Chair Final Agenda Package with Attachment Links 20-Jul-26 - REVISEDMonday, July 20, 2026
6:00 PM
Union County, NC
Union County Government Center
500 North Main Street
Monroe, North Carolina
Meeting Agenda
Board Room, First Floor
Board of Commissioners
Chair Brian Helms
Vice Chair Christina Helms
Commissioner Clancy Baucom
Commissioner Melissa Merrell
Commissioner Errol Wedra
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Board of Commissioners Meeting Agenda July 20, 2026
Closed Session - 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
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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
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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.
Affidavit of PublicationAttachments:
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
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Board of Commissioners Meeting Agenda July 20, 2026
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.
AgreementAttachments:
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
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Board of Commissioners Meeting Agenda July 20, 2026
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:
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
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Board of Commissioners Meeting Agenda July 20, 2026
trafficking operations.
Funding may support multi-year implementation, subscriptions, training,
and maintenance of advanced technology and equipment that directly
enhances operational capacity.
This grant opportunity is 100% federally funded and does not require a
County match. Applications must be submitted first through Grants .gov
(SF-424) and then through JustGrants, with Round 1 deadlines of July 15,
2026 (Grants.gov) and July 17, 2026 (JustGrants). Additional rounds will
follow until funds are exhausted .
If awarded, the Sheriff ’s Office will return to the Board with any required
budget amendments or acceptance actions .
FINANCIAL IMPACT:
The BIDEN Program provides 100% federal funding. Any award amount
will be determined by DOJ following review of the application .
Program InformationAttachments:
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
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Board of Commissioners Meeting Agenda July 20, 2026
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.
Task Order 8678-07Attachments:
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 .
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Board of Commissioners Meeting Agenda July 20, 2026
Task Order 8686-08Attachments:
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.
Supporting DocumentationAttachments:
City of Monroe Request to Provide Water and Sewer Service26-424
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
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Board of Commissioners Meeting Agenda July 20, 2026
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.
Supporting DocumentationAttachments:
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
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
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Board of Commissioners Meeting Agenda July 20, 2026
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.
Amendment 2 to Amendment 1 to Water and Wastewater
Agreement
Amendment 2 to Amendment 1 to Water and Wastewater
Agreement 05.26.2026
Union County Monroe Water Wastewater Agreement - Exhibit 3
Amendment to Amendment 1 05.26.2026
Attachments:
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.
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Board of Commissioners Meeting Agenda July 20, 2026
ResolutionAttachments:
Grant Application - North Carolina 911 Board Grant26-394
INFORMATION CONTACT:
Caleb Brackett, Emergency Communication, Director, 704-283-3790
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application
and make necessary assurances and certifications associated with the
grant application as substantially consistent with this agenda item, which
includes the authorization to execute documents related to award of the
grant and budget funds as appropriate .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Emergency Communications Center is the primary
9-1-1 Public Safety Answering Point (PSAP) for Union County . The 911
Center receives all requests for assistance in emergency and
non-emergency situations and notifies or dispatches the proper
agency/agencies.
The North Carolina 911 Board provides operating funds to all the PSAPs
in the state. They have a grant cycle for PSAPs to request additional
funding for projects that align with the board ’s funding priorities. One of
the funding priorities for the FY 2027 grant cycle is the replacement of
end-of-life equipment required for operation of the PSAP .
Union County currently has critical infrastructure that has been deemed
end-of-life by the manufacturer. The equipment replacement cost is
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
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Board of Commissioners Meeting Agenda July 20, 2026
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.
Signature Page
Report
Attachments:
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
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Board of Commissioners Meeting Agenda July 20, 2026
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%.
Resolution
Certification
Attachments:
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
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Board of Commissioners Meeting Agenda July 20, 2026
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
Memorandum of Exemption
Attachments:
Contract Amendment - FY2027 74X CATS Express Bus Service26-399
INFORMATION CONTACT:
Theresa Torres, Human Services Agency Transportation Division
Director, 704-283-3598
ACTION REQUESTED:
Authorize the County Manager to approve the Third Amendment to the
Union County Regional Transit Services Agreement between the City of
Charlotte and Union County.
PRIOR BOARD ACTIONS:
1) April 17, 2023, Regular Meeting, Agenda Item # 23-122 - Presentation
of 74 Express Bus Service Partnership Update- Action cancel service
2) June 19, 2023, Regular Meeting, Agenda Item #23-387 - Presentation
of 74 Express Bus Service Partnership Update-Action add back Indian
Trail stop
3) February 5, 2024, Regular Meeting Agenda Item #24-070 - FY2024-
Contract CATS Express Bus Service
4) July 15, 2024, Regular Meeting Agenda Item #24-476 - FY2025-
Contract CATS Express Bus Service
5) July 14, 2025, Regular Meeting Agenda Item #25-431 - FY2026 -
Contract CATS/MPTA Express Bus Service
BACKGROUND:
The Charlotte Area Transit System (CATS)/Metropolitan Public
Transportation Authority (MPTA) provides peak-hour weekday express
bus service from Indian Trail to uptown Charlotte, based on terms set
forth in a Regional Transit Services Agreement between the City of
Charlotte/Metropolitan Public Transportation Authority (MPTA) and Union
County. Prior to October 2023, the express bus included stops in both
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
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Board of Commissioners Meeting Agenda July 20, 2026
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.
AgreementAttachments:
Budget Amendment - Funding to Build and Support Enhanced
Community-Based Health Care Delivery to Improve the Health and
Quality of Life for All North Carolinians
26-423
INFORMATION CONTACT:
Traci Colley, Human Services Agency - Department of Public Health,
Director, 704-296-4801
ACTION REQUESTED:
1) Recognize, receive, and appropriate $21,143.16 in Bringing Value
Home Innovation Funding from Community Care of North Carolina, Inc .
and 2) approve Budget Amendment #1.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Community Care of North Carolina, Inc. (CCNC) has awarded Union
County Public Health, 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 .
Page 15 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
Grant Notification
Funding
Budget Amendment 1
Attachments:
Petition for Annexation and Rezoning26-404
INFORMATION CONTACT:
Patrick Niland, County Manager ’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Authorize the County Manager to 1) sign the petition of annexation into
the Town of Wingate and 2) sign and submit the application for rezoning .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County purchased approximately 38.35 acres of land in Wingate
for the purposes of economic development . Parcels 09012003C,
09-012-010B, and 09-012-010D are located in the Town of Wingate ’s
extraterritorial jurisdiction (ETJ) and are currently zoned RA-20. To
support economic growth, create jobs, and attract new taxable
investment, which is the highest and best use of this property, we are
seeking to annex and rezone these parcels to a Conditional Light
Industrial designation .
FINANCIAL IMPACT:
None.
Purchase - Library 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 .
Page 16 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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.
Quote
Memorandum of Exemption
Attachments:
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:
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.
Quote
Contract Modification
Attachments:
Purchase - Dump Truck26-407
Page 17 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
INFORMATION CONTACT:
Caleb Sinclair, Solid Waste, Director, 704-283-3576
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an
agreement substantially consistent with this agenda item, 2)
exercise any renewal or extension term options set forth in the
Agreement, and 3) terminate the Agreement if deemed in the best
interest of the County, each in the County Manager's discretion .
PRIOR BOARD ACTIONS:
None
BACKGROUND:
This piece of equipment is necessary to fulfill our regulatory
environmental compliance obligations with respect to NCDEQ
Solid Waste Permit for cover material at the Union County
Construction and Demolition Landfill facility .
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local
governments to make purchases through a competitively bid North
Carolina Statewide Term Contract or a Group Purchasing
Program.
The purchase of the 2027 Peterbilt 567 Quad Dump Truck will be
made using Sourcewell Contract #060920-PMC quoted by The
Larson Group Peterbilt.
FINANCIAL IMPACT:
The anticipated cost for the 2027 Peterbilt 567 Quad Dump Truck is
$272,391.40 and is budgeted accordingly for FY 27.
QuoteAttachments:
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
Page 18 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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.
MapsAttachments:
Grant Application - National 4-H Council Lead to Change Project26-438
INFORMATION CONTACT:
Andrew Baucom, Agricultural Services, Director, 704-283-3738
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:
Lead to Change is a community action planning platform and grant
funding opportunity that supports individual teens, groups or clubs in
bringing their ideas for change to life . Projects span topic areas from
agriculture, civic engagement, healthy living, STEM, to leadership,
sharing a common goal: empowering youth to identify community needs
and lead positive change. The program fosters confidence, collaboration,
and problem-solving skills in the next generation of Beyond Ready
Leaders.
FINANCIAL IMPACT:
Page 19 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
$2,000 grant funding to support Union County 4-H club programming.
Contract Renewal - Microsoft Enterprise Agreement26-348
INFORMATION CONTACT:
Jon Amelio, Information Technology, Director, 704-283-3533
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the County's Enterprise Agreement Renewal for Microsoft . This
contract covers all aspects of our Microsoft Cloud and on-premises
environment, from user subscriptions to back-end server maintenance
and SQL Server clustering.
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local
governments to make purchases through a competitively bid North
Carolina Statewide Term Contract or a Group Purchasing Program .
The purchase of the Microsoft Software Enterprise Agreement will be
made using North Carolina Statewide Term Contract #208C - Microsoft
Enterprise Agreement Software, quoted by SHI Software International
Corp.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $822,138.75. Since this
contract contains three-year term, a total of $2,466,416.25 is estimated to
be spent. Funding is available in the adopted FY 27 budget appropriation
with future expenditures subject to annual BOCC budget appropriation .
AgreementAttachments:
Purchase - Laptop and Desktop Computers26-442
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:
Page 20 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
Union County IT is requesting approval to purchase 415 laptop/desktop
units across county departments . This will serve to replace existing
equipment that is at, or beyond, its useful lifecycle based on the County ’s
five-year technology replacement plan . The deployment plan is as
follows: County-Wide: 265 units - Social Services: 150 units.
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 equipment will be made using North Carolina
Statewide Term Contract #204A - Microcomputers, Peripherals, and
Related Services, quoted by Davenport Group .
FINANCIAL IMPACT:
The anticipated cost for the computer equipment is $475,000 and is
budgeted accordingly for FY27.
Contract
Quote
Quote
Attachments:
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
ReportAttachments:
May 2026 NCVTS Motor Vehicle Tax Report26-367
INFORMATION CONTACT:
Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748;
Kristen Foxworth, Tax Administration, Deputy Tax Administrator,
704-283-3591
Page 21 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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
ReportAttachments:
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
ReportAttachments:
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
Page 22 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
County Manager's discretion .
PRIOR BOARD ACTIONS:
1) April 3, 2023, Regular Meeting, Agenda Item #23-195 - Public Hearing
Held
2) April 3, 2023, Regular Meeting, Agenda Item #23-198 - Adopted
Budget Amendment BA 20 and CPO#344
3) May 1, 2023, Regular Meeting, Agenda Item #23-261 - Approved
Construction Manager at Risk Construction Delivery Method
4) January 16, 2024, Regular Meeting, Agenda Item #24-045 - Approved
Design Contract with CPL, adopted Budget Amendment BA 21 and
CPO#344A, and accepted State Grant Funding
5) June 17, 2024, Regular Meeting, Agenda Item #24-416 - Approved
Construction Manager at Risk Preconstruction Services Agreement
6) June 17, 2024, Regular Meeting, Item #24-427 - Approved Resilient
Food Systems Infrastructure Program Grant application
7) June 17, 2024, Regular Meeting, Agenda Item #24-428 - Approved
Golden Leaf Foundation Grant application
8) November 18, 2024, Regular Meeting, Agenda Item #24-769 -
Approved NCDA Agriculture Development and Farmland Preservation
Trust Fund Grant application
9) January 21, 2025, Regular Meeting, Agenda Item #25-021 - Approved
design contract amendment with CPL
10) March 17, 2025, Regular Meeting, Agenda Item #25-128 - Approved
grant application North Carolina Tobacco Trust Fund Commission
11) March 17, 2025, Regular Meeting, Agenda Item #25-129 - Approved
executing documents related to Golden Leaf Foundation Grant award,
adopted CPOs 288F, 344B, and 369A, Budget Amendment BA 27
12) February 17, 2026, Regular Meeting, Agenda Item #26-105 -
Authorized intergovernmental agreement with Wingate related to
administering Food Innovation Center and Approved Guaranteed
Maximum Price contract amendment .
13) March 13, 2026, Regular Meeting, Agenda Item #26-163 - Authorized
the County Manager to submit a grant application with the North Carolina
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
Page 23 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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.
AgreementAttachments:
FY 2027 Capital Project Ordinances - General County, UCPS, 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 273C - Public Safety reduction
CPO 284E - GC Electrical Infrastructure reduction
CPO 288K - Jail Locks, Progress Building/UC Jail Replacement Window
reduction
CPO 306F - DOT Projects
CPO 344E - UC Food & Innovation Center
CPO 349E - UC Jail Expansion Phase 1 reduction
CPO 368C - 2025 Critical Infrastructure Amendment
CPO387A - JC Temp Generator Connection reduction
CPO 390- UPS Infrastructure, AV Equipment, and Pictometry
CPO 391 - Annual R&R Funding
CPO 392 - Public Safety
UCPS Capital Project Ordinances for FY 2027
Page 24 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
CPO 393 - General Capital
South Piedmont Community College (SPCC) Capital Project Ordinances
for FY 2027
CPO 322A - Center for Entrepreneurship
CPO 363B - Tyson Driving Pad
CPO 394 - Modular Building for Faculty Offices
CPO395 - Education Building Design
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 UCPS is Interfund Transfer for General Fund $19,281,471;
Mis Revenue $1,063,347; State Public School Building R&R Funds
Page 25 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
$580,000. 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.
273C
284E
288K
306F
322A
344E
349E
363B
368C
387A
390
391
392
393
394
395
Attachments:
Contract - NC Administrative Office of the Courts26-385
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
Page 26 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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.
AgreementAttachments:
FY 2027 Budget - Technical Adjustment to Add and Increase
Commercial Site Plan Review Fee
26-389
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Board of County Commissioners approve the reinstatement and
amendment of the commercial site plan review fees as presented,
effective upon adoption of the amended fee schedule .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Commercial site plan review is a required element of the County's
development review process for non-residential projects . These fees are
assessed to recover a portion of the staff time and resources expended in
reviewing commercial site plans submitted to the County for approval .
The fee structure distinguishes between smaller commercial sites (less
than one acre) and larger sites (one or more acres), with the larger
category incorporating a per-acre component to reflect the increased
complexity and review time associated with larger projects .
Prior to the omission, the fee schedule established the following rates for
commercial site plan review:
Category Previous Fee
Less than 1 Acre $300.00 per review
1+ Acres $300.00 plus $50.00 per acre (or portion thereof)
Proposed Action
Staff recommends the Board of County Commissioners approve an
amendment to the non-residential review fee schedule to reinstate the
commercial site plan review fee category and adopt the following updated
fee structure, effective upon adoption :
Category Proposed Fee
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Board of Commissioners Meeting Agenda July 20, 2026
Less than 1 Acre $400.00 per review
1+ Acres $400.00 plus $50.00 per acre (or portion thereof)
The proposed base fee increase from $300 to $400 represents a 33%
adjustment to the flat-rate component of the fee . The per-acre charge of
$50.00 per acre (or portion thereof) for sites of one acre or more is
unchanged. This adjustment more accurately reflects the current cost of
the review services provided and brings the commercial site plan fees into
better alignment with peer jurisdictions and the County's broader
cost-recovery objectives.
FINANCIAL IMPACT:
Revenue generated from commercial site plan review fees is recorded in
the General Fund. The fiscal impact will vary based on development
activity; however, reinstatement and adjustment of this fee is expected to
modestly improve cost recovery for Planning and Development Services
operations. No additional appropriation is required .
Update to the Union County Citizen Participation Plan26-397
INFORMATION CONTACT:
Monica Culbreath, County Manager ’s Office, Grant Specialist,
704-283-3580
ACTION REQUESTED:
1) Adopt the updated Union County Citizen Participation Plan and 2)
authorize the County Manager to execute any documents necessary to
implement the updated Citizen Participation Plan .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The U.S. Department of Housing and Urban Development (HUD) requires
entitlement communities receiving Community Development Block Grant
(CDBG) funds to maintain a Citizen Participation Plan in accordance with
24 CFR 91.105. The Citizen Participation Plan establishes the County ’s
policies and procedures for encouraging citizen participation in the
development, review, and amendment of the Consolidated Plan, Annual
Action Plans, applications for Section 108 Loan Guarantees, and
Consolidated Annual Performance and Evaluation Reports (CAPER).
Union County has prepared updates to the Citizen Participation Plan to
ensure continued compliance with HUD regulations, including
amendments effective July 16, 2021.
Notice of the updated Citizen Participation Plan was published on June
27, 2026. The required fifteen (15) day public comment period began
June 29, 2026 , and concludes on July 13, 2026. Copies of the updated
Citizen Participation Plan were made available for public review at the
Union County Government Center and on the County ’s website during the
public comment period.
All comments received during the public review period will be considered
prior to formal adoption of the updated Citizen Participation Plan by the
Page 28 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
Union County Board of Commissioners .
FINANCIAL IMPACT:
There is no direct financial impact associated with adoption of the
updated Citizen Participation Plan.
Citizen Participation Plan 2026Attachments:
Grant Application - The Cannon Foundation26-413
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application
and make necessary assurances and certifications associated with the
grant application as substantially consistent with this agenda item, which
includes the authorization to execute documents related to award of the
grant and budget funds as appropriate .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Human Services is pursuing a renovation project for the
existing group home, which was previously used for other purposes . The
group home will serve as a Crisis Stabilization Home for foster youth in
Union and Cabarrus Counties, providing short-term housing and
supportive services for youth in crisis while staff determine the most
appropriate placement and /or treatment plan.
The goal of the project is to prevent foster youth from remaining in Social
Services offices by offering a safe, structured environment where services
can be quickly wrapped around them during periods of transition . This
collaborative effort between Cabarrus County, Union County, Alexander
Youth Network, Partners LME /MCO, and BCBS Healthy Blue Care
Together represents an innovative, cross-system approach to addressing
urgent placement needs. The home will include eight private bedrooms,
and with 68% of project funding already secured through state grants, the
County is currently working to obtain the remaining funds needed for
completion.
The Cannon Foundation seeks to support human services, higher
education, healthcare and community . The Cannon Foundation was
established in 1943 by Charles A. Cannon, President and CEO of
Cannon Mills Company. The Foundation continues his philanthropic
legacy by funding capital and equipment projects for organizations across
Mr. Cannon’s home state of North Carolina.
FINANCIAL IMPACT:
The grant request will be for approximately $261,729. There is no match
required for this grant.
Grant Application - The Braswell Foundation26-420
Page 29 of 41
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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 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 .
Page 30 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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 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
Page 31 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
valorem property tax rate). These estimates are based on the legislative
requirements of NC Session Law 2022-53 for bond referendums.
Bond Order - 2026 Union County GO Referendum (Jail Project)
Resolution Setting Referendum - 2026 Union County GO
Referendum (Jail Project) 07202026
Attachments:
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
Page 32 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
New Covenant Community Development Center - Next Step Youth
Program $30,000.
The JCPC budget is normally approved as a "pass through" line item in
the County budget, meaning that the amount approved by the State is
received by the County and then used for the JCPC program .
Union County has not approved JCPC programs in line-item detail in the
past; rather, the JCPC Board normally negotiates, approves, and
monitors line-item detail within the amount of funds allocated to the
program, and provides a recommended budget to Commissioners .
The Revised County Funding Plan is updating only the Local in Kind
Cash Match for the NCCDC Next Step Youth Program and does require
any County funding. This cash match is revenue received directly to
NCCDC from other sources.
FINANCIAL IMPACT:
None.
Revised Funding PlanAttachments:
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
Page 33 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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.
Resolution
Attachment A
Attachments:
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:
Page 34 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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:
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.
ReportAttachments:
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.
Memorandum
Report
Attachments:
Page 35 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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.
Report - New Hires
Report - Separations
Attachments:
Drought Status - Update26-410
INFORMATION CONTACT:
Aubrey Lofton, Water, Planning & Resource Management Director,
704-296-4241
ACTION REQUESTED:
None
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Union County Water is closely following the current drought . Union
County Water declared Stage 2 Drought Restrictions on May 15 to
comply with the Catawba-Wateree Drought Management Advisory
Group’s status change based on the Low Inflow Protocol triggers .
Attached are the updated Low Inflow Protocol triggers as of July 1, 2026
and the US Drought Monitor as of July 2, 2026.
FINANCIAL IMPACT:
None
ReportAttachments:
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:
Page 36 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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%
·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
Page 37 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
TablesAttachments:
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.
ReportAttachments:
South Piedmont Regional Autopsy Center - July 2026 Quarterly
Report
26-417
INFORMATION CONTACT:
Stephanie Dudley, County Manager ’s Office, Business Manager,
704-292-2668
ACTION REQUESTED:
None - Information only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly progress report on the operations of the South
Piedmont Regional Autopsy Center (SPRAC).
FINANCIAL IMPACT:
None.
ReportAttachments:
Business
Rezoning Petition 2026-CZ-005 McAteer26-368
INFORMATION CONTACT:
Bjorn E. Hansen, Planning, Senior Planner - Long Range Planning,
704-283-3690
ACTION REQUESTED:
To make a decision on this rezoning petition, the Board of
Commissioners can consider the following motions :
Page 38 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
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
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.
FINANCIAL IMPACT:
None.
Rezoning Application
Letter of Intent
Site Plan
Staff Report
Motions
Consistency Statements
Affidavit of Publication
Ordinance
Attachments:
Page 39 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
Rezoning Petition 2026-CZ-007 Beulah Church26-369
INFORMATION CONTACT:
Bjorn E. Hansen, Planning, Senior Planner - Long Range Planning,
704-283-3690
ACTION REQUESTED:
To make a decision on this rezoning petition, the Board of
Commissioners can consider the following motions .
To approve the proposed amendment (the proposal is consistent with the
current plan)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of
Union County, North Carolina, and (ii) adopt the consistency and
reasonableness statement for approval .
To deny the proposed amendment (the proposal is inconsistent with the
current plan)
Motion
(i) Deny rezoning petition CZ-2026-007 submitted by R. Dean Harrell; and (ii)
adopt the consistency and reasonableness statement for denial
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 .
FINANCIAL IMPACT:
None.
Page 40 of 41
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Board of Commissioners Meeting Agenda July 20, 2026
Rezoning Application
Letter of Intent
Site Plan
Staff Report
Motions
Consistency Statements
Affidavit of Publication
Ordinance
Attachments:
Board Discussion on Public Schools Statutory 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:
The Board of Commissioners requested that staff place this item on the
agenda for discussion and provide direction to staff regarding this issue .
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
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-275 Agenda Date:7/20/2026
TITLE:..title
America 250 Art Contest
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
Recognize Winners of the America 250 Art Contest.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The America 250 Student Art Contest is a countywide initiative designed to engage Union County
students in celebrating the theme “America the Beautiful.” Inspired by the iconic song, the contest
invited students in grades K-12 to explore and visually interpret what makes America meaningful to
them, from sweeping national landscapes to local parks, neighborhoods, and personal spaces within
Union County. The contest inspired creativity, civic pride and community connection while aligning
with broader America 250 commemorative efforts.
Submissions were collected from May 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 7/14/2026Page 1 of 2
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File #:26-386 Agenda Date:7/20/2026
maximum annual debt service payment is $20,688,000 beginning in FY 2028 and commencing in FY
2047. The annual estimated amount of property tax liability increases for each $100,000 of property
tax value to service the cumulative cost over the life of the bond is estimated at $31.10. The annual
estimated amount of property tax liability increases for each $400,000 of property tax value to service
the cumulative cost over the life of the bond is estimated at $124.40 (based on 3.11¢ increase in the
ad valorem property tax rate). These estimates are based on the legislative requirements of NC
Session Law 2022-53 for bond referendums.
