Staff Review Agenda Package 16-Jun-26Tuesday, June 16, 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
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Board of Commissioners Meeting Agenda June 16, 2026
Closed Session - 5:15 PM
Opening of Meeting - 6:00 PM
Invocation - Commissioner Melissa Merrell
Pledge of Allegiance
Informal Comments
Public Hearing(s)
Public Hearing - Rezoning Petition 2026-CZ-007 Beulah Church26-320
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range
Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for rezoning petition
PRIOR BOARD ACTIONS:
None
BACKGROUND:
This case is a request to rezone a 3.21 acre parcel appearing on the tax
map as tax parcel 06-042-001J located on Beulah Church Road from B-2
with Conditions to B-2 with Modified Conditions. The rezoning request is
an amendment to an existing conditional rezoning on the site and
includes the following amended conditions :
1)Hours of operation changed from 9:00 AM to 9:00 PM to 6:30 AM to
9:30 PM
2)Any required privacy fence will be made of solid material to reduce
noise
3)Trash and recycling pickup will occur between 9:00 AM and 5:00 PM
The second and third conditions were added by the Land Use Board at its
May 19, 2026 meeting as a response to resident concerns over noise .
These additional conditions were agreed to by the applicant . The Land
Use Board then recommended approval on a 7-0 vote, citing consistency
with the land use map used in the initial rezoning and increased flexibility
for the owner.
If the Board of Commissioners wishes to make a decision on this
rezoning petition, it can consider the following motions .
To approve the proposed amendment (the proposal is consistent with the
current plan)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of
Union County, North Carolina, and (ii) adopt the consistency and
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Board of Commissioners Meeting Agenda June 16, 2026
reasonableness statement for approval .
To deny the proposed amendment (the proposal is inconsistent with the
current plan)
Motion
(i) Deny rezoning petition CZ-2026-007 submitted by R. Dean Harrell; and
(ii) adopt the consistency and reasonableness statement for denial .
FINANCIAL IMPACT:
None
Public Hearing - Rezoning Petition 2026-CZ-005 McAteer26-321
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range
Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for proposed rezoning
PRIOR BOARD ACTIONS:
None
BACKGROUND:
This case is a request to rezone a 5.75 acre portion of a 17.21 acre
parcel appearing on the tax map as tax parcel 09-384-013 located on
South Rocky River Road from RA-40 to Light Industrial (LI) with
Conditions. The rezoning request is a conditional rezoning, and includes
the following conditions:
1)Limited to approved site plan dated April 6, 2026
2)Uses limited to office, warehouse and construction equipment and
material storage
3)5.75 acre portion will be subdivided from parcel
4)Five-year vesting of development rights
5)Development will meet all requirements of the Union County Unified
Development Ordinance on the date of approval
The Land Use Board unanimously recommended approval at its May 19,
2026 meeting, citing consistency with the Land Use Map and increased
business opportunities.
If the Board of Commissioners wishes to make a decision on this
rezoning petition, it can consider the following motions :
To approve the proposed amendment (the proposal is consistent with the
current plan)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of
Union County, North Carolina, and (ii) adopt the consistency and
reasonableness statement for approval .
To deny the proposed amendment (the proposal is inconsistent with the
current plan)
Motion
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Board of Commissioners Meeting Agenda June 16, 2026
(i) Deny rezoning petition CZ-2026-005 from Jeremy McAteer; and (ii)
adopt the consistency and reasonableness statement for denial .
FINANCIAL IMPACT:
None
Public Hearing - Conveyance of County Owned Property in Union
County Industrial Park (Project Canopy)
26-335
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Conduct a Public Hearing to consider the conveyance of 60.97 acres
located within the Union County Industrial Park along Goldmine Road to
McGee Corporation, their subsidiary or affiliated entity, for a new
industrial facility.
PRIOR BOARD ACTIONS:
1) October 20, 2025, Regular Meeting, Agenda Item #25-624 - Public
Hearing Conducted for consideration of Step 4 Economic Development
Incentive Grant to McGee Corporation
2) October 20, 2025, Regular Meeting, Agenda Item #25-626 - Step 4
Economic Development Incentive Grant was awarded to McGee
Corporation in an amount-not-to-exceed $696,00 paid over a 5-year
period beginning in FY 2028
3) December 8, 2025, Regular Meeting, Agenda Item #25-748 - Public
Hearing for consideration of conveyance of county owned property
4) December 8, 2025, Regular Meeting, Agenda Item #25-749 -
Consideration of conveyance of county owned property .
BACKGROUND:
The Union County Economic Development Department started
conversations with McGee Corporation under codename Project Canopy
in late 2024 about the potential relocation of their manufacturing
operation from Stallings, North Carolina, to a 60.97-acre parcel located
off Goldmine Road. The company has previously submitted an offer of
$4,267,900.00 , being $70,000 per acre. However, there are certain
conditions existing on the land, which has reduced this offer to
$4,136,650.00. The land sought by the company was previously acquired
by Union County for an industrial park or to be held for resale for
industrial or commercial use, for an industrial or commercial project,
pursuant to G.S. 158-7.1 (the specific parcel considered for sale is Union
County Tax Parcel #09372003D). McGee Corporation’s purchase of this
land is in concert with the County ’s economic development objectives,
which are the stimulation of the local economy, growth of the tax base,
promotion of business, and creation of job opportunities within Union
County. The purchase consideration is $4,136,650.00 in cash, subject to
all easements, right of ways, encroachments, and other restrictions of
record. The Board of Commissioners has determined that the property
subject to conveyance, with consideration of certain conditions existing on
the land, has a fair market value of $4,136,650.00.
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Board of Commissioners Meeting Agenda June 16, 2026
The land will be used for an industrial project with an approximate
investment of $40,000,000 and the creation of 35 new jobs with a
probable hourly wage of $30.28 per hour for employees on the property .
McGee Corporation intends to build a new 366,000 square-foot
manufacturing facility on the property which will serve as its headquarters
for design, sales, manufacturing, and distribution . This sale is made
pursuant to private negotiation under G .S. 158-7.1
FINANCIAL IMPACT:
Union County would receive $4,136,650.00 in cash in exchange for the
land. The project would also bring a prospective $40,000,000 in new
capital investment and at least 35 new jobs earning a probable wage of
$30.28 per hour into Union County.
Staff Recognition
Service Award Recognition26-339
INFORMATION CONTACT:
Jennifer Davis, Human Resources, Assistant Director, 704-283-3803
ACTION REQUESTED:
Short video will play to recognize employee service award recipients for
Q2 including April, May, and June .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The employee recognition program acknowledges employees for full-time
continuous service at the following intervals : 5 years, 10 years, 15 years,
20 years, 25 years and 30 years of service. We would like to recognize
the following employees for full-time continuous service with Union
County Local Government.
FINANCIAL IMPACT:
None.
Consent Agenda
Write Off - FY26 Water & Sewer Delinquent Balances26-345
INFORMATION CONTACT:
Amy McCaskill, UC Water - Utility Business Services, Director,
704-283-3508
ACTION REQUESTED:
Approve the write-off of uncollectible water and sewer accounts as
needed.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
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Board of Commissioners Meeting Agenda June 16, 2026
N.C.G.S 25-2-725(1) and 1-52(1) place a statute of limitations on how far
back delinquent water, sewer, and solid waste account balances can be
collected. Water accounts can be collected up to 4 years past their final
bill date while sewer accounts can only be collected up to 3 years past
their final bill date. Any outstanding account balances past those dates
are considered to be write-offs defined as the elimination of uncollectible
accounts receivable recorded on the general ledger .
The included attachment, for 1,139 water and sewer accounts totaling
$157,526.65 denotes the information for FY 2026.
FINANCIAL IMPACT:
There will be a reduction in the accounts receivable balances for Union
County Water of $157,526.65. This will also be shown as a corresponding
expense to the enterprise fund uncollectable accounts .
Financing Letter - New Salem Volunteer Fire Department26-326
INFORMATION CONTACT:
Patrick Niland, County Manager ’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Authorize Chairman of the Board to sign the attached letter .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The New Salem Volunteer Fire Department is constructing a new fire
station. The Fire Department has secured financing agreement with
HomeTrust Bank. As part of the financing documents, the bank requires a
letter from Union County, signed by the chair, stating that New Salem
Volunteer Fire Department is allowed to provide fire service in Union
County, they are in good standing, the fire tax district supports fire
operations, and that the department has made the county aware of this
financing agreement.
FINANCIAL IMPACT:
None.
Contract Renewal - Uninterrupted Power Supply Maintenance26-347
INFORMATION CONTACT:
Vicki Callicutt, Emergency Communications, Director, 704-283-3550
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
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Board of Commissioners Meeting Agenda June 16, 2026
Emergency Communications maintains a backup dispatch center at the
Government Center and has equipment that requires regular
maintenance to ensure uninterrupted operability of 911 operations for
Union County agencies and citizens .
The Emergency Communications Department has utilized the contractual
services of Vertiv Corporation for Uninterrupted Power Supply
Maintenance since July 2022. Vertiv Corporation has been effective and
efficient in meeting our service needs, and we are requesting to continue
this service for an additional year.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $13,844.26. Funding is
available in the adopted FY2026 budget with future expenditures subject
to annual BOCC budget appropriation .
Grant Application - Sisters of Mercy of North Carolina Legacy26-333
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application
and make necessary assurances and certifications associated with the
grant application as substantially consistent with this agenda item, which
includes the authorization to execute documents related to award of the
grant and budget funds as appropriate .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Parenting Support & Nurturing Parenting Program (PSNP) helps
families strengthen parenting skills and build healthy, supportive
relationships with their children. The program provides intensive parenting
education and support services to families experiencing significant
parenting challenges, including those at risk of or in the early stages of
child maltreatment who may benefit from intervention and treatment
services.
Established in Union County in 2011, PSNP is funded through the
Alliance for Children. Union County has been advised to anticipate a 10%
reduction in funding from the Alliance for Children for FY 2027. This grant
request is intended to help offset the anticipated funding shortfall and
ensure the continuation of this essential program and the services it
provides to vulnerable families in the community .
The Sisters of Mercy of North Carolina Legacy awards grants to
tax-exempt health care, educational, and social service organizations that
align with its mission of improving the quality of life for women, children,
older adults, and individuals experiencing poverty . The organization
prioritizes funding for ongoing operational needs as well as specific
program and project expenses that directly support these populations .
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Board of Commissioners Meeting Agenda June 16, 2026
FINANCIAL IMPACT:
The grant request will be for approximately $20,000. There is no match
required for this grant.
NC Department of Public Safety Juvenile Crime Prevention Council
Funding Plan FY 2026-2027
26-323
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Approve County Funding Allocation Plan, Annual Plan and Certification
for FY 2026-2027, 2) authorize the Finance Director to approve the grant
agreements and documents related to such grant agreements during their
term, and 3) authorize the County Manager to appropriate JCPC Funding
as approved in the funding plan by a County Manager's Budget
Amendment in FY 2027.
PRIOR BOARD ACTIONS:
None
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 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 2026-2027 fiscal year.
This request will be included in the State ’s DJJ budget which is planned
for 2026-2027.
The JCPC Board approved $476,439 for County programs for the
2026-2027 fiscal year. The Funding Plan allocates funding from the State
to the following programs : Life Connections D-A-S-H Counseling Services
$100,000, Transforming Youth Movement-Transforming Futures
$125,000, Transforming Youth Movement- Union County Teen Court
Program $40,790, Aspire Youth and Family Kids at Work $75,312, JCPC
Administration $9,502, Arts Related Innovative Student Empowerment
(ARISE) Union-KRE8IVU $50,000, The Connection Center $45,835, and
New Covenant Community Development Center - Next Step Youth
Program $30,000.
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
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Board of Commissioners Meeting Agenda June 16, 2026
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
2026 Union County Jail Bond Referendum Introduction of Bond
Orders and Call for Public Hearing
26-329
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Introduce Bond Order Authorizing the Issuance $200,000,000 General
Obligation Jail Bonds of the County of Union, North Carolina, 2) Adopt
Resolution of the County of Union, North Carolina Regarding Bond Order
Authorizing the Issuance of General Obligation Jail Bonds, Setting Public
Hearing Thereon and Directing Publication of Notice of Said Public
Hearing.
PRIOR BOARD ACTIONS:
1) May 18, 2026, Regular Meeting, Agenda Item #26-266 - The Board
adopted Resolution of the Board of Commissioners of the County of
Union, North Carolina directing the Publication of Notice of Intention to
apply to the Local Government Commission for approval of $200,000,000
General Obligation Jail Bonds and adopted resolution making Certain
statements of facts concerning the proposed jail bond issue and
authorizing the application to the Local Government Commission for
$200,000,000 of general obligation jail bonds.
2) April 20, 2026, Regular Meeting, Agenda Item #26-212 - The Board
authorized staff to move forward with the necessary steps for a 2026
Bond Referendum to fund a new jail facility in the amount of
$200,000,000.
BACKGROUND:
General Obligations Bonds (GO) are widely considered the
lowest-interest, most cost-effective financing mechanism for long-term
capital projects in North Carolina due to the pledge of the local
government's full faith, credit, and taxing power . For North Carolina
counties, which are legally required to provide secure, safe, and sanitary
inmate housing, financing a jail through a GO bond ensures that the
borrowing costs are minimized for the taxpayers, as these bonds typically
secure better credit ratings than other debt options . The GO bond
process is more rigorous than other financing options (requiring a public
vote), however the interest savings from a GO bond make it the preferred
tool for construction of a new jail .
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Board of Commissioners Meeting Agenda June 16, 2026
The Introduction of the Bond Order lays out the purpose of the general
obligation bond referendum that will be placed on the November 3, 2026
election ballot and the Resolution will set the date for the Public Hearing
required on July 20, 2026 and authorize the Clerk to the Board to publish
the notice of the Public Hearing.
FINANCIAL IMPACT:
The estimated cumulative cost over the life of the bond, using the highest
interest rate of 5.344% charged for similar debt over the last twenty years
is estimated at $312,224,000. The estimated maximum annual debt
service payment is $20,688,000 beginning in FY 2028 and commencing
in FY 2047. The annual estimated amount of property tax liability
increases for each $100,000 of property tax value to service the
cumulative cost over the life of the bond is estimated at $31.10. The
annual estimated amount of property tax liability increases for each
$400,000 of property tax value to service the cumulative cost over the life
of the bond is estimated at $124.40 (based on 3.11¢ increase in the ad
valorem property tax rate). These estimates are based on the legislative
requirements of NC Session Law 2022-53 for bond referendums.
Authorization to Write Off Returned or Uncollectible Revenues26-344
INFORMATION CONTACT:
Beverly L. Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Approve the write-off of returned or uncollectible revenues totaling
$695.32.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Finance Department has conducted a review of outstanding returned
revenues, including non-sufficient funds (NSF) checks. After reasonable
and diligent efforts to collect these funds, the department has determined
that these amounts are not recoverable .
Accordingly, we are requesting Board approval to formally write off these
amounts from the County’s financial records.
FINANCIAL IMPACT:
The total amount to be written off is $695.32. These funds have
previously been recorded but are now deemed uncollectible . No
additional budget appropriation is required .
April 2026 NCVTS Motor Vehicle Tax Report26-324
INFORMATION CONTACT:
Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748;
Kristen Foxworth, Tax Administration, Deputy Tax Administrator,
704-283-3591
ACTION REQUESTED:
Approve the April 2026 NCVTS Motor Vehicle Tax Refund Report .
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Board of Commissioners Meeting Agenda June 16, 2026
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The refunds included in this report represent adjustments made to tax
bills that resulted in refunds of motor vehicle taxes paid under the Tax
and Tag Together program operated jointly between the counties and the
State.
FINANCIAL IMPACT:
$1,579.07
Contract Renewal - Microsoft Enterprise Agreement26-348
INFORMATION CONTACT:
Jon Amelio, Information Technology, Director, 704-283-3533
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion .
PRIOR BOARD ACTIONS:
None
BACKGROUND:
This is the County's Enterprise Agreement Renewal for Microsoft . This
contract covers all aspects of our Microsoft Cloud and on-premises
environment, from user subscriptions to back-end server maintenance
and SQL Server clustering.
FINANCIAL IMPACT:
Price to be determined after June 1st on forthcoming quote . Need on
agenda for June 16th.
Resolution - Updates to the Union County Personnel Resolution26-349
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
Adopt the revised Union County Personnel Resolution, effective July 1,
2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Updates to the Personnel Resolution are recommended at times to
address terminology changes, organizational alignment, county
management operational needs, and Board of County Commissioners
direction. The recommended revised Union County Personnel Resolution
(“UCPR”) includes the following revisions to the existing UCPR :
·Technical, terminology, and practical revisions throughout the UCPR
to correspond with current terminology, organizational structure,
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Board of Commissioners Meeting Agenda June 16, 2026
practice, and applicable law
·Clarification and streamlining of the County Manager ’s authority
concerning department reorganizations
·Clarification and improvements concerning the administration of the
pay plan in certain circumstances
·Updates to uniformed services (military) leave policy
·Added provisions to allow oral fluid (saliva) drug testing in certain
circumstances
FINANCIAL IMPACT:
None.
Minutes for Approval26-340
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been provided to the Board for review and approval .
FINANCIAL IMPACT:
None
Information Only
Tax Collector’s Departmental Report for April 202626-325
INFORMATION CONTACT:
Kristen Foxworth, Tax Administration, Deputy Tax Administrator,
704-283-3591
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report reflects the totals of all tax transactions within the Tax
Collector’s Office for the month of April 2026 as required by NCGS
105-350(7).
FINANCIAL IMPACT:
None.
Communications Monthly Report - May 202626-342
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
None - Information Only.
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Board of Commissioners Meeting Agenda June 16, 2026
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report provides valuable metrics and insights into communication
platforms and our efforts to collaborate with all County departments to
inform and engage residents, promote programs and services, and
strengthen internal and external communications .
FINANCIAL IMPACT:
None.
Facilities Major Capital Projects Update - Quarterly Report26-346
INFORMATION CONTACT:
Linda Whitaker, Assistant Director Design and Construction, Facilities &
Fleet Management, 704-420-2626
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly major capital projects update for projects managed
by the Facilities & Fleet Management Department .
FINANCIAL IMPACT:
None.
Drought Status - Update26-350
INFORMATION CONTACT:
Aubrey Lofton, UC Water - Planning & Resource Management, Director,
704-296-4241
ACTION REQUESTED:
None.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Water is closely following the current drought . Union
County Water declared Stage 2 Drought Restrictions on May 15 to
comply with the Catawba-Wateree Drought Management Advisory
Group’s status change based on the Low Inflow Protocol triggers .
Attached are the updated Low Inflow Protocol triggers as of June 1, 2026
and the US Drought Monitor as of June 4, 2026.
FINANCIAL IMPACT:
None.
Business
Consider Amendment to Conveyance of County Owned Property in
Union County Industrial Park (Project Canopy)
26-336
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Board of Commissioners Meeting Agenda June 16, 2026
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
1) Adopt the Resolution for the Conveyance of County Property to McGee
Corporation for Economic Development Pursuant to N .C.G.S. §158-7.1;
and 2) Authorize the County Manager to i) negotiate and execute any
documentation and agreement substantially consistent with this agenda
item and necessary to effectuate such sale, ii) exercise any extension
term options set forth in the Agreement, and iii) terminate the Agreement
if deemed in the best interest of the County, each in the County
Manager’s discretion.
PRIOR BOARD ACTIONS:
1) October 20, 2025, Regular Meeting, Agenda Item #25-624 - Public
Hearing Conducted for consideration of Step 4 Economic Development
Incentive Grant to McGee Corporation
2) October 20, 2025, Regular Meeting, Agenda Item #25-626 - Step 4
Economic Development Incentive Grant was awarded to McGee
Corporation in an amount-not-to-exceed $696,00 paid over a 5-year
period beginning in FY 2028
3) December 8, 2025, Regular Meeting, Agenda Item #25-748 - Public
Hearing Conducted on conveyance of real property
4) December 8, 2025, Regular Meeting, Agenda Item #25-749 -
Consideration of conveyance of county owned property
BACKGROUND:
The Union County Economic Development Department started
conversations with McGee Corporation under codename Project Canopy
in late 2024 about the potential relocation of their manufacturing
operation from Stallings, North Carolina, to a 60.97-acre parcel located
off Goldmine Road. The company originally submitted an offer of
$4,267,900, being $70,000 per acre. The land sought by the company
was previously acquired by Union County for an industrial park or to be
held for resale for industrial or commercial use, for an industrial or
commercial project, pursuant to G .S. 158-7.1(the specific parcel
considered for sale is Union County Tax Parcel #09372003D).
McGee Corporation’s purchase of this land is in concert with the County ’s
economic development objectives, which are the stimulation of the local
economy, growth of the tax base, promotion of business, and creation of
job opportunities within Union County . The original Real Estate Purchase
and Sale Agreement was signed on January 20, 2026, for the purchase
price of $4,267,900. However, it was discovered that there exist certain
conditions on approximately 2.5 acres of the property, including
encroachments as well as wetlands, which have decreased the fair
market value of the property and need to be addressed prior to the
closing date. The price per acre has been reduced only on the affected
2.5 acres of the property. The purchase consideration is now
$4,136,650.00 in cash, subject to all easements, right of ways,
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Board of Commissioners Meeting Agenda June 16, 2026
encroachments, and other restrictions of record, and to account of any
property conditions. The Board of Commissioners has determined that
the property subject to conveyance has a fair market value of
$4,136,650.00.
The land will be used for an industrial project with an approximate
investment of $40,000,000 and the creation of 35 new jobs with a
probable hourly wage of $30.28 per hour for employees on the property .
McGee Corporation intends to build a new 366,000 square-foot
manufacturing facility on the property which will serve as its headquarters
for design, sales, manufacturing, and distribution . This sale is made
pursuant to private negotiation under G .S. 158-7.1.
FINANCIAL IMPACT:
Union County would receive $4,136,650.00 in cash in exchange for the
land. The project would also bring a prospective $40,000,000 in new
capital investment and at least 35 new jobs earning a probable wage of
$30.28 per hour into Union County.
2025 Critical Intersection Program Design and Cost Estimation
Study Approval
26-338
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range
Planning, 704-283-3690
ACTION REQUESTED:
Approve recommended designs for five intersections in study .
PRIOR BOARD ACTIONS:
1) October 21, 2024, Regular Meeting, Agenda Item #24-644 - Authorized
staff to apply for CRTPO grant
2) June 2, 2025, Regular Meeting, Agenda Item #25-329 - Authorized
interlocal agreements with participating municipalities
BACKGROUND:
Union County, in partnership with Indian Trail, Monroe, Unionville and
Wesley Chapel, has completed the design and cost estimation work for
five intersections identified in the 2023 Critical Intersection Analysis. The
intersections are:
·Unionville- Indian Trail Road at Unionville Brief and East CJ
Thomas (Unionville)
·Lancaster and Bragg (Monroe)
·New Town and Lester Davis (Wesley Chapel)
·Old Charlotte and Hayes /Faircroft (Indian Trail)
·NC 84 and Willoughby
The County, municipalities, NCDOT, and CRTPO met from October 2025
through May 2026 to analyze conditions, evaluate options, develop
designs, engage the public, and identify a recommended design and cost .
The public was consulted in March with virtual community meetings and
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Board of Commissioners Meeting Agenda June 16, 2026
online survey.
The four municipalities have approved the designs within their
boundaries. The intersection of NC 84 and Willoughby is the only
intersection in unincorporated Union County .
Approval does not commit Union County to funding the recommended
improvements. The designs and cost estimates may be used by the
County, municipalities, and NCDOT in future grant applications for
implementation.
FINANCIAL IMPACT:
None.
Proclamation - America 250 Month26-337
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
Adopt Proclamation recognizing July 2026 as America 250 Month in
Union County.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On July 4, 2026, our nation will celebrate the 250th anniversary of this
historic event, known nationwide as “America 250.” This proclamation
recognizes the 250th anniversary of the signing of the Declaration of
Independence on July 4, 1776, and encourages residents to reflect on the
nation's founding principles of liberty, equality, and democracy . It also
highlights Union County's contributions to the history of North Carolina
and the United States, while encouraging participation in local
commemorative events and activities that honor our shared history,
promote civic engagement, and foster community pride and unity .
FINANCIAL IMPACT:
None.
Appointments to Boards and Committees26-341
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board, 704-283-3853
ACTION REQUESTED:
Appoint members
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Click or tap here to enter text .
FINANCIAL IMPACT:
None
Page 15 of 16
16
Board of Commissioners Meeting Agenda June 16, 2026
County Manager's Comments
Commissioners' Comments
Adjournment
Page 16 of 16
17
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-320 Agenda Date:6/16/2026
TITLE:..title
Public Hearing - Rezoning Petition 2026-CZ-007 Beulah Church
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for rezoning petition
PRIOR BOARD ACTIONS:
None
BACKGROUND:
This case is a request to rezone a 3.21 acre parcel appearing on the tax map as tax parcel 06-042-
001J located on Beulah Church Road from B-2 with Conditions to B-2 with Modified Conditions. The
rezoning request is an amendment to an existing conditional rezoning on the site and includes the
following amended conditions:
1)Hours of operation changed from 9:00 AM to 9:00 PM to 6:30 AM to 9:30 PM
2)Any required privacy fence will be made of solid material to reduce noise
3)Trash and recycling pickup will occur between 9:00 AM and 5:00 PM
The second and third conditions were added by the Land Use Board at its May 19, 2026 meeting as
a response to resident concerns over noise. These additional conditions were agreed to by the
applicant. The Land Use Board then recommended approval on a 7-0 vote, citing consistency with
the land use map used in the initial rezoning and increased flexibility for the owner.
If the Board of Commissioners wishes to make a decision on this rezoning petition, it can consider
the following motions.
To approve the proposed amendment (the proposal is consistent with the current plan)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North
Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
To deny the proposed amendment (the proposal is inconsistent with the current plan)
Motion
(i) Deny rezoning petition CZ-2026-007 submitted by R. Dean Harrell; and (ii) adopt the consistency
Union County, NC Printed on 6/1/2026Page 1 of 2
powered by Legistar™18
File #:26-320 Agenda Date:6/16/2026
and reasonableness statement for denial.
