Chair & Vice Chair Review Draft Agenda Package 1-Jun-26Monday, June 1, 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 June 1, 2026
Closed Session - 5:15 PM
Opening of Meeting - 6:00 PM
Invocation - Vice Chair Christina Helms
Pledge of Allegiance
Informal Comments
Public Hearing(s)
Public Hearing - County Manager’s Proposed Fiscal Year 2027
Budget
26-317
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Hold a Public Hearing.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes, Union County is
required to present and hold a public hearing on the proposed budget for
the upcoming fiscal year. The County Manager will present the
recommended Fiscal Year 2026-2027 Operating and Capital Budget that
outlines the County’s financial plan for delivering essential services,
funding infrastructure needs, and supporting community priorities.
The budget reflects a commitment to responsible fiscal management,
strategic investment, and maintaining high-quality service delivery across
all departments. The public hearing provides an opportunity for residents,
stakeholders, and elected officials to review and provide feedback on the
proposed plan prior to its adoption.
FINANCIAL IMPACT:
None.
Staff Recognition
GFOA Distinguished Budget Award26-244
INFORMATION CONTACT:
Jason May, Budget and Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Recognize the Union County Budget Management team for receiving the
Government Finance Officers Association’s (GFOA) Distinguished Budget
Presentation Award.
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Board of Commissioners Meeting Agenda June 1, 2026
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Government Finance Officers Association of the United States and
Canada has announced that Union County has received the GFOA’s
Distinguished Budget Presentation Award for its FY2026 budget.
In order to receive this award, Union County had to satisfy nationally
recognized guidelines for effective budget presentation. These guidelines
are designed to assess how well an entity’s budget serves as a policy
document, financial plan, operations guide, and communications device.
Budget documents must be rated “proficient” in all four categories, and
the fourteen mandatory criteria within those categories, to receive the
award. This is the thirteenth consecutive year the Union County Budget
Management department has received this award.
FINANCIAL IMPACT:
None.
Recognize 2026 Bobby Cobb Award Recipient26-274
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Recognize Program Manager for the Behavioral Health Collaborative,
Christina Neal, as this year’s Bobby Cobb Award Recipient.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County's Program Manager for the Behavioral Health
Collaborative, Christina Neal, has received the 2026 Bobby Cobb Award,
presented annually to employees who make a meaningful impact across
departments or community groups. Neal’s leadership in launching
cross-departmental mental health initiatives and establishing partnerships
with local organizations exemplifies the spirit of the award through her
dedication to improving services for Union County residents.
Over the past eight years, Neal has played a pivotal role in building the
county’s Behavioral Health Collaborative, transforming it from an initial
concept into a comprehensive program that supports students and
families. The Collaborative, developed in partnership with Union County
Public Schools (UCPS), expands access to behavioral health resources
and creates a coordinated system of care for young people.
Neal’s influence extends beyond program development. As a dedicated
leader, she has organized ongoing professional development for her
team of social workers and behavioral health professionals, improved
crisis response protocols, and ensured staff are equipped with tools and
resources for success, frequently stepping in to support her team during
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Board of Commissioners Meeting Agenda June 1, 2026
challenging situations.
The Bobby Cobb Award was established in 2022 in memory of Bobby
Cobb, a dedicated Public Health employee who served Union County for
many years. Cobb was crucial in supporting the County through the
COVID-19 pandemic, acting as the primary point of contact for all county
employees. He provided essential guidance, resources and information to
every department. His unwavering commitment to public service had a
lasting impact on Union County. This award continues to honor his legacy
by recognizing employees who demonstrate exceptional dedication and
service.
FINANCIAL IMPACT:
None.
Recognize Lifesaver Award Recipient26-316
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Recognize Union County 4-H Agent Autumn Baucom for heroic actions to
help save a six-month-old baby.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County 4-H Agent Autumn Baucom has received the County's
Lifesaver Award for her quick thinking and decisive action that helped
save the life of a six-month-old child. On Saturday, April 18, Baucom was
arriving at a local park when she heard a baby crying from a nearby
parked vehicle. Upon closer inspection, she saw an infant alone inside
the locked car with no adult in sight.
Rather than assuming a caregiver would return shortly, Baucom took
immediate action. She remained at the vehicle, scanning the area for a
parent or guardian. After waiting and seeing no one return, she called
911. First responders arrived and safely rescued the baby from the locked
vehicle. With outdoor temperatures in the 80s that day, officials noted the
temperature inside the vehicle could have risen significantly higher in a
matter of minutes - creating a dangerous and potentially life-threatening
situation.
Baucom stayed on site to assist emergency responders and provide
information while EMS evaluated the child. In recognition of her actions,
County leadership surprised Baucom with the Lifesaver Award on May 11
during a team meeting. The Lifesaver Award honors employees whose
actions directly contribute to saving a life.
FINANCIAL IMPACT:
None.
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Board of Commissioners Meeting Agenda June 1, 2026
Consent Agenda
FY2027 Catawba River Water Treatment Plant Budget26-301
INFORMATION CONTACT:
Hyong Yi, Union County Water, Administrator, 704-296-4212
ACTION REQUESTED:
Approve annual Catawba River Water Treatment Plant (CRWTP) Budget
for FY2027.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Section 3.10 of the Catawba River Water Supply Project (CRWSP) Joint
Venture Agreement requires the annual budget to be approved by the
Union County Board of County Commissioners. The annual budget is
developed based on projected water demand from Lancaster Water and
Sewer District and Union County Water and the cost for chemicals,
equipment, and labor. These costs are then apportioned to the Lancaster
Water and Sewer District or Union County based on our water demand.
The budget is approved by the governing board for the CRWSP before it
is sent to the two owners for their approval per Section 3.10 of the joint
venture agreement.
For FY2027, the budget is projected to increase by $629,625 from $8.04
million to $8.67 million. Significant increases include: the cost of
chemicals ($125,000), maintenance ($245,000), and labor expense
($244,500). A copy of the FY2027 budget breakdown for the CRWSP is
attached.
FINANCIAL IMPACT:
Union County Water budgets each year to purchase water from the
CRWSP based on the budget proposed by CRWSP.
Contract - Biosolids Master Plan26-294
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 Black & Veatch International Company 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 (UCW)
includes an annual allocation for Water Reclamation Facility (WRF)
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Board of Commissioners Meeting Agenda June 1, 2026
rehabilitation. The Biosolids Master Plan is necessary to develop a
long-term, sustainable strategy for managing the biosolids generated at
UCW’s five WRFs.
Black & Veatch International Company has been selected to provide
engineering services for Task Order 10021-01: Biosolids Master Plan.
Black & Veatch International Company 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 10021-01 with Black & Veatch International
Company is $1,229,500.00. Sufficient funds are available within the
adopted capital account 60185101 - WRF Biosolids Master Plan.
Contract - Task Order Amendment to 12-Mile Site 5 Sub-Metering
Task Order
26-300
INFORMATION CONTACT:
Christopher Clark, Union County Water, Director of Water and
Wastewater Operations, 704-296-4215
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
with Gavel and Dorn Engineering, PLLC, 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:
Pursuant to past flow metering having been performed in the 12-Mile
Creek drainage basin under a previous contract, this task order will
further refine our evaluation of “Site 5” as it exhibited significant amounts
of rainfall induced inflow and infiltration. Under the original Task Order,
Gavel and Dorn Engineering, PLLC, installed seventeen (17) flow meters
and two (2) rain gauges within the Site 5 basin along with two (2) flow
meters and one (1) rain gauge in the Poplin Pump Station basin. Due to a
lack of rain events resulting in an extended duration of flow monitoring,
additional funding is needed to complete our study of this basin.
FINANCIAL IMPACT:
The cost for this amended task order is $188,750. Funding is available in
the adopted FY2026 budget appropriation in budget code
60026510-5381.
Resolution for Dedication of a General Public Utility Easement for
the City of Monroe on Union County Property
26-304
INFORMATION CONTACT:
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Board of Commissioners Meeting Agenda June 1, 2026
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Adopt resolution dedicating a general public utility easement on the
property of Union County for the benefit of the City of Monroe.
PRIOR BOARD ACTIONS:
1) November 18, 2019, Regular Meeting, Agenda Item #5 - Approved WK
Dickson & Co., Inc. Task Order 2017-09 for engineering design services.
2) May 05, 2021, Regular Meeting, Agenda Item #10 - Approved WK
Dickson & Co., Inc. Task Order 2017-09 Amendment 01 for engineering
design services.
3) August 01, 2022, Regular Meeting, Agenda Item #22-491 - Approved
WK Dickson & Co., Inc. Task Order 2017-09 Amendment 03 for
engineering design services.
4) October 16, 2023, Regular Meeting, Agenda Item #23-707 - Approved
RH Price, Inc. bid award, approved WK Dickson & Co., Inc. Task Order
2021-11 for construction services, and approved Capital Project
Ordinance No. 360 for construction funding.
BACKGROUND:
The City of Monroe requests that Union County adopt a resolution for
dedication of a general public utility easement for the maintenance of the
newly installed Piedmont Innovation Park gravity sewer.
FINANCIAL IMPACT:
None.
Amendments to Chapter 20 of the Union County Code26-262
INFORMATION CONTACT:
Jon Williams, Fire Marshal’s Office, Fire Marshal, 704-296-4296
ACTION REQUESTED:
Adopt ordinance to amend Chapter 20 of the Union County Code.
PRIOR BOARD ACTIONS:
Board of County Commissioners passed and approved a fire code
ordinance on February 1st, 1993.
BACKGROUND:
Our current ordinance was enacted in February of 1993. The revised
ordinance reflects updated civil penalties and revisions to the issuance of
permits for pyrotechnics. The revised ordinance also requests that the
North Carolina Building Code Council grant our request that a mandatory
permit be issued for mobile food preparation vehicles, more stringent
requirements for combustible landscaping materials and gates and
adoption of Appendices B, C, and D. These appendices are as follows:
Fire-flow Requirements for Buildings, Fire Hydrant Locations &
Distribution, and Fire Apparatus Access Roads.
FINANCIAL IMPACT:
None.
Appointment of Deputy Finance Officer26-285
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Board of Commissioners Meeting Agenda June 1, 2026
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Appoint Aries Tanggani, Accountant, to serve as a “Deputy Finance
Officer” in order to pre-audit obligations.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
G.S. 159-8 directs that no county "may expend any moneys…except in
accordance with a budget ordinance or project ordinance."
The pre-auditing of obligations, required by G.S. 159-28(a), is a principal
legal mechanism for assuring compliance with the budget ordinance and
each project ordinance. The pre-audit rule provides that no obligation may
be incurred in an activity accounted for in a fund project ordinance unless
two requirements are met. First, the obligation must be authorized; that is,
one of the ordinances must contain an appropriation to cover it. Second,
the authorization must not be exhausted; sufficient unspent and
unencumbered funds must remain in the appropriation to meet the
obligation when it comes due. Only if both requirements are met is the
obligation validly incurred.
Completion of this two-stage review is evidenced by placing the finance
officer's certificate on the obligations. Having the deputy finance officer
authorized to pre-audit obligations is important and such delegation will
occur only with the approval of the County's finance officer and only when
adequate internal controls are built into the payment procedures that are
used.
FINANCIAL IMPACT:
None.
NC Department of Public Safety - Juvenile Crime Prevention Council
Funding FY 2026
26-322
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Approve revised County Funding Allocation Plan FY 2025-2026, 2)
authorize the Finance Director to approve the funding plan, grant
agreements and documents related to such grant agreements during their
terms, and 3) adopt Budget Amendment #24.
PRIOR BOARD ACTIONS:
1) June 16, 2025, Regular Meeting, Agenda Item 25-383 - Approved
County Funding Plan for FY 2025-2026, Authorized the Finance Director
to approve the grant agreements and documents related to such grant
agreements during their term, and authorized the County Manager to
appropriate JCPC Funding as approved in the funding plan by a County
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Board of Commissioners Meeting Agenda June 1, 2026
Manager’s Budget Amendment in FY 2026.
2) May 4, 2026, Regular Meeting, Agenda Item 26-244 - Approved
Discretionary Award for FY 2025-2026, authorized the Finance Director to
approve an updated funding plan, grant agreements and documents
related to these additional funds during their terms, and approved Budget
Amendment #22.
BACKGROUND:
The Juvenile Crime Prevention Council (JCPC) is a Board appointed by
Commissioners, as defined by State Statutes. The JCPC provides
funding and monitors Community Based alternatives to juvenile
incarceration and provides funding for substance abuse prevention
strategies and programs.
Funding for JCPC programs is generally adopted in the State Budget and
assigned to County programs by a formula grant. Normally, a county
JCPC approves a budget for the upcoming fiscal year, which is then
submitted to the North Carolina Department of Public Safety Juvenile
Justice and Delinquency Prevention (the DJJ). The attached revised
funding plan was developed and approved by the JCPC Board and
represents the Board's plan for how the funds will be spent for the
2025-2026 fiscal year.
The JCPC budget is normally approved as a "pass-through" line-item in
the County budget, meaning that the amount approved by the State is
received by the County and then used for the JCPC program.
Union County has not approved JCPC programs in line-item detail in the
past; rather, the JCPC Board normally negotiates, approves, and
monitors line-item detail within the amount of funds allocated to the
program, and provides a recommended budget to Commissioners.
FINANCIAL IMPACT:
None.
Compensation Adjustment for the Clerk to the Board26-303
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
Authorize the BOCC Chairman to take administrative action as necessary
to provide an annual increase in compensation of $9,605.12 to the Clerk
to the Board, retroactive to January 1, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Pursuant to G.S. 153A-92(a), the Board of County Commissioners is
charged with the responsibility of determining the compensation of all
county officers and employees, including the appointed position of the
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Board of Commissioners Meeting Agenda June 1, 2026
Clerk to the Board.
FINANCIAL IMPACT:
No additional funding required. Sufficient funding is available in the
FY2026 budget.
Compensation Adjustment for the County Manager26-305
INFORMATION CONTACT:
Julie Broome, Human Resources, Human Resources Director,
704-283-3869
ACTION REQUESTED:
Authorize the BOCC Chairman to take administrative action necessary to
provide an annual increase in compensation of $7,046.88 to the County
Manager retroactive to January 1, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Pursuant to G.S. 153A-92(a), the Board of County Commissioners is
charged with the responsibility of determining the compensation of all
county officers and employees, including the appointed position of the
County Manager.
FINANCIAL IMPACT:
No additional funding required. Sufficient funding is included in the
FY2026 budget.
Compensation Adjustment for the County Attorney26-306
INFORMATION CONTACT:
Julie Broome, Human Resources, Human Resources Director,
704-283-3869
ACTION REQUESTED:
Authorize the BOCC Chairman to take administrative action necessary to
provide an annual increase in compensation of $7,046.88 to the County
Attorney, retroactive to January 1, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Pursuant to G.S. 153A-92(a), the Board of County Commissioners is
charged with the responsibility of determining the compensation of all
county officers and employees, including the appointed position of the
County Attorney.
FINANCIAL IMPACT:
No additional funding required. Sufficient funding is included in the
FY2026 budget.
Union County CDBG 2026-2030 Consolidated Plan and 2026 Annual
Action Plan
26-310
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Board of Commissioners Meeting Agenda June 1, 2026
INFORMATION CONTACT:
Monica Culbreath, County Manager’s Office, Grant Specialist,
704-283-3580
ACTION REQUESTED:
1) Adopt the Union County 2026-2030 Consolidated Plan and the 2026
Annual Action Plan; 2) authorize the County Manager to execute the
required submittal documents to the U.S. Department of Housing and
Urban Development (HUD); and 3) authorize the County Manager to
negotiate and execute agreements with Community Development Block
Grant (CDBG) subrecipients substantially consistent with this agenda
item.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County became a HUD Entitlement Community in 2016 and began
receiving annual Community Development Block Grant (CDBG) funding
on July 1, 2016. The purpose of the CDBG program is to develop viable
communities by providing decent housing, a suitable living environment,
and expanded economic opportunities principally for low- and
moderate-income persons. Eligible activities include housing
rehabilitation, public services, public facilities and infrastructure
improvements, economic development, planning, and administration.
As required by HUD, entitlement communities must prepare and submit a
five-year Consolidated Plan that identifies community needs, establishes
priorities, and outlines a strategic plan for the use of federal housing and
community development funds. The 2026-2030 Consolidated Plan serves
as Union County’s strategic planning document for the upcoming
five-year period.
Additionally, HUD requires the submission of an Annual Action Plan each
program year to identify the specific projects and funding allocations
proposed for that year. The 2026 Annual Action Plan represents the first
program year of the 2026-2030 Consolidated Plan and covers the period
beginning July 1, 2026, and ending June 30, 2027.
The County conducted the required citizen participation process,
including public notices and public hearings, to obtain community input
regarding housing, community development, and public service needs
prior to preparation of the plans.
FINANCIAL IMPACT:
The requested amount for the 2026 Annual Action Plan is $843,937.00.
This amount represents the total allocation Union County is eligible to
receive from HUD for the FY2026-2027 program year.
Minutes for Approval26-308
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Board of Commissioners Meeting Agenda June 1, 2026
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been sent to the Commissioners for review.
FINANCIAL IMPACT:
None
Information Only
Human Resources Reports for April 202626-293
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These reports include all new hires, separations from service, and
retirements for Union County Local Government for the month of April
2026.
FINANCIAL IMPACT:
None.
Tax Refunds, Releases and Prorations Approved by Finance Officer26-297
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a
Resolution Delegating Authority for Tax Releases and Refunds of less
than $100 to Union County's Finance Officer. The resolution and NC GS
105-381(b) require such refunds to be reported to the Board regarding
actions taken on requests for releases or refunds. All such actions shall
be recorded in the Board's minutes. NC GS 105-330.6 authorizes the tax
collector to direct an order for a tax refund of prorated taxes to the county
finance officer related to surrendering of registered motor vehicle plates.
The finance officer shall issue a refund to the vehicle owner. The
attached report is for April 2026 NCVTS releases and refunds less than
$100 and prorations approved by the finance officer.
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Board of Commissioners Meeting Agenda June 1, 2026
FINANCIAL IMPACT:
None.
2025 Communications Year End Report26-307
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. This report includes
information for the calendar year 2025.
FINANCIAL IMPACT:
None.
April 2026 Union County Public Schools Monthly Report26-318
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the monthly report from UCPS as required by the Budget
Ordinance.
FINANCIAL IMPACT:
None.
Business
Rezoning Petition CZ-2026-001 Marcham26-314
INFORMATION CONTACT:
Bjorn Hansen, Planning Department, Senior Planner - Current Planning,
704-283-3690
ACTION REQUESTED:
Approve or deny rezoning petition
PRIOR BOARD ACTION:
None.
BACKGROUND:
This case is requesting to rezone one parcel totaling 5 acres appearing
on the tax map as tax parcel 09-414-019A along NC 75 from RA-40 to
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Board of Commissioners Meeting Agenda June 1, 2026
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, 2026 meeting
and recommended approval on a 5-0 vote, citing consistency with the
land use map.
A public hearing was conducted on May 18, 2026, and no one spoke for
or against the rezoning.
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.
FINANCIAL IMPACT:
None.
Rezoning Petition CZ-2026-006 House of Pearls26-315
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Current
Planning, 704-283-3690
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Board of Commissioners Meeting Agenda June 1, 2026
ACTION REQUESTED:
Approve or deny rezoning petition.
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 to a Master Planned
Development District. 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.
A public hearing was conducted on May 18, 2026. Over one dozen
people spoke in favor of the rezoning, citing the effectiveness of the
program and the minimal impacts to the surrounding area. One person
spoke against, citing inappropriate uses near residential and rural areas,
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Board of Commissioners Meeting Agenda June 1, 2026
as well as a dangerous intersection immediately west of the site.
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.
FINANCIAL IMPACT:
None.
County Manager's Comments
Commissioners' Comments
Adjournment
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-317 Agenda Date:6/1/2026
TITLE:..title
Public Hearing - County Manager’s Proposed Fiscal Year 2027 Budget
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Hold a Public Hearing.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes, Union County is required to present and hold a
public hearing on the proposed budget for the upcoming fiscal year. The County Manager will present
the recommended Fiscal Year 2026-2027 Operating and Capital Budget that outlines the County’s
financial plan for delivering essential services, funding infrastructure needs, and supporting
community priorities.
The budget reflects a commitment to responsible fiscal management, strategic investment, and
maintaining high-quality service delivery across all departments. The public hearing provides an
opportunity for residents, stakeholders, and elected officials to review and provide feedback on the
proposed plan prior to its adoption.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/22/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-244 Agenda Date:6/1/2026
TITLE:..title
GFOA Distinguished Budget Award
INFORMATION CONTACT:
Jason May, Budget and Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Recognize the Union County Budget Management team for receiving the Government Finance
Officers Association’s (GFOA) Distinguished Budget Presentation Award.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Government Finance Officers Association of the United States and Canada has announced that
Union County has received the GFOA’s Distinguished Budget Presentation Award for its FY2026
budget.
In order to receive this award, Union County had to satisfy nationally recognized guidelines for
effective budget presentation. These guidelines are designed to assess how well an entity’s budget
serves as a policy document, financial plan, operations guide, and communications device. Budget
documents must be rated “proficient” in all four categories, and the fourteen mandatory criteria within
those categories, to receive the award. This is the thirteenth consecutive year the Union County
Budget Management department has received this award.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/18/2026Page 1 of 1
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December 23, 2025
Jason May
Director, Budget & Grants Management
Union County, North Carolina
Dear Jason:
A panel of independent reviewers have completed their examination of your Annual budget document for
the period beginning July 2025. We are pleased to inform you that your budget document has been
awarded the Distinguished Budget Presentation Award from Government Finance Officers Association
(GFOA). This award is the highest form of recognition in governmental budgeting. Its attainment
represents a significant achievement by your organization.
Your Distinguished Budget Presentation Award is valid for one year. To continue your participation in
the program, it will be necessary to submit your next budget document to GFOA within 90 days of the
proposed budget's submission to the legislature or within 90 days of the budget's final adoption.
Your electronic award package contains the following:
•Scores and Comments. Each entity submitting a budget to the program is provided with reviewers’
scores for each of the categories on which the budget document was judged along with reviewers’
confidential comments and suggestions for possible improvements to the budget document. We
urge you to carefully consider these suggestions as you prepare your next budget.
•Budget Award. A camera-ready reproduction of the Award is included for inclusion in your next
budget. If you reproduce the camera-ready image in your next budget, it should be accompanied by
a statement indicating continued compliance with program criteria. Please refer to the instructions
for reproducing your Award in your next budget (also included in your award package).
•Certificate of Recognition. When a Distinguished Budget Presentation Award is granted to an
entity, a Certificate of Recognition for Budget Presentation is also presented to the individual(s) or
department designated as being primarily responsible for its having achieved the award.
•Sample press release. Attaining this Award is a significant accomplishment. The sample press
release may be used to give appropriate publicity to this notable achievement.
In addition, award recipients will receive via mail either a plaque (if the government is a first-time
recipient or has received the Award fifteen times since it received its last plaque) or a brass medallion to
affix to the plaque.
We appreciate your participation in this program, and we sincerely hope that your example will encourage
others in their efforts to achieve and maintain excellence in governmental budgeting. The most current list
of award recipients can be found on GFOA's website at www.gfoa.org. If we can be of further assistance,
please contact the Awards Programs staff at (312) 977-9700.
Sincerely,
Michele Mark Levine
Director, Technical Services Center
19
PRESENTED TO
Union County
North Carolina
For the Fiscal Year Beginning
July 01, 2025
Executive Director
GOVERNMENT FINANCE OFFICERS ASSOCIATION
Distinguished
Budget Presentation
Award
20
Budget & Grants Department
Union County, North Carolina
12/23/2025
The Government Finance Officers Association
of the United States and Canada
The Certificate of Recognition for Budget Preparation is presented by the Government
Finance Officers Association to those individuals who have been instrumental in their
government unit achieving a Distinguished Budget Presentation Award. The
Distinguished Budget Presentation Award, which is the highest award in governmental
budgeting, is presented to those government units whose budgets are judged to adhere
to program standards.
presents this
CERTIFICATE OF RECOGNITION FOR BUDGET PREPARATION
to
Date:
Executive Director
21
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-274 Agenda Date:6/1/2026
TITLE:..title
Recognize 2026 Bobby Cobb Award Recipient
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Recognize Program Manager for the Behavioral Health Collaborative, Christina Neal, as this year’s
Bobby Cobb Award Recipient.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County's Program Manager for the Behavioral Health Collaborative, Christina Neal, has
received the 2026 Bobby Cobb Award, presented annually to employees who make a meaningful
impact across departments or community groups. Neal’s leadership in launching cross-departmental
mental health initiatives and establishing partnerships with local organizations exemplifies the spirit of
the award through her dedication to improving services for Union County residents.
Over the past eight years, Neal has played a pivotal role in building the county’s Behavioral Health
Collaborative, transforming it from an initial concept into a comprehensive program that supports
students and families. The Collaborative, developed in partnership with Union County Public Schools
(UCPS), expands access to behavioral health resources and creates a coordinated system of care
for young people.
Neal’s influence extends beyond program development. As a dedicated leader, she has organized
ongoing professional development for her team of social workers and behavioral health
professionals, improved crisis response protocols, and ensured staff are equipped with tools and
resources for success, frequently stepping in to support her team during challenging situations.
The Bobby Cobb Award was established in 2022 in memory of Bobby Cobb, a dedicated Public
Health employee who served Union County for many years. Cobb was crucial in supporting the
County through the COVID-19 pandemic, acting as the primary point of contact for all county
employees. He provided essential guidance, resources and information to every department. His
unwavering commitment to public service had a lasting impact on Union County. This award
continues to honor his legacy by recognizing employees who demonstrate exceptional dedication
and service.
Union County, NC Printed on 5/19/2026Page 1 of 2
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File #:26-274 Agenda Date:6/1/2026
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/19/2026Page 2 of 2
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-316 Agenda Date:6/1/2026
TITLE:..title
Recognize Lifesaver Award Recipient
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Recognize Union County 4-H Agent Autumn Baucom for heroic actions to help save a six-month-old
baby.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County 4-H Agent Autumn Baucom has received the County's Lifesaver Award for her quick
thinking and decisive action that helped save the life of a six-month-old child. On Saturday, April 18,
Baucom was arriving at a local park when she heard a baby crying from a nearby parked vehicle.
Upon closer inspection, she saw an infant alone inside the locked car with no adult in sight.
Rather than assuming a caregiver would return shortly, Baucom took immediate action. She
remained at the vehicle, scanning the area for a parent or guardian. After waiting and seeing no one
return, she called 911. First responders arrived and safely rescued the baby from the locked vehicle.
With outdoor temperatures in the 80s that day, officials noted the temperature inside the vehicle could
have risen significantly higher in a matter of minutes - creating a dangerous and potentially life-
threatening situation.
Baucom stayed on site to assist emergency responders and provide information while EMS
evaluated the child. In recognition of her actions, County leadership surprised Baucom with the
Lifesaver Award on May 11 during a team meeting. The Lifesaver Award honors employees whose
actions directly contribute to saving a life.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/19/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-301 Agenda Date:6/1/2026
TITLE:..title
FY2027 Catawba River Water Treatment Plant Budget
INFORMATION CONTACT:
Hyong Yi, Union County Water, Administrator, 704-296-4212
ACTION REQUESTED:
Approve annual Catawba River Water Treatment Plant (CRWTP) Budget for FY2027.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Section 3.10 of the Catawba River Water Supply Project (CRWSP) Joint Venture Agreement requires
the annual budget to be approved by the Union County Board of County Commissioners. The annual
budget is developed based on projected water demand from Lancaster Water and Sewer District and
Union County Water and the cost for chemicals, equipment, and labor. These costs are then
apportioned to the Lancaster Water and Sewer District or Union County based on our water demand.
The budget is approved by the governing board for the CRWSP before it is sent to the two owners for
their approval per Section 3.10 of the joint venture agreement.
For FY2027, the budget is projected to increase by $629,625 from $8.04 million to $8.67 million.
Significant increases include: the cost of chemicals ($125,000), maintenance ($245,000), and labor
expense ($244,500). A copy of the FY2027 budget breakdown for the CRWSP is attached.
FINANCIAL IMPACT:
Union County Water budgets each year to purchase water from the CRWSP based on the budget
proposed by CRWSP.
Union County, NC Printed on 5/19/2026Page 1 of 1
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Chemicals 2026 Current spent Year end Projection 2027 Difference FY26 chemical cost FY27 chemical cost % Budget Change
Budgeted 1/1/2026 as of 1/1/26 proposed Budgeted vs Proposed Projections Projections FY26 to FY27
alum 420,000$ 172,640$ 420,000$ 420,000$ -$ $385/ton $445/ton 0.0%
ammonia 180,000$ 76,624$ 180,000$ 180,000$ -$ $1.84/lbs 1.98/lbs 0.0%
bleach 630,000$ 281,201$ 630,000$ 690,000$ 60,000$ $1.70/gal $1.70/gal 9.5%
Carbon 275,000$ 191,818$ 275,000$ 325,000$ 50,000$ $1.61/lbs $1.72/lbs 18.2%
caustic 130,000$ 42,586$ 100,000$ 90,000$ (40,000)$ $3.57/gal $2.23/gal -30.8%
citric acid -$ -$ -$ -$ -$ $20.98/gallon $20.98/gallon #DIV/0!
copper sulfate 160,000$ 75,364$ 160,000$ 180,000$ 20,000$ $17.45/gal $18.27/gal 12.5%
dechlor 30,000$ 21,597$ 40,000$ 45,000$ 15,000$ 5.47/gal $6.06/gal 50.0%
fluoride 80,000$ 28,896$ 80,000$ 85,000$ 5,000$ $.24/lbs $.24/lbs 6.3%
muriatic acid 60,000$ 26,231$ 60,000$ 70,000$ 10,000$ $323/ton $397.15/ton 16.7%
phosphates 200,000$ 64,533$ 160,000$ 200,000$ -$ $.71/gal $.72/gal 0.0%
polymers 17,000$ 140$ 17,000$ 20,000$ 3,000$ $5.92lbs $5.92/lbs 17.6%
sodium chlorite/acid 247,000$ 95,523$ 247,000$ 247,000$ -$ $7.38/gallon $7.38/gallon 0.0%
sulfuric acid 5,500$ 2,929$ 7,000$ 7,500$ 2,000$ $3.80/gallon $5.08/lbs 36.4%
Other -$ -$ -$ -$ -$ -$ -$ #DIV/0!
Totals 2,434,500.00$1,080,082$ 2,376,000$ 2,559,500$ 125,000$ 5.1%
Contracted Services
audit 21,000$ 21,000$ 21,000$ 22,000$ 1,000$ 4.8%
engineering 41,000$ -$ 41,000$ 40,000$ (1,000)$ 0
legal 50,000$ 6,693$ 50,000$ 50,000$ -$ 0
Totals 112,000$ 27,693$ 112,000$ 112,000$ -$ 0.0%
Energy 1,885,000$ 607,554$ 1,700,000$ 1,885,000$ -$ 0.0%
Fuels/Lubricates 16,797$ 6,633$ 20,000$ 22,000$ 5,203$ 31.0%
Insurance 24,000$ 12,676$ 24,000$ 28,000$ 4,000$ 16.7%
Labor Expense
drug testing 2,000$ 375$ 2,000$ 2,000$ -$ 0.0%
mileage 2,500$ 966$ 2,500$ 3,000$ 500$ 20.0%
Torte/auto/admin 6,000$ 900$ 5,000$ 7,000$ 1,000$ 16.7%
PEBA/workers comp 480,000$ 216,503$ 460,000$ 480,000$ -$ 0.0%
Medical Insurance 350,000$ 124,193$ 350,000$ 350,000$ -$ 0.0%
Payroll taxes 130,000$ 57,701$ 120,000$ 130,000$ -$ 0.0%
OPEB 42,000$ 18,241$ 42,000$ 45,000$ 3,000$ 7.1%
Salaries/OT 1,850,000$ 891,120$ 1,850,000$ 2,090,000$ 240,000$ 13.0%
Totals 2,862,500$ 1,309,999$ 2,831,500$ 3,107,000$ 244,500$ 8.5%
Lab Supplies
contracted labs 45,000$ 13,158$ 45,000$ 45,000$ -$
general 80,000$ 25,773$ 70,000$ 70,000$ (10,000)$
fees 2,000$ 330$ 2,000$ 2,000$ -$
service contracts 60,000$ 15,350$ 60,000$ 65,000$ 5,000$
Totals 187,000$ 54,611$ 177,000$ 182,000$ (5,000)$ -2.7%
*Maintenance
building 35,000$ 29,070$ 50,000$ 50,000$ 15,000$
chem feed 50,000$ 50,377$ 90,000$ 68,000$ 18,000$
electrical 60,000$ 22,403$ 70,000$ 70,000$ 10,000$
general 55,000$ 32,109$ 55,000$ 55,000$ -$
heavy equipment 3,000$ 4,390$ 5,000$ 5,000$ 2,000$
landscape 120,000$ 32,604$ 120,000$ 120,000$ -$
pumps 13,000$ -$ 13,000$ 13,000$ -$
scada 10,000$ -$ 10,000$ 10,000$ -$
vehicle 3,000$ 225$ 3,000$ 3,000$ -$
**Equipment replacement -$ -$ -$ 200,000$ 200,000$
Totals 349,000$ 171,178$ 416,000$ 594,000$ 245,000$ 70.2%
Office Supplies
bank fees 1,143$ 99$ 500$ 544$ (599)$
board meetings 2,000$ 431$ 2,000$ 2,500$ 500$
computers 25,000$ 13,148$ 30,000$ 30,000$ 5,000$
copiers/printers 4,707$ 1,842$ 5,000$ 6,000$ 1,293$
dues/licenses 10,000$ 4,882$ 10,000$ 10,000$ -$
first aid supplies 300$ -$ 300$ 300$ -$
general 24,000$ 11,405$ 24,000$ 24,000$ -$
janitorial 7,000$ 3,489$ 10,000$ 10,000$ 3,000$
po box fee 160$ 154$ 154$ 160$ -$
Postage 1,500$ 335$ 1,200$ 1,228$ (272)$
safety equipment 5,000$ 108$ 5,000$ 5,000$ -$
telephone 15,000$ 6,131$ 17,000$ 17,000$ 2,000$
training/travel 16,000$ 5,019$ 16,000$ 16,000$ -$
uniforms 9,500$ 3,225$ 9,500$ 9,500$ -$
Totals 121,310$ 50,268$ 130,654$ 132,232$ 10,922$ 9.0%
Sales tax 4,245$ 1,159$ 4,245$ 4,245$ -$ 0.0%
Water Man. Group 48,248$ 48,248$ 48,248$ 48,248$ -$ 0.0%
Budget Total 8,044,600$ 3,370,101$ 7,839,647$ 8,674,225$ 629,625$ 7.8%7.8%
Balance -$
CRWSP Operating Budget 2027 Breakdown Spread sheet
26
2026 YTD 2026 2027
Budget 1/1/2026 Projected Expenditures Proposed %$% $
Chemicals 2,434,500$ 1,080,082$ 2,376,000$ 2,559,500$ 7.7%183,500$ 5.1%125,000$
Contracted Services 112,000$ 27,693$ 112,000$ 112,000$ 0.0%-$ 0.0%-$
Energy 1,885,000$ 607,554$ 1,700,000$ 1,885,000$ 10.9%185,000$ 0.0%-$
Fuels/Lubricates 16,797$ 6,633$ 20,000$ 22,000$ 10.0%2,000$ 31.0%5,203$
Insurance 24,000$ 12,676$ 24,000$ 28,000$ 16.7%4,000$ 16.7%4,000$
Labor Expense 2,862,500$ 1,309,999$ 2,831,500$ 3,107,000$ 9.7%275,500$ 8.5%244,500$
Lab Supplies 187,000$ 54,611$ 177,000$ 182,000$ 2.8%5,000$ -2.7%(5,000)$
Maintenance 349,000$ 171,178$ 416,000$ 594,000$ 42.8%178,000$ 70.2%245,000$
Office Supplies 121,310$ 50,268$ 130,654$ 132,232$ 1.2%1,578$ 9.0%10,922$
Sales tax 4,245$ 1,159$ 4,245$ 4,245$ 0.0%-$ 0.0%-$
Water Mangt Group 48,248$ 48,248$ 48,248$ 48,248$ 0.0%-$ 0.0%-$
Totals 8,044,600$ 3,370,101$ 7,839,647$ 8,674,225$ 10.6%834,578$ 7.8%629,625$
FY26 projected Flow est. (mgd)23.20 -$
Production Change 4.5%
FY27 Projection est. (mgd)24.25 Cost per 1000gals 0.98$
23.20mgd
LCWSD Projection FY 27 $4,632,215 12.95 MGD @ 98 cents/1000 cents/1000 gallons
UC Projection FY 27 $4,042,010 11.30 MGD @ 98 cents/1000 cents/1000 gallons
24.25mgd
Total (Operations)8,674,225$ @ 0.98/1000 gallons
Capital Replacement 265,538$ @ 0.03/1000 gallons
Cash Shortfall Account (CSA)177,025$ @ 0.02/1000 gallons
Grand total 9,116,788$ @ 1.03/1000 gallons
Line Item Increase Percentage
Chemicals 125,000$5.1%
Contract Services -$0.0%
Energy -$0.0%
Fuels Lubricates 5,203$31.0%
Insurance 4,000$16.7%
Labor Expense 244,500$8.5%
Lab Expenditures (5,000)$-2.7%
*Equip. Replacement new line item 200,000$100.0%
Maintenance (All other line items)Increase due to materials and labor costs 45,000$13.0%
Office Supplies 10,922$9.0%
Sales Tax -$0.0%
Water MGTGroup -$0.0%
*Maintenance First Citizens Account Balances for CRWSP as of 1/1/2026
**Equip. Replacement new line item $1,282,440
$241,766
$1,039,346
$1,676,182
Operations (cost/1000)88,512.50$ 2,957,294.00$
$494,070
Max CRF $4,500,000
Max CSA NA
Min CSA $1,200,000
Includes 2 vehicles (est. $110,000) & $90,000 for general repair/replace
Old vehicles will be sold on gov.deals and money put in CRWSP funds
Total increase for Maintenance is 70.2%
CRWSP Operating Budget FY 2027
FY27 Proposed vsFY26 Projected FY27 Proposed vs FY26 Budget
2027 Proposed Budget Explanations
General Fund Checking Account
No change
No change
Increased maintenance run of generators/outages
Overall cost increases for coverage
Decrease in General supplies
Includes 2 vehicles (est. $110,000) and $90,000 for general repair/replace
Increase in computer/ contract and licenses and janitorial supplies
Overall chemical cost increase/demands increase
COLAS, PEBA ,Insurance, Merit, salary fill vacancy (possible overhire)
No change
No Change
Cash Shortfall Account
Capital Replacement Fund 1
Capital Replacement Fund 2
Capital Replacement Fund 3
FY26 Projected flow
FY27 Projection is 1.05mgd more than FY26
FY 27 Projected flow average
CRF Total
27
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-294 Agenda Date:6/1/2026
TITLE:..title
Contract - Biosolids Master Plan
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 Black & Veatch
International Company 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 (UCW) includes an annual allocation for
Water Reclamation Facility (WRF) rehabilitation. The Biosolids Master Plan is necessary to develop a
long-term, sustainable strategy for managing the biosolids generated at UCW’s five WRFs.
Black & Veatch International Company has been selected to provide engineering services for Task
Order 10021-01: Biosolids Master Plan. Black & Veatch International Company 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 10021-01 with Black & Veatch International Company is $1,229,500.00.
Sufficient funds are available within the adopted capital account 60185101 - WRF Biosolids Master
Plan.
Union County, NC Printed on 5/19/2026Page 1 of 1
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TASK ORDER No. 10021-01
This Task Order pertains to an Agreement by and between UNION COUNTY, NC ("OWNER"),
and BLACK & VEATCH INTERNATIONAL COMPANY ("ENGINEER"), dated JANUARY
16, 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. Unless otherwise defined herein, all
capitalized terms shall have the meaning set forth in the Agreement.
MPA: 10021
TASK ORDER NUMBER: 10021-01
RELATED RFQ NUMBER: 2026-002
PROJECT NAME: BIOSOLIDS MASTER PLAN
PART 1.0 PROJECT DESCRIPTION
Union County (OWNER) owns and operates five (5) water reclamation facilities (WRFs), with
treatment capacities ranging from 0.5 MGD to 7.5 MGD. Its largest facility, the Twelve Mile
WRF, is currently being expanded from 7.5 MGD to 9 MGD, with construction expected to be
completed in 2027. In addition, the Grassy Branch WRF is being expanded to 0.12 MGD, with
construction scheduled for completion in 2026. The following are the WRFs owned and operated
by OWNER with their permitted capacity.
Water Reclamation Facility PermittedCapacity
(MGD)
Biosolids Processes
Twelve Mile Creek WRF 7.5
(Expanding to 9.0)
Aerobic digestion, dewatering with
BFPs and hauling Class B solids to
McGill for composting
(Currently dewatering raw solids
and hauling to McGill)
Crooked Creek WRF 1.9 Treatment with lime slurry and
liquid Class B land application
Olde Sycamore WRF 0.15 Hauled to Crooked Creek
Tallwood WRF 0.05 Hauled to Crooked Creek
Grassy Branch WRF 0.05
(Expanding to 0.12)
Hauled to Crooked Creek
To meet increasing wastewater treatment needs, OWNER has engaged ENGINEER to develop a
long‑term, sustainable biosolids management strategy for all five (5) WRFs. In general, the scope
will accomplish the following:
29
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
· Develop a planning framework that evaluates existing conditions, forecasts future
biosolids quantities, and assesses end‑use options.
· Conduct solution development and evaluation, including screening potential technologies
and develop and evaluate alternatives.
· Prepare an implementation strategy that includes long‑term recommendations, a capital
improvement plan (CIP), project prioritization and sequencing, and validation of the
recommended path forward with OWNER.
PART 2.0 SCOPE OF BASIC SERVICES TO BE PERFORMED BY ENGINEER ON
THE PROJECT
The detailed scope of services is for Basic Services is as follows:
Task 100. Framework Definition
ENGINEER will provide the following services under this task.
Subtask 101 Kickoff Meeting: ENGINEER will conduct a project Kickoff Meeting with
OWNER to set overall objectives for the project and discuss roles, responsibilities, scope,
schedule, deliverables, budget, safety, quality plan, assumptions, data request, and
communication plan. ENGINEER will lead the Biosolids Master Plan project Kickoff
Meeting including development and distribution of agenda and meeting minutes. The
Kickoff Meeting will be conducted as a hybrid in-person / virtual meeting and attended
by up to seven (7) of ENGINEER’s professionals.
Subtask 102 Data Collection and Review: Prior to the Kickoff Meeting, ENGINEER will
submit a preliminary data request which will be discussed at the Kickoff Meeting. This
request will be refined and resubmitted based on discussion at the Kickoff Meeting and as
the project progresses. The status of data transmittals will be tracked by ENGINEER
throughout the project. ENGINEER will list the data provided by OWNER in a project
“Data Catalog” spreadsheet. Data may include, but are not limited to, the following to
which OWNER reasonably has access:
· Process flow diagrams
· Facility operations logs
· Annual biosolids reports
· Influent and/or effluent flows for each biosolids unit processes such as thickening,
stabilization, dewatering for the last five (5) years
· Laboratory biosolids data including total solids (TS), volatile solids (VS),
nutrients, pathogens, metals, etc. for the last three (3) to five (5) years
· Biosolids hauling and disposal records for the last five (5) years
· Previous master plans and studies on biosolids treatment processes
· Descriptions and status of related current, and upcoming projects
· As-builts
· Any applicable permits and proposed permit changes
· Operating costs including electricity, chemicals such as polymer, natural gas, and
labor for use in preparing opinions of cost.
30
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
ENGINEER will review the information to glean a general understanding of current
program conditions. ENGINEER will identify any significant data gaps. In the
absence of data, ENGINEER will apply generally acceptable parameters based on
typical equipment performance and standard conversion factors, based on experience,
for any evaluations.
Subtask 103 Operations Evaluation: ENGINEER will conduct an up to 3-day site visit
consisting of plant staff interviews and basic visual inspection to observe shift operations
and understand daily operations and future needs, including:
· Operational and maintenance needs and requirements
· Infrastructure capacity and condition (using information gathered by the team in
Subtask 102).
· Gap assessment – identify any gaps in existing operations and opportunities for
future improvements in alignment with OWNER’s strategic goals.
· Data gap analysis - evaluate whether existing biosolids data is sufficient to
support future regulatory compliance, operational optimization, and long-term
biosolids management.
Subtask 104 Regulatory and Policy Review: ENGINEER will review existing local (if
applicable), state and federal regulations related to biosolids management, as well as
regulatory trends. The primary objective of this review is to identify the near-term and
long-term factors that may impact the management of biosolids, and to identify potential
operational or process changes that may be required to comply with these regulations.
The emphasis will be on the emerging issues and trends in the state and around the
country that could affect future solids management.
Subtask 105 Biosolids Production Forecast
In consultation with Union County Water Planning and Resource Management staff,
ENGINEER will review already developed population projections for OWNER’s service
area. If any flow projections were performed, ENGINEER will review that information.
The population projection data will be utilized to extrapolate flow for the 5-, 10-,15- and
20- year planning horizons based on the influent flow to population ratio estimated from
the historical data collected under Subtask 102.
Based on the review of historical data in Subtask 102, ENGINEER will determine current
solids production rates in pounds of solids per million gallon of influent flow. Biosolids
production will be forecasted based on the historical production rates and flow
projections. A solids mass balance and a flow balance will be developed to evaluate
capacity of the existing equipment under existing and projected future conditions.
Assumptions:
· OWNER will provide the population projections for the planning horizons.
ENGINEER is not expected to develop land use or similar analysis to develop
population projections.
31
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
· ENGINEER will not develop or update a process model such as BioWin, Sumo,
GPS-X, etc. for this task.
Existing data provided by the OWNER will be the basis for calculations. Should
additional sampling needs be identified, the ENGINEER has included an allowance to
support supplemental data collection under Task 500.
Subtask 106 Existing System Assessment: ENGINEER will document OWNER’s current
biosolids management approach and the biosolids processing systems at the facility. This
evaluation will include characterization of the biosolids, and management program based
on available data and an assessment of the historical operations of the existing biosolids
treatment systems. Historical biosolids data will be requested by ENGINEER to support
this task as part of Subtask 102. This task includes the following processes and related
equipment:
· Thickening
· Stabilization
· Dewatering
· Storage
· Hauling and end-use/disposal
· Sidestream Handling
· Chemical Storage (related to biosolids processes such as thickening and dewatering)
Projections for solids quantities and characteristics that will serve as the basis for
development and evaluation of alternatives will be estimated using the future flows and
loads that are developed under Subtask 105.
Subtask 107 End Use Options/Market Assessment: ENGINEER will review current and
potential future biosolids end use options in the region. This will include current markets
for traditional biosolids products (Class A, and Class B liquid, cake, compost, dried
products, etc.) and the potential future of these markets. The assessment will identify:
target markets; approximate total market size; and market opportunities/constraints,
including PFAS limitations (based upon limited interviews with users, influencers and/or
distributors). The objective of this effort is to identify resilient markets for OWNER’s
biosolids as a foundation for future solids processing needs. End-use options will be kept
within an approximate 3-hour driving radius of OWNER’s facilities.
Subtask 108 Framework Definition Workshop: ENGINEER will prepare for and attend one 3-
hour workshop with OWNER to review and discuss the results and recommendations
from Task 100. This will be a hybrid in-person / virtual meeting and attended by up to
five (5) of ENGINEER’s professionals. ENGINEER will prepare an agenda for this
workshop and will prepare meeting minutes summarizing the key discussion points from
the workshop.
Subtask 109 Technical Memorandum No.1: ENGINEER will develop a technical
memorandum (TM) presenting the findings from Task 100 (Subtask 102 through Subtask
32
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
107). The TM will be submitted in draft for review by and discussion with OWNER.
OWNER’s comments will be addressed in the Biosolids Master Plan.
Subtask 1010 Assess Regionalization Opportunities: ENGINEER, with input from
OWNER, will identify potential neighboring agencies that could be interested in regional
processing opportunities. ENGINEER will prepare a preliminary list of agencies and their
current solids management practice. Identified agencies will be contacted to confirm
solids management practices, identify approximate solids production or available excess
solids processing capacities, and determine potential interest in regionalization.
For budgeting purposes, up to six (6) meetings are anticipated to engage nearby agencies.
High‑level findings related to potential partnerships will be incorporated into Task 200,
Solution Development and Evaluation.
Deliverables:
· Meeting Agenda
· Draft/Final Meeting Minutes including presentation slides
· Draft Framework Definition Technical Memorandum
Task 200. Solution Development and Evaluation
ENGINEER will provide the following services under this task.
Subtask 201 Development of Screening and Evaluation Criteria: ENGINEER will prepare a
summary of recommended screening and evaluation criteria and an approach for applying
the criteria to be used in the screening of biosolids management practices and in the
evaluation of alternatives. Prior to developing the summary, ENGINEER will meet with
OWNER staff to obtain input into the criteria that are most important to OWNER and the
approach for applying the criteria. It is expected that some high-level criteria may be
used in the screening of practices and technologies. Examples of “pass/fail” criteria for
screening include proven systems, compatibility of process with existing liquid treatment
train or product quality. Draft criteria will be submitted for OWNER consideration and
finalized with OWNER’s input.
A larger set of criteria will be developed to enable a quadruple bottom line (QBL)
analysis of alternatives. QBL criteria will be developed for the following categories:
financial, social, environmental, and functional. ENGINEER will prepare a preliminary
list of potential criteria that will be submitted to OWNER for review, and ENGINEER
will meet with OWNER to discuss and modify the criteria list. This will be virtual
meeting and attended by up to three (3) of ENGINEER’s professionals.
Once the evaluation criteria are defined, ENGINEER will prepare an online questionnaire
that will be used by OWNER to provide input on the weighting of the criteria. A link will
be sent to all participants for a survey form that will guide participants through a series of
questions. Responses from the questions will be used by ENGINEER in an algorithm to
develop composite weighting factors for review by OWNER.
33
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
The criteria summary will include definitions for each of the proposed criteria and the
approach for using them. This summary will be submitted as a TM to OWNER for
review prior to the review of biosolids management practices and technologies and
subsequent workshops. The TM will be submitted in draft for review by and discussion
with OWNER. OWNER’s comments will be addressed in the Biosolids Master Plan.
Deliverables:
· Draft Screening and Evaluation Criteria Technical Memorandum
Subtask 202 Technology Overview and Screening: ENGINEER will compile information
regarding available technologies informed by findings under Task 100 including
regulatory overview and market study. ENGINEER will consider a broad range of
treatment technologies including but not limited to thermal hydrolysis, drying and
thermal oxidation (such as incineration, pyrolysis and gasification) , for PFAS
destruction. A summary table identifying potentially suitable technologies will be
developed and provided to the OWNER to document the broad range of approaches that
will be considered where “technologies” refer to the major treatment technologies needed
to render the biosolids suitable for final use. ENGINEER will provide OWNER with
information regarding available technologies, including the state of the technology with
respect to practice and suitability based on capacity, costs, complexity, and other factors.
Information will be summarized in a presentation file to provide OWNER staff with an
overview of key information to support the subsequent screening process.
Information developed for this task will be presented and discussed with the OWNER in
a workshop format. The objective will be to screen technologies to eliminate those that
are not considered suitable using the criteria developed under Subtask 201. ENGINEER
will prepare for and participate in a 3-hr workshop with OWNER that will include the
following topics. This will be a hybrid in-person / virtual meeting and attended by up to
five (5) of ENGINEER’s professionals.
· Overview of technologies, including state of the practice, applicable capacity,
complexity, flexibility, consistency with OWNER’s goals/vision, and other
relevant factors.
· Facilitation of an initial screening exercise based on the criteria and approach
identified in the prior tasks to rule out any technology options that are not
considered viable or do not align with OWNER’s goals or needs.
Following the screening workshop, ENGINEER will submit meeting minutes to OWNER
to document the discussions, decisions and action items discussed during the workshop.
The minutes prepared for this workshop will be of sufficient detail to capture how and
why decisions are made and thoroughly document the decision-making process.
Deliverables:
· Meeting Agendas
34
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
· Draft/Final Meeting Minutes including presentation slides
Subtask 203 Alternatives Identification Workshop: ENGINEER will conduct an Alternatives
Identification Workshop with the OWNER to review the shortlisted technologies and to
determine which alternatives should be developed further for evaluation. This will be a
maximum 1.5-hr, hybrid in-person / virtual meeting and attended by up to five (5) of
ENGINEER’s professionals. During the workshop, a list of all potential alternatives,
considering shortlisted technologies, will be reviewed to develop up to four (4) viable
system-wide alternatives for further development and analysis. The goal is to reach a
consensus on the basis for each process train before proceeding with alternatives
development. The alternatives considered may include, but are not limited to:
· Maintaining current approach including potential intensification of existing
processes
· Stabilization for Class A or Class B liquid land application
· Stabilization for Class A or Class B cake land application
· Composting
· Drying
· Other processes as identified through Task 202
Deliverables:
· Meeting Agenda
· Draft/Final Meeting Minutes including presentation slides
Subtask 204 Alternatives Development and Evaluation: ENGINEER will build on the
information from Subtask 202 and Subtask 203 collaboratively with the OWNER, to
refine and assess up to four shortlisted biosolids treatment alternatives including status
quo. ENGINEER will submit a draft description consisting of basic process flow
diagrams showing the major elements of the proposed shortlisted options for OWNER
review, comments, and agreement on proceeding with development and evaluations of
the proposed shortlisted options.
ENGINEER will develop conceptual design criteria and calculate lifecycle costs,
including capital, operations, maintenance, and present worth, to support the evaluation
of each alternative. The following are major subtasks:
· Design criteria including process flow diagrams (PFDs) with mass and energy
balances, as appropriate;
· Solids handling and processing equipment requirements for each alternative;
· Projected chemical consumption and utility requirements;
· Developing site layouts; and
· Alternatives cost development including operational and maintenance costs
(chemical usage, transportation, gas production, etc.), and capital improvements
to develop a life cycle cost.
35
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
Further, alternatives evaluated may consider centralized biosolids treatment, partnership
with other organizations or neighboring utilities, nutrient recovery strategies (including
planning-level/baseline side stream loading modeling), and energy recovery options as
part of the analysis as necessary.
Following the alternatives development, ENGINEER will preliminarily score each
alternative based on the feedback received from OWNER and with respect to QBL
criteria (see Subtask 201 for evaluation criteria development) and appropriate weighting
factors from prior tasks. This effort will provide a preliminary alternative ranking for
OWNER’s consideration. For the two top scoring alternatives, ENGINEER will examine
how those alternatives are sensitive to key evaluation criteria such as changes to
regulatory requirements, increase in life cycle cost, etc. The results of this sensitivity
analysis will be used to identify trigger points for phasing approach during the
implementation of the solutions.
Subtask 205 Alternatives Evaluation Workshop: ENGINEER will then conduct an Alternatives
Evaluation Workshop with OWNER to review the results from the final development and
evaluation of alternatives. This will be a maximum 3-hr, hybrid in-person / virtual
meeting and attended by up to five (5) of the ENGINEER’s professionals. Results of
QBL analyses will be presented and discussed. Information will be summarized in a
PowerPoint presentation for use in the workshop. Feedback from the OWNER will be
used to adjust the evaluation accordingly.
Deliverables:
· Meeting Agendas
· Draft/Final Meeting Minutes including presentation slides
Subtask 206 Solution Development and Evaluation Technical Memorandum: The work
completed as part of Subtask 202 through Subtask 205 will be documented in a TM. TM
will summarize Subtask 202 and Subtask 203 efforts, including the technologies
considered, the basis for the screening and development of alternatives, and the results of
the alternatives evaluation under Subtask 204 and Subtask 205. The TM will be
submitted in draft for review by and discussion with OWNER. OWNER’s comments will
be addressed in the Biosolids Master Plan.
Deliverables:
· Draft Solution Development and Evaluation TM
Subtask 207 Technology Witness Trips: ENGINEER shall attend up to two (2) technology
witness trips (up to two (2) days each) to facilities utilizing alternative technologies
identified during the evaluation, for the purpose of gathering general information related
to operations and maintenance. It is assumed that up to two (2) ENGINEER’s
representatives will attend each trip along with OWNER’s representatives. It is further
36
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
assumed that the trips will be within driving distance of OWNER’s facilities. If a facility
is located beyond a four (4)‑hour driving radius, the ENGINEER will utilize personnel
from the nearest local office; therefore, airfare expenses are not anticipated.
Task 300. Implementation
Implementation task will define the schedule for key decisions, tasks and identify CIP
projects and develop costs.
Subtask 301 Strategy Development: Once a preferred biosolids management strategy is
established under Task 200, ENGINEER will conduct additional analysis to better define
the program elements and how they will develop over time and changing conditions.
These strategy components will be presented for OWNER consideration in a workshop.
to present the following.
· Operational Strategies – an analysis of staffing requirements and operational costs
· Define funding options – Evaluate potential funding sources and evaluate funding
program eligibility based on funding program requirements and elements of the
biosolids program.
· Develop performance monitoring framework
This will be a hybrid in-person / virtual meeting and attended by up to five (5) of
ENGINEER’s professionals.
Subtask 302 Capital Improvements Plan Development: ENGINEER will develop preliminary
recommendations for biosolids management, identifying key implementation needs.
Based upon both reviews of existing facilities and considering long-term recommended
improvements, ENGINEER will develop a phased, operationally focused strategy to
incrementally provide 1-5 year, 5-10 year, 10-15 year and 15-20 year improvements to
solids management operations.
Detailed projects will be identified based on the findings and discussions from the prior
tasks and a preliminary implementation schedule for the projects will be developed to
address capacity, regulations, condition, and optimization of the facilities. Preliminary
recommendations will be presented in a virtual meeting for OWNER’s feedback before
further refining implementation plans.
Subtask 303 CIP Cost Estimates: ENGINEER will develop planning level , AACE Class 5,
capital cost opinions (in 2027 dollars) and will identify assumptions for the variety of
types of improvements that will be recommended as part of the Biosolids Master Plan.
Tables will be prepared to summarize cost information for the proposed improvement
projects.
ENGINEER will review recent bid tabulations for similar improvement projects
constructed by OWNER, other local utilities, and ENGINEER’s cost library to develop
unit costs for the recommended improvements identified in previous tasks. Encumbrance
strategies will be customized to meet OWNER’s needs and standards, and broken up
between planning / design /construction phases. Additionally, escalation rate will be
37
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
included to adjust cost estimates for long-term projects. Typical escalation rate will be
4.5% annually and will be confirmed with OWNER.
Subtask 304 CIP Project Prioritization and Scheduling: ENGINEER will prioritize the
recommended CIP projects, existing CIP projects and assessment recommendations
provided by OWNER based on:
· Project Triggers (i.e., capacity, regulatory)
· Asset Condition (Risk/End of Useful Life)
· Cash Flow
· Alternatives Optimization
Subtask 305 CIP Schedule Validation Workshop: A workshop will be conducted with the
OWNER’s staff to review the projects list. This will be a hybrid in-person / virtual
meeting and attended by up to five (5) of ENGINEER’s professionals. The justification
for each project will be reviewed and discussed. Opinions of probable project cost, the
proposed implementation schedule and the project triggers will also be reviewed. During
the workshop ENGINEER will also work with OWNER to balance the cash flow.
Subtask 306 Biosolids Master Plan Report: ENGINEER will document the project in a draft
Biosolids Master Plan report. The report will summarize the final versions of the various
technical memoranda prepared and the outcomes of the various workshops during
previous phases of work. The report will describe the evaluations performed and the
resulting recommendations. The report will provide recommendations for facility
improvements year by year over the 20-year planning horizon. System maps and figures
to support the recommendations and summarize the proposed improvements will be
provided. One electronic copy of the draft Biosolids Master Plan report will be provided.
A workshop will be held to review the Biosolids Master Plan report and to discuss
OWNER comments. This will be a hybrid in-person / virtual meeting and attended by up
to five (5) of ENGINEER’s professionals. The ENGINEER will prepare agenda and
minutes. The minutes prepared for this workshop will be of sufficient detail to capture
how and why decisions are made and thoroughly document the decision-making process.
ENGINEER will incorporate comments from the draft report review workshop and
update the Biosolids Master Plan report to address these comments. Three hard copies
and one electronic copy of the final report will be provided to OWNER.
Deliverables:
· Strategy Development Workshop (agenda and meeting minutes)
· CIP Schedule Validation Workshop (agenda and meeting minutes)
· Biosolids Master Plan Report (Draft and Final)
· Biosolids Master Plan Report Review Workshop (agenda and meeting minutes)
38
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
Task 400. Project Management
Subtask 401 General Project Management and Administration: ENGINEER will provide
administration and management of the Project for a period of sixteen (16) months,
anticipated to begin in May 2026 through September 2027, including monitoring budget
and schedule and developing and overseeing quality assurance and quality control
(QA/QC) plan.
Review progress with OWNER. Discuss issues with OWNER as they are noted.
Provide project management to coordinate activities of the project team and to provide
overall Project direction to meet OWNER’s objectives.
Prepare monthly invoices for ENGINEER’s services in a format acceptable to OWNER.
Subtask 402 Progress Meetings: ENGINEER will conduct periodic Project progress meetings
(assuming sixteen (16) meetings) with OWNER. It is assumed the progress meetings will
be virtual. The purpose of the meetings will be to update OWNER’s Project Manager
and key team members on completed progress, budget, schedule, and to exchange ideas
and information.
Project Deliverables:
· Monthly Invoice and Progress Reports
Task 500. Supplemental Data Collection and Testing Allowance:
During Task 100, or as needed to support OWNER’s goals, supplemental testing may be
performed, including Specific Oxygen Uptake Rate (SOUR) testing and other related
parameters. Services may include development of a testing plan and protocols, on‑site
support to assist OWNER with testing activities, and analytical support through periodic
virtual meetings to review results and data.
A $100,000 allowance is included to support these efforts. Upon authorization by OWNER
and within the limits of the allowance, ENGINEER and OWNER shall mutually define the
detailed scope, fee, and schedule for the requested services.
PART 3.0 ADDITIONAL SERVICES
ENGINEER will perform additional services as requested by OWNER. If the need for such
services is identified, ENGINEER will prepare an amendment to this Task Order or prepare a
new Task Order for OWNER’s approval. Additional Services will be performed upon execution
of the amendment or new Task Order.
· Additional services shall include, but are not limited to:
39
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
· Changes in the general scope, extent, or character of the project, including, but not
limited to:
o Changes in size or complexity.
o Changes in project scope.
o Changes in OWNER’s schedule.
· Permitting assistance.
PART 4.0 OWNER’S RESPONSIBILITIES
OWNER will be responsible for the following activities:
· Provide available data.
· Timely review of deliverables including meeting minutes, TMs, and report. For schedule
estimating purposes, it is assumed OWNER review time will be approximately two (2)
weeks.
· Participation in meetings.
PART 5.0 PERIODS OF SERVICE
ENGINEER will commence work upon execution of this Task Order. The schedule for
completion of the services included in this Task Order will be agreed upon by the OWNER and
ENGINEER at the time that the OWNER is ready to proceed with the work. The anticipated
schedule is as follows:
Task 100: 4 months
Task 200: Months 4-10
Task 300: Months 10-16
Task 400: Months 0-16
40
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
PART 6.0 PAYMENTS TO ENGINEER
ENGINEER will be compensated for actual work performed on a Per Diem (time and expense)
basis, in an amount not to exceed $1,229,500.00. Payment for fees will be paid monthly based on
actual labor time and the hourly billing rates plus project related reimbursable expenses. Funds
may be transferred from one task to another without amendment, as long as the total cost is not
exceeded.
Task 100: FRAMEWORK $ 395,285.00
Task 200: SOLUTION
DEVELOPMENT AND
EVALUATION
$ 338,854.00
Task 300: IMPLEMENTATION $313,546.00
Task 400: PROJECT MANAGEMENT $81,815.00
Task 500: SUPPLEMENTAL DATA
COLLECTION AND
TESTING (ALLOWANCE)
$100,000.00
TOTAL $1,229,500.00
All Per Diem (hourly fee) work will be charged based upon the personnel classifications
performing the work and corresponding hourly rate set forth in the attached hourly and fee
breakdown incorporated herein as Attachment A. The Hourly Fee Summary is attached as
Attachment B and incorporated herein by reference. Hourly rates are subject to review and
adjustment annually. Any adjusted hourly rates shall be subject to mutual agreement by
ENGINEER and OWNER.
41
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
This Task Order is executed on ___________________________________.
OWNER: ENGINEER:
UNION COUNTY, NC BLACK & VEATCH INTERNATIONAL
COMPANY
By: By:
Name: Name:
Title: Title:
Address: Address:
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
BTI
42
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
Attachment A: Billing Rate Schedule
For the Scope of Services, OWNER will compensate ENGINEER in accordance with the Bill
Rate Schedule below, plus Reimbursable Expenses in accordance with Section 6.1.5 of the
Agreement. Standard hourly rates are subject to review and adjustment annually. Any adjusted
hourly rates shall be subject to mutual agreement by ENGINEER and OWNER. Hourly rates
effective on the date of this Agreement are as follows:
HOURLY RATE SCHEDULE
Effective through December 31, 2026
Principal/Sr. Project Director $360
Discipline Director/Consulting Director $350
Principal Engineering Manager $350
Principal Discipline Engineer $330
Sr. Project Manager $310
Sr. Engineering Manager $300
Sr Construction Manager $295
Sr. Discipline Engineer $295
Sr. Env Scientist/Sr Consultant $295
Sr Estimator $285
Sr. Architect $280
Project Manager $270
CAD/BIM Tech Director $250
Engineering Manager $250
Lead Env Scientist/Lead Consultant $245
Lead Engineer $225
CAD/BIM Tech Coordinator $225
Sr Contracts Manager $220
Lead Estimator $215
Lead Architect $210
Field Engineer/Construction Manager $205
Sr Associate Engineer - Civil $200
CAD/BIM Sr Technician $195
Sr Project Controls $195
Associate Consultant $190
Associate Engineer - Disciplines $190
Contract Support $190
Lead Resident Inspector $190
Associate Engineer - Civil $185
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TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
Sr Project Admin $180
CAD/BIM Lead Technician $170
Graduate Engineer – Disciplines $170
Graduate Engineer - Civil $165
Lead Finance/Accountant/Biller $160
Resident Inspector $160
Project Controls $150
CAD/BIM Associate Technician $145
Sr Clerical $145
Jr Graduate Engineer - Civil $145
Project Admin $140
Associate Finance/Accountant/Biller $130
Engineering Intern $130
Clerical $120
44
TASK ORDER: 10021-01 – BIOSOLIDS MASTER PLAN
Attachment B: Hourly Fee Summary
45
Client Position Director Project Manager
Lead
Finance/Accountin
g/Billing
Project Admin Project Controls
Sr. Engineering
Manager/QC
Associate
Engineer -
Civil/Mechanical
Principal Process
Engineer
Sr. Process
Engineer/QC
Associate
Engineer -
Process
Lead Estimator EndTotals
HOURS\COST TOTALS IN USD $: 68 276 20 56 20 603 553 687 354 1,604 111 4,352 --- --- ---
CONTRACT TOTALS IN USD $: $ 24,990 $ 78,246 $ 3,360 $ 8,232 $ 3,150 $ 189,945 $ 110,324 $ 238,046 $ 109,652 $ 319,998 $ 25,058 $ 4,352 $ 1,111,000 $ 118,500 $ 1,229,500
Task Description Test 10 Test 11 Test 12 Test 13 Test 14 Test 19 Test 26 Test 44 Test 45 Test 46 Test 47
Task 1 Framework
1/.01 Kickoff Meeting 4 4 4 6 18 2 18 56 15,509$ 15,509$
1/.02 Data Collection and Review 22 33 36 4 89 184 44,982$ 44,982$
1/.03 Operations Evaluations 9 64 64 20 40 197 50,390$ 50,390$
1/.04 Regulatory and Policy Review 1 2 4 18 22 22 69 19,635$ 19,635$
1/.05 Bisolids Production Forecast 4 9 4 18 35 9,209$ 9,209$
1/.06 Existing System Assessment 13 18 27 89 147 36,467$ 36,467$
1/.07 End Use Options/Market Assessment 2 2 6 31 89 178 308 77,012$ 77,012$
1/.08 Framework Definition Workshop 6 9 36 18 44 113 31,364$ 31,364$
1/.09 Framework Definition TM 9 33 44 36 49 89 260 67,132$ 67,132$
1/.10 Assess Regional Opportunities 22 29 4 22 22 33 132 38,588$ 38,588$
1/.11 Framework Misc. Expenses 5,000$ 5,000$
Task 1 Subtotals 29 74 168 147 253 210 620 1,501 390,285$ 5,000$ 395,285$
Task 2 Solution Development and Evaluation
2/.01 Development of Screening and Evaluation Criteria 2 7 4 27 40 9,618$ 9,618$
2/.02 Screening and Evaluation Criteria TM 2 2 7 2 33 46 10,826$ 10,826$
2/.03 Technology Overview & Screening 2 9 56 27 111 205 53,314$ 53,314$
2/.04 Technology Screening Workshop 6 9 18 9 18 60 17,152$ 17,152$
2/.05 Alternatives Identification Workshop 9 9 18 44 80 20,402$ 20,402$
2/.06 Alternatives Development and Evaluation 4 4 44 111 67 31 222 483 115,715$ 115,715$
2/.07 Alternatives Evaluation Workshop 6 9 18 9 18 60 17,152$ 17,152$
2/.08 Solution Development and Evaluation TM 13 33 56 44 31 89 266 67,856$ 67,856$
2/.09 Solution Dev and Evaluation Misc. Expenses 6,000$ 6,000$
2/.10 Technology Witness Trips 36 40 76 19,320$ 1,500$ 20,820$
Task 2 Subtotals 4 44 151 207 235 113 562 1,316 331,354$ 7,500$ 338,854$
Task 3 Implementation
3/.01 Strategy Development 13 33 44 67 157 42,693$ 42,693$
3/.02 Strategy Development Workshop 3 6 9 9 2 29 9,377$ 9,377$
3/.03 CIP Development 2 22 67 111 27 67 296 72,944$ 72,944$
3/.04 CIP Cost Estimate 2 11 18 44 111 186 44,105$ 44,105$
3/.05 CIP Project Prioritization & Scheduling 2 13 56 44 27 44 186 48,972$ 48,972$
3/.06 CIP Schedule Validation Workshop 3 6 6 9 2 26 8,432$ 8,432$
3/.07 Biosolids Master Plan Report 13 33 44 18 27 133 268 63,992$ 63,992$
3/.08 Biosolids Master Plan Report Review Workshop 4 7 9 27 27 74 21,032$ 21,032$
3/.09 Implementation Misc. Expenses 2,000$ 2,000$
Task 3 Subtotals 14 82 224 199 179 31 382 111 1,222 311,546$ 2,000$ 313,546$
Task 4 PM&A
4/.01 General PM&A 10 56 20 56 20 20 182 40,593$ 40,593$
4/.02 Progress Meetings 11 20 40 20 40 131 37,223$ 37,223$
4/.03 PM&A Misc. Expenses 4,000$ 4,000$
Task 4 Subtotals 21 76 20 56 20 60 20 40 313 77,816$ 4,000$ 81,816$
Task 5 Supplemental Data Collection and Testing (Allowance)
5/.01 Supplemental Data Collection and Testing Allowance 100,000$ 100,000$
Task 5 Subtotals 100,000$ 100,000$
Project TotalExpenses &
AllowancesStaffing Summary Hours Labor
46
Maintenance BldgChemical BldgElectrical BldgAdmin BldgFilter Bldg
47
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-300 Agenda Date:6/1/2026
TITLE:..title
Contract - Task Order Amendment to 12-Mile Site 5 Sub-Metering Task Order
INFORMATION CONTACT:
Christopher Clark, Union County Water, Director of Water and Wastewater Operations, 704-296-4215
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement with Gavel and Dorn
Engineering, PLLC, 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:
Pursuant to past flow metering having been performed in the 12-Mile Creek drainage basin under a
previous contract, this task order will further refine our evaluation of “Site 5” as it exhibited significant
amounts of rainfall induced inflow and infiltration. Under the original Task Order, Gavel and Dorn
Engineering, PLLC, installed seventeen (17) flow meters and two (2) rain gauges within the Site 5
basin along with two (2) flow meters and one (1) rain gauge in the Poplin Pump Station basin. Due to
a lack of rain events resulting in an extended duration of flow monitoring, additional funding is needed
to complete our study of this basin.