Union County, NC Printed on 7/14/2026Page 2 of 2
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-390 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
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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 _____
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-391 Agenda Date:7/20/2026
TITLE:..title
Grant Application - 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
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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
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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
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-421 Agenda Date:7/20/2026
TITLE:..title
Grant Application - 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
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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
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-364 Agenda Date:7/20/2026
TITLE:..title
Contract - 821 Zone 16-inch Transmission Main on Old Providence Road
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement with Ardurra Group North
Carolina substantially consistent with this agenda item, 2) exercise any renewal or extension term
options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of
the County, each in the County Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Water Capital Improvement Program (CIP)includes an allocation for the design
and construction of critical water supply and water transmission projects as outlined in the 2025
Water and Wastewater Master Plan.The 821 Zone Water Transmission Main on Old Providence
Road project includes the design and construction of approximately 3,900 linear feet of 16-inch
diameter water main along Old Providence Road between Highway 75 and Waxhaw Farms Road to
provide adequate fire flow and improve pressure in the 821 Pressure Zone.
Ardurra Group North Carolina has been selected to provide engineering services for Task Order 8678
-07:821 Zone 16-inch Transmission Main on Old Providence Road.Ardurra Group North Carolina
was chosen from a list of vendors previously selected from RFQ 2024-021 -Engineering Services for
Water and Wastewater System Improvements to provide these services for Union County Projects.
FINANCIAL IMPACT:
The total cost of the Task Order 8678-07 with Ardurra Group North Carolina is $304,300.00.Sufficient
funds are available within the adopted capital account 60184131 -821 Zone Providence Road BPS
Supply.
Union County, NC Printed on 7/7/2026Page 1 of 1
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APPENDIX
Exhibit A
TASK ORDER
This Task Order pertains to an Agreement by and between UNION COUNTY ("OWNER"), and
W.K. DICKSON & CO., LLC. d/b/a Ardurra Group North Carolina (formerly known as W.K.
Dickson & Co., Inc.) ("ENGINEER"), dated January 1, 2024, ("the Agreement"). ENGINEER shall
perform services on the project described below as provided herein and in the Agreement. This
Task Order shall not be binding until it has been properly signed by both parties. Upon execution,
this Task Order shall supplement the Agreement as it pertains to the project described below.
TASK ORDER NUMBER: 8678-07
RELATED RFQ NUMBER: 2024-021
PROJECT NAME: 821 Zone 16-inch Transmission Main on Old Providence Road
PART 1.0 PROJECT DESCRIPTION:
OWNER has requested ENGINEER to develop design plans and specifications for permitting and
bidding of a 16-inch Transmission Main on Old Providence Road. The project consists of
approximately 3,900 linear feet of new 16-inch water transmission main in order to improve
pressures and fire flow in the 821 Zone. The proposed water mains will be installed primarily via
traditional open-cut construction methods, with bore and jack methods as needed. The existing
6-inch water main will be abandoned in place and all water main connections, and service
connections, and hydrants will be transferred over to the new 16-inch main. The plans will be
created using available GIS information, available as-built information, strip SUE and
topographic existing conditions survey. The proposed project limits have been determined by the
OWNER and are represented in a GIS based map prepared and provided by the OWNER to the
ENGINEER. The proposed water main runs from the intersection of Old Providence Rd. and Hwy
75 to Rogers Pond subdivision near the intersection of Old Providence Rd. and Waxhaw Farms
Rd.
PART 2.0 SCOPE OF BASIC SERVICES TO BE PERFORMED BY ENGINEER ON THE
PROJECT:
Basic Services will be performed in accordance with Section 2.1 to 2.55 of the Task Order, with
such services supplemented as provided herein.
*
*, NORTH CAROLINA Int ______
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Project Management, Planning– The ENGINEER will perform project management and
administration activities throughout the design of the project, including the following:
2.1 The ENGINEER will evaluate and coordinate the activities associated with the
efficient execution of the project including project development and scoping;
2.2 The ENGINEER’s Project Manager shall coordinate and oversee all project activity
on a regular basis related to all administrative and technical aspects of the project.
In particular, the Project Manager will supervise and direct all staff related to the
technical components of the project including design, construction document
preparation, and specification development. In addition, the Project Manager will
provide ongoing QA/QC of each of the tasks associated with the project quality
control reviews to assess conformance to project scope, design criteria, as well as
the project budget and schedule;
2.3 The ENGINEER will conduct a kick-off meeting with the OWNER (in a format to
be selected by the OWNER) to discuss the project goals and objectives, assess
alternatives, and gather any additional reasonably available relevant data. The
ENGINEER will prepare minutes from the kick-off meeting which will outline
items discussed, available data/information, and additional items that may need
to be obtained for evaluating existing conditions and /or routes, and initial
schedule submittal;
2.4 The ENGINEER shall provide project schedule and financial tracking as follows:
2.4.1 The ENGINEER shall maintain a project schedule in a format acceptable to
the OWNER. An updated schedule submittal will be provided to the
OWNER upon request.
2.4.2 The ENGINEER shall maintain a project cost accounting system
throughout the life of the Project.
2.4.3 The ENGINEER shall prepare monthly invoices for its services in a format
acceptable to the OWNER.
2.5 The ENGINEER shall procure sub-consultants as necessary for the various
disciplines associated with the project. Subconsultants shall provide technical
oversight, review applicable submittals, and conduct inspections of the Work as
needed. The following sub-consultants are anticipated to be utilized on this
project:
2.5.1 Surveying – To provide field survey and topographic mapping, as
necessary for the ENGINEER’s design purposes.
2.5.2 Subsurface Utility Engineering (SUE) – Level B SUE will be conducted in a
manner consistent with the scope of work and procedure for the
identification and mapping of existing underground utilities within the
project corridor, in accordance with the current publication of CI/ASCE 38
“Standard Guidelines for Investigating and Documenting Existing
Utilities”.
2.5.3 Services of Professional Surveyor and Subsurface Utility Engineering sub-
consultants, as described above, shall be billed on an “Hourly Not to
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Exceed” (HNTE), basis, as outlined in PART 6.0, below and Attachment A,
as referenced and incorporated herein.
2.6 If access to private property is required, the ENGINEER will notify the OWNER
so that survey notification letters can be prepared and distributed. The OWNER
will prepare and distribute survey notification letters.
Preliminary Engineering – The ENGINEER will provide preliminary (predesign)
engineering services consisting of final scoping of the proposed project, development of
initial opinions of probable construction cost, and discussions including meeting with the
OWNER regarding the proposed project scope, extent, and intent. Preliminary
Engineering is intended to further define the project requirements, deliverables, and
schedule milestones, and shall include the following activities:
2.7 The ENGINEER will initiate a Right-of-Way Inquiry with NCDOT and use the
resulting verification, together with available property deeds and boundary
information, and North Carolina Case Law to evaluate the proposed alignment
and anticipated easement needs.
2.8 The ENGINEER will send a qualified environmental scientist to visit the project
site for a one-day field visit to conduct a preliminary evaluation and provide
preliminary wetland and stream classification determination of initial field route
of the waterline extension. The ENGINEER will notify the OWNER if wetland or
stream impacts are anticipated and additional wetland, stream delineation, and
surface survey services are expected, if necessary.
2.9 The ENGINEER will visit the project site to further review the proposed project
scope and related project requirements. The ENGINEER will perform the initial
field routing of the new waterline extension. The ENGINEER will conduct up to
one (1) day of field investigation.
2.10 The ENGINEER will design a 16-inch transmission main in accordance with
OWNER standards. The OWNER will provide the ENGINEER with the most
current as-builts, GIS data, and hydrant flow test data, as is reasonably available
for reference only. No transmission main sizing analysis or pipe size
recommendations will be performed as part of this scope, as the size has been
predetermined by the OWNER.
Field Survey and Base Mapping – The ENGINEER will provide a location survey of the proposed
waterline extension corridor. The survey extents will be determined by the ENGINEER,
depending upon the existing conditions and scope of work areas defined herein. The survey shall
include sufficient data to produce a digital corridor base map with the location of all surface
features, located underground utilities, existing site conditions and topographic information. SUE
and Survey services rendered under this “Field Survey and Base Mapping” phase shall be
provided on an HNTE basis, as described below and in Part 6.0 of this Task Order. The
ENGINEER has budgeted for survey and SUE services for up to 3,900 linear feet of new water
line. For areas not surveyed, base mapping shall be performed by the ENGINEER and shall
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consist of available GIS base data from the OWNER to formulate sufficient data to produce a
digital base map. The OWNER will provide the ENGINEER with the most current water &
wastewater GIS data. The base mapping shall include the following:
2.11 Level B SUE – The ENGINEER’s Subconsultant will provide Level B SUE service
to be performed in accordance with the standards as set by the American Society
of Civil Engineers (ASCE) in publication CI/ASCE 38 (current release) Standard
Guidelines for the Collection and Depiction of Existing Subsurface Utility Data.
2.12 The ENGINEER’s sub-consultant will establish vertical and horizontal survey
control using RTK GPS methods. Additional surveying control points will be
established by conventional surveying methods.
2.12.1 Horizontal datum based on NAD 83 and the vertical datum will be based
on NAVD 88. Utilizing project control, a baseline with inter-visible points
will be established within the mapping limits of the project. The baseline
points will have northing, easting, and elevation data.
2.13 The ENGINEER’s subconsultant will perform a location survey of the proposed
waterline corridor. The survey will include, but not be limited to, the storm
drainage, fences, sidewalks, concrete structures, above ground appurtenances,
buildings, signs, storm drains, trees over 10-inches in diameter, and spot
elevations as needed, etc. within the existing road right-of way and proposed
alignment.
2.14 The ENGINEER’s subconsultant deliverables will feature contour intervals set at
1-ft.
2.15 The ENGINEER’s sub-consultant will perform the following only for areas of the
project corridor requiring easement mapping:
2.15.1 Conduct reconnaissance and locate existing property corners and evidence
of property corners to perform existing right-of-way resolution using
existing maps and deeds with the project area.
2.15.2 Online research for all maps and documentation needed to perpetuate
existing property lines and existing rights of way. Additional Register of
Deeds’ Office research will be performed and documented as needed to
resolve property lines that are not available online.
2.16 The ENGINEER’s sub-consultant will provide a plan sheet showing field survey
data suitable for the preparation of design plans.
Easement Exhibit – The project will be constructed, operated, and maintained in existing rights-
of-way and easements, and where needed, new easements will be obtained. To assist with
acquiring the new easements, the ENGINEER’s professional survey subconsultant will prepare
survey maps of the proposed new easements to be acquired.
To efficiently prepare the maps of the proposed easements, the OWNER and ENGINEER will
work together as the project evolves and develops. The ENGINEER is not responsible for actually
obtaining easements; rather, the OWNER is responsible for obtaining easements.
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Upon completion of property deed research, the field surveying of the portions of the properties
of the project area and the preliminary engineering of the Project, including the establishment of
any underground utility locations, the ENGINEER will identify the potential locations of the
easements required for the Project. The OWNER and ENGINEER will meet to review the
preliminary engineering and potential easements. The OWNER and ENGINEER will determine
if any changes will be needed to the project or the proposed easements. Upon the OWNER
approving the easement needs and the ENGINEER receiving authorization from the OWNER to
prepare the surveys of the potential easements, the ENGINEER’s subconsultant will start the
preparation of the surveys of the potential easement exhibits for the Project. The OWNER will
compensate the ENGINEER for preparing the easement maps on a per-easement, unit cost basis,
as described below and in Part 6.0 and Attachment A of this TASK ORDER. If the number of
required easements increases to more than the number included in this TASK ORDER, additional
easements will need to be added to the TASK ORDER by amendment as an additional service.
Utilizing the finalized design plans prepared by the ENGINEER’s subconsultant, the ENGINEER
will prepare and submit to the OWNER an easement map for each affected property for the use
to begin obtaining the required easements for the Project. The ENGINEER’s subconsultant will
prepare the easement maps in accordance with the OWNER provided standards. The OWNER
intends to acquire easements for any portion of the water main alignment not in the public right-
of-way. Based upon preliminary review of the project area, and NCDOT Rights-of-Way, up to
twenty-five (25) easement exhibits are planned and budgeted for herein. The general
requirements for the easement maps shall be as follows:
2.17 Easement maps will comply with the rules set forth by the NC Board of Examiners
for Engineers and Surveyors and the NC mapping law;
2.18 Easement maps will be an exhibit to the easement agreements to be prepared by
the OWNER and will be prepared on 8.5”x11” sized paper. (8.5”x14” may be
utilized if necessary based on scale/size of the subject parcel);
2.19 All easement maps shall have a general vicinity map, which shall clearly identify
the general location of the parcels where the easement(s) shall be obtained;
2.20 All easement maps shall have distinct line types for the easement lines, which will
define the easement(s) location(s) on each parcel;
2.21 The total square footage of each easement shall be indicated on the easement
map(s);
2.22 All easement maps will identify the applicable jurisdictional boundaries;
2.23 Each parcel requiring an easement will be clearly identified with a parcel
identification number for reference to the agreement to be prepared by the
OWNER’s attorney;
2.24 One digital copy in PDF format of the easement maps will be provided to the
OWNER for use in obtaining the easements;
2.25 All easement plats shall be sealed by a Professionally Licensed Surveyor;
2.26 The OWNER will review the form and format of the proposed easement maps for
compliance with the recording requirements at the county register of deeds;
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2.27 The OWNER shall be responsible for negotiating the easements with property
owners; and,
2.28 The OWNER, shall record the easement documents and return one (1) electronic
(PDF) copy to the ENGINEER for our records.
Easement Staking: Staking (marking) of easement(s) by placing survey monuments or markers at
intervals along easement lines in order to identify and visually represent location of easement
lines. Easement staking will be to provide representation of easement lines for marking and/or
negotiation purposes. This shall include marking of property corners and boundary lines adjacent
and/or relevant to easement acquisition and/or negotiations. The ENGINEER has budgeted for a
two-person crew to provide easement staking at an estimated rate of production of 150 linear feet
of easement line per hour at a crew rate of $210 per hour. Based on this crew rate and estimated
rate of production, ENGINEER has budgeted for 20 hours of crew time for the surveyor which
would allow for the marking/staking of up to approximately 3,000 linear feet of easement line.
This crew hourly rate and assumed number of hours establishes an hourly NTE budget of $4,200
for easement staking.
Engineering Design: Utilizing the field survey and mapping as well as information resulting from
the preliminary design phase, the ENGINEER will design and prepare the drawing set(s) for the
16-inch transmission main in accordance with OWNER standards. The design includes
abandonment of the existing 6-inch water main, and the transfer of all existing water main
connections – including McCain Drive, Ethel Street, Arbor Drive, Essaw Drive, Yamasee Drive
and Linda Kay Drive – along with associated service connections and new hydrants to the
proposed 16-inch transmission main.
The ENGINEER will design the necessary reconnections, fittings, valves, hydrants, and
appurtenances required to maintain system functionality and fire protection. For the connection
at Linda Kay Drive, the design will include installation of a 16-inch by 6-inch tapping sleeve and
valve on the new 16-inch water main, crossing Old Waxhaw Monroe Road, and transitioning to
a 4-inch connection to tie into the existing water main, consistent with OWNER direction and the
assumption that a future 6-inch water main will be sufficient to meet fire flow requirements for
the neighborhood.
The ENGINEER will also prepare other contract documents necessary for subsequent phases
(permitting and bidding, including, front end documents in the form of the OWNER provided
EJCDC Sections, technical specifications, drawing set cover, notes, plan and details sheets, etc.
Final design work shall include:
2.29 Prepare horizontal and vertical geometry;
2.30 Prepare plan and profile drawing sheets for proposed waterline extension,
connections, and appurtenances. (horizontal scale of 1” = 40’ and vertical scale of
1” = 4’).
2.31 Prepare erosion control detail sheets.
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2.32 Prepare construction contract documents including the OWNER provided
standard front-end documents (EJCDC) as well as all required Federal, State, and
the OWNER documents. The ENGINEER will develop any additional contract
documents necessary for the project, for review and approval by the OWNER.
2.33 Prepare technical specifications suitable for permitting and construction.
2.34 Prepare quantities take off and opinion(s) of probable construction cost.
2.35 The ENGINEER shall provide the OWNER with monthly project design status
memoranda, which will include schedule updates and serve to document the
general progress of the final design. Memoranda shall outline any project specific
challenges, conflicts, and/or circumstances that are hindering the progress in
completing the design phase.
2.36 The ENGINEER shall submit 60% Design, and 90% Design progress sets for
waterline extension, to the OWNER for review and comment. Electronic copies
will be submitted via email. The ENGINEER’s project schedule assumes up to 14
days for the OWNER to complete a review of each submittal and provide
comments. Should the OWNER need additional time to complete their review
beyond the 14 days allocated in the ENGINEER’s schedule, the remaining project
schedule milestones shall be extended to the equivalent number of days utilized
by the OWNER to complete their review beyond the 14 days that are originally
allocated.
2.37 The ENGINEER shall meet with the OWNER one (1) time for each review to
discuss the draft submittal and comments resulting from the OWNER’s review.
2.38 Upon subsequent submittals, the ENGINEER shall maintain and provide
comments and response log to the OWNER.
2.39 Throughout the development of the design documents and concurrent with the
OWNER review, the ENGINEER shall conduct a thorough internal QA/QC review
in accordance with ENGINEER’s policies and procedures for the deliverables
outlined herein. The ENGINEER’s QA/QC review program shall be completed
prior to issuing final documents to the OWNER.
2.40 Finalize and submit design documents to the OWNER electronically (PDF), via e-
mail.
2.41 Geotechnical investigation is not included. If horizontal direction drilling (HDD)
is determined to be the most appropriate installation method, and a geotechnical
investigation is deemed to be necessary, such services can be obtained as
additional services.
Permitting: Based upon the OWNER’s approval of the 90 percent design progress submittal, the
ENGINEER will prepare and submit applications for permits to the applicable agencies necessary
to allow for the construction of the project. The ENGINEER has budgeted for up to one (1) permit
submittal. The ENGINEER shall be available to answer inquiries made by the various regulatory
agencies during the reviews of the Project. Based on the ENGINEER’s assessment of the project
scope and requirements, the following permits are scoped:
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2.42 NCDEQ- Public Water Supply Section – A Construction Permit and Approval to
Place into Operation will be required. The ENGINEER has budgeted for one (1)
permit package submittal. A permit fee is anticipated for submittal. The
ENGINEER has budgeted up to $317.00 per permit submittal.
2.43 NCDEQ – Division of Energy, Mineral, and Land Resources, Erosion and
Sediment Control – It is anticipated that an erosion control permit will be required
for this Project. The ENGINEER assumes one submittal and one resubmittal. The
ENGINEER will also attend one (1) in-person meeting at NCDEQ’s Mooresville
Office. The ENGINEER proposes utilizing NCDEQ’s Permitting Plan Review
process and has budgeted accordingly herein. Permitting fees are anticipated; the
fee for Standard Permitting Review is a total of $119.00 per acre, assuming up to
three acres of disturbed area, the ENGINEER has budgeted up to $357 in permit
fees. The ENGINEER assumes no wetland impacts. If wetland impacts are
determined to be necessary, the ENGINEER can provide additional permitting
services as an additional service.
2.43.1 The ENGINEER will provide stream classification as necessary in support
of NCDEQ Erosion and Sediment Control permitting process. The
ENGINEER will fill out Notice of Intent for execution by OWNER.
OWNER to pay Notice of Intent fee.
2.44 NCDOT Encroachment – The ENGINEER will prepare and submit an
Encroachment Agreement Package (NCDOT Form 16.1) and supporting
documentation for the new water main extension permit/bid packages. No permit
fee is anticipated.
2.45 Town of Waxhaw Encroachment – A Town of Waxhaw encroachment permit may
be required for this project. The ENGINEER will prepare and submit an
encroachment permit application, if required. The need for such a permit will be
confirmed following completion of the preliminary design phase. Any applicable
permit or agency fees and costs shall be reimbursable.
2.46 Duke Energy Encroachment – A notification and written approval for encroaching
across power transmission mains from Duke Energy is anticipated. No permit fee
is anticipated.
Permitting fees and costs as reimbursable expenses shall be limited to the actual expenditures
made by the ENGINEER during the performance of the work. Permit costs and fees paid for
securing approvals of authorities having jurisdiction over the Project are considered reimbursable
expenses and will be compensated at cost by the OWNER, subject to the not-to-exceed amount
for Permitting set forth in Section 6.1.1.
Bidding – Upon receiving the required approvals from the regulatory agencies and the OWNER,
the ENGINEER shall proceed with the Bidding portion of the project. Bidding will have no
prequalification of bidders. The ENGINEER has budgeted for up to one (1) bid pac kage/effort,
being advertised and bid no more than one (1) time. Bidding will consist of the following tasks:
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2.47 The ENGINEER shall provide to the OWNER one hard copy and one PDF (via e-
mail) of final bidding documents, including drawing set and project manual, prior
to issuance of public advertisement;
2.47 Issue a public advertisement for the project to the OWNER (advertising/listing in
a newspaper and cost of advertising in a newspaper is the OWNER’s
responsibility) and advertise in the ENGINEER’s digital plan room;
2.48 Coordinate plans and specifications distribution for bidding purposes through the
ENGINEER’s digital plan room;
2.49 Respond to Contractor questions concerning the plans and specifications;
2.50 Prepare up to two (2) addenda in response to any Contractor requests for
clarification of the bid documents and coordinate with the OWNER in review,
approval, and distribution of said addenda;
2.51 Conduct/assist the OWNER with the Bid Opening at the OWNER’s offices;
2.52 Analyze the Bids and issue a recommendation of award to the OWNER;
2.53 Issue Notice of Award to successful Contractor;
2.54 Prepare contract documents for execution by the Contractor and the OWNER and
distribute conforming copies of the construction contract documents to the
OWNER and Contractor. These services will include furnishing the Contractor
with unsigned construction contract documents, review of Contractor bonds and
insurance certificates, and transmitting the construction contract documents to the
OWNER for review and acceptance by the OWNER, signature and final
distribution to the Contractor. The ENGINEER shall distribute conformed
contract documents as follows:
2.54.1 The OWNER shall be provided with one complete half scale hard copy and
one PDF (via e-mail) of the drawings, one PDF (via e-mail) of the project
manual and five (5) hard copies of the project manual.
2.54.2 Contractor shall be provided with three hard copies and one PDF (via
email) of conformed contract documents (drawings and project manual).
2.55 The ENGINEER’s review of insurance certificates is only for the purpose of
determining if the Contractor maintains the general types and amounts of
insurance required by the contract documents and is not a legal review to
determine if the Contractor’s insurance complies with applicable requirements.
PART 3.0 ADDITIONAL SERVICES, NOT PART OF BASIC SERVICES:
The ENGINEER will perform additional services as requested by the OWNER. If the need for
such services is identified, the ENGINEER will prepare an amendment to this Task Order or
prepare a new Task Order for the OWNER’s approval. Additional Services will be performed
only upon execution of an amendment to this Task Order or a new Task Order.
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PART 4.0 OWNER'S RESPONSIBILITIES:
The OWNER shall be required to provide the ENGINEER, or has already provided to the
ENGINEER the following:
4.1 Access to the project site(s);
4.2 Available utility as-built, GIS, water model and CAD data for mapping purposes;
4.3 Assistance, as needed, with providing and/or confirming property records, and;
4.4 List of applicants and water utility customers based upon the OWNER’s billing
data.
PART 5.0 PERIODS OF SERVICE:
ENGINEER will endeavor to complete each phase of the Task Order, as specified below, within
the time specified below upon written notification from by the OWNER:
5.1 Survey Month 1 – 3
5.2 Preliminary Engineering Month 1 – 3
5.3 Design Month 3 – 7
5.4 Easement Mapping & Acquisition Immediately upon completion
of 90% documents, or sooner, as
approved by OWNER.
