Staff Review Draft Agenda Package 20-Jul-26Monday, July 20, 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 July 20, 2026
Closed Session
Opening of Meeting
Invocation
Pledge of Allegiance
Informal Comments
America 250 Art Contest26-275
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
Recognize Winners of the America 250 Art Contest.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The America 250 Student Art Contest is a countywide initiative designed
to engage Union County students in celebrating the theme “America the
Beautiful.” Inspired by the iconic song, the contest invited students in
grades K-12 to explore and visually interpret what makes America
meaningful to them, from sweeping national landscapes to local parks,
neighborhoods, and personal spaces within Union County . The contest
inspired creativity, civic pride and community connection while aligning
with broader America 250 commemorative efforts.
Submissions were collected from May 1 to June 1 at multiple County
locations, including libraries and government facilities, before being
reviewed by a panel of local artists selected by the Union County
Community Arts Council.
Ultimately, County residents voted on the finalists through our
engagement platform, Union County Engage . The nine “People’s Choice”
winners will be formally recognized in partnership with the Arts Council .
This presentation honors student achievement and demonstrates the
County’s commitment to community engagement, youth involvement and
creative expression as part of America 250.
Following recognition by the Board of County Commissioners, winning
artwork will be displayed in the Government Center lobby through August .
FINANCIAL IMPACT:
None.
Public Hearing(s)
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Board of Commissioners Meeting Agenda July 20, 2026
Public Hearing - Union County Jail 2026 Bond Referendum26-386
INFORMATION CONTACT:
John Buchanan, Finance, Assistant Finance Director, 704-283-3523;
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Conduct Public Hearing for Union County Jail 2026 Bond Referendum .
PRIOR BOARD ACTIONS:
1) June 16, 2026, Regular Meeting, Agenda Item #26-329 - The Board
Introduced Bond Order Authorizing the Issuance $200,000,000 General
Obligation Jail Bonds of the County of Union, North Carolina and Adopted
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.
2) 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.
3) 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 .
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
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Board of Commissioners Meeting Agenda July 20, 2026
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.
Text Amendment to Sections 25.010 Table of Allowed Uses, Section
25.020-I, Other Use Category, 30.210 Data Centers, and 30.220
Cryptomining Operations of the Union County Development
Ordinance
26-412
INFORMATION CONTACT:
Lee Jenson, Planning Department, Director, 704-283-3564
ACTION REQUESTED:
Conduct public hearing.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These proposed text amendments deal with the emerging technology of
data centers and cryptomining operations . These text amendments define
the uses, restrict where the uses may operate, and place supplemental
requirements on the uses . The Land Use Board reviewed these
amendments at their regular June meeting and unanimously
recommended approval.
FINANCIAL IMPACT:
None.
Consent Agenda
Resolution to Convey Law Enforcement Canine “Maverick”26-390
INFORMATION CONTACT:
Dorothy Thomas, Public Safety Finance Administrator, Union County
Sheriff’s Office, 704-283-3578
ACTION REQUESTED:
Adopt Resolution Authorizing Conveyance of retired Union Cunty Sheriff ’s
Office Canine, “Maverick” in accordance with N .C.G.S. 160A-267
PRIOR BOARD ACTIONS:
None
BACKGROUND:
The Union County Sheriff ’s Office has officially retired canine “Maverick,”
a 6-year-old white English Labrador Retriever . “Maverick” served the
Sheriff’s Office for five years, assigned to the School Safety Division . His
training includes article searches, narcotics detection, and tracking .
Beyond his operational duties, “Maverick” was widely recognized for his
community engagement . Alongside his handler, Deputy J. Dye, he
regularly participated in school visits and community events,
strengthening relationships between the Sheriff ’s Office and the public.
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Board of Commissioners Meeting Agenda July 20, 2026
Because “Maverick” is a highly trained working canine-not a typical
household pet-the Sheriff’s Office must ensure he is placed in a home
capable of managing his specialized training and behaviors . The most
appropriate and responsible placement is with his handler, Deputy J . Dye,
who has worked with him throughout his service .
FINANCIAL IMPACT:
Financial Impact Revenue of $1.00
Grant Application - COPS Office FY26 Technology and Equipment
Program: Rapid DNA Instrumentation
26-391
INFORMATION CONTACT:
Dorothy Thomas, Sheriff ’s Office, Public Safety Finance Administrator,
704-283-3578
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 .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Sheriff ’s Office has been selected to receive a grant
award from the U.S. Department of Justice, Office of Community Oriented
Policing Services (COPS Office). This award provides 100% funding for
the purchase of Rapid DNA Instrumentation for use within the Union
County Sheriff’s Office Crime Lab. No County match is required.
The Sheriff’s Office will acquire a Rapid DNA system capable of
producing a DNA profile in approximately 90 minutes, a significant
improvement over current turnaround times at the North Carolina State
Bureau of Investigation (SBI) Crime Lab, which continues to experience
substantial backlogs. This technology, developed and approved under
FBI guidance, is increasingly used by law enforcement agencies
nationwide to support timely and accurate investigative decisions .
Rapid DNA instrumentation will be made available to law enforcement
agencies within Union County’s jurisdiction. The system will enhance
investigative capabilities by enabling quicker suspect identification,
improving case clearance rates, and reducing reliance on overburdened
state laboratory resources . Agencies across the country have
demonstrated that Rapid DNA technology improves public safety
outcomes, conserves investigative resources, assists in the apprehension
of offenders, and helps exonerate individuals wrongly accused .
The adoption of Rapid DNA technology will directly benefit Union County
residents. Crime affects individuals from all backgrounds, and the ability
to rapidly process DNA evidence strengthens the Sheriff ’s Office’s ability
to protect victims, solve cases efficiently, and build community trust
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Board of Commissioners Meeting Agenda July 20, 2026
through forensic‑led investigations
The Rapid DNA Instrumentation grant is fully funded by the COPS Office,
with no financial obligation to Union County .
FINANCIAL IMPACT:
None. The cost associated with the grant will be $861,000 with 100%
funded by the federal grant (COPS Office).
Grant Application - DOJ FY26 Bridging Immigration‑Related Deficits
Experienced Nationwide (“BIDEN”) Program
26-421
INFORMATION CONTACT:
Dorothy Thomas, Sheriff ’s Office, Public Safety Finance Administrator,
704-283-3578
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application
for the DOJ FY26 BIDEN Program and to make all necessary
assurances, certifications, and documentation required for submission in
Grants.gov and JustGrants, as substantially consistent with this agenda
item.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The U.S. Department of Justice has released the FY 2026 Bridging
Immigration‑Related Deficits Experienced Nationwide (“BIDEN”) Program,
a federal funding opportunity designed to support state and local
governments in addressing criminal justice impacts associated with
criminal illegal alien activity, drug trafficking networks, human trafficking
operations, and transnational criminal organizations . The BIDEN
Program, authorized under the BIDEN Reimbursement Fund (34 U.S.C. §
61101), provides funding across three categories : Hiring of sworn and
non‑sworn personnel, Technology and equipment, Construction or
renovation of temporary detention facilities
Eligible applicants must maintain or commit to entering a 287(g)
partnership and must participate in Homeland Security Task Force
(HSTF) operations or major DOJ enforcement efforts . The Union County
Sheriff’s Office meets these eligibility requirements .
The Sheriff’s Office intends to apply under Category 2: Technology and
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Board of Commissioners Meeting Agenda July 20, 2026
Equipment to strengthen investigative, detention, transportation, and
enforcement capabilities related to criminal illegal alien activity and
trafficking operations. Funding may support multi ‑year implementation,
subscriptions, training, and maintenance of advanced technology and
equipment that directly enhances operational capacity .
This grant opportunity is 100% federally funded and does not require a
County match. Applications must be submitted first through Grants .gov
(SF‑424) and then through JustGrants, with Round 1 deadlines of July 15,
2026 (Grants.gov) and July 17, 2026 (JustGrants). Additional rounds will
follow until funds are exhausted .
If awarded, the Sheriff ’s Office will return to the Board with any required
budget amendments or acceptance actions .
FINANCIAL IMPACT:
The BIDEN Program provides 100% federal funding. Any award amount
will be determined by DOJ following review of the application .
Contract - 821 Zone 16-inch Transmission Main on Old Providence
Road
26-364
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
with Ardurra Group North Carolina substantially consistent with this
agenda item, 2) exercise any renewal or extension term options set forth
in the Agreement, and 3) terminate the Agreement if deemed in the best
interest of the County, each in the County Manager's discretion .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Water Capital Improvement Program (CIP) includes an
allocation for the design and construction of critical water supply and
water transmission projects as outlined in the 2025 Water and
Wastewater Master Plan. The 821 Zone Water Transmission Main on Old
Providence Road project includes the design and construction of
approximately 3,900 linear feet of 16-inch diameter water main along Old
Providence Road between Highway 75 and Waxhaw Farms Road to
provide adequate fire flow and improve pressure in the 821 Pressure
Zone.
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Board of Commissioners Meeting Agenda July 20, 2026
Ardurra Group North Carolina has been selected to provide engineering
services for Task Order 8678-07: 821 Zone 16-inch Transmission Main
on Old Providence Road. Ardurra Group North Carolina was chosen from
a list of vendors previously selected from RFQ 2024-021 - Engineering
Services for Water and Wastewater System Improvements to provide
these services for Union County Projects .
FINANCIAL IMPACT:
The total cost of the Task Order 8678-07 with Ardurra Group North
Carolina is $304,300.00. Sufficient funds are available within the adopted
capital account 60184131 - 821 Zone Providence Road BPS Supply.
Contract - Forest Park Gravity Sewer and Force Main Replacement
Design
26-365
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
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:
July 14, 2025, Regular Meeting, Agenda Item # 25-436 - Approved
Contract - Forest Park Pump Station Expansion - Force Main and Pump
Station Evaluation - Task Order 8686-05.
BACKGROUND:
The Union County Water Capital Improvement Program (CIP) includes an
allocation for the design and construction of upgrades to the Forest Park
Pump Station and Force Main as identified in the 2025 Master Plan. The
previously approved evaluation confirmed sizing requirements for the
pump station, force main, and gravity sewer to increase the system peak
capacity to 2.4 million gallons per day as recommended in the 2025
Master Plan. This task order provides design, permitting, and bidding
services for the project upgrades consisting of approximately 2,200 linear
feet of 12-inch gravity sewer and 4,000 linear feet of 12-inch sewer force
main.
CDM Smith has been selected to provide engineering services for Task
Order 8686-08 Forest Park - Gravity Sewer and Force Main Replacement
Design. CDM Smith was chosen from a list of vendors previously selected
from RFQ 2024-021 - Engineering Services for Water and Wastewater
System Improvements to provide these services for Union County
Projects.
FINANCIAL IMPACT:
The total cost of the Task Order 8686-08 with CDM Smith is $644,640.00.
Sufficient funds are available in Capital Account Program 60185082 -
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Board of Commissioners Meeting Agenda July 20, 2026
Forest Park Pump Station, Force Main & Interceptor Improvements .
Contract - Union County Water Customer Information System
Replacement
26-400
INFORMATION CONTACT:
Amy McCaskill, Union County Water, Business Operations Director,
704-283-3508
ACTION REQUESTED:
1)Authorize the County Manager to 1) negotiate and execute an
agreement with Berry, Dunn, McNeil & Parker, LLC (BerryDunn)
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 .
2)Authorize the County Manager to 1) negotiate and execute an
agreement with SpryPoint Services, Inc. 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:
1)December 2, 2024, Regular Meeting Agenda Item #24-791 -
Approved BerryDunn contract for program managements services
for the Customer Information System Replacement project .
BACKGROUND:
The Customer Information System (CIS) is a software application that
acts as a central hub to manage all customer-related data, including
billing, account details, usage information, payments, and service orders .
Union County Water’s (UCW) existing CIS, Harris NorthStar (NorthStar),
has been utilized for approximately twenty years and is obsolete and not
capable of meeting UCW ’s current or future needs . UCW is implementing
a complete replacement with new CIS software that will be used by all
UCW departments in the day-to-day management of the utility.
The Procurement Department partnered with UCW to issue a Request for
Proposals 2026-008 Customer Information System Replacement Project
to select the CIS software vendor. On November 4, 2025, seventeen
proposals were received and reviewed by an evaluation team in
accordance with applicable evaluation criteria for this project . The top
ranked three firms/vendors were invited to shortlist
interview/presentations. As a result, the team requests approval to enter
into a contract with the top scoring /ranked preferred offeror, SpryPoint
Services, Inc., to provide CIS software services . This contract has an
initial term of five years with two, five (5) year renewal options at the sole
discretion of the County and is subject to annual budget appropriation .
To support the implementation of the project, program management
services are required to ensure the project meets the requirements set
forth in the software vendor RFP . BerryDunn was previously selected for
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Board of Commissioners Meeting Agenda July 20, 2026
RFP 2024-077 - Program Management Services for Customer
Information System Replacement Project to provide these services for
this project.
FINANCIAL IMPACT:
1)The CIS program management cost for this service provided by
BerryDunn is $TBD. Sufficient funds were allocated in the FY 2027
Budget to cover cost associated with this contract agreement .
2)The CIS software implementation cost for this service provided by
SpryPoint Services, Inc. is $TBD. Sufficient funds were allocated in
the FY2027 Budget to cover cost associated with this contract
agreement.
3)The CIS software annual cost for this service provided by
SpryPoint Services, Inc. is $TBD. Since this contract contains an
initial term of five years, a total of $TBD will be spent for the initial
five year term. Funding is available in the adopted FY 2027 budget
appropriation with future expenditures subject to annual BOCC
budget appropriation .
City of Monroe request to provide water and sewer service26-422
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Approve the request from the City of Monroe to provide water and sewer
service to Parcel 09174012B and 09174006L (to be combined) located at
2830 Concord Hwy.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
City of Monroe recently received a request for outside city service located
at 2830 Concord Hwy (see attached supporting documentation). Parcel
09147012B and 09174006L are to be combined and are requesting water
and sewer to serve the proposed gas station on this property. (2830
Concord Hwy currently has water service with the City of Monroe.)
Union County does not have sanitary sewer in the area to serve the
property.
The City of Monroe has indicated that they are prepared to serve the
property with water and sewer, as outside City customers, if approval is
granted from Union County. Our water and sewer service agreement with
the City of Monroe prohibits the City from providing service outside the
City limits without the expressed, written approval of the Board of County
Commissioners.
Union County Water has no objection to the City providing water and
sewer service to this property.
FINANCIAL IMPACT:
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Board of Commissioners Meeting Agenda July 20, 2026
None
Resolution - Conveyance of Surplus Vehicle26-392
INFORMATION CONTACT:
Jon Williams, Emergency Services, Fire Marshal, 704-296-4296
ACTION REQUESTED:
Adopt Resolution Authorizing Conveyance of Certain Union County
Surplus Property to New Salem Volunteer Fire Department .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
New Salem Volunteer Fire Department has requested vehicle 55-14, a
2014 Ford F-150 that was assigned to the Fire Marshal ’s Office. The Fire
Marshal’s Office has replaced the vehicle, and it is no longer in service .
New Salem Volunteer Fire Department will use the vehicle to transport
command staff for administrative tasks, training and emergency
response. It would also be used to transport equipment to and from
training and to tow their multiple response trailers .
FINANCIAL IMPACT:
None.
Grant Application - North Carolina 911 Board Grant26-394
INFORMATION CONTACT:
Caleb Brackett, Emergency Communication, Director, 704-283-3790
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 Union County Emergency Communications Center is the primary
9-1-1 Public Safety Answering Point (PSAP) for Union County . The 911
Center receives all requests for assistance in emergency and
non-emergency situations and notifies or dispatches the proper
agency/agencies.
The North Carolina 911 Board provides operating funds to all the PSAPs
in the state. They have a grant cycle for PSAPs to request additional
funding for projects that align with the board ’s funding priorities. One of
the funding priorities for the FY 2027 grant cycle is the replacement of
end-of-life equipment required for operation of the PSAP .
Union County currently has critical infrastructure that has been deemed
end-of-life by the manufacturer. The equipment replacement cost is
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Board of Commissioners Meeting Agenda July 20, 2026
partially covered by the 911 Board’s annual funding distribution, and the
grant request would cover the remaining cost .
FINANCIAL IMPACT:
The grant request is for approximately $812,000. There is no match
required for this grant.
Union County Transportation Procedures Manual26-395
INFORMATION CONTACT:
Theresa Torres, Human Services Agency - Transportation Department,
Director, 704-283-3598
ACTION REQUESTED:
Adopt the Union County Transportation Procedures Manual as presented .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Transportation (UCT) must comply with multiple regulations
to receive Federal and State funding . The North Carolina Department of
Transportation and the Federal Transit Administration audit the
Transportation Department, including reviewing the policies and
procedures maintained.
Due to the business's ever-changing nature, the Department of
Transportation must constantly tweak the UCT Procedures Manual to
ensure that it remains compliant and relevant .
Updates have been to the following sections :
·Section 1, Subsection: Driver Advisory Board
·Section 4, Subsection: Essential Driver Behaviors
·Section 5, Subsection: Vehicle Fueling and Records Management
·Appendices:
o A - UCT Rider’s Guide
o C - Cash Handling Procedures
o D - UCT Comment form
o W - Customer Survey
FINANCIAL IMPACT:
None. However, if the manual is not approved, the County ’s
Transportation system may potentially be in noncompliance with the FTA,
which could result in financial penalties in upcoming Federal and State
grant funding.
Grant Application - Transportation FY2027 ConCPT Grant
Application
26-396
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
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Board of Commissioners Meeting Agenda July 20, 2026
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 purpose of the ConCPT funding's coordination portion (CO) is to
enhance coordination among NCDOT IMD grantees . Funding will be
provided for coordination activities in which two or more public
transportation grantees (including community colleges or universities)
agree to establish formal relationships to maximize resources, achieve
efficiencies, and improve access to public transportation . The primary
goal of this ConCPT funding is to establish formal relationships between
the participants for long-distance routes .
This funding will be used for both operating and capital expenses to cover
coordination services with Anson County Transportation and CATS 74X.
It will also be used to cover the cost of replacement tablets for our
vehicles and a new Operations, Administrative, and Safety Management
System that will replace the current Access system (HUB) used by
transportation today.
FINANCIAL IMPACT:
A total of $266,000 in grant funds (if approved as submitted), which
includes 100% of State share and a Local match of 0%.
Contract - Daymark Recovery Services, Inc.26-398
INFORMATION CONTACT:
Janet Payne, Human Services Agency, Administrator, 704-296-4349
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
with Daymark Recovery Services, Inc. in the amount of $714,850.00, 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 at the County Manager's discretion .
PRIOR BOARD ACTIONS:
1) September 3, 2019, Regular Meeting, Agenda Item # 3 - Approval of
original contract
2) June 15, 2020, Regular Meeting, Agenda Item # 12 - Approval of 1st
Amendment
3) August 16, 2021, Regular Meeting, Agenda Item # 15 - Approval of
2nd Amendment
4) September 19, 2022, Regular Meeting, Agenda Item # 22-660 -
Approval of 3rd Amendment
5) August 14, 2023, Regular Meeting, Agenda Item # 23-528 - Approval
of 4th Amendment
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6) June 17, 2024, Regular Meeting, Agenda Item # 24-425 - Approval of
New Contract #8989
BACKGROUND:
As part of a continued effort to ensure that the funding allocated for
behavioral health services in Union County is directed to areas of priority,
County staff have worked with Daymark Recovery Solutions, Inc . to
establish a direct contract relationship . For many years, Union County
has provided funding for local behavioral health services to community
service providers. This new agreement, amounting to $714,850.00, with
$60,000.00 coming directly from ABC taxes and the rest from County
funds, will provide more direct oversight by the County to ensure that the
locally allocated funds are managed as desired . Additionally, it will offer
greater flexibility in addressing any issues that may arise, thus enhancing
the effectiveness and responsiveness of the services provided .
FINANCIAL IMPACT:
Funding for this contract is included in the FY 2025 Proposed Operating &
Capital Budget and is pending adoption by the Board of County
Commissioners.
Contract Amendment - FY2027 74X CATS Express Bus Service26-399
INFORMATION CONTACT:
Theresa Torres, Human Services Agency Transportation Division
Director, 704-283-3598
ACTION REQUESTED:
Authorize the County Manager to approve the Third Amendment to the
Union County Regional Transit Services Agreement between the City of
Charlotte and Union County.
PRIOR BOARD ACTIONS:
1) April 17, 2023, Regular Meeting, Agenda Item # 23-122 - Presentation
of 74 Express Bus Service Partnership Update- Action cancel service
2) June 19, 2023, Regular Meeting, Agenda Item #23-387 - Presentation
of 74 Express Bus Service Partnership Update-Action add back Indian
Trail stop
3) February 5, 2024, Regular Meeting Agenda Item #24-070 - FY2024-
Contract CATS Express Bus Service
4) July 15, 2024, Regular Meeting Agenda Item #24-476 - FY2025-
Contract CATS Express Bus Service
5) July 14, 2025, Regular Meeting Agenda Item #25-431 - FY2026 -
Contract CATS/MPTA Express Bus Service
BACKGROUND:
The Charlotte Area Transit System (CATS)/Metropolitan Public
Transportation Authority (MPTA) provides peak-hour weekday express
bus service from Indian Trail to uptown Charlotte, based on terms set
forth in a Regional Transit Services Agreement between the City of
Charlotte/Metropolitan Public Transportation Authority (MPTA) and Union
County. Prior to October 2023, the express bus included stops in both
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Board of Commissioners Meeting Agenda July 20, 2026
Monroe and Indian Trail . The service changed to include only stops in
Indian Trail starting October 1, 2023. This contract amendment is the
third of four potential one-year renewal extensions and will cover the
period from July 1, 2026, to June 30, 2027.
Union County is obligated under this contract to pay a portion of the
operating costs, including administrative expenses, which represent 50%
of the net cost of service after deducting fare revenue . Union County’s
third amendment FY2027 ($121,613) will be paid $20,889 by Indian Trail,
leaving $39,918 to be covered by budgeted County general funds, and
the remaining 50% to be covered by Federal Transit Administration (FTA)
Section 5307 urban transit grant funding.
FINANCIAL IMPACT:
A maximum of $121,613 in payments to CATS will be made . $20,889 will
be paid by Indian Trail, leaving $39,918 to be covered by FY2027
budgeted general funds, and $60,807 will be reimbursed through Section
5307 grant funds.
Budget Amendment - Funding to Build and Support Enhanced
Community-Based Health Care Delivery to Improve the Health and
Quality of Life for All North Carolinians
26-423
INFORMATION CONTACT:
Traci Colley, Human Services Agency - Department of Public Health,
Director, 704-296-4801
ACTION REQUESTED:
1) Recognize, receive, and appropriate $21,143.16 in Bringing Value
Home Innovation Funding from Community Care of North Carolina, Inc .
and 2) approve Budget Amendment #1.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Community Care of North Carolina, Inc. (CCNC) has awarded Union
County Public Health Bringing Value Home Innovation Funding, a
one-time grant in the amount of $21,143.16.
The purpose of this grant is to assist practices in identifying and executing
plans that support CCNC’s charitable mission to build and support
enhanced community-based health care delivery systems to improve the
health and quality of life for all North Carolinians . To remain consistent
with this mission and CCNC’s tax-exempt status, acceptable uses for
these funds include but are not limited to :
•Activities that support expanding access to care such as open
access scheduling
•Implementing practice-based solutions to reduce unnecessary
Emergency Department and Inpatient Utilization and improve timely
follow-up with patients after hospital utilization occurs
•Improving quality performance, particularly for targeted Medicaid
PHP Quality Measures
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Board of Commissioners Meeting Agenda July 20, 2026
•Employing new ways to engage unengaged patients
•Implementing Practice Innovations that align with CCNC ’s mission
Grant funds may not be used for lobbying or partisan political
activities.
FINANCIAL IMPACT:
The County is awarded $21,143.16 from Community Care of North
Carolina, Inc. No County match is requested or required .
Petition for Annexation and Rezoning26-404
INFORMATION CONTACT:
Patrick Niland, County Manager ’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Authorize the County Manager to 1) sign the petition of annexation into
the Town of Wingate and 2) sign and submit the application for rezoning .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County purchased approximately 38.35 acres of land in Wingate
for the purposes of economic development . Parcels 09012003C,
09-012-010B, and 09-012-010D are located in the Town of Wingate ’s
extraterritorial jurisdiction (ETJ) and are currently zoned RA-20. To
support economic growth, create jobs, and attract new taxable
investment, which is the highest and best use of this property, we are
seeking to annex and rezone these parcels to a Conditional Light
Industrial designation .
FINANCIAL IMPACT:
None.
Purchase - Library Materials26-406
INFORMATION CONTACT:
Nina Chaffin, Library, Director, 704-283-3561
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:
At the beginning of each fiscal year, the Library issues a purchase order
to one of its primary material vendors, Overdrive, Inc . The Library then
orders materials against this purchase order throughout the year . We
have a contract (#4089) with Overdrive, Inc. for the digital platform, and
all materials for this platform must come from Overdrive . The approval of
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Board of Commissioners Meeting Agenda July 20, 2026
this PO will enable the Library to commence its E-books, E-audiobooks,
and E-magazine purchasing for the year so that there is no significant
lapse in new materials for the public, as well as the digital platform fee .
The Library has utilized the contractual services of Overdrive, Inc . for
library materials since July, 2015. The vendor has been effective and
efficient in meeting our service needs, and we are requesting to continue
this service for an additional twelve months .
FINANCIAL IMPACT:
The anticipated cost for the materials is $174,000 and is budgeted
accordingly for FY27.
Purchase - Dump Truck26-407
INFORMATION CONTACT:
Caleb Sinclair, Solid Waste, Director, 704-283-3576
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 piece of equipment is necessary to fulfill our regulatory
environmental compliance obligations with respect to NCDEQ
Solid Waste Permit for cover material at the Union County
Construction and Demolition Landfill facility .
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local
governments to make purchases through a competitively bid North
Carolina Statewide Term Contract or a Group Purchasing
Program.
The purchase of the 2027 Peterbilt 567 Quad Dump Truck will be
made using Sourcewell Contract #060920-PMC quoted by The
Larson Group Peterbilt.
FINANCIAL IMPACT:
The anticipated cost for the 2027 Peterbilt 567 Quad Dump Truck is
$272,391.40 and is budgeted accordingly for FY 27.
Union County Land Preservation and Easement Program26-418
INFORMATION CONTACT:
Alan Aldridge, Soil & Water Conservation, District Director, 704-233-1621
Ext. 3
ACTION REQUESTED:
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Board of Commissioners Meeting Agenda July 20, 2026
1) Approve the allocation of funds, from Budget 10115410-5630-11115,
for the purchase of Easements 90-2026-006, and 90-2026-007 in the
amount of $545,785; and 2 ) accept Easements 90-2026-006, and
90-2026-007 into the Union County Land Preservation & Easement
Program.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County is currently ranked 13th in the United States for open space
land loss on a per year basis according to the latest research published
by the American Farmland Trust . Over the last four fiscal years, Union
County has lost 3,191 acres (FY2020), 2,892 acres (FY2021), 3,625
acres (FY2022), and 2,419 acres (FY2023) from parcels enrolled in
present use value (PUV) alone. According to the 2022 NCDA Census of
Agriculture, Union County has 186,626 acres of farmland. In the
Business-as-Usual scenario published by NC FarmLink, Union County is
slated to lose 51,500 acres of current farmland by 2040. This scenario
would represent approximately a 28% reduction in total farmland acreage
in Union County by 2040.
The Union County Land Preservation & Easement program allows
landowners to sell and/or donate the development rights to their property
while still obtaining ownership of the land . By selling and/or donating the
development rights, open space and agricultural land will be preserved
through conservation easements held by the Union County Soil & Water
Conservation District. The District will be responsible for monitoring and
inspections of easements to maintain compliance within the program . The
use of present use value (PUV) rollback funds will provide financial
resources to the Union County Soil & Water Conservation District for the
easement purchases and all associated transaction costs . These funds
are held in a Union County budget line and all non-encumbered funds will
rollover at the end of each fiscal year .
FINANCIAL IMPACT:
$545,745 for the purchase of Easements 90-2026-006, and 90-2026-007.
Streamflow Rehabilitation Assistance Program (StRAP)26-419
INFORMATION CONTACT:
Alan Aldridge, Soil & Water Conservation, District Director, 704-233-1621
Ext. 3
ACTION REQUESTED:
1) Approve the Division of Soil and Water Conservation ’s allocation of
Streamflow Rehabilitation Assistance Program funding to Union County of
$310,909 that will be reimbursed to the County after successful
completion of the work, and 2) approve Budget Amendment #XXXXXX
PRIOR BOARD ACTIONS:
Board approved grant application at the January 12th 2026 board
meeting
BACKGROUND:
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Board of Commissioners Meeting Agenda July 20, 2026
The StRAP program through the Division of Soil and Water Conservation
offers local Soil and Water Conservation Districts reimbursement for
stream debris removal work to remove stream debris out of the 100-year
floodplain (or processed within).
FINANCIAL IMPACT:
Up to $310,909 of funding will be reimbursed to the County following
successful completion of the debris removal work in Lanes Creek .
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.
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local
governments to make purchases through a competitively bid North
Carolina Statewide Term Contract or a Group Purchasing Program .
The purchase of the Microsoft Software Enterprise Agreement will be
made using North Carolina Statewide Term Contract #208C - Microsoft
Enterprise Agreement Software, quoted by SHI Software International
Corp.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $822,138.75. Since this
contract contains three-year term, a total of $2,466,416.25 is estimated to
be spent. Funding is available in the adopted FY 27 budget appropriation
with future expenditures subject to annual BOCC budget appropriation .
Tax Bill Correction Report for May 202626-363
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator,
704-283-3624
ACTION REQUESTED:
Approve the Tax Bill Correction Reports for May 2026.
PRIOR BOARD ACTIONS:
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Board of Commissioners Meeting Agenda July 20, 2026
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and
105-325, the Board of County Commissioners is authorized to make and
approve certain changes to property tax records . Approval of such
changes may result in either a release, refund, or discovery of ad valorem
taxes. The attached report provides detailed information on all tax bills
that were modified. Included in the report for each correction is the parcel
number or property key, owner name, reason for the change, original
value, original tax, corrected value, corrected tax, and refund, if
applicable.
FINANCIAL IMPACT:
May Refund amount = $212.70
May 2026 NCVTS Motor Vehicle Tax Report26-367
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 May 2026 NCVTS Motor Vehicle Tax Refund Report .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The refunds included in this report represent adjustments made to tax
bills 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:
$3,439.84
Tax Bill Correction Report for June 202626-409
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator,
704-283-3624
ACTION REQUESTED:
Approve the Tax Bill Correction Reports for June 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and
105-325, the Board of County Commissioners is authorized to make and
approve certain changes to property tax records . Approval of such
changes may result in either a release, refund, or discovery of ad valorem
taxes. The attached report provides detailed information on all tax bills
that were modified. Included in the report for each correction is the parcel
number or property key, owner name, reason for the change, original
value, original tax, corrected value, corrected tax, and refund, if
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Board of Commissioners Meeting Agenda July 20, 2026
applicable.
FINANCIAL IMPACT:
June Refund amount = $84,438.46
Contract - Union County Food Innovation Center Natural Gas Main
Extension Agreement
26-382
INFORMATION CONTACT:
Linda Whitaker, Facilities and Fleet Management, Assistant Director
Design and Construction, 704-420-2626
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:
1) April 3, 2023, Regular Meeting, Agenda Item #23-195 - Public Hearing
Held
2) April 3, 2023, Regular Meeting, Agenda Item #23-198 - Adopted
Budget Amendment BA 20 and CPO#344
3) May 1, 2023, Regular Meeting, Agenda Item #23-261 - Approved
Construction Manager at Risk Construction Delivery Method
4) January 16, 2024, Regular Meeting, Agenda Item #24-045 - Approved
Design Contract with CPL, adopted Budget Amendment BA 21 and
CPO#344A, and accepted State Grant Funding
5) June 17, 2024, Regular Meeting, Agenda Item #24-416 - Approved
Construction Manager at Risk Preconstruction Services Agreement
6) June 17, 2024, Regular Meeting, Item #24-427 - Approved Resilient
Food Systems Infrastructure Program Grant application
7) June 17, 2024, Regular Meeting, Agenda Item #24-428 - Approved
Golden Leaf Foundation Grant application
8) November 18, 2024, Regular Meeting, Agenda Item #24-769 -
Approved NCDA Agriculture Development and Farmland Preservation
Trust Fund Grant application
9) January 21, 2025, Regular Meeting, Agenda Item #25-021 - Approved
design contract amendment with CPL
10) March 17, 2025, Regular Meeting, Agenda Item #25-128 - Approved
grant application North Carolina Tobacco Trust Fund Commission
11) March 17, 2025, Regular Meeting, Agenda Item #25-129 - Approved
executing documents related to Golden Leaf Foundation Grant award,
adopted CPOs 288F, 344B, and 369A, Budget Amendment BA 27
12) February 17, 2026, Regular Meeting, Agenda Item #26-105 -
Authorized intergovernmental agreement with Wingate related to
administering Food Innovation Center and Approved Guaranteed
Maximum Price contract amendment .
13) March 13, 2026, Regular Meeting, Agenda Item #26-163 - Authorized
the County Manager to submit a grant application with the North Carolina
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Board of Commissioners Meeting Agenda July 20, 2026
Manufacturing and Processing Initiative for an automated bottling system
for the Food Innovation Center .
BACKGROUND:
The Union County Food Innovation Center is, as a concept, a Food
Systems Strategic Initiative. In an effort to support Union County
agricultural producers with a focus on creating a sustainable and all
encompassing "Food System," the project is intended to accomplish the
following:
Generate markets for crops and protein-based products harvested within
Union County
Provide career opportunities in an area of the County that has fewer local
prospects
Enable educational partnerships and internships with Wingate University,
South Piedmont Community College and John & Wales University
Promote healthier eating by the residents of Union County
Support organizations, such as Meals on Wheels, The Food Hub, and
others that assist the County's at-risk population
The Food Innovation Center ’s primary asset is the Kitchen which will be a
multi-purpose facility to serve a dual mission . First, to support the farm
community with raw product storage, packaging and /or preparation for
wholesale. Secondly, to enable the public and small businesses who
need value-added processing, cooking and final packaging which directly
serves the consumer market . The proposed facility would house kitchen
spaces, as well as freezer, refrigeration, and dry storage space to support
raw food preparation and general food processing .
The Food Innovation Center does not currently have access to natural
gas service. To provide natural gas service to the facility, the City of
Monroe must extend an existing natural gas main to the project site .
Monroe has provided a cost estimate of $164,741.69 for the natural gas
main extension.
FINANCIAL IMPACT:
Funding is available within the adopted Capital Account 40080187 to
support the contract amount of $164,741.69.
FY 2027 Capital Project Ordinances26-384
INFORMATION CONTACT:
Jason May, Director of Budget & Grants Management, 704-283-3760
ACTION REQUESTED:
Approval
PRIOR BOARD ACTIONS:
Adoption of the FY 2027 Budget
BACKGROUND:
The FY 2027 Capital Project Ordinances (CPOs) presented for the
Board's consideration provide the legal spending authority for capital
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Board of Commissioners Meeting Agenda July 20, 2026
projects included in the Fiscal Year 2027 Capital Improvement Program
(CIP), which was adopted as part of the FY 2027 Annual Budget
Ordinance on June 16, 2025.
The FY 2027 CIP reflects the County's ongoing commitment to
maintaining and enhancing public infrastructure, preserving the condition
of County-owned facilities, ensuring the reliability and security of
technology systems, sustaining public safety operations, and supporting
the long-term service capacity of County partner agencies . Projects are
organized across multiple program areas and range from recurring
renewal and replacement investments to targeted major capital initiatives
that advance County priorities.
These appropriations are funded entirely through existing resources, with
no new debt issuance required for FY 2027. Funding sources include
unassigned General Fund balance, unassigned Debt Fund balance,
unallocated CIP Fund reserves, Union EMS Fund balance, and ongoing
pay-go capital contributions from both the General Fund and the
Education Fund in support of South Piedmont Community College .
Each CPO establishes the project title, total appropriation, and authorized
revenue source for a single capital project or program . The individual
ordinances are attached to this agenda item for the Board's review .
Together, they constitute the full scope of capital spending authority being
requested for Fiscal Year 2027.
FINANCIAL IMPACT:
Staff recommends that the Board of County Commissioners approve the
FY 2027 Capital Project Ordinances as presented .
Contract - NC Administrative Office of the Courts26-385
INFORMATION CONTACT:
Jason May, Director of Budget & Grants Management, 704-283-3760
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:
Passage of the FY 2027 Annual Operating Budget
BACKGROUND:
Union County has maintained an ongoing partnership with the District
Attorney's Office for the 30th Prosecutorial District to support the
expeditious disposition of criminal cases involving threats to public safety,
consistent with the authority provided under G .S. 7A-64 and G.S.
153A-212.1. This agreement reflects the County's continued commitment
to public safety and the effective administration of justice within Union
County.
The North Carolina Administrative Office of the Courts (NCAOC) has
authorized the District Attorney to hire two Assistant District Attorneys
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Board of Commissioners Meeting Agenda July 20, 2026
(ADAs) under this arrangement to address the volume of cases involving
pretrial jail population that have accumulated on the dockets of the 30th
Prosecutorial District. The NCAOC Director has determined that an
overwhelming public interest warrants the use of additional prosecutorial
resources for the speedy disposition of cases involving a threat to public
safety.
Under the proposed agreement, Union County will fund the full personnel
and operating costs for both positions, with the NCAOC administering
payroll and human resources services on behalf of the District Attorney .
The positions will be employees of the District Attorney's Office and will
work under the District Attorney's supervision . The agreement term runs
from July 1, 2026 through June 30, 2027.
FINANCIAL IMPACT:
No additional financial impact to the FY 2027 budget beyond the adopted
budget parameters.
FY 2027 Budget - Technical Adjustment to Add and Increase
Commercial Site Plan Review Fee
26-389
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Board of County Commissioners approve the reinstatement and
amendment of the commercial site plan review fees as presented,
effective upon adoption of the amended fee schedule .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Commercial site plan review is a required element of the County's
development review process for non-residential projects . These fees are
assessed to recover a portion of the staff time and resources expended in
reviewing commercial site plans submitted to the County for approval .
The fee structure distinguishes between smaller commercial sites (less
than one acre) and larger sites (one or more acres), with the larger
category incorporating a per-acre component to reflect the increased
complexity and review time associated with larger projects .
Prior to the omission, the fee schedule established the following rates for
commercial site plan review:
Category Previous Fee
Less than 1 Acre $300.00 per review
1+ Acres $300.00 plus $50.00 per acre (or portion thereof)
Proposed Action
Staff recommends the Board of County Commissioners approve an
amendment to the non-residential review fee schedule to reinstate the
commercial site plan review fee category and adopt the following updated
fee structure, effective upon adoption :
Category Proposed Fee
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Board of Commissioners Meeting Agenda July 20, 2026
Less than 1 Acre $400.00 per review
1+ Acres $400.00 plus $50.00 per acre (or portion thereof)
The proposed base fee increase from $300 to $400 represents a 33%
adjustment to the flat-rate component of the fee . The per-acre charge of
$50.00 per acre (or portion thereof) for sites of one acre or more is
unchanged. This adjustment more accurately reflects the current cost of
the review services provided and brings the commercial site plan fees into
better alignment with peer jurisdictions and the County's broader
cost-recovery objectives.
FINANCIAL IMPACT:
Revenue generated from commercial site plan review fees is recorded in
the General Fund. The fiscal impact will vary based on development
activity; however, reinstatement and adjustment of this fee is expected to
modestly improve cost recovery for Planning and Development Services
operations. No additional appropriation is required .
Update to the Union County Citizen Participation Plan26-397
INFORMATION CONTACT:
Monica Culbreath, County Manager ’s Office, Grant Specialist,
704-283-3580
ACTION REQUESTED:
1) Adopt the updated Union County Citizen Participation Plan and 2)
authorize the County Manager to execute any documents necessary to
implement the updated Citizen Participation Plan .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The U.S. Department of Housing and Urban Development (HUD) requires
entitlement communities receiving Community Development Block Grant
(CDBG) funds to maintain a Citizen Participation Plan in accordance with
24 CFR 91.105. The Citizen Participation Plan establishes the County ’s
policies and procedures for encouraging citizen participation in the
development, review, and amendment of the Consolidated Plan, Annual
Action Plans, applications for Section 108 Loan Guarantees, and
Consolidated Annual Performance and Evaluation Reports (CAPER).
Union County has prepared updates to the Citizen Participation Plan to
ensure continued compliance with HUD regulations, including
amendments effective July 16, 2021.
Notice of the updated Citizen Participation Plan was published on June
27, 2026. The required fifteen (15) day public comment period began
June 29, 2026 , and concludes on July 13, 2026. Copies of the updated
Citizen Participation Plan were made available for public review at the
Union County Government Center and on the County ’s website during the
public comment period.
All comments received during the public review period will be considered
prior to formal adoption of the updated Citizen Participation Plan by the
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Board of Commissioners Meeting Agenda July 20, 2026
Union County Board of Commissioners .
FINANCIAL IMPACT:
There is no direct financial impact associated with adoption of the
updated Citizen Participation Plan.
Grant Application - The Cannon Foundation26-413
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:
Union County Human Services is pursuing a renovation project for the
existing group home, which was previously used for other purposes . The
group home will serve as a Crisis Stabilization Home for foster youth in
Union and Cabarrus Counties, providing short-term housing and
supportive services for youth in crisis while staff determine the most
appropriate placement and /or treatment plan.
The goal of the project is to prevent foster youth from remaining in Social
Services offices by offering a safe, structured environment where services
can be quickly wrapped around them during periods of transition . This
collaborative effort between Cabarrus County, Union County, Alexander
Youth Network, Partners LME /MCO, and BCBS Healthy Blue Care
Together represents an innovative, cross-system approach to addressing
urgent placement needs. The home will include eight private bedrooms,
and with 68% of project funding already secured through state grants, the
County is currently working to obtain the remaining funds needed for
completion.
The Cannon Foundation seeks to support human services, higher
education, healthcare and community . The Cannon Foundation was
established in 1943 by Charles A. Cannon, President and CEO of
Cannon Mills Company. The Foundation continues his philanthropic
legacy by funding capital and equipment projects for organizations across
Mr. Cannon’s home state of North Carolina.
FINANCIAL IMPACT:
The grant request will be for approximately $261,729. There is no match
required for this grant.
Group Home Renovation Capital Project Ordinance26-415
INFORMATION CONTACT:
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Board of Commissioners Meeting Agenda July 20, 2026
Jason May, Director of Budget & Grant Management, 704-283-3760
ACTION REQUESTED:
Approval of the CPO
PRIOR BOARD ACTIONS:
None
BACKGROUND:
The group home will be a Crisis Stabilization Home for foster youth in
Union and Cabarrus Counties. It will house and provide services for foster
youth in crisis while staff determine what placement and /or treatment they
need. Alexander Youth Network will run the group home . It will be funded
via the NC Children and Family Services Medicaid Plan that is operated
by Healthy Blue Care Together Medicaid funds .
The purpose is to keep foster youth from residing in Social Services
offices and wrap services around them while they await appropriate
placement. This collaboration is unprecedented and shows the combined
hope of Cabarrus County, Union County, Alexander Youth Network,
Partners LME/MCO, and BCBS Healthy Blue Care Together .
There will be 8 individual rooms.
FINANCIAL IMPACT:
Passage of the CPO will provide $642,131 for the renovation of the
Group Home.
Grant Application - The Braswell Foundation26-420
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:
Union County Human Services is pursuing a renovation project for the
existing group home, which was previously used for other purposes . The
group home will serve as a Crisis Stabilization Home for foster youth in
Union and Cabarrus Counties, providing short-term housing and
supportive services for youth in crisis while staff determine the most
appropriate placement and /or treatment plan.
The goal of the project is to prevent foster youth from remaining in Social
Services offices by offering a safe, structured environment where services
can be quickly wrapped around them during periods of transition . This
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Board of Commissioners Meeting Agenda July 20, 2026
collaborative effort between Cabarrus County, Union County, Alexander
Youth Network, Partners LME /MCO, and BCBS Healthy Blue Care
Together represents an innovative, cross-system approach to addressing
urgent placement needs. The home will include eight private bedrooms,
and with 68% of project funding already secured through state grants, the
County is currently working to obtain the remaining funds needed for
completion.
The Braswell Foundation is a private family foundation based in Waxhaw,
North Carolina that supports charitable and community-focused initiatives,
primarily through grantmaking to local and regional nonprofit
organizations.
FINANCIAL IMPACT:
The grant request will be for approximately $261,729. There is no match
required for this grant.
Union County Jail 2026 Bond Referendum Bond Order and
Resolution Setting Bond Referendum
26-387
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Adopt Bond Order Authorizing the Issuance of $200,000,000 General
Obligation Jail Bonds of the County of Union, North Carolina and 2) adopt
the Resolution Setting a Special Bond Referendum and Directing the
Publication of Notice of a Special Bond Referendum and Notification of
the Union County Board of Elections .
PRIOR BOARD ACTIONS:
1) June 16, 2026, Regular Meeting, Agenda Item #26-329 - The Board
introduced Bond Order Authorizing the Issuance $200,000,000 General
Obligation Jail Bonds of the County of Union, North Carolina and adopted
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.
2) 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.
3) 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:
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Board of Commissioners Meeting Agenda July 20, 2026
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 Bond Order lays out the purpose of the general obligation bond
referendum that will be placed on November 3, 2026, election ballot and
the Resolution will set a Special Bond Referendum giving direction to the
Board of Elections for the bond referendum .
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.
NC Department of Public Safety Juvenile Crime Prevention Council
Revised Funding Plan FY 2026-2027
26-388
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Adopt Revised JCPC County Funding Plan for FY 2026-2027 and 2)
authorize the Finance Director to approve the grant agreements and
documents related to such grant agreements during their term .
PRIOR BOARD ACTIONS:
June 16, 2026 , Regular Meeting, Agenda Item # 26-323 - 1) Approved
County Funding Allocation Plan, Annual Plan and Certification for FY
2026-2027, 2) authorized the Finance Director to approve the grant
agreements and documents related to such grant agreements during their
term, and 3) authorized the County Manager to appropriate JCPC
Funding as approved in the funding plan by a County Manager's Budget
Amendment in FY 2027.
BACKGROUND:
Page 28 of 37
29
Board of Commissioners Meeting Agenda July 20, 2026
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 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 .
The Revised County Funding Plan is updating only the Local in Kind
Cash Match for the NCCDC Next Step Youth Program and does require
any County funding. This cash match is revenue received directly to
NCCDC from other sources.
FINANCIAL IMPACT:
None.
Amendment to the Union County Pay and Classification Plan26-393
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
1)Approve a revision to the Union County Pay and Classification
Plan:
A) Adjust the pay grades for the following job classifications :
i) Deputy Tax Administrator - Pay Grade S
Page 29 of 37
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Board of Commissioners Meeting Agenda July 20, 2026
ii) Director, Utility Business Services - Pay Grade S
B) Add the following job classification and associated pay grade :
i) Recovery Support Coordinator - Pay Grade K
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Updates to the Union County Pay Plan are necessary to add, update, and
remove job classification titles to align with current and future
organizational needs.
FINANCIAL IMPACT:
No additional funds required.
Contract Amendment - Employee Health & Wellness Center26-402
INFORMATION CONTACT:
Megan Parks, Strategy & Innovation, Director, 704-292-2578
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County's Employee Health & Wellness Center provides
high-quality, confidential health care for all employees, spouses,
dependents, and retirees on the Union County health plan . The wellness
center is staffed and operated by Atrium Health, providing you with easy
access to world-class health care.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $994,658. Funding is
available in the adopted FY2027 budget with future expenditures subject
to annual BOCC budget appropriation .
Resolution - Solid Waste Surplus Equipment Sale26-414
INFORMATION CONTACT:
Corey Brooks, Procurement & Contract Management, Director,
704-283-3683
ACTION REQUESTED:
Adopt Resolution Authorizing Surplus Property Sale by Internet Auction
which 1) declares the property itemized on Attachment A as “Surplus” to
the needs of Union County, 2) authorizes sale at electronic auction of the
surplus property described in Attachment A as per the terms and
conditions as specified in the online auction service provider contract, and
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Board of Commissioners Meeting Agenda July 20, 2026
3) authorizes the Procurement Director or his designee to execute any
and all documents necessary to transfer title to said property on behalf of
Union County.
BACKGROUND:
North Carolina General Statutes allow the disposition of personal property
by local governments through a variety of means including private
negotiations and sale; advertisement for sealed bids; negotiated offer,
advertisement, and upset bid; public auction; or exchange . In 2001, the
legislature amended the Statues to provide for disposition of property
through electronic auction .
The sale will begin July 23, 2026, at 10:00 AM and end August 6, 2026,
at 10:00 AM as indicated on Attachment A . The equipment is to be picked
up at 2125 Austin Chaney Road, Wingate, NC 28174 with the following
terms of sale:
1.Sale to the highest bidder with all sales final .
2.All items sold “as is” with no warranty, expressed or implied, which
extends beyond the description of the item .
3.Purchasers must remove vehicle(s) within ten (10) business days
from the time and date of issuance of the Buyer ’s Certificate.
4.Payment must be made online though the online auction website .
Payment in full is due not later than five (5) business days from the
time and date of the Buyers Certificate . Payment will not be
accepted onsite.
FINANCIAL IMPACT:
Estimated revenue is $69,000. The revenue will be returned to the fund
from which the asset came.
Minutes for Approval26-401
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board, 704-283-3953
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 Refunds, Releases and Prorations Approved by Finance Officer26-362
Page 31 of 37
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Board of Commissioners Meeting Agenda July 20, 2026
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a
Resolution Delegating Authority for Tax Releases and Refunds of less
than $100 to Union County's Finance Officer . The resolution and NC GS
105-381(b) require such refunds to be reported to the Board regarding
actions taken on requests for releases or refunds . All such actions shall
be recorded in the Board's minutes . NC GS 105-330.6 authorizes the tax
collector to direct an order for a tax refund of prorated taxes to the county
finance officer related to surrendering of registered motor vehicle plates .
The finance officer shall issue a refund to the vehicle owner . The
attached report is for May 2026 NCVTS releases and refunds less than
$100 and prorations approved by the finance officer .
FINANCIAL IMPACT:
None.
Tax Collector’s Departmental Report for May 202626-366
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 May 2026 as required by NCGS
105-350(7).
FINANCIAL IMPACT:
None.
Human Resources Reports for May 202626-383
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These reports include all new hires, separations from service, and
Page 32 of 37
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Board of Commissioners Meeting Agenda July 20, 2026
retirements for Union County Local Government for the month of May
2026.
FINANCIAL IMPACT:
None.
Drought Status - Update26-410
INFORMATION CONTACT:
Aubrey Lofton, 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 July 1, 2026
and the US Drought Monitor as of July 2, 2026.
FINANCIAL IMPACT:
None
Wastewater Treatment Capacity - Monthly Update26-416
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
None - Information only
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Union County Water is closely monitoring the wastewater treatment
capacities at our Water Reclamation Facilities . Permitting Capacity is
evaluated using the Actual Plant Flows plus the Permitted /Obligated
Flows (unconnected). Union County Water was asked to provide regular
updates. Plant flow information through June 2026 is summarized in the
attached table.
Twelve Mile Creek
·Percent of Actual Flows = 68.9%
·Percent of Actual + Permitted Flows = 90.1%
·Actual Flows (MGD)= 5.168
·Actual + Permitted Obligated Flows (MGD)= 6.760
Crooked Creek
·Percent of Actual Flows = 64.4%
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Board of Commissioners Meeting Agenda July 20, 2026
·Percent of Actual + Permitted Flows = 93.7%
·Actual Flows (MGD)= 1.223
·Actual + Permitted Obligated Flows (MGD)= 1.781
Olde Sycamore
·Percent of Actual Flows = 26.0%
·Percent of Actual + Permitted Flows = 26.0%
·Actual Flows (MGD)= 0.039
·Actual + Permitted Obligated Flows (MGD)= 0.039
Tallwood
·Percent of Actual Flows = 34.0%
·Percent of Actual + Permitted Flows = 34.0%
·Actual Flows (MGD)= 0.017
·Actual + Permitted Obligated Flows (MGD)= 0.017
Grassy Branch
·Percent of Actual Flows = 72.0%
·Percent of Actual + Permitted Flows = 74.0%
·Actual Flows (MGD)= 0.036
·Actual + Permitted Obligated Flows (MGD)= 0.037
In addition to the wastewater treatment capacities, flow volumes
associated with development projects that are in the planning and review
process within the Twelve Mile Creek and Crooked Creek WRF service
areas are provided for information as well . Development flow volumes
through June 2026 are summarized in the attached tables .
FINANCIAL IMPACT:
None
Communications Monthly Report - June 202626-411
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:
Page 34 of 37
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Board of Commissioners Meeting Agenda July 20, 2026
None.
South Piedmont Regional Autopsy Center - July 2026 Quarterly
Report
26-417
INFORMATION CONTACT:
Stephanie Dudley, County Manager ’s Office, Business Manager,
704-292-2668
ACTION REQUESTED:
None - Information only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly progress report on the operations of the South
Piedmont Regional Autopsy Center (SPRAC).
FINANCIAL IMPACT:
None.
Business
Rezoning Petition 2026-CZ-005 McAteer26-368
INFORMATION CONTACT:
Bjorn E. Hansen, Planning, Senior Planner - Long Range Planning,
704-283-3690
ACTION REQUESTED:
Approve or deny proposed rezoning.
PRIOR BOARD ACTIONS:
June 16, 2026 , Regular Meeting, Agenda Item # 26-321 - Public Hearing
Held
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.
A public hearing was conducted on June 16. No one spoke for or against
Page 35 of 37
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Board of Commissioners Meeting Agenda July 20, 2026
the rezoning.
To make a decision on this rezoning petition, the Board of
Commissioners 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 reasonableness statement for denial .
FINANCIAL IMPACT:
None.
Rezoning Petition 2026-CZ-007 Beulah Church26-369
INFORMATION CONTACT:
Bjorn E. Hansen, Planning, Senior Planner - Long Range Planning,
704-283-3690
ACTION REQUESTED:
Approve or deny rezoning petition .
PRIOR BOARD ACTIONS:
June 16, 2026 , Regular Meeting, Agenda Item # 26-321 - Public Hearing
Held
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.
Page 36 of 37
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Board of Commissioners Meeting Agenda July 20, 2026
A public hearing was conducted on June 16, 2026. No one spoke for or
against the rezoning, although one resident submitted written comments
noting concerns that had been addressed with revised conditions .
To make a decision on this rezoning petition, the Board of
Commissioners 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 and reasonableness statement for denial .
FINANCIAL IMPACT:
None.
Lobbying for Changes to the Schools Funding Formula26-358
INFORMATION CONTACT:
Brian Matthews, County Manager
ACTION REQUESTED:
Direct staff to contact Union County’s delegation to request changes to
the statutory funding formula for public schools
PRIOR BOARD ACTIONS:
None
BACKGROUND:
TBD
FINANCIAL IMPACT:
None
County Manager's Comments
Commissioners' Comments
Adjournment
Page 37 of 37
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-275 Agenda Date:7/20/2026
TITLE:..title
America 250 Art Contest
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
Recognize Winners of the America 250 Art Contest.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The America 250 Student Art Contest is a countywide initiative designed to engage Union County
students in celebrating the theme “America the Beautiful.” Inspired by the iconic song, the contest
invited students in grades K-12 to explore and visually interpret what makes America meaningful to
them, from sweeping national landscapes to local parks, neighborhoods, and personal spaces within
Union County. The contest inspired creativity, civic pride and community connection while aligning
with broader America 250 commemorative efforts.
Submissions were collected from May 1 to June 1 at multiple County locations, including libraries and
government facilities, before being reviewed by a panel of local artists selected by the Union County
Community Arts Council.
Ultimately, County residents voted on the finalists through our engagement platform, Union County
Engage. The nine “People’s Choice” winners will be formally recognized in partnership with the Arts
Council. This presentation honors student achievement and demonstrates the County’s commitment
to community engagement, youth involvement and creative expression as part of America 250.
Following recognition by the Board of County Commissioners, winning artwork will be displayed in
the Government Center lobby through August.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 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 #:26-386 Agenda Date:7/20/2026
TITLE:..title
Public Hearing - Union County Jail 2026 Bond Referendum
INFORMATION CONTACT:
John Buchanan, Finance, Assistant Finance Director, 704-283-3523; Beverly Liles, Finance, Director,
704-283-3675
ACTION REQUESTED:
Conduct Public Hearing for Union County Jail 2026 Bond Referendum.
PRIOR BOARD ACTIONS:
1)June 16, 2026, Regular Meeting, Agenda Item #26-329 - The Board Introduced Bond Order
Authorizing the Issuance $200,000,000 General Obligation Jail Bonds of the County of Union, North
Carolina and Adopted 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.
2) 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.
3) 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.
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
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-386 Agenda Date:7/20/2026
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 7/7/2026Page 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 #:26-412 Agenda Date:7/20/2026
TITLE:..title
Text Amendment to Sections 25.010 Table of Allowed Uses, Section 25.020-I, Other Use Category,
30.210 Data Centers, and 30.220 Cryptomining Operations of the Union County Development
Ordinance
INFORMATION CONTACT:
Lee Jenson, Planning Department, Director, 704-283-3564
ACTION REQUESTED:
Conduct public hearing.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These proposed text amendments deal with the emerging technology of data centers and
cryptomining operations. These text amendments define the uses, restrict where the uses may
operate, and place supplemental requirements on the uses. The Land Use Board reviewed these
amendments at their regular June meeting and unanimously recommended approval.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 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 #:26-390 Agenda Date:7/20/2026
TITLE:..title
Resolution to Convey Law Enforcement Canine “Maverick”
INFORMATION CONTACT:
Dorothy Thomas, Public Safety Finance Administrator, Union County Sheriff’s Office, 704-283-3578
ACTION REQUESTED:
Adopt Resolution Authorizing Conveyance of retired Union Cunty Sheriff’s Office Canine, “Maverick”
in accordance with N.C.G.S. 160A-267
PRIOR BOARD ACTIONS:
None
BACKGROUND:
The Union County Sheriff’s Office has officially retired canine “Maverick,” a 6-year-old white English
Labrador Retriever. “Maverick” served the Sheriff’s Office for five years, assigned to the School
Safety Division. His training includes article searches, narcotics detection, and tracking.
Beyond his operational duties, “Maverick” was widely recognized for his community engagement.
Alongside his handler, Deputy J. Dye, he regularly participated in school visits and community
events, strengthening relationships between the Sheriff’s Office and the public.
Because “Maverick” is a highly trained working canine-not a typical household pet-the Sheriff’s Office
must ensure he is placed in a home capable of managing his specialized training and behaviors. The
most appropriate and responsible placement is with his handler, Deputy J. Dye, who has worked with
him throughout his service.
FINANCIAL IMPACT:
Financial Impact Revenue of $1.00
Union County, NC Printed on 7/7/2026Page 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 #:26-391 Agenda Date:7/20/2026
TITLE:..title
Grant Application - COPS Office FY26 Technology and Equipment Program: Rapid DNA
Instrumentation
INFORMATION CONTACT:
Dorothy Thomas, Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578
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.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Sheriff’s Office has been selected to receive a grant award from the U.S.
Department of Justice, Office of Community Oriented Policing Services (COPS Office). This award
provides 100% funding for the purchase of Rapid DNA Instrumentation for use within the Union
County Sheriff’s Office Crime Lab. No County match is required.
The Sheriff’s Office will acquire a Rapid DNA system capable of producing a DNA profile in
approximately 90 minutes, a significant improvement over current turnaround times at the North
Carolina State Bureau of Investigation (SBI) Crime Lab, which continues to experience substantial
backlogs. This technology, developed and approved under FBI guidance, is increasingly used by law
enforcement agencies nationwide to support timely and accurate investigative decisions.
Rapid DNA instrumentation will be made available to law enforcement agencies within Union
County’s jurisdiction. The system will enhance investigative capabilities by enabling quicker suspect
identification, improving case clearance rates, and reducing reliance on overburdened state
laboratory resources. Agencies across the country have demonstrated that Rapid DNA technology
improves public safety outcomes, conserves investigative resources, assists in the apprehension of
offenders, and helps exonerate individuals wrongly accused.
The adoption of Rapid DNA technology will directly benefit Union County residents. Crime affects
individuals from all backgrounds, and the ability to rapidly process DNA evidence strengthens the
Sheriff’s Office’s ability to protect victims, solve cases efficiently, and build community trust through
forensic
‑
led investigations
The Rapid DNA Instrumentation grant is fully funded by the COPS Office, with no financial obligation
to Union County.
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-391 Agenda Date:7/20/2026
FINANCIAL IMPACT:
None. The cost associated with the grant will be $861,000 with 100% funded by the federal grant
(COPS Office).
Union County, NC Printed on 7/7/2026Page 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 #:26-421 Agenda Date:7/20/2026
TITLE:..title
Grant Application - DOJ FY26 Bridging Immigration
‑
Related Deficits Experienced Nationwide
(“BIDEN”) Program
INFORMATION CONTACT:
Dorothy Thomas, Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application for the DOJ FY26 BIDEN
Program and to make all necessary assurances, certifications, and documentation required for
submission in Grants.gov and JustGrants, as substantially consistent with this agenda item.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The U.S. Department of Justice has released the FY 2026 Bridging Immigration
‑
Related Deficits
Experienced Nationwide (“BIDEN”) Program, a federal funding opportunity designed to support state
and local governments in addressing criminal justice impacts associated with criminal illegal alien
activity, drug trafficking networks, human trafficking operations, and transnational criminal
organizations. The BIDEN Program, authorized under the BIDEN Reimbursement Fund (34 U.S.C. §
61101), provides funding across three categories: Hiring of sworn and non
‑
sworn personnel,
Technology and equipment, Construction or renovation of temporary detention facilities
Eligible applicants must maintain or commit to entering a 287(g) partnership and must participate in
Homeland Security Task Force (HSTF) operations or major DOJ enforcement efforts. The Union
County Sheriff’s Office meets these eligibility requirements.
The Sheriff’s Office intends to apply under Category 2: Technology and Equipment to strengthen
investigative, detention, transportation, and enforcement capabilities related to criminal illegal alien
activity and trafficking operations. Funding may support multi
‑
year implementation, subscriptions,
training, and maintenance of advanced technology and equipment that directly enhances operational
capacity.
This grant opportunity is 100% federally funded and does not require a County match. Applications
must be submitted first through Grants.gov (SF
‑
424) and then through JustGrants, with Round 1
deadlines of July 15, 2026 (Grants.gov) and July 17, 2026 (JustGrants). Additional rounds will follow
until funds are exhausted.
If awarded, the Sheriff’s Office will return to the Board with any required budget amendments or
acceptance actions.
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File #:26-421 Agenda Date:7/20/2026
FINANCIAL IMPACT:
The BIDEN Program provides 100% federal funding. Any award amount will be determined by DOJ
following review of the application.
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-364 Agenda Date:7/20/2026
TITLE:..title
Contract - 821 Zone 16-inch Transmission Main on Old Providence Road
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement with Ardurra Group North
Carolina substantially consistent with this agenda item, 2) exercise any renewal or extension term
options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of
the County, each in the County Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Water Capital Improvement Program (CIP)includes an allocation for the design
and construction of critical water supply and water transmission projects as outlined in the 2025
Water and Wastewater Master Plan.The 821 Zone Water Transmission Main on Old Providence
Road project includes the design and construction of approximately 3,900 linear feet of 16-inch
diameter water main along Old Providence Road between Highway 75 and Waxhaw Farms Road to
provide adequate fire flow and improve pressure in the 821 Pressure Zone.
Ardurra Group North Carolina has been selected to provide engineering services for Task Order 8678
-07:821 Zone 16-inch Transmission Main on Old Providence Road.Ardurra Group North Carolina
was chosen from a list of vendors previously selected from RFQ 2024-021 -Engineering Services for
Water and Wastewater System Improvements to provide these services for Union County Projects.
FINANCIAL IMPACT:
The total cost of the Task Order 8678-07 with Ardurra Group North Carolina is $304,300.00.Sufficient
funds are available within the adopted capital account 60184131 -821 Zone Providence Road BPS
Supply.
Union County, NC Printed on 7/7/2026Page 1 of 1
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APPENDIX
Exhibit A
TASK ORDER
This Task Order pertains to an Agreement by and between UNION COUNTY ("OWNER"), and
W.K. DICKSON & CO., LLC. d/b/a Ardurra Group North Carolina (formerly known as W.K.
Dickson & Co., Inc.) ("ENGINEER"), dated January 1, 2024, ("the Agreement"). ENGINEER shall
perform services on the project described below as provided herein and in the Agreement. This
Task Order shall not be binding until it has been properly signed by both parties. Upon execution,
this Task Order shall supplement the Agreement as it pertains to the project described below.
TASK ORDER NUMBER: 8678-07
RELATED RFQ NUMBER: 2024-021
PROJECT NAME: 821 Zone 16-inch Transmission Main on Old Providence Road
PART 1.0 PROJECT DESCRIPTION:
OWNER has requested ENGINEER to develop design plans and specifications for permitting and
bidding of a 16-inch Transmission Main on Old Providence Road. The project consists of
approximately 3,900 linear feet of new 16-inch water transmission main in order to improve
pressures and fire flow in the 821 Zone. The proposed water mains will be installed primarily via
traditional open-cut construction methods, with bore and jack methods as needed. The existing
6-inch water main will be abandoned in place and all water main connections, and service
connections, and hydrants will be transferred over to the new 16-inch main. The plans will be
created using available GIS information, available as-built information, strip SUE and
topographic existing conditions survey. The proposed project limits have been determined by the
OWNER and are represented in a GIS based map prepared and provided by the OWNER to the
ENGINEER. The proposed water main runs from the intersection of Old Providence Rd. and Hwy
75 to Rogers Pond subdivision near the intersection of Old Providence Rd. and Waxhaw Farms
Rd.
PART 2.0 SCOPE OF BASIC SERVICES TO BE PERFORMED BY ENGINEER ON THE
PROJECT:
Basic Services will be performed in accordance with Section 2.1 to 2.55 of the Task Order, with
such services supplemented as provided herein.
*
*, NORTH CAROLINA Int ______
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Project Management, Planning– The ENGINEER will perform project management and
administration activities throughout the design of the project, including the following:
2.1 The ENGINEER will evaluate and coordinate the activities associated with the
efficient execution of the project including project development and scoping;
2.2 The ENGINEER’s Project Manager shall coordinate and oversee all project activity
on a regular basis related to all administrative and technical aspects of the project.
In particular, the Project Manager will supervise and direct all staff related to the
technical components of the project including design, construction document
preparation, and specification development. In addition, the Project Manager will
provide ongoing QA/QC of each of the tasks associated with the project quality
control reviews to assess conformance to project scope, design criteria, as well as
the project budget and schedule;
2.3 The ENGINEER will conduct a kick-off meeting with the OWNER (in a format to
be selected by the OWNER) to discuss the project goals and objectives, assess
alternatives, and gather any additional reasonably available relevant data. The
ENGINEER will prepare minutes from the kick-off meeting which will outline
items discussed, available data/information, and additional items that may need
to be obtained for evaluating existing conditions and /or routes, and initial
schedule submittal;
2.4 The ENGINEER shall provide project schedule and financial tracking as follows:
2.4.1 The ENGINEER shall maintain a project schedule in a format acceptable to
the OWNER. An updated schedule submittal will be provided to the
OWNER upon request.
2.4.2 The ENGINEER shall maintain a project cost accounting system
throughout the life of the Project.
2.4.3 The ENGINEER shall prepare monthly invoices for its services in a format
acceptable to the OWNER.
2.5 The ENGINEER shall procure sub-consultants as necessary for the various
disciplines associated with the project. Subconsultants shall provide technical
oversight, review applicable submittals, and conduct inspections of the Work as
needed. The following sub-consultants are anticipated to be utilized on this
project:
2.5.1 Surveying – To provide field survey and topographic mapping, as
necessary for the ENGINEER’s design purposes.
2.5.2 Subsurface Utility Engineering (SUE) – Level B SUE will be conducted in a
manner consistent with the scope of work and procedure for the
identification and mapping of existing underground utilities within the
project corridor, in accordance with the current publication of CI/ASCE 38
“Standard Guidelines for Investigating and Documenting Existing
Utilities”.
2.5.3 Services of Professional Surveyor and Subsurface Utility Engineering sub-
consultants, as described above, shall be billed on an “Hourly Not to
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Exceed” (HNTE), basis, as outlined in PART 6.0, below and Attachment A,
as referenced and incorporated herein.
2.6 If access to private property is required, the ENGINEER will notify the OWNER
so that survey notification letters can be prepared and distributed. The OWNER
will prepare and distribute survey notification letters.
Preliminary Engineering – The ENGINEER will provide preliminary (predesign)
engineering services consisting of final scoping of the proposed project, development of
initial opinions of probable construction cost, and discussions including meeting with the
OWNER regarding the proposed project scope, extent, and intent. Preliminary
Engineering is intended to further define the project requirements, deliverables, and
schedule milestones, and shall include the following activities:
2.7 The ENGINEER will initiate a Right-of-Way Inquiry with NCDOT and use the
resulting verification, together with available property deeds and boundary
information, and North Carolina Case Law to evaluate the proposed alignment
and anticipated easement needs.