FINANCIAL IMPACT:
None
Union County, NC Printed on 6/1/2026Page 2 of 2
powered by Legistar™19
1
Planning Department
500 North Main Street, Suite 70
Monroe, NC 28112
T 704.283.3565
unioncountync.gov
Rezoning Request CZ-2026-007 Beulah Church
This case is a request to rezone a 3.21 acre parcel appearing on the tax map as tax parcel 06-
042-001J located on Beulah Church Road from B-2 with Conditions to B-2 with Modified
Conditions. The rezoning request is an amendment to an existing conditional rezoning on the
site and includes the following amended conditions:
1) Hours of operation changed from 9:00 AM to 9:00 PM to 6:30 AM to 9:30 PM
2) Any required privacy fence will be made of solid material to reduce noise
3) Trash and recycling pickup will occur between 9:00 AM and 5:00 PM
Contact Information
1. Staff: Bjorn Hansen, Senior Planner, 704-283-3690, bjorn.hansen@unioncountync.gov
20
2
2. Owner: Beulah Church Road Developers, LLC, 5615 Potter Road, Matthews, NC 28104
3. Applicant: Beulah Church Road Developers, LLC, 5615 Potter Road, Matthews, NC 28104
Property Information
Located on the southwest corner of Beulah Church and Waxhaw Indian Trail roads. Location
more specifically described as tax parcel 06-042-001J.
Municipal Proximity
The site is near Wesley Chapel and Weddington.
North of Site Site
East of Site West of Site
21
3
Existing Land Use and Development Status
The parcel is currently zoned B-2 with Conditions and is undeveloped and partially forested.
Environmental Features
There are no streams, wetlands, or floodplains on the site.
22
4
Utilities
Water and sewer are available to the site.
Zoning and Land Use History
This property was rezoned to B-2 with Conditions in early 2020 to allow a shopping center to be
built. It was previously proposed for rezoning to B-2 in 2007, but was withdrawn. A 161 acre
parcel to the north of the site was proposed for R-20 zoning in 1998, but was withdrawn. There
later were two successful rezonings in 2018 and 2019 to rezone eight acres for a senior living
facility on the north side of Beulah Church. There have been no other zoning actions in the
immediate vicinity in unincorporated Union County.
23
5
Schools
Because this rezoning request is commercial in nature, UCPS was not consulted for comments.
Transportation
This site is on Beulah Church and Waxhaw Indian Trail Roads, which are a NCDOT-maintained
facility. This section of Waxhaw Indian Trail Road carries approximately 11,500 vehicles per day.
There are no funded road improvement projects in the immediate vicinity of the rezoning. A
traffic Impact Analysis (TIA) was not required for this amended rezoning. The site already has
conditions for a median, crosswalk, and turn lanes into the site.
24
6
Union County Comprehensive Plan
The initial 2020 rezoning for this property was evaluated against the comprehensive plan and
land use map in place at the time. The land use map was amended as part of the rezoning to
include a commercial node at the intersection, which was consistent with development patterns
in the area. This proposed rezoning is consistent with the land use map used as part of the 2020
rezoning.
The Union County 2050 land use map identifies the entire area as a Transition Zone, which
recognizes the limited amount of unincorporated land and close proximity to several
municipalities as reasons to restrict rezonings in this area and instead incentivize them to annex
into an adjacent municipality.
25
7
2050 Plan Land Use Map
2014 Plan Land Use Map
26
8
Public and Municipal Comments
Public Comments
A community meeting was required and was held on April 15, 2026. A total of 17 residents
attended the meeting and expressed concern over the proposed hours of operation as well as
the overall development. No changes were made to the site plan as a result of the meeting.
Two residents spoke against the rezoning at the May 19, 2026 Land Use Board meeting, citing
concerns over safety and noise.
Municipal Comments
Weddington and Wesley Chapel were consulted due to the distance to their municipal limits. No responses were received.
Recommendations
Land Use Board
The Land Use Board unanimously recommended approval at its May 19, 2026 meeting after adding two conditions, limiting trash pick up to between 9 AM to 5 PM and requiring the
privacy fence to be built of solid materials to reduce noise. The Board cited consistency with the
land use map used in the initial rezoning and increased flexibility for the owner.
Planning Department
This part of Union County at the time of the initial 2020 rezoning was identified is identified for single family residential at approximately two units per acre, with a Neighborhood Center commercial node at the intersection of this rezoning. The Land Use Map was subsequently modified through the 2050 Comprehensive Plan to recognize the limited amount of
unincorporated land in the area and designated the area as a Transition Zone, meaning
upzonings would not be supported. The proposed rezoning is not an upzoning of existing
zoning on the site, is consistent with the land use map in place at the time of the initial rezoning
and provides additional flexibility to the property owner as they develop the site. The proposed
use is therefore considered appropriate for the area. Because of these aspects of the
development, staff recommend approval of this rezoning application.
27
9
28
29
Application for
Conditional Rezoning
Union County
Planning Department
500 N Main Street -Suite 70
Monroe, NC 28112
T 704.283.3565
E UCPlanning@unioncountync.gov
General Information Proj ect Addr e ss l.f<7'11 WA--,<iffiu) City /11�@.<JS State bl�, Zi� � IO L/ I��\\) T�L.. P.d Tax Pa rcel \00l:,6i-(J,C:OjJCurrent Zonin9.. De signation CZ � . .,l,_;Total Acres 3, 'J.. I i'"l.. ��---
Proposed Zoning Designation sAmdcz Date Submitted (Y\!W-cb � )d,b'i-I
Contact lnfor�ationApplicant Name J) t:u.-LAtt Cl-\U..1<0-\ f!.J , »� v e.. kiP<U'S LL 'IR, (1_ e,"" i-1-14 {ire.//
Address SlzJ.-S i6!k_v:::: Q.�,
Phone70L!�4�L/-8)(S
Citl}14-.\:theLvs. State 't\lc. ZipA't3/0L(
Fax. ________ Email
Property Owner Name Bei...L.lA-b cl, RJ 11.v·eJop�
Address;iJIS Pd--f-e.< Rel City W1±.\+-ti?LC$ State � L Zip�� /Oj
Phone ]DY -56 L/ -LfB LS Fax ________ Email
Signature
�t'.lu:,k JopbDate
g� (d'41<.LQ.EUPrinted Nam e /Title Yl,\-e..� W <2..-v--ti]/\ A vu 14. ff-e_ V
ownA_r'S Cer�ation Unclude names and signatures of Rl�_owners)�. U UQ---y-::,, _fz±a.--JlJL fn� �l;.to K 1�v �d)sn·gr.ia r .e l�i� Dat� ."I �ed. Name /Ti�le
A,.11 -_ �' • 8:) I Jo IJ'-. M V\t'ec11 L , SJ.kw 1.¥t;:.L� -.. c r T -
Union County Office Use Only: Case Numbe r: Zp'Zi.?-GZ--001 Bev\a\...w\-Date R ec eived:_,..,_�--Zo�---21,_. ---------
Amount of Fee :� DID Fee Ok: &'ai\ R e c eived by:_�-�-' _________ _
Contact Bjorn Hansen to begin the process. T. 704.283.2690 E. Bjorn.hansen@unioncountync.gov
**This document is only valid from July l, 2024 -June 30, 2025 30
31
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-2026-007), submitted by R. Dean Harrell,
requesting a revision of the Union County Zoning Map by rezoning an approximately 3.207 acre
parcel of land appearing on the tax map as tax parcel 06-042-001J along the south side of Beulah
Church Road from B-2 with Conditions to B-2 with Modified Conditions.
CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN) (CZ-2026-007)
Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)
does hereby find and determine that adoption of the proposed map amendment is consistent with
the currently adopted Union County Comprehensive Plan (the “Plan”). The adoption of the
proposed map amendment (i) takes into account the need to amend the zoning map to meet the
needs of the community, and (ii) is reasonable and in the public interest because:
1. The proposed use under the amendment is consistent with the 2014 Land Use Plan, which
was in place at the time of initial rezoning of the property in 2020 to B-2 with Conditions.
The 2014 Plan’s Land Use Map identified this area as a Commercial Center. The
Commercial Center designation would support a range of retail and service uses,
consistent with the existing allowed uses. The current Plan’s Land Use Map now
designates this area as a Transition Zone. The Transition Zone designation encourages,
but does not require, developers to consider annexation into an adjacent municipality.
The Plan also provides a strategy of Union County not approving rezonings in a
Transition Zone which would “upzone” the property and increase density or intensity of
uses. The modified condition of several additional hours of operating hours does not
increase density or the overall allowed uses under the property. Rather, it is an
operational condition change which does not reach such an impact and is consistent with
the Plan.
2. The proposed change in the condition of hours of operation would still prohibit late night
operations (prohibiting hours of operation between 9:30 p.m. to 6:30 a.m.) that could
impact adjacent residential areas.
3. The tract of land is not overly small for the general area in which it is located and is
reasonable in size for the modified conditions contemplated.
4. The property itself is already zoned for B-2 uses with conditions. Additionally, the
property is located less than 0.2 miles from an existing retail business use with currently
almost the same operating hours as proposed under the modified conditions.
5. The use set forth under the conditions would meet Union County development standards.
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 allowing retail and service business
opportunities in Union County. The potential detriments of the use established by this
32
rezoning include any increased noise, light, and traffic exposure resulting from the
proposed use that could affect nearby properties.
33
CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN) (CZ-2026-007)
Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)
does hereby find and determine that this rezoning petition is inconsistent with the Union County
Comprehensive Plan (the “Plan”), and that denial of the proposed map amendment is reasonable
and in the public interest because:
1. The proposed rezoning could facilitate additional ongoing and potential commercial
rezonings in the immediate area inconsistent with the current Land Use Map in Transition
Zones, including in close proximity to existing residential uses.
2. Allowed hours of operation 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.
34
BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2026-007)
The Union County Land Use Board recommended that the Union County Board of
Commissioners approve the rezoning petition (CZ-2026-007), submitted by R. Dean Harrell,
requesting a revision of the Union County Zoning Map by rezoning an approximately 3.207 acre
parcel of land appearing on the tax map as tax parcel 06-042-001J along the south side of Beulah
Church Road from B-2 with Conditions to B-2 with Modified 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 INCONSISTENT
WITH THE CURRENT PLAN)
Motion
(i) Deny rezoning petition CZ-2026-007 submitted by R. Dean Harrell; and (ii) adopt the
consistency and reasonableness statement for denial.
35
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-321 Agenda Date:6/16/2026
TITLE:..title
Public Hearing - Rezoning Petition 2026-CZ-005 McAteer
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for proposed rezoning
PRIOR BOARD ACTIONS:
None
BACKGROUND:
This case is a request to rezone a 5.75 acre portion of a 17.21 acre parcel appearing on the tax map
as tax parcel 09-384-013 located on South Rocky River Road from RA-40 to Light Industrial (LI) with
Conditions. The rezoning request is a conditional rezoning, and includes the following conditions:
1)Limited to approved site plan dated April 6, 2026
2)Uses limited to office, warehouse and construction equipment and material storage
3)5.75 acre portion will be subdivided from parcel
4)Five-year vesting of development rights
5)Development will meet all requirements of the Union County Unified Development Ordinance
on the date of approval
The Land Use Board unanimously recommended approval at its May 19, 2026 meeting, citing
consistency with the Land Use Map and increased business opportunities.
If the Board of Commissioners wishes to make a decision on this rezoning petition, it can consider
the following motions:
To approve the proposed amendment (the proposal is consistent with the current plan)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North
Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
To deny the proposed amendment (the proposal is inconsistent with the current plan)
Motion
(i) Deny rezoning petition CZ-2026-005 from Jeremy McAteer; and (ii) adopt the consistency and
Union County, NC Printed on 6/1/2026Page 1 of 2
powered by Legistar™36
File #:26-321 Agenda Date:6/16/2026
reasonableness statement for denial.
FINANCIAL IMPACT:
None
Union County, NC Printed on 6/1/2026Page 2 of 2
powered by Legistar™37
1
Planning Department
500 North Main Street, Suite 70
Monroe, NC 28112
T 704.283.3565
unioncountync.gov
Rezoning Request CZ-2026-005 McAteer
This case is a request to rezone a 5.75 acre portion of a 17.21 acre parcel appearing on the tax
map as tax parcel 09-384-013 located on South Rocky River Road from RA-40 to Light Industrial
(LI) with Conditions. The rezoning request is a conditional rezoning, and includes the following
conditions:
1) Limited to approved site plan dated April 6, 2026
2) Uses limited to office, warehouse and construction equipment and material storage
3) 5.75 acre portion will be subdivided from parcel
4) Five-year vesting of development rights
5) Development will meet all requirements of the Union County Unified Development
Ordinance on the date of approval
38
2
Contact Information
1. Staff: Bjorn Hansen, Senior Planner, 704-283-3690, bjorn.hansen@unioncountync.gov
2. Owner: McAteer Family Living Trust, 1115 McAteer Road, Monroe, NC 28112
3. Applicant: Jeremy McAteer, 1115 McAteer Road, Monroe, NC 28112
Property Information
Located on the east side of South Rocky River Road south of NC 75. Location more specifically
described as tax parcel 09-384-013.
Municipal Proximity
The site is one mile east of Mineral Springs.
North of Site Site
East of Site West of Site
39
3
Existing Land Use and Development Status
The parcel is currently zoned RA-40 and is used for row crops.
Environmental Features
There is a stream in the center of the parcel, but it does not impact the portion being rezoned. The entire parcel is within the Lake Lee Water Supply Watershed, which limits impervious
surface. The proposed site plan meets the watershed development standards.
40
4
Utilities
Water is available to the site and will rely on septic for sewer service.
Zoning and Land Use History
This property has been zoned RA-40 since zoning was instituted in Union County. There have
been several rezonings to Light Industrial immediately north of this property since 1977. Two
large residential rezonings south of the site were proposed in 2019 and 2022 and were denied.
Two special use permits for day care facilities west of the site were approved in 1981 and 1996.
There have been no other zoning actions in the immediate vicinity in unincorporated Union
County.
41
5
Schools
Because this rezoning request is commercial in nature, UCPS was not consulted for comments.
Transportation
This site is on South Rocky River Road, which is a NCDOT-maintained facility. This section of
South Rocky River Road carries approximately 4,900 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 trip generation for this site is expected to be
low, although it will have a high percentage of truck traffic.
42
6
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 are consistent
with the intent of the Employment Corridor.
43
7
Public and Municipal Comments
Public Comments
A community meeting was required and was held on April 28, 2026. A total of two residents
attended the meeting and asked questions about parcels impacted by the rezoning, approval
process, and implementation timeline. No changes were made to the site plan as a result of the
meeting.
Municipal Comments
Mineral Springs was not consulted due to the distance to their municipal limits.
Recommendations
44
8
Land Use Board
The Land Use Board reviewed this rezoning request at its May 19, 2026 meeting and unanimously recommended approval based on consistency with the land use map and business
opportunities for owner.
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, which is an
appropriate zoning designation in an Employment Corridor. The proposed traffic impacts are
moderate and this use will 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.
45
PPPPPPPPPPPPPPPPPPARCEL ID: 09384017
BILLY K. McATEER AND
HELEN C. McATEER
DB. 973 PG. 607
PARCEL ID: 09384013A
SHONE M. HOUSTON
DB. 1819 PG. 517
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PARCEL ID: 09381005
KAFE CA HOLDINGS, LLC
DB. 9262 PG. 563
PARCEL ID: 09381003
McATEER FAMILY LIVING TRUST
DB. 9281 PG. 877
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DB. 1285 PG. 765
PARCEL ID: 09381024
BARBARA FAYE GRIFFIN HELMS
DB. 3575 PG. 498
PARCEL ID: 09384012
ROBERT PAGE STEWART AND
VICKIE T. STEWART
DB. 307 PG. 590
PARCEL ID: 09384014
ALEXANDER PAGE HEIRS
DB. PG.
PARCEL ID: 09384011G
FRANKLIN W. HOWEY, JR.
DB. 885 PG. 538
PARCEL ID: 09384017BILLY K. McATEER ANDHELEN C. McATEERDB. 973 PG. 607
PARCEL ID: 09384013ASHONE M. HOUSTONDB. 1819 PG. 517
PARCEL ID:
09381003B
DOUGLAS O.
McATEER
DB. 3136 PG. 20
PC. D PG. 978
PIER
C/L OF DITCH(PER UNION COUNTY GIS)
CANAL S01°02'14"E344.31'S88°57'46"W
214.93'S01°02'14"E931.63'N88°56'17"E
254.93'S00°27'11"E498.45'N
4
5
°
5
4
'
0
9
"W
6
7
9
.
6
4
'
N82°17'43"W
518.73'
L1N81°20'54"
W
477.13'L2L3S2
8
°50
'44
"E451
.87
'
S66°58'
3
8
"
W
362.28'
L4
L5N47°
3
8
'
4
3
"
W
53
2
.
8
9
'
N56°3
3
'
0
9
"
E
513.22'
(
T
O
T
A
L
)
S75°51'27"
E
296.81'N05°11'46"E892.88'N61°1
5'
4
5"
E
418.8
6'L6L7L8
L9L10
(NOT
T
O
S
C
A
L
E
)100'
60'
DB. 237 PG. 140 (PORTION)
CP
CP
CP
(SEE
N
O
T
E
1
2
)(60' PUBLIC RIGHT OF WAY)240.02
N80°30'03"
W
639.22
S16°24'20"W995.7036.41
*SEE AREA TABLEDB. 237 PG. 140 (PORTION)
200.70
CHAIN LINK
FENCE
N.C. HI
G
H
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7
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60' PUB
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8
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LEGEND
369
SET
370
SET
371
SET
372
SET
373
IRON FOUND
375376377378379380381382383384385387388389390
374391
392
393394395396397
398399400401402403404405406407408409410411
412
413
414
415416
417418419420
421422423424425426427428429430431432433434N61°
1
7'
4
0"
E
1
8
1.
2
4'S23°45'18"E
327
.84
'
S65°4
9'
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9
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W
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8
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'05
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315
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'
800664.670
NCGS U51
N65°05'33"E
2,516.16'
(
H
.
G
.
)
2,515.81'
(
G
R
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D
)
NTS
N.C.G.S. "U51"PID: EC0165N:443734.35E:1512250.09N.A.D. 83/2011
N:444793.89E:1514531.90N.A.D. 83/2011
S61°18'02"
W
1
9
2
4
.
6
3
'
(
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)
#4 REBAR (F)MCATEER ROAD60' PUB
LIC
RIGHT
-OF-WAYP.C.
L
, PG
.
832
D.B. 7675, PG. 478TRACT 1P.C. L, FILE 832P.N. 09381003
JEREMY D. MCATEERAND WIFE, AMBER L. MCATEERD.B. 7675, PG. 478TRACT 1P.C. L, FILE 832P.N. 09381003
FARMS, LLCD.B. 7279, PG. 602(PARCEL ONE)P.N. 0938400140'
R
IG
H
T-O
F
-W
AY
P.C
.
D
,
P
G
.
978
60'
54984 SQ.FT.
1.26 AC.
TRACT 352,773 SQ.FT.OR 1.21 AC.(NEW TRACT)
40' S.B.
15'
S
.
Y
.
15'
S
.
Y
.
40' R.Y.PAVED ROAD
NTS
801
LOOK
LOOK
803
LOOK
805
LOOK806
LOOK
807
LOOK
20001
EX ANGLE IRON
NAB SET AT BASE FND
20003
WDF1 B
20004
WDF1 E AT BLDG
20005
WDF1 B
20006
WDF1
20007
WDF1
20008
WDF1
20009
WDF1
20010
WDF1
20011
WDF1
20012
WDF1
20013
WDF1
20014
WDF1
20015
WDF1
20016
WDF1
20017
WDF1
20018
WDF1
20019
WDF1
20020
WDF1
20021
WDF1
20022
WDF1
20023
WDF1
20024
WDF1
20025
WDF1
20026
WDF1
20027
WDF1
20028
WDF1
20029
WDF1
20030
WDF1
20031
WDF1
20032
WDF1
20033
WDF1
20034
WDF1
20035
WDF1
20036
WDF1
20037
WDF1
20038
WDF1
20039
WDF1
20040
WDF1 E
20041
EC1 B PILLAR
20042
EC1 PILLAR
20043
EC1 PILLAR
20044
EC1 CLO PILLAR
20045
EC1 B PILLAR
20046
EC1 PILLAR
20047
EC1 PILLAR
20048
EC1 CLO PILLAR
20049
WDF1 B
20050
WDF1
20051
WDF1
20052
WDF1
20053
WDF1
20054
WDF1
20055
WDF1 E AT OLD FNCE
20056
WDF1 B
20057
WDF1
20058
WDF1
20059
WDF1
20060
WDF1
20061
WDF1
20062
WDF1
20063
WDF1
20064
WDF1
20065
WDF1
20066
WDF1
20067
WDF1
20068
WDF1
20069
WDF1
20070
WDF1
20071
WDF1
20072
WDF1
20073
WDF1
20074
WDF1
20075
WDF1
20076
WDF1
20077
WDF1
20078
WDF1 E
20079
WDF1 B
20080
WDF1
20081
WDF1
20082
WDF1
20083
WDF1
20084
WDF1
20085
WDF1
20086
WDF1
20087
WDF1 E
20088
WDF1 B J 20086
20089
WDF1
20090
WDF1 E AT BLDG20091
WDF1 B
20092
WDF1 E AT BLDG20093
WDF1 B
20094
WDF1
20095
WDF1
20096
WDF1
20097
WDF1
20098
WDF1
20099
WDF1
20100
WDF1
20101
WDF1
20102
WDF1
20103
WDF1
20104
WDF1
20105
WDF1
20106
WDF1 E
JEREMY D. MCATEERAND WIFE, AMBER L. MCATEER
52773 SQ.FT.
40'
C/L OF DITCH(PER UNION COUNTY GIS)
C/L OF DITCH
C/L OFDITCH
294.76
S81°10'43"E
30' Power Easement (Distribution)
See Notes
15'
15'
PARCEL ID: 09381005KAFE CA HOLDINGS, LLCDB. 9262 PG. 563
PARCEL ID: 09381003McATEER FAMILY LIVING TRUSTDB. 9281 PG. 877TRACT 1 ~ PLAT CAB L PG. 832
653
652
651650649
648
648
650 647
646
649650
653652 651
654653
652
651
650
650
651
652
651652
653
654649
68.0'60.0'
125.0'
50.0'
20.0'
30.0'
30.0'
50.0'
GENERAL NOTES
1.ALL SITE PLAN, ZONING, AND EXISTING CONDITION INFORMATION UTILIZED IN THE
PREPARATION OF THIS PLAN IS CONSIDERED TO BE PRELIMINARY IN NATURE AND
SUBJECT TO CHANGE AND FINAL VERIFICATION.
2.THIS DOCUMENT IS CONCEPTUAL IN NATURE. DO NOT RELY ON THIS FOR PERMITTING,
CONSTRUCTION, BIDDING, ETC.
3.BASE MAP INFORMATION IS DESKTOP GIS DATA AND HAS NOT BEEN FIELD VERIFIED.
4.THE EXISTING TREE LINE AREAS HAVE SIGNIFICANT TOPOGRAPHIC DECLINE AND THE
AREAS NEED TO BE FIELD ASSESSED TO DETERMINE IF STREAMS OR WETLANDS ARE
PRESENT. DUE TO THIS UNKNOWN, BUFFERS ARE NOT ACCOUNTED AS PART OF THIS
CONCEPT PLAN
OPEN SPACE/TREE SAVE
THE OPEN SPACE AND TREE SAVE AREAS SHOWN ON THIS PLAN ARE CONCEPTUAL AND
PRELIMINARY. THEIR EXACT LOCATIONS ARE SUBJECT TO CHANGE AS THE CLIENT FINALIZES THE
OVERALL SITE LAYOUT, PRODUCT ALLOCATION, AND OTHER SPATIALLY DEPENDENT PROJECT
COMPONENTS.
STREAM/WETLAND INFORMATION
THE STREAM AND WETLAND DATA SHOWN ON THIS PRELIMINARY CONCEPT PLAN ARE BASED ON
IREDELL COUNTY GIS INFORMATION AND HAVE NOT BEEN FIELD-VERIFIED FOR ACCURACY. ALL
POTENTIAL WETLAND AREAS AND STREAM FEATURES DEPICTED ARE APPROXIMATE IN LOCATION
AND PRELIMINARY IN NATURE.
THIS CONCEPT PLAN IS SUBJECT TO REVISION UPON COMPLETION OF DETAILED FIELD SURVEYS
AND VERIFICATION OF JURISDICTIONAL BOUNDARIES BY THE APPROPRIATE REGULATORY
AGENCIES. FINAL DELINEATION MAY RESULT IN CHANGES TO THE SITE LAYOUT, AND POTENTIAL
UNIT LOSS MAY OCCUR AS A RESULT OF THESE ADJUSTMENTS.
FLOODPLAIN INFORMATION
FLOOD PLAIN INFORMATION OBTAINED FROM FEMA FIRM PANEL 3710466600J EFFECTIVE DATE OF
03/18/2008. NO FLOODPLAIN LOCATED ON THE PROPERTY
STORMWATER CONTROL MEASURES
THE LOCATION AND SIZE OF PROPOSED STORMWATER CONTROL MEASURES ARE CONCEPTUAL
AND PRELIMINARY. FINAL STORMWATER DESIGN WILL BE DETERMINED AS THE OVERALL PROJECT
LAYOUT, PRODUCT ALLOCATION, AND OTHER KEY PROJECT ELEMENTS ARE REFINED. THESE
AREAS ARE SUBJECT TO CHANGE BASED ON FINAL ENGINEERING, AND AS SUCH, THE SITE
LAYOUT AND TOTAL UNIT COUNT MAY ALSO BE ADJUSTED TO ACCOMMODATE STORMWATER
REQUIREMENTS.
ACCESS POINTS/DRIVEWAYS/STREETS
1.PROPOSED SITE ENTRANCE LOCATIONS ARE PRELIMINARY AND MUST BE EVALUATED TO
CONFIRM ADEQUATE SIGHT DISTANCE.