FINANCIAL IMPACT:
The cost for this amended task order is $188,750. Funding is available in the adopted FY2026
budget appropriation in budget code 60026510-5381.
Union County, NC Printed on 5/19/2026Page 1 of 1
powered by Legistar™48
TASK ORDER 9663-01 Amendment 01
This Task Order Amendment pertains to an Agreement by and between UNION COUNTY, NORTH CAROLINA (“OWNER” or “Owner”), and GAVEL & DORN ENGINEERING, PLLC
(“ENGINEER” or G&D), dated June 13, 2025 (“the Agreement”), as modified by Task Order 9663-01 dated October 20, 2025. ENGINEER shall perform services on the project described below as provided herein and in the Agreement and the Task Order. This Task Order
Amendment shall not be binding until it has been properly signed by both parties. Upon execution, this Task Order Amendment shall supplement the Agreement and the Task Order as it pertains to the project described below.
TASK ORDER NUMBER: 9663-01 Amendment 01
PROJECT NAME: 12-Mile Site 5 Sub-Metering
The parties agree to amend Task Order 9663-01 as specified below.
1.Modify PART 5.0, PERIODS OF SERVICE, to extend the period of fieldwork from “110 days
from the start date (NTP) unless extended by OWNER” to “170 days from the start date (NTP)
unless extended by OWNER."
2.Modify PART 6.0 PAYMENTS TO ENGINEER, by replacing the fee table in the Task Order
with the following:
12-Mile Site 5 Sub-Metering – Fee TableItem Unit Quantity Unit Cost Extended Cost Flow Meter Installation EA 19 $600 $11,400
Meter Maintenance Meter/Month 95 $1,450 $137,750
Rain Gauge Gauge/Month 15 $740 $11,100
Data Analysis Meter/Month 95 $300 $28,500
Total $188,750
This Task Order is executed this .
UNION COUNTY, NORTH CAROLINA GAVEL & DORN ENGINEERING, PLLC
“OWNER” “ENGINEER”
BY: BY:
NAME: Brian Matthews NAME: Jason Dorn
TITLE: County Manager TITLE: President
ADDRESS: 500 N. Main Street ADDRESS: 6730 Freedom Drive
Monroe, NC 28112 Charlotte, NC 28214
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 49
Docusign Envelope ID: EC12CF77-1F35-4032-A61D-6E1A5DB47154
APPENDIX
Exhibit A
TASK ORDER 9663-01
This Task Order pertains to an Agreement by and between UNION COUNTY, NORTH
CAROLINA ("OWNER"), and GAVEL & DORN ENGINEERING, PLLC ("ENGINEER"),
dated June 13th, 2025 ("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.
TASK ORDER NUMBER: 9663-01
PROJECT NAME: 12-Mile Site 5 Sub-Metering
PART 1.0 PROJECT DESCRIPTION:
* or "Owner"
**or "G&D"
Int BUM
Flow metering was performed in the 12-Mile Creek drainage basin under the previous contract.
The results of that study indicate that "Site 5" exhibited significant amounts of rainfall induced
inflow and infiltration (RDII). Under this Task Order, the collection system upstream of Site 5 will
be sub-metered. G&D will install seventeen (17) meters and two (2) rain gauges within the Site 5
basin. Additionally, two (2) meters and one (1) rain gauge will be installed in the Poplin
pumpstation basin, as it pumps flow into the Site 5 basin. The metering equipment will be installed
for a period of three (3) months. The collected data will be analyzed for metrics associated with
both dry and wet weather flows for comparison. These results will direct further SSES activities
(e.g., MH inspections and smoke testing).
PART 2.0 SCOPE OF BASIC SERVICES TО ВЕ РЕRFORMED BY ENGINEER ON THE
PROJEСТ:
A. The initial step in the project will include a Project Kick-off Meeting, during
which the goals and objectives of the project will be reviewed, data requirements
discussed, communication plans developed, and the preliminary work plan
reviewed and modified as needed.
B. The most current versions of the GIS files for the 12 Mile Basin area shall be
obtained from the Owner. Based on the mapping and areas provided by the Owner,
the ENGINEER will confirm the viability of these locations. Meters will be placed
at key locations throughout the system to isolate flow into smaller basins. Locations
will be reviewed with and approved by the Owner prior to being deployed.
C. A total of nineteen (19) temporary flow meter units will be installed in manholes at
the approved locations in accordance with manufacturer recommendations. These
units will remain in service for 3 months or until sufficient rain events are captured
to evaluate the I-I entering the system. Hach FL900 series flow monitors with1
50
Docusign Envelope ID: EC12CF77-1F35-4032-A61D-6E1A5DB47154
D.
E.
F.
G.
submerged level-velocity sensors will be utilized. Level-velocity meters operate
using a single sensor that translates pressure into depth of flow and uses Doppler to
measure average velocity. The meters will continuously monitor the level and
velocity within the pipe and calculate the corresponding rate of flow; a data point for
level, flow, and velocity will be stored every five (5) minutes.
Three (3) tipping bucket rain gauges will be deployed within the drainage area.
Rainfall data will be collected at the same time interval (5-min) as the flow metering
data.
The flow meters will continuously submit real-time data via a wireless cellular
modem to a dedicated server where it can be viewed and downloaded through an
internet-connected web browser. The data is also stored on the meter and can be
manually downloaded during a site visit if the cellular signal is not sufficient to
upload data. The system will also include alarms to submit event notifications via
SMS texts and emails in the event any problems occur with the meters. Union Owner
Water-staff will be provided with a username and password to view the data in near
real time.
A confined space entry-certified crew will assess the suitability of the proposed
meter sites, install the meters, calibrate them to match the existing conditions
encountered in the field, perform any necessary site visits for equipment replacement
and maintenance, and remove the meters at the end of the monitoring period. Data
specialists will daily monitor meter operation and data remotely via the Claros web
portal. Any equipment malfunctions, sensor fouling, or other problems will be
immediately apparent from the data. Field crews will be dispatched as soon as
possible to troubleshoot and resolve the problems.
The flow and rainfall data will be reviewed, processed, reconstructed (as needed),
and analyzed. Wet weather flows will be compared to dry weather flows to quantify
the amount of extraneous flow entering the system upstream of each meter. This
flow will be disaggregated into rainfall induced infiltration and inflow (i.e., RDII)
based on the characteristics of the data.
A draft Final Report will be prepared which will summarize findings, estimate RDII
per meter basin, rank the meter basins according to RDII severity, and recommend
additional field evaluation activities to identify the exact sources of the RDII within
the system. Once the Owner has reviewed the draft Final Report and provided
comments, a Final Report will be submitted.
H. A brief weekly progress report will be submitted to the Owner that summarizes the
work completed that week and identifies any work that will be occurring in the
following week. It will also identify any issues that have occurred during work and
request any additional information that might be needed from the Owner. A monthly
progress meeting (either in person or via web conference) will be held to discuss the
project in detail.
Int
2
t3D BUM
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Docusign Envelope ID: EC12CF77-1F35-4032-A61D-6E1A5DB47154
PART 3.0 ADDITIONAL SERVICES, NOT PART OF BASIC SERVICES:
A. Study of any sewer basins outside of the gravity sewer area known as 12 Mile Site
5 Basin.
B.Performance of any field assessment activities beyond those specifically
mentioned in this scope of work.
C. Design of any sewer rehabilitation, repair or replacement work to address
deficiencies in the sewer collection system.
D. Permitting or other regulatory agency compliance activities.
PART 4.0 OWNER'S RESPONSIBILITIES:
A. Provide ENGINEER with electronic data including GIS files, previous reports
or studies, or other relevant data. *which is in OWNER's possession Int 30 UM
B. Assist ENGINEER with any public issues or concerns.
**
C. Promptly review and advise ENGINEER of any recommended changes to the
project or concerns with the scope or schedule of the work and provide review
comments for the Draft Flow meter analysis and I/I report. ** Review Int BUM
PART 5.0 PERIODS OF SERVICE:
Work on the project will begin within 15 days of receipt of a written Notice to
Proceed from OWNER. Fieldwork will be completed within 110 days from the
start date (NTP) unless extended by OWNER. The draft I/I report will be
submitted to OWNER within 60 days of completion of field assessment
activities, and the Final I/I report will be submitted within 15 days of receipt of
comments on the draft report from OWNER.
3
52
Docusign Envelope ID: EC12CF77-1F35-4032-A61D-6E1A5DB47154
PART 6.0 PAYMENTS TO ENGINEER:
1. Payment for Basic Services:
Item
All work included in the Basic Services Scope of Work will be completed per
the following fee schedule:
Flow Meter Installation
12-Mile Site 5 Sub-Metering - Fee Table
Unit Quantity Unit Cost Extended Cost
EA 19 $600.00 $11,400.00
Meter Maintenance Meter/Month 57 $1,450.00 $82,650.00
Rain Gauge Gauge/Month 9 $740.00 $6,660.00
Data Analysis Meter/Month 57 $300.00 $17,100.00
Total:$117,810.00
2. Payment for Additional Services:
Payment for Additional Services outside of the Basic Services Scope of Work
shall be based upon a mutually agreed upon fee using a firmly defined scope
of services. No work outside of the Basic Services will be performed without
written amendment to this Task Order.
This Task Order is executed this October 20, 2025
UNION COUNTY,
NORTH CAROLINA
-Signed by:
By: Brian W Matthews
-B14014C7F9F4414
Name: Brian Matthews
GAVEL & DORN ENGINEERING, PLLC
By:cou on
Name. Jason Dorn
Title: County Manager
Address: 500 N. Main St.
Monroe, NC 28112
Title: Partner
Address: 6730 Freedom Drive
Charlotte, North Carolina 28214
Approved as to Legal Form: BТІ This instrument has been preaudited in the
Manner required by The Local Government
Budget and Fiscal Control Act.
-Signed by:
kiara Mellendon
Deguty Finanice Officer
53
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-304 Agenda Date:6/1/2026
TITLE:..title
Resolution for Dedication of a General Public Utility Easement for the City of Monroe on Union
County Property
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Adopt resolution dedicating a general public utility easement on the property of Union County for the
benefit of the City of Monroe.
PRIOR BOARD ACTIONS:
1) November 18, 2019, Regular Meeting, Agenda Item #5 - Approved WK Dickson & Co., Inc. Task
Order 2017-09 for engineering design services.
2) May 05, 2021, Regular Meeting, Agenda Item #10 - Approved WK Dickson & Co., Inc. Task Order
2017-09 Amendment 01 for engineering design services.
3) August 01, 2022, Regular Meeting, Agenda Item #22-491 - Approved WK Dickson & Co., Inc. Task
Order 2017-09 Amendment 03 for engineering design services.
4) October 16, 2023, Regular Meeting, Agenda Item #23-707 - Approved RH Price, Inc. bid award,
approved WK Dickson & Co., Inc. Task Order 2021-11 for construction services, and approved
Capital Project Ordinance No. 360 for construction funding.
BACKGROUND:
The City of Monroe requests that Union County adopt a resolution for dedication of a general public
utility easement for the maintenance of the newly installed Piedmont Innovation Park gravity sewer.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/19/2026Page 1 of 1
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RESOLUTION FOR DEDICATION OF A GENERAL PUBLIC UTILITY
EASEMENT FOR THE CITY OF MONROE ON UNION COUNTY PROPERTY
WHEREAS, Union County currently owns certain properties along or near
Goldmine Road and Price Short Cut Road in Union County, which properties are part
of its Piedmont Innovation Park and may be more particularly referenced as Union
County Tax Parcels #09372003D, #09372003E and #09372003G (collectively the
“Properties”); and
WHEREAS, as part of Union County’s development of its Piedmont Innovation
Park, Union County extended a sewer line near and on the Properties (the “Sewer
Line”); and
WHEREAS, the City of Monroe is now accepting ownership and maintenance of
the Sewer Line, and as part of such process is requiring the dedication of a general
public utility easement for operation of the sewer line, as such easement is shown on
the Properties in the attached Exhibit 1 (the “Easement”); and
WHEREAS, dedication of the Easement will benefit the Properties, as well as
benefit the City of Monroe; and
WHEREAS, North Carolina General Statutes §§ 153A-176, 160A-273, and
160A-274, as well as all other applicable law, permit the Union County Board of
Commissioners to dedicate the Easement to the City of Monroe, with or without
consideration, upon such conditions it deems wise; and
WHEREAS, the Board of Commissioners believes it wise to dedicate the
Easement without monetary consideration, pursuant to applicable law.
NOW, THEREFORE, the Union County Board of Commissioners resolves as
follows:
1. The Board of Commissioners hereby authorizes the County Manager to dedicate
the Easement, as shown on the attached Exhibit 1, without monetary
consideration.
2. The County Manager, or his designee, is authorized to execute any and all
documents necessary to dedicate the Easement.
Adopted this the ____ day of ________________, 2026.
ATTEST:
_______________________________ ______________________________________
Lynn G. West, Clerk to the Board Brian Helms, Chair
Union County Board of Commissioners
55
EASEMT_GPUE Template.doc
NORTH CAROLINA Excise Tax: no excise tax______
_UNION__COUNTY Tax Parcel. No.: 09372003D,___
09372003E_and 09372003G_
GENERAL PUBLIC UTILITY EASEMENT
KNOW ALL MEN BY THESE PRESENTS, that ___Union County, NC___, Grantor, in consideration of
______$ 0 . 0 0 __________________ paid by the City of Monroe to Union County, NC, and in further consideration of
benefits accruing to Union County, NC, and its successors in title, receipt whereof is hereby acknowledged, do hereby grant
and convey to the City of Monroe, a North Carolina Municipal Corporation, Grantee, and its successors and assigns the
perpetual right, privilege and easement to go in and upon its property, as described in deed duly recorded in the Office of the
Register of Deeds for _Union_ County in Book _7331_, at page _503 thru 516 _, to which reference is hereby made for a
more particular description (the “Property”), as such easement is further described in this instrument.
The specific location and dimensions of the permanent easement and any temporary easement are found on
EXHIBIT A attached hereto and to which reference is made for a more particular description (the “Easement Area”).
Grantee's right to enter Grantor's land for the purposes set forth in this General Public Utility Easement document
shall be confined to streets, roads and driveways when they exist at the time entry is necessary and when they are adequate
for Grantee's purposes, but when they do not exist or are not adequate, such right to enter shall be over the nearest most
practical route or routes to the Easement Area.
The right and privilege and easement shall include construction, maintenance and operation in, upon, across and
through the Easement Area in a proper manner all general public utilities (water, sewer, electric, telecommunication, and/or
gas), together with the right to install taps and appliances with right at all times to enter upon said Easement Area for the
purpose of inspecting said lines and to make necessary repairs, improvements and alterations thereupon. The following
rights are also being granted:
a.To remove from the Easement Area, now or at any time in the future, trees, structures, or other obstructions that
may interfere with the proper maintenance and operation of said easement.
b.To regulate, restrict, or prohibit any future building, fence, or other type temporary or permanent structure within
the Easement Area.
c.To regulate, restrict, or prohibit any future placement of trees, shrubbery, or bushes within the Easement Area.
d.To regulate, restrict, or prohibit any changes of grade within the Easement Area.
To have and to hold said right and easement to it the said Grantee and its successors in title forever.
IN TESTIMONY WHEREOF, the party(ies) of the first part, Grantor’s authorized representative has hereunto set
his/her hand and seal on the day of , 20 .
(SEAL)
(SEAL)
(SEAL)
(SEAL)
NORTH CAROLINA - COUNTY
I, , a Notary Public in and for said County and State do hereby certify
that personally appeared before me this day and being duly sworn
stated that in his presence
acknowledged the due execution of the foregoing instrument for the
purpose and intents therein expressed.
Witness my hand and Official Seal, this the day of , 20 .
My commission expires: (SEAL)
Notary Public
([KLELW
56
EXHIBIT A
57
EXHIBIT A
58
EXHIBIT A
59
EXHIBIT A
60
EXHIBIT A
61
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-262 Agenda Date:6/1/2026
TITLE:..title
Amendments to Chapter 20 of the Union County Code
INFORMATION CONTACT:
Jon Williams, Fire Marshal’s Office, Fire Marshal, 704-296-4296
ACTION REQUESTED:
Adopt ordinance to amend Chapter 20 of the Union County Code.
PRIOR BOARD ACTIONS:
Board of County Commissioners passed and approved a fire code ordinance on February 1st, 1993.
BACKGROUND:
Our current ordinance was enacted in February of 1993. The revised ordinance reflects updated civil
penalties and revisions to the issuance of permits for pyrotechnics. The revised ordinance also
requests that the North Carolina Building Code Council grant our request that a mandatory permit be
issued for mobile food preparation vehicles, more stringent requirements for combustible landscaping
materials and gates and adoption of Appendices B, C, and D. These appendices are as follows: Fire-
flow Requirements for Buildings, Fire Hydrant Locations & Distribution, and Fire Apparatus Access
Roads.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/22/2026Page 1 of 1
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ORDINANCE AMENDING CHAPTER 20 OF THE UNION COUNTY CODE
WHEREAS, the Union County Board of Commissioners (the “Board”) is authorized
pursuant to N.C. Gen. Stat. § 153A-121 and N.C. Gen. Stat. § 153A-233 to adopt ordinances for
the protection of the public health, safety, and welfare, including fire prevention and protection
measures; and
WHEREAS, Chapter 20 of the Union County Code currently establishes regulations and
penalties related to fire prevention within the County; and
WHEREAS, the Board finds that it is necessary and appropriate to update and modernize
its fire prevention regulations and to clarify local enforcement provisions consistent with state
law; and
WHEREAS, the Board has determined that it is in the best interestsRI Union County and
its residents to amend Chapter 20 as hereinafter set forth.
NOW, THEREFORE, BE IT ORDAINED by the Union County Board of Commissioners
as follows:
1. Chapter 20, “Fire Prevention,” of the Union County Code is hereby amended and restated
in its entirety as set forth in Exhibit A, attached hereto and incorporated herein by
reference.
2. This Ordinance shall become effective 14 days after the date of its adoption.
Adopted this ____ day of _____________ 2026.
_________________________________________
Brian Helms
Chair, Union County Board of Commissioners
63
Exhibit A
Sec. 20-1. - DUTIES OF CERTAIN OFFICIALS
Within the North Carolina Fire Code, when reference is made to the duties of certain
officials named therein, that designated official of Union County who has duties
corresponding to those of the named official in said code and who has been designated
by the Union County Board of County Commissioners shall be deemed to be the
responsible official insofar as enforcing the provisions of said code are concerned.
Sec. 20-2. - FIRE PREVENTION CODE ADOPTION
(a) Except as hereinafter amended, the provisions of the North Carolina Fire Prevention
Code which include appendices B, C, and D (hereafter referred to as the N.C. Fire Code)
current edition, adopted by the North Carolina Building Code Council is hereby adopted
and made applicable as the Fire Prevention Code of Union County. The specific
provisions of the aforesaid state building code herein referred to as the fire prevention
code are hereby incorporated into this section as fully as if set out herein verbatim.
(b) The listed standards and publications which comprise a part of the fire prevention code,
as the same may be periodically revised and updated, shall be applicable and enforced
within the county.
(c) Amendments to the N.C. Fire Code, which are adopted and published by the North
Carolina Building Code Council, shall be effective on the date prescribed by the North
Carolina Building Code Council.
(d) The North Carolina State Building Code volume that is titled Administrative and
Enforcement Requirements is hereby referenced for the administration of the N.C. Fire
Code, current edition for periodic inspection of buildings altered, repaired or rehabilitated
in accordance with the existing building code.
(e) This ordinance shall apply within the unincorporated areas of Union County and any
municipality which has previously consented to the County’s exercise of fire code
enforcement jurisdiction. Nothing herein is intended to create, eliminate, or modify any
municipal consent or authorization for fire code enforcement by the Union County Fire
Marshal’s Office. Pursuant to N.C. Gen. Stat. § 153A-122, this ordinance may also apply
within the boundaries of any municipality located within Union County, upon the
municipality’s adoption of a resolution authorizing its enforcement.
Sec. 20-3. - VIOLATION OF TECHNICAL CODE
(a) Any act constituting a violation of the provisions of the N.C. Fire Code shall subject the
offender to a civil penalty for each violation in the amount set out below:
64
Open Burning
Violation
(Violation of Air
Quality or Burn
Ban):
First Offense
(within a 12-
month period)
Second Offense
(within a 12-
month period)
Third Offense
(within a 12-
month period)
Subsequent
Violations (within
a 12-month
period)
Residential or
Commercial
Written Notice $250.00 $500.00 $ 750.00
First Offense Second Offense
Means of Egress $250.00 per day
Overcrowding $250.00 per day
Locked Exit/Exit Obstruction $500.00 per offense $1,000.00 per offense
Fire Detection/Protection $250.00 per offense $500.00 per day
Means of Egress: Unless otherwise noted, civil penalties of $250 per day may be issued
after three written notices, and no less than seventy-five (75) days from the issuance of
the initial notice (the “Notice Requirement”). No further notice shall be required for the
issuance of the civil penalty. Violations for overcrowding, locked exit/exit obstruction,
and fire detection/protection shall not be subject to the Notice Requirement.
Overcrowding: Civil penalties may be issued at first offense without prior notice.
Locked Exit/Exit Obstruction: Civil penalties may be issued at first offense without prior
notice.
Fire Detection/Protection: Civil penalties may be issued at first offense without prior
notice.
Each day any violation continues after notification by the Fire Marshal or his designee
that such violation exists shall be considered a separate offense for purposes of assessing
the civil penalties stated herein.
(b) Civil penalties are assessed in accordance with N.C. Gen. Stat. § 153A-123.
(c) Civil penalties may be assessed by the Fire Marshal or their designee upon the issuance
of a written citation, or the issuance of a notice of violation (“NOV”). The citation or the
NOV may be delivered to the offender in person or may be mailed by registered or
certified mail to the offender at his last known address.
65
(d)If the offender fails to pay the civil penalty within ten days after being cited for a
violation, the penalty may be recovered by the county in a civil action in the nature of
debt. In accordance with N.C. Gen. Stat. Chapter 105A, debts owed to the County in
excess of fifty dollars ($50.00) may be collected through the North Carolina Local
Government Debt Setoff Clearinghouse Program.
(e) The civil penalties assessed pursuant to this section shall be in addition to and not in lieu
of, injunctive or equitable relief, or other remedies available for violations of the N.C.
Fire Code.
Sec. 20-4. Pyrotechnic Display Permits for Public Exhibitions
(a) The Board of County Commissioners retains all authority granted under N.C. Gen. Stat.
§ 14-413 to issue permits for the exhibition, use, or discharge of pyrotechnics and hereby
designates the Union County Fire Marshal’s Office as its agent for the purpose of
receiving, reviewing, and issuing such permits on behalf of the Board within Union
County.
(b) Pursuant to N.C. Gen. Stat. § 14-413(a1), a city within Union County may issue permits
for the exhibition, use, or discharge of pyrotechnics within its corporate limits only if the
Board of County Commissioners has adopted a resolution expressly authorizing the city
to do so. Any such authorizing resolution in effect at the time of adoption of this
ordinance shall remain valid unless and until withdrawn by subsequent resolution of the
Board of County Commissioners.
(c) Except as provided in subsection (b), no person shall engage in the use of pyrotechnics
for public display within Union County without first submitting a completed application
to and obtaining a permit from the Union County Fire Marshal’s Office at least twenty
(20) days in advance of the proposed display. The names and addresses of all operators
and assistants shall appear on the application, and a copy of the license issued by the
North Carolina Office of State Fire Marshal for each operator and assistant shall be
submitted with the application. No permit shall be issued by the Union County Fire
Marshal’s Office, or by any city authorized to issue permits, unless the proposed display
fully complies with all applicable provisions of this chapter, the North Carolina State Fire
Code, and N.C. Gen. Stat. § 14-413.
(d) A permit shall not be issued under this section unless the display operator provides proof
of a bond or certificate of insurance in an amount of at least five hundred thousand dollars
($500,000), or the minimum amount required under the North Carolina State Building
Code pursuant to G.S. 143-138(e), whichever is greater.
Sec. 20-5. - COMBUSTIBLE LANDSCAPING MATERIALS
No pine straw or any other landscape cover material with a fire rate of spread more than
24 inches per minute shall be placed, kept, or stored within 10 feet of buildings with
combustible exterior construction including, but not limited to, vinyl, aluminum, Masonite,
or wood siding.
66
(a) Exception: This provision shall not apply to one- and two-family dwellings as defined in
Section R101.2 of the N.C. Fire Code. Excludes pine straw that falls from trees located on
the same parcel as the building.
(b) Civil Penalties: Violations not abated within 7 days of written notice shall constitute a
$250.00 per day civil penalty.
(c) Existing conditions: All existing pine straw as of the date of adoption of this ordinance may
remain, however, the placement of any additional pine straw within 10 feet of combustible
exterior construction is prohibited.
(d) The provisions of this section shall become effective thirty days after the date of adoption
of this ordinance.
Sec. 20-6. - OPEN BURNING
Open burning shall be conducted in accordance with the N.C. Fire Code and all applicable
state air quality and solid waste disposal laws, North Carolina Forest Service and any other
applicable state regulations.
Sec. 20-7 - MOBILE FOOD PREPARATION VEHICLES
A permit issued by the Union County Fire Marshal’s Office is required for mobile food
preparation vehicles equipped with appliances that produce smoke or grease-laden vapors.
A mobile food preparation vehicle is defined as a vehicle that contains cooking equipment
that produce smoke or grease-laden vapors for the purpose of preparing and serving food
to the public. Vehicles intended for private recreation shall not be considered mobile food
preparation vehicles. Mobile food preparation vehicles shall meet the requirements as
listed in the N.C. Fire Code.
Sec. 20-8 GATES
No person shall install or cause to be installed any gate, barrier, or other obstruction across
a fire apparatus access road, unless the design, placement, and means of emergency
operation have been approved in advance by the Union County Fire Marshal, in
coordination with the chief of the local fire department with jurisdiction over the area. The
clear width of the roadway shall be a minimum of twenty feet clear width on all entrances
and exit roadways shall be a minimum of sixteen feet width or larger on all exits, unless
otherwise approved by the Union County Fire Marshal. Operation of an electric gate shall
be by preemption device (siren from an emergency vehicle) and Knox Key Switch.
Operation of an approved manual gate shall be by a Knox Box or Knox Lock, unless
otherwise approved. The gates and the emergency operation shall always be operational.
67
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-285 Agenda Date:6/1/2026
TITLE:..title
Appointment of Deputy Finance Officer
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Appoint Aries Tanggani, Accountant, to serve as a “Deputy Finance Officer” in order to pre-audit
obligations.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
G.S. 159-8 directs that no county "may expend any moneys…except in accordance with a budget
ordinance or project ordinance."
The pre-auditing of obligations, required by G.S. 159-28(a), is a principal legal mechanism for
assuring compliance with the budget ordinance and each project ordinance. The pre-audit rule
provides that no obligation may be incurred in an activity accounted for in a fund project ordinance
unless two requirements are met. First, the obligation must be authorized; that is, one of the
ordinances must contain an appropriation to cover it. Second, the authorization must not be
exhausted; sufficient unspent and unencumbered funds must remain in the appropriation to meet the
obligation when it comes due. Only if both requirements are met is the obligation validly incurred.
Completion of this two-stage review is evidenced by placing the finance officer's certificate on the
obligations. Having the deputy finance officer authorized to pre-audit obligations is important and
such delegation will occur only with the approval of the County's finance officer and only when
adequate internal controls are built into the payment procedures that are used.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/22/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-322 Agenda Date:6/1/2026
TITLE:..title
NC Department of Public Safety - Juvenile Crime Prevention Council Funding FY 2026
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Approve revised County Funding Allocation Plan FY 2025-2026, 2) authorize the Finance Director
to approve the funding plan, grant agreements and documents related to such grant agreements
during their terms, and 3) adopt Budget Amendment #24.
PRIOR BOARD ACTIONS:
1) June 16, 2025, Regular Meeting, Agenda Item 25-383 - Approved County Funding Plan for FY
2025-2026, Authorized the Finance Director to approve the grant agreements and documents related
to such grant agreements during their term, and authorized the County Manager to appropriate JCPC
Funding as approved in the funding plan by a County Manager’s Budget Amendment in FY 2026.
2) May 4, 2026, Regular Meeting, Agenda Item 26-244 - Approved Discretionary Award for FY 2025-
2026,authorized the Finance Director to approve an updated funding plan, grant agreements and
documents related to these additional funds during their terms, and approved Budget Amendment
#22.
BACKGROUND:
The Juvenile Crime Prevention Council (JCPC) is a Board appointed by Commissioners, as defined
by State Statutes. The JCPC provides funding and monitors Community Based alternatives to
juvenile incarceration and provides funding for substance abuse prevention strategies and programs.
Funding for JCPC programs is generally adopted in the State Budget and assigned to County
programs by a formula grant. Normally, a county JCPC approves a budget for the upcoming fiscal
year, which is then submitted to the North Carolina Department of Public Safety Juvenile Justice and
Delinquency Prevention (the DJJ). The attached revised funding plan was developed and approved
by the JCPC Board and represents the Board's plan for how the funds will be spent for the 2025-
2026 fiscal year.
The JCPC budget is normally approved as a "pass-through" line-item in the County budget, meaning
that the amount approved by the State is received by the County and then used for the JCPC
program.
Union County has not approved JCPC programs in line-item detail in the past; rather, the JCPC
Union County, NC Printed on 5/22/2026Page 1 of 2
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File #:26-322 Agenda Date:6/1/2026
Board normally negotiates, approves, and monitors line-item detail within the amount of funds
allocated to the program, and provides a recommended budget to Commissioners.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/22/2026Page 2 of 2
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$163,907 Rate:30%
OTHER OTHER
#Program Provider DPS-JCPC
Funding
County Cash
Match
Local Cash
Match Local In-
Kind
State/
Federal
Funds Total % Non DPS-JCPC
Program Revenues
1
Life Connections of the Carolinas-DASH Counseling Services $147,853 $44,712 $192,565 23%
2
Transforming Youth Movement, INC- Transforming Futures $132,983 $250 $40,800 $174,033 24%
3 Aspire Youth & Family, Inc-Kids At Work! Union $71,573 $6,928 $21,100 $99,601 28%
4 Union County-JCPC Administration $10,229 $10,229
5 A.R.I.S.E- Union-Kre8ivu $60,000 $30,000 $90,000 33%
6 Parenting Support $8,461 $3,797 $12,258 31%
7
Transforming Youth Movement-Union County Teen Court Program $47,790 $16,320 $64,110 25%
8
9
10
11
12
13
14
15
16
17
18
TOTALS:$478,889 $7,178 $156,729 $642,796 25%
County2025-2026 .
Amount of Unallocated Funds
Amount of funds reverted back to DPS Chairperson, Juvenile Crime Prevention Council (Date)
Discretionary Funds added
check type initial plan update final
Chairperson, Board of County Commissioners (Date)
or County Finance Officer
Reviewed by_____________________________________
Area Consultant Date
Reviewed by_____________________________________Program Assistant Date
Verified by_____________________________________
Designated State Office Staff Date ver 03/02/21
-----DPS Use Only-----
$2,450
DPS JCPC funds must be committed with a Program Agreement submitted in NC Allies and electronically signed by authorized officials.
LOCAL FUNDING
The above plan was derived through a planning process by the Union
Juvenile Crime Prevention Council and represents the County’s Plan for use of these funds in FY
Union County
NC DPS - Community Programs - County Funding Plan
Available Funds: $$476,439 Local Match: $
5.14.26
Docusign Envelope ID: 692F4126-F828-8569-810E-6EFD56CC8B3D
5/20/2026
71
BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
State Grants -
Salaries & Benefits, Op Exp, & Pmts to Outside Agencies -
Explanation:Reallocate funding for Juvenile Crime Prevention Program (JCPC) programs as outlined in the revised FY 26 Funding Plan.
DATE 6/1/2026 APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
10114450-5699-17602 Payments to Other Agencies 1,261 10114450-4441-17602 State Grant JCPC 1,261
10114450-4441-17605 State Grant JCPC 3,781 10114450-5121-17605 Salaries & Wages 1,503
10114450-5699-17611 Payments to Other Agencies 1,260 10114450-5131-17605 FICA Contributions 115
10114450-5699-17612 Payments to Other Agencies 1,260 10114450-5134-17605 401-K Supp Ret Plan - Other 75
10114450-5136-17605 Ret Contrib.- Other Employees 168
10114450-5220-17605 Food & Provisions 200
10114450-5260-17605 Printing & Office Supplies 1,100
10114450-5383-17605 Medical Services 620
10114450-4441-17611 State Grant JCPC 1,260
10114450-4441-17612 State Grant JCPC 1,260
Total 7,562 Total 7,562
Prepared By
Posted By
Date Number 24
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
Finance JCPC
FY 2026 June 01, 2026
72
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-303 Agenda Date:6/1/2026
TITLE:..title
Compensation Adjustment for the Clerk to the Board
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
Authorize the BOCC Chairman to take administrative action as necessary to provide an annual
increase in compensation of $9,605.12 to the Clerk to the Board, retroactive to January 1, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Pursuant to G.S. 153A-92(a), the Board of County Commissioners is charged with the responsibility
of determining the compensation of all county officers and employees, including the appointed
position of the Clerk to the Board.
FINANCIAL IMPACT:
No additional funding required. Sufficient funding is available in the FY2026 budget.
Union County, NC Printed on 5/19/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-305 Agenda Date:6/1/2026
TITLE:..title
Compensation Adjustment for the County Manager
INFORMATION CONTACT:
Julie Broome, Human Resources, Human Resources Director, 704-283-3869
ACTION REQUESTED:
Authorize the BOCC Chairman to take administrative action necessary to provide an annual increase
in compensation of $7,046.88 to the County Manager retroactive to January 1, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Pursuant to G.S. 153A-92(a), the Board of County Commissioners is charged with the responsibility
of determining the compensation of all county officers and employees, including the appointed
position of the County Manager.
FINANCIAL IMPACT:
No additional funding required. Sufficient funding is included in the FY2026 budget.
Union County, NC Printed on 5/19/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-306 Agenda Date:6/1/2026
TITLE:..title
Compensation Adjustment for the County Attorney
INFORMATION CONTACT:
Julie Broome, Human Resources, Human Resources Director, 704-283-3869
ACTION REQUESTED:
Authorize the BOCC Chairman to take administrative action necessary to provide an annual increase
in compensation of $7,046.88 to the County Attorney, retroactive to January 1, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Pursuant to G.S. 153A-92(a), the Board of County Commissioners is charged with the responsibility
of determining the compensation of all county officers and employees, including the appointed
position of the County Attorney.
FINANCIAL IMPACT:
No additional funding required. Sufficient funding is included in the FY2026 budget.
Union County, NC Printed on 5/19/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-310 Agenda Date:6/1/2026
TITLE:..title
Union County CDBG 2026-2030 Consolidated Plan and 2026 Annual Action Plan
INFORMATION CONTACT:
Monica Culbreath, County Manager’s Office, Grant Specialist, 704-283-3580
ACTION REQUESTED:
1) Adopt the Union County 2026-2030 Consolidated Plan and the 2026 Annual Action Plan; 2)
authorize the County Manager to execute the required submittal documents to the U.S. Department
of Housing and Urban Development (HUD); and 3) authorize the County Manager to negotiate and
execute agreements with Community Development Block Grant (CDBG) subrecipients substantially
consistent with this agenda item.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County became a HUD Entitlement Community in 2016 and began receiving annual
Community Development Block Grant (CDBG) funding on July 1, 2016. The purpose of the CDBG
program is to develop viable communities by providing decent housing, a suitable living environment,
and expanded economic opportunities principally for low- and moderate-income persons. Eligible
activities include housing rehabilitation, public services, public facilities and infrastructure
improvements, economic development, planning, and administration.
As required by HUD, entitlement communities must prepare and submit a five-year Consolidated
Plan that identifies community needs, establishes priorities, and outlines a strategic plan for the use
of federal housing and community development funds. The 2026-2030 Consolidated Plan serves as
Union County’s strategic planning document for the upcoming five-year period.
Additionally, HUD requires the submission of an Annual Action Plan each program year to identify the
specific projects and funding allocations proposed for that year. The 2026 Annual Action Plan
represents the first program year of the 2026-2030 Consolidated Plan and covers the period
beginning July 1, 2026, and ending June 30, 2027.
The County conducted the required citizen participation process, including public notices and public
hearings, to obtain community input regarding housing, community development, and public service
needs prior to preparation of the plans.
FINANCIAL IMPACT:
Union County, NC Printed on 5/19/2026Page 1 of 2
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File #:26-310 Agenda Date:6/1/2026
The requested amount for the 2026 Annual Action Plan is $843,937.00. This amount represents the
total allocation Union County is eligible to receive from HUD for the FY2026-2027 program year.
Union County, NC Printed on 5/19/2026Page 2 of 2
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FY 2026-2030
Five-Year Consolidated Plan
and
FY 2026 Annual Action Plan
For Submission to HUD for the
Community Development Block Grant Program
Brian Matthews, County Manager
County Commission:
Brian Helms, Chair
Christina Helms, Vice Chair
Clancy Baucom
Melissa Merrell
Jason May, Budget & Grants Management Director
Union County Government Center
Budget & Grants Management Department
500 North Main Street
Monroe, NC 28112
78
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) i
Table of Contents
Table of Contents ............................................................................................................................... i
Executive Summary ............................................................................................................................1
ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) ......................................................................... 1
The Process...................................................................................................................................... 26
PR-05 Lead & Responsible Agencies 24 CFR 91.200(b) ........................................................................... 26
PR-10 Consultation - 91.100, 91.110, 91.200(b), 91.300(b), 91.215(I) and 91.315(I) ............................ 27
PR-15 Citizen Participation - 91.105, 91.115, 91.200(c) and 91.300(c) .................................................. 46
Needs Assessment ........................................................................................................................... 50
NA-05 Overview ...................................................................................................................................... 50
NA-10 Housing Needs Assessment - 24 CFR 91.205 (a, b, c) .................................................................. 51
NA-15 Disproportionately Greater Need: Housing Problems - 91.205 (b)(2) ......................................... 62
NA-20 Disproportionately Greater Need: Severe Housing Problems - 91.205 (b)(2) ............................. 66
NA-25 Disproportionately Greater Need: Housing Cost Burdens - 91.205 (b)(2) ................................... 70
NA-30 Disproportionately Greater Need: Discussion - 91.205(b)(2) ...................................................... 72
NA-35 Public Housing - 91.205(b) ........................................................................................................... 75
NA-40 Homeless Needs Assessment - 91.205(c) .................................................................................... 80
NA-45 Non-Homeless Special Needs Assessment - 91.205 (b, d) ........................................................... 85
NA-50 Non-Housing Community Development Needs - 91.215 (f) ........................................................ 88
Housing Market Analysis .................................................................................................................. 90
MA-05 Overview ..................................................................................................................................... 90
MA-10 Number of Housing Units - 91.210(a)&(b)(2).............................................................................. 91
MA-15 Housing Market Analysis: Cost of Housing - 91.210(a) ............................................................... 94
MA-20 Housing Market Analysis: Condition of Housing - 91.210(a) ...................................................... 97
MA-25 Public and Assisted Housing - 91.210(b) ................................................................................... 100
MA-30 Homeless Facilities and Services - 91.210(c) ............................................................................. 104
79
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) ii
MA-35 Special Needs Facilities and Services - 91.210(d) ...................................................................... 108
MA-40 Barriers to Affordable Housing - 91.210(e) ............................................................................... 112
MA-45 Non-Housing Community Development Assets - 91.215 (f) ..................................................... 114
MA-50 Needs and Market Analysis Discussion ..................................................................................... 121
MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income Households -
91.210(a)(4), 91.310(a)(2) ........................................................................................................ 124
MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3) ......................................................................... 126
Strategic Plan ................................................................................................................................. 128
SP-05 Overview ..................................................................................................................................... 128
SP-10 Geographic Priorities - 91.215 (a)(1) ........................................................................................... 129
SP-25 Priority Needs - 91.215(a)(2)....................................................................................................... 136
SP-30 Influence of Market Conditions - 91.215 (b) ............................................................................... 141
SP-35 Anticipated Resources - 91.215(a)(4), 91.220(c)(1,2) ................................................................. 142
SP-40 Institutional Delivery Structure - 91.215(k) ................................................................................ 145
SP-45 Goals Summary - 91.215(a)(4) .................................................................................................... 150
SP-50 Public Housing Accessibility and Involvement - 91.215(c) .......................................................... 162
SP-55 Barriers to affordable housing - 91.215(h) ................................................................................. 165
SP-60 Homelessness Strategy - 91.215(d) ............................................................................................ 167
SP-65 Lead based paint Hazards - 91.215(i) .......................................................................................... 170
SP-70 Anti-Poverty Strategy - 91.215(j) ................................................................................................ 172
SP-80 Monitoring - 91.230 .................................................................................................................... 174
Annual Action Plan......................................................................................................................... 177
AP-15 Expected Resources - 91.220(c)(1,2) .......................................................................................... 177
Annual Goals and Objectives .......................................................................................................... 180
AP-20 Annual Goals and Objectives ...................................................................................................... 180
Projects ......................................................................................................................................... 182
AP-35 Projects - 91.220(d) .................................................................................................................... 182
80
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) iii
AP-38 Project Summary ........................................................................................................................ 185
AP-50 Geographic Distribution - 91.220(f) ........................................................................................... 193
Affordable Housing ........................................................................................................................ 199
AP-55 Affordable Housing - 91.220(g) .................................................................................................. 199
AP-60 Public Housing - 91.220(h) ......................................................................................................... 200
AP-65 Homeless and Other Special Needs Activities - 91.220(i) .......................................................... 203
AP-75 Barriers to affordable housing - 91.220(j) .................................................................................. 208
AP-85 Other Actions - 91.220(k) ........................................................................................................... 209
Program Specific Requirements ...................................................................................................... 217
AP-90 Program Specific Requirements - 91.220(l)(1,2,4) ..................................................................... 217
Exhibits .......................................................................................................................................... 219
81
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 1
FY 2026-2030 Five-Year Consolidated Plan
and FY 2026 Annual Action Plan
Executive Summary
ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction
Union County, North Carolina is an entitlement community under the U.S. Department of Housing
and Urban Development’s (HUD) Community Development Block Grant (CDBG) Program. The
County became an Entitlement Grantee in 2016 and began receiving an annual allocation of
Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and
Urban Development (HUD) July 1, 2016. As a recipient of CDBG funds, the County is required to
prepare a five-year strategic plan that identifies housing and community needs and prioritizes
these needs, identifies resources to address needs, and establishes annual goals and objectives
to meet the identified needs. This five-year plan is known as the Consolidated Plan.
The purpose of the Consolidated Plan is to outline a strategy for the County to follow for the use
of CDBG funding to achieve the goals of the CDBG program over the next five years. CDBG funds
are intended to provide low- and moderate-income households with viable communities,
including decent housing, a suitable living environment, and expanded economic opportunities.
Eligible activities include public and community facility improvements, housing rehabilitation and
82
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 2
preservation, development activities, public services, economic development, planning, and
administration.
This is the third Consolidated Plan for Union County and covers the period of July 1, 2026, through
June 30, 2030. Preparation and approval of the Consolidated Plan is a prerequisite to the County’s
use of federal housing and community development funds. The Consolidated Plan was prepared
in accordance with Sections 91.100 through 91.230 of HUD’s Consolidated Plan Final Rule.
As an entitlement community, Union County will receive an annual share of federal CDBG funds.
To receive its CDBG entitlement funding, the County must also submit an Annual Action Plan (AAP)
to HUD each year during the five-year consolidated plan period. The Annual Action Plan describes
the funding levels and activities to be undertaken during the individual upcoming program year
for the CDBG program to address the priority needs and objectives as outlined in the Consolidated
Plan. The Federal FY 2026 Annual Action Plan, which corresponds with Union County’s Program
Year 2026-2027, is the funding application for CDBG funds in the amount of $843,937.00 and
includes information on the projects approved by Union County, to be implemented in the 2026
program year.
This Five-Year Consolidated Plan is a collaborative effort of Union County and its constituent
municipalities, social service agencies and providers, housing providers, community development
agencies, and economic development groups. The planning process was accomplished through a
series of public meetings, stakeholder interviews, resident surveys, statistical data, and review of
previous community development plans.
83
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 3
Maps:
The following maps are included which illustrate the demographic characteristics of Union
County:
• Population Density by Block Group
• Percent White Population by Census Tract
• Percent Hispanic Population by Census Tract
• Percent Minority Population by Block Group
• Percent Population Age 65+ by Census Tract
• Total Housing Units by Block Group
• Percent Owner-Occupied Housing Units by Census Tract
• Percent Renter-Occupied Housing Units by Census Tract
• Percent Vacant Housing Units by Census Tract
• Low/Moderate Income Percentage by Block Group
• Low/Moderate Income w/Minority Percentage by Block Group
• Commercial Hot Spots
• Percent Occupied Housing Units with No Vehicles by Block Group
• Percent of Households with Income Below Poverty Level by Block Group
• Voucher Concentration by Census Tract and Public Housing Developments
• Union County Municipalities and Townships
• Union County CDBG Program Participating Jurisdictions
• Union County Zoning Map
84
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 1
Population Density by Block Group
85
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 2
Percent White Population by Block Group
86
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 3
Percent Hispanic Population by Block Group
87
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 4
Percent Minority Population by Block Group
88
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 5
Percent Population 65 and Over by Block Group
89
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 6
Total Housing Units by Block Group
90
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 7
Percent Owner-Occupied Housing Units by Block Group
91
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 8
Percent Renter-Occupied Housing Units by Block Group
92
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 9
Percent Vacant Housing Units by Block Group
93
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 10
Low-Moderate Income Percentage by Block Group
94
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 11
Low/Moderate Income with Minority Percentage by Block Group
95
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 12
Commercial Hot Spots
96
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 13
Percent Owner-Occupied Housing Units with No Vehicles by Block Group
97
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 14
Percent of Households with Income Below the Poverty Level by Block Group
98
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 15
Voucher Concentration by Census Tract and Public Housing Developments
99
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 16
Union County Municipalities and Townships (current as of August 6, 2024)
100
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 17
Union County CDBG Program Participating Jurisdictions (as of FY 2026)
101
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 18
Union County Zoning Map (current as of August 6, 2024)
102
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 19
2. Summary of the objectives and outcomes identified in the Plan Needs Assessment
Overview
Union County’s Consolidated Plan outlines goals and strategies that parallel the County’s 2050
Comprehensive Plan. The 2050 Comprehensive Plan contains community goals, policies and
strategies, that lay the foundation of principles that will allow for creating a more livable and
vibrant community that will offer new employment opportunities, improved public facilities and
alignment of these plans will ensure coordination of current and future municipal efforts and will
allow for leveraging resources targeted towards growing Union County.
The Consolidated Plan outlines goals and strategies that will be pursued over the next five years
with CDBG funds. All CDBG funded projects except for program administration and planning
activities, must meet one of three HUD defined National Objectives:
• Benefit to low- and moderate-income (LMI) persons: Requires recipients to spend at least
70% of their CDBG funds to meet LMI national objective.
• Aid in the prevention or elimination of slums or blight.
• Meet urgent needs to alleviate emergency conditions.
The Consolidated Plan proposes the following six (6) strategies to address the subsequent goals
to address the housing, community development and economic development needs of Union
County for the period of FY 2026 through FY 2030 for the CDBG Program:
Housing Priority - (HS)
There is a need to increase the supply of affordable, decent, safe, and sanitary housing for
homebuyers, owners, and renters, and to protect their housing rights.
Goals:
• HS-1 Housing Rehabilitation - Conserve and rehabilitate owner- and renter-occupied
affordable housing units across the County by addressing code violations, necessary
repairs, energy conservation, utility improvements, and accessibility for persons with
disabilities.
• HS-2 Housing Construction - Increase the supply of decent, safe and sanitary accessible
housing that is affordable to low- and moderate-income homebuyers and renters in the
County by providing funds for acquisition, development fees, infrastructure
improvements, construction, rehabilitation, and redevelopment of vacant land and
buildings.
• HS-3 Homeownership - Assist low- and moderate-income homebuyers in purchasing
homes through down payment and closing cost assistance and associated housing
counseling.
103
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 20
• HS-4 Housing Assistance - Provide funds for utility payments, deposits, and rental fees
for low-income households who are faced with the threat of eviction or who may be at
risk of becoming homeless.
• HS-5 Fair Housing - Continue to cooperate with housing agencies and organizations to
ensure that Union County residents are aware of their legal rights and available fair
housing resources.
Homeless Priority - (HO)
There is a need for services and housing opportunities for persons and families who are homeless
or at risk of becoming homeless.
Goals:
• HO-1 Housing Opportunities - Increase housing opportunities and living conditions for
persons and families who are homeless or who are at risk of becoming homeless.
• HO-2 Support and Management Services - Promote and assist supportive and
management services for public and non-profit agencies and organizations which assist
persons who are homeless or who are at risk of becoming homeless.
• HO-3 Homelessness Prevention - Promote and assist in anti-eviction activities and work
to resolve unfair housing practices which may contribute to homelessness.
• HO-4 Permanent Supportive Housing - Promote and assist in the development of new
permanent supportive housing opportunities for persons and families who are
experiencing homelessness and who are exiting shelters and transitional housing
programs.
• HO-5 Shelter Housing - Support and assist in the development of shelters and supportive
training and educational programs for sheltered residents.
Other Special Needs Priority - (SN)
There is a need to increase housing opportunities, services, and facilities for persons with special
needs.
Goals:
• SN-1 Housing - Increase the number of decent, safe, sound, sanitary, accessible and
affordable units that are available and accessible to all sectors of the special needs
populations.
• SN-2 Accessibility - Promote and assist in making accessibility improvements to existing
housing units, including making reasonable accommodations for the physically disabled
so they can continue to remain in their homes.
104
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 21
• SN-3 Social Services - Promote and support social service programs and facilities that
address populations with special needs, including but not limited to the elderly, persons
with disabilities, veterans, and victims of domestic violence.
• SN-4 Removal of Architectural Barriers - Remove architectural barriers which restrict the
mobility and access to public facilities and services for persons with physical disabilities.
Community Development Priority - (CD)
There is a need to upgrade and improve community facilities, infrastructure, and public services,
in order to revitalize socially and economically distressed areas of the County and to improve the
quality of life for County residents.
Goals:
• CD-1 Community Facilities - Improve parks and trails, recreational and community
facilities, and public buildings throughout the County.
• CD-2 Infrastructure - Rehabilitate, reconstruct, and/or construct new public
infrastructure such as roadways, sidewalks, bridges, curbs, walkways, water and sanitary
sewer lines, storm water drainage, and related improvements.
• CD-3 Public Services - Improve and enhance public services and programs for youth, the
elderly, persons with disabilities, and general social/welfare public service programs for
low- and moderate-income County residents.
• CD-4 Nutritional Services - Promote and support food and nutrition programs to address
the needs of the elderly and persons with disabilities, the unemployed, underemployed,
and homeless.
• CD-5 Public Safety - Improve and enhance public safety and emergency response through
facility improvement and new construction, purchase of equipment, crime prevention,
community policing, and other related activities.
• CD-6 Clearance/Demolition - Remove and eliminate slum and blighting conditions
through demolition of vacant, abandoned, and dilapidated structures.
• CD-7 Transportation - Support the expansion of public transportation and improvements
to pedestrian, bicycle, and vehicular transportation routes to assist low- and moderate-
income residents, the elderly, persons with disabilities, and persons with other special
needs in accessing medical services, employment, childcare, training, and other essential
needs and services.
Economic Development Priority - (ED)
There is a need to increase employment, workforce development, self-sufficiency, educational
training, and empowerment for residents of the County.
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Goals:
• ED-1 Employment - Support and encourage job creation, job retention, and job training
opportunities in partnership with nonprofits and educational institutions.
• ED-2 Development - Support business and commercial growth through expansion and
development including entrepreneurship and small business development in partnership
with economic development organizations.
• ED-3 Redevelopment - Plan and promote the development, redevelopment, and
revitalization of vacant commercial and industrial sites.
• ED-4 Financial Assistance - Support and encourage new economic development through
local, state, and Federal tax incentives and programs such as Tax Incremental Financing
(TIF), Local Economic Revitalization Tax Assistance (LERTA), Enterprise Zones/Entitlement
Communities, Section 108 Loan Guarantees, Economic Development Initiative (EDI)
funds, Opportunity Zones, Congressionally Directed Spending, etc.
Administration, Planning, and Management Priority - (AM)
There is a need for planning, administration, management, and oversight of Federal, State, and
local funded programs to address the housing, community development and economic
development needs.
Goals:
• AM-1 Overall Coordination - Provide program management and oversight for the
successful administration of Federal, State, and locally funded programs, including
planning services for special studies, annual action plans, five-year consolidated plans,
substantial amendments, consolidated annual performance and evaluation reports
(CAPER), environmental reviews and clearances, fair housing, and compliance with all
Federal, State, and local laws and regulations.
• AM-2 Fair Housing - Support local Fair Housing Agencies and assist in the enforcement of
Fair Housing Choice violations, undertake studies and other actions to demonstrate the
County’s commitment to Affirmatively Further Fair Housing (AFFH).
3. Evaluation of past performance
Union County continues to have good performance with HUD. The County regularly meets the
performance standards set by HUD. The County prepares its Consolidated Annual Performance
Evaluation Report (CAPER) and submits it within ninety (90) days after the start of the subsequent
program year. Copies of each CAPER are available for review at the Union County Budget & Grants
Management Department, 500 N. Main Street, Monroe, North Carolina 28112.
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The FY 2024 CAPER, which was the fourth CAPER for the FY 2021-2025 Five-Year Consolidated
Plan, was submitted to HUD on December 17, 2025. In the FY 2024 CAPER, Union County
expended 100% of its CDBG funds to benefit low- and moderate-income persons, which exceeds
the statutory minimum of 70%. The County expended 10.67% of its funds on public services, which
exceeds the statutory maximum of 15%. The County expended 9.63% of its funds on General
Administration and Planning, which is below the statutory maximum of 20%. The County was not
yet in compliance with the required 1.5 drawdown ratio, having an adjusted drawdown ratio for
its FY 2024 allocation of 1.51 as of January 28, 2026. It intends to continue drawing down FY 2024
and prior year funds to meet the drawdown ratio.
4. Summary of citizen participation process and consultation process
The County followed its Citizen Participation Plan in its preparation of the Consolidated Plan. The
County held its needs hearing for community input on Wednesday, January 21, 2026, at 5:30 PM
EST. This provided residents, agencies and organizations an opportunity to discuss the County’s
CDBG Programs and to provide suggestions for the FY 2026-2030 Consolidated Plan.
The County’s Budget and Grants Management Department maintains a contact list for the CDBG
Program and sends out copies of public hearings notices and meetings concerning the Program.
Notices are sent to all known agencies and individuals who have an interest or have participated
in previous programs and activities.
A "Draft" FY 2026-2030 Five-Year Consolidated Plan and FY 2026 Annual Action Plan were placed
on public display for review by the general public as well as agencies and organizations in the
community. A newspaper notice announcing that these documents were on public display was
published in "The Enquirer Journal", the local newspaper of general circulation. The "Draft" Five-
Year Consolidated Plan and Annual Action Plan were on public display at the following locations:
• Union County Government Center: Budget & Grants Management Department, 500 N.
Main Street, Monroe, NC 28112
• Online at https://www.unioncountync.gov/
A resident survey was made available in English-language and Spanish-language editions between
December 15, 2025, and February 14, 2026. The electronic version was available on the County’s
website while the hard copy was available from the Budget & Grants Management Department
upon request. The results of the survey were used to assist in determining goals and outcomes.
An analysis and description of the citizen participation process is contained in PR-15 Citizen
Participation.
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5. Summary of public comments
Union County held its First Public Hearing on Wednesday, January 21, 2026, at 5:30 PM, at the
Union County Government Center Board Room, 500 N. Main Street, Monroe, NC 28112.
Comments received at the First Public Hearing are included in the attachments section of the Plan.
The FY 2026-2030 Five-Year Consolidated Plan and FY 2026 Annual Action Plan were on public
display from Thursday, April 30, 2026 through Friday, May 29, 2026. A Second Public Hearing was
held on Wednesday, May 20, 2026 at 5:30 PM, at the Union County Government Center Board
Room, 500 N. Main Street, Monroe, NC 28112. Comments received at the Second Public Hearing
and during the display period are included in the attachments section of the Plan.
6. Summary of comments or views not accepted and the reasons for not accepting them
All comments and suggestions received to date have been accepted and incorporated into the
planning document.
7. Summary
The goals of the Consolidated Plan are to provide a "Road Map" for the use of CDBG funding which
will improve the living conditions of all residents in Union County, create a suitable and
sustainable living environment, and address the housing and community development needs of
the County’s residents.
The Five-Year Consolidated Planning process requires that the County prepare in a single
document its priorities and goals to address, establish and maintain:
• Housing needs;
• A suitable living environment; and
• Economic opportunities for every resident.
The County will use the Consolidated Plan’s goals to allocate CDBG funds over the next five (5)
years and to provide direction to its strategic partners, participating agencies, and stakeholder
organizations to address the housing and community development needs of the low- and
moderate-income residents of Union County. HUD will evaluate the County’s performance based
on the goals established in the Five-Year Consolidated Plan.
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8. Budget
During the FY 2026 Program Year, Union County anticipates that it will receive $843,937.00 in
CDBG funds.
Union County proposes to undertake the following activities with the FY 2026 CDBG funds:
# CDBG Project Name
1. Administration & Planning $42,196.00
2. CSUC - Community Meals & Pantry Program $34,000.00
3. Council on Aging - In-Home Assistance for Seniors $42,590.00
4. Common Heart - Economic Empowerment Program $25,000.00
5. Common Heart - Cupboard Ally Delivery Program $25,000.00
6. Infrastructure and Improvement - Park Projects $337,576.00
7. Habitat for Humanity - Individual Home Repair $337,575.00
Total CDBG Expenditure $843,937.00
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The Process
PR-05 Lead & Responsible Agencies 24 CFR 91.200(b)
1. Describe agency/entity responsible for preparing the Consolidated Plan and those
responsible for administration of each grant program and funding source
The following are the agencies/entities responsible for preparing the Consolidated Plan
and those responsible for administration of each grant program and funding source.
Agency Role Name Department/Agency
CDBG Administrator Union County Budget & Grants Management Department
Table 1 - Responsible Agencies
Narrative
The County’s Budget & Grants Management Department administers the CDBG program. As such,
the Department prepares the Five-Year Consolidated Plan, Annual Action Plans, Environmental
Review Records (ERRs), and Consolidated Annual Performance Evaluation Reports (CAPERs). The
Department also conducts monitoring, processing of payment requests, contracting, and program
oversight on a day-to-day basis. Additionally, the County has retained a private planning
consulting firm which is available to assist the County as needed.
Consolidated Plan Public Contact Information
Ms. Monica Culbreath
Grants Specialist
Union County Budget & Grants Management Department
500 N. Main St., Monroe, NC 28112
Phone: (704) 283-3580
Email: monica.culbreath@unioncountync.gov
Website: https://www.unioncountync.gov
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PR-10 Consultation - 91.100, 91.110, 91.200(b), 91.300(b), 91.215(I) and 91.315(I)
1. Introduction
While preparing the FY 2026-2030 Consolidated Plan and FY 2026 Annual Action, the County
consulted with the Monroe Housing Authority, the Community Shelter of Union County, social
services agencies, housing providers, and members of the North Carolina Balance of State
Continuum of Care. Surveys were created for stakeholders and residents to complete which
identified needs, system gaps, and goals for the next five years. Input from the meetings and
surveys were used to develop priorities, goals and strategies for the Five-Year Plan.
Provide a concise summary of the jurisdiction’s activities to enhance coordination
between public and assisted housing providers and private and governmental health,
mental health and service agencies (91.215(I)).
Union County works with the following agencies to enhance coordination:
• Monroe Housing Authority - The County remains abreast of Monroe Housing Authority
(MHA) activities, and County residents are appointed to the MHA Board of Commissioners
by the Mayor of Monroe. MHA administers Section 8 Vouchers in the County and County.
Additionally, MHA’s nonprofit affiliate Community Advancement & Redevelopment
Enterprises Inc. (CARE) operates four Project-Based Voucher (PBV) housing
developments.
• Community Shelter of Union County - The County and the Community Shelter coordinate
their efforts to ensure homeless persons have access to food and shelter. The County also
provides Federal and local funds to the Community Shelter for operation and expansion.
• Social Services Agencies - The County provides funds to improve services for low- and
moderate-income persons.
• Housing Providers - The County provides funds to rehabilitate and develop affordable
housing and to provide housing options for low- and moderate-income households.
As part of the annual CDBG application process, local agencies and organizations are invited to
submit proposals for CDBG funds for eligible activities. These groups participate in the planning
process by attending the public hearings, participating in informational meetings, and completing
survey forms.
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Describe coordination with the Continuum of Care and efforts to address the needs of
homeless persons (particularly chronically homeless individuals and families, families
with children, veterans, and unaccompanied youth) and persons at risk of homelessness
Region 5 (the Piedmont Region) of the North Carolina Balance of State Continuum of Care
encompasses Cabarrus, Davidson, Rowan, Stanly, and Union Counties. The regional lead agency
is Partners Health Management, and the Community Shelter of Union County is the lead local
Coordinating Agency for Union County. The County coordinates activities with the CoC and
supports its applications for funding, and the Community Shelter was consulted to gather
information and data on the County’s Continuum of Care efforts. With County support, the CoC
addresses homelessness through providing housing and supportive services for homeless persons
in Union County.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area
in determining how to allocate ESG funds, develop performance standards and evaluate
outcomes, and develop funding, policies and procedures for the administration of HMIS
Not applicable. The County currently does not receive ESG funding. The Union County Community
Shelter is a direct recipient of ESG funds.
The Community Shelter of Union County and Turning Point, Inc. establish their own service
delivery schedules. They do participate in regularly scheduled Thrive! Union meetings to
collaborate with other social service agencies and organizations. Beyond the shelters, members
of Thrive! Union include Common Heart, the Community Shelter of Union County, the Union
County Department of Human Services, Union County Community Action, Partners Health
Management, Our Future in UNiSON, Monroe-Union County Community Development
Corporation, Boys & Girls Clubs of Greater Charlotte, Health Quest Pharmacy, South Piedmont
Community College, the City of Monroe, the Kaizen Foundation of North Carolina, and Atrium
Health. The monthly meetings coordinate activities, promote cooperation in service delivery, and
review data collected related to the homeless and at-risk populations served and any potential
unmet needs. They use the time to learn about programs that may be useful in the community
and advocate for and take positions on affordable housing proposals at the state and local level.
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2. Describe Agencies, groups, organizations and others who participated in the process
and describe the jurisdictions consultations with housing, social service agencies and
other entities
1. Agency/Group/Organization Union County Budget & Grants Management Department
Agency/Group/Organization Type
Other government - County
Planning organization
Civic Leaders
Grantee Department
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homelessness Strategy
Non-Homeless Special Needs
HOPWA Strategy
Market Analysis
Economic Development
Lead-based Paint Strategy
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
The Department of Budget & Grants Management is the
Administrator for the County’s CDBG entitlement funds
and has drafted the FY 2026-2030 Five-Year
Comprehensive Plan and FY 2026 Annual Action Plan.
2. Agency/Group/Organization Union County Manager’s Office
Agency/Group/Organization Type Other government - County
Civic Leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homelessness Strategy
Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County. The County Manager’s Office sets priorities for
how Union County will use its CDBG funding.
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3. Agency/Group/Organization Union County Human Services
Agency/Group/Organization Type
Services-Children
Services-Elderly Persons
Services-Persons with Disabilities
Services-Persons with HIV/AIDS
Services-Health
Services-Employment
Service-Fair Housing
Services - Victims
Health Agency
Child Welfare Agency
Other government – County
Planning organization
What section of the Plan was
addressed by Consultation?
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Non-Homeless Special Needs
HOPWA Strategy
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
4. Agency/Group/Organization Union County Building Code Enforcement
Agency/Group/Organization Type
Services-Housing
Service-Fair Housing
Agency - Management of Public Land or Water Resources
Other government-County
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homelessness Strategy
Lead-based Paint Strategy
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
Consulted to ascertain needs and priorities within Union
County.
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are the anticipated outcomes of
the consultation or areas for
improved coordination?
5. Agency/Group/Organization Union County Communications
Agency/Group/Organization Type
Services-Victims
Agency-Emergency Management
Other government-County
What section of the Plan was
addressed by Consultation?
Homelessness Strategy
Non-Homeless Special Needs
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
6. Agency/Group/Organization Union County Fire Marshal’s Office
Agency/Group/Organization Type
Services - Housing
Services-Elderly Persons
Services-Persons with Disabilities
Services-Victims
Agency-Emergency Management
Other government-County
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Market Analysis
Economic Development
Lead-based Paint Strategy
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
7. Agency/Group/Organization Monroe Housing Authority (MHA) and Community
Advancement and Redevelopment Enterprise (CARE)
Agency/Group/Organization Type Housing
PHA
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Services-Housing
Services-Homeless
Services-Fair Housing
Other government - Local
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Public Housing Needs
Homeless Needs - Chronically Homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
HOPWA Strategy
Market Analysis
Economic Development Strategy
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County. The Monroe Housing Authority is the Section 8
Housing Choice Voucher (HCV) provider for the City of
Monroe and Union County. Its nonprofit partner,
Community Advancement and Redevelopment Enterprise
(CARE) operates the four Project-Based Voucher (PBV)
developments within the County.