2.8 The ENGINEER will send a qualified environmental scientist to visit the project
site for a one-day field visit to conduct a preliminary evaluation and provide
preliminary wetland and stream classification determination of initial field route
of the waterline extension. The ENGINEER will notify the OWNER if wetland or
stream impacts are anticipated and additional wetland, stream delineation, and
surface survey services are expected, if necessary.
2.9 The ENGINEER will visit the project site to further review the proposed project
scope and related project requirements. The ENGINEER will perform the initial
field routing of the new waterline extension. The ENGINEER will conduct up to
one (1) day of field investigation.
2.10 The ENGINEER will design a 16-inch transmission main in accordance with
OWNER standards. The OWNER will provide the ENGINEER with the most
current as-builts, GIS data, and hydrant flow test data, as is reasonably available
for reference only. No transmission main sizing analysis or pipe size
recommendations will be performed as part of this scope, as the size has been
predetermined by the OWNER.
Field Survey and Base Mapping – The ENGINEER will provide a location survey of the proposed
waterline extension corridor. The survey extents will be determined by the ENGINEER,
depending upon the existing conditions and scope of work areas defined herein. The survey shall
include sufficient data to produce a digital corridor base map with the location of all surface
features, located underground utilities, existing site conditions and topographic information. SUE
and Survey services rendered under this “Field Survey and Base Mapping” phase shall be
provided on an HNTE basis, as described below and in Part 6.0 of this Task Order. The
ENGINEER has budgeted for survey and SUE services for up to 3,900 linear feet of new water
line. For areas not surveyed, base mapping shall be performed by the ENGINEER and shall
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consist of available GIS base data from the OWNER to formulate sufficient data to produce a
digital base map. The OWNER will provide the ENGINEER with the most current water &
wastewater GIS data. The base mapping shall include the following:
2.11 Level B SUE – The ENGINEER’s Subconsultant will provide Level B SUE service
to be performed in accordance with the standards as set by the American Society
of Civil Engineers (ASCE) in publication CI/ASCE 38 (current release) Standard
Guidelines for the Collection and Depiction of Existing Subsurface Utility Data.
2.12 The ENGINEER’s sub-consultant will establish vertical and horizontal survey
control using RTK GPS methods. Additional surveying control points will be
established by conventional surveying methods.
2.12.1 Horizontal datum based on NAD 83 and the vertical datum will be based
on NAVD 88. Utilizing project control, a baseline with inter-visible points
will be established within the mapping limits of the project. The baseline
points will have northing, easting, and elevation data.
2.13 The ENGINEER’s subconsultant will perform a location survey of the proposed
waterline corridor. The survey will include, but not be limited to, the storm
drainage, fences, sidewalks, concrete structures, above ground appurtenances,
buildings, signs, storm drains, trees over 10-inches in diameter, and spot
elevations as needed, etc. within the existing road right-of way and proposed
alignment.
2.14 The ENGINEER’s subconsultant deliverables will feature contour intervals set at
1-ft.
2.15 The ENGINEER’s sub-consultant will perform the following only for areas of the
project corridor requiring easement mapping:
2.15.1 Conduct reconnaissance and locate existing property corners and evidence
of property corners to perform existing right-of-way resolution using
existing maps and deeds with the project area.
2.15.2 Online research for all maps and documentation needed to perpetuate
existing property lines and existing rights of way. Additional Register of
Deeds’ Office research will be performed and documented as needed to
resolve property lines that are not available online.
2.16 The ENGINEER’s sub-consultant will provide a plan sheet showing field survey
data suitable for the preparation of design plans.
Easement Exhibit – The project will be constructed, operated, and maintained in existing rights-
of-way and easements, and where needed, new easements will be obtained. To assist with
acquiring the new easements, the ENGINEER’s professional survey subconsultant will prepare
survey maps of the proposed new easements to be acquired.
To efficiently prepare the maps of the proposed easements, the OWNER and ENGINEER will
work together as the project evolves and develops. The ENGINEER is not responsible for actually
obtaining easements; rather, the OWNER is responsible for obtaining easements.
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Upon completion of property deed research, the field surveying of the portions of the properties
of the project area and the preliminary engineering of the Project, including the establishment of
any underground utility locations, the ENGINEER will identify the potential locations of the
easements required for the Project. The OWNER and ENGINEER will meet to review the
preliminary engineering and potential easements. The OWNER and ENGINEER will determine
if any changes will be needed to the project or the proposed easements. Upon the OWNER
approving the easement needs and the ENGINEER receiving authorization from the OWNER to
prepare the surveys of the potential easements, the ENGINEER’s subconsultant will start the
preparation of the surveys of the potential easement exhibits for the Project. The OWNER will
compensate the ENGINEER for preparing the easement maps on a per-easement, unit cost basis,
as described below and in Part 6.0 and Attachment A of this TASK ORDER. If the number of
required easements increases to more than the number included in this TASK ORDER, additional
easements will need to be added to the TASK ORDER by amendment as an additional service.
Utilizing the finalized design plans prepared by the ENGINEER’s subconsultant, the ENGINEER
will prepare and submit to the OWNER an easement map for each affected property for the use
to begin obtaining the required easements for the Project. The ENGINEER’s subconsultant will
prepare the easement maps in accordance with the OWNER provided standards. The OWNER
intends to acquire easements for any portion of the water main alignment not in the public right-
of-way. Based upon preliminary review of the project area, and NCDOT Rights-of-Way, up to
twenty-five (25) easement exhibits are planned and budgeted for herein. The general
requirements for the easement maps shall be as follows:
2.17 Easement maps will comply with the rules set forth by the NC Board of Examiners
for Engineers and Surveyors and the NC mapping law;
2.18 Easement maps will be an exhibit to the easement agreements to be prepared by
the OWNER and will be prepared on 8.5”x11” sized paper. (8.5”x14” may be
utilized if necessary based on scale/size of the subject parcel);
2.19 All easement maps shall have a general vicinity map, which shall clearly identify
the general location of the parcels where the easement(s) shall be obtained;
2.20 All easement maps shall have distinct line types for the easement lines, which will
define the easement(s) location(s) on each parcel;
2.21 The total square footage of each easement shall be indicated on the easement
map(s);
2.22 All easement maps will identify the applicable jurisdictional boundaries;
2.23 Each parcel requiring an easement will be clearly identified with a parcel
identification number for reference to the agreement to be prepared by the
OWNER’s attorney;
2.24 One digital copy in PDF format of the easement maps will be provided to the
OWNER for use in obtaining the easements;
2.25 All easement plats shall be sealed by a Professionally Licensed Surveyor;
2.26 The OWNER will review the form and format of the proposed easement maps for
compliance with the recording requirements at the county register of deeds;
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2.27 The OWNER shall be responsible for negotiating the easements with property
owners; and,
2.28 The OWNER, shall record the easement documents and return one (1) electronic
(PDF) copy to the ENGINEER for our records.
Easement Staking: Staking (marking) of easement(s) by placing survey monuments or markers at
intervals along easement lines in order to identify and visually represent location of easement
lines. Easement staking will be to provide representation of easement lines for marking and/or
negotiation purposes. This shall include marking of property corners and boundary lines adjacent
and/or relevant to easement acquisition and/or negotiations. The ENGINEER has budgeted for a
two-person crew to provide easement staking at an estimated rate of production of 150 linear feet
of easement line per hour at a crew rate of $210 per hour. Based on this crew rate and estimated
rate of production, ENGINEER has budgeted for 20 hours of crew time for the surveyor which
would allow for the marking/staking of up to approximately 3,000 linear feet of easement line.
This crew hourly rate and assumed number of hours establishes an hourly NTE budget of $4,200
for easement staking.
Engineering Design: Utilizing the field survey and mapping as well as information resulting from
the preliminary design phase, the ENGINEER will design and prepare the drawing set(s) for the
16-inch transmission main in accordance with OWNER standards. The design includes
abandonment of the existing 6-inch water main, and the transfer of all existing water main
connections – including McCain Drive, Ethel Street, Arbor Drive, Essaw Drive, Yamasee Drive
and Linda Kay Drive – along with associated service connections and new hydrants to the
proposed 16-inch transmission main.
The ENGINEER will design the necessary reconnections, fittings, valves, hydrants, and
appurtenances required to maintain system functionality and fire protection. For the connection
at Linda Kay Drive, the design will include installation of a 16-inch by 6-inch tapping sleeve and
valve on the new 16-inch water main, crossing Old Waxhaw Monroe Road, and transitioning to
a 4-inch connection to tie into the existing water main, consistent with OWNER direction and the
assumption that a future 6-inch water main will be sufficient to meet fire flow requirements for
the neighborhood.
The ENGINEER will also prepare other contract documents necessary for subsequent phases
(permitting and bidding, including, front end documents in the form of the OWNER provided
EJCDC Sections, technical specifications, drawing set cover, notes, plan and details sheets, etc.
Final design work shall include:
2.29 Prepare horizontal and vertical geometry;
2.30 Prepare plan and profile drawing sheets for proposed waterline extension,
connections, and appurtenances. (horizontal scale of 1” = 40’ and vertical scale of
1” = 4’).
2.31 Prepare erosion control detail sheets.
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2.32 Prepare construction contract documents including the OWNER provided
standard front-end documents (EJCDC) as well as all required Federal, State, and
the OWNER documents. The ENGINEER will develop any additional contract
documents necessary for the project, for review and approval by the OWNER.
2.33 Prepare technical specifications suitable for permitting and construction.
2.34 Prepare quantities take off and opinion(s) of probable construction cost.
2.35 The ENGINEER shall provide the OWNER with monthly project design status
memoranda, which will include schedule updates and serve to document the
general progress of the final design. Memoranda shall outline any project specific
challenges, conflicts, and/or circumstances that are hindering the progress in
completing the design phase.
2.36 The ENGINEER shall submit 60% Design, and 90% Design progress sets for
waterline extension, to the OWNER for review and comment. Electronic copies
will be submitted via email. The ENGINEER’s project schedule assumes up to 14
days for the OWNER to complete a review of each submittal and provide
comments. Should the OWNER need additional time to complete their review
beyond the 14 days allocated in the ENGINEER’s schedule, the remaining project
schedule milestones shall be extended to the equivalent number of days utilized
by the OWNER to complete their review beyond the 14 days that are originally
allocated.
2.37 The ENGINEER shall meet with the OWNER one (1) time for each review to
discuss the draft submittal and comments resulting from the OWNER’s review.
2.38 Upon subsequent submittals, the ENGINEER shall maintain and provide
comments and response log to the OWNER.
2.39 Throughout the development of the design documents and concurrent with the
OWNER review, the ENGINEER shall conduct a thorough internal QA/QC review
in accordance with ENGINEER’s policies and procedures for the deliverables
outlined herein. The ENGINEER’s QA/QC review program shall be completed
prior to issuing final documents to the OWNER.
2.40 Finalize and submit design documents to the OWNER electronically (PDF), via e-
mail.
2.41 Geotechnical investigation is not included. If horizontal direction drilling (HDD)
is determined to be the most appropriate installation method, and a geotechnical
investigation is deemed to be necessary, such services can be obtained as
additional services.
Permitting: Based upon the OWNER’s approval of the 90 percent design progress submittal, the
ENGINEER will prepare and submit applications for permits to the applicable agencies necessary
to allow for the construction of the project. The ENGINEER has budgeted for up to one (1) permit
submittal. The ENGINEER shall be available to answer inquiries made by the various regulatory
agencies during the reviews of the Project. Based on the ENGINEER’s assessment of the project
scope and requirements, the following permits are scoped:
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2.42 NCDEQ- Public Water Supply Section – A Construction Permit and Approval to
Place into Operation will be required. The ENGINEER has budgeted for one (1)
permit package submittal. A permit fee is anticipated for submittal. The
ENGINEER has budgeted up to $317.00 per permit submittal.
2.43 NCDEQ – Division of Energy, Mineral, and Land Resources, Erosion and
Sediment Control – It is anticipated that an erosion control permit will be required
for this Project. The ENGINEER assumes one submittal and one resubmittal. The
ENGINEER will also attend one (1) in-person meeting at NCDEQ’s Mooresville
Office. The ENGINEER proposes utilizing NCDEQ’s Permitting Plan Review
process and has budgeted accordingly herein. Permitting fees are anticipated; the
fee for Standard Permitting Review is a total of $119.00 per acre, assuming up to
three acres of disturbed area, the ENGINEER has budgeted up to $357 in permit
fees. The ENGINEER assumes no wetland impacts. If wetland impacts are
determined to be necessary, the ENGINEER can provide additional permitting
services as an additional service.
2.43.1 The ENGINEER will provide stream classification as necessary in support
of NCDEQ Erosion and Sediment Control permitting process. The
ENGINEER will fill out Notice of Intent for execution by OWNER.
OWNER to pay Notice of Intent fee.
2.44 NCDOT Encroachment – The ENGINEER will prepare and submit an
Encroachment Agreement Package (NCDOT Form 16.1) and supporting
documentation for the new water main extension permit/bid packages. No permit
fee is anticipated.
2.45 Town of Waxhaw Encroachment – A Town of Waxhaw encroachment permit may
be required for this project. The ENGINEER will prepare and submit an
encroachment permit application, if required. The need for such a permit will be
confirmed following completion of the preliminary design phase. Any applicable
permit or agency fees and costs shall be reimbursable.
2.46 Duke Energy Encroachment – A notification and written approval for encroaching
across power transmission mains from Duke Energy is anticipated. No permit fee
is anticipated.
Permitting fees and costs as reimbursable expenses shall be limited to the actual expenditures
made by the ENGINEER during the performance of the work. Permit costs and fees paid for
securing approvals of authorities having jurisdiction over the Project are considered reimbursable
expenses and will be compensated at cost by the OWNER, subject to the not-to-exceed amount
for Permitting set forth in Section 6.1.1.
Bidding – Upon receiving the required approvals from the regulatory agencies and the OWNER,
the ENGINEER shall proceed with the Bidding portion of the project. Bidding will have no
prequalification of bidders. The ENGINEER has budgeted for up to one (1) bid pac kage/effort,
being advertised and bid no more than one (1) time. Bidding will consist of the following tasks:
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2.47 The ENGINEER shall provide to the OWNER one hard copy and one PDF (via e-
mail) of final bidding documents, including drawing set and project manual, prior
to issuance of public advertisement;
2.47 Issue a public advertisement for the project to the OWNER (advertising/listing in
a newspaper and cost of advertising in a newspaper is the OWNER’s
responsibility) and advertise in the ENGINEER’s digital plan room;
2.48 Coordinate plans and specifications distribution for bidding purposes through the
ENGINEER’s digital plan room;
2.49 Respond to Contractor questions concerning the plans and specifications;
2.50 Prepare up to two (2) addenda in response to any Contractor requests for
clarification of the bid documents and coordinate with the OWNER in review,
approval, and distribution of said addenda;
2.51 Conduct/assist the OWNER with the Bid Opening at the OWNER’s offices;
2.52 Analyze the Bids and issue a recommendation of award to the OWNER;
2.53 Issue Notice of Award to successful Contractor;
2.54 Prepare contract documents for execution by the Contractor and the OWNER and
distribute conforming copies of the construction contract documents to the
OWNER and Contractor. These services will include furnishing the Contractor
with unsigned construction contract documents, review of Contractor bonds and
insurance certificates, and transmitting the construction contract documents to the
OWNER for review and acceptance by the OWNER, signature and final
distribution to the Contractor. The ENGINEER shall distribute conformed
contract documents as follows:
2.54.1 The OWNER shall be provided with one complete half scale hard copy and
one PDF (via e-mail) of the drawings, one PDF (via e-mail) of the project
manual and five (5) hard copies of the project manual.
2.54.2 Contractor shall be provided with three hard copies and one PDF (via
email) of conformed contract documents (drawings and project manual).
2.55 The ENGINEER’s review of insurance certificates is only for the purpose of
determining if the Contractor maintains the general types and amounts of
insurance required by the contract documents and is not a legal review to
determine if the Contractor’s insurance complies with applicable requirements.
PART 3.0 ADDITIONAL SERVICES, NOT PART OF BASIC SERVICES:
The ENGINEER will perform additional services as requested by the OWNER. If the need for
such services is identified, the ENGINEER will prepare an amendment to this Task Order or
prepare a new Task Order for the OWNER’s approval. Additional Services will be performed
only upon execution of an amendment to this Task Order or a new Task Order.
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PART 4.0 OWNER'S RESPONSIBILITIES:
The OWNER shall be required to provide the ENGINEER, or has already provided to the
ENGINEER the following:
4.1 Access to the project site(s);
4.2 Available utility as-built, GIS, water model and CAD data for mapping purposes;
4.3 Assistance, as needed, with providing and/or confirming property records, and;
4.4 List of applicants and water utility customers based upon the OWNER’s billing
data.
PART 5.0 PERIODS OF SERVICE:
ENGINEER will endeavor to complete each phase of the Task Order, as specified below, within
the time specified below upon written notification from by the OWNER:
5.1 Survey Month 1 – 3
5.2 Preliminary Engineering Month 1 – 3
5.3 Design Month 3 – 7
5.4 Easement Mapping & Acquisition Immediately upon completion
of 90% documents, or sooner, as
approved by OWNER.
5.5 Permitting1 Immediately upon Completion of
90% documents, as approved by
OWNER.
5.6 Bidding2 Immediate Upon Completion of
Permitting.
Notes:
1.The ENGINEER will submit all project elements for permitting as
shown in the above referenced time frame. The ENGINEER does not
guarantee that permits and/or encroachments shall be issued within
said time frame.
2.Bidding services shall be provided to the OWNER by the ENGINEER
in accordance with the schedule dictated by the OWNER.
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PART 6.0 PAYMENTS TO ENGINEER:
6.1 Payment for Basic Services:
6.1.1 Basic Services. The OWNER shall pay the ENGINEER for services set forth
in Part 2.0, Scope of Services, on an hourly, not to exceed (NTE) basis, as
set forth in Section 6.1 of the Agreement, not to exceed $304,300.00 as
outlined below:
Project Management & Planning (HNTE) $ 22,400.00
Preliminary Engineering (HNTE) $ 11,400.00
Field Survey & Mapping (HNTE) $ 81,000.00
Easement Exhibits, up to 25 (HNTE) $ 33,400.00
Easement Staking, up to 3,000 LF (20 hours) (HNTE) $ 4,200.00
Engineering Design (HNTE) $ 100,000.00
Permitting (Reimbursable expenses and hourly fee with a total NTE) $ 37,400.00
Bidding (HNTE) $ 14,500.00
TOTAL $ 304,300.00
6.1.2 For Hourly, Not to Exceed (HNTE) Fee work, the ENGINEER will bill the
OWNER on the last day of each month for the labor and expenses incurred
during that month. All hourly fee work will be charged based upon the
labor category performing the work and corresponding hourly rate set
forth in “Attachment A,” which is incorporated herein by reference.
6.1.3 Additional Services. The OWNER shall pay the ENGINEER for additional
services, which are not specifically called for in Part 2.0, Scope of Services,
in accordance with the ENGINEER’s standard rates. Additional Services
will be paid only upon execution of an amendment to this Task Order or a
new Task Order.
6.2 Payment for Additional Services:
Payment for Additional Services outside of the Basic Services Scope of Work
as defined in Part 2 above, shall be based upon a mutually agreed upon fee
using a firmly defined scope of services. No work outside of the Basic
Services will be performed without a fully executed amendment to this Task
Order.
*Per Diem,
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This Task Order is executed this________________________.
OWNER ENGINEER
UNION COUNTY, W.K. DICKSON & CO., LLC. d/b/a Ardurra Group
North Carolina
NORTH CAROLINA
By: By:
Name: Brian W. Matthews Name: Jeremy L. Brashears, PE
Title: County Manager Title: Group Leader
Address: 500 N. Main St. Address: _ 1213 W. Morehead St., Ste. 300
Monroe, NC 28112 Charlotte, NC 28208
Approved as to Legal Form:This instrument has been preaudited in the manner
required by the Local Government Budget and
Fiscal Control Act.
Deputy Finance Officer
BTI
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ATTACHMENT A
2026 RATE SCHEDULE
LABOR 2026
Principal $304.00 /hr.
Practice Director $304.00 /hr.
Senior Consultant $273.00 /hr.
Group Leader $278.00 /hr.
Senior Project Manager $268.00 /hr.
Senior Electrical Engineer $273.00 /hr.
Project Manager $241.00 /hr.
Engineering Manager $241.00 /hr.
Associate Project Manager $226.00 /hr.
Senior Project Engineer $241.00 /hr.
Project Engineer $194.00 /hr.
Electrical Engineer $210.00 /hr.
Engineering Associate II $152.00 /hr.
Engineering Associate I $136.00 /hr.
Senior Project Controller $173.00 /hr.
Project Controller $157.00 /hr.
Senior Scientist $178.00 /hr.
Scientist $157.00 /hr.
Senior Planner $220.00 /hr.
Planner $163.00 /hr.
Senior Engineering Designer $173.00 /hr.
Engineering Designer 2 $157.00 /hr.
Engineering Designer 1 $126.00 /hr.
Senior GIS Analyst $184.00 /hr.
GIS Analyst $157.00 /hr.
GIS Technician $136.00 /hr.
Senior Construction Observer $163.00 /hr.
Construction Observer $136.00 /hr.
Senior Funding Support Specialist $152.00 /hr.
Funding Support Specialist $142.00 /hr.
Senior Project Administrator $136.00 /hr.
Project Administrator $105.00 /hr.
EXPENSES
Reproductions Cost
Mileage IRS Rate
Telephone, Postage Cost
Travel (Meals/Lodging) Cost
Subconsultants Cost + 10%
Special Owner Requested Computer Software (1) Cost + 10%
Note: The above rates are effective January 1, 2026. We reserve the right to revise to reflect inflationary increases. Int ______
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Budget TableArdurra16-in WM -Old Providence RdLabor CategoryALL304,243$ 192,269$ 111,974$ 944 203.78$ 13 117 248 47 394 31 - 44 38 12 Total Total Total Total Labor Ave Principal Sr.PM - JRB SPE PE ED-2 Admin. P.Cntrller EM-1 SC - Varj. Env. ScPhase and/orCostLabor CostODC HoursHourly Rate304.00$ 268.00$ 241.00$ 194.00$ 157.00$ 105.00$ 157.00$ 241.00$ 273.00$ 178.00$ Task Code Task Description$$$$ Enter hours (not $) below- - - - _Mgmnt. & Planning ($22,400)- - - - Project Development, Mgmnt., research, etc.6,832 6,802 30 28 242.93 2 16 4 6 Review of existing cond & project data provided by Owner 4,202 4,202 - 20 210.10 2 10 8 Kick-off meeting w/OWNER (In person at Owner's office) 3,352 3,292 60 16 205.75 4 4 8 Meeting Minutes and Initial Schedule Deliverable1,933 1,933 - 10 193.30 1 3 6 Invoicing & Project Accounting & Schedule Updates (~9 months)6,082 6,082 - 24 258.81 5 5 14 - - - - _Preliminary Engineering ($11,400)- - - - Review NCDOT ROW Inquiry w/ Alignments1,383 1,378 5 7 196.86 1 2 4 Review Hydrant FF data2,637 2,637 - 12 219.75 1 5 6 Preliminary Wetland Determination2,909 2,859 50 15 190.60 3 12 Site Visits & Field Routing, Constructability Review4,478 4,202 276 20 210.10 2 2 8 8 - - - - _Field Survey & Mapping ($120,800) - - - - Survey subconsultant Coord. & Management5,565 5,495 70 31 177.26 8 18 5 Level B SUE20,444 - 20,444 - Survey Route Confirmation (Post SUE B)3,360 3,360 - 15 224.00 1 2 6 6 Survey51,557 - 51,557 - Easement Plats33,413 - 33,413 - Easement Staking (up to 20 hours @ $210 per hour)4,200 - 4,200 - - - -- _Design Services ($100,000)- - - - General Drawing setup - Cover sheets, vics, etc.10,870 10,870 - 56 194.11 4 4 10 30 8 Plan Sheets27,633 27,588 45 146 188.96 6 20 100 20 Detail Sheets7,134 7,134 - 40 178.35 2 2 32 4 Stakeholder Coord. (Duke, DOT, etc.)6,332 6,332 - 28 226.14 2 12 10 4 Erosion Control Design and Details10,564 10,564 - 59 179.05 6 9 40 4 Front End Contract Documents4,112 4,112 - 20 205.60 4 10 6 Technical Specifications5,848 5,848 - 28 208.86 4 12 12 Quantities/OPC5,376 5,376 - 26 206.77 2 4 12 6 2 Owner submittal & Comments Review/implimentation4,798 4,678 120 22 212.64 8 4 10 Ardurra QA/QC Review of each package7,815 7,770 45 30 259.00 6 6 9 9 Implement Comments & Finalize Submittal9,525 9,525 - 51 186.76 6 12 30 3 - - - - _Permitting ($37,400)- - - - NCDEQ Public Water Supply - ATC2,883 2,433 450 11 221.18 2 6 2 1 NCDEQ Erosion Control - Express Review (up to 3 ac.)8,641 8,341 300 39 213.87 2 24 10 2 1 Meetings at Mooresville DEQ Office, up to 12,805 2,705 100 11 245.91 2 8 1 NCDOT Encroachment (Estimate 1 package)3,817 3,817 - 22 173.50 1 2 18 1 Town of Waxhaw Encroachment 3,039 3,039 - 17 178.76 2 2 10 2 1 Duke Energey Trans Encroachment 4,256 4,256 - 20 212.80 4 8 8 Address Permitting Comments and update CDs11,926 11,896 30 58 205.10 8 20 6 24 - - - - _Bidding ($14,500) - - - - Draft Advertisement & List Plans842 746 96 4 186.50 2 2 Contractor Inquiries3,186 3,156 30 14 225.43 2 8 2 2 Prep & Issue Addenda (up to 2)3,156 3,156 - 14 225.43 2 8 2 2 Bid Opening, Tabulation, & Letter of Rec. (2)2,131 1,951 180 9 216.78 2 4 2 1 Review bid, quals, references, etc. 1,473 1,473 - 6 245.50 1 4 1 Coord. Contract Execution & Award1,174 1,174 - 6 195.67 4 2 Prep & Provide RFC CDs2,561 2,087 474 9 231.89 2 6 1 - - - - - - - - Total304,243$ 192,269$ 111,974$ 944 203.78 13 117 248 47 394 31 - 44 38 12 ALLTO 8678-07_16-in WM_PlanTrax 4.7 V2 5/12/2026Budget1 of 1,um:rax® I .:J BInt ______83
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-365 Agenda Date:7/20/2026
TITLE:..title
Contract - Forest Park Gravity Sewer and Force Main Replacement Design
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Authorize the County Manager to 1)negotiate and execute an agreement 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:
July 14, 2025, Regular Meeting, Agenda Item # 25-436 - Approved Contract - Forest Park Pump
Station Expansion - Force Main and Pump Station Evaluation - Task Order 8686-05.
BACKGROUND:
The Union County Water Capital Improvement Program (CIP)includes an allocation for the design
and construction of upgrades to the Forest Park Pump Station and Force Main as identified in the
2025 Master Plan.The previously approved evaluation confirmed sizing requirements for the pump
station,force main,and gravity sewer to increase the system peak capacity to 2.4 million gallons per
day as recommended in the 2025 Master Plan.This task order provides design,permitting,and
bidding services for the project upgrades consisting of approximately 2,200 linear feet of 12-inch
gravity sewer and 4,000 linear feet of 12-inch sewer force main.
CDM Smith has been selected to provide engineering services for Task Order 8686-08 Forest Park -
Gravity Sewer and Force Main Replacement Design.CDM Smith was chosen from a list of vendors
previously selected from RFQ 2024-021 -Engineering Services for Water and Wastewater System
Improvements to provide these services for Union County Projects.
FINANCIAL IMPACT:
The total cost of the Task Order 8686-08 with CDM Smith is $644,640.00.Sufficient funds are
available in Capital Account Program 60185082 -Forest Park Pump Station,Force Main &
Interceptor Improvements.
Union County, NC Printed on 7/7/2026Page 1 of 1
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APPENDIX
EXHIBIT A
This Task Order pertains to an Agreement by and between Union County (OWNER) and CDM Smith
Inc. (ENGINEER), dated January 1, 2024 (“the Agreement”). ENGINEER shall perform services on
the Project described below as provided herein and in the Agreement. This Task Order shall not be
binding until it has been properly signed by both parties. Upon execution, this Task Order shall
supplement the Agreement as it pertains to the Project described below.
TASK ORDER NUMBER: 8686-08
RFQ NUMBER: 2024 -021
PROJECT NAME: Forest Park – Gravity Sewer and Force Main Replacement
Design
PART 1.0 PROJECT DESCRIPTION
The April 2025 Forest Park Pump Station Flow Modeling and Capacity Analysis Study (Study),
prepared by ENGINEER, identified a projected 2040 capacity requirement of 2.4 million gallons per
day (mgd) for the Forest Park Pump Station. This projected demand is consistent with OWNER’s
Wastewater Collection System Master Plan prepared by Brown and Caldwell.
The Study determined that a pump station and Force Main sizing alternatives analysis was
necessary to confirm pump sizing, evaluate Force Main upsizing requirements, and assess
associated ancillary upgrades, including variable frequency drives (VFDs), standby power
generation, and incoming electrical service.
In addition, the Study identified the need to upsize approximately 2,069 linear feet of the existing 8-
inch southern gravity sewer to a combination of 10-inch and 12-inch pipe between Manhole 561
and Manhole 4280. At OWNER’s request, ENGINEER prepared a Pump Station and Force Main
Alternatives Evaluation to address system needs and establish design criteria to advance the
Project into preliminary and final design.
Based on Alternative 2 identified in the Pump Station and Force Main Alternatives Evaluation
(previous phase, TO 8686-05), OWNER is requesting ENGINEER to prepare a Gravity Sewer and
Force Main Replacement Design package. The design will include replacement of approximately
2,200 linear feet of existing 8-inch gravity sewer with 12-inch gravity sewer and approximately
4,000 linear feet of existing 8-inch Force Main with 12-inch Force Main, recognizing that both
pipeline assets are located within the same 30-foot easement.
PART 2.0 SCOPE OF BASIC SERVICES TO BE PROVIDED BY ENGINEER ON THE PROJECT
Basic Services to be provided by ENGINEER under this Agreement include the following:
Task 100 – Project Management and Initiation
Task 200 – Field Review
Task 300 – Survey and Mapping
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Task 400 – Design
Task 500 – Permitting
Task 600 – Bidding and Award
The detailed scope of services for the basic services included under this Task Order (Tasks 100
through 600) follows.
TASK 100 PROJECT MANAGEMENT AND INITIATON
The Project Management task includes those activities involved with the detailed planning and
subsequent monitoring and control of the Project. In addition to ENGINEER’s normal in-house staff
management and job tracking procedures, the following subtasks will be considered Project
Management services:
101 Develop Detailed Project Schedule
ENGINEER will develop a schedule for engineering activities based on the tasks outlined in
this Scope of Services. The schedule will be reviewed with OWNER and finalized, with
copies sent to OWNER. The schedule will be developed using Microsoft Project software,
which will also be used during the duration of the Project.
The schedule will incorporate interim deliverables and review periods for the following:
60-, 90-, and 100-percent design packages and review meetings
Final bid ready documents
2 – Week Review Time for OWNER
Construction cost estimates at 60-, 90- and 100-percent deliverables
OWNER and permitting agency review periods
102 Project Initiation
A hybrid Project kickoff meeting will be held with OWNER to discuss Project schedule,
administrative procedures, respective responsibilities, communications, OWNER contacts,
OWNER expectations, progress reporting, data collection, and other Project matters as
appropriate. Key stakeholders of OWNER and ENGINEER’s team are expected to attend.
103 Project Meetings
ENGINEER has assumed the following meetings:
· Hybrid Kickoff Meeting.
· Hybrid Gravity Sewer and Force Main Replacement 60-Percent Review Meeting.
· Hybrid Gravity Sewer and Force Main Replacement 90-Percent Review Meeting.
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· Hybrid Gravity Sewer and Force Main Replacement 100-Percent Design Review
Meeting.
TASK 200 FIELD REVIEW
Related field review subtasks are described below.
201 Field Reconnaissance
Evaluate, through field investigation, the potential impacts of the proposed improvements
and upsizing on OWNER’s existing facilities, adjacent utilities, structures, traffic patterns,
and public and private properties.
Perform field walkthroughs of the existing gravity sanitary sewer and force main to identify
easement requirements necessary to accommodate the proposed upsizing and
improvements. It is anticipated that the upsized gravity sewer and force main can generally
be constructed within the existing 30-foot permanent easement by removing the existing
gravity sewer and replacing it with the new 12-inch pipeline along the same alignment, with
downstream piping activated progressively as construction advances. Evaluate whether
replacement within the existing trench is the most appropriate approach or if a parallel
alignment would be more effective in reducing bypass costs. Existing air valves will be
assessed to identify any required repairs or replacements and to verify that valve sizing on
the downstream force main is adequate for the anticipated increased flow conditions. The
general alignment of the existing sewer and proposed upsizing is illustrated in Figure 1,
which is attached and incorporated herein by reference.
202 Preliminary Design Technical and Constructability Reviews
ENGINEER shall facilitate a technical and constructability review workshop to confirm that
the proposed design criteria are technically sound, constructible, and cost-effective. The
workshop will be attended by the Technical Review Committee (TRC), consisting of senior
engineering and construction professionals. OWNER may participate in the review session
at their discretion. The review will also include evaluation of Specifications Divisions 00 and
01.
TASK 300 SURVEY & MAPPING
ENGINEER and its survey subconsultant shall perform surveying services to provide
accurate information as to the horizontal and vertical locations of existing structures, land
features, property identification, utilities, etc. within the fence line of the existing Forest
Park pump station in order to allow the proper design of the improvements.
Surveying services will be conducted along the existing Forest Park Pump Station incoming
gravity sewer and discharge force main. It is assumed that the surveying services will
provide a planimetric and topographic survey for the Project corridor. The Project corridor
is approximately 4,300 LF, 60-feet wide along the existing force main and gravity sewer
alignment.
Surveying shall be in accordance with current North Carolina surveying standards and
conducted using conventional, GPS, or other accepted methods. Local benchmark(s) as
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established by the National Geodetic Survey shall be used to establish horizontal and
vertical control within the Project limits.
Horizontal Datum shall be: NC State Plane Coordinates NAD83
Vertical datum shall be: NAVD 88
Related subtasks are described below:
301 Field Survey
ENGINEER shall perform field survey services to locate and document the horizontal and
vertical positions (as applicable) of visible and exposed features within the Project limits.
This includes paved surfaces (with pavement type identified); stormwater infrastructure
such as culverts (including size, inverts, headwalls, inlet and junction boxes) and ditches
(top and bottom of banks); utility appurtenances including power poles and guy wires,
electric boxes, gas valves and meters, water valves and meters, fire hydrants, sewer
cleanouts, exposed piping (with type, diameter, and material identified), cable boxes, and
telephone pedestals; as well as fences, signage, mailboxes, tree and brush lines, and other
miscellaneous aboveground improvements.
All trees measuring 18 inches in diameter or greater shall be field located, with size and
species identified. Existing sanitary sewer manholes within the Project limits shall also be
located and inventoried. Creek and stream features will be identified and mapped.
The survey subconsultant shall research and identify, where information is available, all
applicable State, County, and City/Town rights-of-way, as well as obvious and apparent
utility easements within the Project limits.
ENGINEER will coordinate with Sweetwater Utility Exploration (SUBCONTRACTOR) to
locate and mark existing utilities at the pump station, and portions of the alignment near
Highway 74 and the Monroe Expressway. SUBCONTRACTOR will perform approximately
ten (10) soft digs (Level A) to verify subsurface utility locations. In addition to the soft digs,
Level B SUE will be performed along the corridors, and coordination with NC811 will be
included. All SUE markings, soft dig results, and field-delineated wetlands or streams within
the corridor will be incorporated into the survey deliverables.
Easement staking services will be provided for up to twenty-three (23) parcels. Staking will
include placement at easement angle points and termini, with intermediate stakes placed at
typical intervals consistent with standard surveying practice. The budget assumes all 23
parcels are authorized for staking concurrently and completed under a single mobilization.
Additional mobilizations may require a scope amendment.
OWNER will be responsible for notifying affected property owners of the proposed field
work to be performed on their properties. Any additional services not specifically identified
herein, including revisions resulting from changes in Project limits or regulatory
requirements, may be provided under a separate authorization or contract amendment, if
requested by OWNER.
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302 Easement Mapping
Existing easements will be mapped, and easement exhibit plats will be prepared for an
estimated twenty-three (23) parcels extending from the existing pump station site to
Richard Baker Drive. Parcels not included in the survey effort will be represented using
Union County GIS parcel data for adjacent parcels. ENGINEER will conduct partial boundary
surveys for parcels requiring easements, with property lines adjacent to the easements
surveyed in the field. Remaining portions of those parcels, as well as adjoining parcels, will
be shown using Union County GIS data and depicted as dashed lines. Verification of
compliance with NC Statutes will be performed.
Properties requiring easement shall have easement maps prepared at an appropriate scale
for presentation on 8-1/2 x 12 sheets for acquisition in accordance with OWNER’s
standards and suitable for recording. Ties to property corners and details of the easement
and temporary construction easements shall be shown. Maps shall be generated from the
same file as the construction documents. Maps shall indicate area of permanent, temporary,
and total easement and total area of property.
303 Geotechnical Investigations
Geotechnical services are included to enhance bid quality and reduce uncertainty. Although
replacement of the FM and GS is generally anticipated to occur along the existing alignment,
with downstream piping placed into service incrementally as construction progresses, the
ENGINEER will evaluate whether installation within the existing trench is the most effective
approach or if a parallel alignment would better minimize bypass requirements and
associated costs.
The geotechnical investigation will include six (6) standard penetration test (SPT) borings
and up to two (2) rock cores along the alignment. Laboratory testing will be performed to
classify the soil and determine the best construction practices for the subsurface conditions.
The findings of this evaluation will be documented in an interpretive geotechnical report,
which will inform the recommended approach.
In addition to the geotechnical investigation and interpretive report, seven (7) technical
specifications will be developed to support the construction recommendations: Soils and
Aggregates for Earthwork, Geotextiles for Earthwork, Geotechnical Instrumentation and
Monitoring, Rock Removal, Dewatering, Trenching and Backfilling, and Excavation Support.
TASK 400 DESIGN
ENGINEER shall develop 60, 90, and 100 percent design plans for a new 12-inch sanitary
gravity sewer and 12-inch force main to replace the existing infrastructure. The design will
generally maintain the existing pipeline alignment while addressing hydraulic capacity
requirements, constructability considerations, and applicable regulatory and utility
coordination needs.
401 Design Drawings and Specifications
ENGINEER shall prepare Contract Documents consisting of 60 percent, 90 percent, and final
design (i.e., 100%) drawings and technical specifications that clearly define the scope,
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extent, and nature of the work to be constructed and furnished by the Contractor.
Specifications shall be developed, as appropriate, in general conformance with the 50-
division format of the Construction Specifications Institute. One complete set of Contract
Documents will be produced, incorporating all necessary drawings, specifications, and
supporting materials required for bidding and construction. The Contract Documents shall
include the following:
Sediment and erosion control requirements.
Relevant environmental features and special provisions related to construction.
Details for pipe installation including modifications to existing joint restraint system as
required for changes in operating conditions.
Prepare combined plan and profile drawings at a scale of 1 inch equals 40 feet scale for the
proposed 12-inch gravity sewer and 12-inch force main. The gravity sewer is anticipated to
be approximately 2,200 linear feet and the force main approximately 4,000 linear feet. The
anticipated deliverables include One (1) Cover sheet, two (2) General sheets, one (1) Site
Plan sheet, eight (8) Plan and Profile sheets for gravity sewer and force main, and five (5)
Detail sheets. .
One Sheet to provide details on abandonment of approximately 1,250 LF of existing force
main from the tee connection at the intersection of Independence Blvd. and Smith Farm
Road down to approximately 13703 Independence Blvd. 8” plugs will be installed on both
ends and the force main will be abandoned in-place.
Surge analysis of the existing force main and associated air valve system under both near-
term and future flow conditions. The analysis will be conducted to evaluate transient
pressures, determine surge mitigation requirements, and confirm appropriate sizing and
selection of air release and vacuum valves associated with the proposed pipe modifications.
The surge analysis will also evaluate operational impacts resulting from increased pump
flow rates.
The pump station and piping will be part of the surge analysis of the force main. Although
not anticipated, there could be potential changes to items such as existing air valves.
Prepare construction bid documents to include general and special conditions, bid
advertisement, measurement and payment description, special requirements for
construction, and technical specifications. OWNER’s standard front end and bidding
documents will be utilized. ENGINEER will prepare the technical specifications.
Design milestone submittals will be at 60%, 90%, 100%, and Bid Ready Documents.
The Proposed Drawing List follows:
1. Cover sheet
2. G-1 Index of Sheets, Symbols, Abbreviations, and General Notes
3. G-2 Gravity Sewer/Force Main Key Sheet
4. C-1 Pump Station Site Plan
5. C-2 Plan and Profile Sheet 1 Gravity Sewer & Force Main
6. C-3 Plan and Profile Sheet 2 Gravity Sewer & Force Main
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7. C-4 Plan and Profile Sheet 3 Gravity Sewer & Force Main
8. C-5 Plan and Profile Sheet 4 Gravity Sewer & Force Main
9. C-6 Plan and Profile Sheet 5 Gravity Sewer & Force Main
10. C-7 Plan and Profile Sheet 3 Force main
11. C-8 Plan and Profile Sheet 4 Force main
12. C-9 Plan and Profile Sheet 5 Force main
13. CD-1 Misc. Civil Details I
14. CD-2 Misc. Civil Details 2
15. CD-3 Misc. Civil Details 3
16. CD-4 Misc. Civil Details 4
17. CD-5 Thrust Block Force Main Abandonment Details
402 Opinion of Probable Construction Cost (OPCC) Estimates
ENGINEER shall provide OPCC estimates at the 60-, 90- and 100-percent design stages of
the Project.
403 Design Technical and Constructability Review
At approximately the 60-percent completion stage of the drawings and specifications,
perform a Technical and Constructability Review. Conduct a workshop to discuss any
adjustments to the design or Contract Documents. At 100-percent completion stage, the
“front end” Contract Documents shall be complete for OWNER’s review based on OWNER-
provided front end and bidding documents, and a 2-week review shall be included in the
Project schedule for the OWNER. Thereafter, ENGINEER shall bring the documents to
completion.
TASK 500 PERMITTING
ENGINEER shall assist OWNER in securing permits associated with the Project including the
following subtasks:
501 Regulatory Review
ENGINEER shall finalize the list of permits and approval requirements based on the
information collected during the field review. Where necessary, ENGINEER shall discuss the
proposed Project with the applicable regulatory agencies to fully define the permit
requirements and identify major permitting issues that must be resolved. A permitting
strategy shall be developed to address the major issues identified and facilitate the permit
acquisition process.
502 Prepare and Submit Permit Applications
Applications for the required permits and approvals shall be prepared for submittals to the
respective agencies. ENGINEER will prepare and submit the permitting packages on behalf
of OWNER. This Scope of Work assumes the following:
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Preparation and coordination of the North Carolina Department of Environmental Quality
(NCDEQ) Sediment and Erosion Control Permit and the National Pollutant Discharge
Elimination System (NPDES) Stormwater General Construction Permit.
Preparation and submittal of the NCDEQ Pump Station and Gravity Sewer Fast Track Sewer
Extension Permit, as applicable to the proposed improvements.
Coordination and preparation of permit applications for local jurisdictional approvals,
including:
The ENGINEER will prepare permit applications for applicable construction and
development activities. This includes zoning permits, which are required for all
construction projects and are issued by the Planning Department for compliance with
zoning regulations for new construction, renovations, and accessory structures. In
addition, the ENGINEER will prepare environmental permit applications, as required,
for activities such as construction or modifications to existing structures, in
coordination with the Department of Environmental Quality (DEQ).
North Carolina Department of Transportation (NCDOT) Encroachment Permit, where the
Project impacts state-maintained roadways.
Environmental permitting support for stream and wetland crossings, including:
ENGINEER will delineate jurisdictional streams and wetland boundaries in the Project
corridors according to the 1987 US Army Corps of Engineers (USACE) Wetland
Delineation Manual, significant nexus (Rapanos) forms, and Navigable Water Protection
Rule of 2020 as needed. Jurisdictional areas will be flagged in the field for confirmation
by USACE and/or the NC Division of Water Resources (DWR). Upon completion of the
site visits, ENGINEER will prepare a Preliminary Jurisdictional Determination request
and will contact a representative of USACE to schedule a site visit to approve the
delineation for the construction package. This Task includes a one-day site visit for the
construction package with the USACE (and DWR as applicable) representative to verify
and approve ENGINEER’s delineation. Upon confirmation by USACE, ENGINEER will
engage a licensed surveyor to survey the delineation flagging and will incorporate this
information in the overall Project survey.
Delineation support including GPS data collection, coordination with the surveyor to
ensure features are accurately mapped, desktop review of threatened and endangered
species and habitat, and
A Floodplain Development Permit (FDP) from Union County and the Town of Stallings is
anticipated based on the current understanding of the pump station location and the
proposed gravity sewer and force main alignments. It is assumed that an FDP will be
required and that no Letters of Map Revision (LOMR) or Conditional Letters of Map
Revision (CLOMR) will be necessary
An Environmental Assessment (EA) is assumed to not be required for the Project.
Stream, creek, and wetland crossings associated with the gravity sewer are assumed to be
constructed primarily using open-cut trenching methods, qualifying the crossings for
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Nationwide Permits rather than Individual Permits, and mitigation fees and services are not
included in this Scope of Work.
This Scope of Work assumes one (1) environmental field visit; additional field visits,
expanded delineation efforts, or agency-requested revisions beyond the assumed
permitting pathway are not included.
ENGINEER shall advance payment of all required permitting, review, and application fees
associated with the Project and shall be reimbursed by the OWNER. The permit fee is
estimated at $8,100 and is included in the total Project cost as an allowance.
503 Agency Meetings and Coordination
ENGINEER will coordinate with the regulatory agencies as necessary throughout the permit
application and review process. This shall include up to two regulatory agency meetings. As
part of this subtask, once the permit applications are submitted, ENGINEER shall maintain
contact with the regulatory agencies to monitor and, where possible, facilitate the review
process.
TASK 600 BIDDING AND AWARD
ENGINEER shall perform the following services related to Biding and Award. One bidding
phase for a single construction contract is included. This Scope of Work assumes that a pre-
qualification process for bidders and a re-bid will not be required.
601 Assist OWNER in advertising for construction and maintain a record of prospective bidders
to whom Contract Documents have been issued, attend and conduct a pre-bid conference
and receive and process deposits for Contract Documents.
602 Prepare addenda as appropriate to interpret, clarify, or further define the Contract
Documents. Addenda may be issued by ENGINEER or OWNER. Provide one hard copy of the
Contract Documents and an electronic copy in PDF format to the Owner.
603 Consult with and advise OWNER to determine the acceptability of substitute materials and
equipment proposed by Contractor(s) when substitution prior to the contract award is
allowed by the Contract Documents.
604 Attend and conduct the bid opening and prepare certified bid tabulation. Evaluate bids or
proposals and assemble contracts for construction, materials, equipment, and services.
Assist OWNER in contract award process.
PART 3.0 ADDITIONAL SERVICES (NOT BUDGETED):
ENGINEER agrees to perform out-of-scope services as requested by OWNER and as may be
determined throughout the life of this Project. If the need for such services is identified, ENGINEER
will prepare an amendment to this Task Order or a new Task Order that will include a scope, fee,
and schedule and will submit to OWNER for approval. If approved, Additional Services will be
performed upon execution of a Task Order Amendment or new Task Order.
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PART 4.0 OWNER’S RESPONSIBILITIES:
The responsibilities of OWNER as described in this Task Order 8686-08 are as follows:
Provide ENGINEER with reasonably available existing pump station operation data, records,
record drawings, operations manuals, etc.
Arrange for access to sites reasonably.
OWNER shall provide a compiled set of review comments within two (2) weeks of receipt of
deliverables.
PART 5.0 PERIOD OF SERVICE:
ENGINEER shall complete the services described herein with the following assumed schedule:
Full Survey and SUE Completion: 3 months from NTP
60% Design Submittal: 2.5 months from Full Survey and SUE Completion
90% Design Submittal: 2.5 months from receipt of OWNER review comments on the 60%
Design Submittal
100% (Final) Design Submittal: 2 months from receipt of OWNER review comments on the
90% Design Submittal
Receive all Permit approvals: 4 months from 100% (Final) Design Submittal
Receive all Easements: 12 months from 90% Design Submittal
Bid-Ready Package: 2 months from permit and easement completion
The above schedule assumes that development of easement plats will occur after the 90% design
submittal. ENGINEER assumes that none of the easements will require condemnation. ENGINEER is
not responsible for any delays due to permit agency requirements or approvals, easement
acquisition, or any other items that are outside of ENGINEER’s control. If materially significant
schedule delays occur, OWNER and Engineer will negotiate in good faith concerning a
compensation adjustment for ENGINEER.
PART 6.0 PAYMENTS TO THE ENGINEER:
As complete compensation for the engineering services described in the Agreement and Task Order
8686-08, ENGINEER will be paid on a per diem (hourly not to exceed (HNTE)) basis for the services
listed herein. The HNTE fee for this scope of services is $644,640 as complete compensation for the
services described in Tasks 100 through 600.
All hourly work fee will be charged monthly based upon the personnel classifications performing
the work and corresponding hourly rate set forth in the attached estimated hourly fee breakdown
incorporated herein by reference as Attachment A. Labor and expenses for this task order will be
invoiced according to Attachment C, which is attached and incorporated herein by reference.
Subconsultant services will be invoiced as set forth in Attachment B, which is attached and
incorporated herein by reference, and Section 6.1.5 of the Agreement.
94
Revised: 04/03/2026 A-11
ENGINEER shall not exceed the established Upper Limit of Compensation for the Project. However,
the ENGINEER is not bound to individual task-level budget limits and may reallocate funds between
tasks as necessary to effectively complete the scope of services, provided the overall Upper Limit is
not exceeded.
UC Water
Forest Park - Gravity Sewer and Force Main Replacement
Task Number Task Name
Estimated Task
Amount
100 Project Management and Initiation $53,510
200 Field Review $48,080
300 Survey & Mapping $210,562
400 Design $199,218
500 Permitting $110,190
600 Bidding and Award $23,080
Total $644,640
PART 7.0 OTHER:
None
This Task Order is executed this _____________________________.
UNION COUNTY,
NORTH CAROLINA
By: By:
Name: Name: Glendon J. Fetterolf, P.E.
Title: Title: Associate
Address: 500 N. Main Street Address: 4600 Park Road, Ste. 240
Monroe, NC 28112 Charlotte, NC 28209
Approved as to Legal Form: BTI This instrument has been preaudited in the mannerrequired by the Local Government Budget and FiscalControl Act._____________________________________________Deputy Finance Officer
95
Revised: 04/03/2026 A-12
Figure 1: General Gravity Sewer and Force Main Alignment
96
Attachment A
Classification
Subject
Matter
Expert
Officer/Technical
Specialist III
Principal/Associate
/Technical
Specialist II/Project
Manager IV
Project
Manager III/
Technical
Specialist I
Professional
III/Project
Manager II
Professional
II/Financial
Accounting
Professional I Designer
Drafter
Senior Project
Administration
Project
Administration
Total
Hours
Total Labor
Dollars
Other Direct
Costs/Expenses
Permitting
Allowance
Subconsultant
Services (with
10% Markup)
Total Cost
$325 $310 $275 $240 $205 $165 $140 $130 $145 $115
Task Number Task Name
Task 100 Project Management and Initiation 6 16 27 71 29 6 32 4 80 271 $52,510 $1,000 $53,510
Task 200 Field Review 24 44 24 36 72 18 218 $47,080 $1,000 $48,080
Task 300 Survey and Mapping 16 31 30 116 6 8 207 $34,810 $1,000 $174,752 $210,562
Task 400 Design 50 30 52 103 105 415 413 58 32 1258 $199,218 $500 $199,218
Task 500 Permitting 12 82 27 20 24 434 12 599 $110,190 $2,500 $8,100 $110,190
Task 600 Bidding and Award 14 24 48 28 126 $23,080 $1,000 $23,080
6.00 102.00 199.00 219.00 242.00 207.00 1063.00 423.00 70.00 148.00
Union County Water
Forest Park Gravity Sewer and Force Main Replacement Design
Total Hours
2026 Billing Rates
Total Project Cost $644,640
2679.00
97
Attachment B
Subconsultants Cost
Qty Unit Cost Markup Cost
Survey Services 1 142,200.00$ 10%$156,420.00
Geotechnical Drilling and
Laboratory Testing Services 1 $16,665.00 10% $18,332.00
Total Subconsultants Cost $174,752.00
98
2026 HOURLY RATE & COMPENSATION SCHEDULE
Hourly Billing Rates
Classification: 2026 Billing Rates
Subject Matter Expert $325
Officer/Technical Specialist III $310
Principal/Associate/Technical Specialist II/Project Manager IV $275
Project Manager III/ Technical Specialist I $240
Professional III/Project Manager II $205
Project Manager I $185
Professional II/Financial Accounting $165
Professional I $140
Senior Designer $155
Designer Drafter $130
Senior Project Administration $145
Project Administration $115
1) The above rates include salary costs, overhead, and profit.
2) Hourly rates shall be reviewed in December of each year by ENGINEER, and adjusted, subject
to OWNER’s approval, to reflect the appropriate rates and charges for the next calendar year.
In January of each year, ENGINEER will submit to OWNER for approval proposed hourly
rates for the following year.
3) Reimbursable project expenses (such as printing, postage/shipping, etc.), incurred under
Hourly or Per Diem will be billed to OWNER at cost. All vehicle mileage shall be billed at
rates allowed by IRS.
4) Subconsultants employed by ENGINEER will be billed to the OWNER at cost plus 10%
markup.
5) Approval of adjusted Hourly rates by OWNER does not affect cost ceilings for compensation
under the Agreement for professional services, or currently open Task Orders/Purchase
Orders.
6) Resident Project Representative (RPR) to be negotiated based on individual project basis and
RPR need.
CDM Smith - 2026 Billing Rate Schedule
Attachment C
6) Notwithstanding anything herein to the contrary, reimbursable project expenses, as referenced
above, shall be limited to the Reimbursable Expenses set forth in Section 6.1.5 of the Agreement.
99
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-400 Agenda Date:7/20/2026
TITLE:..title
Contract - Union County Water Customer Information System Replacement
INFORMATION CONTACT:
Amy McCaskill, Union County Water, Business Operations Director, 704-283-3508
ACTION REQUESTED:
1)Authorize the County Manager to 1) negotiate and execute an agreement with Berry, Dunn,
McNeil & Parker, LLC (BerryDunn) 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.
2)Authorize the County Manager to 1) negotiate and execute an agreement with SpryPoint
Services, Inc. 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:
1)December 2, 2024, Regular Meeting Agenda Item #24-791 - Approved BerryDunn contract for
program managements services for the Customer Information System Replacement project.
BACKGROUND:
The Customer Information System (CIS) is a software application that acts as a central hub to
manage all customer-related data, including billing, account details, usage information, payments,
and service orders. Union County Water’s (UCW) existing CIS, Harris NorthStar (NorthStar), has
been utilized for approximately twenty years and is obsolete and not capable of meeting UCW’s
current or future needs. UCW is implementing a complete replacement with new CIS software that
will be used by all UCW departments in the day-to-day management of the utility.
The Procurement Department partnered with UCW to issue a Request for Proposals 2026-008
Customer Information System Replacement Project to select the CIS software vendor. On November
4, 2025, seventeen proposals were received and reviewed by an evaluation team in accordance with
applicable evaluation criteria for this project. The top ranked three firms/vendors were invited to
shortlist interview/presentations. As a result, the team requests approval to enter into a contract with
the top scoring/ranked preferred offeror, SpryPoint Services, Inc., to provide CIS software services.
This contract has an initial term of five years with two, five (5) year renewal options at the sole
discretion of the County and is subject to annual budget appropriation.
To support the implementation of the project, program management services are required to ensure
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-400 Agenda Date:7/20/2026
the project meets the requirements set forth in the software vendor RFP. BerryDunn was previously
selected for RFP 2024-077 - Program Management Services for Customer Information System
Replacement Project to provide these services for this project.
FINANCIAL IMPACT:
1)The CIS program management cost for this service provided by BerryDunn is $TBD. Sufficient
funds were allocated in the FY2027 Budget to cover cost associated with this contract
agreement.
2)The CIS software implementation cost for this service provided by SpryPoint Services, Inc. is
$TBD. Sufficient funds were allocated in the FY2027 Budget to cover cost associated with this
contract agreement.
3)The CIS software annual cost for this service provided by SpryPoint Services, Inc. is $TBD.
Since this contract contains an initial term of five years, a total of $TBD will be spent for the
initial five year term. Funding is available in the adopted FY2027 budget appropriation with
future expenditures subject to annual BOCC budget appropriation.
Union County, NC Printed on 7/7/2026Page 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 #:26-422 Agenda Date:7/20/2026
TITLE:..title
City of Monroe request to provide water and sewer service
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Approve the request from the City of Monroe to provide water and sewer service to Parcel
09174012B and 09174006L (to be combined) located at 2830 Concord Hwy.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
City of Monroe recently received a request for outside city service located at 2830 Concord Hwy (see
attached supporting documentation). Parcel 09147012B and 09174006L are to be combined and are
requesting water and sewer to serve the proposed gas station on this property. (2830 Concord Hwy
currently has water service with the City of Monroe.)
Union County does not have sanitary sewer in the area to serve the property.
The City of Monroe has indicated that they are prepared to serve the property with water and sewer,
as outside City customers, if approval is granted from Union County. Our water and sewer service
agreement with the City of Monroe prohibits the City from providing service outside the City limits
without the expressed, written approval of the Board of County Commissioners.
Union County Water has no objection to the City providing water and sewer service to this property.
FINANCIAL IMPACT:
None
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103
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-392 Agenda Date:7/20/2026
TITLE:..title
Resolution - Conveyance of Surplus Vehicle
INFORMATION CONTACT:
Jon Williams, Emergency Services, Fire Marshal, 704-296-4296
ACTION REQUESTED:
Adopt Resolution Authorizing Conveyance of Certain Union County Surplus Property to New Salem
Volunteer Fire Department.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
New Salem Volunteer Fire Department has requested vehicle 55-14, a 2014 Ford F-150 that was
assigned to the Fire Marshal’s Office. The Fire Marshal’s Office has replaced the vehicle, and it is no
longer in service. New Salem Volunteer Fire Department will use the vehicle to transport command
staff for administrative tasks, training and emergency response. It would also be used to transport
equipment to and from training and to tow their multiple response trailers.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 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 #:26-394 Agenda Date:7/20/2026
TITLE:..title
Grant Application - North Carolina 911 Board Grant
INFORMATION CONTACT:
Caleb Brackett, Emergency Communication, Director, 704-283-3790
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 Union County Emergency Communications Center is the primary 9-1-1 Public Safety Answering
Point (PSAP) for Union County. The 911 Center receives all requests for assistance in emergency
and non-emergency situations and notifies or dispatches the proper agency/agencies.
The North Carolina 911 Board provides operating funds to all the PSAPs in the state. They have a
grant cycle for PSAPs to request additional funding for projects that align with the board’s funding
priorities. One of the funding priorities for the FY2027 grant cycle is the replacement of end-of-life
equipment required for operation of the PSAP.
Union County currently has critical infrastructure that has been deemed end-of-life by the
manufacturer. The equipment replacement cost is partially covered by the 911 Board’s annual
funding distribution, and the grant request would cover the remaining cost.
FINANCIAL IMPACT:
The grant request is for approximately $812,000. There is no match required for this grant.
Union County, NC Printed on 7/7/2026Page 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 #:26-395 Agenda Date:7/20/2026
TITLE:..title
Union County Transportation Procedures Manual
INFORMATION CONTACT:
Theresa Torres, Human Services Agency - Transportation Department, Director, 704-283-3598
ACTION REQUESTED:
Adopt the Union County Transportation Procedures Manual as presented.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Transportation (UCT) must comply with multiple regulations to receive Federal and
State funding. The North Carolina Department of Transportation and the Federal Transit
Administration audit the Transportation Department, including reviewing the policies and procedures
maintained.
Due to the business's ever-changing nature, the Department of Transportation must constantly tweak
the UCT Procedures Manual to ensure that it remains compliant and relevant.
Updates have been to the following sections:
·Section 1, Subsection: Driver Advisory Board
·Section 4, Subsection: Essential Driver Behaviors
·Section 5, Subsection: Vehicle Fueling and Records Management
·Appendices:
o A - UCT Rider’s Guide
o C - Cash Handling Procedures
o D - UCT Comment form
o W - Customer Survey
FINANCIAL IMPACT:
None. However, if the manual is not approved, the County’s Transportation system may potentially
be in noncompliance with the FTA, which could result in financial penalties in upcoming Federal and
State grant funding.
Union County, NC Printed on 7/7/2026Page 1 of 1
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33
Section 6: UC Board Approval
Approved by Union County Board of County Commissioners July 20, 2026.
Accountable Executive (Signature): ___________________________________
Date: ___________________________________________________________
Governing Board Chairman (Signature): ________________________________
Date : ____________________________________________________________
107
5
LIST OF CHANGES SINCE LAST BOCC REVIEW
Revisions since the last BoCC review on May 5, 2025
5/14/25- Section 4: Driver and Passenger Guidelines pg 16 – minor grammar edits
6/1/26 – Section 1: General Information pg 9 - add Driver Advisory Board
6/1/26 – Appendix A: Rider’s Guide updated to comply with accessibility requirements
6/5/26 – Appendix C: UCT Summary of Cash Handling Procedures updated with latest requirements
6/5/26-Section 5: Vehicle Guidelines-Records Management pg 32 and Appendix AA updated on hard drive storage
6/5/26 – Section 5: Vehicle Guidelines – Vehicle Fueling pg 28 updated to include propane fueling
6/5/26 – Appendix D: UCT Comment Form – updated to latest form.
6/5/26 – Appendix W: Customer Survey-updated to latest survey
108
9
Fare Increase
Public fare increases include only those where a portion of the fare is paid by the passenger. The
following guidelines are used by UCT to guide activity and solicit comments from the public
should a fare increase be necessary:
• Proposed changes would be presented to the Transportation Advisory Board (TAB) for
approval.
• Depending upon the circumstances surrounding the change, a public hearing may be held,
and changes may be presented to the BOCC for approval.
• A minimum of forty-five days’ notice would be provided before implementation.
• A mass mailing would be conducted for all passengers.
• The information would be distributed on the vehicles to all passengers.
• Notices would be would posted in the local newspaper and/or on the County website and
the local government channel.
• A file of all information and comments will be maintained for review.
Union County Transportation Advisory Board
The role of the Union County Transportation’s Advisory Board (TAB) is to:
• Serve as the advisory body to UCT in the operation of the transportation system.
• Advise on all public transportation matters including proposed routes, service changes,
ridership policies, fare structures, funding, and budgets.
• Recommend necessary changes to existing transportation rules and laws.
• Assists in supporting and promoting the use of public transportation.
• Monitors transportation services to the community to ensure an efficient operation.
• Make recommendations to the Union County Manager and Board of Commissioners on
the transportation needs of the county’s residents, particularly concerning a coordinated
and cost-effective approach to the delivery of transportation services to area human
services agencies and the general public.
• Perform other functions and responsibilities as may be requested by the County Manager
or the Union County Board of Commissioners.
Driver's Advisory Board (DAB)
The role of the Driver's Advisory Board (DAB) is to:
• Serve as a communication link between drivers and management.
• Provide a forum for drivers to share concerns, suggestions, and recommendations
regarding transit operations, safety, customer service, and workplace matters.
• Identify opportunities to improve operational efficiency and service delivery.
• Promote employee engagement and recognize employee achievements.
The DAB consists of four (4) driver representatives, the Safety Officer, a Dispatcher, and
members of management. The DAB meets approximately every two (2) months, or as
needed. Driver representatives are elected annually by their peers to serve one-year terms and
may serve a maximum of two (2) consecutive terms.
UCT Compliment, Suggestion, or Complaint
UCT is dedicated to providing the highest quality service available to citizens of Union County.
109
16
not be eligible for transportation by Union County Transportation (UCT). To resume eligibility
written (electronic or hardcopy) proof is provided to UCT of a bed bug inspection by a licensed
pest control professional verifying that the passenger’s living quarters do not have an infestation
or source present.
Section 4: Driver and Passenger Guidelines
Drivers
The job as a driver is to transport passengers safely, courteously, and reliably. All drivers are
expected to act responsibly and professionally at all times. The employee represents not only
themselves but also UCT, the County, fellow employees, and the agencies paying for the service
whenever you are on the job. Hopefully, the employee will find much satisfaction in helping
many people each day who rely on our important community service.
Essential Driver Behaviors
The following essential behaviors are expected of all drivers:
• Drive safely and defensively – Always practice defensive driving skills; always obey
traffic laws and signs; always stay focused on your driving duties. Drivers may not eat or
drink while the vehicle is in motion. People’s lives are in our hands. Responsible, smart,
and safe driving practices are critical.
• Be Courteous – Make our passengers feel comfortable and safe. Treat all passengers with
disabilities with sensitivity. Always be positive, helpful, and polite – even when the
passengers make us angry. Let them know that we enjoy our job. Never give orders or be
argumentative. Instead, use polite requests to get your point across. Vulgar language
should never be used while on the vehicle. Remember, we are in the “people” business.
• Report All Accidents and Incidents - If involved in a vehicle accident of any kind, if a
passenger who has an incident (e.g., a fall or trip, etc.) or gets ill on the bus or van, or if
any security threat while on duty, then we must follow the procedures outlined on the
Emergency Response Plan. All Accidents and Incidents should be reported immediately.
(Refer to Appendix M and U)
• Keep Your Vehicle Clean – We are responsible for the care and cleanliness of each
assigned vehicle. Treat vehicles as though they were personally owned. Remove litter
promptly. Keep steps clean and the aisle clear of possible obstructions. Sweep steps and
aisle free of sand, ice, mud, etc., periodically during inclement weather. If floors are
slick, warn passengers to watch their step. Keep all seat belts, and restraints stowed neatly
out of the way. A clean vehicle is a safe vehicle.
• Assist ALL PASSENGERS – Give appropriate assistance to all of our passengers. Ask
every passenger who enters the vehicle how we could assist them. Make sure their
seatbelts are properly fastened, and give them assistance on and off the vehicle if needed.
Do not assume that ambulatory passengers can get in and out of the vehicle without
assistance. Make sure they use handrails and are careful on the steps. Stand by (behind if
necessary) and be prepared to catch them should they lose their balance and/or trip and
fall.
• Use Good Safety and Security Awareness - Always be vigilant when coming to and from
110
28
• Radio volume is kept low so as to not interfere with listening to the two-way radio
communication, passengers, or other vehicles.
• Stations/content that could potentially offend others should be avoided (e.g., music/talk
show with vulgar language, political, or religious).
• Radio should be turned off while crossing railroad crossing and during the
loading/unloading of passengers.
Vehicle Fueling
As a UCT driver, you are responsible for fueling the vehicle each day. UCT operates both
gasoline and bi-fuel propane vehicles. The following safety regulations should be kept in mind:
• Vehicles should always be shut off
• Passengers should not be on board vehicles during fueling.
• The driver must ensure the correct grade of fuel is being used. Gasoline-powered
vehicles require Regular Unleaded gasoline
• Bi-fuel vehicles require both Regular Unleaded gasoline and propane.
• Smoking, vaping, or the use of open flames is not allowed during fueling or around fueling
facilities.
• Clean the windshield and recheck fluids if needed.
Wheelchair Boarding Methods
Our clients’ safety will depend on more than just safely transporting them to their destination.
Their safety will also depend on how well the drivers board and secure their wheelchairs. Several
wheelchair boarding guidelines are indicated below:
• The driver must take all reasonable steps to deploy the lift onto a flat surface. The
driver’s deployment area should be one with enough space to allow the passenger to
safely board. It is best for the driver to avoid curbs if it is reasonable to deploy the lift on a
driveway.
• Roll the wheelchair onto the lift, making sure that the front wheels are inside the platform
roll stop while the roll stop is in the upright position.
• Lock the brakes.
• If the passenger has the capability to do so, ask the passenger to hold on to the handrails
provided on the lift. If the passenger does not have the capability to hold onto the
handrails, ask the passenger to hold their hands in his/her lap.
• Before operating the lift for boarding, ask the passenger if they are ready. Keep one hand
on the lift controls. Ask the passenger if it is okay for the other hand to rest lightly on the
armrest of the wheelchair as the lift goes up while the driver stand on the ground; this will
keep the driver alert to the stability of the chair while also providing the passenger with
psychological comfort.
• Make sure that the lift is level with the floor before stopping. Be sure that there is a
smooth surface created by the vehicle transition plate so that the wheelchair rolls
smoothly over it and into the vehicle.
111
32
•Taking no action and not allowing others to take action that would interfere with the
proper functioning of the System.
•Specifically noting the time and location of any incident, as if they do occur during the
normal course of providing service, this will be part of the investigation.
Access to System Records
Restrictions: Under Union County Transportation policy, access to records created by the System
is restricted by law. Access is limited to the following:
•Individuals responsible for the operation or administration of the System.
•Individuals who have a legitimate need to access the information for one (1) of the
purposes listed in the "Use of Information Collected" section of this policy.