2.ALL INTERNAL ROADWAY AND STREET SYSTEMS SHOWN ARE CONCEPTUAL AND SUBJECT
TO CHANGE. FINAL DESIGN MUST BE REVIEWED AND VERIFIED FOR COMPLIANCE WITH THE
TOWN OF MOORESVILLE UNIFIED DEVELOPMENT ORDINANCE (UDO) AND APPLICABLE
NCDOT STANDARDS.
3.PROPOSED STREET CONNECTIONS ARE ALIGNED WITH EXISTING ROADS BUT ARE
CONCEPTUAL AND MAY BE ADJUSTED BASED ON FEEDBACK AND REQUIREMENTS FROM
REVIEWING AGENCIES.
DISCLAIMER ON SOURCE DATA ACCURACY:
P3 CIVIL EXPRESSLY DISCLAIMS ANY LIABILITY FOR PLAN DEFICIENCIES OR ERRORS ARISING
FROM RELIANCE ON INCORRECT, INCOMPLETE, MISSING, OR OUTDATED INFORMATION OBTAINED
FROM PUBLIC SOURCES, INCLUDING BUT NOT LIMITED TO GIS DATA, PLANNING, OR ZONING
DEPARTMENTS. THE CLIENT ACKNOWLEDGES AND AGREES THAT VERIFICATION OF ALL SUCH
DATA IS THEIR SOLE RESPONSIBILITY, AND P3 CIVIL SHALL NOT BE HELD RESPONSIBLE FOR ANY
DAMAGES, LOSSES, OR COSTS RESULTING FROM INACCURACIES IN THIRD-PARTY SOURCE
INFORMATION.
P3 CIVIL. PLLC
750 Imperial Ct
Charlotte, NC 28273
www.p3-civil.com
CONCEPT PLAN
MCATEER DESIGN OFFICE
VICINITY MAP
NTS
DEVELOPMENT SUMMARY
NOTES
P3 JOB # 2025-0018
DECEMBER 15, 2025
GRAPHIC SCALE
TAX PARCELS: 09384013 - UNION COUNTY
TOTAL PID ACREAGE:+/-17.21 AC. (PER GIS)
TO BE SUBDIVIDED & DEVELOPED:+/-5.75 AC.
REMAINING AC. TO BE EXCLUDED:+/-11.46 AC.
LOCATION: UNION COUNTY
ZONING:
EXISTING: RA-40 (RESIDENTIAL - AGRICULTURAL)
PROPOSED: LI (LIGHT INDUSTRIAL)
REZONING REQUIRED
PROPOSED USE: OFFICE, GARAGE, LAYDOWN YARD
MIN. LOT SIZE LI: NO MIN.
PROPOSED LOT SIZE: +/-5.75 AC.
MAX. IMPERVIOUS AREA
(WHEN NO C&G PROPOSED): 36%
PROPOSED IMPERVIOUS
AREA: 36%
FRONT SETBACK: 50'
REAR SETBACK: 50'
SIDEYARD: 20'
MAX. BLDG HEIGHT: 100'
PARKING REQUIRED: 0.5 SPACES PER EMPLOYEE
15 EMPLOYEES ANTICIPATED = 7.5 SPACES REQUIRED
0 LOADING SPACES REQUIRED (0-15k SF GROSS FLOOR AREA)
PARKING PROPOSED: 16 SPACES - 9' X 18'
1 VAN ACCESSIBLE ADA SPACE
TREE SAVE: TREE INVENTORY SURVEY REQUIRED IN AREAS "OUTSIDE THE BUILDABLE AREA OF A LOT OR
DEVELOPMENT SITE".
BUILDABLE AREA = ALL AREAS LOCATED OUTSIDE SETBACKS, R/W'S, EASEMENTS.
I.E. - TREE SURVEY REQUIRED WITHIN PROPERTY SETBACK AREAS
TREES DBH OF 12" OR GREATER MUST BE MITIGATED AT 125% OD DBH REMOVED
OPEN SPACE: NOT REQUIRED FOR LI
WATERSHED: UPPER RICHARDSON CREEK (PROJECT IS LOCATED IN A WATER SUPPLY WATERSHED)
TOTAL SF ALL STRUCTURES:+/- 10K SF
TOTAL ACREAGE TO BE DISTURBED:XX
TOTAL ACREAGE IN R/W:XX
WATER SOURCE:S ROCKY RIVER RD PUBLIC WATER LINE (TAP TO BE PROPOSED)
WASTEWATER SOURCE PROVIDER: SEPTIC SYSTEM TO BE PROVIDED (SEE OWNER, DEVELOPER, CONSULTANT INFO)
TOTAL ACREAGE IN R/W:+/- 0.019 AC. (DRIVEWAY CONNECTION TO S ROCKY RIVER RD)
TOTAL DISTURBED AREA:+/- 2.72 AC. (+/- 47% OF TOTAL SITE)
LEGEND:
COS COMMON OPEN SPACE
SCM STORMWATER CONTROL MEASURE
SITE MCATEER RDS
R
O
C
K
Y
R
I
V
E
R
R
D
POTENTIAL R/W DEDICATION
STREAM LINE (PER GIS)
FLOOD PLAIN (FROM GIS)
POSSIBLE STREAM (PER GIS TOPO)
NATURAL GAS EASEMENT
PERIMETER BUFFER
WAXH
A
W
H
W
Y
UNION COUNTY NOTES
THOUGH IT MAY NOT BE ILLUSTRATED, SHOWN, LISTED, DENOTED, OR EXPRESSED THIS PLAN SHALL
COMPLY WITH ALL PROVISIONS OF THE UNION COUNTY LAND DEVELOPMENT ORDINANCE IN EFFECT
AT TIME OF REVIEW AND APPROVAL
PARKING LOT SURFACE SHALL BE MAINTAINED IN SUCH A MANNER TO PREVENT, REPAIR, OR
REPLACE DETERIORATED SURFACE MATERIAL, POTHOLES AND MAJOR CRACKING OF
IMPERVIOUS/PERVIOUS SURFACE MATERIAL AND STRIPING SHALL BE VISIBLE AND WELL DEFINED.
FOR PRESERVED VEGETATION, MAINTENANCE SHALL BEGIN AT THE TIME THAT THE ROOT
PROTECTION ZONES ARE ESTABLISHED (PRIOR TO ROUGH GRADING) AND SHALL CONTINUE
INDEFINITELY. FOR PLANTED MATERIALS, MAINTENANCE SHALL BEGIN AT THE TIME OF PLANTING AND
SHALL CONTINUE INDEFINITELY.
NO OUTDOOR LIGHTING PROPOSED.
OWNER, DEVELOPER, CONSULTANT INFORMATION
OWNER:
JEREMY DAVID MCATEER
1115 MCATEER ROAD
MONROE, NC 28112
DEVELOPER:
JEREMY DAVID MCATEER
1115 MCATEER ROAD
MONROE, NC 28112
WASTEWATER CONSULTANT
THOMPSON ENVIRONMENTAL CONSULTING
PO BOX 541
MIDLAND, NC 28107
704-307-4881
TREE CONSERVATION AREA
TOTAL ACREAGE IN R/W:+/- 0.019 AC. (DRIVEWAY CONNECTION TO S ROCKY RIVER RD)
TOTAL DISTURBED AREA:+/- 2.72 AC. (+/- 47% OF TOTAL SITE)
APRIL 6, 2026
46
PPPPPPPPPPPPPPPPPP
P
P
P
P
P
P
C/L OF DITCH
(PER UNION COUNTY GIS)
P P
P
P P
P
P
P
199
pp
200
rbf
201
guy
202
pp
207
pp
208
pp
659
pp
660
pp
665
pp
666
guy
667
rbf
668
pp
2159
pp
2160
pp
2165
pp
2166
guy
2167
rbf
2168
pp
808
BNDRY
809
BNDRY
452648.790
INV CALC
15800
648.790
INV CALC 18"
INV:649.32
INV:648.79
INV:649.57
C/L OF DITCH
(PER UNION COUNTY GIS)
C/L OF DITCH
C/L OF
DITCH
30' Power Easem
e
n
t
(
D
i
s
t
r
i
b
u
t
i
o
n
)
See Notes
15'
15'
18" RCP
15" RCP
653
652
651
650
649
648
648
650 647646649650
653
652 651
654
653
652
651
650
650
651
652
651652653 654
649
WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW
W
W
W
W
W
W
W
W
W
W
W
W
W
W
W
W
W
W
W
W
W
WW
W
W
W
W
W WWWWWWWWWWWOFFICE
WAREHOUSE
ABC GRAVEL LAYDOWN
AREA
(+/-65K SF)
50'
F
R
O
N
T
S
E
T
B
A
C
K
50' REAR SETBA
C
K
20' SIDEYARDAPPROXIMATE SEPTIC SYSTEM AREA
LOCATION SUBJECT TO PERC. TEST
S
R
O
C
K
Y
R
I
V
E
R
R
D
EXISTING
WATER LINE
PROPOSED
WATER LINE
(8) SPACES
9'x19' (PER UDO,TYP.)
EXISTING TREE LINE, TYP.
3
5
.
0
'654652650648652650648646ACCESS GATE
8' HT. CHAINLINK
FENCE, TYP.20' SIDEYARDPROPERTY BOUNDARYPROPERTY BOUNDARYPROPERTY BOUN
D
A
R
Y
EXISTING CL
5' SW, TYP.
5' PLANTING AREA
CO
V
E
R
E
D
F
R
O
N
T
P
O
R
C
H
EXISTING STREAM
(PER UNION COUNTY GIS)
30' STREAM BUFFER30.0
'30.0
'
SCM
(+/-18K SF - FINAL SIZE TBD)
(18) IG
(10) IV
(14) IG
(10) IV
(13) IV
(12) IV
(10) IV
(12) IG
(1) AR
(9) QP
(1) AR
NCDOT 10' X 70'
SIGHT TRIANGLE
P3 CIVIL. PLLC
750 Imperial Ct
Charlotte, NC 28273
www.p3-civil.com
CONCEPT PLAN
MCATEER DESIGN OFFICE
VICINITY MAP
NTS
DEVELOPMENT SUMMARY
NOTES
P3 JOB # 2025-0018
DECEMBER 15, 2025
GRAPHIC SCALE
PLANT SCHEDULE
PLANTING REQUIREMENTS - PER UNION COUNTY UDO
SEC. 55.040 - STREET FRONTAGE LANDSCAPING
STREET FRONTAGE LANDSCAPING MUST BE PROVIDED ADJACENT TO PUBLIC STREET RIGHTS-OF-WAY.
LANDSCAPING AND SCREENING IS REQUIRED IN ACCORDANCE WITH THE S1 SCREENING STANDARDS OF §55.090-B.
S1 SCREENING REQUIRED
REQUIRES A HEDGEROW, DENSE PLANTING OF SHRUBS OR ORNAMENTAL GRASSES,
DECORATIVE MASONRY WALL OR ANY COMBINATION OF SUCH FEATURES THAT RESULTS IN A CONTINUOUS VISUAL
BARRIER AT LEAST 3 FEET IN HEIGHT.
IN ADDITION, AT LEAST ONE TREE IS REQUIRED PER 50 LINEAR FEET OF SCREEN.
TOTAL R/W FRONTAGE:428 LF
1 TREE/50' LF:9 TREES REQUIRED
REQUIRED TREES MAY BE CLUSTERED OR IRREGULARLY SPACED, BUT THE MAXIMUM SPACING OF TREES MAY NOT
EXCEED 100 FEET ON-CENTER.
VEGETATIVE MATERIAL USED AS A SCREEN MUST HAVE A MINIMUM HEIGHT OF 18 INCHES AT THE TIME OF
INSTALLATION,
WITH A HEIGHT AT MATURITY OF AT LEAST 3 FEET.
PERIMETER PARKING LOT LANDSCAPING
PERIMETER PARKING LOT LANDSCAPING MUST BE PROVIDED TO VISUALLY SCREEN PARKING LOTS FROM
PUBLIC RIGHTS OF WAY AND FROM ABUTTING RESIDENTIAL ZONING DISTRICTS IN ALL OF THE FOLLOWING CASES:
1. WHEN ANY NEW PARKING LOT IS CONSTRUCTED THAT CONTAINS 10 OR MORE PARKING SPACES OR
MORE THAN 3,500 SQUARE FEET OF PAVED AREA; AND
2. WHEN ANY EXISTING PARKING LOT IS EXPANDED TO CREATE 10 OR MORE NEW PARKING SPACES OR
MORE THAN 3,500 SQUARE FEET OF ADDITIONAL PAVED AREA.
TOTAL PERIMETER PARKING SHRUBS PROPOSED:99 SHRUBS
INTERIOR PARKING LOT LANDSCAPING REQUIREMENTS
INTERIOR PARKING LOT LANDSCAPING MUST BE PROVIDED IN THE FORM OF AT LEAST ONE SHADE TREE
AND 4 SHRUBS PER 10 PARKING SPACES.
TOTAL SPACES PROPOSED:17
SHRUBS REQUIRED/PROPOSED:7 SHRUBS
TREE REQUIRED/PROPOSED: 2 TREES
TREES AND LANDSCAPE MATERIAL LOCATED OUTSIDE THE PERIMETER OF THE PARKING LOT MAY NOT BE
COUNTED TOWARD SATISFYING INTERIOR PARKING LOT LANDSCAPING REQUIREMENTS. TREES AND LANDSCAPE
MATERIAL WITHIN THE CORNERS OF THE PARKING LOT MAY BE COUNTED.
LANDSCAPE ISLANDS MUST BE DISPERSED SO THAT THE DISTANCE BETWEEN ISLANDS IS NO GREATER
THAN 1O PARKING SPACES
TREE PRESERVATION:
TREE INVENTORY SURVEY REQUIRED IN AREAS "OUTSIDE THE BUILDABLE AREA OF A LOT OR DEVELOPMENT SITE".
BUILDABLE AREA = ALL AREAS LOCATED OUTSIDE SETBACKS, R/W'S, EASEMENTS.
I.E.- TREE SURVEY REQUIRED WITHIN PROPERTY SETBACK AREAS
I.F.
TREES DBH OF 12" OR GREATER MUST BE MITIGATED AT 125% OD DBH REMOVED
SYMBOL COMMON NAME LATIN NAME QTY. SIZE (AT TIME OF PLANTING)REMARKS
TREES
SHRUBS
GROUNDCOVERS
RED MAPLE 2" CAL. 6' HT.MATCH SPECIMEN, STRAIGHT LEADERACER RUBRUM 2
WILLOW OAK 2" CAL. 6' HT.MATCH SPECIMEN, STRAIGHT LEADERQUERCUS PHELLOS 9
INKBERRY HOLLY 3 GAL. 24"-36" HT.FULL TO GROUND, DISEASE FREEILEX GLABRA 44
YAUPON HOLLY ILEX VOMITORIA 55 3 GAL. 24"-36" HT.FULL TO GROUND, DISEASE FREE
SEED MIX AS NEEDED FOR STABILIZATION
LANDSCAPE PLAN
TREE, SHRUB, AND GROUNDCOVER PLANTING – GENERAL NOTES
(UNION COUNTY, NC – PLAN SHEET STANDARD)
ALL PLANT MATERIAL SHALL CONFORM TO THE LATEST EDITION OF THE AMERICAN
STANDARD FOR NURSERY STOCK (ANSI Z60.1) AND SHALL BE NURSERY-GROWN,
HEALTHY, AND TRUE TO NAME.
ALL TREES, SHRUBS, AND GROUNDCOVERS SHALL BE INSTALLED IN ACCORDANCE
WITH
GASTON COUNTY UDO, ALL APPLICABLE LANDSCAPE REQUIREMENTS, AND THESE
PLANS.
PLANT SUBSTITUTIONS ARE NOT ALLOWED WITHOUT WRITTEN APPROVAL FROM
THE LANDSCAPE ARCHITECT, ENGINEER, OR THE AUTHORITY HAVING
JURISDICTION.
ALL PLANTING AREAS SHALL BE FREE OF CONSTRUCTION DEBRIS, ROCKS, AND
SPOIL MATERIAL.
SOILS SHALL BE LOOSENED AND DE-COMPACTED TO A MINIMUM DEPTH OF 6–8
INCHES PRIOR TO PLANTING.
ALL TREES SHALL BE INSTALLED WITH THE ROOT FLARE AT OR NO MORE THAN 1"
ABOVE FINISHED GRADE. REMOVE ALL BURLAP, TWINE, AND WIRE FROM THE TOP
1/3 OF THE ROOT BALL.
SHRUBS AND GROUNDCOVERS SHALL BE INSTALLED SO THAT THE ROOT CROWN IS
LEVEL WITH ADJACENT GRADE. PLANTS SHALL NOT BE INSTALLED DEEPER THAN
THEIR ORIGINAL CONTAINER DEPTH.
MULCH ALL TREE SAUCERS, SHRUB BEDS, AND GROUNDCOVER AREAS TO A 3-INCH
DEPTH
(2 INCHES IN GROUND-COVER AREAS). MULCH SHALL BE SHREDDED HARDWOOD
OR PINE BARK AND SHALL BE CLEAN, WEED-FREE, AND FREE OF INVASIVE SPECIES.
TREES SHALL BE STAKED ONLY IF REQUIRED BY THESE PLANS OR THE SITE
CONDITIONS. REMOVE STAKES AND STRAPS AFTER 12 MONTHS.
CONTRACTOR SHALL WATER ALL PLANTS IMMEDIATELY AFTER INSTALLATION AND
SHALL MAINTAIN ADEQUATE MOISTURE UNTIL FINAL ACCEPTANCE. ALL PLANTING
SHALL OCCUR ONLY WHEN SOIL CONDITIONS ARE SUITABLE.
ANY PLANT MATERIAL THAT DIES, DECLINES, OR FAILS TO THRIVE SHALL BE
REPLACED BY THE CONTRACTOR AT NO COST TO THE OWNER PRIOR TO FINAL
ACCEPTANCE.
A MINIMUM ONE-YEAR WARRANTY SHALL APPLY TO ALL TREES, SHRUBS, AND
GROUNDCOVERS FROM THE DATE OF FINAL INSTALLATION.
CONTRACTOR SHALL VERIFY ALL UTILITY LOCATIONS PRIOR TO EXCAVATION (CALL
811). PLANTING HOLES SHALL NOT BE EXCAVATED WITHIN DESIGNATED UTILITY
EASEMENTS WITHOUT PRIOR APPROVAL.
ALL PLANTING BEDS SHALL RECEIVE A WEED-FREE, 3-INCH SOIL AMENDMENT
INCORPORATION WHERE SHOWN OR REQUIRED TO IMPROVE SOIL STRUCTURE AND
DRAINAGE.
CONTRACTOR SHALL PROTECT EXISTING TREES AND SITE FEATURES DURING
CONSTRUCTION. ANY DAMAGE SHALL BE REPAIRED OR REPLACED AT THE
CONTRACTOR’S EXPENSE.
FINAL PLANTING LOCATIONS MAY BE ADJUSTED UP TO 24 INCHES TO AVOID
OBSTRUCTIONS, MAINTAIN PROPER SPACING, AND IMPROVE VISUAL ALIGNMENT,
SUBJECT TO APPROVAL.
ALL TREES ADJACENT TO STREETS SHALL BE PLANTED OUTSIDE OF SIGHT
TRIANGLES AND SHALL MEET GASTON COUNTY SIGHT DISTANCE REQUIREMENTS.
TURF AREAS ADJACENT TO PLANTING BEDS SHALL BE SMOOTHLY TRANSITIONED
TO MATCH EXISTING GRADE AND SHALL DRAIN FREELY AWAY FROM STRUCTURES.
ALL PLANTING WORK SHALL BE PERFORMED BY QUALIFIED PERSONNEL
EXPERIENCED IN LANDSCAPE INSTALLATION.
UTILITY-RELATED REQUIREMENTS
CONTRACTOR SHALL CONTACT NORTH CAROLINA 811 PRIOR TO ANY EXCAVATION.
ALL UTILITIES SHALL BE FIELD-LOCATED AND MARKED BEFORE ANY PLANTING
HOLES ARE DUG.
CONTRACTOR SHALL HAND-DIG ALL PLANTING HOLES WITHIN 5 FEET OF ANY
MARKED UNDERGROUND UTILITY. AUGERING IS NOT PERMITTED NEAR UTILITIES.
NO TREE SHALL BE PLANTED WITHIN 10 FEET OF ANY UNDERGROUND UTILITY LINE
(WATER, SEWER, ELECTRIC, GAS, FIBER, OR COMMUNICATION) UNLESS APPROVED
BY THE ENGINEER AND UTILITY OWNER.
NO TREE SHALL BE PLANTED DIRECTLY ABOVE WATER OR SEWER SERVICE
LATERALS. SHRUBS AND GROUNDCOVERS MAY BE USED ONLY IF ROOT SYSTEMS
ARE NON-INVASIVE.
NO PLANT MATERIAL SHALL BE INSTALLED WITHIN UTILITY EASEMENTS WITHOUT
PRIOR WRITTEN APPROVAL OF THE UTILITY OWNER AND AUTHORITY HAVING
JURISDICTION. WHERE PLANTED IN APPROVED EASEMENTS, THE OWNER ACCEPTS
RISK OF DAMAGE OR REMOVAL DURING FUTURE UTILITY WORK.
MAINTAIN REQUIRED CLEARANCES FROM OVERHEAD UTILITIES. UNDER POWER
LINES, SELECT ONLY TREE SPECIES THAT MATURE BELOW THE UTILITY HEIGHT AS
APPROVED BY THE LOCAL ELECTRIC UTILITY.
CONTRACTOR SHALL NOTIFY THE ENGINEER IMMEDIATELY IF A CONFLICT BETWEEN
PLANT MATERIAL AND UTILITIES IS DISCOVERED SO THAT FIELD ADJUSTMENTS CAN
BE MADE.
SITE & INSTALLATION REQUIREMENTS
FINAL PLANT LOCATIONS MAY BE SHIFTED UP TO 24 INCHES TO AVOID
OBSTRUCTIONS, UTILITIES, OR CONFLICTS WHILE MAINTAINING THE INTENT OF THE
DESIGN.
MAINTAIN ALL REQUIRED SIGHT TRIANGLE CLEARANCES. NO SHRUBS EXCEEDING
30" MATURE HEIGHT SHALL BE INSTALLED WITHIN SIGHT TRIANGLES.
CONTRACTOR SHALL PROTECT EXISTING TREES, ROOT ZONES, AND SITE FEATURES
FROM DAMAGE THROUGHOUT CONSTRUCTION. ANY DAMAGE SHALL BE REPAIRED
AT THE CONTRACTOR’S EXPENSE.
TURF AREAS ADJACENT TO PLANTING BEDS SHALL BE GRADED TO PROVIDE
SMOOTH TRANSITIONS AND POSITIVE DRAINAGE AWAY FROM STRUCTURES.
ALL WORK SHALL BE PERFORMED BY QUALIFIED LANDSCAPE INSTALLATION
PERSONNEL.
47
Application for
Conditional Rezoning
General Information Project Address o South Rocky River Rd City Monroe
Union County
Planning Department
500 N Main Street -Suite 70
Monroe, NC 28112
T 704.283.3565
E UCPlanning@unioncountync.gov
State North Carolina Zip 28112
Tax Parcel ID 0938401 3 Current Zoning Designation __ R _A _-4_0 ____ Total Acres 1 7.21 (will be
Proposed Zoning Designation Light Industrial Date Submitted 31312026 subdividing and rezoning 5.75 ac)
Contact Information Applicant Name_J_e _re _m_y _M_c_A_t _ee_r __________________________ _
City Monroe State North Carolina Zip_2_8 _1 _1 2 ___ _ Address 111 5 McAteer Rd
Phone 704-282-0788 Fax ___________ Email __________ _
Prop erty Owner Name MCATEER JEREMY D TRUSTEE ET AL MCATEER AMBER L TRUSTEE
Address 1115 M cAteer Rd City Monroe State Nor t h Carolina Zip_2 _81_1 _2 ___ _
Phone 704-282-0788 Fax Email ----------------------
7'/3 (2. C
Date
.Tf_,�� Iv! <f/t,,�..
Printe Name/Title
r's C�J:ifi�ati9,9/!,9clude names and signatures of all owners)
------7'-,,�- � /'/'� 3/s/c� Str-e.vnt, !M.GA���r-ignature D'ate� PrintedName/Title A vv.b -er r-A "'1t t-c---e-�
Union Count� Office Use Only: Case Number: UJ7..Jo-C2 ,.. Cf.J"'{' Date Received:_S_-�3�-_Zlo _________ _
Amount of Fee:'t\DD:::, Fee Ok: @;� Received by:_��0\ _________ _
Contact Bjorn Hansen to begin the process. T. 704.283.2690 E. Bjorn.hansen@unioncountync.gov
**This document is only valid from July 1, 2025 -June 30, 2026 48
49
BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2026-005)
The Union County Land Use Board recommended that the Union County Board of
Commissioners approve the rezoning petition (CZ-2026-005) submitted by Jeremy McAteer,
requesting a revision of the Union County Zoning Map by rezoning a 5.75 acre portion of one
parcel totaling approximately 17.21 acres appearing on the tax map as tax parcel 09-384-013 on
South Rocky River Road 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 INCONSISTENT
WITH THE CURRENT PLAN)
Motion
(i) Deny rezoning petition CZ-2026-005 from Jeremy McAteer; and (ii) adopt the consistency
and reasonableness statement for denial.
50
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-2026-005) submitted by Jeremy McAteer,
requesting a revision of the Union County Zoning Map by rezoning a 5.75 acre portion of one
parcel totaling approximately 17.21 acres appearing on the tax map as tax parcel 09-384-013 on
South Rocky River Road 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-2026-005)
Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)
does hereby find and determine that adoption of the proposed map amendment is consistent with
the currently adopted Union County Comprehensive Plan (the “Plan”). The adoption of the
proposed map amendment (i) takes into account the need to amend the zoning map to meet the
needs of the community, and (ii) is reasonable and in the public interest because:
1. The proposed use is consistent with the Plan. The Plan’s Land Use Map identifies this
area as Employment Corridor overlay. The Plan provides that a variety of employment
uses may be appropriate in an Employment Corridor. Such uses that may be appropriate
include, without limitation, distribution, logistics, aeronautics, industrial, and agri-
business. A rezoning to Light Industrial would allow for many of these development uses
contemplated for an Employment Corridor under the Plan.