8. Agency/Group/Organization Community Shelter of Union County
Agency/Group/Organization Type
Continuum of Care
Services-Housing
Services-Children
Services-Elderly Persons
Services-Persons with Disabilities
Services-Persons with HIV/AIDS
Services-Victims of Domestic Violence
Services-homeless
Services-Health
Services - Victims
Regional organization
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
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Non-Homeless Special Needs
HOPWA Strategy
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County. Community Shelter of Union County is the local
emergency shelter provider and representative to the NC-
503 Balance of State Continuum of Care.
9. Agency/Group/Organization Council on Aging of Union County
Agency/Group/Organization Type
Services-Housing
Services-Elderly Persons
Services-Persons with Disabilities
Regional organization
Civic leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homeless Needs - Chronically homeless
Homelessness Needs - Veterans
Homelessness Strategy
Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
10. Agency/Group/Organization Food for Families
Agency/Group/Organization Type
Services-Children
Services-Elderly Persons
Services-Persons with Disabilities
Regional organization
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Public Housing Needs
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Strategy
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Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
11. Agency/Group/Organization Healthy Union Advisory Committee
Agency/Group/Organization Type
Services-Children
Services-Elderly Persons
Services-Persons with Disabilities
Services-Persons with HIV/AIDS
Services-Victims of Domestic Violence
Services-Homeless
Services-Health
Services - Victims
Regional organization
Civic Leaders
What section of the Plan was
addressed by Consultation?
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Non-Homeless Special Needs
HOPWA Strategy
Lead-based Paint Strategy
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
12. Agency/Group/Organization Union County Health Services
Agency/Group/Organization Type Services-Children
Services-Elderly Persons
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Services-Persons with Disabilities
Services-Persons with HIV/AIDS
Services-Victims of Domestic Violence
Services-Homeless
Services-Health
Services-Education
Services-Victims
Health Agency
Child Welfare Agency
Publicly Funded Institution/System of Care
Other government - County
What section of the Plan was
addressed by Consultation?
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Non-Homeless Special Needs
HOPWA Strategy
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
13. Agency/Group/Organization Common Heart
Agency/Group/Organization Type
Services-Children
Services-Elderly Persons
Services-Persons with Disabilities
Regional organization
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Public Housing Needs
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Strategy
Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
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How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
14. Agency/Group/Organization Town of Marshville
Agency/Group/Organization Type
Services - Victims
Agency - Managing Flood Prone Areas
Agency - Management of Public Land and Water
Resources
Agency - Emergency Management
Other government - Local
Civic Leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homelessness Strategy
Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
15. Agency/Group/Organization Village of Marvin
Agency/Group/Organization Type
Agency - Managing Flood Prone Areas
Agency - Management of Public Land and Water
Resources
Other government - Local
Civic Leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homelessness Strategy
Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
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How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
16. Agency/Group/Organization Town of Waxhaw
Agency/Group/Organization Type
Agency - Managing Flood Prone Areas
Agency - Management of Public Land and Water
Resources
Other government - Local
Civic Leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homelessness Strategy
Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
17. Agency/Group/Organization Monroe-Union County Community Development
Corporation
Agency/Group/Organization Type
Services - Housing
Service-Fair Housing
Regional organization
Planning organization
Business and Civic Leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
Consulted to ascertain needs and priorities within Union
County. MUCCDC provides Fair Housing services and
housing counseling & assistance to County residents.
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the consultation or areas for
improved coordination?
18. Agency/Group/Organization Union County Library
Agency/Group/Organization Type
Services-Children
Services-Elderly Persons
Services-Persons with Disabilities
Services-Homeless
Services-Education
Services-Narrowing the Digital Divide
Regional organization
What section of the Plan was
addressed by Consultation?
Non-Homeless Special Needs
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
19. Agency/Group/Organization Daymark Recovery Services
Agency/Group/Organization Type
Services-Persons with Disabilities
Services-Persons with HIV/AIDS
Services-Health
Services-Employment
Services - Victims
Regional organization
What section of the Plan was
addressed by Consultation?
Homeless Needs - Chronically homeless
Homelessness Strategy
Non-Homeless Special Needs
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
20. Agency/Group/Organization Turning Point, Inc.
Agency/Group/Organization Type Services-Housing
Services-Children
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Services-Elderly Persons
Services-Persons with Disabilities
Services-Persons with HIV/AIDS
Services-Victims of Domestic Violence
Services-Homeless
Services-Victims
Publicly Funded Institution/System of Care
Regional organization
What section of the Plan was
addressed by Consultation?
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Non-Homeless Special Needs
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
21. Agency/Group/Organization Union-Anson County Habitat for Humanity
Agency/Group/Organization Type
Housing
Services-Housing
Services-Elderly Persons
Services-Persons with Disabilities
Services-Homeless
Service-Fair Housing
Regional organization
Civic Leaders
What section of the Plan was
addressed by Consultation?
Housing Needs Assessment
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
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How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
22. Agency/Group/Organization Union County Chamber of Commerce
Agency/Group/Organization Type
Services-Education
Services-Employment
Regional organization
Business Leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Non-Homeless Special Needs
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
23. Agency/Group/Organization Union County Association of REALTORS
Agency/Group/Organization Type
Housing
Regional organization
Planning organization
Business Leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
Agency/Group/Organization South Piedmont Community College
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24.
Agency/Group/Organization Type
Services-Education
Services-Employment
Services - Narrowing the Digital Divide
Regional organization
Business and Civic Leaders
Major Employer
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Homelessness Strategy
Non-Homeless Special Needs
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
25. Agency/Group/Organization North Carolina Coalition to End Homelessness (NCCEH)
Agency/Group/Organization Type
Services-Children
Services-Elderly Persons
Services-Persons with Disabilities
Services-Persons with HIV/AIDS
Services-Victims of Domestic Violence
Services-homeless
Services-Fair Housing
Services - Victims
Regional organization
What section of the Plan was
addressed by Consultation?
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Non-Homeless Special Needs
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
The North Carolina Coalition to End Homelessness was
contacted to obtain information about homelessness and
shelter space in Union County. NCCEH manages the NC-
503 Balance of State Continuum of Care.
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the consultation or areas for
improved coordination?
26. Agency/Group/Organization Union County NAACP
Agency/Group/Organization Type
Services-Education
Regional organization
Civic Leaders
What section of the Plan was
addressed by Consultation?
Housing Need Assessment
Public Housing Needs
Homelessness Strategy
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Consulted to ascertain needs and priorities within Union
County.
27. Agency/Group/Organization Charter Communications/Spectrum
Agency/Group/Organization Type
Services-Broadband Internet Service Providers
Services-Narrowing the Digital Divide
Business Leaders
Major Employer
What section of the Plan was
addressed by Consultation?
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Spectrum plans were examined to determine the
availability and affordability of broadband internet service
in Union County.
28. Agency/Group/Organization Comcast/Xfinity
Agency/Group/Organization Type
Services-Broadband Internet Service Providers
Services-Narrowing the Digital Divide
Business Leaders
Major Employer
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What section of the Plan was
addressed by Consultation?
Market Analysis
Economic Development
Anti-poverty Strategy
Community Development Strategy
How was the Agency / Group /
Organization consulted and what
are the anticipated outcomes of
the consultation or areas for
improved coordination?
Xfinity plans were examined to determine the availability
and affordability of broadband internet service in Union
County.
Identify any Agency Types not consulted and provide rationale for not consulting
All known agency types were consulted and their input was incorporated in this plan.
Other local/regional/state/federal planning efforts considered when preparing the Plan
Name of Plan Lead Organization How do the goals of your Strategic Plan
overlap with the goals of each plan?
Citizen Participation
Plan
Union County, NC The Citizen Participation Plan was followed in
completing the Five-Year Consolidated Plan and
Annual Action Plan.
Union County 2050
Comprehensive Plan
Union County, NC The goals of the Comprehensive Plan and Five-
Year Consolidated Plan are complementary.
Continuum of Care Community Shelter of
Union County
The NC-503 Balance of State Continuum of Care
is the primary provider of housing and
supportive services for persons who are
unhoused or at risk of homelessness in Union
County. The goals of the County and the
Continuum of Care are complementary.
Monroe Housing
Authority Annual Plan
and Family Self-
Sufficiency Plan
Monroe Housing
Authority
The Monroe Housing Authority provides Section
8 Housing Choice Vouchers and Project-Based
Vouchers to eligible County residents. The goals
of the County and the Housing Authority are
complementary.
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Prosperity for All:
Greater Charlotte
Region Comprehensive
Economic Development
Strategy 2023-2028
Centralina Regional
Council
They are incorporated into the Five-Year
Consolidated Plan and the Annual Action Plan.
Cabarrus Stanly Union
Regional Hazard
Mitigation Plan
Cabarrus Stanly Union
Regional Hazard
Mitigation Planning
Committee
Regulations and guidelines for disaster hazard
preparation and mitigation are incorporated
into the Five-Year Consolidated Plan and the
Annual Action Plan.
National Risk Index US Federal Emergency
Management Agency
Data regarding potential disaster risks are
incorporated into the Five-Year Consolidated
Plan and the Annual Action Plan.
North Carolina
Environmental Public
Health Tracking
Program
North Carolina
Department of Health
and Human Services,
Division of Public Health
Data regarding childhood lead levels, rates of
HIV/AIDS and other social determinants of
health are incorporated into the Five-Year
Consolidated Plan and the Annual Action Plan.
North Carolina
Broadband Indices
North Carolina Division
of Broadband and
Digital Opportunity
Data regarding the availability and adoption
rates of broadband internet in Union County are
incorporated into the Five-Year Consolidated
Plan and the Annual Action Plan.
Table 2 - Other local/regional/federal planning efforts
Describe cooperation and coordination with other public entities, including the State and
any adjacent units of general local government, in the implementation of the Consolidated
Plan (91.215(l))
The Union County Budget & Grants Management Department administers the CDBG program and any
potential additional HUD grant programs. Its staff coordinates efforts with other County departments
such as Building Code Enforcement, Community Support & Outreach, Economic Development, Parks
and Recreation, Planning & Development, Public Health and Social Services.
The County Manager promotes policies as approved by the Board of County Commissioners, and
delegates their enforcement or completion to departments and agencies as appropriate. The
Manager also works with the mayors, managers and councils of communities within the County to
address projects and activities that affect multiple municipal governments.
Additionally, Union County and its partner Union-Anson County Habitat for Humanity follow
guidelines published by the North Carolina Department of Health and Human Services (DHHS) to assist
with lead-based paint hazard reduction in units being renovated through the County's
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Homeownership programs. The State does not identify specific units where lead-based paint is
present; those units are identified through the homeownership program inspection process. The
DHHS Division of Public Health provides data on the incidence of childhood lead poisoning and its
likely sources.
Many agencies and organizations serving Union County are based outside of the County and serve
other counties in the Charlotte metropolitan area or greater North Carolina. These groups were
contacted for their opinions and for data that pertains to local, regional, and statewide needs.
The members of Region 5 of the North Carolina Balance of State (BOS) Continuum of Care (CoC) were
invited to roundtable discussions to determine the needs of the homeless, chronically homeless, and
those at-risk of becoming homeless. Many of these partners provided comments on the Consolidated
Plan in either discussions or surveys.
Narrative (optional):
The County and its municipalities work to address needs that are common to both levels of
government and to coordinate and implement projects that have common goals. Communication is
maintained between County and municipal departments to ensure that all jurisdictions are able to
jointly address needs.
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PR-15 Citizen Participation - 91.105, 91.115, 91.200(c) and 91.300(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation
The FY 2026-2030 Consolidated Plan and FY 2026 Annual Action Plan used the following actions
encourage citizen participation: requests for funding were accepted from agencies/organizations;
interviews and roundtable discussions were held with stakeholders; a needs public hearing was
held to determine priorities; and a public hearing was held to gather public comments on the draft
plan while on public display. The County posted a resident survey on the County’s website in both
English and Spanish and received 166 completed surveys in English, none in Spanish. The survey
results and comments are included in the Attachment Section of this document. The County used
the input gathered through the citizen participation and stakeholder participation processes to
develop a plan to serve the low- and moderate-income population of Union County.
Summarize citizen participation process and how it impacted goal setting
In accordance with its Citizen Participation Plan, Union County advertised and held a public
hearing on the community and social needs within the County. It also held a public hearing to
receive comments on the draft FY 2026-2030 Five-Year Consolidated Plan and FY 2026 Annual
Action plan. Both hearings were advertised on the County’s website and in the local newspaper,
the “Journal-Enquirer”. A draft of the consolidated plan was available on the County’s website at
https://www.unioncountync.gov/ and copies of the plan were available at the Union County
Government Center for resident comments. Online resident surveys were also available in English
at https://www.surveymonkey.com/r/UnionCo2026-2030Resident and in Spanish at
https://es.surveymonkey.com/r/UnionCo2026-2030ResidentESP.
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Citizen Participation Outreach
Sort
Order
Mode of
Outreach Target of Outreach
Summary of
response/
attendance
Summary of
comments
received
Summary of
comments not
accepted and reasons
URL (If applicable)
1. Newspaper
Ad for First
Public
Hearing and
Applications
-Minorities
-Persons with disabilities
-Non-targeted/broad
community
-Residents of Public and
Assisted Housing
-Agencies &
Organizations
None. None. None. Not applicable.
2. First Public
Hearing
-Minorities
-Persons with disabilities
-Non-targeted/broad
community
-Residents of Public and
Assisted Housing
Union County held its
first Public Hearing
on January 21, 2026.
See public hearing
sign-in sheets in the
Exhibits section of
the Consolidated
Plan.
See public
hearing
comments in
Exhibits section
of the
Consolidated
Plan.
All comments were
accepted and
incorporated into the
Consolidated Plan.
Not applicable.
3. Internet
Outreach
-Minorities
-Non-English Speaking:
Spanish
-Persons with disabilities
-Non-targeted/broad
community
-Residents of Public and
Assisted Housing
Union County
received 166
responses through
online surveys in
English and in
Spanish.
See comments
in Exhibits
section of the
Consolidated
Plan.
All comments were
accepted and
incorporated into the
Consolidated Plan.
www.surveymonkey.
com/r/UnionCo2026-
2030Resident
es.surveymonkey.co
m/r/UnionCo2026-
2030ResidentESP
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4. Stakeholder
Meetings
-Agencies &
Organizations
Between December
11, 2025 and January
30, 2026, Union
County held 8 virtual
meetings and phone
calls with
government,
nonprofit, and for-
profit entities that
serve Union County.
See comments
in Exhibits
section of the
Consolidated
Plan.
All comments were
accepted and
incorporated into the
Consolidated Plan.
Not applicable.
5. Stakeholder
Surveys
-Agencies &
Organizations
Union County
received 14
stakeholder surveys
from government,
nonprofit, and for-
profit entities that
serve Union County.
See comments
in Exhibits
section of the
Consolidated
Plan.
All comments were
accepted and
incorporated into the
Consolidated Plan.
www.surveymonkey.
com/r/UnionCo2026-
2030Agency
www.surveymonkey.
com/r/UnionCo2026-
2030Govt
6. Newspaper
Ad for
Second
Public
Hearing and
Display
-Minorities
-Persons with disabilities
-Non-targeted/broad
community
-Residents of Public and
Assisted Housing
-Agencies &
Organizations
None. None. None. Not applicable.
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7. Second
Public
Hearing
-Minorities
-Persons with disabilities
-Non-targeted / broad
community
-Residents of Public and
Assisted Housing
Union County held its
second Public
Hearing on May 20,
2026. See public
hearing sign-in
sheets in the Exhibits
section of the
Consolidated Plan.
See public
hearing
comments in
Exhibits section
of the
Consolidated
Plan.
All comments were
accepted and
incorporated into the
Consolidated Plan.
Not applicable.
Table 3 - Citizen Participation Outreach
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Needs Assessment
NA-05 Overview
Needs Assessment Overview
To examine its housing needs, Union County used data from the 2017-2021 HUD Comprehensive Housing
Affordability Strategy (CHAS), the 2019-2023 American Community Survey (ACS) Five-Year Estimates, and
the 2020 U.S. Census. This data was the most current information available to assess needs related to
housing, homelessness, special needs, social services, and economic development. Union County is
represented by the Union County Community Shelter to Region 5 of the NC-503 North Carolina Balance
of State Continuum of Care (CoC), and the County used data for the development of the homeless needs
section from the CoC. Additional needs for Union County were obtained from roundtable discussions and
interviews with various social service agencies, housing providers, County staff, and survey responses.
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NA-10 Housing Needs Assessment - 24 CFR 91.205 (a, b, c)
Summary of Housing Needs
Based on a comparison between the 2018 base year and 2023 population estimates, Union County had
an 8.1% increase in its population and a 9.4% increase in the number of households. This reflects a
decrease in household size from 3.02 persons to 2.98 persons per household.
Over the same time period the median income increased by $23,846 or 31.6%. However, this increase
largely benefited households that were already at or above 100% of median family income. While low-
and moderate-income households did also see increases in household income, social service providers
have noted that the number of persons seeking financial and food assistance has continued to rise.
Demographics Base Year: 2018 Most Recent Year: 2023 % Change
Population 226,694 244,975 8.06%
Households 75,165 82,231 9.40%
Median Income $75,397 $99,243 31.63%
Table 4 - Housing Needs Assessment Demographics
Data Source: 2014-2018 and 2019-2023 ACS tables DP02 and DP03
Number of Households Table
0-30%
HAMFI
>30-50%
HAMFI
>50-80%
HAMFI
>80-100%
HAMFI
>100%
HAMFI
Total Households 6,025 8,060 12,090 8,180 44,125
Small Family Households 1,660 2,700 4,520 4,235 25,845
Large Family Households 540 1,205 1,705 795 5,265
Household contains at least
one person 62-74 years of age 1,545 2,120 3,060 2,220 8,620
Household contains at least
one person age 75 or older 1,219 1,350 1,430 710 2,580
Households with one or more
children 6 years old or younger 850 1,809 2,135 1,789 7,460
Table 5 - Total Households Table
Data Source: 2017-2021 CHAS tables 5, 7, and 13
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Housing Needs Summary Tables
1. Housing Problems (Households with one of the listed needs)
Renter Owner
0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Substandard Housing -
Lacking complete
plumbing or kitchen
facilities 45 25 55 0 190 110 0 0 15 155
Severely Overcrowded
- With >1.5 people per
room (and complete
kitchen and plumbing) 30 15 10 0 115 0 0 60 35 160
Overcrowded - With
>1-1.5 people per
room (and none of the
above problems) 160 370 185 95 830 15 145 280 110 825
Housing cost burden
greater than 50% of
income (and none of
the above problems) 1,210 455 195 0 1,865 1,915 950 640 165 3,830
Housing cost burden
between 30% and 50%
of income (and none of
the above problems) 260 1,260 685 145 2,425 620 2,015 2,270 1,025 7,355
Zero/negative Income
(and none of the above
problems) 210 0 0 0 210 470 0 0 0 470
Table 6 - Housing Problems Table
Data Source: 2017-2021 CHAS table 3
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2. Housing Problems 2 (Households with one or more Severe Housing Problems: Lacks kitchen
or complete plumbing, severe overcrowding, severe cost burden)
Renter Owner
0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Having 1 or more
of four severe
housing problems 1,445 865 445 95 3,000 2,040 1,095 980 325 4,965
Having none of
four severe
housing problems
OR household has
negative income,
but none of the
other severe
housing problems 715 1,875 2,600 1,645 10,680 1,825 4,220 8,060 6,110 59,830
Table 7 - Housing Problems 2
Data Source: 2017-2021 CHAS table 2
3. Cost Burden > 30% of Household income
Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total
NUMBER OF HOUSEHOLDS
Elderly Family 35 65 60 180 140 705 335 1,570
Small Family 100 585 280 1,090 70 475 925 2,930
Large Family 55 240 65 360 45 500 230 970
Elderly Non-Family 95 180 4 304 325 255 245 1,075
Other 30 360 275 720 45 180 540 940
Total need by income 315 1,430 684 2,654 625 2,115 2,275 7,485
Table 8 - Cost Burden > 30%
Data Source: 2017-2021 CHAS table 7
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4. Cost Burden > 50% of Household income
Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total
NUMBER OF HOUSEHOLDS
Elderly Family 105 10 0 115 210 190 125 590
Small Family 410 225 105 740 755 410 330 1,695
Large Family 220 50 25 295 130 75 60 275
Elderly Non-Family 285 30 40 355 560 155 80 795
Other 360 160 40 560 275 125 45 495
Total need by income 1,380 475 210 2,065 1,930 955 640 3,850
Table 9 - Cost Burden > 50%
Data Source: 2017-2021 CHAS table 7
5. Crowding (More than 1 and less than or equal to 1.5 persons per total rooms)
Renter Owner
0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total
NUMBER OF HOUSEHOLDS
Single family households 120 330 110 55 640 15 110 245 100 685
Multiple, unrelated family
households 35 35 75 40 185 0 35 40 10 140
Other, non-family
households 0 0 0 0 0 0 0 0 0 0
Total need by income 160 370 185 95 830 15 145 280 110 825
Table 10 - Crowding Information - 1/2
Data Source: 2017-2021 CHAS table 10
Renter Owner
0-30%
AMI
>30-50%
AMI
>50-80%
AMI
Total 0-30%
AMI
>30-50%
AMI
>50-80%
AMI
Total
Households with
Children Present 500 859 595 3,028 350 950 1,540 11,015
Table 11 - Crowding Information - 2/2
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Describe the number and type of single-person households in need of housing assistance.
According to the 2019-2023 American Community Survey, there were 82,231 households in Union County.
Of those households, 65,269 (79.4%) were family households. There were 13,925 (16.9%) single-person
households in the County and 5,919 households (7.2%) were single-person households age 65 or older.
Based on the ACS estimates, 42.5% of all County residents living alone are seniors, an increase of nearly
9% since 2018. The County encourages them to age in place in their existing dwellings, but it is presumed
that additional accommodation and supportive services will be necessary to allow this portion of the
County’s population to age in place. The County will need to assist in obtaining funding and collaborating
with housing service and elderly support agencies to provide programs, activities and accommodations
for its elderly population.
Estimate the number and type of families in need of housing assistance who are disabled or
victims of domestic violence, dating violence, sexual assault and stalking.
Disabled:
According to the 2019-2023 ACS estimates, there are 22,541 Union County residents who have a disability,
9.2% of the County’s total civilian noninstitutionalized population of 243,794. This is an indicator of the
need for accessible and affordable housing for disabled persons, who are mainly low- and moderate-
income and whose housing is increasingly outstripping their fixed financial resources.
A breakdown of disability prevalence in Union County is as follows. NOTE: a person may have more than
one disability (such as a self-care difficulty and an ambulatory difficulty) so the following numbers are not
cumulative:
• Hearing difficulty: 6,522 persons, 2.7% of population
• Vision difficulty: 3,643 persons, 1.5% of population
• Cognitive difficulty: 8,424 persons, 3.7% of population
• Ambulatory difficulty: 10,711 persons, 4.6% of population
• Self-care difficulty: 4,309 persons, 1.9% of population
• Independent living difficulty: 7,601 persons, 4.2% of population
Victims of Domestic Violence, Dating Violence, Sexual Assault, and Stalking:
The Union County Sheriff’s Office tracks different types of crime committed at the County level. However,
these numbers are not geographically inclusive as they do not include incidents investigated by municipal
agencies in Union County (including the Monroe, Waxhaw, Stallings, Wingate and Marshville Police
Departments). They also do not include all categories of crime such as sexual assault and some juvenile
offenses. The North Carolina State Bureau of Investigation recorded 365 aggravated assaults of which 107
were cleared, 88 rapes (32 cleared), and 5 murders (3 cleared) in 2024 in Union County.
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NCSBI also tracks domestic violence-related homicides statewide and by County. Statewide in 2024, there
were 155 victims of domestic violence-related homicide (a 14.8% increase from the 135 individual victims
reported for calendar year 2025), and 155 offenders in 2024 which was a 21.1% increase over 2023. The
number of statewide domestic violence-related homicides spiked during the COVID Pandemic, rising from
108 in 2019 to 134 in 2020, 148 in 2021, down to 115 in 2022 but back up to 135 in 2023 and 155 in 2024.
The statistics for 2025 are not yet available. For victims, 60.6% were female and 39.4% were male; 28.4%
of offenders were female and 71.6% were male. Nearly half of the victim-offender relationships (47.1%)
were a dating relationship, followed in prevalence by persons of the opposite sex who lived together
(34.8%), a parent/guardian-children relationship (30.3%), current or former household members (28.4%),
current or former spouses (16.8%), and finally persons who have a child in common (11.6%). Note that
one victim/offender pair could be represented in more than one relationship group, and that a single
offense can involve more than one relationship code. While there were no domestic violence-related
homicides in Union County during 2024, there were five (5) such homicides in the prior five years.
Turning Point, Inc. is the designated domestic violence shelter and provider for Union County, NC. Services
include a 24/7 crisis line, safe shelter, victim and court advocacy, case management, children’s programs,
parenting classes, individual and group counseling, and financial or relocation assistance for survivors who
cannot safely remain in their homes or community. The organization also participates in the NC Domestic
Violence Intervention Programs (DVIP), formerly known as abuser treatment programs (ATP) or batterer
intervention programs (BIP). These are designed to aid in eliminating domestic violence by providing
services to offenders to hold them accountable, promote safety and justice for victims and children, and
work to bring about social change necessary to end battering and all forms of domestic violence.
According to data made available by the NC Division for Women & Youth, between July 2023 and June
2024 Turning Point, Inc., served 1,260 clients. This included 1,401 DV victims, 98 child witnesses to abuse,
5 stalking victims, 8 victims of human trafficking, 34 rape victims, 7 adult survivors of childhood sexual
abuse, 5 child sex offenders, and 10 other victims. (These numbers may reflect multiple visits to Turning
Point by the same client, or multiple reasons for the same visit.)
Approximately 0.5% of Union County’s 244,975 residents were clients of Turning Point between July 2023
and June 2024. However, domestic violence and sexual assault tend to be underreported compared to
other criminal activity.
What are the most common housing problems?
The greatest housing need in Union County is the need for affordable housing, particularly affordable
rental housing units. The 2017-2021 CHAS data (based on the 2017-2021 ACS estimates) indicates that
the County has a total of 78,475 occupied housing units of which 64,795 (82.6%) are owner-occupied and
13,680 (17.4%) are renter occupied. At all income levels, renter-occupied households were much more
likely than owner-occupied households to experience a housing cost burden. A total of 2,654 renter-
occupied households (19.4% of all renter-occupied households) had a housing cost burden greater than
30% but less than or equal to 50% of household income; the number of cost burdened owner-occupied
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households was higher at 7,485 but the percentage is lower at 11.6%. Additionally, 2,065 renter-occupied
households (15.1%) had a housing cost burden of greater than 50% of household income while only 3,850
owner-occupied households (5.9%) were severely cost burdened.
These statistics are supported by consultations, interviews and surveys which indicate that the expanding
supply of housing in Union County does not include sufficient housing for low- and moderate-income
persons. In particular, there is an insufficient supply of affordable, decent, safe, sanitary, accessible and
sound housing for elderly persons and persons with disabilities, working low- and moderate-income
families, and other low-, very low-, and extremely low-income households. The County intends to address
this imbalance by continuing its home renovation and sewer/well repair program, as well as working with
nonprofit and for-profit developers to ensure that future housing construction includes units that are
accessible to low- and moderate-income householders.
Are any populations/household types more affected than others by these problems?
Low- and moderate-income households are heavily affected by current market conditions in both the
rental and for-sale markets. Existing residents have had to compete for housing with those moving from
Charlotte and Mecklenburg County. They have been further affected by higher property tax due to higher
property values as well as higher utility costs and the higher nationwide proportional increase of housing
costs to wages. Many Union County residents commute to better-paid jobs nearer to Charlotte, but for
less-affluent households without reliable transport these jobs are essentially inaccessible. Low- and
moderate-income persons are also more likely to have debt loads and poor credit scores, which can
effectively screen them out of housing that would otherwise be affordable to them.
Consultations, interviews and surveys have identified a lack of affordable, decent, safe, sanitary,
accessible and sound housing for elderly and disabled persons in the County. These populations are
usually on fixed or limited incomes such as retirement income, Social Security, or Supplemental Security
Disability. Those who are homeowners often cannot afford accessibility improvements, basic repairs, or
even utility payments. Meanwhile, renters on a fixed income are unable to afford increases in monthly
rent or utilities, which often forces them into housing that is below code standards or is not accessible.
The least expensive housing units in Union County include manufactured housing (mobile homes), older
rural single-family housing, and old multifamily housing developments. These are generally the least
accessible to those with disabilities and are most likely to have housing problems.
Another group adversely affected by the lack of affordable housing are the homeless and persons at risk
of becoming homeless, including victims of domestic violence and persons aging out of foster care. The
limited supply of affordable housing causes undue housing burden on underemployed persons and
families and can force them out of permanent housing. Financial burden can also exacerbate interpersonal
issues leading to domestic violence and substance abuse, both major risk factors for homelessness that
can also cause children to enter the foster care system. There are only two shelters within the County (the
Community Shelter of Union County and Turning Point, Inc.), which report having few to no available beds.
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Due to high demand and low supply of only 172 Project-Based Voucher (PBV) units, 33 Rental Assistance
Demonstration (RAD) PBV units, 325 Tenant-Based Vouchers (TBV) and 39 Mainstream Vouchers for
households with a disabled individual, the Monroe Housing Authority has had to close its waiting lists for
both Section 8 Housing Choice Vouchers and CARE Project-Based Voucher housing. Additionally, landlords
have the right to refuse tenants who wish to use Housing Choice Vouchers for payment. This places
additional limitations on housing that can be considered affordable.
Describe the characteristics and needs of low-income individuals and families with children
(especially extremely low-income) who are currently housed but are at imminent risk of either
residing in shelters or becoming unsheltered 91.205(c)/91.305(c)). Also discuss the needs of
formerly homeless families and individuals who are receiving rapid re-housing assistance and
are nearing the termination of that assistance
Households below the poverty level are more likely to be at risk of homelessness, become homeless in
temporary shelter, or become literally unhoused. The most at-risk households are single-earner family
households, women-led households with no spouse present and children under 18 (of which 36.2% are
below the poverty level), and households with one or more elderly or disabled person(s). These residents
often have difficulty finding or maintaining sufficient employment and may not have emergency savings,
which easily leads to severe housing cost burdens, housing instability and homelessness.
These households and individuals are aided through a variety of services provided by agencies and
nonprofits such as food pantries, thrift stores, mental and physical healthcare providers, job counseling
services, immigration and language assistance, and clothing/household goods donations to households.
The CoC ensures that aid organizations maintain relationships with previously assisted households to
ensure they do not experience a return to homelessness. At the Monroe Housing Authority/CARE Serenity
Place PBV development, the Union County Human Services’ Community Support and Outreach Division
provides a senior nutrition program
Union County is not a Federal Entitlement through the Emergency Solutions Grant (ESG) Program. To fill
this gap and provide funding for homelessness services and prevention for non-entitlement communities,
the State of North Carolina Department of Health and Human Services administers the NC Emergency
Solutions Grant Program. The program funds Street Outreach Services, Emergency Shelter, Homelessness
Prevention Services, Rapid Rehousing Services, and Data Collection via NC HMIS. ESG funds are used to
support the state’s twelve CoCs in their efforts to assist people who are homeless or at risk of
homelessness. This includes housing stabilization services such as rapid re-housing and homelessness
prevention, operating costs and client services at emergency shelters, and outreach services for people
who are unsheltered. Some funding can also be used for CoC support, including HMIS and administrative
costs.
Specific needs of low-income persons who are at risk of becoming homeless or are living in shelters include
food assistance, financial coaching, transportation, affordable childcare that is accessible and reliable, and
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sustainable wage employment and /or training opportunities. Several local social service agencies provide
food and clothing through food pantries, food kitchens and thrift stores. Transportation and job training
opportunities are limited, and funding is needed to offer those types of assistance programs.
Both the Community Shelter of Union County and Turning Point maintain records in HMIS and monitor
and track assisted households. The Community Shelter of Union County indicates that approximately 83%
of clients who participate in their rehousing program do not return to homelessness.
If a jurisdiction provides estimates of the at-risk population(s), it should also include a
description of the operational definition of the at-risk group and the methodology used to
generate the estimates:
When conducting client intake, CoC providers identify those at imminent risk of homelessness by means
of need and type of assistance being sought. The CoC defines imminent risk using the definitions set forth
by HUD. HUD’s criteria for defining the risk of homelessness is an individual or family who:
• Has an annual income below 30% of median family income for the area; AND
• Does not have sufficient resources or support networks immediately available to prevent them
from moving to an emergency shelter or another place defined in Category 1 of the “homeless”
definition; AND
• Meets one of the following conditions:
1. Has moved because of economic reasons 2 or more times during the 60 days immediately
preceding the application for assistance; OR
2. Is living in the home of another because of economic hardship; OR
3. Has been notified that their right to occupy their current housing or living situation will be
terminated within 21 days after the date of application for assistance; OR
4. Lives in a hotel or motel and the cost is not paid for by charitable organizations or by Federal,
State, or local government programs for low-income individuals; OR
5. Lives in an SRO or efficiency apartment unit in which there reside more than 2 persons or lives
in a larger housing unit in which there reside more than one and a half persons per room; OR
6. Is exiting a publicly funded institution or system of care; OR
7. Otherwise lives in housing that has characteristics associated with instability and an increased
risk of homelessness, as identified in the recipient’s approved Consolidated Plan.
Specify particular housing characteristics that have been linked with instability and an
increased risk of homelessness
Housing characteristics linked with instability and increased risk of homelessness include single earner
households with children and household with a disabled member who is unable to obtain sustainable
employment. Unexpected crises can contribute to destabilizing low- and moderate-income households.
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Many low- and moderate-income families experience high rent burdens, become unstable, and face
homelessness with a first-time crises or loss of income. The lack of supportive housing and the cost
overburden of housing as it relates to income/employment are major housing issues linked with instability
and an increased risk of homelessness.
Reasons homelessness occurs often fall within the following categories:
• Eviction within two weeks from a private dwelling
• Sudden loss of income
• Extremely low income (30% below income limits)
• Overcrowding (doubling up)
• Experienced three or more moves in the past year
• Have children under the age of two
• Single parent
• Young head of household (under 25)
• Have an eviction notice from public or assisted housing
• Experienced domestic violence within the past 12 months
• History of non-compliance (missed appointments with case workers, etc.)
• Released from jail, or prison within the past 18 months
• Mental health and or substance abuse issues
• Involvement with child welfare, including foster care
• Severe housing burden (greater than 50% of income for housing costs)
The availability and associated cost of purchasing and maintaining affordable, decent, safe, sanitary,
accessible and sound housing in the County creates housing instability for lower income households.
Many households’ live paycheck to paycheck and are cost burdened, paying more than 30% of their
monthly income for housing.
Other factors of instability and an increased risk of homelessness include individuals being discharged
from foster care, health care facilities, mental health treatment facilities, correctional facilities, and
substance abuse treatment. These populations cannot achieve self-sufficiency as it takes time to secure
steady employment and stable housing. Victims of domestic violence that leave abusive situations are
also at risk. Individuals and households with special needs, including the elderly, frail elderly, those with
a disability, and those who are in treatment for substance abuse or HIV/AIDS are also at risk. Medical bills,
finding accessible housing is a challenge particularly for families and individuals living on fixed incomes.
Lack of affordable childcare also adds to the burden of the at-risk population. Almost every new entry-
level job pays more than Federal minimum wage, some significantly more, but struggling households still
have to consider whether the new job pays enough for their family to cover lost government benefits and
the cost of childcare. It is often more financially sound for a parent or guardian in a low-income family to
leave the full-time labor force, provide one’s own childcare, and retain benefits.
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It is common for low- and moderate-income persons to have limited financial literacy, which places them
at increased risk of homelessness. Once these persons enter the homebuyer market, they often fall victim
to predatory lending, “land contract” or “rent-to-own” schemes, or substandard housing conditions from
not completing a home inspection. Along with normal housing costs and maintenance, these issues can
lead homeowners to quickly become cost burdened by 30% or more of their monthly income, or even
severely cost burdened by 50% or more of their monthly income.
Discussion
Union County's population has increased over the last five years, from 226,694 to 244,975 persons (8.1%).
The number of households also increased during the same period, from 76,165 to 82,231 households
(9.4%). The number of households that have one or more housing problems is growing (mostly attributed
to housing cost burden) and an increasing number of households are at risk of becoming homeless.
Housing developers in Union County have focused on creating large amounts of single-family detached
housing for the County’s growing population. The highest growth is in the upper income categories, and
the market has provided for-sale housing aimed at households well above 100% of the Area Median
Income of the Charlotte, NC MSA. This creates a shortage of affordable, decent, safe, sanitary, accessible
and sound housing that is affordable to low-income persons, who generally are unable to obtain
mortgages and can’t afford to purchase housing. In consultation with stakeholders and residents, lower-
income working families, seniors, and persons with disabilities are particularly in need of affordable,
decent and accessible housing. The County has determined that there is a need for affordable, decent,
safe, sanitary, accessible and sound housing for low- and moderate-income homebuyers and renters.
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NA-15 Disproportionately Greater Need: Housing Problems - 91.205 (b)(2)
Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to
the needs of that category of need as a whole.
Introduction
During the preparation of this Five-Year Consolidated Plan, the County investigated whether any racial or
ethnic group is disproportionately affected by housing problems. Disproportionately greater need is
defined as a subgroup having at least 10 percentage points higher frequency of a particular problem than
the percentage of persons as a whole in that group. Data detailing information by racial group and
Hispanic origin has been compiled from the 2017-2021 CHAS data.
HUD considers the following four factors to determine if any racial or ethnic group is disproportionately
affected by housing problems: lack of complete kitchen facilities, lack of completed plumbing facilities,
overcrowding, and housing cost burden. Lack of kitchen facilities means a dwelling does not have the
necessary equipment to prepare meals; lack of complete plumbing facilities means a dwelling does not
have the necessary equipment for conducting routine hygiene needs; severe overcrowding reflects a
dwelling that has more than one person per room on average; and severe cost burden reflects a household
that pays more than 30% of its income in housing expenses such as rent, utilities, or mortgage payments.
The following tables describe the prevalence of housing problems by area median income.
0%-30% of Area Median Income
Housing Problems One or more of four
housing problems
None of the four housing problems OR
household has no / negative income but
none of the other housing problems
Jurisdiction as a whole 4,365 1,660
White 2,625 1,180
Black / African American 1,110 290
Asian 125 10
American Indian, Alaska Native 20 0
Pacific Islander 0 0
Hispanic 390 80
Table 12 - Disproportionally Greater Need 0 - 30% AMI
Data Source: 2017-2021 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities,
3. More than one person per room, 4. Cost Burden greater than 30%
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30%-50% of Area Median Income
Housing Problems One or more of four
housing problems
None of the four housing problems OR
household has no / negative income but
none of the other housing problems
Jurisdiction as a whole 5,235 2,825
White 2,675 2,045
Black / African American 970 375
Asian 105 40
American Indian, Alaska Native 0 0
Pacific Islander 0 0
Hispanic 1,275 285
Table 13 - Disproportionally Greater Need 30 - 50% AMI
Data Source: 2017-2021 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities,
3. More than one person per room, 4. Cost Burden greater than 30%
50%-80% of Area Median Income
Housing Problems One or more of four
housing problems
None of the four housing problems OR
household has no/negative income but
none of the other housing problems
Jurisdiction as a whole 4,380 7,710
White 3,045 5,965
Black / African American 660 855
Asian 54 65
American Indian, Alaska Native 0 4
Pacific Islander 0 0
Hispanic 390 660
Table 14 - Disproportionally Greater Need 50 - 80% AMI
Data Source: 2017-2021 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities,
3. More than one person per room, 4. Cost Burden greater than 30%
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80%-100% of Area Median Income
Housing Problems One or more of four
housing problems
None of the four housing problems OR
household has no/negative income but
none of the other housing problems
Jurisdiction as a whole 1,590 6,590
White 1,205 4,885
Black / African American 210 810
Asian 35 30
American Indian, Alaska Native 0 50
Pacific Islander 0 0
Hispanic 140 590
Table 15 - Disproportionally Greater Need 80 - 100% AMI
Data Source: 2017-2021 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities,
3. More than one person per room, 4. Cost Burden greater than 30%
Greater than 100% of Area Median Income
Housing Problems One or more of four
housing problems
None of the four housing problems OR
household has no/negative income but
none of the other housing problems
Jurisdiction as a whole 2,175 41,950
White 1,605 33,825
Black / African American 140 3,510
Asian 155 1,595
American Indian, Alaska Native 0 65
Pacific Islander 0 10
Hispanic 215 2,205
Table 16 - Disproportionally Greater Need 80 - 100% AMI
Data Source: 2017-2021 CHAS
*The four housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities,
3. More than one person per room, 4. Cost Burden greater than 30%
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Discussion
According to the 2017-2021 CHAS data, Union County had 78,475 total households. Of these, there were
59,055 White households (75.3% of the total), 8,930 Black/African American households (11.4%), 2,214
Asian households (2.8%), 139 American Indian and Alaska Native households (0.2%), 10 Native Hawaiian
and Other Pacific Islander households (0.0%) and 6,230 Hispanic households (7.9%). The following groups
were disproportionately affected:
0-30% AMI: Overall, 72.4% of households had at least one housing problem. In terms of disproportionately
greater need, 92.6% of Asian households, 100% of American Indian or Alaska Native households, and
83.0% of Hispanic households had at least one housing problem.
30-50% AMI: Overall, 65.0% of households had at least one housing problem. In terms of
disproportionately greater need, 81.7% of Hispanic households had at least one housing problem.
50-80% AMI: Overall, 36.2% of households had at least one housing problem. There were no
disproportionately affected racial or ethnic cohorts.
80-100% AMI: Overall, 19.4% of households had at least one housing problem. In terms of
disproportionately greater need, 53.8% of Asian households had at least one housing problem.
Greater than 100% AMI: Overall, 4.9% of households had at least one housing problem. There were no
disproportionately affected racial or ethnic cohorts.
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NA-20 Disproportionately Greater Need: Severe Housing Problems - 91.205 (b)(2)
Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to
the needs of that category of need as a whole.
Introduction
During the preparation of this Five-Year Consolidated Plan, the County investigated whether any racial or
ethnic group is disproportionately affected by housing problems. Disproportionately greater need is
defined as a subgroup having at least 10 percentage points higher frequency of a particular problem than
the percentage of persons as a whole in that group. Data detailing information by racial group and
Hispanic origin has been compiled from the 2017-2021 CHAS data.
HUD considers the following four factors to determine if any racial or ethnic group is disproportionately
affected by severe housing problems: lack of complete kitchen facilities, lack of completed plumbing
facilities, severe overcrowding, and severe housing cost burden. Lack of complete kitchen facilities means
a dwelling does not have the necessary equipment to prepare meals; lack of complete plumbing facilities
means a dwelling does not have the necessary equipment for conducting routine hygiene needs; severe
overcrowding reflects a dwelling that has more than 1.5 persons per room on average; and severe cost
burden reflects a household that pays more than 50% of its income in housing expenses such as rent,
utilities, or mortgage payments.
The following tables describe the prevalence of severe housing problems by area median income.
0%-30% of Area Median Income
Severe Housing Problems One or more of four
severe housing
problems
None of the four severe housing problems
OR household has no/negative income but
none of the other housing problems
Jurisdiction as a whole 3,485 2,540
White 2,050 1,750
Black / African American 880 515
Asian 95 45
American Indian, Alaska Native 20 0
Pacific Islander 0 0
Hispanic 375 95
Table 17 - Severe Housing Problems 0 - 30% AMI
Data Source: 2017-2021 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing
facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
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30%-50% of Area Median Income
Severe Housing Problems One or more of four
severe housing
problems
None of the four severe housing problems
OR household has no/negative income but
none of the other housing problems
Jurisdiction as a whole 1,960 6,095
White 900 3,820
Black / African American 270 1,075
Asian 35 110
American Indian, Alaska Native 0 0
Pacific Islander 0 0
Hispanic 585 975
Table 18 - Severe Housing Problems 30 - 50% AMI
Data Source: 2017-2021 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing
facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
50%-80% of Area Median Income
Severe Housing Problems One or more of four
severe housing
problems
None of the four severe housing problems
OR household has no/negative income but
none of the other housing problems
Jurisdiction as a whole 1,425 10,660
White 925 8,080
Black / African American 205 1,305
Asian 40 75
American Indian, Alaska Native 0 4
Pacific Islander 0 0
Hispanic 205 845
Table 19 - Severe Housing Problems 50 - 80% AMI
Data Source: 2017-2021 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing
facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
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80%-100% of Area Median Income
Severe Housing Problems One or more of four
severe housing
problems
None of the four severe housing problems
OR household has no/negative income but
none of the other housing problems
Jurisdiction as a whole 420 7,755
White 290 5,800
Black / African American 15 1,000
Asian 30 35
American Indian, Alaska Native 0 50
Pacific Islander 0 0
Hispanic 85 640
Table 20 - Severe Housing Problems 80 - 100% AMI
Data Source: 2017-2021 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing
facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
Greater Than 100% of Area Median Income
Severe Housing Problems One or more of four
severe housing
problems
None of the four severe housing problems
OR household has no/negative income but
none of the other housing problems
Jurisdiction as a whole 670 43,450
White 460 34,970
Black / African American 15 3,635
Asian 35 1,720
American Indian, Alaska Native 0 65
Pacific Islander 0 10
Hispanic 130 2,290
Table 21 - Severe Housing Problems 80 - 100% AMI
Data Source: 2017-2021 CHAS
*The four severe housing problems are: 1. Lacks complete kitchen facilities, 2. Lacks complete plumbing
facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
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Discussion
According to the 2017-2021 CHAS data, Union County had 78,475 total households. Of these, there were
59,055 White households (75.3% of the total), 8,930 Black/African American households (11.4%), 2,214
Asian households (2.8%), 139 American Indian and Alaska Native households (0.2%), 10 Native Hawaiian
and Other Pacific Islander households (0.0%) and 6,230 Hispanic households (7.9%). The following groups
were disproportionately affected:
0-30% AMI: Overall, 57.8% of households had at least one severe housing problem. In terms of
disproportionately greater need, 67.9% of Asian households, 100% of American Indian or Alaska Native
households, and 79.8% of Hispanic households had at least one severe housing problem.
30-50% AMI: Overall, 24.3% of households had at least one severe housing problem. In terms of
disproportionately greater need, 37.5% of Hispanic households had at least one severe housing problem.
50-80% AMI: Overall, 11.8% of households had at least one severe housing problem. In terms of
disproportionately greater need, 34.8% of Asian households had at least one severe housing problem.
80-100% AMI: Overall, 5.1% of households had at least one severe housing problem. In terms of
disproportionately greater need, 46.2% of Asian households had at least one severe housing problem.
Greater than 100% AMI: Overall, 1.5% of households had at least one severe housing problem. There
were no disproportionately affected racial or ethnic cohorts.
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NA-25 Disproportionately Greater Need: Housing Cost Burdens - 91.205 (b)(2)
Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to
the needs of that category of need as a whole.
Introduction:
During the preparation of this Five-Year Consolidated Plan, the County investigated whether any racial or
ethnic group is disproportionately affected by housing problems. Disproportionately greater need is
defined as a subgroup having at least 10 percentage points higher frequency of a particular problem than
the percentage of persons as a whole in that group. Data detailing information by racial group and
Hispanic origin has been compiled from the 2017-2021 CHAS data.
Union County has experienced a continued residential building boom over the last three decades.
However, most of these residences are single-family detached houses aimed toward middle- and upper-
income, often costing more than half a million dollars per property. There is a much lower percentage of
affordable, decent, safe, sanitary, accessible and sound housing available for low- and moderate-income
households. A large number of low-income households in the County pay more than 30% of their total
household income for housing, and a significant number pay more than 50% of their household income.
HUD considers a household to be cost burdened if it is paying more than 30% of income toward
rent/mortgage and utilities. Cost burden affects not just low- and moderate-income households but all
households who pay more than 30% of their income toward housing costs. Households paying more than
50% of income toward rent/mortgage and utilities are considered severely cost burdened.
Housing Cost Burden
Housing Cost Burden <=30% 30-50% >50% No / negative income
(not computed)
Jurisdiction as a whole 61,735 10,140 5,925 690
White 48,330 6,570 3,740 420
Black / African American 5,915 1,765 1,105 135
Asian 1,750 255 205 10
American Indian, Alaska
Native
120 0 20 0
Pacific Islander 10 0 0 0
Hispanic 4,340 1,265 585 40
Table 22 - Greater Need: Housing Cost Burdens AMI
Data Source: 2017-2021 CHAS
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Discussion:
Cost Burden: Overall, 12.9% of all households within Union County were cost burdened by 30-50% of their
household income. These households are at risk for homelessness if they encounter a housing problem
or loss of income. In terms of racial and ethnic groups, 11.1% of White households are cost burdened, as
are 19.8% of Black/African American households, 11.5% of Asian households, 0.0% of American Indian
and Alaska Native Households, 0.0% of Native Hawaiian or Pacific Islander households, and 20.3% of
Hispanic households. There were no disproportionately burdened racial or ethnic cohorts.
Severe Cost Burden: There were 7.6% of households within Union County that were severely cost
burdened by more than 50% of their household income. These households are at very high risk of
homelessness if they encounter a minor housing problem, a small loss of income, or any financial or
personal difficulties. Low- and moderate-income renter households are at the highest risk. In terms of
racial and ethnic groups, 1.9% of White households are severely cost burdened, as are 12.4% of
Black/African American households, 9.2% of Asian households, 14.3% of American Indian and Alaska
Native Households, 0.0% of Native Hawaiian or Pacific Islander households, and 9.4% of Hispanic
households. There were no disproportionately burdened racial or ethnic cohorts.
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NA-30 Disproportionately Greater Need: Discussion - 91.205(b)(2)
Are there any Income categories in which a racial or ethnic group has disproportionately
greater need than the needs of that income category as a whole?
According to the 2017-2021 CHAS data, Union County had 78,475 total households. Of these, there were
59,055 White households (75.3% of the total), 8,930 Black/African American households (11.4%), 2,214
Asian households (2.8%), 139 American Indian and Alaska Native households (0.2%), 10 Native Hawaiian
and Other Pacific Islander households (0.0%) and 6,230 Hispanic households (7.9%).
Housing Problems: The following racial and ethnic cohorts were disproportionately affected by housing
problems:
• 0-30% AMI range: Asian, American Indian and Native Alaskan, and Hispanic households;
• 30-50% AMI range: Hispanic households; and
• 80-100% AMI range: Asian households.
Severe Housing Problems: The following racial and ethnic cohorts were disproportionately affected by
severe housing problems:
• 0-30% AMI range: Asian, American Indian and Native Alaskan, and Hispanic households;
• 30-50% AMI range: Hispanic households;
• 50-80% AMI range: Asian households; and
• 80-100% AMI range: Asian households.
Cost Burden (30-50% of household income): There were no disproportionately burdened racial or ethnic
cohorts.
Severe Cost Burden (over 50% of household income): There were no disproportionately burdened racial
or ethnic cohorts.
Of all racial and ethnic groups, Asian, American Indian and Native Alaskan, and Hispanic households are
most likely to experience disproportionate levels of housing problems.
If they have needs not identified above, what are those needs?
There are no additional needs that have not been previously identified.
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Are any of those racial or ethnic groups located in specific areas or neighborhoods in your
community?
According to the 2019-2023 ACS data, Union County had a minority population of 32.0% of its total
population (persons who are non-White and/or Hispanic or Latino). HUD defines a Minority Neighborhood
as, “A neighborhood in which the percentage of persons of a particular racial or ethnic minority is at least
20 points higher than that minority's percentage in the housing market as a whole; the neighborhood's
total percentage of minority persons is at least 20 points higher than the total percentage of minorities
for the housing market area as a whole; or in the case of a metropolitan area, the neighborhood's total
percentage of minority persons exceeds 50 percent of its population.”
According to the 50% definition, there are twenty (20) Block Groups in the County that are considered a
“Minority Neighborhood:”
• Census Tract 203.05, Block Group 1: 50.19% minority
• Census Tract 203.21, Block Group 1: 78.76% minority
• Census Tract 204.01, Block Group 1: 61.60% minority
• Census Tract 204.01, Block Group 2: 52.35% minority
• Census Tract 204.06, Block Group 1: 90.10% minority
• Census Tract 204.06, Block Group 2: 94.04% minority
• Census Tract 204.06, Block Group 4: 90.63% minority
• Census Tract 205.01, Block Group 1: 91.00% minority
• Census Tract 205.01, Block Group 2: 53.69% minority
• Census Tract 205.01, Block Group 3: 56.22% minority
• Census Tract 205.02, Block Group 1: 69.02% minority
• Census Tract 206.01, Block Group 1: 97.44% minority
• Census Tract 206.01, Block Group 2: 52.42% minority
• Census Tract 206.01, Block Group 4: 86.19% minority
• Census Tract 206.02, Block Group 1: 80.87% minority
• Census Tract 206.02, Block Group 3: 63.20% minority
• Census Tract 207.01, Block Group 3: 71.12% minority
• Census Tract 207.02, Block Group 1: 56.64% minority
• Census Tract 208, Block Group 4: 68.97% minority
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The County uses the HUD definition of a low-mod area as any area with a population of low- and
moderate-income residents that is equal to or greater than 51% of the entire population of the area.
According to this definition, 32 of the 132 Block Groups within the County are considered low-mod areas:
• Census Tract 202.05, Block Group 2: 54.7% low-mod
• Census Tract 203.07, Block Group 1: 57.5% low-mod
• Census Tract 203.08, Block Group 4: 52.7% low-mod
• Census Tract 203.12, Block Group 1: 52.6% low-mod
• Census Tract 203.21, Block Group 1: 57.3% low-mod
• Census Tract 204.01, Block Group 2: 53.6% low-mod
• Census Tract 204.03, Block Group 1: 65.2% low-mod
• Census Tract 204.03, Block Group 3: 56.4% low-mod
• Census Tract 204.05, Block Group 1: 71.3% low-mod
• Census Tract 204.06, Block Group 1: 52.8% low-mod
• Census Tract 204.06, Block Group 2: 92.4% low-mod
• Census Tract 204.06, Block Group 3: 57.4% low-mod
• Census Tract 204.06, Block Group 4: 98.1% low-mod
• Census Tract 205.01, Block Group 1: 72.3% low-mod
• Census Tract 205.01, Block Group 2: 65.8% low-mod
• Census Tract 205.02, Block Group 1: 86.0% low-mod
• Census Tract 206.01, Block Group 1: 80.1% low-mod
• Census Tract 206.01, Block Group 4: 75.7% low-mod
• Census Tract 206.02, Block Group 1: 75.1% low-mod
• Census Tract 206.02, Block Group 3: 51.2% low-mod
• Census Tract 207.01, Block Group 1: 72.2% low-mod
• Census Tract 207.01, Block Group 2: 100% low-mod
• Census Tract 207.01, Block Group 3: 61.0% low-mod
• Census Tract 207.02, Block Group 1: 51.5% low-mod
• Census Tract 207.02, Block Group 2: 60.8% low-mod
• Census Tract 208, Block Group 2: 73.3% low-mod
• Census Tract 208, Block Group 3: 65.4% low-mod
• Census Tract 208, Block Group 4: 72.8% low-mod
• Census Tract 208, Block Group 5: 59.4% low-mod
• Census Tract 209.01, Block Group 1: 59.5% low-mod
• Census Tract 209.01, Block Group 2: 70.2% low-mod
• Census Tract 210.15, Block Group 1: 54.5% low-mod
Union County has an overall low-mod percentage of 35.09%.
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NA-35 Public Housing - 91.205(b)
Introduction
The Monroe Housing Authority (MHA) administers Section 8 Housing Choice Vouchers in Union County. Its partner nonprofit Community
Advancement and Redevelopment Enterprise (CARE) operates the former MHA public housing properties as Rental Assistance Demonstration
(RAD) Project-Based Voucher (PBV) residences. MHA is and will continue to be the primary resource for the County’s very low-income households.
As of its FY 2026 Draft Annual Plan, the Housing Authority administered 325 Tenant-Based Vouchers (TBV) and 39 Mainstream Vouchers for
households with a disabled individual. CARE owns and operates units funded by 205 Project-Based Vouchers (PBV) at four properties.
The following statistics were obtained from the HUD Public & Indian Housing Information Center (PIC) and from the Monroe Housing Authority’s
FY 2026 Draft Annual Plan. Note: the demographic information from HUD PIC has been superseded and does not include information regarding
Mainstream vouchers, but newer information is not available.
Totals in Use
Program Type
Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project -
based
Tenant -
based
Special Purpose Voucher
Veterans Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
# of units vouchers in use 0 0 0 569 205 325 0 0 39
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition
Table 23 - Public Housing by Program Type
Data Source: Monroe Housing Authority
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Characteristics of Residents
Program Type
Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project
-based
Tenant
-based
Special Purpose Voucher
Veterans Affairs
Supportive Housing
Family Unification Program
Average Annual Income 0 0 0 11,619 8,937 11,619 0 0
Average length of stay 0 0 0 9 5 9 0 0
Average Household size 0 0 0 2 2 2 0 0
# Homeless at admission 0 0 0 0 0 0 0 0
# of Elderly Program
Participants (>62) 0 0 0 40 46 40 0 0
# of Disabled Families 0 0 0 48 8 48 0 0
# of Families requesting
accessibility features 0 0 0 283 205 283 0 0
# of HIV/AIDS program
participants 0 0 0 0 0 0 0 0
# of DV victims 0 0 0 0 0 0 0 0
Table 24 - Characteristics of Public Housing Residents by Program Type
Data Source: PIC (PIH Information Center)
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Race of Residents
Program Type
Race Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project-
based
Tenant-
based
Special Purpose Voucher
Veterans Affairs
Supportive Housing
Family Unification
Program
Disabled
*
White 0 0 32 37 0 37 0 0 0
Black/African American 0 0 173 245 0 245 0 0 0
Asian 0 0 0 1 0 1 0 0 0
American Indian/Alaska
Native 0 0 0 0 0 0 0 0 0
Pacific Islander 0 0 0 0 0 0 0 0 0
Other 0 0 0 0 0 0 0 0 0
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition
Table 25 - Race of Public Housing Residents by Program Type
Data Source: PIC (PIH Information Center)
Ethnicity of Residents
Program Type
Ethnicity Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project-
based
Tenant-
based
Special Purpose Voucher
Veterans Affairs
Supportive Housing
Family Unification
Program
Disabled*
Hispanic 0 0 2 8 0 8 0 0 0
Not Hispanic 0 0 203 275 0 275 0 0 0
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition
Table 26 – Ethnicity of Public Housing Residents by Program Type
Data Source: PIC (PIH Information Center)
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Section 504 Needs Assessment: Describe the needs of public housing tenants and applicants on
the waiting list for accessible units:
Of the 205 CARE Project-Based Voucher units, 45 are dedicated to elderly and/or disabled residents.
Additionally, MHA manages 39 Mainstream vouchers which are intended for use by households with a
disabled individual at a private rental unit with accessibility features suited to that individual. The MHA
has a Section 504 Plan which is reviewed annually and updated as needed.
The Monroe Housing Authority generally houses applicants with disabilities in a reasonable time with
units that are appropriate for the accessibility need of the household. Unit size and amenities are arranged
when the applicant reaches the top of the waiting list. It does use additional preference points for elderly
and disabled applicants when placing them on the waiting list. For disabled persons under age 62 seeking
to use a Mainstream voucher to obtain private housing, preference is given in the following categories:
a. Transitioning out of institutional and other segregated settings
b. At serious risk of institutionalization
c. Currently experiencing homelessness
d. Previously experienced homelessness and currently a client in a permanent supportive housing
or rapid rehousing facility
e. At risk of homelessness
According to the Housing Authority’s Agency Plan, the housing authority is able to house applicants with
disabilities in a reasonable time and has experienced no problems with finding units that fit the
accessibility needs of the disabled. Applicants are asked if any member of the household requires
reasonable accommodation in order to access MHA programs or CARE facilities. If accommodation is
required, MHA will work with the client to meet their needs. The housing authority is not fully aware of
the client’s specific needs until housing is available, at which point the household in need will coordinate
with MHA/CARE staff to determine what reasonable accommodation will be provided.
Most immediate needs of residents of Public Housing and Housing Choice voucher holders
The Monroe Housing Authority maintains a waiting list for Housing Choice Vouchers (HCV), and CARE
maintains waiting lists for each of its four Project-Based Voucher (PBV) properties. As of January 2026
both sets of lists are closed. Additional information about the number and attributes of persons on the
waiting lists was not provided by the Housing Authority.
Project-Based Voucher (PBV) housing is limited to only 205 units. Of these, only 45 units are specifically
set aside for elderly and disabled persons. Likewise, there are only 325 Tenant-Based Vouchers (TBV) and
39 Mainstream Vouchers specifically set aside for disabled persons.
The size and wait time of the Section 8 waitlist is based on the need for additional vouchers, landlords
willing to accept Housing Choice Vouchers in lieu of employment income, and affordable quality housing
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units. While there are many private housing units being constructed in Union County to add to the housing
supply, these are primarily intended to be executive-level owner-occupied single-family homes rather
than workforce housing that is more accessible financially. The County’s increasing population and
inflationary pressures have pushed median rental payments above the HUD Fair Market Rents for Union
County, NC. This also allows landlords and management companies to require that tenants have a
relatively high credit score and have employment income of at least three times greater than the monthly
rent; some landlords specifically advertise that they will not accept housing vouchers.
How do these needs compare to the housing needs of the population at large?
Project-Based Voucher residents and Tenant-Based Voucher holders have lower overall household
incomes than residents of Union County at large. They reside in CARE properties or use TBV support due
to being unable to afford or obtain private market-rate properties that fit their needs. This can be caused
by unemployment or underemployment, disability or old age, past convictions or evictions, or poor credit
that otherwise disqualifies applicants from private housing. MHA clients are in greater need of financial
assistance, case management and other social services than the overall population of the County and are
at greater risk of homelessness.
Discussion
The Monroe Housing Authority works with the County to address the housing needs of residents of Union
County who have low, very low or extremely low income. The County has identified the need for
affordable housing that is affordable, decent, safe, sanitary, accessible and sound. There are a significant
number of households in the County that are at or below 50% of AMI that have housing problems, severe
housing problems and/or are housing cost burdened. The Monroe Housing Authority can provide safe,
secure and decent housing for family households working toward a more stable financial situation and
senior and disabled households hoping to age in place.
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NA-40 Homeless Needs Assessment - 91.205(c)
Introduction:
Union County is part of Region 5 of the NC-503 North Carolina Balance of State CoC, which is administered by the North Carolina Coalition to End
Homelessness (NCCEH). Locally, the CoC’s activities are administered by the Community Shelter of Union County. The County coordinates its
activities with the Continuum of Care and supports applications for funding as well as working with other members through Thrive! Union to
maintain its network of supportive housing and services for the homeless.
Beyond the Community Shelter, members of the CoC include the County’s Human Services Department, Turning Point, Inc., social service agencies,
shelter providers, and housing providers. Using the Homeless Management Information System (HMIS) as a tool to provide services to homeless
individuals and families, case managers are able to help clients identify their needs and challenges and provide unduplicated assistance.
Homeless Needs Assessment
Population
Estimate the # of persons
experiencing homelessness
on a given night
Estimate the #
experiencing
homelessness
each year
Estimate the
# becoming
homeless
each year
Estimate the #
exiting
homelessness
each year
Estimate the #
of days persons
experience
homelessness Sheltered Unsheltered
Persons in Households with Adult(s) and
Child(ren) 37 0 333 536 20 124
Persons in Households with Only Children 0 0 0 0 0 0
Persons in Households with Only Adults 73 67 464 359 52 101
Chronically Homeless Individuals 3 23 62 43 N/A N/A
Chronically Homeless Families 0 0 42 536 N/A N/A
Veterans 1 3 26 11 0 112
Unaccompanied Youth 7 7 33 29 3 62
Persons with HIV 0 0 0 N/A N/A N/A
Table 27 - Homeless Needs Assessment
Data Source Comments: North Carolina Coalition to End Homelessness (NCCEH)
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If data is not available for the categories "number of persons becoming and exiting
homelessness each year," and "number of days that persons experience homelessness,"
describe these categories for each homeless population type (including chronically homeless
individuals and families, families with children, veterans and their families, and
unaccompanied youth):
According to the NC-503 Point-in-Time count conducted on the night of January 29, 2025, 177 persons
were experiencing homelessness in Union County. While most homeless persons in the Charlotte MSA
reside in Mecklenburg County or the City of Charlotte proper, Union County does have a significant
unhoused population. This consists of both transient homeless persons along the US 74 corridor (often
migrant workers seeking seasonal work) and long-term residents who have insufficient housing. For
transient unhoused persons in particular, it is difficult to determine accurate numbers for how many
people experience homelessness, how long a person has been homeless, and how many days they
experience homelessness in a year. Based on the Point in Time (PIT) Survey, the Housing Inventory Count
(HIC), and interviews with stakeholders, there is a need for additional year-round shelter space
throughout the County. especially for subgroups like women, families with children, persons with mental
and physical health concerns, and the chronically homeless.
Four general categories of homelessness are:
Literally Homeless - Individual or family who lacks a fixed, regular, and adequate nighttime residence,
meaning:
• Has a primary night-time residence that is a public or private place not meant for human
habitation; or
• Is living in a publicly or privately operated shelter designed to provide temporary living
arrangements (including congregate shelters, transitional housing, and hotels and motels paid for
by charitable organizations or by federal, state and local government programs); or
• Is exiting an institution where (s)he has resided for 90 days or less and who resided in an
emergency shelter or place not meant for human habitation immediately before entering that
institution.
Imminent Risk of Homelessness - Individual or family who will imminently lose their primary nighttime
residence, provided that:
• Residence will be lost within 14 days of the date of application for homeless assistance;
• No subsequent residence has been identified; and
• The individual or family lacks the resources or support networks needed to obtain other
permanent housing.
Homeless under Other Federal Statutes - Unaccompanied youth under 25 years of age, or households
with children and youth, who do not otherwise qualify as homeless under this definition, but who:
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• Are defined as homeless under the other listed federal statutes;
• Have not had a lease, ownership interest, or occupancy agreement in permanent housing during
the 60 days prior to homeless assisted;
• Experienced persistent instability as measured by 2 moves or more during the preceding 60 days;
and
• Can be expected to continue in such status for an extended period of time due to special needs
or barriers.
Fleeing/Attempting to Flee Domestic Violence - Any individual or family who:
• Is fleeing, or is attempting to flee, domestic violence;
• Has no other residence; and
• Lacks the resources or support networks to obtain other permanent housing.
HUD encourages CoCs to prioritize funding for projects serving households with the highest level of need,
including those that may be chronically homeless. However, only projects that serve individuals and
families defined as chronically homeless must document chronic status for HUD. In order to be eligible for
housing restricted to chronically homeless individuals or families under the CoC program, participants
must meet the definition of chronically homeless. The definition of chronically homelessness is:
• A homeless individual with a disability as defined in section 401(9) of the McKinney-Vento
Assistance Act (42 U.S.C. 11360(9)), who:
o Lives in a place not meant for human habitation, a safe haven, or in an emergency shelter,
and
o Has been homeless and living as described for at least 12 months* or on at least 4
separate occasions in the last 3 years, as long as the combined occasions equal at least 12
months and each break in homelessness separating the occasions included at least 7
consecutive nights of not living as described.
• An individual who has been residing in an institutional care facility for less, including jail, substance
abuse or mental health treatment facility, hospital, or other similar facility, for fewer than 90 days
and met all of the criteria of this definition before entering that facility**; or
• A family with an adult head of household (or, if there is no adult in the family, a minor head of
household) who meets all of the criteria of this definition, including a family whose composition
has fluctuated while the head of household has been homeless.
*A “break” in homelessness is considered to be 7 or more nights.
**An individual residing in an institutional care facility does not constitute a break in homelessness.
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Nature and Extent of Homelessness: (Optional)
Race: Sheltered: Unsheltered (optional)
White 153
Black or African American 350
Asian 5
American Indian or Alaska
Native 3
Pacific Islander 0
Multi-Racial (all other) 6
Ethnicity: Sheltered: Unsheltered (optional)
Hispanic 25
Not Hispanic 511
Estimate the number and type of families in need of housing assistance for families with
children and the families of veterans.
From information provided by the CoC, ten (10) families with children and four (4) veterans in Union
County were in need of housing assistance. One (1) veteran and no (0) families were unsheltered at the
time of the 2025 PIT count.
Describe the Nature and Extent of Homelessness by Racial and Ethnic Group.
In Union County, there were 350 Black or African American homeless persons (including Black and
Hispanic) or 31.4% of the total homeless population who were considered homeless. The next largest
category was 153 White persons (including White and Hispanic) or 59.8% who were considered homeless.
There were less than fifteen persons from all other racial groups who were considered homeless. In terms
of ethnicity, 25 Hispanic or Latino persons were homeless as opposed to 511 persons who were not
Hispanic or Latino.