•If required by North Carolina or Federal law, a copy of the record may be provided.
"Access" means that Union County Transportation staff may provide a summary of the
information collected.
Chain of Custody: To the extent permitted by law, a chain of custody request form, which is
attached here to as Appendix Z must be fully completed and signed by anyone requesting access
to a System record.
Records will only be provided to parties who are granted access under applicable North Carolina
and/or Federal Law.
Records Management
Recorded video/audio data is stored on the vehicle’s DVR hard drive. Most vehicles are
equipped with 1 TB hard drives; however, some vehicles have been upgraded to 2 TB hard
drives. A 1 TB hard drive will record continuously for approximately 35 days or 283 total hours
under normal operating conditions. Vehicles equipped with 2 TB hard drives provide
approximately twice the storage capacity and corresponding retention period, depending on
recording settings and operating hours. Retention periods may vary based on system
configuration, resolution settings, number of cameras, and vehicle usage.
The total hours referenced above are based on the default setting as follows: D1 High Resolution,
four (4) cameras, and an eight (8) hour operating day. When a hard drive reaches capacity, the
system will automatically begin recording over the oldest recordings, thereby deleting those
records.
The transit system will save relevant recordings to a computer or server with sufficient capacity
to manage and retain the data as needed. (Refer to Appendix AA and BB.)
112
Rider’s Guide
unioncountync.gov/transportation
Appendix A
113
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Appendix A
114
3 Transportation Rider’s Guide |
About
Union County Transportation (UCT) services are
available to all Union County residents, ages 16 and
over, through limited grant funded programs or through
sponsorship of a local human service agency.
Some grant-funded trips require the passenger to pay a
fare to share in the cost of the service. Cost depends on
time of registration and type of trip scheduled.
Office Hours
Monday-Friday, 8 a.m. to 5 p.m.
Transportation services will not be
provided on the following observed
holidays:
• New Year’s Day
• Martin Luther King Jr. Day
• Presidents Day
• Good Friday
• Memorial Day
• Independence Day
• Labor Day
• Veterans Day
• Thanksgiving and the day after
• Christmas, the day before and the
day after
Contact the
Transportation Office
1407 Airport Road
Monroe, NC 28110
t 704-292-2511
t 800-735-2962 (TDD/TTY)
e transportation@unioncountync.gov
Transportation Appointment Line: 704-292-2511
• Option 1 – Español
• Option 2 – Appointments
• Option 3 – Registration
• Option 5 – Call to Return Home
Veterans Transportation Services: 704-283-3807
Limited English Proficiency
Translation service provided, free of charge, for customers who
do not speak English.
Non-Discrimination Policy
We do not discriminate transportation services because of sex,
race, color, national origin, age or handicap.
Table of Contents
Who Can Ride?1
ADA Reasonable
Modification Policy
1
Compliments, Suggestions
and Concerns
1
Passenger Requirements 2
How to Make a Reservation 2
How to Ride 3
Fares & Fees 5
Cancellation and No Show 5
Termination of Service 5
Accompanying Riders 6
Wheelchairs and Other
Mobility Devices 7
While on Board 8
Same Day Requests 10
Title VI of the Civil Rights Act 11
Appendix A
115
| Transportation Rider’s Guide 1
Who Can Ride?
Union County residents, ages 16 and older, as well as those aged 0-15 when
accompanied by a parent or guardian
Funding is available for all residents to use UCT services, however some funding has special
eligibility requirements for:
• Senior citizens, at least 60 years of age.
• Developmentally disabled adults.
• Physically disabled adults.
• Medicaid passengers (at any age).
• Veterans eligible for medical treatment at a VA Hospital or clinic.
Medicaid Transportation is available for eligible residents of any age. A parent or guardian
must accompany children under the age of 16.
For riders under 18, a parent or guardian must sign an acknowledgment of receipt of the
Rider Guide on their behalf.
ADA Reasonable
Modification Policy
Union County Transportation (UCT) is committed
to providing equal access and opportunity to
qualified individuals with disabilities. Requests
for modifications of UCT policies, practices or
procedures to accommodate an individual with a
disability should be made in advance of a trip.
How to make an ADA
modification request:
• Visiting unioncountync.gov/transportation
and filling out the online request form.
• Mailing a written modification request to
1407 Airport Road, Monroe, NC 28110
Compliments, Suggestions and Concerns
Communication with customers is essential in our ability to provide safe, reliable and responsive
transportation to residents. Please provide your feedback by filling out the comment form found
on unioncountync.gov/transportation, in person at the UCT office, or over the phone.
Every effort will be made to address complaints in an expeditious and thorough manner.
Appendix A
116
2 Transportation Rider’s Guide |
How to Make a Reservation
• Call 704-292-2511, select option 2.
• Trip reservations must be made 48 business hours
in advance.
• Trips may be scheduled up to a year in advance
of your appointment date.
Provide the following information:
• Passenger name, address and phone number.
• Appointment date and time.
• Destination address, phone number, clinic or
physician name.
• Mobility needs/personal care attendant information.
Transportation will call to confirm the reservation.
Passengers should not give the driver appointment
requests, as they will not be processed.
Each passenger is responsible for calling the office and
scheduling transportation for themselves.
Passenger Requirements
and Expectations
The requirements, rules, expectations and guidelines in this
Rider’s Guide apply to all registered customers/passengers.
They apply to all interactions and communications with UCT
staff and other customers while in person loading/unloading,
on board a vehicle or in a County facility, as well as on the
phone and in writing via email or text, etc.
By completing a registration, either directly or through a
submitter on your behalf, you become a registered passenger
and agree that you have received, reviewed and understand
all UCT policies and guidelines, and agree to comply with all
information/expectations included herein.
Failure to adhere to any components will result in suspension
or termination of service.
Enjoy a safe trip by following these rules and tips:
Wear a seat belt
No tobacco products
No open containers of
food/drinks
No profanity
No standing/moving
No weapons
Plan ahead for carry on
items
Be ready to board
when the vehicle
arrives
Provide accurate
pick-up and drop-
off addresses
when making your
reservation
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| Transportation Rider’s Guide 3
Appointment Types
Medical Appointments
Transportation within Union County
Monday-Friday, 8 a.m. to 4 p.m., as schedule allows.
Transportation to Matthews
Monday-Friday, 9 a.m. to 1 p.m.
Appointments should be complete by 2 p.m.
Transportation to Salisbury
Select prescheduled days, no earlier than 9:30 a.m.
Appointments should be complete by 1:30 p.m.
Transportation to Charlotte
Select prescheduled days, 8 a.m. to noon.
Appointments should be complete by 1 p.m.
Visit unioncountync.gov/transportation for
available dates to travel to Charlotte before making
an appointment.
We provide transport to Charlotte for medical, Social
Security or Disability determination appointments only.
All passengers remain in Charlotte until everyone’s
appointment is completed. The length of time you
will be in Charlotte will vary depending on how many
people are riding and the type of appointments they
have scheduled. Please plan appropriately by bringing
something to read or listen to using headphones.
Trips to Charlotte may involve a relay in which we
partner with Anson County to transport you on days
we do not go. UCT will pick you up and transport you
to a designated area to meet the relay van which will
transport you to your Charlotte appointment. Once
everyone is finished, the relay driver will bring you back
to the relay area, and UCT will pick you up and take
you home.
Need a ride to run a few errands, or enjoy some leisure activities?
Non-Medical Appointments
Tuesdays, Thursdays & Fridays, 11:30 a.m. drop-off
and 1:30 p.m. pick up.
Trips are limited to two hours and start from the time
you are scheduled to be dropped off. If you are not
ready within the two-hour window, UCT will not be
responsible for your return home.
Drivers have planned their schedules in
advance to ensure that everyone reaches their
appointment on time.
When one person is late or requests to change
their destination, it can create late arrival times for
everyone, therefore same day modifications may
not be approved. For more details, see page 10.
All reservations must be made at least two
business days in advance of your appointment.
We recognize that occasional emergencies may
arise and will do our best to accommodate same
day appointments when possible.
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Curb-to-Curb Service
Union County Transportation is a curb-to-curb transportation system. Special exceptions may be made to
allow for door-to-door assistance.
Door-to-Door Service
First floor, door-to-door assistance may be provided if requested at the time of registration and deemed
necessary. Passengers approved for door-to-door service should ensure their property is cleared of any
hazards (e.g. loose aggressive dogs, unsafe stairways, etc.) and has appropriate access for their mobility
needs (e.g. no stairs, or a ramp for those using a wheelchair). If UCT identifies a safety concern, the issue
must be corrected or the passenger will be denied door-to-door service.
For passengers approved for door-to-door service, drivers may not cross over the threshold of a dwelling to
bring passengers out to the van.
The Day Before Your Trip
Passengers will receive an automated reminder for
scheduled trips. You may cancel your trip during this
call if needed.
Pick-Up Procedures
• Be ready one hour before your scheduled
appointment if the appointment is located in
Union County, unless otherwise notified by your
driver.
• Trips out of Union County may require a pick-
up of more than two hours in advance of your
scheduled appointment.
• Board promptly when the vehicle arrives.
Drivers may only wait three minutes for
ambulatory riders or five minutes for wheelchair or
limited mobility passengers.
• Passengers who use wheelchairs/scooters must have
a ramp if steps are present. Drivers will not “bump”
passengers up/down stairs or in/out of houses.
• If you are approved for door-to-door service,
drivers may not cross over the threshold of a
dwelling to bring passengers to the van.
How to Ride
Return Trip Procedures
Contact 704-292-2511, option 5
• You will be picked up at the same place you were
dropped off. Do not leave the destination, drivers
will not pick you up from a different location.
• Drivers will not enter a facility to look for
passengers, unless a passenger has a preapproved
modification for assistance. Drivers will only wait
three minutes for ambulatory riders or five minutes
for wheelchair or limited mobility passengers.
• If you are unable to enter your home, Union
County Transportation will attempt to call your
emergency contact. If 15 minutes have passed, you
will be offered to be dropped off at your previous
destination, or, as a last resort, to the local police
station. If you accept this offer, Transportation will
not be responsible for taking you back home.
• If you reject the offer, the driver will notify dispatch
that the passenger was dropped off but had no
access to enter the home.
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| Transportation Rider’s Guide 5
Fares & Fees
Passengers may pay $2 for a one-way trip within Union
County. Costs may vary depending on grant funding
allocated for various types.
Destinations outside Union County could incur
additional costs.
Passengers will be charged a $2 fee for each late
cancellation. A cancellation must occur before noon
the business day before the scheduled trip.
Passengers required to pay fares or who have
late cancellation fees, must pay prior to their next
scheduled trip, either at the UCT office or when they
board the vehicle.
Passengers who pay when boarding must have the
correct change to pay the driver.
Payment for fares and late cancellation fees must be
received in advance of scheduled trips. Passengers who
do not meet this requirement will not be transported
and will be charged as a No Show.
Passengers who fall behind more than $10 in payment
of fares and late cancels will not be allowed to schedule
appointments until the balance is paid.
Continued failure to follow the policy for paying
fares and fees will result in suspension or possible
termination of service.
Cancellation
Cancellation must occur before noon on the
business day preceding the scheduled trip by
calling the Transportation office or responding to the
automated trip reminder call indicating a cancellation.
Cancellations can be made by leaving a voicemail 24
hours a day at 704-292-2511, option 2.
Cancellations after the deadline will be considered a “late
cancellation” and the passenger will be charged a $2 fee.
A notice will be mailed to the address on file. Failure to
pay the late cancellation fee prior to or on the day of the
next scheduled appointment could result in suspension
or termination of service if fees reach $10.
No Show
If UCT arrives and the client does not ride it will be
considered a No Show. Drivers will wait three (3) minutes
for ambulatory passengers and five (5) minutes for
wheelchair passengers.
After the alloted time, the passenger will be considered a
“no show” and will be charged a $10 fee.
A no show warning notice will be mailed to the address
on file. Failure to pay the no show fee prior to or on the
day of the next scheduled appointment could result in
suspension or termination of service if fees reach $20.
If the No Show occurs on the first leg of a trip,
the return/home trip will be canceled.
The following No Show policy applies to all passengers
regardless of funding source:
• Three No Shows in any 90-day period
(first offense) results in a 30-day suspension.
• Three additional No Shows in any 90-day period
(second offense) results in a 60-day suspension.
• Three additional No Shows in any 90-day period
(third offense) results in a 90-day suspension.
• Three additional No Shows in any 90-day period
(fourth offense) results in a permanent suspension.
Termination of Service
Termination of service for passengers who fail to comply
with passenger guidelines and expectations, no show
policy, and fare policy as outlined in this Rider’s Guide
or other applicable Passenger Policy documents will
be made by the Transportation Director. Passengers
have the right to appeal in writing within 10 days to the
Transportation office. The appeal will be reviewed by
three UCT Advisory Committee representatives and the
passenger will be notified of the decision
Termination of service will result for reasons deemed
appropriate, including but not limited to the passenger:
• Failure to comply with the rules and expectations as
set forth in this “Union County Rider’s Guide.”
• Having three No Shows three times after their third
temporary suspension.
• Requesting to be removed from the program or
moving out of the service area.
• Failure to pay for services.
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Accompanying Riders
Personal Care Attendants
Personal Care Attendants (PCA) may ride with
individuals requiring personal or medical assistance.
A PCA will be established and noted in our system
upon scheduling your appointment.
The PCA must ride with the client at all times and may
not have a different pickup point or destination than
the client. A PCA will not be allowed on the vehicle
until UCT has established the validity of the PCA.
Children
A parent or guardian must accompany children under
the age of 16.
The age and weight must be given when an
appointment is made for a child. This will determine if a
child restraint seat is required.
UCT requires that parents/guardians of the child
needing transportation provide the necessary child
restraint system.
• UCT will not transport any child weighing less than
80 pounds or younger than 8 years old unless they
are properly secured in a weight appropriate child
passenger restraint system by a parent or guardian.
• If no seating position equipped with a lap and
shoulder belt to properly secure the weight-
appropriate child passenger restraint system is
available, a child less than eight years of age and
between 40 and 80 pounds must be restrained
by a properly fitted lap belt only.
• Vehicle and child restraint system manufacturer
instructions must be followed with regards
to seating position and child restraint
system installation.
At the end of the trip, it’s the parent/guardian’s
responsibility to remove the child and child restraint
system from the vehicle.
Service Animals
All service animals individually trained to provide
assistance to an individual with a disability may
accompany a passenger with a disability (or the trainer)
in facilities, or on vehicles operated by Union County
Transportation at no charge.
According to USDOT ADA regulations, a service
animal is “any guide dog, signal dog, or other animal
individually trained to work or perform task for an
individual with a disability.”
When riding on UCT vehicles with service animals,
riders will follow any pertinent UCT policies or
directives herein.
Animals that are pets are not allowed on UCT vehicles.
Owner/Rider Responsibility
UCT must be notified at the time a reservation is made,
that there will be a service animal riding with the client.
Animals must be restrained by a harness, leash or some
form of lead, unless the owner/rider is in full control of
the animal at all times.
Animals must travel on the floor or in the owner’s lap.
Animals may not travel in vehicle seats or block aisle.
Owner is responsible for the cost to repair any damage
to property caused by the animal [Ref: NC G.S. 1684.4].
UCT reserves the right to deny transportation of
passengers with service animals if the animal poses a
direct threat to the health or safety of others until the
problem is rectified.
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| Transportation Rider’s Guide 7
Wheelchairs and Other Mobility Devices
For the safety of all passengers, wheelchairs and
other mobility devices must be secured in the vehicle
securement stations.
UCT drivers shall utilize manufacturer’s suggested
procedures for proper securement of wheelchairs
whenever possible. UCT drivers will make the best use
of securement technology based upon the nature of the
wheelchair to ensure the safety of seated passengers.
If a driver cannot secure a wheelchair, the passenger
will be denied service. It is the policy of UCT that
wheelchair securement is required and thereby
creates a safer transport for all riders including those
using wheelchairs. Anyone who refuses to have their
wheelchair secured will be denied transportation
on UCT vehicles.
The Americans with Disabilities Act (ADA) defines a
wheelchair as “a manually operated or power- driven
device designed primarily for use by an individual with
a mobility disability for the main purpose of indoor, or
of both indoor and outdoor, locomotion. Individuals
with mobility disabilities must be permitted to use
wheelchairs and manually powered mobility aids,
i.e., walkers, crutches, canes, braces, or other similar
devices designed for use by individuals with mobility
disabilities, in any areas open to pedestrian traffic.”
(Ref.: APPENDIX 3, Americans with Disabilities Act –
49 CFR Parts 27, 37 & 38).
In accordance with ADA, UCT is required to
accommodate all “wheelchairs” unless lift or vehicle
cannot accommodate or there are legitimate safety
issues. For example, if the lift has a maximum weight
limit of 1000 lbs. set by the manufacturer, the
passenger and his/her device must not exceed 1000
lbs. Due to the equipment that UCT uses, passengers
that have devices that are longer than 48 inches or
wider than 30 inches may not be accommodated;
the same is true if the total weight of the passenger
and his/her device exceeds 1000 lbs.
If the passenger’s home is not equipped with a ramp
and the home has stairs, the driver will meet the
passenger at the bottom of the stairs. The same is true
in homes equipped with a door frame threshold with a
ledge, drivers may not “bump” a passenger up or down
to get over the ledge or move up or down stairs.
If a driver is assisting a passenger who uses a
wheelchair, all wheels should be on the ground
at all times. If a passenger needs assistance to get
over a threshold ledge or stairs, the passenger is to
request assistance from an attendant, caregiver or
family member. For safety and liability reasons, UCT
drivers may not provide this type of assistance. Drivers
are not permitted to assume the controls of power
wheelchairs to assist riders with boarding.
Appendix A
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While on Board
Seat Belt Policy
Seat belts must be worn while the vehicle is in motion
to ensure the safety of all passengers and compliance
with state laws.
Passengers should not remove their seat belt until they
have reached their destination. Transportation services
may be immediately terminated if a passenger refuses
to be properly secured.
A waiver will only be granted if a letter is on file at the
Transportation office from the passenger’s physician
stating that the passenger is unable to use a seat belt
for medical reasons. It is the responsibility of
the passenger to provide this documentation.
Passengers in wheelchairs are required to use the
vehicle seat belt system and also be secured on a
wheelchair securement station.
Seating
No passenger is allowed to sit in the front seat of
any UCT vehicle.
Carry-on Items, Food & Weapons
For safety and liability reasons, passengers are limited
to three packages of shopping bags or carry-on items.
Carry-on items must fit under the seat or in the lap
of the passenger, and may not take up any additional
seating in the vehicle.
Passengers are responsible for loading and unloading
any carry-on item and shall always be in control of
items while on board.
Passengers should not expect the driver to help carry
their bags on or off the vehicle. Some consideration
will be given to passengers who are elderly or disabled.
Passengers needing the use of oxygen tanks must
notify UCT at the time transportation is scheduled.
UCT recommends passengers take the smallest tank
possible for the expected time away from home.
Oxygen supplies must not obstruct the aisle (49 CFR
37.167(h)).
No weapons of any kind, concealed or otherwise are
allowed on UCT vehicles unless the person carrying
the weapon is a law enforcement official.
Open containers of food and/or drinks are prohibited
on UCT vehicles. Only passengers with a documented
medical need are allowed to eat and drink while
on board.
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| Transportation Rider’s Guide 9
Safety Instructions - In Case of an Emergency
Drivers must respond in the event of an emergency or
risk to their passengers or vehicle.
The driver may ask for your physical assistance in
response to an emergency or to help reduce or
eliminate the potential for injury or harm. Anyone
incapable of performing the requested task due to a
disability must notify the driver immediately.
Conduct Expectations
UCT passengers are expected to conduct themselves
with good citizenship, decorum, and respect for
others.
The following are strictly prohibited while onboard
any UCT vehicle, on UCT property, or interacting with
UCT staff in any manner. These behaviors will not be
tolerated and may result in suspension or termination
of transportation services:
• Unruly or disruptive behavior.
• Profanity or vulgarity.
• Behaving in a threatening manner or threatening
other passengers or UCT staff verbally or in writing.
• Assaulting or attempting to assault another person,
including physical or non-physical acts such as
spitting or throwing objects.
• Inappropriate display of affection or sexual activity
towards the driver or other passengers.
• Release of human waste. This includes spitting. Any
passenger who has problems with incontinence
must be properly clothed before boarding the
vehicle.
• Use of lighters or any sort of open flame.
• Use of tobacco products of any kind (e.g. smoking,
vaping, chewing tobacco).
• Use of illegal drugs and/or alcohol. UCT reserves the
right to deny service to anyone who appears to be
under the influence of illegal drugs and/or alcohol.
Passengers who cause any form of damage to UCT
vehicles or other property will be held responsible
for the cost of the repairs and be subject to other
consequences such as suspension or termination of
transportation services.
Passengers who do not follow these rules or any other
rules in this Rider’s Guide will be reported to dispatch
with the possibility of being asked to deboard the
vehicle.
Bedbugs
Passengers who have been identified as having
bedbugs, based on either physical observation
of a bedbug on their person or clothing, or
notification from a service provider to whom the
passenger is being transported, will not be eligible
for transportation by UCT until written (electronic
or hardcopy) proof is provided to UCT of a bedbug
inspection by a licensed pest control professional
verifying that the passenger’s living quarters do not
have an infestation or source present.
Body Odor/Personal Hygiene
A passenger may not be allowed on a vehicle if his
or her body odor or personal hygiene will disturb the
reasonable comfort of other passengers or UCT Staff.
Odors may include but are not limited to scents related
to unlaundered clothing, lack of bathing, animal related
odors, and excessive perfumes.
A passenger will be given notice and an opportunity
to correct the odor or hygiene problem prior to
temporary suspension of riding privileges, unless in
the judgment of UCT staff, that person places existing
passengers in extreme discomfort or is considered a
health risk to others.
If the body odor or personal hygiene issue is a result of
an underlying medical condition, the passenger could
present UCT a doctor’s note acknowledging that there
is a condition, without disclosing the condition.
Passengers with mobility devices must maintain such
devices in a state of cleanliness.
Inclement Weather
In the event extreme weather conditions exist which
makes travel unsafe, UCT reserves the right to
discontinue service until conditions are favorable.
If service is temporarily discontinued, all rides,
regardless of trip purpose, will be canceled.
Camera System
All UCT vehicles are equipped with camera systems
that are recording at all times while the vehicles are
in operation.
Appendix A
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10 Transportation Rider’s Guide |
Same Day Modification
Requests
Same day modifications to change and/or add to
your schedule are not typically permitted.
Requests for modifications of UCT policies,
practices, or procedures to accommodate an
individual with a disability should be made in
advance of a trip when possible.
In an emergency situation, when a request for a
service modification cannot practically be made in
advance, the passenger may make a request on the
same day or during service.
• The passenger should make the request to the
UCT driver and must describe in detail what is
required and why it is necessary in order to use
the service.
• Drivers may grant a request for an additional
passenger stop not shown on the driver
manifest if such request is reasonable, and
meets UCT’s policy requirements and is
approved by dispatch in consultation with UCT
management.
Requests may be denied if
granting the request:
• Fundamentally alters the nature of UCT’s
service, programs or activities;
• Creates a direct threat to the health or safety of
the requester or others;
• Creates an undue financial or administrative
burden for UCT; or
• Without such modification, an individual with
a disability would still otherwise be able to fully
use UCT’s services, programs or activities for
their intended purpose
For modification requests that require extended
consideration and are not able to be granted
immediately, the passenger is encouraged to submit
a written request for further consideration for
future trips.
UCT’s ability to grant requested modifications
may vary by day of travel, time of day, or other
circumstances. For example, while a request may be
able to be granted in one instance, that same request
may be denied in a different instance if it would
fundamentally alter the nature of the service, create
a safety threat, or if the request is not a functional
necessity.
In the case of a denial of a modification request,
UCT will take, to the maximum extent possible and
in compliance with its policies, any other appropriate
actions to ensure you receive service.
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| Transportation Rider’s Guide 11
Title VI of the Civil Rights Act
U.S. Department of Justice regulations, 28 code
of the Federal Regulations, Section 42.405, Public
Dissemination of Title VI Information, requires
recipients of Federal financial assistance to publish or
broadcast program information in the news media.
Advertisements must state that the program is an equal
opportunity program and/or indicate that Federal law
prohibits discrimination. Additionally, reasonable steps
shall be taken to publish information in languages
understood by the population eligible to be served or
likely to be directly affected by transportation projects.
UCT hereby gives notice that it is the policy of the
Department to assure compliance with the Title VI
Civil Rights Act of 1964, the Civil Rights Restoration
Act of 1987, Executive Order 12898 Federal Actions to
Address Environmental Justice in Minority Populations
and Low-Income Populations, Executive Order 13166
Improving Access to Services for Persons with Limited
English Proficiency, and related nondiscrimination
statues and regulations in all programs and services.
It is the Department’s policy that no person shall, on
the grounds of race, color, sex, age, income status,
national origin, or disabilities be excluded from
participation in, be denied the benefits of, or otherwise
be subjected to discrimination under any program,
activities, or services for which UCT receives
Federal financial assistance.
Any person who believes they have been mistreated
by an unlawful practice under Title VI has a right to
file a formal complaint with UCT*, North Carolina
Department of Transportation, United States
Department of Transportation, Federal Transit
Administration, and United States Department of
Justice.
*Any such complaint must be in writing or in person
with the UCT office within 180 days following the date
of the alleged discrimination occurence.
Purpose
The purpose of this Policy is to ensure compliance
with Title VI of the Civil Rights Act of 1964, and
other applicable federal and state laws and their
implementing regulations with respect to persons
with limited English proficiency (LEP). Title VI of the
Civil Rights Act of 1964 prohibits discrimination
based on the ground of race, color or national origin
by any entity receiving federal financial assistance.
Administrative methods or procedures, which have
the effect of subjecting individuals to discrimination
or defeating the objectives of these regulations,
are prohibited.
In order to avoid discrimination on the grounds of
national origin, Union County Transportation (UCT)
must take adequate steps to ensure that their policies
and procedures do not deny or have the effect of
denying LEP individuals with equal access to benefits
and services for which such persons qualify.
Providing Service to LEP Individuals
UCT posts and maintains brochures and stickers in
regularly encountered languages other than English at
UCT’s office, on the website, and on vehicles. UCT also
offers LEP individuals the option to speak through a
telephone interpreter, which is provided
at no cost.
Enforcement
Any person who believes they have been mistreated by
an unlawful discriminatory practice under Title VI has
a right to file a complaint in writing or in person with
Union County Transportation at 1407 Airport Road,
Monroe, NC 28110 within 180 days following the date
of the alleged discrimination occurrence.
For information regarding opportunities to
participate on the Transportation Advisory Board,
contact the office of Union County Transportation:
Transportation@unioncountync.gov
For more information on UCT’s Title VI program
or how to file a discrimination complaint contact:
Union County Transportation
t 704-283-3598
e transportation@unioncountync.gov
To obtain additional information
on Title VI contact:
NC Department of Transportation Civil Rights
and Business Development
1511 Mail Service Center
Raleigh, NC 27699-1511
t 919-733-2300
Appendix A
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Appendix A
127
Rider’s Guide | Union County Transportation
Appendix A
128
UNION COUNTY TRANSPORTATION
Summary of Cash Handling Procedures
Revised June 1, 2026
Funds received
Voluntary Contributions
Voluntary contributions are collected from those clients whose transportation is funded through the
Home and Community Care Block Grant HCCBG (funding for aging service). They are received by
mail or by the scheduled driver during transport. When the driver receives the donation, it is placed
into an envelope, and the driver adds the client's name, date, dollar amount, and vehicle number.
At the end of the day, the envelopes are either given to the Administrative Professional II to check for
completeness and accuracy or put in the locked box located in the Dispatch office. The cash box is
emptied daily with all money put into a bank bag and placed in a locked container.
Contributions received from passengers whose trips are funded with HCCGB funds are required to
remain anonymous due to restrictions from this funding source; therefore, we do not issue receipts
unless requested, and we do not monitor the source from whom the donations are received or the
amount received.
Fares
In FY2003, we began offering General Public Transportation with a fare being charged for this
service. Since then, we can exercise the option of charging a fare for all Rural Operating Assistance
Program (ROAP) trips being provided. This charge is subject to change based on available funding.
If the driver has any passengers that are required to pay a fare, the driver will see this information
displayed on their manifest showing the passenger’s trip information. It is the responsibility of the
driver to receive that fare before departing with the client. The driver places the fare in an individual
envelope with the client's name, date, dollar amount, and vehicle number notated.
At the end of the day, the envelopes are either given to the Administrative Professional II to check for
completeness and accuracy or put in the locked box located in the Dispatch office. The cash box is
emptied daily with all money put into a bank bag and placed in a locked container.
Once the deposit process is completed (see Deposit Procedures), the Administrative Professional II or
another designee will then record the information on the ROAP spreadsheet as a RGP, EDTAP, or
Employment trip for each individual client and ensure that the fare amounts are reconciled to the trips
provided and that the client records remain accurate and up to date. If at any time a negative balance
occurs, the Administrative Professional II or other appropriate designee will contact the client within
two business days to inform them of the amount past due and make arrangements with the client so
that the balance returns to zero.
In the event that the client's balance remains in the negative, the Administrative Professional II or other
designee should notify those responsible for scheduling to assure that no future trips are scheduled
until the balance is resolved. The designee who provides the information will also be responsible for
contacting the client to make them aware that their transportation has been suspended until the matter
is resolved. The Administrative Professional II is responsible for assuring that client fares do not go
into the negative and should move forward to resolve these matters immediately. In the absence of the
Administrative Professional II, other designees will be held to the same responsibilities as described
Appendix C
129
2
above. All requests for fare balances should be directed to the Administrative Professional II or
designee, who should resolve the question/request within 24 hours.
Late Cancel Fee
Passengers are expected to cancel before 12:00 p.m. on the business day preceding their scheduled trip
by calling the Transportation office. Late Cancel Fees are charged when a passenger cancels after that
designated time. The charge is $2.00 per occurrence. The Analytical Specialist, or other designee, will
mail a Late Cancel Notice to the address on record indicating the date of the occurrence and the
expected payment process. Each late cancel will be recorded to the passenger's account and monitored
for payment. If the rider accumulates more than $10 in late cancel fees, the Late Cancellation
Suspension Notice is mailed to the address on record indicating that transportation services are
suspended until payment is received. All suspensions are approved by the Director. This policy does
not apply to Medicaid trips.
If the payment is received by a driver, it is placed into an envelope, and the driver adds the client's
name, date, dollar amount, and vehicle number. At the end of the day, the envelopes are either given to
the Administrative Professional II to check for completeness and accuracy or put in the locked box
located in the Dispatch office. The cash box is emptied daily with all money put into a bank bag and
placed in a locked container.
If a check is mailed to the office, it is stamped "For Deposit Only" and held in a locked container until
the deposit process is started.
No Show Fee
A trip is considered a No Show when the driver arrives at the scheduled location and has made every
reasonable effort to locate the passenger for the specified allotted time. The specified allotted time is
three minutes beyond the arrival of the vehicle. Wheelchair passengers and frail elderly passengers are
given five to seven minutes as a courtesy of the Transportation office. The driver will notify the UCT
Dispatch office of the No Show. The Dispatcher, upon review of the situation, will determine if the
passenger is a No Show. If it is determined to be a No Show the Dispatcher will record the trip as such
and will cancel the return trip, if one had been scheduled.
The passenger will be charged a $10.00 No Show fee, per occurrence. A No Show First Warning
Notice will be mailed to the address on record indicating the date of the occurrence, referencing the No
Show Suspension policy, and the expected payment process. Each additional No Show will result in a
No Show Notice being mailed. If the number of No Shows, within a certain time period as referenced
in the No Show Suspension policy, has occurred a Suspension Notice will be mailed to the address on
record indicating the “No Show” dates and the date the passenger will be reinstated, if applicable. Each
No Show will be recorded to the passenger’s account and will be monitored for payment. If the rider
accumulates $20 in No Show fees a Suspension Notice will be mailed to the address on record
indicating the No Show dates unpaid and that transportation services are suspended until payment is
received. The No Show policy does not apply to Medicaid trips. This process is managed by the
Analytical Specialist or designee. All suspensions are approved by the Director.
The following No Show Suspension policy applies to all passengers whose trips are not Medicaid:
•3 No Shows within any 90-day period (first offense) will result in a 30-day suspension.
•3 additional No Shows within any 90-day period (second offense) will result in a 60-day
suspension.
•3 additional No Shows within any 90-day period (third offense) will result in a 90-day
suspension.
•3 additional No Shows within any 90-day period (fourth offense) could result in permanent
Appendix C
130
3
suspension.
If the payment is received by a driver, it is placed into an envelope, and the driver adds the client's
name, date, dollar amount, and vehicle number. At the end of the day, the envelopes are either given to
the Administrative Professional II to check for completeness and accuracy or put in the locked box
located in the Dispatch office. The cash box is emptied daily with all money put into a bank bag and
placed in a locked container.
If a check is mailed to the office, it is stamped "For Deposit Only" and held in a locked container until
the deposit process is started.
Payments from Outside Agencies
Another source of revenue is the payment received from outside agencies who purchase our services
and are billed monthly at a per trip charge. These funds are paid by check and are received by mail at
our office location. When the checks are received, they will be immediately stamped “For Deposit
Only” and held in a locked container until the deposit process is started.
Payments from Government Agencies/Grants
Another source of revenue is the payment received from various grants that reimburse us for specific
administrative costs incurred or other operating expenses. These can be on a monthly or quarterly
basis. These payments may be in the form of checks mailed to our office location. When the checks are
received, they will be immediately stamped “For Deposit Only” and held in a locked container until
the deposit process is started.
Deposit Procedures
The preparation of the deposit is completed by either the Administrative Professional II, Reservation
Technician, or Analytical Specialist. The staff member will count the cash and checks and complete
the breakdown of the currency on the Deposit Count slip. Then they will note the totals on the deposit
slip, which is completed in duplicate and initialed. Next, another staff member will count the cash and
checks to confirm the amount and initial both deposit slips and place deposit in a locked deposit bag.
Once completed, the Analytical Specialist or the Administrative Professional II will complete the
Transportation Logistics Support Form requesting a deposit be completed for Transportation. An
approved courier will sign for the deposit along with a member of the Transportation staff. Only
deposits of $500.00 or more are required to be taken to the bank that day. The internal policy for the
Transportation office is $250.00. Cash and checks received by the Administrative Professional II
waiting to be deposited are held in a locked container.
When the validated deposit slip is returned, the Administrative Professional II, or other member of the
staff who prepared the deposit, will include the deposit amount in the Excel file labeled Transportation
Revenue Report, identified by the date of deposit, account code, and dollar amount. The Excel file will
track the daily deposits made for the month and is emailed to the Finance Department contact one to
two business days after the last day of the month.
A copy of the monthly deposit report and the deposit slip will be maintained on file in the
Transportation office to serve as backup documentation for the following:
•HCCBG figures will be reported monthly to the Division on Aging. These figures are one area
of the review during our yearly program assessment for Home and Community Care Block
Grant (HCCBG) funding by Centralina Council of Governments.
Appendix C
131
4
•A copy will be maintained as verification for NCDOT of use of RGP, EDTAP, or Employment
funding and as evidence of the RGP local match being earned.
Appendix C
132
Union County Transportation Comment Form
Select Language
Powered by Translate (https://translate.google.com)
Fields marked with an asterisk (*) are required
Union County Division of Transportation is committed to providing you with safe and reliable transportation and we
want your feedback. Please use this form for suggestions, compliments, and complaints. You may also call us at 704-
292-2511, visit our Customer Service Center at 1407 Airport Rd, Monroe, NC 28110, or contact us by email or U.S.
postal mail at the addresses below. Please make sure to provide us with your contact information in order to receive
a response. Union County Division of Transportation, Theresa Torres,1407 Airport Rd, Monroe, NC 28110, 704-
292-2598, and theresa.torres@unioncountync.gov
Date:
Please select type of
complaint:*(?)
Please select type of
comment:*
Name:Phone Number:Email:
Date of Occurrence:Time of Occurrence:
Name of Employee(s) Involved:Vehicle Number:
Direction of Travel:
Location of Incident:
Mobility Aid Used (if
any):
Section I: Type of Comment
Date will be captured on form submission
ADA Title VI
(https://lfportal.unioncountync.gov/Forms/UCTADATitleVIComplaint)
General
Compliment Suggestion Complaint
Section II: Contact Information
ex (555) 555-5555
Section III: Comment Details
AM
133
If above information is unknown, please provide other descriptive information to help identify the employee:
Description of Incident or Message:
May we contact you if we need more details or
information?What is the best way to reach you? (Choose One)
If a phone call is preferred, what is the best day and time to reach you?
Submit
Section IV: Follow Up
134
Appendix W
135
Appendix W
136
Appendix W
137
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-396 Agenda Date:7/20/2026
TITLE:..title
Grant Application - Transportation FY2027 ConCPT Grant Application
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
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 purpose of the ConCPT funding's coordination portion (CO) is to enhance coordination among
NCDOT IMD grantees. Funding will be provided for coordination activities in which two or more public
transportation grantees (including community colleges or universities) agree to establish formal
relationships to maximize resources, achieve efficiencies, and improve access to public
transportation. The primary goal of this ConCPT funding is to establish formal relationships between
the participants for long-distance routes.
This funding will be used for both operating and capital expenses to cover coordination services with
Anson County Transportation and CATS 74X. It will also be used to cover the cost of replacement
tablets for our vehicles and a new Operations, Administrative, and Safety Management System that
will replace the current Access system (HUB) used by transportation today.
FINANCIAL IMPACT:
A total of $266,000 in grant funds (if approved as submitted), which includes 100% of State share
and a Local match of 0%.
Union County, NC Printed on 7/7/2026Page 1 of 1
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FY27 PROGRAM RESOLUTION Page 1 of 2
Last Updated: 02/11/2025
PUBLIC TRANSPORTATION PROGRAM RESOLUTION
FY27 RESOLUTION
Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or
combination thereof.
Applicant seeking permission to apply for Public Transportation Program funding, enter into
agreement with the North Carolina Department of Transportation, provide the necessary
assurances and the required local match.
A motion was made by (Board Member’s Name) and seconded by (Board Member’s
Name or N/A, if not required) for the adoption of the following resolution, and upon being
put to a vote was duly adopted.
WHEREAS, Article 2B of Chapter 136 of the North Carolina General Statutes and the
Governor of North Carolina have designated the North Carolina Department of
Transportation (NCDOT) as the agency responsible for administering federal and state
public transportation funds; and
WHEREAS, the North Carolina Department of Transportation will apply for a grant from
the US Department of Transportation, Federal Transit Administration and receives funds
from the North Carolina General Assembly to provide assistance for rural public
transportation projects; and
WHEREAS, the purpose of these transportation funds is to provide grant monies to local
agencies for the provision of rural, small urban, and urban public transportation services
consistent with the policy requirements of each funding source for planning, community
and agency involvement, service design, service alternatives, training and conference
participation, reporting and other requirements (drug and alcohol testing policy and
program, disadvantaged business enterprise program, and fully allocated costs
analysis); and
WHEREAS, the funds applied for may be Administrative, Operating, Planning, or Capital
funds and will have different percentages of federal, state, and local funds.
WHEREAS, non-Community Transportation applicants may apply for funding for
“purchase-of-service” projects under the Capital Purchase of Service budget, Section
5310 program.
WHEREAS, (Legal Name of Applicant) Union County hereby assures and certifies that
it will provide the required local matching funds; that its staff has the technical capacity to
implement and manage the project(s), prepare required reports, obtain required training,
attend meetings and conferences; and agrees to comply with the federal and state
statutes, regulations, executive orders, Section 5333 (b) Warranty, and all administrative
139
FY27 PROGRAM RESOLUTION Page 2 of 2
Last Updated: 02/11/2025
requirements related to the applications made to and grants received from the Federal
Transit Administration, as well as the provisions of Section 1001 of Title 18, U. S. C.
WHEREAS, the applicant has or will provide all annual certifications and assurances to
the State of North Carolina required for the project;
NOW, THEREFORE, be it resolved that the (Authorized Official’s Title)* County
Manager of (Name of Applicant’s Governing Body) Union County is hereby authorized
to submit grant application (s) for federal and state funding in response to NCDOT’s calls
for projects, make the necessary assurances and certifications and be empowered to
enter into an agreement with the NCDOT to provide rural, small urban, and urban public
transportation services.
I (Certifying Official’s Name)* Lynn West (Certifying Official’s Title) Clerk of the Board of
Commissioners do hereby certify that the above is a true and correct copy of an excerpt from
the minutes of a meeting of the (Name of Applicant’s Governing Board) Union County Board of
Commissioners duly held on the 20th day of July, 2026.
Signature of Certifying Official
*Note that the authorized official, certifying official, and notary public should be three
separate individuals.
Seal Subscribed and sworn to me
(date)
Notary Public *
Printed Name and Address
My commission expires
(date)
Affix Notary Seal Here
140
FYXX LOCAL SHARE CERTIFICATION FOR FUNDING Page 1 of 2
Last Updated: 01/06/2026
LOCAL SHARE CERTIFICATION FOR FUNDING
Union County
(Legal Name of Applicant)
Requested Funding Amounts
Project Total Amount Local Share**
5311 Administrative $ $ (15%)
5311 Operating (No State Match) $ $ (50%)
5310 Operating (No State Match) $ $ (50%)
Combined Capital $ $ (10%)
Mobility Management $ $ (10%)
5310 Capital Purchase of Service $ $ (10%)
ConCPT $ 266,000 $ 0 ( 0%)
Capital Cost of Contracting $ $ ( %)
Travelers’ Aid $ $ (50%)
$ $ ( %)
$ $ ( %)
$ $ ( %)
Funding programs covered are 5311, 5310, 5339 Bus and Bus Facilities, 5307 (Small fixed
route, regional, and consolidated urban-rural systems)
TOTAL $ 266,000 $ 0
Total Funding Requests Total Local Share
**NOTE: Applicants should be prepared for the entire Local Share amount in the event
State funding is not available.
The Local Share is available from the following sources:
Source of Funds Apply to Grant Amount
General Fund ConCPT Grant $ 0
TOTAL $ 0
141
FYXX LOCAL SHARE CERTIFICATION FOR FUNDING Page 2 of 2
Last Updated: 01/06/2026
** Fare box revenue is not an applicable source for local share funding
I, the undersigned representing (Legal Name of Applicant) Union County do hereby certify to
the North Carolina Department of Transportation, that the required local funds for the FY2027
Community Transportation Program and 5307 Governors Apportionment will be available as of
July 1, 2026, which has a period of performance of July 1, 2026 – June 30, 2027.
_________________________________________
Signature of Authorized Official
Brian W. Matthews, County Manager
Type Name and Title of Authorized Official
Date
142
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-398 Agenda Date:7/20/2026
TITLE:..title
Contract - Daymark Recovery Services, Inc.
INFORMATION CONTACT:
Janet Payne, Human Services Agency, Administrator, 704-296-4349
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement with Daymark Recovery
Services, Inc. in the amount of $714,850.00, 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 at the County Manager's discretion.
PRIOR BOARD ACTIONS:
1) September 3, 2019, Regular Meeting, Agenda Item # 3 - Approval of original contract
2) June 15, 2020, Regular Meeting, Agenda Item # 12 - Approval of 1st Amendment
3) August 16, 2021, Regular Meeting, Agenda Item # 15 - Approval of 2nd Amendment
4) September 19, 2022, Regular Meeting, Agenda Item # 22-660 - Approval of 3rd Amendment
5) August 14, 2023, Regular Meeting, Agenda Item # 23-528 - Approval of 4th Amendment
6) June 17, 2024, Regular Meeting, Agenda Item # 24-425 - Approval of New Contract #8989
BACKGROUND:
As part of a continued effort to ensure that the funding allocated for behavioral health services in
Union County is directed to areas of priority, County staff have worked with Daymark Recovery
Solutions, Inc. to establish a direct contract relationship. For many years, Union County has provided
funding for local behavioral health services to community service providers. This new agreement,
amounting to $714,850.00, with $60,000.00 coming directly from ABC taxes and the rest from County
funds, will provide more direct oversight by the County to ensure that the locally allocated funds are
managed as desired. Additionally, it will offer greater flexibility in addressing any issues that may
arise, thus enhancing the effectiveness and responsiveness of the services provided.
FINANCIAL IMPACT:
Funding for this contract is included in the FY2025 Proposed Operating & Capital Budget and is
pending adoption by the Board of County Commissioners.
Union County, NC Printed on 7/7/2026Page 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 #:26-399 Agenda Date:7/20/2026
TITLE:..title
Contract Amendment - FY2027 74X CATS Express Bus Service
INFORMATION CONTACT:
Theresa Torres, Human Services Agency Transportation Division Director, 704-283-3598
ACTION REQUESTED:
Authorize the County Manager to approve the Third Amendment to the Union County Regional
Transit Services Agreement between the City of Charlotte and Union County.
PRIOR BOARD ACTIONS:
1) April 17, 2023, Regular Meeting, Agenda Item # 23-122 - Presentation of 74 Express Bus Service
Partnership Update- Action cancel service
2) June 19, 2023, Regular Meeting, Agenda Item #23-387 - Presentation of 74 Express Bus Service
Partnership Update-Action add back Indian Trail stop
3) February 5, 2024, Regular Meeting Agenda Item #24-070 - FY2024- Contract CATS Express Bus
Service
4) July 15, 2024, Regular Meeting Agenda Item #24-476 - FY2025- Contract CATS Express Bus
Service
5) July 14, 2025, Regular Meeting Agenda Item #25-431 - FY2026 - Contract CATS/MPTA Express
Bus Service
BACKGROUND:
The Charlotte Area Transit System (CATS)/Metropolitan Public Transportation Authority (MPTA)
provides peak-hour weekday express bus service from Indian Trail to uptown Charlotte, based on
terms set forth in a Regional Transit Services Agreement between the City of Charlotte/Metropolitan
Public Transportation Authority (MPTA) and Union County. Prior to October 2023, the express bus
included stops in both Monroe and Indian Trail. The service changed to include only stops in Indian
Trail starting October 1, 2023. This contract amendment is the third of four potential one-year renewal
extensions and will cover the period from July 1, 2026, to June 30, 2027.
Union County is obligated under this contract to pay a portion of the operating costs, including
administrative expenses, which represent 50% of the net cost of service after deducting fare revenue.
Union County’s third amendment FY2027 ($121,613) will be paid $20,889 by Indian Trail, leaving
$39,918 to be covered by budgeted County general funds, and the remaining 50% to be covered by
Federal Transit Administration (FTA) Section 5307 urban transit grant funding.
FINANCIAL IMPACT:
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-399 Agenda Date:7/20/2026
A maximum of $121,613 in payments to CATS will be made. $20,889 will be paid by Indian Trail,
leaving $39,918 to be covered by FY2027 budgeted general funds, and $60,807 will be reimbursed
through Section 5307 grant funds.
Union County, NC Printed on 7/7/2026Page 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 #:26-423 Agenda Date:7/20/2026
TITLE:..title
Budget Amendment - Funding to Build and Support Enhanced Community-Based Health Care
Delivery to Improve the Health and Quality of Life for All North Carolinians
INFORMATION CONTACT:
Traci Colley, Human Services Agency - Department of Public Health, Director, 704-296-4801
ACTION REQUESTED:
1) Recognize, receive, and appropriate $21,143.16 in Bringing Value Home Innovation Funding from
Community Care of North Carolina, Inc. and 2) approve Budget Amendment #1.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Community Care of North Carolina, Inc. (CCNC) has awarded Union County Public Health Bringing
Value Home Innovation Funding, a one-time grant in the amount of $21,143.16.
The purpose of this grant is to assist practices in identifying and executing plans that support CCNC’s
charitable mission to build and support enhanced community-based health care delivery systems to
improve the health and quality of life for all North Carolinians. To remain consistent with this mission
and CCNC’s tax-exempt status, acceptable uses for these funds include but are not limited to:
•Activities that support expanding access to care such as open access scheduling
•Implementing practice-based solutions to reduce unnecessary Emergency Department and
Inpatient Utilization and improve timely follow-up with patients after hospital utilization occurs
•Improving quality performance, particularly for targeted Medicaid PHP Quality Measures
•Employing new ways to engage unengaged patients
•Implementing Practice Innovations that align with CCNC’s mission Grant funds may not be
used for lobbying or partisan political activities.
FINANCIAL IMPACT:
The County is awarded $21,143.16 from Community Care of North Carolina, Inc. No County match is
requested or required.
Union County, NC Printed on 7/7/2026Page 1 of 1
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From: Randy Barrington <rbarrington@communitycarenc.org>
Sent: Tuesday, 09 June 2026 11:56:51
To: Traci Colley <traci.colley@unioncountync.gov>
Subject: Bringing Value Home Innovation Funding
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Sent on behalf of Dr. Tom Wroth, President and CEO of Community Care of North Carolina:
June 9, 2026
Dear Union County Health Department:
I am pleased to inform you that Community Care of North Carolina, Inc. (CCNC) has
awarded your practice Bringing Value Home Innovation Funding, a one-time grant in the
amount of $21,143.16. The payment represents $14.47 PM (per member) calculated using
your March 2026 Medicaid Standard Plan Prepaid Health Plan (PHP) attribution of
1,461 as reported to CCNC in the Beneficiary files from each PHP. As attribution rates
vary from month to month, the Innovation Funding grants were calculated using March
2026 attribution data – for consistency and accuracy. If your practice is a multi-site
organization, please note that individual payments will be made at the location level.
This notification letter is being sent to you as the Primary Business Contact for your
practice and we encourage you to share it with others in your organization who may
need official notification of the grant.
The purpose of this grant is to assist practices in identifying and executing plans that
support CCNC’s charitable mission to build and support enhanced community-based
health care delivery systems to improve the health and quality of life for all North
Carolinians. To remain consistent with this mission and CCNC’s tax-exempt status,
acceptable uses for these funds include but are not limited to:
• Activities that support expanding access to care such as open access scheduling
• Implementing practice-based solutions to reduce unnecessary Emergency
Department and Inpatient Utilization and improve timely follow-up with patients
after hospital utilization occurs
• Improving quality performance, particularly for targeted Medicaid PHP Quality
Measures
• Employing new ways to engage unengaged patients
• Implementing Practice Innovations that align with CCNC’s mission
Grant funds may not be used for lobbying or partisan political activities.
This grant period will be one (1) year, and the award will be made in a single payment (per
location, if applicable) by Electronic Funds Transfer, labeled “Innovation Funding 2026” on
or before June 30, 2026. Your acceptance of these funds constitutes your agreement to
use the funds for purposes such as those described above. Should we require additional
information to process the payment, we will reach out to you prior to payment.
159
Later this summer, your Provider Relations Representative (PRR) will meet with you to
discuss how you plan to utilize your practice’s Bringing Value Home Innovation funding. All
grant funds should be used in accordance with the acceptable uses described above by
June 30, 2027.
Thank you for all you continue to do for your patients and your community.
Tom Wroth, MD, MPH
President and CEO
Community Care of North Carolina, Inc.
Who is CCNC? Watch these short videos to find out.
CCPN: Providing Value to Independent Primary Care – See How
Accountability • Collaboration • Excellence • Innovation • Health Equity and Access
The content of this message and any attachments are intended solely for the use of the individual or entity to
whom it is addressed and may contain proprietary or confidential information.
If you have received this e-mail by mistake, you are not authorized to copy, forward, or in any way use or rely
upon its contents. Please inform us by reply email and then delete the message and attachments from your
system. Thank you for your understanding.
160
Bringing Value Home Innovation Funding June 30, 2026 21,143.16$
Reimplementation of Child Health Behavioral Health Program FY27
Orientation training for Behavioral Health Care
Manager (BHCM) $379.00
Conference/ongoing training for BHCM and
pediatrician $2,000.00
Pediatric psychiatrist consultant 2H/week @
$150.00 per hour for up to 26 weeks $8,000.00
AIMS Caseload Tracker, 3 years $2,600.00
Interpreting costs, in-person and virtual $3,550.00
Child Health Capacity Expansion
CH Expanded Role Rostered Nurse Training $2,500.00
Travel associated with training $1,500.00
Susitinence associated with training $612.00
Total:$21,141.00
161
BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
DEPT SRV CHRGS-3RD PARTY 21,143
Reimplementation of CHBH FY27 16,531
Child Health Capacity Expansion 4,612
Explanation: To allocate a one-time grant in the amount of $21,143.16 to the Bringing Value Home Innovation Funding from (CCNC)
Community Care of North Carolina, Inc. (CCNC)The payment represents $14.47 PM (per member) calculated using your
March 2026 Medicaid Standard Plan Prepaid HealthPlan (PHP) attribution of 1,461 as reported to CCNC in the Beneficiary files
from each PHP.
DATE 7/20/2026 APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
10130510-5313-11429 Education 2,381 10130510-4520-11483 DEPT SRV CHRGS-3RD PARTY 16,531
10130510-5381-11429 Profressional Services 8,000 10130510-4520-11429 DEPT SRV CHRGS-3RD PARTY 4,612
10130510-5354-11429 Maint Agreements-Computer 2,600
10130510-5381-11429 Profressional Services 3,550
10130510-5313-11483 Education 2,500
10130510-5311-11483 Travel 1,500
10130510-5312-11483 Travel Subsistence 612
Total 21,143 Total 21,143
Prepared By MEG
Posted By
Date Number 1
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
Public Health Traci Colley
FY 2027 July 20, 2026
162
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-404 Agenda Date:7/20/2026
TITLE:..title
Petition for Annexation and Rezoning
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Authorize the County Manager to 1) sign the petition of annexation into the Town of Wingate and 2)
sign and submit the application for rezoning.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County purchased approximately 38.35 acres of land in Wingate for the purposes of economic
development. Parcels 09012003C, 09-012-010B, and 09-012-010D are located in the Town of
Wingate’s extraterritorial jurisdiction (ETJ) and are currently zoned RA-20. To support economic
growth, create jobs, and attract new taxable investment, which is the highest and best use of this
property, we are seeking to annex and rezone these parcels to a Conditional Light Industrial
designation.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 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 #:26-406 Agenda Date:7/20/2026
TITLE:..title
Purchase - Library Materials
INFORMATION CONTACT:
Nina Chaffin, Library, Director, 704-283-3561
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:
At the beginning of each fiscal year, the Library issues a purchase order to one of its primary material
vendors, Overdrive, Inc. The Library then orders materials against this purchase order throughout the
year. We have a contract (#4089) with Overdrive, Inc. for the digital platform, and all materials for this
platform must come from Overdrive. The approval of this PO will enable the Library to commence its
E-books, E-audiobooks, and E-magazine purchasing for the year so that there is no significant lapse
in new materials for the public, as well as the digital platform fee.
The Library has utilized the contractual services of Overdrive, Inc. for library materials since July,
2015. The vendor has been effective and efficient in meeting our service needs, and we are
requesting to continue this service for an additional twelve months.
FINANCIAL IMPACT:
The anticipated cost for the materials is $174,000 and is budgeted accordingly for FY27.
Union County, NC Printed on 7/7/2026Page 1 of 1
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Outlook
Fw: Materials POs for FY27
From Matthew Killough <Matthew.Killough@unioncountync.gov>
Date Wed 6/24/2026 8:32 AM
To Matthew Killough <Matthew.Killough@unioncountync.gov>
From: Nina Chaffin <Nina.Chaffin@unioncountync.gov>
Sent: Friday, June 19, 2026 11:02 AM
To: Tracy Tripodi <Tracy.Tripodi@unioncountync.gov>; Matthew Killough <Matthew.Killough@unioncountync.gov>
Cc: Rachel Webb <Rachel.Webb@unioncountync.gov>; Lindsey Shuford <Lindsey.Shuford@unioncountync.gov>
Subject: Materials POs for FY27
Here are the PO amounts we need entered for the new FY that must go before the BOCC. Can you
please enter these in today, so we can meet the BOCC agenda deadline of 6/29?
1. Ingram TOTAL: $309,500
$275,000 for books out of 5233
$34,500 supplies out of 5260
2. OverDrive TOTAL: $174,000
$118,000 for eBooks and eAudiobooks out of 5232
$56,000 for eMagazines, eSubscriptions, and Platform Fee out of 5234
Nina Chaffin
Director | Union County Library
T 704-283-3561
uclnc.org
Union County Library
316 East Windsor Street
Monroe, NC 28112
Email 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 email, please contact the sender immediately.
165
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-407 Agenda Date:7/20/2026
TITLE:..title
Purchase - Dump Truck
INFORMATION CONTACT:
Caleb Sinclair, Solid Waste, Director, 704-283-3576
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 piece of equipment is necessary to fulfill our regulatory environmental compliance
obligations with respect to NCDEQ Solid Waste Permit for cover material at the Union County
Construction and Demolition Landfill facility.
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local governments to make
purchases through a competitively bid North Carolina Statewide Term Contract or a Group
Purchasing Program.
The purchase of the 2027 Peterbilt 567 Quad Dump Truck will be made using Sourcewell
Contract #060920-PMC quoted by The Larson Group Peterbilt.
FINANCIAL IMPACT:
The anticipated cost for the 2027 Peterbilt 567 Quad Dump Truck is $272,391.40 and is budgeted
accordingly for FY27.
Union County, NC Printed on 7/7/2026Page 1 of 1
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THE LARSON GROUP TLGTRUCKS.COM
Phone: 417.865.5355 3026 N Mulroy Road
Fax: 417.869.7738 Strafford, MO 65757
Contract#: 032824-PMC KEEPING CUSTOMERS FOR LIFE
Thursday, June 25, 2026
Kevin Holland
TLG Peterbilt - Charlotte
3917 Trailer Dr.
Charlotte, NC 282269
Union County Solid Waste and Recycling
2125 Austin Chaney Rd.
Wingate, NC 28174
828-287-6127
Regarding: 2027 Peterbilt 567 Quad Axle Dump quotation per Sourcewell Contract
#060920-PMC
Mr. Chris Mediln:
The Larson Group Peterbilt is a proud vendor for Sourcewell, and we are pleased to
submit for your review our quotation for a new 2027 Peterbilt 567 Quad Dump per
Sourcewell Contract #060920-PMC. Your terms are as follows:
2027 Peterbilt (567) per the attached specifications
Price includes Sourcewell discount from Peterbilt Motors Company
Price includes pre-delivery inspection
Price does NOT include state or federal taxes, such as Federal Excise Tax
Price is FOB our dealership location in Charlotte, NC
Delivery in approximately 12 days after issue of PO to TLG Peterbilt Charlotte.
This truck is stock on the ground at our Charlotte TLG Peterbilt store
Net cash price, FOB Peterbilt of Charlotte: $224,652.00
Based on a list price of $340,382.00, this represents a discount of 34% in
agreement with the Soucewell contract #060920-PMC pricing for this model.
Discount: ($115,730.00)
Sourced Goods:
Requested additional add on options: RS/Godwin 21’(Dump body) for an additional
($47,000.00) (Body quote supplied by RS/Godwin). Chassis Flooring Expense 150
Days for Body install ($4560)
$46,649.00
167
Page 2 of 3
THE LARSON GROUP TLGTRUCKS.COM
Phone: 417.865.5355 3026 N Mulroy Road
Fax: 417.869.7738 Strafford, MO 65757
Additional Dealer add items:
Fuel, DEF, Detail, DOT, Nut Covers & Caps, for a total of
$1090.40
Total $272,391.40
Customer signature:
Please call or email me if you have any questions.
We look forward to doing business with you and your agency.
Sincerely,
Kevin Holland
Kevin Holland
Municipal & Refuse Sales
Office 704-599-2311
Cell 980-522-2177
Fax 704-597-8764
kholland@tlgtrucks.com
168
Page 3 of 3
THE LARSON GROUP TLGTRUCKS.COM
Phone: 417.865.5355 3026 N Mulroy Road
Fax: 417.869.7738 Strafford, MO 65757
169
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-418 Agenda Date:7/20/2026
TITLE:..title
Union County Land Preservation and Easement Program
INFORMATION CONTACT:
Alan Aldridge, Soil & Water Conservation, District Director, 704-233-1621 Ext. 3
ACTION REQUESTED:
1) Approve the allocation of funds, from Budget 10115410-5630-11115, for the purchase of
Easements 90-2026-006, and 90-2026-007 in the amount of $545,785; and 2) accept Easements 90-
2026-006, and 90-2026-007 into the Union County Land Preservation & Easement Program.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County is currently ranked 13th in the United States for open space land loss on a per year
basis according to the latest research published by the American Farmland Trust. Over the last four
fiscal years, Union County has lost 3,191 acres (FY2020), 2,892 acres (FY2021), 3,625 acres
(FY2022), and 2,419 acres (FY2023) from parcels enrolled in present use value (PUV) alone.
According to the 2022 NCDA Census of Agriculture, Union County has 186,626 acres of farmland. In
the Business-as-Usual scenario published by NC FarmLink, Union County is slated to lose 51,500
acres of current farmland by 2040. This scenario would represent approximately a 28% reduction in
total farmland acreage in Union County by 2040.
The Union County Land Preservation & Easement program allows landowners to sell and/or donate
the development rights to their property while still obtaining ownership of the land. By selling and/or
donating the development rights, open space and agricultural land will be preserved through
conservation easements held by the Union County Soil & Water Conservation District. The District
will be responsible for monitoring and inspections of easements to maintain compliance within the
program. The use of present use value (PUV) rollback funds will provide financial resources to the
Union County Soil & Water Conservation District for the easement purchases and all associated
transaction costs. These funds are held in a Union County budget line and all non-encumbered funds
will rollover at the end of each fiscal year.
FINANCIAL IMPACT:
$545,745 for the purchase of Easements 90-2026-006, and 90-2026-007.
Union County, NC Printed on 7/7/2026Page 1 of 1
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Def Value Purchase %Acres Purchase Cost
4,814,600.00$ 10%162.03 481,460.00$
171
Def Value Purchase %Acres Purchase Cost
257,300.00$ 25%40.00 64,325.00$
172
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-419 Agenda Date:7/20/2026
TITLE:..title
Streamflow Rehabilitation Assistance Program (StRAP)
INFORMATION CONTACT:
Alan Aldridge, Soil & Water Conservation, District Director, 704-233-1621 Ext. 3
ACTION REQUESTED:
1) Approve the Division of Soil and Water Conservation’s allocation of Streamflow Rehabilitation
Assistance Program funding to Union County of $310,909 that will be reimbursed to the County after
successful completion of the work, and 2) approve Budget Amendment #XXXXXX
PRIOR BOARD ACTIONS:
Board approved grant application at the January 12th 2026 board meeting
BACKGROUND:
The StRAP program through the Division of Soil and Water Conservation offers local Soil and Water
Conservation Districts reimbursement for stream debris removal work to remove stream debris out of
the 100-year floodplain (or processed within).
FINANCIAL IMPACT:
Up to $310,909 of funding will be reimbursed to the County following successful completion of the
debris removal work in Lanes Creek.
Union County, NC Printed on 7/7/2026Page 1 of 1
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174
Steve Troxler
Commissioner
North Carolina Department of Agriculture
and Consumer Services
N. David Smith
Chief Deputy Commissioner
GRANTEE DOCUMENT CHECK OFF LIST
NCDA&CS Form: Grantee Document Check Off List
Revised: 06/2017;10/2017, 04/2022; 09/2022; 08/2024; 03/2026
INSTRUCTIONS:
1) Circle the "Yes" boxes in the left column (Grantee) for the document titles to be returned with the
signed contract. It is acceptable to have everyone sign the contract electronically or 2) returned with the
two (2) signed, dated, and notarized copies of the agreement, with signatures in blue or black ink.
2) Be sure to include all the other documents specified in your agreement package.
3) If “No” has been checked off for you, that document is not required for this grant program or project.
Grantee Name: Union SWCD
Project Title: Streamflow Assistance Program-Helene
Contract Number: 26-079-4007
Grantee
Circle One Box
Document Title
Division
Attached or On File
Grants Office
Attached or On File
Yes No Contractual “Check Off List for Grantee” Yes No Yes No
Yes No Contract Cover
(To be signed, dated) Yes No Yes No
Yes No Attachment A
General Terms and Conditions Yes No Yes No
Yes No Attachment B
Site List & Project Timeline Yes No Yes No
Yes No Attachment C
NC Openbook Supplemental Information Yes No Yes No
Yes No Attachment D
Signature Card Yes No Yes No
Yes No
Attachment E
Streamflow Rehabilitation Assistance Program (StRAP)
Quarterly Progress Report Yes No Yes No
Yes No
Attachment F
Streamflow Rehabilitation Assistance Program 50%
Progress Report
Yes No Yes No
Yes No Attachment G
Request for Payment Form Yes No Yes No
Yes No Attachment H
Request for Payment Summary Yes No Yes No
Yes No Attachment I
Equipment Log Yes No Yes No
Yes No Attachment J
Time Log Yes No Yes No
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V. 6 2026 Streamflow Assistance 2026
STATE OF NORTH CAROLINA
COUNTY OF WAKE
Department Use Only
FUNDING CODE:
1000-203704-54600067-1001803-10H00
00026
AMOUNT: $310,909.00
TIME PERIOD: May 1, 2026 to June 30,
2029
North Carolina Department of Agriculture and Consumer Services
Division of Soil & Water Conservation
Streamflow Rehabilitation Assistance Program – Government
Contract Number: __26-079-4007___________________
This Contract is hereby entered into by and between the North Carolina Department of Agriculture and Consumer
Services, Division of Soil & Water Conservation (the "Agency") and Union SWCD, (“Grantee”), and referred to
collectively as the “Parties.” The Grantee’s federal tax identification number is 56-6000345 and is physically located
in Union and is further located at 3230-B Presson Road Monroe, NC 28110.
The purpose of this Contract is to assist in protecting and restoring the integrity of drainage infrastructure through
routine maintenance to existing streams and drainage ways. The Grantee’s project title is Streamflow
Rehabilitation Assistance Program. This Contract is funded by State appropriations provided through Session Law
2024-57, Senate Bill 382 Section -1D.2 and Session Law 2025-26, House Bill 1012 Section 2A.3.(a)b. Funds
awarded under this Contract must be used for the purposes for which they are intended and provided in Session
Law 2023-134, House Bill 259 Section -5.6(d)-.
The Grantee’s fiscal year ends June 30.
Contract Documents:
This Contract consists of the Grant Contract and its attachments, all of which are identified by name as follows:
1.This Contract
2.General Terms and Conditions (Attachment A)
3.Site List & Project Timeline (Attachment B)
4.NC Openbook Supplemental Information (Attachment C)
5.Signature Card (Attachment D)
6.Streamflow Rehabilitation Assistance Program (StRAP) Quarterly Progress Report (Attachment E)
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V. 6 2026 Streamflow Assistance 2026
7. Streamflow Assistance 50% Progress Report (Attachment F)
8. Request for Payment form (Attachment G)
9. Request for Payment Summary (Attachment H)
10. Equipment Log (Attachment I)
11. Time Log (Attachment J)
12. Equipment log
These documents constitute the entire agreement between the Parties and supersede all prior oral or written
statements or agreements.
I. Precedence Among Contract Documents:
In the event of a conflict between or among the terms of the Contract Documents, the terms in the Contract Document
with the highest relative precedence shall prevail. The order of precedence shall be the order of documents as listed
in Paragraph 1, above, with the first-listed document having the highest precedence and the last-listed document
having the lowest precedence. If there are multiple Contract Amendments, the most recent amendment shall have the
highest precedence and the oldest amendment shall have the lowest precedence.
II. Effective Period:
This Contract shall be effective on May 1, 2026, and shall terminate on June 30, 2029, with the option to extend, if
mutually agreed upon, through a written amendment as provided for in the General Terms and Conditions as described
in Attachment A.
III. Grantee's Duties:
1. The Grantee will submit Site List and Contract Timeline (Attachment B) prior to receiving the contract offer.
2. The Grantee will attend a virtual Pre-award meeting within 45 days for receiving the contract offer.
3. The Grantee has 60 days to return the original contract from the offer letter. If more than 60 days is needed, a
written explanation providing a detailed explanation for the extension need is required. The letter will also need
to include a date that the contract will be signed and returned. The letter will be subject to approval. Failure to
return the contract within 60 days or a written explanation will result in funding cancellation for the project.
4. The Grantee shall provide the planned repairs to the named stream/drainage channels and watershed projects
listed in Attachment B, Scope of Work. The Grantee shall be responsible for obtaining the necessary landowner
authorization for site access and all permits needed to complete the planned work.
5. The Grantee shall provide copies of Right of Entry (RoE) forms completed by all landowners who own
properties to be worked on in projects included in Attachment B, Scope of Work. These RoE forms must be
submitted to The Agency before the contract shall be fully executed.
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V. 6 2026 Streamflow Assistance 2026
6. The Grantee will need to have Fifty percent (50%) of award funds committed (i.e., encumbered) with vendors by
August 30, 2027. If by August 30, 2027, this condition hasn’t been met, the grantee’s remaining unencumbered
funds are subject to reversion and reallocation by the Commission.
IV. Agency’s Duties:
The Agency shall pay the Grantee in the manner and in the amounts specified in the Contract Documents. The total
amount paid by the Agency to the Grantee under this Contract shall not exceed $310,909.00. The funds are provided
from State appropriations allocated through Session Law 2024-57, Senate Bill 382 Section -1D.2 and Session Law
2025-26, House Bill 1012 Section 2A.3.(a)b. By August 30, 2027, fifty percent (50%) of the award amount should
be encumbered by contracts.
There are no matching requirements from the Grantee.
