,000 27,000 2 West of Marshville Bypass Marshville 22,140 20,000 23,200 27,900 6,400 15,500 8,000 19,400 3 Marshville Monroe Bypass 25,900 20,000 27,200 33,300 11,400 22,600 14,400 28,300 Marshville Bypass 4 US 74 Marshville Interchange 15,100 6,000 19,000 7,600 5 Marshville Interchange US 74/Monroe Bypass 18,600 7,400 23,200 9,300 Monroe Expressway 6 US 74 10,260 13,000 11,000 13,200 11,000 11,000 13,200 13,200 *2019 NCDOT adjusted AAWT. **Toll rate used in MRM22v1.0 for Monroe Expressway $0.16/mile. Appendix C - Pre-Submittal Assessment Results 613 1 2 3 4 5 6 614 615 Marshville Bypass Tolling Proposal May 18, 2026 616 Project •Scope: 5-mile, controlled access four-lane facility •Cost: $287 million in 2025 dollars •Access: Interchange at either end of bypass, as well as at Landsford Road 3617 History •1984: Union County Thoroughfare Plan envisioned Monroe Bypass extending east of Marshville •2003: Union County to Rockingham corridor study identifies Marshville Bypass as needed project •2009: Included in Marshville Comprehensive Transportation Plan •2017: Marshville Town Board unanimously passed a resolution requesting removal of the Marshville Bypass of US 74 from the Charlotte Regional Transportation Planning Organization’s (CRTPO) adopted Comprehensive Transportation Plan (CTP) since it would not be funded or built for many years •2018: Marshville US 74 Corridor Study confirmed Marshville support for bypass, but proposed tolling to reduce economic impact on the Town •2021: Union County and Marshville pass resolutions request toll study of bypass •2021: Union County adopts comprehensive plan identifying US 74 as future interstate •2021 and 2025: bypass submitted for prioritization in CRTPO Metropolitan Transportation Plans (MTPs) – project did not score high enough to be included in fiscally-constrained lists •2025: NCDOT and NC Turnpike Authority complete tolling analysis 4618 Tolling Scenario •Stand-alone facility versus part of Monroe Expressway •Recommendation is as part of Expressway•Tolls can pay for approximately ¾ of cost of project •Same toll rates as Expressway •Managed by NC Turnpike Authority •Not a PPP project like I-77 •Existing tolls on Expressway would be extended to 2070•Currently expire in 2054•Tolls for entire corridor would help pay for Marshville portion•2070 (40 years) is practical limit for new bonds •Official roadway alignment would be determined after project is funded, such as for the Wadesboro bypass project 5619 Local Impacts of a Bypass •1/3 of total existing US 74 traffic diverted onto Bypass •Almost half of commercial truck traffic diverted onto Bypass •Map below shows 2025 weekday traffic flows for all vehicles using US 74 through Marshville •Approximately $100 million in bonus allocation money available to Marshville and Union County to apply to transportation projects due to using tolling to increasing transportation revenue 6620 Monroe Expressway Impacted US 74 Volumes (Bold Means After Expressway Opening) 2002 AADT: 15,000 2008 AADT: 14,000 2017 AADT: 15,0002019 AADT: 18,5002021 AADT: 19,0002024 AADT: 19,500 2002 AADT: 16,000 2008 AADT: 14,000 2017 AADT: 18,0002019 AADT: 20,500 2021 AADT: 12,0002024 AADT: 19,500 2002 AADT: 21,000 2008 AADT: 19,000 2017 AADT: 21,000 2019 AADT: 25,5002021 AADT: 27,0002024 AADT: 24,500 2002 AADT: 22,000 2008 AADT: 19,000 2017 AADT: 20,000 2019 AADT: 30,0002021 AADT: 26,5002024 AADT: 28,500 2002 AADT: 22,000 2008 AADT: 20,000 2017 AADT: 21,000 2019 AADT: 18,0002021 AADT: 15,0002024 AADT: 16,000 2002 AADT: 29,000 2009 AADT: 27,000 2017 AADT: 32,0002019 AADT: 27,0002021 AADT: 24,500 2024 AADT: 28,000 2018 AADT: 9,3002022 AADT: 11,500 2024 AADT: 11,500 621 Implementation Timeline •Spring-Summer 2026: Marshville and Union County consider supporting tolling proposal •Fall 2026: Present to CRTPO and request endorsing as toll project and eligibility to submit to NCDOT prioritization process in 2027 •Summer 2027: Submit for evaluation in STIP •Summer 2028: Included in Statewide Tier of STIP funding •Summer 2029: STIP adopted and 2055 MTP amended to include project •2029-2040: Project study, design and construction 8622 Marshville Coordination •Presented to their council May 4, 2026 •Mayor and council expressed no concerns with proposed meeting and understood need for project •Authorized their town manager to coordinate a joint Town – County meeting 9623 Action Requested •Questions and feedback 10624 Questions? 625 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-242 Agenda Date:5/18/2026 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 4. Centralina Workforce Development Board 5. Consolidated Human Services Board FINANCIAL IMPACT: None Union County, NC Printed on 5/5/2026Page 1 of 1 powered by Legistar™626 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-291 Agenda Date:5/18/2026 TITLE:..title Reappointments to the Consolidated Human Services Board (CHSB) INFORMATION CONTACT: Janet Payne, Human Services Agency, Executive Director, 704-296-4348 ACTION REQUESTED: Consider reappointments of members to the CHSB from applications received. 