5.5 Permitting1 Immediately upon Completion of
90% documents, as approved by
OWNER.
5.6 Bidding2 Immediate Upon Completion of
Permitting.
Notes:
1.The ENGINEER will submit all project elements for permitting as
shown in the above referenced time frame. The ENGINEER does not
guarantee that permits and/or encroachments shall be issued within
said time frame.
2.Bidding services shall be provided to the OWNER by the ENGINEER
in accordance with the schedule dictated by the OWNER.
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PART 6.0 PAYMENTS TO ENGINEER:
6.1 Payment for Basic Services:
6.1.1 Basic Services. The OWNER shall pay the ENGINEER for services set forth
in Part 2.0, Scope of Services, on an hourly, not to exceed (NTE) basis, as
set forth in Section 6.1 of the Agreement, not to exceed $304,300.00 as
outlined below:
Project Management & Planning (HNTE) $ 22,400.00
Preliminary Engineering (HNTE) $ 11,400.00
Field Survey & Mapping (HNTE) $ 81,000.00
Easement Exhibits, up to 25 (HNTE) $ 33,400.00
Easement Staking, up to 3,000 LF (20 hours) (HNTE) $ 4,200.00
Engineering Design (HNTE) $ 100,000.00
Permitting (Reimbursable expenses and hourly fee with a total NTE) $ 37,400.00
Bidding (HNTE) $ 14,500.00
TOTAL $ 304,300.00
6.1.2 For Hourly, Not to Exceed (HNTE) Fee work, the ENGINEER will bill the
OWNER on the last day of each month for the labor and expenses incurred
during that month. All hourly fee work will be charged based upon the
labor category performing the work and corresponding hourly rate set
forth in “Attachment A,” which is incorporated herein by reference.
6.1.3 Additional Services. The OWNER shall pay the ENGINEER for additional
services, which are not specifically called for in Part 2.0, Scope of Services,
in accordance with the ENGINEER’s standard rates. Additional Services
will be paid only upon execution of an amendment to this Task Order or a
new Task Order.
6.2 Payment for Additional Services:
Payment for Additional Services outside of the Basic Services Scope of Work
as defined in Part 2 above, shall be based upon a mutually agreed upon fee
using a firmly defined scope of services. No work outside of the Basic
Services will be performed without a fully executed amendment to this Task
Order.
*Per Diem,
*
Int ______
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This Task Order is executed this________________________.
OWNER ENGINEER
UNION COUNTY, W.K. DICKSON & CO., LLC. d/b/a Ardurra Group
North Carolina
NORTH CAROLINA
By: By:
Name: Brian W. Matthews Name: Jeremy L. Brashears, PE
Title: County Manager Title: Group Leader
Address: 500 N. Main St. Address: _ 1213 W. Morehead St., Ste. 300
Monroe, NC 28112 Charlotte, NC 28208
Approved as to Legal Form:This instrument has been preaudited in the manner
required by the Local Government Budget and
Fiscal Control Act.
Deputy Finance Officer
BTI
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ATTACHMENT A
2026 RATE SCHEDULE
LABOR 2026
Principal $304.00 /hr.
Practice Director $304.00 /hr.
Senior Consultant $273.00 /hr.
Group Leader $278.00 /hr.
Senior Project Manager $268.00 /hr.
Senior Electrical Engineer $273.00 /hr.
Project Manager $241.00 /hr.
Engineering Manager $241.00 /hr.
Associate Project Manager $226.00 /hr.
Senior Project Engineer $241.00 /hr.
Project Engineer $194.00 /hr.
Electrical Engineer $210.00 /hr.
Engineering Associate II $152.00 /hr.
Engineering Associate I $136.00 /hr.
Senior Project Controller $173.00 /hr.
Project Controller $157.00 /hr.
Senior Scientist $178.00 /hr.
Scientist $157.00 /hr.
Senior Planner $220.00 /hr.
Planner $163.00 /hr.
Senior Engineering Designer $173.00 /hr.
Engineering Designer 2 $157.00 /hr.
Engineering Designer 1 $126.00 /hr.
Senior GIS Analyst $184.00 /hr.
GIS Analyst $157.00 /hr.
GIS Technician $136.00 /hr.
Senior Construction Observer $163.00 /hr.
Construction Observer $136.00 /hr.
Senior Funding Support Specialist $152.00 /hr.
Funding Support Specialist $142.00 /hr.
Senior Project Administrator $136.00 /hr.
Project Administrator $105.00 /hr.
EXPENSES
Reproductions Cost
Mileage IRS Rate
Telephone, Postage Cost
Travel (Meals/Lodging) Cost
Subconsultants Cost + 10%
Special Owner Requested Computer Software (1) Cost + 10%
Note: The above rates are effective January 1, 2026. We reserve the right to revise to reflect inflationary increases. Int ______
88
Budget TableArdurra16-in WM -Old Providence RdLabor CategoryALL304,243$ 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 ______89
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™90
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
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Task 400 – Design
Task 500 – Permitting
Task 600 – Bidding and Award
The detailed scope of services for the basic services included under this Task Order (Tasks 100
through 600) follows.
TASK 100 PROJECT MANAGEMENT AND INITIATON
The Project Management task includes those activities involved with the detailed planning and
subsequent monitoring and control of the Project. In addition to ENGINEER’s normal in-house staff
management and job tracking procedures, the following subtasks will be considered Project
Management services:
101 Develop Detailed Project Schedule
ENGINEER will develop a schedule for engineering activities based on the tasks outlined in
this Scope of Services. The schedule will be reviewed with OWNER and finalized, with
copies sent to OWNER. The schedule will be developed using Microsoft Project software,
which will also be used during the duration of the Project.
The schedule will incorporate interim deliverables and review periods for the following:
60-, 90-, and 100-percent design packages and review meetings
Final bid ready documents
2 – Week Review Time for OWNER
Construction cost estimates at 60-, 90- and 100-percent deliverables
OWNER and permitting agency review periods
102 Project Initiation
A hybrid Project kickoff meeting will be held with OWNER to discuss Project schedule,
administrative procedures, respective responsibilities, communications, OWNER contacts,
OWNER expectations, progress reporting, data collection, and other Project matters as
appropriate. Key stakeholders of OWNER and ENGINEER’s team are expected to attend.
103 Project Meetings
ENGINEER has assumed the following meetings:
· Hybrid Kickoff Meeting.
· Hybrid Gravity Sewer and Force Main Replacement 60-Percent Review Meeting.
· Hybrid Gravity Sewer and Force Main Replacement 90-Percent Review Meeting.
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· Hybrid Gravity Sewer and Force Main Replacement 100-Percent Design Review
Meeting.
TASK 200 FIELD REVIEW
Related field review subtasks are described below.
201 Field Reconnaissance
Evaluate, through field investigation, the potential impacts of the proposed improvements
and upsizing on OWNER’s existing facilities, adjacent utilities, structures, traffic patterns,
and public and private properties.
Perform field walkthroughs of the existing gravity sanitary sewer and force main to identify
easement requirements necessary to accommodate the proposed upsizing and
improvements. It is anticipated that the upsized gravity sewer and force main can generally
be constructed within the existing 30-foot permanent easement by removing the existing
gravity sewer and replacing it with the new 12-inch pipeline along the same alignment, with
downstream piping activated progressively as construction advances. Evaluate whether
replacement within the existing trench is the most appropriate approach or if a parallel
alignment would be more effective in reducing bypass costs. Existing air valves will be
assessed to identify any required repairs or replacements and to verify that valve sizing on
the downstream force main is adequate for the anticipated increased flow conditions. The
general alignment of the existing sewer and proposed upsizing is illustrated in Figure 1,
which is attached and incorporated herein by reference.
202 Preliminary Design Technical and Constructability Reviews
ENGINEER shall facilitate a technical and constructability review workshop to confirm that
the proposed design criteria are technically sound, constructible, and cost-effective. The
workshop will be attended by the Technical Review Committee (TRC), consisting of senior
engineering and construction professionals. OWNER may participate in the review session
at their discretion. The review will also include evaluation of Specifications Divisions 00 and
01.
TASK 300 SURVEY & MAPPING
ENGINEER and its survey subconsultant shall perform surveying services to provide
accurate information as to the horizontal and vertical locations of existing structures, land
features, property identification, utilities, etc. within the fence line of the existing Forest
Park pump station in order to allow the proper design of the improvements.
Surveying services will be conducted along the existing Forest Park Pump Station incoming
gravity sewer and discharge force main. It is assumed that the surveying services will
provide a planimetric and topographic survey for the Project corridor. The Project corridor
is approximately 4,300 LF, 60-feet wide along the existing force main and gravity sewer
alignment.
Surveying shall be in accordance with current North Carolina surveying standards and
conducted using conventional, GPS, or other accepted methods. Local benchmark(s) as
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established by the National Geodetic Survey shall be used to establish horizontal and
vertical control within the Project limits.
Horizontal Datum shall be: NC State Plane Coordinates NAD83
Vertical datum shall be: NAVD 88
Related subtasks are described below:
301 Field Survey
ENGINEER shall perform field survey services to locate and document the horizontal and
vertical positions (as applicable) of visible and exposed features within the Project limits.
This includes paved surfaces (with pavement type identified); stormwater infrastructure
such as culverts (including size, inverts, headwalls, inlet and junction boxes) and ditches
(top and bottom of banks); utility appurtenances including power poles and guy wires,
electric boxes, gas valves and meters, water valves and meters, fire hydrants, sewer
cleanouts, exposed piping (with type, diameter, and material identified), cable boxes, and
telephone pedestals; as well as fences, signage, mailboxes, tree and brush lines, and other
miscellaneous aboveground improvements.
All trees measuring 18 inches in diameter or greater shall be field located, with size and
species identified. Existing sanitary sewer manholes within the Project limits shall also be
located and inventoried. Creek and stream features will be identified and mapped.
The survey subconsultant shall research and identify, where information is available, all
applicable State, County, and City/Town rights-of-way, as well as obvious and apparent
utility easements within the Project limits.
ENGINEER will coordinate with Sweetwater Utility Exploration (SUBCONTRACTOR) to
locate and mark existing utilities at the pump station, and portions of the alignment near
Highway 74 and the Monroe Expressway. SUBCONTRACTOR will perform approximately
ten (10) soft digs (Level A) to verify subsurface utility locations. In addition to the soft digs,
Level B SUE will be performed along the corridors, and coordination with NC811 will be
included. All SUE markings, soft dig results, and field-delineated wetlands or streams within
the corridor will be incorporated into the survey deliverables.
Easement staking services will be provided for up to twenty-three (23) parcels. Staking will
include placement at easement angle points and termini, with intermediate stakes placed at
typical intervals consistent with standard surveying practice. The budget assumes all 23
parcels are authorized for staking concurrently and completed under a single mobilization.
Additional mobilizations may require a scope amendment.
OWNER will be responsible for notifying affected property owners of the proposed field
work to be performed on their properties. Any additional services not specifically identified
herein, including revisions resulting from changes in Project limits or regulatory
requirements, may be provided under a separate authorization or contract amendment, if
requested by OWNER.
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302 Easement Mapping
Existing easements will be mapped, and easement exhibit plats will be prepared for an
estimated twenty-three (23) parcels extending from the existing pump station site to
Richard Baker Drive. Parcels not included in the survey effort will be represented using
Union County GIS parcel data for adjacent parcels. ENGINEER will conduct partial boundary
surveys for parcels requiring easements, with property lines adjacent to the easements
surveyed in the field. Remaining portions of those parcels, as well as adjoining parcels, will
be shown using Union County GIS data and depicted as dashed lines. Verification of
compliance with NC Statutes will be performed.
Properties requiring easement shall have easement maps prepared at an appropriate scale
for presentation on 8-1/2 x 12 sheets for acquisition in accordance with OWNER’s
standards and suitable for recording. Ties to property corners and details of the easement
and temporary construction easements shall be shown. Maps shall be generated from the
same file as the construction documents. Maps shall indicate area of permanent, temporary,
and total easement and total area of property.
303 Geotechnical Investigations
Geotechnical services are included to enhance bid quality and reduce uncertainty. Although
replacement of the FM and GS is generally anticipated to occur along the existing alignment,
with downstream piping placed into service incrementally as construction progresses, the
ENGINEER will evaluate whether installation within the existing trench is the most effective
approach or if a parallel alignment would better minimize bypass requirements and
associated costs.
The geotechnical investigation will include six (6) standard penetration test (SPT) borings
and up to two (2) rock cores along the alignment. Laboratory testing will be performed to
classify the soil and determine the best construction practices for the subsurface conditions.
The findings of this evaluation will be documented in an interpretive geotechnical report,
which will inform the recommended approach.
In addition to the geotechnical investigation and interpretive report, seven (7) technical
specifications will be developed to support the construction recommendations: Soils and
Aggregates for Earthwork, Geotextiles for Earthwork, Geotechnical Instrumentation and
Monitoring, Rock Removal, Dewatering, Trenching and Backfilling, and Excavation Support.
TASK 400 DESIGN
ENGINEER shall develop 60, 90, and 100 percent design plans for a new 12-inch sanitary
gravity sewer and 12-inch force main to replace the existing infrastructure. The design will
generally maintain the existing pipeline alignment while addressing hydraulic capacity
requirements, constructability considerations, and applicable regulatory and utility
coordination needs.
401 Design Drawings and Specifications
ENGINEER shall prepare Contract Documents consisting of 60 percent, 90 percent, and final
design (i.e., 100%) drawings and technical specifications that clearly define the scope,
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extent, and nature of the work to be constructed and furnished by the Contractor.
Specifications shall be developed, as appropriate, in general conformance with the 50-
division format of the Construction Specifications Institute. One complete set of Contract
Documents will be produced, incorporating all necessary drawings, specifications, and
supporting materials required for bidding and construction. The Contract Documents shall
include the following:
Sediment and erosion control requirements.
Relevant environmental features and special provisions related to construction.
Details for pipe installation including modifications to existing joint restraint system as
required for changes in operating conditions.
Prepare combined plan and profile drawings at a scale of 1 inch equals 40 feet scale for the
proposed 12-inch gravity sewer and 12-inch force main. The gravity sewer is anticipated to
be approximately 2,200 linear feet and the force main approximately 4,000 linear feet. The
anticipated deliverables include One (1) Cover sheet, two (2) General sheets, one (1) Site
Plan sheet, eight (8) Plan and Profile sheets for gravity sewer and force main, and five (5)
Detail sheets. .
One Sheet to provide details on abandonment of approximately 1,250 LF of existing force
main from the tee connection at the intersection of Independence Blvd. and Smith Farm
Road down to approximately 13703 Independence Blvd. 8” plugs will be installed on both
ends and the force main will be abandoned in-place.
Surge analysis of the existing force main and associated air valve system under both near-
term and future flow conditions. The analysis will be conducted to evaluate transient
pressures, determine surge mitigation requirements, and confirm appropriate sizing and
selection of air release and vacuum valves associated with the proposed pipe modifications.
The surge analysis will also evaluate operational impacts resulting from increased pump
flow rates.
The pump station and piping will be part of the surge analysis of the force main. Although
not anticipated, there could be potential changes to items such as existing air valves.
Prepare construction bid documents to include general and special conditions, bid
advertisement, measurement and payment description, special requirements for
construction, and technical specifications. OWNER’s standard front end and bidding
documents will be utilized. ENGINEER will prepare the technical specifications.
Design milestone submittals will be at 60%, 90%, 100%, and Bid Ready Documents.
The Proposed Drawing List follows:
1. Cover sheet
2. G-1 Index of Sheets, Symbols, Abbreviations, and General Notes
3. G-2 Gravity Sewer/Force Main Key Sheet
4. C-1 Pump Station Site Plan
5. C-2 Plan and Profile Sheet 1 Gravity Sewer & Force Main
6. C-3 Plan and Profile Sheet 2 Gravity Sewer & Force Main
96
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:
97
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
98
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.
99
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.
100
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
101
Revised: 04/03/2026 A-12
Figure 1: General Gravity Sewer and Force Main Alignment
102
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 $644,640
2679.00
103
Attachment B
Subconsultants Cost
Qty Unit Cost Markup Cost
Survey Services 1 142,200.00$ 10%$156,420.00
Geotechnical Drilling and
Laboratory Testing Services 1 $16,665.00 10% $18,332.00
Total Subconsultants Cost $174,752.00
104
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.
105
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
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For the best experience, open this PDF portfolio in
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Get Adobe Reader Now!
107
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
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109
110
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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
113
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
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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
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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
116
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
117
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:
118
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: _________________________
119
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
120
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™121
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
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-394 Agenda Date:7/20/2026
TITLE:..title
Grant Application - North Carolina 911 Board Grant
INFORMATION CONTACT:
Caleb Brackett, Emergency Communication, Director, 704-283-3790
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application and make necessary
assurances and certifications associated with the grant application as substantially consistent with
this agenda item, which includes the authorization to execute documents related to award of the
grant and budget funds as appropriate.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Emergency Communications Center is the primary 9-1-1 Public Safety Answering
Point (PSAP) for Union County. The 911 Center receives all requests for assistance in emergency
and non-emergency situations and notifies or dispatches the proper agency/agencies.
The North Carolina 911 Board provides operating funds to all the PSAPs in the state. They have a
grant cycle for PSAPs to request additional funding for projects that align with the board’s funding
priorities. One of the funding priorities for the FY2027 grant cycle is the replacement of end-of-life
equipment required for operation of the PSAP.
Union County currently has critical infrastructure that has been deemed end-of-life by the
manufacturer. The equipment replacement cost is partially covered by the 911 Board’s annual
funding distribution, and the grant request would cover the remaining cost.
FINANCIAL IMPACT:
The grant request is for approximately $812,000. There is no match required for this grant.
Union County, NC Printed on 7/7/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-395 Agenda Date:7/20/2026
TITLE:..title
Union County Transportation Procedures Manual
INFORMATION CONTACT:
Theresa Torres, Human Services Agency - Transportation Department, Director, 704-283-3598
ACTION REQUESTED:
Adopt the Union County Transportation Procedures Manual as presented.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Transportation (UCT) must comply with multiple regulations to receive Federal and
State funding. The North Carolina Department of Transportation and the Federal Transit
Administration audit the Transportation Department, including reviewing the policies and procedures
maintained.
Due to the business's ever-changing nature, the Department of Transportation must constantly tweak
the UCT Procedures Manual to ensure that it remains compliant and relevant.
Updates have been to the following sections:
·Section 1, Subsection: Driver Advisory Board
·Section 4, Subsection: Essential Driver Behaviors
·Section 5, Subsection: Vehicle Fueling and Records Management
·Appendices:
o A - UCT Rider’s Guide
o C - Cash Handling Procedures
o D - UCT Comment form
o W - Customer Survey
FINANCIAL IMPACT:
None. However, if the manual is not approved, the County’s Transportation system may potentially
be in noncompliance with the FTA, which could result in financial penalties in upcoming Federal and
State grant funding.
Union County, NC Printed on 7/10/2026Page 1 of 1
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33
Section 6: UC Board Approval
Approved by Union County Board of County Commissioners July 20, 2026.
Accountable Executive (Signature): ___________________________________
Date: ___________________________________________________________
Governing Board Chairman (Signature): ________________________________
Date : ____________________________________________________________
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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
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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.
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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
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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.
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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.)
130
Rider’s Guide
unioncountync.gov/transportation
Appendix A
131
| Transportation Rider’s Guide 2
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Appendix A
132
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
133
| 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
134
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
135
| 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
136
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
137
| Transportation Rider’s Guide 5
Fares & Fees
Passengers may pay $2 for a one-way trip within Union
County. Costs may vary depending on grant funding
allocated for various types.
Destinations outside Union County could incur
additional costs.
Passengers will be charged a $2 fee for each late
cancellation. A cancellation must occur before noon
the business day before the scheduled trip.
Passengers required to pay fares or who have
late cancellation fees, must pay prior to their next
scheduled trip, either at the UCT office or when they
board the vehicle.
Passengers who pay when boarding must have the
correct change to pay the driver.
Payment for fares and late cancellation fees must be
received in advance of scheduled trips. Passengers who
do not meet this requirement will not be transported
and will be charged as a No Show.
Passengers who fall behind more than $10 in payment
of fares and late cancels will not be allowed to schedule
appointments until the balance is paid.
Continued failure to follow the policy for paying
fares and fees will result in suspension or possible
termination of service.
Cancellation
Cancellation must occur before noon on the
business day preceding the scheduled trip by
calling the Transportation office or responding to the
automated trip reminder call indicating a cancellation.
Cancellations can be made by leaving a voicemail 24
hours a day at 704-292-2511, option 2.
Cancellations after the deadline will be considered a “late
cancellation” and the passenger will be charged a $2 fee.
A notice will be mailed to the address on file. Failure to
pay the late cancellation fee prior to or on the day of the
next scheduled appointment could result in suspension
or termination of service if fees reach $10.
No Show
If UCT arrives and the client does not ride it will be
considered a No Show. Drivers will wait three (3) minutes
for ambulatory passengers and five (5) minutes for
wheelchair passengers.
After the alloted time, the passenger will be considered a
“no show” and will be charged a $10 fee.
A no show warning notice will be mailed to the address
on file. Failure to pay the no show fee prior to or on the
day of the next scheduled appointment could result in
suspension or termination of service if fees reach $20.
If the No Show occurs on the first leg of a trip,
the return/home trip will be canceled.
The following No Show policy applies to all passengers
regardless of funding source:
• Three No Shows in any 90-day period
(first offense) results in a 30-day suspension.
• Three additional No Shows in any 90-day period
(second offense) results in a 60-day suspension.
• Three additional No Shows in any 90-day period
(third offense) results in a 90-day suspension.
• Three additional No Shows in any 90-day period
(fourth offense) results in a permanent suspension.
Termination of Service
Termination of service for passengers who fail to comply
with passenger guidelines and expectations, no show
policy, and fare policy as outlined in this Rider’s Guide
or other applicable Passenger Policy documents will
be made by the Transportation Director. Passengers
have the right to appeal in writing within 10 days to the
Transportation office. The appeal will be reviewed by
three UCT Advisory Committee representatives and the
passenger will be notified of the decision
Termination of service will result for reasons deemed
appropriate, including but not limited to the passenger:
• Failure to comply with the rules and expectations as
set forth in this “Union County Rider’s Guide.”
• Having three No Shows three times after their third
temporary suspension.
• Requesting to be removed from the program or
moving out of the service area.
• Failure to pay for services.
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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
139
| 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
140
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
141
| 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
142
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
143
| 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
144
12 Transportation Rider’s Guide |
Appendix A
145
Rider’s Guide | Union County Transportation
Appendix A
146
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
147
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
148
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
149
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
150
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
151
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
152
Appendix W
153
Appendix W
154
Appendix W
155
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%.
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FY27 PROGRAM RESOLUTION Page 1 of 2
Last Updated: 02/11/2025
PUBLIC TRANSPORTATION PROGRAM RESOLUTION
FY27 RESOLUTION
Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or
combination thereof.
Applicant seeking permission to apply for Public Transportation Program funding, enter into
agreement with the North Carolina Department of Transportation, provide the necessary
assurances and the required local match.
A motion was made by (Board Member’s Name) and seconded by (Board Member’s
Name or N/A, if not required) for the adoption of the following resolution, and upon being
put to a vote was duly adopted.