Describe the Nature and Extent of Unsheltered and Sheltered Homelessness.
The need for shelter is still present in Union County, with 67 persons being unsheltered at the time of the
2025 Point-In-Time (PIT) Count. The Union County Social Services Department, the Community Shelter of
Union County, Turning Point, and their governmental and nonprofit social service colleagues are working
to reduce the involuntary homeless rate to zero.
The North Carolina Coalition to End Homelessness reported that for the NC-503 Balance of State CoC 2025
PIT Count in Union County there were ten (10) families with children totaling 37 persons, but the study
recorded no (0) children without guardians that were experiencing homelessness. There were also seven
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(7) unaccompanied youth between the age of 18 and 24 and eight (8) youth parents with children.
However, it is especially difficult to identify this demographic when they are “doubling up” (living with
friends and relatives, “couch surfing”, etc.). There is also a potential overlap with persons who speak a
non-English language at home, or with those who are wary of government intervention. Finally, persons
exiting foster care are at high risk of becoming homeless due to lack of a family support system, difficulty
transitioning out of the foster care system, and a higher rate than average of mental health challenges
and substance abuse.
Anecdotally, according to service providers there has been an increase in the number of elderly and
disabled persons experiencing homelessness. This can be a result of them having been released from
medical or correctional institutions without suitable living arrangements but is more often due to being
unable to afford the cost of living in Union County.
Discussion:
Part of the Charlotte MSA, Union County is split fairly evenly between suburban and rural areas. The large
majority of its population lives in the west side of the County. The County seat of Monroe is in the center
of Union County and is where most of the County’s social service providers are based, though residents
may also access services elsewhere in the Piedmont Region of the CoC.
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NA-45 Non-Homeless Special Needs Assessment - 91.205 (b, d)
Introduction:
The assessment of non-homeless special needs includes the following:
• Elderly persons
• Frail elderly persons
• Persons with mental, physical and/or developmental disabilities
• Persons with alcohol or other drug addictions
• Persons with HIV/AIDS and their households
• Victims of domestic violence, dating violence, sexual assault, and stalking
The housing needs of each of these groups were determined by consultation with social service providers
and statistical information provided by social services providers.
Describe the characteristics of special needs populations in your community:
• According to the 2019-2023 ACS Data, elderly persons represent approximately 13.2% of the
County’s total population. Approximately 5.1% of the elderly population is aged 75 years and
older. In addition, 7.2% of the population is aged 65 and over and lives alone.
• Frail Elderly are those persons who are elderly and have a disability. It is estimated that
approximately 30.1% of the County’s elderly population (or 3.9% of the County’s total civilian
noninstitutionalized population) are frail elderly.
• Persons with mental, physical and/or developmental disabilities comprise approximately 9.2% of
the total civilian non-institutionalized population of Union County.
• Persons with HIV/AIDS and their households comprise a small percentage of the County’s overall
population. According to the NC Department of Health and Human Services, as of December 2024
there were 383 persons diagnosed with HIV who lived in Union County.
• Victims of domestic violence, dating violence, sexual assault and stalking have fluctuated in Union
County. Turning Point, Inc. reported that in 2023-2024, they had 1,199 clients seeking services for
domestic violence and sexual assault, down from 1,625 in 2022-2023 but up from 429 in 2020-
2021. This does not reflect the full extent of domestic and sexual violence, only the number of
persons who obtained assistance from the shelter.
What are the housing and supportive service needs of these populations and how are these
needs determined?
Using resident surveys, stakeholder surveys, roundtable discussions, data analysis, and public meetings,
the following needs were determined for the non-homeless special needs’ population in the County:
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• Elderly - There is a need to rehabilitate existing housing and to construct new affordable and
accessible housing to allow elderly residents to age in place.
• Frail Elderly - There is a need to rehabilitate and improve ADA accessibility in existing housing, to
construct new affordable and accessible housing, to enforce reasonable accommodations by
landlords, and to improve the quality and availability of supportive services to allow frail elderly
residents to age in place.
• Persons with Disabilities - There is a need to improve ADA accessibility in existing housing, to
construct new affordable and accessible housing, to enforce reasonable accommodations by
landlords, to improve the quality and availability of supportive services and transportation, and
increase employment opportunities to allow residents with disabilities to live independently.
• Alcohol and Other Drug Addictions - There is a need for more transitional housing, wraparound
supportive services, and post-treatment case management in the County, to allow residents in
recovery to reenter the workforce and everyday life.
• Persons with HIV/AIDS - There is a need for more permanent housing and healthcare options,
and for the County to assist in enforcing Fair Housing regulations, to allow residents with HIV/AIDS
to live independently and without discrimination.
• Public Housing Residents - There is a need for job training, financial literacy education, down
payment and closing cost assistance, and life skills training to help voucher recipients and PBV
residents transition into market-rate housing.
• Victims of Domestic Violence - There is a need for more dedicated temporary shelter beds,
permanent housing options, and supportive services to allow domestic violence, trafficking, and
assault victims and their families to recover and thrive in safety.
In addition to the above, the following services will help at-risk persons improve their lives:
• Employment training and education
• Job placement assistance
• Computer and Broadband Internet access
• Job interview skills
• Improved transportation
• Housing programs such as rent and deposit assistance
Discuss the size and characteristics of the population with HIV/AIDS and their families within
the Eligible Metropolitan Statistical Area:
The North Carolina Department of Health and Human Services estimates that as of December 31, 2024
there were a total of 38,614 individuals diagnosed and living with HIV statewide. Of these, 383 individuals
were living in Union County. There were 15 new diagnoses in 2024, giving a diagnosis rate of 7.0 diagnoses
per 100,000 persons; this is less than half of the statewide rate of 15.1/100,000. There were 185 residents
of Union County living with Stage 3 AIDS at the end of 2024. There is a need to reinforce the healthcare
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system in Union County to ensure that pre-exposure and post-exposure prophylaxis is widely available to
prevent the further spread of HIV, as well as to treat those persons whose HIV has developed into AIDS.
Discussion:
The needs of the Special Needs Population are based on data from HUD, the US Census, the State of North
Carolina, the Continuum of Care, and housing providers and social service agencies. Gaps or overlaps in
data collection are due to factors such as the rural nature of eastern Union County, difficulty in collecting
statistics for specific population subsets, the transient nature of at-risk residents, and that persons may
use service providers elsewhere within the Charlotte MSA in both North and South Carolina.
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NA-50 Non-Housing Community Development Needs - 91.215 (f)
Describe the jurisdiction’s need for Public Facilities:
The following are the needs for improvement to public facilities in the County:
• Public facilities need to be ADA compliant and brought up to County Codes and Ordinances.
• Public facilities need to be open and available to all residents on an equal basis.
• Public facilities need to be available to maintain quality of life for residents.
• Public facilities need to be improved and expanded to meet the increase in population.
• The County should have more satellite facilities outside of Monroe.
• Existing recreation facilities such as parks and trails need to be improved and made accessible.
• New recreation facilities should be added around the County to meet the increase in population.
• A multimodal recreational corridor linking Union County’s municipalities would create a stronger
sense of place for residents.
How were these needs determined?
These needs were determined using resident surveys, stakeholder surveys, roundtable discussions, data
analysis, public meetings, and the County’s Union County 2050 Comprehensive Plan.
Describe the jurisdiction’s need for Public Improvements:
The following are the needs for public improvements in the County:
• Provide additional handicap accessibility at public buildings and facilities.
• Improve the County’s road network in cooperation with NCDOT and the municipalities, especially
when future development is expected.
• Reconstruct current secondary roads and their sidewalks & curbs, including ADA curb cuts.
• Improve and extend the sanitary sewer system to provide for present levels of use, future
residential development, and potential industrial use.
• Improve the potable water distribution system to handle the increase in housing and industry,
and to eliminate private wells to eliminate potential arsenic and other contaminants.
• Upgrade the stormwater management system to account for future natural disasters such as
flooding and hurricanes.
• Improve parks and playground equipment.
• Help social service groups create more year-round low-barrier shelter space.
• Consider creating a day shelter as a central location for homeless persons to access services and
employment training.
• Fire and EMS stations should be constructed in rural areas of the County, and suburban stations
should be upgraded.
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How were these needs determined?
These needs were determined using resident surveys, stakeholder surveys, roundtable discussions, data
analysis, public meetings, and the County’s Union County 2050 Comprehensive Plan.
Describe the jurisdiction’s need for Public Services:
The County provides public safety and other public services for its residents, both directly and through its
municipal partners. The following are the needs for public services:
• Fire and EMS substations need to be located in all corners of the County to reduce transit time
and increase effectiveness.
• The sheriff and police departments should continue their efforts to curtail human trafficking and
drug trade in the County.
• Public transportation needs to be expanded and made easier to use.
• Continue code enforcement efforts to ensure the health and safety of residents.
• Consider creating a rental registration program to help ensure the availability of high-quality
affordable housing.
• Work with municipalities and unincorporated communities on neighborhood clean-up programs.
• Support, encourage, and affirmatively further fair housing throughout the County, in cooperation
with municipalities and fair housing organizations.
• Increase support to organizations that provide housing and utility assistance.
• Ensure that County services are available to persons who do not speak English fluently.
How were these needs determined?
These needs were determined using resident surveys, stakeholder surveys, roundtable discussions, data
analysis, public meetings, and the County’s Union County 2050 Comprehensive Plan.
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Housing Market Analysis
MA-05 Overview
Housing Market Analysis Overview:
According to the Charlotte Urban Institute, a program of the University of North Carolina at Charlotte:
“More than any other county in the Charlotte region, Union represents the dramatic suburban growth that
has transformed rural areas surrounding Mecklenburg into sprawling residential “bedroom communities”.
Union’s growth over the past few decades has been staggering. US Census estimates since 2000 have
consistently listed Union not only as North Carolina’s fastest growing county, but among the fastest
growing in the United States as well. This growth took place in a relatively short period of time, and across
an agricultural landscape in western Union that had little in the way of established urban areas, or the
infrastructure necessary to support them, beforehand. Therefore, much of Union’s growth has taken the
form of the low-density residential and commercial development characteristic of American suburbs of the
past twenty years. The recent economic recession and its impact on the housing industry in particular have,
for the first time in a decade, cooled Union’s rapid growth. Once the economy turns around, however,
observers will be watching closely to see if Union County picks up where it left off, or if this brief respite
has caused some local communities to reassess their attitudes toward growth in substantive ways.”
According to the 2019-2023 American Community Survey estimates, there were 86,730 housing units in
Union County of which 82,231 were occupied. Of these occupied housing units, there were 67,303 owner-
occupied housing units (81.8% of all occupied housing units) and 14,928 renter-occupied housing units
(18.2% of all occupied housing units). The large majority (79.8%) of housing units were built in 1980 or
afterwards. A priority of the County’s Comprehensive Plan is to ensure that public infrastructure is
sufficient to allow responsible development of housing in rural, suburban, and town center areas.
Additionally, the County recognizes the need to create and rehabilitate owner-occupied and renter-
occupied housing of all types and price points, with a focus on low-income housing for seniors, persons
with disabilities, and working families.
The 2019-2023 ACS data indicated that 5.2% (4,499) of the County’s housing units were vacant. The
estimated median home value in 2023 was $374,400 and the estimated median contract rent was
$1,390/month for the same time period. This was a 63.4% increase in median home value and a 41.3%
increase in median rent compared to 2018. Union County intends to continue its home repair program to
help increase the amount of decent, safe, sound and sanitary housing and thereby keep the rising home
prices in check.
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MA-10 Number of Housing Units - 91.210(a)&(b)(2)
Introduction
According to the 2019-2023 ACS data there were 86,730 total housing units in the County. Of these,
82,231 units are occupied and 4,499 units are vacant. There are 67,303 owner-occupied units and 14,928
renter-occupied units. A plurality of both owner-occupied residences (43.8% or 29,463 housing units) and
renter-occupied housing units (43.4% or 6,483 housing units) have 3 bedrooms.
All residential properties by number of units
Property Type Number %
1-unit detached structure 75,130 86.6%
1-unit, attached structure 2,502 2.9%
2-4 units 1,765 2.0%
5-19 units 2,369 2.7%
20 or more units 810 0.9%
Mobile Home, boat, RV, van, etc 4,154 4.8%
Total 86,730 100%
Table 28 - Residential Properties by Unit Number
Data Source: 2019-2023 ACS
Unit Size by Tenure
Owners Renters
Number % Number %
No bedroom 183 0.3% 357 2.4%
1 bedroom 297 0.4% 1,061 7.1%
2 bedrooms 4,741 7.0% 4,423 29.6%
3 or more bedrooms 62,082 92.2% 9,087 60.9%
Total 67,303 100% 14,928 100%
Table 29 - Unit Size by Tenure
Data Source: 2019-2023 ACS
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Describe the number and targeting (income level/type of family served) of units assisted with
federal, state, and local programs.
The number and type of units in Union County that are assisted with Federal, State and Local Programs
are as follows:
• Public Housing – The Monroe Housing Authority (MHA) no longer offers traditional public housing
after completing its Rental Assistance Demonstration (RAD) conversion. Its nonprofit affiliate
CARE owns and operates 205 Project-Based Voucher (PBV) housing units of which 44 are elderly
& disabled units and 160 are family units. These units are intended for households with income
levels at or below 80% of AMI.
• Housing Choice Vouchers – MHA manages 325 Tenant-Based Housing Choice Vouchers and 39
Mainstream vouchers, along with the above 205 PBVs. These vouchers are intended for
households with income levels at or below 80% of AMI.
• First Time Home Buyers - The County government does not offer first-time homebuyer assistance.
First-time homebuyers are directed toward the Monroe-Union County Community Development
Corporation, which offers homebuyer counseling and assistance.
• LIHTC Housing - There are 9 LIHTC housing developments in the County with a total of 303 units.
Provide an assessment of units expected to be lost from the affordable housing inventory for
any reason, such as expiration of Section 8 contracts.
There are no affordable housing units expected to be lost and no Section 8 Contracts that are anticipated
to expire.
Does the availability of housing units meet the needs of the population?
Union County has added approximately 7,000 housing units in the last five years but the housing vacancy
rate has remained nearly constant since 2018. The median contract rent is over 40% higher than five years
ago, and the median home value has risen by nearly two-thirds. Based on the above data and input from
stakeholders and residents, Union County is losing its ability to meet housing demand.
Describe the need for specific types of housing:
There is a need for affordable, decent, safe, sanitary, and sound housing, particularly low-income
workforce housing and accessible housing for seniors and persons with disabilities.
Housing cost burden continues to increase for both homeowners and renters in Union County. According
to HUD estimates, in FY 2024 35% of Union County residents had a median household income of 80% or
less than the Charlotte-Concord-Gastonia, NC-SC Area Median Income, and 18% had a median household
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income of 50% or less of the Charlotte MSA Area Median Income. The 2019-2023 American Community
Survey shows that an estimated 7.7% of County residents and 5.7% of households had incomes at or below
the poverty line. The ACS-estimated median household income in 2023 was $99,243. Even though this
exceeded the estimated 2023 national median household income of $96,922, the high cost of housing in
Union County has led to cost burdens above 30% of household income for 9.0% of homeowners without
a mortgage, 22.5% of homeowners with a mortgage, and 43.6% of renters. It is necessary to both increase
the median household income and decrease housing costs for the lowest quartile of County households.
Of Union County’s civilian noninstitutionalized population, 8.1% were elderly persons (age 65 or older),
9.4% had at least one disability, and 3.9% were “Frail Elderly” persons age 65 or older with at least one
disability. The County has prioritized the ability of its residents to age in place, meaning that they need to
ensure the availability of accessible units. The Monroe Housing Authority does not have enough
participating landlords with accessible properties, nor does CARE have enough accessible housing units to
meet the needs of the increasing number of low-income seniors in the County. The County and its partner
Union-Anson County Habitat for Humanity have undertaken a Home Repair Program funded through
CDBG, but this will also not fully fill the need for accessibility improvements.
Discussion
Union County has prioritized investment in new construction and rehabilitation work, but more
construction, rehabilitation, and code enforcement is still needed to increase availability of affordable,
decent, safe, sanitary, accessible and sound housing.
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MA-15 Housing Market Analysis: Cost of Housing - 91.210(a)
Introduction
Union County has seen a large increase in housing values over the last five years. As of the 2014-2018
American Community Survey, the estimated median home value in Union County was $229,200, but the
2019-2023 ACS gives a median home value of $374,400, a 63.4% increase. Zillow Research indicates that
as of December 31, 2025, the median county-wide sales price for homes was $442,052.52.
As for rental costs, the 2019-2023 ACS shows that median rent rose from $984/month in 2018 to
$1,390/month in 2023, a 41.3% increase. Over half (57.7%) of rental housing units cost between $1,000
and $1,999 per month as of the 2023 estimates. Zillow Research indicates that as of December 31, 2025,
the county-wide typical observed rental rate was $2,042.28 per month.
As of December 11, 2025, there were 1,335 homes listed for sale in Union County on Zillow of which 1,172
were single-family detached houses. Within the overall total, there were 24 units listed as being in the
pre-foreclosure, auction, or bank-owned stages of the foreclosure process.
According to the 2017-2021 CHAS estimates there were only 285 vacant-for-rent housing units that were
affordable to households making 50% or less of the HUD Area Median Family Income (HAMFI). Only 165
vacant-for-sale housing units were affordable to households at 50% or less of HAMFI.
Cost of Housing
Base Year: 2018 Most Recent Year: 2023 % Change
Median Home Value $229,200 $374,400 63.4%
Median Contract Rent $984 $1,390 41.3%
Table 30 - Cost of Housing
Data Source: 2014-2018 and 2019-2023 ACS
Rent Paid Number %
Less than $500 420 3.1%
$500-999 2,675 19.6%
$1,000-1,499 4,687 34.4%
$1,500-1,999 3,123 22.9%
$2,000 or more 2,737 20.1%
Total 13,642 100%
Table 31 - Rent Paid
Data Source: 2019-2023 ACS
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Housing Affordability
% Units affordable to Households earning Renter Owner
30% HAMFI 10 N/A
50% HAMFI 275 165
80% HAMFI 140 35
100% HAMFI N/A 100
Total 460 500
Table 32 - Housing Affordability
Data Source: 2017-2021 CHAS
Monthly Rent
Monthly Rent ($) Efficiency (no
bedroom) 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom
Fair Market Rent $1,586 $1,647 $1,824 $2,250 $2,852
High HOME Rent $1,258 $1,349 $1,621 $1,863 $2,059
Low HOME Rent $982 $1,052 $1,262 $1,458 $1,627
Table 33 - Monthly Rent
Data Source: FY 2025 HUD FMR and HOME Rents
Is there sufficient housing for households at all income levels?
The HUD CHAS data indicates that there is not sufficient housing for all income levels due to the high rate
of housing problems for persons in the 0-30% AMI (of which 72% have housing problems) and 30-50%
AMI (of which 65% have housing problems) categories.
How is affordability of housing likely to change considering changes to home values and/or
rents?
The affordability of housing units has continued to decrease as the County’s population and inflation
increases, and it appears that this trend will continue. Union County and its development partners are
committed to constructing and renovating more housing to ease market stresses.
How do HOME rents / Fair Market Rent compare to Area Median Rent? How might this impact
your strategy to produce or preserve affordable housing?
According to Zillow Research data dated December 31, 2025 (the last available data), the typical observed
market rate for rental units in Union County, NC was $2,042.28. In comparison with the most common
category of rental units in Union County (three-bedroom units), the three-bedroom FY 2025 HUD Fair
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Market Rent for the Charlotte MSA was $2,250, the Low HOME Rent limit was $1,458, and the High HOME
Rent limit was $1,863. It is likely that future rental housing developments will be targeted to persons
whose income is at or above 100% of Area Median Income, so the County is committed to working with
developers to ensure that low- and moderate-income housing is included in new housing projects.
Discussion
Union County has experienced a large price increase in both rental and for-sale housing. This is driven by
continued demand from the overflow of persons leaving Charlotte and Mecklenburg County as well as
new arrivals to the Charlotte MSA seeking lower cost but high-quality single-family housing, but also
factors including wage stagnation and inflation on the national level. These pressures have made housing
less affordable for residents of Union County, which particularly impacts those with low-paying jobs and
those who are not in the labor market and living on fixed incomes. A priority of the County is to expand
its owner-occupied housing renovation program, which will help improve housing accessibility, safety and
energy efficiency for low- and moderate-income households who are most likely to be cost burdened. It
will also continue to partner with organizations and agencies that may be able to assist at-risk households
with energy, utility, and rent or mortgage payments.
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MA-20 Housing Market Analysis: Condition of Housing - 91.210(a)
Introduction
Due to a suburban building boom corresponding with the growth of Charlotte into an international
business hub, the 2019-2023 ACS estimates that 80% of Union County housing was built since 1980. Only
about 20% were built prior to 1980 and subject to potential asbestos and lead-based paint hazards, and
only 4% of existing housing units were built prior to 1950. Of the 82,231 occupied housing units in the
County, 18,408 housing units (22.4%) have at least one "selected housing condition."
Define “standard condition” and “substandard condition but suitable for rehabilitation”:
In Union County, substandard housing conditions typically include the following: structural hazards; poor
construction; inadequate maintenance; faulty wiring; leaky plumbing; fire hazards; and inadequate
sanitation. Substandard units suitable for rehabilitation are those units where the total rehabilitation
costs do not exceed 25% of the post-rehabilitation value of the housing unit. The following definitions are
used within the County:
• "Selected Housing Condition" - Overcrowding (1.01 or more persons per room), lacking a
complete kitchen, lack of plumbing facilities, and/or other utilities, and cost burden of 30% or
more of household income.
• "Substandard condition" - Does not meet code standards or contains one of the selected housing
conditions.
• "Substandard Condition but Suitable for Rehabilitation" - The amount of work required to bring
the unit up to minimum code standard, and the existing debt on the property, together are less
than the fair market value of the property.
• "Not Suitable for Rehabilitation" - The amount of work required to bring the unit up to minimum
code standards exceeds the fair market value of the property after rehabilitation work is
complete.
Condition of Units
Condition of Units Owner-Occupied Renter-Occupied
Number % Number %
With one selected Condition 12,498 18.6% 5,910 39.6%
With two selected Conditions 245 0.4% 538 3.6%
With three selected Conditions 34 0.0% 0 0%
With four selected Conditions 0 0% 0 0%
No selected Conditions 54,526 81.0% 8,480 56.8%
Total 67,303 100% 14,928 100%
Table 34 - Condition of Units
Data Source: 2019-2023 ACS
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Year Unit Built
Year Unit Built Owner-Occupied Renter-Occupied
Number % Number %
2000 or later 35,358 52.5% 4,348 29.1%
1980-1999 20,990 31.2% 5,641 37.8%
1960-1979 7,338 10.9% 2,939 19.7%
1940-1959 2,555 3.8% 1,177 7.9%
Before 1940 1,062 1.6% 823 5.5%
Total 67,303 100% 14,928 100%
Table 35 - Year Unit Built
Data Source: 2017-2021 CHAS
Risk of Lead-Based Paint Hazard
Risk of Lead-Based Paint Hazard Owner-Occupied Renter-Occupied
Number % Number %
Total Number of Units Built Before 1980 11,040 17.0% 4,475 32.7%
Housing Units built before 1980 with children present 1,650 2.5% 968 7.1%
Table 36 - Risk of Lead-Based Paint
Data Source: 2017-2021 CHAS (Units with Children present)
Vacant Units
Suitable for
Rehabilitation
Not Suitable for
Rehabilitation
Total
Vacant Units 4,350 149 4,499
Abandoned Vacant Units 20 20 40
REO Properties 20 4 24
Abandoned REO Properties 0 4 4
Table 37 - Vacant Units
Data Source: Union County Building Code Enforcement
Need for Owner and Rental Rehabilitation
As neither the Union County Building Code Enforcement Department nor the Union County Association
of REALTORS track vacancies or outstanding code violations, the number of vacant units is an estimate
from the 2019-2023 ACS and the number of real estate owned (REO) properties is a point-in-time count
from Zillow. The cost of rehabilitation often exceeds the income of many low- and moderate-income
households and sometimes exceeds the property’s value. A number of these housing units cannot be
rehabilitated and may become vacant due to their owners’ lack of financial resources; these are often
demolished and replaced by market-rate or luxury housing units which further reduces the number and
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proportion of low- and moderate-income housing. There is a need for increased assistance to low- and
moderate-income families to allow them to rehabilitate their properties.
Estimated Number of Housing Units Occupied by Low- or Moderate-Income Families with LBP
Hazards
Lead poisoning affects many children age 6 or younger, causing lifelong learning and behavior problems
by interfering in brain development. Though lead is a naturally occurring element, the largest source of
lead contamination in the home is caused by chipping, peeling, flaking or deteriorating lead-based paint
(LBP). Lead can also enter the home through some toys, jewelry, and other consumer products, lead
potable water plumbing, contaminated soil from leaded gasoline and chemical processing, and industrial
use of lead metal or chemicals. Lead poisoning has decreased over the years, but there is no safe level of
lead. The only way to know if a child has been exposed is a blood test. Lead was banned from residential
paint in 1978, but approximately half of the U.S. housing stock still contains some lead-based paint.
Only about 20% of the housing stock in Union County was built prior to 1980 and would have a higher risk
of lead-based paint presence. Of these, 16.9% of units built prior to 1980 (or 3.3% of all housing units) are
inhabited by children age 6 or younger. These housing units are more likely to have unabated lead-based
paint present when occupied by low- and moderate-income households due to the prohibitive financial
burden of lead-based paint abatement and would pose particular risks to the children living in these units.
Discussion
In determining the risk factors for housing problems, the above research gives only a general idea of risks
within Union County. Additional factors include the environmental quality and risks where these units are
located, such as construction quality, soil and air contaminants, and risk of manmade and natural
disasters. The census information only reports on the number of persons per room (overcrowding
condition) and the lack of a complete kitchen, or plumbing facilities. These are general conditions and do
not necessarily reflect the true conditions of houses in the area. More information can be obtained from
housing inspections conducted by the Union County Department of Building Code Enforcement and the
various municipal code enforcement departments within Union County.
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MA-25 Public and Assisted Housing - 91.210(b)
Introduction
The Monroe Housing Authority (MHA) administers Section 8 Housing Choice Vouchers in Union County but no longer provides traditional public
housing. Its partner nonprofit Community Advancement and Redevelopment Enterprise (CARE) own and operates the former MHA public housing
properties as Rental Assistance Demonstration (RAD) Project-Based Voucher (PBV) residences. MHA is and will continue to be the primary resource
for the County’s very low-income households. As of its Draft FY 2026 Annual Plan, the Housing Authority administered 369 Section 8 Housing
Choice Vouchers and CARE managed 205 PBV housing units.
The following statistics were obtained from the HUD Public & Indian Housing Information Center (PIC) and the Monroe Housing Authority. Data
on accessible housing units was not available.
Total Number of Units
Program Type
Certificate Mod-
Rehab
Public
Housing
Vouchers
Total Project -
based
Tenant -
based
Special Purpose Voucher
Veterans Affairs
Supportive
Housing
Family
Unification
Program
Disabled
*
# of units vouchers in use 0 0 0 369 205 325 0 0 39
Accessible units 0 0 0 0 0 0 0 0 0
*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition
Table 38 - Total Number of Units by Program Type
Data Source: PIC (PIH Information Center)
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Describe the supply of public housing developments:
Describe the number and physical condition of public housing units in the jurisdiction, including
those that are participating in an approved Public Housing Agency Plan:
Between 2022 and 2024, the Monroe Housing Authority converted its portfolio of 205 public housing units
to Project-Based Voucher (PBV) units through the Rental Assistance Demonstration (RAD) program. These
units are now managed by MHA’s partner nonprofit Community Advancement and Redevelopment
Enterprise (CARE).
The last HUD inspection listed for the four CARE properties was in 2017 prior to their RAD conversion, at
which time the properties achieved a combined rating of 82/100.
Aside from the aforementioned RAD PBV developments, there are eight HUD Multifamily Housing
developments in Union County. Their inspection scores are as follows:
Public Housing Condition
Public Housing Development Average Inspection Score
ARC/HDS UNION COUNTY GROUP HOME #3 98
ARC/HDS UNION COUNTY GROUP HOME #2 99
ARC/HDS UNION COUNTY GROUP HOME #1 99
GATEWOOD VILLAGE 92
ICEMORLEE STREET APARTMENTS 83
JEFFERSON VILLAGE APARTMENTS 73
Cotton Street Commons 95
ARC Union Apartments (The) 98
Table 39 - Public Housing Condition
Describe the restoration and revitalization needs of public housing units in the jurisdiction:
The Rental Assistance Demonstration (RAD) program provides a powerful tool to preserve and improve
affordable housing currently supported under the public housing, Section 8 Moderate Rehabilitation,
Moderate Rehabilitation Single Room Occupancy, and Section 202 and Section 811 Rental Assistance
Contract programs. Under RAD, properties are placed under a long-term rental assistance contract,
providing long term affordability while maintaining and strengthening resident rights.
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The Monroe Housing Authority opted to take part in the RAD program to leverage both Federal and
private capital funds to afford necessary upgrades and upkeep for its housing properties. The 205 former
MHA public housing units are now managed by MHA’s partner nonprofit Community Advancement &
Redevelopment Enterprise (CARE).
In terms of upcoming capital expenditures, CARE staff noted that they intend to install individual water
meters for each housing unit rather than having a single-point water shutoff for each community, which
will allow units to undergo water line repair and replacement without disruption to other tenants.
Describe the public housing agency's strategy for improving the living environment of low- and
moderate-income families residing in public housing:
Monroe Housing Authority maintains a voluntary Family Self-Sufficiency (FSS) program that is available to
households receiving a subsidy through MHA’s HCV, PBV, and RAD-PBV programs. MHA households in
compliance with MHA, CARE, and FSS regulations are eligible for FSS participation. The FSS program seeks
to help families make progress toward economic security by supporting the family’s efforts to increase
their earned income, build financial capability, and achieve their financial goals. The following is a list of
the supportive service needs of the families expected to enroll in the MHA FSS program:
• Training in basic skills and executive function (including household management)
• Employment training, including sectoral training and contextualized and/or accelerated basic
skills instruction
• Job placement assistance
• GED preparation
• Higher education guidance and support
• English as a Second Language
• Assistance accessing and paying for child care
• Transportation assistance
• Financial coaching, including assistance with budgeting, banking, credit, debt, and savings
• Access to counseling or treatment for substance abuse and mental health
• Dental care, health care, and mental health care including substance abuse treatment and
counseling
• Homeownership readiness
Upon enrollment in the Family Self-Sufficiency program, the FSS Coach will meet with the family to
conduct an FSS needs assessment. This assessment will inform the development of the Individual Training
and Services Plan (ISTP) and determine supportive services needed and/or barriers to overcome for the
FSS family to achieve the goals outlined in the ISTPs to successfully complete the program. FSS Coaches
may also utilize various financial assessments to assist participants to develop individual financial goals
and determine what types of financial education and coaching are needed. Ongoing needs and financial
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assessments may be administered by the FSS Coach through regular participant outreach and engagement
activities to inform any changes that need to be made to the ISP.
The Monroe Housing Authority’s FSS Coaches will provide referrals to the following services as needed to
help FSS participants achieve their goals:
• Assessment for educational and disability needs
• After-school child care (with Rising Star Daycare)
• Assistance with car repairs and purchase
• High School equivalency/GED (with Union County Public Schools)
• Child and Adult Protective Services
• Household management training
• Homeownership preparation
• Financial empowerment
• Individual Development Accounts
• Legal services
• Debt resolution and credit repair
According to the Housing Authority’s Agency Plan, the housing authority is able to house applicants with
disabilities in a reasonable time and has experienced no problems with finding units that fit the
accessibility needs of the disabled. Applicants are asked if any member of the household requires a
reasonable accommodation in order to access MHA programs or CARE facilities. If accommodations are
required, MHA will work with the client to meet their needs. The housing authority is not fully aware of
the client’s specific needs until housing is available, at which point the household in need will coordinate
with MHA/CARE staff to determine what reasonable accommodations can be made.
All four of the CARE PBV communities have resident councils which meet monthly. MHA also offers
periodic community activities at its CARE locations. Past activities have included free CPR courses, Back
To School supply giveaways, and help with preparing family emergency plans for natural disasters such as
hurricanes.
Discussion:
The Monroe Housing Authority continues to be the primary housing resource for the County’s very low-
income households, both directly via Housing Choice Vouchers and in partnership with CARE for Project-
Based Voucher housing.
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MA-30 Homeless Facilities and Services - 91.210(c)
Introduction
Union County is part of Region 5 of the NC-503 North Carolina Balance of State Continuum of Care (BOSCoC). Locally, the BOSCoC’s activities are
administered by the Community Shelter of Union County. Members of the CoC include Union County Social Services as well as other governmental
and nonprofit social service agencies, shelter providers, and housing providers. Using the Homeless Management Information System (HMIS) as a
tool to provide services to homeless individuals and families, case managers are able to work with clients to identify their needs and challenges
and provide unduplicated assistance. Case managers are the main contact for supportive services and housing.
Facilities and Housing Targeted to Homeless Households
Emergency Shelter Beds Transitional
Housing Beds
Permanent Supportive Housing
Beds
Year Round Beds
(Current & New)
Voucher /
Seasonal /
Overflow Beds
Current & New Current & New Under
Development
Households with Adult(s) and
Child(ren) 49 0 0 24 0
Households with Only Adults 81 0 0 31 0
Chronically Homeless Households n/a n/a n/a n/a n/a
Veterans 0 0 0 0 0
Unaccompanied Youth 0 0 0 0 0
Table 40 - Facilities and Housing Targeted to Homeless Households
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Describe mainstream services, such as health, mental health, and employment services to the
extent those services are used to complement services targeted to homeless persons
The Piedmont Region of the NC BOSCoC has an intake assessment process that identifies the additional
services an individual or family may need and has created a streamlined referral process. The Piedmont
Region covers five counties; in four of the counties, the emergency shelters act as the designated
coordinated assessment sites in the County. These facilities are natural places for persons to seek help in
the region. The assessment sites include Union County Community Shelter, Stanly County Community Inn,
Crisis Ministry of Davidson County and Rowan Helping Ministries. Agencies in the region are committed
to conducting the Emergency Response Screening in person for each individual or family that presents for
shelter at any time.
Financial Assistance
Union County Community Support and Outreach is the local administrator of the North Carolina Work
First program, which helps resident children and families in temporary financial crisis achieve self-
sufficiency through financial assistance, employment and supportive services. The program uses a
strength-based, family-centered approach. The program goals are: job readiness and employment; child
well-being; economic self-sufficiency; and improved physical and mental health for families. To apply for
Work First, families must provide documentation of identity, address or living arrangement, age, kinship,
citizenship or legal alien status, Social Security number, income, and financial assets or resources.
Mental Health Services
Partners Health Management is a public local management entity/managed care organization (MCO)
whose mission is to be a Member Care Organization. The organization offers health plans for Tailored Plan
members, state-funded recipients, and NC Medicaid Direct beneficiaries in 15 North Carolina counties:
Burke, Cabarrus, Catawba, Cleveland, Davidson, Davie, Forsyth, Gaston, Iredell, Lincoln, Rutherford,
Stanly, Surry, Union and Yadkin. It prioritizes integrated-whole person care for our members and families,
with a focus on mental health, substance use disorders, intellectual/developmental disabilities and
traumatic brain injuries. Depending on client health plan, it covers services for behavioral health, I/DD,
physical health and pharmacy.
Veterans Affairs
W.G. Hefner VA Medical Center in Salisbury, NC is the local veteran services provider with seventy-three
(73) Permanent Supportive Housing beds for veterans. The SSVF program provides rapid rehousing and
prevention services for veterans and their families. Rowan Helping Ministries in Salisbury maintains
fourteen (14) beds for veterans, but Salisbury is over fifty miles from Monroe and there are no beds
specifically set aside for veterans at the Union County Community Shelter. The Region 5 system utilizes
the VA's hotline for veterans in need of assistance with housing, health care and mental health services.
Veterans in need of assistance can either contact the State Veteran Service Center at 7508 E.
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Independence Blvd, Suite 119, Charlotte NC 28227, or the Union County Veterans Services Office in the
County Government Building. The US Veterans Administration has designated Volunteers of America of
the Carolinas, Inc. as the SSVF administrator for North Carolina.
Prevention Services
Households are able to access prevention services through linkages from service providers in the
community. Veterans access SSVF by contacting the SSVF grantees in the BOSCoC. Volunteers of America
of the Carolinas, Inc. is the administrator for SSVF in the Piedmont Region.
Legal/Judicial System
The Union County Community Shelter (UCCS) has developed relationships with local law enforcement in
the community. UCCS staff educates law enforcement on what services are available and how to make
referrals for citizens that may show signs of being at risk.
List and describe services and facilities that meet the needs of homeless persons, particularly
chronically homeless individuals and families, families with children, veterans and their
families, and unaccompanied youth. If the services and facilities are listed on screen SP-40
Institutional Delivery Structure or screen MA-35 Special Needs Facilities and Services, describe
how these facilities and services specifically address the needs of these populations.
Union County Community Support & Outreach (CSO) works to promote a healthy community, as well as
culturally and linguistically appropriate services, through training, health education and promotion, and
outreach. CSO seeks to serve as a convener of local and regional agencies with the goal of maximizing
partnerships. With its community partners, CSO identifies key issues and works together to building a
healthier Union County by systematically addressing the social determinants of health that impact access.
CSO programs touch three main areas: management of federal and state economic stability programs;
delivery of nutrition services to vulnerable populations; and provide community outreach and
engagement activities including volunteer coordination, health education, and parenting programs.
The Community Shelter of Union County (aka Union County Community Shelter, UCCS) provides
Emergency Shelter, Food, and Rehousing. Its low-barrier services support equitable opportunities because
safe, affordable housing and access to food are basic human rights. UCCS programs are aimed at making
episodes of homelessness and food insecurity brief, rare, and one time only. This is accomplished through
the following services:
• Emergency Shelter for adults and families
• Rapid Rehousing
• Soup Kitchen (three meals a day)
• Drive Thru Pantry
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• Senior Food Boxes
• Step It Up Bicycle Program
• Employment Lab
• Home Again housing support
• Seasonal Warming & Cooling Stations
Turning Point, Inc., is the only organization in Union County that provides emergency and lifesaving
resources for survivors of domestic violence, sexual assault, and child abuse. It offers a wide range of
services at no charge to the client. Turning Point believes that everyone who experiences abuse deserves
a safe place to heal and receive the resources they need to seek independence and justice. Turning Point’s
services include the following:
• 24/7 Crisis Line services
• 24/7 Safe Shelter
• Crisis intervention & referral
• Transportation and hospital accompaniment
• Professional counseling & support groups
• Case management
• Survivor advocacy
• Violence prevention and safety resources
• Tree House Children’s Advocacy Center
During the last Five Year Consolidated Plan period, Community Link helped residents of Charlotte,
Mecklenburg County and the surrounding counties to prevent homelessness, establish self-sufficiency,
prepare their taxes and prepare for homeownership. However, after ninety-six years of operation the
organization closed its doors on June 20, 2025. Other social service organizations have stepped in to fill
the gaps, but Community Link’s presence in the greater Charlotte area will be missed.
Mainstream services generally target specific categories of vulnerable individuals and families. These
vulnerable populations of the chronically homeless and persons with HIV/AIDS are served by case
management for health care, mental wellness, and housing assistance. Service providers in the
community as well as County agencies work together and coordinate with each other to provide the
homeless with the services they need.
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MA-35 Special Needs Facilities and Services - 91.210(d)
Introduction
Union County has identified priorities for services and facilities for its special needs population. This
includes the elderly, frail elderly, persons with disabilities, persons with alcohol and substance addictions,
persons with HIV/AIDS and their families, and public housing residents.
Including the elderly, frail elderly, persons with disabilities (mental, physical, developmental),
persons with alcohol or other drug addictions, persons with HIV/AIDS and their families, public
housing residents and any other categories the jurisdiction may specify, and describe their
supportive housing needs
The following needs and objectives are established under this Five-Year Consolidated Plan:
• Elderly - There is a need to rehabilitate existing housing and to construct new affordable and
accessible housing to allow elderly residents to age in place.
• Frail Elderly - There is a need to rehabilitate and improve ADA accessibility in existing housing, to
construct new affordable and accessible housing, to enforce reasonable accommodations by
landlords, and to improve the quality and availability of supportive services to allow frail elderly
residents to age in place.
• Persons with Disabilities - There is a need to improve ADA accessibility in existing housing, to
construct new affordable and accessible housing, to enforce reasonable accommodations by
landlords, to improve the quality and availability of supportive services and transportation, and
increase employment opportunities to allow residents with disabilities to live independently.
• Alcohol and Other Drug Addictions - There is a need for more transitional housing, wraparound
supportive services, and post-treatment case management in the County, to allow residents in
recovery to reenter the workforce and everyday life.
• Persons with HIV/AIDS - There is a need for more permanent housing and healthcare options,
and for the County to assist in enforcing Fair Housing regulations, to allow residents with HIV/AIDS
to live independently and without discrimination.
• Public Housing Residents - There is a need for job training, financial literacy education, down
payment and closing cost assistance, and life skills training to help voucher recipients and PBV
residents transition into market-rate housing.
• Victims of Domestic Violence - There is a need for more dedicated temporary shelter beds,
permanent housing options, and supportive services to allow domestic violence, trafficking, and
assault victims and their families to recover and thrive in safety.
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Describe programs for ensuring that persons returning from mental and physical health
institutions receive appropriate supportive housing
Union County partners with local area nonprofits to help low-income individuals and families avoid
homelessness. Subject to funding availability, Union County Crisis Assistance Ministries provides rent,
mortgage, and/or utility assistance to low-income individuals and families to prevent homelessness. Other
nonprofits, such as the ARC of Union County and the Council on Aging, work with their specialized
populations to help prevent homelessness.
Partners Health Management is the Balance of State CoC Region 5 (Piedmont) area care manager of
Medicaid and state-funded services for mental health treatment, intellectual and developmental
disabilities, substance use disorders, and traumatic brain injuries in Union County and fourteen other
central North Carolina counties. It does not directly provide treatment but ensures that providers meet
strict quality standards, protect patient rights, and deliver medically necessary services. PHM also reviews
appeals, hears complaints and ensures fair medical decisions.
Specify the activities that the jurisdiction plans to undertake during the next year to address
the housing and supportive services needs identified in accordance with 91.215(e) with respect
to persons who are not homeless but have other special needs. Link to one-year goals.
91.315(e)
Given the limited CDBG funding available, Union County will continue to support services through the
existing delivery systems embedded in the County’s Department of Social Services. Support programs
currently exist that meet the needs of these special populations. Moreover, Union County has extensive
partnership with area nonprofits that also provide housing and supportive services to these populations.
Of Union County’s civilian noninstitutionalized population, 8.1% were elderly persons (age 65 or older),
9.4% had at least one disability, and 3.9% were “Frail Elderly” persons age 65 or older with at least one
disability. It is expected that these populations will increase during the FY 2026-2030 Five-Year
Consolidated Plan period. Accordingly, there is a need to increase housing opportunities, services, and
facilities for persons with special needs.
Goals:
• SN-1 Housing - Increase the number of decent, safe, sound, sanitary, accessible and affordable
units that are available and accessible to all sectors of the special needs populations.
• SN-2 Accessibility - Promote and assist in making accessibility improvements to existing housing
units, including making reasonable accommodations for the physically disabled so they can
continue to remain in their homes.
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• SN-3 Social Services - Promote and support social service programs and facilities that address
populations with special needs, including but not limited to the elderly, persons with disabilities,
veterans, and victims of domestic violence.
• SN-4 Removal of Architectural Barriers - Remove architectural barriers which restrict the mobility
and access to public facilities and services for persons with physical disabilities.
• CD-3 Public Services - Improve and enhance public services and programs for youth, the elderly,
persons with disabilities, and general social/welfare public service programs for low- and
moderate-income County residents.
• CD-4 Nutritional Services - Promote and support food and nutrition programs to address the
needs of the elderly and persons with disabilities, the unemployed, underemployed, and
homeless.
• CD-7 Transportation - Support the expansion of public transportation and improvements to
pedestrian, bicycle, and vehicular transportation routes to assist low- and moderate-income
residents, the elderly, persons with disabilities, and persons with other special needs in accessing
medical services, employment, childcare, training, and other essential needs and services.
For entitlement/consortia grantees: Specify the activities that the jurisdiction plans to
undertake during the next year to address the housing and supportive services needs identified
in accordance with 91.215(e) with respect to persons who are not homeless but have other
special needs. Link to one-year goals. (91.220(2))
The County continues to advocate for and coordinate with programs assisting families which struggle to
meet everyday living needs. It intends to allocate FY 2026 CDBG funding to the following programs which
will benefit residents of Union County with special needs:
• CD-26-03 Council on Aging - In-Home Assistance for Seniors: The Council on Aging in Union
County’s In-Home Assistance for Seniors program provides essential in-home services to
economically disadvantaged older adults at no cost to clients. To qualify, clients must require
assistance with at least one Activity of Daily Living (ADL) such as bathing, dressing, or grooming,
and/or one Instrumental Activity of Daily Living (IADL) such as cleaning, cooking, or laundry in
order to safely remain at home.
The Council’s team of In-Home Aides delivers direct assistance with personal care, household
chores, errands, and respite for family caregivers. In addition, we conduct home safety
evaluations and coordinate volunteer home modifications such as bathroom grab bars, stair
handrails, and wheelchair ramps. We also provide access to durable medical equipment and
incontinence supplies at no cost.
CDBG funding will support 1.2 FTE (one full-time and one part-time) In-Home Aide positions,
including salary, fringe, and mileage. The requested funding will specifically support services for
approximately 30-40 low-to-moderate income older adults, providing personal care and
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household assistance one to three times per week. Our agency is licensed for home care and
remains fully compliant with all regulations set by the NC Department of Health and Human
Services and the NC Division of Aging and Adult Services.
In future fiscal years of the Five-Year Consolidated Plan, requests for financial support to address housing
and supportive services needs will be solicited and reviewed to determine where to direct support. The
County also intends to provide non-CDBG funding to various nonprofit agencies that provide supportive
services to persons who are not homeless but have other special needs.
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MA-40 Barriers to Affordable Housing - 91.210(e)
Negative Effects of Public Policies on Affordable Housing and Residential Investment
The population of Union County has exploded after decades of relative sleepiness with little to no growth.
Between the 1970 and 2020 U.S. Censuses, the County’s population grew from 54,717 persons to 238,267
persons. Union County’s proximity to the Charlotte, NC Metropolitan Area has led to its massive growth.
The County’s population has grown 433% since 1960 after decades of little to no growth, for a yearly
growth rate of 7.2%. The majority of this growth occurred between 1990 and 2020. The growth of Union
County area is largely due to its role as a bedroom community for the Charlotte-Concord-Gastonia, NC-SC
Metropolitan Statistical Area overlaid with its historic farming and forestry industries.
This demand has vastly increased the pressure on the County’s housing market, and even with the housing
boom there is a large disparity between the cost of owner-occupied housing and the financial resources
of low- and moderate-income households. To ease these housing pressures and disparities the County
will encourage and support a well-planned, diverse housing environment offering a mix of housing to all
income groups and offering a safe and pleasant living environment. Neighborhoods will be strengthened
through nurturing community spirit to create a sense of pride. The Union County 2050 Comprehensive
Plan outlines strategies that will help to garner public policy support and guide investment in affordable
housing developments. Union County will also collaborate with its municipal partners to guide and
regulate housing development, and to support the efforts of local non-profit housing providers who create
and renovate affordable housing.
While the Plan addresses multiple areas, its primary areas of concern are traffic congestion, development
density, rural character, agribusiness, flooding, safe drinking water, and broadband access. These all have
either a direct or indirect impact on Union County’s available affordable housing supply, from ensuring
that affordable housing is sufficient and located in convenient areas without being overly concentrated,
to making sure that in-person and remote jobs are available to residents.
Union County takes seriously its responsibility to not only facilitate affordable housing and residential
investment, but also to ensure its ordinances and policies do not interfere in residents’ ability to obtain
affordable housing. The County’s Budget & Grants Management and Building Code Enforcement
departments periodically review County ordinances and policies to ensure that they remain in compliance
with Federal and State law, and that they do not present barriers to affordable housing.
In terms of publicly funded programs, the County will continue to promote, finance, and expand its owner-
occupied Home Repair Program. This public program has been effective in increasing the safety and
efficiency of existing homes and reducing the cost burden for homeowners. The County’s Building Code
Enforcement Department will help to identify housing in need of rehabilitation. The County will also
promote housing and utility assistance programs offered by nonprofit entities and will consider future
CDBG funding applications from those organizations. It will continue to work with nonprofits to provide
new or renovated housing to low-income families. The Monroe Housing Authority will continue to provide
low-income eligible households with Section 8 vouchers to use at the property of their choice, and CARE
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will continue to maintain and operate their four Project-Based Voucher properties to provide high-quality
housing for low-income County residents. Finally, the County’s Planning & Development Department will
continue to identify properties for rehabilitation, renovation, or demolition and new construction.
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MA-45 Non-Housing Community Development Assets - 91.215 (f)
Introduction
Following is a brief summary of Union County’s priority non-housing community development needs that are eligible for assistance per HUD’s
community development program categories. This community development component of the plan provides Union County specific long-term and
short-term community development objectives, developed in accordance with the primary objective of the CDBG program.
Economic Development Market Analysis
Business Activity
Business by Sector Number of
Workers Number of Jobs Share of
Workers %
Share of Jobs
%
Jobs less
workers %
Agriculture, Mining, Oil & Gas Extraction 1,198 706 1.0% 0.9% -0.1%
Construction 10,910 10,282 8.9% 13.5% 4.6%
Manufacturing 14,120 11,876 11.5% 15.6% 4.1%
Wholesale Trade 3,559 3,994 2.9% 5.2% 2.3%
Retail Trade 14,409 8,613 11.7% 11.3% -0.4%
Transportation, Warehousing and Utilities 6,022 2,618 4.9% 3.4% -1.5%
Information 2,410 597 2.0% 0.8% -1.2%
Finance, Insurance, and Real Estate 13,693 2,830 11.1% 3.7% -7.4%
Professional, Scientific, Technical, Management,
Administration and Waste Management Services 14,946 9,435 12.1% 12.4% 0.3%
Education, Health Care and Social Assistance 23,293 12,972 18.9% 17.0% -1.9%
Arts, Entertainment and Accommodations 9,090 6,904 7.4% 9.1% 1.7%
Other Services, except Public Administration 6,158 2,509 5.0% 3.3% -1.7%
Public Administration 3,454 2,815 2.8% 3.7% 0.9%
Total 123,262 76,151 -- -- --
Table 41 - Business Activity
Data Source: 2019-2023 ACS table DP03 (Workers); 2023 CES OnTheMap Work Area Profile Analysis (Jobs)
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Labor Force
Total Population in the Civilian Labor Force 128,708
Civilian Employed Population 16 years and over 123,262
Unemployment Rate 4.2%
Unemployment Rate for Ages 16-24 5.6%
Unemployment Rate for Ages 25-65 2.7%
Table 42 - Labor Force
Data Source: 2019-2023 ACS
Occupations by Sector Number of People
Management, business, science and arts 57,303
Farming, fishing, and forestry 487
Service 14,965
Sales and office 24,716
Natural resources, construction, and maintenance 11,226
Production, transportation and material moving 14,565
Table 43 - Occupations by Sector
Data Source: 2019-2023 ACS
Travel Time
Travel Time Number Percentage
< 30 Minutes 51,835 52.0%
30-59 Minutes 38,477 38.6%
60 or More Minutes 9,297 9.3%
Total 99,609 --
Table 44 - Travel Time
Data Source: 2019-2023 ACS
Education:
Educational Attainment by Employment Status (Population 25 to 64 years)
Educational Attainment In Labor Force
Civilian Employed Unemployed Not in Labor Force
Less than high school graduate 6,665 390 3,851
High school graduate (includes
equivalency) 18,688 1,003 6,342
Some college or Associate's degree 28,696 933 6,510
Bachelor's degree or higher 45,160 1,113 6,498
Table 45 - Educational Attainment by Employment Status
Data Source: 2019-2023 ACS
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Educational Attainment by Age
Age
18-24 yrs 25-34 yrs 35-44 yrs 45-64 yrs 65+ yrs
Less than 9th grade 1,424 1,115 1,532 2,444 1,768
9th to 12th grade, no diploma 3,031 1,713 1,292 3,525 2,455
High school graduate, GED, or
alternative 12,022 6,597 5,867 14,335 10,134
Some college, no degree 10,472 5,878 5,829 13,305 6,348
Associate's degree 3,195 2,248 2,768 6,469 2,716
Bachelor's degree 10,549 6,105 9,571 19,091 5,688
Graduate or professional degree 5,416 3,087 5,924 9,995 3,292
Table 46 - Educational Attainment by Age
Data Source: 2019-2023 ACS
Educational Attainment - Median Earnings in the Past 12 Months
Educational Attainment Median Earnings in the Past 12 Months
Less than high school graduate $31,908
High school graduate (includes equivalency) $41,492
Some college or Associate's degree $51,034
Bachelor's degree $75,308
Graduate or professional degree $101,462
Table 47 - Median Earnings in the Past 12 Months
Data Source: 2019-2023 ACS
Based on the Business Activity table above, what are the major employment sectors within
your jurisdiction?
Union County, NC is a part of the Charlotte-Concord-Gastonia, NC-SC MSA. While the County is home to
industry such as healthcare and advanced technology manufacturing, almost 40% of civilian employed
residents are employed outside of the County. The three (3) largest categories of jobs by industry sector
in Union County are as follows:
• Education, Health Care, and Social Assistance – 12,972 jobs (17.0% of jobs)
• Manufacturing – 11,876 jobs (15.6% of jobs)
• Construction – 10,910 jobs (13.5% of jobs)
These three categories represent 47.0% of the total number of jobs in the County.
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Describe the workforce and infrastructure needs of the business community:
The County’s needs for Economic Development are:
• Support and encouragement for job creation, job retention, and training opportunities.
• Support for business and commercial growth through expansion of existing businesses and
development of new businesses.
• Promotion of the development and/or redevelopment of vacant commercial and industrial
properties.
Union County’s economy was historically agriculture-based and still maintains that industry, but much of
its land has been redeveloped into residential communities due to the population explosion in the
Charlotte metropolitan area. The housing boom in Union County reflects the reality that 40% of the
County’s working population commutes out of the County for employment.
The County government and its economic development organizations are working toward inducing more
industrial, commercial, and technological industry to locate within the County. They are especially
interested in high-technology businesses that will employ residents of all education levels, from high
school to advanced graduate degrees. The County works with South Piedmont Community College and
Wingate University to ensure that all residents have access to high-quality job training and advanced
degrees, to promote self-sufficiency and financial empowerment.
Describe any major changes that may have an economic impact, such as planned local or
regional public or private sector investments or initiatives that have affected or may affect job
and business growth opportunities during the planning period. Describe any needs for
workforce development, business support or infrastructure these changes may create.
Union County is located seven miles southeast of Charlotte, just outside of the I-485 Beltway. The Gateway
region of the County nearest to Charlotte is heavily developed with small-lot residences, multifamily
housing, and commercial amenities. Its proximity to Mecklenburg County means that corporate offices
are within easy reach of the City of Charlotte and Charlotte International Airport, and potential
distribution locations are near both the Beltway and US 74. The central portion of the County near Monroe
Executive Airport has a strong base in advanced manufacturing and has the state's highest concentration
of aerospace companies. The eastern side of the County retains its agricultural heritage and additionally
has added logistical businesses along the US 74 corridor.
Due to its location in the Charlotte MSA and its widespread development, Union County has a very robust
broadband network. It also has an ideal location between Charlotte and Wilmington for freight service by
both highway and rail, and is within a few hours of several regional cities such as Greensboro, NC and
Columbia and Spartanburg, SC. These attributes and the County's strong workforce development pipeline
make Union County well-suited for business growth and expansion.
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However, the County needs to address physical infrastructure in order to recruit and expand businesses.
In particular, the County and its partners are aware of deficiencies in its transportation network, water
supply, and sewer systems. These systems are being upgraded in capacity and reliability, but further work
by the County and the municipalities will be needed to provide multiple parcels of land for development.
How do the skills and education of the current workforce correspond to employment
opportunities in the jurisdiction?
As of December 2025 (the last available data), the US Bureau of Labor Statistics recorded an unadjusted
unemployment rate in Union County of 3.1%. During the same month, the statewide unemployment rate
was 3.4% and the national rate was 4.1%. However, 32.4% of Union County residents aged 16 and over
were not in the labor force (according to the 2019-2023 ACS). This is a lower level of non-participation
than statewide or nationally but there is still a significant number of persons who do not or cannot work.
The 2019-2023 ACS estimates that 90.4% of Union County residents aged 25 years or over had at least a
high school diploma or equivalent. Only 67.6% had taken some college coursework, 48.0% had at least an
associate’s degree, and 39.0% had at least a bachelor’s degree. The ACS notes that of those persons 25
years or over with earnings, high school graduates earned an annual median of $42,579 in 2023 adjusted
dollars while those with some college education or an associate’s degree earned a median of $50,438 and
those with a bachelor’s degree earned a median of $70,694. It will be essential for Union County to
continue promoting post-secondary education and job training to attract businesses, while also helping
its residents maintain their standard of living and retain their housing.
The County’s civilian employed population 16 years and over was 123,262, but only 76,151 jobs were
based in Union County. The only industry in which available jobs exceeded qualified workers was the
Wholesale Trade field, with 435 more jobs than workers who lived in Union County. Every other industry
had a surplus of qualified workers as compared to jobs available in the County, and the imbalance was
especially high in traditionally “white-collar” higher-pay positions:
• Agriculture, Forestry, Fishing and Hunting, and Mining - 492 workers
• Construction - 628 workers
• Manufacturing - 2,244 workers
• Retail Trade - 5,796 workers
• Transportation, Warehousing and Utilities – 3,404 workers
• Information - 1,813 workers
• Finance, Insurance, and Real Estate - 10,863 workers
• Professional, Scientific, Management, Administration and Waste Management – 5,511 workers
• Education, Health Care and Social Assistance - 10,321 workers
• Arts, Entertainment, Accommodations and Food Services - 2,186 workers
• Other Services - 3,649 workers
• Public Administration - 649 workers
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Since Union County has a low unemployment rate for its citizens, this indicates that it serves as a bedroom
community for workers whose jobs are located elsewhere. The majority of these jobs are based elsewhere
in the Charlotte Metropolitan Statistical Area.
Describe any current workforce training initiatives, including those supported by Workforce
Investment Boards, community colleges and other organizations. Describe how these efforts
will support the jurisdiction's Consolidated Plan.
South Piedmont Community College (SPCC) serves as the primary workforce training center in Union
County. SPCC offers programs in adult basic skills, high school equivalency diplomas, college credit
programs, and short-term training. SPCC has several programs that help individuals gain the skills
necessary to enter the workforce or re-enter the workforce for a new career pathway.
SPCC is dedicated to developing the highly skilled workforce that Union County's employers are seeking.
This can include adult education and high school equivalency diplomas followed by coursework or degrees
in advanced manufacturing, art and digital media, business, construction and trades, education,
information technology, language, medical sciences, public safety, STEM, and transportation and logistics.
The college offers skills development and certificate programs and associate degrees, and students who
so choose can use this coursework as a springboard to a bachelor's degree.
Further, SPCC also has the Workforce Readiness Program, which is frequently utilized by clients of the
Union County Community Shelter. The Workforce Readiness program provides education and training for
individual success in the workplace. Tuition is waived for unemployed, underemployed and dislocated
workers. This program helps participants with learning how to develop a resume, set up email accounts,
learn how to search jobs online and apply for them, and how to use basic Microsoft Office products.
Additionally, they will take a course on career planning and assessment. This is vital for many of the clients
of the Homeless Shelter, as many are homeless due to aging out of the construction industry and finding
themselves unemployable due to limited skill sets.
Centralina Workforce Development Board operates an NC Works Career Center in the County, located in
the City of Monroe. The Career Center provides services for area residents from all backgrounds to help
them maximize job searches, increase skill sets, and obtain meaningful employment. At the Career Center,
job seekers have access to computers to search for job opportunities, along with access to job fairs and
workshops that help connect them with employers. They can also earn their Career Readiness Certificate,
a recognizable skills credential that helps job seekers find and keep a job or advance in their career. Career
Centers also have valuable labor market information available to help job seekers learn more about
industries that interest them, what they pay, and how they can move up in those careers.
Does your jurisdiction participate in a Comprehensive Economic Development Strategy (CEDS)?
Yes
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If so, what economic development initiatives are you undertaking that may be coordinated
with the Consolidated Plan? If not, describe other local/regional plans or initiatives that impact
economic growth.
Union County is a member of the Centralina Economic Development District (EDD) which develops and
maintains the region’s CEDS. The Centralina EDD provides access to grants, data, collaborative
opportunities and connections to regional economic development partners, workforce development
boards and economic development organizations. It offers strategic economic development planning,
technical assistance for U.S. EDA funding, regional economic and equity data, CEDS planning tools and
more.
Discussion
The Prosperity for All: Greater Charlotte Region CEDS 2023-2028 report identified three goals for the
economic development of the region: 1) Expanding Economic Opportunity, 2) Building Community
Supportive Infrastructure, and 3) Strengthening Regional Resilience and Global Competitiveness. The
CEDS is primarily a roadmap for the public sector – local governments, county economic development
organizations, workforce development boards, community colleges and universities – but relies heavily
on collaboration with and ultimately action by the private sector to achieve its vision and goals. The public
sector can invest in education and workforce development systems, build infrastructure and support
regional collaboration and coordination on economic development policy that attracts and retains
businesses. There are, however, many factors that influence economic growth and prosperity that are
outside of the influence of the public sector. In this context, the CEDS creates a foundation for public
policy, investment and regional collaboration to facilitate economic resilience and inclusive growth.
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MA-50 Needs and Market Analysis Discussion
Are there areas where households with multiple housing problems are concentrated? (include
a definition of "concentration")
The majority of homes with any of the four housing problems (lacks complete kitchen facilities, lacks
complete plumbing facilities, has more than one person per room, or has a cost burden greater than 30%
of household income) are typically located in the west and southwest areas of Union County. Meanwhile,
the oldest rental housing is scattered through the County, with concentrations near Waxhaw,
Weddington, Marshville, and Unionville.
Are there any areas in the jurisdiction where racial or ethnic minorities or low-income families
are concentrated? (include a definition of "concentration")
According to the 2019-2023 ACS data, Union County had a minority population of 32.0% of its total
population (persons who are non-White and/or Hispanic or Latino). HUD defines a Minority Neighborhood
as, “A neighborhood in which the percentage of persons of a particular racial or ethnic minority is at least
20 points higher than that minority's percentage in the housing market as a whole; the neighborhood's
total percentage of minority persons is at least 20 points higher than the total percentage of minorities
for the housing market area as a whole; or in the case of a metropolitan area, the neighborhood's total
percentage of minority persons exceeds 50 percent of its population.” According to the 50% definition,
there are twenty (20) Block Groups in the County that are considered a “Minority Neighborhood:”
• Census Tract 203.05, Block Group 1: 50.19% minority
• Census Tract 203.21, Block Group 1: 78.76% minority
• Census Tract 204.01, Block Group 1: 61.60% minority
• Census Tract 204.01, Block Group 2: 52.35% minority
• Census Tract 204.06, Block Group 1: 90.10% minority
• Census Tract 204.06, Block Group 2: 94.04% minority
• Census Tract 204.06, Block Group 4: 90.63% minority
• Census Tract 205.01, Block Group 1: 91.00% minority
• Census Tract 205.01, Block Group 2: 53.69% minority
• Census Tract 205.01, Block Group 3: 56.22% minority
• Census Tract 205.02, Block Group 1: 69.02% minority
• Census Tract 206.01, Block Group 1: 97.44% minority
• Census Tract 206.01, Block Group 2: 52.42% minority
• Census Tract 206.01, Block Group 4: 86.19% minority
• Census Tract 206.02, Block Group 1: 80.87% minority
• Census Tract 206.02, Block Group 3: 63.20% minority
• Census Tract 207.01, Block Group 3: 71.12% minority
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• Census Tract 207.02, Block Group 1: 56.64% minority
• Census Tract 208, Block Group 4: 68.97% minority
The County uses the HUD definition of a low-mod area as any area with a population of low- and
moderate-income residents that is equal to or greater than 51% of the entire population of the area.
According to this definition, 32 of the 132 Block Groups within the County are considered low-mod areas:
• Census Tract 202.05, Block Group 2: 54.7% low-mod
• Census Tract 203.07, Block Group 1: 57.5% low-mod
• Census Tract 203.08, Block Group 4: 52.7% low-mod
• Census Tract 203.12, Block Group 1: 52.6% low-mod
• Census Tract 203.21, Block Group 1: 57.3% low-mod
• Census Tract 204.01, Block Group 2: 53.6% low-mod
• Census Tract 204.03, Block Group 1: 65.2% low-mod
• Census Tract 204.03, Block Group 3: 56.4% low-mod
• Census Tract 204.05, Block Group 1: 71.3% low-mod
• Census Tract 204.06, Block Group 1: 52.8% low-mod
• Census Tract 204.06, Block Group 2: 92.4% low-mod
• Census Tract 204.06, Block Group 3: 57.4% low-mod
• Census Tract 204.06, Block Group 4: 98.1% low-mod
• Census Tract 205.01, Block Group 1: 72.3% low-mod
• Census Tract 205.01, Block Group 2: 65.8% low-mod
• Census Tract 205.02, Block Group 1: 86.0% low-mod
• Census Tract 206.01, Block Group 1: 80.1% low-mod
• Census Tract 206.01, Block Group 4: 75.7% low-mod
• Census Tract 206.02, Block Group 1: 75.1% low-mod
• Census Tract 206.02, Block Group 3: 51.2% low-mod
• Census Tract 207.01, Block Group 1: 72.2% low-mod
• Census Tract 207.01, Block Group 2: 100% low-mod
• Census Tract 207.01, Block Group 3: 61.0% low-mod
• Census Tract 207.02, Block Group 1: 51.5% low-mod
• Census Tract 207.02, Block Group 2: 60.8% low-mod
• Census Tract 208, Block Group 2: 73.3% low-mod
• Census Tract 208, Block Group 3: 65.4% low-mod
• Census Tract 208, Block Group 4: 72.8% low-mod
• Census Tract 208, Block Group 5: 59.4% low-mod
• Census Tract 209.01, Block Group 1: 59.5% low-mod
• Census Tract 209.01, Block Group 2: 70.2% low-mod
• Census Tract 210.15, Block Group 1: 54.5% low-mod
Union County has an overall low-mod percentage of 35.09%.
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What are the characteristics of the market in these areas/neighborhoods?
These areas include the oldest housing stock in the County, which tend to suffer from multiple housing
problems like insufficient plumbing or kitchen facilities. These neighborhoods tend to have fewer public
services such as water and sewer, may not have fast broadband available, and are often subject to flooding
concerns. Often, they are either in rural areas of Union County or are in heavily commercial areas with
noise issues. However, due to being less desirable, they are also the most affordable places in Union
County for renters and owner-occupants.
Are there any community assets in these areas/neighborhoods?
A great deal of housing accessible to low- and moderate-income households is located in areas just outside
of the City of Monroe central business district. Many public services are located within the City’s central
business district, including Monroe City Hall and the Union County Government Center, fire and police
stations, parks, medical clinics, social service agencies and churches. Additional low-mod housing is
located along the US 74 corridor, which allows easy access to shopping centers and employment. Housing
units located in the incorporated towns are generally equipped with municipal water and sewer service,
reducing the risks from untreated well water. For housing located in rural areas, there is open space and
parkland available for recreation.
Are there other strategic opportunities in any of these areas?
All of the neighborhoods that contain target households are located in communities with local municipal
authorities that support efforts to revitalize and uplift LMI households. Through the continued growth of
the Union County CDBG program the County hopes to develop strategic opportunities with member
governments to target these communities.
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MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income
Households - 91.210(a)(4), 91.310(a)(2)
Describe the need for broadband wiring and connections for households, including low- and
moderate-income households and neighborhoods.
The Federal Communication Commission defines broadband internet as connectivity to the internet with
a minimum 100 Mbps download speed and 20 Mbps upload (100/20), updated in 2024 from its prior
definition of 25 Mbps download and 3 Mbps upload (25/3). Union County scores within the top five
counties in North Carolina in the NC Broadband Adoption Index with a score of 93.06, following Wake,
Orange, and Mecklenburg Counties (home to the Cities of Raleigh, Chapel Hill and Charlotte respectively)
and slightly leading Onslow County (home to US Marine Corps Camp Lejeune.)