2. The parcel of land is a larger parcel (over five acres) and is reasonable in size for the
proposed zoning district.
3. An immediately adjacent property is already zoned as Light Industrial, as well as legally
non-conforming commercial uses immediately north of the proposed use.
4. The benefits to the community at large, the neighbors, and the property owners of the
proposed rezoning outweigh any detriments to the neighbors and others caused by the
rezoning. The benefits of this rezoning include potentially allowing for increased
employment or business uses for the surrounding community to utilize, as well as
developing an area designated in the Plan for development immediately adjacent to a
significant transportation corridor in the County. The potential detriments of the
proposed rezoning, depending upon the allowed use utilized in the proposed zoning
district, include any increased noise, light, and traffic exposure from the use that could
affect nearby properties.
51
CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN) (CZ-2026-005)
Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)
does hereby find and determine that this rezoning petition is inconsistent with the Union County
Comprehensive Plan (the “Plan”) and that denial of the proposed map amendment is reasonable
and in the public interest because:
1. Future allowed uses on the property under certain uses allowed in Light Industrial
districts could result in increased congestion on the roads and streets adjacent and nearby
to the property. Traffic congestion is a noted concern in the Plan.
2. The property is within a Water Supply Watershed, which limits development intensity in
order to protect the City of Monroe’s water supply. The proposed use would increase
development intensity on an existing undeveloped parcel. Supporting safe drinking water
is noted under the Plan.
3. The proposed rezoning may facilitate ongoing and potential future industrial uses in close
proximity to existing residential uses, including residential uses in nearby areas identified
as Rural Residential.
52
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-335 Agenda Date:6/16/2026
TITLE:..title
Public Hearing - Conveyance of County Owned Property in Union County Industrial Park (Project
Canopy)
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Conduct a Public Hearing to consider the conveyance of 60.97 acres located within the Union County
Industrial Park along Goldmine Road to McGee Corporation, their subsidiary or affiliated entity, for a
new industrial facility.
PRIOR BOARD ACTIONS:
1) October 20, 2025, Regular Meeting, Agenda Item #25-624 - Public Hearing Conducted for
consideration of Step 4 Economic Development Incentive Grant to McGee Corporation
2) October 20, 2025, Regular Meeting, Agenda Item #25-626 - Step 4 Economic Development
Incentive Grant was awarded to McGee Corporation in an amount-not-to-exceed $696,00 paid over a
5-year period beginning in FY 2028
3) December 8, 2025, Regular Meeting, Agenda Item #25-748 - Public Hearing for consideration of
conveyance of county owned property
4) December 8, 2025, Regular Meeting, Agenda Item #25-749 - Consideration of conveyance of
county owned property.
BACKGROUND:
The Union County Economic Development Department started conversations with McGee
Corporation under codename Project Canopy in late 2024 about the potential relocation of their
manufacturing operation from Stallings, North Carolina, to a 60.97-acre parcel located off Goldmine
Road. The company has previously submitted an offer of $4,267,900.00, being $70,000 per acre.
However, there are certain conditions existing on the land, which has reduced this offer to
$4,136,650.00. The land sought by the company was previously acquired by Union County for an
industrial park or to be held for resale for industrial or commercial use, for an industrial or commercial
project, pursuant to G.S. 158-7.1 (the specific parcel considered for sale is Union County Tax Parcel
#09372003D). McGee Corporation’s purchase of this land is in concert with the County’s economic
development objectives, which are the stimulation of the local economy, growth of the tax base,
promotion of business, and creation of job opportunities within Union County. The purchase
consideration is $4,136,650.00 in cash, subject to all easements, right of ways, encroachments, and
other restrictions of record. The Board of Commissioners has determined that the property subject to
conveyance, with consideration of certain conditions existing on the land, has a fair market value of
$4,136,650.00.
Union County, NC Printed on 6/1/2026Page 1 of 2
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File #:26-335 Agenda Date:6/16/2026
The land will be used for an industrial project with an approximate investment of $40,000,000 and the
creation of 35 new jobs with a probable hourly wage of $30.28 per hour for employees on the
property.
McGee Corporation intends to build a new 366,000 square-foot manufacturing facility on the property
which will serve as its headquarters for design, sales, manufacturing, and distribution. This sale is
made pursuant to private negotiation under G.S. 158-7.1
FINANCIAL IMPACT:
Union County would receive $4,136,650.00 in cash in exchange for the land. The project would also
bring a prospective $40,000,000 in new capital investment and at least 35 new jobs earning a
probable wage of $30.28 per hour into Union County.
Union County, NC Printed on 6/1/2026Page 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 #:26-339 Agenda Date:6/16/2026
TITLE:..title
Service Award Recognition
INFORMATION CONTACT:
Jennifer Davis, Human Resources, Assistant Director, 704-283-3803
ACTION REQUESTED:
Short video will play to recognize employee service award recipients for Q2 including April, May, and
June.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The employee recognition program acknowledges employees for full-time continuous service at the
following intervals: 5 years, 10 years, 15 years, 20 years, 25 years and 30 years of service. We
would like to recognize the following employees for full-time continuous service with Union County
Local Government.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 6/1/2026Page 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 #:26-345 Agenda Date:6/16/2026
TITLE:..title
Write Off - FY26 Water & Sewer Delinquent Balances
INFORMATION CONTACT:
Amy McCaskill, UC Water - Utility Business Services, Director, 704-283-3508
ACTION REQUESTED:
Approve the write-off of uncollectible water and sewer accounts as needed.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
N.C.G.S 25-2-725(1) and 1-52(1) place a statute of limitations on how far back delinquent water,
sewer, and solid waste account balances can be collected. Water accounts can be collected up to 4
years past their final bill date while sewer accounts can only be collected up to 3 years past their final
bill date. Any outstanding account balances past those dates are considered to be write-offs defined
as the elimination of uncollectible accounts receivable recorded on the general ledger.
The included attachment, for 1,139 water and sewer accounts totaling $157,526.65 denotes the
information for FY2026.
FINANCIAL IMPACT:
There will be a reduction in the accounts receivable balances for Union County Water of
$157,526.65. This will also be shown as a corresponding expense to the enterprise fund
uncollectable accounts.
Union County, NC Printed on 6/1/2026Page 1 of 1
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Union County Water
Street Address
City, State ZIP
T 555.555.5555
unioncountync.gov/water
To: Union County Board of Commissioners
From: Amy McCaskill, Director, Utility Business Services
Date: 6/16/2026
Re: Uncollectible Water and Sewer Accounts
Beginning July 1, 2013, the Union County Tax Collector’s office assumed the
responsibility for managing the delinquent account balances for Union County Public
Works’ final billed water and sewer accounts. To the extent allowed by the North
Carolina General Statutes, the Tax Collector’s office has been collecting these
outstanding account balances through the same processes used to collect delinquent
tax bills. In Fiscal Year 2015, Union County Public Works contracted with a third-
party collection agency to continue collection efforts after the Tax Collector’s office
has exhausted all options available to them. In July of 2021, the Deputy Tax Collector
FTE was transferred underneath Union County Water Business Operations.
The North Carolina General Statutes clearly define the time frame for which
delinquent utility bills can be collected. N.C.G.S 25-2-725(1) specifies that water
account balances can be collected up to four years past the final bill date. Likewise,
N.C.G.S 1-52(1) specifies that sewer account balances can be collected up to three
years past the final bill date. This means that delinquent balances remaining on
water accounts that were final billed prior to July 1, 2022 and on sewer accounts that
were final billed prior to July 1, 2023 are deemed uncollectible as of July 1, 2026 and
should be removed from Union County Water’s accounts receivable balances.
In compliance with these statutes of limitations, we are requesting that the Board of
County Commissioners approve the write off of all final billed account balances that
fall outside of the previously stated statutes of limitation, excluding any accounts with
an active garnishment. The balances to be written off are as follows:
FY23 Write Offs % of FY23 Service
Charges
Water $82,821.76 0.24%
Sewer $74,704.89 0.23%
Total $157,526.65
I will be glad to answer any further questions you may have regarding this matter.
57
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-326 Agenda Date:6/16/2026
TITLE:..title
Financing Letter - New Salem Volunteer Fire Department
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Authorize Chairman of the Board to sign the attached letter.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The New Salem Volunteer Fire Department is constructing a new fire station. The Fire Department
has secured financing agreement with HomeTrust Bank. As part of the financing documents, the
bank requires a letter from Union County, signed by the chair, stating that New Salem Volunteer Fire
Department is allowed to provide fire service in Union County, they are in good standing, the fire tax
district supports fire operations, and that the department has made the county aware of this financing
agreement.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 6/1/2026Page 1 of 1
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OFFICE OF THE COMMISSIONERS AND MANAGER
500 N. Main St., Room 921 Monroe, NC 28112 Phone (704)283-3810 Fax (704)282-0121
June 1, 2026
HomeTrust Bank
PO Box 10
Asheville, NC 28802-0010
Re: Municipal Lease and Option Agreement between HomeTrust Bank and New Salem Volunteer Fire
Department, Inc.
I am Chairman of the County Commissioners of Union County. This letter is to advise you that: New
Salem Volunteer Fire Department, Inc. is a qualified Volunteer Fire Department, assigned to protect a
specific Fire District within the County.
In addition, a special ad valorem (fire tax) is assessed on the real property owners of this district. Said tax
is to be used exclusively to provide equipment, facilities, and training as is necessary to provide fire
protection for said district. Said funds may also be used to upgrade equipment as the need arises. This
tax is collected by the County and disbursed by the Finance Office to the Fire Department on a regular
basis by the County Finance Officer. The Fire Department is operated and managed by the Board of
Directors of the Fire Department and the Officers of said Department. The Department is currently
meeting the requirements of their fire service contract.
The Fire Department has made us aware of their intention to acquire new capital assets through a Lease
Purchase transaction with your firm. Please be advised that the County has no objection to this
transaction.
Sincerely,
__________________________________
Brian Helms, Chairman
Union County Board of Commissioners
59
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-347 Agenda Date:6/16/2026
TITLE:..title
Contract Renewal - Uninterrupted Power Supply Maintenance
INFORMATION CONTACT:
Vicki Callicutt, Emergency Communications, Director, 704-283-3550
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Emergency Communications maintains a backup dispatch center at the Government Center and has
equipment that requires regular maintenance to ensure uninterrupted operability of 911 operations for
Union County agencies and citizens.
The Emergency Communications Department has utilized the contractual services of Vertiv
Corporation for Uninterrupted Power Supply Maintenance since July 2022. Vertiv Corporation has
been effective and efficient in meeting our service needs, and we are requesting to continue this
service for an additional year.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $13,844.26. Funding is available in the adopted
FY2026 budget with future expenditures subject to annual BOCC budget appropriation.
Union County, NC Printed on 6/1/2026Page 1 of 1
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Proposal for Service
Vertiv Corporation
3/5/2026
UNION COUNTY
500 N MAIN ST
MONROE, NC, 28112
Quote – CPQ-1036226
61
Thank you for your interest in Vertiv Corporation. We are pleased to submit the
following proposal for your review and consideration.
As the rate of change and complexity in your data center increases, Vertiv is the
dedicated partner that you need to help you achieve your goals.
Please complete all required fields on the signature page and attach your Purchase
Order to assist timely order processing. Should you have any questions regarding
the proposal, feel free to contact me directly at (704) 364-8877. I look forward to
your response and the opportunity to work together to improve your data center
investment.
Sincerely,
Allison Grove
1601 Cross Beam Drive
Charlotte NC 28217
PHONE (704) 364-8877
EMAIL agrove@jgblackmon.com
3/5/2026
SIERRA BURTIS
UNION COUNTY
500 N MAIN ST
MONROE, NC 28112
Email: sierra.burtis@unioncountync.gov
62
Total price not including tax: $13,844.26
any tax required must be included in customer purchase order Payment Terms: Net 30 Days
Quote – CPQ-1036226
Liebert UPS / Power / Battery Services:
• We are the Original Equipment Manufacturer and the experts on Liebert equipment with access to updates and
changes, knowledge of engineering specifications, current issues and how to fix them correctly.
• Our factory trained service force is twice the size of the next largest competitor with over 650 customer engineers
and field technicians in the United States alone; everywhere in the US the most knowledgeable engineers and
technicians available, will cover you.
• With the most advanced tooling and instrumentation available, each CE has over $10,000 in gear with him at all
times, so any issue can be resolved in the least amount of time possible.
• To make sure we get the right part to the right place at the right time, we have the industry’s most sophisticated
parts logistics system. No matter where you are in the US we also have a parts warehouse close to serve you.
• We maintain and follow all safety and compliance regulations necessary to keep CE’s from harm and protect you,
our customers from liability. We care about your safety.
Site#: 1208991 – Union County – 500 N Main St. Monroe, NC 28112
Tag # Description Model # Annual PM
Qty.
Coverage Type
(Coverage Dates)
1993313 EXM 208V 60 47SA060GAC010CS 2 PREFERRED
(06/01/2026) - (05/31/2027)
1993314 EXM10-200PERIPH 47MBG37CC0R1S39 0 BASIC
(06/01/2026) - (05/31/2027)
1993316 BDSU-50 BDSUI-UXCM 1 PREFERRED
(06/01/2026) - (05/31/2027)
1993315 SEALED BATTERY 47BEGWX91S10039 2 PREFERRED
(06/01/2026) - (05/31/2027)
1993317 BDSU-50 BDSUI-UXBM 1 PREFERRED
(06/01/2026) - (05/31/2027)
63
SCOPE OF WORK
BATTERY MONITORING SERVICES
BDSU-50 BATTERY DIAGNOSTIC SYSTEM
PREFERRED SERVICE - 1 PM
SERVICE SUMMARY
Feature Detail
On-Site Service Includes 1 Preventive Maintenance Service, scheduled by the customer at the customer's
convenience (excluding national holidays).
Response Time Guaranteed 4-hour on-site emergency response, 7 days/week, 24 hours/day, within 150 miles
of a Vertiv Services’ Service City.
Customer Support Includes access to the Customer Resolution Center (1-800-543-2378) and the Vertiv Customer
Services Network Online Internet portal.
Parts Includes 100% parts coverage.
Labor & Travel Includes 100% labor and travel coverage 7 days/week, 24 hours/day, within the 48 contiguous
states and Hawaii.
Service Professional Performed by Vertiv factory trained and authorized technician. Vertiv Services is the OEM
service provider for Liebert products.
Commissioning Service Includes commissioning service scheduled by the customer at the customers convenience
(excluding national holidays). Commissioning includes adjustments to the system after single
jar battery replacements and system commissioning after full string replacements (does not
include batteries, tab washer installation or installation labor).
SERVICE PERFORMED
1. Perform a complete visual inspection of the equipment, including sub-assemblies, wiring harnesses, contacts, cables and
major components.
2. Check all nuts, bolts, screws, and connectors for tightness and heat discoloration.
3. Inspect for broken, brittle, damaged, or heat stressed components and cables.
4. Clean any foreign material and dust from internal compartments.
5. Perform any necessary software / firmware upgrades to BDSU-50 unit, if applicable.
6. Maintain and archive battery diagnostic system database.
7. Generate battery health inspection report.
ASSUMPTIONS & CLARIFICATIONS
Commissioning does not include batteries, tab washer installation or installation labor
64
CUSTOMER RESPONSIBILITIES
In order to provide timely, accurate and thorough execution of the services described herein, Vertiv requests the following:
Point of Contact: Provide an authorized point of contact(s), specific for the scope of work, for scheduling and coordination
purposes.
Scheduling: Make dates available for scheduling service. All visits must be requested 10 business days in advance of need
by contacting the Vertiv Services Customer Resolution Center at 1-800-543-2378.
Site Access: Prior to time of scheduled work, provide site access including any customer required escort, security
clearance, safety training and badging for Vertiv service personnel.
Equipment Access: Convenient access to the equipment covered by the Scope of Work. Prior to scheduled time of work,
notify Vertiv service personnel of any special requirements for equipment access including lifts, ladders, etc.
Shutdown: Service may require shutdown of load to ensure electrical connection integrity.
Notification: If for any reason the work cannot be performed during scheduled time, notify Vertiv service personnel 24-
hours prior to scheduled event.
TERMS AND CONDITIONS
Subject to all Terms & Conditions as noted in the Vertiv Services Terms & Conditions or the terms of a Master Agreement
between the parties, if any, shall apply.
executed June 22, 2022.
65
SCOPE OF WORK
BATTERY MONITORING SERVICES
BDSI BATTERY DIAGNOSTIC SYSTEM
PREFERRED SERVICE - 1 PM
SERVICE SUMMARY
Feature Detail
On-Site Service Includes 1 Preventive Maintenance Service, scheduled by the customer at the customer's
convenience (excluding national holidays).
Response Time Guaranteed next day response, 7 days/week, 24 hours/day, within 150 miles of a Vertiv’s
Service City.
Customer Support Includes access to the Customer Resolution Center (1-800-543-2378) and the Vertiv Customer
Services Network Online Internet portal.
Parts Includes parts coverage (limits may apply; see Assumptions and Clarifications, as applicable, for
more details).
Labor & Travel Includes 100% labor and travel coverage 7 days/week, 24 hours/day, within the 48 contiguous
states and Hawaii.
Service Professional Performed by Vertiv factory-trained and authorized technician equipped with Vertiv
Proprietary tools and software. Vertiv CEs and Vertiv Partners are the only approved OEM
service providers for Vertiv products.
Commissioning Service Includes commissioning service scheduled by the customer between 8am-5pm, Monday-Friday
(excluding national holidays). Commissioning includes adjustments to the system after single
jar battery replacements and system commissioning after full string replacements (does not
include batteries, tab washer installation or installation labor).
SERVICE PERFORMED
1. Perform a complete visual inspection of the equipment, including sub-assemblies, wiring harnesses, contacts, cables and
major components.
2. Check all nuts, bolts, screws, and connectors for tightness and heat discoloration.
3. Inspect for broken, brittle, damaged, or heat stressed components and cables.
ASSUMPTIONS AND CLARIFICATIONS
Commissioning does not include batteries, tab washer installation or installation labor
CUSTOMER RESPONSIBILITIES
In order to provide timely, accurate and thorough execution of the services described herein, Vertiv requests the following:
• Point of Contact: Provide an authorized point of contact(s), specific for the scope of work, for scheduling and coordination
purposes.
66
• Scheduling: Make dates available for scheduling service. All visits must be requested 10 business days in advance of need
by contacting the Vertiv Customer Resolution Center at 1-800-543-2378.
• Site Access: Prior to time of scheduled work, provide site access including any customer required escort, security
clearance, safety training and badging for Vertiv service personnel.
• Equipment Access: Convenient access to the equipment covered by the Scope of Work. Prior to scheduled time of work,
notify Vertiv service personnel of any special requirements for equipment access including lifts, ladders, etc.
• Shutdown: Service may require shutdown of load to ensure electrical connection integrity.
• Notification: If for any reason the work cannot be performed during scheduled time, notify Vertiv service personnel 24-
hours prior to scheduled event.
TERMS AND CONDITIONS
Subject to all Terms & Conditions as noted in the Vertiv Terms & Conditions or the terms of a Master Agreement between the
parties, if any, shall apply.
executed June 22, 2022.
67
SCOPE OF WORK
UNINTERRUPTIBLE POWER SYSTEMS
EXM UPS ONLY
PREFERRED SERVICE - 2 PM
SERVICE SUMMARY
Feature Detail
On-Site Service Includes 1 Annual and 1 Semi-Annual Preventive Maintenance Services on Vertiv UPS and Vertiv
internal batteries scheduled by the customer at the customer’s convenience (excluding national
holidays).
Response Time Guaranteed 4-hour on-site emergency response, 7 days/week, 24 hours/day, within 150 miles of
a Vertiv Services’ Service City.
Customer Support Includes access to the Customer Resolution Center (1-800-543-2378) and the Vertiv Customer
Services Network Online Internet portal.
Parts Includes parts coverage (limits may apply; see Assumptions and Clarifications, as applicable, for
more details).
Internal Battery Coverage Includes parts, labor, disposal and battery jars as required - up to 10% of the battery jars per
year, not accumulated over contract term (limits may apply; see Assumptions and Clarifications,
as applicable, for more details).
Labor & Travel Includes 100% labor and travel coverage 7 days/week, 24 hours/day, within the 48 contiguous
states and Hawaii.
Service Professional Performed by Vertiv factory trained and authorized technician. Vertiv Services is the OEM
service provider for Liebert products.
Battery Recycling Includes battery recycling as required, with documentation meeting EPA requirements.
SERVICE PERFORMED
UPS Full Preventive Maintenance Service
Semi-Annual Service
1. Perform a temperature check on all breakers, connections and associated controls. Repair and/or report all high
temperature areas.
2. Perform a complete visual inspection of the equipment, including sub-assemblies, wiring harnesses, contacts, cables and
major components.
3. Check air filters for cleanliness. (if applicable)
4. Record all voltage and current meter readings on the display.
Annual Service (includes the above, plus)
1. Check all nuts, bolts, screws, and connectors for tightness and heat discoloration.
2. With customer approval, perform operational test of the system including unit transfer and battery discharge.
3. Calibrate and record all electronics to system specifications.
68
4. Check or perform Engineering Field Change Notices (FCN) as necessary.
5. Record phase-to-phase input voltage and currents.
6. Review system performance with customer to address any questions and to schedule any repairs.
Internal Battery Full Preventive Maintenance Service (applicable to EXM models with internal
batteries only)
Semi-Annual Service
1. Inspect the appearance and cleanliness of the battery and the battery room. Clean normal cell top dirt accumulation (to be
done only with battery off line).
2. Measure and record the total battery float voltage and charging current.
3. Measure and record overall AC ripple current.
4. Measure and record overall AC ripple voltage.
5. Visually inspect the jars and covers for cracks and leakage.
6. Visually inspect for evidence of corrosion.
7. Measure and record ambient temperature.
8. Verify the condition of the ventilation equipment, if applicable.
9. Verify the integrity of the battery rack/cabinet.
10. Measure and record 100% of the cell temperatures.
11. Measure and record the float voltage of all cells.
12. Measure and record all internal impedance readings.
13. Provide a detailed written report noting any deficiencies and corrective action needed, taken and/or planned.
Annual Service (includes the above, plus)
1. Re-tighten all battery connections to the battery manufacturer's specifications, offline only.
Corrective Maintenance Performed as Required
1. Refurbish cell connections as deemed necessary by the detailed inspection report.
ASSUMPTIONS AND CLARIFICATIONS
Parts coverage excludes air filters, proactive full bank capacitor replacement and fan replacement.
Customer should check air filters monthly for cleanliness and replace as necessary.
Maintenance does not include System Control Cabinet, Power Tie, Breaker Cabinets, Load Bus Sync or Maintenance Bypass
Cabinets.
All battery checks are recorded through the Field DB reporting system. Only visual battery inspection and total battery voltages
are to be recorded on the UPS E-form. The full battery maintenance inspection will be conducted through Field DB.
CUSTOMER RESPONSIBILITIES
In order to provide timely, accurate and thorough execution of the services described herein, Vertiv requests the following:
• Point of Contact: Provide an authorized point of contact(s), specific for the scope of work, for scheduling and coordination
purposes.
• Scheduling: Make dates available for scheduling service. All visits must be requested 10 business days in advance of need
by contacting the Vertiv Services Customer Resolution Center at 1-800-543-2378.
69
• Site Access: Prior to time of scheduled work, provide site access including any customer required escort, security
clearance, safety training and badging for Vertiv service personnel.
• Equipment Access: Convenient access to the equipment covered by the Scope of Work. Prior to scheduled time of work,
notify Vertiv service personnel of any special requirements for equipment access including lifts, ladders, etc.
• Shutdown: Service may require shutdown of load to ensure electrical connection integrity.
• Notification: If for any reason the work cannot be performed during scheduled time, notify Vertiv service personnel 24-
hours prior to scheduled event.
TERMS AND CONDITIONS
Subject to all Terms & Conditions as noted in the Vertiv Services Terms & Conditions or the terms of a Master Agreement
between the parties, if any, shall apply.
executed June 22, 2022.
70
SCOPE OF WORK
UNINTERRUPTIBLE POWER SYSTEMS
PERIPHERALS MAINTENANCE BYPASS CABINET MODULE BATTERY DISCONNECT, LOAD BUS
SYNC, POWER TIE, SLIM LINE DISTRIBUTION CABINET
BASIC SERVICE
SERVICE SUMMARY
Feature Detail
On-Site Service Includes a Performance Evaluation inspection performed immediately after the completion of an
emergency visit.
Response Time Guaranteed 4-hour on-site emergency response, 7 days/week, 24 hours/day, within 150 miles of
a Vertiv Services’ Service City.
Customer Support Includes access to the Customer Resolution Center (1-800-543-2378) and the Vertiv Customer
Services Network Online Internet portal.
Parts Includes parts coverage (limits may apply; see Assumptions and Clarifications, as applicable, for
more details).
Labor & Travel Includes 100% labor and travel coverage 7 days/week, 24 hours/day, within the 48 contiguous
states and Hawaii.
Service Professional Performed by Vertiv factory trained and authorized technician. Vertiv Services is the OEM
service provider for Liebert products.
SERVICE PERFORMED
1. Perform a complete visual inspection of the equipment including internal sub-assemblies, wiring harnesses, contactors,
cables, major components, and check for proper clearance around the unit.
2. Check all mechanical connections for tightness and heat discoloration, making corrections where necessary.
3. Perform a status check of alarm circuits.
4. Perform a basic operational test of the system.
5. Review system performance with customer to address any system questions.
ASSUMPTIONS AND CLARIFICATIONS
Includes 100% parts coverage, excluding circuit breakers and switches.
CUSTOMER RESPONSIBILITIES
In order to provide timely, accurate and thorough execution of the services described herein, Vertiv requests the following:
Point of Contact: Provide an authorized point of contact(s), specific for the scope of work, for scheduling and coordination
purposes.
71
Scheduling: Make dates available for scheduling service. All visits must be requested 10 business days in advance of need
by contacting the Vertiv Services Customer Resolution Center at 1-800-543-2378.
Site Access: Prior to time of scheduled work, provide site access including any customer required escort, security
clearance, safety training and badging for Vertiv service personnel.