WHEREAS, Article 2B of Chapter 136 of the North Carolina General Statutes and the
Governor of North Carolina have designated the North Carolina Department of
Transportation (NCDOT) as the agency responsible for administering federal and state
public transportation funds; and
WHEREAS, the North Carolina Department of Transportation will apply for a grant from
the US Department of Transportation, Federal Transit Administration and receives funds
from the North Carolina General Assembly to provide assistance for rural public
transportation projects; and
WHEREAS, the purpose of these transportation funds is to provide grant monies to local
agencies for the provision of rural, small urban, and urban public transportation services
consistent with the policy requirements of each funding source for planning, community
and agency involvement, service design, service alternatives, training and conference
participation, reporting and other requirements (drug and alcohol testing policy and
program, disadvantaged business enterprise program, and fully allocated costs
analysis); and
WHEREAS, the funds applied for may be Administrative, Operating, Planning, or Capital
funds and will have different percentages of federal, state, and local funds.
WHEREAS, non-Community Transportation applicants may apply for funding for
“purchase-of-service” projects under the Capital Purchase of Service budget, Section
5310 program.
WHEREAS, (Legal Name of Applicant) Union County hereby assures and certifies that
it will provide the required local matching funds; that its staff has the technical capacity to
implement and manage the project(s), prepare required reports, obtain required training,
attend meetings and conferences; and agrees to comply with the federal and state
statutes, regulations, executive orders, Section 5333 (b) Warranty, and all administrative
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FY27 PROGRAM RESOLUTION Page 2 of 2
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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
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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
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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
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-398 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.
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-399 Agenda Date:7/20/2026
TITLE:..title
Contract Amendment - FY2027 74X CATS Express Bus Service
INFORMATION CONTACT:
Theresa Torres, Human Services Agency Transportation Division Director, 704-283-3598
ACTION REQUESTED:
Authorize the County Manager to approve the Third Amendment to the Union County Regional
Transit Services Agreement between the City of Charlotte and Union County.
PRIOR BOARD ACTIONS:
1) April 17, 2023, Regular Meeting, Agenda Item # 23-122 - Presentation of 74 Express Bus Service
Partnership Update- Action cancel service
2) June 19, 2023, Regular Meeting, Agenda Item #23-387 - Presentation of 74 Express Bus Service
Partnership Update-Action add back Indian Trail stop
3) February 5, 2024, Regular Meeting Agenda Item #24-070 - FY2024- Contract CATS Express Bus
Service
4) July 15, 2024, Regular Meeting Agenda Item #24-476 - FY2025- Contract CATS Express Bus
Service
5) July 14, 2025, Regular Meeting Agenda Item #25-431 - FY2026 - Contract CATS/MPTA Express
Bus Service
BACKGROUND:
The Charlotte Area Transit System (CATS)/Metropolitan Public Transportation Authority (MPTA)
provides peak-hour weekday express bus service from Indian Trail to uptown Charlotte, based on
terms set forth in a Regional Transit Services Agreement between the City of Charlotte/Metropolitan
Public Transportation Authority (MPTA) and Union County. Prior to October 2023, the express bus
included stops in both Monroe and Indian Trail. The service changed to include only stops in Indian
Trail starting October 1, 2023. This contract amendment is the third of four potential one-year renewal
extensions and will cover the period from July 1, 2026, to June 30, 2027.
Union County is obligated under this contract to pay a portion of the operating costs, including
administrative expenses, which represent 50% of the net cost of service after deducting fare revenue.
Union County’s third amendment FY2027 ($121,613) will be paid $20,889 by Indian Trail, leaving
$39,918 to be covered by budgeted County general funds, and the remaining 50% to be covered by
Federal Transit Administration (FTA) Section 5307 urban transit grant funding.
FINANCIAL IMPACT:
A maximum of $121,613 in payments to CATS will be made. $20,889 will be paid by Indian Trail,
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File #:26-399 Agenda Date:7/20/2026
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 7/14/2026Page 2 of 2
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UNION COUNTY CUSTOMER ACCOUNT #R000011843
New Contract #SCON2510001640
Original Contract #2024000318
Amendment #3
Vendor #129787
COUNTY OF UNION
AMENDMENT THREE
STATE OF NORTH CAROLINA
COUNTY OF MECKLENBURG
THIRD AMENDMENT TO THE INTERLOCAL
TRANSIT SERVICES AGREEMENT
THIS THIRD AMENDMENT TO THE INTERLOCAL TRANSIT SERVICES AGREEMENT (this “Third Amendment”) is made and
entered into as of the date of the last signature below and is effective as of July 1, 2026, by and between Union County,
a political subdivision of the State of North Carolina (hereinafter referred to as “Union County” or the “Partner”), and
the City of Charlotte, a North Carolina municipal corporation (the "City").
Statement of Background and Intent
A. The City of Charlotte and Union County entered into an Interlocal Transit Services Agreement, effective as of
October 1, 2023, and assigned City of Charlotte original contract number 2024000318 (the “Agreement”),
pursuant to which the City agreed to provide regional commuter bus services between Charlotte and Union
County.
B. Section 8.1 of the agreement, entitled “Term” states that Union County and City of Charlotte have the option
to extend the agreement for up to four (4) years beyond the initial one (1) year term.
C. Effective as of July 1, 2024, the parties executed a First Amendment to the Agreement, which extended the
Agreement for the first of four (4) one-year renewal terms and made other changes to the Agreement.
D. Effective as of July 1, 2025, the parties executed a Second Amendment to the Agreement, which extended the
term of the Agreement by the second of four (4) one-year renewal terms, updated costs in Section 5.3 of the
Agreement for Fiscal Year 2026, and incorporated certain other changes.
E. The parties now desire, as of July 1, 2026, to further amend the Agreement to: (i) extend the term of the
Agreement by the third of four (4) one-year renewal terms, (ii) update costs in Section 5.3 of the Agreement
for Fiscal Year 2027, (iii) update the contract number due to the City installing a new system, and (iv)
incorporate certain other changes.
NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties hereby
agree to the following:
A G R E E M E N T
1. The terms of the Agreement are restated by and incorporated into this Third Amendment by reference.
2. Defined terms used in this Third Amendment shall have the same meaning as are assigned to such terms in
the Agreement.
3. The parties acknowledge and agree that the Agreement has been in effect at all times from October 1, 2023
through the present, and that all purchases made during the period from October 1, 2023 through the date of
this Third Amendment are covered by the Agreement.
4. This Third Amendment extends the Term of the Agreement by the third of four (4) one-year renewal terms, so
that the Agreement will now expire on June 30, 2027.
5. This Third Amendment closes out the original contract number #2024000318 and incorporates the new
contract number of SCON2510001640 due to a new system being installed at the City.
6. As of July 1, 2026, the Costs and Charges payable under Section 5.3 of the Agreement for the 2027 fiscal year
are adjusted as follows: Partner’s total annual cost for the period starting July 1, 2026 shall not exceed Two
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UNION COUNTY CUSTOMER ACCOUNT #R000011843
New Contract #SCON2510001640
Original Contract #2024000318
Amendment #3
Vendor #129787
COUNTY OF UNION
AMENDMENT THREE
Hundred Forty-Three Thousand, Two Hundred and Twenty-Five Dollars ($243,225), without written
amendment hereto, duly executed by both parties. Partner’s estimated annual cost is One Hundred Twenty-
One Thousand, Six Hundred Thirteen Dollars ($121,613), which includes an estimated fare revenue of Thirty
Thousand, Four Hundred Fifty-One Dollars ($30,451).
7.Except to the extent specifically provided above, this Third Amendment shall not be interpreted or construed
as waiving any rights, obligations, remedies, or claims the parties may otherwise have under the Agreement.
8.In all other respects and except as modified herein, the terms of the Agreement shall remain in force and
effect.
[Signature Page Follows]
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Federal Certifications
CERTIFICATION AND RESTRICTIONS ON LOBBYING
I,. _______________________________________ hereby certify
(Name and title of official)
On behalf of ____________________________________ that:
(Name of Bidder/Company Name)
•No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or
attempting to influence an officer or employee of any agency, a Member of Congress, and officer or employee of Congress, or an
employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making
of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any federal contract, grant, loan, or cooperative agreement.
•I f any funds other than federal appropriated funds have been paid or will be paid to any person influencing or attempting to influence an
officer or employee of any agency, a Member of Congress, and officer or employee of Congress, or an employee of a Member of
Congress in connection with the federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form -LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions.
•The undersigned shall require that the language of this certification be included in the award documents for all sub-awards at all tiers
(including sub-contracts, sub-grants and contracts under grants, loans, and cooperative agreements) and that all sub-recipients shall
certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into.
Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31 U.S.C. § 1352. Any person who
fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such
failure.,
Name of Bidder/Company Name: ___________________________________ _
Type or print name: ________________________________________ _
Signature of authorized representative: ___________________ Date ____ / _________ _
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Contractor Compliance and Oversight
Federal Compliance
The Contractor shall comply with all applicable federal, state, and local laws, regulations, and
requirements associated with services funded in whole or in part through the Federal Transit
Administration (FTA) Section 5307 Urbanized Area Formula Program, including but not limited
to:
•FTA Master Agreement
•FTA Circular 9030.1
•2 CFR Part 200 (Uniform Guidance)
•49 CFR Parts 27, 37, and 38 (Americans with Disabilities Act)
•Title VI of the Civil Rights Act of 1964
•49 CFR Part 655 (Drug and Alcohol Testing)
•49 CFR Part 673 (Public Transportation Agency Safety Plans), when applicable
•49 CFR Part 609 (Half-Fare Requirements), when applicable
•2 CFR Part 180 (Suspension and Debarment)
The Contractor shall maintain compliance throughout the term of this Agreement.
Annual Compliance Documentation
The Contractor shall provide the following documentation to the Agency annually, or upon
request:
ADA Compliance
•Current ADA policy
•ADA complaint procedure
•ADA complaint log and disposition for the prior year
•Certification that accessible vehicles are used to provide contracted services
Title VI Compliance
•Current Title VI complaint procedure
•Title VI complaint log and disposition for the prior year
•Copy of public notice of Title VI rights
•Certification that Title VI notices are posted in vehicles and on the Contractor's website
•Advance notification of proposed service or fare changes affecting Agency residents
Additionally, every three (3) years, or upon update, the Contractor shall provide:
•Current Title VI Program
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•FTA or State approval letter, if applicable
Drug and Alcohol Compliance
For safety-sensitive services:
•Certification that the Contractor maintains an FTA-compliant Drug and Alcohol Testing
Program
•Most recent Drug and Alcohol MIS submission confirmation
•Designated Employer Representative (DER) contact information
Equal Employment Opportunity
If applicable under FTA requirements:
•Certification of compliance with EEO requirements
•Most recent EEO approval letter
Safety Plan Compliance
Where applicable:
•Documentation demonstrating compliance with Public Transportation Agency Safety
Plan requirements
•Identification of the designated Safety Officer
•Documentation of annual safety plan review and approval
National Transit Database / DAMIS Reporting
•Confirmation of most recent reporting submission
•Verification that contracted service data is accurately reported
Half-Fare Compliance
For fixed-route services:
•Current fare policy
•Reduced-fare eligibility criteria
•Certification of compliance with federal half-fare requirements
Access to Records and Monitoring
The Contractor shall permit the Agency, FTA, U.S. Department of Transportation, Comptroller
General of the United States, North Carolina Department of Transportation, and their authorized
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representatives access to all books, records, reports, policies, procedures, facilities, vehicles, and
personnel necessary to monitor compliance with this Agreement.
The Agency may conduct annual compliance reviews, monitoring visits, virtual meetings, or
documentation reviews to verify compliance with federal requirements and contractual
obligations.
Performance Monitoring
The Contractor shall cooperate with Agency performance monitoring activities and shall provide
operational information upon request, including:
•Ridership statistics
•On-time performance data
•Service reliability metrics
•Customer complaints and resolutions
•Service modifications
•Safety incidents affecting contracted services
Suspension and Debarment
The Contractor certifies that neither it nor its principals are presently suspended, debarred,
proposed for debarment, declared ineligible, or voluntarily excluded from participation in
federally funded transactions.
The Contractor shall immediately notify the Agency if its suspension or debarment status
changes during the term of this Agreement.
Corrective Actions
If the Agency identifies a compliance deficiency, the Agency shall provide written notice to the
Contractor describing the deficiency.
The Contractor shall submit a corrective action plan within the timeframe established by the
Agency and shall implement all agreed-upon corrective actions.
Failure to correct deficiencies may result in:
•Withholding of reimbursement requests;
•Suspension of payments associated with federally funded services;
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•Additional monitoring requirements; or
•Termination of this Agreement in accordance with applicable termination provisions.
FTA Triennial Review Requirement (CATS)
Because services under this Agreement are supported with Federal Transit Administration
Section 5307 funding, the Contractor shall provide the Agency with:
•The most recent FTA Triennial Review report upon request;
•Copies of any findings, deficiencies, or corrective actions related to areas affecting the
services provided under this Agreement;
•Copies of corrective action plans submitted to FTA;
•Documentation of corrective action completion; and
•The FTA Triennial Review closeout letter.
The Contractor shall notify the Agency within thirty (30) calendar days of receiving any new
Triennial Review findings or corrective action requirements during the term of this Agreement.
This version aligns directly with your Contract Oversight Procedures and gives Union County
Transportation the contractual authority to obtain documentation needed for an FTA Triennial
Review or State Management Review.
Record Retention
The Contractor shall retain all records related to this Agreement for a minimum of three (3) years
following final payment or final expenditure of federal funds, whichever is later, and longer if
required by federal or state law, audit findings, litigation, or unresolved claims.
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UNION COUNTY CUSTOMER ACCOUNT #R000011843
New Contract #SCON2510001640
Original Contract #2024000318
Amendment #3
Vendor #129787
COUNTY OF UNION
AMENDMENT THREE
• IN WITNESS WHEREOF, and in acknowledgement that the parties hereto have read and understood each and
every provision hereof, the parties have caused this Third Amendment to be executed as of the date first
written above.
COUNTY OF UNION CITY OF CHARLOTTE
BY: __________________________________ BY: __________________________________
(signature) (signature)
PRINT NAME: ________________________ PRINT NAME: ________________________
TITLE: _______________________________ TITLE: _______________________________
DATE: ________________________________ DATE: ________________________________
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-423 Agenda Date:7/20/2026
TITLE:..title
Budget Amendment - Funding to Build and Support Enhanced Community-Based Health Care
Delivery to Improve the Health and Quality of Life for All North Carolinians
INFORMATION CONTACT:
Traci Colley, Human Services Agency - Department of Public Health, Director, 704-296-4801
ACTION REQUESTED:
1) Recognize, receive, and appropriate $21,143.16 in Bringing Value Home Innovation Funding from
Community Care of North Carolina, Inc. and 2) approve Budget Amendment #1.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Community Care of North Carolina, Inc. (CCNC) has awarded Union County Public Health, 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.
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From: Randy Barrington <rbarrington@communitycarenc.org>
Sent: Tuesday, 09 June 2026 11:56:51
To: Traci Colley <traci.colley@unioncountync.gov>
Subject: Bringing Value Home Innovation Funding
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Sent on behalf of Dr. Tom Wroth, President and CEO of Community Care of North Carolina:
June 9, 2026
Dear Union County Health Department:
I am pleased to inform you that Community Care of North Carolina, Inc. (CCNC) has
awarded your practice Bringing Value Home Innovation Funding, a one-time grant in the
amount of $21,143.16. The payment represents $14.47 PM (per member) calculated using
your March 2026 Medicaid Standard Plan Prepaid Health Plan (PHP) attribution of
1,461 as reported to CCNC in the Beneficiary files from each PHP. As attribution rates
vary from month to month, the Innovation Funding grants were calculated using March
2026 attribution data – for consistency and accuracy. If your practice is a multi-site
organization, please note that individual payments will be made at the location level.
This notification letter is being sent to you as the Primary Business Contact for your
practice and we encourage you to share it with others in your organization who may
need official notification of the grant.
The purpose of this grant is to assist practices in identifying and executing plans that
support CCNC’s charitable mission to build and support enhanced community-based
health care delivery systems to improve the health and quality of life for all North
Carolinians. To remain consistent with this mission and CCNC’s tax-exempt status,
acceptable uses for these funds include but are not limited to:
• Activities that support expanding access to care such as open access scheduling
• Implementing practice-based solutions to reduce unnecessary Emergency
Department and Inpatient Utilization and improve timely follow-up with patients
after hospital utilization occurs
• Improving quality performance, particularly for targeted Medicaid PHP Quality
Measures
• Employing new ways to engage unengaged patients
• Implementing Practice Innovations that align with CCNC’s mission
Grant funds may not be used for lobbying or partisan political activities.
This grant period will be one (1) year, and the award will be made in a single payment (per
location, if applicable) by Electronic Funds Transfer, labeled “Innovation Funding 2026” on
or before June 30, 2026. Your acceptance of these funds constitutes your agreement to
use the funds for purposes such as those described above. Should we require additional
information to process the payment, we will reach out to you prior to payment.
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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.
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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
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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
200
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-404 Agenda Date:7/20/2026
TITLE:..title
Petition for Annexation and Rezoning
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Authorize the County Manager to 1) sign the petition of annexation into the Town of Wingate and 2)
sign and submit the application for rezoning.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County purchased approximately 38.35 acres of land in Wingate for the purposes of economic
development. Parcels 09012003C, 09-012-010B, and 09-012-010D are located in the Town of
Wingate’s extraterritorial jurisdiction (ETJ) and are currently zoned RA-20. To support economic
growth, create jobs, and attract new taxable investment, which is the highest and best use of this
property, we are seeking to annex and rezone these parcels to a Conditional Light Industrial
designation.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-406 Agenda Date:7/20/2026
TITLE:..title
Purchase - Library 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™202
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.
203
204
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™205
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.
206
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
207
- 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
208
_Carolyn Morris, Vice President ______ __________________________________________
Name and Title (Printed) Name and Title (Printed)
Daniel K Hinderliter, C.O.O.
209
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-407 Agenda Date:7/20/2026
TITLE:..title
Purchase - Dump Truck
INFORMATION CONTACT:
Caleb Sinclair, Solid Waste, Director, 704-283-3576
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially
consistent with this agenda item, 2) exercise any renewal or extension term options set forth
in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the
County, each in the County Manager's discretion.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
This piece of equipment is necessary to fulfill our regulatory environmental compliance
obligations with respect to NCDEQ Solid Waste Permit for cover material at the Union County
Construction and Demolition Landfill facility.
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local governments to make
purchases through a competitively bid North Carolina Statewide Term Contract or a Group
Purchasing Program.
The purchase of the 2027 Peterbilt 567 Quad Dump Truck will be made using Sourcewell
Contract #060920-PMC quoted by The Larson Group Peterbilt.
FINANCIAL IMPACT:
The anticipated cost for the 2027 Peterbilt 567 Quad Dump Truck is $272,391.40 and is budgeted
accordingly for FY27.
Union County, NC Printed on 7/7/2026Page 1 of 1
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THE LARSON GROUP TLGTRUCKS.COM
Phone: 417.865.5355 3026 N Mulroy Road
Fax: 417.869.7738 Strafford, MO 65757
Contract#: 032824-PMC KEEPING CUSTOMERS FOR LIFE
Thursday, June 25, 2026
Kevin Holland
TLG Peterbilt - Charlotte
3917 Trailer Dr.
Charlotte, NC 282269
Union County Solid Waste and Recycling
2125 Austin Chaney Rd.
Wingate, NC 28174
828-287-6127
Regarding: 2027 Peterbilt 567 Quad Axle Dump quotation per Sourcewell Contract
#060920-PMC
Mr. Chris Mediln:
The Larson Group Peterbilt is a proud vendor for Sourcewell, and we are pleased to
submit for your review our quotation for a new 2027 Peterbilt 567 Quad Dump per
Sourcewell Contract #060920-PMC. Your terms are as follows:
2027 Peterbilt (567) per the attached specifications
Price includes Sourcewell discount from Peterbilt Motors Company
Price includes pre-delivery inspection
Price does NOT include state or federal taxes, such as Federal Excise Tax
Price is FOB our dealership location in Charlotte, NC
Delivery in approximately 12 days after issue of PO to TLG Peterbilt Charlotte.
This truck is stock on the ground at our Charlotte TLG Peterbilt store
Net cash price, FOB Peterbilt of Charlotte: $224,652.00
Based on a list price of $340,382.00, this represents a discount of 34% in
agreement with the Soucewell contract #060920-PMC pricing for this model.
Discount: ($115,730.00)
Sourced Goods:
Requested additional add on options: RS/Godwin 21’(Dump body) for an additional
($47,000.00) (Body quote supplied by RS/Godwin). Chassis Flooring Expense 150
Days for Body install ($4560)
$46,649.00
211
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
212
Page 3 of 3
THE LARSON GROUP TLGTRUCKS.COM
Phone: 417.865.5355 3026 N Mulroy Road
Fax: 417.869.7738 Strafford, MO 65757
213
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-418 Agenda Date:7/20/2026
TITLE:..title
Union County Land Preservation and Easement Program
INFORMATION CONTACT:
Alan Aldridge, Soil & Water Conservation, District Director, 704-233-1621 Ext. 3
ACTION REQUESTED:
1) Approve the allocation of funds, from Budget 10115410-5630-11115, for the purchase of
Easements 90-2026-006, and 90-2026-007 in the amount of $545,785; and 2) accept Easements 90-
2026-006, and 90-2026-007 into the Union County Land Preservation & Easement Program.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County is currently ranked 13th in the United States for open space land loss on a per year
basis according to the latest research published by the American Farmland Trust. Over the last four
fiscal years, Union County has lost 3,191 acres (FY2020), 2,892 acres (FY2021), 3,625 acres
(FY2022), and 2,419 acres (FY2023) from parcels enrolled in present use value (PUV) alone.
According to the 2022 NCDA Census of Agriculture, Union County has 186,626 acres of farmland. In
the Business-as-Usual scenario published by NC FarmLink, Union County is slated to lose 51,500
acres of current farmland by 2040. This scenario would represent approximately a 28% reduction in
total farmland acreage in Union County by 2040.
The Union County Land Preservation & Easement program allows landowners to sell and/or donate
the development rights to their property while still obtaining ownership of the land. By selling and/or
donating the development rights, open space and agricultural land will be preserved through
conservation easements held by the Union County Soil & Water Conservation District. The District
will be responsible for monitoring and inspections of easements to maintain compliance within the
program. The use of present use value (PUV) rollback funds will provide financial resources to the
Union County Soil & Water Conservation District for the easement purchases and all associated
transaction costs. These funds are held in a Union County budget line and all non-encumbered funds
will rollover at the end of each fiscal year.
FINANCIAL IMPACT:
$545,745 for the purchase of Easements 90-2026-006, and 90-2026-007.
Union County, NC Printed on 7/7/2026Page 1 of 1
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Def Value Purchase %Acres Purchase Cost
4,814,600.00$ 10%162.03 481,460.00$
215
Def Value Purchase %Acres Purchase Cost
257,300.00$ 25%40.00 64,325.00$
216
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-438 Agenda Date:7/20/2026
TITLE:..title
Grant Application - National 4-H Council Lead to Change Project
INFORMATION CONTACT:
Andrew Baucom, Agricultural Services, Director, 704-283-3738
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:
Lead to Change is a community action planning platform and grant funding opportunity that supports
individual teens, groups or clubs in bringing their ideas for change to life. Projects span topic areas
from agriculture, civic engagement, healthy living, STEM, to leadership, sharing a common goal:
empowering youth to identify community needs and lead positive change. The program fosters
confidence, collaboration, and problem-solving skills in the next generation of Beyond Ready
Leaders.
FINANCIAL IMPACT:
$2,000 grant funding to support Union County 4-H club programming.
Union County, NC Printed on 7/14/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-348 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™218
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
219
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
220
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: $2,466,416.25 221
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.
222
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-442 Agenda Date:7/20/2026
TITLE:..title
Purchase - Laptop and Desktop Computers
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:
Union County IT is requesting approval to purchase 415 laptop/desktop units across county
departments. This will serve to replace existing equipment that is at, or beyond, its useful lifecycle
based on the County’s five-year technology replacement plan. The deployment plan is as follows:
County-Wide: 265 units - Social Services: 150 units.
