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Chair & Vice Chair 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 1 Board of Commissioners Meeting Agenda July 20, 2026 Closed Session - 5:15 PM Closed Session26-432 INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Enter into Closed Session pursuant to NCGS 143-318.11. PRIOR BOARD ACTIONS: None. BACKGROUND: Enter into Closed Session for the following purpose(s): 1) pursuant to G.S. 143-318.11(a)(1), to prevent the disclosure of information that is privileged or confidential pursuant to G .S.132-1.1(a); and 2) pursuant to G.S. 143-318.11(a)(3), to consult with an attorney in order to preserve the attorney-client privilege . FINANCIAL IMPACT: None. Opening of Meeting - 6:00 PM Invocation - Commissioner Errol Wedra 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 8 to June 18 at multiple County Page 1 of 41 2 Board of Commissioners Meeting Agenda July 20, 2026 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) 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 Page 2 of 41 3 Board of Commissioners Meeting Agenda July 20, 2026 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 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. Consent Agenda Convey Law Enforcement Canine “Maverick”26-390 INFORMATION CONTACT: Dorothy Thomas, Union County Sheriff ’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: 1) Make a determination that the UCSO service animal, Maverick, is no longer needed for public service and 2) authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . 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. Page 3 of 41 4 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: None. Grant Application - Department of Justice FY 26 Technology and Equipment Program 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 Page 4 of 41 5 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 - Department of Justice FY 26 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 Equipment to strengthen investigative, detention, transportation, and enforcement capabilities related to criminal illegal alien activity and trafficking operations. Page 5 of 41 6 Board of Commissioners Meeting Agenda July 20, 2026 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. 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: Page 6 of 41 7 Board of Commissioners Meeting Agenda July 20, 2026 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 - 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 Page 7 of 41 8 Board of Commissioners Meeting Agenda July 20, 2026 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 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 . Page 8 of 41 9 Board of Commissioners Meeting Agenda July 20, 2026 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 Parcels 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). Parcels 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. City of Monroe Request to Provide Water and Sewer Service26-424 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 Page 9 of 41 10 Board of Commissioners Meeting Agenda July 20, 2026 ACTION REQUESTED: Approve the request from the City of Monroe to provide water and sewer service to Parcel 09102004 located along Village Lake Drive . PRIOR BOARD ACTIONS: None. BACKGROUND: City of Monroe recently received a request for outside city service located at Parcel 09102004 on Village Lake Drive (see attached supporting documentation). 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 does not have infrastructure in the area to serve the property. Union County Water has no objection to the City providing water and sewer service to this property . FINANCIAL IMPACT: None. Amendment 2 to Amendment 1 to Water and Wastewater Agreement with the City of Monroe 26-431 INFORMATION CONTACT: Amy McCaskill, Union County Water - Utility Business Services, Director, 704-283-3508 ACTION REQUESTED: Authorize the County Manager to negotiate and execute and agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: 1) June 17, 2019, Regular Meeting, Agenda Item # 30 - Approved Amendment #1 to the Interlocal Agreement. 2) September 2, 2025, Regular Meeting, Agenda Item # 25-540 - Approved Amendment to Amendment 1 to the Interlocal Agreement . BACKGROUND: Union County and the City of Monroe entered into an agreement in 2005 for the provision of water supply and wastewater treatment services between the parties. Per the agreement, each party is responsible for its proportional share of capital improvements at the respective facilities . In 2019, the interlocal agreement was updated . The 2019 amendment updated Exhibits 3, 4 & 5 to reflect the City's anticipated improvements at its wastewater treatment plant (WWTP) facility with an estimated cost of $5,305,370 and the County's improvements at the Catawba River Water Treatment Plant (CRWTP) with an estimated cost of $68,541,270. The County's proportional share of Monroe's WWTP improvements is Page 10 of 41 11 Board of Commissioners Meeting Agenda July 20, 2026 approximately $1,351,808, while the City's proportional share of the County's improvements at the CRWTP is approximately $3,790,332. Exhibit 6 was also updated to reflect a previous amount owed to the County by the City of Monroe for the relocation of a 42" water main along SC 5. The City had already paid their proportional share . This amendment also reflected changes in interconnects between the Monroe and Union County Water distribution systems . The 2025 amendment (called Amendment to Amendment 1) updated Exhibit 3 to reflect the City's improvements at its WWTP facility with a cost of $6,257,518.65. The County's proportional share of Monroe's WWTP improvements is $1,594,465.81. The current amendment (called Amendment 2 to Amendment 1) will update Exhibit 3 to reflect the City's improvements at its WWTP facility with a cost for 2026 projects of $2,192,000 and for 2027 projects of $9,390,000. The County's proportional share of these in improvements is $558,540 and $2,392,647 , respectively. The City of Monroe’s Council approved this “Amendment 2 to Amendment 1 of the Water and Wastewater Agreement” at their June 9, 2026 meeting. The attached document has been executed by the City Manager . FINANCIAL IMPACT: The amount for the projects starting in 2026 has been budgeted for in the FY2027 budget. The amount for the projects starting in 2027 will be subject to budget appropriation in years FY 28 through FY30. 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 . In accordance with the notice requirements of N .C.G.S. 160A-280, public notice of this resolution was posted on July 9, 2026. FINANCIAL IMPACT: None. Grant Application - North Carolina 911 Board Grant26-394 Page 11 of 41 12 Board of Commissioners Meeting Agenda July 20, 2026 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 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 Page 12 of 41 13 Board of Commissioners Meeting Agenda July 20, 2026 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: 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. Page 13 of 41 14 Board of Commissioners Meeting Agenda July 20, 2026 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 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 2027 Operating & Capital Budget adopted 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 Page 14 of 41 15 Board of Commissioners Meeting Agenda July 20, 2026 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: 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 Page 15 of 41 16 Board of Commissioners Meeting Agenda July 20, 2026 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, a one-time Bringing Value Home Innovation Funding 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 . 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 Page 16 of 41 17 Board of Commissioners Meeting Agenda July 20, 2026 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 Digital 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 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 FY 2027. Purchase - Library Print Materials26-427 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: Page 17 of 41 18 Board of Commissioners Meeting Agenda July 20, 2026 At the beginning of each fiscal year, the Library issues a purchase order to its primary materials vendor, Ingram Library Services . The Library then orders materials against this purchase order throughout the year . The Library’s discounts have been negotiated by Mid Atlantic Library Alliance, Inc. (MALiA), a library consortium of which Union County is a member . The approval of this purchase will enable the Library to commence its book purchasing for the year so that there is no significant lapse in new materials for the public. 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 materials will be made using MALiA contract LVA-MAT-22-007, quoted by Ingram Library Services . F-INANCIAL IMPACT: The anticipated cost for the materials is $309,500 and is budgeted accordingly for FY 2027. 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 Page 18 of 41 19 Board of Commissioners Meeting Agenda July 20, 2026 $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: 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. 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 Page 19 of 41 20 Board of Commissioners Meeting Agenda July 20, 2026 extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion . PRIOR BOARD ACTIONS: None. BACKGROUND: 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: 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: Page 20 of 41 21 Board of Commissioners Meeting Agenda July 20, 2026 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 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 . Page 21 of 41 22 Board of Commissioners Meeting Agenda July 20, 2026 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 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 Page 22 of 41 23 Board of Commissioners Meeting Agenda July 20, 2026 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. Bid Award and Construction Contract - Union County Group Home Renovation 26-433 INFORMATION CONTACT: Linda Whitaker, Facilities & Fleet Management, Assistant Director Design and Construction, 704-420-2626 ACTION REQUESTED: Award contract to Dave’s Construction Service, Inc, in the amount of $642,130.50; 2) authorize the County Manager to i) negotiate and execute an agreement substantially consistent with this agenda item, ii) exercise any renewal or extension term options set forth in the agreement, and iii) terminate the agreement if deemed in the best interest of Union County, each in the County Manager ’s discretion; and 3) adopt Resolution Providing Notice of Construction of the Union County Group Home Renovation Project. 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 . Page 23 of 41 24 Board of Commissioners Meeting Agenda July 20, 2026 The purpose is to keep foster youth from residing in Social Services offices and wrap services around them while they await appropriate placement. The project scope of work entails the removal of existing interior walls and a redesign of the current restrooms, bedrooms, staff area, office area, kitchen and dining area to create an open-floor plan for staff to monitor daily activities, maintain a safe environment and to provide eight private bedrooms. Interior spaces will receive new flooring and paint, with anti-ligature door hardware, plumbing fixtures, and electrical fixtures . The exterior will receive a new therapeutic sidewalk around the rear of the building. On May 04, 2026, Procurement and Contract Management partnered with Facilities and Fleet Management to issue an Invitation for Bids, IFB 2026-025. On June 04, 2026 , five (5) bids for the titled project were received and processed . All bids were tabulated, reviewed and certified by Capital Architecture, PLLC. The bids ranged from $642,130.50 - $814,000.0. Staff recommend the project be awarded to the lowest, responsive, responsible bidder, Dave ’s Construction Service, Inc., in the amount of $642,130.50. FINANCIAL IMPACT: The total cost of the construction contract included in this request is $642,130.50. Funding is available within the adopted Capital Account - Group Home Renovations 40080234-5580, to support the construction contract upon approval of Agenda Item #26-415 CPO 396. FY 2027 Capital Project Ordinances - General County and South Piedmont Community College 26-384 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt the following Capital Project Ordinances for FY 2027: General Capital Project Ordinances CPO 391 - Annual R&R Funding CPO 306F - DOT Projects CPO 368C - 2025 Critical Infrastructure Amendment CPO 390- UPS Infrastructure, AV Equipment, and Pictometry CPO 344E - UC Food & Innovation Center CPO 368C- Critical Infrastructure CPO 392 - Public Safety CPO 273C - Public Safety reduction CPO 288K - Jail Locks, Progress Building/UC Jail Replacement Window reduction CPO 284E - GC Electrical Infrastructure reduction CPO 300C - Short Term Fire Training Needs reduction CPO 349E - UC Jail Expansion Phase 1 reduction Page 24 of 41 25 Board of Commissioners Meeting Agenda July 20, 2026 CPO387A - JC Temp Generator Connection reduction South Piedmont Community College (SPCC) Capital Project Ordinances for FY 2027 CPO 394 - Modular Building for Faculty Offices CPO395 - Education Building Design CPO 322A - Center for Entrepreneurship CPO 363B - Tyson Driving Pad PRIOR BOARD ACTIONS: June 16, 2026 , Regular Meeting, Agenda Item # 26-351- Board adopted the FY 2027 Operating and Capital Budget Ordinance and the associated tax rates and fees 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: Funding is included in the FY 2027 Adopted Budget for all pay go capital funding (cash funded) projects . Unallocated CIP Funding is $3,171,220; Union EMS Fund Balance is $650,000; Pay Go Capital Funding in Education Fund for SPCC is $375,000; General Fund Debt Fund Balance is $610,852; General Fund Unassigned Fund Balance is $2,441,423. Funding for SPCC is $2,116,507 in 2025 B Bond Premiums; 2025B GO Bond Interest is $789,000; Pay Go Capital is $2,631,875. Contract - NC Administrative Office of the Courts26-385 Page 25 of 41 26 Board of Commissioners Meeting Agenda July 20, 2026 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 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: June 16, 2026 , Regular Meeting, Agenda Item # 26-351 - Board adopted the FY 2027 Operating and Capital Budget Ordinance and the associated tax rates and fees. 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: The anticipated annual cost for this service is $240,062 and is budgeted accordingly in FY 2027. 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: Page 26 of 41 27 Board of Commissioners Meeting Agenda July 20, 2026 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: 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: Page 27 of 41 28 Board of Commissioners Meeting Agenda July 20, 2026 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. 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 Page 28 of 41 29 Board of Commissioners Meeting Agenda July 20, 2026 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. Capital Project Ordinance - Group Home Renovation26-415 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance (CPO) #396. 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: Adoption of the CPO will provide $642,131 for the renovation of the Group Home. Grant Application - The Braswell Foundation26-420 INFORMATION CONTACT: Page 29 of 41 30 Board of Commissioners Meeting Agenda July 20, 2026 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 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 Page 30 of 41 31 Board of Commissioners Meeting Agenda July 20, 2026 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 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. Page 31 of 41 32 Board of Commissioners Meeting Agenda July 20, 2026 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: 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 Page 32 of 41 33 Board of Commissioners Meeting Agenda July 20, 2026 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 ii) Director, Utility Business Services - Pay Grade S B) Add the following job classifications and associated pay grades : i) Recovery Support Coordinator - Pay Grade K ii) Elections Program Supervisor - 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. 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 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 Page 33 of 41 34 Board of Commissioners Meeting Agenda July 20, 2026 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. Resolution - Surplus Vehicle Sale26-429 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 their 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 . Page 34 of 41 35 Board of Commissioners Meeting Agenda July 20, 2026 The sale will begin July 23, 2026, at 9:00 AM and end August 6, 2026, with incremental closings as indicated on Attachment A . A summary of the vehicle information is listed below. Additional vehicle information can be found on Attachment A . UC Transportation ·(1) 2019 FORD E350 BUS ·(1) 2020 FORD E350 BUS ·(2) 2021 FORD E350 BUS The vehicles are to be picked up at 610 Patton Avenue, Monroe, NC 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 vehicles(s) within ten (10) business days from the time and date of issuance of the Buyer ’s Certificate. 4. Payment must be made online through 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 $35,000. 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 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: Page 35 of 41 36 Board of Commissioners Meeting Agenda July 20, 2026 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 retirements for Union County Local Government for the month of May 2026. FINANCIAL IMPACT: None. Drought Status - Update26-410 Page 36 of 41 37 Board of Commissioners Meeting Agenda July 20, 2026 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% ·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% Page 37 of 41 38 Board of Commissioners Meeting Agenda July 20, 2026 ·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: 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 Page 38 of 41 39 Board of Commissioners Meeting Agenda July 20, 2026 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 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) Page 39 of 41 40 Board of Commissioners Meeting Agenda July 20, 2026 Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval . To deny the proposed amendment (the proposal is 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. 