Equipment Access: Convenient access to the equipment covered by the Scope of Work. Prior to scheduled time of work,
notify Vertiv service personnel of any special requirements for equipment access including lifts, ladders, etc.
Shutdown: Service may require shutdown of load to ensure electrical connection integrity.
Notification: If for any reason the work cannot be performed during scheduled time, notify Vertiv service personnel 24-
hours prior to scheduled event.
TERMS AND CONDITIONS
Subject to all Terms & Conditions as noted in the Vertiv Services Terms & Conditions or the terms of a Master Agreement
between the parties, if any, shall apply.
executed June 22, 2022.
72
SCOPE OF WORK
STATIONARY BATTERY SYSTEMS
SEALED VRLA BATTERY
PREFERRED SERVICE - 2 PM
SERVICE SUMMARY
Feature Detail
On-Site Service Includes 1 Quarterly, 1 Annual Preventive Maintenance Services, scheduled by the customer at
the customer's convenience (excluding national holidays).
Response Time Guaranteed 4-hour on-site emergency response, 7 days/week, 24 hours/day, within 150 miles of
a Vertiv’s Service city.
Customer Support Includes access to the Customer Resolution Center (1-800-543-2378) and the Vertiv Customer
Services Network Online Internet portal.
Internal Battery Coverage Includes parts, labor, disposal and battery jars as required - up to 10% of the battery jars per
year, not accumulated over contract term (limits may apply; see Assumptions and Clarifications,
as applicable, for more details).
Labor & Travel Includes 100% labor and travel coverage.
Service Professional Performed by Vertiv factory-trained and authorized technician equipped with Vertiv Proprietary
tools and software. Vertiv CEs and Vertiv Partners are the only approved OEM service providers
for Vertiv products.
Battery Recycling Includes battery recycling as required, with documentation meeting EPA requirements.
SERVICE PERFORMED
**Annual Service PM is recommended for the initial PM visit.**
Quarterly Service
1. Inspect the appearance and cleanliness of the battery and the battery room. Clean normal cell top dirt accumulation (to be
done only with battery off line).
2. Measure and record the total battery float voltage and charging current.
3. Measure and record overall AC ripple voltage.
4. Measure and record overall AC ripple current.
5. Visually inspect the jars and covers for cracks and leakage.
6. Visually inspect for evidence of corrosion.
7. Measure and record the ambient temperature.
8. Verify the condition of the ventilation equipment, if applicable.
9. Verify the integrity of the battery rack/cabinet.
10. Measure and record 100% of the cell temperatures.
73
11. Measure and record the float voltage of all cells.
12. Measure and record all internal Ohmic values.
13. Provide a detailed written report noting any deficiencies and corrective action needed, taken, and/or planned.
Annual Service (plus Quarterly Service)
Re-tighten all connections to the battery manufacturer's specifications, if applicable. Refer to the manufacturer’s literature
to determine if re-tightening is required.
Measure and record all battery connection Ohmic values, when applicable.
Measure and record 100% of the cell temperatures.
Corrective Maintenance Performed as Required
1. Refurbish cell connections as deemed necessary by the detailed inspection report.
2. Minor repairs to battery systems occurring during the contract period will be covered by the contract.
Conditions for Single Jar Replacement Service for Lead Acid Batteries
The Customer is covered by an Essential or Preferred Contract.
The battery string is in overall good health as determined by Vertiv; the battery string is not beyond expected service years
or has had excessive single jar replacements that would make the string unstable.
Up to 10% of defective battery jars may be replaced within a 12-month period as exclusively determined by Vertiv
Services.
Contracts have no cash value for future years or full string battery replacements. Single jar replacement is limited to
batteries in the original string.
CUSTOMER RESPONSIBILITIES
In order to provide timely, accurate and thorough execution of the services described herein, Vertiv requests the following:
• Point of Contact: Provide an authorized point of contact(s), specific for the scope of work, for scheduling and coordination
purposes.
• Scheduling: Make dates available for scheduling service. All visits must be requested 10 business days in advance of need
by contacting the Vertiv Customer Resolution Center at 1-800-543-2378.
• Site Access: Prior to time of scheduled work, provide site access including any customer required escort, security
clearance, safety training and badging for Vertiv service personnel.
• Equipment Access: Convenient access to the equipment covered by the Scope of Work. Prior to scheduled time of work,
notify Vertiv service personnel of any special requirements for equipment access including lifts, ladders, etc.
• Shutdown: Service may require shutdown of load to ensure electrical connection integrity.
• Notification: If for any reason the work cannot be performed during scheduled time, notify Vertiv service personnel 24-
hours prior to scheduled event.
TERMS AND CONDITIONS
Subject to all Terms & Conditions as noted in the Vertiv Terms & Conditions or the terms of a Master Agreement between the
parties, if any, shall apply.executed June 22, 2022.
74
Order Number: CPQ-1036226
Purchase Order must be assigned to: Payment remittance address:
Vertiv Corporation Vertiv Corporation
505 N. Cleveland Avenue PO Box 70474
Westerville, OH 43082 Chicago, IL 60673
FID# 31-0715256
PO should be e-mailed or faxed with signed proposal to:
Vertiv Corporation c/o Allison Grove
Attn: Allison Grove
Email: agrove@jgblackmon.com
Please complete the following information (All fields are required):
Purchase Order Number: ____________________________ Purchase Order attached: Yes No
If PO NOT attached, please specify reason: __________________________________________________________
Invoice Delivery Method: Web Billing (Attach Instructions) Mail Other_____________________________
Accounts Payable Email ______________________@___________________________
Billing Contact Person: _______________________________ Phone: ____________________________________
Email: ____________________________________________ Fax #: _____________________________________
Bill-To Company Name: ______________________________ Bill-To Address: _____________________________
Federal Tax ID # ____________________________________ Bill-To City, ST Zip: __________________________
Tax Exempt: Yes (Attach tax exempt certificate) No
Site Services/IT Contact Person:________________________ Phone: ____________________________________
* * COVERAGE DETAILS * *
For equipment not currently under a Service Agreement or for equipment for which the warranty has expired in excess of thirty (30) days, parts required to bring
equipment back to manufacturers specifications are the responsibility of the Buyer and billable at the time of the first preventive maintenance visit or Service call.
All pricing is valid only for Service coverage stated and is subject to change if this Proposal is modified in any way. This Proposal is valid for ninety (90) days from
the date of this Proposal unless otherwise noted. INFORMATION TO BUYER: This order between the Buyer and Seller is limited to Seller’s Terms and
Conditions located at termsconditions.vertivco.com unless a formal agreement governing this Purchase Order/transaction has been executed by the parties, in
which case the Terms and Conditions of the signed agreement shall govern. Seller hereby objects to all Buyer’s terms and conditions received by Seller and/or
issued by Buyer.
Signature of this agreement authorizes Seller to invoice for Services mentioned herein and to utilize the provided purchase order number. If a purchase order
number is not used, then the Buyer authorizes and guarantees Seller the payment of such invoices by authority of the signature below.
Thank you for your business.
Proposed By: Accepted By:
___________________________________ _________________________________________________
Allison Grove Date Buyer Signature Required Date
_________________________________________________
Printed Name Title Phone
75
Requirement Details
Purchasing Company
Information
• Provide your Company’s legal name and billing address
• For new Customers:
o Provide your Company’s W-9 with matching legal name and address
o Complete a Credit Application Link if requesting credit
Vertiv Name and Address
• U.S. Orders:
o Vertiv Corporation
505 N. Cleveland Ave, Westerville, OH 43082
• Canadian Orders:
o Vertiv Canada ULC
#7-3800B Laird Rd., Mississauga, ON L5L 0B2 Canada
– OR –
3001, rue Douglas B. Floreani, St. Laurent, QC, H4S 1Y7, Canada
Product and/or Services
Ordered
• Include line-item detail with quantities for each product/service ordered
– OR –
• Provide an aggregate solution description with a reference to the Vertiv quote number
P.O. Order Value
• Line level pricing including a total purchase commitment value
– OR –
• Aggregate / total solution value only
Payment Terms • Specify payment terms or include a reference to an executed contract with Vertiv detailing
repayment terms
Freight Terms
• Specify INCOTERMS or Freight terms to define if freight value is included in the P.O. value
o Identify who is responsible for freight coordination and when title transfers
Tax Status
• Orders will be processed as taxable unless a “tax exempt” status is defined on the P.O. and a
valid/current tax-exemption certificate is presented with P.O. or already on file with Vertiv
Requested Ship Date(s) • Unless expecting immediate or first available shipment date, include specific shipment timing
requests
Ship to Address(es)
• Provide detailed shipping or handling instructions, including address for specific product
shipments or service locations
Special Order Requirements
• Indicate any special requirements or instructions, such as:
o Formal approval of Submittals before order acceptance
o Milestone Billing details (required either by Customer or Vertiv)
o Special sourcing requirements such as DPAS (Defense Prioritization) or BAA (Build
America Act)
Vertiv Purchase Order Acceptance Requirements:
To ensure efficient order processing, Vertiv requests the following information be included with all purchase orders:
76
The Master Services Agreement between Vertiv Corporation and Union County
executed June 22, 2022 shall take precedence over the standard terms and conditions.
77
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-333 Agenda Date:6/16/2026
TITLE:..title
Grant Application - Sisters of Mercy of North Carolina Legacy
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application and make necessary
assurances and certifications associated with the grant application as substantially consistent with
this agenda item, which includes the authorization to execute documents related to award of the
grant and budget funds as appropriate.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Parenting Support & Nurturing Parenting Program (PSNP) helps families strengthen parenting
skills and build healthy, supportive relationships with their children. The program provides intensive
parenting education and support services to families experiencing significant parenting challenges,
including those at risk of or in the early stages of child maltreatment who may benefit from
intervention and treatment services.
Established in Union County in 2011, PSNP is funded through the Alliance for Children. Union County
has been advised to anticipate a 10% reduction in funding from the Alliance for Children for FY 2027.
This grant request is intended to help offset the anticipated funding shortfall and ensure the
continuation of this essential program and the services it provides to vulnerable families in the
community.
The Sisters of Mercy of North Carolina Legacy awards grants to tax-exempt health care, educational,
and social service organizations that align with its mission of improving the quality of life for women,
children, older adults, and individuals experiencing poverty. The organization prioritizes funding for
ongoing operational needs as well as specific program and project expenses that directly support
these populations.
FINANCIAL IMPACT:
The grant request will be for approximately $20,000. There is no match required for this grant.
Union County, NC Printed on 6/1/2026Page 1 of 1
powered by Legistar™78
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-323 Agenda Date:6/16/2026
TITLE:..title
NC Department of Public Safety Juvenile Crime Prevention Council Funding Plan FY 2026-2027
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Approve County Funding Allocation Plan, Annual Plan and Certification for FY 2026-2027, 2)
authorize the Finance Director to approve the grant agreements and documents related to such grant
agreements during their term, and 3) authorize the County Manager to appropriate JCPC Funding as
approved in the funding plan by a County Manager's Budget Amendment in FY 2027.
PRIOR BOARD ACTIONS:
None
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 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 2026-2027 fiscal
year. This request will be included in the State’s DJJ budget which is planned for 2026-2027.
The JCPC Board approved $476,439 for County programs for the 2026-2027 fiscal year. The
Funding Plan allocates funding from the State to the following programs: Life Connections D-A-S-H
Counseling Services $100,000, Transforming Youth Movement-Transforming Futures $125,000,
Transforming Youth Movement- Union County Teen Court Program $40,790, Aspire Youth and Family
Kids at Work $75,312, JCPC Administration $9,502, Arts Related Innovative Student Empowerment
(ARISE) Union-KRE8IVU $50,000, The Connection Center $45,835, and New Covenant Community
Development Center - Next Step Youth Program $30,000.
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, NC Printed on 6/1/2026Page 1 of 2
powered by Legistar™79
File #:26-323 Agenda Date:6/16/2026
Union County has not approved JCPC programs in line-item detail in the past; rather, the JCPC
Board normally negotiates, approves, and monitors line-item detail within the amount of funds
allocated to the program, and provides a recommended budget to Commissioners.
FINANCIAL IMPACT:
None
Union County, NC Printed on 6/1/2026Page 2 of 2
powered by Legistar™80
$229,477 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 $100,000 $31,689 $131,689 24%
2
Transforming Youth Movement, INC- Transforming
Futures $125,000 $40,000 $165,000 24%
3 Aspire Youth & Family, Inc-Kids At Work! Union $75,312 $29,388 $104,700 28%
4 Union County-JCPC Administration $9,502 $9,502
5 A.R.I.S.E- Union-Kre8ivu $50,000 $30,000 $80,000 38%
6 The Connect Center $45,835 $50,502 $96,337 52%
7
Transforming Youth Movement-Union County Teen
Court Program $40,790 $13,000 $53,790 24%
8 NCCDC Next Step Youth Program $30,000 $2 $34,896 $64,898 54%
9
10
11
12
13
14
15
16
17
18
TOTALS:$476,439 $50,504 $178,973 $705,916 33%
County
2026-2027 .
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-----
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: $
initial plan update final
5.14.26
___________ ______
-----DPS Use Only-----
initial plan
____________________________
Program Assistant
_________________
Area Consultant
5/14/26
81
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Union County
For FY 2026-2027
Table of Contents
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Ǥ Program Enhancement PlanȋȌǡ
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82
Executive Summary
The Union County Juvenile Crime Prevention Council (JCPC), in fulfillment of the duties and responsibilities
as set forth in the General Statutes of the State of North Carolina, has reviewed and updated this County Plan
for FY 2026-2027. In 2019, House Bill 593 passed which approved an optional 1 or 2-year funding cycle for
DPS JCPC funds, which is determined locally by each JCPC statewide. Also included in the HB was Raise
the Age in N.C. which directs 16 & 17 years old from District Court to Juvenile Court. In order to see any
new possible trends in juvenile justice data (now serving 16 & 17 year old) and to plan programming in the
community accordingly, the Union County JCPC approved a 1 year funding cycle. Data continues to be
monitored by the JCPC annually, which provides direction to which funding cycle is most beneficial to the
community and Council.
The JCPC has identified the issues and factors which have an influence and impact upon vulnerable youth,
at-risk youth, delinquent youth, and their families in Union County. Further, the JCPC has identified the
strategies and services most likely to reduce/prevent delinquent behavior.
Monitoring and Evaluation: Each program funded in the past fiscal year by the JCPC has been monitored by
the JCPC Monitoring Committee and programs were found in full compliance with DPS JCPC Policy and
within the operating parameters of their budget and providing the services as described in their program
agreement. The monitoring results and program outcome evaluations were considered in making funding
allocation decisions. The JCPC will continue to conduct annual implementation monitoring of its funded
programs.
Priorities for Funding: Through a review of risk & needs assessment data, the Youth Assessment Screening
Inventory (YASI) data and a community resource assessment, the JCPC has determined that the following
services are needed to reduce/prevent delinquency in Union County.
1. School Problem Behaviors
2. Juveniles who associate with other delinquent peers
3. Substance abuse
4. Parenting Skills
5. Mental Health
6. Reduction in juvenile recidivism
7. Gang involvement
8. Weapon possession
Funding Recommendations: Having advertised a Request for Proposals (RFP) for these needed services for
a minimum of thirty (30) days, the JCPC has screened the submitted proposals and has determined which
proposals best meet the advertised needed services. As required by statute, the JCPC recommends allocation
of the NC Department of Public, Division of Juvenile Justice and Delinquency Prevention funds to the
following programs in the amounts specified below for the upcoming fiscal year: (Also, see the Union County
Funding Plan with this report.)
If applicable, please note which programs were funded for two years.
1. Life Connections of the Carolinas-DASH Counseling Services $100,00
2. Transforming Youth Movement, INC- Transforming Futures $125,000
3. Aspire Youth & Family, Inc-Kids At Work! Union $75,312
4. Union County-JCPC Administration $9,502
5. A.R.I.S.E- Union-Kre8ivu $50,000
6. The Connect Center $45,835
7. Transforming Youth Movement-Union County Teen Court Program $40,790
8. NCCDC Next Step Youth Program $30,000
83
The JCPC further recommends that the following amount be allocated for the administrative costs of the
Council for fiscal year 26-27: $476,439.
Respectfully Submitted,
__________________________, Chair
Union County Juvenile Crime Prevention Council
Date: _________________
84
$229,477 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 $100,000 $31,689 $131,689 24%
2
Transforming Youth Movement, INC- Transforming
Futures $125,000 $40,000 $165,000 24%
3 Aspire Youth & Family, Inc-Kids At Work! Union $75,312 $29,388 $104,700 28%
4 Union County-JCPC Administration $9,502 $9,502
5 A.R.I.S.E- Union-Kre8ivu $50,000 $30,000 $80,000 38%
6 The Connect Center $45,835 $50,502 $96,337 52%
7
Transforming Youth Movement-Union County Teen
Court Program $40,790 $13,000 $53,790 24%
8 NCCDC Next Step Youth Program $30,000 $2 $34,896 $64,898 54%
9
10
11
12
13
14
15
16
17
18
TOTALS:$476,439 $50,504 $178,973 $705,916 33%
County
2026-2027 .
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-----
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: $
initial plan update final
5.14.26
___________ ______
-----DPS Use Only-----
initial plan
____________________________
Program Assistant
_________________
Area Consultant
5/14/26
85
Juvenile Crime Prevention Council Organization
FY 26-27 Name Organization Title
Chairperson :ŽŚŶ<ŝƌŬƉĂƚƌŝĐŬ/sZĞŚŽďŽƚŚŚƵƌĐŚ͖hŶŝŽŶŽƵŶƚLJWƵďůŝĐ
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ĚƵĐĂƚŝŽŶDĞŵďĞƌ
Vice-
Chairperson :ŝŵŚĂĨĨŝŶ hŶŝŽŶŽƵŶƚLJWĂƌŬƐΘZĞĐƌĞĂƚŝŽŶWĂƌŬƐΘZĞĐƌĞĂƚŝŽŶ
ŝƌĞĐƚŽƌ
Secretary EͬEͬEͬ
Treasurer EĂƚĂƐŚĂ^ƚŽǀĂůůŽƵƌƚŽƵŶƐĞůŽƌ^ƵƉĞƌǀŝƐŽƌ
Risk & Needs
Committee
Chairperson
ƌ͘:ĂLJ:ŽŶĞƐhŶŝŽŶŽƵŶƚLJWƵďůŝĐ^ĐŚŽŽůƐ
ƐƐŝƐƚĂŶƚ
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^ĐŚŽŽů^ƵƉƉŽƌƚ
Funding
Committee
Chairperson
DĂůŝƐŚĂZŽƐƐ;ŽͲŚĂŝƌͿ͖
:ĂŵĞƐ:ŽŚŶƐŽŶ:ƌ͘;ŽͲŚĂŝƌͿWĂƌƚŶĞƌƐĞŚĂǀŝŽƌĂů,ĞĂůƚŚ͖Eͬ
ZĞŐŝŽŶĂůŝƌĞĐƚŽƌŽĨ
ŽŵŵƵŶŝƚLJKƉĞƌĂƚŝŽŶƐ
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hŶŝŽŶŽƵŶƚŝĞƐ͖
DĞŵďĞƌŽĨƚŚĞ
ŽŵŵƵŶŝƚLJ
Number of
members for
FY 26-27:
24 (Average)
List meeting dates during the current fiscal year and identify the number of JCPC
members in attendance for each.
Meeting Date
Number of
Members in
Attendance
Quorum Present? Yes/No
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SUMMARY REPORT OF THE RISK AND NEEDS ASSESSMENT COMMITTEE
I. Youth Assessment and Screening Instrument (YASI) Summary
II. Summary of Community Resources
III. Summary of Gaps and Barriers in the Community Continuum
IV. Proposed Priority Services for Funding
Introduction:
Juvenile Court Services implemented the Youth Assessment and Screening Instrument
(YASI) beginning January 1, 2021; the following data summary represents the first full
fiscal year of implementation of the YASI.
In reviewing and prioritizing the elevated risk and needs extracted from this data set,
one must consider the utilization of YASI:
1. As a predictor of future risk of offending; and
2. As a Case Management instrument for determining level of service and types of
services necessary to reduce recidivism.
Part I. Youth Assessment and Screening Instrument (Full YASI)
The Risk and Needs Assessment Committee reviewed aggregate data gleaned from
YASI assessments administered in the county during the previous fiscal year. The full
assessment consists of over 100 separate items useful for both predictive risk and case
management, so data reported from this review will consist of county-level risk factors
that may be prioritized by the JCPC for RFP development, as well as for highlighting
prevalent issues among court involved juveniles that individual programs and
community-based service organizations will want to consider when working with court-
involved juveniles in the county.
All juveniles at intake receive the YASI Pre-Screen (33 questions) which is also
embedded in each full assessment. The aggregate outputs from full YASI assessments
are just one of the data sources used by the Committee and, are the focus of
summaries that follow in this document.
YASI questions are framed in either a historic context (Legal History, for example), or in
some cases, “current” or “prior three-months” timeframes for other, more dynamic,
questions.
94
Elevated Risk and Needs:
The Risk and Nees Committee met to review the YASI Data. The YASI Data
includes the review of 291 juveniles for fiscal year 2024-2025. Union County YASI
Data reported that 64% was Low Risk, 25% was Moderate Risk, and 11% was High
Risk.
Elevated factors relevant for Juvenile Justice program development in the county:
SUMMARY COMMENTS:
YASI assessment points of interest for Union County:
Legal History Domain
x Age at First Referral (Under 12): Union County 11% - State 9%
Family History Domain
x Living with Parent/Stepparent: Union County 84% - State 84%
x Living with Sibling, Relative, Other: Union County 73% - State 74%
x *Foster Care, Independent, Other: Union County 8% - State 9%
x Good/Some Supervision: Union COunty 93% - State 81%
School Domain
x Suspended: Union County 6% - State 3%
x Attends Regularly: Union County 79% - State 57%
x Not Applicable: Union County 9% - State 9%
x Police Filed by School: Union County 49% - State 22%
x One or More OSS: Union County 63% - State 61%
x Interested in Two+ Activities: Union County 10% - State 9%
x Involved in One Activity: Union County 14% - State 14%
x Interested but Not Involved in School Activities: Union County 38% - State 31%
Community & Peers Domain
x No Friends/No Consistent Friends: Union County 22% - State 15%
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x *Leads Anti-Social Peers: Union County 1% - State 2%
Alcohol/Drugs
x *Reported Alcohol/Drug Use: Union County 39% - State 40%
x Age Reported at First Use Under 12: Union County 17% - State 11%
x Age Reported at First Use 15+: Union County 12% - State 10%
x Previous Drug Treatment: Union County 58% - State 58%
Mental Health
x Current Medications: Union County 20% - State 18%
x Sexual Abuse History: Union County 6% - State 6%
x Victim of Bullying: Union County 15% - State 11%
x Physical Assault: Union County 14% - State 9%
Physical Health
x No elevated risk factors.
Aggression
x No elevated risk factors; monitoring aggression categories.
Employment & Free Time
x Never Employed: Union County 82% - State 78%
x One or More Unstructured Free Time: Union County 30% - State 26%
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Part II. Summary of Community Resources
The following is a list of existing resources. It is not a measure of resource effectiveness
and/or sustainability:
JCPC Funded Programs 2026-2027
Life Connections of the Carolinas-DASH Counseling Services
Transforming Youth Movement, INC- Transforming Futures
Aspire Youth & Family, Inc-Kids At Work! Union
Union County-JCPC Administration
A.R.I.S.E- Union-Kre8ivu
The Connect Center
Transforming Youth Movement-Union County Teen Court Program
NCCDC Next Step Youth Program
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ADD CONTINUUM OF SERVICES – AT A GLANCE
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Part III. Summary of Gaps and Barriers in the Continuum of Services
x Transportation: Transportation barriers for juvenile participating in programs.
x Referrals: Lack of program initiative to seek referrals outside of referrals from
DJJ.
x Funding: Need for additional funding in county to potentially fund more
programs.
x Space: Challenges with securing facilities or space to host current or additional
sessions.
x Awareness: Lack of program initiative to seek community awareness of program
and services.