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 equipment will be made using North Carolina Statewide Term Contract #204A -
Microcomputers, Peripherals, and Related Services, quoted by Davenport Group.
FINANCIAL IMPACT:
The anticipated cost for the computer equipment is $475,000 and is budgeted accordingly for FY27.
Union County, NC Printed on 7/15/2026Page 1 of 1
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STATE OF NORTH CAROLINA
DEPARTMENT OF INFORMATION TECHNOLOGY (DIT)
STATEWIDE IT PROCUREMENT OFFICE
SCOPE
1. The Department of Information Technology created this statewide term contract to provide a list of qualified
Vendors for Agencies across the State to purchase microcomputers, associated peripherals, and value-
added services, with options to purchase additional maintenance and support. This contract is limited to
microcomputers that operate Microsoft Windows, Chrome, and Android operating systems. Vendors shall
only offer Agencies items listed in Table 1 under this contract. NCDIT Contract Administrator may remove
a Vendor from this contract, if this Vendor offers Agencies, under this contract, items that are not listed in
Table 1.
2. The 204A Statewide Term Contract is limited to items listed in Table 1:
Microcomputer
Segment Segment Description
Desktop Units Traditional Personal Computers, Fixed Workstations, “All-in-Ones”, and Thin
Clients with a conventional chassis, tower, mini-tower, or small form factor
case
Portable Units Laptops, Notebooks, Chromebooks, Ultra-Portable, Mobile Workstations, and
other easily transportable devices with fixed displays and keyboards
2-in-1 Units Device that can function in a traditional ‘clam -shell’ laptop configuration or as a
light weight, touch screen tablet through a conversion using an integrated or
detachable keyboard and mouse/trackpad
Tablet Units Extremely portable solid state computing devices primarily characterized by a
single touch screen input mechanism; may or may not include an attachable
keyboard
Statewide IT Contract Number 204A - Microcomputers, Peripherals, and
Related Services
Bid / Solicitation Number ITS-400203
Contract Award Type MANDATORY
Current Effective Dates August 1, 2017 through September 30, 2026
One (1) one-year renewal option
Contract Administrator
Beverly Satterfield
Email: beverly.satterfield@nc.gov
Tel: 919-754-6614
This contract can now be accessed via NC E -Procurement @ Your Service. If
you are a user of this system, click https://buyer.ncgov.com/Ariba
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Microcomputer
Segment Segment Description
Peripheral
Components
Peripherals must be able to attach to, work with, and be supported by, the
Desktop Units, the Portable Units, the 2-in-1 Units, the Tablet Units, and the
architecture described elsewhere herein. Peripherals must be present with the
general offerings of the manufacturer, and as such, normally available from the
manufacturer represented. Peripherals considered within the scope of this
contract are monitors, input devices (keyboards, mice), docking stations,
memory, hard drives, laptop cases, etc. Peripheral Options (procured by
themselves) may be purchased under this contract in amounts up to $25,000.
It is not mandatory to use this contract for peripheral only purchases.
Value-Added
Services
Mandatory Value-Added Services related to Microcomputers that Vendor shall
provide are Basic Imaging, Asset Tagging, and Basic Installation. Vendor may
provide additional Value Added Services as options, which may include but are
not limited to, managed logistics / staggered delivery, bulk packaging, move /
add / change services, data migration services, end user training, and end of
life disposal / recycling services. For optional Value Added Services, Vendor
and Agency shall develop a mutually agreed upon written Statement of Work
subject to the terms and conditions of this contract to describe in detail that
Value Added Services being provided by the Vendor to the Agency and the
specific pricing for these Value Added Services.
Table 1: Scope of 204A Statewide Term Contract for microcomputers, associated peripherals, and value
added services
3. This contract does not include the following products:
• Mobile Ruggedized Computers (see IT Statewide Term Contract 204B)
• Server Units – Rack -mounted, blades and tower models (see IT Statewide Term Contract 204X)
• Itanium, SPARC, or Power Series (aka UNIX) Workstations/Servers and Peripheral Components (see
IT Statewide Term Contract 204X)
• Smartphones, handhelds, and other portable client devices that require cellular broadband services to
provide intended functionality
• Printers and Printer Peripheral Components (see IT Statewide Term Contract 204D )
• Digital Cameras
• Hubs, Routers and Switches
• Uninterruptible Power Systems (UPS) and Surge Protectors
• Projectors
• Software (other than OEM version of operating system and system drivers and tools)
This contract is a MANDATORY Statewide Term Contract, with approved exceptions, for the use of
Executive Branch State Agencies. For non-Executive Branch State Agencies this is a Convenience
Contract, available, but not mandatory to those entities permitted by law to use this contract. Such entities
presently include the North Carolina University System and its member campuses, instructional components
of the Department of Public Instruction, instructional components of the North Carolina Community College
System, and local (municipal and county) governments.
Agencies with the need to acquire services related not covered by this contract are required to follow the
State of North Carolina IT procurement rules, consistent with 09 N.C.A.C. 06 A& B and established
procedures of the Department of Information Technology (DIT).
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There is no minimum order size or spending limit on this contract.
VOLUME PURCHASING INITIATIVE
The State’s Volume Purchasing Initiative for microcomputers and related peripherals is provided under this
Statewide Term Contract. Please visit DIT’s Bulk Purchasing page for more information about this cost-saving
program.
ABNORMAL QUANTITY
Any request that exceeds $75,000 must be reviewed and approved by the Statewide IT Procurement Office before a
Purchase Order can be issued.
For NC eProcurement Users, the system will automatically add the appropriate NCDIT Approvers and the Statewide IT
Procurement Office to your Approval Flow.
For Non-NC eProcurement Users, you must email your request (including the Vendor quote and your documentation) to
the following address:
To: Submit2.StatewideIT@its.nc.gov
(Please include “Abnormal Quantity Request STC 204A” in the subject line of the email).
The Statewide IT Procurement Office, in consultation with the procuring Agency, may process the request in
one or more of the following ways:
1. Purchase may be authorized at current pricing with current Vendor(s)
2. Additional discounts from current pricing level may be negotiated with current vendor(s) or
approved resellers
3. A separate Invitation for Bids may be issued for the requirement
4. The request may be included in the next scheduled Volume Purchasing Initiative
VENDOR CONTACT INFORMATION
Table 2 contains the awarded Vendors’ Ordering Address and Contact information. Orders shall be issued
directly to the respective Vendor. To address service or pricing questions, please contact the Vendors listed
below.
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
CDW-G
(FOR ACER
PRODUCTS)
Direct 230 N. Milwaukee Ave.
Vernon Hills, IL 60061
Phone: 800-808-4239
Fax: 847-465-6800
Inside Sales for State and Local Governments
Joseph R. Barese III
Email: josebar@cdw.com
Phone: 866-819-6497
Michael Karpman – State and Local Sales Manager
Email: michkar@cdw.com
Phone: 877.898.8153
Outside Sales for State and Local Governments
Leslie Smith
Email: leslie.smith@cdwg.com
Phone: 919-667-4821
Academic Sales (K-12 Local Education Authorities)
Ashley Pratt
Email: ashlpra@cdw.com
Phone: 866-819-6496
Academic Sales (Higher Education)
Greg Henderson
Email: greghen@cdw.com
Phone: 540-494-2151
Dell
Direct One Dell Way
RR8-MS-8741
Round Rock, TX 78682
Phone: 800-981-3355
Fax: 512-283-8421
Inside Sales – State and Local Governments
David Cramb
Email: david.cramb@dell.com
Phone: 512-720-4428
Outside Sales – State Governments
Manny Veloza
Email: manny.veloza@dell.com
Phone: 919-272-5214
Outside Sales – Local Governments
Vincent Occhipinti
Email: vincent.occhipinti@Dell.com
Phone: 919-601-7482
Academic Sales – K-12
Tricia Gray
Email: tricia.gray@dell.com
Phone: 301-256-6246
Academic Sales – Higher Education
Anthony Jenkins
Email: anthony.jenkins@dell.com
Phone: 919-264-9235
Customer Service / Technical / Warranty Support
Website: www.dell.com
Email: https://www.dell.com/support/home/en -us
Phone: 800-766-3355
Fax: 512-283-0526
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
Dell
SHI International
Corp.
(HUB VENDOR)
290 Davidson Avenue
Somerset, NJ 08873
Phone: 888-764-8888
Sales – State and Local Government, Education
SHI Carolina Team - QUOTING
Email: carolinateam@shi.com
Phone: 800-211-0831
Outside Sales – State Agencies
Todd Enter
Email: Todd_Enter@shi.com
Phone: 336-254-3197
Carly Higginbotham
Email: Carly_Higginbotham@shi.com
Phone: 919-219-7355
Outside Sales – Local Government (Raleigh Area)
Jackson Ling
Email: Jackson_Ling@shi.com
Phone: 910-705-7183
Outside Sales – Local Government (Charlotte Area)
Justin Hansen
Email: Justin_hansen@shi.com
Phone: 704-300-9126
Sales – Education
David Burak
Email: david_burak@shi.com
Phone: 704-400-3023
Corey Boyd
Email: Corey_Boyd@SHI.com
Phone: 678-571-9796
Tiber Creek
Consulting
(HUB VENDOR)
10130 Mallard Creek Road
Suite 300
Charlotte, NC 28262
Phone: 704-996-3718
Fax: 704-944-3101
Inside Sales for State and Local Governments
Keith Bond
Keith.bond@tibercreek.com
Phone: 704-441-5405
Outside Sales for State and Local Governments
David Lloyd
David.lloyd@tibercreek.com
Phone: 704-996-3718
Academic Sales (K-12 Local Education Authorities)
Donald Junker
don.junker@tibercreek.com
Phone: 704-685-2479
Academic Sales (Higher Education)
Jennifer Hillesland
Jennifer.hillesland@tibercreek.com
Phone: 704-614-0742
Davenport
Group
104 Belfast Avenue
Lewisburg, TN 37091
Phone: 877-231-9114
Sales for State & Local Govt. and Education
Brandon Cole
bcole@davenportgroup.com
Phone: 704-458-2277
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
Dell
United Data
Technologies ,
INC.
2900 Monarch Lakes
Boulevard, Suite 300
Miramar, FL 33027
Phone: 954-308-5100
Fax: 954-432-5203
Inside Sales for State and Local Governments
Randy Silcox
Phone: 800-882-9919
615-481-1810
Email: rsilcox@udtonline.com
Outside Sales for State and Local Governments and
Academic Sales (Higher Education)
Sam Lucchese
Phone: 919-610-5328
800-882-9919
Email: slucchese@udtonline.com
Academic Sales (K-12 Local Education Authorities)
Sam Lucchese
Phone: 800-882-9919
919-610-5328
Email: slucchese@udtonline.com
Inside Sales for K-12
Sam Lucchese
Phone: 800-882-9919
919-610-5328
Email: slucchese@udtonline.com
Sidepath, Inc. 22892 Mill Creek Laguna
Hills, CA 92653
Phone: 949-748-8700
Fax: 949-748-8706
Inside Sales for State and Local Governments
Kristen Norem
Phone: 949-403-8074
Email: kristen@sidepath.com
Outside Sales for State and Local Governments and
Academic Sales (Higher Education)
Krunal Patel
Phone: 949-396-3743
Email: krunal@sidepath.com
Academic Sales (K-12 Local Education Authorities)
Krunal Patel
Phone: 949-396-3743
Email: krunal@sidepath.com
Inside Sales for K-12
Krunal Patel
Phone: 949-396-3743
Email: krunal@sidepath.com
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
HP
Direct 3800 Quick Hall Road
Bldg. 2, Suite 100
Austin, TX 78728
Fax: 800-825-2329
Email:
directsledeast@hp.com
Outside Sales for State & Local Government, K-12, &
Higher Education
Mason Dorsett
mason.dorsett@hp.com
Phone: 919-255-8622
Order Status Questions
Mark White
j.mar.white@hp.com
Customer Service / Technical / Warranty Support
Website Address: www.support.hp.com
Phone: 800-334-5144
Applied Data
Technologies
(HUB VENDOR)
8515 Crown Crescent Ct.
Charlotte, NC 28227
Phone: 800-267-1419
Fax: 704-847-3077
Inside Sales for State and Local Government
Jennifer Clabeaux
Jennifer.Clabeaux@applieddatatech.com
Phone:704-847-3000
Fax: 704-847-3077
Outside Sales for State and Local Government
Terri Barnes
Terri.Barnes@Applieddatatech.com
Phone: 704-847-3000
Fax: 704-847-3077
Academic Sales (K-12) Local Education Authority)
Lisa Windle
LisaWindle@applieddatatech.com
Phone: 704-847-3000
Fax: 707-847-3077
Academic Sales (Higher Education )
Terri Barnes
TerriBarnes@applieddatatech.com
Phone: 704-847-3000
Fax - 704-847-3077
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
HP
CDWG
230 N. Milwaukee Ave.
Vernon Hills, IL 60061
Phone: 800-808-4239
Fax: 847-465-6800
Inside Sales for State and Local Governments
Joseph R. Barese III
Email: josebar@cdw.com
Phone: 866-819-6497
Michael Karpman – State and Local Sales Manager
Email: michkar@cdw.com
Phone: 877.898.8153
Outside Sales for State and Local Governments
Leslie Smith
Email: leslie.smith@cdwg.com
Phone: 919-667-4821
Academic Sales (K-12 Local Education Authorities)
Ashley Pratt
Email: ashlpra@cdw.com
Phone: 866-819-6496
Academic Sales (Higher Education)
Greg Henderson
Email: greghen@cdw.com
Phone: 540-494-2151
Netcom
Business
Solutions, Inc.
2900 Village Drive
Fayetteville, NC 28304
Phone: 888-638-8880
Fax: 910-486-4937
Sales for State and Local Government, Education
Todd Jordan
Email: TJordan@netcombsi.com
Phone: 910-486-5040
Fax: 910-486-4937
Jonathan Moseley
Email: jonathan@netcombsi.com
Phone: 910-486-5040
Trafera LLC 2550 University Ave. W.
Ste 315-S
St. Paul, MN 55114
Fax: 651-888-7922
Sales – State and Local Government, Education
Ryan Lapadat
Email: Ryan.Lapadat@trafera.com
Phone: 651-888-7922
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
Vivacity Tech
Pbc
641 Fairview Ave N
Ste 150
St Paul, MN, 55104
Sales – State and Local Government, Higher
Education
Bo Patterson
Email: Bpatterson@vivacitytech.com
Phone: 877-731-2069
Academic Sales (K-12)
Ryan Heineman
Email: Ryan@vivacitytech.com
Phone: 877-731-2069
Megan Lokuta
Email: Megan@vivacitytech.com
Phone: 877-731-2069
Chelsi Rhodes
Email: Crhodes@vivacitytech.com
Phone: 877-731-2069
Lenovo
Direct 8001 Development Drive
Morrisville, NC 27560
Phone: 855-253-6686
Fax: 855-515-1782
Contract Manager:
Kenneth Stephens
kstephens@lenovo.com
Inside Sales for State and Local Governments
Tanika Melvin
tmelvin@lenovo.com
Phone: 919-874-2931
Outside Sales for State and Local Governments
Ryan Rand
rrand@lenovo.com
Phone: 919-986-9349
Academic Sales (K-12)
Ryan Hansen
rhansen@lenovo.com
Phone: 704-773-9212
Academic Sales (Higher Education)
Lora Eckler
leckler@lenovo.com
Phone: 301-919-5018
Customer Service / Technical / Warranty Support
Website Address: http://support.lenovo.com/en_US/
Email Address: Please use the “Contact Us” li nk on the
Support Webpage
Phone: 800-426-7378
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
Lenovo
Lockstep
Technology
Group, LLC
190 Technology Pkwy
NW Suite 125
Phone: 678-444-4590
Inside Sales for State and Local Governments &
Academic Sales
John Ulmer
John.ulmer@lockstepgroup.com
Phone: 864-609-3073
Outside Sales for State and Local Governments &
Academic Sales
Chris Turpin
Chris.turpin@lockstepgroup.com
Phone:
704-770-1659
Local Representative for Academic Sales (K-12
Local Education Authorities)
Kelley Turpin
Kelley.turpin@lockstepgroup.com
704-517-3002
Local Representative for Academic Sales (Higher
Education)
Michael Davis
Michael.davis@lockstepgroup.com
404-259-5641
CDWG 230 N. Milwaukee Ave.
Vernon Hills, IL 60061
Phone: 800-808-4239
Fax: 847-465-6800
Inside Sales for State and Local Governments
Joseph R. Barese III
Email: josebar@cdw.com
Phone: 866-819-6497
Michael Karpman – State and Local Sales Manager
Email: michkar@cdw.com
Phone: 877.898.8153
Outside Sales for State and Local Governments
Leslie Smith
Email: leslie.smith@cdwg.com
Phone: 919-667-4821
Academic Sales (K-12 Local Education Authorities)
Ashley Pratt
Email: ashlpra@cdw.com
Phone: 866-819-6496
Academic Sales (Higher Education)
Greg Henderson
Email: greghen@cdw.com
Phone: 540-494-2151
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
GovConnection,
Inc. dba
Connection
Public Sector
Solutions
2275 Research Blvd.
Suite 360
Rockville, MD 20850
Inside Sales – State and Local Governments,
Education
Bill Fleckenstein
Email: bill.fleckenstein@connection.com
Phone: 800-800-0019, Ext. 34242
Outside Sales – State and Local Governments
Wayne Kassouf
Email: wayne.kassouf@connection.com
Phone: 800-800-0019, Ext. 77228
Trafera, LLC 2550 University Ave. W.
Ste 315-S
St. Paul, MN 55114
Sales – State and Local Government, Education
Ryan Lapadat
Email: Ryan.Lapadat@trafera.com
Phone: 651-888-7922
Y&S
Technologies
383 Kingston Ave.
Ste. 357
Brooklyn, NY 11213
Sales – State and Local Government, Education
Saul Finck
Email: saul@yandstech.com
Phone: 718-473-0284, Ext. 203
Mordy Finck
Email: mordy@yandstech.com
Phone: 888-491-8910, E xt. 200
Microsoft
Corporation
Direct Orders should be placed
with Authorized Resellers
listed below
Contract Manager:
Tamra McKee
v-mckeetamra@microsoft.
com
Senior Surface Specialist | US State & Local
Government – Southeast Region
Trevor Ferguson
Email: tferguson@microsoft.com
Phone: 919-754-6619
Mobile: 1 (425) 538-5061
Surface Specialist | Education
Eric Davis
Email: eric.davis@microsoft.com
Phone: 919-259-4599
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
Microsoft
Corporation
Applied Data
Technologies
(HUB VENDOR)
8515 Crown Crescent Ct.
Charlotte, NC 28227
Phone: 800-267-1419
Fax: 704-847-3077
Inside Sales for State and Local Government
Jennifer Clabeaux
Jennifer.Clabeaux@applieddatatech.com
Phone:704-847-3000
Fax: 704-847-3077
Outside Sales for State and Local Government
Terri Barnes
Terri.Barnes@Applieddatatech.com
Phone: 704-847-3000
Fax: 704-847-3077
Academic Sales (K-12) Local Education Authority)
Lisa Windle
LisaWindle@applieddatatech.com
Phone: 704-847-3000
Fax: 707-847-3077
Academic Sales (Higher Education )
Terri Barnes
TerriBarnes@applieddatatech.com
Phone: 704-847-3000
Fax - 704-847-3077
SHI International
Corp.
(HUB VENDOR)
290 Davidson Avenue
Somerset, NJ 08873
Phone: 888-764-8888
Sales – State and Local Government, Education
SHI Carolina Team - QUOTING
Email: carolinateam@shi.com
Phone: 800-211-0831
Outside Sales – State Agencies
Todd Enter
Email: Todd_Enter@shi.com
Phone: 336-254-3197
Carly Higginbotham
Email: Carly_Higginbotham@shi.com
Phone: 919-219-7355
Outside Sales – Local Government (Raleigh Area)
Jackson Ling
Email: Jackson_Ling@shi.com
Phone: 910-705-7183
Outside Sales – Local Government (Charlotte Area)
Justin Hansen
Email: Justin_hansen@shi.com
Phone: 704-300-9126
Sales – Education
David Burak
Email: david_burak@shi.com
Phone: 704-400-3023
Corey Boyd
Email: Corey_Boyd@SHI.com
Phone: 678-571-9796
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Awarded
Vendor
Authorized
Resellers Ordering Address Vendor/Reseller Contact Information
Microsoft
Corporation
CDWG 230 N. Milwaukee Ave.
Vernon Hills, IL 60061
Phone: 800-808-4239
Fax: 847-465-6800
Inside Sales for State and Local Governments
Joseph R. Barese III
Email: josebar@cdw.com
Phone: 866-819-6497
Michael Karpman – State and Local Sales Manager
Email: michkar@cdw.com
Phone: 877.898.8153
Outside Sales for State and Local Governments
Leslie Smith
Email: leslie.smith@cdwg.com
Phone: 919-667-4821
Academic Sales (K-12 Local Education Authorities)
Ashley Pratt
Email: ashlpra@cdw.com
Phone: 866-819-6496
Academic Sales (Higher Education)
Greg Henderson
Email: greghen@cdw.com
Phone: 540-494-2151
Microsoft Store One Microsoft Way
Redmond, WA 98052
Phone: 866-425-4709
Fax: 425-658-4951
Sales – State and Local Government, Education
Microsoft Sales Excellence Team
Email: rdscommercialna@microsoft.com
Phone: 866-425-4709
Table 2: Awarded Vendor’s Address and Assigned Contact Information
PRICING
See Table 3 below for minimum discounts off MSRP by Vendor by Segment / Sub-Segment. To obtain
specific pricing, go to NC E-Procurement @ Your Service and use the vendors’ Punchout Catalogs in E-
Procurement.
Minimum Discount % Off MSRP
Segment Sub-Segment CDW-G Dell HP Lenovo Microsoft
Desktop Units Desktops 4% 14% 12% 34%
Fixed Workstations 4% 14% 22% 34%
All-In -Ones 4% 14% 12% 34%
Thin Clients 4% 14% 16% 34%
Value Models N/A 14% 1% 3%
Portable Units Laptops 4% 14% 12% 34% 8%
Notebooks 4% 14% 12% 34%
Chromebooks 4% 14% 8% 34%
Mobile Workstations 4% 14% 18% 34%
Ultra-Portables 4% 14% 13% 34%
Value Models N/A 14% 1% 3%
2-in-1 Units 2-in-1s 4% 3% 16% 34% 8%
Value Models N/A 3% 1% 3%
Tablet Units Tablets 4% 3% 13% 34% 8%
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Minimum Discount % Off MSRP
Segment Sub-Segment CDW-G Dell HP Lenovo Microsoft
Value Models N/A 3% 1% 3%
Peripherals Monitors 4% 5% 10% 6%
Value Models (Monitors) N/A 5% 1% 3%
Docking Stations 4% 5% 19% 20% 12%
Input Devices 4% 5% 19% 20%
Memory 4% 5% 19% 20%
Hard Drives 4% 5% 19% 20%
Carrying Cases 4% 5% 19% 20%
Cables 4% 5% 19% 20%
All Other Peripherals 4% 5% 19% 20% 12%
Extended / Upgraded
Warranties
Desktop Units 4% 17% 20% 20%
Portable Units 4% 17% 20% 20% 12%
2-in-1 Units 4% 17% 20% 20% 12%
Tablets 4% 17% 20% 20% 12%
Monitors 4% 17% 20% 20%
Maintenance /
Support Services
Desktop Units 4% 17% 20% 20%
Portable Units 4% 17% 20% 20%
2-in-1 Units 4% 17% 20% 20%
Tablets 4% 17% 20% 20%
Monitors 4% 17% 20% 20%
Table 3: Minimum Discount % Off MSRPs
Vendor may provide more favorable terms to the State for these items at any time during the contract.