The Index reports that 99.67% of residents of Union County had internet available with at least 25 Mbps
download and 3 Mbps upload speeds, 98.77% live in an area with broadband internet available with at
least 100 Mbps download and 20 Mbps upload speeds, and 80.36% of residents had a broadband
subscription. In comparison, 25/3 internet service was available to 98.39% of North Carolina residents,
95.81% had access to 100/20 broadband service, and 71.6% had a broadband subscription. There were
6.18% of households in Union County without internet access and 4.54% with no computer devices, while
statewide there were 11.9% households with no internet access and 8% with no computer devices.
Broadband is delivered in Union County by several technologies and speed ranges:
• Fiber Optic Cables (Typically up to 10 Gbps upload and download)
• DSL via Copper wires (1-400 Mbps download/8 Mbps upload)
• Cable via Coaxial cables (10–500 Mbps download/5-50 Mbps upload)
• Wireless: Cellular 5G (4-300 Mbps download/10-50 Mbps upload)
• Satellite (25-200 Mbps download/5-20 upload)
Speeds can vary greatly depending on internet service provider (ISP) packages, equipment and distance
to local ISP facilities.
While the County does have very high adoption and availability rates, the lowest-income households
(including low-income working families, seniors and persons with disabilities) are most likely to lack a
reliable internet connection at home. Persons living on fixed incomes or working low wage jobs may not
be able to afford the monthly payment for broadband access. Facilities such as libraries and coffee shops
may provide internet access though this may be inconvenient for users.
Union County has a Broadband Committee whose purpose is to provide input on how to expand high-
speed internet access to residents and businesses. The Board of County Commissioners appointed the
seven members to oversee the development of a broadband plan for the County and review the
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implementation of other approved recommendations in the Union County 2050 Comprehensive Plan,
which identifies broadband internet as a focus area.
Describe the need for increased competition by having more than one broadband Internet
service provider serve the jurisdiction
Broadband internet competition is above average in Union County, with at least eleven fixed and mobile
broadband providers and four mobile providers available to most consumers. Cable and DSL are the main
network options in the County. They are frequently overlapping and generally competing on service
quality. Cable speed tends to be better, but the overall speeds seen with either system are comparable.
Additionally, wireless 5G internet providers cover the entirety of the County with generally cheaper but
less-reliable service, and gigabit fiberoptic was available to approximately a third of the County.
Noth Carolina laws do not allow local governments to own or operate an internet service provider, and
prior to 2021 county governments largely were not involved in broadband funding. Hower, in recent years
Union County has been among the local governments actively pursuing funding opportunities to expand
high-speed internet access in the community. These funding sources have included the Rural Digital
Opportunity Fund, the Growing Rural Economies with Access to Technology (GREAT) Program, the
Completing Access to Broadband (CAB) Program, the Stop-Gap Program to address gaps in GREAT and
CAB funding, and the Broadband Equity, Access, and Deployment (BEAD) Program. Additional funds may
be available through the North Carolina Broadband Infrastructure Office’s Building a New Digital Economy
(BAND-NC) Program. This provides rapid-response innovation mini-grants to NC communities to fund local
digital inclusion projects that meet specific community needs, including internet access, devices that meet
their needs, and the ability to safely use them.
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MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3)
Describe the jurisdiction’s increased natural hazard risks associated with climate change.
Per the introduction to the Cabarrus Stanly Union Regional Hazard Mitigation Plan, 2020 Update:
Natural hazards, such as thunderstorms, winter storms, floods, and tornadoes, are a part of the world
around us. Their occurrence is natural and inevitable, and there is little we can do to control their force
and intensity. We must consider these hazards to be legitimate and significant threats to human life,
safety, and property.
The Cabarrus Stanly Union Region is located in the western Piedmont of North Carolina and includes the
counties of Cabarrus, Stanly, and Union and the municipal governments within those counties. This area is
vulnerable to a wide range of natural hazards, most notably: tornadoes and thunderstorms, flooding, and
severe winter weather. It is also vulnerable to human-caused hazards, such as hazardous substance
releases and cyber-attacks. These hazards threaten the life and safety of residents in the region and have
the potential to damage or destroy both public and private property, disrupt the local economy, and impact
the overall quality of life of individuals who live, work, and vacation in the region.
While the threat from hazardous events may never be fully eliminated, there is much we can do to lessen
their potential impact upon our community and our citizens. By minimizing the impact of hazards upon our
built environment, we can prevent such events from resulting in disasters. The concept and practice of
reducing risks to people and property from known hazards is generally referred to as “hazard
management”.
The Plan goes on to describe the planning process for this plan, the community profile, the risk assessment
(consisting of hazard identification, hazard profiles, and vulnerability assessment), the capability
assessment, the Region’s proposed mitigation strategy and action plan, and the means for maintaining
the plan.
Describe the vulnerability to these risks of housing occupied by low- and moderate-income
households based on an analysis of data, findings, and methods.
The Cabarrus Stanly Union Regional Hazard Mitigation Plan was updated in 2020, and focused on
organizing community resources, identifying, and accessing hazard risks, and determining how to best
minimize or manage those risks to save lives, property and speed recovery following natural disasters.
This process allows for pre-disaster investments that have the potential to significantly reduce the
demand for post disaster assistance.
The Federal Emergency Management Agency (FEMA) National Risk Index rates Union County as having a
relatively moderate expected annual loss due to disaster, estimated at $110,331,117.72 in losses to
buildings, population equivalence, and agricultural value. Inland Flooding is a relatively high risk factor as
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about 6.3% of Union County lies within the 1%-Annual-Chance (100-year) Floodplain, primarily near
tributaries to the Rocky and Catawba Rivers, but only 64.2% of households in one of the County’s 1%-
Annual-Chance Special Flood Hazard Areas maintain flood insurance. Other major risk factors include
tornadoes, hurricanes, and drought. The low to moderate income population is most vulnerable to these
potential disasters because they have less access to resources to make necessary repairs after a disaster
and they are more likely to live in substandard housing that may not withstand potential natural or
manmade disasters.
Disasters affect everyone in a given area, but they tend to have a much greater effect on vulnerable
populations such as low- or moderate-income households, homeless persons, elderly persons or persons
with disabilities, or persons who have less than proficient English skills. Many households are uninsured
or underinsured, especially low- and moderate-income renters who often have to live in houses or
apartments that are more vulnerable to damage such as flooding or fire. Beyond insurance, households
across the country are increasingly unlikely to have enough savings for unexpected damages. A loss of
water or power would be a major inconvenience for many households but can endanger the health of an
elderly or disabled person during extremely hot or cold weather. Likewise, extreme weather can pose
immediate risk to unhoused persons. Persons who do not speak English well can have difficulty obtaining
both emergency and long-term assistance.
Cabarrus, Stanly, and Union Counties work with the North Carolina state government and Federal
governments to ameliorate natural and manmade disasters. They jointly conduct prevention efforts such
as education about the need for insurance and a plan for disaster awareness, and they respond to
disasters in a way that includes both lower- and higher-income residents. Further outreach is needed for
the most vulnerable persons to ensure they have safe and sound housing, reliable access to necessities,
and a support structure even in severe conditions.
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Strategic Plan
SP-05 Overview
Strategic Plan Overview
Union County’s Consolidated Plan outlines goals and strategies that parallel the County’s 2050
Comprehensive Plan. The 2050 Plan contains community goals, policies, and strategies, that lay the
foundation of principles that will allow for creating a more livable and vibrant community that will offer
new employment opportunities, improved public facilities and services, more housing choices and
ultimately higher quality of life for residents. This alignment of plans will ensure coordination of current
and future municipal efforts and will allow for leveraging resources targeted towards growing Union
County.
The Consolidated Plan outlines goals and strategies that will be pursued over the next five years with
CDBG funds. All CDBG-funded projects, except for program administration and planning activities, must
meet one of three HUD defined National Objectives:
• Benefit to low and moderate income (LMI) persons: Requires recipients to spend at least 70% of
their CDBG funds to meet LMI national objective.
• Aid in the prevention or elimination of slums or blight.
• Meet urgent needs to alleviate emergency conditions.
The goals in this plan represent both high and low priority needs for Union County and will serve as the
basis for the strategic actions the County will implement over the five-year planning period to meet the
needs of the community. High priorities are those identified by the community and municipal partners as
the most important activities as they generally have a larger, more regional impact. These high priority
goals will be supported with CDBG funding to the greatest extent possible. Low priorities are areas where
the County and its partners recognize there are needs, but where current institutional delivery systems
with dedicated resources currently exist to fill these needs. Therefore, due to the limited CDBG funding,
low priority goals will only receive CDBG funds if excess funds are available. As Union County lays the
foundation for the CDBG program, it is anticipated that in future Consolidated Plans assistance may be
available to support all of the goal areas outlined in the Plan.
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SP-10 Geographic Priorities - 91.215 (a)(1)
Geographic Area
1. Area Name: Union County CDBG Program Area
Area Type: County-Wide Low-Mod
Other Target Area Description: Strategy area
HUD Approval Date: 7/1/2016
% of Low/ Mod: 100%
Revital Type: Comprehensive
Other Revital Description: -
Identify the neighborhood
boundaries for this target area. Union County.
Include specific housing and
commercial characteristics of
this target area.
Union County is located on the eastern edge of the Charlotte,
NC MSA. Suburban small-lot single-family housing
predominates in western Union County and its municipalities,
while the eastern half of the County has more large-lot single-
family residences, agricultural users & undeveloped land.
Commercial and industrial development is concentrated
along the US 74 and US 74 Bypass highways, particularly
between the City of Monroe and the Interstate 485 Beltway.
How did your consultation and
citizen participation process
help you to identify this
neighborhood as a target area?
Stakeholders and residents identified needs during
consultations and the citizen participation process.
Identify the needs in this target
area.
New housing construction, infrastructure improvements,
improved public services, residential rehabilitation, and
economic development.
What are the opportunities for
improvement in this target
area?
There are many community resources and social services in
the County, and its location on a major highway allows for
business expansion and residential development.
Are there barriers to
improvement in this target
area?
Homeownership and housing rehabilitation is out of financial
reach for low- and moderate-income households, there is a
lack of high-paying jobs in the community, and the lowest
income households are not keeping pace financially with
rising housing costs.
Table 48 - Geographic Priority Areas
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General Allocation Priorities
Describe the basis for allocating investments geographically within the jurisdiction (or within the
EMSA for HOPWA)
Union County is home to fourteen municipalities and of those, nine municipalities have chosen to
participate in the CDBG program: Waxhaw, Weddington, Stallings, Indian Trail, Mineral Springs and
Wesley Chapel to the west; Fairview in the northern portion of the County; and Wingate and Marshville
in eastern Union County. The municipalities of Hemby Bridge, Lake Park, Marvin, Monroe and Unionville
have chosen to not participate in the CDBG program during FY 2026.
Union County has not established specific target areas to focus the investment of CDBG funds. In terms
of specific geographic distribution of investments, infrastructure improvements and public facilities will
be focused primarily in areas with concentrations of low- and moderate-income populations. CDBG funds
will be used in those areas of the County whose population is over 51% low- and moderate-income. At
least 70% of all the County’s CDBG funds will be used for activities which principally benefit low- and
moderate-income persons.
Several criteria will be considered in making project allocations:
• The severity of the need;
• The availability of other funds to ensure project viability;
• How the project met national CDBG objectives and goals;
• How well the project addressed local needs; and
• How large the impact will be for residents (i.e., the number of beneficiaries.)
At least 70% of the County’s CDBG funds are budgeted to activities that principally benefit low- and
moderate-income persons. The following guidelines for allocating HUD funding will be used for the FY
2026-2030 Five-Year Consolidated Plan:
• Public services activities either serve clientele who are low- and moderate-income or in certain
cases, limited clientele who are presumed to be low- and moderate-income such as the elderly or
disabled.
• Public facilities activities are either located in a low- and moderate-income census tract/block
group or have a low- and moderate-income service area benefit or clientele over 51% low- and
moderate-income.
• Acquisitions and demolition activities are either located in a low- and moderate-income census
area or are activities which are eligible by preventing or eliminating slums and blight on a spot
basis or area basis.
• Housing activities have income eligibility criteria and are considered direct benefit as the
beneficiary must be income eligible. Applicants can be from throughout the County.
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• Economic development projects will be located in a low- and moderate-income block group or a
block group having greater than 20% poverty, be part of a redevelopment plan, or create jobs
where at least 51% are available to low- and moderate-income residents.
According to the 2019-2023 ACS data, Union County had a minority population of 32.0% of its total
population (persons who are non-White and/or Hispanic or Latino). HUD defines a Minority Neighborhood
as, “A neighborhood in which the percentage of persons of a particular racial or ethnic minority is at least
20 points higher than that minority's percentage in the housing market as a whole; the neighborhood's
total percentage of minority persons is at least 20 points higher than the total percentage of minorities
for the housing market area as a whole; or in the case of a metropolitan area, the neighborhood's total
percentage of minority persons exceeds 50 percent of its population.”
According to the 50% definition, there are twenty (20) Block Groups in the County that are considered a
“Minority Neighborhood:”
• Census Tract 203.05, Block Group 1: 50.19% minority
• Census Tract 203.21, Block Group 1: 78.76% minority
• Census Tract 204.01, Block Group 1: 61.60% minority
• Census Tract 204.01, Block Group 2: 52.35% minority
• Census Tract 204.06, Block Group 1: 90.10% minority
• Census Tract 204.06, Block Group 2: 94.04% minority
• Census Tract 204.06, Block Group 4: 90.63% minority
• Census Tract 205.01, Block Group 1: 91.00% minority
• Census Tract 205.01, Block Group 2: 53.69% minority
• Census Tract 205.01, Block Group 3: 56.22% minority
• Census Tract 205.02, Block Group 1: 69.02% minority
• Census Tract 206.01, Block Group 1: 97.44% minority
• Census Tract 206.01, Block Group 2: 52.42% minority
• Census Tract 206.01, Block Group 4: 86.19% minority
• Census Tract 206.02, Block Group 1: 80.87% minority
• Census Tract 206.02, Block Group 3: 63.20% minority
• Census Tract 207.01, Block Group 3: 71.12% minority
• Census Tract 207.02, Block Group 1: 56.64% minority
• Census Tract 208, Block Group 4: 68.97% minority
The County uses the HUD definition of a low-mod area as any area with a population of low- and
moderate-income residents that is equal to or greater than 51% of the entire population of the area.
According to this definition, 32 of the 132 Block Groups within the County are considered low-mod areas:
• Census Tract 202.05, Block Group 2: 54.7% low-mod
• Census Tract 203.07, Block Group 1: 57.5% low-mod
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• Census Tract 203.08, Block Group 4: 52.7% low-mod
• Census Tract 203.12, Block Group 1: 52.6% low-mod
• Census Tract 203.21, Block Group 1: 57.3% low-mod
• Census Tract 204.01, Block Group 2: 53.6% low-mod
• Census Tract 204.03, Block Group 1: 65.2% low-mod
• Census Tract 204.03, Block Group 3: 56.4% low-mod
• Census Tract 204.05, Block Group 1: 71.3% low-mod
• Census Tract 204.06, Block Group 1: 52.8% low-mod
• Census Tract 204.06, Block Group 2: 92.4% low-mod
• Census Tract 204.06, Block Group 3: 57.4% low-mod
• Census Tract 204.06, Block Group 4: 98.1% low-mod
• Census Tract 205.01, Block Group 1: 72.3% low-mod
• Census Tract 205.01, Block Group 2: 65.8% low-mod
• Census Tract 205.02, Block Group 1: 86.0% low-mod
• Census Tract 206.01, Block Group 1: 80.1% low-mod
• Census Tract 206.01, Block Group 4: 75.7% low-mod
• Census Tract 206.02, Block Group 1: 75.1% low-mod
• Census Tract 206.02, Block Group 3: 51.2% low-mod
• Census Tract 207.01, Block Group 1: 72.2% low-mod
• Census Tract 207.01, Block Group 2: 100% low-mod
• Census Tract 207.01, Block Group 3: 61.0% low-mod
• Census Tract 207.02, Block Group 1: 51.5% low-mod
• Census Tract 207.02, Block Group 2: 60.8% low-mod
• Census Tract 208, Block Group 2: 73.3% low-mod
• Census Tract 208, Block Group 3: 65.4% low-mod
• Census Tract 208, Block Group 4: 72.8% low-mod
• Census Tract 208, Block Group 5: 59.4% low-mod
• Census Tract 209.01, Block Group 1: 59.5% low-mod
• Census Tract 209.01, Block Group 2: 70.2% low-mod
• Census Tract 210.15, Block Group 1: 54.5% low-mod
Union County has an overall low-mod percentage of 35.09%.
Below are maps of Union County’s Low/Moderate Income Percentage by Block Group, Low/Moderate
Income with Minority Percentage by Block Group, and Percent of Households with Income Below Poverty
Level by Block Group.
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Low/Moderate Income Percentage by Block Group
217
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
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Low/Moderate Income with Minority Percentage by Block Group
218
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
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Percent of Households with Income Below Poverty Level by Block Group
219
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
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SP-25 Priority Needs - 91.215(a)(2)
Priority Needs
1. Priority Need Name Housing Priority (HS)
Priority Level High
Population
Extremely Low
Low
Moderate
Middle
Large Families
Families with Children
Elderly
Public Housing Residents
Geographic Areas Affected County-wide
Associated Goals
HS-1 Housing Rehabilitation
HS-2 Housing Construction
HS-3 Homeownership
HS-4 Housing Assistance
HS-5 Fair Housing
Description
There is a need to increase the supply of affordable, decent, safe,
and sanitary housing for homebuyers, owners, and renters, and to
protect their housing rights.
Basis for Relative Priority This priority was determined through consultation with residents as
well as public, nonprofit, and private entities.
2. Priority Need Name Homeless Priority (HO)
Priority Level High
Population
Extremely Low
Low
Moderate
Large Families
Families with Children
Elderly
Rural
Chronic Homelessness
Individuals
Families with Children
Mentally Ill
Chronic Substance Abuse
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FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
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Veterans
Persons with HIV/AIDS
Victims of Domestic Violence
Unaccompanied Youth
Geographic Areas Affected County-wide
Associated Goals
HO-1 Housing Opportunities
HO-2 Support and Management Services
HO-3 Homelessness Prevention
HO-4 Permanent Supportive Housing
HO-5 Shelter Housing
Description There is a need for services and housing opportunities for persons
and families who are homeless or at risk of becoming homeless.
Basis for Relative Priority This priority was determined through consultation with residents as
well as public, nonprofit, and private entities.
3. Priority Need Name Other Special Needs Priority (SN)
Priority Level High
Population
Extremely Low
Low
Moderate
Middle
Large Families
Families with Children
Elderly
Public Housing Residents
Frail Elderly
Persons with Mental Disabilities
Persons with Physical Disabilities
Persons with Developmental Disabilities
Persons with Alcohol or Other Addictions
Persons with HIV/AIDS and their Families
Victims of Domestic Violence
Non-housing Community Development
Geographic Areas Affected County-wide
Associated Goals
SN-1 Housing
SN-2 Accessibility
SN-3 Social Services
SN-4 Removal of Architectural Barriers
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Description There is a need to increase housing opportunities, services, and
facilities for persons with special needs.
Basis for Relative Priority This priority was determined through consultation with residents as
well as public, nonprofit, and private entities.
4. Priority Need Name Community Development Priority (CD)
Priority Level High
Population
Extremely Low
Low
Moderate
Middle
Large Families
Families with Children
Elderly
Public Housing Residents
Non-housing Community Development
Geographic Areas Affected County-wide
Associated Goals
CD-1 Community Facilities
CD-2 Infrastructure
CD-3 Public Services
CD-4 Nutritional Services
CD-5 Public Safety
CD-6 Clearance/Demolition
CD-7 Transportation
Description
There is a need to upgrade and improve community facilities,
infrastructure, and public services, in order to revitalize socially and
economically distressed areas of the County and to improve the
quality of life for County residents.
Basis for Relative Priority This priority was determined through consultation with residents as
well as public, nonprofit, and private entities.
5. Priority Need Name Economic Development Priority (ED)
Priority Level Low
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Population
Extremely Low
Low
Moderate
Large Families
Families with Children
Elderly
Non-Housing Community Development
Geographic Areas Affected County-wide
Associated Goals
ED-1 Employment
ED-2 Development
ED-3 Redevelopment
ED-4 Financial Assistance
Description
There is a need to increase employment, workforce development,
self-sufficiency, educational training, and empowerment for
residents of the County.
Basis for Relative Priority This priority was determined through consultation with residents as
well as public, nonprofit, and private entities.
6. Priority Need Name Administration, Planning, and Management Priority (AM)
Priority Level High
Population Non-housing Community Development
Geographic Areas Affected County-wide
Associated Goals AM-1 Overall Coordination
AM-2 Fair Housing
Description
There is a need for planning, administration, management, and
oversight of Federal, State, and local funded programs to address
the housing, community development and economic development
needs.
Basis for Relative Priority
The County needs to ensure Federal funds are being properly spent
to maximize the positive impact of CDBG and any potential
additional HUD grants.
Table 49 - Priority Needs Summary
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FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
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Narrative (Optional)
The priority ranking of needs for housing, homelessness, other special needs, community development,
economic development, and administration are as follows:
• High Priority - Activities are assigned a high priority if the County expects to fund them during the
Five-Year Consolidated Plan period.
• Low Priority - Activities are assigned a low priority if the activity may not be funded by the County
during the Five-Year Consolidated Plan period. The County may support applications for other
funding if those activities are consistent with the needs identified in the Five-Year Consolidated
Plan.
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SP-30 Influence of Market Conditions - 91.215 (b)
Influence of Market Conditions
Affordable Housing
Type
Market Characteristics that will influence
the use of funds available for housing type
Tenant Based Rental
Assistance (TBRA)
Union County has experienced increasing rents and decreasing housing
availability, and this places cost burdens on residents. The County will
consider offering Tenant Based Rental Assistance (TBRA) depending on
need and funding availability.
TBRA for Non-Homeless
Special Needs
Union County’s population is aging and will require accessible housing
that is affordable to persons with low or fixed incomes. The County will
consider offering Tenant Based Rental Assistance (TBRA) depending on
need and funding availability.
New Unit Production There is a limited supply of affordable housing units in Union County.
There is a need to construct additional housing units for rent and for sale.
Rehabilitation
There is a limited supply of affordable housing units in Union County.
Additionally, many of those units are in poor condition. There is a need to
rehabilitate existing housing units for rent and for sale
Acquisition, including
preservation
There is a limited supply of affordable housing units in Union County. There
are vacant dilapidated houses and sites that could be acquired and
rehabilitated to meet the demand for affordable housing. This may include
the use of historic preservation or economic development funding.
Table 50 - Influence of Market Conditions
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SP-35 Anticipated Resources - 91.215(a)(4), 91.220(c)(1,2)
Introduction
Union County anticipates that it will receive $843,937 in CDBG grant funding for the FY 2026 program year between July 1, 2026, and June 30,
2027. However, rapidly evolving Federal funding priorities make it difficult to forecast if Union County will experience an increase or decrease in
year-over-year CDBG funding. To ensure it does not exceed potential Federal funding, the County will anticipate a 5% cut in funds each year during
the FY 2026-2030 Five-Year Consolidated Plan period. The following represents Union County’s anticipated resources for the upcoming five Federal
fiscal years:
• FY 2026: $843,937.00 CDBG Funds
• FY 2027: $801,740.00 CDBG Funds
• FY 2028: $759,543.00 CDBG Funds
• FY 2029: $717,346.00 CDBG Funds
• FY 2030: $675,150.00 CDBG Funds
Total: $3,797,716.00 CDBG Funds
The accomplishments of projects/activities funded during FY 2026 will be reported in the FY 2026 Consolidated Annual Performance and Evaluation
Report (CAPER).
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FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
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Anticipated Resources
Program Source
of Funds Uses of Funds
Expected Amount Available Year 1 Expected Amount
Available Reminder
of Con Plan: $
Narrative
Description Annual
Allocation: $
Program
Income: $
Prior Year
Resources: $ Total: $
CDBG public -
federal
Acquisition
Admin and Planning
Economic Development
Housing
Public Improvements
Public Services
$843,937 $0 $0 $843,937 $2,953,779
Four years of
funding at 5%
reduced level
each year.
Table 51 - Anticipated Resources
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how
matching requirements will be satisfied
While there are no federal match requirements for CDBG funds, Union County highly recommends that organizations provide matching funds if
possible. Match fund sources include contributions derived from other eligible federal and nonfederal sources and the value of third-party in-kind
contributions, (i.e., volunteers, personnel, office space, materials, equipment, and supplies). Matching funds are not required, but applications
will receive favorable scoring based on leveraging funds.
The following are some of the available funding resources available to leverage and supplement CDBG funding which can address needs identified
in the Consolidated Plan:
• The Community Shelter of Union County receives Emergency Solutions Grant (ESG) funding through the NC-503 North Carolina Balance of
State Continuum of Care (BOSCoC). The CoC may also distribute funding through the HUD Housing Opportunities for Persons with AIDS
(HOPWA) program, though the County does not anticipate any HOPWA-funded projects during the upcoming Five Year period.
• Turning Point, Inc. receives a grant from within the Administration for Children and Families, a division of the U.S. Department of Health
and Human Services. It also receives state, local, and nonprofit funding, including regular financial support from the Union County
government.
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• The Monroe Housing Authority administers Section 8 Housing Choice Vouchers and is allocated Project-Based Vouchers for use at its
nonprofit affiliate Community Advancement & Redevelopment Enterprise, which operates the former MHA public housing units for low-
and moderate-income households.
• Union County receives various sources of funding for land banking, stream restoration, and conservation from programs such as the NC
Land and Water Fund, the North Carolina Parks and Recreation Trust Fund, the NC Agricultural Development and Farmland Preservation
Trust Fund, the USDA Agricultural Conservation Easement Program, the Land and Water Conservation Fund, and the Regional Conservation
Partnership Program.
• The County will continue to support and encourage new economic development through local, state, and Federal tax incentives and
programs such as Tax Incremental Financing (TIF), Local Economic Revitalization Tax Assistance (LERTA), Enterprise Zones/Entitlement
Communities, Section 108 Loan Guarantees, Economic Development Initiative (EDI) funds, Opportunity Zones, Congressionally Directed
Spending, etc.
• Private developers in the County often contribute cash or in-kind improvements to housing and industrial projects that are partially funded
by the Union County CDBG entitlement.
• As appropriate, the County and its subrecipients may access other forms of matching funds including private donations, foundational
grants, and specialized government programs.
If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs
identified in the plan
Not Applicable.
Discussion
With limited resources available to address the needs identified in the Five-Year Consolidated Plan, the County works cooperatively with private,
public, and non-profit partners to address the identified needs.
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SP-40 Institutional Delivery Structure - 91.215(k)
Explain the institutional structure through which the jurisdiction will carry out its consolidated
plan including private industry, non-profit organizations, and public institutions.
Responsible Entity Responsible Entity Type Role Geographic Area
Served
Union County Government agency
Affordable housing –
ownership
Affordable housing – rental
Non-homeless special needs
Community development:
public facilities
Community development:
neighborhood
improvements
Community development:
public services
Community development:
economic development
Planning
Jurisdiction
Monroe Housing
Authority PHA Public housing Jurisdiction
Community Shelter
of Union County
Regional organization
Nonprofit organization
Subrecipient
Homelessness
Non-homeless special needs
Planning
Jurisdiction
Table 52 - Institutional Delivery Structure
Assessment of Strengths and Gaps in the Institutional Delivery System
Union County features suburban developments, small towns, and rural areas. The majority of the human
services support system is based either in the City of Monroe or in neighboring counties. Area human
service organizations regularly communicate their strengths and needs with each other through Thrive!
Union, and some operate within HMIS. This formal and informal collaboration helps organizations as well
as client service delivery.
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Availability of services targeted to homeless persons and persons with HIV and mainstream
services
Homelessness Prevention
Services
Available in the
Community
Targeted to
Homeless
Targeted to People
with HIV
Homelessness Prevention Services
Counseling/Advocacy X
Legal Assistance X
Mortgage Assistance X
Rental Assistance X X X
Utilities Assistance X X
Street Outreach Services
Law Enforcement X
Mobile Clinics
Other Street Outreach Services X
Supportive Services
Alcohol & Drug Abuse X
Child Care X
Education X
Employment and Employment
Training X X
Healthcare X
HIV/AIDS X X X
Life Skills X
Mental Health Counseling X
Transportation X
Other
Other
Table 53 - Homeless Prevention Services Summary
Describe how the service delivery system including, but not limited to, the services listed above
meet the needs of homeless persons (particularly chronically homeless individuals and
families, families with children, veterans and their families, and unaccompanied youth)
Homeless services in Union County can be accessed through the Community Shelter of Union County’s
coordinated entry. The Community Shelter is the front door for all services related to homelessness and
Turning Point is the front door for all services related to domestic violence. Both agencies provide
emergency services including shelter stays for those in need. The Community Shelter operates several
housing programs that are available to anyone in Union County experiencing homelessness. The
Community Shelter housing services are Rapid Rehousing models which include housing search services
in addition to financial assistance for moving costs and short-term or long-term rental assistance, utility
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FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
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deposit assistance, and case management services for twelve months post-housing. Each household
assisted develops an individualized plan to address their needs in partnership with their housing case
manager.
Vulnerable populations such as the chronically homeless, families with children, unaccompanied youth,
and persons with HIV/AIDS receive case management for health care, mental wellness, housing
assistance, and job training. As it is easier to stay out of homelessness than to exit homelessness once
entered, social service providers also provide case management to at-risk individuals and families.
Describe the strengths and gaps of the service delivery system for special needs population and
persons experiencing homelessness, including, but not limited to, the services listed above
According to the NC-503 Point-in-Time count conducted on the night of January 29, 2025, 177 persons
were experiencing homelessness in Union County. While most homeless persons in the Charlotte MSA
reside in Mecklenburg County or the City of Charlotte proper, Union County does have a significant
unhoused population. This consists of both transient homeless persons along the US 74 corridor (often
migrant workers seeking seasonal work) and long-term residents who have insufficient housing. For
transient unhoused persons in particular, it is difficult to determine accurate numbers for how many
people experience homelessness, how long a person has been homeless, and how many days they
experience homelessness in a year. Based on the Point in Time (PIT) Survey, the Housing Inventory Count
(HIC), and interviews with stakeholders, there is a need for additional year-round shelter space
throughout the County. especially for subgroups like women, families with children, persons with mental
and physical health concerns, and the chronically homeless.
The following goals and objectives for Union County’s Homeless Priority have been identified for the five-
year period of FY 2026 through FY 2030.
• HO-1 Housing Opportunities - Increase housing opportunities and living conditions for persons
and families who are homeless or who are at risk of becoming homeless.
• HO-2 Support and Management Services - Promote and assist supportive and management
services for public and non-profit agencies and organizations which assist persons who are
homeless or who are at risk of becoming homeless.
• HO-3 Homelessness Prevention - Promote and assist in anti-eviction activities and work to resolve
unfair housing practices which may contribute to homelessness.
• HO-4 Permanent Supportive Housing - Promote and assist in the development of new permanent
supportive housing opportunities for persons and families who are experiencing homelessness
and who are exiting shelters and transitional housing programs.
• HO-5 Shelter Housing - Support and assist in the development of shelters and supportive training
and educational programs for sheltered residents.
Based on the 2019-2023 ACS data, a total of 22,541 Union County civilian noninstitutionalized residents
(9.2% of the population) have at least one disability and 31,636 residents (13.0%) are age 65 and over. Of
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the elderly population, 9,525 residents (3.9% of the County’s total) are “frail elderly” who have at least
one disability. It is expected that these populations will increase during the FY 2026-2030 Five-Year
Consolidated Plan period. There will be a need to increase housing opportunities, services, and facilities
for persons with special needs.
The following goals and objectives for Union County’s Other Special Needs Priority have been identified
for the five-year period of FY 2026 through FY 2030.
• SN-1 Housing - Increase the number of decent, safe, sound, sanitary, accessible and affordable
units that are available and accessible to all sectors of the special needs populations.
• SN-2 Accessibility - Promote and assist in making accessibility improvements to existing housing
units, including making reasonable accommodations for the physically disabled so they can
continue to remain in their homes.
• SN-3 Social Services - Promote and support social service programs and facilities that address
populations with special needs, including but not limited to the elderly, persons with disabilities,
veterans, and victims of domestic violence.
• SN-4 Removal of Architectural Barriers - Remove architectural barriers which restrict the mobility
and access to public facilities and services for persons with physical disabilities.
Provide a summary of the strategy for overcoming gaps in the institutional structure and
service delivery system for carrying out a strategy to address priority needs
There is an ever-increasing demand for services due to factors such as lack of employment opportunities,
increasing cost of housing, persistent mental health and substance abuse challenges, and reductions in
funding. Union County supports its homeless and at-risk population by working with its existing provider
network. To strengthen this network, the County continues to participate in regional planning groups and
forums such as Thrive! Union to foster collaboration with government agencies, nonprofit organizations,
and other private and public service providers. This helps the County and its partners identify common
goals and strategies to avoid overlaps in services and programs and identify potential for leveraging
resources to close the needs gap.
The County’s strategy for developing institutional structure includes the following:
• HO-2 Support and Management Services - Promote and assist supportive and management
services for public and non-profit agencies and organizations which assist persons who are
homeless or who are at risk of becoming homeless.
• SN-3 Social Services - Promote and support social service programs and facilities that address
populations with special needs, including but not limited to the elderly, persons with disabilities,
veterans, and victims of domestic violence.
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• CD-3 Public Services - Improve and enhance public services and programs for youth, the elderly,
persons with disabilities, and general social/welfare public service programs for low- and
moderate-income County residents.
• AM-1 Overall Coordination - Provide program management and oversight for the successful
administration of Federal, State, and locally funded programs, including planning services for
special studies, annual action plans, five-year consolidated plans, substantial amendments,
consolidated annual performance and evaluation reports (CAPER), environmental reviews and
clearances, fair housing, and compliance with all Federal, State, and local laws and regulations.
The strategy is based on information derived from the gaps/priorities identified initially through the work
of the North Carolina Coalition to End Homelessness and refined through discussions with public and
private stakeholders.
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SP-45 Goals Summary - 91.215(a)(4)
Goals Summary Information
Sort
Order Goal Name Start
Year
End
Year Category Geographic
Area
Needs
Addressed Funding Goal Outcome Indicator
1. HS-1 Housing
Rehabilitation 2026 2030 Affordable
Housing
County-
wide
Housing
Priority
CDBG:
$1,519,088.00
Rental units rehabilitated:
0 Housing Units
Homeowner housing
rehabilitated:
50 Housing Units
2. HS-2 Housing
Construction 2026 2030 Affordable
Housing
County-
wide
Housing
Priority CDBG: $0.00
Rental units constructed:
0 Housing Units
Homeowner housing
added: 0 Housing Units
Public Facility or
Infrastructure activities
for Low-/Moderate-
Income Housing benefit:
0 Households Assisted
3. HS-3 Homeownership 2026 2030 Affordable
Housing
County-
wide
Housing
Priority CDBG: $0.00
Direct financial assistance
to homebuyers:
0 Homebuyers assisted
4. HS-4 Housing Assistance 2026 2030 Affordable
Housing
County-
wide
Housing
Priority CDBG: $0.00
Tenant-based rental
assistance/Rapid
rehousing:
0 Households assisted
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Sort
Order Goal Name Start
Year
End
Year Category Geographic
Area
Needs
Addressed Funding Goal Outcome Indicator
5. HS-5 Fair Housing 2026 2030 Affordable
Housing
County-
wide
Housing
Priority CDBG: $0.00
Public service activities for
low-/moderate-income
housing benefit:
0 Households assisted
6. HO-1 Housing
Opportunities 2026 2030 Homeless County-
wide
Homeless
Priority CDBG: $0.00
Homeless person
overnight shelter:
0 Persons assisted
7. HO-2 Support and
Management Services 2026 2030 Homeless County-
wide
Homeless
Priority CDBG: $0.00
Public service activities for
Low/Moderate Income
Housing Benefit:
0 Households Assisted
8. HO-3 Homeless
Prevention 2026 2030 Homeless County-
wide
Homeless
Priority CDBG: $0.00 Homelessness prevention:
0 Persons assisted
9. HO-4 Permanent
Supportive Housing 2026 2030 Homeless County-
wide
Homeless
Priority CDBG: $0.00
Housing for homeless
added:
0 Household housing units
10. HO-5 Shelter Housing 2026 2030 Homeless County-
wide
Homeless
Priority CDBG: $0.00
Overnight/Emergency
shelter/Transitional
housing beds added:
0 Beds
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Sort
Order Goal Name Start
Year
End
Year Category Geographic
Area
Needs
Addressed Funding Goal Outcome Indicator
11. SN-1 Housing 2026 2030 Non-Homeless
Special Needs
County-
wide
Other Special
Needs Priority CDBG: $0.00
HIV/AIDS housing
operations:
0 Household housing units
Housing for people with
HIV/AIDS added:
0 Household housing units
12. SN-2 Accessibility 2026 2030 Non-Homeless
Special Needs
County-
wide
Other Special
Needs Priority CDBG: $0.00
Rental units rehabilitated:
0 Housing units
Homeowner housing
rehabilitated:
0 Housing units
13. SN-3 Social Services 2026 2030 Non-Homeless
Special Needs
County-
wide
Other Special
Needs Priority
CDBG:
$191,655.00
Public service activities
other than low-
/moderate-income
housing benefit:
200 Persons Assisted
14. SN-4 Removal of
Architectural Barriers 2026 2030 Non-Homeless
Special Needs
County-
wide
Other Special
Needs Priority CDBG: $0.00
Public facility or
infrastructure activities
other than low-
/moderate-income
housing benefit:
0 Persons assisted
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Sort
Order Goal Name Start
Year
End
Year Category Geographic
Area
Needs
Addressed Funding Goal Outcome Indicator
15. CD-1 Community
Facilities 2026 2030
Non-Housing
Community
Development
County-
wide
Community
Development
Priority
CDBG:
$1,519,092.00
Public facility or
infrastructure activities
other than low-
/moderate-income
housing benefit:
15,625 Persons assisted
16. CD-2 Infrastructure 2026 2030
Non-Housing
Community
Development
County-
wide
Community
Development
Priority
CDBG: $0.00
Public facility or
infrastructure activities
other than low-
/moderate-income
housing benefit:
0 Persons assisted
17. CD-3 Public Services 2026 2030
Non-Housing
Community
Development
County-
wide
Community
Development
Priority
CDBG:
$112,500.00
Public Service Activities
other than Low/Moderate
Income Housing Benefit:
175 Persons Assisted
18. CD-4 Nutritional Services 2026 2030
Non-Housing
Community
Development
County-
wide
Community
Development
Priority
CDBG:
$265,500.00
Public Service Activities
other than low-/moderate
income housing benefit:
6,400 Persons Assisted
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Sort
Order Goal Name Start
Year
End
Year Category Geographic
Area
Needs
Addressed Funding Goal Outcome Indicator
19. CD-5 Public Safety 2026 2030
Non-Housing
Community
Development
County-
wide
Community
Development
Priority
CDBG: $0.00
Public facility or
infrastructure activities
other than low-
/moderate-income
housing benefit:
0 Persons assisted
Public Service Activities
other than Low/Moderate
Income Housing Benefit:
0 Persons Assisted
20. CD-6
Clearance/Demolition 2026 2030
Non-Housing
Community
Development
County-
wide
Community
Development
Priority
CDBG: $0.00 Buildings demolished:
0 Buildings
21. CD-7 Transportation 2026 2030
Non-Housing
Community
Development
County-
wide
Community
Development
Priority
CDBG: $0.00
Public facility or
infrastructure activities
other than low-
/moderate-income
housing benefit:
0 Persons assisted
Public Service Activities
other than Low/Moderate
Income Housing Benefit:
0 Persons Assisted
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Sort
Order Goal Name Start
Year
End
Year Category Geographic
Area
Needs
Addressed Funding Goal Outcome Indicator
22. ED-1 Employment 2026 2030
Non-Housing
Community
Development
County-
wide
Economic
Development
Priority
CDBG: $0.00
Public service activities
other than low-
/moderate-income
housing benefit:
0 Persons assisted
Jobs created/retained:
0 Jobs
23. ED-2 Development 2026 2030
Non-Housing
Community
Development
County-
wide
Economic
Development
Priority
CDBG: $0.00 Businesses assisted:
0 Businesses assisted
24. ED-3 Redevelopment 2026 2030
Non-Housing
Community
Development
County-
wide
Economic
Development
Priority
CDBG: $0.00
Public facility or
infrastructure activities
other than low-
/moderate-income
housing benefit:
0 Persons assisted
Façade
treatment/business-
building rehabilitation:
0 Business
Brownfield acres
remediated:
0 Acres
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Sort
Order Goal Name Start
Year
End
Year Category Geographic
Area
Needs
Addressed Funding Goal Outcome Indicator
25. ED-4 Financial Assistance 2026 2030
Non-Housing
Community
Development
County-
wide
Economic
Development
Priority
CDBG: $0.00 Businesses assisted:
0 Businesses assisted
26. AM-1 Overall
Coordination 2026 2030 General
Administration
County-
wide
Administration,
Planning, and
Management
Priority
CDBG:
$717,346.00 Other: 5 other
27. AM-2 Fair Housing 2026 2030 General
Administration
County-
wide
Administration,
Planning, and
Management
Priority
CDBG: $0.00 Other 0 other
Table 54 - Goals Summary
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Goal Descriptions
1.
Goal Name HS-1 Housing Rehabilitation
Goal Description Conserve and rehabilitate owner- and renter-occupied affordable housing units across the County by addressing code
violations, necessary repairs, energy conservation, utility improvements, and accessibility for persons with disabilities.
2.
Goal Name HS-2 Housing Construction
Goal Description
Increase the supply of decent, safe and sanitary accessible housing that is affordable to low- and moderate-income
homebuyers and renters in the County by providing funds for acquisition, development fees, infrastructure
improvements, construction, rehabilitation, and redevelopment of vacant land and buildings.
3.
Goal Name HS-3 Homeownership
Goal Description Assist low- and moderate-income homebuyers in purchasing homes through down payment & closing cost assistance
and housing counseling.
4.
Goal Name HS-4 Housing Assistance
Goal Description Provide funds for utility payments, deposits, and rental fees for low-income households who are faced with the threat
of eviction or who may be at risk of becoming homeless.
5.
Goal Name HS-5 Fair Housing
Goal Description Continue to cooperate with housing agencies and organizations to ensure that Union County residents are aware of
their legal rights and available fair housing resources.
6.
Goal Name HO-1 Housing Opportunities
Goal Description Improve housing opportunities and living conditions for persons and families who are homeless or who are at risk of
becoming homeless.
7.
Goal Name HO-2 Support and Management Services
Goal Description Promote and assist supportive and management services for public and non-profit agencies and organizations which
assist persons who are homeless or who are at risk of becoming homeless.
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8.
Goal Name HO-3 Homeless Prevention
Goal Description Promote and assist in anti-eviction activities and work to resolve unfair housing practices which may contribute to
homelessness.
9.
Goal Name HO-4 Permanent Supportive Housing
Goal Description Promote and assist in the development of new permanent supportive housing opportunities for persons and families
who are experiencing homelessness and who are exiting shelters and transitional housing programs.
10.
Goal Name HO-5 Shelter Housing
Goal Description Support and assist in the development of shelters and supportive training and educational programs for sheltered
residents.
11.
Goal Name SN-1 Housing
Goal Description Increase the number of decent, safe, sound, sanitary, accessible and affordable units that are available and accessible
to all sectors of the special needs populations.
12.
Goal Name SN-2 Accessibility
Goal Description Promote and assist in making accessibility improvements to existing housing units, including making reasonable
accommodations for the physically disabled so they can continue to remain in their homes.
13.
Goal Name SN-3 Social Services
Goal Description Promote and support social service programs and facilities that address populations with special needs, including but
not limited to the elderly, persons with disabilities, veterans, and victims of domestic violence.
14.
Goal Name SN-4 Removal of Architectural Barriers
Goal Description Remove architectural barriers which restrict the mobility and access to public facilities and services for persons with
physical disabilities.
15. Goal Name CD-1 Community Facilities
Goal Description Improve parks and trails, recreational and community facilities, and public buildings throughout the County.
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16.
Goal Name CD-2 Infrastructure
Goal Description Rehabilitate, reconstruct, and/or construct new public infrastructure such as roadways, sidewalks, bridges, curbs,
walkways, water and sanitary sewer lines, storm water drainage, and related improvements.
17.
Goal Name CD-3 Public Services
Goal Description Improve and enhance public services and programs for youth, the elderly, persons with disabilities, and general
social/welfare public service programs for low- and moderate-income County residents.
18.
Goal Name CD-4 Nutritional Services
Goal Description Promote and support food and nutrition programs to address the needs of the elderly and persons with disabilities, the
unemployed, underemployed, and homeless.
19.
Goal Name CD-5 Public Safety
Goal Description Improve and enhance public safety and emergency response through facility improvement and new construction,
purchase of new equipment, crime prevention, community policing, and other related activities.
20.
Goal Name CD-6 Clearance/Demolition
Goal Description Remove and eliminate slum and blighting conditions through demolition of vacant, abandoned, and dilapidated
structures.
21.
Goal Name CD-7 Transportation
Goal Description
Support the expansion of public transportation and improvements to pedestrian, bicycle, and vehicular transportation
routes to assist low- and moderate-income residents, the elderly, persons with disabilities, and persons with other
special needs in accessing medical services, employment, childcare, training, and other essential needs and services.
22.
Goal Name ED-1 Employment
Goal Description Support and encourage job creation, job retention, and job training opportunities in partnership with nonprofits and
educational institutions.
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23.
Goal Name ED-2 Development
Goal Description Support business and commercial growth through expansion and new development including entrepreneurship and
small business development in partnership with economic development organizations.
24. Goal Name ED-3 Redevelopment
Goal Description Plan and promote the development, redevelopment, and revitalization of vacant commercial and industrial sites.
25.
Goal Name ED-4 Financial Assistance
Goal Description
Support and encourage new economic development through local, state, and Federal tax incentives and programs such
as Tax Incremental Financing (TIF), Local Economic Revitalization Tax Assistance (LERTA), Enterprise Zones/Entitlement
Communities, Section 108 Loan Guarantees, Economic Development Initiative (EDI) funds, Opportunity Zones,
Congressionally Directed Spending, etc.
26.
Goal Name AM-1 Overall Coordination
Goal Description
Provide program management and oversight for the successful administration of Federal, State, and locally funded
programs, including planning services for special studies, annual action plans, five-year consolidated plans, substantial
amendments, consolidated annual performance and evaluation reports (CAPER), environmental reviews and
clearances, fair housing, and compliance with all Federal, State, and local laws and regulations.
27.
Goal Name AM-2 Fair Housing
Goal Description Support the local Fair Housing Agencies and assist in the enforcement of Fair Housing Choice violations, undertake
studies and other actions to demonstrate the County’s commitment to Affirmatively Further Fair Housing (AFFH).
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Estimate the number of extremely low-income, low-income, and moderate-income families to whom the jurisdiction will provide
affordable housing as defined by HOME 91.315(b)(2)
The County estimates it will provide the following affordable housing assistance throughout the next five years:
• Homeowner housing rehabilitated: 50 housing units
• Renter housing rehabilitated: 0 housing units
• Direct Financial Assistance to Homebuyers: 0 homebuyers assisted
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SP-50 Public Housing Accessibility and Involvement - 91.215(c)
Need to Increase the Number of Accessible Units (if Required by a Section 504 Voluntary
Compliance Agreement)
Of the 205 CARE Project-Based Voucher units, 45 are dedicated to elderly and/or disabled residents. The
MHA has a Section 504 Plan which is reviewed annually and updated as needed.
The Monroe Housing Authority generally houses applicants with disabilities in a reasonable time with
units that are appropriate for the accessibility need of the household. Unit size and amenities are arranged
when the applicant reaches the top of the waiting list. It does use additional preference points for elderly
and disabled applicants when placing them on the waiting list. For disabled persons under age 62 seeking
to use a Mainstream voucher to obtain private housing, preference is given in the following categories:
a. Transitioning out of institutional and other segregated settings
b. At serious risk of institutionalization
c. Currently experiencing homelessness
d. Previously experienced homelessness and currently a client in a permanent supportive housing
or rapid rehousing facility
e. At risk of homelessness
According to the Housing Authority’s Agency Plan, the housing authority is able to house applicants with
disabilities in a reasonable time and has experienced no problems with finding units that fit the
accessibility needs of the disabled. Applicants are asked if any member of the household requires a
reasonable accommodation in order to access MHA programs or CARE facilities. If accommodations are
required, MHA will work with the client to meet their needs. The housing authority is not fully aware of
the client’s specific needs until housing is available, at which point the household in need will coordinate
with MHA/CARE staff to determine what reasonable accommodations can be made.
Activities to Increase Resident Involvement
Monroe Housing Authority maintains a voluntary Family Self-Sufficiency (FSS) program that is available to
households receiving a subsidy through MHA’s HCV, PBV, and RAD-PBV programs. MHA households in
compliance with MHA, CARE, and FSS regulations are eligible for FSS participation. The FSS program seeks
to help families make progress toward economic security by supporting the family’s efforts to increase
their earned income, build financial capability, and achieve their financial goals. The following is a list of
the supportive service needs of the families expected to enroll in the MHA FSS program:
• Training in basic skills and executive function (including household management)
• Employment training, including sectoral training and contextualized and/or accelerated basic
skills instruction
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FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
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• Job placement assistance
• GED preparation
• Higher education guidance and support
• English as a Second Language
• Assistance with accessing and paying for child care
• Transportation assistance
• Financial coaching, including assistance with budgeting, banking, credit, debt, and savings
• Access to counseling or treatment for substance abuse and mental health
• Dental care, health care, and mental health care including substance abuse treatment and
counseling
• Homeownership readiness
Upon enrollment in the Family Self-Sufficiency program, the FSS Coach will meet with the family to
conduct an FSS needs assessment. This assessment will inform the development of the Individual Training
and Services Plan (ISTP) and determine supportive services needed and/or barriers to overcome for the
FSS family to achieve the goals outlined in the ISTPs to successfully complete the program. FSS Coaches
may also utilize various financial assessments to assist participants to develop individual financial goals
and determine what types of financial education and coaching are needed. Ongoing needs and financial
assessments may be administered by the FSS Coach through regular participant outreach and engagement
activities to inform any changes that need to be made to the ISP.
The Monroe Housing Authority’s FSS Coaches will provide referrals to the following services as needed to
help FSS participants achieve their goals:
• Assessment for educational and disability needs
• After-school child care (with Rising Star Daycare)
• Assistance with car repairs and purchase
• High School equivalency/GED (with Union County Public Schools)
• Child and Adult Protective Services
• Household management training
• Homeownership preparation
• Financial empowerment
• Individual Development Accounts
• Legal services
• Debt resolution and credit repair
According to the Housing Authority’s Agency Plan, the housing authority is able to house applicants with
disabilities in a reasonable time and has experienced no problems with finding units that fit the
accessibility needs of the disabled. Applicants are asked if any member of the household requires
reasonable accommodation in order to access MHA programs or CARE facilities. If accommodation is
required, MHA will work with the client to meet their needs. The housing authority is not fully aware of
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the client’s specific needs until housing is available, at which point the household in need will coordinate
with MHA/CARE staff to determine what reasonable accommodation can be provided..
All four of the CARE communities have resident councils which meet monthly. MHA also offers periodic
community activities at its CARE locations. Past activities have included free CPR courses, Back To School
supply giveaways, and help with preparing family emergency plans for natural disasters such as
hurricanes.
Is the public housing agency designated as troubled under 24 CFR part 902?
No
Plan to remove the ‘troubled’ designation
The Monroe Housing Authority is a “High Performer” and not a “troubled” Housing Authority. Not
Applicable.
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SP-55 Barriers to affordable housing - 91.215(h)
Barriers to Affordable Housing
The population of Union County has exploded after decades of relative sleepiness with little to no growth.
Between the 1970 and 2020 U.S. Censuses, the County’s population grew from 54,717 persons to 238,267
persons. Union County’s proximity to the Charlotte, NC Metropolitan Area has led to its massive growth.
The County’s population has grown 433% since 1960 after decades of little to no growth, for a yearly
growth rate of 7.2%. The majority of this growth occurred between 1990 and 2020. The growth of Union
County area is largely due to its role as a bedroom community for the Charlotte-Concord-Gastonia, NC-SC
Metropolitan Statistical Area overlaid with its historic farming and forestry industries.
This demand has vastly increased the pressure on the County’s housing market, and even with the housing
boom there is a large disparity between the cost of owner-occupied housing and the financial resources
of low- and moderate-income households. To ease these housing pressures and disparities the County
will encourage and support a well-planned, diverse housing environment offering a mix of housing to all
income groups and offering a safe and pleasant living environment. Neighborhoods will be strengthened
through nurturing community spirit to create a sense of pride. The Union County 2050 Comprehensive
Plan outlines strategies that will help to garner public policy support and guide investment in affordable
housing developments. Union County will also collaborate with its municipal partners to guide and
regulate housing development, and to support the efforts of local non-profit housing providers who create
and renovate affordable housing.
While the Plan addresses multiple areas, its primary areas of concern are traffic congestion, development
density, rural character, agribusiness, flooding, safe drinking water, and broadband access. These all have
either a direct or indirect impact on Union County’s available affordable housing supply, from ensuring
that affordable housing is sufficient and located in convenient areas without being overly concentrated,
to making sure that in-person and remote jobs are available to residents.
Strategy to Remove or Ameliorate the Barriers to Affordable Housing
Union County takes seriously its responsibility to not only facilitate affordable housing and residential
investment, but also to ensure its ordinances and policies do not interfere in residents’ ability to obtain
affordable housing. The County’s Budget & Grants Management and Building Code Enforcement
departments periodically review County Ordinances and policies to ensure that they remain in compliance
with Federal and State law, and that they do not present barriers to affordable housing.
In terms of publicly funded programs, the County will continue to promote, finance, and expand their
Home Repair Program. The County will promote housing and utility assistance programs offered by
nonprofit entities and may choose to support those programs with CDBG or other funding. It will also
work with nonprofits to provide new or renovated housing to low-income families. The Monroe Housing
Authority will continue to provide low-income eligible households with Section 8 vouchers to use at the
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property of their choice, and CARE will continue to maintain and operate their four Project-Based Voucher
properties to provide high-quality housing for low-income County residents. Finally, the County’s Planning
& Development Department will continue to identify properties for rehabilitation, renovation, or
demolition and new construction.
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SP-60 Homelessness Strategy - 91.215(d)
Reaching out to homeless persons (especially unsheltered persons) and assessing their
individual needs
The Piedmont Region of the NC BOSCoC (Balance of State Continuum of Care) has an intake assessment
process that identifies the additional services an individual or family may need and has created a
streamlined referral process. The Piedmont Region covers five counties; in four of the counties, the
emergency shelters act as the designated coordinated assessment sites in the County. These facilities are
natural places for persons to seek help in the region. The assessment sites include Union County
Community Shelter, Stanly County Community Inn, Crisis Ministry of Davidson County and Rowan Helping
Ministries. Agencies in the region are committed to conducting the Emergency Response Screening in
person for each individual or family that presents for shelter at any time.
Financial Assistance
Union County Community Support and Outreach is the local administrator of the North Carolina Work
First program, which helps resident children and families in temporary financial crisis achieve self-
sufficiency through financial assistance, employment and supportive services. The program uses a
strength-based, family-centered approach. The program goals are job readiness and employment; child
well-being; economic self-sufficiency; and improved physical and mental health for families. To apply for
Work First, families must provide documentation of identity, address or living arrangement, age, kinship,
citizenship or legal alien status, Social Security number, income, and financial assets or resources.
Mental Health Services
Partners Health Management is a public local management entity/managed care organization (MCO)
whose mission is to be a Member Care Organization. The organization offers health plans for Tailored Plan
members, state-funded recipients, and NC Medicaid Direct beneficiaries in 15 North Carolina counties:
Burke, Cabarrus, Catawba, Cleveland, Davidson, Davie, Forsyth, Gaston, Iredell, Lincoln, Rutherford,
Stanly, Surry, Union and Yadkin. It prioritizes integrated-whole person care for our members and families,
with a focus on mental health, substance use disorders, intellectual/developmental disabilities and
traumatic brain injuries. Depending on client health plan, it covers services for behavioral health, I/DD,
physical health and pharmacy.
Veterans Affairs
W.G. Hefner VA Medical Center in Salisbury, NC is the local veteran services provider with seventy-three
(73) Permanent Supportive Housing beds for veterans. The SSVF program provides rapid rehousing and
prevention services for veterans and their families. Rowan Helping Ministries in Salisbury maintains
fourteen (14) beds for veterans, but Salisbury is over fifty miles from Monroe and there are no beds
specifically set aside for veterans at the Union County Community Shelter. The Region 5 system utilizes
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the VA's hotline for veterans in need of assistance with housing, health care and mental health services.
Veterans in need of assistance can either contact the State Veteran Service Center at 7508 E.
Independence Blvd, Suite 119, Charlotte NC 28227, or the Union County Veterans Services Office in the
County Government Building. The US Veterans Administration has designated Volunteers of America of
the Carolinas, Inc. as the SSVF administrator for North Carolina.
Prevention Services
Households are able to access prevention services through linkages from service providers in the
community. Veterans access SSVF by contacting the SSVF grantees in the BOSCoC. Volunteers of America
of the Carolinas, Inc. is the administrator for SSVF in the Piedmont Region.
Legal/Judicial System
The Union County Community Shelter (UCCS) has developed relationships with local law enforcement in
the community. UCCS staff educates law enforcement on what services are available and how to make
referrals for citizens that may show signs of being at risk.
Addressing the emergency and transitional housing needs of homeless persons
Union County does not receive Emergency Solutions Grant (ESG) funding, nor does it carry out shelter
activities on its own accord. Local non-profit organizations, such as the Community Shelter of Union
County and Turning Point, Inc., meet the emergency housing needs of homeless persons within the
County. Neither the Community Shelter nor Turning Point currently operate transitional housing within
their homeless services spectrum, and persons in need of transitional housing are directed by BOSCoC
Piedmont Region staff to service providers outside of Union County.
Helping homeless persons (especially chronically homeless individuals and families, families
with children, veterans and their families, and unaccompanied youth) make the transition to
permanent housing and independent living, including shortening the period of time that
individuals and families experience homelessness, facilitating access for homeless individuals
and families to affordable housing units, and preventing individuals and families who were
recently homeless from becoming homeless again.
Homeless needs are addressed in the community through the Union County Community Shelter and its
partner organizations including Turning Point, Inc., Common Heart, and Union County Crisis Assistance
Ministries. Union County also has representation in the Piedmont Region of the Balance of State
Continuum of Care. The entry point for the homeless service provider system in Union County is through
the Community Shelter of Union County. The long-term goal for new UCCS clients is for the client to return
to independent living. This is accomplished through services including emergency shelter, food, rehousing,
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economic mobility, and post-housing services. Each client is assigned a case manager who works with the
client to develop an individualized plan to obtain and maintain permanent housing.
Holistic case management is key to provision of services to address the needs of an individual or
household. The ability to link a client to health and human service agencies, work toward increasing their
income as well as improving financial skills is invaluable. Thrive! Union has identified the need to assist
the chronic homeless in becoming self-sufficient by providing much needed resources. Using services such
as Turning Point's Homeless Outreach Program to go to locations where the homeless congregate to
provide information on available resources has been found to be a start in moving persons out of chronic
homelessness.
Union County does not have a permanent day resource center for persons experiencing homelessness or
unstable housing. A day shelter or resource center would provide unhoused persons with a single facility
where they can obtain healthcare, job assistance, laundry and hygiene facilities, and a place to stay warm
or cool during extreme weather. While it does not intend to operate this type of facility on its own account,
the County would like to investigate such a resource with its nonprofit and governmental partners.
Help low-income individuals and families avoid becoming homeless, especially extremely low-
income individuals and families who are likely to become homeless after being discharged from
a publicly funded institution or system of care, or who are receiving assistance from public and
private agencies that address housing, health, social services, employment, education or youth
needs
Union County partners with local area nonprofits to help low-income individuals and families avoid
homelessness. Subject to funding availability, Union County Crisis Assistance Ministries provides rent,
mortgage, and/or utility assistance to low-income individuals and families to prevent homelessness. Other
nonprofits, such as the ARC of Union County and the Council on Aging, work with their specialized
populations to help prevent homelessness.
Partners Health Management is the Balance of State CoC Region 5 (Piedmont) area care manager of
Medicaid and state-funded services for mental health treatment, intellectual and developmental
disabilities, substance use disorders, and traumatic brain injuries in Union County and fourteen other
central North Carolina counties. It does not directly provide treatment but ensures that providers meet
strict quality standards, protect patient rights, and deliver medically necessary services. PHM also reviews
appeals, hears complaints and ensures fair medical decisions.
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SP-65 Lead based paint Hazards - 91.215(i)
Actions to address LBP hazards and increase access to housing without LBP hazards
The North Carolina Department of Health and Human Services (NC DHHS) Division of Public Health,
Environmental Health Section monitors childhood lead exposure on the state level. State law does not
require preemptive remediation but does require that property owners remediate lead paint and
contaminated soil when there has been confirmed lead poisoning in a child less than six years old that
occupies or regularly visits the property. This remediation can be through encapsulation or removal of
lead-contaminated material, abandonment of the structure’s use as a residence or childcare facility, or
demolition of the structure with suitable containment measures. For property owners that choose to
encapsulate or remove lead-based paint and lead-contaminated soil, they also must follow a lead
maintenance plan.
The NC DHHS Division of Public Health, Health Hazards Control Unit administers two lead-based paint
programs in North Carolina: the Lead-Based Paint Hazard Management Program for Abatement Activities
(LHMP) and the Lead-Based Paint Hazard Management Program for Renovation, Repair and Painting
(LHMP-RRP). The LHMP requires a person who performs an inspection, risk assessment, abatement or
abatement design work in a child-occupied facility (such as day care centers and preschools) or target
housing (built before 1978) to be certified and establishes the requirements for certification, including the
oversight of required training. It also requires a person who conducts an abatement of a child-occupied
facility or target housing to obtain a permit for the abatement. Additionally, the LHMP-RRP program
mandates that contractors, property managers and others working for compensation in homes and child-
occupied facilities built before 1978 be trained and use lead-safe work practices. They are also required
to provide the lead pamphlet "Renovate Right; Important Lead Hazard Information for Families, Child Care
Providers and Schools" to owners and occupants before starting renovation work.
Beginning January 1, 2010, North Carolina law requires dust sampling technicians, firms, and individuals
performing renovation, repair and painting projects for compensation who disturb lead-based paint in
homes and child-occupied facilities built before 1978, be certified and follow specific work practices to
prevent lead contamination. Child-occupied facilities include but are not limited to childcare facilities and
schools with children under the age of 6 years of age that were built before 1978.
Until December 31, 2026, or until funds are exhausted, the Asbestos and Lead-Based Paint
Reimbursement Program (funded through the American Rescue Plan of 2021) and the Clean Classrooms
for Kids Program can reimburse up to two-thirds of the cost of abatement for eligible public schools, and
up to 100% of the cost for licensed child care facilities. NC DHHS also maintains lists of accredited asbestos
professionals and certified lead-based paint professionals for these institutions.
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How are the actions listed above related to the extent of lead poisoning and hazards?
Lead poisoning affects many children age 6 or younger, causing lifelong learning and behavior problems
by interfering in brain development. Though lead is a naturally occurring element, the largest source of
lead contamination in the home is caused by chipping, peeling, flaking or deteriorating lead-based paint
(LBP). Lead can also enter the home through some toys, jewelry, and other consumer products, lead
potable water plumbing, contaminated soil from leaded gasoline and chemical processing, and industrial
use of lead metal or chemicals. Lead poisoning has decreased over the years, but there is no safe level of
lead. The only way to know if a child has been exposed is a blood test.
Lead was banned from residential paint in 1978 but approximately half of the U.S. housing stock still
contains some lead-based paint. According to the 2017-2021 CHAS data, approximately 19.8% of the
housing stock in Union County was built prior to 1980 which raises the risk of lead-based paint presence,
and 3.3% of housing in Union County was constructed before 1980 and is inhabited by children age 6 or
younger. Low-income tenants and owners are at proportionally higher risk of lead-based paint presence
in their dwellings, as homeowners may be financially unable to conduct lead abatement and landlords are
less willing to invest in renovating low-rent apartments.
How are the actions listed above integrated into housing policies and procedures?
Union County provides educational materials about lead-based paint and other common hazards found
in structures to all housing contractors and citizens receiving housing rehabilitation assistance. When the
County provides CDBG funding for projects and activities, it uses the following policies and procedures to
ensure lead compliance:
• Requiring Phase I environmental reports to include an analysis of lead-based paint if a project
involves acquisition of pre-1978 multi-family projects.
• Requiring rehabilitation projects that involve identified lead-based paint issues to include
mitigation activities in the work specification write-up.
• Educating the community on the dangers of lead poisoning through distribution of brochures.
Union County Environmental Health’s Childhood Lead Prevention Program protects and improves the
health of children from the harmful effects of lead through the implementation of the North Carolina
Rules Governing Lead Poisoning Prevention in Children (15A NCAC 18A .3100). Union County
Environmental Health coordinates and assists in the environmental investigation of children who have
experienced lead poisoning. It also offers extensive resources on how to recognize lead poisoning,
identifies common sources of lead in homes, and lists of both lead-certified contractors and physicians
who can test children and pregnant women for lead exposure. The program has received recognition for
its creative, community-driven approach to raising awareness about childhood lead poisoning prevention.
This includes partnerships with local medical providers, targeted outreach to residents in Union County’s
historic home districts, and a Lead Prevention Story Time at the Union County Library.
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SP-70 Anti-Poverty Strategy - 91.215(j)
Jurisdiction Goals, Programs and Policies for reducing the number of Poverty-Level Families
According to the 2019-2023 American Community Survey Data, approximately 5.7% of Union County
families were living in poverty, much lower than the 9.4% of North Carolina families living in poverty. In
Union County, female-headed households with children under 5 years are particularly affected with 36.2%
living in poverty.
The County’s median household income was $113,755 as of the 2019-2023 ACS, much higher than the
North Carolina median household income of $86,947. Additionally, 57% of Union County residents had a
household income of over $100,000. While this is an indicator of a comparatively wealthy county, it also
reflects the fact that the population’s income is stratified, and the lowest income persons do not
necessarily earn a living wage. A high proportion of jobs available in the County are in the retail sector or
in the arts, entertainment, accommodation and food service sectors, which tend to offer low-paying jobs.
Positions in healthcare, management & administration usually require a bachelor’s degree or higher which
only 39% of the population 25 years and older possess, and higher-paying jobs in the manufacturing and
construction fields that do not require college degrees are in relatively short supply. Additionally, the
majority of high-paying jobs available to Union County residents also require a private automobile to
access them, whether they are based in Union County or elsewhere in the greater Charlotte area. There
is a need to increase employment, workforce development, self-sufficiency, educational training, and
transportation options for residents of the County.
Union County is committed to reducing the number of households that are at or below the poverty level
by supporting programs to motivate and assist them to move toward self-sufficiency. The County will
continue to support the efforts of local agencies who are working with consumers who may be at the
poverty level or below the poverty level. Jurisdictions work with various service providers and other units
of local government to provide low-income citizens with supportive services. Programs and services
provided include:
• Food and Nutrition Services via SNAP
• Family and Children’s Medicaid
• Child Care Subsidy Assistance
• Work First Family Assistance (North Carolina’s Temporary Assistance for Needy Families (TANF)
program) assists families that are in a temporary financial crisis. The Work First program promotes
a strengths-based, family-centered practice approach and is based on the premise that parents
have a responsibility to support themselves and their children. Their services include employment
services for parents and support for grandparents and guardians to forestall foster care.
• The Union County Crisis Assessment Unit helps individuals and families who are going through a
crisis and refers them to resources. This can include assistance with rent and deposits for families
with minor children, referrals for food assistance, and referrals for adult daycare and in-home
aide services in coordination with government agencies and nonprofit organizations.
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The main anti-poverty strategy for the County is to attract a range of businesses and support workforce
development and job training for low- and moderate-income County residents. The County’s strategy will
also provide supportive services for targeted-income residents. Most of the priorities identified by the
County will reduce poverty, but the following priorities specifically address anti-poverty actions:
• HS-3 Homeownership - Assist low- and moderate-income homebuyers in purchasing homes
through down payment and closing cost assistance and associated housing counseling.
• HS-4 Housing Assistance - Provide funds for utility payments, deposits, and rental fees for low-
income households who are faced with the threat of eviction or who may be at risk of becoming
homeless.
• HO-3 Homelessness Prevention - Promote and assist in anti-eviction activities and work to resolve
unfair housing practices which may contribute to homelessness.
• CD-6 Clearance/Demolition - Remove and eliminate slum and blighting conditions through
demolition of vacant, abandoned, and dilapidated structures.
• ED-1 Employment - Support and encourage job creation, job retention, and job training
opportunities in partnership with nonprofits and educational institutions.
• ED-2 Development - Support business and commercial growth through expansion and
development including entrepreneurship and small business development in partnership with
economic development organizations.
• ED-3 Redevelopment - Plan and promote the development, redevelopment, and revitalization of
vacant commercial and industrial sites.