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 Page 40 of 41 41 Board of Commissioners Meeting Agenda July 20, 2026 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 41 of 41 42 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-432 Agenda Date:7/20/2026 TITLE:..title Closed Session INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Enter into Closed Session pursuant to NCGS 143-318.11. PRIOR BOARD ACTIONS: None. BACKGROUND: Enter into Closed Session for the following purpose(s): 1) pursuant to G.S. 143-318.11(a)(1), to prevent the disclosure of information that is privileged or confidential pursuant to G.S.132-1.1(a); and 2) pursuant to G.S. 143-318.11(a)(3), to consult with an attorney in order to preserve the attorney- client privilege. FINANCIAL IMPACT: None. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™43 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 8 to June 18 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 7/10/2026Page 1 of 1 powered by Legistar™44 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 powered by Legistar™45 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 powered by Legistar™46 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 Convey Law Enforcement Canine “Maverick” INFORMATION CONTACT: Dorothy Thomas, Union County Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: 1) Make a determination that the UCSO service animal, Maverick, is no longer needed for public service and 2) authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. 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: None. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™47 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of _______________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 N. Main St., Monroe, NC 28112 (“Union”), and ________________, whose address is ______________________ (“Officer”). W I T N E S S E T H WHEREAS, the Union County Sheriff’s Office currently owns a dog named Maverick used for sniffing for the presence of narcotics (the “dog”); and WHEREAS, the Sheriff’s Office now plans to retire the dog from service, and Union therefore considers the dog to be surplus property; and WHEREAS, the Officer is employed with the Union County Sheriff’s Office and Deputy Joshua Dye has worked as the dog’s handler, and now wishes to purchase the dog from Union County. WHEREAS, Union is authorized to sell the dog by private sale pursuant to North Carolina General Statues §§ 160A-266 and 160A-267. NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set forth, the parties hereto do each contract and agree with the other as follows: 1. Union agrees to sell the dog to Officer for a cost of Zero Dollars ($0.00). Officer agrees that upon sale of the dog to Officer, Union shall have no further responsibility related to the dog’s care, activities, or actions. 2. Officer agrees to protect, defend, indemnify and hold harmless Union County, its respective agents, officers and employees free and harmless from and against all losses, professional fees, damages, costs, and other expenses or liabilities of every kind and character arising out of relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of acts of the dog following its sale to Officer that are due, in whole or in part, to the negligence of the Officer. 3. Officer waives, releases and discharges Union County, its respective agents, officers and employees of and from any and all claims, damages, demands, costs, liability and causes of action whatsoever that may arise as a result of any acts of the dog following its sale to Officer, including but not limited to, any claims, causes of action, liability, damages, demands and costs related to loss of or injury to any of the Officer’s persons or property. This waiver and release shall inure to the benefit of Union County, and shall bind the Officer along with his heirs, legal representatives, assigns and successors in interest. IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have caused this Agreement to be duly executed, this the day and year first above written. ATTEST: UNION COUNTY BY: ________________________________ BY: ________________________________ Lynn West, Clerk to the Board Brian Matthews, County Manager WITNESS: ________________________ BY: ________________________________ BY: ________________________________ Approved As to Legal Form _____ 48 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 - Department of Justice FY26 Technology and Equipment 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 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. FINANCIAL IMPACT: Union County, NC Printed on 7/10/2026Page 1 of 2 powered by Legistar™49 File #:26-391 Agenda Date:7/20/2026 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 7/10/2026Page 2 of 2 powered by Legistar™50 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 - Department of Justice 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. Union County, NC Printed on 7/10/2026Page 1 of 2 powered by Legistar™51 File #:26-421 Agenda Date:7/20/2026 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. Union County, NC Printed on 7/10/2026Page 2 of 2 powered by Legistar™52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 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 powered by Legistar™74 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 ______ 75 2 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 76 3 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 B Int ______ 77 4 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. 78 5 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; B Int ______ 79 6 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. 80 7 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: 81 8 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: 82 9 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. 83 10 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. 84 11 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, * Int ______ 85 12 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 86 13 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 $105.00 /hr. EXPENSES Reproductions Cost Mileage IRS Rate Telephone, Postage Cost Travel (Meals/Lodging) Cost Subconsultants Cost + 10% Special Owner Requested Computer Software (1) Cost + 10% Note: The above rates are effective January 1, 2026. We reserve the right to revise to reflect inflationary increases. Int ______ 87 Budget TableArdurra16-in WM -Old Providence RdLabor CategoryALL304,243$ 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 ______88 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 powered by Legistar™89 Revised: 04/03/2026 A-1 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 90 Revised: 04/03/2026 A-2  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. 91 Revised: 04/03/2026 A-3 · 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 92 Revised: 04/03/2026 A-4 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. 93 Revised: 04/03/2026 A-5 302 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, 94 Revised: 04/03/2026 A-6 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 95 Revised: 04/03/2026 A-7 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: 96 Revised: 04/03/2026 A-8  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 97 Revised: 04/03/2026 A-9 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. 98 Revised: 04/03/2026 A-10 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. 99 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 100 Revised: 04/03/2026 A-12 Figure 1: General Gravity Sewer and Force Main Alignment 101 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 2679.00 102 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 $174,752.00 103 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. 104 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 powered by Legistar™105 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 powered by Legistar™106 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 Parcels 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). Parcels 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. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™107 For the best experience, open this PDF portfolio in Acrobat X or Adobe Reader X, or later. Get Adobe Reader Now! 108 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-424 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 09102004 located along Village Lake Drive. PRIOR BOARD ACTIONS: None. BACKGROUND: City of Monroe recently received a request for outside city service located at Parcel 09102004 on Village Lake Drive (see attached supporting documentation). 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 does not have infrastructure in the area to serve the property. Union County Water has no objection to the City providing water and sewer service to this property. FINANCIAL IMPACT: None. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™109 110 111 112 H2522 H6025 V4792 V4815V4816 V10113 6" PVC146" PVC14CO303SV20836SV20811 SV28467SV28466SV28459 SV28462 SV20842 SV28463 SV28465 SV20821 SV20824 SV28464 VILLAGE LAKE DR AEGEAN WAYLa k e Pond LakePond L a k e P o n d 4" PVCC900 2" PVCC9003" PVCC9002" PVCC900 113 Morgan Mill RdMorgan Mill RdPeninsula CtAegean WayWatervie w Ln Wat e r v i e w L nDrivewayDrivewayVill a g e L a k e D r Vi l lage Lake Dr Villag e L a k e D r Vill a g e L a k e D r 1006 1005 1000 1016 1022 1030 1035 1033 1025 1021 1017 1013 1009925923 915 911 907 903 900 902 906 910 916 920 924 901 3521 3518 1110 1012 1024 1100 1101 1105 3413 3409 3403 3401 3400 3402 3406 3412 3517 3513 3509 3505 3501 1001 3508 3512 1154 1012 1138 3434 906 3526 3506 3505 3424 3412 1114 3523 800 825 913 907 901 919 925 920 830 1018 Sources: Esri, Vantor, Airbus DS, USGS, NGA, NASA, CGIAR, N Robinson, NCEAS, NLS, OS, NMA, Geodatastyrelsen, Rijkswaterstaat, 0 0.08 0.160.04 mi Water Tanks Water Main Sewer Cleanouts Manhole Sewer Pump Station Water Reclamation Facility Force Main Gravity Main Address Point Road Labels Parcels This information is presented "as is" and without warranties. Union County does not assume any responsibilities for any decisions that may arise from the use of this data. The map will not be resold or otherwise used for trade or commercial purposes. UCW 7/7/2026 3:00 PM Scale: 1:4,890 Water / Sewer Map 114 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-431 Agenda Date:7/20/2026 TITLE:..title Amendment 2 to Amendment 1 to Water and Wastewater Agreement with the City of Monroe INFORMATION CONTACT: Amy McCaskill, Union County Water - Utility Business Services, Director, 704-283-3508 ACTION REQUESTED: Authorize the County Manager to negotiate and execute and agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: 1) June 17, 2019, Regular Meeting, Agenda Item # 30 - Approved Amendment #1 to the Interlocal Agreement. 2) September 2, 2025, Regular Meeting, Agenda Item # 25-540 - Approved Amendment to Amendment 1 to the Interlocal Agreement. BACKGROUND: Union County and the City of Monroe entered into an agreement in 2005 for the provision of water supply and wastewater treatment services between the parties. Per the agreement, each party is responsible for its proportional share of capital improvements at the respective facilities. In 2019, the interlocal agreement was updated. The 2019 amendment updated Exhibits 3, 4 & 5 to reflect the City's anticipated improvements at its wastewater treatment plant (WWTP) facility with an estimated cost of $5,305,370 and the County's improvements at the Catawba River Water Treatment Plant (CRWTP) with an estimated cost of $68,541,270. The County's proportional share of Monroe's WWTP improvements is approximately $1,351,808, while the City's proportional share of the County's improvements at the CRWTP is approximately $3,790,332. Exhibit 6 was also updated to reflect a previous amount owed to the County by the City of Monroe for the relocation of a 42" water main along SC 5. The City had already paid their proportional share. This amendment also reflected changes in interconnects between the Monroe and Union County Water distribution systems. The 2025 amendment (called Amendment to Amendment 1) updated Exhibit 3 to reflect the City's improvements at its WWTP facility with a cost of $6,257,518.65. The County's proportional share of Monroe's WWTP improvements is $1,594,465.81. The current amendment (called Amendment 2 to Amendment 1) will update Exhibit 3 to reflect the City's improvements at its WWTP facility with a cost for 2026 projects of $2,192,000 and for 2027 projects of $9,390,000. The County's proportional share of these in improvements is $558,540 and $2,392,647, respectively. The City of Monroe’s Council approved this “Amendment 2 to Amendment 1 of the Water and Wastewater Agreement” at their June 9, 2026 meeting. The attached document has been executed by the City Manager. Union County, NC Printed on 7/10/2026Page 1 of 2 powered by Legistar™115 File #:26-431 Agenda Date:7/20/2026 FINANCIAL IMPACT: The amount for the projects starting in 2026 has been budgeted for in the FY2027 budget. The amount for the projects starting in 2027 will be subject to budget appropriation in years FY28 through FY30. Union County, NC Printed on 7/10/2026Page 2 of 2 powered by Legistar™116 STATE OF NORTH CAROLINA COUNTY OF UNION AMENDMENT 2 TO AMENDMENT 1 TO WATER AND WASTEWATER AGREEMENT This Amendment, made and entered into as of the 9th day of June, 2026, by and between UNION COUNTY, a political subdivision of the State of North Carolina, hereinafter referred to as"Union,"and the CITY OF MONROE, a municipal corporation of the State of North Carolina, hereinafter referred to as "Monroe," shall modify as indicated that Water and Wastewater Agreement between the parties dated December 5, 2005, as amended by Amendment 1 to Water and Wastewater Agreement on August 8, 2019, and Amendment to Amendment 1 to Water and Wastewater Agreement on August 12, 2025, hereinafter referred to as the"Agreement." WITNESSETH: WHEREAS, Union and Monroe made and entered into an agreement in 2005 for the provision of water supply and wastewater treatment services between the parties; and WHEREAS; Section 3.8 of said Agreement recognizes that there may be future capital improvements to Monroe's WWTP, conveyance, and disposal facilities not related to increased allocated capacity,the cost for which Union would be responsible to the extent of its proportional share based upon its Allocated Capacity; and WHEREAS, Section 3.6 of said Agreement provides that Union shall pay on a monthly basis for such improvements needed to maintain allocated capacities to Union (based on its proportional share),but that payments made lump sum by Union to Monroe and shown in Exhibit 3 shall not be included in the monthly fixed charges; and WHEREAS, Monroe has made and financed such improvements; and WHEREAS, Union and Monroe desire to update Exhibit 3 attached to the Agreement to reflect such additional improvements, including those improvements which Union will pay its share of such improvement costs through a single, lump sum payment. NOW, THEREFORE, in consideration of the parties' continuing obligations under the Agreement and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged,the parties hereto do each contract and agree with the other as follows: 1. Delete the Exhibit 3 attached to the Agreement, and replace it with the new Exhibit 3 attached hereto and incorporated herein by reference. Said new Exhibit 3 adds in the category of "Schedule of improvements for which single, lump sum payments are made" Project 5 and Project 6. Project 5 is described as WWTP Improvements, Chlorine Contact Chamber Coating, Clarifier 1 Rehabilitation and Clarifier 2 Rehabilitation which includes engineering services and construction costs. Project 6 is described as WWTP Improvements Clarifier 3 & 4 Rehabilitation, Lime Tank and 1 117 Pump Replacement, Digester #2 Rehabilitation, SO2 Building Crane/Trolley, and WWTP Solids Handling Facility which includes engineering services and construction costs. Additionally, Exhibit 3 reflects the cost allocation to Union for the lump sum payment by Union of Capital Costs Not Related to Increased Capacity. IN WITNESS WHEREOF the parties hereto, acting under authority of their respective governing bodies,have caused this amendment to be duly executed in duplicate counterparts,each of which shall constitute an original,this the day and year first above written. Attest: CIT F MONROE OF M °ti ri 0 dia.fitai-ixon.,..ei Brideve H. Robinson, C.