If, during the life of this contract, a Manufacturer directly offers any special price incentives beyond what
Vendors agreed to provide under this Statewide Term Contract, whether temporary or permanent, then the
Vendors must make such special pricing available to all Agencies eligible to purchase from the contrac t.
T RANSPORTATION CHARGES
Transportation shall be FOB Destination, unless otherwise specified in the solicitation document or
purchase order. Freight, handling, charges for pallets, charges for special shipping requirements and
distribution charges shall be included in the total price of each item. Any additional charges included on the
invoice shall not be honored for payment, unless authorized by change order by the Agency. In cases where
parties other than the Vendor ship materials against this order, the shipper shall be instructed to show the
purchase order number on all packages and shipping manifests to ensure proper identification and payment
of invoices. Complete packing lists shall accompany each shipment.
DELIVERY
Vendor will complete delivery within twenty -one (21) consecutive calendar days after receipt of a Purchase
Order.
RETURN OF M ERCHANDISE
A Microcomputer device or related peripheral that is not performing per the specification in this IFB may be
returned to the Vendor without penalty if a resolution is not achieved within thirty (30) calendar days at no
additional cost to the State. Vendor shall not charge any restocking fee for unopened Microcomputer devices
or related peripherals that are returned within thirty (30) calendar days of delivery date.
237
Page 15 of 17
2026-06-29
WARRANTY
The Vendors warrant that all equipment furnished under this contract will be new, of good material and
workmanship. The warranty will be for a minimum period of twelve (12) months from date equipment is put
into operation. Such replacement shall include all parts, labor, and transportation cost to the location where
equipment is down, free of any charge to the owner or his representative.
EXTENDED WARRANTIES/SERVICE OPTIONS
Extended and/or Upgraded warranty service options to include quicker resolution of hardware problems, after
hour support, etc. may be offered. Contact Vendor for Extended/Upgraded Warranty information on specific
computer models.
ENVIRONMENTAL PROGRAMS
All Desktops, Portable Units, and Monitors offered under this contract shall meet or exceed the EPA Energy
Star Requirements and shall meet or exceed the EPEAT Silver requirements.
T AXES
The State of North Carolina is exempt from Federal excise taxes and no payment will be made for any
personal property taxes levied on the Vendor or for any taxes levied on employee wages. Agencies of the
State may have additional exemptions or exclusions f or federal or state taxes. Evidence of such additional
exemptions or exclusions may be provided to Vendor by Agencies, as applicable, during the term of this
contract. Applicable State or local sales taxes shall be invoiced as a separate item .
VALUE ADDED SERVICES
Contract related value-added services may be provided by the Vendors. Value added services may be, but
are not limited to, training, installation, asset tagging or imaging. These additional services will be negotiated
by the Agency with the contract holder in accordance with IT Polic ies and Procedures. The Agency is
responsible for reviewing and amending, if necessary, the scope of work prior to order placement.
Table 4 contains a list of maximum pricing for certain Value-Added Services offered by the Vendors. Pricing
is per unit cost for desktop or portable devices. Agencies may negotiate lower pricing with the Vendors
depending upon the size and scope of the services needed for a specific procurement.
Table 4: Value Added Services Not to Exceed Pricing per Unit
HISTORY
2026-04-14: Updated Lenovo Contract Manager information.
2026-02-13: Updated Dell contact information
2025-12-19: Updated reseller information. Took out Dell - CDW and add back in Davenport Group.
2025-10-06: Updated Microsoft contact information. Replaced Gage Anderson with Trevor Ferguson.
2025-09-22: Reseller Davenport replaced with Sidepath.
2025-09-18: Reseller Data Networks of America replaced with United Data Technologies.
Value Added Service CDW-G Dell HP Inc Lenovo Microsoft
Basic Imaging $25.00 $18.00 $10.00 $19.00 TBD – contact
reseller
Asset Tagging $5.00 $15.00 $5.00 $6.00 TBD – contact
reseller
Basic Installation $188.00 $145.00 $65.00 $65.00 TBD – contact
reseller
238
Page 16 of 17
2026-06-29
2025-09-09: Change reseller name Bridgetek Solutions to Lockstep Technology Group.
2025-04-21: Updated Lenovo Account Contact information from Wilburn Oziogu to Coco Peterson.
2025-03-06: Updated Lenovo contact information. Removed SHI International Corp. as Lenovo authorized
204A reseller. Added GovConnection, Inc. dba Connection Public Sector Solutions as a Lenovo authorized
204A reseller.
2024-11-05: Updated Contract Administrator to Beverly Satterfield from Debbie Patterson. Removed JD
Williams as HP Account Contact.
2024-08-08: Updated link to Microsoft 204A website
2024-07-29: Exercised second one-year renewal option under Amendment 1. Updated Netcom Business
Solutions, Lenovo, and Microsoft contact information.
2024-04-09: Updated Microsoft contact information
2024-03-27: Updated Dell contact information.
2024-01-29: Updated CDWG contact information
2024-01-12: Added Vivacity Tech Pbc as HP authorized 204A reseller.
2023-08-29: Updated SHI contact information.
2023-06-22: Updated HP contact information. Updated Abnormal Quantity Request procedures.
2023-05-09: Exercised one-year renewal option under Amendment 1. Updated Dell, HP, Netcom Business
Solutions, and SHI contact information.
2023-03-20: Updated Microsoft Store contact email.
2023-03-16: Updated HP contact information.
2023-02-09: Updated CDWG contact information
2023-02-01: Removed BridgeTek Solutions as HP 204A reseller.
2023-01-20: Updated Lenovo contract administrator
2022-09-30: Updated Microsoft Store contact info.
2022-08-03: Updated CDWG contact info.
2022-07-13: Updated Dell contact info.
2022-06-10: Added Trafera LLC as HP authorized 204A reseller.
2022-06-07: Issued Amendment 1 to STC 204A extending contract for one year with two (2) additional one
year renewal options. Updated CDWG , HP, Data Networks of America, SHI contact information. Removed
World Wide Technology, LLC as HP 204A reseller.
2022-04-25: Updated CDWG contact info.
2022-04-18: Updated SHI contact info.
2022-04-07: Updated SHI contact info.
2022-03-02: Updated Abnormal Quantity Request email address.
2022-01-26: Updated Dell contact info.
2022-01-05: Updated Y&S Technologies contact info.
2021-12-28: Added Y&S Technologies as Lenovo 204A reseller.
2021-12-15: Removed Carolinas IT dba as Logically as Lenovo 204A reseller.
2021-12-10: Updated Lenovo Contract Manager information.
2021-10-07: Added Data Networks of America, Inc. as Dell 204A reseller and removed Presidio Networked
Solutions LLC as Dell 204A reseller.
2021-08-24: Added Applied Data Technologies as Microsoft 204A reseller.
2021-07-08: Exercised second one-year renewal option. Updated CDWG contact information. Dell updated
contact information. Updated SHI contact information.
2021-06-15: Updated Lenovo contact information.
2021-06-14: Changed name of Lenovo 204A reseller from FireFly to Trafera, LLC.
2021-04-14: Removed ePlus as Lenovo 204A reseller and added BridgeTek Solutions LLC as Lenovo
reseller. Updated Lenovo Contract Manager information.
2021-03-25: Updated Abnormal Qty. instructions.
2020-12-29: Added link to Microsoft 204A website.
2020-11-23: Microsoft Corporation awarded as 204A vendor through 2020 Open Enrollment bid IFB 400203 -
002. Microsoft added CDWG, SHI, and Microsoft Store as Microsoft 204A resellers.
2020-11-05: Removed Alphanumeric Systems as Lenovo 204A reseller. Added FireFly Computers as
Lenovo 204A reseller. Updated Dell contact information.
2020-10-06: Removed SCW as HP 204A reseller; Added World Wide Technology, LLC as HP 204A reseller.
239
Page 17 of 17
2026-06-29
2020-08-24: Updated SCW contact information.
2020-08-17: Updated Dell contact information. Updated SHI contact information.
2020-07-10: Updated Carolinas IT name to Carolinas IT, dba Logically.
2020-07-07: Updated SHI contact information.
2020-06-25: Updated Alphanumeric , ePlus, Davenport Group, and SHI contact information. Updated Lenovo
ordering address. Exercised first one-year renewal option on contract.
2020-06-08: Updated CDWG contact information.
2020-04-17: Updated Presidio contact information.
2020-04-06: Updated Dell contact information
2020-01-14: Updated CDWG contact information
2019-11-18: Added Presidio Networked Solutions and SHI as Dell 204A resellers.
2019-10-21: Updated Lenovo contact information.
2019-07-24: Updated HP contact information.
2019-04-17: Updated Lenovo contact information.
2019-03-20: Updated Lenovo contact information
2019-02-05: Removed inactive link to E-Procurement
2018-11-06: Added BridgeTek Solutions as HP 204A reseller. Removed United Data Technologies
2018-10-25: Updated HP contact info.
2018-07-30: Updated Dell contact info.
2018-06-19: Updated Lenovo contact info.
2018-04-05: Updated Dell contact info.
2018-02-13: Added Davenport Group as Dell 204A reseller.
2018-01-31: Updated Lenovo contact information.
2018-01-23: Added ePlus as Lenovo 204A reseller and removed SCW as Lenovo 204A reseller; Added
CDWG and Tiber Creek Consulting as Dell 204A reseller.
2017-12-22: Added CDWG as Lenovo 204A reseller.
2017-09-29: Added SCW as Lenovo 204A reseller.
2017-09-18: Updated Lenovo contact info.
2017-09-13: Added CDWG, Southern Computer Warehouse, and United Data Technologies, Inc. as HP
204A resellers
2017-08-22: Updated HP contact info.
2017-08-03: Updated HP contact info.
2017-08-11: Updated Dell contact info.
240
Union County
Dell Pro 16 - DSS
DG19330
your davenport group representative
Eric Likens
Client Sales Executive
eric.likens@davenportgroup.com
cell: 405-549-7179
corporate: 877-231-9114
241
Quote
Davenport Group – Confidential & Proprietary
Quote Number: DG19330
Page 2 of 6
Prepared For
Union County Quote Number DG19330
2330 Concord Ave Quote Date 07/15/2026
Monroe, NC 28112 Quote Expiration 07/15/2026
Vann Dale Contract Code(s)
vann.dale@unioncountync.gov NCDIT 204A
Executive Summary
This is prepared for the Union County Department of Social Services
242
Quote
Davenport Group – Confidential & Proprietary
Quote Number: DG19330
Page 3 of 6
Qty Description Unit Price Ex. Price
70 Dell Pro 16 PC16250
16", Non-Touch, FHD+, IPS, 300 nits, 45% NTSC, Anti-Glare,
FHD+IR Cam
Intel(R) Core(TM) Ultra 5 235U vPro(R) (12 TOPS NPU, 12
cores, up to 4.9 GHz
16 GB: 1 x 16 GB, DDR5, 5600 MT/s, single channel
512 GB SSD
Windows 11 Pro
Integrated Intel(R) graphics for Intel(R) Core(TM) Ultra 5 235U
vPro(R) processor
English US backlit Copilot key keyboard with numeric keypad
Intel(R) Wi-Fi 6E AX211, Qualified against Bluetooth(R) Core
5.4 wireless Card
3-cell, 55 Wh, ExpressCharge Capable, ExpressCharge Boost
Capable
65W USB-C AC adapter
E4 Power Cord 1M for US
ProSupport Plus: Next Business Day Onsite, 4 Years
$1,390.00 $97,300.00
Total $97,300.00
243
Payment Terms
Davenport Group – Confidential & Proprietary
Quote Number: DG19330
Page 4 of 6
Payment Terms
Payment for products, software, subscriptions, and maintenance is Net 30 from the invoice date
unless otherwise agreed upon. Davenport Group Care Services are considered maintenance for
the purpose of these terms.
Professional Services are invoiced separately upon completion. Payment will be Net 30 from the
invoice date.
Recurring contracts will be reconciled based on actual usage, with invoice adjustments to match
the preceding term’s use. Metered products billed periodically require payment upon receipt of
the invoice.
Block Hours require payment in advance upon receipt of the invoice.
Payment Methods
We accept ACH, bank-to-bank transfer, and credit card payments. A 4% processing fee applies
to credit card transactions.
Pricing
Pricing is valid through the expiration date stated in the quote, after which it is subject to change.
Supplier provisions that alter pricing may affect subscription renewals. Equipment and third-party
product pricing are based on manufacturer pricing in effect at the time of the quote and are subject
to change without notice. Davenport Group will notify the customer of any manufacturer pricing
changes at the time of invoicing.
Products listed may be subject to tariffs imposed by governmental authorities. Tariff charges are
not included in the quoted prices and will be added to the invoice. Applicable taxes and shipping
will also be included.
This proposal is subject to credit approval. Davenport Group reserves the right to cancel orders
arising from pricing or other errors.
Cancellations, Late Fees & Non-Payment
Cancellation: Non-term and out-of-contract software contracts require 30 days’ written notice for
cancellation.
Late Fees: A 1.5% monthly fee will be assessed on past due amounts.
Non-Payment: Davenport Group reserves the right to cancel orders if payment is not received in
accordance with these terms.
244
Payment Terms
Davenport Group – Confidential & Proprietary
Quote Number: DG19330
Page 5 of 6
Returns & Inspections
Return Policy: Returns are not accepted unless the manufacturer confirms a product as
defective. In such cases, Davenport Group will engage the manufacturer under its terms to
replace or rectify the defective product.
Inspection: Customer must inspect all shipments upon receipt and notify Davenport Group within
three (3) business days of any discrepancies or damaged items. Davenport Group cannot take
corrective action after this period.
*Quotes and pricing terms are confidential and proprietary to Customer and may not be reproduced or distributed
without Davenport Group’s written consent. By proceeding with the purchase, Customer agrees to these terms.
Thank you for your business!
\signature1\\date1\
Signature Date
245
Purchase Order Information
Davenport Group – Confidential & Proprietary
Quote Number: DG19330
Page 6 of 6
If applicable, please enter the PO Number and Shipping Address below.
By submitting a purchase order, referencing the Davenport Group quote number DG19330,
Customer agrees to be bound by the terms and conditions referenced herein.
*These fields are optional
PO Number \wb1 {"apiName":"Customer_PO__c","textsize":"small"}\
Ship to Name \wb1 {"apiName":"SBQQ__ShippingName__c","textsize":"small","width":"250"}\
Street \wb1 {"apiName":"Conga_Sign_Shipping_Street__c","textsize":"small","width":"250"}\
City \wb1 {"apiName":"SBQQ__ShippingCity__c","textsize":"small"}\
State
*Use 2 Character
Abbreviation
\wb1 {"apiName":"Conga_Sign_Shipping_State__c","textsize":"small"}\
Postal Code \wb1 {"apiName":"SBQQ__ShippingPostalCode__c","textsize":"small”}\
246
Union County
Dell Pro 16, Dell Pro Rugged 14, Dell Pro 14 Plus, Dell Pro
Micro, Dell Pro Dock
DG19337
your davenport group representative
Eric Likens
Client Sales Executive
eric.likens@davenportgroup.com
cell: 405-549-7179
corporate: 877-231-9114
247
Quote
Davenport Group – Confidential & Proprietary
Quote Number: DG19337
Page 2 of 7
Prepared For
Union County Quote Number DG19337
500 North Main Street
#843
Quote Date 07/14/2026
Monroe, NC 28112 Quote Expiration 07/15/2026
Vann Dale Contract Code(s)
vann.dale@unioncountync.gov NCDIT 204A
Qty Description Unit Price Ex. Price
106 Dell Pro 16 PC16250
16", Non-Touch, FHD+, IPS, 300 nits, 45% NTSC, Anti-Glare,
FHD+IR Cam
Intel(R) Core(TM) Ultra 5 235U vPro(R) (12 TOPS NPU, 12 cores,
up to 4.9 GHz)
16 GB: 1 x 16 GB, DDR5, 5600 MT/s, single channel
512 GB SSD
Windows 11 Pro
Integrated Intel(R) graphics for Intel(R) Core(TM) Ultra 5 235U
vPro(R) processor
English US backlit Copilot key keyboard with numeric keypad
Intel(R) Wi-Fi 6E AX211, Qualified against Bluetooth(R) Core 5.4
wireless Card
3-cell, 55 Wh, ExpressCharge Capable, ExpressCharge Boost
Capable
65W USB-C AC adapter
E4 Power Cord 1M for US
ProSupport Plus - Next Business Day Onsite & Accidental
Damage - 4 Years
$1,390.00 $147,340.00
14 Dell Pro Rugged 14 RB14250
14" Touch, FHD 1920x1080, 60Hz, WVA, Anti-Glare, 1100nit,
Low Blue Light, IR camera, Passive Pen
Intel(R) Core(TM) Ultra 5 135U (12 MB cache, 12 cores, up to
4.40 GHz, 15W)
16GB: 2 X 8 GB, DDR5, 5600, Non-ECC, SoDIMM
512GB PCIe NVMe 2230 SSD
Windows 11 Pro
Intel R Core TM Ultra 5 135U (12 MB cache, 12 cores, up to 4.40
GHz, 15W), Intel Integrated Graphics
English US Rugged RGB Single Point backlit Copilot key
keyboard
Intel® Wi-Fi 6E AX211, 2x2, 802.11ax, MU-MIMO, Bluetooth® 5.3
wireless card
$3,182.00 $44,548.00
248
Quote
Davenport Group – Confidential & Proprietary
Quote Number: DG19337
Page 3 of 7
Qty Description Unit Price Ex. Price
Primary 3 Cell 53.5 Whr Long-lifecycle Battery, 3-year warranty
Additional 3 Cell 53.5 Whr Long-lifecycle Battery, 3-year warranty
65W USB-C AC adapter
E4 C5 black Power Cord 1M, US
ENERGY STAR Qualified
EPEAT Gold with Climate+
ProSupport Plus: Accidental Damage Service, Keep Your Hard
Drive, 7X24 Technical Support- 5 Years
4 Dell Pro 14 Plus PB14250
Dell Pro 14 Plus (PB14250) XCTO Base
2in1, 14", Touch, FHD+, 300 nit, ComfortView+, 100% sRGB,
Pen Support, 5MP+IR Cam
Intel(R) Core(TM) Ultra 5 236V, vPro(R) (8 cores, up to 4.7 GHz,
40 TOPS NPU)
16 GB LPDDR5x, 8533 MT/s, dual-channel (onboard)
1 TB TLC SSD
Windows 11 Pro, Copilot+ PC
ENERGY STAR Qualified
EPEAT Gold with Climate+
Integrated Intel Arc graphics for Intel Core Ultra 5 236V vPro
processor, 16 GB LPDDR5x memory
English US backlit Copilot key keyboard, 79-key
Intel Wi-Fi 7 BE201, 2x2, 802.11be, Bluetooth 5.4 wireless card
3-cell, 55 Wh, ExpressCharge Capable, Long Life Cycle, 3-year
limited hardware warranty
65W USB-C AC adapter
E4 Power Cord 1M for US
ProSupport Plus: Next Business Day Onsite Service, Accidental
Damage Service, Keep Your Hard Drive and 7x24 Technical
Support, 5 years
Dell Additional SW - Dell Pro Laptop
$2,325.00 $9,300.00
87 Dell Pro Micro QCM1250
Intel Core Ultra 5 235T, 14 Cores, up to 5.0GHz, 13 TOPS NPU
16GB DDR5 5600MT/s (1x16GB)
512GB SSD
Windows 11 Pro
Intel Integrated Graphics
Intel Wi‑Fi 6E AX211 (2x2) + Bluetooth
USB-C with DisplayPort Alt Mode & Power-In Support, No RAID
90W AC Adapter with US Power Cord
Dell ProSupport 5-Year (NBD Onsite + 24x7 Technical Support)
$1,121.00 $97,527.00
30 Dell Pro Dock - WD25
Dell Limited Hardware Warranty
Advanced Exchange Service 3 Years
$158.00 $4,740.00
249
Quote
Davenport Group – Confidential & Proprietary
Quote Number: DG19337
Page 4 of 7
Qty Description Unit Price Ex. Price
Total $303,455.00
250
Payment Terms
Davenport Group – Confidential & Proprietary
Quote Number: DG19337
Page 5 of 7
Payment Terms
Payment for products, software, subscriptions, and maintenance is Net 30 from the invoice date
unless otherwise agreed upon. Davenport Group Care Services are considered maintenance for
the purpose of these terms.
Professional Services are invoiced separately upon completion. Payment will be Net 30 from the
invoice date.
Recurring contracts will be reconciled based on actual usage, with invoice adjustments to match
the preceding term’s use. Metered products billed periodically require payment upon receipt of
the invoice.
Block Hours require payment in advance upon receipt of the invoice.
Payment Methods
We accept ACH, bank-to-bank transfer, and credit card payments. A 4% processing fee applies
to credit card transactions.
Pricing
Pricing is valid through the expiration date stated in the quote, after which it is subject to change.
Supplier provisions that alter pricing may affect subscription renewals. Equipment and third-party
product pricing are based on manufacturer pricing in effect at the time of the quote and are subject
to change without notice. Davenport Group will notify the customer of any manufacturer pricing
changes at the time of invoicing.
Products listed may be subject to tariffs imposed by governmental authorities. Tariff charges are
not included in the quoted prices and will be added to the invoice. Applicable taxes and shipping
will also be included.
This proposal is subject to credit approval. Davenport Group reserves the right to cancel orders
arising from pricing or other errors.
Cancellations, Late Fees & Non-Payment
Cancellation: Non-term and out-of-contract software contracts require 30 days’ written notice for
cancellation.
Late Fees: A 1.5% monthly fee will be assessed on past due amounts.
Non-Payment: Davenport Group reserves the right to cancel orders if payment is not received in
accordance with these terms.
251
Payment Terms
Davenport Group – Confidential & Proprietary
Quote Number: DG19337
Page 6 of 7
Returns & Inspections
Return Policy: Returns are not accepted unless the manufacturer confirms a product as
defective. In such cases, Davenport Group will engage the manufacturer under its terms to
replace or rectify the defective product.
Inspection: Customer must inspect all shipments upon receipt and notify Davenport Group within
three (3) business days of any discrepancies or damaged items. Davenport Group cannot take
corrective action after this period.
*Quotes and pricing terms are confidential and proprietary to Customer and may not be reproduced or distributed
without Davenport Group’s written consent. By proceeding with the purchase, Customer agrees to these terms.
Thank you for your business!
\signature1\\date1\
Signature Date
252
Purchase Order Information
Davenport Group – Confidential & Proprietary
Quote Number: DG19337
Page 7 of 7
If applicable, please enter the PO Number and Shipping Address below.
By submitting a purchase order, referencing the Davenport Group quote number DG19337,
Customer agrees to be bound by the terms and conditions referenced herein.