V. Conflict of Interest Policy:
The Agency has determined that the Grantee is a government agency and is not subject to N.C.G.S. § 143C-6-23(b).
Therefore, the Grantee is not required to file a Conflict-of-Interest Policy with the Agency prior to disbursement of
funds.
VI. Statement of No Overdue Tax Debts:
The Agency has determined that Grantee is a government agency and is not subject to N.C.G.S. § 143C-6-23(c).
Therefore, the Grantee is not required to file a Statement of No Overdue Tax Debts with the Agency prior to
disbursement of funds.
VII. Reversion of Unexpended Funds:
Any unexpended grant funds shall revert to the Agency upon termination of this Contract.
VIII. Reporting Requirements:
State Reporting Requirements [N.C.G.S. 143C-6-23]:
1. The Agency has determined that the Grantee is a governmental entity and is not subject to the State reporting
requirements mandated by N.C.G.S. § 143C-6-23. Therefore, the Grantee does not have to file annual electronic
reports with the NC Office of State Budget & Management.
Agency Reporting Requirements:
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V. 6 2026 Streamflow Assistance 2026
1. The Grantee shall submit quarterly progress reports, with each report due on or before the last day of January,
April, July, and October, continuing until the project is complete and final project report is approved.
2. First report will be due on or before the last day of October 30, 2026.
3. The quarterly report will be submitted using the form shown as Streamflow Rehabilitation Assistance Program
(StRAP) Progress Report. This report will be used for the quarterly and final report. Each report shall include a
narrative summary of the work accomplished that quarter and for the project to date, as well as progress toward
completing the Project Scope of Work, and a separate budget report that is a summary of cash and in-kind
expenditures for the quarter and total project.
4. The quarterly progress report and budget report is required even if no activity has occurred for the quarter and no
reimbursement is requested for the quarter.
5. Grantee shall submit a Streamflow Assistance 50% Progress Report by end of business hours on August 30,
2027. The report will provide detailed information on the contracts that have been approved and executed for
the project. This report requires the grantee to show 50% of contract funds being encumbered by contracts. The
report is also subject to the review and approval of the Soil & Water Commission.
6. Grantee shall submit a Final Financial report (using the Attachment named “Streamflow Rehabilitation Assistance
Program (StRAP) Quarterly Progress Report”) and Final Request for Payment no later than 60 days after the
expiration or termination of this Contract.
7. Failure to submit timely and accurate reports will delay action on submitted invoices. Repeated reporting issues
can also result in further discussion with the Soil & Water Commission to determine continued participation in
the program.
8. All reports, including 50% Progress Report needs to be submitted to StRAP.Report@ncagr.gov.
IX. Payment Provisions:
All Request for Payment forms should be received no more than monthly. Payment requests will be submitted using
AttachmentH- StreamFlow Rehabilitation Assistance Program Request for Payment form, along with the Request for
Payment Summary form, and an appropriate certified invoice showing expenditures and matching funds, if applicable,
for the current period and cumulatively for the entire project. Upon approval by the Agency payment shall be made
within 60 days. All payments are subject to the availability of funds and verification that the Grantee is current on all
reporting requirements.
A portion of the funds awarded to the Grantee may be used to reimburse actual documented technical assistance, and
administrative expenses for the project reimbursement of technical assistance, and administrative expenses shall be
limited to 15% of total reimbursed expenditures.
The Grantee shall expend funds in accordance with G.S. 143C-6-23 (f1)(f2)(j). The Grantee shall account for any
income earned, which may result from any funds awarded under this Contract, on the Agency “Program Project
Invoice” form. Eligible uses of income earned are:
1. Expanding the project or program.
2. Continuing the project or program after grant ends; or
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V. 6 2026 Streamflow Assistance 2026
3. Supporting other projects or programs that further the broad objectives of the grant program.
This contract can be terminated prior to the original end date once the Grantee completes a virtual close out meeting
and submit a final report. If this Contract is terminated prior to the original end date, the Grantee may submit a final
Request for Payment form within 60 days of the date of the final report. All unexpended funds shall remain with the
Agency. The Agency shall have no obligation to honor requests for payment based on expenditure reports submitted
later than 60 days after termination or expiration of the Contract period.
Reimbursement requests shall be completed on a “Request for Payment” form furnished to the Grantee by the Agency.
All reimbursement forms must include support documentation, including but not limited to copies of invoices,
individual time sheets and travel logs that have been signed by the employee and supervisor, salary registers or payrolls
that include fringe benefits, hourly rates of pay, and signature of the Grantee’s responsible financial person, canceled
checks and lease agreements.
Eligible expenditures for payment must be within the effective period noted in the Contract. Reimbursement may not
be considered prior to the submission and final execution of the Contract.
All travel reimbursement shall be made in accordance with the current State rates, at the time of the expenditure, and
shall be made in accordance with the “State Budget Manual” https://www.osbm.nc.gov/budget/budget-manual
All matching funds, including in-kind and cash, must be spent concurrently with funds provided by the Contract. Both
types of matching funds expended shall be accounted for on the monthly certified invoices.
All request for payments shall be emailed to StRAP.Reimbursement@ncagr.gov
Indirect costs are not allowable expenditures under this Contract
X. Fraud, Waste and Abuse:
The grantee, including its employees, contractors, agents, interns, or any subrecipients, shall report suspected fraud,
waste and abuse activities related to any state employee, vendor or sub recipient of state funds or state resources.
There are three methods for reporting suspected fraud, waste or abuse (FWA). Grantee can report suspected FWA
directly to the Agency’s Audit Services Division, to any member of the Agency’s management team or through the
FWA reporting website below.
N.C.G.S. 143-748 permits Audit Services to treat all information as confidential. However, if an individual wishes to
remain anonymous, reports can be submitted through the FWA reporting website:
https://www.ncagr.gov/internalaudit/ReportForm.htm
Under no circumstances should an individual attempt to personally conduct investigations or interviews /interrogations
related to any suspected FWA act.
Investigation results will not be disclosed or discussed with anyone other than those who have a legitimate need to
know. This is important to avoid damaging the reputations of persons suspected but subsequently found innocent of
wrongful conduct.
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V. 6 2026 Streamflow Assistance 2026
It is the Agency’s policy that employees/contractors/sub recipients/interns will not suffer retaliation or harassment for
reporting in good faith any FWA concerns. The Agency encourages openness and will support anyone who raises
genuine concerns in good faith under this policy, even if they turn out to be unsubstantiated.
XI. Contract Administrators:
All notices permitted or required to be given by one Party to the other and all questions about the Contract from one
Party to the other shall be addressed and delivered to the other Party’s Contract Administrator. The name, post office
address, street address, telephone number, fax number, and email address of the Parties’ respective initial Contract
Administrator are set out below. Either Party may change the name, post office address, street address, telephone
number, fax number, or email address of its Contract Administrator by giving timely written notice to the other Party.
For the Agency:
IF DELIVERED BY US POSTAL SERVICE IF DELIVERED BY ANY OTHER MEANS
Stephanie Alston
Division of Soil & Water Conservation
216 West Jones Street
Raleigh, NC 27603
Stephanie Alston
1614 Mail Service Center
Raleigh, NC 27699-1614
Telephone: 919-707-3773
Email: stephanie.alston@ncagr.gov
Grants & Contracts General Email:
agr.grants@ncagr.gov
For the Grantee:
Grantee Contract Administrator- Mailing Address Grantee Principal Investigator or Key Personnel
Alan Aldridge
Union SWCD
3230-B Presson Road
Monroe, NC 28110
7042331621
Same
alan.aldridge@unioncountync.gov
XII. Supplementation of Expenditure of Public Funds:
The Grantee assures that funds received pursuant to this Contract shall be used only to supplement, not to supplant,
the total amount of federal, State and local public funds that the Grantee otherwise expends for activities involved
with specialty services and related programs. Funds received under this Contract shall be used to provide additional
public funding for such services. The funds shall not be used to reduce the Grantee's total expenditure of other public
funds for such services.
XIII. Disbursements:
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V. 6 2026 Streamflow Assistance 2026
As a condition of this Contract, the Grantee acknowledges and agrees to make disbursements in accordance with the
following requirements:
1. Will implement or already have implemented adequate internal controls over disbursements.
2. Pre-audit all invoices presented for payment to determine:
3. Validity and accuracy of payment
4. Payment due date
5. Adequacy of documentation supporting payment
6. Legality of disbursement
7. Assure adequate control of signature stamps/plates.
8. Assure adequate control of negotiable instruments; and
9. Have procedures in place to ensure that account balance is solvent and to reconcile the account monthly.
XIV. Outsourcing:
The Grantee certifies that it has identified to the Agency all jobs related to the Contract that have been outsourced to
other countries, if any. Grantee further agrees that it will not outsource any such jobs during the term of this Contract
without providing prior notice to the Agency.
XV. N.C.G.S. § 133-32 and Executive Order 24:
N.C.G.S. § 133-32 and Executive Order 24 prohibit the offer to, or acceptance by, any State employee of any gift from
anyone with a Contract with the State, or from any person seeking to do business with the State. By execution of any
response in this procurement or Contract, you attest, for your entire organization and its employees or agents, that you
are not aware that any such gift has been offered, accepted, or promised by any employee of your organization.
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V. 6 2026 Streamflow Assistance 2026
Signature Warranty:
The undersigned represent and warrant that they are authorized to bind their principals to the terms of this Contract.
IN WITNESS WHEREOF, the Grantee and the Agency execute this Contract in two (2) originals, one (1) of which
is retained by the Grantee and one (1) which is retained by the Agency. OR the Grantee and the Agency execute this
Contract as an electronic original, each party will be provided a fully executed copy via electronic mail.It is required
that each party retain a fully executed copy of this contract.
GRANTEE:
Signature of Authorized Representative Date
Printed Name Title
WITNESS:
Signature Date
Printed Name Title
North Carolina Department of Agriculture and Consumer Services
Signature of Authorized Representative Date
N. David Smith, Chief Deputy Commissioner
183
Steve Troxler
Commissioner
North Carolina Department of Agriculture
and Consumer Services
N. David Smith
Chief Deputy Commissioner
ATTACHMENT A: GENERAL TERMS AND CONDITIONS
STATE, LOCAL, OR OTHER GOVERNMENT ENTITY
Email: David.Smith@ncagr.gov
1001 Mail Service Center, Raleigh, North Carolina, 27699-1001
(919) 707-3033 Fax (919) 715-0026
An Equal Opportunity Employer
DEFINITIONS
Links to definitions are provided to meet the intent and
requirements of NC Administrative Rules 09 NCAC Admin
Code 03M.0102, and the North Carolina General Statutes
unless otherwise noted. If the rule or statute that is the
source of the definition is changed by the adopting
authority, the change shall be incorporated herein.
(1) "Agency" (as used in the context of the definitions
below) shall mean and include every public office,
public officer or official (State or local, elected or
appointed), institution, board, commission, bureau,
council, department, authority or other unit of
government of the State or of any county, unit, special
district or other political subagency of government. For
other purposes in this Contract, “Agency” shall mean
the entity identified as one of the parties hereto.
(2) "Audit" means an examination of records or financial
accounts to verify their accuracy.
(3) "Certification of Compliance" means a report provided
by the Agency to the Office of the State Auditor that
states that the Grantee has met the reporting
requirements established by this Subchapter and
included a statement of certification by the Agency and
copies of the submitted grantee reporting package.
(4) "Compliance Supplement" refers to the North Carolina
State Compliance Supplement, maintained by the State
and Local Government Finance Agency within the
North Carolina Department of State Treasurer that has
been developed in cooperation with agencies to assist
the local auditor in identifying program compliance
requirements and audit procedures for testing those
requirements.
(5) "Contract" means a legal instrument that is used to
reflect a relationship between the agency, grantee, and
subgrantee.
(6) "Fiscal Year" means the annual operating year of the
non-State entity.
(7) "Financial Assistance" means assistance that non-State
entities receive or administer in the form of grants,
loans, loan guarantees, property (including donated
surplus property), cooperative agreements, interest
subsidies, insurance, food commodities, direct
appropriations, and other assistance. Financial
assistance does not include amounts received as
reimbursement for services rendered to individuals for
Medicare and Medicaid patient services.
(8) "Financial Statement" means a report providing
financial statistics relative to a given part of an
organization's operations or status.
(9) "Grant" means financial assistance provided by an
agency, grantee, or subgrantee to carry out activities
whereby the grantor anticipates no programmatic
involvement with the grantee or subgrantee during the
performance of the grant.
(10) "Grantee" has the meaning in N.C.G.S. §143C-6-
23(a)(2): a non-State entity that receives a grant of State
funds from a State agency, department, or institution
but does not include any non-State entity subject to the
audit and other reporting requirements of the Local
Government Commission. For other purposes in this
Contract, “Grantee” shall mean the entity identified as
one of the parties hereto.
(11) "Grantor" means an entity that provides resources,
generally financial, to another entity in order to achieve
a specified goal or objective.
(12) "Non-State Entity" has the meaning in N.C.G.S.
§143C-1-1(d)(18): Any of the following that is not a
State agency: an individual, a firm, a partnership, an
association, a county, a corporation, or any other
organization acting as a unit. The term includes a unit
of local government and public authority.
(13) "Public Authority" has the meaning in N.C.G.S.
§143C-1-1(d)(22): A municipal corporation that is not
a unit of local government or a local governmental
authority, board, commission, council, or agency that
(i) is not a municipal corporation and (ii) operates on an
area, regional, or multiunit basis, and the budgeting and
accounting systems of which are not fully a part of the
budgeting and accounting systems of a unit of local
government.
(14) "Single Audit" means an audit that includes an
examination of an organization's financial statements,
internal controls, and compliance with the requirements
of federal or State awards.
(15) "Special Appropriation" means a legislative act
authorizing the expenditure of a designated amount of
public funds for a specific purpose.
184
ATTACHMENT A: GENERAL TERMS AND CONDITIONS GOVERNMENTAL ENTITY
Email: David.Smith@ncagr.gov
1001 Mail Service Center, Raleigh, North Carolina, 27699-1001
(919) 707-3033 Fax (919) 715-0026
Revised: 07/14; 04/15; 04/17; 8/24; 03/26 An Equal Opportunity Employer Page 2 of 4
(16) "State Funds" means any funds appropriated by the
North Carolina General Assembly or collected by the
State of North Carolina. State funds include federal
financial assistance received by the State and
transferred or disbursed to non-State entities. Both
federal and State funds maintain their identity as they
are subgranted to other organizations. Pursuant to
N.C.G.S. §143C-6-23(a)(1), the terms "State grant
funds" and "State grants" do not include any payment
made by the Medicaid program, the Teachers' and State
Employees' Comprehensive Major Medical Plan, or
other similar medical programs.
(17) "Subgrantee" has the meaning in N.C.G.S. §143C-6-
23(a)(3): a non-State entity that receives a grant of State
funds from a grantee or from another subgrantee but
does not include any non-State entity subject to the
audit and other reporting requirements of the Local
Government Commission.
(18) "Unit of Local Government has the meaning in
N.C.G.S. §143C-1-1(d)(29): A municipal corporation
that has the power to levy taxes, including a
consolidated city-county as defined by N.C.G.S.
§160B-2(1), and all boards, agencies, commissions,
authorities, and institutions thereof that are not
municipal corporations.
RELATIONSHIPS OF THE PARTIES
Independent Contractor: The Grantee is and shall be
deemed to be an independent contractor in the performance
of this Contract and as such shall be wholly responsible for
the work to be performed and for the supervision of its
employees. The Grantee represents that it has, or shall
secure at its own expense, all personnel required in
performing the services under this agreement. Such
employees shall not be employees of, or have any
individual contractual relationship with the Agency.
Subcontracting: The Grantee shall not subcontract any of
the work contemplated under this Contract without prior
written approval from the Agency. Any approved
subcontract shall be subject to all conditions of this
Contract. Only the subcontractors or subgrantees specified
in the contract documents are to be considered approved
upon award of the contract. The Agency shall not be
obligated to pay for any work performed by any
unapproved subcontractors or subgrantees. The Grantee
shall be responsible for the performance of all its
subcontractors/subgrantees and shall not be relieved of any
of the duties and responsibilities of this Contract.
Assignment: No assignment of the Grantee's obligations
or the Grantee's right to receive payment hereunder shall
be permitted. However, upon written request approved by
the issuing purchasing authority, the State may:
(a) Forward the Grantee's payment check directly to
any person or entity designated by the Grantee, or
(b) Include any person or entity designated by Grantee
as a joint payee on the Grantee's payment check.
In no event shall such approval and action obligate the
State to anyone other than the Grantee and the Grantee
shall remain responsible for fulfillment of all contract
obligations.
Subgrantees: The Grantee has the responsibility to ensure
that all subgrantees, if any, provide all information
necessary to permit the Grantee to comply with the
standards set forth in this Contract.
Beneficiaries: Except as herein specifically provided
otherwise, this Contract shall inure to the benefit of and be
binding upon the parties hereto and their respective
successors. It is expressly understood and agreed that the
enforcement of the terms and conditions of this Contract,
and all rights of action relating to such enforcement, shall
be strictly reserved to the Agency and the named Grantee.
Nothing contained in this document shall give or allow any
claim or right of action whatsoever by any other third
person. It is the express intention of the Agency and
Grantee that any such person or entity, other than the
Agency or the Grantee, receiving services or benefits under
this Contract shall be deemed an incidental beneficiary
only.
INDEMNITY
Indemnification: The Grantee agrees to indemnify and
hold harmless the Agency, the State of North Carolina, and
any of their officers, agents and employees, from any
claims of third parties arising out of any act or omission of
the Grantee in connection with the performance of this
Contract to the extent permitted by law.
DEFAULT AND TERMINATION
Termination Without Cause: The Agency may terminate
this contract without cause by giving 30 days written notice
to the Grantee.
Termination by Mutual Consent: The Parties may
terminate this Contract by mutual consent with 60 days
notice to the other party, or as otherwise provided by law.
Termination for Cause: If, through any cause, the
Grantee shall fail to fulfill its obligations under this
Contract in a timely and proper manner, the Agency shall
have the right to terminate this Contract by giving written
notice to the Grantee and specifying the effective date
thereof. In that event, all finished or unfinished deliverable
items prepared by the Grantee under this Contract shall, at
the option of the Agency, become its property and the
185
ATTACHMENT A: GENERAL TERMS AND CONDITIONS GOVERNMENTAL ENTITY
Email: David.Smith@ncagr.gov
1001 Mail Service Center, Raleigh, North Carolina, 27699-1001
(919) 707-3033 Fax (919) 715-0026
Revised: 07/14; 04/15; 04/17; 8/24; 03/26 An Equal Opportunity Employer Page 3 of 4
Grantee shall be entitled to receive just and equitable
compensation for any satisfactory work completed on such
materials, minus any payment or compensation previously
made. Notwithstanding the foregoing provision, the
Grantee shall not be relieved of liability to the Agency for
damages sustained by the Agency by virtue of the
Grantee’s breach of this agreement, and the Agency may
withhold any payment due the Grantee for the purpose of
setoff until such time as the exact amount of damages due
the Agency from such breach can be determined. The filing
of a petition for bankruptcy by the Grantee shall be an act
of default under this Contract.
Waiver of Default: Waiver by the Agency of any default
or breach in compliance with the terms of this Contract by
the Grantee shall not be deemed a waiver of any subsequent
default or breach and shall not be construed to be
modification of the terms of this Contract unless stated to
be such in writing, signed by an authorized representative
of the Agency and the Grantee and attached to the contract.
Availability of Funds: The parties to this Contract agree
and understand that the payment of the sums specified in
this Contract is dependent and contingent upon and subject
to the appropriation, allocation, and availability of funds
for this purpose to the Agency.
Force Majeure: Neither party shall be deemed to be in
default of its obligations hereunder if and so long as it is
prevented from performing such obligations by any act of
war, hostile foreign action, nuclear explosion, riot, strikes,
civil insurrection, earthquake, hurricane, tornado, or other
catastrophic natural event or act of God.
Survival of Promises: All promises, requirements, terms,
conditions, provisions, representations, guarantees, and
warranties contained herein shall survive the contract
expiration or termination date unless specifically provided
otherwise herein, or unless superseded by applicable
federal or State statutes of limitation.
INTELLECTUAL PROPERTY RIGHTS
Copyrights and Ownership of Deliverables: All
deliverable items produced pursuant to this Contract are the
exclusive property of the Agency. The Grantee shall not
assert a claim of copyright or other property interest in such
deliverables.
COMPLIANCE WITH APPLICABLE LAWS
Compliance with Laws: The Grantee shall comply with
all laws, ordinances, codes, rules, regulations, and
licensing requirements that are applicable to the conduct of
its business, including those of federal, state, and local
agencies having jurisdiction and/or authority.
Equal Employment Opportunity: The Grantee shall
comply with all federal and State laws relating to equal
employment opportunity.
Executive Order 24: In accordance with Executive Order
24 issued by Governor Perdue and N.C.G.S.§ 133-32, a
vendor or contractor (i.e. architect, bidder, contractor,
construction manager, design professional, engineer,
landlord, offeror, seller, subcontractor, supplier, vendor, or
grantee), is prohibited from making gifts or giving favors
to any employee of the Agency of Agriculture and
Consumer Services. This prohibition covers those vendors,
contractors, and/or grantees who:
(a) have a Contract with a governmental Agency; or
(b) have performed under such a Contract within the
past year; or
(c) anticipate bidding on such a Contract in the future.
For additional information regarding the specific
requirements and exemptions, vendors, contractors, and/or
grantees are encouraged to review Executive Order 24 and
N.C.G.S. §133-32.
CONFIDENTIALITY
Confidentiality: Any information, data, instruments,
documents, studies or reports given to or prepared or
assembled by the Grantee under this agreement shall be
kept as confidential and not divulged or made available to
any individual or organization without the prior written
approval of the Agency. The Grantee acknowledges that in
receiving, storing, processing or otherwise dealing with
any confidential information it will safeguard and not
further disclose the information except as otherwise
provided in this Contract.
Data Security: The Grantee shall adopt and apply data
security standards and procedures that comply with all
applicable Federal, State, and local laws, regulations, and
rules.
Duty to Report: The Grantee shall report a suspected or
confirmed security breach to the Agency’s Contract
Administrator within twenty-four (24) hours after the
breach is first discovered, provided that the Grantee shall
report a breach involving Social Security Administration
data or Internal Revenue Service data within one (1) hour
after the breach is first discovered. During the performance
of this contract, the grantee is to notify the Agency Contract
Administrator of any contact by the Federal Office for
Civil Rights (OCR) received by the Grantee.
OVERSIGHT
Access to Persons and Records: The State Auditor shall
have access to persons and records as a result of all
186
ATTACHMENT A: GENERAL TERMS AND CONDITIONS GOVERNMENTAL ENTITY
Email: David.Smith@ncagr.gov
1001 Mail Service Center, Raleigh, North Carolina, 27699-1001
(919) 707-3033 Fax (919) 715-0026
Revised: 07/14; 04/15; 04/17; 8/24; 03/26 An Equal Opportunity Employer Page 4 of 4
contracts or grants entered into by State agencies or
political subdivisions in accordance with N.C.G.S 147-
64.7. Additionally, as the State funding authority, the
Agency shall have access to persons and records as a result
of all contracts or grants entered into by State agencies or
political subdivisions.
Record Retention: The Grantee and Agency agree to
maintain all pertinent records and documentation for a
period of five (5) years or until all audit exceptions have
been resolved, whichever is longer.
MISCELLANEOUS
Choice of Law: The validity of this Contract and any of its
terms or provisions, as well as the rights and duties of the
parties to this Contract, are governed by the laws of North
Carolina. The Grantee, by signing this Contract, agrees and
submits, solely for matters concerning this Contract, to the
exclusive jurisdiction of the courts of North Carolina and
agrees, solely for such purpose, that the exclusive venue for
any legal proceedings shall be Wake County, North
Carolina. The place of this Contract and all transactions
and agreements relating to it, and their situs and forum,
shall be Wake County, North Carolina, where all matters,
whether sounding in contract or tort, relating to the
validity, construction, interpretation, and enforcement
shall be determined.
Key Personnel: The Grantee shall not replace any of the
key personnel assigned to the performance of this Contract
without the prior written approval of the Agency. The term
“key personnel” includes any and all persons identified as
such in the Contract documents and any other persons
subsequently identified as key personnel by the written
agreement of the Parties.
Gender and Number: Masculine pronouns shall be read
to include feminine pronouns and the singular of any word
or phrase shall be read to include the plural and vice versa.
Amendment: This Contract may not be amended orally or
by performance. Any amendment must be made in written
form and executed by duly authorized representatives of
the Agency and the Grantee.
Severability: In the event that a court of competent
jurisdiction holds that a provision or requirement of this
Contract violates any applicable law, each such provision
or requirement shall continue to be enforced to the extent
it is not in violation of law or is not otherwise
unenforceable and all other provisions and requirements of
this Contract shall remain in full force and effect.
Headings: The Section and Paragraph headings in these
General Terms and Conditions are not material parts of the
agreement and should not be used to construe the meaning
thereof.
Time of the Essence: Time is of the essence in the
performance of this Contract.
Care of Property: The Grantee agrees that it shall be
responsible for the proper custody and care of any property
furnished to it for use in connection with the performance
of this Contract and will reimburse the Agency for loss of,
or damage to, such property. At the termination of this
Contract, the Grantee shall contact the Agency for
instructions as to the disposition of such property and shall
comply with these instructions.
Travel Expenses: Reimbursement to the Grantee for travel
mileage, meals, lodging and other travel expenses incurred
in the performance of this Contract shall not exceed the
rates published in the applicable State rules. International
travel shall not be reimbursed under this Contract.
Sales/Use Tax Refunds: If eligible, the Grantee and all
subgrantees shall:
(a) ask the North Carolina Department of Revenue for
a refund of all sales and use taxes paid by them in the
performance of this Contract, pursuant to N.C.G.S.
105-164.14; and
(b) exclude all refundable sales and use taxes from all
reportable expenditures before the expenses are entered
in their reimbursement reports.
Advertising: The Grantee shall not use the award of this
Contract as a part of any news release or commercial
advertising.
187
Applicant Organization Name:
Stream/Project
Name
Project Type (List all
that apply- stream debris
removal, streambank
stabilization, stream
restoration, sediment
removal, etc)
Linear Feet of
Channel
Proposed for
Repair Brief Description of Damage
Planned Repair and Removal from
Floodplain
Estimated Cost
to Repair
A Lanes Creek Debris Removal 31,891
Mutiple Debris blockages
throughout the section of creek Complete Removal from floodplain $310,909
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Y
Z
TOTALS:31,891 $310,909
PROJECT TIMELINE
Summary of Planned WorkTime Period
SITE LIST
Contact Name & Email
Tax ID Number
Union County
56-6000345
Alan Aldridge- alan.aldridge@unioncountync.gov
188
Q3 (July-Sept) 2028
Q4 (Oct-Dec) 2028
Time Period Include both on the ground work (such as when you anticipate debris removal starting and being completed), as well as all other work
associated with your project, such as meetings with landowners, hiring contractors, acquiring permits, etc.
Q4 (Oct-Dec) 2027 Completed
Q1 (Jan-Mar) 2028
Q2 (Apr-Jun) 2028
Q1 (Jan-Mar) 2027 Contractor Removal period
Q2 (Apr-Jun) 2027 Contractor Removal period
Q3 (July-Sept) 2027 Contractor Removal period
Q3 (July-Sept) 2026 Access Agreements/ Bocc Approval of Contract/ RFP development
Q4 (Oct-Dec) 2026 RFP advirtised/ Adward Project
189
Steve Troxler
Commissioner
North Carolina Department of Agriculture and
Consumer Services
N. David Smith
Chief Deputy Commissioner
ATTACHMENT F: NC OPENBOOK SUPPLEMENTAL INFORMATION
NCDA&CS Form: NC Openbook Supplemental Information Page 1 of 2
Revised: 07/2014; 05/2022; 01/2025; 03/2026
INSTRUCTIONS: Complete the information below and return it to the Agreement Administrator identified in your
original agreement cover sheet. This information must be submitted as part of your agreement.
If you have questions, please contact the Agreement Administrator or the Alternate Contact as
reflected in your agreement.
PURPOSE: Executive Order 4 was signed by the Governor of North Carolina in January 2009. This Executive
Order requires certain information to be collected from Grantees to enhance accountability and
transparency of State funds. Therefore, the information outlined below shall be submitted prior to the
disbursement of any State funds by the North Carolina Department of Agriculture and Consumer
Services.
Contract Number: Amendment Number:
Grantee Name:
UEI Number:
Tax ID Number:
Fiscal Year End:
1. Brief Description and Background/History of your Organization.
2. Current project timeline. Begin _________________ End ______________________
3. Expected outcomes and specific deliverables.
Items to include:
The number of years in existence, number of employees, mission and goals of your organization.
EXPECTED OUTCOMES AND SPECIFIC DELIVERABLES
(Example: Expected Outcome: Aquaculture operation will remain in business. Deliverable: Healthy food
made available for human consumption.)
190
ATTACHMENT F: NC OPENBOOK SUPPLEMENTAL INFORMATION (Continued)
NCDA&CS Form: NC Openbook Supplemental Information Page 2 of 2
Revised: 07/2014; 05/2022; 01/2025; 03/2026
4. The Grantee’s WEB URL: Home Page | NC Agriculture
5. * Primary County of Performance. County Name: Wake
Congressional District #: 02 (CONGRESSIONAL DISTRICT # MUST BE IDENTIFIED)
6. **County of Benefit: Single County: Yes No County Name: _____________
Statewide: Yes No
Regional: Yes No
7. If the answer to question number 6 is “Regional”, list the counties receiving benefit.
*Primary County of Performance: County in which grantee is located.
**County of Benefit: Identified county or counties in which funding will be spent and/or
food commodities will be received.
191
Attachment D Signature Card
NCDA&CS - Signature Card – Government Entity
Rev 7/14; 1/17;11/17; 10-24
Page 1 of 1
CONTRACT and FINANCIAL DOCUMENTS SIGNATURE CARD
INSTRUCTIONS:
Please read and fill in the required information for each field as applicable. Signatures must match the Contract signatures.
A revised form must be submitted prior to processing any contractual documents, submitting “Request for Payments,”
or any other financial documents if the affixed signature(s) are no longer valid. This form may be duplicated if more
than two people are signing for the organization.
SECTION I
Date:
Legal Applicant Organization/Agency Name:
Federal Tax Identification Number:
SECTION II
CERTIFICATION:
By affixing my signature below, I certify that person(s) identified are designated as having legal signing authorization on
behalf of the above named organization for the purposes of executing contractual documents as well as preparing,
approving, and executing all financial documents to include “Requests for Payments.” I understand the legal implications
of all misrepresentation(s), which include but are not limited to defrauding the State of North Carolina and certify via my
signature below, I have full authority to execute this Agreement on behalf of the named organization.
GOVERNMENT ENTITIES ONLY
(Must match Contract signature)
Authorized Government Official CFO, Controller, or
Other Authorized Government Official
Printed Name: Printed Name:
Title: Title:
Email Address: Email Address:
Signature: Signature:
192
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-348 Agenda Date:7/20/2026
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.
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local governments to make purchases
through a competitively bid North Carolina Statewide Term Contract or a Group Purchasing Program.
The purchase of the Microsoft Software Enterprise Agreement will be made using North Carolina
Statewide Term Contract #208C - Microsoft Enterprise Agreement Software, quoted by SHI Software
International Corp.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $822,138.75. Since this contract contains three-year
term, a total of $2,466,416.25 is estimated to be spent. Funding is available in the adopted FY27
budget appropriation with future expenditures subject to annual BOCC budget appropriation.
Union County, NC Printed on 7/7/2026Page 1 of 1
powered by Legistar™193
Pricing Proposal
Quotation #: 27667243
Created On: 6/22/2026
Valid Until: 6/30/2026
NC-County of Union Microsoft Inside Account Manager
Public Sector
Luke Fawcett
Monroe
United States
Phone: 704.296.4237
Email:luke.fawcett@unioncountync.gov
Erika Rogers
290 Davidson Avenue
Somerset, NJ 08873
Phone: 7328686183
Email:MSSouthAtlanticGov@shi.com
All Prices are in US Dollar (USD)
Product Qty Retail Your Price Total
1 SQL Server Enterprise Core ALng SA 2L
Microsoft - Part#: 7JQ-00343
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
18 $2,968.00 $2,430.79 $43,754.22
2 SQL Server Standard Core ALng SA 2L
Microsoft - Part#: 7NQ-00292
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
28 $774.00 $633.91 $17,749.48
3 Win Remote Desktop Services CAL ALng SA UCAL
Microsoft - Part#: 6VC-01254
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
370 $32.00 $26.21 $9,697.70
4 Win Server DC Core ALng SA 2L
Microsoft - Part#: 9EA-00278
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
144 $167.00 $136.77 $19,694.88
5 Win Server Standard Core ALng SA 2L
Microsoft - Part#: 9EM-00270
Contract Name: Microsoft Software - Enterprise Agreement
8 $26.00 $21.29 $170.32
194
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
6 M365 G3 Unified FSA Renewal GCC Sub Per User
Microsoft - Part#: AAD-34700
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
1320 $404.40 $331.20 $437,184.00
7 M365 G3 Unified FUSL GCC Sub Per User
Microsoft - Part#: AAD-34704
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
433 $475.20 $389.19 $168,519.27
8 Copilot Studio Legacy USL GCC Sub Per User
Microsoft - Part#: 8S2-00003
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
6 $0.00 $0.00 $0.00
9 Visio P2 GCC Sub Per User
Microsoft - Part#: P3U-00001
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
16 $169.20 $138.57 $2,217.12
10 Copilot Studio GCC Sub (Messages)
Microsoft - Part#: YGD-00001
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
1 $3,000.00 $2,457.00 $2,457.00
11 M365 F3 Unified GCC Sub Per User
Microsoft - Part#: AAD-63092
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
150 $103.20 $84.47 $12,670.50
12 Planner & Project P3 GCC Sub Per User
Microsoft - Part#: 7MS-00001
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
10 $337.20 $276.17 $2,761.70
195
13 Power Apps Premium GCC Sub Per User
Microsoft - Part#: SEL-00001
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
30 $264.00 $216.22 $6,486.60
14 Power Automate Premium GCC Sub Per User
Microsoft - Part#: 1O5-00001
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
17 $198.00 $162.16 $2,756.72
15 Power Automate Process GCC Sub
Microsoft - Part#: 8F6-00001
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
5 $1,980.00 $1,621.62 $8,108.10
16 Power BI Premium P1 GCC Sub
Microsoft - Part#: HKL-00002
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
1 $56,044.80 $45,900.69 $45,900.69
17 Power BI Pro GCC Sub Per User
Microsoft - Part#: DDJ-00001
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
415 $123.60 $101.23 $42,010.45
18 Teams AC with Dial Out US/CA GCC Sub Add-on
Microsoft - Part#: NYH-00001
Contract Name: Microsoft Software - Enterprise Agreement
Contract #: 208C
Coverage Term: 8/1/2026 - 7/31/2027
Note: EA 90300982 - Renewal; See Payment Schedule
1903 $0.00 $0.00 $0.00
Total $822,138.75
Additional Comments
Payment Schedule:
Year 1 (8/1/2026 - 7/31/2027): $822,138.75
Year 2 (8/1/2027 - 7/31/2028): $822,138.75
Year 3 (8/1/2028 - 7/31/2029): $822,138.75
Total: $2,466,416.25 196
Due to the potential impact of any current or future tariffs, the price and availability of hardware items on this quote may be subject to
change.
Thank you for choosing SHI International Corp! The pricing offered on this quote proposal is valid through the expiration date listed
above. To ensure the best level of service, please provide End User Name, Phone Number, Email Address and applicable Contract
Number when submitting a Purchase Order. For any additional information including Hardware, Software and Services Contracts,
please contact an SHI Inside Sales Representative at (888) 744-4084. SHI International Corp. is 100% Minority Owned, Woman
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The products offered under this proposal are resold in accordance with the terms and conditions of the Contract referenced under that
applicable line item.
197
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-363 Agenda Date:7/20/2026
TITLE:..title
Tax Bill Correction Report for May 2026
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624
ACTION REQUESTED:
Approve the Tax Bill Correction Reports for May 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County
Commissioners is authorized to make and approve certain changes to property tax records. Approval
of such changes may result in either a release, refund, or discovery of ad valorem taxes. The
attached report provides detailed information on all tax bills that were modified. Included in the report
for each correction is the parcel number or property key, owner name, reason for the change, original
value, original tax, corrected value, corrected tax, and refund, if applicable.
FINANCIAL IMPACT:
May Refund amount = $212.70
Union County, NC Printed on 7/7/2026Page 1 of 1
powered by Legistar™198
Union CountyCorrection Listing ReportPage 1 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,034.674,800.652,765.9804072015E RE 2025 5/5/2026 578,415 1,003,900 425,4850.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,765.98 4,800.65 2,034.672025002168FRANKLIN, JOHNNYPublic Notes:556.671,593.131,036.4604249015 RE 2025 5/14/2026 215,213 330,800 115,5870.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,036.46 1,593.13 556.672025002211COUICK, GARRETT ADAMPublic Notes:438.821,146.18707.3604249015 RE 2024 5/14/2026 109,976 178,200 68,2240.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL707.36 1,146.18 438.822025002211COUICK, GARRETT ADAMPublic Notes:432.811,130.50697.6904249015 RE 2023 5/14/2026 109,976 178,200 68,2240.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL697.69 1,130.50 432.812025002211COUICK, GARRETT ADAMPublic Notes:408.801,463.651,054.8505129010C RE 2025 5/5/2026 219,669 304,800 85,1310.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,054.85 1,463.65 408.802025002167BYRUM, ELIZABETH N& BONAVITA, RICHARD E IIPublic Notes:349.35973.90624.5505129010C RE 2024 5/5/2026 97,540 152,100 54,5600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL624.55 973.90 349.352025002167BYRUM, ELIZABETH N& BONAVITA, RICHARD E IIPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated199
Union CountyCorrection Listing ReportPage 2 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal343.67958.08614.4105129010C RE 2023 5/5/2026 97,540 152,100 54,5600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL614.41 958.08 343.672025002167BYRUM, ELIZABETH N& BONAVITA, RICHARD E IIPublic Notes:343.67958.08614.4105129010C RE 2022 5/5/2026 97,540 152,100 54,5600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL614.41 958.08 343.672025002167BYRUM, ELIZABETH N& BONAVITA, RICHARD E IIPublic Notes:342.80955.64612.8405129010C RE 2021 5/5/2026 97,540 152,100 54,5600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL612.84 955.64 342.802025002167BYRUM, ELIZABETH N& BONAVITA, RICHARD E IIPublic Notes:853.281,706.30853.0207126099 RE 2025 5/12/2026 127,430 254,900 127,4700.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL853.02 1,706.30 853.282025002205HARRIS, ROBERT EDWARD HEIRPublic Notes:756.321,512.63756.3107126099 RE 2024 5/12/2026 88,200 176,400 88,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL756.31 1,512.63 756.322025002205HARRIS, ROBERT EDWARD HEIRPublic Notes:724.831,449.66724.8307126099 RE 2023 5/12/2026 88,200 176,400 88,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL724.83 1,449.66 724.832025002205HARRIS, ROBERT EDWARD HEIRPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated200
Union CountyCorrection Listing ReportPage 3 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal724.831,449.66724.8307126099 RE 2022 5/12/2026 88,200 176,400 88,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL724.83 1,449.66 724.832025002205HARRIS, ROBERT EDWARD HEIRPublic Notes:724.301,448.60724.3007126099 RE 2021 5/12/2026 88,200 176,400 88,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL724.30 1,448.60 724.302025002205HARRIS, ROBERT EDWARD HEIRPublic Notes:Tax 12,511.84 21,546.66 9,034.82Totals for Type Exclusion Change - Discovery : ValueLL 0.00 0.00 0.002,103,639 3,564,800 1,461,161Tax TTL 12,511.84 21,546.66 9,034.82 0.00INT 0.00 0.00 0.00Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal201.092,152.831,951.7401003002 RE 2025 5/5/2026 386,100 425,880 39,7800.000.00 0.00ValueLLTaxINT10.050.00 10.050.00PUV ROLLBACKTax TTL1,951.74 2,162.88 211.142025002165GRISSOM VALLEY RANCH LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated201
Union CountyCorrection Listing ReportPage 4 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal116.102,447.812,331.7101003002 RE 2024 5/5/2026 360,500 378,450 17,9500.000.00 0.00ValueLLTaxINT16.250.00 16.250.00PUV ROLLBACKTax TTL2,331.71 2,464.06 132.352025002165GRISSOM VALLEY RANCH LLCPublic Notes:112.442,773.392,660.9501003002 RE 2023 5/5/2026 424,800 442,750 17,9500.000.00 0.00ValueLLTaxINT25.860.00 25.860.00PUV ROLLBACKTax TTL2,660.95 2,799.25 138.302025002165GRISSOM VALLEY RANCH LLCPublic Notes:182.132,172.291,990.1601027009A RE 2025 5/8/2026 393,700 429,730 36,0300.000.00 0.00ValueLLTaxINT9.100.00 9.100.00PUV ROLLBACKTax TTL1,990.16 2,181.39 191.232025002189LITTLE, RONALD L TRUSTEE& LITTLE, DORIS C TRUSTEEPublic Notes:39.842,356.092,316.2501027009A RE 2024 5/8/2026 358,110 364,270 6,1600.000.00 0.00ValueLLTaxINT5.580.00 5.580.00PUV ROLLBACKTax TTL2,316.25 2,361.67 45.422025002189LITTLE, RONALD L TRUSTEE& LITTLE, DORIS C TRUSTEEPublic Notes:38.592,281.792,243.2001027009A RE 2023 5/8/2026 358,110 364,270 6,1600.000.00 0.00ValueLLTaxINT8.870.00 8.870.00PUV ROLLBACKTax TTL2,243.20 2,290.66 47.462025002189LITTLE, RONALD L TRUSTEE& LITTLE, DORIS C TRUSTEEPublic Notes:119.40631.47512.0701129002 RE 2025 5/18/2026 101,300 124,920 23,6200.000.00 0.00ValueLLTaxINT5.970.00 5.970.00PUV ROLLBACKTax TTL512.07 637.44 125.372025002220CLARK, JENNIFER HOWELLPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated202
Union CountyCorrection Listing ReportPage 5 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal57.05628.18571.1301129002 RE 2024 5/18/2026 88,300 97,120 8,8200.000.00 0.00ValueLLTaxINT7.990.00 7.990.00PUV ROLLBACKTax TTL571.13 636.17 65.042025002220CLARK, JENNIFER HOWELLPublic Notes:55.25207.46152.2101129002 RE 2023 5/18/2026 24,300 33,120 8,8200.000.00 0.00ValueLLTaxINT12.710.00 12.710.00PUV ROLLBACKTax TTL152.21 220.17 67.962025002220CLARK, JENNIFER HOWELLPublic Notes:40.751,171.031,130.2803171007 RE 2025 5/6/2026 226,600 234,770 8,1700.000.00 0.00ValueLLTaxINT2.040.00 2.040.00PUV ROLLBACKTax TTL1,130.28 1,173.07 42.792025002172COLE, DORIS M& COLE, JAMES SPublic Notes:28.261,190.581,162.3203171007 RE 2024 5/6/2026 174,000 178,230 4,2300.000.00 0.00ValueLLTaxINT3.960.00 3.960.00PUV ROLLBACKTax TTL1,162.32 1,194.54 32.222025002172COLE, DORIS M& COLE, JAMES SPublic Notes:27.791,170.801,143.0103171007 RE 2023 5/6/2026 174,000 178,230 4,2300.000.00 0.00ValueLLTaxINT6.400.00 6.400.00PUV ROLLBACKTax TTL1,143.01 1,177.20 34.192025002172COLE, DORIS M& COLE, JAMES SPublic Notes:79.971,364.041,284.0704216010A RE 2025 5/13/2026 278,600 295,950 17,3500.000.00 0.00ValueLLTaxINT4.000.00 4.000.00PUV ROLLBACKTax TTL1,284.07 1,368.04 83.972025002209RAINES, KEVIN JOHN& RAINES, MICHELE RENEEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated203
Union CountyCorrection Listing ReportPage 6 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal56.511,753.041,696.5304216010A RE 2024 5/13/2026 271,400 280,440 9,0400.000.00 0.00ValueLLTaxINT7.910.00 7.910.00PUV ROLLBACKTax TTL1,696.53 1,760.95 64.422025002209RAINES, KEVIN JOHN& RAINES, MICHELE RENEEPublic Notes:56.131,741.251,685.1204216010A RE 2023 5/13/2026 271,400 280,440 9,0400.000.00 0.00ValueLLTaxINT12.910.00 12.910.00PUV ROLLBACKTax TTL1,685.12 1,754.16 69.042025002209RAINES, KEVIN JOHN& RAINES, MICHELE RENEEPublic Notes:131.861,317.841,185.9805039006A RE 2025 5/1/2026 247,700 275,240 27,5400.000.00 0.00ValueLLTaxINT6.600.00 6.600.00PUV ROLLBACKTax TTL1,185.98 1,324.44 138.462025002156COUICK, HELEN CPublic Notes:59.35802.21742.8605039006A RE 2024 5/1/2026 116,400 125,700 9,3000.000.00 0.00ValueLLTaxINT8.310.00 8.310.00PUV ROLLBACKTax TTL742.86 810.52 67.662025002156COUICK, HELEN CPublic Notes:58.39789.26730.8705039006A RE 2023 5/1/2026 116,400 125,700 9,3000.000.00 0.00ValueLLTaxINT13.430.00 13.430.00PUV ROLLBACKTax TTL730.87 802.69 71.822025002156COUICK, HELEN CPublic Notes:58.39789.26730.8705039006A RE 2022 5/1/2026 116,400 125,700 9,3000.000.00 0.00ValueLLTaxINT18.690.00 18.690.00PUV ROLLBACKTax TTL730.87 807.95 77.082025002156COUICK, HELEN CPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated204
Union CountyCorrection Listing ReportPage 7 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal528.64536.788.1405039024B RE 2025 5/1/2026 1,700 112,110 110,4100.000.00 0.00ValueLLTaxINT26.430.00 26.430.00PUV ROLLBACKTax TTL8.14 563.21 555.072025002157COUICK, HELEN CPublic Notes:251.26262.1110.8505039024B RE 2024 5/1/2026 1,700 41,070 39,3700.000.00 0.00ValueLLTaxINT35.180.00 35.180.00PUV ROLLBACKTax TTL10.85 297.29 286.442025002157COUICK, HELEN CPublic Notes:247.20257.8810.6805039024B RE 2023 5/1/2026 1,700 41,070 39,3700.000.00 0.00ValueLLTaxINT56.850.00 56.850.00PUV ROLLBACKTax TTL10.68 314.73 304.052025002157COUICK, HELEN CPublic Notes:247.20257.8810.6805039024B RE 2022 5/1/2026 1,700 41,070 39,3700.000.00 0.00ValueLLTaxINT79.100.00 79.100.00PUV ROLLBACKTax TTL10.68 336.98 326.302025002157COUICK, HELEN CPublic Notes:1,364.646,601.505,236.8606072006 RE 2023 5/1/2026 820,310 1,034,070 213,7600.000.00 0.00ValueLLTaxINT313.860.00 313.860.00PUV ROLLBACKTax TTL5,236.86 6,915.36 1,678.502025002155CARLTON, VIRGIE ANN PLYLERPublic Notes:1,364.646,551.075,186.4306072006 RE 2022 5/1/2026 812,410 1,026,170 213,7600.000.00 0.00ValueLLTaxINT436.680.00 436.680.00PUV ROLLBACKTax TTL5,186.43 6,987.75 1,801.322025002155CARLTON, VIRGIE ANN PLYLERPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated205
Union CountyCorrection Listing ReportPage 8 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,026.342,032.185.8406072006F RE 2025 5/1/2026 1,200 417,200 416,0000.000.00 0.00ValueLLTaxINT101.320.00 101.320.00PUV ROLLBACKTax TTL5.84 2,133.50 2,127.662025002154PLYLER, JOHN DANIELPublic Notes:729.99737.727.7306072006F RE 2024 5/1/2026 1,200 114,500 113,3000.000.00 0.00ValueLLTaxINT102.200.00 102.200.00PUV ROLLBACKTax TTL7.73 839.92 832.192025002154PLYLER, JOHN DANIELPublic Notes:46.71493.86447.1506105022 RE 2025 5/1/2026 91,800 101,390 9,5900.000.00 0.00ValueLLTaxINT2.330.00 2.330.00PUV ROLLBACKTax TTL447.15 496.19 49.042025002158GRIFFIN, MARLENE& GRIFFIN, DAVID JETERPublic Notes:27.25318.47291.2206105022 RE 2024 5/1/2026 45,200 49,430 4,2300.000.00 0.00ValueLLTaxINT3.820.00 3.820.00PUV ROLLBACKTax TTL291.22 322.29 31.072025002158GRIFFIN, MARLENE& GRIFFIN, DAVID JETERPublic Notes:27.00315.56288.5606105022 RE 2023 5/1/2026 45,200 49,430 4,2300.000.00 0.00ValueLLTaxINT6.210.00 6.210.00PUV ROLLBACKTax TTL288.56 321.77 33.212025002158GRIFFIN, MARLENE& GRIFFIN, DAVID JETERPublic Notes:27.00315.56288.5606105022 RE 2022 5/1/2026 45,200 49,430 4,2300.000.00 0.00ValueLLTaxINT8.640.00 8.640.00PUV ROLLBACKTax TTL288.56 324.20 35.642025002158GRIFFIN, MARLENE& GRIFFIN, DAVID JETERPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated206
Union CountyCorrection Listing ReportPage 9 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal55,053.1355,488.29435.1606141004 RE 2025 5/29/2026 56,500 7,204,400 7,147,9000.000.00 0.00ValueLLTaxINT2,752.650.00 2,752.650.00PUV ROLLBACKTax TTL435.16 58,240.94 57,805.782025002247HOWIE ELIZABETH R FAMILY LPublic Notes:28,069.6428,632.53562.8906141004 RE 2024 5/29/2026 54,900 2,792,600 2,737,7000.000.00 0.00ValueLLTaxINT3,929.750.00 3,929.750.00PUV ROLLBACKTax TTL562.89 32,562.28 31,999.392025002247HOWIE ELIZABETH R FAMILY LPublic Notes:27,784.9228,342.10557.1806141004 RE 2023 5/29/2026 54,900 2,792,600 2,737,7000.000.00 0.00ValueLLTaxINT6,390.530.00 6,390.530.00PUV ROLLBACKTax TTL557.18 34,732.63 34,175.452025002247HOWIE ELIZABETH R FAMILY LPublic Notes:7,632.397,660.3727.9806153010 RE 2025 5/11/2026 5,600 1,533,300 1,527,7000.000.00 0.00ValueLLTaxINT381.620.00 381.620.00PUV ROLLBACKTax TTL27.98 8,041.99 8,014.012025002198KRATT, LAURA KATHERINE& KRATT, WILLIAM EPublic Notes:10,191.5110,226.7635.2506153010 RE 2024 5/11/2026 5,400 1,566,600 1,561,2000.000.00 0.00ValueLLTaxINT1,426.810.00 1,426.810.00PUV ROLLBACKTax TTL35.25 11,653.57 11,618.322025002198KRATT, LAURA KATHERINE& KRATT, WILLIAM EPublic Notes:9,882.409,916.5834.1806153010 RE 2023 5/11/2026 5,400 1,566,600 1,561,2000.000.00 0.00ValueLLTaxINT2,272.950.00 2,272.950.00PUV ROLLBACKTax TTL34.18 12,189.53 12,155.352025002198KRATT, LAURA KATHERINE& KRATT, WILLIAM EPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated207
Union CountyCorrection Listing ReportPage 10 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal9,929.239,963.5834.3506153010 RE 2022 5/11/2026 5,400 1,566,600 1,561,2000.000.00 0.00ValueLLTaxINT3,177.350.00 3,177.350.00PUV ROLLBACKTax TTL34.35 13,140.93 13,106.582025002198KRATT, LAURA KATHERINE& KRATT, WILLIAM EPublic Notes:449.391,943.141,493.7508042013C RE 2025 5/4/2026 295,500 384,400 88,9000.000.00 0.00ValueLLTaxINT22.470.00 22.470.00PUV ROLLBACKTax TTL1,493.75 1,965.61 471.862025002163SMITH, MARTY EDWARDPublic Notes:214.091,595.661,381.5708042013C RE 2024 5/4/2026 213,600 246,700 33,1000.000.00 0.00ValueLLTaxINT29.970.00 29.970.00PUV ROLLBACKTax TTL1,381.57 1,625.63 244.062025002163SMITH, MARTY EDWARDPublic Notes:207.341,545.331,337.9908042013C RE 2023 5/4/2026 213,600 246,700 33,1000.000.00 0.00ValueLLTaxINT47.690.00 47.690.00PUV ROLLBACKTax TTL1,337.99 1,593.02 255.032025002163SMITH, MARTY EDWARDPublic Notes:763.57954.15190.5808231007C RE 2025 5/4/2026 37,500 187,750 150,2500.000.00 0.00ValueLLTaxINT38.180.00 38.180.00PUV ROLLBACKTax TTL190.58 992.33 801.752025002162CARRIKER, KYLEN M& CARRIKER, DELIA RPublic Notes:390.35505.21114.8608231007C RE 2024 5/4/2026 17,000 74,770 57,7700.000.00 0.00ValueLLTaxINT54.650.00 54.650.00PUV ROLLBACKTax TTL114.86 559.86 445.002025002162CARRIKER, KYLEN M& CARRIKER, DELIA RPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated208
Union CountyCorrection Listing ReportPage 11 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal386.71500.51113.8008231007C RE 2023 5/4/2026 17,000 74,770 57,7700.000.00 0.00ValueLLTaxINT88.940.00 88.940.00PUV ROLLBACKTax TTL113.80 589.45 475.652025002162CARRIKER, KYLEN M& CARRIKER, DELIA RPublic Notes:37.56152.78115.22U4225003F RE 2025 5/20/2026 25,000 33,150 8,1500.000.00 0.00ValueLLTaxINT1.880.00 1.880.00PUV ROLLBACKTax TTL115.22 154.66 39.442025002222BUFORD TOWNSHIP FARMS LLCPublic Notes:28.25182.65154.40U4225003F RE 2024 5/20/2026 24,700 29,220 4,5200.000.00 0.00ValueLLTaxINT3.960.00 3.960.00PUV ROLLBACKTax TTL154.40 186.61 32.212025002222BUFORD TOWNSHIP FARMS LLCPublic Notes:28.06181.42153.36U4225003F RE 2023 5/20/2026 24,700 29,220 4,5200.000.00 0.00ValueLLTaxINT6.450.00 6.450.00PUV ROLLBACKTax TTL153.36 187.87 34.512025002222BUFORD TOWNSHIP FARMS LLCPublic Notes:Tax 44,756.55 204,212.25 159,455.70Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.007,414,140 28,167,230 20,753,090Tax TTL 44,756.55 226,197.35 181,440.80 0.00INT 0.00 21,985.10 21,985.10JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated209
Union CountyCorrection Listing ReportPage 12 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal505.1127,324.9426,819.83408189 PP 2024 5/28/2026 4,011,941 4,087,501 75,560101.020.00 101.02ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL26,819.83 27,425.96 606.132025002240CAROLINA GREEN CORPORATIONPublic Notes:472.6824,095.8923,623.21408189 PP 2023 5/28/2026 3,588,518 3,660,321 71,803141.800.00 141.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL23,623.21 24,237.69 614.482025002240CAROLINA GREEN CORPORATIONPublic Notes:491.3523,771.6723,280.32408189 PP 2022 5/28/2026 3,536,430 3,611,070 74,640196.540.00 196.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL23,280.32 23,968.21 687.892025002240CAROLINA GREEN CORPORATIONPublic Notes:433.0321,386.8720,953.84408189 PP 2021 5/28/2026 3,179,642 3,245,352 65,710216.562,095.38 2,311.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL23,049.22 23,698.81 649.592025002240CAROLINA GREEN CORPORATIONPublic Notes:78.501,630.251,551.75409176 PP 2025 5/22/2026 177,505 186,485 8,98015.70155.18 170.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,706.93 1,801.13 94.202025002228HAMMOCK DMD & LOTAKIS IV PPublic Notes:18.962,001.661,982.70409176 PP 2024 5/22/2026 181,816 183,554 1,7385.690.00 5.69ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,982.70 2,007.35 24.652025002228HAMMOCK DMD & LOTAKIS IV PPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated210
Union CountyCorrection Listing ReportPage 13 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal129.42502.33372.91410032 PP 2025 5/11/2026 42,657 57,462 14,80525.8837.29 63.17ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL410.20 565.50 155.302025002199FOSTER GRACE INSURANCE AGEPublic Notes:180.56676.14495.58410032 PP 2024 5/11/2026 45,445 62,003 16,55854.1749.56 103.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL545.14 779.87 234.732025002199FOSTER GRACE INSURANCE AGEPublic Notes:19.39303.13283.74410032 PP 2022 5/11/2026 26,019 27,797 1,7789.7028.37 38.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL312.11 341.20 29.092025002199FOSTER GRACE INSURANCE AGEPublic Notes:32.32103.6471.32410032 PP 2021 5/11/2026 5,548 8,062 2,51419.407.13 26.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL78.45 130.17 51.722025002199FOSTER GRACE INSURANCE AGEPublic Notes:110.4210,013.179,902.75410561 PP 2024 5/8/2026 1,482,448 1,498,978 16,53033.130.00 33.13ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL9,902.75 10,046.30 143.552025002192HARGETT FARMS LLCPublic Notes:162.5166,781.2666,618.75410590 PP 2025 5/26/2026 7,620,539 7,639,128 18,58916.250.00 16.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL66,618.75 66,797.51 178.762025002233HARRIS TEETER LLC 7350Public Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated211
Union CountyCorrection Listing ReportPage 14 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal353.1388,397.2988,044.16410590 PP 2024 5/26/2026 8,073,742 8,106,125 32,38370.630.00 70.63ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL88,044.16 88,467.92 423.762025002232HARRIS TEETER LLC 7350Public Notes:402.1588,465.3988,063.24410590 PP 2023 5/26/2026 8,075,492 8,112,370 36,878120.650.00 120.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL88,063.24 88,586.04 522.802025002232HARRIS TEETER LLC 7350Public Notes:391.3561,355.6260,964.27410590 PP 2022 5/26/2026 5,590,488 5,626,375 35,887156.540.00 156.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL60,964.27 61,512.16 547.892025002232HARRIS TEETER LLC 7350Public Notes:445.5350,565.7350,120.20410590 PP 2021 5/26/2026 4,596,075 4,636,931 40,856222.770.00 222.77ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL50,120.20 50,788.50 668.302025002232HARRIS TEETER LLC 7350Public Notes:580.8866,475.8365,894.95410590 PP 2020 5/26/2026 4,891,252 4,934,370 43,118348.530.00 348.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL65,894.95 66,824.36 929.412025002232HARRIS TEETER LLC 7350Public Notes:13.533,821.133,807.60411699 PP 2025 5/13/2026 435,552 437,100 1,5481.35380.76 382.11ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,188.36 4,203.24 14.882025002207LATIN CREDIT UNIONPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated212
Union CountyCorrection Listing ReportPage 15 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal16.885,101.755,084.87411699 PP 2024 5/13/2026 466,288 467,836 1,5483.380.00 3.38ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,084.87 5,105.13 20.262025002207LATIN CREDIT UNIONPublic Notes:16.895,431.845,414.95411699 PP 2023 5/13/2026 496,557 498,105 1,5485.060.00 5.06ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,414.95 5,436.90 21.952025002207LATIN CREDIT UNIONPublic Notes:147.256,118.985,971.73411699 PP 2022 5/13/2026 547,614 561,117 13,50358.900.00 58.90ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,971.73 6,177.88 206.152025002207LATIN CREDIT UNIONPublic Notes:16.896,774.916,758.02411699 PP 2021 5/13/2026 619,718 621,266 1,5488.440.00 8.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,758.02 6,783.35 25.332025002207LATIN CREDIT UNIONPublic Notes:73.37776.39703.02411699 PP 2020 5/13/2026 52,184 57,630 5,44644.020.00 44.02ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL703.02 820.41 117.392025002207LATIN CREDIT UNIONPublic Notes:704.271,715.961,011.69412664 PP 2025 5/11/2026 211,563 358,837 147,274140.850.00 140.85ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,011.69 1,856.81 845.122025002197MULLIS MECHANICAL INC.Public Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated213
Union CountyCorrection Listing ReportPage 16 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal408.891,947.771,538.88412664 PP 2024 5/11/2026 240,901 304,910 64,009122.670.00 122.67ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,538.88 2,070.44 531.562025002197MULLIS MECHANICAL INC.Public Notes:672.792,414.411,741.62412664 PP 2023 5/11/2026 279,644 387,670 108,026269.13174.16 443.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,915.78 2,857.70 941.922025002197MULLIS MECHANICAL INC.Public Notes:702.442,745.072,042.63412664 PP 2022 5/11/2026 327,976 440,763 112,787351.24204.26 555.50ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,246.89 3,300.57 1,053.682025002197MULLIS MECHANICAL INC.Public Notes:791.192,462.211,671.02412664 PP 2021 5/11/2026 263,776 388,667 124,891474.710.00 474.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,671.02 2,936.92 1,265.902025002197MULLIS MECHANICAL INC.Public Notes:932.251,297.46365.21413045 PP 2025 5/28/2026 41,777 148,417 106,640186.4536.52 222.97ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL401.73 1,520.43 1,118.702025002241ORNAMENTAL FENCE SOLUTIONSPublic Notes:1,283.101,785.40502.30413045 PP 2024 5/28/2026 46,061 163,723 117,662384.9350.23 435.16ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL552.53 2,220.56 1,668.032025002241ORNAMENTAL FENCE SOLUTIONSPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated214
Union CountyCorrection Listing ReportPage 17 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal149.05735.38586.33413045 PP 2023 5/28/2026 53,767 67,435 13,66859.620.00 59.62ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL586.33 795.00 208.672025002241ORNAMENTAL FENCE SOLUTIONSPublic Notes:39.90477.44437.54413045 PP 2022 5/28/2026 40,123 43,782 3,65919.9643.75 63.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL481.29 541.15 59.862025002241ORNAMENTAL FENCE SOLUTIONSPublic Notes:44.35508.94464.59413045 PP 2021 5/28/2026 42,603 46,670 4,06726.610.00 26.61ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL464.59 535.55 70.962025002241ORNAMENTAL FENCE SOLUTIONSPublic Notes:91.48379.65288.17413930 PP 2025 5/1/2026 56,704 74,704 18,0009.1328.82 37.95ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL316.99 417.60 100.612025002159RICHEY, RODNEY KEITHPublic Notes:8.96846.81837.85414167 PP 2025 5/8/2026 174,480 176,346 1,8661.790.00 1.79ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL837.85 848.60 10.752025002190S & S RETAINING WALLS INCPublic Notes:11.72751.82740.10414167 PP 2024 5/8/2026 115,586 117,417 1,8313.520.00 3.52ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL740.10 755.34 15.242025002190S & S RETAINING WALLS INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated215
Union CountyCorrection Listing ReportPage 18 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal14.89850.16835.27414167 PP 2023 5/8/2026 132,603 134,968 2,3655.960.00 5.96ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL835.27 856.12 20.852025002190S & S RETAINING WALLS INCPublic Notes:16.88916.46899.58414167 PP 2022 5/8/2026 142,813 145,493 2,6808.440.00 8.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL899.58 924.90 25.322025002190S & S RETAINING WALLS INCPublic Notes:19.20861.42842.22414167 PP 2021 5/8/2026 134,048 137,104 3,05611.520.00 11.52ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL842.22 872.94 30.722025002190S & S RETAINING WALLS INCPublic Notes:39.372,466.802,427.43415059 PP 2024 5/13/2026 283,844 288,447 4,60311.810.00 11.81ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,427.43 2,478.61 51.182025002206THE CORNWELL COMPANY INCPublic Notes:39.451,365.791,326.34415993 PP 2025 5/8/2026 265,481 273,377 7,8967.890.00 7.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,326.34 1,373.68 47.342025002194BLACKWOOD, AUDREYPublic Notes:54.27544.40490.13415993 PP 2024 5/8/2026 75,081 83,394 8,31316.280.00 16.28ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL490.13 560.68 70.552025002194BLACKWOOD, AUDREYPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated216
Union CountyCorrection Listing ReportPage 19 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal55.52530.78475.26415993 PP 2023 5/8/2026 75,081 83,852 8,77122.2047.53 69.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL522.79 600.51 77.722025002194BLACKWOOD, AUDREYPublic Notes:56.13533.65477.52415993 PP 2022 5/8/2026 75,081 83,907 8,82628.070.00 28.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL477.52 561.72 84.202025002194BLACKWOOD, AUDREYPublic Notes:24.36501.88477.52415993 PP 2021 5/8/2026 75,081 78,912 3,83114.620.00 14.62ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL477.52 516.50 38.982025002194BLACKWOOD, AUDREYPublic Notes:44.58222.92178.34584485 PP 2025 5/13/2026 20,400 25,500 5,1008.9217.83 26.75ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL196.17 249.67 53.502025002210SOUTHERN ROOTS BAR & GRILLPublic Notes:174.84397.76222.92584485 PP 2025 5/27/2026 25,500 45,500 20,0000.0026.75 26.75ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL249.67 424.51 174.842025002235SOUTHERN ROOTS BAR & GRILLPublic Notes:68.70343.51274.81584485 PP 2024 5/13/2026 25,200 31,500 6,30020.6127.48 48.09ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL302.29 391.60 89.312025002210SOUTHERN ROOTS BAR & GRILLPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated217
Union CountyCorrection Listing ReportPage 20 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal80.70403.49322.79584485 PP 2023 5/13/2026 29,600 37,000 7,40032.2832.28 64.56ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL355.07 468.05 112.982025002210SOUTHERN ROOTS BAR & GRILLPublic Notes:82.88414.39331.51584485 PP 2022 5/13/2026 30,400 38,000 7,60041.440.00 41.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL331.51 455.83 124.322025002210SOUTHERN ROOTS BAR & GRILLPublic Notes:89.43447.11357.68584485 PP 2021 5/13/2026 32,800 41,000 8,20053.650.00 53.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL357.68 500.76 143.082025002210SOUTHERN ROOTS BAR & GRILLPublic Notes:206.84289.8483.00599878 PP 2021 5/13/2026 13,617 47,553 33,936124.108.30 132.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL91.30 422.24 330.942025002208KEFI WINERY INCPublic Notes:21.38161.59140.21615701 PP 2025 5/8/2026 27,589 31,797 4,2084.2814.02 18.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL154.23 179.89 25.662025002186RAINIER LAWN CARE LLCPublic Notes:35.29254.14218.85615701 PP 2024 5/8/2026 32,388 37,611 5,22310.5921.89 32.48ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL240.74 286.62 45.882025002186RAINIER LAWN CARE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated218