~' , ` , ' t' Wi Liam M. Watson, City Manager Seal) v ( ,1 v 44 1 1 Q ate. bo - (2 - ?.424! Attest:APTH c AR UNION COUNTY By: Clerk to the Board County Manager Seal) Date: 2 118 STATE OF NORTH CAROLINA COUNTY OF UNION AMENDMENT 2 TO AMENDMENT 1 TO WATER AND WASTEWATER AGREEMENT This Amendment, made and entered into as of the day of , 2026, by and between UNION COUNTY, a political subdivision of the State of North Carolina, hereinafter referred to as “Union,” and the CITY OF MONROE, a municipal corporation of the State of North Carolina, hereinafter referred to as “Monroe,” shall modify as indicated that Water and Wastewater Agreement between the parties dated December 5, 2005, as amended by Amendment 1 to Water and Wastewater Agreement on August 8, 2019, and Amendment to Amendment 1 to Water and Wastewater Agreement on August 12, 2025, hereinafter referred to as the “Agreement.” WITNESSETH: WHEREAS, Union and Monroe made and entered into an agreement in 2005 for the provision of water supply and wastewater treatment services between the parties; and WHEREAS; Section 3.8 of said Agreement recognizes that there may be future capital improvements to Monroe’s WWTP, conveyance, and disposal facilities not related to increased allocated capacity, the cost for which Union would be responsible to the extent of its proportional share based upon its Allocated Capacity; and WHEREAS, Section 3.6 of said Agreement provides that Union shall pay on a monthly basis for such improvements needed to maintain allocated capacities to Union (based on its proportional share), but that payments made lump sum by Union to Monroe and shown in Exhibit 3 shall not be included in the monthly fixed charges; and WHEREAS, Monroe has made and financed such improvements; and WHEREAS, Union and Monroe desire to update Exhibit 3 attached to the Agreement to reflect such additional improvements, including those improvements which Union will pay its share of such improvement costs through a single, lump sum payment. NOW, THEREFORE, in consideration of the parties’ continuing obligations under the Agreement and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto do each contract and agree with the other as follows: 119 1. Delete the Exhibit 3 attached to the Agreement, and replace it with the new Exhibit 3 attached hereto and incorporated herein by reference. Said new Exhibit 3 adds in the category of “Schedule of improvements for which single, lump sum payments are made” Project 5 and Project 6. Project 5 is described as WWTP Improvements, Chlorine Contact Chamber Coating, Clarifier 1 Rehabilitation and Clarifier 2 Rehabilitation which includes engineering services and construction costs. Project 6 is described as WWTP Improvements Clarifier 3 & 4 Rehabilitation, Lime Tank and Pump Replacement, Digester #2 Rehabilitation, SO2 Building Crane/Trolley, and WWTP Solids Handling Facility which includes engineering services and construction costs. Additionally, Exhibit 3 reflects the cost allocation to Union for the lump sum payment by Union of Capital Costs Not Related to Increased Capacity. IN WITNESS WHEREOF the parties hereto, acting under authority of their respective governing bodies, have caused this amendment to be duly executed in duplicate counterparts, each of which shall constitute an original, this the day and year first above written. Attest: CITY OF MONROE __________________________ By: __________________________ City Clerk City Manager (Seal) Date: _________________________ Attest: UNION COUNTY ___________________________ By: _________________________ Clerk to the Board County Manager (Seal) Date: _________________________ 120 Exhibit 3. Monroe Allocated Wastewater Capacity to Union Schedule of improvements for which monthly payments are made Payment Terms Project Date Item Percent Allocated to Union Total Cost Total Annual Debt Service Cost Monthly Fixed Charge Begin Month End Month 1 1995 SOC 21.67%$0 $154,427 $2,789 5/1/1995 4/1/2015 2 1994 Biosolids Facility 21.67%$0 $140,644 $2,540 3/1/1994 2/1/2019 3 1995 Expansion 30.00%$0 $255,797 $6,395 5/1/1995 4/1/2015 4 2006 Interim Expansion to 10.4 MGD 50.00%$0 $903,649 $37,652 7/1/2006 6/1/2007 Schedule of improvements for which single, lump sum payments are made Payment Terms Project Date Item Percent Allocated to Union Project Cost Estimate Estimated Lump Sum Payment Begin Month End Month 1 2018 WWTP Improvements Itemized Costs for Project 1 Blower Replacement/upgrade 25.48%$600,000 $152,880 RAS pump replacements $200,000 $50,960 Screen/Auger Conveyor Replacement $572,000 $145,746 Screening Building Elec. Code Upgrade $428,000 $109,054 Engineering $90,370 $23,026 2000 kW Generator replacement $1,025,000 $261,170 Chlorine Gas Scrubber $1,200,000 $305,760 Influent pump 5&6 replacement $425,000 $108,290 $4,540,370 $1,156,886 2 2019 WWTP Improvements Itemized Costs for Project 2 Replace filter effluent and drain valves 25.48%$140,000 $35,672 Replace Filter Blowers (2)$150,000 $38,220 $290,000 $73,892 3 2020 WWTP Improvements Itemized Costs for Project 3 Replace belt press 25.48%$350,000 $89,180 Repair Influent Pumping Conduit w/ engineering $125,000 $31,850 $475,000 $121,030 4 2025 WWTP Improvements EQ Basin Construction 25.48%$5,399,543 $1,375,847 Engineering $738,184 $188,095 Miscellaneous (DC Controls, Phillip Mungo, Endress & Hauser, Carolina CAT, NCDEQ)$119,792 $30,524 $6,257,519 $1,594,466 5 2026 WWTP Improvements Chlorine Contact Chamber Coating 25.48%$742,000 $189,068 Clarifier 1 Rehabilitation $725,000 $184,736 Clarifier 2 Rehabilitation $725,000 $184,736 $2,192,000 $558,540 6 2027 Clarifier 3 & 4 Rehabilitation 25.48%$1,450,000 $369,472 Lime Tank and Pump Replacement $40,000 $10,192 Digester #2 Rehabilitation $1,750,000 $445,914 SO2 Building Crane/Trolley $150,000 $38,221 WWTP Solids Handling Facility $6,000,000 $1,528,848 $9,390,000 $2,392,647 Notes: 1, 2, 3 Projects 1, 2, & 3 represent Work-in-Progress; schedule to be adjusted based on final project costs reflected on Monroe's financial statements 4 Project 4 represents final cost of completed project. 5 Project 5 represents Work-in-Progress; schedule to be adjusted based on final project costs reflected on Monroe's financial statements 6 Project 6 represents work beginning in FY2027; schedule to be adjusted based on final project costs reflected on Monroe's financial statements 121 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. In accordance with the notice requirements of N.C.G.S. 160A-280, public notice of this resolution was posted on July 9, 2026. FINANCIAL IMPACT: None. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™122 RESOLUTION AUTHORIZING CONVEYANCE OF CERTAIN UNION COUNTY SURPLUS PROPERTY TO NEW SALEM VOLUNTEER FIRE DEPARTMENT, INC. WHEREAS, Union County is the owner of a 2014 Ford F150 identified by Union County vehicle number 55-14 (the “Vehicle”); and WHEREAS, Union County desires to declare surplus and donate the Vehicle to New Salem Volunteer Fire Department, Inc., a non-profit corporation organized under the laws of the State of North Carolina; and WHEREAS, pursuant to North Carolina General Statutes § 160A-280, Union County is authorized to donate to a nonprofit organization incorporated by one of the United States any personal property, including supplies, materials, and equipment, that the governing board deems to be surplus, obsolete, or unused; NOW, THEREFORE, BE IT RESOLVED by the Union County Board of Commissioners as follows: 1. The Vehicle is hereby declared surplus. 2. The County Manager is authorized to convey the Vehicle to New Salem Volunteer Fire Department, Inc. in accordance with G.S. § 160A-280, and to execute such documents of conveyance as may be necessary to transfer ownership of the Vehicle. Adopted this the ____ day of ______, 2026. Attest: Lynn G. West Brian Helms Clerk to the Board Chair, Union County Board of Commissioners 123 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 powered by Legistar™124 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 7/10/2026Page 1 of 1 powered by Legistar™125 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 : ____________________________________________________________ 126 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 127 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. 128 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 129 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. 130 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.) 131 Rider’s Guide unioncountync.gov/transportation Appendix A 132 | Transportation Rider’s Guide 2 Insta Square Sign Up forUnion County’s Refreshed Newsletter! ucgov.info/horizon Appendix A 133 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 134 | 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 135 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 Appendix A 136 | 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. Appendix A 137 4 Transportation Rider’s Guide | 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. Appendix A 138 | 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. Appendix A 139 6 Transportation Rider’s Guide | 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. Appendix A 140 | 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 141 8 Transportation Rider’s Guide | 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. Appendix A 142 | 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 143 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. Appendix A 144 | 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 145 12 Transportation Rider’s Guide | Appendix A 146 Rider’s Guide | Union County Transportation Appendix A 147 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 148 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 149 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 150 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 151 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 152 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 153 Appendix W 154 Appendix W 155 Appendix W 156 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 powered by Legistar™157 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 158 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 159 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 $ 0 160 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 161 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 FY2027 Operating & Capital Budget adopted by the Board of County Commissioners. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™162 163 164 165 166 167 168 169 170 171 172 173 174 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 powered by Legistar™175 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 powered by Legistar™176 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, a one- time Bringing Value Home Innovation Funding 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 7/10/2026Page 1 of 1 powered by Legistar™177 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. 178 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. 179 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:$21,141.00 180 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 181 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 powered by Legistar™182 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 Digital 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 FY 2027. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™183 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. 184 185 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-427 Agenda Date:7/20/2026 TITLE:..title Purchase - Library Print 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 its primary materials vendor, Ingram Library Services. The Library then orders materials against this purchase order throughout the year. The Library’s discounts have been negotiated by Mid Atlantic Library Alliance, Inc. (MALiA), a library consortium of which Union County is a member. The approval of this purchase will enable the Library to commence its book purchasing for the year so that there is no significant lapse in new materials for the public. 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 materials will be made using MALiA contract LVA-MAT-22-007, quoted by Ingram Library Services. F-INANCIAL IMPACT: The anticipated cost for the materials is $309,500 and is budgeted accordingly for FY 2027. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™186 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 Librar y 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. 187 LIBRARY OF VIRGINIA, ON BEHALF OF MID-ATLANTIC LIBRARY ALLIANCE, INC. (MALiA) RENEWAL/CONTRACT MODIFICATION Date: May 26, 2026 Contract: LVA-MAT-22-007 Renewal Number: 1 Modification Number: 1 Issued by: Library of Virginia, on behalf of Mid-Atlantic Library Alliance, Inc. (MALiA) 800 East Broad Street Richmond, VA 23219 Contractor: Ingram Library Services, LLC One Ingram Blvd. LaVergne, TN 37086 Description of Modification: Pricing increase for the following: Discount changes: For customers with Sales up to $149,999 Adult and Juvenile Trade Hardcover ………………….…….44.0% Low Price Point – this discount will be included: * Trade Hardcover, Quality Paperbacks and Mass Market Paperback titles ordered with a cover price of $14.99 or less will receive a 20% discount. Cataloging and Processing: To simplify budgeting and to speed items through our facilities, Ingram offers bundled cataloging and processing services. With our tiered service levels, your library can easily estimate its yearly cataloging and processing costs and identify ways to save. Rather than charging for each item applied to a unit, all units on a designated account will be charged the same cataloging and processing fee. This speeds up the work in our processing units and lets the library reconcile charges with little effort. It also distributes cataloging costs across all Ingram’s cataloging customers more fairly and enables us to maintain lower fees. Going forward, all existing customers will be moved to bundle billing. Description New Price/Unit Mylar jacket Component (Applied or Loose) $1.40 Bundle only available Kapco Cover & Mylar $1.90 (Laminate, only 5 mil offered) MARC Record Bundle only via iPage/FTP $0.75 NEW - Marc and Mylar bundle $2.15 NEW - Mylar & Laminate & Marc bundle $2.65 NEW - iClassic B (no Laminate) $1.99 188 - Replaces the “Automated package” to include: - Mylar, ILS supplied Barcodes, Spine Labels, Label protectors, property stamps, Best Available Marc Record. - NEW - iClassic A (with Laminate) $2.54 - Replaces the “Automated package” to include: - Mylar, ILS supplied Barcodes, Spine Labels, Label protectors, property stamps, Best Available Marc Record. - The following items will be sunset as Ingram Library Services will no longer offer: Theft Detection $0.69 per unit Date Due Slip (Partial) $0.20 per unit Pocket (Paper) $0.35 per unit Property Stamping $0.25 / impression All Cataloging and processing options are based on each library’s specifications and their specific needs. Freight Terms: Public Libraries - For libraries with a minimum of $150,000 in annual expenditures with Ingram or a commitment to meet this annual expenditure level, orders will ship with Ingram-paid freight from your primary and secondary distribution centers. For libraries with less than $150,000 in annual expenditures, Orders of 10 or more units from both your primary and secondary distribution center will ship with Ingram Paid Freight. Shipments of fewer than 10 units will be charged a flat $6.00 shipping fee. This flat fee amount or qualifying unit quantity is subject to change with notice. Items picked, packed, and shipped together count as an individual shipment. Due to the impact of rising oil prices, Ingram has instituted a $3.00 fuel surcharge. This fee is subject to change with bilateral agreement via contract modification All other pricing remains the same. This renewal Agreement is entered into pursuant to the basic Contract with the following changes: PERIOD OF AGREEMENT: From July 1, 2026 through June 30, 2027with no renewals remaining. STATUS OF PERSONNEL: Ryan Alexander has been designated as the Contract Administrator. Except for the changes provided herein, all other terms and conditions of the basic Contract remain unchanged and in full force and effect. Contractor Library of Virginia ____________________5/27/2026_ _________________________________ Signature and Date Signature and Date 189 _Carolyn Morris, Vice President ______ __________________________________________ Name and Title (Printed) Name and Title (Printed) Daniel K Hinderliter, C.O.O. 190 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 powered by Legistar™191 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) $46,649.00 192 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 193 Page 3 of 3 THE LARSON GROUP TLGTRUCKS.COM Phone: 417.865.5355 3026 N Mulroy Road Fax: 417.869.7738 Strafford, MO 65757 194 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 powered by Legistar™195 Def Value Purchase %Acres Purchase Cost 4,814,600.00$ 10%162.03 481,460.00$ 196 Def Value Purchase %Acres Purchase Cost 257,300.00$ 25%40.00 64,325.00$ 197 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 7/10/2026Page 1 of 1 powered by Legistar™198 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 $170.32 199 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 $2,761.70 200 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: $2,466,416.25 201 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 Owned Business. TAX ID# 22-3009648; DUNS# 61-1429481; CCR# 61-243957G; CAGE 1HTF0 The products offered under this proposal are resold in accordance with the terms and conditions of the Contract referenced under that applicable line item. 202 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™203 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 Incorporated204 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 Incorporated205 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 Incorporated206 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 Incorporated207 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 Incorporated208 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 Incorporated209 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 Incorporated210 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 Incorporated211 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 Incorporated212 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 Incorporated213 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 Incorporated214 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 Incorporated215 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 Incorporated216 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 Incorporated217 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 Incorporated218 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 Incorporated219 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 Incorporated220 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 Incorporated221 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 Incorporated222 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 Incorporated223 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 Incorporated224 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 Incorporated225 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 Incorporated226 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 Incorporated227 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 Incorporated228 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 Incorporated229 