*These fields are optional
PO Number \wb1 {"apiName":"Customer_PO__c","textsize":"small"}\
Ship to Name \wb1 {"apiName":"SBQQ__ShippingName__c","textsize":"small","width":"250"}\
Street \wb1 {"apiName":"Conga_Sign_Shipping_Street__c","textsize":"small","width":"250"}\
City \wb1 {"apiName":"SBQQ__ShippingCity__c","textsize":"small"}\
State
*Use 2 Character
Abbreviation
\wb1 {"apiName":"Conga_Sign_Shipping_State__c","textsize":"small"}\
Postal Code \wb1 {"apiName":"SBQQ__ShippingPostalCode__c","textsize":"small”}\
253
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™254
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 Incorporated255
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 Incorporated256
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 Incorporated257
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 Incorporated258
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 Incorporated259
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 Incorporated260
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 Incorporated261
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 Incorporated262
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 Incorporated263
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 Incorporated264
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 Incorporated265
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 Incorporated266
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 Incorporated267
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 Incorporated268
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 Incorporated269
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 Incorporated270
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 Incorporated271
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 Incorporated272
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 Incorporated273
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 Incorporated274
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 Incorporated275
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 Incorporated276
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 Incorporated277
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 Incorporated278
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 Incorporated279
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 Incorporated280
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 Incorporated281
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 Incorporated282
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 Incorporated283
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 Incorporated284
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 Incorporated285
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 Incorporated286
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 Incorporated287
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™288
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
289
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
290
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™291
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 Incorporated292
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 Incorporated293
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 Incorporated294
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 Incorporated295
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 Incorporated296
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 Incorporated297
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 Incorporated298
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 Incorporated299
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 Incorporated300
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 Incorporated301
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 Incorporated302
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 Incorporated303
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 Incorporated304
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 Incorporated305
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 Incorporated306
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 Incorporated307
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 Incorporated308
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 Incorporated309
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 Incorporated310
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 Incorporated311
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 Incorporated312
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 Incorporated313
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 Incorporated314
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 Incorporated315
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 Incorporated316
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 Incorporated317
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 Incorporated318
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 Incorporated319
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 Incorporated320
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 Incorporated321
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 Incorporated322
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 Incorporated323
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 Incorporated324
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 Incorporated325
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
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File #:26-382 Agenda Date:7/20/2026
Maximum Price contract amendment.
13) March 13, 2026, Regular Meeting, Agenda Item #26-163 - Authorized the County Manager to
submit a grant application with the North Carolina Manufacturing and Processing Initiative for an
automated bottling system for the Food Innovation Center.
BACKGROUND:
The Union County Food Innovation Center is, as a concept, a Food Systems Strategic Initiative. In an
effort to support Union County agricultural producers with a focus on creating a sustainable and all
encompassing "Food System," the project is intended to accomplish the following:
·Generate markets for crops and protein-based products harvested within Union County
·Provide career opportunities in an area of the County that has fewer local prospects
·Enable educational partnerships and internships with Wingate University, South Piedmont
Community College and John & Wales University
·Promote healthier eating by the residents of Union County
·Support organizations, such as Meals on Wheels, The Food Hub, and others that assist the
County's at-risk population
The Food Innovation Center’s primary asset is the Kitchen which will be a multi-purpose facility to
serve a dual mission. First, to support the farm community with raw product storage, packaging
and/or preparation for wholesale. Secondly, to enable the public and small businesses who need
value-added processing, cooking and final packaging which directly serves the consumer market.
The proposed facility would house kitchen spaces, as well as freezer, refrigeration, and dry storage
space to support raw food preparation and general food processing.
The Food Innovation Center does not currently have access to natural gas service. To provide natural
gas service to the facility, the City of Monroe must extend an existing natural gas main to the project
site. Monroe has provided a cost estimate of $164,741.69 for the natural gas main extension.
FINANCIAL IMPACT:
Funding is available within the adopted Capital Account 40080187 to support the contract amount of
$164,741.69.
Union County, NC Printed on 7/10/2026Page 2 of 2
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1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
1. AGREEMENT. This agreement (“Agreement”) is entered into on
___________________________, by and between UNION COUNTY, a political subdivision of
the State of North Carolina (“Union”), and the CITY OF MONROE, a municipal corporation
organized under the laws of the State of North Carolina (“Monroe”), with an address of 300 West
Crowell Street, Monroe, NC 28112.
2. SCOPE OF THE WORK. Monroe shall furnish all labor, equipment, tools,
materials, supplies, transportation, tests and supervision required to complete in a workmanlike
manner the gas main extension to Union County’s Food Innovation Center as described in the
letter dated July 2, 2026 and proposed utility corridor, which is attached hereto and incorporated
herein by reference as Exhibit A (“Work”).
3. PERIOD OF PERFORMANCE. This Agreement shall commence as of the date
first written above and shall continue until the completion of the Work. Monroe shall make every
reasonable effort to promptly commence Work and achieve final completion of the Work by
February 26, 2027. Work to commence upon Monroe’s receipt of payment from Union.
4. PAYMENT FOR WORK. Monroe estimates that the cost of the gas main
extension contemplated by this Agreement will be $164,741.69 (the "Estimated Cost"). Union shall
pay the Estimated Cost to Monroe upon execution of this Agreement. In the event the actual cost
of the Work is expected to exceed the Estimated Cost, Monroe shall promptly notify Union in
writing. Union shall have no obligation to pay any amount in excess of the Estimated Cost unless
the Parties execute a written amendment to this Agreement authorizing the additional expenditure.
All payments shall be conditioned upon appropriation by the Union County Board of
Commissioners of sufficient funds for each request for services.
5. LICENSING REQUIREMENTS. Monroe represents and warrants that it is and
shall remain properly licensed at all times in the performance of Work.
6. PERMITS AND LICENSES. Unless otherwise agreed in writing in advance by
Union, Monroe shall obtain and pay for all licenses and permits that are required for it to perform
Work.
7. COMPLIANCE WITH LAWS. In performing the services pursuant to this
Agreement, Monroe shall comply with all laws, rules, regulations, ordinances, codes, standards,
and orders of any and all governmental bodies, agencies, authorities, and courts having jurisdiction.
8. LIABILITY. Nothing contained in this Agreement shall be deemed to waive any
defense or immunity available to either Party under North Carolina law, including governmental
immunity. Each party shall be responsible for its own acts and omissions. No workers’
compensation insurance shall be obtained by Union concerning Monroe or the employees of
Monroe. Monroe shall comply with the workers’ compensation law concerning Monroe and the
employees of Monroe.
328
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.
329
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
330
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
331
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Exhibit A
332
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, UCPS, 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 273C - Public Safety reduction
CPO 284E - GC Electrical Infrastructure reduction
CPO 288K - Jail Locks, Progress Building/UC Jail Replacement Window reduction
CPO 306F - DOT Projects
CPO 344E - UC Food & Innovation Center
CPO 349E - UC Jail Expansion Phase 1 reduction
CPO 368C - 2025 Critical Infrastructure Amendment
CPO387A - JC Temp Generator Connection reduction
CPO 390- UPS Infrastructure, AV Equipment, and Pictometry
CPO 391 - Annual R&R Funding
CPO 392 - Public Safety
UCPS Capital Project Ordinances for FY 2027
CPO 393 - General Capital
South Piedmont Community College (SPCC) Capital Project Ordinances for FY 2027
CPO 322A - Center for Entrepreneurship
CPO 363B - Tyson Driving Pad
CPO 394 - Modular Building for Faculty Offices
CPO395 - Education Building Design
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
Union County, NC Printed on 7/15/2026Page 1 of 2
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File #:26-384 Agenda Date:7/20/2026
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 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 UCPS is Interfund
Transfer for General Fund $19,281,471; Mis Revenue $1,063,347; State Public School Building R&R
Funds $580,000. 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 7/15/2026Page 2 of 2
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UNION COUNTY, NORTH CAROLINA
2026-2027
CAPITAL PROJECT ORDINANCE #273C
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
Sheriff’s Office Expansion
Emergency Services Complex
Facilities Repair & Renovation
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment, and the acquisition of
interests in real property as required, therefore a reduction in the General Fund in the amount of
$97,018 is hereby appropriated, resulting in a revised total cost of $46,066,633.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Transfer from General Fund $ 1,874,384
GO Bond Proceeds $ 43,539,059
Investment Earnings from Bond Proceeds $ 653,633
Total $ 46,066,633
Section III. The attached CPO #273C chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms, Chair, Union County
Clerk to the Board Board of Commissioners
335
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT from General Fund 1,971,402 (97,018) 1,874,384 Sheriff's Office Expansion 27,592,166 (25,680) 27,566,486
General Obligation Bond Proceeds 43,539,059 - 43,539,059 Emergency Services Complex 16,461,160 (71,338) 16,389,822
Investment Earnings from Bond Proceeds 653,190 - 653,190 Facitlites R&R 2,110,325 - 2,110,325
Total 46,163,651 (97,018) 46,066,633 Total 46,163,651 (97,018) 46,066,633
EXPLANATION: Redirecting existing project funds to meet the capital needs for FY 2027
DATE: 7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Sheriff's Office Expansion Sheriff's Office Expansion
IFT from General Fund 460,742 (25,680) 435,062 Professional Services 80,000 - 80,000
40080080-4010 40080080-5381
GO Bond Proceeds 26,969,274 - 26,969,274 Buildings and Improvements 27,512,166 (25,680) 27,486,486
40080080-4710 40080080-5580
Investment Earnings from Bond Proceeds 162,150 - 162,150
40080080-4812
Emergency Services Complex Emergency Services Complex
Investment Earnings from Bond Proceeds 491,040 - 491,040 Buildings and Improvements 16,415,120 (71,338) 16,343,782
40080109-4812 40080109-5580
GO Bond Proceeds 14,859,984 - 14,859,984 Buildings and Improvements 25,828 - 25,828
40080109-4710 40080109-5015
IFT from General Fund 1,110,136 (71,338) 1,038,798 Buildings and Improvements 20,212 - 20,212
40080109-4010 40080109-5714
Facitlites R&R Facitlites R&R
IFT from General Fund 400,524 - 400,524 Buildings and Improvements 2,110,325 - 2,110,325
40080069-4010 40080069-5580
IFT from General Fund 1,709,801 - 1,709,801
40080069-4710
Total 46,163,651 (97,018) 46,066,633 Total 46,163,651 (97,018) 46,066,633
Prepared By JBH
Posted By
Date Number CPO - 273C
Bd of Comma/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Brian Matthews
FY 2027 July 20, 2026
336
UNION COUNTY, NORTH CAROLINA
2026-2027
CAPITAL PROJECT ORDINANCE #284E
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other available funds, for the
following projects:
Critical Infrastructure Projects
Agriculture Center - Generator & Infrastructure
Government Center - Electrical Improvements
Radio Towers - HVAC System Replacement (6 Towers)
UC Public Schools Administration Building - Replace Generator
Judicial Center - Generator Replacement
Animal Shelter - Replace UPS System
Government Center - Replace Liebert Unit 3rd Floor Server Room
Judicial Center - Server Room Split System Renewal
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment, and the acquisition of interests in
real property as required, therefore a reduction in the amount of $588,625 is hereby appropriated,
resulting in a revised project cost of $564,615.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from General Fund $165,310
GO Bond Proceeds $399,305
Section III. The attached CPO #284E chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Clerk to the Board Brian Helms
Chairman, Union County Board of
Commissioners
337
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT From General Fund 753,935 (588,625) 165,310 Building & Improvements 1,059,240 (588,625) 470,615
GO Bond Proceeds 399,305 - 399,305 Other Equipment 94,000 - 94,000
Total 1,153,240 (588,625) 564,615 Total 1,153,240 (588,625) 564,615
EXPLANATION: Redirecting existing project funds to meet the capital needs for FY 2027
DATE: 7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Agriculture Center - Generator & Infrastructure Agriculture Center - Generator & Infrastructure
IFT From General Fund 19,240 19,240 Building & Improvements 19,240 19,240
40080146-4010 40080146-5580
Government Center - Electrical Improvements Government Center - Electrical Improvements
IFT From General Fund 640,695 (588,625) 52,070 Building & Improvements 1,040,000 (588,625) 451,375
40080142-4010 40080142-5580
GO Bond Proceeds 399,305 399,305
40080142-4710
Radio Towers - HVAC System Replacement (6 Towers)Radio Towers - HVAC System Replacement (6 Towers)
IFT From General Fund 64,000 64,000 Other Equipment 64,000 64,000
40080169-4010 40080169-5550
UC Public Schools - Replace Generator UC Public Schools - Replace Generator
IFT From General Fund - - Other Equipment - -
40080174-4010 40080174-5550
Judicial Center - Generator Replacement Judicial Center - Generator Replacement
IFT From General Fund - - Other Equipment - -
40080170-4010 40080170-5550
Animal Shelter - Replace UPS System Animal Shelter - Replace UPS System
IFT From General Fund 30,000 30,000 Other Equipment 30,000 30,000
40080171-4010 40080171-5550
Government Center - Replace Liebert Unit 3rd Floor Server Room Government Center - Replace Liebert Unit 3rd Floor Server Room
IFT From General Fund - - Building & Improvements - -
40080147-4010 40080147-5580
Judicial Center - Server Room Split System Renewal Judicial Center - Server Room Split System Renewal
IFT From General Fund - - Other Equipment - -
40080172-4010 40080172-5550
Total 1,153,240 (588,625) 564,615 Total 1,153,240 (588,625) 564,615
Prepared By ga
Posted By
Date Number CPO - 284E
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2026-2027 July 20, 2026
Bd of Comma/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
338
UNION COUNTY, NORTH CAROLINA
MAJOR INFRASTRUCTURE – 2026-2027
CAPITAL PROJECT ORDINANCE #288K
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION
COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other available funds, for the following
projects:
Major Infrastructure Projects
Union County Lock Project Enhancements
Union County Jail Block Renovations
Union County Three Commercial Washer & Dryer Replacement
Government Center/Judicial – Building Envelope Repairs
UC Progress Building Renovations
Parks and Recreation Paving
Jesse Helms Park- Park Amenities Improvements
Historic Courthouse Phase 2 Renovation
Main Library Replace Metal Architectural Panels
Cane Creek Park Camp Store
Patton Avenue Radio Shop Renovation
SPCC Building A Renovation Needs
SPCC Camera System
SPCC Access Controls
Including the replacement of equipment, the acquisition and construction of new facilities, the acquisition
and installation of necessary furnishings and equipment and the acquisition of interests in real property
required therefore, a reduction of $1,102,406 is hereby appropriated for total project cost of $16,460,092.
Section II. That it is estimated that the following revenues will be available during the construction period
to meet the appropriations in Section I, as set forth in the following schedule:
Federal Grant $ 104,936
2/3rd GO Bond Proceeds $ 5,356,623
2/3rd GO Bond Proceeds Premiums $ 700,966
Interfund Transfer from General Fund $ 4,452,000
Interfund Transfer from EMS Fund $ 64,510
Installment Financing Proceeds $ 5,551,676
Investment Earnings $ 229,381
Total $ 16,460,092
Section III. The attached CPO #288K chart is incorporated herein showing appropriations to date, additions
as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the General
Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount necessary to meet
obligations until such time as financing is arranged, at which time repayment will be made and the finance
officer is authorized to sign the Declaration of Official Intent to Reimburse Expenditures as required by
Internal Revenue Service regulations.
Section V. This capital project ordinance is adopted and effective on the 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms Chair, Union County Board of
Clerk to the Board Commissioners
339
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Federal Grant - 4315 104,936 - 104,936
2/3rd Go Bond Proceeds - 4710 5,356,623 - 5,356,623 General Fund Major Infrastructure Needs 16,675,318 (1,102,406) 15,572,912
2/3rd Go Bond Proceeds Premiums - 4717 700,966 - 700,966
IFT From General Fund - 4010 5,518,916 (1,066,916) 4,452,000 SPCC Major Infrastructure Needs 887,180 - 887,180
IFT From General Fund/Old EMS Fund - 4020 100,000 (35,490) 64,510
Installment Financing Proceeds - 4730 5,551,676 - 5,551,676
Investment Earnings - 4812 229,381 - 229,381
Total 17,562,498 (1,102,406) 16,460,092 Total 17,562,498 (1,102,406) 16,460,092
EXPLANATION: Redirecting existing project funds to meet the capital needs for FY 2027
DATE: 7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
UC Jail - Door Locks and Controls UC Jail - Door Locks and Controls
IFT From General Fund 1,170,000 (1,043,669) 126,331 Building & Improvements 3,157,193 (1,043,669) 2,113,524
40080126-4010 40080126-5580
GO Bond Proceeds 1,585,000 - 1,585,000
40080126-4710
GO Bond Proceeds Premiums 390,848 - 390,848
40080126-4717
Investment Earnings 11,345 - 11,345
40080126-4812
UC Jail - Block Renovations UC Jail - Block Renovations
IFT From General Fund 824,196 - 824,196 Building & Improvements 1,061,124 - 1,061,124
40080112-4010 40080112-5580
GO Bond Proceeds 236,928 - 236,928
40080112-4710
Parks and Recreation Paving Parks and Recreation Paving
IFT From General Fund 232,460 - 232,460 Land and Improvements 232,460 - 232,460
40080075-4010 40080075-5570
GO Bond Proceeds - - -
40080075-4710
Historic Courthouse - Phase 2 Renovation Historic Courthouse - Phase 2 Renovation
IFT From General Fund 1,811,709 - 1,811,709 Building & Improvements 1,865,848 - 1,865,848
40080125-4010 40080125-5580
GO Bond Proceeds 54,139 - 54,139
40080125-4710
Jesse Helms Park - Park Amenities Improvements Jesse Helms Park - Park Amenities Improvements
GO Bond Proceeds 480,500 - 480,500 Building & Improvements 500,000 - 500,000
40080167-4010 40080167-5580
GO Bond Proceeds 19,500 - 19,500
40080167-4710
Main Library - Replace Metal Architectural Panels Main Library - Replace Metal Architectural Panels
GO Bond Proceeds - - - Building & Improvements - - -
40080156-4710 40080156-5580
GO Bond Proceeds Premiums - - -
40080156-4717
IFT From General Fund - - -
40080156-4010
Cane Creek Park - New Camp Store Cane Creek Park - New Camp Store
GO Bond Proceeds 850,000 - 850,000 Building & Improvements 950,000 - 950,000
40080100-4710 40080100-5580
GO Bond Proceeds Premiums 100,000 - 100,000
40080100-4717
Patton Avenue - Radio Shop Renovation Patton Avenue - Radio Shop Renovation
IFT From General Fund - - - Other Equipment - - -
40080160-4010 40080160-5550
GO Bond Proceeds - - -
40080160-4710
UC Jail - Replace 3 Commercial Washers And Dryers UC Jail - Replace 3 Commercial Washers And Dryers
GO Bond Proceeds 299,963 - 299,963 Other Equipment 399,963 (35,490) 364,473
40080173-4710 40080173-5550
IFT From EMS Fund 100,000 (35,490) 64,510
40080173-4020
BOCC/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2027 July 20, 2026
1 340
Government Center/Judicial Center - Building Envelope Repairs - Phase 1 + 2 Government Center/Judicial Center - Building Envelope Repairs - Phase 1 + 2
IFT From General Fund 912,935 912,935 Building & Improvements 1,600,000 - 1,600,000
40080123-4010 40080123-5580
GO Bond Proceeds 687,065 - 687,065
40080123-4710
UC Progress Building UC Progress Building
GO Bond Proceeds 976,248 - 976,248 Building & Improvements 6,777,560 (23,247) 6,754,313
40080159-4710 40080159-5580
Installment Financing Proceeds 5,551,676 - 5,551,676 Building & Improvements 131,170 - 131,170
40080159-4730 40080159-5260-14022
Intergovernmental Revenue - - -
40080159-4280
IFT From General Fund 39,518 (23,247) 16,271
40080159-4010
GO Bond Proceeds Premiums 210,118 - 210,118
40080159-4717
Federal Grant 104,936 - 104,936
40080159-4315-14022
IFT From General Fund 26,234 - 26,234
40080159-4010-14022
SPCC Building A Renovation Needs SPCC Building A Renovation Needs
GO Bond Proceeds - - - Payments to Other Governments - - -
40080093-4710 40080093-5630
SPCC Camera System SPCC Camera System
IFT From General Fund - - - Payments to Other Governments 218,036 - 218,036
40080161-4010 40080161-5630
Investment Earnings 218,036 - 218,036
40080161-4812
SPCC Access Controls SPCC Access Controls
IFT From General Fund 21,364 - 21,364 Payments to Other Governments 669,144 - 669,144
40080162-4010 40080162-5630
GO Bond Proceeds 647,780 - 647,780
40080162-4710
Total 17,562,498 (1,102,406) 16,460,092 Total 17,562,498 (1,102,406) 16,460,092
Prepared By JBH
Posted By
Date Number CPO - 288K
2 341
UNION COUNTY, NORTH CAROLINA
PLANNING & ZONING – FISCAL YEAR 2026-2027
CAPITAL PROJECT ORDINANCE #306F
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
NC DOT Projects
including providing capital funding assistance to NC DOT for various construction projects within
Union County therefore an additional $300,000 is hereby appropriated for a total project cost of
$1,725,000.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from:
General Fund $ 1,725,000
Section III. The attached CPO #306F chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms, Chair
Clerk to the Board Union County Board of Commissioners
342
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
General CIP Fund - Planning & Zoning General CIP Fund - Planning & Zoning
IFT from General Fund 1,425,000 300,000 1,725,000 NC DOT Projects 1,425,000 300,000 1,725,000
- -
- - - - -
- -
Total 1,425,000 300,000 1,725,000 Total 1,425,000 300,000 1,725,000
EXPLANATION:Appropriate funding for contributions to NC DOT Intersection Projects per FY27 Adopted CIP.
DATE:7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
General CIP Fund - Planning & Zoning General CIP Fund - Planning and Zoning
NC DOT Projects NC DOT Projects
IFT from General Fund 1,125,000 1,125,000 Payment to Other Gov't Agencies 1,125,000 1,125,000
40080098-4010 40080098-5630
NC DOT Projects NC DOT Projects
IFT from General Fund 300,000 300,000 Payment to Other Gov't Agencies 300,000 300,000
40080098-4010-52026 40080098-5630-52026
IFT from General Fund 300,000 300,000 Payment to Other Gov't Agencies 300,000 300,000
40080098-4010-52027 40080098-5630-52027
Total 1,425,000 300,000 1,725,000 Total 1,425,000 300,000 1,725,000
Prepared By KG
Posted By
Date Number CPO - 306F
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2027 July 20, 2026
Bd of Comma/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
343
UNION COUNTY, NORTH CAROLINA
2026- 2027
CAPITAL PROJECT ORDINANCE #322A
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
SPCC Center for Entrepreneurship
Including the acquisition and construction of a new facilities, the acquisition and installation of
necessary furnishings and equipment and the acquisition of interests in real property required
therefore, an addition of $2,349,559 is hereby added for a total project cost of $35,074,559.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
General Obligation Bond Proceeds $32,725,000
2025B GO Bond Premiums $2,116,507
2025B GO Bond Interest $233,052
Section III. The attached CPO #322A chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms
Clerk to the Board Chair, Union County Board of
Commissioners
344
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
GO Bond Proceeds 32,725,000 - 32,725,000 SPCC - Center for Entrepreneurship 32,725,000 2,349,559 35,074,559
2025B Bond Premiums - 2,116,507 2,116,507 -
2025B Bond Interest - 233,052 233,052
Total 32,725,000 2,349,559 35,074,559 Total 32,725,000 2,349,559 35,074,559
EXPLANATION: Adding Funding to the SPCC Center for Entrepreneurship from 2025 B Bond Premiums and Interest
DATE: APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
SPCC - Center for Entrepreneurship SPCC - Center for Entrepreneurship
GO Bond Proceeds 32,725,000 - 32,725,000 Payments to Other Govt Units 32,725,000 2,349,559 35,074,559
40080183-4710 40080183-5630
2025B Bond Premiums - 2,116,507 2,116,507
40080183-4717
2025B Bond Interest 233,052 233,052
40080183-4812
Total 32,725,000 2,349,559 35,074,559 Total 32,725,000 2,349,559 35,074,559
Prepared By JPM
Posted By
Date Number CPO - 322A
Bd of Comma/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
SPCC CIP Brian Matthews
FY 2027 July 20, 2026
345
UNION COUNTY, NORTH CAROLINA
2026-2027
CAPITAL PROJECT ORDINANCE #344E
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION
COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated available
funds, for the following projects:
Economic Development Food & Innovation Center (previously known as BARN)
Including the acquisition and construction of new facilities, the acquisition and installation of necessary
furnishings and equipment and the acquisition of interests in real property required therefore and
additional $500,000 is hereby appropriated for a total of $17,992,641.