• ED-4 Financial Assistance - Support and encourage new economic development through local,
state, and Federal tax incentives and programs such as Tax Incremental Financing (TIF), Local
Economic Revitalization Tax Assistance (LERTA), Enterprise Zones/Entitlement Communities,
Section 108 Loan Guarantees, Economic Development Initiative (EDI) funds, Opportunity Zones,
Congressionally Directed Spending, etc.
How are the Jurisdiction’s poverty-reduction goals, programs, and policies coordinated with
this affordable housing plan?
The County will continue to investigate barriers to affordable housing using data from the US Census,
HUD, the Bureau of Labor Statistics, and other governmental and non-governmental information. Using
this data as well as continued public input and information from stakeholder groups, the County will select
the most appropriate activities to address and reduce the number of persons living in poverty.
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SP-80 Monitoring - 91.230
Describe the standards and procedures that the jurisdiction will use to monitor activities
carried out in furtherance of the plan and will use to ensure long-term compliance with
requirements of the programs involved, including minority business outreach and the
comprehensive planning requirements
Monitoring is the responsibility of Union County. At times Union County may include monitoring as a
responsibility of a service provider contracted to provide CDBG project administration. However, Union
County is aware it is the County’s responsibility to ensure monitoring meets or exceeds HUD requirements
and grant regulations. The County uses a monitoring checklist to review programs and activities of sub-
recipients through simple project tracking and management reporting systems. This process includes
monthly progress reports, financial reports and meeting reports, and review of project expenditures on a
monthly basis to ensure they are in line with the project budget. This checklist was composed in
accordance with 2 CFR, Part 200 “UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND
AUDIT REQUIREMENTS FOR FEDERAL AWARDS”. The staff also uses the HUD Community Planning and
Development Monitoring Handbook (HUD 6509.2) for guidance.
Monitoring of subrecipient projects has five major components:
1) Grant Applications: Request for funding applications is made on a standard form and are carefully
reviewed and evaluated. Points are given for each criterion covering community need, program
effectiveness, financial record, and capacity. Recommendations for funding are based on evaluation of
the above criteria.
2) Contractual Agreements: Union County enters into a two-part contractual grant agreement with each
subrecipient. Part I of the agreement describes the tasks to be performed (Scope of Services) with the
grant funds, the results to be achieved, and other conditions specific to the project. Part II lists all federal
standards that the agency must comply with. Each funded activity is assigned to the Compliance Project
Manager. The Project Manager conducts pre-monitoring, desk monitoring, and on-site monitoring visits
at least twice per program year.
3) Monitoring Records: For each subrecipient, the staff will maintain monitoring records that include the
following:
• Basic recipient information
• Monitoring Plan- A risk assessment is carried out to determine the appropriate frequency of on-
site visits, and the areas to be reviewed, including some or all of financial management, client
eligibility, program effectiveness, property, procurement, program income, fair housing, and
equal opportunity information.
• Subrecipient training and/or technical assistance provided.
• Review of the agency’s CPA audit (when applicable)
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• Quarterly financial reports and monthly draw requests from the subrecipient
• Quarterly or monthly progress reports, whichever is required per the subrecipient agreement.
• On-site monitoring reports
• Correspondence and notes of significant telephone conversations
4) On-Site Visits: Staff will perform on-site monitoring reviews at least quarterly, depending on the
assessment of risk for non-compliance. Program operations are observed, subrecipient staff is
interviewed, client eligibility confirmed, and financial and programmatic reports verified from original
documentation.
5) Long-Term Compliance: Activities involving real property acquisitions or improvement require long-
term compliance with the original purpose of the federal assistance. Union County will annually update
its inventory of all CDBG Real Property and confirm that such property is still being used for the intended
purpose.
Public Review: Per the Union County 2021 Citizen Participation Plan, the County shall provide
opportunities for residents, public agencies, and other interested parties with reasonable and timely
access to information and records relating to the jurisdiction’s Consolidated Plan, as well as the proposed,
actual, and past use of funds covered by this Citizen Participation Plan. Before the adoption of the
Consolidated Plan, the County will make available to residents, public agencies, and other interested
parties information that includes the amount of assistance the County expects to receive, the range of
activities that may be undertaken, the estimated amount of funding that will benefit persons of low- and
moderate-income, and the County’s plans to minimize displacement of persons and to assist any persons
displaced. The County shall make reasonable effort to assure that CDBG program information is available
to all residents, especially those of low and moderate incomes and those residing in blighted or limited
English proficiency neighborhoods and/or CDBG project areas.
Standard documents will be available for public review at the Union County Government Center at 500 N.
Main St., Monroe, NC 28112. Copies can also be found on the Union County website. These documents
will also be available in a form accessible to persons with disabilities upon request (this may include but
is not necessarily limited to providing documents in Braille, electronic copies, or large print copies for the
visually impaired). Information from CDBG project files shall be made available for examination and
duplication, on request, during regular business hours. Standard CDBG program information and materials
will also be made available and distributed to the public at the regularly scheduled public hearings as
outlined in this Plan. The County will also provide a reasonable number of free copies of the Consolidated
Plan, Annual Action Plans, Substantial Amendments, and the Citizen Participation Plan to residents and
groups that request them.
Materials to be made available shall include, but are not necessarily limited to, the Citizen Participation
Plan, records of public hearings, mailings and promotional materials, prior CDBG Annual Action Plan, grant
agreements, the environmental review record, procurement records, project design and construction
specifications, labor standards materials, performance evaluation reports, proposed and approved CDBG
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Annual Action Plan for the current year, written comments or complaints received concerning the
community development program along with the written responses from Union County, and copies of the
Federal and State rules, regulations, policies, requirements, and procedures governing the CDBG program.
The accomplishments of projects/activities funded during a given Federal Fiscal Year will be reported in
that year’s Consolidated Annual Performance and Evaluation Report (CAPER). However, in no case shall
Union County disclose any information concerning the financial status of any program participant(s) which
may be required to document program eligibility or benefit. Furthermore, the County shall not disclose
any information which may, in the opinion of the County Manager, be deemed of a confidential nature.
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Annual Action Plan
AP-15 Expected Resources - 91.220(c)(1,2)
Introduction
Union County anticipates that it will receive $843,937 in CDBG grant funding for the FY 2026 program year between July 1, 2026, and June 30,
2027. However, rapidly evolving Federal funding priorities make it difficult to forecast if Union County will experience an increase or decrease in
year-over-year CDBG funding. To ensure it does not exceed potential Federal funding, the County will anticipate a 5% cut in funds each year during
the FY 2026-2030 Five-Year Consolidated Plan period. The following represents Union County’s anticipated resources for the upcoming five Federal
fiscal years:
• FY 2026: $843,937.00 CDBG Funds
• FY 2027: $801,740.00 CDBG Funds
• FY 2028: $759,543.00 CDBG Funds
• FY 2029: $717,346.00 CDBG Funds
• FY 2030: $675,150.00 CDBG Funds
Total: $3,797,716.00 CDBG Funds
The accomplishments of projects/activities funded during FY 2026 will be reported in the FY 2026 Consolidated Annual Performance and Evaluation
Report (CAPER).
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Anticipated Resources
Program Source
of Funds Uses of Funds
Expected Amount Available Year 1 Expected Amount
Available Reminder
of Con Plan: $
Narrative
Description Annual
Allocation: $
Program
Income: $
Prior Year
Resources: $ Total: $
CDBG public -
federal
Acquisition
Admin and Planning
Economic Development
Housing
Public Improvements
Public Services
$843,937 $0 $0 $843,937 $2,953,779
Four years of
funding at 5%
reduced level
each year.
Table 55 - Anticipated Resources
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how
matching requirements will be satisfied
While there are no federal match requirements for CDBG funds, Union County highly recommends that organizations provide matching funds if
possible. Match fund sources include contributions derived from other eligible federal and nonfederal sources and the value of third-party in-kind
contributions, (i.e., volunteers, personnel, office space, materials, equipment, and supplies). Matching funds are not required, but applications
will receive favorable scoring based on leveraging funds.
The following are some of the available funding resources available to leverage and supplement CDBG funding which can address needs identified
in the Consolidated Plan:
• The Community Shelter of Union County receives Emergency Solutions Grant (ESG) funding through the NC-503 North Carolina Balance of
State Continuum of Care (BOSCoC). The CoC may also distribute funding through the HUD Housing Opportunities for Persons with AIDS
(HOPWA) program, though the County does not anticipate any HOPWA-funded projects during the upcoming Five Year period.
• Turning Point, Inc. receives a grant from within the Administration for Children and Families, a division of the U.S. Department of Health
and Human Services. It also receives state, local, and nonprofit funding, including regular financial support from the Union County
government.
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• The Monroe Housing Authority administers Section 8 Housing Choice Vouchers and is allocated Project-Based Vouchers for use at its
nonprofit affiliate Community Advancement & Redevelopment Enterprise, which operates the former MHA public housing units for low-
and moderate-income households.
• Union County receives various sources of funding for land banking, stream restoration, and conservation from programs such as the NC
Land and Water Fund, the North Carolina Parks and Recreation Trust Fund, the NC Agricultural Development and Farmland Preservation
Trust Fund, the USDA Agricultural Conservation Easement Program, the Land and Water Conservation Fund, and the Regional Conservation
Partnership Program.
• The County will continue to support and encourage new economic development through local, state, and Federal tax incentives and
programs such as Tax Incremental Financing (TIF), Local Economic Revitalization Tax Assistance (LERTA), Enterprise Zones/Entitlement
Communities, Section 108 Loan Guarantees, Economic Development Initiative (EDI) funds, Opportunity Zones, Congressionally Directed
Spending, etc.
• Private developers in the County often contribute cash or in-kind improvements to housing and industrial projects that are partially funded
by the Union County CDBG entitlement.
• As appropriate, the County and its subrecipients may access other forms of matching funds including private donations, foundational
grants, and specialized government programs.
If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs
identified in the plan
Not Applicable.
Discussion
With limited resources available to address the needs identified in the Five-Year Consolidated Plan, the County works cooperatively with private,
public, and non-profit partners to address the identified needs.
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Annual Goals and Objectives
AP-20 Annual Goals and Objectives
Goals Summary Information
Sort
Order Goal Name Start
Year
End
Year Category Geographic
Area
Needs
Addressed Funding Goal Outcome Indicator
1. HS-1 Housing
Rehabilitation 2026 2030 Affordable
Housing County-wide Housing
Priority
CDBG:
$337,575.00
Homeowner housing rehabilitated:
10 Homeowner Housing Units
2. SN-3 Social
Services 2026 2030 Non-Homeless
Special Needs County-wide Other Special
Needs Priority
CDBG:
$42,590.00
Public service activities other than
low-/moderate-income housing
benefit: 40 Persons Assisted
3.
CD-1
Community
Facilities
2026 2030
Non-Housing
Community
Development
County-wide
Community
Development
Priority
CDBG:
$337,576.00
Public facility or infrastructure
activities other than low-/moderate-
income housing benefit: 3,125
Persons Assisted
4. CD-3 Public
Services 2026 2030
Non-Housing
Community
Development
County-wide
Community
Development
Priority
CDBG:
$25,000.00
Public service activities other than
low-/moderate-income housing
benefit: 35 Persons Assisted
5.
CD-4
Nutritional
Services
2026 2030
Non-Housing
Community
Development
County-wide
Community
Development
Priority
CDBG:
$59,000.00
Public service activities other than
low-/moderate-income housing
benefit: 1,280 Persons Assisted
6. AM-1 Overall
Coordination 2026 2030
Administration,
Planning, and
Management
County-wide
Administration,
Planning, and
Management
Priority
CDBG:
$42,196.00 Other: 1 other
Table 56 - Goals Summary
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Goal Descriptions
1.
Goal Name HS-1 Housing Rehabilitation
Goal Description
Conserve and rehabilitate owner- and renter-occupied affordable housing units across the County by addressing
code violations, necessary repairs, energy conservation, utility improvements, and accessibility for persons with
disabilities.
2. Goal Name SN-3 Social Services
Goal Description Promote and support social service programs and facilities that address populations with special needs, including but
not limited to the elderly, persons with disabilities, veterans, and victims of domestic violence.
3. Goal Name CD-1 Community Facilities
Goal Description Improve parks and trails, recreational and community facilities, and public buildings throughout the County.
4.
Goal Name CD-3 Public Services
Goal Description Improve and enhance public services and programs for youth, the elderly, persons with disabilities, and general
social/welfare public service programs for low- and moderate-income County residents.
5.
Goal Name CD-4 Nutritional Services
Goal Description Promote and support food and nutrition programs to address the needs of the elderly and persons with disabilities,
the unemployed, underemployed, and homeless.
6.
Goal Name AM-1 Overall Coordination
Goal Description
Provide program management and oversight for the successful administration of Federal, State, and locally funded
programs, including planning services for special studies, annual action plans, five-year consolidated plans,
substantial amendments, consolidated annual performance and evaluation reports (CAPER), environmental reviews
and clearances, fair housing, and compliance with all Federal, State, and local laws and regulations.
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Projects
AP-35 Projects - 91.220(d)
Introduction
During the FY 2026 Program Year, Union County will receive a total of $843,937.00 in CDBG funds.
Union County proposes undertaking the following activities with the FY 2026 CDBG funds:
# CDBG Project Name
1. Administration & Planning $42,196.00
2. CSUC - Community Meals & Pantry Program $34,000.00
3. Council on Aging - In-Home Assistance for Seniors $42,590.00
4. Common Heart - Economic Empowerment Program $25,000.00
5. Common Heart - Cupboard Ally Delivery Program $25,000.00
6. Infrastructure and Improvement - Park Projects $337,576.00
7. Habitat for Humanity - Individual Home Repair $337,575.00
Total CDBG Expenditure $843,937.00
Table 57 - Project Information
Describe the reasons for allocation priorities and any obstacles to addressing underserved
needs
Union County has allocated its CDBG funds for FY 2026 based on which activities will benefit low- and
moderate-income persons. The allocations and priorities were established by an online survey,
stakeholder meetings, follow-up surveys from service providers, and public meetings. Obstacles to
addressing underserved needs include finding more federal funding resources to accomplish activities and
having local resources to pair with them to make successful projects.
At least 70% of the County’s CDBG funds are budgeted to activities that principally benefit low- and
moderate-income persons. The following guidelines for allocating HUD funding will be used for the FY
2026 Annual Action Plan:
• Public services activities either serve clientele who are low- and moderate-income or in certain
cases, limited clientele who are presumed to be low- and moderate-income such as the elderly or
disabled.
• Public facilities activities are either located in a low- and moderate-income census tract/block
group or have a low- and moderate-income service area benefit or clientele over 51% low- and
moderate-income.
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• Acquisitions and demolition activities are either located in a low- and moderate-income census
area or are activities which are eligible by preventing or eliminating slums and blight on a spot
basis or area basis.
• Housing activities have income eligibility criteria and are considered direct benefit as the
beneficiary must be income-eligible. Applicants can be from throughout the County.
• Economic development projects will be located in a low- and moderate-income block group or a
block group having greater than 20% poverty, be part of a redevelopment plan, or create jobs
where at least 51% are available to low- and moderate-income residents.
The proposed activities funded through the FY 2026 CDBG Program Year are generally located in areas
with the highest percentages of low- and moderate-income persons and those block groups with a
percentage of minority persons above the average for Union County.
According to the 2019-2023 ACS data, Union County had a minority population of 32.0% of its total
population (persons who are non-White and/or Hispanic or Latino). HUD defines a Minority Neighborhood
as, “A neighborhood in which the percentage of persons of a particular racial or ethnic minority is at least
20 points higher than that minority's percentage in the housing market as a whole; the neighborhood's
total percentage of minority persons is at least 20 points higher than the total percentage of minorities
for the housing market area as a whole; or in the case of a metropolitan area, the neighborhood's total
percentage of minority persons exceeds 50 percent of its population.”
According to the 50% definition, there are twenty (20) Block Groups in the County that are considered a
“Minority Neighborhood:”
• Census Tract 203.05, Block Group 1: 50.19% minority
• Census Tract 203.21, Block Group 1: 78.76% minority
• Census Tract 204.01, Block Group 1: 61.60% minority
• Census Tract 204.01, Block Group 2: 52.35% minority
• Census Tract 204.06, Block Group 1: 90.10% minority
• Census Tract 204.06, Block Group 2: 94.04% minority
• Census Tract 204.06, Block Group 4: 90.63% minority
• Census Tract 205.01, Block Group 1: 91.00% minority
• Census Tract 205.01, Block Group 2: 53.69% minority
• Census Tract 205.01, Block Group 3: 56.22% minority
• Census Tract 205.02, Block Group 1: 69.02% minority
• Census Tract 206.01, Block Group 1: 97.44% minority
• Census Tract 206.01, Block Group 2: 52.42% minority
• Census Tract 206.01, Block Group 4: 86.19% minority
• Census Tract 206.02, Block Group 1: 80.87% minority
• Census Tract 206.02, Block Group 3: 63.20% minority
• Census Tract 207.01, Block Group 3: 71.12% minority
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• Census Tract 207.02, Block Group 1: 56.64% minority
• Census Tract 208, Block Group 4: 68.97% minority
The County uses the HUD definition of a low-mod area as any area with a population of low- and
moderate-income residents that is equal to or greater than 51% of the entire population of the area.
According to this definition, 32 of the 132 Block Groups within the County are considered low-mod areas:
• Census Tract 202.05, Block Group 2: 54.7% low-mod
• Census Tract 203.07, Block Group 1: 57.5% low-mod
• Census Tract 203.08, Block Group 4: 52.7% low-mod
• Census Tract 203.12, Block Group 1: 52.6% low-mod
• Census Tract 203.21, Block Group 1: 57.3% low-mod
• Census Tract 204.01, Block Group 2: 53.6% low-mod
• Census Tract 204.03, Block Group 1: 65.2% low-mod
• Census Tract 204.03, Block Group 3: 56.4% low-mod
• Census Tract 204.05, Block Group 1: 71.3% low-mod
• Census Tract 204.06, Block Group 1: 52.8% low-mod
• Census Tract 204.06, Block Group 2: 92.4% low-mod
• Census Tract 204.06, Block Group 3: 57.4% low-mod
• Census Tract 204.06, Block Group 4: 98.1% low-mod
• Census Tract 205.01, Block Group 1: 72.3% low-mod
• Census Tract 205.01, Block Group 2: 65.8% low-mod
• Census Tract 205.02, Block Group 1: 86.0% low-mod
• Census Tract 206.01, Block Group 1: 80.1% low-mod
• Census Tract 206.01, Block Group 4: 75.7% low-mod
• Census Tract 206.02, Block Group 1: 75.1% low-mod
• Census Tract 206.02, Block Group 3: 51.2% low-mod
• Census Tract 207.01, Block Group 1: 72.2% low-mod
• Census Tract 207.01, Block Group 2: 100% low-mod
• Census Tract 207.01, Block Group 3: 61.0% low-mod
• Census Tract 207.02, Block Group 1: 51.5% low-mod
• Census Tract 207.02, Block Group 2: 60.8% low-mod
• Census Tract 208, Block Group 2: 73.3% low-mod
• Census Tract 208, Block Group 3: 65.4% low-mod
• Census Tract 208, Block Group 4: 72.8% low-mod
• Census Tract 208, Block Group 5: 59.4% low-mod
• Census Tract 209.01, Block Group 1: 59.5% low-mod
• Census Tract 209.01, Block Group 2: 70.2% low-mod
• Census Tract 210.15, Block Group 1: 54.5% low-mod
Union County has an overall low-mod percentage of 35.09%.
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AP-38 Project Summary
Project Summary Information
1. Project Name Administration & Planning
Target Area County-wide
Goals Supported AM-1 Overall Coordination
Needs Addressed Administration, Planning, and Management Priority (AM)
Funding CDBG: $42,196.00
Description CDBG funds will be used to pay for general administrative costs of
overseeing and managing the County’s CDBG program, including office
supplies, correspondence, training, salaries and benefits, employee
expenses, and advertising and public outreach programs.
Target Date 6/30/2027
Estimate the number
and type of families
that will benefit from
the proposed activities
It is estimated that one (1) organization will be assisted by this
program/activity.
Location Description Union County Budget & Grants Management Department, 500 N. Main
St., Monroe, NC 28112
Planned Activities The HUD Matrix Code is 21A General Program Administration.
2. Project Name CSUC - Community Meals & Pantry Program
Target Area County-wide
Goals Supported CD-4 Nutritional Services
Needs Addressed Community Development Priority (CD)
Funding CDBG: $34,000.00
Description The Community Shelter of Union County (CSUC) Community Meals and
Pantry Program provides consistent, nutritious food to low- and
moderate-income residents experiencing food insecurity, primarily
individuals experiencing homelessness, low-income households, and
seniors living on fixed incomes. Primary services include three
prepared meals served daily through the Community Shelter soup
kitchen and twice-monthly drive-through pantry distributions that
provide fresh and shelf-stable groceries to households in need. These
services help address immediate hunger while supporting overall
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health, stability, and dignity for residents facing financial hardship
across Union County.
Target Date 6/30/2027
Estimate the number
and type of families
that will benefit from
the proposed activities
It is estimated that 480 low- and moderate-income persons will be
assisted by this program/activity.
Location Description Community Shelter of Union County, 160 Meadow Street, Monroe, NC
28110
Planned Activities The National Objective is Low/Mod Limited Clientele (LMC) benefit,
570.208(a)(2).
The HUD Matrix Code is 05W Food Banks, 570.201(e).
3. Project Name Council on Aging - In-Home Assistance for Seniors
Target Area County-wide
Goals Supported SN-3 Social Services
Needs Addressed Other Special Needs Priority (SN)
Funding CDBG: $42,590.00
Description The Council on Aging in Union County’s In-Home Assistance for Seniors
program provides essential in-home services to economically
disadvantaged older adults at no cost to clients. To qualify, clients must
require assistance with at least one Activity of Daily Living (ADL) such
as bathing, dressing, or grooming, and/or one Instrumental Activity of
Daily Living (IADL) such as cleaning, cooking, or laundry in order to
safely remain at home.
The Council’s team of In-Home Aides delivers direct assistance with
personal care, household chores, errands, and respite for family
caregivers. In addition, we conduct home safety evaluations and
coordinate volunteer home modifications such as bathroom grab bars,
stair handrails, and wheelchair ramps. We also provide access to
durable medical equipment and incontinence supplies at no cost.
CDBG funding will support 1.2 FTE (one full-time and one part-time) In-
Home Aide positions, including salary, fringe, and mileage. The
requested funding will specifically support services for approximately
30-40 low-to-moderate income older adults, providing personal care
and household assistance one to three times per week. Our agency is
licensed for home care and remains fully compliant with all regulations
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set by the NC Department of Health and Human Services and the NC
Division of Aging and Adult Services.
Target Date 6/30/2027
Estimate the number
and type of families
that will benefit from
the proposed activities
It is estimated that 40 low- and moderate-income persons will be
assisted by this program/activity.
Location Description Council on Aging, 1401 Skyway Drive, Monroe, NC 28110
Planned Activities The National Objective is Low/Mod Limited Clientele (LMC) benefit,
570.208(a)(2).
The HUD Matrix Code is 05A Senior Services, 570.201(e).
4. Project Name Common Heart - Economic Empowerment Program
Target Area County-wide
Goals Supported CD-3 Public Services
Needs Addressed Community Development Priority (CD)
Funding CDBG: $25,000.00
Description Common Heart’s Economic Empowerment Program helps participants
work toward greater financial stability and upward mobility, primarily
food-insecure residents recruited through Common Heart’s network of
14 pantry locations. The program begins with a 50-hour “Getting
Ahead in a Just Gettin' By World” workshop to develop practical skills
such as goal setting, planning, and financial management. To reduce
barriers to participation, Common Heart provides dinner, childcare,
and participation incentives during each session. Following graduation,
participants enter an 18-month post-program support phase that
includes success coaching, monthly resource meetings, and skill-
building workshops which focus on strengthening financial capability,
employment readiness, supportive relationships, and other key
resources for economic stability.
Through this comprehensive model of education, coaching, and
ongoing support, Common Heart equips participants with the
knowledge, relationships, and tools needed to pursue long-term
economic stability and increased mobility.
Target Date 6/30/2027
Estimate the number
and type of families
It is estimated that 35 low- and moderate-income persons will be
assisted by this program/activity.
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that will benefit from
the proposed activities
Location Description Common Heart, 116 Business Park Drive, Indian Trail, NC 28079
Planned Activities The National Objective is Low/Mod Limited Clientele (LMC) benefit,
570.208(a)(2).
The HUD Matrix Code is 05H Employment Training, 570.201(e).
5. Project Name Common Heart – Cupboard Ally Delivery Program
Target Area County-wide
Goals Supported CD-4 Nutritional Services
Needs Addressed Community Development Priority (CD)
Funding CDBG: $25,000.00
Description Common Heart's Cupboard Ally Delivery Program provides monthly
grocery delivery and relationship-based support to individuals and
families in Union County living at or below 200% of the federal poverty
level. The program primarily serves households with barriers such as
limited transportation, health concerns or disabilities, work schedules
that conflict with pantry hours, and individuals with medically
necessary dietary restrictions. In addition to food delivery, the program
includes connection to community resources, helping participants
access services that support overall stability and well-being.
Target Date 6/30/2027
Estimate the number
and type of families
that will benefit from
the proposed activities
It is estimated that 800 low- and moderate-income persons will be
assisted by this program/activity.
Location Description Common Heart, 116 Business Park Drive, Indian Trail, NC 28079
Planned Activities The National Objective is Low/Mod Limited Clientele (LMC) benefit,
570.208(a)(2).
The HUD Matrix Code is 05W Food Banks, 570.201(e).
6. Project Name Infrastructure and Improvement - Park Projects
Target Area County-wide
Goals Supported CD-1 Community Facilities
Needs Addressed Community Development Priority (CD)
Funding CDBG: $337,576.00
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Description Union County will undertake park improvement projects to enhance
access to safe, inclusive, and quality outdoor spaces for low- to
moderate-income (LMI) residents. Planned activities may include park
design, site improvements, lighting, accessibility enhancements, and
other infrastructure upgrades necessary to create safe, functional,
accessible and welcoming environments. These projects are
anticipated to take place at Marshville Municipal Park, Marshville, NC,
and at Jesse Helms Park, Wingate, NC.
Target Date 6/30/2027
Estimate the number
and type of families
that will benefit from
the proposed activities
It is estimated that 3,125 persons will be assisted by this
program/activity.
Location Description Marshville Municipal Park, 800 Park Drive, Marshville, NC 28103;
Census Tract 208, Block Group 3.
Jesse Helms Park, 1505 Summerlin Dairy Road, Wingate, NC 28174;
Census Tract 207.02, Block Group 1.
Planned Activities The National Objective is Low/Mod Area (LMA) benefit, 570.208(a)(1).
The HUD Matrix Code is 03F Parks, Recreational Facilities, 570.201(c).
7. Project Name Habitat for Humanity - Individual Home Repair
Target Area County-wide
Goals Supported HS-1 Housing Rehabilitation
Needs Addressed Housing Priority (HS)
Funding CDBG: $337,575.00
Description Union County, in partnership with Habitat for Humanity of Union
County, will provide housing rehabilitation services to low- to
moderate-income homeowners to address critical health and safety
repairs such as roofing, HVAC systems, electrical and plumbing repairs,
accessibility modifications, and septic or well system repairs, helping
residents remain safely in their homes while preserving the existing
affordable housing stock. Habitat for Humanity will serve as the
subrecipient responsible for program implementation, including
applicant intake, income qualification, construction management, and
contractor oversight. All work will comply with CDBG and other HUD
requirements, including environmental review and applicable
construction standards.
Target Date 6/30/2027
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Estimate the number
and type of families
that will benefit from
the proposed activities
It is estimated that 10 low- and moderate-income households will be
assisted by this program/activity.
Location Description County-wide. Managed at Union/Anson County Habitat for Humanity,
3702 Old Charlotte Highway, Monroe, NC 28110.
Planned Activities The National Objective is Low/Mod Housing (LMH) benefit,
570.208(a)(3).
The HUD Matrix Code is 14A Rehabilitation: Single-Unit Residential,
570.202(a)(1).
Describe the reasons for allocation priorities and any obstacles to addressing underserved
needs:
Union County will allocate its CDBG funds for FY 2026 based on which activities will benefit low- and
moderate-income persons. The allocations and priorities were established by an online survey,
stakeholder meetings, follow-up surveys from service providers, and public meetings. Obstacles to
addressing underserved needs include finding more federal funding resources to accomplish activities and
having local resources to pair with them to make successful projects.
At least 70% of the County’s CDBG funds are budgeted to activities that principally benefit low- and
moderate-income persons. The following guidelines for allocating HUD funding will be used for the FY
2026 Annual Action Plan:
• Public services are activities social service providers perform whose clientele are low- and
moderate-income or in certain cases, limited clientele who are presumed to be low- and
moderate-income such as the elderly or disabled.
• Public facilities are activities either located in a low- and moderate-income census tract/block
group or have a low- and moderate-income service area benefit or clientele over 51% low- and
moderate-income.
• Acquisitions and demolition activities are either located in a low- and moderate-income census
area or activities which are eligible by preventing or eliminating slums and blight on a spot basis
or area basis.
• Housing activities have income eligibility criteria and are considered direct benefit as the
beneficiary must be income eligible. Applicants can be from throughout the County.
• Economic development projects will be located in a low- and moderate-income Block Group or a
Block Group having greater than 20% poverty, be part of a redevelopment plan, or create jobs
where at least 51% are available to low- and moderate-income residents.
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The proposed activities funded through the FY 2026 CDBG Program Year are generally located in areas
with the highest percentages of low- and moderate-income persons and those block groups with a
percentage of minority persons above the average for Union County.
According to the 2019-2023 ACS data, Union County had a minority population of 32.0% of its total
population (persons who are non-White and/or Hispanic or Latino). HUD defines a Minority Neighborhood
as, “A neighborhood in which the percentage of persons of a particular racial or ethnic minority is at least
20 points higher than that minority's percentage in the housing market as a whole; the neighborhood's
total percentage of minority persons is at least 20 points higher than the total percentage of minorities
for the housing market area as a whole; or in the case of a metropolitan area, the neighborhood's total
percentage of minority persons exceeds 50 percent of its population.”
According to the 50% definition, there are twenty (20) Block Groups in the County that are considered a
“Minority Neighborhood:”
• Census Tract 203.05, Block Group 1: 50.19% minority
• Census Tract 203.21, Block Group 1: 78.76% minority
• Census Tract 204.01, Block Group 1: 61.60% minority
• Census Tract 204.01, Block Group 2: 52.35% minority
• Census Tract 204.06, Block Group 1: 90.10% minority
• Census Tract 204.06, Block Group 2: 94.04% minority
• Census Tract 204.06, Block Group 4: 90.63% minority
• Census Tract 205.01, Block Group 1: 91.00% minority
• Census Tract 205.01, Block Group 2: 53.69% minority
• Census Tract 205.01, Block Group 3: 56.22% minority
• Census Tract 205.02, Block Group 1: 69.02% minority
• Census Tract 206.01, Block Group 1: 97.44% minority
• Census Tract 206.01, Block Group 2: 52.42% minority
• Census Tract 206.01, Block Group 4: 86.19% minority
• Census Tract 206.02, Block Group 1: 80.87% minority
• Census Tract 206.02, Block Group 3: 63.20% minority
• Census Tract 207.01, Block Group 3: 71.12% minority
• Census Tract 207.02, Block Group 1: 56.64% minority
• Census Tract 208, Block Group 4: 68.97% minority
The County uses the HUD definition of a low-mod area as any area with a population of low- and
moderate-income residents that is equal to or greater than 51% of the entire population of the area.
According to this definition, 32 of the 132 Block Groups within the County are considered low-mod areas:
• Census Tract 202.05, Block Group 2: 54.7% low-mod
• Census Tract 203.07, Block Group 1: 57.5% low-mod
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• Census Tract 203.08, Block Group 4: 52.7% low-mod
• Census Tract 203.12, Block Group 1: 52.6% low-mod
• Census Tract 203.21, Block Group 1: 57.3% low-mod
• Census Tract 204.01, Block Group 2: 53.6% low-mod
• Census Tract 204.03, Block Group 1: 65.2% low-mod
• Census Tract 204.03, Block Group 3: 56.4% low-mod
• Census Tract 204.05, Block Group 1: 71.3% low-mod
• Census Tract 204.06, Block Group 1: 52.8% low-mod
• Census Tract 204.06, Block Group 2: 92.4% low-mod
• Census Tract 204.06, Block Group 3: 57.4% low-mod
• Census Tract 204.06, Block Group 4: 98.1% low-mod
• Census Tract 205.01, Block Group 1: 72.3% low-mod
• Census Tract 205.01, Block Group 2: 65.8% low-mod
• Census Tract 205.02, Block Group 1: 86.0% low-mod
• Census Tract 206.01, Block Group 1: 80.1% low-mod
• Census Tract 206.01, Block Group 4: 75.7% low-mod
• Census Tract 206.02, Block Group 1: 75.1% low-mod
• Census Tract 206.02, Block Group 3: 51.2% low-mod
• Census Tract 207.01, Block Group 1: 72.2% low-mod
• Census Tract 207.01, Block Group 2: 100% low-mod
• Census Tract 207.01, Block Group 3: 61.0% low-mod
• Census Tract 207.02, Block Group 1: 51.5% low-mod
• Census Tract 207.02, Block Group 2: 60.8% low-mod
• Census Tract 208, Block Group 2: 73.3% low-mod
• Census Tract 208, Block Group 3: 65.4% low-mod
• Census Tract 208, Block Group 4: 72.8% low-mod
• Census Tract 208, Block Group 5: 59.4% low-mod
• Census Tract 209.01, Block Group 1: 59.5% low-mod
• Census Tract 209.01, Block Group 2: 70.2% low-mod
• Census Tract 210.15, Block Group 1: 54.5% low-mod
Union County has an overall low-mod percentage of 35.09%.
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AP-50 Geographic Distribution - 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and
minority concentration) where assistance will be directed
The information below is a profile of the population, age, and racial/ethnic composition of Union County.
This data was obtained from the 2019-2023 American Community Survey Five-Year Estimates, available
on the U.S. Census Bureau website at https://data.census.gov. The ACS results were used to analyze the
social, economic, housing, and general demographic characteristics of the County. These five-year
estimates are the most recent data available for the County.
Population:
• The County population was 244,975 as of the 2019-2023 ACS, an increase of 8.1% since 2018.
• The County had 82,231 households as of the 2019-2023 ACS, an increase of 9.4% since 2018.
• There were 111,658 males (49.25%) and 115,036 females (50.75%) living in the County in 2023.
Age:
• The median age in Union County was 39.1 years old.
• Youth under age 18 comprised 26.0% of the population.
• Seniors aged 65 and over comprised 13.2% of the population.
Race/Ethnicity:
• 71.09% were White
• 11.18% were Black or African American
• 0.44% were American Indian and Alaska Native
• 4.08% were Asian
• 0.02% were Native Hawaiian and Other Pacific Islander
• 6.06% were Some Other Race
• 7.12% were Two or More Races
• 12.93% were Hispanic or Latino of any race
Income Profile:
The following is a summary of income statistics for Union County. At the time of the 2019-2023 American
Community Survey, median household income in Union County was $99,243, significantly higher than the
North Carolina statewide median ($69,904).
• 27.8% of households received Social Security income.
• 23.1% of households received retirement income.
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• 3.1% of households received Supplemental Security income.
• 1.6% of households received cash public assistance.
Low/Mod Income Profile:
The low- and moderate-income profile for Union County is a measurement of the area's needs. According
to the HUD FY 2024 Low-Mod Summary Data, Union County has an overall low- and moderate-income
percentage of 35.09%.
Economic Profile:
Union County, NC is a part of the Charlotte-Concord-Gastonia, NC-SC MSA. While the County is home to
industry such as healthcare and advanced technology manufacturing, almost 40% of civilian employed
residents are employed outside of the County.
The US Census On The Map Jobs Data for 2023 identified the three (3) largest sectors of jobs in Union
County:
• Education, Health Care, and Social Assistance – 12,972 jobs (17.0% of jobs)
• Manufacturing – 11,876 jobs (15.6% of jobs)
• Construction – 10,910 jobs (13.5% of jobs)
These three categories represent 47.0% of the total number of jobs in the County.
As of December 2025 (the last available data), the US Bureau of Labor Statistics recorded an unadjusted
unemployment rate in Union County of 3.1%. During the same month, the statewide unemployment rate
was 3.4% and the national rate was 4.1%. However, 32.4% of Union County residents aged 16 and over
were not in the labor force (according to the 2019-2023 ACS). This is a lower level of non-participation
than statewide or nationally but is still a significant number of persons who do not or cannot work.
The 2019-2023 ACS estimates that 90.4% of Union County residents age 25 years or over had at least a
high school diploma or equivalent. Only 67.6% had taken some college coursework, 48.0% had at least an
associate’s degree, and 39.0% had at least a bachelor’s degree. The ACS notes that of those persons 25
years or over with earnings, high school graduates earned an annual median of $42,579 in 2023 adjusted
dollars while those with some college education or an associate’s degree earned a median of $50,438 and
those with a bachelor’s degree earned a median of $70,694. It will be essential for Union County to
continue promoting post-secondary education and job training to attract businesses, while also helping
its residents maintain their standard of living and retain their housing.
The County’s civilian employed population 16 years and over was 123,262, but only 76,151 jobs were
based in Union County. The only industry in which available jobs exceeded qualified workers was the
Wholesale Trade field, with 435 more jobs than workers who lived in Union County. Every other industry
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had a surplus of qualified workers as compared to jobs available in the County, and the imbalance was
especially high in traditionally “white-collar” higher-pay positions:
• Agriculture, Forestry, Fishing and Hunting, and Mining - 492 workers
• Construction - 628 workers
• Manufacturing - 2,244 workers
• Retail Trade - 5,796 workers
• Transportation, Warehousing and Utilities – 3,404 workers
• Information - 1,813 workers
• Finance, Insurance, and Real Estate - 10,863 workers
• Professional, Scientific, Management, Administration and Waste Management – 5,511 workers
• Education, Health Care and Social Assistance - 10,321 workers
• Arts, Entertainment, Accommodations and Food Services - 2,186 workers
• Other Services - 3,649 workers
• Public Administration - 649 workers
Since Union County has a low unemployment rate for its citizens, this indicates that it serves as a bedroom
community for workers whose jobs are located elsewhere. The majority of these jobs are based elsewhere
in the Charlotte Metropolitan Statistical Area.
Geographic Distribution
Target Area Percentage of Funds
County-wide 100%
Table 58 - Geographic Distribution
Rationale for the priorities for allocating investments geographically
The County will continue to investigate barriers to affordable housing using data from the US Census,
HUD, the Bureau of Labor Statistics, and other governmental and non-governmental information. Using
this data as well as continued public input and information from stakeholder groups, the County will select
the most appropriate activities to address and reduce the number of persons living in poverty.
Discussion
Union County has allocated its CDBG funds for FY 2026 based on which activities will benefit low- and
moderate-income persons. The allocations and priorities were established by an online survey,
stakeholder meetings, follow-up surveys from service providers, and public meetings. Obstacles to
addressing underserved needs include finding more federal funding resources to accomplish activities and
having local resources to pair with them to make successful projects.
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At least 70% of the County’s CDBG funds are budgeted to activities that principally benefit low- and
moderate-income persons. The following guidelines for allocating HUD funding will be used for the FY
2026 Annual Action Plan:
• Public services are activities social service providers perform whose clientele are low- and
moderate-income or in certain cases, limited clientele who are presumed to be low- and
moderate-income such as the elderly or disabled.
• Public facilities are activities either located in a low- and moderate-income census tract/block
group or have a low- and moderate-income service area benefit or clientele over 51% low- and
moderate-income.
• Acquisitions and demolition activities are either located in a low- and moderate-income census
area or activities which are eligible by preventing or eliminating slums and blight on a spot basis
or area basis.
• Housing activities have income eligibility criteria and are considered direct benefit as the
beneficiary must be income eligible. Applicants can be from throughout the County.
• Economic development projects will be located in a low- and moderate-income Block Group or a
Block Group having greater than 20% poverty, be part of a redevelopment plan, or create jobs
where at least 51% are available to low- and moderate-income residents.
The proposed activities funded through the FY 2026 CDBG Program Year are generally located in areas
with the highest percentages of low- and moderate-income persons and those block groups with a
percentage of minority persons above the average for Union County.
According to the 2019-2023 ACS data, Union County had a minority population of 32.0% of its total
population (persons who are non-White and/or Hispanic or Latino). HUD defines a Minority Neighborhood
as, “A neighborhood in which the percentage of persons of a particular racial or ethnic minority is at least
20 points higher than that minority's percentage in the housing market as a whole; the neighborhood's
total percentage of minority persons is at least 20 points higher than the total percentage of minorities
for the housing market area as a whole; or in the case of a metropolitan area, the neighborhood's total
percentage of minority persons exceeds 50 percent of its population.”
According to the 50% definition, there are twenty (20) Block Groups in the County that are considered a
“Minority Neighborhood:”
• Census Tract 203.05, Block Group 1: 50.19% minority
• Census Tract 203.21, Block Group 1: 78.76% minority
• Census Tract 204.01, Block Group 1: 61.60% minority
• Census Tract 204.01, Block Group 2: 52.35% minority
• Census Tract 204.06, Block Group 1: 90.10% minority
• Census Tract 204.06, Block Group 2: 94.04% minority
• Census Tract 204.06, Block Group 4: 90.63% minority
• Census Tract 205.01, Block Group 1: 91.00% minority
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• Census Tract 205.01, Block Group 2: 53.69% minority
• Census Tract 205.01, Block Group 3: 56.22% minority
• Census Tract 205.02, Block Group 1: 69.02% minority
• Census Tract 206.01, Block Group 1: 97.44% minority
• Census Tract 206.01, Block Group 2: 52.42% minority
• Census Tract 206.01, Block Group 4: 86.19% minority
• Census Tract 206.02, Block Group 1: 80.87% minority
• Census Tract 206.02, Block Group 3: 63.20% minority
• Census Tract 207.01, Block Group 3: 71.12% minority
• Census Tract 207.02, Block Group 1: 56.64% minority
• Census Tract 208, Block Group 4: 68.97% minority
The County uses the HUD definition of a low-mod area as any area with a population of low- and
moderate-income residents that is equal to or greater than 51% of the entire population of the area.
According to this definition, 32 of the 132 Block Groups within the County are considered low-mod areas:
• Census Tract 202.05, Block Group 2: 54.7% low-mod
• Census Tract 203.07, Block Group 1: 57.5% low-mod
• Census Tract 203.08, Block Group 4: 52.7% low-mod
• Census Tract 203.12, Block Group 1: 52.6% low-mod
• Census Tract 203.21, Block Group 1: 57.3% low-mod
• Census Tract 204.01, Block Group 2: 53.6% low-mod
• Census Tract 204.03, Block Group 1: 65.2% low-mod
• Census Tract 204.03, Block Group 3: 56.4% low-mod
• Census Tract 204.05, Block Group 1: 71.3% low-mod
• Census Tract 204.06, Block Group 1: 52.8% low-mod
• Census Tract 204.06, Block Group 2: 92.4% low-mod
• Census Tract 204.06, Block Group 3: 57.4% low-mod
• Census Tract 204.06, Block Group 4: 98.1% low-mod
• Census Tract 205.01, Block Group 1: 72.3% low-mod
• Census Tract 205.01, Block Group 2: 65.8% low-mod
• Census Tract 205.02, Block Group 1: 86.0% low-mod
• Census Tract 206.01, Block Group 1: 80.1% low-mod
• Census Tract 206.01, Block Group 4: 75.7% low-mod
• Census Tract 206.02, Block Group 1: 75.1% low-mod
• Census Tract 206.02, Block Group 3: 51.2% low-mod
• Census Tract 207.01, Block Group 1: 72.2% low-mod
• Census Tract 207.01, Block Group 2: 100% low-mod
• Census Tract 207.01, Block Group 3: 61.0% low-mod
• Census Tract 207.02, Block Group 1: 51.5% low-mod
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• Census Tract 207.02, Block Group 2: 60.8% low-mod
• Census Tract 208, Block Group 2: 73.3% low-mod
• Census Tract 208, Block Group 3: 65.4% low-mod
• Census Tract 208, Block Group 4: 72.8% low-mod
• Census Tract 208, Block Group 5: 59.4% low-mod
• Census Tract 209.01, Block Group 1: 59.5% low-mod
• Census Tract 209.01, Block Group 2: 70.2% low-mod
• Census Tract 210.15, Block Group 1: 54.5% low-mod
Union County has an overall low-mod percentage of 35.09%.
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Affordable Housing
AP-55 Affordable Housing - 91.220(g)
Introduction
The County will use CDBG funds to rehabilitate housing units to make them affordable, decent, safe,
sanitary, accessible and sound. The one-year goals for affordable housing in Union County for FY 2026 are
the following:
One Year Goals for the Number of Households to be Supported
Homeless 0
Non-Homeless 10
Special-Needs 0
Total: 10
Table 59 - One Year Goals for Affordable Housing by Support Requirement
One Year Goals for the Number of Households Supported Through
Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 10
Acquisition of Existing Units 0
Total: 10
Table 60 - One Year Goals for Affordable Housing by Support Type
Discussion
Union County will fund the following housing activities with FY 2026 CDBG funds:
• CD-26-07 Habitat for Humanity - Individual Home Repair: Union County, in partnership with
Habitat for Humanity of Union County, will provide housing rehabilitation services to low- to
moderate-income homeowners to address critical health and safety repairs such as roofing, HVAC
systems, electrical and plumbing repairs, accessibility modifications, and septic or well system
repairs, helping residents remain safely in their homes while preserving the existing affordable
housing stock. Habitat for Humanity will serve as the subrecipient responsible for program
implementation, including applicant intake, income qualification, construction management, and
contractor oversight. All work will comply with CDBG and other HUD requirements, including
environmental review and applicable construction standards.
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AP-60 Public Housing - 91.220(h)
Introduction
The Monroe Housing Authority (MHA) administers Section 8 Housing Choice Vouchers in Union County.
Its partner nonprofit Community Advancement and Redevelopment Enterprise (CARE) operates the
former MHA public housing properties as Rental Assistance Demonstration (RAD) Project-Based Voucher
(PBV) residences. MHA is and will continue to be the primary resource for the County’s very low-income
households. As of its FY 2026 Draft Annual Plan, the Housing Authority administered 325 Tenant-Based
Vouchers (TBV) and 39 Mainstream Vouchers for households with a disabled individual. CARE owns and
operates units funded by 205 Project-Based Vouchers (PBV) at four properties.
Actions planned during the next year to address the needs of public housing
Between 2022 and 2024, the Monroe Housing Authority converted its portfolio of public housing units to
Project-Based Voucher (PBV) units through the Rental Assistance Demonstration (RAD) program. The
Rental Assistance Demonstration (RAD) program provides a powerful tool to preserve and improve
affordable housing currently supported under the public housing, Section 8 Moderate Rehabilitation,
Moderate Rehabilitation Single Room Occupancy, and Section 202 and Section 811 Rental Assistance
Contract programs. Under RAD, properties are placed under a long-term rental assistance contract,
providing long term affordability while maintaining and strengthening resident rights.
The 205 former MHA public housing units are now managed by MHA’s partner nonprofit Community
Advancement & Redevelopment Enterprise (CARE). The Monroe Housing Authority opted to take part in
the RAD program to leverage both Federal and private capital funds to afford necessary upgrades and
upkeep for its housing properties.
In terms of upcoming capital expenditures, CARE staff noted that they intend to install individual water
meters for each housing unit rather than having a single-point water shutoff for each community, which
will allow units to undergo water line repair and replacement without disruption to other tenants.
Actions to encourage public housing residents to become more involved in management and
participate in homeownership
Monroe Housing Authority maintains a voluntary Family Self-Sufficiency (FSS) program that is available to
households receiving a subsidy through MHA’s HCV, PBV, and RAD-PBV programs. MHA households in
compliance with MHA, CARE, and FSS regulations are eligible for FSS participation. The FSS program seeks
to help families make progress toward economic security by supporting the family’s efforts to increase
their earned income, build financial capability, and achieve their financial goals. The following is a list of
the supportive service needs of the families expected to enroll in the MHA FSS program:
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• Training in basic skills and executive function (including household management)
• Employment training, including sectoral training and contextualized and/or accelerated basic
skills instruction
• Job placement assistance
• GED preparation
• Higher education guidance and support
• English as a Second Language
• Assistance in accessing and paying for child care
• Transportation assistance
• Financial coaching, including assistance with budgeting, banking, credit, debt, and savings
• Access to counseling or treatment for substance abuse and mental health
• Dental care, health care, and mental health care including substance abuse treatment and
counseling
• Homeownership readiness
Upon enrollment in the Family Self-Sufficiency program, the FSS Coach will meet with the family to
conduct an FSS needs assessment. This assessment will inform the development of the Individual Training
and Services Plan (ISTP) and determine supportive services needed and/or barriers to overcome for the
FSS family to achieve the goals outlined in the ISTPs to successfully complete the program. FSS Coaches
may also utilize various financial assessments to assist participants to develop individual financial goals
and determine what types of financial education and coaching are needed. Ongoing needs and financial
assessments may be administered by the FSS Coach through regular participant outreach and engagement
activities to inform any changes that need to be made to the ISP.
The Monroe Housing Authority’s FSS Coaches will provide referrals to the following services as needed to
help FSS participants achieve their goals:
• Assessment for educational and disability needs
• After-school child care (with Rising Star Daycare)
• Assistance with car repairs and purchase
• High School equivalency/GED (with Union County Public Schools)
• Child and Adult Protective Services
• Household management training
• Homeownership preparation
• Financial empowerment
• Individual Development Accounts
• Legal services
• Debt resolution and credit repair
According to the Housing Authority’s Agency Plan, the housing authority is able to house applicants with
disabilities in a reasonable time and has experienced no problems with finding units that fit the
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accessibility needs of the disabled. Applicants are asked if any member of the household requires
reasonable accommodation in order to access MHA programs or CARE facilities. If accommodation is
required, MHA will work with the client to meet their needs. The housing authority is not fully aware of
the client’s specific needs until housing is available, at which point the household in need will coordinate
with MHA/CARE staff to determine what reasonable accommodations can be provided.
All four of the CARE PBV communities have resident councils which meet monthly. MHA also offers
periodic community activities at its CARE locations. Past activities have included free CPR courses, Back
To School supply giveaways, and help with preparing family emergency plans for natural disasters such as
hurricanes.
If the PHA is designated as troubled, describe the manner in which financial assistance will be
provided or other assistance
The Monroe Housing Authority is a “High Performer” and not a “troubled” Housing Authority. Not
Applicable.
Discussion
Union County does not maintain nor support public housing. The Monroe Housing Authority (MHA) is the
local entity with the sole responsibility for management and maintenance of public housing. MHA was
established under the State of North Carolina General Statute 157 (Housing Authority Law) through a
cooperation agreement with the City of Monroe, North Carolina on June 28, 1966. MHA administers the
Section 8/Housing Choice Voucher (HCV) Programs funded through HUD for the City of Monroe and Union
County.
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AP-65 Homeless and Other Special Needs Activities - 91.220(i)
Introduction
Union County is a member of Region 5 (the Piedmont Region) of the NC-503 North Carolina Balance of
State Continuum of Care (BOSCoC). The BOSCoC is managed statewide by the North Carolina Coalition to
End Homelessness (NCCEH). In its nine-county, three-region jurisdiction, the BOSCoC addresses the needs
of the homeless. Locally, the CoC’s activities are administered by the Community Shelter of Union County
(UCCS). As a longtime partner of UCCS, the County works to coordinate activities with the Continuum of
Care and supports applications for funding as well as working with other members to continue a network
of supportive housing and services for the homeless.
Aside from UCCS, other members of the CoC include the County’s Community Support & Outreach
Department and nonprofits such as Turning Point, Inc. and Crisis Assistance Ministry. Using the Homeless
Management Information System (HMIS) as a tool to provide services to homeless individuals and
families, case managers are able to work with clients to identify their needs and challenges and provide
unduplicated assistance. Case managers are the main contact for supportive services and housing.
According to the NC-503 Point-in-Time count conducted on the night of January 29, 2025, 177 persons
were experiencing homelessness in Union County. While most homeless persons in the Charlotte MSA
reside in Mecklenburg County or the City of Charlotte proper, Union County does have a significant
unhoused population. This consists of both transient homeless persons along the US 74 corridor (often
migrant workers seeking seasonal work) and long-term residents who have insufficient housing. For
transient unhoused persons in particular, it is difficult to determine accurate numbers for how many
people experience homelessness, how long a person has been homeless, and how many days they
experience homelessness in a year. Based on the Point in Time (PIT) Survey, the Housing Inventory Count
(HIC), and interviews with stakeholders, there is a need for additional year-round shelter space
throughout the County. especially for subgroups like women, families with children, persons with mental
and physical health concerns, and the chronically homeless.
The following goals and objectives for Union County’s Homeless Priority have been identified for the five-
year period of FY 2026 through FY 2030.
• HO-1 Housing Opportunities - Increase housing opportunities and living conditions for persons
and families who are homeless or who are at risk of becoming homeless.
• HO-2 Support and Management Services - Promote and assist supportive and management
services for public and non-profit agencies and organizations which assist persons who are
homeless or who are at risk of becoming homeless.
• HO-3 Homelessness Prevention - Promote and assist in anti-eviction activities and work to resolve
unfair housing practices which may contribute to homelessness.
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• HO-4 Permanent Supportive Housing - Promote and assist in the development of new permanent
supportive housing opportunities for persons and families who are experiencing homelessness
and who are exiting shelters and transitional housing programs.
• HO-5 Shelter Housing - Support and assist in the development of shelters and supportive training
and educational programs for sheltered residents.
Based on the 2019-2023 ACS data, a total of 22,541 Union County civilian noninstitutionalized residents
(9.2% of the population) have at least one disability and 31,636 residents (13.0%) are age 65 and over. Of
the elderly population, 9,525 residents (3.9% of the County’s total) are “frail elderly” who have at least
one disability. It is expected that these populations will increase during the FY 2026-2030 Five-Year
Consolidated Plan period. There will be a need to increase housing opportunities, services, and facilities
for persons with special needs.
The following goals and objectives for Union County’s Other Special Needs Priority have been identified
for the five-year period of FY 2026 through FY 2030.
• SN-1 Housing - Increase the number of decent, safe, sound, sanitary, accessible and affordable
units that are available and accessible to all sectors of the special needs populations.
• SN-2 Accessibility - Promote and assist in making accessibility improvements to existing housing
units, including making reasonable accommodations for the physically disabled so they can
continue to remain in their homes.
• SN-3 Social Services - Promote and support social service programs and facilities that address
populations with special needs, including but not limited to the elderly, persons with disabilities,
veterans, and victims of domestic violence.
• SN-4 Removal of Architectural Barriers - Remove architectural barriers which restrict the mobility
and access to public facilities and services for persons with physical disabilities.
Describe the jurisdiction’s one-year goals and actions for reducing and ending homelessness
including: Reaching out to homeless persons (especially unsheltered persons) and assessing
their individual needs
The Piedmont Region of the NC BOSCoC has an intake assessment process that identifies the additional
services an individual or family may need and has created a streamlined referral process. The Piedmont
Region covers five counties; in four of the counties, the emergency shelters act as the designated
coordinated assessment sites in the County. These facilities are natural places for persons to seek help in
the region. The assessment sites include Union County Community Shelter, Stanly County Community Inn,
Crisis Ministry of Davidson County and Rowan Helping Ministries. Agencies in the region are committed
to conducting the Emergency Response Screening in person for each individual or family that presents for
shelter at any time.
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Financial Assistance
Union County Community Support and Outreach is the local administrator of the North Carolina Work
First program, which helps resident children and families in temporary financial crisis achieve self-
sufficiency through financial assistance, employment and supportive services. The program uses a
strengths-based, family-centered approach. The program goals are: job readiness and employment; child
well-being; economic self-sufficiency; and improved physical and mental health for families. To apply for
Work First, families must provide documentation of identity, address or living arrangement, age, kinship,
citizenship or legal alien status, Social Security number, income, and financial assets or resources.
Mental Health Services
Partners Health Management is a public local management entity/managed care organization (MCO)
whose mission is to be a Member Care Organization. The organization offers health plans for Tailored Plan
members, state-funded recipients, and NC Medicaid Direct beneficiaries in 15 North Carolina counties:
Burke, Cabarrus, Catawba, Cleveland, Davidson, Davie, Forsyth, Gaston, Iredell, Lincoln, Rutherford,
Stanly, Surry, Union and Yadkin. It prioritizes integrated-whole person care for our members and families,
with a focus on mental health, substance use disorders, intellectual/developmental disabilities and
traumatic brain injuries. Depending on client health plan, it covers services for behavioral health, I/DD,
physical health and pharmacy.
Veterans Affairs
W.G. Hefner VA Medical Center in Salisbury, NC is the local veteran services provider with seventy-three
(73) Permanent Supportive Housing beds for veterans. The SSVF program provides rapid rehousing and
prevention services for veterans and their families. Rowan Helping Ministries in Salisbury maintains
fourteen (14) beds for veterans, but Salisbury is over fifty miles from Monroe and there are no beds
specifically set aside for veterans at the Union County Community Shelter. The Region 5 system utilizes
the VA's hotline for veterans in need of assistance with housing, health care and mental health services.
Veterans in need of assistance can either contact the State Veteran Service Center at 7508 E.
Independence Blvd, Suite 119, Charlotte NC 28227, or the Union County Veterans Services Office in the
County Government Building. The US Veterans Administration has designated Volunteers of America of
the Carolinas, Inc. as the SSVF administrator for North Carolina.
Prevention Services
Households are able to access prevention services through linkages from service providers in the
community. Veterans access SSVF by contacting the SSVF grantees in the BOSCoC. Volunteers of America
of the Carolinas, Inc. is the administrator for SSVF in the Piedmont Region.
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Legal/Judicial System
The Union County Community Shelter (UCCS) has developed relationships with local law enforcement in
the community. UCCS staff educates law enforcement on available services and how to make referrals for
citizens that may show signs of being at risk.
Addressing the emergency shelter and transitional housing needs of homeless persons
Union County does not receive Emergency Solutions Grant (ESG) funding nor does it carry out shelter
activities on its own. Local non-profit organizations such as Community Shelter of Union County and
Turning Point, Inc. meet the emergency housing needs of homeless persons within the County. Neither
the Community Shelter nor Turning Point currently operate transitional housing within their homeless
services spectrum, and persons in need of transitional housing are directed by BOSCoC Piedmont Region
staff to service providers outside of Union County.
Helping homeless persons (especially chronically homeless individuals and families, families
with children, veterans and their families, and unaccompanied youth) make the transition to
permanent housing and independent living, including shortening the period of time that
individuals and families experience homelessness, facilitating access for homeless individuals
and families to affordable housing units, and preventing individuals and families who were
recently homeless from becoming homeless again
Homeless needs are addressed in the community through the Union County Community Shelter and its
partner organizations including Turning Point, Inc., Common Heart, and Union County Crisis Assistance
Ministries. Union County also has representation in the Piedmont Region of the Balance of State
Continuum of Care. The entry point for the homeless service provider system in Union County is through
the Community Shelter of Union County. The long-term goal for new UCCS clients is for the client to return
to independent living. This is accomplished through services including emergency shelter, food, rehousing,
economic mobility, and post-housing services. Each client is assigned a case manager who works with the
client to develop an individualized plan to obtain and maintain permanent housing.
Holistic case management is key to provision of services to address the needs of an individual or
household. The ability to link a client to health and human service agencies, work toward increasing their
income as well as improving financial skills is invaluable. Thrive! Union has identified the need to assist
the chronic homeless in becoming self-sufficient by providing much needed resources. Using services such
as Turning Point's Homeless Outreach Program to go to locations where the homeless congregate to
provide information on available resources has been found to be a start in moving persons out of chronic
homelessness.
Union County does not have a permanent day resource center for persons experiencing homelessness or
unstable housing. A day shelter or resource center would provide unhoused persons with a single facility
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where they can obtain healthcare, job assistance, laundry and hygiene facilities, and a place to stay warm
or cool during extreme weather. While it does not intend to operate this type of facility on its own account,
the County would like to investigate such a resource with its nonprofit and governmental partners.
Helping low-income individuals and families avoid becoming homeless, especially extremely
low-income individuals and families and those who are: being discharged from publicly funded
institutions and systems of care (such as health care facilities, mental health facilities, foster
care and other youth facilities, and corrections programs and institutions); or, receiving
assistance from public or private agencies that address housing, health, social services,
employment, education, or youth needs
Union County partners with local area nonprofits to help low-income individuals and families avoid
homelessness. Subject to funding availability, Union County Crisis Assistance Ministries provides rent,
mortgage, and/or utility assistance to low-income individuals and families to prevent homelessness. Other
nonprofits, such as the ARC of Union County and the Council on Aging, work with their specialized
populations to help prevent homelessness.
Partners Health Management is the Balance of State CoC Region 5 (Piedmont) area care manager of
Medicaid and state-funded services for mental health treatment, intellectual and developmental
disabilities, substance use disorders, and traumatic brain injuries in Union County and fourteen other
central North Carolina counties. It does not directly provide treatment but ensures that providers meet
strict quality standards, protect patient rights, and deliver medically necessary services. PHM also reviews
appeals, hears complaints and ensures fair medical decisions.
Discussion
Part of the Charlotte MSA, Union County is split fairly evenly between suburban and rural areas. The large
majority of its population lives in the west side of the County. The County seat of Monroe is in the center
of Union County and is where most of the County’s social service providers are based, though residents
may also access services elsewhere in the Piedmont Region of the CoC.
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AP-75 Barriers to affordable housing - 91.220(j)
Introduction:
Union County takes seriously its responsibility to not only facilitate affordable housing and residential
investment, but also to ensure its ordinances and policies do not interfere in residents’ ability to obtain
affordable housing. The County’s Budget & Grants Management and Building Code Enforcement
departments periodically review County Ordinances and Policies to ensure that they remain in compliance
with Federal and State law, and that they do not present barriers to affordable housing.
Actions it planned to remove or ameliorate the negative effects of public policies that serve as
barriers to affordable housing such as land use controls, tax policies affecting land, zoning
ordinances, building codes, fees and charges, growth limitations, and policies affecting the
return on residential investment
In terms of publicly funded programs, the County will continue to promote, finance, and expand their
Home Repair Program. The County will promote housing and utility assistance programs offered by
nonprofit entities and may choose to support those programs with CDBG or other funding. It will also
work with nonprofits to provide new or renovated housing for low-income families. The Monroe Housing
Authority will continue to provide low-income eligible households with Section 8 vouchers to use at the
property of their choice, and CARE will continue to maintain and operate their four Project-Based Voucher
properties to provide high-quality housing for low-income County residents. Finally, the County’s Planning
& Development Department will continue to identify properties for rehabilitation, renovation, or
demolition and new construction.
Discussion:
The largest barrier to housing choice in Union County is the high cost of housing that is affordable, decent,
safe, sanitary, accessible and sound. This is compounded by the relatively low availability of rental housing
and the very low amount of HUD-assisted housing. However, the County will also continue to monitor its
policies, programs and ordinances and work with municipalities to ensure that government helps rather
than hinders affordable housing availability.
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AP-85 Other Actions - 91.220(k)
Introduction:
This section discusses County and area nonprofit efforts in addressing underserved needs, expanding and
preserving affordable housing, reducing lead-based paint hazards, and developing institutional structure
for delivering housing and community development activities.
Actions planned to address obstacles to meeting underserved needs
Union County has allocated its CDBG funds for FY 2026 based on which activities will benefit low- and
moderate-income persons. The allocations and priorities were established by an online survey,
stakeholder meetings, follow-up surveys from service providers, and public meetings. Obstacles to
addressing underserved needs include finding more federal funding resources to accomplish activities and
having local resources to pair with them to make successful projects.
At least 70% of the County’s CDBG funds are budgeted to activities that principally benefit low- and
moderate-income persons. Additionally, whenever possible the County will work to leverage CDBG funds
and continue to work to identify additional opportunities.
The following guidelines for allocating HUD funding will be used for the FY 2026 Annual Action Plan:
• Public services are activities social service providers perform whose clientele are low- and
moderate-income or in certain cases, limited clientele who are presumed to be low- and
moderate-income such as the elderly or disabled.
• Public facilities are activities either located in a low- and moderate-income census tract/block
group or have a low- and moderate-income service area benefit or clientele over 51% low- and
moderate-income.
• Acquisitions and demolition activities are either located in a low- and moderate-income census
area or activities which are eligible by preventing or eliminating slums and blight on a spot basis
or area basis.
• Housing activities have income eligibility criteria and are considered direct benefit as the
beneficiary must be income eligible. Applicants can be from throughout the County.
• Economic development projects will be located in a low- and moderate-income Block Group or a
Block Group having greater than 20% poverty, be part of a redevelopment plan, or create jobs
where at least 51% are available to low- and moderate-income residents.
The proposed activities funded through the FY 2026 CDBG Program Year are generally located in areas
with the highest percentages of low- and moderate-income persons and those block groups with a
percentage of minority persons above the average for Union County.
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Actions planned to foster and maintain affordable housing
The population of Union County has exploded after decades of little to no growth. Between the 1970 and
2020 U.S. Censuses, the County’s population grew from 54,717 persons to 238,267 persons. Union
County’s proximity to the Charlotte, NC Metropolitan Area has led to its massive growth. The County’s
population has grown 433% since 1960 after decades of little to no growth, for a yearly growth rate of
7.2%. The majority of this growth occurred between 1990 and 2020. The growth of Union County area is
largely due to its role as a bedroom community for the Charlotte-Concord-Gastonia, NC-SC Metropolitan
Statistical Area overlaid with its historic farming and forestry industries.
This demand has vastly increased the pressure on the County’s housing market, and even with the housing
boom there is a large disparity between the cost of owner-occupied housing and the financial resources
of low- and moderate-income households. To ease these housing pressures and disparities the County
will encourage and support a well-planned, diverse housing environment, offering a mix of housing to all
income groups and offering a safe and pleasant living environment. Neighborhoods will be strengthened
through nurturing community spirit to create a sense of pride. The Union County 2050 Comprehensive
Plan outlines strategies that will help to garner public policy support and guide investment in affordable
housing developments. Union County will also collaborate with its municipal partners to guide and
regulate housing development, and to support the efforts of local non-profit housing providers who create
and renovate affordable housing.
While the Plan addresses multiple areas, its primary areas of concern are traffic congestion, development
density, rural character, agribusiness, flooding, safe drinking water, and broadband access. These all have
either a direct or indirect impact on Union County’s available affordable housing supply, from ensuring
that affordable housing is sufficient and located in convenient areas without being overly concentrated,
to making sure that in-person and remote jobs are available to residents.
Union County takes seriously its responsibility to not only facilitate affordable housing and residential
investment, but also to ensure its ordinances and policies do not interfere in residents’ ability to obtain
affordable housing. The County’s Budget & Grants Management and Building Code Enforcement
departments periodically review County Ordinances and Policies to ensure that they remain in compliance
with Federal and State law, and that they do not present barriers to affordable housing.
In terms of publicly funded programs, the County will continue to promote, finance, and expand its owner-
occupied Home Repair Program. This public program has been effective in increasing the safety and
efficiency of existing homes and reducing the cost burden for homeowners. The County’s Building Code
Enforcement Department will help to identify housing in need of rehabilitation. The County will also
promote housing and utility assistance programs offered by nonprofit entities and will consider future
CDBG funding applications from those organizations. It will continue to work with nonprofits to provide
new or renovated housing to low-income families. The Monroe Housing Authority will continue to provide
low-income eligible households with Section 8 vouchers to use at the property of their choice, and CARE
will continue to maintain and operate their four Project-Based Voucher properties to provide high-quality
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housing for low-income County residents. Finally, the County’s Planning & Development Department will
continue to identify properties for rehabilitation, renovation, or demolition and new construction.
There is a need to increase the supply of affordable, decent, safe, and sanitary housing for homebuyers,
owners, and renters, and to protect their housing rights. To foster and maintain affordable housing, Union
County proposes the following Housing Strategy activities:
• HS-1 Housing Rehabilitation - Conserve and rehabilitate owner- and renter-occupied affordable
housing units across the County by addressing code violations, necessary repairs, energy
conservation, utility improvements, and accessibility for persons with disabilities.
• HS-2 Housing Construction - Increase the supply of decent, safe and sanitary accessible housing
that is affordable to low- and moderate-income homebuyers and renters in the County by
providing funds for acquisition, development fees, infrastructure improvements, construction,
rehabilitation, and redevelopment of vacant land and buildings.
• HS-3 Homeownership - Assist low- and moderate-income homebuyers in purchasing homes
through down payment and closing cost assistance and associated housing counseling.
• HS-4 Housing Assistance - Provide funds for utility payments, deposits, and rental fees for low-
income households who are faced with the threat of eviction or who may be at risk of becoming
homeless.