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 Incorporated230 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 Incorporated231 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 Incorporated232 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 Incorporated233 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 Incorporated234 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 Incorporated235 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 Incorporated236 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™237 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 2 238 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 2 239 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™240 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 Incorporated241 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 Incorporated242 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 Incorporated243 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 Incorporated244 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 Incorporated245 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 Incorporated246 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 Incorporated247 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 Incorporated248 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 Incorporated249 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 Incorporated250 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 Incorporated251 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 Incorporated252 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 Incorporated253 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 Incorporated254 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 Incorporated255 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 Incorporated256 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 Incorporated257 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 Incorporated258 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 Incorporated259 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 Incorporated260 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 Incorporated261 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 Incorporated262 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 Incorporated263 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 Incorporated264 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 Incorporated265 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 Incorporated266 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 Incorporated267 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 Incorporated268 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 Incorporated269 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 Incorporated270 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 Incorporated271 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 Incorporated272 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 Incorporated273 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 Incorporated274 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 7/10/2026Page 1 of 2 powered by Legistar™275 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 7/10/2026Page 2 of 2 powered by Legistar™276 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. 277 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. 278 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 279 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 280 I-13 I-14 J-13 J-14 E MONROE EXPY W MONROE EWPY MONROE ANSONVI L L E R D A U S T I N C H A N E Y R D Off Ramp Austin Chaney East On Ramp Austin Chaney West G A R D E N B R I D G E L NTRULL HINSON RDA u s t i n C h a n e y R d OLD W I L L IAM S RD SANTANA R D FUNDERBURK RDGARDEN BRIDGE LN JU L IA MAY BAK ER RD NC Center for Geographic Information and Analysis (NCCGIA), NC County Governments, US EPA ± 0 0.1 0.20.05 Miles PROPOSED GAS LINES EXISTING STEEL GAS LINE EXISTING PE GAS LINE 6" STEEL 275 PSI GAS LINE APPROXIMATE PROPOSED PROJECT AREA APPROX 3257 FEET 4" PE SR 1758 SR 1751 D A A 1 1 B B C C D D E F F 2 2 3 3 4 5 6 6 E.4 5.2 E.2 MECHANIC UNIT 0 R/W R/WR/WR/W R/W R/W R/W R/W R/W R/W R/W R/W WR/WR/WR/WR/WR/WR/WR/WR/WR/W R/W R/W R/W R/W R/W R/W R/W R/W R/W OHEOHEOHEOHE OHEOHEEOHE OHE OHE OHEOHEOHEOHE HANEY ROADBLE W IDTH R .O .W . )WWWWWWEXISTINGWATERL Iron Found R\W Disk Found R\W Disk Iron VC Wa te r M a in Existing Fire Hydrant PUE PUE PUE PUE PUE PUE PUE PUE PUE PUEPUEPUEPUEPUEPUEPUEPUEPUE PUE PU E PU E PUE PUE PUE PUE PUE PUE PUE PUE PUER/WR/W R/W R/W R/W R/W R/W R/W R/W R/W R/W R/W R/W R/W R/W R/W R/W R/W PUE PUE PUE PUE PUE PUE PUE PUE PUE PUE PUE PUE PUE PUE PUE PUEPUE 116.2 'DEDICATEDR.O.W .75'DEDICATEDR.O .W. -0+25. 4 2 0+00 1+00 2+003+00 4+00 5+00 6+00 7+00 8+00 9+00 10+00 11+00 12+00 13+00 13+50 R/W R/W R3 0 0 '29' R 3 0 0 'R250'R100 ' R75'R75'R30'R78'56.7'29'15.5 '10' PUBLICUTILITYEASEMENTR11 2 . 5 ' NCDOT 1264.02 TYPE 4 MARKER FOR END OF ROAD 2' WIDE, WHITE PAINT STOP BAR STOP SIGN (R1-1) 2' WIDE, WHITE PAINT STOP BAR 2' WIDE, WHITE PAINT STOP BAR STOP SIGN (R1-1) STOP SIGN (R1-1) 2.5' CURB AND GUTTER (TYP) PROPOSED TREE LINE 4" YELLOW PAINT CENTER LINE STRIPING 2'-6' / SP MINI-SKIP LINE (WHITE PAINT) 2'-6' / SP MINI-SKIP LINE (WHITE PAINT)R250'4" WHITE PAINT LANE LINE 4" WHITE PAINT LANE LINE NOSE DOWN CURB/TIE INTO SITE DRIVEWAY NOSE DOWN CURB/TIE INTO SITE DRIVEWAY 10' 10' 10' 10' X PDE 20' PUBLIC UTILITY EASEMEN T 0 25'50' SCALE: 1"=50' HORZ. E INFORMATION DED PROPERTY ACREAGE: 8 ACRES AL DEDICATED ROW AREA: ACRES TING IMPERVIOUS COVER: ACRES POSED IMPERVIOUS COVER: ACRES POSED SPEED LIMIT PH TYPICAL ROAD SECTION NOT TO SCALE CURB/GUTTER GAS LINE2' INNOVATION HUB SITE (BY OTHERS) RS Exhibit A 281 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-433 Agenda Date:7/20/2026 TITLE:..title Bid Award and Construction Contract - Union County Group Home Renovation INFORMATION CONTACT: Linda Whitaker, Facilities & Fleet Management, Assistant Director Design and Construction, 704-420- 2626 ACTION REQUESTED: Award contract to Dave’s Construction Service, Inc, in the amount of $642,130.50; 2) authorize the County Manager to i) negotiate and execute an agreement substantially consistent with this agenda item, ii) exercise any renewal or extension term options set forth in the agreement, and iii) terminate the agreement if deemed in the best interest of Union County, each in the County Manager’s discretion; and 3) adopt Resolution Providing Notice of Construction of the Union County Group Home Renovation Project. 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. The project scope of work entails the removal of existing interior walls and a redesign of the current restrooms, bedrooms, staff area, office area, kitchen and dining area to create an open-floor plan for staff to monitor daily activities, maintain a safe environment and to provide eight private bedrooms. Interior spaces will receive new flooring and paint, with anti-ligature door hardware, plumbing fixtures, and electrical fixtures. The exterior will receive a new therapeutic sidewalk around the rear of the building. On May 04, 2026, Procurement and Contract Management partnered with Facilities and Fleet Management to issue an Invitation for Bids, IFB 2026-025. On June 04, 2026, five (5) bids for the titled project were received and processed. All bids were tabulated, reviewed and certified by Capital Architecture, PLLC. The bids ranged from $642,130.50 - $814,000.0. Staff recommend the project be Union County, NC Printed on 7/10/2026Page 1 of 2 powered by Legistar™282 File #:26-433 Agenda Date:7/20/2026 awarded to the lowest, responsive, responsible bidder, Dave’s Construction Service, Inc., in the amount of $642,130.50. FINANCIAL IMPACT: The total cost of the construction contract included in this request is $642,130.50. Funding is available within the adopted Capital Account - Group Home Renovations 40080234-5580, to support the construction contract upon approval of Agenda Item #26-415 CPO 396. Union County, NC Printed on 7/10/2026Page 2 of 2 powered by Legistar™283 DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID Capital Architecture PLLC IFB 2026-025 202523 1 Union County Group Home Renovation 100% Construction Documents 09.15. 2025 00 11 13 Union County Group Home Renovation UNION COUNTY, NORTH CAROLINA Union County Group Home Renovation IFB 2026-025 ADVERTISEMENT FOR BIDS Sealed Bids for Union County Group Home Renovation will be received by Union County Procurement and Contract Management, 610 Patton Avenue, Monroe, North Carolina 28110 until 10:00 AM local time on June 04, 2026, at which time the Bids received will be publicly opened and read. Late bids will not be accepted. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED – 2026-025” and shall be addressed to Union County Procurement and Contract Management, Attn: Kyle Hodge, 610 Patton Avenue, Monroe, NC 28110. A Non-Mandatory Pre-Bid meeting will be held on May 13, 2026, at 10:00 AM local time at Union County Group Home, 600 Honeysuckle Ln, Monroe, NC 28110. Attendance at this meeting is strongly encouraged. Scope of Work: Comprehensive interior renovation of an existing facility that currently includes bedrooms, a dining room, kitchen, multiple bathrooms, storage rooms, laundry, IT room, and open areas. The renovation will modernize and reorganize the interior layout to better serve its intended use while meeting current accessibility, safety, and functional requirements. The Work includes coordinating with Union County Facilities and Fleet Management for access, security, and shutdowns. Bids will be received for a single prime Contract. Bids shall be on a lump sum basis as set forth in the Bid Form. All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Kyle.hodge@unioncountync.gov). Deadline for questions is 3:00 PM local time on May 20, 2026. Questions will be addressed via Addenda no later than 7 days prior to bid date. The Issuing Office for the Bidding Documents is: Name of Issuing Office: Capital Architecture PLLC Address: 4801 East Independence Blvd. Charlotte, NC 28212 Contact Name: Terry Connarn Contact E-mail Address: Terry@capitalarchitecturepllc.com Contact Phone: (704) 817-8340 Prospective Bidders may examine the Bidding Documents at Union County Procurement and Contract Management at 610 Patton Avenue, Monroe, North Carolina on Mondays through Fridays between the hours of 8:00 AM and 5:00 PM and may obtain copies of the Bidding Documents from the Issuing Office as described below. Bidding Documents are available in electronic or printed form from Duncan-Parnell via their bid room https://bidroom.duncan-parnell.com/Registration with Duncan-Parnell Bidroom is required to obtain the bid documents. There is no charge for registration. Printed hard copies of the Bidding Documents can be ordered and shipped for an additional fee, which will depend on the number of sets, size of Drawings, applicable taxes, and shipping method selected by the prospective Bidder. The approximate costs of the Bidding Documents and shipping are non- refundable, and are as follows: 284 DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID Capital Architecture PLLC IFB 2026-025 202523 2 Union County Group Home Renovation 100% Construction Documents 09.15. 2025 00 11 13 Union County Group Home Renovation • Download (PDF) $141.00 plus tax • Printed Set and Digital Set $188.00 plus tax Partial sets of Bidding Documents will not be available from the Issuing Office. Neither Owner nor Engineer will be responsible for full or partial sets of Bidding Documents, including Addenda if any, obtained from sources other than the Issuing Office or Duncan-Parnell Bidroom. Bidders must have a license to do work as a contractor in the State of North Carolina, as set forth under Article 1 chapter 87 of the North Carolina General statutes. The bidder’s North Carolina Contractor license number shall be designated on the outside of the sealed envelope containing the Bid. Bidders are required to provide a non-collusion affidavit, as set forth in the bidding documents. As provided by statute, a deposit of cash, cashier’s check or certified check on some bank or trust company insured by the Federal Deposit insurance Company, or a bid bond executed by corporate surety licensed under the laws of North Carolina to execute such bonds in the amount of 5% of the bid must accompany each bid. The payee shall be “Union County”. Said deposit shall guarantee that the Agreement will be entered into by the successful bidder if award is made. Such deposit may be held by Union County until the successful bidder has executed and delivered all required Contract documents to Union County. Union County reserves the right to reject any or all bids, including without limitation, nonconforming, nonresponsive, unbalanced, or conditional Bids. Owner further reserve the right to reject the Bid and Bidder whom they find, after reasonable inquiry and evaluation, to not be responsible. Owner may also reject the Bid and Bidder if the Owner believes that it would not be in the best interest of the Project to make an award to that Bidder. Owner also reserves the right to waive all informalities and technicalities not involving price, time, or changes in the Work and to negotiate, as allowed by law, contract terms with the Successful Bidder. Union County encourages good faith effort outreach as described in the Union County MBE and Small business Outreach Plan. Compliance with Union County Minority and Small Business Guidelines and Outreach Plan goals apply. Bidders shall submit a completed identification of Minority Participation form and either an Affidavit A or Affidavit B, as applicable along with their Bid. END OF DOCUMENT 00 11 13 285 Invitation for Bid No. 2026-025 Union County Group Home Renovation ADDENDUM No. 1 ISSUE DATE: May 15 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named IFB document. The following items add to, modify, and/or clarify the IFB documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the IFB document. 286 Union County Group Home Renovations Union County, Owner Project No.: 2026-025 Contract Document Date: September 15, 2026 Issue to: Bidders Addendum Date: May 15 2026 A. NOTICE TO BIDDER 1.1 This Addendum is issued pursuant to the Conditions of the Contract and is hereby made part of the Contract Documents. The addendum serves to clarify, revise, and supersede information in the Project Manual, the Drawings, and previously issued Addenda. The Bidder shall acknowledge receipt of this Addendum in the appropriate space on the Bid Form. Failure to do so may subject the Bidder to disqualification. A list of attachments, if any, is part of this document. 1.2 Acknowledge receipt of this Addendum in the space provided in the Bid Form. Failure to do so may disqualify the Bidder. 1.3 The date for receipt of bids for this project is unchanged by this Addendum. Sealed Bids for Union County Group Home Renovations will be received by the Union County Procurement Department until 10:00 AM local time on June 04, 2026 at Union County Procurement and Contract Management, 610 Patton Avenue, Monroe, NC 2811 0. 1.4 All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Kyle.hodge@unioncountync.gov). Deadline for questions is 3:00 PM local time on May 20, 2026. Questions will be addressed via Addenda no later than seven calendar days prior to the date for receipt of bids. All addenda and any associated contract document revisions will be posted to the following websites: Union County, NC State IPS, Duncan Parnell Planroom. Notice of Second Schedule Site Visit A second site visit has been added to the timeline. A non-mandatory site visit will be held on Monday, May 18, 2026 at 10:00am. B. QUESTION AND ANSWER SECTION 1. Per review of the bid documents. No demolition of existing flooring has been shown. Per review of finish schedule no new flooring installations have been shown. All existing flooring to be removed. Provide VCT flooring throughout interior other than Ceramic Tile in Restrooms. Note 2-tone VCT area shown near staff area. Color selection By Owner. Ceramic Tile Size and Color selection in Restroom Floors By Owner. 2. Per review of the bid documents. No asbestos report has been provided for review. Please confirm an asbestos investigation report has been completed and provide a copy for review 287 ADDENDUM NO. 01 Capital Architecture PLLC IFB 2026-025 202523 2 Union County Group Home Renovation 100% Construction Documents May 02 2025 00 91 13 Union County Group Home Renovation An Abestos test is being completed on May 15 and will be included in a subsequent addendum. 3. Per review of the bid documents per plan sheets noted above. The finish schedule is not showing any wall tile or floor tile finishes. The elevations for the restroom areas are showing wall tile and floor tile. The P-1 plan sheet has not on plumbing fixture schedule that “Tile shower stall constructed by GC. Need to provide finishes for walls and floors for restroom/shower areas and confirm type of floor tile and wall tile specification to be priced correctly. Provide 4”x4” White or Gray Ceramic Tile over suitable substrate on Floors and Walls in Shower compartments. 4. Please provide photo/picture files from preliminary site visit from AOR from prep design site visit. Has a Mapperport video survey been completed by design team. If this information is available, please provide for review. Mapperport is not provided. A second site visit is scheduled for Monday, May 18, 10:00 am. END OF ADDENDUM 288 11 (End of D 1 CAPITAL AR Document) RCHITECTURE PPLLC 289 10 0 CAPITAL ARRCHITECTURE PPLLC 290 9 CAPITAL ARRCHITECTURE PPLLC 291 3 CAPITAL ARRCHITECTURE PPLLC 292 4 CAPITAL ARRCHITECTURE PPLLC 293 5 CAPITAL ARRCHITECTURE PPLLC 294 6 6 CAPITAL ARRCHITECTURE PPLLC 295 8 CAPITAL ARRCHITECTURE PPLLC 296 Invitation for Bid 2026-025 Group Home Renovation ADDENDUM No. Two (2) ISSUE DATE: May 15, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 297 Page 2 of 2 Union County, North Carolina Addendum No. 2, IFB 2026-025 Group Home Renovation The correct link to access the documents from Duncan Parnell https://bidroom.duncan-parnell.com/ End of Addendum No. Two (2) 298 Invitation for Bid IFB 2026-025 Group Home Interior Renovation ADDENDUM No. 3 ISSUE DATE: May 28, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 299 Page 2 of 2 Union County, North Carolina Addendum No. 3, IFB 2026-025 Group Home Interior Renovation Change in Due Date The original due date as noted of; Due Date: June 04, 2026 Time: 10:00 AM Local Time Receipt Location: Union County Procurement and Contract Management 610 Patton Avenue Monroe, NC 28110 This is no longer valid. The new information is as follows; Due Date: June 10, 2026 Time: 10:00 AM Local Time Receipt Location: Union County Procurement and Contract Management 610 Patton Avenue Monroe, NC 28110 End of Addendum No. 1 300 Invitation for Bid No. 2026-025 Union County Group Home Interior Renovation ADDENDUM No. 4 ISSUE DATE: June 03, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named IFB document. The following items add to, modify, and/or clarify the IFB documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the IFB document. 