Union CountyCorrection Listing ReportPage 21 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal40.04267.47227.43615701 PP 2023 5/8/2026 35,630 41,904 6,27416.0222.74 38.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL250.17 306.23 56.062025002187RAINIER LAWN CARE LLCPublic Notes:52.93350.89297.96615701 PP 2022 5/8/2026 36,908 43,465 6,55726.4729.80 56.27ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL327.76 407.16 79.402025002188RAINIER LAWN CARE LLCPublic Notes:3,659.143,936.70277.56621997 PP 2025 5/6/2026 53,285 755,749 702,464731.8327.76 759.59ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL305.32 4,696.29 4,390.972025002183MODERN SITE LLCPublic Notes:5,778.465,905.45126.99621997 PP 2024 5/6/2026 17,942 834,339 816,3971,733.5412.70 1,746.24ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL139.69 7,651.69 7,512.002025002183MODERN SITE LLCPublic Notes:2,985.443,114.91129.47621997 PP 2023 5/6/2026 18,887 454,399 435,5121,194.1712.95 1,207.12ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL142.42 4,322.03 4,179.612025002183MODERN SITE LLCPublic Notes:621.71686.4964.78621997 PP 2022 5/6/2026 9,450 100,145 90,695310.866.48 317.34ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL71.26 1,003.83 932.572025002183MODERN SITE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated219
Union CountyCorrection Listing ReportPage 22 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal828.861,740.17911.31631419 PP 2025 5/7/2026 139,387 266,162 126,77582.9091.13 174.03ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL1,002.44 1,914.20 911.762025002184VING IT LLCPublic Notes:51.2751.270.00657820 PP 2024 5/5/2026 0 5,000 5,00010.250.00 10.25ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 61.52 61.522025002166HAMPTON COLLECTIVE LLCPublic Notes:50.7550.750.00657820 PP 2023 5/5/2026 0 5,000 5,00015.230.00 15.23ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 65.98 65.982025002166HAMPTON COLLECTIVE LLCPublic Notes:50.7550.750.00657820 PP 2022 5/5/2026 0 5,000 5,00020.300.00 20.30ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 71.05 71.052025002166HAMPTON COLLECTIVE LLCPublic Notes:50.6750.670.00657820 PP 2021 5/5/2026 0 5,000 5,00025.340.00 25.34ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 76.01 76.012025002166HAMPTON COLLECTIVE LLCPublic Notes:58.4358.430.00657820 PP 2020 5/5/2026 0 5,000 5,00035.060.00 35.06ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 93.49 93.492025002166HAMPTON COLLECTIVE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated220
Union CountyCorrection Listing ReportPage 23 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal51.2751.270.00657826 PP 2024 5/8/2026 0 5,000 5,00010.250.00 10.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL0.00 61.52 61.522025002191MONA HAUS & HOMEPublic Notes:50.7550.750.00657826 PP 2023 5/8/2026 0 5,000 5,00015.230.00 15.23ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL0.00 65.98 65.982025002191MONA HAUS & HOMEPublic Notes:50.7550.750.00657826 PP 2022 5/8/2026 0 5,000 5,00020.300.00 20.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL0.00 71.05 71.052025002191MONA HAUS & HOMEPublic Notes:50.6750.670.00657826 PP 2021 5/8/2026 0 5,000 5,00025.340.00 25.34ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL0.00 76.01 76.012025002191MONA HAUS & HOMEPublic Notes:58.4358.430.00657826 PP 2020 5/8/2026 0 5,000 5,00035.060.00 35.06ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL0.00 93.49 93.492025002191MONA HAUS & HOMEPublic Notes:209.57209.570.00657910 PP 2024 5/6/2026 0 20,440 20,44041.910.00 41.91ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 251.48 251.482025002182POWERHOUSE KARATE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated221
Union CountyCorrection Listing ReportPage 24 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal207.45207.450.00657910 PP 2023 5/6/2026 0 20,440 20,44062.240.00 62.24ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 269.69 269.692025002182POWERHOUSE KARATE LLCPublic Notes:113.80113.800.00658171 PP 2024 5/1/2026 0 13,600 13,60022.760.00 22.76ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 136.56 136.562025002161MIMIK TATTOO NC LLCPublic Notes:171.04171.040.00658172 PP 2024 5/7/2026 0 20,440 20,44034.210.00 34.21ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 205.25 205.252025002185ROAR TAEKWONDO LLCPublic Notes:168.67168.670.00658172 PP 2023 5/7/2026 0 20,440 20,44050.600.00 50.60ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 219.27 219.272025002185ROAR TAEKWONDO LLCPublic Notes:165.01165.010.00658172 PP 2022 5/7/2026 0 20,440 20,44066.000.00 66.00ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 231.01 231.012025002185ROAR TAEKWONDO LLCPublic Notes:164.85164.850.00658172 PP 2021 5/7/2026 0 20,440 20,44082.430.00 82.43ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 247.28 247.282025002185ROAR TAEKWONDO LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated222
Union CountyCorrection Listing ReportPage 25 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal198.06198.060.00658172 PP 2020 5/7/2026 0 20,440 20,440118.840.00 118.84ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 316.90 316.902025002185ROAR TAEKWONDO LLCPublic Notes:267.69267.690.00676133 PP 2025 5/11/2026 0 39,989 39,9890.000.00 0.00ValueLLTaxINT0.000.00 0.000.00COUNTYTRANSFERTax TTL0.00 267.69 267.692025002200CEM HOLDINGS CORPORATIONPublic Notes:243.55243.550.00676134 PP 2025 5/11/2026 0 36,384 36,3840.000.00 0.00ValueLLTaxINT0.000.00 0.000.00COUNTYTRANSFERTax TTL0.00 243.55 243.552025002202CEM HOLDINGS CORPORATIONPublic Notes:202.98202.980.00676135 PP 2025 5/11/2026 0 30,323 30,3230.000.00 0.00ValueLLTaxINT0.000.00 0.000.00COUNTYTRANSFERTax TTL0.00 202.98 202.982025002201CEM HOLDINGS CORPORATIONPublic Notes:139.17139.170.00676762 PP 2025 5/22/2026 0 14,330 14,3300.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 139.17 139.172025002225STURDIVANT, RATONYA LAREKAPublic Notes:14.3314.330.00676763 PP 2025 5/22/2026 0 2,192 2,1920.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 14.33 14.332025002224MENDOZA, KARINA CINDIAPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated223
Union CountyCorrection Listing ReportPage 26 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal22.1722.170.00676764 PP 2025 5/22/2026 0 2,283 2,2830.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 22.17 22.172025002226SOLIS GARCIA, BERENICEPublic Notes:39.5239.520.00676765 PP 2025 5/22/2026 0 6,045 6,0450.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 39.52 39.522025002223RIEKE, PETER WILLIAM STRAUPublic Notes:67.9967.990.00676766 PP 2025 5/15/2026 0 13,608 13,6080.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 67.99 67.992025002217INGRAM, PHILANDERPublic Notes:Tax 581,428.52 610,371.89 28,943.37Totals for Type Value Change - Discovery : ValueLL 3,691.05 12,827.57 9,136.5261,446,527 65,539,191 4,092,664Tax TTL 585,119.57 623,199.46 38,079.89 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated224
Union CountyCorrection Listing ReportPage 27 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(288.52)3,881.404,169.9207058412 RE 2025 5/20/2026 644,600 600,000 (44,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.00212.70CHANGE VALUEDUE TO AN APPEALTax TTL4,169.92 3,881.40 (288.52)2025002221KLINGLER, SARAH M& KLINGLER, JASON TPublic Notes:(150.56)0.00150.56407339 PP 2025 5/26/2026 23,028 0 (23,028)(15.06)15.06 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL165.62 0.00 (165.62)2025002230AUTOTRAIN LLCPublic Notes:(18.91)0.0018.91416232 PP 2025 5/5/2026 2,825 0 (2,825)(1.89)1.89 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL20.80 0.00 (20.80)2025002169WORLD WIDE MOTORS INCPublic Notes:(68.96)0.0068.96577891 PP 2025 5/6/2026 14,460 0 (14,460)(6.90)6.90 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL75.86 0.00 (75.86)2025002179NIETO, MARIA MAGDALENA RAMPublic Notes:(35.23)0.0035.23577891 PP 2024 5/6/2026 5,512 0 (5,512)(3.52)3.52 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL38.75 0.00 (38.75)2025002179NIETO, MARIA MAGDALENA RAMPublic Notes:(34.84)0.0034.84577891 PP 2023 5/6/2026 5,512 0 (5,512)(3.48)3.48 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL38.32 0.00 (38.32)2025002179NIETO, MARIA MAGDALENA RAMPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated225
Union CountyCorrection Listing ReportPage 28 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(257.47)390.50647.97578695 PP 2025 5/27/2026 74,121 44,669 (29,452)(25.75)64.80 39.05ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL712.77 429.55 (283.22)2025002238BETTER TRUCKING RESOURCESPublic Notes:(51.62)152.14203.76601821 PP 2025 5/8/2026 23,308 17,403 (5,905)(5.17)20.38 15.21ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL224.14 167.35 (56.79)2025002193INTERSTATE TRANSPORT LLCPublic Notes:(71.55)209.65281.20601821 PP 2024 5/8/2026 25,786 19,225 (6,561)(7.16)28.12 20.96ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL309.32 230.61 (78.71)2025002193INTERSTATE TRANSPORT LLCPublic Notes:(315.46)0.00315.46620694 PP 2025 5/22/2026 36,086 0 (36,086)(31.55)31.55 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL347.01 0.00 (347.01)2025002227TRAVELIN LIGHT TRUCKIN LLCPublic Notes:(22.33)0.0022.33621310 PP 2025 5/12/2026 4,413 0 (4,413)(2.23)2.23 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL24.56 0.00 (24.56)2025002203BECHT, ANTOINETTE JOSEPHINPublic Notes:(247.86)0.00247.86625387 PP 2025 5/15/2026 32,781 0 (32,781)(24.79)24.79 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL272.65 0.00 (272.65)2025002215FLASH MARKET LLC FLASH MARPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated226
Union CountyCorrection Listing ReportPage 29 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(181.13)0.00181.13644773 PP 2025 5/6/2026 27,058 0 (27,058)(18.11)18.11 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL199.24 0.00 (199.24)2025002175CANAAN LOGISTIC INCPublic Notes:(39.45)0.0039.45644813 PP 2025 5/15/2026 4,513 0 (4,513)(3.95)3.95 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL43.40 0.00 (43.40)2025002216SELLS ENTERPRISES LLCPublic Notes:(41.47)0.0041.47657740 PP 2025 5/26/2026 8,313 0 (8,313)(4.15)4.15 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL45.62 0.00 (45.62)2025002229HELMS, JONATHAN EVAN& KISER, HAILEY BRIANNEPublic Notes:(69.93)0.0069.93658080 PP 2025 5/26/2026 7,200 0 (7,200)(6.99)6.99 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL76.92 0.00 (76.92)2025002231DEESE EXPRESS INCPublic Notes:(91.45)0.0091.45658719 PP 2025 5/27/2026 18,069 0 (18,069)(9.15)9.15 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL100.60 0.00 (100.60)2025002239GOMEZ, ESMERALDA MARTINEZPublic Notes:(56.84)0.0056.84659090 PP 2025 5/12/2026 7,517 0 (7,517)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL56.84 0.00 (56.84)2025002204GPM EMPIRE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated227
Union CountyCorrection Listing ReportPage 30 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(449.30)0.00449.30663775 PP 2024 5/6/2026 41,201 0 (41,201)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL449.30 0.00 (449.30)2025002176FELTON, SONYA RENEEPublic Notes:(78.54)147.26225.80665436 PP 2024 5/15/2026 22,023 14,363 (7,660)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL225.80 147.26 (78.54)2025002213TAYLOR, VINCENT VERNPublic Notes:(103.31)0.00103.31665625 PP 2024 5/6/2026 12,500 0 (12,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL103.31 0.00 (103.31)2025002174HERMAN, JOSHUA THOMASPublic Notes:(14.06)0.0014.06665852 PP 2024 5/26/2026 2,088 0 (2,088)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL14.06 0.00 (14.06)2025002234KARPETS, VASILIY L'VOVICHPublic Notes:(589.87)38.89628.76666659 PP 2024 5/6/2026 100,153 6,195 (93,958)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL628.76 38.89 (589.87)2025002177RUBIN, ANDREW SCOTTPublic Notes:(176.46)37.81214.27666737 PP 2024 5/6/2026 25,925 4,575 (21,350)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL214.27 37.81 (176.46)2025002173HERMAN, ASHLEY ELIZABETHPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated228
Union CountyCorrection Listing ReportPage 31 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(130.75)255.28386.03667803 PP 2024 5/15/2026 46,707 30,887 (15,820)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL386.03 255.28 (130.75)2025002212FORD, GREGORY ALANPublic Notes:(255.28)0.00255.28667803 PP 2024 5/29/2026 30,887 0 (30,887)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL255.28 0.00 (255.28)2025002246FORD, GREGORY ALANPublic Notes:(587.78)0.00587.78668448 PP 2024 5/5/2026 53,900 0 (53,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL587.78 0.00 (587.78)2025002170PROSSER, AMANDA LYNNPublic Notes:(499.91)0.00499.91670704 PP 2025 5/11/2026 103,802 0 (103,802)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL499.91 0.00 (499.91)2025002196VARIE, LINDA DARLENE& VARIE, JOSEPH MARCPublic Notes:(421.50)0.00421.50670705 PP 2025 5/11/2026 87,520 0 (87,520)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL421.50 0.00 (421.50)2025002195VARIE, JOSEPH MARCPublic Notes:(250.72)0.00250.72672583 PP 2025 5/29/2026 28,680 0 (28,680)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL250.72 0.00 (250.72)2025002244SWINK, BRITTANY NOELLEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated229
Union CountyCorrection Listing ReportPage 32 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(116.34)0.00116.34675341 PP 2025 5/15/2026 15,105 0 (15,105)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL116.34 0.00 (116.34)2025002214PEREZ, CLAUDIA MARCELAPublic Notes:(10.36)0.0010.36675436 PP 2025 5/5/2026 2,038 0 (2,038)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL10.36 0.00 (10.36)2025002171ARP, LARRY DEAN JRPublic Notes:(669.28)0.00669.28675841 PP 2025 5/6/2026 144,055 0 (144,055)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL669.28 0.00 (669.28)2025002181CORNELISON, CAROLYN JANEPublic Notes:(1,562.09)0.001,562.09676207 PP 2025 5/29/2026 178,688 0 (178,688)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL1,562.09 0.00 (1,562.09)2025002243PAUL, DAVID ALLANPublic Notes:(159.22)0.00159.22676249 PP 2025 5/27/2026 34,271 0 (34,271)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL159.22 0.00 (159.22)2025002236COWARD, STEPHEN DONALDPublic Notes:(582.43)0.00582.43676476 PP 2025 5/27/2026 75,620 0 (75,620)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL582.43 0.00 (582.43)2025002237GAMPA, ROHITPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated230
Union CountyCorrection Listing ReportPage 33 of 332026/06/08 08:45:19 AMDate Posted between 5/1/2026 and 5/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(357.21)0.00357.21677520 PP 2025 5/29/2026 55,219 0 (55,219)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL357.21 0.00 (357.21)2025002245SMITH, ERICA DANIELLEPublic Notes:Tax 14,170.92 5,112.93 (9,057.99)Totals for Type Value Change - Release : ValueLL 245.07 75.22 (169.85)2,025,484 737,317 (1,288,167)Tax TTL 14,415.99 5,188.15 (9,227.84) 212.70INT 0.00 0.00 0.00Grand Totals :YearRefund Amount212.70Tax 652,867.83 841,243.73 188,375.90Value 98,008,53872,989,7908,966.67LL 3,936.12 12,902.7925,018,748Tax TTL 656,803.95 876,131.62 219,327.67212.70INT 0.00 21,985.10 21,985.10JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated231
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-367 Agenda Date:7/20/2026
TITLE:..title
May 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 May 2026 NCVTS Motor Vehicle Tax Refund Report.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The refunds included in this report represent adjustments made to tax bills 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:
$3,439.84
Union County, NC Printed on 7/7/2026Page 1 of 1
powered by Legistar™232
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
200 TAX ($534.36)$0.00
200 VEHICLE FEE ($30.00)$0.00
026 TAX $36.92 $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 ($366.93)$0.00
200 VEHICLE FEE ($30.00)$0.00
025 TAX $37.19 $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 ($82.54)$0.00
200 VEHICLE FEE ($30.00)$0.00
026 TAX $5.70 $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 ($19.42)$0.00
200 TAX ($76.03)$0.00
200 VEHICLE FEE ($30.00)$0.00
003 TAX ($1.83)$0.00
005 TAX ($0.78)$0.00
004 TAX ($6.72)$0.00
002 TAX ($46.28)$0.00
Refund
001 TAX ($141.66)$0.00
800 TAX ($44.11)$0.00
026 TAX ($38.32)$0.00
003 TAX ($13.36)$0.00
005 TAX ($5.67)$0.00
004 TAX ($49.03)$0.00
002 TAX ($337.52)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($220.44)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $23.75 $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 ($117.08)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $12.61 $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 ($363.00)$0.00
200 VEHICLE FEE ($30.00)$0.00
026 TAX $25.08 $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
CHILIAN,
JESSICA MARIE
CHILIAN,
JESSICA MARIE 206 ELVEN CT
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
989584752
Refund Generated due
to adjustment on
Bill #0090488199-
2025-2025-0000
Situs error 5/14/2026MARVIN, NC
28173
Adjustment >=
$100 0090488199 MCH6853 PENDING
$0.00
$0.00
$0.00
$527.44
$0.00
($534.36)
($30.00)
$36.92
$0.00
$0.00
($366.93)
($30.00)
$37.19
$0.00991168496
Refund Generated due
to adjustment on
Bill #0091197477-
2025-2025-0000
Situs error 5/21/2026
GRIMES,
REGINA AKOSUA
GRIMES,
REGINA AKOSUA
1618 WAXHAW
INDIAN TRAIL
RD
$0.00
$0.00
$0.00
$359.74
WAXHAW, NC
28173
Adjustment >=
$100 0091197477 AA3411E PENDING
COOK
UNDERGROUND
CONTRACTING
LLC
COOK
UNDERGROUND
CONTRACTING
LLC
6417
MCWHORTER RD
303 DALE ST
$0.00
$0.00
$0.00
$106.84
$0.00
($82.54)
($30.00)
$5.70
$0.00991167560
Refund Generated due
to adjustment on
Bill #0091069011-
2025-2025-0000
Situs error 5/21/2026WAXHAW, NC
28173
Adjustment >=
$100 0091069011 TKT2533 PENDING
($19.42)
($76.03)
($30.00)
($1.83)
($0.78)868636090
Refund Generated due
to adjustment on
Bill #0090502589-
2025-2025-0000-00
Exempt
Property 5/28/2026
($6.72)
($46.28)
$181.06
HAMANN,
RICHARD
ANTHONY
HAMANN,
RICHARD
ANTHONY
443 WALDEN
TRL
WAXHAW, NC
28173
Adjustment >=
$100 0090942295 87402 PENDING 864084991
Refund Generated due
to adjustment on
Bill #0090942295-
2025-2025-0000-00
MONROE, NC
28112
Adjustment >=
$100 0090502589 WBD7241 PENDINGGROUND 40
MINISTRIES
GROUND 40
MINISTRIES
KIRCHNER,
STEVEN CARL
KIRCHNER,
STEVEN CARL
1051 SEVEN
SISTERS AVE
Exempt
Property 5/4/2026
($141.66)
($44.11)
($38.32)
($13.36)
($5.67)
($49.03)
($337.52)
$629.67
991168456
Refund Generated due
to adjustment on
Bill #0091094767-
2025-2025-0000
Situs error 5/21/2026MONROE, NC
28110
Adjustment >=
$100 0091094767 MCN6049 PENDING
$0.00
$0.00
$0.00
$226.69
$0.00
($220.44)
($30.00)
$23.75
$0.00
$0.00
($117.08)
($30.00)
$12.61
$0.00991167648
Refund Generated due
to adjustment on
Bill #0091028557-
2025-2025-0000
Situs error 5/21/2026
MIKELINICH,
MARIO BRANKO
MIKELINICH,
MARIO BRANKO
314 ROYAL
CRESCENT LN
$0.00
$0.00
$0.00
$134.47
MONROE, NC
28112
Adjustment >=
$100 0091028557 MBV6136 PENDINGMCGRAW DOOR
LLC
MCGRAW DOOR
LLC
5318 SUITE B
LANCASTER HW
991168472
Refund Generated due
to adjustment on
Bill #0091143479-
2025-2025-0000
Situs error 5/21/2026MARVIN, NC
28173
Adjustment >=
$100 0091143479 MCC4031 PENDING
$0.00
$0.00
$0.00
$367.92
$0.00
($363.00)
($30.00)
$25.08
$0.00
Page 1 of 2
233
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
600 TAX $65.96 $0.00
200 TAX ($170.72)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $16.57 $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 ($99.31)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $9.64 $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 ($217.58)$0.00
200 VEHICLE FEE ($30.00)$0.00
021 TAX $26.70 $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 ($113.04)$0.00
200 VEHICLE FEE ($30.00)$0.00
970 TAX $5.78 $0.00
026 TAX $7.81 $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 $94.61 $0.00
200 TAX ($244.87)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $25.71 $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 ($148.90)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $15.63 $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
$0.00
$65.96
($170.72)
($30.00)
$16.571115064261
Refund Generated due
to adjustment on
Bill #0091196420-
2025-2025-0000
Situs error 5/21/2026
RAMIREZ
CRAVIOTO,
ABNER ELEONAI
RAMIREZ
CRAVIOTO,
ABNER ELEONAI
5700 INDIAN
TRAIL
FAIRVIEW RD
$0.00
$0.00
$0.00
$0.00
$118.19
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0091196420 MCR5377 PENDINGQUISPE ANDIA,
FRANK ALAIN
QUISPE ANDIA,
FRANK ALAIN
6101 FOLLOW
THE TRAIL
989584144
Refund Generated due
to adjustment on
Bill #0090498750-
2025-2025-0000
Situs error 5/14/2026INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0090498750 MCJ5837 PENDING
$0.00
$0.00
$0.00
$119.67
$0.00
($99.31)
($30.00)
$9.64
$0.00
$0.00
($217.58)
($30.00)
$26.70
$0.00989584704
Refund Generated due
to adjustment on
Bill #0090457886-
2025-2025-0000
Situs error 5/14/2026
SEERING,
ALLEE RENEE
SEERING,
ALLEE RENEE
SEERING,
HALEY
MICHELLE
1181
WOODWINDS DR
$0.00
$0.00
$0.00
$220.88
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0090457886 AA8015E PENDINGSECURE TURF
INC
SECURE TURF
INC PO BOX 3180
1113282189
Refund Generated due
to adjustment on
Bill #0090554439-
2025-2025-0000
Situs error 5/14/2026WAXHAW, NC
28173
Adjustment >=
$100 0090554439 VBC7262 PENDING $0.00
$0.00
$0.00
$0.00
$129.45
$0.00
($113.04)
($30.00)
$5.78
$7.81
$0.00
$94.61
($244.87)
($30.00)
$25.711115064522
Refund Generated due
to adjustment on
Bill #0091143718-
2025-2025-0000
Situs error 5/21/2026
WOYTOWICZ,
ROBERT THOMAS
WOYTOWICZ,
ROBERT THOMAS
2016
ROSEFIELD CT
$0.00
$0.00
$0.00
$0.00
$154.55
JASPER, IN
47546
Adjustment >=
$100 0091143718 VR1036 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
$0.00
($148.90)
($30.00)
$15.63
$0.00991168224
Refund Generated due
to adjustment on
Bill #0090595588-
2025-2025-0000
Situs error 5/21/2026
$3439.84
$0.00
$0.00
$0.00
$163.27
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0090595588 KHK7228 PENDING
Page 2 of 2
234
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-409 Agenda Date:7/20/2026
TITLE:..title
Tax Bill Correction Report for June 2026
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624
ACTION REQUESTED:
Approve the Tax Bill Correction Reports for June 2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County
Commissioners is authorized to make and approve certain changes to property tax records. Approval
of such changes may result in either a release, refund, or discovery of ad valorem taxes. The
attached report provides detailed information on all tax bills that were modified. Included in the report
for each correction is the parcel number or property key, owner name, reason for the change, original
value, original tax, corrected value, corrected tax, and refund, if applicable.
FINANCIAL IMPACT:
June Refund amount = $84,438.46
Union County, NC Printed on 7/7/2026Page 1 of 1
powered by Legistar™235
Union CountyCorrection Listing ReportPage 1 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal3,194.253,319.11124.8601144012B RE 2025 6/3/2026 24,700 656,600 631,9000.000.00 0.00ValueLLTaxINT183.670.00 183.670.00PUV ROLLBACKTax TTL124.86 3,502.78 3,377.922025002249JERUSALEM PROPERTY LLCPublic Notes:2,032.252,173.25141.0001144012B RE 2024 6/3/2026 21,800 336,000 314,2000.000.00 0.00ValueLLTaxINT299.760.00 299.760.00PUV ROLLBACKTax TTL141.00 2,473.01 2,332.012025002249JERUSALEM PROPERTY LLCPublic Notes:1,968.152,104.70136.5501144012B RE 2023 6/3/2026 21,800 336,000 314,2000.000.00 0.00ValueLLTaxINT467.430.00 467.430.00PUV ROLLBACKTax TTL136.55 2,572.13 2,435.582025002249JERUSALEM PROPERTY LLCPublic Notes:3,287.773,383.3195.5401174015A RE 2025 6/9/2026 18,900 669,300 650,4000.000.00 0.00ValueLLTaxINT189.050.00 189.050.00PUV ROLLBACKTax TTL95.54 3,572.36 3,476.822025002252SMITH, SHARON ANN& SMITH, CRAIG WILLIAMPublic Notes:2,118.272,239.22120.9501174015A RE 2024 6/9/2026 18,700 346,200 327,5000.000.00 0.00ValueLLTaxINT312.450.00 312.450.00PUV ROLLBACKTax TTL120.95 2,551.67 2,430.722025002252SMITH, SHARON ANN& SMITH, CRAIG WILLIAMPublic Notes:2,051.462,168.60117.1401174015A RE 2023 6/9/2026 18,700 346,200 327,5000.000.00 0.00ValueLLTaxINT487.220.00 487.220.00PUV ROLLBACKTax TTL117.14 2,655.82 2,538.682025002252SMITH, SHARON ANN& SMITH, CRAIG WILLIAMPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated236
Union CountyCorrection Listing ReportPage 2 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal14.021,388.721,374.7002154001 RE 2025 6/29/2026 275,600 278,410 2,8100.000.00 0.00ValueLLTaxINT0.810.00 0.810.00PUV ROLLBACKTax TTL1,374.70 1,389.53 14.832025002325HAIGLER, MICHAEL& LYBRAND, LINDA HPublic Notes:9.221,367.271,358.0502154001 RE 2024 6/29/2026 203,300 204,680 1,3800.000.00 0.00ValueLLTaxINT1.360.00 1.360.00PUV ROLLBACKTax TTL1,358.05 1,368.63 10.582025002325HAIGLER, MICHAEL& LYBRAND, LINDA HPublic Notes:9.071,344.541,335.4702154001 RE 2023 6/29/2026 203,300 204,680 1,3800.000.00 0.00ValueLLTaxINT2.150.00 2.150.00PUV ROLLBACKTax TTL1,335.47 1,346.69 11.222025002325HAIGLER, MICHAEL& LYBRAND, LINDA HPublic Notes:320.08392.9172.8302254014D RE 2025 6/19/2026 14,600 78,770 64,1700.000.00 0.00ValueLLTaxINT18.400.00 18.400.00PUV ROLLBACKTax TTL72.83 411.31 338.482025002290BAKER, ROBERT BPublic Notes:240.88323.0582.1702254014D RE 2024 6/19/2026 12,300 48,360 36,0600.000.00 0.00ValueLLTaxINT35.530.00 35.530.00PUV ROLLBACKTax TTL82.17 358.58 276.412025002290BAKER, ROBERT BPublic Notes:236.88317.6880.8002254014D RE 2023 6/19/2026 12,300 48,360 36,0600.000.00 0.00ValueLLTaxINT56.260.00 56.260.00PUV ROLLBACKTax TTL80.80 373.94 293.142025002290BAKER, ROBERT BPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated237
Union CountyCorrection Listing ReportPage 3 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,292.751,443.61150.8608096011J RE 2025 6/11/2026 30,900 295,700 264,8000.000.00 0.00ValueLLTaxINT74.340.00 74.340.00PUV ROLLBACKTax TTL150.86 1,517.95 1,367.092025002256TOMBERLIN, GREGORY SCOTT& KIKER, SUZETTE TPublic Notes:624.88740.94116.0608096011J RE 2024 6/11/2026 17,700 113,000 95,3000.000.00 0.00ValueLLTaxINT92.170.00 92.170.00PUV ROLLBACKTax TTL116.06 833.11 717.052025002256TOMBERLIN, GREGORY SCOTT& KIKER, SUZETTE TPublic Notes:601.41778.63177.2208096011J RE 2023 6/11/2026 27,290 119,900 92,6100.000.00 0.00ValueLLTaxINT142.840.00 142.840.00PUV ROLLBACKTax TTL177.22 921.47 744.252025002256TOMBERLIN, GREGORY SCOTT& KIKER, SUZETTE TPublic Notes:Tax 5,484.20 23,485.54 18,001.34Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.00921,890 4,082,160 3,160,270Tax TTL 5,484.20 25,848.98 20,364.78 0.00INT 0.00 2,363.44 2,363.44JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated238
Union CountyCorrection Listing ReportPage 4 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Tax Type Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.00409323 PP 2025 6/18/2026 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 0.00 0.002025002288DOGS DAY OUT GROOMING & PEPublic Notes:Tax 0.00 0.00 0.00Totals for Type Tax Type Change - Discovery : ValueLL 0.00 0.00 0.0000 0Tax TTL 0.00 0.00 0.00 0.00INT 0.00 0.00 0.00Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal540.94713.96173.022785144 PP 2025 6/29/2026 22,464 92,698 70,234108.1917.30 125.49ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL190.32 839.45 649.132025002332TAYLOR CONSTRUCTION OF NORPublic Notes:822.331,064.61242.282785144 PP 2024 6/29/2026 23,630 103,834 80,204246.700.00 246.70ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL242.28 1,311.31 1,069.032025002332TAYLOR CONSTRUCTION OF NORPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated239
Union CountyCorrection Listing ReportPage 5 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,014.331,082.9268.592785144 PP 2023 6/29/2026 6,758 106,702 99,944405.726.86 412.58ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL75.45 1,495.50 1,420.052025002332TAYLOR CONSTRUCTION OF NORPublic Notes:158.37237.1878.812785144 PP 2022 6/29/2026 7,765 23,370 15,60579.197.88 87.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL86.69 324.25 237.562025002332TAYLOR CONSTRUCTION OF NORPublic Notes:158.56241.3182.752785144 PP 2021 6/29/2026 8,166 23,814 15,64895.138.28 103.41ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL91.03 344.72 253.692025002332TAYLOR CONSTRUCTION OF NORPublic Notes:77.32319.07241.75407214 PP 2025 6/26/2026 37,370 49,323 11,95315.4624.18 39.64ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL265.93 358.71 92.782025002312ARCHITECH SPORTS & PHYSICAPublic Notes:116.92450.99334.07407214 PP 2024 6/26/2026 40,533 54,718 14,18535.0733.41 68.48ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL367.48 519.47 151.992025002312ARCHITECH SPORTS & PHYSICAPublic Notes:250.32756.80506.48407816 PP 2025 6/25/2026 57,936 86,571 28,63550.0750.66 100.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL557.14 857.53 300.392025002303BRANDON REEVES AUTO WORLDPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated240
Union CountyCorrection Listing ReportPage 6 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.00550.80550.80407816 PP 2024 6/25/2026 50,509 50,509 00.0055.08 55.08ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL605.88 605.88 0.002025002303BRANDON REEVES AUTO WORLDPublic Notes:0.00603.83603.83407816 PP 2023 6/25/2026 55,372 55,372 00.0060.38 60.38ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL664.21 664.21 0.002025002303BRANDON REEVES AUTO WORLDPublic Notes:0.00695.41695.41407816 PP 2022 6/25/2026 63,770 63,770 00.0069.54 69.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL764.95 764.95 0.002025002303BRANDON REEVES AUTO WORLDPublic Notes:392.82956.70563.88407816 PP 2021 6/25/2026 51,708 87,730 36,022235.6956.39 292.08ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL620.27 1,248.78 628.512025002303BRANDON REEVES AUTO WORLDPublic Notes:1,285.795,372.474,086.68408909 PP 2025 6/26/2026 807,484 1,061,544 254,060257.160.00 257.16ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,086.68 5,629.63 1,542.952025002310CRG AGRICULTURAL PROPERTIEPublic Notes:4,759.197,964.853,205.66408909 PP 2024 6/26/2026 475,970 1,182,606 706,6361,427.760.00 1,427.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,205.66 9,392.61 6,186.952025002310CRG AGRICULTURAL PROPERTIEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated241
Union CountyCorrection Listing ReportPage 7 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,081.015,436.603,355.59408909 PP 2023 6/26/2026 512,304 830,016 317,712832.400.00 832.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,355.59 6,269.00 2,913.412025002310CRG AGRICULTURAL PROPERTIEPublic Notes:1,673.195,331.803,658.61408909 PP 2022 6/26/2026 558,567 814,015 255,448836.590.00 836.59ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,658.61 6,168.39 2,509.782025002310CRG AGRICULTURAL PROPERTIEPublic Notes:1,401.745,007.743,606.00408909 PP 2021 6/26/2026 551,123 765,359 214,236841.050.00 841.05ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,606.00 5,848.79 2,242.792025002310CRG AGRICULTURAL PROPERTIEPublic Notes:677.1636,591.7035,914.54409280 PP 2024 6/25/2026 2,964,224 3,020,114 55,890203.150.00 203.15ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL35,914.54 36,794.85 880.312025002304DIVERSIFIED UTILITY GROUPPublic Notes:795.3225,467.8424,672.52409280 PP 2023 6/25/2026 2,154,617 2,224,071 69,454318.130.00 318.13ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL24,672.52 25,785.97 1,113.452025002304DIVERSIFIED UTILITY GROUPPublic Notes:674.3022,982.2022,307.90409280 PP 2022 6/25/2026 1,948,118 2,007,004 58,886337.152,230.79 2,567.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL24,538.69 25,550.14 1,011.452025002304DIVERSIFIED UTILITY GROUPPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated242
Union CountyCorrection Listing ReportPage 8 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal152.2117,841.9517,689.74409280 PP 2021 6/25/2026 1,548,472 1,561,795 13,32391.321,768.97 1,860.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL19,458.71 19,702.24 243.532025002304DIVERSIFIED UTILITY GROUPPublic Notes:128.76128.760.00409323 PP 2025 6/18/2026 0 25,441 25,4410.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 128.76 128.762025002289DOGS DAY OUT GROOMING & PEPublic Notes:1,455.376,486.375,031.00409501 PP 2025 6/26/2026 755,519 974,076 218,557291.070.00 291.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,031.00 6,777.44 1,746.442025002317EAST COAST LLCPublic Notes:2,494.244,211.341,717.10409501 PP 2024 6/26/2026 256,858 629,968 373,110748.27171.71 919.98ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,888.81 5,131.32 3,242.512025002317EAST COAST LLCPublic Notes:3,253.223,337.0183.79409501 PP 2023 6/26/2026 12,728 506,914 494,1861,301.290.00 1,301.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL83.79 4,638.30 4,554.512025002317EAST COAST LLCPublic Notes:2,054.272,142.4788.20409501 PP 2022 6/26/2026 13,398 325,455 312,0571,027.140.00 1,027.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL88.20 3,169.61 3,081.412025002317EAST COAST LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated243
Union CountyCorrection Listing ReportPage 9 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,560.731,653.6792.94409501 PP 2021 6/26/2026 14,103 250,937 236,834936.440.00 936.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL92.94 2,590.11 2,497.172025002317EAST COAST LLCPublic Notes:10.59594.30583.71409824 PP 2025 6/26/2026 116,952 119,075 2,1232.020.00 2.02ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL583.71 596.32 12.612025002307FARLEY'S PIZZAPublic Notes:23.23860.55837.32409824 PP 2024 6/26/2026 126,064 129,562 3,4986.400.00 6.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL837.32 866.95 29.632025002307FARLEY'S PIZZAPublic Notes:32.76890.79858.03409824 PP 2023 6/26/2026 130,917 135,915 4,99812.060.00 12.06ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL858.03 902.85 44.822025002307FARLEY'S PIZZAPublic Notes:114.29854.46740.17409824 PP 2022 6/26/2026 112,934 130,373 17,43954.7774.02 128.79ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL814.19 983.25 169.062025002307FARLEY'S PIZZAPublic Notes:122.21396.78274.57409824 PP 2021 6/26/2026 42,163 60,931 18,76869.3927.46 96.85ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL302.03 493.63 191.602025002307FARLEY'S PIZZAPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated244
Union CountyCorrection Listing ReportPage 10 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal528.801,449.66920.86410384 PP 2025 6/26/2026 184,320 290,165 105,845105.760.00 105.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL920.86 1,555.42 634.562025002316GREENSPACE LAWN CARE INCPublic Notes:709.791,854.391,144.60410384 PP 2024 6/26/2026 175,337 284,067 108,730212.940.00 212.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,144.60 2,067.33 922.732025002316GREENSPACE LAWN CARE INCPublic Notes:688.261,507.30819.04410384 PP 2023 6/26/2026 129,390 238,120 108,730275.300.00 275.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL819.04 1,782.60 963.562025002316GREENSPACE LAWN CARE INCPublic Notes:825.631,686.18860.55410384 PP 2022 6/26/2026 135,307 265,123 129,816412.820.00 412.82ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL860.55 2,099.00 1,238.452025002316GREENSPACE LAWN CARE INCPublic Notes:17.98415.72397.74410384 PP 2021 6/26/2026 63,113 65,967 2,85410.790.00 10.79ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL397.74 426.51 28.772025002316GREENSPACE LAWN CARE INCPublic Notes:378.6111,688.6311,310.02411002 PP 2025 6/29/2026 1,748,341 1,806,868 58,52775.720.00 75.72ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL11,310.02 11,764.35 454.332025002339INNOVATIVE DIGITAL SYSTEMSPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated245
Union CountyCorrection Listing ReportPage 11 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal5,031.3513,617.408,586.05411002 PP 2024 6/29/2026 1,041,744 1,652,196 610,4521,509.410.00 1,509.41ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL8,586.05 15,126.81 6,540.762025002339INNOVATIVE DIGITAL SYSTEMSPublic Notes:5,101.0712,584.627,483.55411002 PP 2023 6/29/2026 915,867 1,540,157 624,2902,040.430.00 2,040.43ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,483.55 14,625.05 7,141.502025002339INNOVATIVE DIGITAL SYSTEMSPublic Notes:4,387.806,105.861,718.06411002 PP 2022 6/29/2026 210,263 747,260 536,9972,193.90171.81 2,365.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,889.87 8,471.57 6,581.702025002339INNOVATIVE DIGITAL SYSTEMSPublic Notes:305.572,365.702,060.13411002 PP 2021 6/29/2026 252,127 289,524 37,397183.35206.01 389.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,266.14 2,755.06 488.922025002339INNOVATIVE DIGITAL SYSTEMSPublic Notes:184.661,354.951,170.29411639 PP 2025 6/12/2026 183,748 212,742 28,99436.360.00 36.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,170.29 1,391.31 221.022025002257LAKE PARK NURSING & REHABPublic Notes:62.202,077.652,015.45411639 PP 2024 6/12/2026 236,639 243,942 7,30317.520.00 17.52ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,015.45 2,095.17 79.722025002257LAKE PARK NURSING & REHABPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated246
Union CountyCorrection Listing ReportPage 12 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal138.442,166.762,028.32411639 PP 2023 6/12/2026 243,029 259,617 16,58853.880.00 53.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,028.32 2,220.64 192.322025002257LAKE PARK NURSING & REHABPublic Notes:212.452,235.892,023.44411639 PP 2022 6/12/2026 242,444 267,899 25,455104.360.00 104.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,023.44 2,340.25 316.812025002257LAKE PARK NURSING & REHABPublic Notes:149.402,170.882,021.48411639 PP 2021 6/12/2026 245,892 264,065 18,17387.440.00 87.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,021.48 2,258.32 236.842025002257LAKE PARK NURSING & REHABPublic Notes:592.001,971.011,379.01412301 PP 2025 6/26/2026 288,013 411,656 123,643118.400.00 118.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,379.01 2,089.41 710.402025002308MEADOW WOOD FARMS LLCPublic Notes:921.812,629.541,707.73412301 PP 2024 6/26/2026 267,586 412,024 144,438276.55170.77 447.32ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,878.50 3,076.86 1,198.362025002308MEADOW WOOD FARMS LLCPublic Notes:824.862,650.921,826.06412301 PP 2023 6/26/2026 290,820 422,189 131,369329.940.00 329.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,826.06 2,980.86 1,154.802025002308MEADOW WOOD FARMS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated247
Union CountyCorrection Listing ReportPage 13 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal904.622,650.031,745.41412301 PP 2022 6/26/2026 277,976 422,047 144,071452.31174.54 626.85ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,919.95 3,276.88 1,356.932025002308MEADOW WOOD FARMS LLCPublic Notes:877.312,466.351,589.04412301 PP 2021 6/26/2026 257,626 399,862 142,236526.39158.90 685.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,747.94 3,151.64 1,403.702025002308MEADOW WOOD FARMS LLCPublic Notes:102.153,016.022,913.87413772 PP 2025 6/26/2026 597,963 618,925 20,96220.430.00 20.43ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,913.87 3,036.45 122.582025002311RATLIFF, RANDYPublic Notes:771.384,483.813,712.43413772 PP 2024 6/26/2026 567,824 685,807 117,983231.410.00 231.41ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,712.43 4,715.22 1,002.792025002311RATLIFF, RANDYPublic Notes:1,521.283,994.512,473.23413772 PP 2023 6/26/2026 384,879 621,617 236,738608.510.00 608.51ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,473.23 4,603.02 2,129.792025002311RATLIFF, RANDYPublic Notes:1,179.393,705.782,526.39413772 PP 2022 6/26/2026 393,152 576,685 183,533589.690.00 589.69ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,526.39 4,295.47 1,769.082025002311RATLIFF, RANDYPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated248
Union CountyCorrection Listing ReportPage 14 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,120.822,325.521,204.70413772 PP 2021 6/26/2026 186,833 360,658 173,825672.490.00 672.49ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,204.70 2,998.01 1,793.312025002311RATLIFF, RANDYPublic Notes:1,328.783,501.212,172.43413774 PP 2025 6/26/2026 445,809 718,492 272,683265.760.00 265.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,172.43 3,766.97 1,594.542025002313RATLIFF ROBERT M JRPublic Notes:1,068.264,306.963,238.70413774 PP 2024 6/26/2026 495,366 658,758 163,392320.480.00 320.48ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,238.70 4,627.44 1,388.742025002313RATLIFF ROBERT M JRPublic Notes:1,782.114,645.392,863.28413774 PP 2023 6/26/2026 445,577 722,905 277,328712.840.00 712.84ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,863.28 5,358.23 2,494.952025002313RATLIFF ROBERT M JRPublic Notes:1,803.584,110.762,307.18413774 PP 2022 6/26/2026 359,039 639,708 280,669901.790.00 901.79ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,307.18 5,012.55 2,705.372025002313RATLIFF ROBERT M JRPublic Notes:1,666.942,902.791,235.85413774 PP 2021 6/26/2026 191,664 450,185 258,5211,000.160.00 1,000.16ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,235.85 3,902.95 2,667.102025002313RATLIFF ROBERT M JRPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated249
Union CountyCorrection Listing ReportPage 15 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal10.331,205.881,195.55413969 PP 2025 6/29/2026 178,600 180,144 1,5442.070.00 2.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,195.55 1,207.95 12.402025002335RM MATTHEWS LLCPublic Notes:15.76923.98908.22413969 PP 2024 6/29/2026 105,915 107,753 1,8384.730.00 4.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL908.22 928.71 20.492025002335RM MATTHEWS LLCPublic Notes:144.25714.42570.17414848 PP 2025 6/26/2026 111,644 139,890 28,24628.8557.02 85.87ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL627.19 800.29 173.102025002309BROWN, STUARTPublic Notes:199.31992.40793.09414848 PP 2024 6/26/2026 118,637 148,452 29,81559.790.00 59.79ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL793.09 1,052.19 259.102025002309BROWN, STUARTPublic Notes:10.56724.12713.56414958 PP 2025 6/17/2026 149,625 151,839 2,2142.1171.36 73.47ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL784.92 797.59 12.672025002281TDR PLUMBING LLCPublic Notes:550.97919.81368.84414958 PP 2024 6/17/2026 57,703 143,900 86,197165.3036.88 202.18ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL405.72 1,121.99 716.272025002281TDR PLUMBING LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated250
Union CountyCorrection Listing ReportPage 16 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal54.23346.33292.10414958 PP 2023 6/17/2026 46,211 54,791 8,58021.690.00 21.69ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL292.10 368.02 75.922025002281TDR PLUMBING LLCPublic Notes:14.07332.23318.16414958 PP 2022 6/17/2026 50,334 52,560 2,2267.040.00 7.04ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL318.16 339.27 21.112025002281TDR PLUMBING LLCPublic Notes:57.79320.10262.31414958 PP 2021 6/17/2026 41,498 50,641 9,14334.670.00 34.67ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL262.31 354.77 92.462025002281TDR PLUMBING LLCPublic Notes:120.281,891.421,771.14415622 PP 2021 6/29/2026 219,608 234,522 14,91472.170.00 72.17ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,771.14 1,963.59 192.452025002327UNION COUNTY MARKET CENTERPublic Notes:510.122,568.012,057.89578798 PP 2025 6/29/2026 430,340 537,015 106,67551.01117.76 168.77ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,175.65 2,736.78 561.132025002319NASH COMPANY INC& NASH, SUE CPublic Notes:519.70913.54393.84581390 PP 2025 6/29/2026 45,051 104,500 59,449103.9539.38 143.33ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL433.22 1,056.87 623.652025002338BENNY & MIMI INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated251
Union CountyCorrection Listing ReportPage 17 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal630.211,139.57509.36581390 PP 2024 6/29/2026 46,709 104,500 57,791189.0550.94 239.99ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL560.30 1,379.56 819.262025002338BENNY & MIMI INCPublic Notes:377.291,139.57762.28581390 PP 2023 6/29/2026 69,902 104,500 34,598150.920.00 150.92ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL762.28 1,290.49 528.212025002338BENNY & MIMI INCPublic Notes:252.061,139.57887.51581390 PP 2022 6/29/2026 81,386 104,500 23,114126.0388.75 214.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL976.26 1,354.35 378.092025002338BENNY & MIMI INCPublic Notes:238.891,139.57900.68581390 PP 2021 6/29/2026 82,593 104,500 21,907143.3390.07 233.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL990.75 1,372.97 382.222025002338BENNY & MIMI INCPublic Notes:19.52129.83110.31587219 PP 2024 6/29/2026 16,924 19,918 2,9945.860.00 5.86ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL110.31 135.69 25.382025002323AREY, FRANK KESTLER JRPublic Notes:585.361,334.29748.93594204 PP 2025 6/29/2026 148,568 264,688 116,120117.0774.89 191.96ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL823.82 1,526.25 702.432025002334QUEEN CITY TREE SERVICE LLPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated252
Union CountyCorrection Listing ReportPage 18 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal857.262,009.681,152.42594204 PP 2024 6/29/2026 174,688 304,635 129,947257.180.00 257.18ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,152.42 2,266.86 1,114.442025002334QUEEN CITY TREE SERVICE LLPublic Notes:429.541,674.601,245.06594204 PP 2023 6/29/2026 192,346 258,706 66,360171.82124.51 296.33ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,369.57 1,970.93 601.362025002334QUEEN CITY TREE SERVICE LLPublic Notes:441.081,734.491,293.41594204 PP 2022 6/29/2026 199,816 267,958 68,142220.55129.34 349.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,422.75 2,084.38 661.632025002334QUEEN CITY TREE SERVICE LLPublic Notes:1,306.061,575.40269.34599763 PP 2025 6/17/2026 30,810 180,211 149,401261.2126.93 288.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL296.27 1,863.54 1,567.272025002279DHRUVIN IV LLCPublic Notes:1,561.241,897.22335.98599763 PP 2024 6/17/2026 30,810 173,977 143,167468.3733.60 501.97ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL369.58 2,399.19 2,029.612025002279DHRUVIN IV LLCPublic Notes:1,872.532,230.65358.12599763 PP 2023 6/17/2026 32,840 204,553 171,713749.0135.81 784.82ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL393.93 3,015.47 2,621.542025002279DHRUVIN IV LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated253
Union CountyCorrection Listing ReportPage 19 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,973.962,354.22380.26599763 PP 2022 6/17/2026 34,870 215,884 181,014986.9838.03 1,025.01ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL418.29 3,379.23 2,960.942025002279DHRUVIN IV LLCPublic Notes:1,875.132,277.52402.39599763 PP 2021 6/17/2026 36,900 208,851 171,9511,125.0840.24 1,165.32ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL442.63 3,442.84 3,000.212025002279DHRUVIN IV LLCPublic Notes:2,107.953,672.201,564.25615643 PP 2025 6/25/2026 325,614 764,405 438,791421.59156.43 578.02ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,720.68 4,250.22 2,529.542025002305LONE WOLF INDUSTRIES LTDPublic Notes:3,130.004,934.741,804.74615643 PP 2024 6/25/2026 281,332 769,250 487,918939.000.00 939.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,804.74 5,873.74 4,069.002025002305LONE WOLF INDUSTRIES LTDPublic Notes:953.972,928.291,974.32615643 PP 2023 6/25/2026 310,526 460,568 150,042381.590.00 381.59ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,974.32 3,309.88 1,335.562025002305LONE WOLF INDUSTRIES LTDPublic Notes:957.141,221.40264.26615643 PP 2022 6/25/2026 41,563 192,104 150,541478.5626.43 504.99ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL290.69 1,726.39 1,435.702025002305LONE WOLF INDUSTRIES LTDPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated254
Union CountyCorrection Listing ReportPage 20 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal375.43720.57345.14615643 PP 2021 6/25/2026 54,336 113,440 59,104225.260.00 225.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL345.14 945.83 600.692025002305LONE WOLF INDUSTRIES LTDPublic Notes:54.55272.74218.19616088 PP 2025 6/29/2026 47,340 59,175 11,83510.9121.82 32.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL240.01 305.47 65.462025002318BEST REMODELING & HOME REPPublic Notes:89.52447.61358.09616088 PP 2024 6/29/2026 57,285 71,606 14,32126.8635.81 62.67ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL393.90 510.28 116.382025002318BEST REMODELING & HOME REPPublic Notes:100.80503.98403.18616088 PP 2023 6/29/2026 64,935 81,169 16,23440.320.00 40.32ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL403.18 544.30 141.122025002318BEST REMODELING & HOME REPPublic Notes:105.55527.73422.18616088 PP 2022 6/29/2026 67,995 84,994 16,99952.7742.22 94.99ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL464.40 622.72 158.322025002318BEST REMODELING & HOME REPPublic Notes:94.77473.85379.08616088 PP 2021 6/29/2026 60,507 75,634 15,12756.8637.91 94.77ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL416.99 568.62 151.632025002318BEST REMODELING & HOME REPPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated255
Union CountyCorrection Listing ReportPage 21 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal12.18363.08350.90620607 PP 2025 6/17/2026 53,951 55,824 1,8732.4435.09 37.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL385.99 400.61 14.622025002282JUDO MANAGEMENT INCPublic Notes:15.48484.87469.39620607 PP 2024 6/17/2026 56,793 58,666 1,8734.6446.94 51.58ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL516.33 536.45 20.122025002282JUDO MANAGEMENT INCPublic Notes:15.37791.71776.34620607 PP 2023 6/17/2026 94,583 96,456 1,8736.150.00 6.15ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL776.34 797.86 21.522025002282JUDO MANAGEMENT INCPublic Notes:14.75863.05848.30620607 PP 2022 6/17/2026 103,350 105,148 1,7987.3884.83 92.21ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL933.13 955.26 22.132025002282JUDO MANAGEMENT INCPublic Notes:912.25912.250.00620607 PP 2021 6/17/2026 0 111,223 111,223547.350.00 547.35ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL0.00 1,459.60 1,459.602025002282JUDO MANAGEMENT INCPublic Notes:901.024,876.523,975.50620641 PP 2025 6/29/2026 821,724 1,007,963 186,239180.20397.55 577.75ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,373.05 5,454.27 1,081.222025002336REDEX LOGISTICS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated256
Union CountyCorrection Listing ReportPage 22 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,750.575,839.573,089.00620641 PP 2024 6/29/2026 473,918 895,915 421,997825.19308.90 1,134.09ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,397.90 6,973.66 3,575.762025002336REDEX LOGISTICS LLCPublic Notes:2,472.684,633.842,161.16620641 PP 2023 6/29/2026 337,575 723,812 386,237989.07216.12 1,205.19ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,377.28 5,839.03 3,461.752025002336REDEX LOGISTICS LLCPublic Notes:1,381.473,715.622,334.15620641 PP 2022 6/29/2026 375,084 597,078 221,994690.74233.42 924.16ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,567.57 4,639.78 2,072.212025002336REDEX LOGISTICS LLCPublic Notes:2,939.712,939.710.00620641 PP 2021 6/29/2026 0 473,003 473,0031,763.830.00 1,763.83ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL0.00 4,703.54 4,703.542025002336REDEX LOGISTICS LLCPublic Notes:21.8083.2261.42650567 PP 2024 6/24/2026 5,069 6,869 1,8002.186.14 8.32ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL67.56 91.54 23.982025002299CREAMA CAFE LLCPublic Notes:51.2751.270.00657839 PP 2024 6/24/2026 0 5,000 5,00015.380.00 15.38ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 66.65 66.652025002300SARINABELLA LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated257
Union CountyCorrection Listing ReportPage 23 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal632.52632.520.00657961 PP 2024 6/25/2026 0 61,691 61,691189.760.00 189.76ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 822.28 822.282025002306MOSS & BLACK SALON LLCPublic Notes:584.78584.780.00657961 PP 2023 6/25/2026 0 57,619 57,619233.910.00 233.91ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 818.69 818.692025002306MOSS & BLACK SALON LLCPublic Notes:607.22607.220.00657961 PP 2022 6/25/2026 0 59,831 59,831303.610.00 303.61ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 910.83 910.832025002306MOSS & BLACK SALON LLCPublic Notes:600.50600.500.00657961 PP 2021 6/25/2026 0 59,262 59,262360.300.00 360.30ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 960.80 960.802025002306MOSS & BLACK SALON LLCPublic Notes:14.0314.030.00658115 PP 2024 6/17/2026 0 1,677 1,6774.210.00 4.21ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 18.24 18.242025002280KIDDIE COVE, LLCPublic Notes:16.5816.580.00658115 PP 2023 6/17/2026 0 2,009 2,0096.630.00 6.63ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 23.21 23.212025002280KIDDIE COVE, LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated258
Union CountyCorrection Listing ReportPage 24 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal17.6917.690.00658115 PP 2022 6/17/2026 0 2,191 2,1918.850.00 8.85ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 26.54 26.542025002280KIDDIE COVE, LLCPublic Notes:19.4119.410.00658115 PP 2021 6/17/2026 0 2,407 2,40711.650.00 11.65ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 31.06 31.062025002280KIDDIE COVE, LLCPublic Notes:434.28434.280.00658173 PP 2024 6/24/2026 0 52,545 52,545130.280.00 130.28ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 564.56 564.562025002302TBH SKINCARE LLCPublic Notes:431.29431.290.00658173 PP 2023 6/24/2026 0 52,545 52,545172.520.00 172.52ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 603.81 603.812025002302TBH SKINCARE LLCPublic Notes:431.29431.290.00658173 PP 2022 6/24/2026 0 52,545 52,545215.650.00 215.65ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 646.94 646.942025002302TBH SKINCARE LLCPublic Notes:430.97430.970.00658173 PP 2021 6/24/2026 0 52,545 52,545258.580.00 258.58ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 689.55 689.552025002302TBH SKINCARE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated259
Union CountyCorrection Listing ReportPage 25 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal10.2610.260.00658659 PP 2024 6/29/2026 0 1,226 1,2263.080.00 3.08ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 13.34 13.342025002321WILLIAMS EMILYPublic Notes:9.989.980.00669522 PP 2025 6/29/2026 0 2,000 2,0002.000.00 2.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 11.98 11.982025002337HAPPY MEDS LIMITED LIABILIPublic Notes:13.2813.280.00669522 PP 2024 6/29/2026 0 2,000 2,0003.980.00 3.98ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 17.26 17.262025002337HAPPY MEDS LIMITED LIABILIPublic Notes:129.38129.380.00669540 PP 2025 6/29/2026 0 20,000 20,00025.880.00 25.88ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 155.26 155.262025002330BAGELGRAM NC LLCPublic Notes:164.84164.840.00669540 PP 2024 6/29/2026 0 20,000 20,00049.450.00 49.45ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 214.29 214.292025002330BAGELGRAM NC LLCPublic Notes:74.8974.890.00669662 PP 2025 6/29/2026 0 11,187 11,18714.980.00 14.98ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 89.87 89.872025002331ACTSOFSOURDOUGH LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated260
Union CountyCorrection Listing ReportPage 26 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal86.1986.190.00669662 PP 2024 6/29/2026 0 10,051 10,05125.860.00 25.86ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 112.05 112.052025002331ACTSOFSOURDOUGH LLCPublic Notes:18.9118.910.00676166 PP 2025 6/26/2026 0 2,825 2,8253.780.00 3.78ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 22.69 22.692025002314WORLD WIDE AUTO LLCPublic Notes:9.429.420.00676777 PP 2025 6/17/2026 0 1,970 1,9701.880.00 1.88ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 11.30 11.302025002278LANEY, RONALD WILSONPublic Notes:12.5812.580.00676777 PP 2024 6/17/2026 0 1,970 1,9703.770.00 3.77ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 16.35 16.352025002278LANEY, RONALD WILSONPublic Notes:15.8915.890.00677543 PP 2025 6/26/2026 0 1,536 1,5360.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 15.89 15.892025002315DUNLAP, JERREL MARIANOPublic Notes:681.57681.570.00677574 PP 2025 6/15/2026 0 146,700 146,70068.160.00 68.16ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 749.73 749.732025002270AMERICAN EAGLE TRANSPORT LPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated261
Union CountyCorrection Listing ReportPage 27 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal111.21111.210.00677600 PP 2025 6/18/2026 0 17,099 17,09922.240.00 22.24ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 133.45 133.452025002285JENKINS, SHAWANA FRANCESPublic Notes:Tax 251,201.14 354,314.62 103,113.48Totals for Type Value Change - Discovery : ValueLL 8,250.06 48,777.09 40,527.0331,353,992 46,030,933 14,676,941Tax TTL 259,451.20 403,091.71 143,640.51 0.00INT 0.00 0.00 0.00Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(46.46)4,589.324,635.7806156004B RE 2025 6/29/2026 997,800 987,800 (10,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.0046.46CHANGE VALUEDUE TO AN APPEALTax TTL4,635.78 4,589.32 (46.46)2025002328TURCOTTE, RIZALYN L& TURCOTTE, DANIEL OPublic Notes:(29,018.83)80,871.00109,889.8306162700 RE 2025 6/19/2026 14,267,700 10,500,000 (3,767,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.0029,018.83CHANGE VALUEDUE TO AN APPEALTax TTL109,889.83 80,871.00 (29,018.83)2025002291WAXHAW LADDER 14 LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated262
Union CountyCorrection Listing ReportPage 28 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(220.22)2,739.282,959.5006198101 RE 2025 6/17/2026 637,000 589,600 (47,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.00220.22CHANGE VALUEDUE TO AN APPEALTax TTL2,959.50 2,739.28 (220.22)2025002284NOSKOV, ALEXANDER& NOSKOV, JULIAPublic Notes:(894.91)7,807.258,702.1606222009B RE 2025 6/19/2026 1,670,600 1,498,800 (171,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.00894.91CHANGE VALUEDUE TO AN APPEALTax TTL8,702.16 7,807.25 (894.91)2025002298SHAW, ANDREW M& SHAW, KATHRYN APublic Notes:(27,100.66)65,216.5592,317.2107069118C RE 2025 6/19/2026 14,120,100 9,975,000 (4,145,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.0020,053.99CHANGE VALUEDUE TO AN APPEALTax TTL92,317.21 65,216.55 (27,100.66)2025002297LOWE'S HOME CENTERS INCPublic Notes:(203.07)3,357.673,560.7407123271 RE 2025 6/17/2026 561,100 529,100 (32,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00148.67CHANGE VALUEDUE TO AN APPEALTax TTL3,560.74 3,357.67 (203.07)2025002283POPA, NICOLAE LPublic Notes:(68.29)44.88113.1707147042 RE 2025 6/29/2026 17,400 6,900 (10,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.0050.44CHANGE VALUEDUE TO AN APPEALTax TTL113.17 44.88 (68.29)2025002329WATSON, HAZEL JEAN& WATSON, CRAWFORD BEATTYPublic Notes:(1,991.43)7,430.709,422.1309185012 RE 2025 6/15/2026 1,077,800 850,000 (227,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.00989.11CHANGE VALUEDUE TO AN APPEALTax TTL9,422.13 7,430.70 (1,991.43)2025002265CAROLINA DEVELOPMENT SERVIPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated263
Union CountyCorrection Listing ReportPage 29 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(19,704.47)122,388.00142,092.4709195022A RE 2025 6/19/2026 16,254,000 14,000,000 (2,254,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.009,786.87CHANGE VALUEDUE TO AN APPEALTax TTL142,092.47 122,388.00 (19,704.47)2025002296WILLOW GLEN ROCKFORD LLC E& WILLOW GLEN WESTGATE LLPublic Notes:(2,036.02)6,644.798,680.8109216076A RE 2025 6/19/2026 993,000 760,100 (232,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.001,011.26CHANGE VALUEDUE TO AN APPEALTax TTL8,680.81 6,644.79 (2,036.02)2025002295LOWE'S, HOME CENTERS INCPublic Notes:(3,787.91)12,422.3816,210.2909216077A RE 2025 6/19/2026 1,854,300 1,421,000 (433,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.001,881.39CHANGE VALUEDUE TO AN APPEALTax TTL16,210.29 12,422.38 (3,787.91)2025002293LOWE'S, HOME CENTERS INCPublic Notes:(4,561.57)14,961.0619,522.6309216078 RE 2025 6/19/2026 2,233,200 1,711,400 (521,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.002,265.65CHANGE VALUEDUE TO AN APPEALTax TTL19,522.63 14,961.06 (4,561.57)2025002292LOWE'S, HOME CENTERS INCPublic Notes:(22,092.78)72,624.1794,716.9509216088 RE 2025 6/19/2026 10,834,700 8,307,500 (2,527,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.0010,973.10CHANGE VALUEDUE TO AN APPEALTax TTL94,716.95 72,624.17 (22,092.78)2025002294LOWE'S HOME CENTERS INC #8Public Notes:(440.60)3,630.554,071.1509256073 RE 2025 6/29/2026 465,700 415,300 (50,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.00218.84CHANGE VALUEDUE TO AN APPEALTax TTL4,071.15 3,630.55 (440.60)2025002326WANG, LILY TRUSTEEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated264
Union CountyCorrection Listing ReportPage 30 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(11,364.60)33,219.6044,584.2009261017 RE 2025 6/15/2026 5,100,000 3,800,000 (1,300,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.005,644.60CHANGE VALUEDUE TO AN APPEALTax TTL44,584.20 33,219.60 (11,364.60)2025002264SHRI KRISHNA INCPublic Notes:(166.33)0.00166.33409323 PP 2025 6/18/2026 25,441 0 (25,441)0.000.00 0.00ValueLLTaxINT0.000.00 0.00126.46TAX CODECHANGETax TTL166.33 0.00 (166.33)2025002287DOGS DAY OUT GROOMING & PEPublic Notes:(300.89)0.00300.89410883 PP 2025 6/12/2026 39,795 0 (39,795)(30.09)30.09 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL330.98 0.00 (330.98)2025002261HUNTINGTON NATIONAL BANK (Public Notes:(2,089.88)0.002,089.88584752 PP 2025 6/8/2026 319,651 0 (319,651)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL2,089.88 0.00 (2,089.88)2025002250CHARANDA OF SUN VALLEY LLCPublic Notes:(180.64)0.00180.64625833 PP 2025 6/16/2026 20,664 0 (20,664)(18.06)18.06 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL198.70 0.00 (198.70)2025002276RILEY, CLARENCE FRANKLINPublic Notes:(4.99)0.004.99644827 PP 2025 6/15/2026 1,000 0 (1,000)(0.50)0.50 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL5.49 0.00 (5.49)2025002266THOMPSON, RONALD JAY JRPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated265
Union CountyCorrection Listing ReportPage 31 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(13.53)0.0013.53645011 PP 2025 6/30/2026 2,708 0 (2,708)(1.35)1.35 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL14.88 0.00 (14.88)2025002340GUSTINA, KIMBERLY MCKAYPublic Notes:(231.99)0.00231.99647954 PP 2025 6/12/2026 35,483 0 (35,483)(23.20)23.20 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL255.19 0.00 (255.19)2025002262DELTA EXPRESS INCPublic Notes:(246.93)0.00246.93657962 PP 2025 6/15/2026 32,060 0 (32,060)(24.69)24.69 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL271.62 0.00 (271.62)2025002263L3K HOLDINGS INCPublic Notes:(681.57)0.00681.57658034 PP 2025 6/15/2026 146,700 0 (146,700)(68.16)68.16 0.00ValueLLTaxINT0.000.00 0.00847.21CLERICAL ERRORTax TTL749.73 0.00 (749.73)2025002269AMERICAN EAGLE TRANSPORT LPublic Notes:(445.52)142.27587.79658424 PP 2025 6/15/2026 120,399 29,142 (91,257)(44.55)58.78 14.23ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL646.57 156.50 (490.07)2025002273TRACHEV, ILYAPublic Notes:(349.75)140.09489.84658431 PP 2025 6/15/2026 100,335 28,696 (71,639)(34.97)48.98 14.01ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL538.82 154.10 (384.72)2025002275TKACHEV, ILYAPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated266
Union CountyCorrection Listing ReportPage 32 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(394.83)193.55588.38658524 PP 2025 6/15/2026 120,520 39,646 (80,874)(39.48)58.84 19.36ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL647.22 212.91 (434.31)2025002274TRACHEV, ILYAPublic Notes:(63.59)110.55174.14658809 PP 2025 6/16/2026 26,015 16,515 (9,500)(6.35)17.41 11.06ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL191.55 121.61 (69.94)2025002277NEST TRUCKING LLCPublic Notes:(143.83)7.37151.20667278 PP 2024 6/15/2026 22,618 1,103 (21,515)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL151.20 7.37 (143.83)2025002272PETTUS, BARBARA FUTCHPublic Notes:(72.79)0.0072.79668390 PP 2024 6/12/2026 6,675 0 (6,675)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL72.79 0.00 (72.79)2025002260KELLEY, TERRY BRAD& KELLEY, TONI REBECCAPublic Notes:(524.37)0.00524.37670284 PP 2025 6/15/2026 59,983 0 (59,983)0.000.00 0.00ValueLLTaxINT0.000.00 0.00260.45TAXPAYER MOVEDTax TTL524.37 0.00 (524.37)2025002268ANCELIN, ANNE ELIZABETHPublic Notes:(85.42)0.0085.42673420 PP 2025 6/15/2026 9,771 0 (9,771)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL85.42 0.00 (85.42)2025002267SWINK, WILLIAM ARMANDOPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated267
Union CountyCorrection Listing ReportPage 33 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(302.00)0.00302.00675470 PP 2025 6/12/2026 62,708 0 (62,708)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL302.00 0.00 (302.00)2025002259THOMAS, TABITHA LYNZEEPublic Notes:(83.54)15.7599.29676458 PP 2025 6/15/2026 11,358 1,802 (9,556)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL99.29 15.75 (83.54)2025002271THOMPSON, TAYLOR NATHANIELPublic Notes:(446.44)0.00446.44676459 PP 2025 6/9/2026 51,068 0 (51,068)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL446.44 0.00 (446.44)2025002253VANG, CEEB TSHEEJ ELDENPublic Notes:(187.34)0.00187.34676876 PP 2025 6/9/2026 28,960 0 (28,960)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL187.34 0.00 (187.34)2025002254GORE, JACKIE HAMILTON& MILLER, MARY BROWNPublic Notes:(717.08)0.00717.08677115 PP 2025 6/18/2026 143,530 0 (143,530)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL717.08 0.00 (717.08)2025002286HENRY, BRYAN DAVIDPublic Notes:(196.40)0.00196.40677180 PP 2025 6/9/2026 25,500 0 (25,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL196.40 0.00 (196.40)2025002255MCCAIN, TIMOTHY LEEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated268
Union CountyCorrection Listing ReportPage 34 of 342026/07/01 11:58:38 AMDate Posted between 6/1/2026 and 6/30/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(155.79)0.00155.79677449 PP 2025 6/29/2026 24,083 0 (24,083)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL155.79 0.00 (155.79)2025002333PENDRI, ANVESH REDDYPublic Notes:(516.02)0.00516.02678404 PP 2025 6/29/2026 77,492 0 (77,492)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL516.02 0.00 (516.02)2025002324SANGHANI, NIRU RAMNIKPublic Notes:Tax 570,690.06 438,556.78 (132,133.28)Totals for Type Value Change - Release : ValueLL 350.06 58.66 (291.40)72,598,917 55,469,404 (17,129,513)Tax TTL 571,040.12 438,615.44 (132,424.68) 84,438.46INT 0.00 0.00 0.00Grand Totals :YearRefund Amount84,438.46Tax 827,375.40 816,356.94 (11,018.46)Value 105,582,497104,874,79940,235.63LL 8,600.12 48,835.75707,698Tax TTL 835,975.52 867,556.13 31,580.6184,438.46INT 0.00 2,363.44 2,363.44JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated269
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-382 Agenda Date:7/20/2026
TITLE:..title
Contract - Union County Food Innovation Center Natural Gas Main Extension Agreement
INFORMATION CONTACT:
Linda Whitaker, Facilities and Fleet Management, Assistant Director Design and Construction, 704-
420-2626
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:
1) April 3, 2023, Regular Meeting, Agenda Item #23-195 - Public Hearing Held
2) April 3, 2023, Regular Meeting, Agenda Item #23-198 - Adopted Budget Amendment BA20 and
CPO#344
3) May 1, 2023, Regular Meeting, Agenda Item #23-261 - Approved Construction Manager at Risk
Construction Delivery Method
4) January 16, 2024, Regular Meeting, Agenda Item #24-045 - Approved Design Contract with CPL,
adopted Budget Amendment BA21 and CPO#344A, and accepted State Grant Funding
5) June 17, 2024, Regular Meeting, Agenda Item #24-416 - Approved Construction Manager at Risk
Preconstruction Services Agreement
6) June 17, 2024, Regular Meeting, Item #24-427 - Approved Resilient Food Systems Infrastructure
Program Grant application
7) June 17, 2024, Regular Meeting, Agenda Item #24-428 - Approved Golden Leaf Foundation Grant
application
8) November 18, 2024, Regular Meeting, Agenda Item #24-769 - Approved NCDA Agriculture
Development and Farmland Preservation Trust Fund Grant application
9) January 21, 2025, Regular Meeting, Agenda Item #25-021 - Approved design contract amendment
with CPL
10) March 17, 2025, Regular Meeting, Agenda Item #25-128 - Approved grant application North
Carolina Tobacco Trust Fund Commission
11) March 17,2025, Regular Meeting, Agenda Item #25-129 - Approved executing documents related
to Golden Leaf Foundation Grant award, adopted CPOs 288F, 344B, and 369A, Budget Amendment
BA27
12) February 17, 2026, Regular Meeting, Agenda Item #26-105 - Authorized intergovernmental
agreement with Wingate related to administering Food Innovation Center and Approved Guaranteed
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-382 Agenda Date:7/20/2026
Maximum Price contract amendment.