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. Ten positions are filled and there are 9 vacancies including: ·Consumer of Human Services (4) ·Dentist (1) ·Other Person (1) ·Pharmacist (1) ·Physician-Psychiatrist (1) ·Registered Nurse (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/boards-committees> At its March 9, 2026 meeting, the CHSB reviewed applications and voted unanimously to recommend that the Board of County Commissioners reappoint the following people to the CHSB: ·Ms. Amy Dickey is eligible for reappointment to fill the “Consumer of Human Services” position. Ms. Dickey is currently serving as the 2026 CHSB Chair. ·Ms. Brandi Smith is eligible for reappointment to fill the “Other Person” position. Ms. Smith is currently serving as the 2026 CHSB Vice-Chair. Copies of the recommended applications are included for the BoCC’s review and consideration. Union County, NC Printed on 5/8/2026Page 1 of 2 powered by Legistar™627 File #:26-291 Agenda Date:5/18/2026 FINANCIAL IMPACT: Up to $200 per year per CHSB member (@$20 meeting x 10 meetings a year) Union County, NC Printed on 5/8/2026Page 2 of 2 powered by Legistar™628 Revised 1/31/2022 Page 1 APPLICATION TO SERVE ON APPOINTED BOARDS COMMITTEES OR COMMISSIONS BOARD: Consolidated Human Services Board (CHSB) Union County NAME: Amy Dickey ADDRESS: 452 Kensington Park Way, Waxhaw NC 28173 TOWNSHIP: Waxhaw YEARS IN UNION COUNTY 22 TELEPHONE: (Home) 704-281-0493 (Office) (Fax) E-mail Address: AmyDickeyCFPS@gmail.com EDUCATION: University of South Carolina Upstate, Bachelor of Arts Florida State University, Professional Certification in Trauma and Resilience (Levels I & II) North Carolina AHEC, Certificate in Trauma and Resilience (Specialization in Racial Trauma) OCCUPATION: P.A.V.E. Solutions, LLC, Founder and Principal Consultant 2024 – Present Provide consulting, training, and advocacy support to families, school systems, and family serving organizations across North Carolina. Design and deliver training on trauma informed practice, disability rights, special education law, family voice, and systems navigation. CenterED Resources Consultant and ALP-NC Cohort Facilitator and Learning Team Leader, and ALP Alumni Network Facilitator 2023 – Present Education Advocate and Family Mentor (Independent Practice) 2017 – Present Provide direct advocacy and coaching to families navigating IEPs, 504 plans, mediation, ESY, placement, and cross system coordination. UNCG Center for Youth Family and Community Partnerships:Trainer. 2024- Present UNC-CH BHS and CWCN. Speaker and Trainer 2025-Present Mental Health America of Central Carolinas 2020 – 2024 Family Partner and Advocacy Specialist 629 Revised 1/31/2022 Page 2 Please list civic and fraternal organizations in which you participate in Union County. Union County Consolidated Human Services Board Healthy Union Advisory Coalition – Co President NAMI Union – Board President, Educator, and Group Facilitator Please explain your interest in serving on the above named board: I am deeply committed to strengthening behavioral health, mental health, public health, education, and developmental disability, services for individuals and families in Union County. Serving on the Consolidated Human Services Board has provided an opportunity to elevate family voice, I work to encourage transparency, and meaningful community engagement to improve coordination across agencies. I value the opportunity to continue contributing in support of the board’s mission and the well being of Union County residents Any other comments: Have you ever been convicted of a felony? no Date: 3/4/26 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: 630 Revised 1/31/2022 Page 1 APPLICATION TO SERVE ON APPOINTED BOARDS COMMITTEES OR COMMISSIONS BOARD: CHHS NAME: Brandi J Smith ADDRESS: 7800 Montane Run Ct Waxhaw, NC 28173 TOWNSHIP: Waxhaw YEARS IN UNION COUNTY 16 TELEPHONE: (Home) 504-913-7048 (Office) (Fax) E-mail Address: bsmith1982@gmail.com EDUCATION: List Schools, dates attended, Degrees obtained Western Governor’s University – 2026- obtaining a Master’s Degree in Nursing Education Western Governor’s University- BSN South Piedmont C.C. – ADN (Associate Degree of Nursing) John Ehret H.S. – Diploma, 2000 OCCUPATION: Past 3 and current employers and positions held South Piedmont Community College- Adjunct Teacher Atrium Health- ICU/ER RN 631 Revised 1/31/2022 Page 2 Please list civic and fraternal organizations in which you participate in Union County. Please explain your interest in serving on the above named board: I want to continue serving on the Union County Consolidated Health and Human Services Board because I believe strong communities are built on accessible healthcare, responsive social services, and responsible governance. In this role, I have the opportunity to help guide public health initiatives, support vulnerable families, and ensure taxpayer resources are used effectively and transparently. My background as an ICU nurse gives me firsthand insight into the real-world impact of health policy decisions, and I value being a voice for both frontline professionals and the families we serve. Continuing this service allows me to advocate for data-driven solutions, strengthen community partnerships, and contribute to the long-term well-being of Union County residents. Any other comments: Have you ever been convicted of a felony? No 632 Revised 1/31/2022 Page 3 Date: March 3, 2026 Signature: Brandi J Smith 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: 633