301 ADDENDUM NO. 04 Gensler / REI IFB 2026-056 059 6957 400 1 Union County School Administration 100% Construction Documents 05.29.2026 00 91 13 Roof Replacement Project Union County Group Home Renovations Union County, Owner Project No.: 2026-025 Contract Document Date: September 15, 2025 Issue to: Bidders Addendum Date: June 03, 2026 A. NOTICE TO BIDDER 1.1 This Addendum is issued pursuant to the Conditions of the Contract and is hereby made part of the Contract Documents. The addendum serves to clarify, revise, and supersede information in the Project Manual, the Drawings, and previously issued Addenda. The Bidder shall acknowledge receipt of this Addendum in the appropriate space on the Bid Form. Failure to do so may subject the Bidder to disqualification. A list of attachments, if any, is part of this document. 1.2 Acknowledge receipt of this Addendum in the space provided in the Bid Form. Failure to do so may disqualify the Bidder. 1.3 The date for receipt of bids for this project is unchanged by this Addendum. Sealed Bids for Union County Group Home Renovations will be received by the Union County Procurement Department until 10:00 AM local time on June 10, 2026 at Union County Procurement and Contract Management, 610 Patton Avenue, Monroe, NC 28110. B. MODIFICATIONS TO DRAWINGS 1.5 Update to Drawings Cover Sheet to include sheet “AS1.2” Update to Drawings Cover Sheet to remove “cloud” from project name C. MODIFICATIONS TO SPECIFICATIONS 1.6 Update to Section 00 01 10 “Table of Content” to include Section 00 91 13 “Addenda” Update to Section 00 01 15 “List of Drawing Sheets” to include AS1.2 “Architectural Site Plan – Approved” Update to Section 00 01 15 “List of Drawing Sheets” to show date changes to the following pages AS1.1 Architectural Site Plan – Proposed A1.0 Proposed Floor Plan A1.1 Reflected Site Plan A3.0 Enlarged Bathroom A A3.1 Enlarged Bathroom B A3.2 Enlarged Bathroom C A4.0 Wall, Door & Windows Schedule M-1 Mechanical P-1 Plumbing Floor Plan P-2 Sanitary Floor Plan P-3 Domestic Water Floor Plan P-4 Sanitary Isometric E-1 Electrical Cover Sheet E-2 Floor Lighting Plan E-3 Floor Power Plan E-4 Floor Fire Alarm Plan E-5 Electrical Cover Sheet 302 ADDENDUM NO. 04 Gensler / REI IFB 2026-056 059 6957 400 2 Union County School Administration 100% Construction Documents 05.29.2026 00 91 13 Roof Replacement Project D. ATTACHMENTS 1.7 Drawings Cover Sheet Table of Contents List of Drawing Sheets Asbestos Report END OF ADDENDUM 303 DOCUMENT 00 01 15 – LIST OF DRAWING SHEETS Capital Architecture PLLC IFB 2026-025 202523 1 Union County Group Home Renovation 100% Construction Documents 09.15.2025 00 01 15 Union County Group Home Renovation 1.1 LIST OF DRAWINGS A. Drawings: Drawings consist of the drawings listed on the SHEET INDEX page of the separately bound drawing set dated 09/15/2025, as modified by subsequent Addenda and Contract modifications. A0.0 Cover Sheet 09-15-2025 A0.1 Life Safety Plan 09-15-2025 A0.2 Appendix B – Code Data 09-15-2025 A0.3 HDCP Accessibility Statement 09-15-2025 & ANSI A117.1 Diagrams AS1.0 Architectural Site Plan – Existing 09-15-2025 AS1.1 Architectural Site Plan - Proposed 01-06-2026 AS1.2 Architectural Site Plan – Approved 03-19-2026 D1.0 Existing & Demolition Plan 09-15-2025 A1.0 Proposed Floor Plan 03-19-2026 A1.1 Reflected Ceiling Plan 03-19-2026 A1.2 Reflected Ceiling Plan (Alternate 1) 09-15-2025 A2.0 Exterior Elevations 09-15-2025 A2.1 Exterior Elevations 09-15-2025 A2.2 Building Section 09-15-2025 A2.3 Building Section 09-15-2025 A3.0 Enlarged Bathroom A 03-19-2026 A3.1 Enlarged Bathroom B 03-19-2026 A3.2 Enlarged Bathroom C 03-19-2026 A3.3 Enlarged Staff’s Restroom 03-19-2026 A3.4 Enlarged Kitchen Plan & Equip. Schedule 09-15-2025 A3.5 Kitchen Elevations 09-15-2025 A4.0 Wall, Door & Windows Schedules 03-19-2026 A5.0 Renderings 09-15-2025 M-1 Mechanical Floor Plan 10-03-2025 P-1 Plumbing Floor Plan 10-03-2025 P-2 Sanitary Floor Plan 10-03-2025 P-3 Domestic Water Floor Plan 10-03-2025 P-4 Sanitary Isometric 10-03-2025 304 DOCUMENT 00 01 15 – LIST OF DRAWING SHEETS Capital Architecture PLLC IFB 2026-025 202523 2 Union County Group Home Renovation 100% Construction Documents 09.15.2025 00 01 15 Union County Group Home Renovation E-1 Electrical Cover Sheet 10-03-2025 E-2 Floor Lighting Plan 10-03-2025 E-3 Floor Power Plan 10-03-2025 E-4 Floor Fire Alarm Plan 10-03-2025 E-5 Electrical Cover Sheet 10-03-2025 S0.1 Framing Plan 09-15-2025 S0.2 Structural Letter 09-15-2025 END OF DOCUMENT 00 01 15 305 DOCUMENT 00 01 10 - TABLE OF CONTENTS Capital Architecture PLLC IFB 2026-025 202523 1 Union County Group Home Renovation 100% Construction Documents 09.15.2025 00 01 10 Union County Group Home Renovation PROJECT MANUAL – 100% CONSTRUCTION DOCUMENTS DIVISION 00 – PROCUREMENT AND CONTRACTING REQUIREMENTS 00 01 01 Project Title Page 00 01 07 Seals Page 00 01 10 Table of Contents 00 01 15 List of Drawing Sheets 00 11 13 Advertisement for Bids 00 11 16 Invitation to Bid 00 21 00 Instructions to Bidders 00 25 00 Pre-Bid Meetings 00 41 13 Bid Form – Stipulated Sum 00 43 13 Bid Security Form 00 43 28 Tax Rebate Form 00 43 39.13 Guidelines for Recruitment and Selection of Minority Business 00 45 19 Non-Collusion Affidavit 00 45 36 Equal Opportunity Employment Affidavit 00 45 39 MBE Provisions Affidavit 00 52 00 Agreement Forms 00 54 00 Notice of Intent to Award 00 55 00 Notice to Proceed 00 61 00 Bond Forms 00 62 00 Certificate of Insurance 00 72 00 General Conditions of the Contract for Construction 00 91 13 Addenda DIVISION 01 – GENERAL REQUIREMENTS 01 10 00 Summary 01 26 00 Contract Modifications Procedures 01 29 00 Payment Procedures 01 31 00 Project Management and Coordination 01 32 00 Construction Progress Documentation 01 33 00 Submittal Procedures 01 40 00 Quality Requirements 01 42 00 References 01 50 00 Temporary Facilities and Controls 01 60 00 Product Requirements 01 73 00 Execution 01 73 29 Cutting and Patching 01 74 19 Construction Waste Management and Disposal 01 77 00 Closeout Procedures 01 78 23 Operation and Maintenance Data 01 78 39 Project Record Documents 01 79 00 Demonstration and Training END OF TABLE OF CONTENTS 306 Sheet Title: Professional Seals: FOR CONSTRUCTION AS NOTED Revisions: Date: Scale: Sheet Number: Project Name: 15 SEP. 2025 This drawing is the property of CAPITAL ARCHITECTURE PLLC and is not to be copied in whole or in part. No information contained herin may be used on any other project. This drawing is part of a total package of Contract Documents and must be returned to CAPITAL ARCHITECTURE PLLC on request. Written dimensions take precedence over scaled dimensions Copyright: CAPITAL ARCHITECTURE PLLC 2025 4801 E. INDEPENDENCE BLVD., STE: 901 CHARLOTTE, NC 28212 / 704.817.8340 1- 03.19.2026 CODE COMMENTS COVER SHEET A0.0 UNION COUNTY GROUP HOME RENOVATION 600 HONEYSUCKLE LN, MONROE, NC 28110 1 A0.0NOT TO SCALE PROJECT LOCATION 2 A0.0 NOT TO SCALE SITE LOCATION UNION COUNTY GROUP HOME - RENOVATION 600 HONEYSUCKLE LN, MONROE, NC 28110 ARCHITECTURAL SHEETS: PROJECT LOCATION ARCHITECT: CAPITAL ARCHITECTURE PLLC 4801 E. INDEPENDENCE BLVD., STE. 901 CHARLOTTE, NC 28212 (e) TERRY@CAPITALARCHITECTUREPLLC.COM (t) 704.817.8340 SITE LOCATION N N P.M.E ENGINEER: UNION COUNTY PROJECT #202523 C2 ENGINEERING SOLUTIONS 1401 CENTRAL AVE., STE 200-J CHARLOTTE, NC 28205 (e) RYAN@C2E.SOLUTIONS (t) 540.314.1578 STRUCTURAL ENGINEER: CLAYTON CONSULTING, PLLC 7427 MATTHEWS MINT HILL RD., STE 105 #415 MINT HILL, NC 28212 (e) LINK@CLAYTONCONSULTINGPLLC.COM (t) 704.456.5512 STRUCTURAL SHEETS: S0.1 - FRAMING PLAN S0.2 - STRUCTURAL LETTER PLUMBING SHEETS: P-1 - PLUMBING FLOOR PLAN P-2 - SANITARY FLOOR PLAN P-3 - DOMESTIC WATER FLOOR PLAN P-4 - SANITARY ISOMETRIC M-1 - MECHANICAL FLOOR PLAN MECHANICAL SHEETS: E-1 - ELECTRICAL COVER SHEET E-2 - FLOOR LIGHTING PLAN E-3 - FLOOR POWER PLAN E-4 - FLOOR FIRE ALARM PLAN E-5 - ELECTRICAL COVER SHEET ELECTRICAL SHEETS: A0.0COVER SHEET A0.1LIFE SAFETY PLAN A0.2APPENDIX B - CODE DATA A0.3HDCP ACCESSIBILITY STATEMENT & ANSI A117.1 DIAGRAMS AS1.0ARCHITECTURAL SITE PLAN - EXISTING AS1.1CONDITIONAL RESIDENTIAL REZONING SITE PLAN AS1.2APPROVED SITE PLAN D1.0EXISTING & DEMOLITION PLAN A1.0PROPOSED FLOOR PLAN A1.1REFLECTED CEILING PLAN A1.01REFLECTED CEILING PLAN (EXISTING) A2.0EXTERIOR ELEVATIONS A2.1EXTERIOR ELEVATIONS A2.2BUILDING SECTION A2.3BUILDING SECTION A3.0ENLARGED BATHROOM A A3.1ENLARGED BATHROOM B A3.2ENLARGED BATHROOM C A3.3ENLARGED STAFF'S RESTROOM A3.4ENLARGED KITCHEN PLAN & EQUIP. SCHEDULE A3.5KITCHEN ELEVATIONS A4.0WALL, DOOR & WINDOWS SCHEDULES A5.0RENDERINGS 1 307 Sheet Title: Professional Seals: FOR CONSTRUCTION AS NOTED Revisions: Date: Scale: Sheet Number: Project Name: 15 SEP. 2025 This drawing is the property of CAPITAL ARCHITECTURE PLLC and is not to be copied in whole or in part. No information contained herin may be used on any other project. This drawing is part of a total package of Contract Documents and must be returned to CAPITAL ARCHITECTURE PLLC on request. Written dimensions take precedence over scaled dimensions Copyright: CAPITAL ARCHITECTURE PLLC 2025 4801 E. INDEPENDENCE BLVD., STE: 901 CHARLOTTE, NC 28212 / 704.817.8340 1- 03.19.2026 CODE COMMENTS APPROVED SITE PLAN AS1.2 UNION COUNTY GROUP HOME RENOVATION 600 HONEYSUCKLE LN, MONROE, NC 28110 1 308 309 310 311 312 313 314 315 4801 E. INDEPENDENCE BLVD., SUITE # 901, CHARLOTTE, NC 28212 704.817.8340 PROJECT ADDENDUM # 03: Date: May 27, 2026 Project Name and Number: Union County Group Home - Renovation #202523 Owner: Union County, North Carolina Contact Info: design@capitalarchitecturepllc.com, Eric.Simpson@unioncountync.gov Project Address: 600 Honeysuckle Ln, Monroe, NC 28110 General Clarifications: Bid Date is June 4th, 2026, 10:00 AM Local Time. RFI #001 – (Clarification) Provide economy grade ceramic tile with coved base where shown. Provide samples to Owner for approval. Change Orders may be submitted for upgraded tile pending Owner approval after GC is selected and contract is awarded. RFI #002 – (Clarification) Asbestos Testing will be performed by 3rd party testing agency, contracted directly by the Owner. Test results will be shared with the Bidders in this addendum. New RFI’s: #05-09 RFI # 005: DCS Received: May 13, 2026 Request: Per review of bid documents as noted above, not plumbing fixtures have been shown on plumbing plans. Per review of architectural sheets as noted above plumbing fixture types are being shown on toilet accessory schedules. Only toilet accessories i.e. toilet paper dispenser, paper towel dispenser soap dispenser and grab bars should be shown on this schedule, not toilet fixtures dealing with plumbing installation. Please correct Plumbing sheets to show all plumbing fixture installations so they can be priced correctly. Response: See plumbing fixtures specs attached. See Architectural plans for Toilet Accessories. Note: Provide all Anti-Ligature Plumbing Fixtures and Toilet Accessories Typ. RFI # 006: DCS 1 CAPITAL ARCHITECTURE PLLC 316 Received: May 14, 2026 Request: Per review of bid documents as noted above, please confirm the materials type of the new frames for new solid core doors shown on plan sheet A4.0. The existing frames are wood. Confirm if new frames will be wood with wood trim or metal frames. The elevations for new doors and frames are showing two different header thickness. Response: Use 2” standard Hollow Metal Door Frames with 2” Heads. RFI # 007: DCS Received: May 14, 2026 Request: Per review of bid documents as noted above, the demolition plan sheet D1.0 note # 4 states to remove existing millwork & kitchen equipment. Plan sheet A1.1. states the existing kitchen hood vent to be raised up to ceiling. Plan sheet A3.4 states to provide new hood and schedule on this plan sheet states Toilet Accessory Schedule which shows E-6 hood type being 48” GE model # GEWADREW5501. Plan sheet A3.4 states to provide new 30 “built in electric 4 burner stove. Plan sheet A3.5 states to sand and refinish existing cabinets. Per all information noted above. Please confirm items noted below. 1. Confirm which millwork is to remain in place and confirm sanding and refinishing for final finish to be painted. 2. The new hood model shown on plans doesn’t exist. Confirm correct model of new hood to be installed. 3. The model for new 4 burner stove is not correct. The Avantco model A-49R-HC is for a solid door reach in refrigerator. 4. Demolition plan sheet D1.0 states to remove all kitchen equipment. But plan sheet A3.4 states E-1, E-2, E-3, Response: Use Standard new 4 burner stove. ● GE 30-in 4 burners Smooth surface Black Electric Cooktop Model #JP3030DWBB (Or Equal) Provide new Laminate Countertop at cabinets and Island Area. New Hood to be provided by contractor. (48" Custom Hood Insert = Model #:UVC9480SLSS) https://www.geappliances.com/appliance/48-Custom-Hood-Insert-UVC9480SLS S (Or Equal) Sand and Paint existing millwork. Upper cabinets and wall that currently face dining room area, and living room area, are to be removed for visibility and access to adjacent room. See updated Electrical Plans RFI # 008: DCS 2 CAPITAL ARCHITECTURE PLLC 317 Received: May 14, 2026 Request: Per review of bid documents as noted above, plan sheet A1.0 states the plan sheet is at 3/16” = 1’-00”. Per review the sidewalks shown are 3’ wide per scale. But there is a note stating minimum 4’ at side door E3. No thickest or psi requirements have been shown. Confirm final width, thickest and psi for new concrete sidewalks. Response: Thickness = 4” Width = 48” Strength = 3,500 psi; Air entrained. RFI # 009: DCS Received: May 15, 2026 Request: Per review of bid documents as noted above, plan sheet A1.1 states “Patch & repaint ceilings where existing walls are to be removed”. Per review of existing conditions during pre-bid walk through. There are existing ceilings with popcorn spray finish and there are other rooms where the ceilings are just flat finish. The areas where the popcorn finish exist will be hard to patch and repaint. Confirm if existing popcorn finish will need to be removed in those areas to allow flat ceilings to be finished and repainted. Response: Yes, remove all popcorn ceiling in the building areas to allow flat ceilings to be finished and repainted. Substitution Request: DCS Date: May 15, 2026 Kyle, please see the documentation on the links below for review and approval as a substitution for the above noted items. Please confirm you received this information for review and approval. IFC-69_Track_Specification_2023.pdf Curtain_Spec_-_Breakaway_Curtains_-_2023.pdf Response – Substitution is acceptable by Owner. RFI # (001H): Harmon Construction Services Received: May 19, 2026 3 CAPITAL ARCHITECTURE PLLC 318 1. Can you provide the specifications or preferred products for the ceramic tile to be used in the bathrooms for the flooring and for the shower wall tile. - See above. 2. Also, is wall tile to be adhered directly to the MR Drywall or will you require a backerboard material as an underlayment for the wall tile? - Use Cement Board on walls where tile is shown. 3. Please provide material selection for all flooring not identified as ceramic floor tile. a. (The assumption is that with wall demolition, removal and replacement all flooring is to be demo'd and new flooring installed throughout.) - Use economy grade VCT flooring. Provide samples to Owner for approval. Final Color selections by owner. Scale drawings for pricing purposes of 2-tone area of VCT flooring. 4. Sht. AO.1-Note 9 - Wall covering within 2' of ALL flushing devices SHALL have a smooth, hard, non-absorbent material finish to a height of 4 ft. Does this infer ceramic wall tile or does the MR Drywall with paint fulfill the requirements? - Provide tile where shown on toilet room elevations. MR Gyp Bd with gloss paint is acceptable where no tile is shown. 5. Will an asbestos test be performed prior to demo on the acoustic ceiling texture material, on the drywall and joint compounds, and on the existing flooring and adhesives? – See above. 6. Is the metal transition strip/expansion joint from the carport to the driveway to remain? - Yes. Existing to remain. 7. Please confirm all HVAC interior furnace units and hotwater heaters to remain in current locations. - Mechanical units are existing to remain. 8. Are interior door types marked "Door Opening" cased openings? (No door) Sht. A4.0 - Yes, provide cased openings where no doors are specified. 9. Should door sizes 36" x 82" be marked as type 'E' on the door legend? (Not D) Sht A4.0 - Doors labeled Type D and E are cased openings. No doors at these openings. 10. Are all fire and alarm equipment to be removed and replaced with new equipment? - The fire alarm system is existing to remain. There will be existing devices and new devices per E4. (End of Document) 4 CAPITAL ARCHITECTURE PLLC 319 7427 Matthews Mint Hill Rd., Ste 105, #415 Clayton Consulting, PLLC Phone: (704) 456-5512 Mint Hill, NC 28227 License No. P-2520 June 2, 2026 Mr. Eric Simpson Union County Eric.Simpson@unioncountync.gov Reference: Response to RFI Union County Group Home - Renovation Monroe, North Carolina CC Project # S2025.1071 Dear Mr. Simpson, Clayton Consulting, PLLC is pleased to provide this RFI Response Letter to your email sent on May 20, 2026. Please see below and our responses are provided in red italics: Please note columns/posts on Shts. S0-1, A1.0 & A5.0 (3D Plan and Interior View). 