13) March 13, 2026, Regular Meeting, Agenda Item #26-163 - Authorized the County Manager to
submit a grant application with the North Carolina Manufacturing and Processing Initiative for an
automated bottling system for the Food Innovation Center.
BACKGROUND:
The Union County Food Innovation Center is, as a concept, a Food Systems Strategic Initiative. In an
effort to support Union County agricultural producers with a focus on creating a sustainable and all
encompassing "Food System," the project is intended to accomplish the following:
Generate markets for crops and protein-based products harvested within Union County
Provide career opportunities in an area of the County that has fewer local prospects
Enable educational partnerships and internships with Wingate University, South Piedmont
Community College and John & Wales University
Promote healthier eating by the residents of Union County
Support organizations, such as Meals on Wheels, The Food Hub, and others that assist the County's
at-risk population
The Food Innovation Center’s primary asset is the Kitchen which will be a multi-purpose facility to
serve a dual mission. First, to support the farm community with raw product storage, packaging
and/or preparation for wholesale. Secondly, to enable the public and small businesses who need
value-added processing, cooking and final packaging which directly serves the consumer market.
The proposed facility would house kitchen spaces, as well as freezer, refrigeration, and dry storage
space to support raw food preparation and general food processing.
The Food Innovation Center does not currently have access to natural gas service. To provide natural
gas service to the facility, the City of Monroe must extend an existing natural gas main to the project
site. Monroe has provided a cost estimate of $164,741.69 for the natural gas main extension.
FINANCIAL IMPACT:
Funding is available within the adopted Capital Account 40080187 to support the contract amount of
$164,741.69.
Union County, NC Printed on 7/7/2026Page 2 of 2
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1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
1. AGREEMENT. This agreement (“Agreement”) is entered into on
___________________________, by and between UNION COUNTY, a political subdivision of
the State of North Carolina (“Union”), and the CITY OF MONROE, a municipal corporation
organized under the laws of the State of North Carolina (“Monroe”), with an address of 300 West
Crowell Street, Monroe, NC 28112.
2. SCOPE OF THE WORK. Monroe shall furnish all labor, equipment, tools,
materials, supplies, transportation, tests and supervision required to complete in a workmanlike
manner the gas main extension to Union County’s Food Innovation Center as described in the
letter dated July 2, 2026 and proposed utility corridor, which is attached hereto and incorporated
herein by reference as Exhibit A (“Work”).
3. PERIOD OF PERFORMANCE. This Agreement shall commence as of the date
first written above and shall continue until the completion of the Work. Monroe shall make every
reasonable effort to promptly commence Work and achieve final completion of the Work by
February 26, 2027. Work to commence upon Monroe’s receipt of payment from Union.
4. PAYMENT FOR WORK. Monroe estimates that the cost of the gas main
extension contemplated by this Agreement will be $164,741.69 (the "Estimated Cost"). Union shall
pay the Estimated Cost to Monroe upon execution of this Agreement. In the event the actual cost
of the Work is expected to exceed the Estimated Cost, Monroe shall promptly notify Union in
writing. Union shall have no obligation to pay any amount in excess of the Estimated Cost unless
the Parties execute a written amendment to this Agreement authorizing the additional expenditure.
All payments shall be conditioned upon appropriation by the Union County Board of
Commissioners of sufficient funds for each request for services.
5. LICENSING REQUIREMENTS. Monroe represents and warrants that it is and
shall remain properly licensed at all times in the performance of Work.
6. PERMITS AND LICENSES. Unless otherwise agreed in writing in advance by
Union, Monroe shall obtain and pay for all licenses and permits that are required for it to perform
Work.
7. COMPLIANCE WITH LAWS. In performing the services pursuant to this
Agreement, Monroe shall comply with all laws, rules, regulations, ordinances, codes, standards,
and orders of any and all governmental bodies, agencies, authorities, and courts having jurisdiction.
8. LIABILITY. Nothing contained in this Agreement shall be deemed to waive any
defense or immunity available to either Party under North Carolina law, including governmental
immunity. Each party shall be responsible for its own acts and omissions. No workers’
compensation insurance shall be obtained by Union concerning Monroe or the employees of
Monroe. Monroe shall comply with the workers’ compensation law concerning Monroe and the
employees of Monroe.
272
2
9. WARRANTY OF WORK. Monroe warrants that all Work shall be new, unless
otherwise agreed in this Agreement, and of good quality and performed in a good and workmanlike
manner. Monroe shall, at its own expense, at the request of Union, promptly replace or repair any
defective or deficient Work for a period of one year after completion of Work. The express
warranty contained in this section shall not diminish any of Union's rights against Monroe with
respect to the time within which proceedings may be commenced to establish Monroe's liability
with respect to Monroe's obligations other than specifically to correct Work.
10. SAFETY. Monroe shall establish and enforce safe working procedures at all times
during its performance of Work in accordance with all federal, state and local laws, ordinances,
rules and regulations pertaining to safety.
11. AGE LIMITS. No employee of Monroe under the age of 18 shall be permitted on
property owned or leased by Union except that interns or others under the age of 18 may be on the
work site when properly supervised and covered by insurance.
12. CLEANUP. Monroe shall keep the Project site reasonably free from
accumulations of waste materials and debris resulting from the Work and shall, upon completion
of the Work, remove any excess materials, equipment, and debris. Monroe shall restore any Union
property disturbed by the work to a condition reasonably comparable to that existing prior to
commencement of the Work, ordinary wear and tear excepted.
13. DEFAULT/TERMINATION. If either Party materially breaches this Agreement,
the non-breaching Party shall provide written notice describing the breach. The breaching Party shall
have thirty (30) days after receipt of such notice to cure the breach. If the breach is not timely cured,
the non-breaching Party may terminate this Agreement and pursue any remedies available under
North Carolina law or equity. In the event of termination, the Parties shall cooperate in good faith to
determine the amount of Union's payment, if any, to be returned to Union, considering costs
reasonably incurred by Monroe in connection with the Project.
14. ASSIGNMENT. Neither this Agreement, nor any payments to be earned pursuant
to this Agreement, may be assigned by Monroe without the prior written consent of Union.
Notwithstanding, Monroe is authorized to assign or subcontract any of its rights or duties hereunder
as long as Monroe ensures that the assignee or subcontractor satisfies all requirements of this
Agreement, including, but not limited to, maintenance of insurance coverage consistent with the
Work being performed.
15. NO WAIVER. Union's not insisting upon strict compliance with any of the
provisions of this Agreement, or not exercising any of its options provided herein, shall not be
construed as a waiver of its right thereafter to require such compliance or to exercise any such
options.
16. E-VERIFY. E-Verify is the federal program operated by the United States
Department of Homeland Security and other federal agencies, or any successor or equivalent
program, used to verify the work authorization of newly hired employees pursuant to federal law.
Monroe shall ensure that Monroe and any subcontractor performing work under this Agreement:
(i) uses E-Verify if required to do so by North Carolina law; and (ii) otherwise complies with the
requirements of Article 2 of Chapter 64 of the North Carolina General Statutes.
273
3
17. ENTIRE AGREEMENT. This Agreement represents the entire agreement of the
parties, and may not be modified except in writing signed by both parties.
18. GOVERNING LAW. This Agreement shall be construed and enforced in
accordance with the laws of the State of North Carolina. The parties to this agreement confer
exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of Union
County, North Carolina.
19. AUTHORITY. Each signatory below warrants that it has the corporate or other
organizational power and authority to execute, deliver and perform this Agreement. Each
signatory further warrants that the execution, delivery and performance by it of the Agreement has
been duly authorized and approved by all requisite action of the party’s management and
appropriate governing body.
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals and caused this Agreement to be duly
executed, this the day and year first above written.
UNION COUNTY CITY OF MONROE
By: (SEAL) By: (SEAL)
Brian W. Matthews, County Manager Mark Watson, City Manager
This instrument has been preaudited in the manner
required by The Local Government Budget and
Fiscal Control Act.
Approved as to Legal Form _____
Deputy Finance Officer
274
July 2nd, 2026
Subject: Union County Food Innovation Center Gas Main Extension Quote
Mr. Bruno:
This letter serves as the cost estimate and invoice for extending the natural gas main
down Austin Chaney Road to serve the Union County Food Innovation Center.
Please mail or deliver a check for the estimated amount of $164,741.69 and a copy of
this letter to the City of Monroe Payment Center located at 201 E. Windsor St, Monroe,
NC 28112.
Make the check payable to the City of Monroe and designate the amount to be
deposited to account number 5601000-381901.
This estimate must be paid before the work can begin. This estimate is valid for 60 days.
After which, this work will need a new estimate completed, due to possible increases in
crew rates and/or material costs.
If you have any questions or concerns, please contact me.
Kind regards,
Caleb Padgett
City of Monroe Energy Services Department
Natural Gas Engineering & Compliance
(C): (980) – 347 – 7405
(O): (704) – 282 – 4794
2201 Walkup Ave
Monroe, NC 28110
Exhibit A
275
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Exhibit A
276
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-384 Agenda Date:7/20/2026
TITLE:..title
FY 2027 Capital Project Ordinances
INFORMATION CONTACT:
Jason May, Director of Budget & Grants Management, 704-283-3760
ACTION REQUESTED:
Approval
PRIOR BOARD ACTIONS:
Adoption of the FY 2027 Budget
BACKGROUND:
The FY 2027 Capital Project Ordinances (CPOs) presented for the Board's consideration provide the
legal spending authority for capital projects included in the Fiscal Year 2027 Capital Improvement
Program (CIP), which was adopted as part of the FY 2027 Annual Budget Ordinance on June 16,
2025.
The FY 2027 CIP reflects the County's ongoing commitment to maintaining and enhancing public
infrastructure, preserving the condition of County-owned facilities, ensuring the reliability and security
of technology systems, sustaining public safety operations, and supporting the long-term service
capacity of County partner agencies. Projects are organized across multiple program areas and
range from recurring renewal and replacement investments to targeted major capital initiatives that
advance County priorities.
These appropriations are funded entirely through existing resources, with no new debt issuance
required for FY 2027. Funding sources include unassigned General Fund balance, unassigned Debt
Fund balance, unallocated CIP Fund reserves, Union EMS Fund balance, and ongoing pay-go
capital contributions from both the General Fund and the Education Fund in support of South
Piedmont Community College.
Each CPO establishes the project title, total appropriation, and authorized revenue source for a
single capital project or program. The individual ordinances are attached to this agenda item for the
Board's review. Together, they constitute the full scope of capital spending authority being requested
for Fiscal Year 2027.
FINANCIAL IMPACT:
Staff recommends that the Board of County Commissioners approve the FY 2027 Capital Project
Ordinances as presented.
Union County, NC Printed on 7/7/2026Page 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 #:26-385 Agenda Date:7/20/2026
TITLE:..title
Contract - NC Administrative Office of the Courts
INFORMATION CONTACT:
Jason May, Director of Budget & Grants Management, 704-283-3760
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:
Passage of the FY 2027 Annual Operating Budget
BACKGROUND:
Union County has maintained an ongoing partnership with the District Attorney's Office for the 30th
Prosecutorial District to support the expeditious disposition of criminal cases involving threats to
public safety, consistent with the authority provided under G.S. 7A-64 and G.S. 153A-212.1. This
agreement reflects the County's continued commitment to public safety and the effective
administration of justice within Union County.
The North Carolina Administrative Office of the Courts (NCAOC) has authorized the District Attorney
to hire two Assistant District Attorneys (ADAs) under this arrangement to address the volume of
cases involving pretrial jail population that have accumulated on the dockets of the 30th Prosecutorial
District. The NCAOC Director has determined that an overwhelming public interest warrants the use
of additional prosecutorial resources for the speedy disposition of cases involving a threat to public
safety.
Under the proposed agreement, Union County will fund the full personnel and operating costs for
both positions, with the NCAOC administering payroll and human resources services on behalf of the
District Attorney. The positions will be employees of the District Attorney's Office and will work under
the District Attorney's supervision. The agreement term runs from July 1, 2026 through June 30,
2027.
FINANCIAL IMPACT:
No additional financial impact to the FY 2027 budget beyond the adopted budget parameters.
Union County, NC Printed on 7/7/2026Page 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 #:26-389 Agenda Date:7/20/2026
TITLE:..title
FY 2027 Budget - Technical Adjustment to Add and Increase Commercial Site Plan Review Fee
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Board of County Commissioners approve the reinstatement and amendment of the commercial site
plan review fees as presented, effective upon adoption of the amended fee schedule.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Commercial site plan review is a required element of the County's development review process for
non-residential projects. These fees are assessed to recover a portion of the staff time and resources
expended in reviewing commercial site plans submitted to the County for approval. The fee structure
distinguishes between smaller commercial sites (less than one acre) and larger sites (one or more
acres), with the larger category incorporating a per-acre component to reflect the increased
complexity and review time associated with larger projects.
Prior to the omission, the fee schedule established the following rates for commercial site plan
review:
Category Previous Fee
Less than 1 Acre $300.00 per review
1+ Acres $300.00 plus $50.00 per acre (or portion thereof)
Proposed Action
Staff recommends the Board of County Commissioners approve an amendment to the non-
residential review fee schedule to reinstate the commercial site plan review fee category and adopt
the following updated fee structure, effective upon adoption:
Category Proposed Fee
Less than 1 Acre $400.00 per review
1+ Acres $400.00 plus $50.00 per acre (or portion thereof)
The proposed base fee increase from $300 to $400 represents a 33% adjustment to the flat-rate
component of the fee. The per-acre charge of $50.00 per acre (or portion thereof) for sites of one
acre or more is unchanged. This adjustment more accurately reflects the current cost of the review
services provided and brings the commercial site plan fees into better alignment with peer
jurisdictions and the County's broader cost-recovery objectives.
FINANCIAL IMPACT:
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-389 Agenda Date:7/20/2026
Revenue generated from commercial site plan review fees is recorded in the General Fund. The
fiscal impact will vary based on development activity; however, reinstatement and adjustment of this
fee is expected to modestly improve cost recovery for Planning and Development Services
operations. No additional appropriation is required.
Union County, NC Printed on 7/7/2026Page 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 #:26-397 Agenda Date:7/20/2026
TITLE:..title
Update to the Union County Citizen Participation Plan
INFORMATION CONTACT:
Monica Culbreath, County Manager’s Office, Grant Specialist, 704-283-3580
ACTION REQUESTED:
1) Adopt the updated Union County Citizen Participation Plan and 2) authorize the County Manager
to execute any documents necessary to implement the updated Citizen Participation Plan.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The U.S. Department of Housing and Urban Development (HUD) requires entitlement communities
receiving Community Development Block Grant (CDBG) funds to maintain a Citizen Participation
Plan in accordance with 24 CFR 91.105. The Citizen Participation Plan establishes the County’s
policies and procedures for encouraging citizen participation in the development, review, and
amendment of the Consolidated Plan, Annual Action Plans, applications for Section 108 Loan
Guarantees, and Consolidated Annual Performance and Evaluation Reports (CAPER).
Union County has prepared updates to the Citizen Participation Plan to ensure continued compliance
with HUD regulations, including amendments effective July 16, 2021.
Notice of the updated Citizen Participation Plan was published on June 27, 2026. The required fifteen
(15) day public comment period began June 29, 2026, and concludes on July 13, 2026. Copies of the
updated Citizen Participation Plan were made available for public review at the Union County
Government Center and on the County’s website during the public comment period.
All comments received during the public review period will be considered prior to formal adoption of
the updated Citizen Participation Plan by the Union County Board of Commissioners.
FINANCIAL IMPACT:
There is no direct financial impact associated with adoption of the updated Citizen Participation Plan.
Union County, NC Printed on 7/7/2026Page 1 of 1
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2026-2030
Union County Citizen
Participation Plan
282
Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 1 of 13
Table of Contents
SECTION I – INTRODUCTION ................................................................................................... 2
SECTION II – PURPOSE ........................................................................................................... 2
SECTION III – ENCOURAGEMENT OF CITIZEN PARTICIPATION ................................................... 3
SECTION IV – DEVELOPMENT OF FIVE-YEAR CONSOLIDATED PLAN & ANNUAL ACTION PLAN ... 3
SECTION V – FIVE-YEAR CONSOLIDATED PLAN AMENDMENTS ................................................ 5
SECTION VI – PERFORMANCE REPORTS .................................................................................. 7
SECTION VII – PUBLIC HEARINGS / MEETINGS......................................................................... 7
SECTION VIII – PUBLIC NOTICE................................................................................................ 8
SECTION IX – AVAIL ABILTY TO THE PUBLIC .............................................................................. 8
SECTION X – ACCESS TO RECORDS .......................................................................................... 9
SECTION XI – TECHNICAL ASSISTANCE ................................................................................... 11
SECTION XII – COMPLAINTS ................................................................................................. 11
SECTION XIII – AMENDMENTS TO THE PLAN ......................................................................... 12
SECTION XIV – EMERGENCY DECLARATIONS ......................................................................... 13
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 2 of 13
SECTION I – INTRODUCTION:
Union County is a federal entitlement jurisdiction through the U.S. Department of Housing and
Urban Development’s (HUD) Community Development Block Grant Program (CDBG). Union
County does not currently participate in the HOME Investment Partnership Program (HOME),
Emergency Solutions Grants (ESG), and Housing Opportunities for Persons with AIDS (HOPWA),
but reserves the right to pursue funding from these or any other potential HUD funding program.
Should the County become a participant in any such program, the policies and references in this
document related to the CDBG program will also be assumed to apply to those programs .
The County’s office of Budget and Grants Management administers the County’s Federal Grants
including the C DBG program. In accordance with CDBG regulations at 24 CFR § 91.105 for citizen
participation , federal entitlement jurisdictions must adopt a Citizen Participation Plan and update
the plan on an as needed basis.
The Union County Board of Commissioners adopted its initial Citizen Participation Plan in May
1995. It was last modified in April 2020 in response to the Coronavirus Aid, Relief, and Economic
Security (CARES) Act authorizing Emergency Declaration for Citizen Participation to expedite the
Amendment Process.
SECTION II – PURPOSE:
The purpose of the Citizen Participation Plan is to provide Union County a guide for citizen
involvement in the Federal Entitlement Programs funded through the U.S. Department of Housing
and Urban Development (HUD).
The Citizen Participation Plan is designed to serve the following specific purposes:
• To encourage the participation of all residents, community-based and faith -based
organizations, social service agencies, housing providers, economic and community
development groups, public and private non-profits, businesses, educational and financial
institutions, broadband internet service providers, organizations working to narrow the
digital divide, emergency management agencies, and land and water management
agencies, etc. in the planning and implementation process of the five-year consolidated
plan a nd subsequent annual action plans .
• To present a logical and clear approach to the various components and requirements of
the federal entitlement programs.
• To identify the responsible departments or agencies in Union County responsible for
administer ing the Entitlement Programs .
• To clarify and identify opportunities for individual residents, community organizations,
and neighborhood groups to work with County officials and staff in developing the five-
year consolidated plan, its annual action plan and performance reports indicating the
accomplishments of the programs.
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 3 of 13
• To provide information and the means for citizens, organizations, and other stakeholders
to understand and access the federal programs and required regulations .
• To act as guidance for citizen participation, to be used by all agencies, officials, and staff
who are responsible for various components of the County ’s Five-Year Consolidated Plan
and Annual Action Plan.
SECTION III – ENCOURAGEMENT OF CITIZEN PARTICIPATION:
Union County has prepared and adopted its Citizen Participation Plan to establish policies and
procedures for citizen participation. The Citizen Participation Plan provides for and encourages
citizens to participate in the development of a five-year consolidated plan, any substantial
amendments to the five-year consolidated plan, annual action plans, and the annual performance
and evaluation report. The plan is specifically designed to encourage participation by low-and-
moderate income persons, particularly those residents in neighborhoods that are predominantly
low-and-moderate income as defined by the County. Union County will take appropriate actions
to encourage participation of all citizens, including minorities, the elderly and disabled, and non-
English-speaking persons.
Union County also encourages the participation of local and regional institutions, the Continuum
of Care, and local private and non-profit organizations, including businesses, philanthropic
organizations, housing providers, social service agencies, educational and fina ncial institutions,
as well as community-based and faith-based organizations.
The County will encourage participation of residents of publicly assisted housing in the process of
developing , implementing, and amending (if necessary) the five-year consolidated plan or annual
action plan. The County will work with the local Public Housing Authority (PHA) to reach resident
advisory boards, resident councils, and resident management corporations. Other low-income
residents of targeted revitalization areas in which public and/or assisted housing is located, will
also be encouraged to participate in the five-year consolidated planning process. The County will
provide information about the activities included in the five-year plan for the PHA to present at
its public hearing for the PHA Plan.
SECTION IV – DEVELOPMENT OF THE FIVE-YEAR CONSOLIDATED PLAN AND
ANNUAL ACTION PLAN:
The HUD application for the Community Development Block Grant (CDBG), HOME Investment
Partnership Program (HOME), Emergency Solutions Grants (ESG), and Housing Opportunities for
Persons with AIDS (HOPWA) is a single document known as the Consolidated Plan. Th e plan is for
a five (5) year period. Each year the County prepares an Annual Action Plan for how it proposes
to apply its annual allocation in conformance with the goals and objectives of the Five-Year
Consolidated Plan. HUD has consolidated the reporting requirements for these programs into one
285
Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 4 of 13
annual performance report known as the Consolidated Annual Performance and Evaluation
Report (CAPER).
The County ’s Citizen Participation Plan includes the following requirements for the development
of the Five-Year Consolidated Plan as required by federal regulations:
• Application Development – Prior to the submission of the Five-Year Consolidated Plan,
Annual Action Plan, a Section 108 Loan Guarantee Application, and other applications for
CDBG, or other federal funds, and amendments to previously approved plans and
applications , the County will notify residents, neighborhood organizations, and other
interested parties about the application requirements; eligibility of project activities;
timetable for submission; funding amounts; range of activities that may be undertaken;
estimated benefit to persons of low-and-moderate income; and other information
necessary to involve residents in the development of plans and applications.
• Program Progress – Prior to the development of annual application for CDBG funds, the
County will report to the public on the progress made on its expenditure of funds at public
meetings, public hearings, and through the local news media.
• Program Implementation – Resident involvement may take the form of advisory
committees, direct involvement, self-help efforts, or other types of citizen participation
during the program implementation process. The roles that residents and other
stakeholders in the County play in the implementation of CDBG programs include
attendance at meetings, calling -in, writing -in, etc.
• Monitoring Evaluation – O pportunities for residents to monitor and evaluate the County ’s
CDBG program progress as well as review and comment on the CAPER. The following
methods are available: direct contact with staff, direct contact between staff and groups,
and direct contact between residents and elected/appointed officials.
• Submission of Views and Proposals – The submission of views and proposals, especially
from low-and-moderate income persons, minority groups, and other persons or organized
groups , can be made on a continuous basis and are encouraged to the greatest extent
possible. Submission can be in the form of personal contact, mail, email, and telephone
contact; petitions; attendance at public hearings/meetings; through questions and
surveys; and other available means. Responses to all submissions shall be in a timely
manner and shall not exceed a period of fifteen (15) days after the voicing of the
comment, or the date of receipt of a written comment or inquiry.
Individuals submitting comments by mail should use the following mailing address:
Ms. Monica Culbreath
Grants Specialist, Budget and Grants Management
Union County
500 North Main Street
Monroe, NC 28112
286
Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 5 of 13
Comments by telephone or electronically should use the following:
Phone – (704) 283-3580
Email – Monica.Culbreath@unioncountync.gov
SECTION V – FIVE-YEAR CONSOLIDATED PLAN AND ANNUAL ACTION
PLAN AMENDMENTS:
During the course of implementing the Five-Year Consolidated Plan and/or Annual Action Plan,
the County may decide to make changes to its approved budget and/or activities. When a
substantial change or substantial amendment to the Five-Year Consolidated Plan and/or Annual
Action Plan is proposed, the following procedures will be followed.
Definition – Substantial Amendment
•A change to the original purpose for which the activity was selected, including the
category of the National Objective selected, the allocation of priorities, or a change in the
method of distribution of funds;
•A proposal to undertake a new activity not previously described or approved in the Annual
Action Plan;
•A change in the purpose, scope, location, or beneficiaries of a previously approved
activity;
•The use of program income that was not previously allocated to an eligible activity;
•The deletion or cancellation of a previously approved project;
•An increase or decrease in the size, scope of work or cost of a project activity by 50% or
more of the line-item amount of an approved activity or program;
•A change to the location of the project activity or program from the original proposal, or
an increase or decrease to the size of the project service area by 25% or more in size, or a
necessary relocation of the activity to another area or site; and/or
•The use of contingency or unprogrammed funds in a given year.
Any proposed change meeting the definition of a substantial amendment shall require
amendment of the Consolidated Plan and/or Annual Action Plan, public review and comment,
and submission to HUD for review and approval.
Definition – Minor Amendments / Administrative Revisions
The County may make minor amendments or administrative revisions to its approved Five-Year
Consolidated Plan and Annual Action Plan when the changes do not substantially alter the
purpose, scope, location, beneficiaries, or national objective of the activity. Minor amendments
287
Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 6 of 13
and administrative revisions are considered administrative in nature and do not constitute
substantial amendments.
• Minor amendments or administrative revisions may include line-item budget
adjustments, correction of administrative errors, minor schedule changes, funding
reallocations between eligible cost categories within an approved activity, and other non-
substantial changes necessary for efficient program administration.
• Budget revisions resulting in a cumulative increase or decrease of less than fifty percent
(50%) of the approved line-item amount shall be considered a minor amendment or
administrative revision and shall not constitute a substantial amendment.
• Minor amendments or administrative revisions shall not require a public hearing, public
comment period, or substantial amendment process, provided the change does not meet
the definition of a substantial amendment as outlined in this Plan.
• Such revisions may be approved administratively by the Office of Budget and Grants
Management and documented internally in the program file.
• Minor amendments and administrative revisions shall remain consistent with all
applicable HUD regulations and federal eligibility requirements.
• Revisions will be reported to HUD as required.
• Examples of revisions or minor amendments may include adjustments to engineering,
architectural, environmental review, activity delivery, construction, program delivery, or
other eligible line-item costs within an already approved project or activity.
Procedure
A description of the substantial amendment to the Five-Year Consolidated Plan or the Annual
Action Plan will be published in a local newspaper of general circulation and posted on the
County’s website. The notice shall indicate the substantial amendment will be on public display
for a period of thirty (30) days and a public hearing on the substantial amendment will be held
prior to the Union County Board of Commissioners’ approval.
SECTION VI – PERFORMANCE REPORTS:
All federal entitlement jurisdictions are required to submit an annual performance report to HUD.
HUD requires that a Comprehensive Annual Performance and Evaluation Report (CAPER) be
submitted to HUD within ninety (90) days after the end of the Grantee’s Fiscal Year. The County
Office of Budget and Grants Management will publish in a local newspaper of general circulation
and post on the County’s website a notice informing the public that the County has prepared the
CAPER, and it is available for review and comment for a period of at least fifteen (15) days. The
288
Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 7 of 13
fifteen (15) day period commences the day after publication of the notice, and the public has
fifteen (15) days to make comments prior to the submission of the CAPER.
A summary of the comments or views shall be included in the CAPER. The County Office of Budget
and Grants Management will submit the CAPER to the HUD-Greensboro Field Office.
SECTION VII – PUBLIC HEARINGS / MEETINGS:
All public hearings and meetings will be held in a timely manner and shall be accessible to all
segments of the County ’s population, including accommodation for persons with disabilities. The
Public Hearings and meetings shall be held at a time and place convenient and accessible to all
persons who wish to participate.
Public hearings shall be held at least two (2) times per year at different stages of the program year
for the purpose of obtaining residents’ views on the development of needs, the review of
proposed activities, and review of program performance. The first public hearing is held during
the planning process in the development of the Five-Year Consolidated Plan, Annual Action Plan,
all Section 108 Loan Guarantee Applications, and other program applications. The second public
hearing is held to obtain public comment prior to submission of an application for the above
mentioned programs.
The Public Hearing notices shall be published at least ten (10) calendar days prior to the hearing
date and shall be advertised in a local newspaper of general circulation.
The first public hearing will serve the purpose of providing a summary of program requirements,
answering questions regarding the Annual Action Plan process, provide a tentative schedule for
development and submission of the application.
The initial hearing is meant to obtain the views of citizens and organizations regarding overall
community development and housing needs, development of proposed activities, including the
estimated amount that will benefit persons of low- and moderate-income, and to review program
performance.
The intent of th e meeting(s) will be to provide a mechanism for citizens participation at the
County-wide, municipal and neighborhood level. Comments or recommendations on projects in
specific localities will be encouraged.
The hearing will be conducted by the Office of Budget and Grants Management, which is
responsible for preparation of the application, in the Board Room of the Union County
Government Center, or a similar accessible and suitable location if the Board Room is unavailable.
The Board Room of the Union County Government Center, 500 North Main Street, Monroe N.C.
28112, is accessible to persons with physical disabilities. If special arrangements need to be made
to accommodate residents in order for them to participate in the public hearing, please contact
Ms. Monica Culbreath, Grants Specialist, Office of Budget and Grants Managemen t at (704) 283-
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 8 of 13
3580 or Monica.Culbreath@unioncountync.gov. Persons who have a hearing impediment may
contact 7-1-1 for the TTY/TTD relay. Generally, requests for assistance should be made at least
two (2) working days prior to the hearing day.
Notice of the hearing will appear in the legal section of a newspaper of general circulation within
the County. The notice shall be published at least ten (10) days prior to the public hearing.
In the event that non -English speaking residents will be expected to attend public hearings,
translation assistance will be provided so they may participate effectively in the hearing. If the
Office of Budget and Grants Management is notified within three (3) days prior to the public
hearing, it will make arrangements to accommodate non-English speaking residents, including
having a translator present at the public hearing or meeting. Also, a summary of the minutes of
the public hearing will be translated in another language for the benefit of non-English speaking
residents. Alternate language translations of public notices, surveys, etc. will be provided for
residents who do not speak or read English.
SECTION VIII – PUBLIC NOTICE:
A legal notice will be published in a local newspaper of general circulation notifying the public
that the proposed Five-Year Consolidated Plan and/or Annual Action Plan will be on public display
for a period of not less than thirty (30) days, in order to receive citizen comments prior to approval
by the governing body.
Copies of the proposed plans will be available at the following locations:
o Union County Office of Budget and Grants Management
500 North Main Street
Monroe, NC 28112
SECTION IX – AVAILABILITY TO THE PUBLIC:
A second public hearing will be undertaken when the draft application for funding has been
prepared.
Upon completion of the proposed Five-Year Consolidated Plan and/or Annual Action Plan, Union
County shall publish a draft of the proposed Plan with sufficient time to permit citizens to
comment on the Plan prior to its approval and adoption by the County. The notice will appear in
the legal section of a local newspaper of general circulation at least thirty (30) calendar days prior
to the adoption of the Plan and will include the locations where the Plan will be made available
for public review.
The second public hearing will be conducted during the thirty (30) day review period of the
proposed Five-Year Consolidated Plan and/or Annual Action Plan. The notice of this second public
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 9 of 13
hearing will provide locations where the Draft Plan is available for review. The notice will be
published at least ten (10) days prior to the date of the hearing.
The hearing will be conducted by the Office of Budget and Grants Management. Public Hearings
will be held at times and locations that are convenient to potential and actual beneficiaries of the
proposed programs or activities. Public Hearings will be held in the Board Room of the Union
County Government Center, 500 North Main Street, Monroe N.C. 28112, or at a similar accessible
and suitable location if the Board Room is unavailable. The Draft Five-Year Consolidated Plan or
Annual Action Plan will also be posted on the County ’s website:
https://www.unioncountync.gov/.
When planning begins for the upcoming year, organizations within the County will have the
opportunity to submit comments, proposals, or recommendations on the Community
Development Block Group Program and other Federal Programs. Any residents or property
owners in the County or any organization representing County residents or property owners may
participate.
Such a comment, proposal or recommendation may be directed to the attention of Ms. Monica
Culbreath, Grants Specialist, Union County, Office of Budget and Grants Management, 500 North
Main Street , Monroe , NC, 28112 or by email at Monica.Culbreath@unioncountync.gov, or by
calling (704) 283-3580. All submitted written statements will receive a written response no later
than fifteen (15) working days from the date of receipt, setting forth the action taken or to be
taken with respect to the comment, proposal, or recommendation. However, written statements
that are intended to suggest modifications to the application can only be considered if they are
received before the end of the thirty (30) day review period on the draft Annual Action Plan or
Five-Year Consolidated Plan.
SECTION X – ACCESS TO RECORDS:
The County shall provide full public access to the CDBG program information (excepting
confidential personal information) and shall conduct affirmative efforts to provide adequate
information to residents, especially those who are low -and moderate-income, and those who are
residing in predominantly low-and moderate -income neighborhoods or slum and blighted
neighborhoods. Information shall be provided about the Community Development Block Grant
Program, Section 108 Loan Guarantee Program, and all other programs, as applicable, including
at a minimum the following:
• At the time when the County begins its Community Development Block Grant Program,
Section 108 Loan planning process, and any other programs, as applicable, include:
o Total amount of funds available, including program income;
o The range of activities eligible or ineligible, including the estimated amount which
will benefit low-and moderate-income persons;
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 10 of 13
o Plans to minimize displacement and assist any person(s) displaced, specifying the
type and level of assistance the County will make available to persons displaced,
even though the County anticipates no displacement. The Five-Year Consolidated
Plan must state when and how the County will make this information available;
o The process that will be followed in developing and approving projects or
programs;
o The standards of participation and goals for the Citizen Participation Program; and
o Summary of important program requirements.
• Upon request, copies of all materials relating to the Community Development Block Grant
Program and all other programs, as applicable, will be made available to any person
and/or group for the cost of copying only, particularly documentation concerning the
following:
o All mailing, promotional materials, and news releases;
o Key documents, including all prior applications, letters of approval, performance
and program evaluation reports, and any other applications proposed or
approved, or reports required by HUD;
o Copies of CDBG Program regulations;
o Information on contracting and purchasing procedures, environmental policies,
fair housing, equal opportunity, relocation provisions, the 24 CFR Part 58
environmental review process, affirmative action and any other requirements or
regulations relating to the CDBG programs; and
o Costs of copying will be established by local and state laws.
• The submission of views and proposals from low -and moderate-income persons, minority
groups, and any other persons or organized groups can be on a continuous basis and shall
be encouraged to the greatest extent possible. Submissions can be in the form of:
o Personal contact;
o Mail, email, and telephone contact;
o Petitions;
o Attendance at public meetings/hearings;
o Through questionnaires and surveys; and
o Other available means.
• The submission of views and proposals shall be an on-going process and at a minimum
during the following stages:
o The planning process;
o The annual HUD application process; and
o The implementation process.
Responses to all submissions shall be in a timely fashion and shall not exceed a period of fifteen
(15) days after voicing of a comment, or the date of receipt of a written comment or inquiry.
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 11 of 13
Individuals submitting comments by mail should use the following mailing address:
Union County Office of Budget and Grants Management
500 North Main Street
Monroe, NC 28112
SECTION XI – TECHNICAL ASSISTANCE:
The Union County Office of Budget and Grants Management shall provide technical assistance to
groups/organizations that are representative of persons of low-and-moderate income that
request such assistance in developing proposals for funding assistance under any of the programs
covered by the County ’s Five-Year Consolidated Plan.
The County ’s staff will assist these groups to prepare their proposals and will provide assistance
in preparing cost estimates for projects proposed by low-and-moderate-income groups.
SECTION XII – COMPLAINTS:
Any individual or organization may choose to file a complaint concerning Union County ’s
Entitlement Programs. Complaints should be forwarded to Ms. Monica Culbreath, Grants
Specialist, Union County, Office of Budget and Grants Management, 500 North Main Street,
Monroe, NC , 28112 or by email at Monica.Culbreath@unioncountync.gov, or by calling (704) 283-
3580. The complaint should contain the following information.
• The name and signature of the complaint, or if any organization has prepared the
complaint, the name and signature of the officer of the organization responsible for
correspondence.
• The address to which Union County ’s response should be mailed.
• A telephone number where the complaint or an individual knowledgeable about the
substance of the complaint can be reached during business hours.
• The nature of the complaint, including any relevant information or documentation.
• A recommendation concerning how the complainant wishes to have the matter resolved.
The Office of Budget and Grants Management will make every reasonable effort to provide a
written response to a complaint within fifteen (15) days of its receipt. Union County will indicate
its position on the matter and the action it proposes to take. The Office of Budget and Grants
Management will not be obligated, however, to respond to any anonymous or fictitious
complaints.
If the Office of Budget and Grants Management ’s response does not resolve the problem to the
satisfaction of the complainant , the complainant may request a meeting with the County
Manager to seek resolution, within two (2) weeks of the initial response by the Office of Budget
and Grants Management . This meeting, whenever possible, shall be held within fifteen (15)
working days of receipt of the request for a meeting. Following such a meeting the County shall
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 12 of 13
notify the complainant of its proposed resolution within ten (10) working days of the date of the
meeting. If the complainant feels that the response is still not satisfactory, the complainant may
follow the procedure described in the following section.
The above complainant procedure shall not be considered a prerequisite for persons or
organizations wishing to file objections to applications pursuant to Federal regulations.
Individuals or organizations who have followed the procedure described above to resolve
complaints may choose to file an official objection with the U.S. Department of Housing and
Urban Development, North Carolina Field Office, 1500 Pinecroft Road, Suite 401, Greensboro, NC
27407. Persons may choose to file a complaint directly with HUD and not follow the local
complaint procedure established in #6 above. Following the local complaint procedures is not
required prior to filing an objection with HUD. However, citizens are encouraged to bring
complaints at the local level for resolution as HUD procedures require the Union County to
respond to any complaint filed. Therefore, more immediate resolution to a complaint is generally
at the County level.
SECTION XIII – AMENDMENTS TO THE PLAN:
Union County will provide residents with the opportunity to comment on this Citizen Participation
Plan. Copies of this proposed Citizen Participation Plan will be available at the Union County,
Office of Budget and Grants Management , and the County website
https://www.unioncountync.gov/. A public notice will be published in a local newspaper of general
circulation for a period of fifteen (15) calendar days prior to the adoption of the Citizen
Participation Plan by the County of Union in order for residents to comment on the plan. Copies
of the Citizen Participation Plan will be made available upon request, in a format accessible to
persons with disabilities. Substantial amendments to this plan will follow the same procedure as
the adoption of the original plan.
Revisions, amendments, and changes may be made to the Citizen Participation Plan at any time.
Residents will be afforded the opportunity to comment on any amendments to the Citizen
Participation Plan. A notice of the proposed amendments to the Citizen Participation Plan will be
published in the local newspaper of general circulation in the area, informing the public of the
availability of the Citizen Participation Plan and its proposed changes. The County will advertise
once and will notify residents that they have a period of up to fifteen (15) days from the date of
the newspaper notice to respond to the proposed changes in the Citizen Participation Plan.
SECTION XIV – EMERGENCY DECLARATIONS:
When a Declaration of an Emergency has been ordered by the President of the United States or
the Governor of North Carolina and regulatory flexibility is permitted by HUD, the County will
adhere to the following process concerning public hearings and public display of plans when
necessary for public health reasons. These emergency procedures will apply to the Five-Year
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 13 of 13
Consolidated Plan, Annual Action Plan, Substantial Amendments, and initial plan submissions, as
permitted through a regulatory waiver authority or programmatic flexibility:
• If the County is unable to hold an open public hearing in person, the County will hold
virtual public hearings through conference calls or an online video conference platform,
as long as the public is able to provide comments during the virtual public hearing.
• If the County is not able to physically place the plans on public display at the locations
referenced in the Citizen Participation Plan, the County will place the plans on the County ’s
website (https://www.unioncountync.gov) and will also email copies of the plans to any
person who requests a copy of the plans via an email request.
• If the Union County Board of Commissioners is unable to conduct an open public forum
meeting, the County may approve the plans at a virtual Union County Board of
Commissioners meeting if an in-person meeting will not be held due to the Declaration of
an Emergency.
• If HUD has waived the public comment period for the Five-Year Consolidated Plan and
Annual Action Plan submission from thirty (30) to a lesser number of days, the public
notice will include the number of days in the reduced comment period for public
awareness.
• All other requirements relating to the County ’s Citizen Participation Plan for Five-Year
Consolidated Plans and Annual Action Plans remain in effect, including the consultation
requirements, as required by 24 CFR 91.105.
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-413 Agenda Date:7/20/2026
TITLE:..title
Grant Application - The Cannon Foundation
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:
Union County Human Services is pursuing a renovation project for the existing group home, which
was previously used for other purposes. The group home will serve as a Crisis Stabilization Home for
foster youth in Union and Cabarrus Counties, providing short-term housing and supportive services
for youth in crisis while staff determine the most appropriate placement and/or treatment plan.
The goal of the project is to prevent foster youth from remaining in Social Services offices by offering
a safe, structured environment where services can be quickly wrapped around them during periods of
transition. This collaborative effort between Cabarrus County, Union County, Alexander Youth
Network, Partners LME/MCO, and BCBS Healthy Blue Care Together represents an innovative,
cross-system approach to addressing urgent placement needs. The home will include eight private
bedrooms, and with 68% of project funding already secured through state grants, the County is
currently working to obtain the remaining funds needed for completion.
The Cannon Foundation seeks to support human services, higher education, healthcare and
community. The Cannon Foundation was established in 1943 by Charles A. Cannon, President and
CEO of Cannon Mills Company. The Foundation continues his philanthropic legacy by funding capital
and equipment projects for organizations across Mr. Cannon’s home state of North Carolina.
FINANCIAL IMPACT:
The grant request will be for approximately $261,729. There is no match required for this grant.
Union County, NC Printed on 7/7/2026Page 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 #:26-415 Agenda Date:7/20/2026
TITLE:..title
Group Home Renovation Capital Project Ordinance
INFORMATION CONTACT:
Jason May, Director of Budget & Grant Management, 704-283-3760
ACTION REQUESTED:
Approval of the CPO
PRIOR BOARD ACTIONS:
None
BACKGROUND:
The group home will be a Crisis Stabilization Home for foster youth in Union and Cabarrus Counties.
It will house and provide services for foster youth in crisis while staff determine what placement
and/or treatment they need. Alexander Youth Network will run the group home. It will be funded via
the NC Children and Family Services Medicaid Plan that is operated by Healthy Blue Care Together
Medicaid funds.
The purpose is to keep foster youth from residing in Social Services offices and wrap services around
them while they await appropriate placement. This collaboration is unprecedented and shows the
combined hope of Cabarrus County, Union County, Alexander Youth Network, Partners LME/MCO,
and BCBS Healthy Blue Care Together.
There will be 8 individual rooms.
FINANCIAL IMPACT:
Passage of the CPO will provide $642,131 for the renovation of the Group Home.
Union County, NC Printed on 7/7/2026Page 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 #:26-420 Agenda Date:7/20/2026
TITLE:..title
Grant Application - The Braswell Foundation
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:
Union County Human Services is pursuing a renovation project for the existing group home, which
was previously used for other purposes. The group home will serve as a Crisis Stabilization Home for
foster youth in Union and Cabarrus Counties, providing short-term housing and supportive services
for youth in crisis while staff determine the most appropriate placement and/or treatment plan.
The goal of the project is to prevent foster youth from remaining in Social Services offices by offering
a safe, structured environment where services can be quickly wrapped around them during periods of
transition. This collaborative effort between Cabarrus County, Union County, Alexander Youth
Network, Partners LME/MCO, and BCBS Healthy Blue Care Together represents an innovative,
cross-system approach to addressing urgent placement needs. The home will include eight private
bedrooms, and with 68% of project funding already secured through state grants, the County is
currently working to obtain the remaining funds needed for completion.
The Braswell Foundation is a private family foundation based in Waxhaw, North Carolina that
supports charitable and community-focused initiatives, primarily through grantmaking to local and
regional nonprofit organizations.
FINANCIAL IMPACT:
The grant request will be for approximately $261,729. There is no match required for this grant.
Union County, NC Printed on 7/7/2026Page 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 #:26-387 Agenda Date:7/20/2026
TITLE:..title
Union County Jail 2026 Bond Referendum Bond Order and Resolution Setting Bond Referendum
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Adopt Bond Order Authorizing the Issuance of $200,000,000 General Obligation Jail Bonds of the
County of Union, North Carolina and 2) adopt the Resolution Setting a Special Bond Referendum
and Directing the Publication of Notice of a Special Bond Referendum and Notification of the Union
County Board of Elections.
PRIOR BOARD ACTIONS:
1) June 16, 2026, Regular Meeting, Agenda Item #26-329 - The Board introduced Bond Order
Authorizing the Issuance $200,000,000 General Obligation Jail Bonds of the County of Union, North
Carolina and adopted 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.
2) 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.
3) 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 Bond Order lays out the purpose of the general obligation bond referendum that will be placed
on November 3, 2026, election ballot and the Resolution will set a Special Bond Referendum giving
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-387 Agenda Date:7/20/2026
direction to the Board of Elections for the bond referendum.
FINANCIAL IMPACT:
The estimated cumulative cost over the life of the bond, using the highest interest rate of 5.344%
charged for similar debt over the last twenty years is estimated at $312,224,000. The estimated
maximum annual debt service payment is $20,688,000 beginning in FY 2028 and commencing in FY
2047. The annual estimated amount of property tax liability increases for each $100,000 of property
tax value to service the cumulative cost over the life of the bond is estimated at $31.10. The annual
estimated amount of property tax liability increases for each $400,000 of property tax value to service
the cumulative cost over the life of the bond is estimated at $124.40 (based on 3.11¢ increase in the
ad valorem property tax rate). These estimates are based on the legislative requirements of NC
Session Law 2022-53 for bond referendums.
Union County, NC Printed on 7/7/2026Page 2 of 2
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PPAB 13665606v1
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.
READ, APPROVED AND ADOPTED this 20th day of July, 2026.
Clerk to the Board of Commissioners Chairman
APPROVED AS TO FORM:
County Attorney
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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, hereby certify that the foregoing is a true and correct extract of minutes of the Board of
Commissioners of the County of Union, North Carolina reflecting the holding of public hearing
and the adoption of bond order by the Board of Commissioners of the County of Union, North
Carolina at a meeting held on the 20th day of July, 2026.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the corporate seal
of said County, this the ____ day of July, 2026.
(SEAL)
Clerk to the Board of Commissioners
County of Union, North Carolina
302
PPAB 13665606v1
RESOLUTION SETTING A SPECIAL BOND REFERENDUM
AND DIRECTING THE PUBLICATION OF NOTICE
OF A SPECIAL BOND REFERENDUM AND NOTIFICATION
OF THE UNION COUNTY BOARD OF ELECTIONS
WHEREAS, the Board of Commissioners of the County of Union, North Carolina has
adopted the following bond order and such bond order should be submitted to the voters of the
County of Union, North Carolina for their approval or disapproval in order to comply with the
constitution and laws of North Carolina:
BOND ORDER AUTHORIZING THE ISSUANCE OF $200,000,000
GENERAL OBLIGATION JAIL BONDS OF THE COUNTY OF UNION,
NORTH CAROLINA
NOW, THEREFORE, be it resolved by the Board of Commissioners (the “Board”) of the
County of Union, North Carolina, as follows:
(1) For the purpose of determining the question whether the qualified voters
of the County of Union, North Carolina shall approve or disapprove (a) the indebtedness
to be incurred by the issuance of the General Obligation Jail Bonds of the County
authorized by said bond order, which indebtedness shall be secured by a pledge of the
County’s full faith and credit and (b) the levy of taxes in an amount sufficient to pay the
principal of and interest on the bonds, said bond order shall be submitted to the qualified
voters of said County at a special bond referendum to be held in said County on
November 3, 2026.
(2) The Clerk to the Board of Commissioners is hereby authorized and
directed to publish a notice of said referendum which shall be in substantially the form
entitled “COUNTY OF UNION, NORTH CAROLINA NOTICE OF SPECIAL BOND REFERENDUM.”
Said notice of referendum shall be published at least twice. The first publication shall be
not less than 14 days, and the second publication shall be not less than 7 days before
the last day on which voters may register for the special bond referendum.
(3) The Union County Board of Elections is hereby requested to print and
distribute the necessary ballots and to provide the equipment for the holding of said
referendum and to conduct and to supervise said referendum.
(4) The ballots to be used at said referendum will indicate that it is being held
on behalf of the County of Union, North Carolina and will contain the following words:
“Additional property taxes may be levied on property located in the County of
Union, North Carolina in an amount sufficient to pay the principal of and interest
on bonds if approved by the following ballot question. Shall the order authorizing
$200,000,000 of bonds plus interest to pay the capital costs of providing for the
design, construction, furnishing and equipping of a new jail facility and providing
that additional taxes may be levied in an amount sufficient to pay the principal of
and interest on the bonds be approved, in light of the following:
(1) The estimated cumulative cost over the life of the bond, using the highest
interest rate charged for similar debt over the last 20 years, would be
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PPAB 13665606v1
$312,224,000 (consisting of $200,000,000 principal amount of bonds plus
$112,224,000 of interest).
(2) The estimated amount of property tax liability increase for each one
hundred thousand dollars ($100,000) of property tax value to service the
cumulative cost over the life of the bond provided above would be $31.10 per
year.”
with squares labeled “YES” and “NO” beneath or beside such words in which squares
the voter may record his or her choice on the question presented; and
(5) The Clerk to the Board of Commissioners shall mail or deliver a certified
copy of this resolution to the Union County Board of Elections within three days after this
resolution is adopted.
BE IT FURTHER RESOLVED that this Resolution shall become effective on the date of
its adoption.
READ, APPROVED AND ADOPTED this 20th day of July, 2026.
Clerk to the Board of Commissioners Chairman
APPROVED AS TO FORM:
County Attorney
304
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 SETTING A SPECIAL BOND REFERENDUM AND DIRECTING THE PUBLICATION
OF NOTICE OF A SPECIAL BOND REFERENDUM AND NOTIFICATION OF THE UNION COUNTY BOARD OF
ELECTIONS” adopted by the Board of Commissioners of the County of Union, North Carolina at
a meeting held on the 20th day of July, 2026.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the corporate seal
of said County, this the ____ day of July, 2026.
(SEAL)
Clerk to the Board of Commissioners
County of Union, North Carolina
305
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-388 Agenda Date:7/20/2026
TITLE:..title
NC Department of Public Safety Juvenile Crime Prevention Council Revised Funding Plan FY 2026-
2027
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Adopt Revised JCPC County Funding Plan for FY 2026-2027 and 2) authorize the Finance
Director to approve the grant agreements and documents related to such grant agreements during
their term.
PRIOR BOARD ACTIONS:
June 16, 2026, Regular Meeting, Agenda Item # 26-323 - 1) Approved County Funding Allocation
Plan, Annual Plan and Certification for FY 2026-2027, 2) authorized the Finance Director to approve
the grant agreements and documents related to such grant agreements during their term, and 3)
authorized the County Manager to appropriate JCPC Funding as approved in the funding plan by a
County Manager's Budget Amendment in FY 2027.
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
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-388 Agenda Date:7/20/2026
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.
The Revised County Funding Plan is updating only the Local in Kind Cash Match for the NCCDC
Next Step Youth Program and does require any County funding. This cash match is revenue
received directly to NCCDC from other sources.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 2 of 2
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29baca37-69ad-44d4-90ac-95f9137e7f45
06/19/2026
BoldSign Document ID: f8113553-0897-4d31-86cb-df9a04b4e8c7
308
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-393 Agenda Date:7/20/2026
TITLE:..title
Amendment to the Union County Pay and Classification Plan
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
1)Approve a revision to the Union County Pay and Classification Plan:
A) Adjust the pay grades for the following job classifications:
i) Deputy Tax Administrator - Pay Grade S
ii) Director, Utility Business Services - Pay Grade S
B) Add the following job classification and associated pay grade:
i) Recovery Support Coordinator - Pay Grade K
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Updates to the Union County Pay Plan are necessary to add, update, and remove job classification
titles to align with current and future organizational needs.
FINANCIAL IMPACT:
No additional funds required.
Union County, NC Printed on 7/7/2026Page 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 #:26-402 Agenda Date:7/20/2026
TITLE:..title
Contract Amendment - Employee Health & Wellness Center
INFORMATION CONTACT:
Megan Parks, Strategy & Innovation, Director, 704-292-2578
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County's Employee Health & Wellness Center provides high-quality, confidential health care
for all employees, spouses, dependents, and retirees on the Union County health plan. The wellness
center is staffed and operated by Atrium Health, providing you with easy access to world-class health
care.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $994,658. Funding is available in the adopted FY2027
budget with future expenditures subject to annual BOCC budget appropriation.
Union County, NC Printed on 7/7/2026Page 1 of 1
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1
FIRST AMENDMENT TO THE
MASTER EMPLOYER SERVICES AGREEMENT
Union County
THIS FIRST AMENDMENT TO MASTER EMPLOYER SERVICES AGREEMENT (this
“Amendment”) is dated July 1, 2026 (“Effective Date”) and is by and between THE CHARLOTTE-
MECKLENBURG HOSPITAL AUTHORITY D/B/A ATRIUM HEALTH AND CAROLINAS
PHYSICIANS NETWORK, INC. D/B/A ATRIUM HEALTH MEDICAL GROUP (“ATRIUM”) and
UNION COUNTY (“CLIENT”). This Amendment amends the Master Employer Services Agreement,
dated effective July 1, 2025, by and between Client and Atrium, as amended (the “Agreement”).
Client and Atrium entered in the Agreement, pursuant to which Atrium provides certain medical
and/or wellness services to employees, dependents, retirees and/or students of Client. The parties now
desire to amend the Agreement as set forth herein. All capitalized terms used and not otherwise defined in
this Amendment have the meanings assigned to them in the Agreement.
The parties agree as follows:
1. Amendment of Agreement. As of July 1, 2026 the Agreement is hereby amended as
follows:
(a) Exhibit A (Statement of Work) is deleted in its entirety and replaced with Exhibit A
(Statement of Work) attached hereto.
(b) Exhibit C (Pricing and Payment Schedule) is deleted in its entirety and replaced with
Exhibit C (Pricing and Payment Schedule) attached hereto.
(c) A new Exhibit D (Service Level Agreement) is added to the agreement in the form
attached hereto.
2. Miscellaneous.
(a) Severability. If any portion of this Amendment is held to be invalid, illegal or
unenforceable, then this Amendment is to be construed as if the invalid, illegal or unenforceable provision
had never been contained in this Amendment.
(b) Counterparts. This Amendment may be executed in counterparts, each of which is an
original and all of which together are deemed one and the same instrument.
(c) Drafting Conventions. This Amendment is to be construed according to include the
following principles: (a) the captions of the sections in this Amendment are provided for convenience only
and do not affect its meaning; (b) the words “party” and “parties” refer only to a named party to this
Amendment; (c) the word “includes” and its syntactic variants mean “includes, but is not limited to” and
corresponding syntactic variant expressions; and (d) unless specified otherwise, any reference to a statute
or regulation means that statute or regulation as amended or supplemented from time to time and any
corresponding provisions of successor statutes or regulations.
[signature page follows]
311
2
The parties are signing this Second Amendment on the date stated in the introductory clause.
“ATRIUM”
By: ____________________________________
Name:
Title:
“CLIENT”
By: _____________________________________
Name:
Title:
312
3
EXHIBIT A
STATEMENT OF WORK
UNION COUNTY (“CLIENT”)
Accordance with the Pricing and Payment Schedule attached as Exhibit C hereto, Atrium will provide
the following Services under the Agreement:
1. Staffing. Atrium will make available:
• Two (2) full-time Advanced Practice Professional (APP) 40 hours per week (2.0 FTE),
• One (1) full-time Registered Nurse (RN) 40 hours per week (1.0 FTE),
• One (1) full-time Certified Medical Assistant (CMA) 40 hours per week (1.0 FTE),
• One (1) part-time Behavioral Health Provider 16 hours per week (.4 FTE), and
• Client and Clinical Management 7 hours per week.
2. Services. The above personnel will collectively provide the following services. Upon written
notice, the Client may choose to modify services.
• On-Site Clinic as more particularly described in Exhibit A-1, attached hereto
• On-Site Occupational Health as more particularly described in Exhibit A-1, attached
hereto. Atrium understands and agrees that Atrium will not be the sole provider of
occupational health services to Client or Client’s officers or employees.
• Behavioral Health Services as more particularly described in Exhibit A-1, attached
hereto.
3. Use of Space. Atrium will provide sufficient and appropriate designated space at the location
identified in Exhibit B, for the exclusive provision of Services to Client, such that the Services
may be provided in a safe and private manner and so as to minimize risk of disclosure of protected
health information of Participants ("Designated Space"). Atrium will own, maintain, and replace
equipment and furnishings as needed in the Designated Space. Atrium shall arrange and facilitate
all necessary and appropriate maintenance and repairs of the Designated Space and will be
responsible for providing utilities, including electricity and water.
4. Included Resources. The following resources will be provided to the Client at no additional cost.
• Monthly Standard Utilization Report
• Annual marketing updates and materials up to $1,000 allowance. Additional allowance
may be added and billed to client upon written request.
• Health Fair
i. Atrium will serve as a premier vendor at an existing Client-base health fair(s) up
to one (1) time per year.
313
4
5. Additional Resources. Client may request the following additional Atrium support services. Any
agreement to provide such services shall be documented in an additional exhibit, work order, and/or
amendment to this Agreement, which shall include the applicable details of such services, such as
schedule and pricing.
• Marketing and Communication
i. Atrium will partner with Client to create a customized marketing and
communications plan for services being provided
• Educational Resource including health and wellness related educational seminars upon
request.
314
5
EXHIBIT A-1
ONSITE CLINICAL SERVICES
Atrium will provide Client with on-site clinic services at Client’s facilities the location identified in
Exhibit B hereto for use by participants selected by Client (“Clinic Users”).
The duties of the Registered Nurse will be to:
1. Evaluate in accordance with established protocol common complaints for which there exists point
of care testing, such as, but not limited to, strep throat, influenza, urinary tract infection and
pregnancy;
2. Assist employees in obtaining appropriate care for needed services;
3. Provide coaching and classes on lifestyle behaviors including healthy eating, weight loss, general
wellness, stress management and cessation of tobacco, alcohol and illicit drug use;
4. Conduct Health Risk Assessments, biometric screening and influenza vaccine administration, if
requested (reduced cost for materials);
5. Monitor chronic conditions including diabetes, high blood pressure, high cholesterol and weight;
6. Perform health-related research and provide education upon request (new diagnosis, diagnosis of
family member);
7. Provide intervention and case management with high cost claimants (requires collaboration with
TPA);
The services provided by the Advanced Practice Professional will include representative services such as:
1. Basic primary care services as represented by:
a. Patients age 2 and older and sick care for patients 6 months or older. Limited Virtual
Pediatric Primary Care Services will be made available for pediatric primary care visits
upon request for those under 2 years of age.
b. Annual and sports physicals
c. Sick visits for acute care needs, to include telehealth
d. Suture repair and removal
e. Wound irrigation and debridement
f. Treatment for acne, routine rashes, bites, poison ivy
g. Basic skin checks and cryofreeeze application
h. Chronic care management, health education and coaching of common conditions such as
diabetes, hypertension, hyperlipidemia, and obesity
i. Administer injections to protect against influenza, hepatitis A and B, pneumococcal
infections, as needed
2. Provide onsite laboratory services and interpret results such as:
a. COVID – Rapid Antigen
b. COVID – PCR
c. Rapid Strep
d. Influenza
e. Urine glucose, protein or infection (e.g., UTI)
f. Urine pregnancy
g. A1C and blood glucose
h. Cholesterol and lipids
i. TB skin test
315
6
3. Wellness visits including, but not limited to, health assessment, wellness counseling on healthy
eating, exercise, and weight loss.
4. Assist employees in obtaining appropriate care for needed services that cannot be provided onsite
such as x-ray, extensive laboratory services, and specialist services.
5. Other Integrated Value-Add Services:
a. Navigating to care within Atrium or to other local providers/services as requested by the
patient
b. Referrals to existing benefits on the insurance plan
c. Care coordination with primary care and specialists as needed
d. Post-visit follow-up (internal and external appointments)
e. FMLA paperwork
f. Completion of forms related to visits
6. Behavioral Health Services
a) Mental and emotional behavioral health mitigation
b) Care coordination to a higher level of care when necessary to meet patient needs
c) Referrals to specialized counseling services based on patient needs
d) Education and training upon request (additional fees may occur)
7. Occupational Health Services
a. Pre-employment physicals
b. Department of Transportation Physicals
c. Workers’ Compensation Initial and Follow Up Visits
d. Return to Work Exams
e. Urine Drug Screenings (pre-employment, random, post-accident) ($15 - $18.25
depending on drug panel)
f. Breath Alcohol Testing
g. Pulmonary Function Testing
h. Fit Testing
i. Hearing Tests
j. TB Screenings
k. Vaccines
l. Vision exams
316
7
EXHIBIT C
PRICING AND PAYMENT SCHEDULE
This Exhibit C sets forth the compensation payable by Client to Atrium in accordance with the terms set
forth in the Agreement. Fees, including supply and salary expenses, will be billed monthly as set forth
below. Pricing shall be guaranteed for a period of one (1) year, unless otherwise noted. Subsequent years
are subject to price increases as necessary to remain consistent with the effective rates of labor and supply
costs.
Annual Pricing –
Staffing Cost $769,861
• Advanced Practice Professional (2.0 FTE)
• Registered Nurse (1.0 FTE)
• Certified Medical Assistant (1.0 FTE)
• Behavioral Health Provider (16 hours/week)
• Project and Clinical Management (7 hours/week)
Operational Expenses
Clinical and office supplies, OTC medications, Mileage, Hearing $52,000*
equipment lease, Marketing
Management Fee, Administrative Overhead $172,797
Total Annual Operating Cost $994,658
Total Annual Operating Cost + Designated Space Cost ($41,820) $1,036,478
(starting June 2027)
Monthly Invoice (with space upfit credit/ after space upfit credit) $82,888/ $86,373
Property Upfit Credit: Concurrently with the execution of the original Agreement, Atrium and Client
entered into an Access Agreement (the “Access Agreement”) governing Client’s access to and upfit to the
designated space (the “Upfit Work. In light of the benefit received by Atrium for the Upfit Work, upon
completion of the Upfit Work, and provision of evidence of payment to any contractors and the absence of
any lien or claim for lien against the Designated Space as a result of the Upfit Work, Client received a credit
against the Designated Space Cost for the actual cost paid by County of the Upfit Work performed (the
“Designated Space Credit”), such that Atrium agreed to waive the monthly Designated Space Cost of
$3,485.00 (i.e., $41,820/12) until such Designated Space Credit is exhausted. . Based on the existing
balances, the Designated Space Credit is expected to apply until May 2027.
Staffing Reduction: Upon ninety (90) days advance written notice from Client of underutilization
of the Clinic, Atrium will work in good faith with Client to reduce staffing to reflect appropriate
levels based on actual utilization. The parties will memorialize any such reduction of staffing and
corresponding reduction in pricing in an amendment to this Agreement, signed by authorized
representatives of both parties.
Travel Fees: Services requiring extended travel may incur additional travel expenses, such as hotels, meals,
tolls, mileage and/or airfare. In such event, Atrium will notify Client and obtain written approval for such
expenses prior to those expenses being incurred.
317
8
The following services will be provided at an additional cost:
1. Lab testing services shall be billed to Client at not more than 125% of the applicable Medicare rates
for such testing and services. Atrium may modify the applicable rates upon thirty (30) days’ prior
written notice to Client. Notwithstanding the foregoing, all services billed to third-party payors
shall be billed at standard, pre-negotiated rates.
2. Onsite Urine and Saliva Drug testing will be billed at the standard pre-negotiated rate. All services
billed to third party payers shall be billed at standard, pre-negotiated rates.
3. Client will be billed for before and after-hours urine drug testing at an hourly rate of $90.00 for
clinical team members on-site time.
4. Client will be charged on a pass-through basis for new or modified Marketing Materials requested
by Client (i.e. due change in services, hours of operation, etc.).
5. Vaccines will be billed per box at the market rate. Rates may be subject to adjustment based on the
market rate. Rates billed to client will automatically adjust to reflect new rates.
318
9
EXHIBIT D
SERVICE LEVEL AGREEMENT
This Exhibit D sets forth the compensation forfeited by Atrium to the Client in accordance with the terms
set forth in the Service Level Agreement putting no more than 20% of the administrative fees at risk.
Measure Frequency of
Assessing and
Reporting
Percentage
Compliance
Weight Annual
Amount at
Risk
Patient satisfaction and likelihood-to-recommend
scores for the onsite employee health clinic must
be at least 80%.
Quarterly 90% 50% $17,280
Atrium Health will achieve 70% schedule
utilization, representing 4,250 patient visits for the
2026–2027 contract year, based on the staffing
model, and clinic schedule in effect as of the
Effective Date. This obligation is conditioned upon
Client providing reasonable access to engage the
eligible population through mutually agreed-upon
outreach methods, including on-site engagement,
direct mail, and email communications. Any
change to the staffing model, number of eligible
members, or clinic schedule during the contract
year will require a proportionate adjustment to the
utilization target, as documented by the parties in
good faith.
Annual 100% 50% $17,280
Total $ at Risk is based on Administrative Management Fee $34,560
319
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-414 Agenda Date:7/20/2026
TITLE:..title
Resolution - Solid Waste Surplus Equipment Sale
INFORMATION CONTACT:
Corey Brooks, Procurement & Contract Management, Director, 704-283-3683
ACTION REQUESTED:
Adopt Resolution Authorizing Surplus Property Sale by Internet Auction which 1) declares the
property itemized on Attachment A as “Surplus” to the needs of Union County, 2) authorizes sale at
electronic auction of the surplus property described in Attachment A as per the terms and conditions
as specified in the online auction service provider contract, and 3) authorizes the Procurement
Director or his designee to execute any and all documents necessary to transfer title to said property
on behalf of Union County.
BACKGROUND:
North Carolina General Statutes allow the disposition of personal property by local governments
through a variety of means including private negotiations and sale; advertisement for sealed bids;
negotiated offer, advertisement, and upset bid; public auction; or exchange. In 2001, the legislature
amended the Statues to provide for disposition of property through electronic auction.
The sale will begin July 23, 2026, at 10:00 AM and end August 6, 2026, at 10:00 AM as indicated on
Attachment A. The equipment is to be picked up at 2125 Austin Chaney Road, Wingate, NC 28174
with the following terms of sale:
1.Sale to the highest bidder with all sales final.
2.All items sold “as is” with no warranty, expressed or implied, which extends beyond the
description of the item.
3.Purchasers must remove vehicle(s) within ten (10) business days from the time and date of
issuance of the Buyer’s Certificate.
4.Payment must be made online though the online auction website. Payment in full is due not
later than five (5) business days from the time and date of the Buyers Certificate. Payment will
not be accepted onsite.
FINANCIAL IMPACT:
Estimated revenue is $69,000. The revenue will be returned to the fund from which the asset came.
Union County, NC Printed on 7/7/2026Page 1 of 1
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RESOLUTION AUTHORIZING SURPLUS PROPERTY SALE BY INTERNET AUCTION
WHEREAS, G.S. 160-270(c) allows Union County to sell personal property at electronic auction
upon adoption of a resolution authorizing the Procurement Director or her designee to dispose of the
property at electronic auction; and
WHEREAS, the Procurement Manager has developed a list of these items as shown on Attachment
“A” for review by the Board of Commissioners for disposal by electronic auction;
NOW, THEREFORE, BE IT HEREBY RESOLVED by the Union County Board of Commissioners
that the items of personal property included on Attachment “A” and incorporated herein by reference, be
declared surplus and that the Director of Procurement and Contract Management or his designee be
authorized to sell at electronic auction, beginning July 23, 2026, at 10:00 a.m. and ending August 6, 2026, at
10:00 a.m. as indicated on Attachment “A”, the surplus property described on Attachment “A”, as per the
terms and conditions as specified in the County’s existing contract with the on-line auction Service Provider
to the highest bidders.
BE IT FURTHER RESOLVED that the Director of Procurement and Contract Management or
his designee is authorized to execute any and all documents necessary to transfer said property on
behalf of Union County.
BE IT FURTHER RESOLVED that the terms of sale applicable at the aforementioned auction of the
items listed on Attachment “A” shall be as follows:
1. Sale to the highest bidder with all sales final.
2. All items sold “as is” and “where is” with no warranty, expressed or implied, which extends
beyond the description of the items.
3. Purchasers must remove item(s) within ten business days from the time and date of issuance
of the Buyer’s Certificate. The equipment is to be picked up at 2125 Austin Chaney Road,
Wingate, NC 28174. Purchasers shall bear sole risk of loss for all items remaining on the
premises ten (10) calendars days from the time and date of issuance of the Buyer’s
Certificate.
4. Payment must be made online through the on-line auction Website. Payment in full is due
not later than five (5) calendar days from the time and date of the Buyer’s Certificate.
Payment cannot be accepted onsite.
BE IT FURTHER RESOLVED that payment of advertising and miscellaneous expenses be paid
from the proceeds of the sale.
Adopted this 20th day of July, 2026.