• HS-5 Fair Housing - Continue to cooperate with housing agencies and organizations to ensure that
Union County residents are aware of their legal rights and available fair housing resources.
Actions planned to reduce lead-based paint hazards
Lead poisoning affects many children age 6 or younger, causing lifelong learning and behavior problems
by interfering in brain development. Though lead is a naturally occurring element, the largest source of
lead contamination in the home is caused by chipping, peeling, flaking or deteriorating lead-based paint
(LBP). Lead can also enter the home through some toys, jewelry, and other consumer products, lead
potable water plumbing, contaminated soil from leaded gasoline and chemical processing, and industrial
use of lead metal or chemicals. Lead poisoning has decreased over the years, but there is no safe level of
lead. The only way to know if a child has been exposed is a blood test.
Lead was banned from residential paint in 1978 but approximately half of the U.S. housing stock still
contains some lead-based paint. According to the 2017-2021 CHAS data, approximately 19.8% of the
housing stock in Union County was built prior to 1980 which raises the risk of lead-based paint presence,
and 3.3% of housing in Union County was constructed before 1980 and is inhabited by children age 6 or
younger. Low-income tenants and owners are at proportionally higher risk of lead-based paint presence
in their dwellings, as homeowners may be financially unable to conduct lead abatement and landlords are
less willing to invest in renovating low-rent apartments.
The North Carolina Department of Health and Human Services (NC DHHS) Division of Public Health,
Environmental Health Section monitors childhood lead exposure on the state level. State law does not
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require preemptive remediation but does require that property owners remediate lead paint and
contaminated soil when there has been confirmed lead poisoning in a child less than six years old that
occupies or regularly visits the property. This remediation can be through encapsulation or removal of
lead-contaminated material, abandonment of the structure’s use as a residence or childcare facility, or
demolition of the structure with suitable containment measures. Property owners that choose to
encapsulate or remove lead-based paint and lead-contaminated soil must follow a lead maintenance plan.
The NC DHHS Division of Public Health, Health Hazards Control Unit administers two lead-based paint
programs in North Carolina: the Lead-Based Paint Hazard Management Program for Abatement Activities
(LHMP) and the Lead-Based Paint Hazard Management Program for Renovation, Repair and Painting
(LHMP-RRP). The LHMP requires a person who performs an inspection, risk assessment, abatement or
abatement design work in a child-occupied facility (such as day care centers and preschools) or target
housing (built before 1978) to be certified and establishes the requirements for certification, including the
oversight of required training. It also requires a person who conducts an abatement of a child-occupied
facility or target housing to obtain a permit for the abatement. Additionally, the LHMP-RRP program
mandates that contractors, property managers and others working for compensation in homes and child-
occupied facilities built before 1978 be trained and use lead-safe work practices. They are also required
to provide the lead pamphlet "Renovate Right; Important Lead Hazard Information for Families, Child Care
Providers and Schools" to owners and occupants before starting renovation work.
Beginning January 1, 2010, North Carolina law requires dust sampling technicians, firms, and individuals
performing renovation, repair and painting projects for compensation who disturb lead-based paint in
homes and child-occupied facilities built before 1978, be certified and follow specific work practices to
prevent lead contamination. Child-occupied facilities include but are not limited to childcare facilities and
schools with children under the age of 6 years of age that were built before 1978.
Until December 31, 2026, or until funds are exhausted, the Asbestos and Lead-Based Paint
Reimbursement Program (funded through the American Rescue Plan of 2021) and the Clean Classrooms
for Kids Program can reimburse up to two-thirds of the cost of abatement for eligible public schools, and
up to 100% of the cost for licensed child care facilities. NC DHHS also maintains lists of accredited asbestos
professionals and certified lead-based paint professionals for these institutions.
Union County provides educational materials about lead-based paint and other common hazards found
in structures to all housing contractors and citizens receiving housing rehabilitation assistance. When the
County provides CDBG funding for projects and activities, it uses the following policies and procedures to
ensure lead compliance:
• Requiring Phase I environmental reports to include an analysis of lead-based paint if a project
involves acquisition of pre-1978 multi-family projects.
• Requiring rehabilitation projects that involve identified lead-based paint issues to include
mitigation activities in the work specification write-up.
• Educating the community on the dangers of lead poisoning through distribution of brochures.
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FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 213
Union County Environmental Health’s Childhood Lead Prevention Program protects and improves the
health of children from the harmful effects of lead through the implementation of the North Carolina
Rules Governing Lead Poisoning Prevention in Children (15A NCAC 18A .3100). Union County
Environmental Health coordinates and assists in the environmental investigation of children who have
experienced lead poisoning. It also offers extensive resources on how to recognize lead poisoning,
identifies common sources of lead in homes, and lists of both lead-certified contractors and physicians
who can test children and pregnant women for lead exposure. The program has received recognition for
its creative, community-driven approach to raising awareness about childhood lead poisoning prevention.
This includes partnerships with local medical providers, targeted outreach to residents in Union County’s
historic home districts, and a Lead Prevention Story Time at the Union County Library.
Actions planned to reduce the number of poverty-level families
According to the 2019-2023 American Community Survey Data, approximately 7.7% of Union County
residents were living in poverty, much lower than the 13.2% of North Carolina residents living in poverty.
In Union County, female-headed households with children under 5 years are particularly affected with
13.5% living in poverty. The County’s goal is to reduce the extent of poverty by 5%, based on actions the
County and its nonprofit partners can control.
The County’s median household income was $113,755 as of the 2019-2023 ACS, much higher than the
North Carolina median household income of $86,947. Additionally, 57% of Union County residents had a
household income of over $100,000. While this is an indicator of a comparatively wealthy county, it also
reflects the fact that the population’s income is stratified, and the lowest income persons do not
necessarily earn a living wage. A high proportion of jobs available in the County are in the retail sector or
in the arts, entertainment, accommodation and food service sectors, which tend to offer low-paying jobs.
Positions in healthcare, management & administration usually require a bachelor’s degree or higher which
only 39.0% of the population 25 years and older possess, and higher-paying jobs in the manufacturing and
construction fields that do not require college degrees are in relatively short supply. Additionally, the
majority of high-paying jobs available to Union County residents also require a private automobile to
access them, whether they are based in Union County or elsewhere in the greater Charlotte area. There
is a need to increase employment, workforce development, self-sufficiency, educational training, and
transportation options for residents of the County.
The main anti-poverty strategy for the County is to attract a range of businesses and support workforce
development and job training for low- and moderate-income County residents. The County’s strategy will
also provide supportive services for targeted-income residents. Most of the priorities identified by the
County will reduce poverty, but the following priorities specifically address anti-poverty actions:
• HS-3 Homeownership - Assist low- and moderate-income homebuyers in purchasing homes
through down payment and closing cost assistance and associated housing counseling.
297
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 214
• HS-4 Housing Assistance - Provide funds for utility payments, deposits, and rental fees for low-
income households who are faced with the threat of eviction or who may be at risk of becoming
homeless.
• HO-3 Homelessness Prevention - Promote and assist in anti-eviction activities and work to resolve
unfair housing practices which may contribute to homelessness.
• CD-6 Clearance/Demolition - Remove and eliminate slum and blighting conditions through
demolition of vacant, abandoned, and dilapidated structures.
• ED-1 Employment - Support and encourage job creation, job retention, and job training
opportunities in partnership with nonprofits and educational institutions.
• ED-2 Development - Support business and commercial growth through expansion and
development including entrepreneurship and small business development in partnership with
economic development organizations.
• ED-3 Redevelopment - Plan and promote the development, redevelopment, and revitalization of
vacant commercial and industrial sites.
• ED-4 Financial Assistance - Support and encourage new economic development through local,
state, and Federal tax incentives and programs such as Tax Incremental Financing (TIF), Local
Economic Revitalization Tax Assistance (LERTA), Enterprise Zones/Entitlement Communities,
Section 108 Loan Guarantees, Economic Development Initiative (EDI) funds, Opportunity Zones,
Congressionally Directed Spending, etc.
Actions planned to develop institutional structure
There is an ever-increasing demand for services due to factors such as lack of employment opportunities,
increasing cost of housing, persistent mental health and substance abuse challenges, and reductions in
funding. Union County supports its homeless and at-risk population by working with its existing provider
network. To strengthen this network, the County continues to participate in regional planning groups and
forums such as Thrive! Union to foster collaboration with government agencies, nonprofit organizations,
and other private and public service providers. This helps the County and its partners identify common
goals and strategies to avoid overlaps in services and programs and identify potential for leveraging
resources to close the needs gap.
The County’s strategy for developing institutional structure includes the following:
• HO-2 Support and Management Services - Promote and assist supportive and management
services for public and non-profit agencies and organizations which assist persons who are
homeless or who are at risk of becoming homeless.
• SN-3 Social Services - Promote and support social service programs and facilities that address
populations with special needs, including but not limited to the elderly, persons with disabilities,
veterans, and victims of domestic violence.
298
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 215
• CD-3 Public Services - Improve and enhance public services and programs for youth, the elderly,
persons with disabilities, and general social/welfare public service programs for low- and
moderate-income County residents.
• AM-1 Overall Coordination - Provide program management and oversight for the successful
administration of Federal, State, and locally funded programs, including planning services for
special studies, annual action plans, five-year consolidated plans, substantial amendments,
consolidated annual performance and evaluation reports (CAPER), environmental reviews and
clearances, fair housing, and compliance with all Federal, State, and local laws and regulations.
The strategy is based on information derived from the gaps/priorities identified initially through the work
of the North Carolina Coalition to End Homelessness and refined through discussions with public and
private stakeholders.
Actions planned to enhance coordination between public and private housing and social
service agencies
Union County works with the following agencies to enhance coordination:
• Monroe Housing Authority - The County remains abreast of Monroe Housing Authority (MHA)
activities, and County residents are appointed to the MHA Board of Commissioners by the Mayor
of Monroe. MHA administers Section 8 Vouchers in the County and County. Additionally, MHA’s
nonprofit affiliate Community Advancement & Redevelopment Enterprises Inc. (CARE) operates
four Project-Based Voucher (PBV) housing developments.
• Community Shelter of Union County - The County and the Community Shelter coordinate their
efforts to ensure homeless persons have access to food and shelter. The County also provides
Federal and local funds to the Community Shelter for operation and expansion.
• Social Services Agencies - The County provides funds to improve services for low- and moderate-
income persons.
• Housing Providers - The County provides funds to rehabilitate and develop affordable housing
and to provide housing options for low- and moderate-income households.
As part of the annual CDBG application process, local agencies and organizations are invited to submit
proposals for CDBG funds for eligible activities. These groups participate in the planning process by
attending the public hearings, participating in informational meetings, and completing survey forms.
Discussion:
The County’s Budget & Grants Management Department is responsible for monitoring the Consolidated
Plan and Annual Action Plans, including maintaining records on the progress toward meeting their goals
and ensuring the statutory and regulatory compliance of each activity. The timeliness of expenditure is
299
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 216
achieved through scheduling activities, drawdown of funds, and budgets. Program modifications may be
considered if project activities are not able to be completed within the allowable time limits of the grant.
The County is also responsible for the ongoing monitoring of subrecipients for similar compliance. It will
report its goal progress in a Consolidated Annual Performance and Evaluation Report (CAPER) following
each Annual Action Plan period.
300
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 217
Program Specific Requirements
AP-90 Program Specific Requirements - 91.220(l)(1,2,4)
Introduction:
Union County receives an annual allocation of CDBG funds. Since the County receives this federal
allocation the questions below have been completed, as they are applicable.
Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects
Table. The following identifies program income that is available for use that is included in projects to be
carried out.
1. The total amount of program income that will have been received before the
start of the next program year and that has not yet been reprogrammed
$0
2. The amount of proceeds from section 108 loan guarantees that will be used
during the year to address the priority needs and specific objectives identified
in the grantee's strategic plan
3. The amount of surplus funds from urban renewal settlements
4. The amount of any grant funds returned to the line of credit for which the
planned use has not been included in a prior statement or plan.
5. The amount of income from float-funded activities
Total Program Income $0
Other CDBG Requirements
1. The amount of urgent need activities $0
2. The estimated percentage of CDBG funds that will be used for activities
that benefit persons of low- and moderate-income Overall Benefit - A
consecutive period of one, two or three years may be used to determine that
a minimum overall benefit of 70% of CDBG funds is used to benefit persons
of low and moderate income. Specify the years covered that include this
Annual Action Plan. 100%
In FY 2026 Union County will receive $843,937.00 in CDBG funds. The County will budget $42,196.00
(5.0%) for General Program Administration and $126,590.00 (15.0%) for Public Services. For the FY 2026
Program Year, 100% of CDBG funds will be allocated to activities which benefit low- and moderate-income
persons, which is above the 70% minimum requirement. No money (0%) has been allocated for slum and
blight removal activities.
301
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 218
Discussion
The County solicits applications for CDBG funds; applications are sent out to a list of agencies,
organizations, and housing providers that have previously submitted an application or which have
expressed an interest in submitting an application. The application is reviewed by staff and any questions
are discussed with the applicant.
Information on the Home Repair Program is available on the County’s website. Applications are available
and are accepted on a first-come first-served basis. Furthermore, County staff provides information
throughout the County. This includes information pamphlets and workshops with realtors, mortgage
lenders, and potential applicants.
CDBG Program Income:
Union County anticipates receiving no ($0) CDBG program income in FY 2026.
CDBG Percentages:
• Administrative Percentage: 5.0% (maximum of 20%)
• Public Service Percentage: 15.0% (maximum of 15%)
• Low and Moderate-Income Percentage: 100% (minimum of 70%)
• Slum and Blight Activities Percentage: 0% (maximum of 30%)
302
FY 2026-2030 Five-Year Consolidated Plan Union County, North Carolina
OMB Control No: 2506-0117 (exp. 06/30/2026) 219
Exhibits
Attached to this Five-Year Consolidated Plan are the following documents:
• SF 424 Forms
• Certifications
• First Public Hearing
• Second Public Hearing
• Resident Surveys
• Agency/Organization Surveys
• Agency/Organization Meetings
• Resolution
303
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-308 Agenda Date:6/1/2026
TITLE:..title
Minutes for Approval
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been sent to the Commissioners for review.
FINANCIAL IMPACT:
None
Union County, NC Printed on 5/19/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-293 Agenda Date:6/1/2026
TITLE:..title
Human Resources Reports for April 2026
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These reports include all new hires, separations from service, and retirements for Union County
Local Government for the month of April 2026.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/18/2026Page 1 of 1
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Name
4/18/26
4/6/26
4/6/26
4/6/26
4/20/26
4/6/26
4/20/26
4/11/26
4/19/26
4/20/26
4/6/26
4/6/26
4/6/26
4/20/26
4/6/26
4/6/26
4/20/26
4/20/26
UNION COUNTY PERSONNEL REPORT
REPORT OF NEW HIRES
April 2026
Hire Date Position
BOARD OF ELECTIONS
MATTHEW J CHILDS ONE STOP OFFICE SUPPORT
FLEET MANAGEMENT
FAYE Y EVERALL ADMINISTRATIVE PROFESSIONAL II
HS - BUSINESS OPERATIONS
DARBY P SAMES CUSTOMER SERVICE SPECIALIST
HS - PUBLIC HEALTH
CRYSTAL L CRAWFORD PUBLIC HEALTH NURSE
HS - SOCIAL SERVICES
CARIDAD BLANCO SCHOOL SOCIAL WORKER
HS - TRANSPORTATION
AUBREY V ROGERS TRANSPORTATION DRIVER BPT
GREGORY M SLEDGE TRANSPORTATION DRIVER PT
PARKS AND RECREATION
ALISON L METZ PARK ATTENDANT - SEASONAL
MASON B CARNES PARK ATTENDANT - SEASONAL
PUBLIC LIBRARY
VIGNESH SRIRAM LIBRARY ASSOCIATE PT
SHERIFF/JAIL/FAC 80.5 HRS
SAMUEL GONZALEZ DETENTION OFFICER
SKYLA B HANNAH DETENTION OFFICER
STEPHEN D MARSH DEPUTY SHERIFF
BRANDON C STANLEY DETENTION OFFICER
TA - ASSESSMENT
CHRISTINE M MANGONE REAL ESTATE APPRAISER I
UCW - UTILITY BUSINESS SVCS
COLTON E DONOVAN AMI TECHNICIAN
UCW - WATER & WASTEWATER OPS
JOSE M HIRALDO SANCHEZ UTILITY TECHNICIAN I
COLLIN H O'KEEF WASTEWATER TRT PLANT OP I
Page 1 of 1
306
Name
COUNTY MANAGER'S OFFICE
MELANY L PAIZ HONG 3/9/26 4/30/26 INTERN
WASTEWATER TRT PLANT OP IV
RETIREES
COOPERATIVE EXTENSION
ARIANA M ESPINOSA CEDENO 3/9/26 4/30/26 INTERN
MCKINLEY E LAVERY 8/25/25 4/30/26 UTILITY TECHNICIAN I
COLLIN H O'KEEF 4/20/26 4/22/26 WASTEWATER TRT PLANT OP I
SAMUEL W HALL 4/12/21 4/2/26 UTILITY TECHNICIAN II
HAILEY ROJAS 3/9/26 4/30/26 INTERN
SOLID WASTE
HARRY T MCLENDON 2/12/24 4/24/26 EQUIPMENT OPERATOR
UCW - WATER & WASTEWATER OPS
DONALD B CHRISTIAN 10/14/19 4/8/26 SHERIFF'S LEGAL COUNSEL
EMILY E TANCREDI 3/24/25 4/16/26 EVIDENCE TECHNICIAN
SECURITY & RISK MANAGEMENT
VINCENT C SCIASCIA 11/4/24 4/24/26 RISK MANAGER
SHERIFF/JAIL/FACILITIES
HS - SOCIAL SERVICES
DIAHNA C WALLACE 8/28/23 4/30/26 SOCIAL WORKER
FAYTH C FARQUHAR 10/20/25 4/2/26 ELIGIBILITY SPECIALIST
GARY M SIDES 12/2/24 4/6/26 BOARD OF COUNTY COMMISSIONERS
HS - PUBLIC HEALTH
MARIA A VERMETTE 2/24/25 4/8/26 PUBLIC HEALTH NURSE
JAMES M WILKERSON 9/12/11 4/30/26 BUILDING INSPECTOR SUPERVISOR
SEPARATION FROM SERVICE
BOARD OF COMMISSIONERS
UCW - WATER & WASTEWATER OPS
TIMOTHY J HARRELL 7/7/18 4/30/26
UNION COUNTY PERSONNEL REPORT
REPORT OF RETIREES AND SEPARATIONS FROM SERVICE
April 2026
Hire Date Separation Date Position
BUILDING CODE ENFORCEMENT
Page 1 of 1
307
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-297 Agenda Date:6/1/2026
TITLE:..title
Tax Refunds, Releases and Prorations Approved by Finance Officer
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a Resolution Delegating Authority for
Tax Releases and Refunds of less than $100 to Union County's Finance Officer. The resolution and
NC GS 105-381(b) require such refunds to be reported to the Board regarding actions taken on
requests for releases or refunds. All such actions shall be recorded in the Board's minutes. NC GS
105-330.6 authorizes the tax collector to direct an order for a tax refund of prorated taxes to the
county finance officer related to surrendering of registered motor vehicle plates. The finance officer
shall issue a refund to the vehicle owner. The attached report is for April 2026 NCVTS releases and
refunds less than $100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/19/2026Page 1 of 1
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Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
001 TAX ($12.94)$0.00017TAX($4.66)$0.00
003 TAX ($1.39)$0.00
005 TAX ($0.31)$0.00
004 TAX ($2.31)$0.00002TAX($29.67)$0.00
Refund
001 TAX ($92.18)$0.00
930 TAX ($16.40)$0.00016TAX($46.33)$0.00
003 TAX ($8.69)$0.00
005 TAX ($3.69)$0.00
004 TAX ($31.90)$0.00002TAX($219.63)$0.00
Refund
001 TAX ($6.63)$0.00
800 TAX ($2.07)$0.00026TAX($1.80)$0.00
003 TAX ($0.62)$0.00
005 TAX ($0.26)$0.00
004 TAX ($2.30)$0.00002TAX($15.79)$0.00
Refund
001 TAX ($8.49)$0.00
016 TAX ($4.27)$0.00
003 TAX ($0.80)$0.00005TAX($0.34)$0.00
004 TAX ($2.94)$0.00
002 TAX ($20.23)$0.00
Refund001TAX($0.52)$0.00
500 TAX ($1.35)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.22)$0.00003TAX($0.05)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.18)$0.00
002 TAX ($1.25)$0.00
Refund
001 TAX ($2.21)$0.00
500 TAX ($5.70)$0.00
500 VEHICLE FEE $0.00 $0.00028TAX($0.90)$0.00
003 TAX ($0.21)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.76)$0.00002TAX($5.26)$0.00
Refund
001 TAX ($35.45)$0.00
017 TAX ($22.49)$0.00
003 TAX ($3.35)$0.00005TAX($1.42)$0.00
004 TAX ($12.26)$0.00
002 TAX ($84.44)$0.00
Refund001TAX($22.03)$0.00
026 TAX ($5.96)$0.00
003 TAX ($2.08)$0.00
005 TAX ($0.88)$0.00004TAX($7.63)$0.00
002 TAX ($52.49)$0.00
Refund
001 TAX ($14.92)$0.00600TAX($16.91)$0.00
019 TAX ($5.83)$0.00
003 TAX ($1.60)$0.00
005 TAX ($0.36)$0.00004TAX($2.67)$0.00
002 TAX ($34.21)$0.00
Refund
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
($12.94)
($4.66)
($1.39)($0.31)
($2.31)
736479888
Refund Generated due to proration on Bill #0077255039-2024-2024-0000-00
Vehicle Sold 4/14/2026 4/15/2026MARSHVILLE, NC 28103 Proration 0077255039 RE4107 AUTHORIZEDASBERRY, BRIANA MARIE TYSON
ASBERRY, BRIANA MARIE TYSON
ASBERRY, JUSTIN MICHAEL
1125 TRAYWICK RD
4/2/2026 4/6/2026
($92.18)
($16.40)
($46.33)
($8.69)($3.69)
($31.90)
($219.63)
$418.82
($29.67)
$51.28
BAJ
MOTORSPORTS LLC
BAJ MOTORSPORTS LLC
8804 UNIONVILLE BRIEF RD
MONROE, NC 28110 Proration 0064574015 JMF2526 AUTHORIZED 857108021
Refund Generated due to proration on Bill #0064574015-2025-2025-0000-00
Vehicle Sold
($6.63)
($2.07)
($1.80)
($0.62)($0.26)858620042
Refund Generated due to adjustment on Bill #0090021952-2025-2025-0000-00
Situs error 4/10/2026WAXHAW, NC 28173 Adjustment < $100 0090021952 AA3288E PENDINGBECK, BRYON REID BECK, BRYON REID 595 LANDSBURY DR
Vehicle Sold 4/14/2026 4/15/2026
($8.49)($4.27)
($0.80)
($0.34)
($2.94)($20.23)
$37.07
($2.30)
($15.79)
$29.47
BEDELL, DOROTHEA BARNETTE
BEDELL, DOROTHEA BARNETTE
9607 MILL GROVE RD INDIAN TRAIL, NC 28079 Proration 0079081612 YRZ2562 AUTHORIZED 736480014
Refund Generated due to proration on Bill #0079081612-2025-2025-0000-00
BELANGER, ROBERT GERARD JR
BELANGER, ROBERT GERARD JR
4509 WAXHAW FARMS RD
($0.02)($0.18)
($1.25)
$3.59
($0.52)
($1.35)$0.00
($0.22)
($0.05)985191920
Refund Generated due to proration on Bill #0028641862-2025-2025-0000-00
Vehicle Sold 4/27/2026 4/28/2026WAXHAW, NC 28173 Proration 0028641862 XVK1799 AUTHORIZEDBELANGER, ROBERT GERARD BELANGER, ROBERT GERARD 4509 WAXHAW FARM RD
($0.09)
($0.76)
($5.26)
$15.13
($2.21)($5.70)
$0.00
($0.90)
($0.21)985191904
Refund Generated due to proration on Bill #0028641887-2025-2025-0000-00
Vehicle Sold 4/27/2026 4/28/2026WAXHAW, NC 28173 Proration 0028641887 TMS2467 AUTHORIZED
BLANTON, DWAYNE THOMAS BLANTON, DWAYNE THOMAS 8924 KENTUCKY DERBY DR WAXHAW, NC 28173 Proration 0088327306 KFF4447 AUTHORIZED 737702580
Refund Generated due to proration on Bill #0088327306-2025-2025-0000-00
Vehicle Sold
($35.45)($22.49)
($3.35)
($1.42)
($12.26)
738894816
Refund Generated due to proration on Bill #0081211715-2025-2025-0000-00
Vehicle Sold 4/27/2026 4/28/2026MARSHVILLE, NC 28103 Proration 0081211715 BLAL0CK2 AUTHORIZEDBLALOCK, KELLEY TODD BLALOCK, KELLEY TODD BLALOCK, LISA COOK 4803 HOLLY SCHOOL RD
BOSOVETS, EDUARD 601 PICKETTS CIR
4/21/2026 4/22/2026
($22.03)
($5.96)($2.08)
($0.88)
($7.63)
($52.49)
$91.07
($84.44)
$159.41
($2.67)
($34.21)
$76.50
($14.92)
($16.91)
($5.83)($1.60)
($0.36)857814741
Refund Generated due to proration on Bill #0084225686-2024-2024-0000-00
Vehicle Sold 4/6/2026 4/7/2026INDIAN TRAIL, NC 28079 Proration 0084225686 VDX3232 AUTHORIZEDBOSOVETS, EDUARD
Page 1 of 15
309
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($2.61)$0.00600TAX($2.95)$0.00
026 TAX ($0.64)$0.00
003 TAX ($0.28)$0.00
005 TAX ($0.06)$0.00004TAX($0.47)$0.00
002 TAX ($5.97)$0.00
Refund
001 TAX ($18.31)$0.00300TAX($40.72)$0.00
300 VEHICLE FEE $0.00 $0.00
022 TAX ($11.71)$0.00
003 TAX ($1.72)$0.00005TAX($0.73)$0.00
004 TAX ($6.34)$0.00
002 TAX ($43.63)$0.00
Refund001TAX($17.46)$0.00
026 TAX ($4.72)$0.00
003 TAX ($1.65)$0.00
005 TAX ($0.70)$0.00004TAX($6.04)$0.00
002 TAX ($41.61)$0.00
Refund
001 TAX ($5.12)$0.00
025 TAX ($2.03)$0.00003TAX($0.48)$0.00
005 TAX ($0.21)$0.00
004 TAX ($1.77)$0.00
002 TAX ($12.19)$0.00
Refund
001 TAX ($3.69)$0.00
600 TAX ($5.58)$0.00
019 TAX ($1.63)$0.00003TAX($0.35)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.28)$0.00
002 TAX ($8.79)$0.00
Refund
001 TAX ($12.64)($0.64)
200 TAX ($49.49)($2.47)
200 VEHICLE FEE $0.00 $0.00003TAX($1.19)($0.05)
005 TAX ($0.50)($0.03)
004 TAX ($4.37)($0.22)
002 TAX ($30.12)($1.50)
Refund
001 TAX ($11.80)$0.00
700 TAX ($19.84)$0.00
700 VEHICLE FEE $0.00 $0.00
020 TAX ($4.85)$0.00003TAX($1.12)$0.00
005 TAX ($0.47)$0.00
004 TAX ($4.08)$0.00
002 TAX ($28.12)$0.00
Refund
001 TAX ($1.83)$0.00
026 TAX ($0.49)$0.00
003 TAX ($0.17)$0.00005TAX($0.07)$0.00
004 TAX ($0.63)$0.00
002 TAX ($4.35)$0.00
Refund001TAX($20.82)$0.00
970 TAX ($4.17)$0.00
026 TAX ($5.63)$0.00
003 TAX ($1.97)$0.00005TAX($0.83)$0.00
004 TAX ($7.20)$0.00
002 TAX ($49.61)$0.00
Refund
BOWMAN, SUZETTE GAIL BOWMAN, SUZETTE GAIL 1007 NUTGROVE LN INDIAN TRAIL, NC 28079 Proration 0047683236 DJJ1449 AUTHORIZED 860891325
Refund Generated due to proration on Bill #0047683236-2024-2024-0000-00
BRADSHAW, TIMOTHY SCOTT BRADSHAW, TIMOTHY SCOTT 520 BIVENS ST
Vehicle Sold 4/22/2026 4/23/2026
($2.61)
($2.95)
($0.64)($0.28)
($0.06)
($0.47)
($5.97)
$12.98
($0.73)
($6.34)($43.63)
$123.16
($18.31)
($40.72)
$0.00($11.71)
($1.72)981280208
Refund Generated due to proration on Bill #0074538291-2025-2025-0000-00
Vehicle Sold 4/10/2026 4/16/2026WINGATE, NC 28174 Proration 0074538291 TSB1961 AUTHORIZED
BRIGGS, MICHAEL BRIGGS, MICHAEL
BRIGGS, STEPHANIE MARIE
9123 LANCASTER HWY WAXHAW, NC 28173 Proration 0081148508 LFM1212 AUTHORIZED 738348570
Refund Generated due to proration on Bill #0081148508-2025-2025-0000-00
Vehicle Sold
($17.46)
($4.72)($1.65)
($0.70)
($6.04)
735959904
Refund Generated due to proration on Bill #0051500557-2025-2025-0000-00
Vehicle Sold 4/10/2026 4/16/2026WAXHAW, NC 28173 Proration 0051500557 YRWEHERE AUTHORIZEDBREWER, SETH CURTIS BREWER, SETH CURTIS 805 DEERCROSS LN
BUTLER, WILLIAM SCOTT 1259 EGRETS PT
4/24/2026 4/27/2026
($5.12)
($2.03)
($0.48)
($0.21)($1.77)
($12.19)
$21.80
($41.61)
$72.18
($1.28)
($8.79)
$21.47
CABRERA, VANESSA CABRERA, VANESSA 318 WHARTON ST MONROE, NC 28110 Proration 0069623606 PEV6252 AUTHORIZED 860889841
Refund Generated due to proration on Bill #0069623606-2025-2025-0000-00
($3.69)($5.58)
($1.63)
($0.35)
($0.15)858131582
Refund Generated due to proration on Bill #0086146571-2025-2025-0000-00
Vehicle Sold 4/8/2026 4/9/2026HARTSIVLLE, SC 29550 Proration 0086146571 RKV9514 AUTHORIZEDBUTLER, WILLIAM SCOTT
CAMPBELL LOMBARDI, RACHEL LAUREN
CAMPBELL LOMBARDI, RACHEL LAUREN 9002 BRAD CT
Vehicle Sold 4/22/2026 4/23/2026
($13.28)($51.96)
$0.00
($1.24)
($0.53)($4.59)
($31.62)
$103.22
($0.47)($4.08)
($28.12)
$70.28
($11.80)
($19.84)$0.00
($4.85)
($1.12)981929192
Refund Generated due to proration on Bill #0080770280-2025-2025-0000-00
Vehicle Sold 4/13/2026 4/14/2026MATTHEWS, NC 28104 Proration 0080770280 TCA1858 AUTHORIZED
($1.83)($0.49)
($0.17)
($0.07)
($0.63)
738895374
Refund Generated due to proration on Bill #0027415454-2025-2025-0000-00
Vehicle Sold 4/27/2026 4/28/2026MONROE, NC 28110 Proration 0027415454 WNC7446 AUTHORIZEDCAMPBELL, NATHAN RUSSELL
CAMPBELL, NATHAN RUSSELL
1116 WILLOUGHBY RD
4/7/2026 4/8/2026
($20.82)
($4.17)($5.63)
($1.97)
($0.83)
($7.20)($49.61)
$90.23
($4.35)
$7.54
CARLTON, STEVE TROY CARLTON, STEVE TROY
CARLTON, ELIZABETH ANNE
6385 CELTIC XING HARTFORD, WI 53027 Proration 0075130327 KMC8550 AUTHORIZED 857845156
Refund Generated due to proration on Bill #0075130327-2025-2025-0000-00
Reg . Out of state
Page 2 of 15
310
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($0.67)$0.00200TAX($2.06)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.07)$0.00
005 TAX ($0.01)$0.00004TAX($0.12)$0.00
002 TAX ($1.53)$0.00
Refund
001 TAX ($6.40)$0.00970TAX($0.65)$0.00
026 TAX ($1.56)$0.00
003 TAX ($0.69)$0.00
005 TAX ($0.15)$0.00004TAX($1.14)$0.00
002 TAX ($14.68)$0.00
Refund
001 TAX ($19.31)$0.00017TAX($6.96)$0.00
003 TAX ($2.07)$0.00
005 TAX ($0.46)$0.00
004 TAX ($3.46)$0.00002TAX($44.28)$0.00
Refund
001 TAX ($8.99)$0.00
200 TAX ($35.20)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($0.85)$0.00
005 TAX ($0.36)$0.00
004 TAX ($3.11)$0.00
002 TAX ($21.42)$0.00
Refund
001 TAX ($11.93)$0.00
700 TAX ($20.07)$0.00
700 VEHICLE FEE $0.00 $0.00023TAX($4.53)$0.00
003 TAX ($1.13)$0.00
005 TAX ($0.48)$0.00
004 TAX ($4.12)$0.00002TAX($28.43)$0.00
Refund
001 TAX ($10.94)$0.00
700 TAX ($18.38)$0.00700VEHICLE FEE $0.00 $0.00
023 TAX ($4.15)$0.00
003 TAX ($1.03)$0.00
005 TAX ($0.44)$0.00004TAX($3.79)$0.00
002 TAX ($26.04)$0.00
Refund
001 TAX ($10.97)$0.00
200 TAX ($42.93)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($1.03)$0.00
005 TAX ($0.44)$0.00
004 TAX ($3.80)$0.00002TAX($26.13)$0.00
Refund
001 TAX ($13.73)$0.00
700 TAX ($23.09)$0.00700VEHICLE FEE $0.00 $0.00
023 TAX ($5.22)$0.00
003 TAX ($1.29)$0.00
005 TAX ($0.55)$0.00004TAX($4.75)$0.00
002 TAX ($32.72)$0.00
Refund
001 TAX ($13.92)$0.00026TAX($3.40)$0.00
003 TAX ($1.49)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.49)$0.00002TAX($31.92)$0.00
Refund
($0.67)
($2.06)
$0.00($0.07)
($0.01)860651169
Refund Generated due to proration on Bill #0042586638-2024-2024-0000-00
Vehicle Sold 4/21/2026 4/22/2026MONROE, NC 28110 Proration 0042586638 PJV9341 AUTHORIZEDCARPENTER, BRIAN SCOTT CARPENTER, BRIAN SCOTT 908 SWEET PEA ST
Vehicle Totalled 4/15/2026 4/16/2026
($6.40)
($0.65)
($1.56)($0.69)
($0.15)
($1.14)
($14.68)
$25.27
($0.12)
($1.53)
$4.46
CHESTER, JOHN AUBREY CHESTER, JOHN AUBREY 515 CONAWAY CT WAXHAW, NC 28173 Proration 0083430399 REW7001 AUTHORIZED 859490807
Refund Generated due to proration on Bill #0083430399-2024-2024-0000-00
($19.31)
($6.96)
($2.07)($0.46)
($3.46)
735959796
Refund Generated due to proration on Bill #0084502164-2024-2024-0000-00
Vehicle Sold 4/10/2026 4/16/2026STANFIELD, NC 28163 Proration 0084502164 VN8737 AUTHORIZEDCOAN, PRESTIN TATE COAN, PRESTIN TATE 5315 LAKE GLENN DR
4/2/2026 4/6/2026
($8.99)($35.20)
$0.00
($0.85)
($0.36)($3.11)
($21.42)
$69.93
($44.28)
$76.54
CRAIGIE, KYLE MARTIN CRAIGIE, KYLE MARTIN
CRAIGIE, CONNIE BROWNING
3531 SAVANNAH WAY MONROE, NC 28110 Proration 0074563771 EHJ4153 AUTHORIZED 857107160
Refund Generated due to proration on Bill #0074563771-2025-2025-0000-00
Vehicle Totalled
DEERE, JOHN ALAN JR DEERE, JOHN ALAN JR 2206 FLAGSTICK DR
($0.48)
($4.12)
($28.43)
$70.69
($11.93)($20.07)
$0.00
($4.53)
($1.13)982548416
Refund Generated due to proration on Bill #0057789019-2025-2025-0000-00
Vehicle Sold 4/16/2026 4/17/2026MATTHEWS, NC 28104 Proration 0057789019 HB4494 AUTHORIZEDCURYLO, ROBERT BLAINE CURYLO, ROBERT BLAINE 6103 ABERGELE LN
($0.44)
($3.79)
($26.04)
$64.77
($10.94)
($18.38)
$0.00
($4.15)($1.03)985250416
Refund Generated due to proration on Bill #0089502740-2025-2025-0000-00
Vehicle Sold 4/28/2026 4/29/2026MATTHEWS, NC 28104 Proration 0089502740 MBD4031 AUTHORIZED
DESMEDT, JOHN JAMES DESMEDT, JOHN JAMES 722 GALWAY CT MATTHEWS, NC 28104 Proration 0063091113 JAR5140 AUTHORIZED 978971368
Refund Generated due to proration on Bill #0063091113-2025-2025-0000-00
($10.97)
($42.93)
$0.00
($1.03)($0.44)856601158
Refund Generated due to proration on Bill #0063081675-2025-2025-0000-00
Vehicle Totalled 4/1/2026 4/2/2026MONROE, NC 28112 Proration 0063081675 TEF5261 AUTHORIZEDDELCO, TERESA THREATT DELCO, TERESA THREATT 854 T J DR
Vehicle Sold 4/1/2026 4/2/2026
($13.73)
($23.09)
$0.00
($5.22)($1.29)
($0.55)
($4.75)
($32.72)
$81.35
($3.80)
($26.13)
$85.30
($13.92)
($3.40)
($1.49)($0.33)
($2.49)
737906904
Refund Generated due to proration on Bill #0053997108-2024-2024-0000-00
Vehicle Sold 4/22/2026 4/23/2026WAXHAW, NC 28173 Proration 0053997108 HDH5274 AUTHORIZEDEISENBERG, GORDON HOWARD EISENBERG, GORDON HOWARD 1213 FOXFIELD RD
($31.92)
$53.55
Page 3 of 15
311
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($22.98)$0.00970TAX($2.32)$0.00
026 TAX ($5.61)$0.00
003 TAX ($2.46)$0.00
005 TAX ($0.55)$0.00004TAX($4.11)$0.00
002 TAX ($52.70)$0.00
Refund
001 TAX ($15.09)$0.00600TAX($22.83)$0.00
023 TAX ($5.73)$0.00
003 TAX ($1.42)$0.00
005 TAX ($0.61)$0.00004TAX($5.22)$0.00
002 TAX ($35.95)$0.00
Refund
001 TAX ($2.91)$0.00600TAX($3.30)$0.00
023 TAX ($0.91)$0.00
003 TAX ($0.31)$0.00
005 TAX ($0.07)$0.00004TAX($0.52)$0.00
002 TAX ($6.67)$0.00
Refund
001 TAX ($1.72)$0.00
200 TAX ($5.29)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($0.18)$0.00
005 TAX ($0.04)$0.00
004 TAX ($0.31)$0.00002TAX($3.94)$0.00
Refund
001 TAX ($5.19)$0.00
900 TAX ($7.39)$0.00023TAX($1.97)$0.00
003 TAX ($0.49)$0.00
005 TAX ($0.21)$0.00
004 TAX ($1.80)$0.00002TAX($12.36)$0.00
Refund
001 TAX ($14.67)$0.00
200 TAX ($57.42)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($1.38)$0.00
005 TAX ($0.58)$0.00
004 TAX ($5.08)$0.00002TAX($34.95)$0.00
Refund
001 TAX ($14.64)$0.00
800 TAX ($2.24)$0.00
026 TAX ($3.57)$0.00003TAX($1.57)$0.00
005 TAX ($0.35)$0.00
004 TAX ($2.62)$0.00
002 TAX ($33.57)$0.00
Refund
001 TAX ($79.69)$0.00
026 TAX ($21.55)$0.00
003 TAX ($7.52)$0.00005TAX($3.19)$0.00
004 TAX ($27.58)$0.00
002 TAX ($189.87)$0.00
Refund001TAX($22.74)$0.00
023 TAX ($8.64)$0.00
003 TAX ($2.14)$0.00
005 TAX ($0.91)$0.00004TAX($7.87)$0.00
002 TAX ($54.18)$0.00
Refund
4/24/2026 4/27/2026
($22.98)
($2.32)
($5.61)($2.46)
($0.55)
($4.11)
($52.70)
$90.73
EVANS, DOUGLAS PHILLIP
EVANS, DOUGLAS PHILLIP
1618 CRESTGATE DR WAXHAW, NC 28173 Proration 0071571588 KDX3830 AUTHORIZED 861407155
Refund Generated due to proration on Bill #0071571588-2024-2024-0000-00
Vehicle Sold
($15.09)
($22.83)
($5.73)($1.42)
($0.61)860890121
Refund Generated due to proration on Bill #0062246669-2025-2025-0000-00
Vehicle Sold 4/22/2026 4/23/2026INDIAN TRAIL, NC 28079 Proration 0062246669 YRZ3893 AUTHORIZEDFAIRWAY FORMS AND PRINTING INC
FAIRWAY FORMS AND PRINTING INC
7000 STINSON HARTIS RD STE A
Vehicle Sold 4/21/2026 4/22/2026
($2.91)
($3.30)
($0.91)($0.31)
($0.07)
($0.52)
($6.67)
$14.69
($5.22)
($35.95)
$86.85
FORD, SYREETA ANDREA FORD, SYREETA ANDREA 4005 SHADOW PINES CIR INDIAN TRAIL, NC 28079 Proration 0017926921 0987DS AUTHORIZED 860651596
Refund Generated due to proration on Bill #0017926921-2024-2024-0000-00
($1.72)
($5.29)
$0.00
($0.18)($0.04)856601228
Refund Generated due to proration on Bill #0083740629-2024-2024-0000-00
Vehicle Sold 4/1/2026 4/2/2026MONROE, NC 28110 Proration 0083740629 LHZ3062 AUTHORIZEDGARCIA DEARA, JUAN MANUEL GARCIA DEARA, JUAN MANUEL 2920 OLD CHARLOTTE HWY
Vehicle Sold 4/15/2026 4/16/2026
($5.19)
($7.39)
($1.97)
($0.49)($0.21)
($1.80)
($12.36)
$29.41
($0.31)
($3.94)
$11.48
GERMAN, JAMES
LAWRENCE ALEKHIN
GERMAN, JAMES
LAWRENCE ALEKHIN
6817 CREFT CIR INDIAN TRAIL, NC 28079 Proration 0086684767 VHM5540 AUTHORIZED 859490261
Refund Generated due to proration on Bill #0086684767-2025-2025-0000-00
($14.67)
($57.42)
$0.00
($1.38)($0.58)858620154
Refund Generated due to proration on Bill #0064276313-2025-2025-0000-00
Vehicle Totalled 4/10/2026 4/16/2026MONROE, NC 28110 Proration 0064276313 JMF1959 AUTHORIZEDGOVENOR, SHANE DAVID GOVENOR, SHANE DAVID GOVENOR, ATHENA PEARL 3430 PEBBLE DR
Vehicle Sold 4/2/2026 4/6/2026
($14.64)($2.24)
($3.57)
($1.57)
($0.35)($2.62)
($33.57)
$58.56
($5.08)
($34.95)
$114.08
GRAY, KENNETH AARON GRAY, KENNETH AARON EDENS, BAIGE NICOLE 1016 ESTATE LN MATTHEWS, NC 28104 Proration 0085612518 VFC9770 AUTHORIZED 857108119
Refund Generated due to proration on Bill #0085612518-2024-2024-0000-00
($79.69)($21.55)
($7.52)
($3.19)
($27.58)
738134484
Refund Generated due to proration on Bill #0088720128-2025-2025-0000-00
Vehicle Totalled 4/23/2026 4/24/2026INDIAN TRAIL, NC 28079 Proration 0088720128 TMW9991 AUTHORIZEDGRIFFIN, CHASE EDWARD GRIFFIN, CHASE EDWARD 1219 ANNISTON PL
4/9/2026 4/10/2026
($22.74)
($8.64)($2.14)
($0.91)
($7.87)
($54.18)
$96.48
($189.87)
$329.40
GRIFFITH, GREGORY SCOTT GRIFFITH, GREGORY SCOTT 4410 ZEE CT MONROE, NC 28110 Proration 0074940251 JAH9609 AUTHORIZED 735747474
Refund Generated due to proration on Bill #0074940251-2025-2025-0000-00
Vehicle Sold
Page 4 of 15
312
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($20.26)$0.00500TAX($52.28)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($8.29)$0.00
003 TAX ($1.91)$0.00005TAX($0.81)$0.00
004 TAX ($7.01)$0.00
002 TAX ($48.27)$0.00
Refund001TAX($16.77)$0.00
600 TAX ($25.35)$0.00
023 TAX ($6.37)$0.00
003 TAX ($1.58)$0.00005TAX($0.67)$0.00
004 TAX ($5.80)$0.00
002 TAX ($39.94)$0.00
Refund001TAX($3.59)$0.00
970 TAX ($0.36)$0.00
026 TAX ($0.87)$0.00
003 TAX ($0.38)$0.00005TAX($0.08)$0.00
004 TAX ($0.64)$0.00
002 TAX ($8.23)$0.00
Refund
001 TAX ($3.15)$0.00003TAX($0.34)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.56)$0.00
002 TAX ($7.22)$0.00
Refund
001 TAX ($21.47)$0.00
500 TAX ($55.39)$0.00
500 VEHICLE FEE $0.00 $0.00028TAX($8.78)$0.00
003 TAX ($2.02)$0.00
005 TAX ($0.86)$0.00
004 TAX ($7.43)$0.00002TAX($51.15)$0.00
Refund
001 TAX ($31.08)$0.00
500 TAX ($80.20)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($12.72)$0.00
003 TAX ($2.93)$0.00
005 TAX ($1.24)$0.00004TAX($10.76)$0.00
002 TAX ($74.06)$0.00
Refund
001 TAX ($34.17)$0.00
970 TAX ($6.84)$0.00026TAX($9.24)$0.00
003 TAX ($3.22)$0.00
005 TAX ($1.37)$0.00
004 TAX ($11.83)$0.00002TAX($81.41)$0.00
Refund
001 TAX ($15.59)$0.00
026 TAX ($4.22)$0.00003TAX($1.47)$0.00
005 TAX ($0.62)$0.00
004 TAX ($5.40)$0.00
002 TAX ($37.13)$0.00
Refund
001 TAX ($17.53)$0.00
026 TAX ($4.74)$0.00
003 TAX ($1.65)$0.00005TAX($0.70)$0.00
004 TAX ($6.07)$0.00
002 TAX ($41.78)$0.00
Refund
HAN, QIAN HAN, QIAN 4054 HENSHAW RD ($0.81)
($7.01)($48.27)
$138.83
($20.26)
($52.28)
$0.00($8.29)
($1.91)983602736
Refund Generated due to proration on Bill #0081693254-2025-2025-0000-00
Vehicle Sold 4/21/2026 4/22/2026WAXHAW, NC 28173 Proration 0081693254 LEJ7874 AUTHORIZED
($16.77)
($25.35)($6.37)
($1.58)
($0.67)861405545
Refund Generated due
to proration on Bill #0081255348-2025-2025-0000-00
Vehicle Sold 4/24/2026 4/27/2026INDIAN TRAIL, NC 28079 Proration 0081255348 LAX2622 AUTHORIZEDHASBINI, DAVID KHALED HASBINI, DAVID KHALED 7006 DACIAN LN
Tag Surrender 4/14/2026 4/15/2026
($3.59)
($0.36)($0.87)
($0.38)
($0.08)
($0.64)
($8.23)$14.15
($5.80)($39.94)
$96.48
HELTON, MARK CHARLES HELTON, MARK CHARLES HELTON, SARAH CATHERINE 813 TRAVERS CT MONROE, NC 28110 Proration 0072999403 TLV5424 AUTHORIZED 859225220
Refund Generated due to proration on Bill #0072999403-2024-2024-0000-00
($3.15)
($0.34)
($0.07)($0.56)
($7.22)
615744925
Refund Generated due to proration on Bill #0078554673-2024-2024-0000-00
Vehicle Sold 4/27/2026 4/28/2026LOCUST, NC 28097 Proration 0078554673 TX5488 AUTHORIZEDHILL, LYDIA MARIE HILL, LYDIA MARIE PO BOX 1013
HOLMES, MARY BETH HOLMES, MARY BETH HOLMES, MARTIN JOSEPH 245 SWEET BRIAR DR
4/10/2026
($21.47)($55.39)
$0.00
($8.78)
($2.02)($0.86)
($7.43)
($51.15)
$147.10
$11.34
HOLMES, MARTIN JOSEPH HOLMES, MARTIN JOSEPH HOLMES, MARY BETH 245 SWEET BRIAR DR INDIAN LAND, SC 29707 Proration 0079056036 JFA1468 AUTHORIZED 980997344
Refund Generated due to proration on Bill #0079056036-2025-2025-0000-00
Reg . Out of state 4/9/2026
($1.24)
($10.76)
($74.06)
$212.99
($31.08)
($80.20)
$0.00
($12.72)($2.93)980997368
Refund Generated due to proration on Bill #0086194074-2025-2025-0000-00
Reg . Out of state 4/9/2026 4/10/2026INDIAN LAND, SC 29707 Proration 0086194074 JFA1469 AUTHORIZED
($34.17)
($6.84)
($9.24)
($3.22)($1.37)859188057
Refund Generated due to proration on Bill #0075321904-2025-2025-0000-00
Vehicle Sold 4/13/2026 4/14/2026INDIAN TRAIL, NC 28079 Proration 0075321904 TMW9282 AUTHORIZEDHORVATH, BRAD STUART HORVATH, BRAD STUART 5725 LINDLEY CRESCENT DR
Vehicle Sold 4/21/2026 4/22/2026
($15.59)
($4.22)
($1.47)
($0.62)($5.40)
($37.13)
$64.43
($11.83)
($81.41)
$148.08
IANNETTO, JOSEPH CARMINE
IANNETTO, JOSEPH CARMINE
IANNETTO, SHARON MARIE 5725 LINDLEY CRESCENT DR INDIAN TRAIL, NC 28079 Proration 0079411137 KCR7811 AUTHORIZED 737700870
Refund Generated due to proration on Bill #0079411137-2025-2025-0000-00
($17.53)($4.74)
($1.65)
($0.70)
($6.07)
736446876
Refund Generated due to proration on Bill #0088780366-2025-
2025-0000-00
Vehicle Sold 4/13/2026 4/14/2026WAXHAW, NC
28173 Proration 0088780366 MAL6368 AUTHORIZEDJOHN MATTHEWS INC JOHN MATTHEWS INC 1204 GRAYSCROFT DR
($41.78)
$72.47
Page 5 of 15
313
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($11.99)$0.00600TAX($18.14)$0.00
023 TAX ($4.56)$0.00
003 TAX ($1.13)$0.00
005 TAX ($0.48)$0.00004TAX($4.15)$0.00
002 TAX ($28.57)$0.00
Refund
001 TAX ($13.66)$0.00101TAX($6.85)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($3.70)$0.00
003 TAX ($1.29)$0.00005TAX($0.55)$0.00
004 TAX ($4.73)$0.00
002 TAX ($32.56)$0.00
Refund001TAX($5.40)$0.00
600 TAX ($6.13)$0.00
023 TAX ($1.70)$0.00
003 TAX ($0.58)$0.00005TAX($0.13)$0.00
004 TAX ($0.97)$0.00
002 TAX ($12.40)$0.00
Refund
001 TAX ($4.22)$0.00600TAX($6.39)$0.00
023 TAX ($1.60)$0.00
003 TAX ($0.40)$0.00
005 TAX ($0.17)$0.00004TAX($1.46)$0.00
002 TAX ($10.07)$0.00
Refund
001 TAX ($4.11)$0.00600TAX($6.21)$0.00
023 TAX ($1.56)$0.00
003 TAX ($0.38)$0.00
005 TAX ($0.16)$0.00004TAX($1.42)$0.00
002 TAX ($9.79)$0.00
Refund
001 TAX ($6.88)$0.00600TAX($7.80)$0.00
023 TAX ($2.16)$0.00
003 TAX ($0.74)$0.00
005 TAX ($0.16)$0.00004TAX($1.23)$0.00
002 TAX ($15.78)$0.00
Refund
001 TAX ($14.24)$0.00
014 TAX ($4.43)$0.00003TAX($1.53)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.55)$0.00
002 TAX ($32.66)$0.00
Refund
001 TAX ($15.41)$0.00
019 TAX ($6.80)$0.00
003 TAX ($1.45)$0.00005TAX($0.62)$0.00
004 TAX ($5.33)$0.00
002 TAX ($36.71)$0.00
Refund001TAX($5.81)$0.00
101 TAX ($2.91)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.57)$0.00003TAX($0.55)$0.00
005 TAX ($0.23)$0.00
004 TAX ($2.01)$0.00
002 TAX ($13.86)$0.00
Refund
JOHNSTON, LOGAN TRUAX IV
JOHNSTON, LOGAN TRUAX IV 304 CORBIN CT
4/6/2026 4/7/2026
($11.99)
($18.14)
($4.56)($1.13)
($0.48)
($4.15)
($28.57)
$69.02
JOHNSON, CLYDE ZOBON JOHNSON, CLYDE ZOBON 6716 3RD AVE INDIAN TRAIL, NC 28079 Proration 0080658231 REB9954 AUTHORIZED 857814657
Refund Generated due to proration on Bill #0080658231-2025-2025-0000-00
Vehicle Sold
($0.55)
($4.73)($32.56)
$63.34
($13.66)
($6.85)
$0.00($3.70)
($1.29)979551048
Refund Generated due to proration on Bill #0087463942-2025-2025-0000-00
Vehicle Sold 4/2/2026 4/6/2026WAXHAW, NC 28173 Proration 0087463942 RJN8256 AUTHORIZED
($5.40)
($6.13)($1.70)
($0.58)
($0.13)858373390
Refund Generated due to proration on Bill #0085464493-2024-2024-0000-00
Vehicle Sold 4/9/2026 4/10/2026INDIAN TRAIL, NC 28079 Proration 0085464493 VFZ1926 AUTHORIZEDKAL GROUP LLC KAL GROUP LLC 5818 W HIGHWAY 74
Vehicle Sold 4/9/2026 4/10/2026
($4.22)
($6.39)
($1.60)($0.40)
($0.17)
($1.46)
($10.07)
$24.31
($0.97)
($12.40)$27.31
KAL GROUP LLC KAL GROUP LLC 5818 W HIGHWAY 74 INDIAN TRAIL, NC 28079 Proration 0086601848 VFZ2685 AUTHORIZED 858373432
Refund Generated due to proration on Bill #0086601848-2025-2025-0000-00
($4.11)
($6.21)
($1.56)($0.38)
($0.16)858373439
Refund Generated due to proration on Bill #0086915881-2025-2025-0000-00
Vehicle Sold 4/9/2026 4/10/2026INDIAN TRAIL, NC 28079 Proration 0086915881 KG11 AUTHORIZEDKAL GROUP LLC KAL GROUP LLC 5818 W HIGHWAY 74
Vehicle Sold 4/9/2026 4/10/2026
($6.88)
($7.80)
($2.16)($0.74)
($0.16)
($1.23)
($15.78)
$34.75
($1.42)
($9.79)
$23.63
KAL GROUP LLC KAL GROUP LLC 5818 W HIGHWAY 74 INDIAN TRAIL, NC 28079 Proration 0085730493 VFZ2223 AUTHORIZED 858373460
Refund Generated due to proration on Bill #0085730493-2024-2024-0000-00
($14.24)
($4.43)
($1.53)
($0.34)($2.55)738937686
Refund Generated due to proration on Bill #0071200948-2024-2024-0000-00
Vehicle Sold 4/28/2026 4/29/2026BALTIMORE, MD 21212 Proration 0071200948 CAR2215 AUTHORIZEDKENNEDY, RICHARD LEE KENNEDY, RICHARD LEE
137 VILLABROOK WAY
4/6/2026 4/7/2026
($15.41)($6.80)
($1.45)
($0.62)
($5.33)($36.71)
$66.32
($32.66)
$55.75
KNIGHT, ERIN MOSELEY KNIGHT, ERIN MOSELEY 1338 HARKEY CREEK DR MONROE, NC 28110 Proration 0068609739 DMN4154 AUTHORIZED 735268350
Refund Generated due to proration on Bill #0068609739-2025-2025-0000-00
Vehicle Totalled
($0.23)($2.01)
($13.86)
$26.94
($5.81)
($2.91)$0.00
($1.57)
($0.55)985248896
Refund Generated due to proration on Bill #0087626363-2025-
2025-0000-00
Vehicle Sold 4/28/2026 4/29/2026MARVIN, NC
28173 Proration 0087626363 WAA4967 AUTHORIZEDKORRAPATI, RAJENDRA PRASAD
KORRAPATI, RAJENDRA PRASAD
140 ELLISON
WAY
Page 6 of 15
314
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($7.48)$0.00500TAX($19.30)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($3.06)$0.00
003 TAX ($0.71)$0.00005TAX($0.30)$0.00
004 TAX ($2.59)$0.00
002 TAX ($17.83)$0.00
Refund001TAX($11.09)$0.00
930 TAX ($1.97)$0.00
016 TAX ($5.57)$0.00
003 TAX ($1.05)$0.00005TAX($0.45)$0.00
004 TAX ($3.84)$0.00
002 TAX ($26.42)$0.00
Refund001TAX($17.82)$0.00
200 TAX ($54.88)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.91)$0.00005TAX($0.42)$0.00
004 TAX ($3.19)$0.00
002 TAX ($40.87)$0.00
Refund
001 TAX ($24.09)$0.00500TAX($56.82)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.72)$0.00
003 TAX ($2.58)$0.00005TAX($0.57)$0.00
004 TAX ($4.31)$0.00
002 TAX ($55.22)$0.00
Refund001TAX($52.17)$0.00
026 TAX ($12.72)$0.00
003 TAX ($5.60)$0.00
005 TAX ($1.25)$0.00004TAX($9.33)$0.00
002 TAX ($119.62)$0.00
Refund
001 TAX ($2.59)$0.00700TAX($4.35)$0.00
700 VEHICLE FEE $0.00 $0.00
020 TAX ($1.06)$0.00
003 TAX ($0.25)$0.00005TAX($0.10)$0.00
004 TAX ($0.89)$0.00
002 TAX ($6.16)$0.00
Refund
001 TAX ($14.55)$0.00200TAX($44.79)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.56)$0.00
005 TAX ($0.35)$0.00004TAX($2.60)$0.00
002 TAX ($33.35)$0.00
Refund
001 TAX ($144.87)$0.00600TAX($219.10)$0.00
020 TAX ($59.54)$0.00
003 TAX ($13.66)$0.00
005 TAX ($5.80)$0.00004TAX($50.13)$0.00
002 TAX ($345.15)$0.00
Refund
001 TAX ($1.36)$0.00200TAX($5.32)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.12)$0.00
005 TAX ($0.06)$0.00004TAX($0.47)$0.00
002 TAX ($3.23)$0.00
Refund
LAMB, TRACI MARIE LAMB, TRACI MARIE 1632 GREAT RD
LARRISON, ROBERT GEORGE JR
LARRISON, KATRINA HARRIS
1008 BIGGERS FARM CT
($0.30)
($2.59)($17.83)
$51.27
($7.48)
($19.30)
$0.00($3.06)
($0.71)978972768
Refund Generated due to proration on Bill #0073278370-2025-2025-0000-00
Vehicle Totalled 4/1/2026 4/2/2026WAXHAW, NC 28173 Proration 0073278370 HEF9483 AUTHORIZED
($3.84)($26.42)
$50.39
LEE, JAMES ALLEN LEE, JAMES ALLEN 900 CLUB DR MONROE, NC 28112 Proration 0060460812 HFF4058 AUTHORIZED 861406700
Refund Generated due to proration on Bill #0060460812-2024-2024-0000-00
($11.09)
($1.97)($5.57)
($1.05)
($0.45)860607314
Refund Generated due
to proration on Bill #0068241584-2025-2025-0000-00
Vehicle Totalled 4/20/2026 4/21/2026INDIAN TRAIL, NC 28079 Proration 0068241584 EFN4179 AUTHORIZEDLARRISON, ROBERT GEORGE JR
LEIBOWITZ, BRIAN ERIC LEIBOWITZ, BRIAN ERIC 2012 WHIPCORD DR
Vehicle Sold 4/24/2026 4/27/2026
($17.82)
($54.88)$0.00
($1.91)
($0.42)
($3.19)
($40.87)$119.09
($0.57)
($4.31)($55.22)
$151.31
($24.09)
($56.82)
$0.00($7.72)
($2.58)980721792
Refund Generated due to proration on Bill #0085311838-2024-2024-0000-00
Vehicle Sold 4/8/2026 4/9/2026WAXHAW, NC 28173 Proration 0085311838 LDV4292 AUTHORIZED
($52.17)
($12.72)($5.60)
($1.25)
($9.33)
737142780
Refund Generated due to proration on Bill #0087229839-2024-2024-0000-00
Vehicle Sold 4/17/2026 4/21/2026WAXHAW, NC 28173 Proration 0087229839 KLD1728 AUTHORIZEDLEITGEB, JACI LYNN LEITGEB, JACI LYNN 525 CHASE PRAIRIE LN
4/27/2026 4/28/2026
($2.59)
($4.35)
$0.00($1.06)
($0.25)
($0.10)
($0.89)
($6.16)$15.40
($119.62)
$200.69
LENER, WAYNE IRVING LENER, WAYNE IRVING 3002 TIMBER MILL DR STALLINGS, NC 28104 Proration 0087484077 RBH3725 AUTHORIZED 985193896
Refund Generated due to proration on Bill #0087484077-2025-2025-0000-00
Vehicle Sold
($14.55)
($44.79)
$0.00($1.56)
($0.35)856600920
Refund Generated due to proration on Bill #0086136701-2024-2024-0000-00
Vehicle Totalled 4/1/2026 4/2/2026MONROE, NC 28110 Proration 0086136701 LBM4666 AUTHORIZEDLEVENSON, LEAH SHARON LEVENSON, LEAH SHARON LEVENSON, SAWYER MATHEU 3337 TAYLOR MORRISON WAY
Vehicle Sold 4/23/2026 4/24/2026
($144.87)
($219.10)
($59.54)($13.66)
($5.80)
($50.13)
($345.15)
$838.25
($2.60)
($33.35)
$97.20
LEWIS, ASHLEY SARA LEWIS, ASHLEY SARA 1025 FORBISHIRE DR MATTHEWS, NC 28104 Proration 0074577656 RBP2531 AUTHORIZED 861155407
Refund Generated due to proration on Bill #0074577656-2025-2025-0000-00
($1.36)
($5.32)
$0.00($0.12)
($0.06)856601186
Refund Generated due to proration on Bill #0081798152-2025-2025-0000-00
Vehicle Sold 4/1/2026 4/2/2026MONROE, NC 28111 Proration 0081798152 VJ5845 AUTHORIZEDLIMESTONE PRODUCTS INC LIMESTONE PRODUCTS INC PO BOX 1309
($0.47)
($3.23)
$10.56
Page 7 of 15
315
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($86.26)$0.00200TAX($337.65)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($8.14)$0.00
005 TAX ($3.45)$0.00004TAX($29.85)$0.00
002 TAX ($205.51)$0.00
Refund
001 TAX ($12.71)$0.00200TAX($49.76)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.20)$0.00
005 TAX ($0.51)$0.00004TAX($4.40)$0.00
002 TAX ($30.29)$0.00
Refund
001 TAX ($91.30)$0.00200TAX($357.39)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($8.61)$0.00
005 TAX ($3.66)$0.00004TAX($31.60)$0.00
002 TAX ($217.52)$0.00
Refund
001 TAX ($22.27)$0.00
600 TAX ($33.69)$0.00023TAX($8.46)$0.00
003 TAX ($2.10)$0.00
005 TAX ($0.89)$0.00
004 TAX ($7.71)$0.00002TAX($53.07)$0.00
Refund
001 TAX ($2.75)$0.00
200 TAX ($10.77)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($0.26)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.95)$0.00002TAX($6.55)$0.00
Refund
001 TAX ($9.45)$0.00
600 TAX ($14.30)$0.00020TAX($3.89)$0.00
003 TAX ($0.90)$0.00
005 TAX ($0.38)$0.00
004 TAX ($3.28)$0.00002TAX($22.52)$0.00
Refund
001 TAX ($3.14)$0.00
600 TAX ($4.75)$0.00
020 TAX ($1.29)$0.00003TAX($0.29)$0.00
005 TAX ($0.12)$0.00
004 TAX ($1.09)$0.00
002 TAX ($7.48)$0.00
Refund
001 TAX ($28.27)$0.00
026 TAX ($7.64)$0.00
003 TAX ($2.66)$0.00005TAX($1.13)$0.00
004 TAX ($9.78)$0.00
002 TAX ($67.34)$0.00
Refund001TAX($8.83)$0.00
600 TAX ($13.35)$0.00
020 TAX ($3.63)$0.00
003 TAX ($0.83)$0.00005TAX($0.36)$0.00
004 TAX ($3.06)$0.00
002 TAX ($21.03)$0.00
Refund
Vehicle Sold 4/1/2026 4/2/2026
($86.26)
($337.65)
$0.00($8.14)
($3.45)
($29.85)
($205.51)
$670.86
LIMESTONE PRODUCTS INC LIMESTONE PRODUCTS INC PO BOX 1309 MONROE, NC 28111 Proration 0088603896 LMB8828 AUTHORIZED 856601242
Refund Generated due to proration on Bill #0088603896-2025-2025-0000-00
($12.71)
($49.76)
$0.00($1.20)
($0.51)859490443
Refund Generated due to proration on Bill #0067440564-2025-2025-0000-00
Vehicle Sold 4/15/2026 4/16/2026MONROE, NC 28111 Proration 0067440564 JFK3341 AUTHORIZEDLIMESTONE PRODUCTS INC LIMESTONE PRODUCTS INC PO BOX 1309
Vehicle Sold 4/17/2026 4/21/2026
($91.30)
($357.39)
$0.00($8.61)
($3.66)
($31.60)
($217.52)
$710.08
($4.40)
($30.29)
$98.87
LIMESTONE PRODUCTS INC.LIMESTONE PRODUCTS INC.PO BOX 1309 MONROE, NC 28111 Proration 0089951131 MAM9392 AUTHORIZED 859999343
Refund Generated due to proration on Bill #0089951131-2025-2025-0000-00
($22.27)
($33.69)
($8.46)
($2.10)($0.89)861155351
Refund Generated due to proration on Bill #0064158268-2025-2025-0000-00
Vehicle Sold 4/23/2026 4/24/2026INDIAN TRAIL, NC 28079 Proration 0064158268 RDM2455 AUTHORIZEDLOERA, YANIRIS ZABALA
LOERA, YANIRIS
ZABALA
LOERA, AARON MAURICIO 4102 TWENTY GRAND DR
Vehicle Sold 4/6/2026 4/7/2026
($2.75)
($10.77)
$0.00
($0.26)($0.11)
($0.95)
($6.55)
$21.39
($7.71)
($53.07)
$128.19
MAGAT, JONATHAN RICO MAGAT, JONATHAN RICO 2866 OLDFIELD DR MONROE, NC 28110 Proration 0088254995 LMH5634 AUTHORIZED 857813320
Refund Generated due to proration on Bill #0088254995-2025-2025-0000-00
($9.45)
($14.30)
($3.89)
($0.90)($0.38)857107321
Refund Generated due to adjustment on Bill #0090323047-2025-2025-0000-00
Over Assessment 4/2/2026MATTHEWS, NC 28104 Adjustment < $100 0090323047 RLC8103 PENDINGMALAPATI, SRINIVASA CHOWDARI
MALAPATI, SRINIVASA CHOWDARI
212 CORONADO AVE
Damage 4/2/2026
($3.14)($4.75)
($1.29)
($0.29)
($0.12)($1.09)
($7.48)
$18.16
($3.28)
($22.52)
$54.72
MALAPATI, SRINIVASA CHOWDARI
MALAPATI, SRINIVASA CHOWDARI
212 CORONADO AVE MATTHEWS, NC 28104 Adjustment < $100 0090323203 MBD5109 PENDING 857108203
Refund Generated due to adjustment on Bill #0090323203-2025-2025-0000-00
($28.27)($7.64)
($2.66)
($1.13)
($9.78)
736706514
Refund Generated due to proration on Bill #0088806155-2025-2025-0000-00
Reg . Out of state 4/15/2026 4/16/2026RICHMOND HILL, GA 31324 Proration 0088806155 RLK3739 AUTHORIZEDMALLIOS, BRENDA MARIE MALLIOS, BRENDA MARIE 290 BIRCH DR
4/2/2026 4/6/2026
($8.83)
($13.35)($3.63)
($0.83)
($0.36)
($3.06)($21.03)
$51.09
($67.34)
$116.82
MCGOWAN, JOHN DAVID MCGOWAN, JOHN DAVID 3207 DELAMERE DR MATTHEWS, NC 28104 Proration 0039963295 FCD1909 AUTHORIZED 857108049
Refund Generated due to proration on Bill #0039963295-2025-2025-0000-00
Vehicle Sold
Page 8 of 15
316
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00200TAX($30.40)$0.00
200 VEHICLE FEE ($30.00)$0.00
700 TAX $13.06 $0.00
700 VEHICLE FEE $25.00 $0.00020TAX$3.19 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX ($9.52)$0.00
027 TAX ($3.84)$0.00003TAX($1.02)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.70)$0.00
002 TAX ($21.83)$0.00
Refund
001 TAX ($10.22)$0.00
026 TAX ($2.49)$0.00
003 TAX ($1.09)$0.00005TAX($0.24)$0.00
004 TAX ($1.83)$0.00
002 TAX ($23.42)$0.00
Refund
001 TAX ($65.01)$0.00019TAX($28.69)$0.00
003 TAX ($6.13)$0.00
005 TAX ($2.60)$0.00
004 TAX ($22.50)$0.00002TAX($154.90)$0.00
Refund
001 TAX ($56.58)$0.00
026 TAX ($15.30)$0.00003TAX($5.33)$0.00
005 TAX ($2.26)$0.00
004 TAX ($19.58)$0.00
002 TAX ($134.80)$0.00
Refund
001 TAX ($69.37)$0.00
026 TAX ($18.76)$0.00
003 TAX ($6.54)$0.00005TAX($2.78)$0.00
004 TAX ($24.01)$0.00
002 TAX ($165.29)$0.00
Refund001TAX($29.15)$0.00
026 TAX ($7.89)$0.00
003 TAX ($2.75)$0.00
005 TAX ($1.17)$0.00