1) Can you provide details regarding these structural supports? King and jack studs are called out to support a drop beam in order to remove load-bearing walls. The existing bottom plate can be utilized, if pressure treated. If not, a pressure treated 2x6 bottom plate should be installed. Jack and kings studs should be SYP #2 and 2x6 in size. If a new bottom plate is required, utilize powder actuated nailed connection to the existing slab at 6” o.c. (min. 3” nail length). Also recommended is placement of Simpson MSTA36 straps at the jack stud to beam. Place MSTA36 strap on each side, left and right, as well front and back. 2) Please provide Type of material, Mounting and fastening details and What the posts are supporting above the ceiling. See above. Beams are supporting existing pre-engineered wood trusses. Wall removal at these locations appear load-bearing based upon existing plan review. This existing plan will be provided with this RFI response. 3) Are footings needed for LVLs? None are called out Existing plan review indicates the potential for a thickened slab or footing at these locations. The GC should confirm if this is the case in the field by drilling pilot holes. If an existing thickened slab or footing is not present, the existing slab should be cut and replaced with a new spread footing as follows: - 2 ply 18” locations - The footings should each have sizes of 24”x24”x12” with (4) #5 rebar, each way. - 2 ply 16” locations - The footings should each have sizes of 18”x18”x12” with (4) #5 rebar, each way. 320 Response to RFI June 2, 2026 UCGH, Monroe, NC Page 2 Project # S2025.1071 7427 Matthews Mint Hill Rd., Ste 105, #415 Clayton Consulting, PLLC Phone: (704) 456-5512 Mint Hill, NC 28227 License No. P-2520 4) The office and conference wall lands in the middle of a window, what's the plan? The outside wall is load-bearing and should incorporate a existing header. This new wall is non-loading bearing. If field conditions change or are incorrect to that provided or assumed, please contact us for revised recommendations. Clayton Consulting, PLLC appreciates the opportunity to provide engineering services. Feel free to contact us at (704) 456-5512 or link@claytonconsutlingpllc.com if you have any questions or comments. Sincerely, Clayton Consulting, PLLC Robert C. Link, PE Principal / President 6/2/2026 321 Willoughby Industries - Behavioral Health Products B26-7 MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   5HFRPPHQGHG6SHFL¿FDWLRQV ASETWS-1490-FM-FA Ligature-resistant Front Mounted Wall Outlet Floor Mounted 6LSKRQ-HW6HULHV Toilet (1.28 GPF UNIT W/ 18" A.F.F. SEAT HEIGHT** SHOWN) 8QLWPD\EHVKRZQZLWKRSWLRQDOIHDWXUHV Ligature-resistant, Front Mounted, Wall Outlet, Floor Mounted, Siphon Jet Series Toilet shall be: Willoughby Model No. ASETWS-1490-FM-FA (Select from model number and options list on next page) Fixture shall be fabricated from 14 gauge, type 304 stainless steel. 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Proper backing and anchoring hardware for mounting of lavatory provided by others. 2SWLRQDO)HDWXUHV Note: Plug-in transformer must be used with a ground fault interrupter (GFCI) receptacle to prevent possible electrical shock. LIGATURE-RESISTANT DISCLAIMER This product is designed to minimize ligature points. While every HႇRUWKDVEHHQPDGHWRUHGXFHWKHSRVVLELOLW\RIOLJDWXUHSRLQWV this product does not eliminate all risks. Ligature-Resistant products by Willoughby Industries are to be used in conjunction with, not as a replacement for, trained professionals. (Unit may be shown with optional features) 7RVSHFLI\¿[WXUHDQGDFFHVVRULHVXVHWKH0RGHO1XPEHUDQG2SWLRQVSDJH Example: To specify a single station Ligature-resistant, Solid Surface, Behavioral Healthcare Lavatory, with a Ligature-resistant Electronic Infrared Faucet, in Sandstone color Use the following Willoughby Model Number: LRBHL-2220-LRFC-IR-SS © Rev. 8/2025 3$7(17('' 326 B28-12 Approved For Manufacturing By: Date: Company: Wall Thickness: Wall Type:VERIFY ALL DIMENSIONS WITH FACTORY PRIOR TO ROUGH-INWILLOUGHBY RESERVES THE RIGHT TO MAKE CHANGES IN DESIGN ANDDIMENSIONS WITHOUT FORMAL NOTICE AND WITHOUT INCURRING OBLIGATION.MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   MODEL NUMBER AND OPTIONS: © Rev. 8/2025  2SWLRQV TTMV In-line Thermostatic Mixing Valve T AMT Antimicrobial Trap** T0& 0RXQWLQJ&DUULHU TOther ________________________ TOther ________________________  5HT9SRZHUWKURXJKJURXQGIDXOWLQWHUUXSWHU *)&, UHFHSWDFOH $QWLPLFURELDOSURSHUWLHVDUHEXLOWLQWRLQKLELWWKHJURZWKRIEDFWHULD WKDWPD\DႇHFWWKLVSURGXFW7KHDQWLPLFURELDOSURSHUWLHVGRQRW SURWHFWXVHUVRURWKHUVDJDLQVWEDFWHULDYLUXVHVJHUPVRURWKHU GLVHDVHRUJDQLVPV$OZD\VXVHJRRGK\JLHQLFFOHDQLQJSUDFWLFHV 19VHOHFWLRQPD\QHJDWHOLJDWXUHUHVLVWDQWSURSHUWLHVLIQRQDSSURYHG OLJDWXUHUHVLVWDQWIDXFHWLVXVHGLQOLHXRI:LOORXJKE\OLJDWXUHUHVLVWDQW IDXFHW  %DVH0RGHO1XPEHU TLRBHL-2220 Ligature-resistant, Solid Surface, Behavioral Healthcare, Lavatory  )DXFHW7\SH T/5)&,5 /LJDWXUH5HVLVWDQW)DXFHW,QIUDUHG6HQVRU3OXJLQ T/5)&%2 /LJDWXUH5HVLVWDQW)DXFHW,QIUDUHG6HQVRU%DWWHU\2SHUDWHG T/5)&3%+ /LJDWXUH5HVLVWDQW)DXFHW3XVK%XWWRQ3QHXPDWLF T/5)&3=3% /LJDWXUH5HVLVWDQW)DXFHW3XVK%XWWRQ3LH]R(OHFWURQLF TNV Less Faucet*** (Specify hole size and location)  +ROH'ULOOLQJ6HOHFWLRQ )DXFHWE\2WKHUV  127(,IKROHGULOOLQJLVUHTXLUHGSOHDVHVXEPLWIDXFHWIRUDSSURYDO T&& &HQWHUVHW‘+ROHV 6SHFLI\RUKROHVBBB T&& &HQWHUVHW‘+ROHV 6SHFLI\RUKROHVBBB T&& &HQWHU6KDQN  ‘+ROH T63 6SHFLDO3XQFKLQJ'ULOOLQJ 6SHFLI\KROHSXQFKLQJGLP SP: _____________________________  6ROLG6XUIDFH/DY'HFN&RORUV T BN Bone T GW Glacier White T GG Grey Granite T SS Sandstone T WG White Granite T BG Black Granite T NB Nocturnal Blue T5& 5HG&RUDO T SG Sea Green 3$7(17('' ,1&203/,$1&(:,7+$'$   62/,'685)$&(/$9'(&.  /5)&,5/,*$785(5(6,67$17 ,1)5$5(')$8&(7+$5':,5('  0$;$'$  ),1,6+(')/225 + &:$7(56833/,(6 %<27+(56      =&/,302817,1*+2/(6  '5$,1  &/ 9$&*)&,5(48,5('3529,'('63$&(%(7:((1 3(5,0(7(52)5(&(37$&/($1'),;785(%5$&.(7 *)&,%<27+(56&2168/7/2&$/(/(&75,&$/&2'(6   02817,1* 6/276 327 B31-9 visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   5HFRPPHQGHG6SHFL¿FDWLRQV :LOORXJKE\,QGXVWULHV- Behavioral Health Products LRFC-PBH Ligature-resistant 3QHXPDWLF3XVK%XWWRQ )DXFHW (4" Center Set) ‹5HY :LOORXJKE\PRGHO/5)&3%+/LJDWXUHUHVLVWDQW3QHXPDWLF3XVK%XWWRQ )DXFHWVKDOOEHFRQVWUXFWHGRIFDVWVWDLQOHVVVWHHOZLWKDSROLVKHG H[WHULRU¿QLVK7KHOLJDWXUHUHVLVWDQWIDXFHWVKDOOEHVXUIDFHPRXQWHGZLWKQR YLVLEOHIDVWHQHUV7KHIDXFHWVKDOOKDYHDƒDQJOHRIVSUD\ZLWK*30 PD[LPXPÀRZUDWH7KH/5)&3%+IHDWXUHVDFRQFHDOHGYDQGDOUHVLVWDQW UHPRYDEOHLQVHUW7KHLQVHUWFDQEHVHUYLFHGDQGLQVWDOOHGZLWKDVSHFL¿FDOO\ GHVLJQHGNH\WRRO7KHLQVHUWSURYLGHVDVSUD\VWUHDPZLWKVPDUWOLPH FOHDQLQJWHFKQRORJ\7KH/5)&3%+KDVDFRQWRXUHGGHVLJQWRPLQLPL]HDQ\ SRWHQWLDOOLJDWXUHSRLQWV7KHIDXFHWLVVXSSOLHGZLWKDYDOYHOLJDWXUHUHVLVWDQW SQHXPDWLFSXVKEXWWRQVZLWKUHGDQGEOXHFRORUHGWHPSHUDWXUHLQGLFDWRU ULQJVDQGFRQQHFWLRQWXEHV )DXFHWFRQIRUPVWR$'$UHTXLUHPHQWVIRUDFFHVVLELOLW\ZKHQPRXQWHG SURSHUO\RQ¿[WXUH&RQVXOWORFDOFRGHVIRU$'$UHTXLUHPHQWVDVFRGHVDQG LQWHUSUHWDWLRQVPD\YDU\ 237,216 T709 ,QOLQH7KHUPRVWDWLF0L[LQJ9DOYH LIGATURE-RESISTANT DISCLAIMER 7KLVSURGXFWLVGHVLJQHGWRPLQLPL]HOLJDWXUHSRLQWV:KLOHHYHU\HႇRUWKDVEHHQ PDGHWRUHGXFHWKHSRVVLELOLW\RIOLJDWXUHSRLQWVWKLVSURGXFWGRHVQRWHOLPLQDWHDOO ULVNV/LJDWXUH5HVLVWDQWSURGXFWVE\:LOORXJKE\,QGXVWULHVDUHWREHXVHGLQ FRQMXQFWLRQZLWKQRWDVDUHSODFHPHQWIRUWUDLQHGSURIHVVLRQDOV 328 Willoughby Industries - Behavioral Health Products B31-10 visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   ‹5HY329 S10-20 visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   Willoughby Industries - Security Products LRFD Series Ligature-Resistant Floor Drain - Round Strainer /LJDWXUHUHVLVWDQWÀRRUGUDLQZLWKURXQGVWUDLQHUVKDOOEH:LOORXJKE\ 0RGHO1RLRFD-__RD-__-__ VHOHFWIURPPRGHOQXPEHUDQGRSWLRQV OLVWEHORZ )ORRUGUDLQDVVHPEO\VKDOOEHFDVWLURQZLWKWZRSLHFH ERG\ZLWKGRXEOHÀDQJHDQGSULPHUWDSLQYHUWLEOHÀDVKLQJFROODU ZHHSKROHVERWWRPRXWOHWFRQQHFWLRQDQG1LNDOR\DGMXVWDEOHKRXVLQJ ZLWKKHDY\JDXJHVWDLQOHVVVWHHOOLJDWXUHUHVLVWDQWGUDLQLQVHUW7KH GUDLQLQVHUWKDVLQRIRSHQVSDFHIRUERWKWKHDQGLQVHUW LIGATURE-RESISTANT DISCLAIMER 7KLVSURGXFWLVGHVLJQHGWRPLQLPL]HOLJDWXUHSRLQWV:KLOHHYHU\HႇRUW KDVEHHQPDGHWRUHGXFHWKHSRVVLELOLW\RIOLJDWXUHSRLQWVWKLVSURGXFW GRHVQRWHOLPLQDWHDOOULVNV/LJDWXUH5HVLVWDQWSURGXFWVE\ :LOORXJKE\,QGXVWULHVDUHWREHXVHGLQFRQMXQFWLRQZLWKQRWDVD UHSODFHPHQWIRUWUDLQHGSURIHVVLRQDOV ‹5HY 1.) Base Model Number: T/5)' /LJDWXUHUHVLVWDQWÀRRU drain 2.) Drain Insert T5'‘ T5'‘ 3.) Pipe Size T‘3LSHVL]H T‘3LSHVL]H T‘3LSHVL]H 4.) Connection Type TNH No-Hub Drain T,&',QVLGH&DXON'UDLQ T3+*3XVK2Q+XEZLWK*DVNHW 5.) Domestic Drain (Optional - at additional cost) TBAA Buy America Act Compliant 330 S10-11 MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   Willoughby Industries - Security Products LRGB Series Ligature-resistant ADA Compliant Grab Bars LRGB-______/LJDWXUHUHVLVWDQWJUDEEDUVVKDOOEHIDEULFDWHG IURP7\SHVWDLQOHVVVWHHO([SRVHGVWDLQOHVVVWHHO VXUIDFHVVKDOOEHSROLVKHGWRDVDWLQ¿QLVK*UDEEDUVKDOO KDYHJDXJHVWDLQOHVVVWHHOSODWHZHOGHGWRERWWRPWRJLYH ¿[WXUHDOLJDWXUHUHVLVWDQWGHVLJQ*UDEEDUIDVWHQHUVDQGZDOO DQFKRUVE\RWKHUV 9DULRXVFRQ¿JXUDWLRQVDUHDYDLODEOH LRGB-36 SHOWN MODEL NUMBER GRAB BAR LENGTH ("X") LRGB-18-ADA 18" LRGB-24-ADA 24" LRGB-36-ADA 36" LRGB-42-ADA 42" LRGB-48-ADA 48"  ‹5HY ;   ;     7239,(: )52179,(: %277209,(:  $ $ 78%,1*   6(&7,21$$ *$663/$7( :(/'('7278%,1* 127(/,*$785(5(6,67$17*5$%%$5 3(5$'$*8,'(/,1(6$635,17(' 21,17+()('(5$/5(*,67(5 21*5$%%$56*5$%%$560867%( 02817('72$%29(),1,6+(' )/225727+(7232)7+(*5,33,1* 685)$&( $&+25,1*0$7(5,(5$/6%<27+(56 LIGATURE-RESISTANT DISCLAIMER 7KLVSURGXFWLVGHVLJQHGWRPLQLPL]HOLJDWXUHSRLQWV:KLOHHYHU\ HႇRUWKDVEHHQPDGHWRUHGXFHWKHSRVVLELOLW\RIOLJDWXUHSRLQWV WKLVSURGXFWGRHVQRWHOLPLQDWHDOOULVNV/LJDWXUH5HVLVWDQW SURGXFWVE\:LOORXJKE\,QGXVWULHVDUHWREHXVHGLQFRQMXQFWLRQ ZLWKQRWDVDUHSODFHPHQWIRUWUDLQHGSURIHVVLRQDOV 331 S10-13 MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   Willoughby Industries - Security Products LRTH Series Ligature-resistant Release Towel Hook LRTH ______OLJDWXUHUHVLVWDQWUHOHDVHWRZHOKRRNDVVHPEO\VKDOOEH IDEULFDWHGIURP7\SHVWDLQOHVVVWHHO([SRVHGVWDLQOHVVVWHHOVXUIDFHVVKDOOEHSROLVKHGWRD VDWLQ¿QLVK3UHVVXUHDFWLYDWHGUHOHDVHWRZHOKRRN V ZLOOVXSSRUWOLJKWFORWKLQJDQGWRZHOORDGV +RZHYHUH[FHVVLYHKRRNORDGVZLOOFDXVHGRZQZDUGKRRNUHOHDVH 7RZHOKRRNDVVHPEO\VKDOOKDYHOLJDWXUHUHVLVWDQWVORSHGVLGHVLQDGGLWLRQWRWKHSUHVVXUHDFWLYDWHG UHOHDVHWRZHOKRRN V  :DOODQFKRUVE\RWKHUV LIGATURE-RESISTANT DISCLAIMER 7KLVSURGXFWLVGHVLJQHGWRPLQLPL]HOLJDWXUHSRLQWV:KLOHHYHU\HႇRUWKDVEHHQPDGHWRUHGXFH WKHSRVVLELOLW\RIOLJDWXUHSRLQWVWKLVSURGXFWGRHVQRWHOLPLQDWHDOOULVNV/LJDWXUH5HVLVWDQWSURG- XFWVE\:LOORXJKE\,QGXVWULHVDUHWREHXVHGLQFRQMXQFWLRQZLWKQRWDVDUHSODFHPHQWIRUWUDLQHG SURIHVVLRQDOV LRTH1 LRTH4 MODEL NUMBER NUMBER OF HOOKS LRTH1 1 LRTH4 4  ‹5HY332 S10-3 MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   Willoughby Industries - Security Products LRTH4S-FA Ligature-Resistant Release Towel Hook w/ Integral Shelf Front Mounted LRTH4S-FAUHOHDVHWRZHOKRRNDVVHPEO\ZLWKLQWHJUDOVKHOI VKDOOEHIDEULFDWHGIURP7\SHVWDLQOHVVVWHHO([SRVHG VWDLQOHVVVWHHOVXUIDFHVVKDOOKDYHDJODVVEODVW¿QLVK 3UHVVXUHDFWLYDWHGUHOHDVHWRZHOKRRN V ZLOOVXSSRUWOLJKW FORWKLQJDQGWRZHOORDGVKRZHYHUH[FHVVLYHKRRNORDGVZLOO FDXVHGRZQZDUGKRRNUHOHDVH /57+6)$KRRNDVVHPEO\VXSSOLHGZLWKYDQGDOUHVLVWDQW VWDLQOHVVVWHHOVHFXULW\VFUHZV:DOODQFKRUVE\RWKHUV MODEL NUMBER NUMBER OF HOOKS LRTH4S-FA 4  ‹5HY LIGATURE-RESISTANT DISCLAIMER 7KLVSURGXFWLVGHVLJQHGWRPLQLPL]HOLJDWXUHSRLQWV:KLOHHYHU\ HႇRUWKDVEHHQPDGHWRUHGXFHWKHSRVVLELOLW\RIOLJDWXUHSRLQWV WKLVSURGXFWGRHVQRWHOLPLQDWHDOOULVNV/LJDWXUH5HVLVWDQW SURGXFWVE\:LOORXJKE\,QGXVWULHVDUHWREHXVHGLQFRQMXQFWLRQ ZLWKQRWDVDUHSODFHPHQWIRUWUDLQHGSURIHVVLRQDOV 333 Willoughby Industries - Security Products S5-11 MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   5HFRPPHQGHG6SHFL¿FDWLRQV :56)$6HULHV )URQW0RXQWHG Recessed Shower Panel Front Mounted Recessed Shower Panel shall be: Willoughby Model No. :56)$ (Select from model number and options list on next page) Shower panel shall be fabricated from 14 gauge, Type 304 stainless steel with exposed stainless surfaces polished to DVDWLQ¿QLVK0RXQWLQJIUDPHVKDOOEHIDEULFDWHGIURP 18 gauge galvanized steel. Standard equipment shall include: - Shower valve (Select from Valve Selection options list) - (NPS) non-adjustable penal shower head - In-wall mounting frame Shower panel shall attach to mounting frame with vandal resistant stainless steel screws. Unit requires no chase area for installation and maintenance. Optional WaterSense Labeled ligature-resistant shower head available (LRSH). 7RVSHFLI\¿[WXUHDQGDFFHVVRULHVXVHWKH0RGHO1XPEHUDQG2SWLRQVSDJH Example: To specify a Front Mounted Recessed Shower Panel with single temp. pneumatic meter-LQJYDOYHVWDQGDUGOLJDWXUHUHVLVWDQWSQHXPDWLFSXVKEXWWRQVWDQGDUG*30ÀRZUDWHVWDQGDUG (NPS) shower head, in-line thermostatic mixing valve, and recessed mounted soap dish Use the following Willoughby Model Number: :56)$30/3%+*301367095' (Unit may be shown with optional features) © Rev. 10/2025 334 S5-12 MODEL NUMBER AND OPTIONS: MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   $SSURYHG)RU0DQXIDFWXULQJ%\'DWH&RPSDQ\ :DOO7KLFNQHVV:DOO7\SHVERIFY ALL DIMENSIONS WITH FACTORY PRIOR TO ROUGH-INWILLOUGHBY RESERVES THE RIGHT TO MAKE CHANGES IN DESIGN ANDDIMENSIONS WITHOUT FORMAL NOTICE AND WITHOUT INCURRING OBLIGATION. %DVH0RGHO1XPEHU TWRS-FA Front Mounted Recessed Shower Panel  9DOYH6HOHFWLRQ TNV No Valve (Provided by Others) TSpecial Hole Punching Dimension: ____________________________ TPML1 Single Temp. Pneumatic Metering  TPML2 Dual Temp. Pneumatic Metering  TE1L1 Single Temp. Electronic (Pick Control)*  TE1L2 Dual Temp. Electronic (Pick Control)*  TPBV Pressure-Balancing Mixing Valve TTPV Temperature/Pressure-Balancing Mixing Valve TTPLR Ligature-resistant Temp/Pressure-balancing Mixing Valve TSVC Single Temp. Compression Valve TDVC Dual Temp. Compression Valves  3XVK%XWWRQ6HOHFWLRQ Pneumatic or Electronic Valves Only: TPBH Ligature-resistant Pneumatic Push Buttons  TPZPB Ligature-resistant Piezo Electronic Push Buttons*   )ORZ5DWHV T2.5 GPM (Standard) T2.0 GPM T1.5 GPM  (OHFWURQLF&RQWUROV  0XVW8VH(OHFWURQLF3XVK%XWWRQ  TWUSC-2200 TWUSC-2400 TPneutronic TWMS II  6KRZHU+HDG6HOHFWLRQ TNPS Non-adjustable Penal Shower Head (Standard) TAPS Adjustable Penal Shower Head TUBJ Universal Ball Joint Shower Head (2.0 GPM Flow Rate only) TLBJ Lockable Ball Joint Shower Head (2.0 GPM Flow Rate only) TCSH Ligature-resistant Shower Head  TFX Hand-held Flexshower Head (w/ quick disconnect, vacuum breaker, and (1) hook) TLRSH Ligature-resistant Shower Head, WaterSense Labeled Insert (1.5 GPM & 2.0 GPM Flow Rate only)  2SWLRQV TTMV In-line Thermostatic Mixing Valve TTF24H Hard-wired Transformer, 110VAC to 24VAC* TTF24P Plug-in Transformer, 110VAC to 24VAC* TRD Recessed Mounted Soap Dish  TSD Surface Mounted Soap Dish THL Hi-Lo (2 Hooks For Flexshower, Wall Mounted) TSLB24 24" Adjustable Slide Bar (for Flexshower, Wall Mounted) TOther ________________________ TOther ________________________ *(Req. 110V power through ground fault interrupter (GFCI) receptacle / breaker) For security applications Ligature-resistant option** /,*$785(5(6,67$17',6&/$,0(5 7KLVSURGXFWLVGHVLJQHGWRPLQLPL]HOLJDWXUHSRLQWV:KLOHHYHU\HႇRUWKDVEHHQPDGHWR reduce the possibility of ligature points, this product does not eliminate all risks. Ligature- Resistant products by Willoughby Industries are to be used in conjunction with, not as a replacement for, trained professionals. © Rev. 10/2025 335 Willoughby Industries - Security Products S5-19 MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   5HFRPPHQGHG6SHFL¿FDWLRQV :56)$$'$:+6HULHV :LGH+RXVLQJ $'$&RPSOLDQW )URQW0RXQWHG Recessed Shower Panel Wide Housing, ADA-Compliant, Front Mounted, Recessed Shower Panel shall be: Willoughby Model No. :56)$$'$:+ (Select from model number and options list on next page) Shower panel shall be fabricated from 14 gauge, Type 304 stainless steel with exposed stainless surfaces polished to DVDWLQ¿QLVK,QZDOOPRXQWLQJIUDPHVKDOOEHIDEULFDWHG from 18 gauge galvanized steel. Standard equipment shall include: - Shower valves (from Valve Selection options list) - Shower heads (from Shower Head Selection options list) - In-wall mounting frame Shower panel shall attach to in-wall mounting frame with vandal resistant stainless steel screws. Shower unit shall be factory assembled, and ready for installation by a contractor. Unit requires no chase area for installation and maintenance. Optional WaterSense Labeled ligature-resistant shower head available (LRSH). 