Part IV. Proposed Priority Services for Funding
The Committee proposes that the following services in ranked order be approved as the
funding priorities for FY 26-27:
x Clinical or Psychological Evaluations
x Substance Abuse Treatment
x Teen Court
x Parent/Family Skill Building
x Mentoring
x Tutoring/Academic Enhancement Programs
x Restitution/Community Service
x Vocational Development
x Experiential Skill Building
x Interpersonal Skill Building
x Mediation/Conflict Resolution
x Juvenile Structured Day
x Home Based Counseling
x Individual/Family/Group Counseling
x Problem Sexual Behavior
x Assessment/Treatment
x Temporary Shelter Care
x Runway Shelter Care
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YASI Full Assessment Data 291Assessed JuvenilesUnion CountyRisk LevelUnion StateNeeds LevelUnion StateLow 64% 44% Very Low 20% 19%Moderate 25% 41% Low 61% 36%High 11% 15% Moderate 12% 22%High Moderate 5% 14%High 1% 5%Very High 1% 3%Strengths Level Union StateVery Low 0% 1%Low 2% 4%Moderate 6% 13%High Moderate 16% 24%High 20% 23%Very High 56% 35%RISK/NEEDS/STRENGTHS LEVEL0%20%40%60%80%100%Low Moderate HighRisk LevelUnionState0%10%20%30%40%50%60%70%80%90%100%Very Low Low Moderate HighModerateHigh Very HighNeeds LevelUnionState0%20%40%60%80%100%Very Low Low Moderate HighModerateHigh Very HighStrengths LevelUnionState
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Q1 Previous Delinquent ReferralsUnion State Q3 Number of Referrals w ResultUnion StatePrevious Referrals 41% 46% Referrals with a Result 49% 63%Q2 Age at First ReferralUnion StateQ4 Felony Referrals to DJJUnion StateUnder 12 11% 9% Juveniles with Felony Referrals 25% 35%LEGAL HISTORY0%20%40%60%80%100%Union StatePrevious Referrals0%10%20%30%40%50%60%70%80%90%100%Union StateUnder 120%20%40%60%80%100%Union StateReferrals with a Result0%10%20%30%40%50%60%70%80%90%100%Union StateJuveniles with Felony Referrals11%
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Q6 Weapon Offenses - 1 or moreUnion StateQ10 Detention AdmissionsUnion StatePrevious Weapon Offense - Yes 13% 18% Prior Detention Admission Histx 12% 20%Q7 Person CrimesUnion StateQ11 YDC PlacementUnion StateReferrals for Person Crimes 31% 41% Prior YDC Custody 1% 3% 0%20%40%60%80%100%Union StatePrevious Weapon Offense - Yes0%20%40%60%80%100%Union StatePrior Detention Admission Histx0%20%40%60%80%100%Union StateReferrals for Person Crimes0%20%40%60%80%100%Union StatePrior YDC Custody
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Q1 Kicked OutUnion StateQ1 RunawayUnion StateKicked Out 3% 6% Runaway 15% 21%Q4 Family Alcohol/SA & MHUnion StateQ4 Family Criminal HistoryUnion StateFamily Member Alcohol/SA 6% 12% Family Member prior Criminal Hst 15% 24%Family Member MH 9% 12% Family Member prior Violent Hst 1% 6%FAMILY0%20%40%60%80%100%Union StateKicked Out0%20%40%60%80%100%Union StateRunaway0%20%40%60%80%100%Family Member Alcohol/SA Family Member MHFamily Alcohol/SA & MHUnionState0%20%40%60%80%100%Family Member prior Criminal Hst Family Member prior Violent HstFamily Criminal HistoryUnionState
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Q6 Living ArrangementsUnion StateQ7 Parent/Custodian SupervisionUnion StateLiving w Parent/StepParent 84% 84% Good/some Supvs 93% 81%Living w Sibling, Relative, Other 73% 74% Some/frequent Inadequate Supvs 4% 16%Foster Care, Independent, Other 8% 9% Consistently Inadequate Supvs 0% 2%Q1 School Enrollment StatusUnion StateQ2 Attendance - past 3 mos.Union StateDropped Out 3% 5% Attends regularly 79% 57%Suspended 6% 3% 5 or more Unexcused Absences 4% 19%Not Applicable 0% 3% Not Applicable 9% 9%SCHOOL0%10%20%30%40%50%60%70%80%90%100%Living w Parent/StepParent Living w Sibling, Relative,OtherFoster Care, Independent,OtherLiving ArrangementsUnionState0%10%20%30%40%50%60%70%80%90%100%Good/some Supvs Some/frequent InadequateSupvsConsistently InadequateSupvsParent/Custodian SupervisionUnionState0%20%40%60%80%100%Dropped Out Suspended Not ApplicableSchool Enrollment UnionState0%20%40%60%80%100%Attends regularly 5 or more UnexcusedAbsencesNot ApplicableAttendance - past 3 mos.UnionState9%79%93%84%8%73%
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Q3 School Conflict - past 3 mos.Union StateQ4 Academics - past 3 mos.Union StateInfraction(s) 12% 16% C- or Lower 12% 14%Intervention - School Administrator12% 16% Failing Some Classes 9% 15%Police Reports Filed by School 49% 22% Failing Most Classes 7% 14%Not Applicable 10% 12% Not Applicable 7% 11%Q10 School Behavior - past 2 yrs.Union StateQ12 School Activities - past 3 mos.Union StateOne or more OSS 63% 61% Involved in two+ activities 10% 9%One or more ISS 27% 42% Involved in one activity 14% 14%Interested but not involved 38% 31%No interest in school activities 23% 28%0%20%40%60%80%100%Infraction(s) Intervention - SchoolAdministratorPolice Reports Filedby SchoolNot ApplicableSchool Conflict - past 3 mos.UnionState0%20%40%60%80%100%C- or Lower Failing Some Classes Failing Most Classes Not ApplicableAcademics - past 3 mos.UnionState0%20%40%60%80%100%Union StateSchool Behavior - past 2 yrs.One or more OSSOne or more ISS0%20%40%60%80%100%Involved in oneactivityInterested but notinvolvedNo interest in schoolactivitiesSchool Activities - most recent school yearUnionState38%14%10%63%49%
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Q1 Peers/AssociatesUnion StateQ6 Negative Peer AssociationsUnion StateNo friends/No Consistent Friends 22% 15% Sometimes goes along with 11% 32%Negative/Delinquent Influence 23% 46% Usually goes along with 6% 13%Associates with Gang Members 2% 6% Leads Anti-Social Peers 1% 2%Family has Gang Members 0% 1%Youth is a Gang Member 0% 1%% Reporting Alcohol/Drug UseUnion StateQ1 Age at 1st UseUnion StateYes to Alcohol/Drug Use 39% 40% Under 12 17% 11%Ages 12-15 71% 78%Age 15+ 12% 10%ALCOHOL/DRUGS - Q1-Q3 dividing by Juveniles with "Yes" to Alcohol/DrugsCOMMUNITY & PEERS0%10%20%30%40%50%60%70%80%90%100%Peers/AssociatesUnionState0%10%20%30%40%50%60%70%80%90%100%Sometimes goes along with Usually goes along with Leads Anti-Social PeersInfluence of Negative PeersUnionState0%10%20%30%40%50%60%70%80%90%100%Union StateYes to Alcohol/Drug Use0%10%20%30%40%50%60%70%80%90%Under 12 Ages 12-15 Age 15+Age at First UseUnionState1%12%17%39%22%
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Q1 Alcohol/Drug UseUnion StateQ3 Previous Alcohol/Drug TreatxUnion StateUse Disrupts Function 19% 29% No 58% 58%Yes 1% 8%Juvenile-Mental Health ProblemsUnion StateQ1 Current/Past Treatx-MedsUnion StateJuveniles - Yes to MH Problems 29% 38% Current Treatx 19% 21%Juveniles - Diagnosed 29% 38% Past Treatx 10% 18%Current Meds 20% 18%Past Meds 9% 15%MENTAL HEALTH0%10%20%30%40%50%60%70%80%90%100%Union StateUse Disrupts Function0%10%20%30%40%50%60%70%No YesPrevious Drug TreatmentUnionState0%10%20%30%40%50%60%70%80%90%100%Juveniles - Yes to MH Problems Juveniles - DiagnosedJuvenile Mental HealthUnionState0%20%40%60%80%100%Current Treatx Past Treatx Current Meds Past MedsCurrent/Past Treatment & MedicationsUnionState20%58%
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Q5 History of AbuseUnion StateQ6 Victimization HistoryUnion StatePhysical Abuse Histx 4% 8% Sexual Vulnerability 3% 6%Sexual Abuse Histx 6% 6% Victim of Bullying 15% 11%Physical Assault 14% 9%Q2 Health InsuranceUnion StateNo Health Insurance 8% 10%PHYSICAL HEALTH0%10%20%30%40%50%60%70%80%90%100%Physical Abuse Histx Sexual Abuse HistxHistory of AbuseUnionState0%10%20%30%40%50%60%70%80%90%100%Sexual Vulnerability Victim of Bullying Physical AssaultVictimizationUnionState0%10%20%30%40%50%60%70%80%90%100%Union StateNo Health Insurance6%14%15%
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Q1 ViolenceUnion StateQ1 ViolenceUnion StateDisplayed a Weapon 7% 11% Bullying/Threatening 13% 22%Used a Weapon 6% 8% Destruction of Property 6% 12%Assaultive Behavior 32% 39%AISI-Assault w Serious Injury 2% 4%Q1 Employment HistoryUnion StateQ5 & Q6 Free TimeUnion StateCurrently employed 14% 17% Yes - One or More Structured 19% 22%Never employed 82% 78% Yes - One or More Unstructured 30% 26%Prior successful employment 6% 9%AGGRESSIONEMPLOYMENT & FREE TIME0%10%20%30%40%50%60%70%80%90%100%Displayed a Weapon Used a WeaponViolenceUnionState0%10%20%30%40%50%60%70%80%90%100%Bullying/Threatening Destruction ofPropertyAssaultive Behavior AISI-Assault w SeriousInjuryViolenceUnionState0%5%10%15%20%25%30%35%Yes - One or More Structured Yes - One or More UnstructuredFree TimeUnionState0%10%20%30%40%50%60%70%80%90%Currently employed Never employed Prior successful employmentEmploymentUnionState30%82%
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The Juvenile Crime Prevention Council (JCPC) has studied the risk factors and needs of Juvenile Court involved youth in this county
and hereby publishes this Request for Proposals. The JCPC anticipates funds from the NC Dept. of Public Safety Juvenile Justice
and Delinquency Prevention in the amount stated above to fund the program types specified below. Such programs will serve
delinquent and at-risk youth for the state fiscal year 2025-2026 beginning on, or after, July 1, 2025. The use of these funds in this
county require a local match in the amount specified above. The county can approve programs for 1 year funding awards, dependent
on county approval and programs meeting all requirements.
Based on identified needed programs and possible gaps in the service continuum, the following program types
will be considered for funding:
Clinical or Psychological Evaluations
Substance Abuse Treatment
Teen Court
Parent/Family Skill Building
Mentoring
Tutoring/Academic Enhancement Programs
Restitution/Community Service
Vocational Development
Experiential Skill Building
Interpersonal Skill Building
Mediation/Conflict Resolution
Juvenile Structured Day
Home Based Counseling
Individual/Family/Group Counseling
Problem Sexual Behavior
Assessment/Treatment
Temporary Shelter Care
Runway Shelter Care
Proposed program services should target the following risk factors for delinquency or repeat delinquency:
*School Problem Behaviors
*Juveniles who associate with other delinquent peers
*Substance abuse
*Parenting Skills
*Mental Health
*Reduction in juvenile recidivism
*Gang involvement
* Weapon possession
Proposed services should address the following concerns as reported in the Youth Assessment Screening
Instrument (YASI) for adjudicated youth:
Peer Domain: Union County Youth have no friends/ no consistent friends.
Individual Domain: Youth have felony referrals, have first referral under the age of 12, prior detention history, alcohol/ drug use and
history of physical assault, have displayed a weapon.
Family Domain: Youth involved with the juvenile justice system have run away from home or been kicked out, living with sibling other
than a parent, youth who have a family member that is involved with a gang.
School Domain: Union County Youth have dropped out, failing some classes, out of school suspension, negative school behavior, not
involved in structured activities.
Applicants are being sought that are able to address items below:
1. Program services compatible with research that are shown to be effective with juvenile offenders.
2. Program services are outcome-based.
3. The program has an evaluation component.
4. Program services detect gang participation and divert individuals from gang participation.
5. Awareness of and sensitivity to Racial Ethnic Disparity that exists in the County.
6. Programs are encouraged to provide effective programming that includes restorative justice practices.
Only local public agencies, 501c3 non-profit corporations and local housing authorities will be considered for funding.
In order to apply for FY 2025-2026 JCPC funding, you must complete and submit your application online
by accessing NC ALLIES. Please read and follow all instructions at: https://cp.ncdjjdp.org/CP
Additional self-help videos on the NC ALLIES webpage are available by clicking on the HELP tab.
Private non-profits are also required to submit, by uploading in NC ALLIES, the following:
1) No Over Due Tax form, 2) DPS Conflict of Interest Statement,
3) Agency Conflict of Interest Policy, and 4) Proof of 501(c)(3) status. (#1 & #2 are available at the above link.)
John Kirkpatrick (910) 334-6863
JCPC Chairperson / or Designee Telephone #
For further information or other technical assistance about applying for JCPC funds in this county contact:
Sherri Hill , DPS Area Consultant at 704-754-8218.
The deadline for receiving the application: February 10, 2025 5:00pm
Union County Juvenile Crime Prevention Council
Request for Proposals
476,439 30% January 10, 2025
Anticipated Annual Allocation Required Local Match Rate Date Advertised
114
Juvenile Crime Prevention Council Funding Decisions SummaryNovember 2, 2020Funding Decision for:FY 26-27 Date Completed:Program(s) FundedSelect 1-year or 2-year funding and reason(s) for Funding (Check all that apply)2-year Funding approved for FY and OR 1-yearFunding approved for FY Rationale for 2-year Fundingapproval: Funded in past years In good standing with county/JCPC and DPS (following PA, timely reports, reporting to JCPC as requested) Favorable JCPC monitoring In compliance with Consultant Monitoring Quality of Service Assessment (QOS) rating is min 70%(min. score of 14) OR progress made on PEP in QOS. Provides an essential dispositional option, explain: Meets target population as described in Program Agreement (number served, and described target population),with minimal exceptions (i.e. less than 10% variance) Meets funding priority Compatible with research Cost efficient Addresses reductions of complaints, violations of supervision & convictions Has evaluation component Addresses parental accountability Addresses use of alcohol/controlled substances Addresses restitution to victimsAddresses gang participationWould increase funding to this service if funds were available Other Other 2-year Funding approved for FY and OR 1-year Funding approved for FY Rationale for 2-year Fundingapproval: Funded in past years In good standing with county/JCPC and DPS (following PA, timely reports, reporting to JCPC as requested) Favorable JCPC monitoring In compliance with Consultant Monitoring Quality of Service Assessment (QOS) rating is min 70% (min. score of 14) OR progress made on PEP in QOS. Provides an essential dispositional option, explain: Meets target population as described in Program Agreement (number served, and described target population), with minimal exceptions (i.e. less than 10% variance) Meets funding priority Compatible with research Cost efficient Addresses reductions of complaints, violations of supervision & convictions Has evaluation component Addresses parental accountability Addresses use of alcohol/controlled substances Addresses restitution to victims Addresses gang participationWould increase funding to this service if funds were available Other Other 2-year Funding approved for FY and OR 1-year Funding approved for FY Rationale for 2-year Fundingapproval: Funded in past years In good standing with county/JCPC and DPS (following PA, timely reports, reporting to JCPC as requested) Favorable JCPC monitoring In compliance with Consultant Monitoring Quality of Service Assessment (QOS) rating is min 70% (min. score of 14) OR progress made on PEP in QOS. Provides an essential dispositional option, explain: Meets target population as described in Program Agreement (number served, and described target population), with minimal exceptions (i.e. less than 10% variance) Meets funding priority Compatible with research Cost efficient Addresses reductions of complaints, violations of supervision & convictions Has evaluation component Addresses parental accountability Addresses use of alcohol/controlled substances Addresses restitution to victims Addresses gang participationWould increase funding to this service if funds were available Other Other 2-year Funding approved for FY and OR 1-year Funding approved for FY Rationale for 2-year Fundingapproval: Funded in past years In good standing with county/JCPC and DPS (following PA, timely reports, reporting to JCPC as requested) Favorable JCPC monitoring In compliance with Consultant Monitoring Quality of Service Assessment (QOS) rating is min 70% (min. score of 14) OR progress made on PEP in QOS. Provides an essential dispositional option, explain: Meets target population as described in Program Agreement (number served, and described target population), with minimal exceptions (i.e. less than 10% variance) Meets funding priority Compatible with research Cost efficient Addresses reductions of complaints, violations of supervision & convictions Has evaluation component Addresses parental accountability Addresses use of alcohol/controlled substances Addresses restitution to victims Addresses gang participationWould increase funding to this service if funds were available Other Other ng andand ddiLife Connections of the Carolinas - DASHTransforming Youth Movement, INC- Transforming FuturesTransforming Youth Movement-Union County TeenCourt Program Aspire Youth & Family, Inc-Kids At Work! Union
115
Juvenile Crime Prevention Council Funding Decisions Summary November 2, 2020 2-year Funding approved for FY and OR 1-year Funding approved for FY Rationale for 2-year Funding approval: Funded in past years In good standing with county/JCPC and DPS (following PA, timely reports, reporting to JCPC as requested) Favorable JCPC monitoring In compliance with Consultant Monitoring Quality of Service Assessment (QOS) rating is min 70% (min. score of 14) OR progress made on PEP in QOS. Provides an essential dispositional option, explain: Meets target population as described in Program Agreement (number served, and described target population), with minimal exceptions (i.e. less than 10% variance) Meets funding priority Compatible with research Cost efficient Addresses reductions of complaints, violations of supervision & convictions Has evaluation component Addresses parental accountability Addresses use of alcohol/controlled substances Addresses restitution to victims Addresses gang participation Would increase funding to this service if funds were available Other Other 2-year Funding approved for FY and OR 1-year Funding approved for FY Rationale for 2-year Funding approval: Funded in past years In good standing with county/JCPC and DPS (following PA, timely reports, reporting to JCPC as requested) Favorable JCPC monitoring In compliance with Consultant Monitoring Quality of Service Assessment (QOS) rating is min 70% (min. score of 14) OR progress made on PEP in QOS. Provides an essential dispositional option, explain: Meets target population as described in Program Agreement (number served, and described target population), with minimal exceptions (i.e. less than 10% variance) Meets funding priority Compatible with research Cost efficient Addresses reductions of complaints, violations of supervision & convictions Has evaluation component Addresses parental accountability Addresses use of alcohol/controlled substances Addresses restitution to victims Addresses gang participation Would increase funding to this service if funds were available Other Other 2-year Funding approved for FY and OR 1-year Funding approved for FY Rationale for 2-year Funding approval: Funded in past years In good standing with county/JCPC and DPS (following PA, timely reports, reporting to JCPC as requested) Favorable JCPC monitoring In compliance with Consultant Monitoring Quality of Service Assessment (QOS) rating is min 70% (min. score of 14) OR progress made on PEP in QOS. Provides an essential dispositional option, explain: Meets target population as described in Program Agreement (number served, and described target population), with minimal exceptions (i.e. less than 10% variance) Meets funding priority Compatible with research Cost efficient Addresses reductions of complaints, violations of supervision & convictions Has evaluation component Addresses parental accountability Addresses use of alcohol/controlled substances Addresses restitution to victims Addresses gang participation Would increase funding to this service if funds were available Other Other 2-year Funding approved for FY and OR 1-year Funding approved for FY Rationale for 2-year Funding approval: Funded in past years In good standing with county/JCPC and DPS (following PA, timely reports, reporting to JCPC as requested) Favorable JCPC monitoring In compliance with Consultant Monitoring Quality of Service Assessment (QOS) rating is min 70% (min. score of 14) OR progress made on PEP in QOS. Provides an essential dispositional option, explain: Meets target population as described in Program Agreement (number served, and described target population), with minimal exceptions (i.e. less than 10% variance) Meets funding priority Compatible with research Cost efficient Addresses reductions of complaints, violations of supervision & convictions Has evaluation component Addresses parental accountability Addresses use of alcohol/controlled substances Addresses restitution to victims Addresses gang participation Would increase funding to this service if funds were available Other Other A.R.I.S.E- Union-Kre8ivu The Connect Center NCCDC Next Step Youth ProgramUnion County JCPC Administration
116
Juvenile Crime Prevention Council Funding Decisions Summary November 2, 2020 Program Not Funded Reason for Not Funding (Check all that apply) Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other Lack of funding, addresses priority need and would fund if resources allowed Does not meet funding priority Not compatible with research Lesser quality than another program funded of its type Greater cost than program of same type and quality Other Other CA based organization; No UC connectionDid not meet RFP upload requirementsYouth Advocate Mentorship (YAM)- Growing with TrustStudentNest Academic Bridge Program
117
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-329 Agenda Date:6/16/2026
TITLE:..title
2026 Union County Jail Bond Referendum Introduction of Bond Orders and Call for Public Hearing
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Introduce Bond Order Authorizing the Issuance $200,000,000 General Obligation Jail Bonds of the
County of Union, North Carolina, 2) Adopt Resolution of the County of Union, North Carolina
Regarding Bond Order Authorizing the Issuance of General Obligation Jail Bonds, Setting Public
Hearing Thereon and Directing Publication of Notice of Said Public Hearing.
PRIOR BOARD ACTIONS:
1) May 18, 2026, Regular Meeting, Agenda Item #26-266 - The Board adopted Resolution of the
Board of Commissioners of the County of Union, North Carolina directing the Publication of Notice of
Intention to apply to the Local Government Commission for approval of $200,000,000 General
Obligation Jail Bonds and adopted resolution making Certain statements of facts concerning the
proposed jail bond issue and authorizing the application to the Local Government Commission for
$200,000,000 of general obligation jail bonds.
2) April 20, 2026, Regular Meeting, Agenda Item #26-212 - The Board authorized staff to move
forward with the necessary steps for a 2026 Bond Referendum to fund a new jail facility in the
amount of $200,000,000.
BACKGROUND:
General Obligations Bonds (GO) are widely considered the lowest-interest, most cost-effective
financing mechanism for long-term capital projects in North Carolina due to the pledge of the local
government's full faith, credit, and taxing power. For North Carolina counties, which are legally
required to provide secure, safe, and sanitary inmate housing, financing a jail through a GO bond
ensures that the borrowing costs are minimized for the taxpayers, as these bonds typically secure
better credit ratings than other debt options. The GO bond process is more rigorous than other
financing options (requiring a public vote), however the interest savings from a GO bond make it the
preferred tool for construction of a new jail.
The Introduction of the Bond Order lays out the purpose of the general obligation bond referendum
that will be placed on the November 3, 2026 election ballot and the Resolution will set the date for the
Public Hearing required on July 20, 2026 and authorize the Clerk to the Board to publish the notice of
the Public Hearing.
FINANCIAL IMPACT:
Union County, NC Printed on 6/1/2026Page 1 of 2
powered by Legistar™126
File #:26-329 Agenda Date:6/16/2026
The estimated cumulative cost over the life of the bond, using the highest interest rate of 5.344%
charged for similar debt over the last twenty years is estimated at $312,224,000. The estimated
maximum annual debt service payment is $20,688,000 beginning in FY 2028 and commencing in FY
2047. The annual estimated amount of property tax liability increases for each $100,000 of property
tax value to service the cumulative cost over the life of the bond is estimated at $31.10. The annual
estimated amount of property tax liability increases for each $400,000 of property tax value to service
the cumulative cost over the life of the bond is estimated at $124.40 (based on 3.11¢ increase in the
ad valorem property tax rate). These estimates are based on the legislative requirements of NC
Session Law 2022-53 for bond referendums.
Union County, NC Printed on 6/1/2026Page 2 of 2
powered by Legistar™127
PPAB 13665606v1
Commissioner _________________ introduced the following Bond Order, copies of which have
been made available to the Board of Commissioners:
BOND ORDER AUTHORIZING THE ISSUANCE OF $200,000,000 GENERAL OBLIGATION
JAIL BONDS OF THE COUNTY OF UNION, NORTH CAROLINA
WHEREAS, the Board of Commissioners of the County of Union, North Carolina (the
“County”) has ascertained and hereby determines that it is necessary to pay the capital costs of
providing for the design, construction, furnishing and equipping of a new jail facility; and
WHEREAS, an application has been filed with the Secretary of the Local Government
Commission of North Carolina requesting Local Government Commission approval of the
General Obligation Jail Bonds hereinafter described as required by the Local Government Bond
Act, and the Clerk to the Board of Commissioners has notified the Board of Commissioners that
the application has been accepted for submission to the Local Government Commission.
NOW, THEREFORE, BE IT ORDERED by the Board of Commissioners of the County of
Union, North Carolina, as follows:
Section 1. In order to raise the money required for the purposes described above, in
addition to any funds which may be made available for such purpose from any other source,
General Obligation Jail Bonds of the County are hereby authorized and will be issued pursuant
to the Local Government Finance Act of North Carolina. The maximum aggregate principal
amount of such General Obligation Jail Bonds authorized by this order will be $200,000,000.
Section 2. Taxes will be levied in an amount sufficient to pay the principal and
interest of the General Obligation Jail Bonds.
Section 3. A sworn statement of the County’s debt has been filed with the Clerk to
the Board of Commissioners and is open to public inspection.
Section 4. This bond order will take effect when approved by the voters of the
County at a referendum scheduled for November 3, 2026.
The foregoing bond order was introduced by the Board of Commissioners of the County of
Union, North Carolina this 16th day of June, 2026.
Clerk to the Board Chairman
APPROVED AS TO FORM:
County Attorney
128
PPAB 13665606v1
STATE OF NORTH CAROLINA )
) SS:
COUNTY OF UNION )
I, Lynn West, Clerk to the Board of Commissioners of the County of Union, North
Carolina, DO HEREBY CERTIFY the attached to be a true and correct copies of the Bond Order
entitled, “BOND ORDER AUTHORIZING THE ISSUANCE OF $200,000,000 GENERAL OBLIGATION JAIL
BONDS OF THE COUNTY OF UNION, NORTH CAROLINA” introduced by the Board of Commissioners
of the County of Union, North Carolina at a meeting held on the 16th day of June, 2026.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the corporate seal
of said County, this the ____ day of June, 2026.
(SEAL)
Clerk to the Board of Commissioners
County of Union, North Carolina
129
PPAB 13665606v1
RESOLUTION OF THE COUNTY OF UNION, NORTH CAROLINA REGARDING BOND
ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION JAIL BONDS,
SETTING PUBLIC HEARING THEREON AND DIRECTING PUBLICATION OF NOTICE OF
SAID PUBLIC HEARING
WHEREAS, bond order entitled:
BOND ORDER AUTHORIZING THE ISSUANCE OF $200,000,000
GENERAL OBLIGATION JAIL BONDS OF THE COUNTY OF UNION,
NORTH CAROLINA
has been introduced at a meeting of the Board of Commissioners of the County of Union, North
Carolina this 16th day of June, 2026; and
WHEREAS, the Board of Commissioners desires to provide for the holding of public
hearing thereon on July 20, 2026 and the submission of a statement of debt and a statement of
disclosures in connection therewith as required by The Local Government Bond Act.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF
THE COUNTY OF UNION, NORTH CAROLINA that the public hearing on said bond order shall
be held on the 20th day of July, 2026 in the Union County Government Center, First Floor,
Board Room, 500 North Main Street, Monroe, North Carolina at or about 6:00 p.m.
BE IT FURTHER RESOLVED that the Clerk to the Board of Commissioners is hereby
directed to cause a copy of said bond order to be published with a notice of such hearing in the
form prescribed by law in a newspaper of general circulation in the County on or before the 11th
day of July, 2026.
BE IT FURTHER RESOLVED that before the public hearing, the County’s Finance
Director is hereby directed to (1) file a sworn statement of debt with the Local Government
Commission and the Clerk to the Board of Commissioners in accordance with Section 159-55 of
the General Statutes of North Carolina and (2) file with the Clerk to the Board of Commissioners
and the Local Government Commission of North Carolina and post online a statement of
disclosure in accordance with Section 159-55.1(a) of the General Statutes of North Carolina.