004 TAX ($10.09)$0.00002TAX($69.45)$0.00
Refund
001 TAX ($9.20)$0.00
026 TAX ($2.24)$0.00003TAX($0.99)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.64)$0.00
002 TAX ($21.09)$0.00
Refund
001 TAX ($11.42)$0.00
500 TAX ($26.94)$0.00
500 VEHICLE FEE $0.00 $0.00028TAX($3.66)$0.00
003 TAX ($1.22)$0.00
005 TAX ($0.27)$0.00
004 TAX ($2.04)$0.00002TAX($26.18)$0.00
Refund
001 TAX ($6.49)$0.00
101 TAX ($3.18)$0.00101VEHICLE FEE $0.00 $0.00
026 TAX ($1.58)$0.00
003 TAX ($0.70)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.16)$0.00002TAX($14.87)$0.00
Refund
$3.19
$0.00$0.00
$0.00
$0.00
$0.00
($30.40)
($30.00)$13.06
$25.00
1226246520
Refund Generated due to adjustment on Bill #0089885225-2025-2025-0000
Situs error 4/9/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0089885225 JZ3365 PENDING
4/8/2026
($9.52)
($3.84)
($1.02)
($0.23)($1.70)
($21.83)
$38.14
$19.15
MEDLIN, SHAUN ONEL MEDLIN, SHAUN ONEL
MEDLIN, BRITTANY LAMBERT
5826 WALLACE BRANCH RD MARSHVILLE, NC 28103 Proration 0047267000 BMH4366 AUTHORIZED 735295872
Refund Generated due to proration on Bill #0047267000-2024-2024-0000-00
Vehicle Totalled 4/7/2026
MCINNIS CONSTRUCTION CO
MCINNIS CONSTRUCTION CO PO BOX 422
($10.22)($2.49)
($1.09)
($0.24)
($1.83)
734664066
Refund Generated due to proration on Bill #0048426565-2024-2024-0000-00
Vehicle
Sold 4/2/2026 4/6/2026WAXHAW, NC 28173 Proration 0048426565 HAV4001 AUTHORIZEDMODAK, MICHAEL DAVID MODAK, MICHAEL DAVID MODAK, MARILYN SUE 303 BELLE MEADE CT
4/22/2026 4/23/2026
($65.01)
($28.69)
($6.13)($2.60)
($22.50)
($154.90)
$279.83
($23.42)$39.29
MOREE, EDDIE E MOREE, EDDIE E MOREES TRANSPORT 3023 HAYWOOD RD MONROE, NC 28110 Proration 0083129773 ZK5508 AUTHORIZED 737905986
Refund Generated due to proration on Bill #0083129773-2025-2025-0000-01
Vehicle Sold
($56.58)
($15.30)
($5.33)
($2.26)($19.58)736910256
Refund Generated due to proration on Bill #0087507340-2025-2025-0000-00
Vehicle Sold 4/16/2026 4/17/2026WAXHAW, NC 28173 Proration 0087507340 LEN2942 AUTHORIZEDMORRISON, GABRIELLA IMAN
MORRISON, GABRIELLA IMAN
9011 DEER VALLEY CT
4/24/2026 4/27/2026
($69.37)($18.76)
($6.54)
($2.78)
($24.01)($165.29)
$286.75
($134.80)
$233.85
MORRISON, SHAWN MORRISON, SHAWN 9011 DEER VALLEY CT WAXHAW, NC 28173 Proration 0077575551 LAZ8582 AUTHORIZED 738347592
Refund Generated due to proration on Bill #0077575551-2025-
2025-0000-00
Vehicle Sold
($29.15)
($7.89)
($2.75)($1.17)
($10.09)
735296010
Refund Generated due to proration on Bill #0080657808-2025-2025-0000-00
Vehicle Sold 4/7/2026 4/8/2026WAXHAW, NC 28173 Proration 0080657808 KFZ9693 AUTHORIZEDMYRICK, CARRIE LYNNE MYRICK, CARRIE LYNNE MYRICK, JAMES CHRISTOPHER 309 RANELAGH DR
4/7/2026 4/8/2026
($9.20)
($2.24)
($0.99)
($0.22)($1.64)
($21.09)
$35.38
($69.45)
$120.50
MYRICK, JAMES CHRISTOPHER MYRICK, JAMES CHRISTOPHER 309 RANELAGH DR WAXHAW, NC 28173 Proration 0084666184 JHA6853 AUTHORIZED 735296022
Refund Generated due to proration on Bill #0084666184-2024-2024-0000-00
Vehicle Sold
NEEL, JEFFREY RICHARD NEEL, JEFFREY RICHARD 113 CEDAR KNOLL CIR
($0.27)
($2.04)
($26.18)
$71.73
($11.42)($26.94)
$0.00
($3.66)
($1.22)981929176
Refund Generated due to proration on Bill #0082731470-2024-2024-0000-00
Vehicle Totalled 4/13/2026 4/14/2026WAXHAW, NC 28173 Proration 0082731470 KJR1584 AUTHORIZEDNAWAB, SRINIVAS GOUD NAWAB, SRINIVAS GOUD 332 SOMERLED WAY
($0.16)
($1.16)
($14.87)
$28.14
($6.49)
($3.18)
$0.00
($1.58)
($0.70)983601792
Refund Generated due to proration on Bill #0074197345-2024-2024-0000-00
Vehicle Sold 4/21/2026 4/22/2026PINEVILLE, NC 28134 Proration 0074197345 RDE2325 AUTHORIZED
Page 9 of 15
317
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($20.17)$0.00600TAX($30.51)$0.00
023 TAX ($7.66)$0.00
003 TAX ($1.90)$0.00
005 TAX ($0.81)$0.00004TAX($6.98)$0.00
002 TAX ($48.06)$0.00
Refund
001 TAX $0.00 $0.00600TAX$23.38 $0.00
200 TAX ($60.50)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $6.35 $0.00003TAX$0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($10.85)$0.00
600 TAX ($16.40)$0.00
019 TAX ($4.79)$0.00003TAX($1.02)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.75)$0.00
002 TAX ($25.83)$0.00
Refund001TAX($32.40)$0.00
026 TAX ($8.76)$0.00
003 TAX ($3.06)$0.00
005 TAX ($1.30)$0.00004TAX($11.21)$0.00
002 TAX ($77.21)$0.00
Refund
001 TAX ($9.04)$0.00800TAX($1.38)$0.00
026 TAX ($2.20)$0.00
003 TAX ($0.97)$0.00
005 TAX ($0.22)$0.00004TAX($1.62)$0.00
002 TAX ($20.72)$0.00
Refund
001 TAX ($12.46)$0.00028TAX($3.99)$0.00
003 TAX ($1.33)$0.00
005 TAX ($0.30)$0.00
004 TAX ($2.23)$0.00002TAX($28.57)$0.00
Refund
001 TAX ($6.78)$0.00
500 TAX ($17.50)$0.00
500 VEHICLE FEE $0.00 $0.00028TAX($2.77)$0.00
003 TAX ($0.64)$0.00
005 TAX ($0.28)$0.00
004 TAX ($2.35)$0.00002TAX($16.16)$0.00
Refund
001 TAX ($17.16)$0.00
600 TAX ($25.95)$0.00023TAX($6.52)$0.00
003 TAX ($1.62)$0.00
005 TAX ($0.69)$0.00
004 TAX ($5.94)$0.00002TAX($40.88)$0.00
Refund
001 TAX ($17.22)$0.00
600 TAX ($26.05)$0.00023TAX($6.54)$0.00
003 TAX ($1.62)$0.00
005 TAX ($0.69)$0.00
004 TAX ($5.96)$0.00002TAX($41.04)$0.00
Refund
ONE11 CONSTRUCTION LLC
ONE11 CONSTRUCTION LLC
124 UNIONVILLE INDIAN TRAIL RD
STE A-7 INDIAN TRAIL, NC 28079 Adjustment < $100 0089840392 MBK5175 PENDING 1103621895
Refund Generated due
to adjustment on Bill #0089840392-2025-2025-0000
($20.17)
($30.51)
($7.66)($1.90)
($0.81)860607321
Refund Generated due to proration on Bill #0068199836-2025-2025-0000-00
Vehicle Totalled 4/20/2026 4/21/2026INDIAN TRAIL, NC 28079 Proration 0068199836 RPS3191 AUTHORIZED
NIKONOWICZ, JESSE CHRISTOPHER JR
NIKONOWICZ, JESSE CHRISTOPHER JR
5113 KINDER OAK DR
Situs error 4/9/2026
$0.00
$23.38
($60.50)($30.00)
$6.35
$0.00
$0.00$0.00
$0.00
$60.77
($6.98)
($48.06)
$116.09
($10.85)($16.40)
($4.79)
($1.02)
($0.43)858372151
Refund Generated due to adjustment on Bill #0090306923-2025-2025-0000-00
SLVG or RBLT TTL 4/9/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0090306923 TIMASM PENDINGOSHATYUK, TIMOTHY OSHATYUK, TIMOTHY 1011 CRAVEN ST
Vehicle Sold 4/29/2026 5/1/2026
($32.40)
($8.76)($3.06)
($1.30)
($11.21)
($77.21)
$133.94
($3.75)($25.83)
$63.07
PALOMBELLA, MICHAEL DELANEY
PALOMBELLA, MICHAEL DELANEY
9601 ROYAL COLONY DR WAXHAW, NC 28173 Proration 0075784142 JEL6944 AUTHORIZED 739219806
Refund Generated due to proration on Bill #0075784142-2025-2025-0000-00
($9.04)
($1.38)
($2.20)($0.97)
($0.22)862424731
Refund Generated due to proration on Bill #0058984963-2024-2024-0000-00
Vehicle Sold 4/29/2026 5/1/2026WAXHAW, NC 28173 Proration 0058984963 RAL1570 AUTHORIZEDPATEL, DILIP B PATEL, DILIP B PATEL, BINITA DILIP 741 SANTOLINA CT
PEAK CLOUD LLC PEAK CLOUD LLC 5046 OAKMERE RD
Vehicle Sold 4/6/2026 4/7/2026
($12.46)
($3.99)
($1.33)($0.30)
($2.23)
($28.57)
$48.88
($1.62)
($20.72)
$36.15
PATERSON-JONES, EDWARD
RICHARD
PATERSON-JONES, EDWARD
RICHARD
7325 MOCKINGBIRD LN
WAXHAW, NC 28173 Proration 0066888648 HCS6270 AUTHORIZED 735269466
Refund Generated due to proration on Bill #0066888648-2024-2024-0000-00
($0.28)
($2.35)
($16.16)
$46.48
($6.78)($17.50)
$0.00
($2.77)
($0.64)982546928
Refund Generated due to adjustment on Bill #0088596076-2025-2025-0000-00
Over Assessment 4/16/2026WAXHAW, NC 28173 Adjustment < $100 0088596076 VHY7111 PENDING
($17.16)
($25.95)
($6.52)
($1.62)($0.69)862044918
Refund Generated due to proration on Bill #0088272450-2025-2025-0000-00
Vehicle Sold 4/27/2026 4/28/2026INDIAN TRAIL, NC 28079 Proration 0088272450 LMB8276 AUTHORIZEDPERRY, JUSTYN PHILLIP PERRY, JUSTYN PHILLIP 1215 LAGGAN LN
Vehicle Sold 4/15/2026 4/16/2026
($17.22)
($26.05)
($6.54)
($1.62)($0.69)
($5.96)
($41.04)
$99.12
($5.94)
($40.88)
$98.76
PHAM, TONY PHAM, TONY NGUYEN, LISA 6005 FINE ROBE DR INDIAN TRAIL, NC 28079 Proration 0063519383 HMK9162 AUTHORIZED 859490905
Refund Generated due to proration on Bill #0063519383-2025-2025-0000-00
Page 10 of 15
318
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($29.14)$0.00600TAX($44.08)$0.00
023 TAX ($11.07)$0.00
003 TAX ($2.74)$0.00
005 TAX ($1.17)$0.00004TAX($10.09)$0.00
002 TAX ($69.43)$0.00
Refund
001 TAX ($30.52)$0.00028TAX($12.49)$0.00
003 TAX ($2.88)$0.00
005 TAX ($1.22)$0.00
004 TAX ($10.56)$0.00002TAX($72.71)$0.00
Refund
001 TAX ($41.75)($2.08)
014 TAX ($16.34)($0.82)003 TAX ($3.93)($0.20)
005 TAX ($1.67)($0.08)
004 TAX ($14.45)($0.73)
002 TAX ($99.47)($4.97)
Refund
001 TAX ($6.74)$0.00
200 TAX ($26.38)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.63)$0.00005TAX($0.27)$0.00
004 TAX ($2.33)$0.00
002 TAX ($16.05)$0.00
Refund001TAX($19.75)$0.00
015 TAX ($8.33)$0.00
003 TAX ($1.86)$0.00
005 TAX ($0.79)$0.00004TAX($6.83)$0.00
002 TAX ($47.05)$0.00
Refund
001 TAX ($14.49)$0.00500TAX($34.19)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.64)$0.00
003 TAX ($1.55)$0.00005TAX($0.35)$0.00
004 TAX ($2.59)$0.00
002 TAX ($33.23)$0.00
Refund001TAX($16.23)$0.00
980 TAX ($1.99)$0.00
021 TAX ($6.73)$0.00
003 TAX ($1.74)$0.00
005 TAX ($0.39)$0.00004TAX($2.90)$0.00
002 TAX ($37.20)$0.00
Refund
001 TAX $0.00 $0.00600TAX$11.10 $0.00
200 TAX ($28.73)$0.00
200 VEHICLE FEE ($30.00)$0.00
019 TAX $3.24 $0.00003TAX$0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($75.72)$0.00
200 TAX ($296.43)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($7.14)$0.00
005 TAX ($3.03)$0.00
004 TAX ($26.21)$0.00
002 TAX ($180.42)$0.00
Refund
($29.14)
($44.08)
($11.07)($2.74)
($1.17)861156604
Refund Generated due to proration on Bill #0076008514-2025-2025-0000-00
Vehicle Sold 4/23/2026 4/24/2026INDIAN TRAIL, NC 28079 Proration 0076008514 VCL8917 AUTHORIZEDPHILLIPS, JEFFREY WILLIAM
PHILLIPS, JEFFREY WILLIAM
6712 MANESS DR
Vehicle Sold 4/28/2026 4/29/2026
($30.52)
($12.49)
($2.88)($1.22)
($10.56)
($72.71)
$130.38
($10.09)
($69.43)
$167.72
PICKARD, STACEY DENISE PICKARD, STACEY DENISE
8512 OLD WAXHAW MONROE RD
WAXHAW, NC 28173 Proration 0081241465 KFC4498 AUTHORIZED 738937920
Refund Generated due to proration on Bill #0081241465-2025-2025-0000-00
($43.83)
($17.16)
($4.13)
($1.75)($15.18)736911024
Refund Generated due to proration on Bill #0087889879-2025-2025-0000-00
Vehicle Sold 4/16/2026 4/17/2026MONROE, NC 28112 Proration 0087889879 KEW4445 AUTHORIZEDPIGG, ANNA BUFORD PIGG, ANNA BUFORD 1215 STACK RD
4/8/2026 4/9/2026
($6.74)
($26.38)$0.00
($0.63)
($0.27)
($2.33)($16.05)
$52.40
($104.44)
$186.49
PIRELA, FREIDYS RAMON PIRELA, FREIDYS RAMON 4000 ALICE FLAGG LN APT # 104 INDIAN TRAIL, NC 28079 Proration 0090058077 VFH2561 AUTHORIZED 858132149
Refund Generated due to proration on Bill #0090058077-2025-2025-0000-00
Vehicle Sold
($19.75)
($8.33)($1.86)
($0.79)
($6.83)
737906310
Refund Generated due to proration on Bill #0083238665-2025-2025-0000-00
Vehicle Sold 4/22/2026 4/23/2026MONROE, NC 28110 Proration 0083238665 RBM4852 AUTHORIZEDPLUMLEY, THOMAS PAUL PLUMLEY, THOMAS PAUL
PLUMLEY, MELISSA BOWMAN
1028 BALLYFIN WAY
4/22/2026 4/23/2026
($14.49)
($34.19)
$0.00($4.64)
($1.55)
($0.35)
($2.59)($33.23)
$91.04
($47.05)
$84.61
POLLARD GRANT, DELOIS JEAN
POLLARD GRANT, DELOIS JEAN PO BOX 38508 CHARLOTTE, NC 28278 Proration 0084227125 RCF8189 AUTHORIZED 983874088
Refund Generated due to proration on Bill #0084227125-2024-2024-0000-00
Reg . Out of state
RITCHIE, BENJAMIN CALEB
RITCHIE, BENJAMIN CALEB
2713 FARICROFT LANE
MONROE, NC 28110 Adjustment < $100 0089976153 RLN4748 PENDING 1103312718
Refund Generated due to adjustment on
Bill #0089976153-2025-2025-0000
($16.23)
($1.99)
($6.73)($1.74)
($0.39)862094205
Refund Generated due to proration on Bill #0072515277-2024-2024-0000-00
Vehicle Sold 4/28/2026 4/29/2026MONROE, NC 28110 Proration 0072515277 CL68972 AUTHORIZEDRING, TIMMY LEE RING, TIMMY LEE 2400 OLD CAMDEN RD
Situs error 4/8/2026
$0.00
$11.10
($28.73)($30.00)
$3.24
$0.00
$0.00$0.00
$0.00
$44.39
($2.90)
($37.20)
$67.18
($75.72)($296.43)
$0.00
($7.14)
($3.03)859188015
Refund Generated due to proration on Bill #0088300419-2025-2025-0000-00
Vehicle Sold 4/13/2026 4/14/2026MONROE, NC 28110 Proration 0088300419 MAA8381 AUTHORIZEDRODRIGUEZ PRODUCE INC RODRIGUEZ PRODUCE INC 2421 NELDA DR
($26.21)
($180.42)
$588.95
Page 11 of 15
319
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($71.48)$0.00200TAX($279.81)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($6.74)$0.00
005 TAX ($2.86)$0.00004TAX($24.74)$0.00
002 TAX ($170.30)$0.00
Refund
001 TAX ($0.71)$0.00028TAX($0.29)$0.00
003 TAX ($0.07)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.25)$0.00002TAX($1.70)$0.00
Refund
001 TAX ($21.30)$0.00
200 TAX ($83.41)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($2.01)$0.00
005 TAX ($0.85)$0.00
004 TAX ($7.37)$0.00002TAX($50.76)$0.00
Refund
001 TAX ($15.51)$0.00
930 TAX ($2.76)$0.00
016 TAX ($7.79)$0.00003TAX($1.46)$0.00
005 TAX ($0.62)$0.00
004 TAX ($5.37)$0.00
002 TAX ($36.94)$0.00
Refund
001 TAX ($0.60)$0.00
930 TAX ($0.11)$0.00
016 TAX ($0.30)$0.00003TAX($0.05)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.21)$0.00
002 TAX ($1.43)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($37.40)$0.00
200 VEHICLE FEE ($30.00)$0.00024TAX$5.49 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX ($26.40)$0.00
800 TAX ($4.05)$0.00
026 TAX ($6.44)$0.00003TAX($2.83)$0.00
005 TAX ($0.63)$0.00
004 TAX ($4.72)$0.00
002 TAX ($60.54)$0.00
Refund
001 TAX ($28.10)$0.00
700 TAX ($47.26)$0.00
700 VEHICLE FEE $0.00 $0.00020TAX($11.55)$0.00
003 TAX ($2.65)$0.00
005 TAX ($1.12)$0.00
004 TAX ($9.73)$0.00002TAX($66.96)$0.00
Refund
001 TAX ($53.51)$0.00
015 TAX ($22.57)$0.00003TAX($5.05)$0.00
005 TAX ($2.14)$0.00
004 TAX ($18.52)$0.00
002 TAX ($127.50)$0.00
Refund
Vehicle Sold 4/16/2026 4/17/2026
($71.48)
($279.81)
$0.00($6.74)
($2.86)
($24.74)
($170.30)
$555.93
RODRIGUEZ PRODUCE INC RODRIGUEZ PRODUCE INC 2421 NELDA DR MONROE, NC 28110 Proration 0088221889 LKN5420 AUTHORIZED 859729591
Refund Generated due to proration on Bill #0088221889-2025-2025-0000-00
ROY, ROBERT P ROY, ROBERT P 3309 BLACK CHERRY DR MONROE, NC 28110 Proration 0070925542 KDM8692 AUTHORIZED 859490338
Refund Generated due to proration on Bill #0070925542-2025-2025-0000-00
Vehicle Sold
($0.71)
($0.29)
($0.07)($0.02)
($0.25)
738348660
Refund Generated due to proration on Bill #0016591694-2025-2025-0000-00
Vehicle Sold 4/24/2026 4/27/2026WAXHAW, NC 28173 Proration 0016591694 7W3134 AUTHORIZEDROGERS, KENNETH STEVENS
ROGERS, KENNETH STEVENS
7431 MOCKINGBIRD LN
RUBY POOLE HARRIS REVOCABLE TRUST U/A APRIL 11, 2017
HARRIS, RUBY POOLE 1119 BRIEF RD W
4/15/2026 4/16/2026
($21.30)
($83.41)
$0.00
($2.01)($0.85)
($7.37)
($50.76)
$165.70
($1.70)
$3.04
($5.37)
($36.94)
$70.45
RUBY POOLE HARRIS REVOCABLE TRUST U/A APRIL 11, 2017
RUBY POOLE HARRIS REVOCABLE TRUST U/A APRIL 11, 2017
HARRIS, RUBY POOLE 1119 BRIEF RD W INDIAN TRAIL, NC 28079 Proration 0062269366 XNX9830 AUTHORIZED 857813131
Refund Generated due to proration on Bill #0062269366-2025-2025-0000-00
($15.51)($2.76)
($7.79)
($1.46)
($0.62)857813117
Refund Generated due to proration on Bill #0062673141-2025-2025-0000-00
Vehicle Sold 4/6/2026 4/7/2026INDIAN TRAIL, NC 28079 Proration 0062673141 ZYN2709 AUTHORIZED
RUBY POOLE HARRIS REVOCABLE TRUST U/A APRIL 11, 2017
RYC ROOFING CONSTRUCTION LLC
RYC ROOFING CONSTRUCTION LLC
3113 OLD PAGELAND RD
Vehicle Sold 4/6/2026 4/7/2026
($0.60)($0.11)
($0.30)
($0.05)
($0.03)($0.21)
($1.43)
$2.73
$0.00
$0.00
$0.00
$61.91
$0.00($37.40)
($30.00)
$5.49
$0.00980722376
Refund Generated due to adjustment on Bill #0090004228-2025-2025-0000
Situs error 4/8/2026WINGATE, NC 28174 Adjustment < $100 0090004228 AA5595E PENDING
SEIDEN, ERIC MICHAEL SEIDEN, ERIC MICHAEL 10200 FINK RD MT PLEASANT, NC 28124 Proration 0068633189 RAE1632 AUTHORIZED 985191936
Refund Generated due to proration on Bill #0068633189-2025-2025-0000-00
($26.40)($4.05)
($6.44)
($2.83)
($0.63)860651001
Refund Generated due to proration on Bill #0066811310-2024-2024-0000-00
Vehicle Sold 4/21/2026 4/22/2026WEDDINGTON, NC 28104 Proration 0066811310 TJR9242 AUTHORIZEDSEALE, MALVIN MCLAURENT SEALE, MALVIN MCLAURENT 4806 BEULAH CHURCH RD
Vehicle Sold 4/27/2026 4/28/2026
($28.10)($47.26)
$0.00
($11.55)
($2.65)($1.12)
($9.73)
($66.96)
$167.37
($4.72)
($60.54)
$105.61
($53.51)
($22.57)
($5.05)
($2.14)($18.52)735296550
Refund Generated due to proration on Bill #0089371281-2025-2025-0000-00
Other Errors 4/7/2026 4/8/2026WAXHAW, NC 28173 Proration 0089371281 MBT6039 AUTHORIZEDSELENT, ERIC RAYMOND SELENT, ERIC RAYMOND 1601 ASHBURN RIDGE DR
($127.50)
$229.29
Page 12 of 15
320
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($10.96)$0.00600TAX($16.57)$0.00
023 TAX ($4.16)$0.00
003 TAX ($1.03)$0.00
005 TAX ($0.44)$0.00004TAX($3.79)$0.00
002 TAX ($26.11)$0.00
Refund
001 TAX ($6.79)$0.00500TAX($16.01)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.17)$0.00
003 TAX ($0.73)$0.00005TAX($0.16)$0.00
004 TAX ($1.21)$0.00
002 TAX ($15.56)$0.00
Refund001TAX($17.22)$0.00
200 TAX ($67.41)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.63)$0.00005TAX($0.69)$0.00
004 TAX ($5.96)$0.00
002 TAX ($41.03)$0.00
Refund
001 TAX ($62.67)$0.00023TAX($23.81)$0.00
003 TAX ($5.91)$0.00
005 TAX ($2.51)$0.00
004 TAX ($21.68)$0.00002TAX($149.30)$0.00
Refund
001 TAX ($6.34)$0.00
800 TAX ($0.97)$0.00026TAX($1.55)$0.00
003 TAX ($0.68)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.13)$0.00002TAX($14.54)$0.00
Refund
001 TAX ($0.51)($0.04)
029 TAX ($0.12)($0.01)003 TAX ($0.05)$0.00
005 TAX ($0.01)$0.00
004 TAX ($0.09)$0.00
002 TAX ($1.18)($0.06)
Refund
001 TAX ($2.77)$0.00
400 TAX ($11.59)$0.00
018 TAX ($1.65)$0.00
003 TAX ($0.27)$0.00005TAX($0.11)$0.00
004 TAX ($0.96)$0.00
002 TAX ($6.60)$0.00
Refund001TAX($1.39)$0.00
700 TAX ($1.84)$0.00
023 TAX ($0.43)$0.00
003 TAX ($0.15)$0.00005TAX($0.03)$0.00
004 TAX ($0.25)$0.00
002 TAX ($3.18)$0.00
Refund001TAX($12.48)$0.00
500 TAX ($32.19)$0.00
500 VEHICLE FEE ($25.00)$0.00
028 TAX ($5.11)$0.00003TAX($1.18)$0.00
005 TAX ($0.50)$0.00
004 TAX ($4.32)$0.00
002 TAX ($29.73)$0.00
Refund
SIMON, JEWEL SUSAN SIMON, JEWEL SUSAN SIMON, JEMY SUSAN
5020 MILLBRIDGE PKWY
4/16/2026 4/17/2026
($10.96)
($16.57)
($4.16)($1.03)
($0.44)
($3.79)
($26.11)
$63.06
SHKINDER, DAVID PETROVICH
SHKINDER, DAVID PETROVICH
3002 PADDINGTON DR INDIAN TRAIL, NC 28079 Proration 0088839373 VHX5103 AUTHORIZED 859729458
Refund Generated due to proration on Bill #0088839373-2025-2025-0000-00
Vehicle Sold
($0.16)
($1.21)($15.56)
$42.63
($6.79)
($16.01)
$0.00($2.17)
($0.73)983602824
Refund Generated due to proration on Bill #0067875759-2024-2024-0000-00
Vehicle Sold 4/21/2026 4/22/2026WAXHAW, NC 28173 Proration 0067875759 TFZ3834 AUTHORIZED
($17.22)
($67.41)$0.00
($1.63)
($0.69)861156884
Refund Generated due to proration on Bill #0087084206-2025-2025-0000-00
Vehicle Sold 4/23/2026 4/24/2026MONROE, NC 28110 Proration 0087084206 VBA7992 AUTHORIZEDSINGH, JASVIR SINGH, JASVIR KAUR, RAMANDEEP 2053 AUTUMN DR
Reg . Out of state 4/23/2026 4/24/2026
($62.67)
($23.81)
($5.91)($2.51)
($21.68)
($149.30)
$265.88
($5.96)
($41.03)$133.94
SMITH, TERESA MORRIS SMITH, TERESA MORRIS SMITH, DONALD PHILLIP JR 1004 JAMES ISLAND AVE
NORTH MYRTLE BEACH, SC 29582 Proration 0087898097 EHM4246 AUTHORIZED 738133650
Refund Generated due to proration on Bill #0087898097-2025-2025-0000-00
($6.34)
($0.97)
($1.55)
($0.68)($0.15)861155428
Refund Generated due to proration on Bill #0080548674-2024-2024-0000-00
Vehicle Totalled 4/23/2026 4/24/2026CHARLOTTE, NC 28277 Proration 0080548674 LDW2528 AUTHORIZEDSONG, YOSSEF SONG, YOSSEF XU, WENWEI 11669 JAMES RICHARD DR
Vehicle Sold 4/13/2026 4/14/2026
($0.55)
($0.13)
($0.05)
($0.01)($0.09)
($1.24)
$2.07
($1.13)
($14.54)
$25.36
STARNES, TAYLOR COLE STARNES, TAYLOR COLE 2721 TRINITY CHURCH RD MONROE, NC 28112 Proration 0072164591 KFP1733 AUTHORIZED 736446858
Refund Generated due to proration on Bill #0072164591-2024-2024-0000-00
($2.77)
($11.59)($1.65)
($0.27)
($0.11)857845380
Refund Generated due to proration on Bill #0016623821-2025-2025-0000-00
Vehicle Totalled 4/7/2026 4/8/2026MARSHVILLE, NC 28103 Proration 0016623821 TEZ2411 AUTHORIZEDSTATON, WAVERLY ANN STATON, WAVERLY ANN STATON, SARAH ANN 608 SUNSET DR
Vehicle Sold 4/9/2026 4/10/2026
($1.39)
($1.84)($0.43)
($0.15)
($0.03)
($0.25)($3.18)
$7.27
($0.96)($6.60)
$23.95
STEWART,
PATRICK DYLAN
STEWART,
PATRICK DYLAN
4693
SHANNAMARA DR
MATTHEWS, NC
28104 Proration 0078411334 TLA8817 AUTHORIZED 858372039
Refund Generated due to proration on Bill #0078411334-2024-2024-0000-00
($0.50)($4.32)
($29.73)
$110.51
($12.48)
($32.19)($25.00)
($5.11)
($1.18)984464808
Refund Generated due to proration on Bill #0051664372-2025-
2025-0000-00
Vehicle Sold 4/24/2026 4/27/2026WAXHAW, NC
28173 Proration 0051664372 EJX6790 AUTHORIZEDSTEWART, ROBERT LARRY JR
STEWART, ROBERT LARRY JR
2621 SOUTHERN TRACE DR
Page 13 of 15
321
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($1.58)$0.00500TAX($3.72)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.50)$0.00
003 TAX ($0.17)$0.00005TAX($0.04)$0.00
004 TAX ($0.28)$0.00
002 TAX ($3.61)$0.00
Refund001TAX($19.67)$0.00
200 TAX ($76.98)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.86)$0.00005TAX($0.78)$0.00
004 TAX ($6.81)$0.00
002 TAX ($46.85)$0.00
Refund001TAX($15.06)$0.00
029 TAX ($3.58)$0.00
003 TAX ($1.42)$0.00
005 TAX ($0.60)$0.00004TAX($5.21)$0.00
002 TAX ($35.88)$0.00
Refund
001 TAX ($39.43)$0.00
800 TAX ($12.27)$0.00026TAX($10.66)$0.00
003 TAX ($3.72)$0.00
005 TAX ($1.58)$0.00
004 TAX ($13.65)$0.00002TAX($93.95)$0.00
Refund
001 TAX ($52.86)$0.00
800 TAX ($16.46)$0.00026TAX($14.30)$0.00
003 TAX ($4.99)$0.00
005 TAX ($2.12)$0.00
004 TAX ($18.30)$0.00002TAX($125.96)$0.00
Refund
001 TAX ($0.70)$0.00
600 TAX ($1.05)$0.00020TAX($0.29)$0.00
003 TAX ($0.07)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.24)$0.00002TAX($1.66)$0.00
Refund
001 TAX ($0.75)$0.00
600 TAX ($1.13)$0.00
020 TAX ($0.31)$0.00003TAX($0.07)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.26)$0.00
002 TAX ($1.78)$0.00
Refund
001 TAX ($1.35)$0.00
026 TAX ($0.33)$0.00
003 TAX ($0.15)$0.00005TAX($0.03)$0.00
004 TAX ($0.24)$0.00
002 TAX ($3.11)$0.00
Refund001TAX($19.06)$0.00
500 TAX ($49.17)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.80)$0.00003TAX($1.80)$0.00
005 TAX ($0.77)$0.00
004 TAX ($6.60)$0.00
002 TAX ($45.41)$0.00
Refund
STEWART, ROBERT LARRY JR
STEWART, ROBERT LARRY JR
2621 SOUTHERN TRACE DR ($0.04)
($0.28)($3.61)
$9.90
($1.58)
($3.72)
$0.00($0.50)
($0.17)984464832
Refund Generated due to proration on Bill #0051664372-2024-2024-0000-00
Vehicle Sold 4/24/2026 4/27/2026WAXHAW, NC 28173 Proration 0051664372 EJX6790 AUTHORIZED
($19.67)
($76.98)$0.00
($1.86)
($0.78)862094163
Refund Generated due
to proration on Bill #0089306493-2025-2025-0000-00
Vehicle Totalled 4/28/2026 4/29/2026MONROE, NC 28110 Proration 0089306493 MAL6760 AUTHORIZEDSTRELTSOV, DMITRIY STRELTSOV, DMITRIY 3020 OLDE ELIZABETH LN
Vehicle Sold 4/15/2026 4/16/2026
($15.06)
($3.58)($1.42)
($0.60)
($5.21)
($35.88)
$61.75
($6.81)($46.85)
$152.95
TALBERT, MAGAN MARIE TALBERT, MAGAN MARIE HARTSELL, JOHN STEVEN 1406 CIRCLE S RANCH RD MONROE, NC 28112 Proration 0086547462 LCV2191 AUTHORIZED 736706010
Refund Generated due to proration on Bill #0086547462-2025-2025-0000-00
($39.43)
($12.27)
($10.66)
($3.72)($1.58)858132310
Refund Generated due to proration on Bill #0074925361-2025-2025-0000-00
Vehicle Totalled 4/8/2026 4/9/2026WAXHAW, NC 28173 Proration 0074925361 JDK4850 AUTHORIZEDTAYLOR, DAVID GEORGE TAYLOR, DAVID GEORGE 513 WALDEN TRL
Vehicle Sold 4/8/2026 4/9/2026
($52.86)
($16.46)
($14.30)
($4.99)($2.12)
($18.30)
($125.96)
$234.99
($13.65)
($93.95)
$175.26
TAYLOR, DAVID GEORGE TAYLOR, DAVID GEORGE 513 WALDEN TRL WAXHAW, NC 28173 Proration 0070643420 KEA5549 AUTHORIZED 858132317
Refund Generated due to proration on Bill #0070643420-2025-2025-0000-00
($0.70)
($1.05)
($0.29)
($0.07)($0.03)862044512
Refund Generated due to proration on Bill #0086853770-2025-2025-0000-00
Vehicle Sold 4/27/2026 4/28/2026INDIAN TRAIL, NC 28079 Proration 0086853770 LKV9448 AUTHORIZEDTHE ESTATE OF JOHN DARREL PIGG
PIGG, JOHN DARREL PO BOX 592
Vehicle Sold 4/27/2026 4/28/2026
($0.75)($1.13)
($0.31)
($0.07)
($0.03)($0.26)
($1.78)
$4.33
($0.24)
($1.66)
$4.04
THE ESTATE OF JOHN DARREL PIGG
PIGG, JOHN DARREL PO BOX 592 INDIAN TRAIL, NC 28079 Proration 0081771208 LFM3219 AUTHORIZED 862044540
Refund Generated due to proration on Bill #0081771208-2025-2025-0000-00
($1.35)($0.33)
($0.15)
($0.03)
($0.24)
737905974
Refund Generated due to proration on Bill #0047744385-2024-2024-0000-00
Vehicle Sold 4/22/2026 4/23/2026WAXHAW, NC 28173 Proration 0047744385 PKJ3627 AUTHORIZEDTRAVERS, SCOTT TERENCE TRAVERS, SCOTT TERENCE
TRAVERS, ROBBIN BURCHFIELD
8718 BEAMINSTER PL
4/14/2026 4/15/2026
($19.06)
($49.17)$0.00
($7.80)
($1.80)
($0.77)($6.60)
($45.41)
$130.61
($3.11)
$5.21
VAN ZUTVEN, MARINUS ARNOLDUS
VAN ZUTVEN, MARINUS ARNOLDUS
125
SOUTHCLIFF DR
WAXHAW, NC
28173 Proration 0089564481 MBK4526 AUTHORIZED 981972400
Refund Generated due to proration on Bill #0089564481-2025-
2025-0000-00
Reg . Out of state
Page 14 of 15
322
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($8.19)($0.41)026 TAX ($2.21)($0.11)
003 TAX ($0.77)($0.04)
005 TAX ($0.33)($0.02)
004 TAX ($2.83)($0.14)002 TAX ($19.50)($0.97)
Refund
001 TAX ($18.24)($0.90)
026 TAX ($4.45)($0.23)003 TAX ($1.95)($0.10)
005 TAX ($0.43)($0.02)
004 TAX ($3.26)($0.17)
002 TAX ($41.81)($2.09)
Refund
001 TAX ($10.69)$0.00
026 TAX ($2.61)$0.00
003 TAX ($1.15)$0.00005TAX($0.25)$0.00
004 TAX ($1.91)$0.00
002 TAX ($24.51)$0.00
Refund001TAX($24.35)$0.00
026 TAX ($6.59)$0.00
003 TAX ($2.30)$0.00
005 TAX ($0.97)$0.00
004 TAX ($8.43)$0.00002TAX($58.02)$0.00
Refund
001 TAX ($7.95)$0.00
500 TAX ($18.75)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($2.55)$0.00
003 TAX ($0.85)$0.00
005 TAX ($0.19)$0.00004TAX($1.42)$0.00
002 TAX ($18.23)$0.00
Refund
001 TAX ($2.72)$0.00200TAX($10.66)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.25)$0.00
005 TAX ($0.11)$0.00004TAX($0.94)$0.00
002 TAX ($6.49)$0.00
Refund
001 TAX ($15.65)$0.00600TAX($23.67)$0.00
019 TAX ($6.90)$0.00
003 TAX ($1.47)$0.00
005 TAX ($0.62)$0.00
004 TAX ($5.41)$0.00002TAX($37.28)$0.00
Refund
001 TAX ($25.42)$0.00
101 TAX ($12.46)$0.00101VEHICLE FEE $0.00 $0.00
026 TAX ($6.20)$0.00
003 TAX ($2.73)$0.00
005 TAX ($0.61)$0.00004TAX($4.55)$0.00
002 TAX ($58.29)$0.00
Refund
Refund Total
($8.60)
($2.32)
($0.81)($0.35)
($2.97)
734663718
Refund Generated due to proration on Bill #0087696922-2025-2025-0000-00
Reg . Out of state 4/2/2026 4/6/2026MOUNTAIN CITY, TN 37683 Proration 0087696922 DJL2549 AUTHORIZEDVAQAR, BEHZAD STEPHAN VAQAR, BEHZAD STEPHAN KRIEGER, JILL CHARLOTTE 868 SPEAR BRANCH RD
4/2/2026 4/6/2026
($19.14)
($4.68)
($2.05)
($0.45)($3.43)
($43.90)
$73.65
($20.47)
$35.52
VAQAR, BEHZAD STEPHAN VAQAR, BEHZAD STEPHAN KRIEGER, JILL CHARLOTTE 868 SPEAR BRANCH RD
MOUNTAIN CITY, TN 37683 Proration 0042809540 EEP4747 AUTHORIZED 734663730
Refund Generated due to proration on Bill #0042809540-2024-2024-0000-00
Reg . Out of state
($10.69)($2.61)
($1.15)
($0.25)
($1.91)
734663772
Refund Generated due to proration on Bill #0051660519-2024-
2024-0000-00
Reg . Out of state 4/2/2026 4/6/2026MOUNTAIN CITY, TN 37683 Proration 0051660519 JR9101 AUTHORIZEDVAQAR, BEHZAD STEPHAN VAQAR, BEHZAD STEPHAN KRIEGER, JILL CHARLOTTE 868 SPEAR BRANCH RD
WEBBER, KATIE ELIZABETH WEBBER, KATIE ELIZABETH 3907 HORSHAM ST
4/1/2026 4/2/2026
($24.35)
($6.59)
($2.30)($0.97)
($8.43)
($58.02)
$100.66
($24.51)
$41.12
VITHS GLOBAL HOLDING LLC VITHS GLOBAL HOLDING LLC
8119 SKYECROFT COMMONS DR
WAXHAW, NC 28173 Proration 0087323794 HA6HA AUTHORIZED 734229366
Refund Generated due to proration on Bill #0087323794-2025-2025-0000-00
Vehicle Sold
WONG, CRISTOBAL RAFAEL 437 CALEB ST
($0.19)
($1.42)
($18.23)
$49.94
($7.95)
($18.75)
$0.00
($2.55)($0.85)984178152
Refund Generated due to proration on Bill #0084575527-2024-2024-0000-00
Reg . Out of state 4/23/2026 4/24/2026INDIAN LAND, SC 29707 Proration 0084575527 TEM1482 AUTHORIZED
($0.94)
($6.49)
$21.17
YESAYAN, NAIRA YESAYAN, NAIRA 1008 LITTLE ROCK CT MONROE, NC 28110 Proration 0087994890 LLT1674 AUTHORIZED 860890352
Refund Generated due to proration on Bill #0087994890-2025-2025-0000-00
($2.72)
($10.66)
$0.00($0.25)
($0.11)860651694
Refund Generated due to adjustment on Bill #0070937363-2025-2025-0000-00
Mileage 4/21/2026MONROE, NC 28110 Adjustment < $100 0070937363 JDR2288 PENDINGWONG, CRISTOBAL RAFAEL
ZAUKAS, JOSHUA RUPEL ZAUKAS, JOSHUA RUPEL 7317 STONEHAVEN DR
Vehicle Sold 4/22/2026 4/23/2026
($15.65)
($23.67)
($6.90)
($1.47)($0.62)
($5.41)
($37.28)
$91.00
$14078.56
($0.61)
($4.55)
($58.29)
$110.26
($25.42)
($12.46)
$0.00
($6.20)($2.73)983601080
Refund Generated due to proration on Bill #0083362758-2024-2024-0000-00
Vehicle Sold 4/21/2026 4/23/2026WAXHAW, NC 28173 Proration 0083362758 TAH9863 AUTHORIZED
Page 15 of 15
323
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-307 Agenda Date:6/1/2026
TITLE:..title
2025 Communications Year End Report
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. This report includes information for
the calendar year 2025.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/18/2026Page 1 of 1
powered by Legistar™324
Communications
Year End Report
325
Top 5 Campaigns
Total Projects
Departments SupportedProjects Completed
All 351,240
Our Foster Parent Recruitment campaign, in
partnership with Social Services, elevated awareness
of the urgent need for foster parents using authentic
storytelling, fresh visuals, and a targeted outreach
strategy. With in-house design and video, community
events, and digital promotion, the campaign sparked
deeper engagement and strengthened the pipeline
for future foster parent interest.
Foster Parent Recruitment
Public Communications supported Parks &
Recreation with celebrating the opening of a new
farm-themed playground at Jesse Helms Park in
May. Communications and marketing eorts
included a ribbon-cutting event, custom paper
fans highlighting the playground’s features, a
video, press release, social media posts, and more.
Jesse Helms Park
Playground Opening
The first floor entrance and corridor at the
Government Center underwent renovations during
the second half of 2025 that required all visitors and
sta to temporarily enter on the ground floor. Public
Communications coordinated a comprehensive
campaign including facility signage (A-frames,
window clings, posters, etc.) and a wide variety of
graphics and announcements via social media,
website, employee emails, and a custom Google
Maps message.
Government Center
Renovations
2025 Year End Report 326
•Winter Storms
(Two in January, One in February)
•Public Health Communications due
to Monroe Boil Water notice (August)
•Tornado in Unionville (March)
•Burn Ban (March)
•Website Document Cleanup
•Employee Trainings
•Updated County Templates
•Revised Brand Guide
•Contacted Third-Party
Website Vendors
Top 5 Campaigns | Continued
Critical Communications:Digital Accessibility
With benefit changes aecting all County
employees, Public Communications worked with
Human Resources to ensure 100% of employees
were aware of a new electronic open enrollment
process. We provided clear, accessible information
and with numerous reminders in multiple formats.
A secondary goal was to build understanding and
confidence in the enhanced benefits program.
Benefit Changes
Union County's first-ever Christmas (Bureau) in July
campaign highlighted the many ways our
community supports local families during the
holiday season. We showcased programs like Project
E.L.F., Christmas Cheer Champions, and Toys for
Tots, while raising funds to provide gift cards for
teens in need. We produced numerous additional
projects during the holiday season to share about
Christmas Bureau donations, volunteers and impact.
Christmas Bureau
(July & December)
2025 Year End Report 327
Department Highlights
CompletedReceived
Public Records Requests Media Interactions
285612643
Union County Horizon:
Community e-Newsletter
54,021 Total Subscribers
Within a span of 2.5 months in the
spring of 2025, the Public Communications
Department was recognized with seven
prestigious awards at the state, national and
international levels, highlighting the County’s
commitment to eectively communicating
with residents in creative and strategic ways.
Team
Awards Received
State | National | International
Department
Restructure
In July 2025, the department was
restructured with Megan Hinkle's
promotion to Assistant Director, allowing
a strategic shift to best support the team.
Following the restructure, half of the
team reports to Megan, with the other
half reporting to Director Liz Cooper.
2025 Year End Report 328
Engagement rate is calculated by dividing the total number of interactions on a post (likes, comments, shares, clicks) by the total number
of impressions that post received, then multiplying by 100 to get a percentage. Impressions are the number of times a user sees a post.
Reach refers to the total number of individuals who saw a specific post on social media.
Total Followers
New Followers
Social Media
Top Posts
Sprout
Automated Webchat
Total
Communications
Let’s Chat
Website Visits
unioncountync.gov
Top WebpagesTop Search Terms
Website
4,547,068
-1.3%
vs. previous year
Facebook
Boil Water Notice for City of Monroe
9.6% Engagement Rate
59,746 Reach
Instagram
Confirmed Tornado
5.6% Engagement Rate
2,648 Impressions
LinkedIn
Flat Stanley Billboard
5.2% Engagement Rate
3,012 Impressions
42,964
+2,349
7,141
GIS & Mapping
Taxes & Property
Cane Creek Park
Passport
Jobs/Careers
Pay Bill
Property Tax
Water
2025 Year End Report 329
unioncountync.gov
Creative Highlights
Video Engagement
YouTube
58,300 Views | 5,800 Hours Watch Time | 186 New Subscribers
Top 3 Videos:
•Union County Water | Drops of Knowledge | Toilet Dye Test
•Historical Cotton Gin on display at the Agricultural Center
•New Farm-Themed Playground Opens at Jesse Helms Park
Instagram
Remembering
Camden
1,087 Views
Facebook
Remembering
Camden
5,373 Views
Business NC Magazine AdAnnual Comprehensive
Financial Report
Economic Development Logo
Cane Creek Park Branding
unioncountync.gov
With a skilled and ready workforce
and business-friendly communities, it’s
the perfect place for your business to grow.
Annual Comprehensive Financial Report
Fiscal Year Ended | June 30, 2025
unioncountync.gov
2025 Year End Report 330
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-318 Agenda Date:6/1/2026
TITLE:..title
April 2026 Union County Public Schools Monthly Report
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the monthly report from UCPS as required by the Budget Ordinance.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/22/2026Page 1 of 1
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FINANCE DIVISION
To: Beverly Liles
From: Shanna McLamb
Date: May 14, 2026
RE: Monthly Reporting – Ordinance Sections XXIII
Pursuant to the requested information included in the BOCC annual budget ordinance, the below information
has been provided to satisfy the requirements for monthly reporting. Notes have been provided for each
requested item to provide explanation for items that are currently unavailable or incomplete due reporting
capabilities related to the state software migration.
FY2026 Ordinance Section XXIII - as it appears in the ordinance document
In accordance with the NCGS §115C-429(c), the Board of County Commissioners calls for, for FY 2026, the
books, records, audit reports, and other information bearing on the financial operation of UCPS listed below to
be made available to the Board of Commissioners as set forth herein. Each of the monthly reports and counts
described below is called for within ten business days of the close of each month, beginning with the close of
July 2025.
(a) A monthly report of monthly and cumulative revenues and expenditures, by function code, for all
funds by fund. In addition, the original adopted budget and revised or amended budget for revenues
and expenditures, by function code.
(b) A monthly report of monthly expenditures, by project for appropriations outlined in section XXII and
"Capital Projects Ordinance", including a brief summary of the status of the project.
(c) A monthly report of monthly expenditures, by project for all other capital projects, including a brief
summary of the status of the project.
(d) A monthly report of transfers between function codes for all funds by fund. NOTE: There is no
information to provide at this time.
(e) A monthly personnel count of locally funded employees and state funded employees broken down by
function code from which they are paid, furthermore, the Board of County Commissioners requests not
to receive the payroll records in response to this request.
(f) A monthly ADM count.
Thank you.
CC: Andrew G. Houlihan
Brian Matthews
332
333
334
335
336
STATE LOCAL AFTER OTHER
PUBLIC CURRENT FEDERAL CHILD SCHOOL SPECIFIC
PURPOSE /OBJECT SCHOOL EXPENSE GRANT NUTRITION PROGRAM REVENUE GRAND
FUNCTION CODE DESCRIPTION FUND FUND FUND FUND FUND FUND TOTAL
111 SUPERINTENDENT 1 1
6900 Policy, Leadership and Public Relations Services 1 1
113 DIRECTOR/SUPERVISOR 2 21 1 24
5500 Co-Curricular Services 2 2
6100 Support and Development Services 8 8
6100 Support and Development Services 1 1
6200 Special Population Support and Development Services 1 2 3
6300 Alternative Programs and Services Support and Development Services 1 1
6400 Technology Support Services 2 2
6500 Operational Support Services 1 1
6500 Operational Support Services 1 1
6600 Financial and Human Resource Services 1 1
6800 System-Wide Pupil Support Services 1 1
6900 Policy, Leadership and Public Relations Services 2 2
7200 Nutrition Services 1 1
114 PRINCIPAL 51 2 53
5400 School Leadership Services 51 2 53
115 FINANCE OFFICER 1 1
6600 Financial and Human Resource Services 1 1
116 ASSISTANT PRINCIPAL(NON TEACH)24 69 93
5400 School Leadership Services 24 69 93
117 ASSISTANT PRINCIPAL-OTH ASSIGN 2 5 7
5400 School Leadership Services 2 5 7
118 ASSISTANT SUPERINTENDENT 2 3 5
6600 Financial and Human Resource Services 1 1
6900 Policy, Leadership and Public Relations Services 2 2 4
121 TEACHER 2200 21 74 8 2303
5100 Regular Instructions Services 1425 19 5 1449
5100 Regular Instructions Services 1 1
5100 Regular Instructions Services 166 166
5100 Regular Instructions Services 13 13
5100 Regular Instructions Services 125 125
5100 Regular Instructions Services 118 1 119
5100 Regular Instructions Services 57 57
5200 Special Populations Services 167 43 2 212
5200 Special Populations Services 21 3 24
5200 Special Populations Services 46 46
5200 Special Populations Services 46 46
5300 Alternative Programs and Services 16 16
5300 Alternative Programs and Services 14 14
5300 Alternative Programs and Services 9 6 15
122 INTERIM TEACHER 7 7
5100 Regular Instructions Services 7 7
123 JROTC TEACHER 10 10
5100 Regular Instructions Services 10 10
124 FOREIGN EXCHANGE (VIF)117 117
5100 Regular Instructions Services 20 20
5100 Regular Instructions Services 91 91
5200 Special Populations Services 5 5
5200 Special Populations Services 1 1
127 MASTER TEACHER 10 1 11
5100 Regular Instructions Services 10 1 11
131 INSTRUCTIONAL SUPPORT I 192 34 5 7 238
5100 Regular Instructions Services 10 10
5200 Special Populations Services 6 1 7
5200 Special Populations Services 2 1 3
5200 Special Populations Services 1 1
5300 Alternative Programs and Services 4 4 1 9
5300 Alternative Programs and Services 3 3
5800 School-Based Support Services 43 5 48
5800 School-Based Support Services 81 24 1 2 108
5800 School-Based Support Services 46 3 49
132 INSTRUCTIONAL SUPPORT II 40 4 1 45
5200 Special Populations Services 39 4 43
5200 Special Populations Services 1 1 2
133 PSYCHOLOGIST 16 16
5200 Special Populations Services 16 16
135 INSTRUCTIONAL FACILITATORS 38 10 3 4 55
5100 Regular Instructions Services 22 10 32
5100 Regular Instructions Services 4 4
5200 Special Populations Services 7 2 9
5200 Special Populations Services 2 2
5200 Special Populations Services 3 3
5300 Alternative Programs and Services 4 4
6100 Support and Development Services 1 1
142 TEACHER ASSISTANT - NCLB 230 251 100 7 588
5100 Regular Instructions Services 17 238 255
5200 Special Populations Services 178 75 253
5200 Special Populations Services 25 9 34
5200 Special Populations Services 2 1 3
5300 Alternative Programs and Services 6 13 19
5300 Alternative Programs and Services 8 8
5300 Alternative Programs and Services 7 7 14
337
STATE LOCAL AFTER OTHER
PUBLIC CURRENT FEDERAL CHILD SCHOOL SPECIFIC
PURPOSE /OBJECT SCHOOL EXPENSE GRANT NUTRITION PROGRAM REVENUE GRAND
FUNCTION CODE DESCRIPTION FUND FUND FUND FUND FUND FUND TOTAL
5800 School-Based Support Services 2 2
143 TUTOR 28 68 23 119
5300 Alternative Programs and Services 28 68 23 119
144 INTERPRETER, BRAILLIST, TRANSL 6 3 5 14
5200 Special Populations Services 6 2 8
5200 Special Populations Services 3 3
5300 Alternative Programs and Services 3 3
145 THERAPIST 23 5 28
5800 School-Based Support Services 23 5 28
146 SPECIALIST (SCHOOL BASED)32 10 11 2 55
5200 Special Populations Services 1 1 1 3
5200 Special Populations Services 2 2
5200 Special Populations Services 1 1
5300 Alternative Programs and Services 27 1 28
5300 Alternative Programs and Services 4 4
5300 Alternative Programs and Services 1 1
5800 School-Based Support Services 1 1
5800 School-Based Support Services 1 1 2
5800 School-Based Support Services 6 6
5800 School-Based Support Services 2 1 3
5800 School-Based Support Services 4 4
147 MONITOR 63 1 64
5800 School-Based Support Services 1 1
6500 Operational Support Services 63 63
151 OFFICE SUPPORT 23 180 3 5 3 214
5400 School Leadership Services 9 44 53
5400 School Leadership Services 6 51 57
5800 School-Based Support Services 7 43 50
5800 School-Based Support Services 10 10
6100 Support and Development Services 10 10
6100 Support and Development Services 1 1
6200 Special Population Support and Development Services 1 3 4
6500 Operational Support Services 1 1
6600 Financial and Human Resource Services 11 11
6600 Financial and Human Resource Services 1 1
6800 System-Wide Pupil Support Services 1 1
6900 Policy, Leadership and Public Relations Services
6900 Policy, Leadership and Public Relations Services 1 1
6900 Policy, Leadership and Public Relations Services 5 5
6900 Policy, Leadership and Public Relations Services 1 1
7100 Community Services 3 3
7200 Nutrition Services 5 5
152 TECHNICIAN 41 41
5800 School-Based Support Services 1 1
6400 Technology Support Services 40 40
6700 Accountability Services
153 ADMINISTRATIVE SPECIALIST 55 2 7 1 65
5800 School-Based Support Services 12 12
6100 Support and Development Services 5 5
6100 Support and Development Services 1 1
6300 Alternative Programs and Services Support and Development Services 2 2
6500 Operational Support Services 1 1
6600 Financial and Human Resource Services 11 11
6600 Financial and Human Resource Services 2 2
6600 Financial and Human Resource Services 1 1
6600 Financial and Human Resource Services 12 12
6700 Accountability Services 1 1
6800 System-Wide Pupil Support Services 5 5
6900 Policy, Leadership and Public Relations Services 1 1
6900 Policy, Leadership and Public Relations Services 3 3
7100 Community Services 1 1
7200 Nutrition Services 7 7
171 DRIVER 231 5 236
6500 Operational Support Services 231 5 236
173 CUSTODIAN 249 249
6500 Operational Support Services 249 249
174 CAFETERIA WORKER 182 182
7200 Nutrition Services 182 182
175 SKILLED TRADES 42 125 1 1 169
6500 Operational Support Services 42 18 60
6500 Operational Support Services 107 1 108
7200 Nutrition Services 1 1
176 MANAGER 49 11 60
7100 Community Services 11 11
7200 Nutrition Services 49 49
178 DAY CARE/BEFORE/AFTER SCH CARE 59 59
7100 Community Services 59 59
GRAND TOTAL BY FUND 3623 914 228 245 74 45 5129
338
Union County Public Schools
Enrollment
04/30/26
School Name KG 1 2 3 4 5 6 7 8 9 10 11 12 13
Studen
ts
Antioch Elementary 109 112 123 147 156 148 0 0 0 0 0 0 0 0 795
Benton Heights Elementary School of the Arts 66 69 75 67 70 68 0 0 0 0 0 0 0 0 415
East Elementary 61 66 69 61 68 72 0 0 0 0 0 0 0 0 397
Fairview Elementary School 76 60 53 81 71 62 0 0 0 0 0 0 0 0 403
Hemby Bridge Elementary School 60 63 85 80 75 101 0 0 0 0 0 0 0 0 464
Indian Trail Elementary School 103 89 117 103 100 101 0 0 0 0 0 0 0 0 613
Kensington Elementary School 96 112 115 132 190 184 0 0 0 0 0 0 0 0 829
Marshville Elementary School 63 62 78 59 57 69 0 0 0 0 0 0 0 0 388
Marvin Elementary School 74 79 95 104 132 141 0 0 0 0 0 0 0 0 625
New Salem Elementary School 44 43 43 35 44 47 0 0 0 0 0 0 0 0 256
New Town Elementary 72 96 106 119 113 135 0 0 0 0 0 0 0 0 641
Poplin Elementary School 91 107 128 152 131 126 0 0 0 0 0 0 0 0 735
Porter Ridge Elementary School 104 106 118 112 144 129 0 0 0 0 0 0 0 0 713
Prospect Elementary School 69 76 60 63 57 63 0 0 0 0 0 0 0 0 388
Rea View Elementary 87 93 104 93 121 116 0 0 0 0 0 0 0 0 614
Rock Rest Elementary School 73 46 76 67 70 65 0 0 0 0 0 0 0 0 397
Rocky River Elementary 88 87 88 106 93 98 0 0 0 0 0 0 0 0 560
Sandy Ridge Elementary School 55 55 75 89 98 109 0 0 0 0 0 0 0 0 481
Sardis Elementary School 65 84 84 70 92 68 0 0 0 0 0 0 0 0 463
Shiloh Valley Elementary School 0 0 0 198 194 154 0 0 0 0 0 0 0 0 546
Shiloh Valley Primary School 160 150 188 0 0 0 0 0 0 0 0 0 0 0 498
Stallings Elementary School 124 122 121 139 148 131 0 0 0 0 0 0 0 0 785
Union Elementary School 53 42 51 38 42 60 0 0 0 0 0 0 0 0 286
Unionville Elementary School 95 92 118 112 135 98 0 0 0 0 0 0 0 0 650
Walter Bickett Elementary School 64 73 82 70 88 85 0 0 0 0 0 0 0 0 462
Waxhaw Elementary School 80 94 85 94 106 103 0 0 0 0 0 0 0 0 562
Weddington Elementary School 69 82 110 105 102 143 0 0 0 0 0 0 0 0 611
Wesley Chapel Elementary School 98 95 114 150 127 135 0 0 0 0 0 0 0 0 719
Western Union Elementary School 80 59 83 91 85 96 0 0 0 0 0 0 0 0 494
Wingate Elementary School 74 60 66 64 69 57 0 0 0 0 0 0 0 0 390
Elementary Total 2353 2374 2710 2801 2978 2964 0 0 0 0 0 0 0 0 16180
Cuthbertson Middle School 0 0 0 0 0 0 410 410 441 0 0 0 0 0 1261
East Union Middle School 0 0 0 0 0 0 210 213 243 0 0 0 0 0 666
Health Sciences Academy at Monroe Middle 0 0 0 0 0 0 233 252 282 0 0 0 0 0 767
Marvin Ridge Middle School 0 0 0 0 0 0 397 406 454 0 0 0 0 0 1257
Parkwood Middle School 0 0 0 0 0 0 252 303 283 0 0 0 0 0 838
Piedmont Middle School 0 0 0 0 0 0 306 291 289 0 0 0 0 0 886
Porter Ridge Middle School 0 0 0 0 0 0 486 517 471 0 0 0 0 0 1474
Sun Valley Middle School 0 0 0 0 0 0 324 303 308 0 0 0 0 0 935
Weddington Middle School 0 0 0 0 0 0 433 425 451 0 0 0 0 0 1309
Middle Total 0 0 0 0 0 0 3051 3120 3222 0 0 0 0 0 9393
Central Academy of Technology and Arts 0 0 0 0 0 0 0 0 0 219 227 222 221 0 889
Cuthbertson High School 0 0 0 0 0 0 0 0 0 462 433 428 440 0 1763
Forest Hills High School 0 0 0 0 0 0 0 0 0 256 224 242 140 0 862
Marvin Ridge High School 0 0 0 0 0 0 0 0 0 460 461 501 490 0 1912
Monroe High School 0 0 0 0 0 0 0 0 0 357 318 271 208 0 1154
Parkwood High School 0 0 0 0 0 0 0 0 15 275 275 265 209 0 1039
Piedmont High School 0 0 0 0 0 0 0 0 0 375 283 309 239 0 1206
Porter Ridge High School 0 0 0 0 0 0 0 0 0 507 440 379 404 0 1730
South Providence 0 0 0 0 0 0 11 18 28 37 14 7 2 0 117
Sun Valley High School 0 0 0 0 0 0 0 0 0 286 300 282 321 0 1189
Union County Early College 0 0 0 0 0 0 0 0 0 74 83 73 61 14 305
Weddington High School 0 0 0 0 0 0 0 0 0 474 505 474 421 0 1874
Wolfe School 0 0 0 0 0 0 9 7 6 12 7 14 53 0 108
High Total 0 0 0 0 0 0 20 25 49 3794 3570 3467 3209 14 14148
District Total 39721
339
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-314 Agenda Date:6/1/2026
TITLE:..title
Rezoning Petition CZ-2026-001 Marcham
INFORMATION CONTACT:
Bjorn Hansen, Planning Department, Senior Planner - Current Planning, 704-283-3690
ACTION REQUESTED:
Approve or deny rezoning petition
PRIOR BOARD ACTION:
None.
BACKGROUND:
This case is requesting to rezone one parcel totaling 5 acres appearing on the tax map as tax parcel
09-414-019A 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, 2026 meeting and recommended
approval on a 5-0 vote, citing consistency with the land use map.
A public hearing was conducted on May 18, 2026, and no one spoke for or against the rezoning.
To approve the proposed amendment (the proposal is consistent with the current plan)
Union County, NC Printed on 5/22/2026Page 1 of 2
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File #:26-314 Agenda Date:6/1/2026
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.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/22/2026Page 2 of 2
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342
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.
343
344
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.
345
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
346
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.
347
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
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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
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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
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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.
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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.
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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.
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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.
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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.
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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
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ZONING MAP
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SURROUNDING PROPERTIES
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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
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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
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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
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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 372
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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 09-414-019A 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
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Contact Information
1. Staff: Bjorn E. Hansen, Senior Planner, 704-283-3690, bjorn.hansen@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 09-414-019A.
North of Site Site
East of Site West of Site
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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.
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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.
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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.
379
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.
380
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.
381
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.
A public hearing was conducted May 18, 2026. No one spoke for or against the proposed rezoning.
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.
382
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 approve 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.
383
Statements of Consistency and Reasonableness for Proposed Amendment to the Union County Zoning Map
The Union County Land Use Board recommended that the Union County Board of Commissioners approve the rezoning petition (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.
384
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.
385
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
386
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-315 Agenda Date:6/1/2026
TITLE:..title
Rezoning Petition CZ-2026-006 House of Pearls
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Current Planning, 704-283-3690
ACTION REQUESTED:
Approve or deny rezoning petition.
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 to a
Master Planned Development District. 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.
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File #:26-315 Agenda Date:6/1/2026
•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.
A public hearing was conducted on May 18, 2026. Over one dozen people spoke in favor of the
rezoning, citing the effectiveness of the program and the minimal impacts to the surrounding area.
One person spoke against, citing inappropriate uses near residential and rural areas, as well as a
dangerous intersection immediately west of the site.
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.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 5/22/2026Page 2 of 2
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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 &
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DONNA HANEY
PITTMAN
WILEY W. MANGUM &
CYNTHIA D. MANGUMCENTERVIEW BAPTIST CHURCH,
INC. AREA
31815 Sq. Feet
0.7304 Acres
HIS PERFECT LOVE
MINISTRIES TOBTOB
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GROUP HOME60'60'48'48'20'
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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
390
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.
391
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
392
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
393
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>
394
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.
395
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
396
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
397
T 704.283.3690
bjorn.hansen@unioncountync.gov
unioncountync.gov
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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
398
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
399
Bjorn E. Hansen, AICP CTP, CZO
Senior Planner – Long Range Planning | Planning Department
T 704.283.3690
bjorn.hansen@unioncountync.gov
unioncountync.gov
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E-mail correspondence to and from this sender may be subject to the North Carolina
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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
400
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
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401
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.
402
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.
403
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
404
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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
405
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
406
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.
407
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
408
<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
409
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.
410
<image001.png>
Union County
Government
500 North Main Street,
Suite 70
Monroe, NC 28112
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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 to a Master Planned Development District. 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.
412
2
Contact Information
1. Staff: Bjorn E. Hansen, Senior Planner, 704-283-3690, bjorn.hansen@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.
413
3
Municipal Proximity
The site is approximately four miles south of Marshville and Wingate.
North of Site Site
East of Site West of Site
414
4
Existing Land Use and Development Status
The parcel is currently zoned RA-40 and is undeveloped and forested.
415
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.
416
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.
417
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.
418
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.
A public hearing was conducted on May 18, 2026. Over one dozen people spoke in favor of the project, citing the effectiveness of the rehabilitation program, safe operations of the program’s
419
9
other sites, and need in the community. One person, representing three residents, spoke in
opposition, citing concerns over unsafe intersections, density, and safety.
Municipal Comments
Marshville and Wingate were not consulted due to the distance to their municipal limits.
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.
420
Statements of Consistency and Reasonableness for Proposed Amendment to the Union County Zoning Map
The Union County Land Use Board recommended that the Union County Board of Commissioners approve the rezoning petition (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.
421
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.
422
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.
423
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 approve 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.
424
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.
425
Adopted this _____ day of _____________, 2026.
________________________________________ Brian Helms Chair, Union County Board of Commissioners
426