7RVSHFLI\¿[WXUHDQGDFFHVVRULHVXVHWKH0RGHO1XPEHUDQG2SWLRQVSDJH Example: To specify a Wide Housing, ADA-Compliant, Front Mounted, Recessed Shower Panel with OHIWKDQGFRQWUROVSUHVVXUHEDODQFLQJPL[LQJYDOYHGLYHUWHUYDOYH*30ÀRZUDWH$36DGMXVW-able vandal-resistant and FX Flexshower shower heads, and recessed soap dish Use the following Willoughby Model Number: :56)$$'$:+/3%9'9$36);5' LEFT HAND CONTROL FIXTURE SHOWN (Unit may be shown with optional features) © Rev. 10/2025 336 S5-20 MODEL NUMBER AND OPTIONS: MADE IN THE U.S.A. visit our website at www.willoughby-ind.com :HVWWK6WUHHWƔ,QGLDQDSROLV,1  Ɣ)D[  Ɣ   $SSURYHG)RU0DQXIDFWXULQJ%\'DWH&RPSDQ\ :DOO7KLFNQHVV:DOO7\SHVERIFY ALL DIMENSIONS WITH FACTORY PRIOR TO ROUGH-INWILLOUGHBY RESERVES THE RIGHT TO MAKE CHANGES IN DESIGN ANDDIMENSIONS WITHOUT FORMAL NOTICE AND WITHOUT INCURRING OBLIGATION. %DVH0RGHO1XPEHU TWRS-FA-ADA-WH Wide Housing, ADA-Compliant, Front Mounted, Recessed Shower Panel  3DQHO2ULHQWDWLRQ 0XVW6SHFLI\  TL Left Hand Controls TR Right Hand Controls  9DOYH6HOHFWLRQ TNV No Valve (Provided by Others) TSpecial Hole Punching Dimension: ____________________________ TPML1 Single Temp. Pneumatic Metering  TPML2 Dual Temp. Pneumatic Metering  TE1L1 Single Temp. Electronic (w/ Pick Control)*  TE1L2 Dual Temp. Electronic (w/ Pick Control)*  TPBV Pressure-Balancing Mixing Valve TTPV Temperature/Pressure-Balancing Mixing Valve TTPLR Ligature-resistant Temp/Pressure-balancing Mixing Valve TSVCL Single Temp. Compression Valve (w/ ADA lever handle) TDVCL Dual Temp. Compression Valves (w/ ADA lever handle) TMA2 Valve Manifold Option (Pneumatic or Electronic Valves Only): (See the Manifold Option Page at the end of Catalog Section S5 for further information)  'LYHUWHU9DOYH TDV Diverter Valve TDVLR Ligature-resistant Diverter Valve TPML1-MA2 Two Single Temp. Pneumatic Metering Valves   8VHGWRGLYHUWZDWHUÀRZWRHLWKHUXSSHUORZHURUERWK shower heads; for use with Mixing Valve options above)  3XVK%XWWRQ6HOHFWLRQ Pneumatic or Electronic Valves Only: TPBH Ligature-resistant Pneumatic Push Buttons  TPZPB Ligature-resistant Piezo Electronic Push Buttons*   )ORZ5DWHV T2.5 GPM (Standard) T2.0 GPM T1.5 GPM  (OHFWURQLF&RQWURO  0XVW8VH(OHFWURQLF3XVK%XWWRQ  TWUSC-2200 TWUSC-2400 TPneutronic TWMS II  6KRZHU+HDG6HOHFWLRQ TAPS Adjustable Vandal-resistant Shower Head TNPS Non-Adjustable Vandal-resistant Shower Head TUBJ Universal Ball Joint Shower Head (2.0 GPM Flow Rate only) TLBJ Lockable Ball Joint Shower Head (2.0 GPM Flow Rate only) TCSH Ligature-resistant Shower Head  TLRSH Ligature-resistant Shower Head, WaterSense Labeled Insert (1.5 GPM & 2.0 GPM Flow Rate only)  TFX Hand-held Flexshower Head (w/ quick disconnect, vacuum breaker, and (1) hook) TLRFX Ligature-resistant Quick Disconnect Hand Held Shower T2HD Dual Fixed Shower Heads  2SWLRQDO6KRZHU6HDW TFSS Stainless Steel Folding Shower Seat TPFSS Padded Stainless Steel Folding Shower Seat TPHSS Phenolic Folding Shower Seat  2WKHU2SWLRQV TTF24H Hard-wired Transformer, 110VAC to 24VAC* (Standard) TTF24P Plug-in Transformer, 110VAC to 24VAC* TTMV Inline Thermostatic Mixing Valve THL Hi-Lo (2 Hooks For Flexshower) TSLB24 24" Adjustable Slide Bar (for Flexshower) TSD Surface Mounted Soap Dish TRD Recessed Mounted Soap Dish  TOther ________________________________________________ TOther ________________________________________________ * (Req. 110V power through ground fault interrupter (GFCI) receptacle / breaker) For security applications Ligature-resistant option** /,*$785(5(6,67$17',6&/$,0(5 7KLVSURGXFWLVGHVLJQHGWRPLQLPL]HOLJDWXUHSRLQWV:KLOHHYHU\HႇRUWKDVEHHQPDGHWRUHGXFH the possibility of ligature points, this product does not eliminate all risks. Ligature-Resistant products by Willoughby Industries are to be used in conjunction with, not as a replacement for, trained professionals. © Rev. 10/2025 337 Invitation for Bid No. 2026-025 Union County Group Home Renovation ADDENDUM No. 5 ISSUE DATE: June 04, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named IFB document. The following items add to, modify, and/or clarify the IFB documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the IFB document. 338 ADDENDUM NO. 05 1 Union County Group Home Renovation Union County, Owner Project No.: 2026-025 Contract Document Date: September 15, 2025 Issue to: Bidders Addendum Date: June 04, 2026 A. NOTICE TO BIDDER 1.1 This Addendum is issued pursuant to the Conditions of the Contract and is hereby made part of theContract Documents. The addendum serves to clarify, revise, and supersede information in the Project Manual, the Drawings, and previously issued Addenda. The Bidder shall acknowledge receipt of this Addendum in the appropriate space on the Bid Form. Failure to do so may subject the Bidder to disqualification. A list of attachments, if any, is part of this document. 1.2 Acknowledge receipt of this Addendum in the space provided in the Bid Form. Failure to do so may disqualify the Bidder. 1.3 The date for receipt of bids for this project is unchanged by this Addendum. Sealed Bids for Union County Group Home Renovation will be received by the Union County Procurement Department until 10:00 AM local time on June 10, 2026 at the Union County Government Center, 500 N. Main Street, Suite 709, Monroe, NC 28112. B. MODIFICATIONS TO DRAWINGS 1.5 Drawing Sheets M-1, P-1, P-2, P-3, P-4, E-1, E-2, E-3, E-4, E-5 dated October 3, 2025, need to be replaced with the following drawing sheets with revisions dated 05.15.2026. M-1, P-1, P-2, P-3, P-4, E-1, E-2, E-3, E-4, E-5 C. ATTACHMENTS 1.7 Ten drawing sheets with revisions dated 05.15.2026 END OF ADDENDUM 339 MECHANICAL FLOOR PLANSUPPLY AIR DIFFUSER DETAILMECHANICAL LEGEND······VENTILATION NOTE236 SFBEDROOM109TOILETROOM111BEDROOM112128 SFBEDROOM113ADABEDROOM108ADABEDROOM107BEDROOM190TOILETROOM101128 SFBEDROOM170BATHROOM180ITROOM103STORAGE106UTILITYROOM105LAUNDRY160BATHROOM114236 SFBEDROOM102PANTRY150CONFERENCEROOM110OFFICE120VEST.100CLOSET222STAFFRESTROOM223ELECTRICAL/STORAGE224MECH.ROOM225OUTDOORPLAYAREA(COVERED)226STAFFAREA104KITCHEN140DAYUSEAREA130Sheet Title:Professional Seals:FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:15 SEP. 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.83401- 05.15.2026CODE COMMENTSUNION COUNTYGROUP HOMERENOVATION600 HONEYSUCKLELN, MONROE, NC28110M-1MECHANICALFLOOR PLAN340 WALL CLEAN OUT DETAILSHOCK ARRESTOR SCHEDULE600 HONEYSUCKLELN, MONROE, NC28110Sheet Title:Professional Seals: FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:3 OCT 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.8340UNION COUNTYGROUP HOMERENOVATIONP-1PLUMBINGFLOOR PLAN341 SANITARY FLOOR PLANBEDROOM109TOILETROOM111BEDROOM112BEDROOM113ADABEDROOM108ADABEDROOM107BEDROOM190TOILETROOM101BEDROOM170BATHROOM180ITROOM103STORAGE106UTILITYROOM105LAUNDRY160BATHROOM114BEDROOM102PANTRY150CONFERENCEROOM110OFFICE120VEST.100CLOSET222STAFFRESTROOM223ELECTRICAL/STORAGE224MECH.ROOM225OUTDOORPLAYAREA(COVERED)226STAFFAREA104KITCHEN140DAYUSEAREA130Sheet Title:Professional Seals:FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:15 SEP. 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.83401- 05.15.2026CODE COMMENTSUNION COUNTYGROUP HOMERENOVATION600 HONEYSUCKLELN, MONROE, NC28110P-2SANITARYFLOOR PLAN342 DOMESTIC WATER FLOOR PLANBEDROOM109TOILETROOM111BEDROOM112BEDROOM113ADABEDROOM108ADABEDROOM107BEDROOM190TOILETROOM101BEDROOM170BATHROOM180ITROOM103STORAGE106UTILITYROOM105LAUNDRY160BATHROOM114BEDROOM102PANTRY150CONFERENCEROOM110OFFICE120VEST.100CLOSET222STAFFRESTROOM223ELECTRICAL/STORAGE224MECH.ROOM225OUTDOORPLAYAREA(COVERED)226STAFFAREA104KITCHEN140DAYUSEAREA130Sheet Title:Professional Seals:FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:15 SEP. 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.83401- 05.15.2026CODE COMMENTSUNION COUNTYGROUP HOMERENOVATION600 HONEYSUCKLELN, MONROE, NC28110P-3DOMESTICWATER FLOORPLAN343 SANITARY ISOMETRIC600 HONEYSUCKLELN, MONROE, NC28110Sheet Title:Professional Seals: FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:3 OCT 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.8340UNION COUNTYGROUP HOMERENOVATIONP-4SANITARYISOMETRIC344 Sheet Title:Professional Seals:FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:15 SEP. 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.83401- 05.15.2026CODE COMMENTSUNION COUNTYGROUP HOMERENOVATION600 HONEYSUCKLELN, MONROE, NC28110E-1ELECTRICALCOVER SHEET345 BEDROOM109TOILETROOM111BEDROOM112BEDROOM113ADABEDROOM108ADABEDROOM107BEDROOM190TOILETROOM101BEDROOM170BATHROOM180ITROOM103STORAGE106UTILITYROOM105LAUNDRY160BATHROOM114BEDROOM102PANTRY150CONFERENCEROOM110OFFICE120VEST.100CLOSET222STAFFRESTROOM223ELECTRICAL/STORAGE224MECH.ROOM225OUTDOORPLAYAREA(COVERED)226STAFFAREA104KITCHEN140DAYUSEAREA130Sheet Title:Professional Seals:FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:15 SEP. 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.83401- 05.15.2026CODE COMMENTSUNION COUNTYGROUP HOMERENOVATION600 HONEYSUCKLELN, MONROE, NC28110E-2FLOORLIGHTING PLAN346 BEDROOM109TOILETROOM111BEDROOM112BEDROOM113ADABEDROOM108ADABEDROOM107BEDROOM190TOILETROOM101BEDROOM170BATHROOM180ITROOM103STORAGE106UTILITYROOM105LAUNDRY160BATHROOM114BEDROOM102PANTRY150CONFERENCEROOM110OFFICE120VEST.100CLOSET222STAFFRESTROOM223ELECTRICAL/STORAGE224MECH.ROOM225OUTDOORPLAYAREA(COVERED)226STAFFAREA104KITCHEN140DAYUSEAREA130Sheet Title:Professional Seals:FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:15 SEP. 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.83401- 05.15.2026CODE COMMENTSUNION COUNTYGROUP HOMERENOVATION600 HONEYSUCKLELN, MONROE, NC28110E-3FLOORPOWER PLAN347 BEDROOM109TOILETROOM111BEDROOM112BEDROOM113ADABEDROOM108ADABEDROOM107BEDROOM190TOILETROOM101BEDROOM170BATHROOM180ITROOM103STORAGE106UTILITYROOM105LAUNDRY160BATHROOM114BEDROOM102PANTRY150CONFERENCEROOM110OFFICE120VEST.100CLOSET222STAFFRESTROOM223ELECTRICAL/STORAGE224MECH.ROOM225OUTDOORPLAYAREA(COVERED)226STAFFAREA104KITCHEN140DAYUSEAREA130Sheet Title:Professional Seals:FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:15 SEP. 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.83401- 05.15.2026CODE COMMENTSUNION COUNTYGROUP HOMERENOVATION600 HONEYSUCKLELN, MONROE, NC28110E-4FLOORFIRE ALARMPLAN348 PANEL Sheet Title:Professional Seals:FORCONSTRUCTIONAS NOTEDRevisions:Date:Scale:Sheet Number:Project Name:15 SEP. 2025This drawing is the property of CAPITAL ARCHITECTURE PLLCand is not to be copied in whole or in part. No informationcontained herin may be used on any other project. This drawingis part of a total package of Contract Documents and must bereturned to CAPITAL ARCHITECTURE PLLC on request.Written dimensions take precedence over scaled dimensionsCopyright: CAPITAL ARCHITECTURE PLLC 20254801 E. INDEPENDENCE BLVD., STE: 901CHARLOTTE, NC 28212 / 704.817.83401- 05.15.2026CODE COMMENTSUNION COUNTYGROUP HOMERENOVATION600 HONEYSUCKLELN, MONROE, NC28110E-5ELECTRICALRISER & DETAILS349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 1 4801 E. IN Bid Awa Project N Contact P Contact I Project A Attn: Subject: Mr. Simp On June 1 6 bids we Bid Form Five (5) o from J&K Service, In 1 CAPITAL AR DEPENDENC ard of Const Name: Person: Info: Address: Mr. Er Projec Union Progre 1407 A Monro Bid Aw Union 600 H IFB 20 son, 10, 2026 at 10 re received. A m included a T of the Bids re K did not prov nc. Their Bid Base B Owner Total: RCHITECTURE P E BLVD., SUIT truction Co Union Cou Mr. Eric S 704.283.36 600 Honey ric Simpson ct Manager / F County Gove ess Building Airport Rd. oe, NC 28110 ward of Cons County Grou oneysuckle L 026-025 0:00 AM bids All six (6) bid Total Base bid eceived conta vide Acknowl d was received Bid: rs Contingenc PLLC TE # 901, ntract unty Group H Simpson, Pro 611 / Eric.Sim ysuckle Ln, M Facilities and ernment 0 struction Cont up Home Ln, Monroe, N s were receiv ds were opene d with an Own ined all of th ledgement of d as follows: cy: CHARLOT Home oject Manage mpson@Unio Monroe, NC 2 Fleet Manage tract NC 28110 ved for the Un ed from seale ner Contingen he required in f the Addendu $583,755.00 $58,375.50 $642,130.50 TTE, NC er, Union Cou oncountync.g 28110 ement nion County G ed envelopes ncy. nformation an um. The low b 28212 DATE: J unty gov Group Home and read out nd paperwork bidder was D 704.817 uly 6, 2026 e project. A to loud publicly . The Bid rec ave’s Constru .8340 otal of y. The ceived uction 375 2 Dave’s Co all of the r bonds and Union Co Inc. for th your recor Sincerely, Terry Conn Capital Ar 2 CAPITAL AR onstruction S required infor d pending the ounty to awar he amount of rds. , narn, NCARB chitecture, PLL RCHITECTURE P Service, Inc. h rmation and d e due diligen d the Contrac $642,130.50. – Principal LC PLLC has provided documentatio nce period by ct for the Uni The supporti a full and com on. Therefore, y Union Coun ion County G ing Bid Inform mplete set of , pending thei nty, our firm Group Home t mation is atta f Bid Docume ir ability to pr makes the r to Dave’s Co ached to this c ents which co rovide the req ecommendati nstruction Se corresponden ontain quired ion to ervice, nce for 376 RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS PROVIDING NOTICE OF THE UNION COUNTY GROUP HOME RENOVATION PROJECT WHEREAS, pursuant to G.S § 153A-457, a county shall notify property owners and adjacent property owners prior to commencement of any construction project by the county; and WHEREAS, G.S. § 153A-457 provides that notice of a county construction project is deemed sufficient if notice of the construction project is given in any open meeting of the county prior to the commencement of the construction project; and WHEREAS, the Union County Board of Commissioners desires to give notice of construction of the UNION COUNTY GROUP HOME RENOVATION prior to commencement of project construction as required by G.S. § 153A-457. NOW, THEREFORE, BE IT RESOLVED BY THE Union County Board of Commissioners that: 1. Union County may commence construction of the UNION COUNTY GROUP HOME RENOVATION on property located at 600 Honeysuckle Lane Monroe, NC 28110 after the award of the construction contract for the project. 2. This resolution and notice is adopted in accordance with the construction notice requirements of G.S. § 153A-457. Adopted this the 20th day of July, 2026. Attest: Lynn West, Clerk to the Board Brian Helms, Chairman 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 #:26-384 Agenda Date:7/20/2026 TITLE:..title FY 2027 Capital Project Ordinances -General County and South Piedmont Community College INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt the following Capital Project Ordinances for FY 2027: General Capital Project Ordinances CPO 391 - Annual R&R Funding CPO 306F - DOT Projects CPO 368C - 2025 Critical Infrastructure Amendment CPO 390- UPS Infrastructure, AV Equipment, and Pictometry CPO 344E - UC Food & Innovation Center CPO 368C- Critical Infrastructure CPO 392 - Public Safety CPO 273C - Public Safety reduction CPO 288K - Jail Locks, Progress Building/UC Jail Replacement Window reduction CPO 284E - GC Electrical Infrastructure reduction CPO 300C - Short Term Fire Training Needs reduction CPO 349E - UC Jail Expansion Phase 1 reduction CPO387A - JC Temp Generator Connection reduction South Piedmont Community College (SPCC) Capital Project Ordinances for FY 2027 CPO 394 - Modular Building for Faculty Offices CPO395 - Education Building Design CPO 322A - Center for Entrepreneurship CPO 363B - Tyson Driving Pad PRIOR BOARD ACTIONS: June 16, 2026, Regular Meeting, Agenda Item # 26-351- Board adopted the FY 2027 Operating and Capital Budget Ordinance and the associated tax rates and fees 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. Union County, NC Printed on 7/10/2026Page 1 of 2 powered by Legistar™378 File #:26-384 Agenda Date:7/20/2026 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: Funding is included in the FY2027 Adopted Budget for all pay go capital funding (cash funded) projects. Unallocated CIP Funding is $3,171,220; Union EMS Fund Balance is $650,000; Pay Go Capital Funding in Education Fund for SPCC is $375,000; General Fund Debt Fund Balance is $610,852; General Fund Unassigned Fund Balance is $2,441,423. Funding for SPCC is $2,116,507 in 2025B Bond Premiums; 2025B GO Bond Interest is $789,000; Pay Go Capital is $2,631,875. Union County, NC Printed on 7/10/2026Page 2 of 2 powered by Legistar™379 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, Budget & Grants Management, Director, 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: June 16, 2026, Regular Meeting, Agenda Item # 26-351 - Board adopted the FY 2027 Operating and Capital Budget Ordinance and the associated tax rates and fees. 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: The anticipated annual cost for this service is $240,062 and is budgeted accordingly in FY 2027. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™380 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 7/10/2026Page 1 of 2 powered by Legistar™381 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 7/10/2026Page 2 of 2 powered by Legistar™382 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 powered by Legistar™383 2026-2030 Union County Citizen Participation Plan 384 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 ......................................................................... 13 385 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. 386 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 387 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 388 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 389 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 390 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- 391 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 392 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; 393 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. 394 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 395 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 396 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. 397 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 powered by Legistar™398 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 Capital Project Ordinance - Group Home Renovation INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance (CPO) #396. 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: Adoption of the CPO will provide $642,131 for the renovation of the Group Home. Union County, NC Printed on 7/10/2026Page 1 of 1 powered by Legistar™399 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 7/10/2026Page 1 of 1 powered by Legistar™400 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 powered by Legistar™401 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 powered by Legistar™402 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 403 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 404 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 405 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 406 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 407 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 powered by Legistar™408 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 powered by Legistar™409 29baca37-69ad-44d4-90ac-95f9137e7f45 06/19/2026 BoldSign Document ID: f8113553-0897-4d31-86cb-df9a04b4e8c7 410 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 classifications and associated pay grades: i) Recovery Support Coordinator - Pay Grade K ii) Elections Program Supervisor - 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 7/10/2026Page 1 of 1 powered by Legistar™411 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 7/10/2026Page 1 of 1 powered by Legistar™412 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 413 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 414 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-429 Agenda Date:7/20/2026 TITLE:..title Resolution - Surplus Vehicle 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 their 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 9:00 AM and end August 6, 2026, with incremental closings as indicated on Attachment A. A summary of the vehicle information is listed below. Additional vehicle information can be found on Attachment A. UC Transportation ·(1) 2019 FORD E350 BUS ·(1) 2020 FORD E350 BUS ·(2) 2021 FORD E350 BUS The vehicles are to be picked up at 610 Patton Avenue, Monroe, NC 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 vehicles(s) within ten (10) business days from the time and date of issuance of the Buyer’s Certificate. 