BE IT FURTHER RESOLVED that this Resolution shall become effective on the date of
its adoption.
130
PPAB 13665606v1
READ, APPROVED AND ADOPTED this the 16th day of June, 2026.
Clerk to the Board Chairman
APPROVED AS TO FORM:
County Attorney
131
PPAB 13665606v1
STATE OF NORTH CAROLINA )
) SS:
COUNTY OF UNION )
I, Lynn West, Clerk to the Board of Commissioners of the County of Union, North
Carolina, DO HEREBY CERTIFY the attached to be a true and correct copy of a Resolution
entitled, “RESOLUTION OF THE COUNTY OF UNION, NORTH CAROLINA REGARDING BOND ORDER
AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION JAIL BONDS, SETTING PUBLIC HEARING
THEREON AND DIRECTING PUBLICATION OF NOTICE OF SAID PUBLIC HEARING” adopted by the
Board of Commissioners of the County of Union, North Carolina at a meeting held on the 16th
day of June, 2026.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the corporate seal
of said County, this the ____ day of June, 2026.
(SEAL)
Clerk to the Board of Commissioners
County of Union, North Carolina
132
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-344 Agenda Date:6/16/2026
TITLE:..title
Authorization to Write Off Returned or Uncollectible Revenues
INFORMATION CONTACT:
Beverly L. Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Approve the write-off of returned or uncollectible revenues totaling $695.32.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Finance Department has conducted a review of outstanding returned revenues, including non-
sufficient funds (NSF) checks. After reasonable and diligent efforts to collect these funds, the
department has determined that these amounts are not recoverable.
Accordingly, we are requesting Board approval to formally write off these amounts from the County’s
financial records.
FINANCIAL IMPACT:
The total amount to be written off is $695.32. These funds have previously been recorded but are
now deemed uncollectible. No additional budget appropriation is required.
Union County, NC Printed on 6/1/2026Page 1 of 1
powered by Legistar™133
Memorandum
Finance Department
500 N. Main Street Suite 709
Monroe, NC 28112
T 704.283.3813
unioncountync.gov
To: Union County Board of Commissioners
From: Union County Finance Department
Date: June 16, 2025
Re: Request for Board Approval to Write Off Uncollectible Revenues
The Finance Department has completed a comprehensive review of outstanding returned
revenues, including non-sufficient funds (NSF) checks, closed accounts, and other payments
that have been deemed uncollectible. Despite reasonable and diligent efforts to recover these
funds, the department has determined that collection is no longer feasible.
We are therefore requesting formal approval from the Board to write off these amounts from the
County’s financial records. The total amount recommended for write-off is $19,409.47, which has
previously been recorded in County accounts but is now considered unrecoverable.
The breakdown of the uncollectible amounts is as follows:
$334.00 – Parks and Recreation disputed claims
$18,038.46 – UC Water revenue
$1,037.01 – NSF checks
• Ag Services - 31.62
• Building Code - $125.00
• Library - $10.00
• UCSO - $60.00
• Solid Waste - $314.70
• UC Water - $495.69
This action will not require any additional budget appropriation, as the amounts were previously
recognized and reported.
We appreciate your attention to this matter and request your approval to proceed with the
write-off process as outlined.
134
Memorandum
Union County Farmer’s Market
805 Skyway Dr
Monroe, NC 28110
T 704.283.3626 unioncountync.gov
To: Finance
From: Kim Griffin
Date: June 3, 2025
Re: NSF/Debt Write-Off
Farmer’s Market has had checks from the following customers returned due to insufficient funds:
Customer Check Date Amount
Robert Hargette 10/23/2023 $31.62
Several Collection attempts have been made but to no avail. Considering the time and cost of
further collection efforts, we ask that these checks to be written off.
135
From:Susie Calkins
To:Ebru Cukro
Cc:Kiara McClendon; Jennifer Tyson
Subject:Building Code Enforcement NSF"s
Date:Wednesday, May 28, 2025 9:30:33 PM
Attachments:image003.png
Building Code Enforcement has had check(s) from the following customer(s) returned
due to insufficient funds:
6/21/2022 Ronald Hough $55.00 passed away and unable to collect
11/7/2022 Lyle Roger Roan $70.00 unable to collect
10/30/2022 Sarah Blackwell $100.00
collected 12/14/23 and redeposited
12/15/23
Several Collection attempts have been made but to no avail. Considering the time
and cost of further collection efforts, we ask that these checks be written off. Please
let me know if you need anything else.
Susie Calkins
Business Manager | Building Code Enforcement
T 704.283.3509
susie.calkins@unioncountync.gov
www.unioncountync.gov
Union County Government
500 North Main Street, Suite 47
Monroe, NC 28112
E-mail correspondence to and from this sender may be subject to the North Carolina
Public Records law and may be disclosed to third parties. If you are not the intended
recipient of this e-mail, please contact the sender immediately.
136
unioncountync.gov/library
Memorandum
Union County Main Library
316 East Windsor St.
Monroe, NC 28112
T 704.283.8184
To: Finance Department
From: Matthew Killough
Date: May 16, 2025
Re: NSF/ Debt Write-Off
______________________________________________________________________
The Library has had a check from the below patron returned due to insufficient
funds:
Customer Check Date Amount
Andrew Phibbs 11/18/2021 $10
Collection attempts have been made to no avail. Considering the time and
cost of further collection efforts, we ask that this check be written off.
Thank you.
137
Memorandum
Solid Waste
2125 Austin Chaney Rd.
Wingate, NC 28174
T 704.296.4234 unioncountync.gov
To: Finance
From: Lindsay Helms
Date: May 15, 2025
Re: NSF/Debt Write-Off
Solid Waste has had checks from the following customers returned due to insufficient funds:
Customer Check
Date
Amount
Kaicey A Stack 8/25/2021 $ 10.00
Joshua Helms 9/23/2021 $ 40.00
Peggy Ann Banks 11/18/2021 $ 10.00
Ronald Helms 12/17/2021 $ 20.00
Sarah N Mangum 6/7/2022 $ 8.25
Furbabies Animal Rescue 9/1/2022 $ 30.00
Skye Evans 10/11/2022 $ 67.20
Jeff Furr 12/1/2022 $ 10.00
Triston Helms 1/9/2023 $ 10.00
Amber Wilken 2/3/2023 $ 4.25
Mark Hill 4/14/2023 $ 20.00
Wendy Gill 10/6/2023 $ 10.00
Initium Construction Group LLC 4/22/2024 $ 5.00
Initium Construction Group LLC 9/16/2024 $ 20.00
Alexander Banks 12/5/2023 $ 10.00
Michael Staton 3/22/2024 $ 30.00
Abigail Leigh Eudy 5/7/2024 $ 10.00
Several Collection attempts have been made but to no avail. Considering the time and cost of
further collection efforts, we ask that these checks to be written off.
138
139
Union County Water
Street Address
City, State ZIP
T 555.555.5555
unioncountync.gov/water
To: Finance
From: Zachary Tarlton, Business Manager, UC Water
Date: 5/29/2025
Re: NSF/Debt Write-Off
Union County Water has had check(s) from the following customer(s) returned due to
insufficient funds:
Customer Check Date Amount
Joanne Slynn 4/29/2022 $183.69
Shavonia M Brace 6/3/2022 $100.00
Michael H Davis 5/7/2024 $10.00
Patricia McLeod Chambers 6/6/2024 $102.00
Sarah M Hersey 6/25/2024 $100.00
Several collection attempts have been made but to no avail. Considering the time
and cost of further collection efforts, we ask that these checks be written off.
140
704.283.3885 | 5213 Harkey Road, Waxhaw, NC 28173 | unioncountync.gov/parks
TO: FINANCE
FROM: LINDSEY BRASWELL
PARKS & RECREATION
DATE: APRIL 2, 2025
RE: OUTSTANDING BANK TRANSACTIONS
Currently, the Parks and Recreation Department has three outstanding bank transactions
for a total of $334 that need to be written off if possible. All three transactions were for
one camping customer who was frequently in the campground. He submitted a claim
through his credit card company stating that we had refused a refund when he tried to
cancel. After internal investigation, we discovered he did stay all three instances. When
he was presented with this information and asked about his claim, he stated it must have
been a family member who was also an approved user on the card who refuted the
charges. The credit card company was contacted, and they requested proof of
occupancy through contract. Staff decided to disallow future credit card transactions from
the customer and not investigate further.
Thanks.
141
Union County Water
Street Address
City, State ZIP
T 555.555.5555
unioncountync.gov/water
To: Finance
From: Zachary Tarlton, Business Manager, UC Water
Date: 6/16/2025
Re: UC Water ACH Returns
Union County Water has carried over ACH returns for several years that have been
unable to locate in Harris Northstar and correctly applied to customer accounts. As a
result, we are carrying $18,038.46 in unresolved returns.
Given the time burden on staff and inability to clear this balance over several years,
we are requesting permission to write off this balance so that UC Water can enter
FY26 with a zero dollar balance in ACH returns. This will allow us to better track,
monitor, and reconcile any forthcoming returns in our system.
This memo serves as a formal request for Finance to include a write off in the
amount of $18,038.46 in UC Water ACH Returns.
142
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-324 Agenda Date:6/16/2026
TITLE:..title
April 2026 NCVTS Motor Vehicle Tax Report
INFORMATION CONTACT:
Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748; Kristen Foxworth, Tax
Administration, Deputy Tax Administrator, 704-283-3591
ACTION REQUESTED:
Approve the April 2026 NCVTS Motor Vehicle Tax Refund Report.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The refunds included in this report represent adjustments made to tax bills that resulted in refunds of
motor vehicle taxes paid under the Tax and Tag Together program operated jointly between the
counties and the State.
FINANCIAL IMPACT:
$1,579.07
Union County, NC Printed on 6/1/2026Page 1 of 1
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Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
001 TAX $0.00 $0.00
600 TAX $91.64 $0.00
200 TAX ($237.18)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $24.90 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $149.60 $0.00
200 TAX ($387.20)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $40.66 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($87.74)$0.00
200 VEHICLE FEE ($30.00)$0.00
013 TAX $3.45 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($54.52)$0.00
500 TAX ($140.65)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($22.31)$0.00
003 TAX ($5.14)$0.00
005 TAX ($2.19)$0.00
004 TAX ($18.87)$0.00
002 TAX ($129.88)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($209.57)$0.00
200 VEHICLE FEE ($30.00)$0.00
980 TAX $9.53 $0.00
021 TAX $25.72 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
400 TAX ($158.20)$0.00
018 TAX $0.00 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
400 TAX ($195.75)$0.00
018 TAX $26.19 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($167.85)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $16.29 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
Refund Total
AIR CENTRAL
OF THE
CAROLINAS LLC
AIR CENTRAL
OF THE
CAROLINAS LLC
PO BOX 1816
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
1103621823
Refund Generated due
to adjustment on
Bill #0089965142-
2025-2025-0000
Situs error 4/9/2026STALLINGS, NC
28104
Adjustment >=
$100 0089965142 AA3277E PENDING $0.00
$0.00
$0.00
$0.00
$150.64
$0.00
$91.64
($237.18)
($30.00)
$24.90
$0.00
$149.60
($387.20)
($30.00)
$40.661103312691
Refund Generated due
to adjustment on
Bill #0089967122-
2025-2025-0000
Situs error 4/8/2026
CRUZ
ESPINOSA,
ALFREDO
CRUZ
ESPINOSA,
ALFREDO
2509 PLYLER
MILL RD
$0.00
$0.00
$0.00
$0.00
$226.94
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0089967122 BB1542A PENDING
CARTIER
CLASSIC
TRANSPORTATIO
N LLC
CARTIER
CLASSIC
TRANSPORTATIO
N LLC
115
UNIONVILLE
INDIAN
TRAIL SUITE
B8
980722312
Refund Generated due
to adjustment on
Bill #0090332212-
2025-2025-0000
Situs error 4/8/2026MONROE, NC
28112
Adjustment >=
$100 0090332212 JMF4288 PENDING
$0.00
$0.00
$0.00
$114.29
$0.00
($87.74)
($30.00)
$3.45
$0.00
($54.52)
($140.65)
$0.00
($22.31)
($5.14)980356992
Refund Generated due
to adjustment on
Bill #0090343834-
2025-2025-0000-00
Exempt
Property 4/6/2026
SEROV,
VASILII
SEROV,
VASILII
1224 PRESSON
FARMS LN
($2.19)
($18.87)
($129.88)
$373.56
WAXHAW, NC
28173
Adjustment >=
$100 0090343834 VFP7233 PENDINGNISIUS,
GREGORY ERIC
NISIUS,
GREGORY ERIC
5004
BRITANNIA
BLVD
PO BOX 601
$0.00
$0.00
$0.00
$0.00
$204.32
$0.00
($209.57)
($30.00)
$9.53
$25.721103621634
Refund Generated due
to adjustment on
Bill #0089962112-
2025-2025-0000
Situs error 4/9/2026UNIONVILLE,
NC 28110
Adjustment >=
$100 0089962112 MCA8922 PENDING
$0.00
($158.20)
$0.00
$0.00
$0.00860889743
Refund Generated due
to adjustment on
Bill #0082371788-
2025-2025-0000
Situs error 4/22/2026
$0.00
$0.00
$158.20
TALBERT,
CEILIA
STEGALL
TALBERT,
CEILIA
STEGALL
PO BOX 601 MARSHVILLE,
NC 28103
Adjustment >=
$100 0082371788 VCR7951 PENDING 860889750
Refund Generated due
to adjustment on
Bill #0082371788-
2024-2024-0000
MARSHVILLE,
NC 28103
Adjustment >=
$100 0082371788 VCR7951 PENDING
TALBERT,
CEILIA
STEGALL
TALBERT,
CEILIA
STEGALL
TERMINIX
SERVICE INC.
TERMINIX
SERVICE INC.PO BOX 2627
Situs error 4/22/2026
$0.00
($195.75)
$26.19
$0.00
$0.00
$0.00
$0.00
$169.56
$0.00
($167.85)
($30.00)
$16.29
$0.00980997168
Refund Generated due
to adjustment on
Bill #0089983813-
2025-2025-0000
Situs error 4/9/2026
$1579.07
$0.00
$0.00
$0.00
$181.56
COLUMBIA, SC
29202
Adjustment >=
$100 0089983813 MBJ5224 PENDING
Page 1 of 1
144
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-348 Agenda Date:6/16/2026
TITLE:..title
Contract Renewal - Microsoft Enterprise Agreement
INFORMATION CONTACT:
Jon Amelio, Information Technology, Director, 704-283-3533
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
This is the County's Enterprise Agreement Renewal for Microsoft. This contract covers all aspects of
our Microsoft Cloud and on-premises environment, from user subscriptions to back-end server
maintenance and SQL Server clustering.
FINANCIAL IMPACT:
Price to be determined after June 1st on forthcoming quote. Need on agenda for June 16th.
Union County, NC Printed on 6/1/2026Page 1 of 1
powered by Legistar™145
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-349 Agenda Date:6/16/2026
TITLE:..title
Resolution - Updates to the Union County Personnel Resolution
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
Adopt the revised Union County Personnel Resolution, effective July 1, 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Updates to the Personnel Resolution are recommended at times to address terminology changes,
organizational alignment, county management operational needs, and Board of County
Commissioners direction. The recommended revised Union County Personnel Resolution (“UCPR”)
includes the following revisions to the existing UCPR:
·Technical, terminology, and practical revisions throughout the UCPR to correspond with
current terminology, organizational structure, practice, and applicable law
·Clarification and streamlining of the County Manager’s authority concerning department
reorganizations
·Clarification and improvements concerning the administration of the pay plan in certain
circumstances
·Updates to uniformed services (military) leave policy
·Added provisions to allow oral fluid (saliva) drug testing in certain circumstances
FINANCIAL IMPACT:
None.
Union County, NC Printed on 6/1/2026Page 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 #:26-340 Agenda Date:6/16/2026
TITLE:..title
Minutes for Approval
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been provided to the Board for review and approval.
FINANCIAL IMPACT:
None
Union County, NC Printed on 6/1/2026Page 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 #:26-325 Agenda Date:6/16/2026
TITLE:..title
Tax Collector’s Departmental Report for April 2026
INFORMATION CONTACT:
Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report reflects the totals of all tax transactions within the Tax Collector’s Office for the month of
April 2026 as required by NCGS 105-350(7).
FINANCIAL IMPACT:
None.
Union County, NC Printed on 6/1/2026Page 1 of 1
powered by Legistar™148
Tax Administration | Revenue Division
500 North Main Street, Suite 119 Monroe, NC 28112
T 704-283-3848 unioncountync.gov
Memorandum
To: Board of County Commissioners
Brian Matthews, County Manager
Lynn West, Clerk to the Board
From: Vann Harrell
Tax Administrator
Date: May 12, 2026
Re: Departmental Monthly Report
The Tax Collector’s monthly/year to date collections report for the month ending April 30, 2026
is attached for your information and review.
Should you desire additional information, I will provide that at your request.
Attachment
VH/JM
149
APRIL 2026
PERCENTAGE FOR REGULAR TAX
APRIL 30, 2026 REGULAR TAX 2026 2025 2024 2023 2022
BEGINNING CHARGE 536,355.42 274,844,406.12 237,285,195.77 226,218,530.63 217,100,216.02
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES 76,944.18
NON DISCOVERIES 34,619.81 4,861.07 3,033.76 2,959.28 236.13
RELEASES (1,105.44) (6,291.85) (366.62) (379.63) (380.57)
TOTAL CHARGE 646,813.97 274,842,975.34 237,287,862.91 226,221,110.28 217,100,071.58
BEGINNING COLLECTIONS 121,404.41 273,352,397.84 237,135,256.40 226,137,347.61 217,047,204.43
COLLECTIONS 21,277.10 750,710.51 11,305.98 6,320.60 4,039.72
TOTAL COLLECTIONS 142,681.51 274,103,108.35 237,146,562.38 226,143,668.21 217,051,244.15
BALANCE OUTSTANDING 504,132.46 739,866.99 141,300.53 77,442.07 48,827.43
PERCENTAGE OF REGULAR 22.06%99.73%99.94%99.97%99.98%
OVERALL CHARGED 646,813.97 274,842,975.34 237,287,862.91 226,221,110.28 217,100,071.58
OVERALL COLLECTED 142,681.51 274,103,108.35 237,146,562.38 226,143,668.21 217,051,244.15
OVERALL PERCENTAGE 22.06%99.73%99.94%99.97%99.98%
1
150
APRIL 2026
PERCENTAGE FOR REGULAR TAX
APRIL 30, 2026 REGULAR TAX
BEGINNING CHARGE
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES
NON DISCOVERIES
RELEASES
TOTAL CHARGE
BEGINNING COLLECTIONS
COLLECTIONS
TOTAL COLLECTIONS
BALANCE OUTSTANDING
PERCENTAGE OF REGULAR
OVERALL CHARGED
OVERALL COLLECTED
OVERALL PERCENTAGE
2021 2020 2019 2018
208,193,368.98 192,181,155.30 186,540,147.30 180,717,811.44
(359.21) (232.13)
208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44
208,144,231.60 192,113,137.87 186,444,741.58 180,661,614.46
1,938.50 676.92 1,060.75 1,096.50
208,146,170.10 192,113,814.79 186,445,802.33 180,662,710.96
46,839.67 67,108.38 94,344.97 55,100.48
99.98%99.97%99.95%99.97%
208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44
208,146,170.10 192,113,814.79 186,445,802.33 180,662,710.96
99.98%99.97%99.95%99.97%
2
151
APRIL 2026
PERCENTAGE FOR REGULAR TAX
APRIL 30, 2026 REGULAR TAX
BEGINNING CHARGE
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES
NON DISCOVERIES
RELEASES
TOTAL CHARGE
BEGINNING COLLECTIONS
COLLECTIONS
TOTAL COLLECTIONS
BALANCE OUTSTANDING
PERCENTAGE OF REGULAR
OVERALL CHARGED
OVERALL COLLECTED
OVERALL PERCENTAGE
2017 2016
186,663,147.61 176,859,604.37
186,663,147.61 176,859,604.37
186,617,140.04 176,822,068.93
1,200.26 1,112.42
186,618,340.30 176,823,181.35
44,807.31 36,423.02
99.98%99.98%
186,663,147.61 176,859,604.37
186,618,340.30 176,823,181.35
99.98%99.98%
3
152
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-342 Agenda Date:6/16/2026
TITLE:..title
Communications Monthly Report - May 2026
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report provides valuable metrics and insights into communication platforms and our efforts to
collaborate with all County departments to inform and engage residents, promote programs and
services, and strengthen internal and external communications.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 6/1/2026Page 1 of 1
powered by Legistar™153
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-346 Agenda Date:6/16/2026
TITLE:..title
Facilities Major Capital Projects Update - Quarterly Report
INFORMATION CONTACT:
Linda Whitaker, Assistant Director Design and Construction, Facilities & Fleet Management, 704-420-
2626
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly major capital projects update for projects managed by the Facilities & Fleet
Management Department.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 6/1/2026Page 1 of 1
powered by Legistar™154
MAJOR CAPITAL (MC)
JUNE 16, 2026
Quarterly Facilities
Capital Projects Update
155
Project Partners
Development and financial responsibility for entry roads and other infrastructure
Edifice CMAR
1
2
Funding Source 5 NCDA FP Grant2 500,000.00$
5/7/2026
Notes:County has applied for a future NCDA FP Grant of $ 500,000.00
PreDesign Design Contracts/Bidding Permitting, Construction Closeout
Schedule Breakdown
1,810,959.00$
505,760.00$
NCDOT Permit - Permit Application Review in Progress
Last Qtr GMP Board Approval, Permitting
Next Qtr Permitting, Construction Start
Unique Schedule Impacts:Land Lease with Wingate University - Lease executed
Business Park road and infrastructure development by Town of Wingate - Plans developed by October, 2025
Grant Award for kitchen equipment, cold storage, shelving/racks - Grant awarded
City of Monroe - Natural Gas Infrastructure Construction - Proposal Under Review
State Grant Investment Earnings
Jan 2024 - Mar 2024 Apr 2024 - Oct 2025 Nov 2025 - Jan 2026 Feb 2026 - Mar 2027 Mar 2027 - Mar 2028
Transfer from Facilities Capital
19,196.00$
Total Revenue $17,380,604 Project Budget Delta $519,535
Project Revenue
Funding Source 7 Intergovernmental Revenue (Wingate)
Funding Source 8
Funding Source 6
Soft Costs $965,921
Funding Source 3 Transfer from General Fund 476,243.00$ Construction $15,895,148
Funding Source 4 GoldenLEAF Grant1 1,000,000.00$ Project Total $16,861,069
Funding Source 2 UC/EDC Capital 7,447,087.00$
Providing $5,000,000 in funding
Construction NC Cooperative Extension Management of day to day operations
Budget Revenue Budget Breakdown
Funding Source 1 State Appropriation 5,000,000.00$ Current Phase
20.0%6 Mnth Lag 3/1/2027 2%5%21,452 gsf
$17,380,604Funding Source 9 Bond Interest Income 621,359.00$
Project Budget PM: Bruno
$17,380,604 Town of Wingate
Wingate University Land lease, curriculum development and sharing, scholarship commitment
Project Name Project Description Capital Account
Union County Food
Innovation Center
Design and construct a facility to support an incubator space for local food product development, production and
packaging. The facility is planned to be between 15,000 to 30,000 gsf with key features including: dry storage, cold
storage, commercial kitchens, food processing suites, wash stations, food packaging rooms, office space, food
truck parking.
40080187
CPL Architect
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Building Size
Current Phase State of North Carolina
156
Responsible for daily operations of new facility
Last Qtr Construction Documents phase completed, CD phase estimate and value management reviewed and approved. Begin Permitting.
Next Qtr Site Plan Reviewed and Approved. Submit Construction Documents to Permitting. 100% Permit Approvals. Build the Bid Package.
Unique Schedule Impacts:Site and long lead time packages to bid early. Layout configuration review by UC Leadership.
PreDesign Design Contracts/Bidding Construction Closeout
Schedule Breakdown
Aug 2024 - Feb 2025 Feb 2025 - June 2026 June 2026 - Sept 2026 Oct 2026 - Nov 2027 Nov 2027 - Nov 2028
Future Funding Source 3 Project Contingency $217,307
Total Future Funding $0 Project Total $15,498,394
Future Funding Source 1 D/C Subtotal $14,980,677
Future Funding Source 2 Owner Reserves $300,410
Total Revenue $15,500,140 Furniture/Fixed Equipment $946,760
Construction Contingency $297,307
Funding Source 2 Design $865,260
Funding Source 3 Construction $12,871,350
Budget Revenue Budget Breakdown
Funding Source 1 UC WATER Capital $15,500,140 Current Phase
Building Size
15.0%8 Wks Lag 11/26/2027 5%4%20,142 gsf
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Edifice CMAR
Design/Construction Documents
Project Budget
$15,500,140 UC Water Department
Progressive Design Architect
Project Name Project Description Capital Account
UC Water Operation Center
Expansion and Renovation
Design and construct a facility to support UC Water growing needs. The project is proposed to be constructed
on the premises of the current operations center in Monroe. The anticipated building size is approximately
30,000 gsf and will contain general offices for Administration, Engineering, Operations, Customer Service that
includes customer drive-thru for various transactions and Warehouse space. In addition to this, a renovation
of approximately 3,000 gsf of existing Ops Center.
60186019
Project Partners PM: Soto
02.02.2026
157
Responsible for daily operation of new facility
Last Qtr Construction completed. Store opened on April 2nd.