ATTEST:
Lynn G. West, Clerk to the Board Brian Helms, Chair
321
Attachment A
Description Serial/Parcel Hours Department Auction Start Auction End
2008 John Deere 544 J Wheel Loader DW544JP616771 Approx 12000 Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
2013 CAT 938K Wheel Loader CAT0827KESWL00645 Approx 15182 Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
1996 Ram Jet Trash Compactor on skids Unknown n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
FairbanksTruck Scales (3) at 24 ft ea Unknown n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
40 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
40 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
20 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
40 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
20 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
40 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
30 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
20 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
30 yard Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
20 yard Co-Mingle Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
20 yard Co-Mingle Roll-Off Box n/a n/a Solid Waste 7/23/2026 at 10:00 AM 8/6/2026 at 10:00 AM
322
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-401 Agenda Date:7/20/2026
TITLE:..title
Minutes for Approval
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board, 704-283-3953
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 7/7/2026Page 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 #:26-362 Agenda Date:7/20/2026
TITLE:..title
Tax Refunds, Releases and Prorations Approved by Finance Officer
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a Resolution Delegating Authority for
Tax Releases and Refunds of less than $100 to Union County's Finance Officer. The resolution and
NC GS 105-381(b) require such refunds to be reported to the Board regarding actions taken on
requests for releases or refunds. All such actions shall be recorded in the Board's minutes. NC GS
105-330.6 authorizes the tax collector to direct an order for a tax refund of prorated taxes to the
county finance officer related to surrendering of registered motor vehicle plates. The finance officer
shall issue a refund to the vehicle owner. The attached report is for May 2026 NCVTS releases and
refunds less than $100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 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 ($53.93)$0.00
600 TAX ($81.57)$0.00
020 TAX ($22.17)$0.00
003 TAX ($5.09)$0.00
005 TAX ($2.16)$0.00
004 TAX ($18.66)$0.00
002 TAX ($128.50)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $34.27 $0.00
200 TAX ($88.70)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $9.31 $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 ($18.20)$0.00
500 TAX ($46.96)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.45)$0.00
003 TAX ($1.72)$0.00
005 TAX ($0.73)$0.00
004 TAX ($6.30)$0.00
002 TAX ($43.36)$0.00
Refund
001 TAX ($2.98)$0.00
020 TAX ($1.23)$0.00
003 TAX ($0.28)$0.00
005 TAX ($0.12)$0.00
004 TAX ($1.03)$0.00
002 TAX ($7.11)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($17.29)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $2.83 $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 $5.32 $0.00
200 TAX ($13.77)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $1.34 $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 ($15.22)$0.00
600 TAX ($23.02)$0.00
019 TAX ($6.72)$0.00
003 TAX ($1.43)$0.00
005 TAX ($0.61)$0.00
004 TAX ($5.27)$0.00
002 TAX ($36.27)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($50.65)$0.00
200 VEHICLE FEE ($30.00)$0.00
027 TAX $6.11 $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 ($4.02)$0.00
600 TAX ($6.09)$0.00
023 TAX ($1.53)$0.00
003 TAX ($0.38)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.39)$0.00
002 TAX ($9.59)$0.00
Refund
ALLEN, BRENDA
HELMS
3501 TROPHY
DR
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
($18.66)
($128.50)
$312.08
ALLISON,
THAYER STEM
JR
ALLISON,
THAYER STEM
JR
ALLISON,
JULIE MERIDEE
2008 IVY POND
LN
INDIAN TRAIL,
NC 28079
Adjustment <
$100 0090653180 WBJ9877 PENDING 1113282117
Refund Generated due
to adjustment on
Bill #0090653180-
2025-2025-0000
($53.93)
($81.57)
($22.17)
($5.09)
($2.16)868290619
Refund Generated due
to proration on Bill
#0091184994-2025-
2025-0000-00
Other
Errors 5/27/2026 5/28/2026INDIAN TRAIL,
NC 28079 Proration 0091184994 RLT1489 AUTHORIZEDALLEN, BRENDA
HELMS
AMBROSE,
ANTHONY JOE
AMBROSE,
ANTHONY JOE
2501 TRADING
FORD DR
Situs error 5/14/2026
$0.00
$34.27
($88.70)
($30.00)
$9.31
$0.00
$0.00
$0.00
$0.00
$75.12
ANDRONIK,
TATIANA
2426 OLD
EVERGREEN
PKWY
($0.73)
($6.30)
($43.36)
$124.72
($18.20)
($46.96)
$0.00
($7.45)
($1.72)992332736
Refund Generated due
to proration on Bill
#0076236251-2025-
2025-0000-00
Vehicle
Sold 5/27/2026 5/28/2026WAXHAW, NC
28173 Proration 0076236251 VCT1874 AUTHORIZED
($7.11)
$12.75
ANGARITA
GONZALEZ,
ELANNIE
ALEJANDRA
ANGARITA
GONZALEZ,
ELANNIE
ALEJANDRA
1622 SEMINOLE
LN
CARPENTERSVIL
LE, IL 60110
Adjustment <
$100 0091232015 MDA7130 PENDING 992258680
Refund Generated due
to adjustment on
Bill #0091232015-
2025-2025-0000
Situs error
($2.98)
($1.23)
($0.28)
($0.12)
($1.03)
742381566
Refund Generated due
to proration on Bill
#0069867108-2025-
2025-0000-00
Vehicle
Sold 5/15/2026 5/18/2026INDIAN TRAIL,
NC 28079 Proration 0069867108 KDM5831 AUTHORIZEDANDRONIK,
TATIANA
ARTURO
HERNANDEZ
PEREZ SVCS
ARTURO
HERNANDEZ
PEREZ SVCS
4913 W
UNIONVILLE
INDIAN TRAIL
RD
5/26/2026
$0.00
($17.29)
($30.00)
$2.83
$0.00
$0.00
$0.00
$0.00
$44.46
$0.00
$0.00
$0.00
$0.00
$37.11
$0.00
$5.32
($13.77)
($30.00)
$1.341112966901
Refund Generated due
to adjustment on
Bill #0090550760-
2025-2025-0000
Situs error 5/13/2026INDIAN TRAIL,
NC 28079
Adjustment <
$100 0090550760 RLN6155 PENDING
BAKER, CHETT
WRISTON
BAKER, CHETT
WRISTON
5726 OLD
PAGELAND
MARSHVI
MARSHVILLE RD MONROE, NC
28112
Adjustment <
$100 0090453298 WAT9960 PENDING 989584024
Refund Generated due
to adjustment on
Bill #0090453298-
2025-2025-0000
($15.22)
($23.02)
($6.72)
($1.43)
($0.61)864386684
Refund Generated due
to proration on Bill
#0063535437-2025-
2025-0000-00
Vehicle
Sold 5/6/2026 5/7/2026MONROE, NC
28110 Proration 0063535437 JAS6688 AUTHORIZEDBAJIC, ADEM BAJIC, ADEM 2106 LANDEN
CHASE DR
Situs error 5/14/2026
$0.00
($50.65)
($30.00)
$6.11
$0.00
$0.00
$0.00
$0.00
$74.54
($5.27)
($36.27)
$88.54
($4.02)
($6.09)
($1.53)
($0.38)
($0.16)868290094
Refund Generated due
to proration on Bill
#0049678019-2025-
2025-0000-00
Vehicle
Sold 5/27/2026 5/28/2026INDIAN TRAIL,
NC 28079 Proration 0049678019 DLF7899 AUTHORIZEDBARZOFF,
DAVID CHARLES
BARZOFF,
DAVID CHARLES
1605 PAINTED
HORSE DR
($1.39)
($9.59)
$23.16
Page 1 of 17
325
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($10.72)$0.00
990 TAX ($1.67)$0.00
015 TAX ($4.52)$0.00
003 TAX ($1.01)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.71)$0.00
002 TAX ($25.53)$0.00
Refund
001 TAX ($3.23)$0.00
300 TAX ($7.19)$0.00
300 VEHICLE FEE $0.00 $0.00
022 TAX ($2.06)$0.00
003 TAX ($0.30)$0.00
005 TAX ($0.13)$0.00
004 TAX ($1.12)$0.00
002 TAX ($7.70)$0.00
Refund
001 TAX ($21.38)$0.00
500 TAX ($55.16)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($8.75)$0.00
003 TAX ($2.01)$0.00
005 TAX ($0.85)$0.00
004 TAX ($7.40)$0.00
002 TAX ($50.93)$0.00
Refund
001 TAX ($31.32)$0.00
600 TAX ($47.37)$0.00
023 TAX ($11.90)$0.00
003 TAX ($2.95)$0.00
005 TAX ($1.26)$0.00
004 TAX ($10.84)$0.00
002 TAX ($74.63)$0.00
Refund
001 TAX ($0.71)$0.00
027 TAX ($0.28)$0.00
003 TAX ($0.08)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.13)$0.00
002 TAX ($1.62)$0.00
Refund
001 TAX ($10.79)$0.00
200 TAX ($33.23)$0.00
003 TAX ($1.16)$0.00
005 TAX ($0.26)$0.00
004 TAX ($1.93)$0.00
002 TAX ($24.75)$0.00
Refund
001 TAX ($10.04)$0.00
200 TAX ($39.28)$0.00
003 TAX ($0.95)$0.00
005 TAX ($0.40)$0.00
004 TAX ($3.47)$0.00
002 TAX ($23.91)$0.00
Refund
001 TAX ($5.06)$0.00
600 TAX ($7.65)$0.00
026 TAX ($1.37)$0.00
003 TAX ($0.48)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.75)$0.00
002 TAX ($12.05)$0.00
Refund
001 TAX ($10.11)$0.00
600 TAX ($15.28)$0.00
026 TAX ($2.73)$0.00
003 TAX ($0.95)$0.00
005 TAX ($0.40)$0.00
004 TAX ($3.49)$0.00
002 TAX ($24.08)$0.00
Refund
001 TAX ($10.36)$0.00
026 TAX ($2.53)$0.00
003 TAX ($1.11)$0.00
005 TAX ($0.25)$0.00
004 TAX ($1.85)$0.00
002 TAX ($23.77)$0.00
Refund
Vehicle
Totalled 5/29/2026 6/1/2026
($10.72)
($1.67)
($4.52)
($1.01)
($0.43)
($3.71)
($25.53)
$47.59
BASS, LARRY
GENE
BASS, LARRY
GENE PO BOX 116 WAXHAW, NC
28173 Proration 0087957997 LMH9485 AUTHORIZED 868997003
Refund Generated due
to proration on Bill
#0087957997-2025-
2025-0000-00
BOUDRIE,
JASON DOUGLAS
BOUDRIE,
JASON DOUGLAS
BOUDRIE,
GUNILLA
MARAIA
1021 LYDGATE
DR
($0.13)
($1.12)
($7.70)
$21.73
($3.23)
($7.19)
$0.00
($2.06)
($0.30)989304488
Refund Generated due
to proration on Bill
#0086928413-2025-
2025-0000-00
Vehicle
Sold 5/13/2026 5/14/2026WINGATE, NC
28174 Proration 0086928413 VHE5133 AUTHORIZEDBENNETT, JOHN
WALTER
BENNETT, JOHN
WALTER 226 S MAIN ST APT B7
($0.85)
($7.40)
($50.93)
$146.48
($21.38)
($55.16)
$0.00
($8.75)
($2.01)986458304
Refund Generated due
to proration on Bill
#0064859053-2025-
2025-0000-00
Vehicle
Sold 5/1/2026 5/4/2026WAXHAW, NC
28173 Proration 0064859053 PBA4993 AUTHORIZED
($31.32)
($47.37)
($11.90)
($2.95)
($1.26)866698511
Refund Generated due
to proration on Bill
#0090970638-2025-
2025-0000-00
Vehicle
Sold 5/18/2026 5/19/2026INDIAN TRAIL,
NC 28079 Proration 0090970638 RLT1328 AUTHORIZEDBRASWELL,
BARBARA JEAN
BRASWELL,
BARBARA JEAN
1001
WELLSCROFT RD
Vehicle
Sold 5/4/2026 5/5/2026
($0.71)
($0.28)
($0.08)
($0.02)
($0.13)
($1.62)
$2.84
($10.84)
($74.63)
$180.27
BRASWELL,
EDDIE LYNN
BRASWELL,
EDDIE LYNN
6610 OLD
PAGELAND MARSHVILLE RD MARSHVILLE,
NC 28103 Proration 0048369284 CL42942 AUTHORIZED 740644626
Refund Generated due
to proration on Bill
#0048369284-2024-
2024-0000-00
($10.79)
($33.23)
($1.16)
($0.26)
($1.93)
741107430
Refund Generated due
to proration on Bill
#0083767345-2024-
2024-0000-00
Other
Errors 5/7/2026 5/8/2026MONROE, NC
28110 Proration 0083767345 CR94737 AUTHORIZEDBRIDGE TO
RECOVERY
BRIDGE TO
RECOVERY
2111 STAFFORD
STREET EXT
5/13/2026
($10.04)
($39.28)
($0.95)
($0.40)
($3.47)
($23.91)
$78.05
($24.75)
$72.12
BRIDGE TO
RECOVERY
BRIDGE TO
RECOVERY
2111 STAFFORD
STREET EXT
MONROE, NC
28110
Adjustment <
$100 0083767345 CR94737 PENDING 741978600
Refund Generated due
to adjustment on
Bill #0083767345-
2025-2025-0000-00
Exempt
Property
($5.06)
($7.65)
($1.37)
($0.48)
($0.20)864085796
Refund Generated due
to proration on Bill
#0047420582-2025-
2025-0000-00
Vehicle
Sold 5/4/2026 5/5/2026MATTHEWS, NC
28104 Proration 0047420582 FMZ8034 AUTHORIZED
BROOCKERD,
BRONSON
CORBETT
BROOCKERD,
BRONSON
CORBETT
BROOCKERD,
CHRISTI LEA
2002 VISCOUNT
DR
Vehicle
Sold 5/4/2026 5/5/2026
($10.11)
($15.28)
($2.73)
($0.95)
($0.40)
($3.49)
($24.08)
$57.04
($1.75)
($12.05)
$28.56
BROOCKERD,
CHRISTI LEA
BROOCKERD,
CHRISTI LEA
BROOCKERD,
BRONSON
CORBETT
2002 VISCOUNT
DR
MATTHEWS, NC
28104 Proration 0058863771 RBH4327 AUTHORIZED 864085761
Refund Generated due
to proration on Bill
#0058863771-2025-
2025-0000-00
($10.36)
($2.53)
($1.11)
($0.25)
($1.85)
741978426
Refund Generated due
to proration on Bill
#0087010882-2024-
2024-0000-00
Vehicle
Sold 5/13/2026 5/14/2026WAXHAW, NC
28173 Proration 0087010882 PHB1536 AUTHORIZEDBURRELL,
RANDALL SCOTT
BURRELL,
RANDALL SCOTT
403 BASINGDON
CT
($23.77)
$39.87
Page 2 of 17
326
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($2.25)$0.00
970 TAX ($0.23)$0.00
026 TAX ($0.55)$0.00
003 TAX ($0.24)$0.00
005 TAX ($0.05)$0.00
004 TAX ($0.40)$0.00
002 TAX ($5.16)$0.00
Refund
001 TAX ($2.53)$0.00
600 TAX ($2.87)$0.00
020 TAX ($0.83)$0.00
003 TAX ($0.27)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.45)$0.00
002 TAX ($5.80)$0.00
Refund
001 TAX ($5.61)$0.00
800 TAX ($0.86)$0.00
026 TAX ($1.37)$0.00
003 TAX ($0.60)$0.00
005 TAX ($0.13)$0.00
004 TAX ($1.00)$0.00
002 TAX ($12.85)$0.00
Refund
001 TAX ($27.17)$0.00
500 TAX ($70.11)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($11.12)$0.00
003 TAX ($2.57)$0.00
005 TAX ($1.09)$0.00
004 TAX ($9.40)$0.00
002 TAX ($64.74)$0.00
Refund
001 TAX ($12.19)$0.00
700 TAX ($16.13)$0.00
023 TAX ($3.82)$0.00
003 TAX ($1.31)$0.00
005 TAX ($0.29)$0.00
004 TAX ($2.18)$0.00
002 TAX ($27.95)$0.00
Refund
001 TAX ($24.11)$0.00
026 TAX ($6.52)$0.00
003 TAX ($2.27)$0.00
005 TAX ($0.97)$0.00
004 TAX ($8.34)$0.00
002 TAX ($57.44)$0.00
Refund
001 TAX ($41.44)$0.00
014 TAX ($16.22)$0.00
003 TAX ($3.90)$0.00
005 TAX ($1.66)$0.00
004 TAX ($14.35)$0.00
002 TAX ($98.74)$0.00
Refund
001 TAX ($30.50)$0.00
500 TAX ($78.69)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($12.48)$0.00
003 TAX ($2.88)$0.00
005 TAX ($1.22)$0.00
004 TAX ($10.55)$0.00
002 TAX ($72.67)$0.00
Refund
001 TAX ($0.59)$0.00
017 TAX ($0.37)$0.00
003 TAX ($0.06)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.21)$0.00
002 TAX ($1.41)$0.00
Refund
001 TAX ($4.57)$0.00
015 TAX ($1.92)$0.00
003 TAX ($0.43)$0.00
005 TAX ($0.18)$0.00
004 TAX ($1.58)$0.00
002 TAX ($10.88)$0.00
Refund
CAMPBELL,
REBECCA
MASTERS
CAMPBELL,
REBECCA
MASTERS
9658 POTTERS
RD
MATTHEWS, NC
28104 Proration 0064489920 JMF2237 AUTHORIZED 865641441
Refund Generated due
to proration on Bill
#0064489920-2024-
2024-0000-00
Vehicle
Sold
CHAPRAK,
OLEKSIY
MICHAEL
311 THOMPSON
CT
5/13/2026 5/14/2026
($2.25)
($0.23)
($0.55)
($0.24)
($0.05)
($0.40)
($5.16)
$8.88
($0.45)
($5.80)
$12.81
CHEN,
STEPHANIE
AUVALENE
CHEN,
STEPHANIE
AUVALENE
CHEN, HSIEN
HUI
208 EDEN
HOLLOW LN
WEDDINGTON,
NC 28104 Proration 0048529549 CAS1193 AUTHORIZED 865394565
Refund Generated due
to proration on Bill
#0048529549-2024-
2024-0000-00
($2.53)
($2.87)
($0.83)
($0.27)
($0.06)867271762
Refund Generated due
to proration on Bill
#0061337678-2024-
2024-0000-00
Vehicle
Sold 5/21/2026 5/26/2026INDIAN TRAIL,
NC 28079 Proration 0061337678 RAS4705 AUTHORIZED
CHAPRAK,
OLEKSIY
MICHAEL
CHIOREAN,
CLAUDIU
CHIOREAN,
CLAUDIU
CHIOREAN,
DIANA
ALEXANDRA
4318
HAMPSTEAD
HEATH DR
Vehicle
Sold 5/12/2026 5/13/2026
($5.61)
($0.86)
($1.37)
($0.60)
($0.13)
($1.00)
($12.85)
$22.42
($1.09)
($9.40)
($64.74)
$186.20
($27.17)
($70.11)
$0.00
($11.12)
($2.57)990564080
Refund Generated due
to proration on Bill
#0087075330-2025-
2025-0000-00
Vehicle
Sold 5/19/2026 5/21/2026WAXHAW, NC
28173 Proration 0087075330 LFM1665 AUTHORIZED
($12.19)
($16.13)
($3.82)
($1.31)
($0.29)864083444
Refund Generated due
to proration on Bill
#0076698143-2024-
2024-0000-00
Vehicle
Sold 5/4/2026 5/5/2026MATTHEWS, NC
28104 Proration 0076698143 I0NIQ5 AUTHORIZEDCLARK, GARY
LEE
CLARK, GARY
LEE
1104 MILLVIEW
LN
Vehicle
Sold 5/11/2026 5/12/2026
($24.11)
($6.52)
($2.27)
($0.97)
($8.34)
($57.44)
$99.65
($2.18)
($27.95)
$63.87
CLAUHS,
FREDERICK
WALTER
CLAUHS,
FREDERICK
WALTER
7603
YELLOWHORN
TRL
WAXHAW, NC
28173 Proration 0058208028 ISA408 AUTHORIZED 741746862
Refund Generated due
to proration on Bill
#0058208028-2025-
2025-0000-00
($41.44)
($16.22)
($3.90)
($1.66)
($14.35)
741107742
Refund Generated due
to proration on Bill
#0071150874-2025-
2025-0000-00
Vehicle
Totalled 5/7/2026 5/8/2026MONROE, NC
28112 Proration 0071150874 KFD7532 AUTHORIZED
COLE,
CHRISTOPHER
LEE
COLE,
CHRISTOPHER
LEE
514 ARCADIA
LN
5/18/2026 5/19/2026
($30.50)
($78.69)
$0.00
($12.48)
($2.88)
($1.22)
($10.55)
($72.67)
$208.99
($98.74)
$176.31
COLUMBIA,
FRANK JOSEPH
III
COLUMBIA,
FRANK JOSEPH
III
2807 BEVIS LN WAXHAW, NC
28173 Proration 0082307765 LFD1733 AUTHORIZED 990512768
Refund Generated due
to proration on Bill
#0082307765-2025-
2025-0000-00
Vehicle
Sold
($0.59)
($0.37)
($0.06)
($0.02)
($0.21)
743376768
Refund Generated due
to proration on Bill
#0087600166-2025-
2025-0000-00
Vehicle
Sold 5/21/2026 5/26/2026MONROE, NC
28110 Proration 0087600166 VHE6985 AUTHORIZED
COPELAND,
CHARLES
DANIEL
COPELAND,
CHARLES
DANIEL
STANCIL,
TANYA
BOLLENBECKER
3715 HAIGLER
RD
5/28/2026 5/29/2026
($4.57)
($1.92)
($0.43)
($0.18)
($1.58)
($10.88)
$19.56
($1.41)
$2.66
DAWSON,
MARGARET K
DAWSON,
MARGARET K 2000 SNIPE LN SHALLOTTE, NC
28470 Proration 0079050196 RDD9571 AUTHORIZED 744545130
Refund Generated due
to proration on Bill
#0079050196-2025-
2025-0000-00
Vehicle
Sold
Page 3 of 17
327
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($73.30)$0.00
200 VEHICLE FEE ($30.00)$0.00
500 TAX $48.31 $0.00
500 VEHICLE FEE $25.00 $0.00
028 TAX $7.66 $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 ($12.76)$0.00
021 TAX ($6.13)$0.00
003 TAX ($1.20)$0.00
005 TAX ($0.51)$0.00
004 TAX ($4.41)$0.00
002 TAX ($30.40)$0.00
Refund
001 TAX ($10.94)$0.00
600 TAX ($16.55)$0.00
023 TAX ($4.16)$0.00
003 TAX ($1.03)$0.00
005 TAX ($0.44)$0.00
004 TAX ($3.78)$0.00
002 TAX ($26.07)$0.00
Refund
001 TAX ($5.57)$0.00
019 TAX ($2.46)$0.00
003 TAX ($0.52)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.92)$0.00
002 TAX ($13.26)$0.00
Refund
001 TAX ($49.09)$0.00
021 TAX ($23.58)$0.00
003 TAX ($4.63)$0.00
005 TAX ($1.96)$0.00
004 TAX ($16.99)$0.00
002 TAX ($116.95)$0.00
Refund
001 TAX ($3.52)$0.00
200 TAX ($13.75)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.33)$0.00
005 TAX ($0.14)$0.00
004 TAX ($1.21)$0.00
002 TAX ($8.37)$0.00
Refund
001 TAX ($2.79)$0.00
600 TAX ($3.17)$0.00
023 TAX ($0.88)$0.00
003 TAX ($0.30)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.50)$0.00
002 TAX ($6.41)$0.00
Refund
001 TAX ($34.93)$0.00
015 TAX ($14.73)$0.00
003 TAX ($3.29)$0.00
005 TAX ($1.40)$0.00
004 TAX ($12.09)$0.00
002 TAX ($83.24)$0.00
Refund
001 TAX ($0.40)$0.00
600 TAX ($0.46)$0.00
019 TAX ($0.16)$0.00
003 TAX ($0.04)$0.00
005 TAX ($0.01)$0.00
004 TAX ($0.07)$0.00
002 TAX ($0.93)$0.00
Refund
$7.66
$0.00
$0.00
$0.00
$0.00
$0.00
($73.30)
($30.00)
$48.31
$25.00
1236980050
Refund Generated due
to adjustment on
Bill #0090440307-
2025-2025-0000
Situs error 5/14/2026WAXHAW, NC
28173
Adjustment <
$100 0090440307 WBD7207 PENDING
($12.76)
($6.13)
($1.20)
($0.51)
($4.41)
($30.40)
$55.41
$22.33
DEFRANCO,
CHRISTOPHER
ANTHONY
DEFRANCO,
CHRISTOPHER
ANTHONY
510 BAUCOM
DEESE RD
MONROE, NC
28110
Adjustment <
$100 0091059935 CS64909 PENDING 741745206
Refund Generated due
to adjustment on
Bill #0091059935-
2025-2025-0000-00
Over
Assessment 5/11/2026
DEAN, DONALD
ARTHUR JR
DEAN, DONALD
ARTHUR JR
437 N CHRUCH
STREET APT 204
($10.94)
($16.55)
($4.16)
($1.03)
($0.44)864083766
Refund Generated due
to proration on Bill
#0089046890-2025-
2025-0000-00
Vehicle
Sold 5/4/2026 5/5/2026INDIAN TRAIL,
NC 28079 Proration 0089046890 NSD2609 AUTHORIZEDDUNDORF, JOHN
CONRAD JR
DUNDORF, JOHN
CONRAD JR
405 STEPHEN
FOSTER WAY
Vehicle
Sold 5/4/2026 5/5/2026
($5.57)
($2.46)
($0.52)
($0.22)
($1.92)
($13.26)
$23.95
($3.78)
($26.07)
$62.97
EAST, LILLIAN
HONG MONTALVO
EAST, LILLIAN
HONG MONTALVO
1011 HINSON
FOREST RD
MONROE, NC
28110 Proration 0074977637 8P4420 AUTHORIZED 740645028
Refund Generated due
to proration on Bill
#0074977637-2025-
2025-0000-00
($49.09)
($23.58)
($4.63)
($1.96)
($16.99)
742186926
Refund Generated due
to proration on Bill
#0070510383-2025-
2025-0000-00
Vehicle
Sold 5/14/2026 5/15/2026MONROE, NC
28110 Proration 0070510383 KEW1292 AUTHORIZED
EFIRD,
JENNIFER
MICHELLE
EFIRD,
JENNIFER
MICHELLE
3313
SINCERITY RD
5/20/2026
($3.52)
($13.75)
$0.00
($0.33)
($0.14)
($1.21)
($8.37)
$27.32
($116.95)
$213.20
ELKAZAZ,
USAMA AHMED
ELKAZAZ,
USAMA AHMED 211 WILSON ST MONROE, NC
28112
Adjustment <
$100 0073129888 KJD7723 PENDING 867009353
Refund Generated due
to adjustment on
Bill #0073129888-
2025-2025-0000-00
Over
Assessment
($2.79)
($3.17)
($0.88)
($0.30)
($0.07)868227241
Refund Generated due
to proration on Bill
#0072505478-2024-
2024-0000-00
Vehicle
Sold 5/26/2026 5/27/2026INDIAN TRAIL,
NC 28079 Proration 0072505478 TDV5231 AUTHORIZEDEMBREY, MARK
ALLEN
EMBREY, MARK
ALLEN
3800 EDGEVIEW
DR
Vehicle
Sold 5/26/2026 5/27/2026
($34.93)
($14.73)
($3.29)
($1.40)
($12.09)
($83.24)
$149.68
($0.50)
($6.41)
$14.12
EPSTEIN, AMY
L
EPSTEIN, AMY
L
EPSTEIN, MARK
A
6027 WALDORF
AVE
MONROE, NC
28110 Proration 0075456602 KMS4021 AUTHORIZED 744195810
Refund Generated due
to proration on Bill
#0075456602-2025-
2025-0000-00
($0.40)
($0.46)
($0.16)
($0.04)
($0.01)865395209
Refund Generated due
to proration on Bill
#0017913596-2024-
2024-0000-00
Vehicle
Sold 5/12/2026 5/13/2026MONROE, NC
28110 Proration 0017913596 TVV3207 AUTHORIZEDFECKER,
JEREMY GENE
FECKER,
JEREMY GENE
2005 PLANTERS
KNOLL DR
($0.07)
($0.93)
$2.07
Page 4 of 17
328
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($5.68)$0.00
200 TAX ($22.23)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.53)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.97)$0.00
002 TAX ($13.53)$0.00
Refund
001 TAX ($20.95)$0.00
200 TAX ($82.03)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.98)$0.00
005 TAX ($0.84)$0.00
004 TAX ($7.25)$0.00
002 TAX ($49.93)$0.00
Refund
001 TAX ($1.73)$0.00
600 TAX ($1.96)$0.00
023 TAX ($0.54)$0.00
003 TAX ($0.18)$0.00
005 TAX ($0.04)$0.00
004 TAX ($0.31)$0.00
002 TAX ($3.97)$0.00
Refund
001 TAX ($30.06)$0.00
015 TAX ($12.68)$0.00
003 TAX ($2.83)$0.00
005 TAX ($1.20)$0.00
004 TAX ($10.40)$0.00
002 TAX ($71.61)$0.00
Refund
001 TAX ($3.57)$0.00
500 TAX ($9.22)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.46)$0.00
003 TAX ($0.33)$0.00
005 TAX ($0.14)$0.00
004 TAX ($1.23)$0.00
002 TAX ($8.51)$0.00
Refund
001 TAX ($15.00)$0.00
026 TAX ($4.06)$0.00
003 TAX ($1.41)$0.00
005 TAX ($0.60)$0.00
004 TAX ($5.19)$0.00
002 TAX ($35.73)$0.00
Refund
001 TAX ($9.99)$0.00
600 TAX ($15.11)$0.00
023 TAX ($3.80)$0.00
003 TAX ($0.94)$0.00
005 TAX ($0.40)$0.00
004 TAX ($3.46)$0.00
002 TAX ($23.80)$0.00
Refund
001 TAX ($11.58)$0.00
500 TAX ($29.88)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.74)$0.00
003 TAX ($1.09)$0.00
005 TAX ($0.47)$0.00
004 TAX ($4.01)$0.00
002 TAX ($27.59)$0.00
Refund
001 TAX ($2.95)$0.00
970 TAX ($0.59)$0.00
020 TAX ($1.21)$0.00
003 TAX ($0.28)$0.00
005 TAX ($0.12)$0.00
004 TAX ($1.02)$0.00
002 TAX ($7.03)$0.00
Refund
Vehicle
Sold 5/4/2026 5/5/2026
($5.68)
($22.23)
$0.00
($0.53)
($0.23)
($1.97)
($13.53)
$44.17
FITZGERALD,
ROBERT
MAURICE
FITZGERALD,
ROBERT
MAURICE
FITZGERALD,
THERESA D
1021
WATERVIEW LN
MONROE, NC
28110 Proration 0058645962 TEF5426 AUTHORIZED 864085845
Refund Generated due
to proration on Bill
#0058645962-2025-
2025-0000-00
($20.95)
($82.03)
$0.00
($1.98)
($0.84)863150876
Refund Generated due
to proration on Bill
#0068635730-2025-
2025-0000-00
Vehicle
Sold 5/1/2026 5/4/2026MONROE, NC
28110 Proration 0068635730 RAD2067 AUTHORIZEDFLORES LOPEZ,
JULIO CESAR
FLORES LOPEZ,
JULIO CESAR
OLAIZOLA
HERRERA,
ALBANY
JOHALEINES
2300 PEBBLE
CLOSE CT
Vehicle
Totalled 5/6/2026 5/7/2026
($1.73)
($1.96)
($0.54)
($0.18)
($0.04)
($0.31)
($3.97)
$8.73
($7.25)
($49.93)
$162.98
FRANCIS,
BRITTNEY
NICOLE
FRANCIS,
BRITTNEY
NICOLE
2004 BIKAR CT INDIAN TRAIL,
NC 28079 Proration 0076742302 EMC3152 AUTHORIZED 864385382
Refund Generated due
to proration on Bill
#0076742302-2024-
2024-0000-00
($30.06)
($12.68)
($2.83)
($1.20)
($10.40)
741295110
Refund Generated due
to proration on Bill
#0088747644-2025-
2025-0000-00
Vehicle
Sold 5/8/2026 5/11/2026WAXHAW, NC
28173 Proration 0088747644 SAFKJ AUTHORIZED
FREITAS,
FRANCISCO
ANTONIO
FREITAS,
FRANCISCO
ANTONIO
2003 KATIE
ALICE CIR
5/29/2026 6/1/2026
($3.57)
($9.22)
$0.00
($1.46)
($0.33)
($0.14)
($1.23)
($8.51)
$24.46
($71.61)
$128.78
FULTZ-BAZIN,
NINA
ANJANETTE
FULTZ-BAZIN,
NINA
ANJANETTE
4041 WHIPCORD
DR
WAXHAW, NC
28173 Proration 0088158291 K4W4II AUTHORIZED 993140152
Refund Generated due
to proration on Bill
#0088158291-2025-
2025-0000-00
Vehicle
Sold
($15.00)
($4.06)
($1.41)
($0.60)
($5.19)
742922382
Refund Generated due
to proration on Bill
#0087580841-2025-
2025-0000-00
Vehicle
Sold 5/19/2026 5/21/2026WAXHAW, NC
28173 Proration 0087580841 LKW2799 AUTHORIZEDGALLOWAY,
JASON WAYNE
GALLOWAY,
JASON WAYNE
6702 RENSHAW
CT
GHERIAFI,
SAMER JOSEPH
GHERIAFI,
SAMER JOSEPH
4000 LILY
POND CIR
5/12/2026 5/13/2026
($9.99)
($15.11)
($3.80)
($0.94)
($0.40)
($3.46)
($23.80)
$57.50
($35.73)
$61.99
GARCES, ROSA
MARIA
GARCES, ROSA
MARIA
1005
MENDENHALL ST
INDIAN TRAIL,
NC 28079 Proration 0080531426 LEF1199 AUTHORIZED 865396175
Refund Generated due
to proration on Bill
#0080531426-2025-
2025-0000-00
Vehicle
Sold
($0.47)
($4.01)
($27.59)
$79.36
($11.58)
($29.88)
$0.00
($4.74)
($1.09)992333024
Refund Generated due
to proration on Bill
#0087179641-2025-
2025-0000-00
Vehicle
Sold 5/27/2026 5/28/2026WAXHAW, NC
28173 Proration 0087179641 LKW1838 AUTHORIZED
($2.95)
($0.59)
($1.21)
($0.28)
($0.12)865395566
Refund Generated due
to proration on Bill
#0007022725-2025-
2025-0000-00
Vehicle
Sold 5/12/2026 5/13/2026INDIAN TRAIL,
NC 28079 Proration 0007022725 ZYN4136 AUTHORIZEDGLASCOCK,
PAMELA THOMAS
GLASCOCK,
PAMELA THOMAS
548 DOVEFIELD
DR
($1.02)
($7.03)
$13.20
Page 5 of 17
329
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($7.58)$0.00
800 TAX ($2.36)$0.00
026 TAX ($2.05)$0.00
003 TAX ($0.71)$0.00
005 TAX ($0.30)$0.00
004 TAX ($2.62)$0.00
002 TAX ($18.07)$0.00
Refund
001 TAX ($5.17)$0.00
600 TAX ($5.87)$0.00
023 TAX ($1.63)$0.00
003 TAX ($0.55)$0.00
005 TAX ($0.12)$0.00
004 TAX ($0.93)$0.00
002 TAX ($11.87)$0.00
Refund
001 TAX ($3.08)$0.00
700 TAX ($4.08)$0.00
023 TAX ($0.97)$0.00
003 TAX ($0.33)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.55)$0.00
002 TAX ($7.07)$0.00
Refund
001 TAX ($46.84)$0.00
990 TAX ($7.30)$0.00
015 TAX ($19.75)$0.00
003 TAX ($4.42)$0.00
005 TAX ($1.88)$0.00
004 TAX ($16.21)$0.00
002 TAX ($111.59)$0.00
Refund
001 TAX ($32.41)$0.00
015 TAX ($13.67)$0.00
003 TAX ($3.05)$0.00
005 TAX ($1.30)$0.00
004 TAX ($11.22)$0.00
002 TAX ($77.23)$0.00
Refund
001 TAX ($21.68)$0.00
019 TAX ($9.57)$0.00
003 TAX ($2.04)$0.00
005 TAX ($0.87)$0.00
004 TAX ($7.50)$0.00
002 TAX ($51.66)$0.00
Refund
001 TAX ($10.84)$0.00
019 TAX ($4.78)$0.00
003 TAX ($1.02)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.75)$0.00
002 TAX ($25.83)$0.00
Refund
001 TAX ($10.01)$0.00
200 TAX ($39.20)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.95)$0.00
005 TAX ($0.40)$0.00
004 TAX ($3.47)$0.00
002 TAX ($23.86)$0.00
Refund
001 TAX ($11.35)$0.00
500 TAX ($29.27)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.64)$0.00
003 TAX ($1.07)$0.00
005 TAX ($0.45)$0.00
004 TAX ($3.93)$0.00
002 TAX ($27.03)$0.00
Refund
Vehicle
Sold 5/11/2026 5/12/2026
($7.58)
($2.36)
($2.05)
($0.71)
($0.30)
($2.62)
($18.07)
$33.69
GOJE, ANIL
KUMAR
GOJE, ANIL
KUMAR
1205
LAFAYETTE
PARK LN
MATTHEWS, NC
28104 Proration 0075763995 EBJ8748 AUTHORIZED 865369435
Refund Generated due
to proration on Bill
#0075763995-2025-
2025-0000-00
($5.17)
($5.87)
($1.63)
($0.55)
($0.12)865641574
Refund Generated due
to proration on Bill
#0084538002-2024-
2024-0000-00
Vehicle
Sold 5/13/2026 5/14/2026CHARLOTTE, NC
28215 Proration 0084538002 VFL6300 AUTHORIZEDGOMEZ, JOSE
RAMON
GOMEZ, JOSE
RAMON
9751 WARDLEY
DR
Vehicle
Sold 5/4/2026 5/5/2026
($3.08)
($4.08)
($0.97)
($0.33)
($0.07)
($0.55)
($7.07)
$16.15
($0.93)
($11.87)
$26.14
HARRISON,
MAMIE
ELIZABETH
HARRISON,
MAMIE
ELIZABETH
1108
AFTERNOON SUN
RD
STALLINGS, NC
28104 Proration 0066838050 JJA8048 AUTHORIZED 864083507
Refund Generated due
to proration on Bill
#0066838050-2024-
2024-0000-00
($46.84)
($7.30)
($19.75)
($4.42)
($1.88)868636531
Refund Generated due
to proration on Bill
#0078111950-2025-
2025-0000-00
Vehicle
Sold 5/28/2026 5/29/2026WAXHAW, NC
28173 Proration 0078111950 TKR8382 AUTHORIZEDHASSINGER,
LUKE EVAN
HASSINGER,
LUKE EVAN
2203 POTTER
DOWNS DR
Vehicle
Sold 5/4/2026 5/5/2026
($32.41)
($13.67)
($3.05)
($1.30)
($11.22)
($77.23)
$138.88
($16.21)
($111.59)
$207.99
HATHCOCK,
ALEC BAILEY
HATHCOCK,
ALEC BAILEY 810 GLENN DR MONROE, NC
28110 Proration 0090329564 LFR9016 AUTHORIZED 740644836
Refund Generated due
to proration on Bill
#0090329564-2025-
2025-0000-00
($21.68)
($9.57)
($2.04)
($0.87)
($7.50)
742186896
Refund Generated due
to proration on Bill
#0090508983-2025-
2025-0000-00
Vehicle
Sold 5/14/2026 5/15/2026MONROE, NC
28110 Proration 0090508983 MCE8147 AUTHORIZEDHAYNES,
GLADYS
HAYNES,
GLADYS
210 LINDPOINT
LN
5/14/2026 5/15/2026
($10.84)
($4.78)
($1.02)
($0.43)
($3.75)
($25.83)
$46.65
($51.66)
$93.32
HAYNES,
WILLIE
HAYNES,
WILLIE
210 LINDPOINT
LN
MONROE, NC
28110 Proration 0073269801 FKP2192 AUTHORIZED 742186914
Refund Generated due
to proration on Bill
#0073269801-2025-
2025-0000-00
Vehicle
Sold
HILES, MARC
STEPHEN
HILES, MARC
STEPHEN
4105
CHRISTINE LN
UNIT D
WAXHAW, NC
28173 Proration 0073901205 6Z51BP AUTHORIZED 987869736
Refund Generated due
to proration on Bill
#0073901205-2025-
2025-0000-00
($10.01)
($39.20)
$0.00
($0.95)
($0.40)868291207
Refund Generated due
to proration on Bill
#0074815852-2025-
2025-0000-00
Vehicle
Totalled 5/27/2026 5/28/2026MONROE, NC
28110 Proration 0074815852 KKS1923 AUTHORIZED
HERRERA APAN,
RICARDO
ALEXIS
HERRERA APAN,
RICARDO
ALEXIS
3400 SAVANNAH
WAY
Vehicle
Sold 5/6/2026 5/7/2026
($11.35)
($29.27)
$0.00
($4.64)
($1.07)
($0.45)
($3.93)
($27.03)
$77.74
($3.47)
($23.86)
$77.89
Page 6 of 17
330
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($13.57)$0.00
700 TAX ($22.81)$0.00
700 VEHICLE FEE $0.00 $0.00
023 TAX ($5.15)$0.00
003 TAX ($1.28)$0.00
005 TAX ($0.54)$0.00
004 TAX ($4.69)$0.00
002 TAX ($32.32)$0.00
Refund
001 TAX ($21.12)$0.00
500 TAX ($54.49)$0.00
500 VEHICLE FEE ($25.00)$0.00
028 TAX ($8.64)$0.00
003 TAX ($1.99)$0.00
005 TAX ($0.85)$0.00
004 TAX ($7.31)$0.00
002 TAX ($50.32)$0.00
Refund
001 TAX ($10.62)$0.00
023 TAX ($4.03)$0.00
003 TAX ($1.00)$0.00
005 TAX ($0.42)$0.00
004 TAX ($3.68)$0.00
002 TAX ($25.32)$0.00
Refund
001 TAX ($1.54)$0.00
980 TAX ($0.19)$0.00
021 TAX ($0.64)$0.00
003 TAX ($0.16)$0.00
005 TAX ($0.04)$0.00
004 TAX ($0.27)$0.00
002 TAX ($3.53)$0.00
Refund
001 TAX ($26.50)$0.00
026 TAX ($7.17)$0.00
003 TAX ($2.50)$0.00
005 TAX ($1.06)$0.00
004 TAX ($9.17)$0.00
002 TAX ($63.14)$0.00
Refund
001 TAX ($14.02)($0.71)
026 TAX ($3.79)($0.19)
003 TAX ($1.32)($0.06)
005 TAX ($0.56)($0.03)
004 TAX ($4.85)($0.24)
002 TAX ($33.40)($1.67)
Refund
001 TAX ($12.40)$0.00
028 TAX ($5.07)$0.00
003 TAX ($1.17)$0.00
005 TAX ($0.50)$0.00
004 TAX ($4.29)$0.00
002 TAX ($29.55)$0.00
Refund
001 TAX ($1.88)$0.00
500 TAX ($4.85)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.77)$0.00
003 TAX ($0.18)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.65)$0.00
002 TAX ($4.48)$0.00
Refund
001 TAX ($4.16)$0.00
500 TAX ($10.74)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.70)$0.00
003 TAX ($0.39)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.44)$0.00
002 TAX ($9.92)$0.00
Refund
HOOK, DIANE
LOUISE
HOOK, DIANE
LOUISE
HOOK, LARRY
DOUGLAS
470 SALMON
WAY
($0.54)
($4.69)
($32.32)
$80.36
($13.57)
($22.81)
$0.00
($5.15)
($1.28)989840336
Refund Generated due
to proration on Bill
#0080722285-2025-
2025-0000-00
Vehicle
Sold 5/15/2026 5/18/2026MATTHEWS, NC
28104 Proration 0080722285 FLT9819 AUTHORIZEDHINDMAN,
KATHY PLUMMER
HINDMAN,
KATHY PLUMMER
3609 WILD
ROSE CT
($0.85)
($7.31)
($50.32)
$169.72
($21.12)
($54.49)
($25.00)
($8.64)
($1.99)988392824
Refund Generated due
to proration on Bill
#0040817585-2025-
2025-0000-00
Reg . Out
of state 5/8/2026 5/11/2026CORVALLIS, MT
59828 Proration 0040817585 2DAYSB AUTHORIZED
($10.62)
($4.03)
($1.00)
($0.42)
($3.68)
742379922
Refund Generated due
to proration on Bill
#0074374416-2025-
2025-0000-00
Vehicle
Sold 5/15/2026 5/18/2026MONROE, NC
28110 Proration 0074374416 KY8116 AUTHORIZED
HOOPAUGH
GRADING
COMPANYLLC
HOOPAUGH
GRADING
COMPANYLLC
4006 VAN DKYE
CT
5/20/2026 5/21/2026
($1.54)
($0.19)
($0.64)
($0.16)
($0.04)
($0.27)
($3.53)
$6.37
($25.32)
$45.07
HUNNICUTT,
ANITA ANN
HUNNICUTT,
ANITA ANN
5701
BENTGRASS CT
MONROE, NC
28110 Proration 0059403235 VBD6392 AUTHORIZED 867010095
Refund Generated due
to proration on Bill
#0059403235-2024-
2024-0000-00
Vehicle
Sold
IANNETTO,
JAKE ANDREW
IANNETTO,
JAKE ANDREW
5725 LINDLEY
CRESCENT DR
INDIAN TRAIL,
NC 28079 Proration 0086379424 VS3293 AUTHORIZED 739843734
Refund Generated due
to proration on Bill
#0086379424-2025-
2025-0000-00
Vehicle
Sold
($26.50)
($7.17)
($2.50)
($1.06)
($9.17)
742922262
Refund Generated due
to proration on Bill
#0088645337-2025-
2025-0000-00
Vehicle
Sold 5/19/2026 5/21/2026MONROE, NC
28110 Proration 0088645337 LMT6958 AUTHORIZEDHUNT, WILLIAM
SCOTT
HUNT, WILLIAM
SCOTT
5103 TRINITY
TRACE LN
IVERSON,
CRAIG ALAN
316 COLD
SPRING RD
5/1/2026 5/4/2026
($14.73)
($3.98)
($1.38)
($0.59)
($5.09)
($35.07)
$60.84
($63.14)
$109.54
($29.55)
$52.98
JG FLEET LLC JG FLEET LLC 4000 LILY
POND CIR
WAXHAW, NC
28173 Proration 0087339397 LKC2717 AUTHORIZED 992333032
Refund Generated due
to proration on Bill
#0087339397-2025-
2025-0000-00
Vehicle
Sold
($12.40)
($5.07)
($1.17)
($0.50)
($4.29)
740901720
Refund Generated due
to proration on Bill
#0080794707-2025-
2025-0000-00
Vehicle
Sold 5/6/2026 5/7/2026MILTON, VT
05468 Proration 0080794707 CAICT AUTHORIZEDIVERSON,
CRAIG ALAN
JG FLEET LLC JG FLEET LLC 4000 LILY
POND CIR
5/27/2026 5/28/2026
($1.88)
($4.85)
$0.00
($0.77)
($0.18)
($0.08)
($0.65)
($4.48)
$12.89
($0.17)
($1.44)
($9.92)
$28.52
($4.16)
($10.74)
$0.00
($1.70)
($0.39)992333072
Refund Generated due
to proration on Bill
#0087959590-2025-
2025-0000-00
Vehicle
Sold 5/27/2026 5/28/2026WAXHAW, NC
28173 Proration 0087959590 VHY6057 AUTHORIZED
Page 7 of 17
331
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($20.78)$0.00
600 TAX ($31.43)$0.00
023 TAX ($7.89)$0.00
003 TAX ($1.96)$0.00
005 TAX ($0.83)$0.00
004 TAX ($7.20)$0.00
002 TAX ($49.52)$0.00
Refund
001 TAX ($17.98)$0.00
600 TAX ($27.19)$0.00
023 TAX ($6.83)$0.00
003 TAX ($1.69)$0.00
005 TAX ($0.72)$0.00
004 TAX ($6.22)$0.00
002 TAX ($42.84)$0.00
Refund
001 TAX ($2.95)$0.00
500 TAX ($6.96)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.94)$0.00
003 TAX ($0.32)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.53)$0.00
002 TAX ($6.77)$0.00
Refund
001 TAX ($12.70)$0.00
970 TAX ($2.54)$0.00
026 TAX ($3.43)$0.00
003 TAX ($1.20)$0.00
005 TAX ($0.51)$0.00
004 TAX ($4.39)$0.00
002 TAX ($30.25)$0.00
Refund
001 TAX ($17.14)$0.00
600 TAX ($25.94)$0.00
019 TAX ($7.57)$0.00
003 TAX ($1.62)$0.00
005 TAX ($0.69)$0.00
004 TAX ($5.93)$0.00
002 TAX ($40.85)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($49.90)$0.00
200 VEHICLE FEE ($30.00)$0.00
300 TAX $28.35 $0.00
300 VEHICLE FEE $25.00 $0.00
022 TAX $8.15 $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 ($21.22)$0.00
700 TAX ($28.08)$0.00
023 TAX ($6.66)$0.00
003 TAX ($2.28)$0.00
005 TAX ($0.51)$0.00
004 TAX ($3.80)$0.00
002 TAX ($48.65)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($97.24)$0.00
200 VEHICLE FEE ($30.00)$0.00
700 TAX $41.77 $0.00
700 VEHICLE FEE $25.00 $0.00
020 TAX $10.21 $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
JONES, JOHN
HENTON
JONES, GRACE
ANN
1016 FAIRBRAE
LN
($7.20)
($49.52)
$119.61
KANIA, STEVEN
MICHAEL
KANIA, STEVEN
MICHAEL
1012
WELLSCROFT RD
INDIAN TRAIL,
NC 28079 Proration 0080325519 RHN9046 AUTHORIZED 863151044
Refund Generated due
to proration on Bill
#0080325519-2025-
2025-0000-00
($20.78)
($31.43)
($7.89)
($1.96)
($0.83)865886238
Refund Generated due
to proration on Bill
#0073138395-2025-
2025-0000-00
Vehicle
Sold 5/14/2026 5/15/2026INDIAN TRAIL,
NC 28079 Proration 0073138395 JAX7883 AUTHORIZEDJONES, JOHN
HENTON
KELLY, SARAH
ANNE
KELLY, SARAH
ANNE 427 RICH ST
Vehicle
Sold 5/1/2026 5/4/2026
($17.98)
($27.19)
($6.83)
($1.69)
($0.72)
($6.22)
($42.84)
$103.47
($0.07)
($0.53)
($6.77)
$18.54
($2.95)
($6.96)
$0.00
($0.94)
($0.32)989839696
Refund Generated due
to proration on Bill
#0041787168-2024-
2024-0000-00
Vehicle
Sold 5/15/2026 5/18/2026ROCK HILL, SC
29730 Proration 0041787168 EKT4349 AUTHORIZED
($12.70)
($2.54)
($3.43)
($1.20)
($0.51)865395720
Refund Generated due
to proration on Bill
#0046660687-2025-
2025-0000-00
Vehicle
Sold 5/12/2026 5/13/2026WAXHAW, NC
28173 Proration 0046660687 PLP9441 AUTHORIZEDKETRON, DIANE
ELAINE
KETRON, DIANE
ELAINE
KETRON,
ANTHONY
STEPHEN
1214 DOBSON
DR
SLVG or
RBLT TTL 5/20/2026
($17.14)
($25.94)
($7.57)
($1.62)
($0.69)
($5.93)
($40.85)
$99.74
($4.39)
($30.25)
$55.02
KIRILLOVA,
NATALIA
SERGEYEVNA
KIRILLOVA,
NATALIA
SERGEYEVNA
2928
FAIRCROFT WAY
MONROE, NC
28110
Adjustment <
$100 0091156314 RLN9971 PENDING 867008373
Refund Generated due
to adjustment on
Bill #0091156314-
2025-2025-0000-00
$8.15
$0.00
$0.00
$0.00
$0.00
$0.00
($49.90)
($30.00)
$28.35
$25.00
1238959420
Refund Generated due
to adjustment on
Bill #0091194729-
2025-2025-0000
Situs error 5/21/2026WINGATE, NC
28174
Adjustment <
$100 0091194729 MDA7027 PENDING
5/15/2026
($21.22)
($28.08)
($6.66)
($2.28)
($0.51)
($3.80)
($48.65)
$111.20
$18.40
KRAFTSON,
JEFFREY SCOTT
KRAFTSON,
JEFFREY SCOTT
832 CLONMEL
DR
MATTHEWS, NC
28104 Proration 0072982829 KEC4180 AUTHORIZED 865885265
Refund Generated due
to proration on Bill
#0072982829-2024-
2024-0000-00
Vehicle
Sold 5/14/2026
KOTARA,
DANIELA TARA
KOTARA,
DANIELA TARA
102 W WILSON
ST BYRUM 912
$10.21
$0.00
$0.00
$0.00
$0.00
$0.00
($97.24)
($30.00)
$41.77
$25.00
1238959550
Refund Generated due
to adjustment on
Bill #0090984231-
2025-2025-0000
Situs error 5/21/2026MATTHEWS, NC
28104
Adjustment <
$100 0090984231 VBD5679 PENDING
$50.26
KURUWITA,
JANITH NIRMAL
KURUWITA,
JANITH NIRMAL
2917 MATTHEWS
INDIAN TRAI TRAIL RD
Page 8 of 17
332
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($9.32)$0.00
800 TAX ($2.91)$0.00
026 TAX ($2.52)$0.00
003 TAX ($0.87)$0.00
005 TAX ($0.37)$0.00
004 TAX ($3.23)$0.00
002 TAX ($22.21)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($10.74)$0.00
200 VEHICLE FEE ($30.00)$0.00
500 TAX $7.08 $0.00
500 VEHICLE FEE $25.00 $0.00
028 TAX $1.12 $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 ($7.27)$0.00
015 TAX ($3.06)$0.00
003 TAX ($0.68)$0.00
005 TAX ($0.29)$0.00
004 TAX ($2.51)$0.00
002 TAX ($17.31)$0.00
Refund
001 TAX ($4.21)$0.00
800 TAX ($0.64)$0.00
026 TAX ($1.03)$0.00
003 TAX ($0.45)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.75)$0.00
002 TAX ($9.66)$0.00
Refund
001 TAX ($3.42)$0.00
017 TAX ($1.23)$0.00
003 TAX ($0.37)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.61)$0.00
002 TAX ($7.84)$0.00
Refund
001 TAX ($3.70)$0.00
026 TAX ($1.00)$0.00
003 TAX ($0.35)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.28)$0.00
002 TAX ($8.82)$0.00
Refund
001 TAX ($37.96)$0.00
600 TAX ($57.41)$0.00
023 TAX ($14.42)$0.00
003 TAX ($3.58)$0.00
005 TAX ($1.52)$0.00
004 TAX ($13.14)$0.00
002 TAX ($90.45)$0.00
Refund
001 TAX ($39.16)($2.25)
500 TAX ($92.37)($5.32)
500 VEHICLE FEE $0.00 $0.00
028 TAX ($12.55)($0.72)
003 TAX ($4.20)($0.24)
005 TAX ($0.94)($0.05)
004 TAX ($7.01)($0.40)
002 TAX ($89.78)($5.17)
Refund
001 TAX ($42.12)$0.00
500 TAX ($108.67)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($17.24)$0.00
003 TAX ($3.97)$0.00
005 TAX ($1.68)$0.00
004 TAX ($14.57)$0.00
002 TAX ($100.36)$0.00
Refund
($9.32)
($2.91)
($2.52)
($0.87)
($0.37)
($3.23)
($22.21)
$41.43
LEE, JONATHAN
STEPHEN
LEE, JONATHAN
STEPHEN
629 LOCHAVEN
RD
WAXHAW, NC
28173
Adjustment <
$100 0090981576 MCH3808 PENDING 864625167
Refund Generated due
to adjustment on
Bill #0090981576-
2025-2025-0000-00
Over
Assessment 5/7/2026
$1.12
$0.00
$0.00
$0.00
$0.00
$0.00
($10.74)
($30.00)
$7.08
$25.00
1236629860
Refund Generated due
to adjustment on
Bill #0090966697-
2025-2025-0000
Situs error 5/13/2026WAXHAW, NC
28173
Adjustment <
$100 0090966697 MBD5858 PENDING
5/28/2026
($7.27)
($3.06)
($0.68)
($0.29)
($2.51)
($17.31)
$31.12
$7.54
LIPCSEY,
THOMAS JOHN
LIPCSEY,
THOMAS JOHN 2000 SNIPE LN SHALLOTTE, NC
28470 Proration 0086346381 LJM9362 AUTHORIZED 744250146
Refund Generated due
to proration on Bill
#0086346381-2025-
2025-0000-00
Vehicle
Sold 5/27/2026
LETT, ANNA
ALEXIS
LETT, ANNA
ALEXIS
401 E S MAIN
ST APT 228B
($4.21)
($0.64)
($1.03)
($0.45)
($0.10)864085656
Refund Generated due
to proration on Bill
#0072157394-2024-
2024-0000-00
Vehicle
Sold 5/4/2026 5/5/2026WAXHAW, NC
28173 Proration 0072157394 TLV4836 AUTHORIZEDLOMBARDO,
THOMAS STEVEN
LOMBARDO,
THOMAS STEVEN
6041
OXFORDSHIRE
RD
Vehicle
Totalled 5/7/2026 5/8/2026
($3.42)
($1.23)
($0.37)
($0.08)
($0.61)
($7.84)
$13.55
($0.75)
($9.66)
$16.84
LONG, RENEE
BROWER
LONG, RENEE
BROWER
LONG, ROBERT
LEE JR
4000 CHERRY
TREE DR
MONROE, NC
28110 Proration 0077151374 KJR8137 AUTHORIZED 741107142
Refund Generated due
to proration on Bill
#0077151374-2024-
2024-0000-00
($3.70)
($1.00)
($0.35)
($0.15)
($1.28)
744854562
Refund Generated due
to proration on Bill
#0007165325-2025-
2025-0000-00
Vehicle
Sold 5/29/2026 6/1/2026WAXHAW, NC
28173 Proration 0007165325 BEW6513 AUTHORIZEDLOPEZ, BRIAN
ANTONIO
LOPEZ, BRIAN
ANTONIO
2701 CREEK
MANOR DR
5/27/2026 5/28/2026
($37.96)
($57.41)
($14.42)
($3.58)
($1.52)
($13.14)
($90.45)
$218.48
($8.82)
$15.30
LOPEZ,
RICHARD JAMES
LOPEZ,
RICHARD JAMES
LOPEZ,
JESSICA
CATHERINE
1013 ONYX LN INDIAN TRAIL,
NC 28079 Proration 0070128033 KEB3024 AUTHORIZED 868291256
Refund Generated due
to proration on Bill
#0070128033-2025-
2025-0000-00
Vehicle
Sold
LOWE, GEORGE
THOMAS
LOWE, GEORGE
THOMAS
9005 OAKMERE
RD
($0.99)
($7.41)
($94.95)
$260.16
($41.41)
($97.69)
$0.00
($13.27)
($4.44)993139352
Refund Generated due
to proration on Bill
#0085292655-2024-
2024-0000-00
Vehicle
Sold 5/29/2026 6/1/2026WAXHAW, NC
28173 Proration 0085292655 KKL2108 AUTHORIZED
LOWE,
BRITTANY
TAYLOR
LOWE,
BRITTANY
TAYLOR
1130 WALBURY
HILL RD
($1.68)
($14.57)
($100.36)
$288.61
($42.12)
($108.67)
$0.00
($17.24)
($3.97)993139384
Refund Generated due
to proration on Bill
#0065291778-2025-
2025-0000-00
Vehicle
Sold 5/29/2026 6/1/2026WAXHAW, NC
28173 Proration 0065291778 RDR1392 AUTHORIZED
Page 9 of 17
333
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($32.34)$0.00
026 TAX ($8.74)$0.00
003 TAX ($3.05)$0.00
005 TAX ($1.30)$0.00
004 TAX ($11.19)$0.00
002 TAX ($77.05)$0.00
Refund
001 TAX ($33.60)$0.00
025 TAX ($13.33)$0.00
003 TAX ($3.17)$0.00
005 TAX ($1.34)$0.00
004 TAX ($11.62)$0.00
002 TAX ($80.05)$0.00
Refund
001 TAX ($32.67)$0.00
600 TAX ($49.42)$0.00
023 TAX ($12.41)$0.00
003 TAX ($3.08)$0.00
005 TAX ($1.31)$0.00
004 TAX ($11.31)$0.00
002 TAX ($77.84)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $5.93 $0.00
200 TAX ($15.36)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $1.49 $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 ($16.13)($0.82)
200 TAX ($63.14)($3.15)
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.52)($0.07)
005 TAX ($0.64)($0.03)
004 TAX ($5.58)($0.28)
002 TAX ($38.43)($1.92)
Refund
001 TAX ($7.01)$0.00
200 TAX ($27.41)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.66)$0.00
005 TAX ($0.28)$0.00
004 TAX ($2.43)$0.00
002 TAX ($16.69)$0.00
Refund
001 TAX ($15.04)$0.00
500 TAX ($38.83)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($6.16)$0.00
003 TAX ($1.42)$0.00
005 TAX ($0.60)$0.00
004 TAX ($5.20)$0.00
002 TAX ($35.85)$0.00
Refund
001 TAX ($23.19)$0.00
028 TAX ($9.49)$0.00
003 TAX ($2.19)$0.00
005 TAX ($0.93)$0.00
004 TAX ($8.03)$0.00
002 TAX ($55.26)$0.00
Refund
001 TAX ($14.61)$0.00
600 TAX ($22.10)$0.00
023 TAX ($5.55)$0.00
003 TAX ($1.38)$0.00
005 TAX ($0.58)$0.00
004 TAX ($5.06)$0.00
002 TAX ($34.81)$0.00
Refund
MASARU,
DUMITRU
MASARU,
DUMITRU
10612
LANCASTER HWY
WAXHAW, NC
28173 Proration 0076218112 KMP3311 AUTHORIZED 741978540
Refund Generated due
to proration on Bill
#0076218112-2025-
2025-0000-00
Vehicle
Totalled
($32.34)
($8.74)
($3.05)
($1.30)
($11.19)
741977670
Refund Generated due
to proration on Bill
#0074585764-2025-
2025-0000-00
Vehicle
Sold 5/13/2026 5/14/2026WAXHAW, NC
28173 Proration 0074585764 HLS4484 AUTHORIZEDMAHONEY,
SHANNON MARIE
MAHONEY,
SHANNON MARIE
8911
CREEKSTONE RD
MASSEY,
RONNIE LEE
240 PORTRAIT
WAY
5/13/2026 5/14/2026
($33.60)
($13.33)
($3.17)
($1.34)
($11.62)
($80.05)
$143.11
($77.05)
$133.67
($11.31)
($77.84)
$188.04
MENDES
SOARES,
LUCIANE FELIX
MENDES
SOARES,
LUCIANE FELIX
3507
BROOKSTONE
TRL
INDIAN TRAIL,
NC 28079
Adjustment <
$100 0090527794 WBD7099 PENDING 1112966955
Refund Generated due
to adjustment on
Bill #0090527794-
2025-2025-0000
($32.67)
($49.42)
($12.41)
($3.08)
($1.31)863150729
Refund Generated due
to proration on Bill
#0089352263-2025-
2025-0000-00
Vehicle
Sold 5/1/2026 5/4/2026INDIAN TRAIL,
NC 28079 Proration 0089352263 VHZ4147 AUTHORIZEDMASSEY,
RONNIE LEE
MERCER,
LAUWREN KIAH
2777 OLDFIELD
DR
Situs error 5/13/2026
$0.00
$5.93
($15.36)
($30.00)
$1.49
$0.00
$0.00
$0.00
$0.00
$37.94
($5.86)
($40.35)
$131.71
MERINO, NANCY MERINO, NANCY 2027 PLEASANT
KNOLL LN
MONROE, NC
28112
Adjustment <
$100 0064358636 VBF5713 PENDING 864084347
Refund Generated due
to adjustment on
Bill #0064358636-
2025-2025-0000-00
($16.95)
($66.29)
$0.00
($1.59)
($0.67)866700604
Refund Generated due
to proration on Bill
#0080440688-2025-
2025-0000-00
Vehicle
Sold 5/18/2026 5/19/2026MONROE, NC
28110 Proration 0080440688 RJL6931 AUTHORIZEDMERCER,
LAUWREN KIAH
MILES, MARIE
NELL
MILES, MARIE
NELL MILES, DANNY 1201
LIGHTWOOD RD
Over
Assessment 5/4/2026
($7.01)
($27.41)
$0.00
($0.66)
($0.28)
($2.43)
($16.69)
$54.48
($0.60)
($5.20)
($35.85)
$103.10
($15.04)
($38.83)
$0.00
($6.16)
($1.42)991167000
Refund Generated due
to proration on Bill
#0057323474-2025-
2025-0000-00
Vehicle
Sold 5/21/2026 5/26/2026WAXHAW, NC
28173 Proration 0057323474 15K5DV AUTHORIZED
($23.19)
($9.49)
($2.19)
($0.93)
($8.03)
744249726
Refund Generated due
to adjustment on
Bill #0091162241-
2025-2025-0000-00
Over
Assessment 5/27/2026WAXHAW, NC
28173
Adjustment <
$100 0091162241 VFL7142 PENDING
MILLER,
KENNETH
ROBERT
MILLER,
KENNETH
ROBERT
MILLER,
BARBARA MARY
1135 MEANDER
LN
5/1/2026
($14.61)
($22.10)
($5.55)
($1.38)
($0.58)
($5.06)
($34.81)
$84.09
($55.26)
$99.09
MOORE
ENTERPRISES
LEASINGINC
MOORE
ENTERPRISES
LEASINGINC
5638 CANNON
DR
MONROE, NC
28110
Adjustment <
$100 0089250089 VJ8573 PENDING 863151086
Refund Generated due
to adjustment on
Bill #0089250089-
2025-2025-0000-00
Over
Assessment
Page 10 of 17
334
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($15.14)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $2.47 $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 ($10.14)($0.51)
019 TAX ($4.48)($0.23)
003 TAX ($0.96)($0.04)
005 TAX ($0.40)($0.02)
004 TAX ($3.51)($0.17)
002 TAX ($24.16)($1.21)
Refund
001 TAX $0.00 $0.00
600 TAX $10.20 $0.00
200 TAX ($26.40)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $2.56 $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 ($2.59)$0.00
970 TAX ($0.26)$0.00
026 TAX ($0.63)$0.00
003 TAX ($0.28)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.46)$0.00
002 TAX ($5.95)$0.00
Refund
001 TAX ($9.53)$0.00
970 TAX ($1.91)$0.00
026 TAX ($2.57)$0.00
003 TAX ($0.90)$0.00
005 TAX ($0.38)$0.00
004 TAX ($3.30)$0.00
002 TAX ($22.72)$0.00
Refund
001 TAX ($3.59)$0.00
021 TAX ($1.49)$0.00
003 TAX ($0.39)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.64)$0.00
002 TAX ($8.24)$0.00
Refund
001 TAX ($30.43)$0.00
800 TAX ($9.47)$0.00
026 TAX ($8.23)$0.00
003 TAX ($2.87)$0.00
005 TAX ($1.22)$0.00
004 TAX ($10.53)$0.00
002 TAX ($72.50)$0.00
Refund
001 TAX ($4.68)$0.00
023 TAX ($1.47)$0.00
003 TAX ($0.50)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.84)$0.00
002 TAX ($10.74)$0.00
Refund
001 TAX ($3.28)$0.00
970 TAX ($0.66)$0.00
026 TAX ($0.89)$0.00
003 TAX ($0.31)$0.00
005 TAX ($0.13)$0.00
004 TAX ($1.14)$0.00
002 TAX ($7.81)$0.00
Refund
MORALES,
NATALIE
MORALES,
NATALIE
4617 HIGHWAY
74 E APT B $0.00
$0.00
$0.00
$42.67
$0.00
($15.14)
($30.00)
$2.47
$0.00991167440
Refund Generated due
to adjustment on
Bill #0091092998-
2025-2025-0000
Situs error 5/21/2026WINGATE, NC
28174
Adjustment <
$100 0091092998 MDA6741 PENDING
($10.65)
($4.71)
($1.00)
($0.42)
($3.68)
741746850
Refund Generated due
to proration on Bill
#0076234271-2025-
2025-0000-00
Vehicle
Sold 5/11/2026 5/12/2026MONROE, NC
28110 Proration 0076234271 VCV8162 AUTHORIZEDMOSER, JOYCE
PRESSLEY
MOSER, JOYCE
PRESSLEY
MOSER, WAYNE
THOMAS
3708 DUSTY
HOLLOW RD
5/13/2026
$0.00
$10.20
($26.40)
($30.00)
$2.56
$0.00
$0.00
$0.00
$0.00
$43.64
($25.37)
$45.83
MOZHELYUK,
MAKSIM
LEONIDOVICH
MOZHELYUK,
MAKSIM
LEONIDOVICH
1024 FARM
BRANCH CT
INDIAN TRAIL,
NC 28079
Adjustment <
$100 0090945758 VCL6832 PENDING 1112966982
Refund Generated due
to adjustment on
Bill #0090945758-
2025-2025-0000
Situs error
($2.59)
($0.26)
($0.63)
($0.28)
($0.06)865641511
Refund Generated due
to proration on Bill
#0017957666-2024-
2024-0000-00
Vehicle
Sold 5/13/2026 5/14/2026WAXHAW, NC
28173 Proration 0017957666 WYW7930 AUTHORIZED
MUCKELVENE,
CHARICE
HUGHES
MUCKELVENE,
CHARICE
HUGHES
6806 WESLEY
GLEN DR
Vehicle
Totalled 5/8/2026 5/11/2026
($9.53)
($1.91)
($2.57)
($0.90)
($0.38)
($3.30)
($22.72)
$41.31
($0.46)
($5.95)
$10.23
OBEID, FIRAS
HICHAM
OBEID, FIRAS
HICHAM
1100
WAYNEWOOD DR
WAXHAW, NC
28173 Proration 0077025930 LBD9004 AUTHORIZED 864843728
Refund Generated due
to proration on Bill
#0077025930-2025-
2025-0000-00
($3.59)
($1.49)
($0.39)
($0.09)
($0.64)
741295032
Refund Generated due
to proration on Bill
#0076743843-2024-
2024-0000-00
Vehicle
Sold 5/8/2026 5/11/2026MONROE, NC
28110 Proration 0076743843 VAE4932 AUTHORIZEDODAR, MANUEL
ALEJANDRO
ODAR, MANUEL
ALEJANDRO
2007
PARROTHEAD DR
5/1/2026 5/4/2026
($30.43)
($9.47)
($8.23)
($2.87)
($1.22)
($10.53)
($72.50)
$135.25
($8.24)
$14.44
OGENE, JUDE
CHIDI
OGENE, JUDE
CHIDI
1602
PEARLSTONE LN
MATTHEWS, NC
28104 Proration 0063650525 JKD2855 AUTHORIZED 863150715
Refund Generated due
to proration on Bill
#0063650525-2025-
2025-0000-00
Vehicle
Sold
($4.68)
($1.47)
($0.50)
($0.11)
($0.84)
739843674
Refund Generated due
to proration on Bill
#0026576797-2024-
2024-0000-00
Vehicle
Sold 5/1/2026 5/4/2026INDIAN TRAIL,
NC 28079 Proration 0026576797 CLE3953 AUTHORIZED
OLIVER,
JACQUELINE
BULL
OLIVER,
JACQUELINE
BULL
5715
HILLCREST CIR
5/21/2026 5/26/2026
($3.28)
($0.66)
($0.89)
($0.31)
($0.13)
($1.14)
($7.81)
$14.22
($10.74)
$18.34
OLSON, ERIK
RONALD DUANE
OLSON, ERIK
RONALD DUANE
901 HIDDEN
POND LN
WAXHAW, NC
28173 Proration 0088553328 1B018 AUTHORIZED 867272917
Refund Generated due
to proration on Bill
#0088553328-2025-
2025-0000-00
Vehicle
Sold
Page 11 of 17
335
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($18.12)$0.00
500 TAX ($46.75)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.41)$0.00
003 TAX ($1.71)$0.00
005 TAX ($0.72)$0.00
004 TAX ($6.27)$0.00
002 TAX ($43.17)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($14.48)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $1.56 $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 ($1.25)$0.00
200 TAX ($3.84)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.13)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.22)$0.00
002 TAX ($2.86)$0.00
Refund
001 TAX ($23.83)$0.00
800 TAX ($7.42)$0.00
026 TAX ($6.44)$0.00
003 TAX ($2.25)$0.00
005 TAX ($0.95)$0.00
004 TAX ($8.25)$0.00
002 TAX ($56.78)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $18.58 $0.00
200 TAX ($48.09)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $4.67 $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 ($16.85)$0.00
700 TAX ($22.31)$0.00
023 TAX ($5.29)$0.00
003 TAX ($1.81)$0.00
005 TAX ($0.40)$0.00
004 TAX ($3.01)$0.00
002 TAX ($38.64)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($73.35)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $11.99 $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 ($22.40)$0.00
200 VEHICLE FEE ($30.00)$0.00
028 TAX $2.34 $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
PATTEE,
CLOVIA MAY
PATTEE,
CLOVIA MAY
5718
VERRAZANO DR
($0.72)
($6.27)
($43.17)
$124.15
($18.12)
($46.75)
$0.00
($7.41)
($1.71)988392904
Refund Generated due
to proration on Bill
#0080915953-2025-
2025-0000-00
Vehicle
Sold 5/8/2026 5/11/2026WAXHAW, NC
28173 Proration 0080915953 LDC6451 AUTHORIZED
PANDYA,
ROOPAK
RAJENDRA
PANDYA,
ROOPAK
RAJENDRA
4306
OVERBECKS LN
PATTERSON,
MADDISON LEE 4408 FOX RD
$0.00
$0.00
$0.00
$42.92
$0.00
($14.48)
($30.00)
$1.56
$0.00989303952
Refund Generated due
to adjustment on
Bill #0090528570-
2025-2025-0000
Situs error 5/13/2026WAXHAW, NC
28173
Adjustment <
$100 0090528570 WAH9296 PENDING
($0.22)
($2.86)
$8.33
PEIRANO, MARK
JOSEPH
PEIRANO, MARK
JOSEPH
3520
HONEYSUCKLE
DR
MATTHEWS, NC
28104 Proration 0082804797 LHZ1102 AUTHORIZED 864117527
Refund Generated due
to proration on Bill
#0082804797-2025-
2025-0000-00
($1.25)
($3.84)
$0.00
($0.13)
($0.03)865641490
Refund Generated due
to proration on Bill
#0084669791-2024-
2024-0000-00
Vehicle
Sold 5/13/2026 5/14/2026LENOIR, NC
28645 Proration 0084669791 LHZ4440 AUTHORIZEDPATTERSON,
MADDISON LEE
PIRELA,
FREIDYS RAMON
PIRELA,
FREIDYS RAMON
4000 ALICE
FLAGG LN #104
Vehicle
Sold 5/5/2026 5/6/2026
($23.83)
($7.42)
($6.44)
($2.25)
($0.95)
($8.25)
($56.78)
$105.92
$0.00
$0.00
$0.00
$0.00
$54.84
$0.00
$18.58
($48.09)
($30.00)
$4.671112967909
Refund Generated due
to adjustment on
Bill #0090512665-
2025-2025-0000
Situs error 5/13/2026INDIAN TRAIL,
NC 28079
Adjustment <
$100 0090512665 WAT4752 PENDING
PRICE,
VIRGINA
PREVATTE
PRICE,
VIRGINA
PREVATTE
GASKINS,
SHIRLEY MARIE
113 S FOREST
HILLS SCHOOL
RD
MARSHVILLE,
NC 28103
Adjustment <
$100 0090545109 MDA6002 PENDING 989584080
Refund Generated due
to adjustment on
Bill #0090545109-
2025-2025-0000
($16.85)
($22.31)
($5.29)
($1.81)
($0.40)864625762
Refund Generated due
to proration on Bill
#0084088883-2024-
2024-0000-00
Vehicle
Sold 5/7/2026 5/8/2026MATTHEWS, NC
28104 Proration 0084088883 3852VA AUTHORIZED
POWELL,
STEPHEN
ALEXANDER
POWELL,
STEPHEN
ALEXANDER
2100 COTTON
MILL CT
Situs error 5/14/2026
$0.00
($73.35)
($30.00)
$11.99
$0.00
$0.00
$0.00
$0.00
$91.36
($3.01)
($38.64)
$88.31
$0.00
$0.00
$0.00
$50.06
$0.00
($22.40)
($30.00)
$2.34
$0.00991167504
Refund Generated due
to adjustment on
Bill #0091002698-
2025-2025-0000
Situs error 5/21/2026WAXHAW, NC
28173
Adjustment <
$100 0091002698 MDA5977 PENDINGPURDON, ETHAN
PATRICK
PURDON, ETHAN
PATRICK 7601 RADIN RD
Page 12 of 17
336
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($7.83)$0.00
200 VEHICLE FEE ($30.00)$0.00
014 TAX $0.78 $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 ($17.47)$0.00
025 TAX ($6.93)$0.00
003 TAX ($1.65)$0.00
005 TAX ($0.70)$0.00
004 TAX ($6.04)$0.00
002 TAX ($41.62)$0.00
Refund
001 TAX ($13.64)$0.00
980 TAX ($2.43)$0.00
021 TAX ($6.55)$0.00
003 TAX ($1.28)$0.00
005 TAX ($0.55)$0.00
004 TAX ($4.72)$0.00
002 TAX ($32.49)$0.00
Refund
001 TAX ($0.82)$0.00
200 TAX ($3.23)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.07)$0.00
005 TAX ($0.04)$0.00
004 TAX ($0.28)$0.00
002 TAX ($1.96)$0.00
Refund
001 TAX ($2.25)$0.00
600 TAX ($2.55)$0.00
019 TAX ($0.88)$0.00
003 TAX ($0.24)$0.00
005 TAX ($0.05)$0.00
004 TAX ($0.40)$0.00
002 TAX ($5.15)$0.00
Refund
001 TAX ($30.56)$0.00
013 TAX ($4.70)$0.00
003 TAX ($2.88)$0.00
005 TAX ($1.22)$0.00
004 TAX ($10.58)$0.00
002 TAX ($72.81)$0.00
Refund
001 TAX ($18.15)$0.00
700 TAX ($24.03)$0.00
020 TAX ($5.95)$0.00
003 TAX ($1.95)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.25)$0.00
002 TAX ($41.63)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $19.41 $0.00
200 TAX ($50.25)$0.00
200 VEHICLE FEE ($30.00)$0.00
019 TAX $5.66 $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 ($13.64)$0.00
200 TAX ($53.39)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.28)$0.00
005 TAX ($0.55)$0.00
004 TAX ($4.72)$0.00
002 TAX ($32.49)$0.00
Refund
RAPE, ISAIAH
LEE
RAPE, ISAIAH
LEE
1208 EAST
SANDY RIDGE
RE $0.00
$0.00
$0.00
$37.05
$0.00
($7.83)
($30.00)
$0.78
$0.00991167432
Refund Generated due
to adjustment on
Bill #0091045219-
2025-2025-0000
Situs error 5/21/2026MONROE, NC
28112
Adjustment <
$100 0091045219 WBD7180 PENDING
($17.47)
($6.93)
($1.65)
($0.70)
($6.04)
741766794
Refund Generated due
to proration on Bill
#0070201223-2025-
2025-0000-00
Vehicle
Sold 5/12/2026 5/13/2026WAXHAW, NC
28173 Proration 0070201223 KDM6725 AUTHORIZEDRATHS, RHONDA
LYNN
RATHS, RHONDA
LYNN
6128 HAWK
VIEW RD
5/12/2026 5/13/2026
($13.64)
($2.43)
($6.55)
($1.28)
($0.55)
($4.72)
($32.49)
$61.66
($41.62)
$74.41
RICHARDSON,
JAMES TYLER
RICHARDSON,
JAMES TYLER
2410 FALCON
LN
MONROE, NC
28110 Proration 0081352334 LEN4247 AUTHORIZED 865394607
Refund Generated due
to proration on Bill
#0081352334-2025-
2025-0000-00
Vehicle
Sold
($0.82)
($3.23)
$0.00
($0.07)
($0.04)868997752
Refund Generated due
to proration on Bill
#0090934152-2025-
2025-0000-00
Vehicle
Sold 5/29/2026 6/1/2026MONROE, NC
28112 Proration 0090934152 WBD7156 AUTHORIZEDROGERS, JAMES
MATTHEW
ROGERS, JAMES
MATTHEW
407 E OLD
HIGHWAY 74
Vehicle
Sold 5/28/2026 5/29/2026
($2.25)
($2.55)
($0.88)
($0.24)
($0.05)
($0.40)
($5.15)
$11.52
($0.28)
($1.96)
$6.40
ROSE, EMILY
ELLEN
ROSE, EMILY
ELLEN
1014 EXODUS
CT
MONROE, NC
28110 Proration 0059407092 THC8786 AUTHORIZED 868635922
Refund Generated due
to proration on Bill
#0059407092-2024-
2024-0000-00
($30.56)
($4.70)
($2.88)
($1.22)
($10.58)
744194484
Refund Generated due
to proration on Bill
#0078123807-2025-
2025-0000-00
Vehicle
Sold 5/26/2026 5/27/2026MONROE, NC
28112 Proration 0078123807 TZ4984 AUTHORIZEDROZLYVANOV,
DMYTRO
ROZLYVANOV,
DMYTRO
708 WINDING
BROOK RD
SAILER,
RYLEIGH
BROOKE
SAILER,
RYLEIGH
BROOKE
4810 VON CT
5/1/2026 5/4/2026
($18.15)
($24.03)
($5.95)
($1.95)
($0.43)
($3.25)
($41.63)
$95.39
($72.81)
$122.75
SAEED, HASHIM SAEED, HASHIM 3648 PRIVETTE
RD
MATTHEWS, NC
28104 Proration 0077274356 KJK2709 AUTHORIZED 863150974
Refund Generated due
to proration on Bill
#0077274356-2024-
2024-0000-00
Vehicle
Sold
$0.00
$0.00
$0.00
$0.00
$55.18
$0.00
$19.41
($50.25)
($30.00)
$5.661116291024
Refund Generated due
to adjustment on
Bill #0091225582-
2025-2025-0000
Situs error 5/26/2026MONROE, NC
28110
Adjustment <
$100 0091225582 WBC7810 PENDING
($13.64)
($53.39)
$0.00
($1.28)
($0.55)864625706
Refund Generated due
to proration on Bill
#0080889889-2025-
2025-0000-00
Vehicle
Sold 5/7/2026 5/8/2026MONROE, NC
28112 Proration 0080889889 KMT9445 AUTHORIZEDSAMANIEGO,
ERIC RICARDO
SAMANIEGO,
ERIC RICARDO
2542 TILLMAN
ST
($4.72)
($32.49)
$106.07
Page 13 of 17
337
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($1.70)$0.00
026 TAX ($0.41)$0.00
003 TAX ($0.18)$0.00
005 TAX ($0.04)$0.00
004 TAX ($0.30)$0.00
002 TAX ($3.90)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($16.98)$0.00
200 VEHICLE FEE ($30.00)$0.00
029 TAX $1.03 $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 ($22.75)$0.00
300 TAX ($50.60)$0.00
300 VEHICLE FEE $0.00 $0.00
022 TAX ($14.56)$0.00
003 TAX ($2.14)$0.00
005 TAX ($0.91)$0.00
004 TAX ($7.87)$0.00
002 TAX ($54.20)$0.00
Refund
001 TAX ($11.64)$0.00
200 TAX ($45.58)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.10)$0.00
005 TAX ($0.46)$0.00
004 TAX ($4.03)$0.00
002 TAX ($27.74)$0.00
Refund
001 TAX ($27.06)$0.00
015 TAX ($11.41)$0.00
003 TAX ($2.55)$0.00
005 TAX ($1.08)$0.00
004 TAX ($9.37)$0.00
002 TAX ($64.46)$0.00
Refund
001 TAX ($32.52)$0.00
500 TAX ($83.91)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($13.31)$0.00
003 TAX ($3.07)$0.00
005 TAX ($1.30)$0.00
004 TAX ($11.26)$0.00
002 TAX ($77.49)$0.00
Refund
001 TAX ($6.89)$0.00
600 TAX ($10.42)$0.00
020 TAX ($2.83)$0.00
003 TAX ($0.65)$0.00
005 TAX ($0.27)$0.00
004 TAX ($2.38)$0.00
002 TAX ($16.42)$0.00
Refund
001 TAX ($9.82)$0.00
026 TAX ($2.65)$0.00
003 TAX ($0.92)$0.00
005 TAX ($0.39)$0.00
004 TAX ($3.40)$0.00
002 TAX ($23.40)$0.00
Refund
001 TAX ($10.47)$0.00
600 TAX ($11.87)$0.00
020 TAX ($3.43)$0.00
003 TAX ($1.12)$0.00
005 TAX ($0.25)$0.00
004 TAX ($1.87)$0.00
002 TAX ($24.01)$0.00
Refund
Vehicle
Sold 5/8/2026 5/11/2026
($1.70)
($0.41)
($0.18)
($0.04)
($0.30)
($3.90)
$6.53
SANDHU, ROBIN
SINGH
SANDHU, ROBIN
SINGH
9123 UNBRIDLE
LN
WAXHAW, NC
28173 Proration 0071346191 KBN8323 AUTHORIZED 741294720
Refund Generated due
to proration on Bill
#0071346191-2024-
2024-0000-00
SENCION,
DIANA MARIA
SENCION,
DIANA MARIA
206 ASPIRE
CIR
$0.00
$0.00
$0.00
$45.95
$0.00
($16.98)
($30.00)