4. Payment must be made online through 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 Union County, NC Printed on 7/10/2026Page 1 of 2 powered by Legistar™415 File #:26-429 Agenda Date:7/20/2026 accepted onsite. FINANCIAL IMPACT: Estimated revenue is $35,000. The revenue will be returned to the fund from which the asset came. Union County, NC Printed on 7/10/2026Page 2 of 2 powered by Legistar™416 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 & Contract Management 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 Procurement Manager or her designee be authorized to sell at electronic auction, beginning July 23, 2026, at 9:00 a.m. and ending August 6, 2026 with incremental closings 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 Procurement Director or her 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 vehicle(s) within ten business days from the time and date of issuance of the Buyer’s Certificate. The vehicles are to be picked up at 610 Patton Avenue, Monroe, North Carolina. 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 417 Attachment A Tag Number Description Serial/Parcel Mileage Department Auction Start Auction End 84-20 2020 Ford E350 Bus 1FDEE3FS0KDC55515 162,606 Transportation 7/23/26 9:00 AM 8/6/26 9:00 AM 18-21 2021 Ford E350 Bus 1FDEE3FN4MDC20585 185,078 Transportation 7/23/26 9:00 AM 8/6/26 9:10 AM 19-21 2021 Ford E350 Bus 1FDEE3FN8MDC20587 176,546 Transportation 7/23/26 9:00 AM 8/6/26 9:20 AM 90-19 2019 Ford E350 Bus 1FDEE3FS2KDC68606 178,163 Transportation 7/23/26 9:00 AM 8/6/26 9:30 AM 418 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 7/10/2026Page 1 of 1 powered by Legistar™419 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 powered by Legistar™420 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 17 421 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 17 422 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 17 423 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 17 424 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 17 425 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 17 426 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 17 427 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 17 428 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 17 429 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 17 430 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 17 431 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 17 432 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 17 433 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 17 434 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 17 435 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 17 436 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 17 437 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™438 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 439 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% 1 440 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% 2 441 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% 3 442 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™443 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 1 444 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 1 445 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™446 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 – 2.33 447 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 448 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™449 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 powered by Legistar™450 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 0.406 451 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™452 Communications Monthly Report June 2026 453 Departments Supported Projects Completed Top Projects 28139 After a year of development, Public Communications launched DiscoverUnionCounty.com, a new website for Union County Economic Development. Designed to highlight the County’s industry recruitment and retention services, the site features new videos with interviews from nearly 20 community stakeholders. The launch included a press release, website news story, social media posts, and the creation of an email newsletter and LinkedIn presence for the Economic Development team. Economic Development Website Launch In partnership with the Union County Community Arts Council, Union County coordinated an America 250 Student Art Contest, inviting kindergarten through 12th grade students to submit original artwork inspired by the theme “America the Beautiful.” This campaign included several social posts, a webpage, news story, as well as a reception event. Voting for the contest took place on Engage Union County, with more than 1,170 voters participating. America 250 Art Contest After the Board of Commissioners adopted the Fiscal Year 2027 budget, Public Communications worked with Budget and Grants Management to share easy-to-understand information about the operating and capital budgets, including highlights such as a flat tax rate and key investments in several areas including public safety, emergency services, education, economic development, and human services. FY27 Budget Communications June 2026 454 Engagement rate is calculated by dividing the total number of interactions on a post (likes, comments, shares, clicks) by the total number of impressions that post received, then multiplying by 100 to get a percentage. Impressions are the number of times a user sees a post. Reach refers to the total number of individuals who saw a specific post on social media. Total Followers Social Media Top Posts Sprout Automated Webchat Total Communications Website Visits unioncountync.gov Top WebpagesTop Search Terms Website 395,844 7.9% vs. previous month Facebook New Employees 10.3% Engagement Rate 19,742 Reach Instagram Indian Trail Fireworks 9.6% Engagement Rate 1,114 Impressions LinkedIn New Employees 12.3% Engagement Rate 1,517 Impressions 46,796 959 GIS & Mapping Cane Creek Park Taxes and Property Passport Landfill Permits Burn Ban Careers Let’s Chat June 2026 455 unioncountync.gov Creative Highlights Video Engagement CompletedReceived Public Records Requests Media Interactions YouTube BOCC Joint Meeting with UCPS 1,257 Views 525.9 Hours of Watch Time Instagram Economic Development in Union County 972 Views 709 Average Reach Facebook Lifesaver Awards 6,126 Views 14,257 Impressions 107593 FY27 InfographicWater Quality Report Car Seat Safety Flyer June 2026 456 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™457 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 458 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™459 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™460 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 461 462 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 I C R I G H T - O F- W A 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 I E ) #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 463 PPPPPPPPPPPPPPPPPP P P P P P P C/L OF DITCH (PER UNION COUNTY GIS) P P P P P P P P 199 pp 200 rbf 201 guy 202 pp 207 pp 208 pp 659 pp 660 pp 665 pp 666 guy 667 rbf 668 pp 2159 pp 2160 pp 2165 pp 2166 guy 2167 rbf 2168 pp 808 BNDRY 809 BNDRY 452648.790 INV CALC 15800 648.790 INV CALC 18" INV:649.32 INV:648.79 INV:649.57 C/L OF DITCH (PER UNION COUNTY GIS) C/L OF DITCH C/L OF DITCH 30' Power Easem e n t ( D i s t r i b u t i o n ) See Notes 15' 15' 18" RCP 15" RCP 653 652 651 650 649 648 648 650 647646649650 653 652 651 654 653 652 651 650 650 651 652 651652653 654 649 WWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW W W W W W W W W W W W W W W W W W W W W W WW W W W W W WWWWWWWWWWWOFFICE WAREHOUSE ABC GRAVEL LAYDOWN AREA (+/-65K SF) 50' F R O N T S E T B A C K 50' REAR SETBA C K 20' SIDEYARDAPPROXIMATE SEPTIC SYSTEM AREA LOCATION SUBJECT TO PERC. TEST S R O C K Y R I V E R R D EXISTING WATER LINE PROPOSED WATER LINE (8) SPACES 9'x19' (PER UDO,TYP.) EXISTING TREE LINE, TYP. 3 5 . 0 '654652650648652650648646ACCESS GATE 8' HT. CHAINLINK FENCE, TYP.20' SIDEYARDPROPERTY BOUNDARYPROPERTY BOUNDARYPROPERTY BOUN D A R Y EXISTING CL 5' SW, TYP. 5' PLANTING AREA CO V E R E D F R O N T P O R C H EXISTING STREAM (PER UNION COUNTY GIS) 30' STREAM BUFFER30.0 '30.0 ' SCM (+/-18K SF - FINAL SIZE TBD) (18) IG (10) IV (14) IG (10) IV (13) IV (12) IV (10) IV (12) IG (1) AR (9) QP (1) AR NCDOT 10' X 70' SIGHT TRIANGLE P3 CIVIL. PLLC 750 Imperial Ct Charlotte, NC 28273 www.p3-civil.com CONCEPT PLAN MCATEER DESIGN OFFICE VICINITY MAP NTS DEVELOPMENT SUMMARY NOTES P3 JOB # 2025-0018 DECEMBER 15, 2025 GRAPHIC SCALE PLANT SCHEDULE PLANTING REQUIREMENTS - PER UNION COUNTY UDO SEC. 55.040 - STREET FRONTAGE LANDSCAPING STREET FRONTAGE LANDSCAPING MUST BE PROVIDED ADJACENT TO PUBLIC STREET RIGHTS-OF-WAY. LANDSCAPING AND SCREENING IS REQUIRED IN ACCORDANCE WITH THE S1 SCREENING STANDARDS OF §55.090-B. S1 SCREENING REQUIRED REQUIRES A HEDGEROW, DENSE PLANTING OF SHRUBS OR ORNAMENTAL GRASSES, DECORATIVE MASONRY WALL OR ANY COMBINATION OF SUCH FEATURES THAT RESULTS IN A CONTINUOUS VISUAL BARRIER AT LEAST 3 FEET IN HEIGHT. IN ADDITION, AT LEAST ONE TREE IS REQUIRED PER 50 LINEAR FEET OF SCREEN. TOTAL R/W FRONTAGE:428 LF 1 TREE/50' LF:9 TREES REQUIRED REQUIRED TREES MAY BE CLUSTERED OR IRREGULARLY SPACED, BUT THE MAXIMUM SPACING OF TREES MAY NOT EXCEED 100 FEET ON-CENTER. VEGETATIVE MATERIAL USED AS A SCREEN MUST HAVE A MINIMUM HEIGHT OF 18 INCHES AT THE TIME OF INSTALLATION, WITH A HEIGHT AT MATURITY OF AT LEAST 3 FEET. PERIMETER PARKING LOT LANDSCAPING PERIMETER PARKING LOT LANDSCAPING MUST BE PROVIDED TO VISUALLY SCREEN PARKING LOTS FROM PUBLIC RIGHTS OF WAY AND FROM ABUTTING RESIDENTIAL ZONING DISTRICTS IN ALL OF THE FOLLOWING CASES: 1. WHEN ANY NEW PARKING LOT IS CONSTRUCTED THAT CONTAINS 10 OR MORE PARKING SPACES OR MORE THAN 3,500 SQUARE FEET OF PAVED AREA; AND 2. WHEN ANY EXISTING PARKING LOT IS EXPANDED TO CREATE 10 OR MORE NEW PARKING SPACES OR MORE THAN 3,500 SQUARE FEET OF ADDITIONAL PAVED AREA. TOTAL PERIMETER PARKING SHRUBS PROPOSED:99 SHRUBS INTERIOR PARKING LOT LANDSCAPING REQUIREMENTS INTERIOR PARKING LOT LANDSCAPING MUST BE PROVIDED IN THE FORM OF AT LEAST ONE SHADE TREE AND 4 SHRUBS PER 10 PARKING SPACES. TOTAL SPACES PROPOSED:17 SHRUBS REQUIRED/PROPOSED:7 SHRUBS TREE REQUIRED/PROPOSED: 2 TREES TREES AND LANDSCAPE MATERIAL LOCATED OUTSIDE THE PERIMETER OF THE PARKING LOT MAY NOT BE COUNTED TOWARD SATISFYING INTERIOR PARKING LOT LANDSCAPING REQUIREMENTS. TREES AND LANDSCAPE MATERIAL WITHIN THE CORNERS OF THE PARKING LOT MAY BE COUNTED. LANDSCAPE ISLANDS MUST BE DISPERSED SO THAT THE DISTANCE BETWEEN ISLANDS IS NO GREATER THAN 1O PARKING SPACES TREE PRESERVATION: TREE INVENTORY SURVEY REQUIRED IN AREAS "OUTSIDE THE BUILDABLE AREA OF A LOT OR DEVELOPMENT SITE". BUILDABLE AREA = ALL AREAS LOCATED OUTSIDE SETBACKS, R/W'S, EASEMENTS. I.E.- TREE SURVEY REQUIRED WITHIN PROPERTY SETBACK AREAS I.F. TREES DBH OF 12" OR GREATER MUST BE MITIGATED AT 125% OD DBH REMOVED SYMBOL COMMON NAME LATIN NAME QTY. SIZE (AT TIME OF PLANTING)REMARKS TREES SHRUBS GROUNDCOVERS RED MAPLE 2" CAL. 6' HT.MATCH SPECIMEN, STRAIGHT LEADERACER RUBRUM 2 WILLOW OAK 2" CAL. 6' HT.MATCH SPECIMEN, STRAIGHT LEADERQUERCUS PHELLOS 9 INKBERRY HOLLY 3 GAL. 24"-36" HT.FULL TO GROUND, DISEASE FREEILEX GLABRA 44 YAUPON HOLLY ILEX VOMITORIA 55 3 GAL. 24"-36" HT.FULL TO GROUND, DISEASE FREE SEED MIX AS NEEDED FOR STABILIZATION LANDSCAPE PLAN TREE, SHRUB, AND GROUNDCOVER PLANTING – GENERAL NOTES (UNION COUNTY, NC – PLAN SHEET STANDARD) ALL PLANT MATERIAL SHALL CONFORM TO THE LATEST EDITION OF THE AMERICAN STANDARD FOR NURSERY STOCK (ANSI Z60.1) AND SHALL BE NURSERY-GROWN, HEALTHY, AND TRUE TO NAME. ALL TREES, SHRUBS, AND GROUNDCOVERS SHALL BE INSTALLED IN ACCORDANCE WITH GASTON COUNTY UDO, ALL APPLICABLE LANDSCAPE REQUIREMENTS, AND THESE PLANS. PLANT SUBSTITUTIONS ARE NOT ALLOWED WITHOUT WRITTEN APPROVAL FROM THE LANDSCAPE ARCHITECT, ENGINEER, OR THE AUTHORITY HAVING JURISDICTION. ALL PLANTING AREAS SHALL BE FREE OF CONSTRUCTION DEBRIS, ROCKS, AND SPOIL MATERIAL. SOILS SHALL BE LOOSENED AND DE-COMPACTED TO A MINIMUM DEPTH OF 6–8 INCHES PRIOR TO PLANTING. ALL TREES SHALL BE INSTALLED WITH THE ROOT FLARE AT OR NO MORE THAN 1" ABOVE FINISHED GRADE. REMOVE ALL BURLAP, TWINE, AND WIRE FROM THE TOP 1/3 OF THE ROOT BALL. SHRUBS AND GROUNDCOVERS SHALL BE INSTALLED SO THAT THE ROOT CROWN IS LEVEL WITH ADJACENT GRADE. PLANTS SHALL NOT BE INSTALLED DEEPER THAN THEIR ORIGINAL CONTAINER DEPTH. MULCH ALL TREE SAUCERS, SHRUB BEDS, AND GROUNDCOVER AREAS TO A 3-INCH DEPTH (2 INCHES IN GROUND-COVER AREAS). MULCH SHALL BE SHREDDED HARDWOOD OR PINE BARK AND SHALL BE CLEAN, WEED-FREE, AND FREE OF INVASIVE SPECIES. TREES SHALL BE STAKED ONLY IF REQUIRED BY THESE PLANS OR THE SITE CONDITIONS. REMOVE STAKES AND STRAPS AFTER 12 MONTHS. CONTRACTOR SHALL WATER ALL PLANTS IMMEDIATELY AFTER INSTALLATION AND SHALL MAINTAIN ADEQUATE MOISTURE UNTIL FINAL ACCEPTANCE. ALL PLANTING SHALL OCCUR ONLY WHEN SOIL CONDITIONS ARE SUITABLE. ANY PLANT MATERIAL THAT DIES, DECLINES, OR FAILS TO THRIVE SHALL BE REPLACED BY THE CONTRACTOR AT NO COST TO THE OWNER PRIOR TO FINAL ACCEPTANCE. A MINIMUM ONE-YEAR WARRANTY SHALL APPLY TO ALL TREES, SHRUBS, AND GROUNDCOVERS FROM THE DATE OF FINAL INSTALLATION. CONTRACTOR SHALL VERIFY ALL UTILITY LOCATIONS PRIOR TO EXCAVATION (CALL 811). PLANTING HOLES SHALL NOT BE EXCAVATED WITHIN DESIGNATED UTILITY EASEMENTS WITHOUT PRIOR APPROVAL. ALL PLANTING BEDS SHALL RECEIVE A WEED-FREE, 3-INCH SOIL AMENDMENT INCORPORATION WHERE SHOWN OR REQUIRED TO IMPROVE SOIL STRUCTURE AND DRAINAGE. CONTRACTOR SHALL PROTECT EXISTING TREES AND SITE FEATURES DURING CONSTRUCTION. ANY DAMAGE SHALL BE REPAIRED OR REPLACED AT THE CONTRACTOR’S EXPENSE. FINAL PLANTING LOCATIONS MAY BE ADJUSTED UP TO 24 INCHES TO AVOID OBSTRUCTIONS, MAINTAIN PROPER SPACING, AND IMPROVE VISUAL ALIGNMENT, SUBJECT TO APPROVAL. ALL TREES ADJACENT TO STREETS SHALL BE PLANTED OUTSIDE OF SIGHT TRIANGLES AND SHALL MEET GASTON COUNTY SIGHT DISTANCE REQUIREMENTS. TURF AREAS ADJACENT TO PLANTING BEDS SHALL BE SMOOTHLY TRANSITIONED TO MATCH EXISTING GRADE AND SHALL DRAIN FREELY AWAY FROM STRUCTURES. ALL PLANTING WORK SHALL BE PERFORMED BY QUALIFIED PERSONNEL EXPERIENCED IN LANDSCAPE INSTALLATION. UTILITY-RELATED REQUIREMENTS CONTRACTOR SHALL CONTACT NORTH CAROLINA 811 PRIOR TO ANY EXCAVATION. ALL UTILITIES SHALL BE FIELD-LOCATED AND MARKED BEFORE ANY PLANTING HOLES ARE DUG. CONTRACTOR SHALL HAND-DIG ALL PLANTING HOLES WITHIN 5 FEET OF ANY MARKED UNDERGROUND UTILITY. AUGERING IS NOT PERMITTED NEAR UTILITIES. NO TREE SHALL BE PLANTED WITHIN 10 FEET OF ANY UNDERGROUND UTILITY LINE (WATER, SEWER, ELECTRIC, GAS, FIBER, OR COMMUNICATION) UNLESS APPROVED BY THE ENGINEER AND UTILITY OWNER. NO TREE SHALL BE PLANTED DIRECTLY ABOVE WATER OR SEWER SERVICE LATERALS. SHRUBS AND GROUNDCOVERS MAY BE USED ONLY IF ROOT SYSTEMS ARE NON-INVASIVE. NO PLANT MATERIAL SHALL BE INSTALLED WITHIN UTILITY EASEMENTS WITHOUT PRIOR WRITTEN APPROVAL OF THE UTILITY OWNER AND AUTHORITY HAVING JURISDICTION. WHERE PLANTED IN APPROVED EASEMENTS, THE OWNER ACCEPTS RISK OF DAMAGE OR REMOVAL DURING FUTURE UTILITY WORK. MAINTAIN REQUIRED CLEARANCES FROM OVERHEAD UTILITIES. UNDER POWER LINES, SELECT ONLY TREE SPECIES THAT MATURE BELOW THE UTILITY HEIGHT AS APPROVED BY THE LOCAL ELECTRIC UTILITY. CONTRACTOR SHALL NOTIFY THE ENGINEER IMMEDIATELY IF A CONFLICT BETWEEN PLANT MATERIAL AND UTILITIES IS DISCOVERED SO THAT FIELD ADJUSTMENTS CAN BE MADE. SITE & INSTALLATION REQUIREMENTS FINAL PLANT LOCATIONS MAY BE SHIFTED UP TO 24 INCHES TO AVOID OBSTRUCTIONS, UTILITIES, OR CONFLICTS WHILE MAINTAINING THE INTENT OF THE DESIGN. MAINTAIN ALL REQUIRED SIGHT TRIANGLE CLEARANCES. NO SHRUBS EXCEEDING 30" MATURE HEIGHT SHALL BE INSTALLED WITHIN SIGHT TRIANGLES. CONTRACTOR SHALL PROTECT EXISTING TREES, ROOT ZONES, AND SITE FEATURES FROM DAMAGE THROUGHOUT CONSTRUCTION. ANY DAMAGE SHALL BE REPAIRED AT THE CONTRACTOR’S EXPENSE. TURF AREAS ADJACENT TO PLANTING BEDS SHALL BE GRADED TO PROVIDE SMOOTH TRANSITIONS AND POSITIVE DRAINAGE AWAY FROM STRUCTURES. ALL WORK SHALL BE PERFORMED BY QUALIFIED LANDSCAPE INSTALLATION PERSONNEL. 464 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 465 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 466 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. 467 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. 468 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. 469 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. 470 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 471 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. 472 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. 473 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. 474 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. 475 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 476 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 477 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 powered by Legistar™478 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 powered by Legistar™479 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 480 481 482 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 483 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 484 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. 485 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. 486 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. 487 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. 488 7 2050 Plan Land Use Map 2014 Plan Land Use Map 489 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. 490 9 491 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. 492 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 493 rezoning include any increased noise, light, and traffic exposure resulting from the proposed use that could affect nearby properties. 494 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. 495 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 496 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 497 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 powered by Legistar™498