Next Qtr
Unique Schedule Impacts:None
PreDesign Design Contracts/Bidding Construction Closeout
Schedule Breakdown
Aug 2022 - Nov 2022 Nov 2022 - Apr 2024 Apr 2024 - Jan 2025 Feb 2025 - Nov 2025 Nov 2025 - Nov 2026
Future Funding Source 3 Project Contingency $0
Total Future Funding $0 Project Total $938,588
Future Funding Source 1 D/C Subtotal $938,588
Future Funding Source 2 Owner Reserves
Total Revenue $950,000 Furniture/Fixed Equipment $17,451
Construction Contingency $78,221
Funding Source 2 Interest Income $100,000 Design $60,700
Funding Source 3 Event Ctr Support Fac $250,000 Construction $782,216
Budget Revenue Budget Breakdown
Funding Source 1 UC Capital MC $600,000 Current Phase
Building Size
100.0%0 Wks Lag 11/15/2025 7%93%3,588 gsf
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Rushing Contracting General Contractor
Closeout/Warranty
Project Budget
$950,000 UC Parks and Recreation
Creech & Associates Architect
Project Name Project Description Capital Account
UC Cane Creek
Campground Store
Design and Construction of a new building of approximately 1,300 SF that will serve as a general store for the
Cane Creek Park Campground area.
40080100
Project Partners PM: Soto
02.02.2026
158
Project Partners
Responsible for daily operations of new facility
Last Qtr Construction Documents phase completed, begin Permitting process.
Next Qtr Permitting completed, begin bidding process.
Unique Schedule Impacts:Permitting process. New building location - coordination with utilities. Size and location of the current septic system.
PreDesign Design Contracts/Bidding Construction Closeout
Schedule Breakdown
Feb 2025 - Jun 2025 Jun 2025 - June 2026 July 2026 - Oct 2026 Nov 2026 - July 2027 July 2027 - July 2028
Future Funding Source 3 Project Contingency $192,000
Total Future Funding $0 Project Total $3,262,300
Future Funding Source 1 D/C Subtotal $3,070,300
Future Funding Source 2 Owner Reserves
Total Revenue $3,350,000 Furniture/Fixed Equipment $204,000
Construction Contingency $192,000
Funding Source 2 Design $174,300
Funding Source 3 Construction $2,500,000
Budget Revenue Budget Breakdown
Funding Source 1 UC Solid Waste MC $3,350,000 Current Phase
Building Size
20.0%4 Wks Lag 7/30/2027 1%99%6,000 gsf
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase TBD General Contractor
Design/Construction Documents
Project Budget
$3,577,000 UC Solid Waste
McMillan Pazdan Smith Architect
Project Name Project Description Capital Account
UC Solid Waste Operation
Center
Design and construct a facility to replace the existing office administrative building. The facility is planned to be
a single story building between 5,000 to 6,000 gsf with key features including: nine offices, two showers, two
bathrooms, one kitchenette area, one conference room, one MEP room, one storage room, one lobby for dirty
entry and one lobby for clean entry.
61287000
PM: Soto
02.02.2026
159
Project Partners
Historic tree protection advice
Construction Document Complete, bidding
Last Qtr
Next Qtr
Schematic/Design Development phase completed, Construction Documents started
Unique Schedule Impacts:Coordinating construction with the congressmen's office.
Coordinating HVAC & waterproofing to maintain occupancy
Coordinating construction work and historic tree preservation
PreDesign Design Contracts/Bidding Construction Closeout
Schedule Breakdown
Feb 2025 - May 2025 Apr 2025 - May 2026 May 2026 - Aug 2026 Aug 2026 - Jun 2027 Jun 2027 - Jun 2028
Total Future Funding $0 Project Total $1,725,000
Future Funding Source 2 Owner Reserves $209,730
Future Funding Source 3 Project Contingency $80,000
Construction Contingency $116,000
Future Funding Source 1 D/C Subtotal $1,435,270
Total Revenue $1,725,000 Furniture/Fixed Equipment $0
Funding Source 2 Design $199,270
Funding Source 3 Construction $1,120,000
Budget Revenue Budget Breakdown
Funding Source 1 UC Capital MC $1,725,000 Current Phase
Building Size
10.0%12 Wks Lag 6/1/2027 7%5%0
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Walter Robbs Architect
Design/Construction Documents TBD General Contractor
Project Budget
$1,725,000 UC Urban Forestry
UC Historical Society Advisory only
Project Name Project Description Capital Account
Historic Courthouse -
Phase 2
Design and construct envelope repairs to windows, doors foundations drainage, water infiltration into lower
level, low slope roof replacement and structural reinforcement under HVAC units, portico roof
repair/replacement, wraught iron repair.
40080125
PM: Bruno
02.02.2026
160
Project Partners
Supplied $20M in grant funding
CPL Architect
Last Qtr
Next Qtr
Construction Design Development 95%, NCDEQ & NCDOT Permitting, Early Electrical Equipment Package approved by BOCC
GMP Bidding, Permitting, Existing Structure Demo, Procurement of Lodox X-Ray Equipment, Early Electrical Equipment Procurement.
Unique Schedule Impacts:
Early bid packages will bid in January 2026 with full construction package bidding in July 2026
Advance Planning Design Contracts/Bidding Construction Closeout
DOT coordination with Hwy 74 driveway/entrance
Future Funding Source 3 Project Contingency $0
Schedule Breakdown
Jun 2025 - Aug 2025 Aug 2025 - May 2026 May 2026 - Jul 2026 Aug 2026 - Nov 2027 Nov 2027 - Nov 2028
Total Future Funding $0 Project Total $20,980,429
Construction Contingency $515,378
Future Funding Source 1 D/C Subtotal $20,603,916
Future Funding Source 2 Owner Reserves $376,513
Total Revenue $21,037,481 Furniture/Fixed Equipment $1,075,000
Funding Source 2 ME Operation Funds $537,481 Design $1,834,283
Funding Source 3 $500,000 Construction $17,179,255
Budget Revenue Budget Breakdown
Funding Source 1 State of NC Grant $20,000,000 Current Phase
Building Size
15.0%2 Wks Lag 11/1/2027 5%5%15,100 sf
Timmons Civil
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase
Design/Construction Documents Wharton-Smith CMAR
Project Budget
$20,537,481 State of NC
UC Medical Examiner Responsible for operations
Project Name Project Description Capital Account
South Piedmont Regional
Autopsy Center
The project consists of constructing a new single-story, approximately 10,000-15,000 sf building in Wingate, NC to provide morgue and forensic
pathology services to the residence of Union County as well as several surrounding Counties. The office will also be responsible for death
investigations under certain circumstances and work with local, state and federal law enforcement agencies when necessary. The new facility will
include autopsy stations, observation rooms, examination rooms, lab space biological processing equipment refrigeration space three to four offices,
a small conference area, comprehensive ventilation and air conditioning and enhanced security.
40080222
10114420
PM: Bruno
5/7/2026
161
A&E
Receive revised drawings and permits, start receiving quotes for finishes, issuing PO's, start installing finishes.
1
2
Notes:demo complete in lobby restrooms
Last Qtr
Next Qtr
All punch list items complete except for 1. Working on design and cost for lobby restroom remodel, architect is revising the drawings for perm
Unique Schedule Impacts:Temporarily relocating existing security desk and routing staff and visitor entrance to the ground floor during construction
Offer visitors and Commissioners secure 1st floor access for Board meetings during construction
PreDesign Design Contracts/Bidding Construction Closeout
Schedule Breakdown
May 2024 - Jan 2025 Jan 2025 - May 2025 July 2025 - Jan 2026 Jan 2026 - Jan 2027
Total Future Funding $0 Project Total $462,891
Future Funding Source 2 Owner Reserves
Future Funding Source 3 Project Contingency $0
Construction Contingency $34,990
Future Funding Source 1 D/C Subtotal $462,891
Total Revenue $574,167 Furniture/Fixed Equipment $0
Funding Source 2 UC FRR $183,118 Design $38,261
Funding Source 3 UC Capital MC $289,552 Construction $389,640
Budget Revenue Budget Breakdown
Funding Source 1 UC OC $101,497 Current Phase
Building Size
95.0%0 Wks Lag 01.30.2026 13%87%0
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Assa Abloy Equimpent Provider
Closeout/Warranty UC Public Communications
Project Budget Project Partners
$574,167 Gensler
Heartland Contracting General Contractor
Project Name Project Description Capital Account
UC Government Center
First Floor Finishes and
Lobby Renovation
Project scope consists of renovating the Government Center's main entrance and lobby to offer a well
organized entrance and exit scheme to better serve employees and the public, and includes security
enhancements within a new security desk, visitor management system and the addition of security tunstiles.
Adjacent spaces, the main corridor, commissioners conference room, kitchenette and board room will
receive new wall and flooring finishes.
40080131, 40080069
and 40080190
PM: Simpson
05.07.2026
162
1
2
Notes:
Last Qtr Generator arrived to the contractor on 03/26/2026, Hinson Electric has started installing the MDP, ATS and running conduit
Next Qtr Continue construction, test generator, ATS, and MTS
Unique Schedule Impacts:
PreDesign Design Contracts/Bidding Construction Closeout
Schedule Breakdown
4/24/2025 - 6/12/2025 6/19/2025 - 8/29/2025 9/1/25 - 1/21/2026 1/27/2026 - 8/8/2026 8/9/2026 - 8/9/2027
Future Funding Source 3 Project Contingency
Total Future Funding $0 Project Total $510,800
Future Funding Source 1 D/C Subtotal $510,800
Future Funding Source 2 Owner Reserves
Total Revenue $525,000 Furniture/Fixed Equipment
Construction Contingency $43,800
Funding Source 2 Design $29,000
Funding Source 3 Construction $438,000
Budget Revenue Budget Breakdown
Funding Source 1 UC Capital Funds $525,000 Current Phase
Building Size
40.0%Lead 4 weeks 8/8/2026 92%5%
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase
Construction
Project Budget Project Partners
$525,000 Progressive AE Electrical Engineer/Designer 05/06/2026
Hinson Electric Electrical Contractor
Project Name Project Description Capital Account
Progress Generator Add an emergency generator to power the building in the event of normal power loss 40080209
PM: Simpson
163
Union County Sheriff's Department
1
2
Project Budget Project Partners
$675,000
Project Name Project Description Capital Account
Union County Sheriff's
Office Fuel Station
The project scope of work includes providing a 12,000-gallon fuel tank, dispensing system, and associated
equipment. A three-sided enclosure will be constructed to conceal the fuel tank. The fuel management
system will integrate with Union County’s existing fuel management system. Other accessory work includes
replacing a section of asphalt with concrete, installing speed bumps to assist spill containment and traffic
calming, and installing a security camera for area surveillance.
40080210
PM: Mangum
10.02.2025
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase
Design/Construction Documents
Budget Revenue Budget Breakdown
Funding Source 1 UC MC $675,000 Current Phase
Building Size
20.0%0 Wks Lag 1/1/2026 1%1%12,000 gal
Total Revenue $675,000 Furniture/Fixed Equipment $0
Construction Contingency $33,868
Funding Source 2 Design $12,000
Funding Source 3 Construction $391,067
Future Funding Source 1 D/C Subtotal $436,935
Future Funding Source 2 Owner Reserves
Future Funding Source 3 Project Contingency $0
Total Future Funding $0 Project Total $436,935
Schedule Breakdown
1/1/2024 -3/1/2024 3/1/2024 - 8/31/2024 10/1/2024- 12/1/2024 10/1/2024- 12/1/2024 1/1/2026 - 3/1/2026
Unique Schedule Impacts:Contract Cancel due to bid contention an abnormality
Currently Manuals are in contract review and BOCC agenda meeting for May 18
PreDesign Design Contracts/Bidding Construction Closeout
Notes:
Last Qtr Reducing scope with engineer /firm, Working on bidding process (Contract Book, Bid requirments)
Next Qtr Receiving signed porject manuals and schedule project
164
1
2
Notes:Consensus is needed from UC and the City of Fairview regarding access to the back of the property.
City of Fairview will pay utility bills.
Last Qtr Permit approved. Bidding process completed and rejected.
Next Qtr Rebid project, Award construction contract.
Unique Schedule Impacts:Evaluation of specification compliance on bid submissions.
PreDesign Design Contracts/Bidding Construction Closeout
Schedule Breakdown
6/13/2024 - 1/29/2025 2/10/2025 - 1/30/2026 4/14/2026 - 8/14/2026 9/01/2026 - 8/20/2027 8/20/2027 - 8/20/2028
Future Funding Source 3 Project Contingency $0
Total Future Funding $0 Project Total $2,023,830
Future Funding Source 1 D/C Subtotal $2,023,830
Future Funding Source 2 Owner Reserves
Total Revenue $2,000,000 Furniture/Fixed Equipment $0
Construction Contingency $0
Funding Source 2 UC Facilites Capital $600,000 Design $123,830
Funding Source 3 Construction $1,900,000
Budget Revenue Budget Breakdown
Funding Source 1 UC MC $1,400,000 Current Phase
Building Size
20.0%6 Wks Lag 8/20/2027 2%9%1,120 gsf
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Progressive AE Architect
Design/Construction Documents
Project Budget Project Partners
$2,000,000 City of Fairview
Fairview Fire Station
Project Name Project Description Capital Account
UC Fairview Fire Training
Facility
Design and construct a facility to support variable training exercises practiced by the fire department, some of
these training exercises are designed specifically for repeated Class “A” Fueled Live Fire Training, include an
SCBA Reconfigurable Maze System allowing the interior floor space to be reconfigured to support various
interior fire attack scenarios. The work shall be completed in two phases, includes coordinating with Union
County Facilities Department for access, delivery, and installation.
40080176
PM: Soto
10.02.2025
165
1
2
Project Budget Project Partners
$225,000 Gensler Architect 05/06/2026
REI Engineers Roof Design Consultant
Project Name Project Description Capital Account
Progress Administrative
Building Reroof
Project includes reroofing Progress Administrative Building. The existing roof area is approximately 15,000
square feet of stone ballast EPDM roof system and will be replaced with a 2-ply modified bituminus roof system.
40080069
PM: Simpson
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Dry Tech Roofing Contractor
Construction
Progress to Completion Budget Breakdown
Funding Source 1 UC Capital Funds $225,000 Current Phase
Roof Size
30.0%lead 07.01.2026 8%8%15,000 sf
Total Revenue $225,000 Furniture/Fixed Equipment
Construction Contingency $9,903
Funding Source 2 Design $34,317
Funding Source 3 Construction $99,502
Future Funding Source 1 D/C Subtotal $143,722
Future Funding Source 2 Owner Reserves
Future Funding Source 3 Project Contingency
Total Future Funding $0 Project Total $143,722
Schedule Breakdown
04.30.2025-06.15.2025 06.15.2025-08.15.2025 08.15.2025-4.10.2026 05.22.2026 - 07.01.2026 07.02.2026 - 07.02.2027
Unique Schedule Impacts:
PreDesign Design Contracts/Bidding Construction Closeout
Notes:
Last Qtr REI requested revisions to the submittals from Dry Tech, submittals are still under review, expecting to start construction on 5/22/26
Next Qtr Start construction
166
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-350 Agenda Date:6/16/2026
TITLE:..title
Drought Status - Update
INFORMATION CONTACT:
Aubrey Lofton, UC Water - Planning & Resource Management, Director, 704-296-4241
ACTION REQUESTED:
None.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Water is closely following the current drought. Union County Water declared Stage 2
Drought Restrictions on May 15 to comply with the Catawba-Wateree Drought Management Advisory
Group’s status change based on the Low Inflow Protocol triggers. Attached are the updated Low
Inflow Protocol triggers as of June 1, 2026 and the US Drought Monitor as of June 4, 2026.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 6/1/2026Page 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 #:26-336 Agenda Date:6/16/2026
TITLE:..title
Consider Amendment to Conveyance of County Owned Property in Union County Industrial Park
(Project Canopy)
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
1) Adopt the Resolution for the Conveyance of County Property to McGee Corporation for Economic
Development Pursuant to N.C.G.S. §158-7.1; and 2) Authorize the County Manager to i) negotiate
and execute any documentation and agreement substantially consistent with this agenda item and
necessary to effectuate such sale, ii) exercise any extension term options set forth in the Agreement,
and iii) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager’s discretion.
PRIOR BOARD ACTIONS:
1) October 20, 2025, Regular Meeting, Agenda Item #25-624 - Public Hearing Conducted for
consideration of Step 4 Economic Development Incentive Grant to McGee Corporation
2) October 20, 2025, Regular Meeting, Agenda Item #25-626 - Step 4 Economic Development
Incentive Grant was awarded to McGee Corporation in an amount-not-to-exceed $696,00 paid over a
5-year period beginning in FY 2028
3) December 8, 2025, Regular Meeting, Agenda Item #25-748 - Public Hearing Conducted on
conveyance of real property
4) December 8, 2025, Regular Meeting, Agenda Item #25-749 - Consideration of conveyance of
county owned property
BACKGROUND:
The Union County Economic Development Department started conversations with McGee
Corporation under codename Project Canopy in late 2024 about the potential relocation of their
manufacturing operation from Stallings, North Carolina, to a 60.97-acre parcel located off Goldmine
Road. The company originally submitted an offer of $4,267,900, being $70,000 per acre. The land
sought by the company was previously acquired by Union County for an industrial park or to be held
for resale for industrial or commercial use, for an industrial or commercial project, pursuant to G.S.
158-7.1(the specific parcel considered for sale is Union County Tax Parcel #09372003D).
McGee Corporation’s purchase of this land is in concert with the County’s economic development
objectives, which are the stimulation of the local economy, growth of the tax base, promotion of
business, and creation of job opportunities within Union County. The original Real Estate Purchase
and Sale Agreement was signed on January 20, 2026, for the purchase price of $4,267,900.
Union County, NC Printed on 6/1/2026Page 1 of 2
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File #:26-336 Agenda Date:6/16/2026
However, it was discovered that there exist certain conditions on approximately 2.5 acres of the
property, including encroachments as well as wetlands, which have decreased the fair market value
of the property and need to be addressed prior to the closing date. The price per acre has been
reduced only on the affected 2.5 acres of the property. The purchase consideration is now
$4,136,650.00 in cash, subject to all easements, right of ways, encroachments, and other restrictions
of record, and to account of any property conditions. The Board of Commissioners has determined
that the property subject to conveyance has a fair market value of $4,136,650.00.
The land will be used for an industrial project with an approximate investment of $40,000,000 and the
creation of 35 new jobs with a probable hourly wage of $30.28 per hour for employees on the
property. McGee Corporation intends to build a new 366,000 square-foot manufacturing facility on the
property which will serve as its headquarters for design, sales, manufacturing, and distribution. This
sale is made pursuant to private negotiation under G.S. 158-7.1.
FINANCIAL IMPACT:
Union County would receive $4,136,650.00 in cash in exchange for the land. The project would also
bring a prospective $40,000,000 in new capital investment and at least 35 new jobs earning a
probable wage of $30.28 per hour into Union County.
Union County, NC Printed on 6/1/2026Page 2 of 2
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RESOLUTION FOR THE CONVEYANCE OF COUNTY PROPERTY TO
MCGEE CORPORATION FOR ECONOMIC DEVELOPMENT PURSUANT TO
N.C.G.S. § 158-7.1 WHEREAS, Union County owns approximately 89 acres of property off of Goldmine Road, near the intersection of Goldmine Road and Price Short Cut Road, in Union County, as such property may be more particularly referenced as Union County Tax Parcel #09372003D (the “Original Property”); and WHEREAS, the Original Property was previously acquired by Union County for an industrial park or to be held for resale for industrial or commercial use, pursuant to N.C.G.S. § 158-7.1; and WHEREAS, N.C.G.S. § 158-7.1 authorizes a county to convey real property by private negotiation and sale property acquired for an industrial park or held for resale for industrial or commercial use; and WHEREAS, the McGee Corporation, their subsidiary or affiliated entity, (collectively “McGee”) desires to purchase 60.97 acres of the Original Property, as such parcel is shown as Lot 2 on the attached Exhibit A (the “Property”), for industrial or commercial use, including the construction of an approximate 366,000 square foot manufacturing facility, and the purchase and installation of new production equipment; and WHEREAS, McGee’s purchase of this land is in concert with the County’s economic development objectives, which are the stimulation of the local economy, growth of the tax base, promotion of business, and creation of job opportunities within Union County; and WHEREAS, a public hearing was held on June 16, 2026, to consider whether to approve the conveyance of the Property to McGee; and WHEREAS, this Resolution supersedes and replaces the prior resolution adopted December 8, 2025; and WHEREAS, the Board of Commissioners deems it wise to convey the Property to McGee by private negotiation and sale, for the consideration noted herein, pursuant to authority set forth in N.C.G.S. § 158-7.1, along with all other applicable law. NOW, THEREFORE, the Union County Board of Commissioners resolves as follows: 1. The Board of Commissioners hereby authorizes the sale of the Property by private negotiation and sale to the McGee Corporation, their subsidiary or
170
affiliated entity, for the sum of Four Million One Hundred Thirty-Six Thousand Six Hundred and Fifty and 00/100 Dollars ($4,136,650.00). 2. The Property will be used for an industrial project and will stimulate the local economy, promote business, and result in a prospective $40,000,000 in new capital investment, and the creation of thirty-five (35) new jobs with a probable hourly wage of $30.28 per hour for employees at the Property. 3. The fair market value of the interest to be conveyed is Four Million One Hundred Thirty-Six Thousand Six Hundred and Fifty and 00/100 Dollars ($4,136,650.00), subject to all easements, right of ways, and other restrictions of record. 4. The County Manager, or his designee, is authorized to execute any and all documents necessary to convey the Property to McGee, including execution of any amendments to, and ratifications of, previous agreements and documents related to this transaction. Adopted this the 16th day of June, 2026. ATTEST: _______________________________ ______________________________________ Lynn G. West, Clerk to the Board Chair Union County Board of Commissioners
171
172
173
174
AMENDMENT TO
REAL ESTATE PURCHASE AND SALE AGREEMENT
This Amendment to the Real Estate Purchase and Sale Agreement (“Amendment’) is
entered into by and between UNION COUNTY, a political subdivision of the State of North
Carolina (“Seller”), and MCGEE CORPORATION (“Buyer”) with reference to the following
facts:
A. On January 20, 2026, Buyer and Seller entered into a Real Estate Purchase and Sale
Agreement (“Agreement”) relating to the sale of certain property described therein; and
B. Buyer and Seller desire to amend the Agreement in the manner set forth below.
Wherefore, for valuable consideration, the receipt and sufficiency of which are hereby
acknowledged, Buyer and Seller agree as follows:
1. All defined terms and phrases in the Agreement shall have the same meaning in
this Amendment unless otherwise noted.
2. Notwithstanding any provision in the Agreement to the contrary, the Buyer and
Seller agree to modify the Purchase Price from Four Million Two Hundred Sixty-Seven Thousand
Nine Hundred and 00/100 Dollars ($4,267,900.00) to Four Million One Hundred Thirty-Six
Thousand Six Hundred Fifty and 00/100 ($4,136,650.00).
3. Section 2.5.3 of the Agreement acknowledges the existence of encroachments
shown on the Exhibit Map and further states Seller will remove or otherwise remedy such
encroachments prior to Closing. The parties agree that the reduction in the Purchase Price will
function as a remedy to existence of the encroachments seen on the Exhibit Map. Further, the
Property will be sold subject to the encroachments seen on the Exhibit Map, and the Seller shall
have no further responsibility or liability for such encroachments.
4. This Amendment may be executed in counterparts and delivered by way of
facsimile, email or Docusign.
5. Except as expressly modified herein, the Agreement shall remain unchanged and
in full force and effect.
NO FURTHER TEXT APPEARS ON THIS PAGE
175
IN WITNESS WHEREOF, the parties have executed this Amendment as of the last date
of execution below.
BUYER:
MCGEE CORPORATION
By:______________________________________
Name:___________________________________
Its:______________________________________
Date: ____________________________________
SELLER:
UNION COUNTY
By:______________________________________
Name:___________________________________
Its:______________________________________
Date: ____________________________________
176
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-338 Agenda Date:6/16/2026
TITLE:..title
2025 Critical Intersection Program Design and Cost Estimation Study Approval
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690
ACTION REQUESTED:
Approve recommended designs for five intersections in study.
PRIOR BOARD ACTIONS:
1) October 21, 2024, Regular Meeting, Agenda Item #24-644 - Authorized staff to apply for CRTPO
grant
2) June 2, 2025, Regular Meeting, Agenda Item #25-329 - Authorized interlocal agreements with
participating municipalities
BACKGROUND:
Union County, in partnership with Indian Trail, Monroe, Unionville and Wesley Chapel, has completed
the design and cost estimation work for five intersections identified in the 2023 Critical Intersection
Analysis. The intersections are:
·Unionville- Indian Trail Road at Unionville Brief and East CJ Thomas (Unionville)
·Lancaster and Bragg (Monroe)
·New Town and Lester Davis (Wesley Chapel)
·Old Charlotte and Hayes/Faircroft (Indian Trail)
·NC 84 and Willoughby
The County, municipalities, NCDOT, and CRTPO met from October 2025 through May 2026 to
analyze conditions, evaluate options, develop designs, engage the public, and identify a
recommended design and cost. The public was consulted in March with virtual community meetings
and online survey.
The four municipalities have approved the designs within their boundaries. The intersection of NC 84
and Willoughby is the only intersection in unincorporated Union County.
Approval does not commit Union County to funding the recommended improvements. The designs
and cost estimates may be used by the County, municipalities, and NCDOT in future grant
applications for implementation.
FINANCIAL IMPACT:
Union County, NC Printed on 6/1/2026Page 1 of 2
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File #:26-338 Agenda Date:6/16/2026
None.
Union County, NC Printed on 6/1/2026Page 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 #:26-337 Agenda Date:6/16/2026
TITLE:..title
Proclamation - America 250 Month
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
Adopt Proclamation recognizing July 2026 as America 250 Month in Union County.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On July 4, 2026, our nation will celebrate the 250th anniversary of this historic event, known
nationwide as “America 250.” This proclamation recognizes the 250th anniversary of the signing of
the Declaration of Independence on July 4, 1776, and encourages residents to reflect on the nation's
founding principles of liberty, equality, and democracy. It also highlights Union County's contributions
to the history of North Carolina and the United States, while encouraging participation in local
commemorative events and activities that honor our shared history, promote civic engagement, and
foster community pride and unity.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 6/1/2026Page 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 #:26-341 Agenda Date:6/16/2026
TITLE:..title
Appointments to Boards and Committees
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board, 704-283-3853
ACTION REQUESTED:
Appoint members
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Click or tap here to enter text.
FINANCIAL IMPACT:
None
Union County, NC Printed on 6/1/2026Page 1 of 1
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