$1.03
$0.00991167464
Refund Generated due
to adjustment on
Bill #0091176763-
2025-2025-0000
Situs error 5/21/2026MONROE, NC
28112
Adjustment <
$100 0091176763 WBJ9982 PENDINGSEABOLT,
LARRY SETH
SEABOLT,
LARRY SETH
5531 W. M.
GRIFFIN RD
($0.91)
($7.87)
($54.20)
$153.03
($22.75)
($50.60)
$0.00
($14.56)
($2.14)989024000
Refund Generated due
to proration on Bill
#0087835532-2025-
2025-0000-00
Vehicle
Sold 5/12/2026 5/13/2026WINGATE, NC
28174 Proration 0087835532 LKW3724 AUTHORIZED
($11.64)
($45.58)
$0.00
($1.10)
($0.46)866742793
Refund Generated due
to proration on Bill
#0086689558-2025-
2025-0000-00
Vehicle
Totalled 5/19/2026 5/21/2026MONROE, NC
28110 Proration 0086689558 LKP3399 AUTHORIZED
SHADRINA,
VALERIIA
SERGEYE
SHADRINA,
VALERIIA
SERGEYE
4910 TRADD
CIR
SHIPLEY,
PHILLIP CARL
JR
SHIPLEY,
PHILLIP CARL
JR
SHIPLEY,
MELANIE JANE
8108 RED OAKS
TRL
Vehicle
Sold 5/26/2026 5/27/2026
($27.06)
($11.41)
($2.55)
($1.08)
($9.37)
($64.46)
$115.93
($4.03)
($27.74)
$90.55
SHEA, BRENDAN
PETER
SHEA, BRENDAN
PETER
811 ARMFIELD
ST
WAXHAW, NC
28173 Proration 0090613110 LBJ8388 AUTHORIZED 744193614
Refund Generated due
to proration on Bill
#0090613110-2025-
2025-0000-00
($1.30)
($11.26)
($77.49)
$222.86
($32.52)
($83.91)
$0.00
($13.31)
($3.07)988143680
Refund Generated due
to proration on Bill
#0074970273-2025-
2025-0000-00
Vehicle
Totalled 5/7/2026 5/8/2026WAXHAW, NC
28173 Proration 0074970273 REC1291 AUTHORIZED
($6.89)
($10.42)
($2.83)
($0.65)
($0.27)865394628
Refund Generated due
to proration on Bill
#0080853426-2025-
2025-0000-00
Vehicle
Sold 5/12/2026 5/13/2026INDIAN TRAIL,
NC 28079 Proration 0080853426 9J7401 AUTHORIZED
SIDDENKI,
SHRAVAN KUMAR
REDDY
SIDDENKI,
SHRAVAN KUMAR
REDDY
221 YELLOW
BIRCH DR
Vehicle
Sold 5/14/2026 5/15/2026
($9.82)
($2.65)
($0.92)
($0.39)
($3.40)
($23.40)
$40.58
($2.38)
($16.42)
$39.86
SOFIO,
WILLIAM
SOFIO,
WILLIAM
314 SKYECROFT
WAY
WAXHAW, NC
28173 Proration 0058051342 FKH3133 AUTHORIZED 742188498
Refund Generated due
to proration on Bill
#0058051342-2025-
2025-0000-00
($10.47)
($11.87)
($3.43)
($1.12)
($0.25)863151058
Refund Generated due
to proration on Bill
#0031935771-2024-
2024-0000-00
Vehicle
Sold 5/1/2026 5/4/2026CHARLOTTE, NC
28271 Proration 0031935771 YPF2668 AUTHORIZEDSPRINGS,
SANDRA PARKER
SPRINGS,
SANDRA PARKER
SPRINGS,
BRUCE EDWARD PO BOX 78931
($1.87)
($24.01)
$53.02
Page 14 of 17
338
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($13.05)$0.00
200 TAX ($51.07)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.23)$0.00
005 TAX ($0.52)$0.00
004 TAX ($4.52)$0.00
002 TAX ($31.08)$0.00
Refund
001 TAX ($35.74)$0.00
015 TAX ($15.07)$0.00
003 TAX ($3.37)$0.00
005 TAX ($1.43)$0.00
004 TAX ($12.37)$0.00
002 TAX ($85.17)$0.00
Refund
001 TAX ($5.46)($0.27)
029 TAX ($1.30)($0.07)
003 TAX ($0.51)($0.03)
005 TAX ($0.22)($0.01)
004 TAX ($1.89)($0.09)
002 TAX ($13.01)($0.65)
Refund
001 TAX $0.00 $0.00
200 TAX ($67.63)$0.00
200 VEHICLE FEE ($30.00)$0.00
017 TAX $10.96 $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 ($42.28)$0.00
026 TAX ($11.43)$0.00
003 TAX ($3.99)$0.00
005 TAX ($1.70)$0.00
004 TAX ($14.63)$0.00
002 TAX ($100.72)$0.00
Refund
001 TAX ($17.62)$0.00
015 TAX ($7.43)$0.00
003 TAX ($1.66)$0.00
005 TAX ($0.70)$0.00
004 TAX ($6.10)$0.00
002 TAX ($41.98)$0.00
Refund
001 TAX ($6.14)$0.00
970 TAX ($0.62)$0.00
026 TAX ($1.50)$0.00
003 TAX ($0.66)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.10)$0.00
002 TAX ($14.08)$0.00
Refund
001 TAX ($11.57)$0.00
900 TAX ($16.48)$0.00
023 TAX ($4.39)$0.00
003 TAX ($1.09)$0.00
005 TAX ($0.46)$0.00
004 TAX ($4.00)$0.00
002 TAX ($27.58)$0.00
Refund
001 TAX ($6.57)$0.00
600 TAX ($9.95)$0.00
020 TAX ($2.70)$0.00
003 TAX ($0.62)$0.00
005 TAX ($0.27)$0.00
004 TAX ($2.27)$0.00
002 TAX ($15.67)$0.00
Refund
001 TAX ($7.51)$0.00
600 TAX ($11.36)$0.00
020 TAX ($3.09)$0.00
003 TAX ($0.71)$0.00
005 TAX ($0.30)$0.00
004 TAX ($2.60)$0.00
002 TAX ($17.90)$0.00
Refund
Vehicle
Sold 5/8/2026 5/11/2026
($13.05)
($51.07)
$0.00
($1.23)
($0.52)
($4.52)
($31.08)
$101.47
SRIVASTAVA,
PUNEET
SRIVASTAVA,
PUNEET
4472 FAMILY
TRAIL DR
INDIAN LAND,
SC 29707 Proration 0090320602 WAT7274 AUTHORIZED 864843833
Refund Generated due
to proration on Bill
#0090320602-2025-
2025-0000-00
($35.74)
($15.07)
($3.37)
($1.43)
($12.37)
744195300
Refund Generated due
to proration on Bill
#0080749398-2025-
2025-0000-00
Vehicle
Sold 5/26/2026 5/27/2026MONROE, NC
28110 Proration 0080749398 RHP3271 AUTHORIZED
STACK,
TIMOTHY
GERARD
STACK,
TIMOTHY
GERARD
1031 SEVEN
SISTERS AVE
STONE,
STEPHEN KELLY
STONE,
STEPHEN KELLY 5915 HWU 205
5/20/2026 5/21/2026
($5.73)
($1.37)
($0.54)
($0.23)
($1.98)
($13.66)
$23.51
($85.17)
$153.15
STANFORD,
JOSEPH DUSTIN
STANFORD,
JOSEPH DUSTIN
2709 LATHAN
RD
MONROE, NC
28112 Proration 0086712754 KM9691 AUTHORIZED 743151528
Refund Generated due
to proration on Bill
#0086712754-2025-
2025-0000-00
Vehicle
Sold
$0.00
$0.00
$0.00
$86.67
$0.00
($67.63)
($30.00)
$10.96
$0.00987563840
Refund Generated due
to adjustment on
Bill #0090553663-
2025-2025-0000
Situs error 5/5/2026MARSHVILLE,
NC 28103
Adjustment <
$100 0090553663 WAW3180 PENDING
($42.28)
($11.43)
($3.99)
($1.70)
($14.63)
740901786
Refund Generated due
to proration on Bill
#0075802529-2025-
2025-0000-00
Vehicle
Sold 5/6/2026 5/7/2026WAXHAW, NC
28173 Proration 0075802529 JCC5497 AUTHORIZEDSWANSON,
STEPHEN PAUL
SWANSON,
STEPHEN PAUL
8107 SKYE
LOCHS DR
5/26/2026 5/27/2026
($17.62)
($7.43)
($1.66)
($0.70)
($6.10)
($41.98)
$75.49
($100.72)
$174.75
SYAL, RASHMI SYAL, RASHMI 15642 CANMORE
ST
CHARLOTTE, NC
28277 Proration 0079440825 RHN8211 AUTHORIZED 744193644
Refund Generated due
to proration on Bill
#0079440825-2025-
2025-0000-00
Vehicle
Sold
($6.14)
($0.62)
($1.50)
($0.66)
($0.15)865394740
Refund Generated due
to proration on Bill
#0078428478-2024-
2024-0000-00
Vehicle
Sold 5/12/2026 5/13/2026WAXHAW, NC
28173 Proration 0078428478 SNZ1707 AUTHORIZEDTAYLOR,
THOMAS EDWARD
TAYLOR,
THOMAS EDWARD
TAYLOR,
BONNIE
ALEXANDER
910 APPLEGATE
PKWY
Vehicle
Sold 5/8/2026 5/11/2026
($11.57)
($16.48)
($4.39)
($1.09)
($0.46)
($4.00)
($27.58)
$65.57
($1.10)
($14.08)
$24.25
TCHIKABERIDZE
, DAVITI
TCHIKABERIDZE
, DAVITI
6602 CONIFER
CIR
INDIAN TRAIL,
NC 28079 Proration 0087936965 FMX8776 AUTHORIZED 864843812
Refund Generated due
to proration on Bill
#0087936965-2025-
2025-0000-00
($6.57)
($9.95)
($2.70)
($0.62)
($0.27)866111085
Refund Generated due
to proration on Bill
#0016606079-2025-
2025-0000-00
Vehicle
Totalled 5/15/2026 5/18/2026MATTHEWS, NC
28104 Proration 0016606079 JDR6472 AUTHORIZEDTHOMAS, VICKY
LYNN
WILLIAMS,
VICKY LYNN
333 ROBINSON
AVE
Vehicle
Sold 5/11/2026 5/12/2026
($7.51)
($11.36)
($3.09)
($0.71)
($0.30)
($2.60)
($17.90)
$43.47
($2.27)
($15.67)
$38.05
UPADHYAY,
RINA
UPADHYAY,
RINA
UPADHYAY,
AJAY RAJ
2014 PUDDLE
POND RD
INDIAN TRAIL,
NC 28079 Proration 0088128685 LMH5605 AUTHORIZED 865370856
Refund Generated due
to proration on Bill
#0088128685-2025-
2025-0000-00
Page 15 of 17
339
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($12.99)$0.00
023 TAX ($4.94)$0.00
003 TAX ($1.22)$0.00
005 TAX ($0.52)$0.00
004 TAX ($4.49)$0.00
002 TAX ($30.95)$0.00
Refund
001 TAX ($2.06)$0.00
023 TAX ($0.78)$0.00
003 TAX ($0.19)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.71)$0.00
002 TAX ($4.91)$0.00
Refund
001 TAX ($2.37)$0.00
200 TAX ($7.29)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.25)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.42)$0.00
002 TAX ($5.42)$0.00
Refund
001 TAX ($14.82)$0.00
500 TAX ($38.26)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($6.07)$0.00
003 TAX ($1.40)$0.00
005 TAX ($0.59)$0.00
004 TAX ($5.13)$0.00
002 TAX ($35.32)$0.00
Refund
001 TAX ($13.71)($0.80)
500 TAX ($32.35)($1.86)
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.39)($0.25)
003 TAX ($1.47)($0.08)
005 TAX ($0.33)($0.02)
004 TAX ($2.45)($0.14)
002 TAX ($31.45)($1.80)
Refund
001 TAX ($37.27)$0.00
021 TAX ($17.90)$0.00
003 TAX ($3.51)$0.00
005 TAX ($1.49)$0.00
004 TAX ($12.90)$0.00
002 TAX ($88.79)$0.00
Refund
001 TAX ($11.25)$0.00
600 TAX ($17.02)$0.00
020 TAX ($4.62)$0.00
003 TAX ($1.06)$0.00
005 TAX ($0.45)$0.00
004 TAX ($3.89)$0.00
002 TAX ($26.82)$0.00
Refund
001 TAX ($7.31)$0.00
600 TAX ($11.06)$0.00
020 TAX ($3.01)$0.00
003 TAX ($0.69)$0.00
005 TAX ($0.29)$0.00
004 TAX ($2.53)$0.00
002 TAX ($17.43)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($42.59)$0.00
200 VEHICLE FEE ($30.00)$0.00
028 TAX $4.45 $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
VAZQUEZ-
GONZALEZ,
ALLAN KEVIN
VAZQUEZ-
GONZALEZ,
ALLAN KEVIN
5315 REID RD INDIAN TRAIL,
NC 28079
Adjustment <
$100 0091296964 MCH4550 PENDING 744854556
Refund Generated due
to adjustment on
Bill #0091296964-
2025-2025-0000-00
Over
Assessment
($12.99)
($4.94)
($1.22)
($0.52)
($4.49)
744854544
Refund Generated due
to adjustment on
Bill #0091297235-
2025-2025-0000-00
SLVG or
RBLT TTL 5/29/2026INDIAN TRAIL,
NC 28079
Adjustment <
$100 0091297235 MCH4551 PENDING
VAZQUEZ-
GONZALEZ,
ALLAN KEVIN
VAZQUEZ-
GONZALEZ,
ALLAN KEVIN
5315 REID RD
VOLC, TATIANA 4329 POPLIN
GROVE DR
5/29/2026
($2.06)
($0.78)
($0.19)
($0.08)
($0.71)
($4.91)
$8.73
($30.95)
$55.11
($0.42)
($5.42)
$15.81
WALSH, KELLY
LEIGH
WALSH, KELLY
LEIGH
5444 REDBUD
RD
LANCASTER, SC
29720 Proration 0069604277 JJW5866 AUTHORIZED 992260896
Refund Generated due
to proration on Bill
#0069604277-2025-
2025-0000-00
($2.37)
($7.29)
$0.00
($0.25)
($0.06)865371073
Refund Generated due
to proration on Bill
#0083771703-2024-
2024-0000-00
Vehicle
Sold 5/11/2026 5/12/2026INDIAN TRAIL,
NC 28079 Proration 0083771703 VFL5892 AUTHORIZEDVOLC, TATIANA
WALSH, KELLY
LEIGH
WALSH, KELLY
LEIGH
5444 REDBUD
RD
Reg . Out
of state 5/26/2026 5/27/2026
($14.82)
($38.26)
$0.00
($6.07)
($1.40)
($0.59)
($5.13)
($35.32)
$101.59
($0.35)
($2.59)
($33.25)
$91.10
($14.51)
($34.21)
$0.00
($4.64)
($1.55)992260904
Refund Generated due
to proration on Bill
#0085283791-2024-
2024-0000-00
Reg . Out
of state 5/26/2026 5/27/2026LANCASTER, SC
29720 Proration 0085283791 CLV8341 AUTHORIZED
WELTI, CRAIG
JUSTIN
WELTI, CRAIG
JUSTIN
WELTI, JUDY
AUSTIN
2337
WHISPERING
WAY
INDIAN TRAIL,
NC 28079 Proration 0062226187 TAH9118 AUTHORIZED 868228046
Refund Generated due
to proration on Bill
#0062226187-2025-
2025-0000-00
Vehicle
Sold
($37.27)
($17.90)
($3.51)
($1.49)
($12.90)
741107736
Refund Generated due
to proration on Bill
#0089934592-2025-
2025-0000-00
Vehicle
Sold 5/7/2026 5/8/2026MONROE, NC
28110 Proration 0089934592 REX2373 AUTHORIZEDWEAVER, RICKY
LEE
WEAVER, RICKY
LEE
WEAVER,
TERESA HARDEE
6021 BICKETT
RIDGE DR
WELTI, JUDY
AUSTIN
WELTI, CRAIG
JUSTIN
2337
WHISPERING
WAY
5/26/2026 5/27/2026
($11.25)
($17.02)
($4.62)
($1.06)
($0.45)
($3.89)
($26.82)
$65.11
($88.79)
$161.86
($2.53)
($17.43)
$42.32
WIEGMAN,
DAVID BOAZ
ELDERS
WIEGMAN,
DAVID BOAZ
ELDERS
7601 RADIN RD WAXHAW, NC
28173
Adjustment <
$100 0091169508 MDA6788 PENDING 991167520
Refund Generated due
to adjustment on
Bill #0091169508-
2025-2025-0000
($7.31)
($11.06)
($3.01)
($0.69)
($0.29)868227920
Refund Generated due
to proration on Bill
#0055747231-2025-
2025-0000-00
Vehicle
Sold 5/26/2026 5/27/2026INDIAN TRAIL,
NC 28079 Proration 0055747231 TAH9119 AUTHORIZEDWELTI, JUDY
AUSTIN
Situs error 5/21/2026
$0.00
($42.59)
($30.00)
$4.45
$0.00
$0.00
$0.00
$0.00
$68.14
Page 16 of 17
340
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($11.00)$0.00
200 VEHICLE FEE ($30.00)$0.00
028 TAX $1.15 $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 ($32.23)$0.00
200 TAX ($126.17)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($3.04)$0.00
005 TAX ($1.29)$0.00
004 TAX ($11.16)$0.00
002 TAX ($76.79)$0.00
Refund
001 TAX ($22.28)$0.00
200 TAX ($87.22)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($2.10)$0.00
005 TAX ($0.89)$0.00
004 TAX ($7.71)$0.00
002 TAX ($53.08)$0.00
Refund
001 TAX ($1.12)$0.00
500 TAX ($2.65)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.36)$0.00
003 TAX ($0.12)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.20)$0.00
002 TAX ($2.57)$0.00
Refund
001 TAX ($28.11)$0.00
800 TAX ($8.75)$0.00
026 TAX ($7.61)$0.00
003 TAX ($2.65)$0.00
005 TAX ($1.13)$0.00
004 TAX ($9.73)$0.00
002 TAX ($66.99)$0.00
Refund
001 TAX ($72.88)$0.00
970 TAX ($14.59)$0.00
026 TAX ($19.71)$0.00
003 TAX ($6.87)$0.00
005 TAX ($2.92)$0.00
004 TAX ($25.22)$0.00
002 TAX ($173.63)$0.00
Refund
001 TAX ($6.91)$0.00
026 TAX ($1.69)$0.00
003 TAX ($0.74)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.24)$0.00
002 TAX ($15.85)$0.00
Refund
Refund Total
WIEGMAN,
DAVID BOAZ
ELDERS
WIEGMAN,
DAVID BOAZ
ELDERS
7601 RADIN RD
WILCOX,
KIMBERLY
LEIGH
3322 N ROCKY
RIVER RD
$0.00
$0.00
$0.00
$39.85
$0.00
($11.00)
($30.00)
$1.15
$0.00991167528
Refund Generated due
to adjustment on
Bill #0088802381-
2025-2025-0000
Situs error 5/21/2026WAXHAW, NC
28173
Adjustment <
$100 0088802381 LMT8117 PENDING
($11.16)
($76.79)
$250.68
WILHELM,
JAMES EDWARDS
WILHELM,
JAMES EDWARDS
2615 ROLLING
HILLS DR
MONROE, NC
28110 Proration 0088243016 9562VV AUTHORIZED 863150911
Refund Generated due
to proration on Bill
#0088243016-2025-
2025-0000-00
($32.23)
($126.17)
$0.00
($3.04)
($1.29)864085432
Refund Generated due
to proration on Bill
#0069186588-2025-
2025-0000-00
Vehicle
Sold 5/4/2026 5/5/2026MONROE, NC
28110 Proration 0069186588 TFW2477 AUTHORIZED
WILCOX,
KIMBERLY
LEIGH
WU, CHARLES
CHENGZHI
WU, CHARLES
CHENGZHI
3503
MCPHERSON ST
Vehicle
Sold 5/1/2026 5/4/2026
($22.28)
($87.22)
$0.00
($2.10)
($0.89)
($7.71)
($53.08)
$173.28
WYANT,
GREGORY ERICH
WYANT, CAROL
CARTER
709 EAGLE
POINT CT
($0.03)
($0.20)
($2.57)
$7.05
($1.12)
($2.65)
$0.00
($0.36)
($0.12)992332992
Refund Generated due
to proration on Bill
#0026683732-2024-
2024-0000-00
Vehicle
Totalled 5/27/2026 5/28/2026WAXHAW, NC
28173 Proration 0026683732 PFP5368 AUTHORIZED
($9.73)
($66.99)
$124.97
ZEMAK,
WILLIAM HARRY
ZEMAK,
WILLIAM HARRY
ZEMAK,
BARBARA MARIE
4005
HONEYBROOK CT
MONROE, NC
28110 Proration 0089193763 RDS3619 AUTHORIZED 868228494
Refund Generated due
to proration on Bill
#0089193763-2025-
2025-0000-00
($28.11)
($8.75)
($7.61)
($2.65)
($1.13)868225869
Refund Generated due
to proration on Bill
#0045797672-2025-
2025-0000-00
Vehicle
Sold 5/26/2026 5/27/2026WEDDINGTON,
NC 28104 Proration 0045797672 7086BC AUTHORIZEDWYANT,
GREGORY ERICH
ZINGER,
STEVEN LOUIS
ZINGER,
STEVEN LOUIS
1737
CAVAILLON DR
Vehicle
Sold 5/26/2026 5/27/2026
($72.88)
($14.59)
($19.71)
($6.87)
($2.92)
($25.22)
($173.63)
$315.82
($15.85)
$26.59
$11754.79
($6.91)
($1.69)
($0.74)
($0.16)
($1.24)
739843710
Refund Generated due
to proration on Bill
#0086309763-2024-
2024-0000-00
Vehicle
Sold 5/1/2026 5/4/2026WAXHAW, NC
28173 Proration 0086309763 JHE1595 AUTHORIZED
Page 17 of 17
341
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-366 Agenda Date:7/20/2026
TITLE:..title
Tax Collector’s Departmental Report for May 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
May 2026 as required by NCGS 105-350(7).
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 1 of 1
powered by Legistar™342
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: June 12, 2026
Re: Departmental Monthly Report
The Tax Collector’s monthly/year to date collections report for the month ending May 29, 2026
is attached for your information and review.
Should you desire additional information, I will provide that at your request.
Attachment
VH/JM
343
MAY 2026
PERCENTAGE FOR REGULAR TAX
MAY 29, 2026 REGULAR TAX 2026 2025 2024 2023 2022
BEGINNING CHARGE 646,813.97 274,842,975.34 237,287,862.91 226,221,110.28 217,100,071.58
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES 39,182.60
NON DISCOVERIES 102,859.23 45,903.51 29,298.08 28,994.50 10,848.96
RELEASES (3,755.53) (3,091.80) (81.20) (38.32)
TOTAL CHARGE 785,100.27 274,885,787.05 237,317,079.79 226,250,066.46 217,110,920.54
BEGINNING COLLECTIONS 142,681.51 274,103,108.35 237,146,562.38 226,143,668.21 217,051,244.15
COLLECTIONS 17,102.86 298,318.62 13,525.01 9,446.35 2,523.50
TOTAL COLLECTIONS 159,784.37 274,401,426.97 237,160,087.39 226,153,114.56 217,053,767.65
BALANCE OUTSTANDING 625,315.90 484,360.08 156,992.40 96,951.90 57,152.89
PERCENTAGE OF REGULAR 20.35%99.82%99.93%99.96%99.97%
OVERALL CHARGED 785,100.27 274,885,787.05 237,317,079.79 226,250,066.46 217,110,920.54
OVERALL COLLECTED 159,784.37 274,401,426.97 237,160,087.39 226,153,114.56 217,053,767.65
OVERALL PERCENTAGE 20.35%99.82%99.93%99.96%99.97%
1
344
MAY 2026
PERCENTAGE FOR REGULAR TAX
MAY 29, 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
208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44
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
1,164.37 244.57 245.97 253.98
208,147,334.47 192,114,059.36 186,446,048.30 180,662,964.94
45,675.30 66,863.81 94,099.00 54,846.50
99.98%99.97%99.95%99.97%
208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44
208,147,334.47 192,114,059.36 186,446,048.30 180,662,964.94
99.98%99.97%99.95%99.97%
2
345
MAY 2026
PERCENTAGE FOR REGULAR TAX
MAY 29, 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
186,618,340.30 176,823,181.35
256.37 307.44
186,618,596.67 176,823,488.79
44,550.94 36,115.58
99.98%99.98%
186,663,147.61 176,859,604.37
186,618,596.67 176,823,488.79
99.98%99.98%
3
346
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-383 Agenda Date:7/20/2026
TITLE:..title
Human Resources Reports for May 2026
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These reports include all new hires, separations from service, and retirements for Union County
Local Government for the month of May 2026.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 1 of 1
powered by Legistar™347
Name
5/18/26
5/18/26
5/20/26
5/20/26
5/4/26
5/4/26
5/18/26
5/4/26
5/18/26
5/7/26
5/16/26
5/16/26
5/16/26
5/18/26
5/4/26
5/4/26
5/18/26
5/18/26
5/18/26
5/18/26
5/4/26
5/18/26LADRICKA N ERVIN LAND RECORDS TECHNICIAN
STEPHEN D XAVIER LE INFORMATION SYSTEM COOR
TA - ASSESSMENT
JACOB B WRIGHT REAL ESTATE APPRAISER I
SHERIFF/JAIL/FACILITIES
ADAM R BROCK DEPUTY SHERIFF
JUSTIN B GODFREY DEPUTY SHERIFF
ELIZABETH M BLAIR LIBRARY ASSISTANT PT
COURTNEY N GALINKIN LIBRARY ASSOCIATE PT
REGISTER OF DEEDS
LAUREN M FUSETTI DEPUTY I - REGISTER OF DEEDS
BRYCE W COOKE LIFEGUARD - SEASONAL
PLANNING
KAUNG KHANT NYEIN PLANNER
PUBLIC LIBRARY
LANDON A BARTLEY LIFEGUARD - SEASONAL
VALERIE A CISNEROS-ROMAN HEAD LIFEGUARD - SEASONAL
STEPHEN K EPSTEIN TRANSPORTATION DRIVER PT
PARKS AND RECREATION
DANIELLA G REYES SR PARK ATTENDANT - SEASONAL
HS - PUBLIC HEALTH
BETHANY L FOSU PHYSICIAN BPT
HS - TRANSPORTATION
MICHAEL J CATTLEY FLEET SERVICE ASSISTANT PT
FINANCE
ARIESWATY TANGGANI ACCOUNTANT
HS - BUSINESS OPERATIONS
BELINDA FORTY ADMINISTRATIVE PROFESSIONAL II
YESENIA I PEREZ TELECOMMUNICATOR I
COOPERATIVE EXTENSION
SABRINAH F HARTSELL INTERN
KAYLEE L KEETER INTERN
UNION COUNTY PERSONNEL REPORT
REPORT OF NEW HIRES
May 2026
Hire Date Position
911 COMMUNICATIONS
HOLLY R DILL TELECOMMUNICATOR I
Page 1 of 1
348
Name
TELECOMMUNICATOR I
ROBBIE D EASON 7/13/24 5/22/26 MAINTENANCE TECHNICIAN
RETIREES
UCW - WATER & WASTEWATER OPS
JORDAN G HELMS 5/11/20 5/1/26 UTILITY TECHNICIAN SUPERVISOR
CODY D GORDON 3/9/26 5/1/26 UTILITY TECHNICIAN I
SHERIFF/JAIL/FACILITIES
STACEY M LITTLE 6/3/24 5/14/26 ANIMAL CARE SPECIALIST
MEDDOWS P CRESWELL 1/27/25 5/24/26 LIBRARY ASSISTANT PT
TAYLOR M SMITH 9/8/25 5/16/26 LIBRARY ASSISTANT PT
SEAN A PATTON 8/27/25 5/20/26 PARK RANGER - SEASONAL
PUBLIC LIBRARY
CAROLYN S EBERLY 9/7/11 5/27/26 LIBRARY SPECIALIST PT
HS - VETERANS SERVICES
ALEX O WHITAKER 11/12/19 5/1/26 ADMINISTRATIVE PROFESSIONAL II
PARKS AND RECREATION
TY-SHINTA T ADAMS 2/26/24 5/6/26 SENIOR SOCIAL WORKER
RUTH D ALVARADO 12/1/25 5/15/26 ELIGIBILITY SPECIALIST
QUINNEKIA Z COLES 7/5/22 5/8/26 SENIOR SOCIAL WORKER
LAUREN R PROFFITT 11/20/23 5/29/26 ELIGIBILITY SPECIALIST
HS - SOCIAL SERVICES
CYNDY N RODRIGUEZ 5/28/19 5/29/26 SOCIAL WORKER
SEPARATION FROM SERVICE
FACILITIES MANAGEMENT
ALEXANDER P COLE 9/12/22 5/1/26 ELECTRICIAN
911 COMMUNICATIONS
ZACHARIAH P VIETS 7/14/25 5/31/26
KEVIN D ALEXANDER 10/14/19 5/29/26 SENIOR SOCIAL WORKER
SHERIFF/JAIL/FACILITIES
MARVIN S PRESSLEY 12/14/15 5/31/26 LE INFORMATION SYSTEM COOR
UNION COUNTY PERSONNEL REPORT
REPORT OF RETIREES AND SEPARATIONS FROM SERVICE
May 2026
Hire Date Separation Date Position
HS - SOCIAL SERVICES
Page 1 of 1
349
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-410 Agenda Date:7/20/2026
TITLE:..title
Drought Status - Update
INFORMATION CONTACT:
Aubrey Lofton, 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 July 1, 2026 and the US Drought Monitor as of July 2, 2026.
FINANCIAL IMPACT:
None
Union County, NC Printed on 7/7/2026Page 1 of 1
powered by Legistar™350
Catawba-Wateree Low Inflow Protocol Trigger Status Summary for 07/01/2026 and
Changes Compared to 06/01/2026
Previous trigger levels at last update (June 1, 2026)
- Reservoir Storage as % of Target – 85.9%
- 6-Month Average Streamflow – 40.9%
- 3-Month Average US Drought Monitor – 2.33
351
Greensboro had 1.91 inches of rain in the
past two weeks, but it still finished June
with less than half its normal rainfall.
North CarolinaDrought Management Advisory CouncilCreated By:
www.ncdrought.org @NCSCOclimate.ncsu.eduNorth Carolina Drought Update
For the assessment period ending June 30, 2026
From the US Drought Monitor, with input from the NC DMAC
Category Current Coverage Change Since Last Week
D0: Abnormally Dry 0.89%0.89%
D1: Moderate Drought 18.20%+8.64%
D2: Severe Drought 38.88%-6.38%
D3: Extreme Drought 35.40%-2.77%
D4: Exceptional Drought 6.62%-0.40%
Statewide Coverage by Category
The Hoke groundwater well is back
to near normal levels after receiving
more than five inches of rain in June.
Extension reports note spotty rainfall, but
tobacco, soybeans, sweet potatoes, and
cotton still show heat and moisture stress.
The Main Takeaway
After heavy rains over the past two weeks, eastern NC
has seen widespread improvements, including parts of
the coastline shifting back to Moderate Drought (D1).
This Week’s Summary
While most of the state has seen showers in recent
weeks, eastern North Carolina is offering a template for
sustained drought recovery, with multiple rounds of rain
totaling 3 to 6 inches over the final two weeks of June.
That persistent precipitation has replenished the soil
moisture all the way down to the groundwater stores.
Exceptional Drought Update
Despite some rain over the past two weeks, most of the
northern Piedmont remains in D4. In these areas, high
evaporation rates in the heat have quickly sapped new
moisture, and lake levels haven’t bounced back just yet.
Brunswick County has shifted to
stage 2 water restrictions, with
irrigation limited to 3 days per week.
For your local drought status, visit www.ncdrought.org
Last Week’s Drought Status
352
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-416 Agenda Date:7/20/2026
TITLE:..title
Wastewater Treatment Capacity - Monthly Update
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
None - Information only
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Union County Water is closely monitoring the wastewater treatment capacities at our Water
Reclamation Facilities. Permitting Capacity is evaluated using the Actual Plant Flows plus the
Permitted/Obligated Flows (unconnected). Union County Water was asked to provide regular
updates. Plant flow information through June 2026 is summarized in the attached table.
Twelve Mile Creek
·Percent of Actual Flows = 68.9%
·Percent of Actual + Permitted Flows = 90.1%
·Actual Flows (MGD)= 5.168
·Actual + Permitted Obligated Flows (MGD)= 6.760
Crooked Creek
·Percent of Actual Flows = 64.4%
·Percent of Actual + Permitted Flows = 93.7%
·Actual Flows (MGD)= 1.223
·Actual + Permitted Obligated Flows (MGD)= 1.781
Olde Sycamore
·Percent of Actual Flows = 26.0%
·Percent of Actual + Permitted Flows = 26.0%
·Actual Flows (MGD)= 0.039
·Actual + Permitted Obligated Flows (MGD)= 0.039
Tallwood
·Percent of Actual Flows = 34.0%
Union County, NC Printed on 7/7/2026Page 1 of 2
powered by Legistar™353
File #:26-416 Agenda Date:7/20/2026
·Percent of Actual + Permitted Flows = 34.0%
·Actual Flows (MGD)= 0.017
·Actual + Permitted Obligated Flows (MGD)= 0.017
Grassy Branch
·Percent of Actual Flows = 72.0%
·Percent of Actual + Permitted Flows = 74.0%
·Actual Flows (MGD)= 0.036
·Actual + Permitted Obligated Flows (MGD)= 0.037
In addition to the wastewater treatment capacities, flow volumes associated with development
projects that are in the planning and review process within the Twelve Mile Creek and Crooked Creek
WRF service areas are provided for information as well. Development flow volumes through June
2026 are summarized in the attached tables.
FINANCIAL IMPACT:
None
Union County, NC Printed on 7/7/2026Page 2 of 2
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Water Reclamation Facility Flows
WRF
Permitted
Capacity
(MGD)
Actual
Average
Daily Flow1
(MGD)
Percent
of Actual
Flow
Used
Actual +
Permitted
Obligated
Flows (MGD)
Percent of
Permitted
Flow Used
Actual
Rainfall
(in)
Twelve Mile Creek 7.5 5.168 68.9% 6.760 90.1% 3.2
Crooked Creek 1.9 1.223 64.4% 1.781 93.7% 3.0
Olde Sycamore 0.15 0.039 26.0% 0.039 26.0% 3.4
Tallwood 0.05 0.017 34.0% 0.017 34.0% 3.2
Grassy Branch 0.05 0.036 72.0% 0.037 74.0% 2.9
1Based on a 12-month rolling average.
Development Flows
12-Mile Creek WRF
Backlog Type Number of Projects Requested Flow (MGD)
Approved – Permit Submittal Pending 3 0.037
Engineering Plan Review 14 0.427
Sketch Plan Review 11 0.283
Totals 28 0.747
Crooked Creek WRF
Backlog Type Number of Projects Requested Flow (MGD)
Approved – Permit Submittal Pending 3 0.055
Engineering Plan Review 8 0.195
Sketch Plan Review 9 0.156
Totals 20 0.406
355
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-411 Agenda Date:7/20/2026
TITLE:..title
Communications Monthly Report - June 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 7/7/2026Page 1 of 1
powered by Legistar™356
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-417 Agenda Date:7/20/2026
TITLE:..title
South Piedmont Regional Autopsy Center - July 2026 Quarterly Report
INFORMATION CONTACT:
Stephanie Dudley, County Manager’s Office, Business Manager, 704-292-2668
ACTION REQUESTED:
None - Information only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly progress report on the operations of the South Piedmont Regional Autopsy
Center (SPRAC).
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 1 of 1
powered by Legistar™357
1
South Piedmont Regional Autopsy Center
July 2026 Quarterly Report
April 2026-June2026
The South Piedmont Regional Autopsy Center (SPRAC) continues to perform autopsies at its
temporary facility located at Atrium Health Union. Service expanded to include Gaston County
on July 1, 2026.
Between April 1, 2026, and June 30, 2026, a total of 110 autopsies were performed. Of those, 21
involved deaths in Union County, three in Anson County, 20 in Cabarrus County, six in
Montgomery County, 12 in Stanly County, eight in Richmond County, nine in Moore County, and
31 in Rowan County.
From April through June, 17 cases were connected to criminal investigations, with zero death by
distribution cases. This figure is not comprehensive. While the Medical Examiner’s Office works
collaboratively with law enforcement, it conducts independent investigations and is not always
notified when a criminal investigation occurs.
Planning continues for the permanent facility. Groundbreaking is tentatively scheduled for
September 2026. The facility is on track for completion in mid-fiscal year 2028.
SPRAC will continue to evaluate trends in autopsy volume to support efficient operations across
all counties served. These insights will guide ongoing decision making as the center expands
services and advances planning for the permanent facility.
36
38
36
35
36
37
38
39
April May JuneAutopsies
Month
Autopsies by Month
21
3
20
612
8
9
31
Autopsies by County
Union
Anson
Cabarrus
Montgomery
Stanly
Richmond
Moore
Rowan
358
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-368 Agenda Date:7/20/2026
TITLE:..title
Rezoning Petition 2026-CZ-005 McAteer
INFORMATION CONTACT:
Bjorn E. Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690
ACTION REQUESTED:
Approve or deny proposed rezoning.
PRIOR BOARD ACTIONS:
June 16, 2026, Regular Meeting, Agenda Item # 26-321 - Public Hearing Held
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.
A public hearing was conducted on June 16. No one spoke for or against the rezoning.
To make a decision on this rezoning petition, the Board of Commissioners 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)
Union County, NC Printed on 7/7/2026Page 1 of 2
powered by Legistar™359
File #:26-368 Agenda Date:7/20/2026
Motion
(i) Deny rezoning petition CZ-2026-005 from Jeremy McAteer; and (ii) adopt the consistency and
reasonableness statement for denial.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 2 of 2
powered by Legistar™360
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 361
362
PPPPPPPPPPPPPPPPPPARCEL ID: 09384017
BILLY K. McATEER AND
HELEN C. McATEER
DB. 973 PG. 607
PARCEL ID: 09384013A
SHONE M. HOUSTON
DB. 1819 PG. 517
P
P
P
P
P
P
P
C/L OF DITCH
(PER UNION COUNTY GIS)N4
7
°
3
8
'
4
3
"W
5
3
2
.
8
9
'
N56
°
3
3'
0
9"
E
513.
2
2' (
T
O
T
A
L)
S75°
5
1
'
2
7
"
E
296.
8
1
'
(
S
E
E
NO
T
E
1
2
)
P
P
P P
P
P
P
P
C/L OF DITCH
(PER UNION COUNTY GIS)
C/L OF DITCH
C/L OF
DITCH
294.76
S81°10'
4
3
"
E
30' Power Easeme
n
t
(
D
i
s
t
r
i
b
u
t
i
o
n
)
See Notes
15'
15'
PARCEL ID: 09381005
KAFE CA HOLDINGS, LLC
DB. 9262 PG. 563
PARCEL ID: 09381003
McATEER FAMILY LIVING TRUST
DB. 9281 PG. 877
TRACT 1 ~ PLAT CAB L PG. 832
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
W
W
W
W
W
W
W WWWWWWWWWWWOFFICE
68' X 60'
(4K SF)
(HEIGHT TO COMPLY WITH
LI ZONING REQUIREMENTS)
WAREHOUSE
50' X 125'
(6K SF)
ABC GRAVEL LAYDOWN
AREA
(+/-63K SF)
50'
F
R
O
N
T
S
E
T
B
A
C
K
50' REAR
S
E
T
B
A
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
3
5
.
0
'20' SIDEYARDPROPERTY BOUNDARYPROPERTY BOUNDARYPROPERTY
B
O
U
N
D
A
R
Y
68.0'60
.
0
'125.0'5
0
.
0
'20.0'CO
V
E
R
E
D
F
R
O
N
T
P
O
R
C
H
30.0
'30.0
'50.0'EX
.
R
/
W
(
3
0
'
D
E
D
I
C
A
T
I
O
N
F
R
O
M
C
L
O
F
S
R
O
C
K
Y
R
I
V
E
R
)
EX.
R
/
W
POTENTIAL
FUTURE BUILDING
EXPANSION
+/-50'x50'
GRASS AREA
SCM
(+/-18K SF - FINAL SIZE TBD)
EXISTING
WATER LINE
PROPOSED
WATER LINE
(8) SPACES
9'x19' (PER UDO,TYP.)
HEAVY DUTY
CONCRETE, TYP.
LIGHT DUTY
CONCRETE, NO C&G,
TYP.
EXISTING TREE LINE, TYP.
(8) SPACES
(1) VAN ACCESIBLE
ADA SPACE
ACCESS GATE
8' HT. CHAINLINK
FENCE, TYP.
EXISTING EOP
EXISTING CL
5' SW, TYP.
5' PLANTING AREA
ADA RAMP
TREE CONSERVATION AREA
LOCATED WITHIN PROPERTY SETBACK
(FUTURE MITIGATION MAY BE REQUIRED
BASED ON TREE SURVEY FINDINGS )
NOTE:
PROPOSED PARKING LOTS
MAY EXTEND UP TO 20' INTO
FRONT SETBACK PER UDO
EXISTING STREAM
(PER UNION COUNTY GIS)
30' STREAM BUFFER
30' EXISTING
POWERLINE EASEMENT
CL DITCH, TYP.
PROPOSED DRIVEWAY
(NCDOT DRIVEWAY PERMIT TO
BE ACQUIRED AT LATER DATE)
NCDOT 10' X 70'
SIGHT TRIANGLE
S63°1
7'
2
9
"
W
22600.
6
3
(
G
R
I
D
)
22603
.
8
1
(
G
R
O
U
N
D
)
PARCEL ID: 09381005
RONNIE LANEY
CONSTRUCTION CO, INC.
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
W
A
Y
7
5
60' PUB
L
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C
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I
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H
T
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Y
P.C. L, P
G
.
8
3
2
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'
1
9
"
W
1
4
7.
8
4'N29°43
'05
"W
315
.00
'
800664.670
NCGS U51
N65°05'33"E
2,516.16'
(
H
.
G
.
)
2,515.81'
(
G
R
I
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
'
(
T
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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
363
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(PER UNION COUNTY GIS)
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INV CALC
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INV CALC 18"
INV:649.32
INV:648.79
INV:649.57
C/L OF DITCH
(PER UNION COUNTY GIS)
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15" RCP
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ABC GRAVEL LAYDOWN
AREA
(+/-65K SF)
50'
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50' REAR SETBA
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20' SIDEYARDAPPROXIMATE SEPTIC SYSTEM AREA
LOCATION SUBJECT TO PERC. TEST
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EXISTING
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PROPOSED
WATER LINE
(8) SPACES
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EXISTING TREE LINE, TYP.
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FENCE, TYP.20' SIDEYARDPROPERTY BOUNDARYPROPERTY BOUNDARYPROPERTY BOUN
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5' PLANTING AREA
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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.
364
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
365
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
366
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.
367
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.
368
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.
369
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.
370
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
371
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.
372
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.
373
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.
374
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.
375
AFFP
PUBLIC NOTICE NOTICE IS HERE
Affidavit of Publication
STATE OF NC} SS
COUNTY OF } U.n,•o"'
Kimber ly Cook, being duly sworn , says :
Th at she is Billing Clerk of the The Enquirer Journal , a
daily news paper of general circulation, printed and
publist1ed in Monroe , County , NC ; that the publication , a
copy of which is attached hereto, was published in the
sa id newspaper on the following dates :
May 27, 2026, June 03, 2026
That said newspaper was regularly issued and circulated
on "t hose da tes .
S IGNED: ~ dad
PUBLIC NOTICE
NOTICE IS HEREBY GIVEN
that the Union County Board of
Commiss ioners will meet on
Tuesday , June 16. 2026; at
6:00 p.m. i n the Commission -
ers ' Board Room , Room 118.
First Floor , Un ion County Gov -
ernment Center, 500 North
Main Street, Monroe. North
Carolina, to conduct a public
hea ring and receive comments
from the public on the petition
set forth below.
Rezoning petition {CZ-2 02.6-
005) submitted by Jeremy Mc-
Ateer. req uesting a rev i sion of
the Union County Zo nlng Map
by rezoning a 5. 75 acre portion
of one parce l totaling approxim-
ately 17.2 1 acres appeari ng on
the tax map as tax parcel 09-
384-013 on South Rocky River
Road 'from RA-40 to Light In-
dustrial (LI) with Conditions.
The proposed modifications
may later undergo , wit ho ut fur-
ther notice, substantial changes
resulting from object ions, de -
bate , and discuss i ons at the
heari ng .
Th e documents related -to the
propos,ed petition are-ava ilable
Su bscribed to and sworn to me this 3rd day of June 2026. for insp ection and study at the
Union County P lan ning Depart-
ment located at 500 No rth Main
Street , Suite #70 , Monroe, NC
from 8:00 a.m . to .5:00 p .rn.
Monday through Friday. Any-
one having any q uestions on
Barbara M Da niels, Notary, Guilford , County , NC the above petmon may contact
.......... ,,,, t he Planning Department at
My commission expires: March 06 , 202 (',,,,,~:~ M t/'',,, 704 -283 -3565. ,,'' I?' y ',(/ ,,,,
/t.f:,0 o TA 1f/-:Any perssm requesting a sign ~ "{' ~ Ir J-f-li3nguage interp reter or any per-
~ in • c.n 1on requesting any other spe ·
\ 1~ /::J ltB L \ c, . p ial assistance needed due to a 00003753 71490471
\,t.,{\ . ..~S'_/disability under the Americans
EJ ',,,,,9'?D r: r\'~'\>~-with Disab ilit i es Ac t shou ld call
UNION COUNTY GOVERNMENT--LYNN Wo$£~, ..• ,,· (704) 283 ~3810 and make a. re
500 N MAIN STREET quest at ,l east 96 k:fGlJFS m-ad -
f-lOOM 92 1 vance . •
MONROE, NC 281 12
Lynn G. W~st • ~
Clerk to the · Board •
May 27, June 31 .2026
376
ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION
COUNTY, NORTH CAROLINA
WHEREAS, the Union County Board of County Commissioners (the “Board”)
heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,”
including any amendments thereto (the “UDO”) and the official Union County Zoning Map
(“Zoning Map”); and
WHEREAS, Union County has received rezoning petition (CZ-2026-005) 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
(the “Rezoning Petition”); and
WHEREAS, the Union County Land Use Board considered and made a recommendation
concerning approval or denial of the Rezoning Petition; and
WHEREAS, the Board has determined that approval of the Rezoning Petition and
rezoning the subject parcel from RA-40 to Light Industrial (LI) with Conditions is reasonable
and in the public interest, including for those reasons set forth in the contemporaneously adopted
consistency and reasonableness statement.
NOW, THEREFORE, BE IT ORDAINED by the Union County Board of
Commissioners as follows:
1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as
tax parcel 09-384-013 along South Rocky River Road from RA-40 to Light Industrial
(LI) with Conditions.
2. The conditions accepted by the Applicant are hereby approved and incorporated into the
Light Industrial (LI) with Conditions rezoning of the parcel.
3. This ordinance is effective upon adoption.
Adopted this _____ day of _____________, 2026.
________________________________________
Brian Helms
Chair, Union County Board of Commissioners
377
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-369 Agenda Date:7/20/2026
TITLE:..title
Rezoning Petition 2026-CZ-007 Beulah Church
INFORMATION CONTACT:
Bjorn E. Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690
ACTION REQUESTED:
Approve or deny rezoning petition.
PRIOR BOARD ACTIONS:
June 16, 2026, Regular Meeting, Agenda Item # 26-321 - Public Hearing Held
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.
A public hearing was conducted on June 16, 2026. No one spoke for or against the rezoning,
although one resident submitted written comments noting concerns that had been addressed with
revised conditions.
To make a decision on this rezoning petition, the Board of Commissioners 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.
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-369 Agenda Date:7/20/2026
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.
Union County, NC Printed on 7/7/2026Page 2 of 2
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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 380
381
382
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
383
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
384
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.
385
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.
386
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.
387
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.
388
7
2050 Plan Land Use Map
2014 Plan Land Use Map
389
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.
390
9
391
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.
392
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
393
rezoning include any increased noise, light, and traffic exposure resulting from the
proposed use that could affect nearby properties.
394
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.
395
AFFP
PUBLIC NOTICE NOTICE IS HERE
Affidavit of Publication
STATE O F NC} SS
COUNTY OF } LJ ,
rt lbl'\.
Kimberly Cook, being duly sworn, says :
That she is Billing Clerk of the The Enquirer Journal, a
daily newspaper of general circulation, printed and
published in Monroe , County, NC; that the publication, a
copy of which is attached hereto, was published in the
sa id new spaper on the following dates :
May 27, 2026 , June 03, 2026
That sa id newspaper wa s regularly issued and circulated
on th ose dates.
SIG;/ I I ~ LJ
PUBLIC NOTICE
NOTICE IS HEREBY GIVEN
that the Union County Board of
Commissi oners will meet on
Tuesday. J une 16, 2026 1 at
6:00 p .m. in the Commission·
ers ' Board Room , Room 118,
First Floor, Union County Gov -
ernment Center , 500 North
Main Street, Monroe North
Carol i na, to conduct a pub li c
heari ng and receive comments
from the p ublic on the petition
set forth below.
Rezoning petition {CZ-2026-
007 ), submitted by R. Dean
Harrell , request i ng a revision of
the Un ion County Zoning Map
by re,zoning an approximately
3,207 acre parcel of land ap-
pearing on the tax map as tax
parce l 06-042-00 lJ a long the
south side of Beulah C hurch
Road frorn B-2 with Conditions
to B-2 w ith Modified Conditions.
The proposed m od ificati o ns
may late r undergo , without fur-
the r notice, substantial changes
resulting from objections, de-
bate , and discussions at the
hea ri ng .
The-documents · related to'."""th-e-
proposed petition are available
Subscribed to and sworn to me this 3rd day of June 2026. for inspection and study at the
Union County Planni ng Depart-
ment loca ted at S00 North Main
Street , Su ite #70, Monroe, NC
from 8:00 a.m . to 5:00 p .m.
Monday t hrough Friday. Any -
one having any questions on
Barbara M Daniels, Notary, Guilford , County, NC the above petition may contact
,,,,,.,,.,, .. ,,,,,,,,, t he Planning Department at
My commission expires: March 06 , 20 2]'''<'.Jl P.. M D '',,, 704 -283 -3565 .
·~.. ~.~ A ,,,,,
;~ ~\A . . ;:~::· ~OTA}? '(n ~· ny person requ esting a sign
j ,-:r, ~ J-r ~anguage interpreter or any per-
i 00 en ~on requesting any othe r spe ·
00003153 71490479 \ i ;e,l!BL ,c u· ;ciai -assistarice .needed due to a
.\:<'~ ,'-"· ,/ disability under t he Americans
EJ ',,,,,~1yD cou;-~_>,,'' wjth Dis.abilities Act should can
UNION COUNTY GOVERNMENT--LYNN WE&T,,.,,,,,,, (704} 283-3810' and make a. re ~
500 N MAIN STREET quest at least --96 -ho urs in ad-
ROOM 921 vanc.e. • •
MONROE , NC 28112
Lynn G. West · ~ •
Clerk to the Board
May 27, June 31 2026
396
ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION
COUNTY, NORTH CAROLINA
WHEREAS, the Union County Board of County Commissioners (the “Board”)
heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,”
including any amendments thereto (the “UDO”) and the official Union County Zoning Map
(“Zoning Map”); and
WHEREAS, Union County has received rezoning petition (CZ-2026-007), 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 (the “Rezoning Petition”); and
WHEREAS, the Union County Land Use Board considered and made a recommendation
concerning approval or denial of the Rezoning Petition; and
WHEREAS, the Board has determined that approval of the Rezoning Petition and
rezoning the subject parcel from B-2 with Conditions to B-2 with Modified Conditions is
reasonable and in the public interest, including for those reasons set forth in the
contemporaneously adopted consistency and reasonableness statement.
NOW, THEREFORE, BE IT ORDAINED by the Union County Board of
Commissioners as follows:
1. The Zoning Map is hereby amended by rezoning the approximately 3.207 acre parcel
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.
2. The conditions accepted by the Applicant are hereby approved and incorporated into the
B-2 with Modified Conditions rezoning of the parcel.
3. This ordinance is effective upon adoption.
Adopted this _____ day of _____________, 2026.
________________________________________
Brian Helms
Chair, Union County Board of Commissioners
397
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-358 Agenda Date:7/20/2026
TITLE:..title
Lobbying for Changes to the Schools Funding Formula
INFORMATION CONTACT:
Brian Matthews, County Manager
ACTION REQUESTED:
Direct staff to contact Union County’s delegation to request changes to the statutory funding formula
for public schools
PRIOR BOARD ACTIONS:
None
BACKGROUND:
TBD
FINANCIAL IMPACT:
None
Union County, NC Printed on 7/7/2026Page 1 of 1
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