Section II. That it is estimated that the following revenues will be available during the construction period
to meet the appropriations in Section I, as set forth in the following schedule:
Transfer from EDC General Fund $7,447,087
State Grant Funding $5,000,000
Golden Leaf Foundation Award $1,000,000
Transfer from General Fund $1,482,003
North Carolina Tobacco Trust Fund Grant $ 500,000
Investment Earnings on Bond Funds $ 643,396
State Grant Investment Earnings $ 109,196
Intergovernmental Revenue (Wingate) $1,810,959
Section III. The attached CPO #344E chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment will
be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse
Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
Lynn G. West, Brian Helms, Chair
Clerk to the Board Union County Board of Commissioners
346
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
General Capital Fund - General Capital Fund
IFT From EDC General Fund 947,087 947,087 EDC Food Innovation Center (BARN)17,492,641 500,000 17,992,641
IFT from EDC Fund (from previously
issued 2019A bonds and investment
earnings) 6,500,000 6,500,000
Investment Earnings on Bond Funds 643,396 643,396
Investment Earnings on State Grant 109,196 109,196
IFT from General Fund 982,003 500,000 1,482,003
Town of Wingate Intergovernmental
Revenue for Road 1,810,959 1,810,959
State Grant Funding 5,000,000 5,000,000
Donations - Golden Leaf Award 1,000,000 1,000,000
Donations - NC Tobacco Trust Fund 500,000 500,000
Total 17,492,641 500,000 17,992,641 Total 17,492,641 500,000 17,992,641
EXPLANATION:Economic Development Food and Innovation Center (formerly BARN) - appropriate additional equipment funding per the FY27 Adopted CIP
DATE:7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
EDC-BARN Project EDC-BARN Project
IFT From EDC General Fund 947,087 947,087 Buildings and Improvements 10,700,353 500,000 11,200,353
40080187-4010 40080187-5580
IFT from EDC Fund (from previously
issued bonds and investment earnings) 6,500,000 6,500,000
Payments to Other Governmental Agencies
(for Lease and Scholarship)15,001 15,001
40080187-4010 40080187-5630
Investment Earnings on Bond Funds 643,396 643,396 General Manager salary 106,951 106,951
40080187-4812 40080187-5121
IFT From General Fund 982,003 500,000 1,482,003 General Manager 401k reg 5,348 5,348
40080187-4010 40080187-5134
State Grant Funding (investment earnings)109,196 109,196 General Manager FICA 8,082 8,082
40080187-4810-11050 40080187-5131
Town of Wingate Invergovernmental
Revenue for Road 1,810,959 1,810,959 General Manager Retirement Reg 15,138 15,138
40080187-4280 40080187-5136
General Manager SEPA 4,064 4,064
40080187-5173
General Manager Health Insurance 25,479 25,479
40080187-5183
General Manager Dental Ins 962 962
40080187-5187
General Manager Workers Comp 987 987
40080187-5182
General Manager Phone Allowance 1,080 1,080
40080187-5129
State Grant Funding 5,000,000 5,000,000
Buildings and Improvements - State Grant
Funded 5,021,681 5,021,681
40080187-4499-11050 40080187-5580-11050
Professional Services - State Grant Funded 87,515 87,515
40080187-5381-11050
Golden Leaf Award 1,000,000 1,000,000 Equipment - Golden Leaf Award 1,000,000 1,000,000
40080187-4840-11106 40080187-5550-11106
NC Tobacco Trust Fund Commission 500,000 500,000 Equipment - NC Tobacco Trust Fund Comm 500,000 500,000
40080187-4840-11107 40080187-5550-11107
Total 17,492,641 500,000 17,992,641 Total 17,492,641 500,000 17,992,641
Prepared By KG
Posted By
Date Number CPO - 344E
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General Capital Fund Brian Matthews
FY 2027 July 20, 2026
347
UNION COUNTY, NORTH CAROLINA
FISCAL YEAR 2026-2027
CAPITAL PROJECT ORDINANCE #349E
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
Major Capital:
UC Jail
Judicial Center and Government Administration Facilities
UC Jail Rooftop HVAC Systems
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment, and the acquisition of
interests in real property as required, therefore a reduction in the amount of $1,200,000 is hereby
appropriated, resulting in a revised project cost of $18,737,214.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from General Fund $ 3,531,506
Interfund Transfer from Spcl Rev Fund $ 20,422
GO Bond Proceeds $14,378,072
2/3rds GO Bond Premiums $ 807,214
Section III. The attached CPO #349E chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective on this 20th day of July 2026.
ATTEST:
_
Lynn G. West, Clerk to the Board Brian Helms, Chair,
Union County Board of Commissioners
348
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT from General Fund 3,531,506 - 3,531,506 Major Capital Projects 18,271,292 - 18,271,292
IFT from Special Revenue Fund 1,220,422 (1,200,000) 20,422 Land 1,600,000 (1,200,000) 400,000
(ARPA Investment Earnings) - - - Lease Exp - Prin & Int 65,922 - 65,922
GO Bond Proceeds 14,378,072 - 14,378,072
2/3rd Go Bond Premiums 807,214 - 807,214
Total 19,937,214 19,937,214 18,737,214 Total 19,937,214 (1,200,000) 18,737,214
EXPLANATION: Redirecting existing project funds to meet the capital needs for FY 2027.
DATE: 7/20/2026 APPROVED BY:
-
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
UC Jail UC Jail
IFT From General Fund 1,001,506 1,001,506 Building & Improvements 2,000,000 - 2,000,000
40080188-4010 40080188-5580
IFT From Special Revenue Fund 1,220,422 (1,200,000) 20,422 Land and Improvements 1,600,000 (1,200,000) 400,000
40080188-4031 40080188-5570
GO Bond Proceeds 1,378,072 1,378,072
40080188-4710
Judicial Center and Government Administration Facilities Judicial Center and Government Administration Facilities
IFT From General Fund 1,800,000 - 1,800,000 Building & Improvements 15,541,292 - 15,541,292
40080190-4010 40080190-5550
2/3rds GO Bond Premiums 807,214 - 807,214 Lease Exp Prin - GASB 87 59,521 - 59,521
40080190-4717 40080190-5414
GO Bond Proceeds 13,000,000 - 13,000,000 Lease Exp Int - GASB 87 6,401 - 6,401
40080190-4710 40080190-5415
UC Jail Rooftop HVAC Systems UC Jail Rooftop HVAC Systems
IFT From General Fund 730,000 - 730,000 Building & Improvements 730,000 - 730,000
40080189-4010 40080189-5580
Total 19,937,214 (1,200,000) 18,737,214 Total 19,937,214 (1,200,000) 18,737,214
Prepared By GA
Posted By
Date Number CPO-349E
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2027 July 20, 2026
BOCC/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
349
UNION COUNTY, NORTH CAROLINA
2026-2026
CAPITAL PROJECT ORDINANCE #363B
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION
COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
SPCC Tyson Driving Pad
Including the acquisition and construction of a new facilities, the acquisition and installation of
necessary furnishings and equipment and the acquisition of interests in real property as required
therefore, a reduction in the amount of $2,631,875 is hereby appropriated, resulting in a revised
total project cost of $56,685.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Transfer from General Fund $56,685
Section III. The attached CPO #363B chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment will
be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse
Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms
Clerk to the Board Chairman, Union County Board of
Commissioners
350
BUDGET REQUESTED BY
FISCAL YEAR DATE <<<<<<
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
General CIP Fund - General CIP Fund
IFT from General Fund 2,688,560 (2,631,875) 56,685 Tyson Driving Pad 2,688,560 (2,631,875) 56,685
- - - -
Total 2,688,560 (2,631,875) 56,685 Total 2,688,560 (2,631,875) 56,685
EXPLANATION:Trasnferring Funding from Driving Pad Project to fund Education Building Design
DATE:APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
General CIP Fund General CIP Fund
Tyson Driving Pad Tyson Driving Pad
IFT From General Fund 2,688,560 (2,631,875) 56,685 Payment to Other Gov't Agencies 2,688,560 (2,631,875) 56,685
40080207-4010 40080207-5630
Total 2,688,560 (2,631,875) 56,685 Total 2,688,560 (2,631,875) 56,685
Prepared By JPM
Posted By
Date Number CPO - 363B
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
SPCC CIP Brian Matthews
FY 2027 July 20, 2026
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
351
UNION COUNTY, NORTH CAROLINA
FACILITIES CRITICAL INFRASTRUCTURE – FISCAL YEAR 2026-2027
CAPITAL PROJECT ORDINANCE #368C
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
Critical Infrastructure:
Progress Building Generator Installation
UC Fueling Stations
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment and the acquisition of
interests in real property required therefore, an addition of $225,000 is hereby appropriated for
total project cost of $1,425,000.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from:
General Fund $1,425,000
Section III. The attached CPO #368C chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms, Chair
Clerk to the Board Union County Board of Commissioners
352
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT from General Fund 1,200,000 225,000 1,425,000 Progress Building Generator Installation 525,000 525,000
- - UC Fueling Stations 675,000 225,000 900,000
- - - -
Total 1,200,000 225,000 1,425,000 Total 1,200,000 225,000 1,425,000
EXPLANATION: Critical Infrastructure FY 2027, to increase funding for the UC Fueling Stations project for three locations per the Adopted FY27 CIP.
DATE: 7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Progress Building Generator Installation Progress Building Generator Installation
IFT From General Fund 525,000 525,000 Building & Improvements 525,000 525,000
40080209-4010 40080209-5580
UC Fueling Stations UC Fueling Stations
IFT From General Fund 675,000 225,000 900,000 Other Equipment 675,000 675,000
40080210-4010 40080210-5550
Building & Improvements - 225,000 225,000
40080210-5580
Total 1,200,000 225,000 1,425,000 Total 1,200,000 225,000 1,425,000
Prepared By KG
Posted By
Date 7/20/2026 Number CPO-368C
BOCC/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2027 July 20, 2026
353
UNION COUNTY, NORTH CAROLINA
FACILITIES CRITICAL INFRASTRUCTURE – FISCAL YEAR 2026-2027
CAPITAL PROJECT ORDINANCE #387A
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
Critical Infrastructure:
Judicial Center Temp Generator Connections/Gear
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment and the acquisition of
interests in real property required, therefore a reduction in the amount of $95,000 is hereby
appropriated, resulting in a revised project cost of $0.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from:
General Fund $0
Section III. The attached CPO #387A chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms, Chair
Clerk to the Board Union County Board of Commissioners
354
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT from General Fund 95,000 (95,000) - General Fund Critical Infrastructure Needs 95,000 (95,000) -
-
- - -
Total 95,000 (95,000) - Total 95,000 (95,000) -
EXPLANATION: Redirecting existing project funds to meet the capital needs for FY 2027.
DATE: 7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Judicial Center Temp Generator Connections/Gear Judicial Center Temp Generator Connections/Gear
IFT From General Fund 95,000 (95,000) - Building & Improvements 95,000 (95,000) -
40080229-4010 40080229-5580
Total - (95,000) - Total 95,000 (95,000) -
Prepared By ga
Posted By
Date Number CPO-387A
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2027 July 20, 2026
BOCC/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
355
UNION COUNTY, NORTH CAROLINA
IT INFRASTRUCTURE & ENHANCEMENT PROJECTS – FISCAL YEAR 2026-2027
CAPITAL PROJECT ORDINANCE #390
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other available funds, for the
following projects:
IT Infrastructure & Enhancement Projects
Pictometry Imagery
UPS Infrastructure Upgrades
Audio Visual Equipment
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment and the acquisition of
interests in real property required therefore, $373,495 is hereby appropriated.
Section II. That it is estimated that the following revenues will be available until completion of
these projects to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from General Fund $338,005
Interfund Transfer from EMS Fund $ 35,490
Section III. The attached CPO #390 chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms, Chair
Clerk to the Board Union County Board of Commissioners
356
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT From General Fund 338,005 338,005 Pictometry Imagery 203,495 203,495
IFT From EMS Fund 35,490 35,490 UPS Infrastructure Upgrades 50,000 50,000
Audio Visual Equipment 120,000 120,000
- -
Total - 373,495 373,495 Total - 373,495 373,495
EXPLANATION: Annual IT Infrastructure & Enhancement Projects for FY 2027: Pictometry Imagery, Audio Visual Equipment,
and UPS Infrastructure Upgrades.
DATE: 7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Pictometry Imagery Pictometry Imagery
IFT From General Fund - 203,495 203,495 Professional Services - 203,495 203,495
40080198-4010-52027 40080198-5381-52027
AV Equipment AV Equipment
IFT From General Fund - 84,510 84,510 Office Furniture & Equip. - 120,000 120,000
40080228-4010-52027 40080228-5510-52027
IFT From EMS Fund - 35,490 35,490
40080228-4020-52027
UPS Infrastructure UPS Infrastructure
IFT From General Fund - 50,000 50,000 Other Equipment - 50,000 50,000
40080168-4010-52027 40080168-5550-52027
Total - 373,495 373,495 Total - 373,495 373,495
Prepared By MG
Posted By
Date Number CPO - 390
BOCC/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2027 July 20, 2026
PROJECT SOURCES PROJECT USES
357
UNION COUNTY, NORTH CAROLINA
ANNUAL OPERATING R&R PROJECTS – FISCAL YEAR 2026-2027
CAPITAL PROJECT ORDINANCE #391
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other available funds, for the
following projects:
Annual Operating R&R Projects
Facility Repair and Renovation
Facilities Operating Capital
Parks and Rec Replacement & Renewal
SPCC CIP Funding
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment and the acquisition of
interests in real property required therefore, $2,700,000 is hereby appropriated.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from:
General Fund $ 1,500,000
Special Rev Project Fund $ 1,200,000
Section III. The attached CPO #391 chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms, Chair
Clerk to the Board Union County Board of Commissioners
358
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT from General Fund - 1,500,000 Building & Improvements - 2,325,000 2,325,000
IFT From Special Rev Proj Fund - 1,200,000 Payment to Other Gov't Agencies - 375,000 375,000
Total - 2,700,000 - Total - 2,700,000 2,700,000
EXPLANATION:Annual Operating R&R Projects for FY27.
DATE:7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Facility Repair and Renovation Facility Repair and Renovation -
IFT from General Fund - 350,000 350,000 Building & Improvements - 1,550,000 1,550,000
40080069-4010-52027 40080069-5580-52027
IFT From Special Rev Proj Fund - 1,200,000 1,200,000
40080069-4031-52027
Facility Operating Capital Facility Operating Capital -
IFT from General Fund - 425,000 425,000 Building & Improvements - 425,000 425,000
40080131-4010-52027 40080131-5580-52027
Parks and Rec R&R Parks and Rec R&R -
IFT from General Fund - 350,000 350,000 Building & Improvements - 350,000 350,000
40080134-4010-52027 40080134-5580-52027
SPCC CIP Funding SPCC CIP Funding -
IFT from General Fund - 375,000 375,000 Payment to Other Gov't Agencies - 375,000 375,000
40080067-5630-52027 40080067-4010-52027
- - - - - -
- - - - - -
Total - 2,700,000 2,700,000 Total - 2,700,000 2,700,000
Prepared By GA
Posted By
Date Number 391
BOCC/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2026-2027 July 20, 2026
359
UNION COUNTY, NORTH CAROLINA
PUBLIC SAFETY PROJECTS – FISCAL YEAR 2026-2027
CAPITAL PROJECT ORDINANCE #392
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
Public Safety:
Radio Replacements & Maintenance
Union EMS Capital FY 2027
VFD Air Packs FY 2027
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment and the acquisition of
interests in real property required therefore, $2,500,000 is hereby appropriated.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from General Fund $ 2,500,000
Section III. The attached CPO #392 chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation .
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms, Chair
Clerk to the Board Union County Board of Commissioners
360
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT from General Fund 2,500,000 2,500,000 Public Safety Capital Projects 2,500,000 2,500,000
-
- - -
Total 2,500,000 Total 2,500,000 2,500,000
EXPLANATION: Public Safety Capital Projects FY 2027
DATE: 7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Radio Replacement and Maintenance Radio Replacement and Maintenance
IFT From General Fund 150,000 150,000 Other Equipment 150,000 150,000
40080157-4010-52027 40080157-5290-52027
Union EMS Capital FY 2027 Union EMS Capital FY 2027
IFT From General Fund 2,050,000 2,050,000 Payments to Outside Agencies 2,050,000 2,050,000
40080193-4010-52027 40080193-5699-52027
VFD Air Packs FY 2027 VFD Air Packs FY 2027
IFT From General Fund 300,000 300,000 Payments to Outside Agencies 300,000 300,000
40080164-4010-52027 40080164-5699-52027
Total 2,500,000 2,500,000 Total 2,500,000 2,500,000
Prepared By sw
Posted By
Date 7/20/2026 Number CPO-392
BOCC/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Brian Matthews
FY 2027 July 20, 2026
361
UNION COUNTY, NORTH CAROLINA
UCPS Capital – FISCAL YEAR 2026-2027
CAPITAL PROJECT ORDINANCE #393
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other available funds, for the
following projects:
UCPS Capital;
Laptop Lease Payments
Band Uniforms and Equipment
Building Systems
Landscaping Equipment and Vehicles
Expansions and Renovations
Painting
Transportation/Vehicles/Related Equipment
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment and the acquisition of
interests in real property required therefore, $20,924,818 is hereby appropriated.
Section II. That it is estimated that the following revenues will be available until completion of
these projects to meet the appropriations in Section I, as set forth in the following schedule:
Interfund Transfer from General Fund $ 19,281,471
Misc. Revenue – Other Miscellaneous $ 1,063,347
State Public Schools Building R&R Funds $ 580,000
Section III. The attached CPO #393 chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms, Chair
Clerk to the Board Union County Board of Commissioners
362
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
IFT From General Fund - 19,281,471 19,281,471 UCPS Capital - 20,924,818 20,924,818
Misc Revenue-Other Misc - 1,063,347 1,063,347
State Public Schools Buildings R&R Fund - 580,000 580,000
Total - 20,924,818 20,924,818 Total - 20,924,818 20,924,818
EXPLANATION: UCPS Capital Needs FY 2027
DATE: 7/20/2026 APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
UCPS 5YR Laptop Lease Pmt UCPS 5YR Laptop Lease Pmt
IFT From General Fund - 4,195,993 4,195,993 Payments to Other Gov'ts - 4,195,993 4,195,993
40182316-4010-52027 40182316-5630-52026
FY 2027 UCPS Band Uniforms and Equipment FY 2027 UCPS Band Uniforms and Equipment
IFT From General Fund - 50,000 50,000 Payments to Other Gov'ts - 50,000 50,000
40182394-4010 40182394-5630
FY 2027 UCPS Building Systems FY 2027 UCPS Building Systems
IFT From General Fund - 12,167,756 12,167,756 Payments to Other Gov'ts - 13,811,103 13,811,103
40182390-4010 40182380-5630
Misc Revenue-Other Misc - 1,063,347 1,063,347
40182390-4895
Public Schools Capital R&R Lot - 580,000 580,000
40182390-4256
FY 2027 UCPS Expansion and Renovations FY 2027 UCPS Expansion and Renovations
IFT From General Fund - 1,662,479 1,662,479 Payments to Other Gov'ts - 1,662,479 1,662,479
40182391-4010 40182391-5630
FY 2027 UCPS Painting FY 2027 UCPS Painting
IFT From General Fund - 492,508 492,508 Payments to Other Gov'ts - 492,508 492,508
40182392-4010 40182392-5630
FY 2027 Transportation/Vehicles/Related FY 2027 Transportation/Vehicles/Related
IFT From General Fund - 150,000 150,000 Payments to Other Gov'ts - 150,000 150,000
40182393-4010 40182393-5630
FY 2027 UCPS Landscaping Equip/Vehicles FY 2027 UCPS Landscaping Equip/Vehicles
IFT From General Fund - 562,735 562,735 Payments to Other Gov'ts - 562,735 562,735
40182395-4010 40182395-5630
Total - 20,924,818 20,924,818 Total - 20,924,818 20,924,818
Prepared By GA
Posted By
Date Number CPO - 393
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
UCPS CIP Fund Brian Matthews
FY 2026-2027 July 20, 2026
Bd of Comma/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
363
UNION COUNTY, NORTH CAROLINA
2026-2027
CAPITAL PROJECT ORDINANCE #394
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION
COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
Modular Units for Faculty Office
Including the acquisition and construction of new facilities, the acquisition and installation of
necessary furnishings and equipment and the acquisition of interests in real property required
therefore, $406,393 is hereby appropriated.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
2025B GO Bond Interest $406,393
Section III. The attached CPO #394 chart is incorporated herein showing appropriations to
date, additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment will
be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse
Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms
Clerk to the Board Chairman, Union County Board of
Commissioners
364
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
2025B GO Bond Interest 406,393 406,393 Modular Building for Faculty Offices - 406,393 406,393
-
Total - 406,393 406,393 Total - 406,393 406,393
EXPLANATION: Appropriate funds from 2025B GO Bond Interest to fund Modular Units for Faculty Offices at SPCC
DATE: APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Modular Building for Faculty Offices Modular Building for Faculty Offices
2025B GO Bond Interest - 406,393 406,393 Payments to Other Govt Units - 406,393 406,393
40080233-4812 40080233-5630
Total - 406,393 406,393 Total - 406,393 406,393
Prepared By JPM
Posted By
Date Number 394
Bd of Comma/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
SPCC CIP SPCC
FY 2027 July 20, 2026
365
UNION COUNTY, NORTH CAROLINA
2026-2027
CAPITAL PROJECT ORDINANCE #395
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION
COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
Education Building Design
Including the acquisition and construction of new facilities, the acquisition and installation of
necessary furnishings and equipment and the acquisition of interests in real property required
therefore, $2,781,430 is hereby appropriated.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Transfer from General Fund $ 2,631,875
2025B GO Bond Interest $149,555
Section III. The attached CPO #395 chart is incorporated herein showing appropriations to
date, additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment will
be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse
Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 20th day of July 2026.
ATTEST:
___________________________ ______________________________
Lynn G. West, Brian Helms
Clerk to the Board Chairman, Union County Board of
Commissioners
366
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Transfer from General Fund - 2,631,875 2,631,875 Education Building Design - 2,781,430 2,781,430
2025B GO Bond Interest 149,555 149,555 -
Total - 2,781,430 2,781,430 Total - 2,781,430 2,781,430
EXPLANATION:Adding funds from General Fund and 2025B GO Bond Interest to the Educaiton Buiding Design Project
DATE:APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Education Building Design Education Building Design
Transfer from General Fund - 2,631,875 2,631,875 Payments to Other Govt Units - 2,781,430 2,781,430
40080232-4010 40080232-5630
2025B GO Bond Interest 149,555 149,555
40080232-4812
Total - 2,781,430 2,781,430 Total - 2,781,430 2,781,430
Prepared By JPM
Posted By
Date Number 395
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
SPCC CIP Brian Matthews
FY 2027 July 20, 2026
Bd of Comma/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
367
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 7/14/2026Page 1 of 1
powered by Legistar™368
NORTH CAROLINA
UNION COUNTY
THIS AGREEMENT is made and entered into, b y, and between Union County, (hereinafter
“the County”); Pat S. Robison, III, District Attorney, 30th Prosecutorial District (hereinafter
“the District Attorney”); and the North Carolina Administrative Office of the Courts
(hereinafter “the NCAOC”); (collectively, the “Parties” and individually, a “Party”), effective as
of the date the last Party signs below.
WITNESSETH
THAT WHEREAS, the District Attorney has applied to the NCAOC Director, pursuant to G.S.
7A-64, for authority to hire two Assistant District Attorneys to address the pretrial jail population
in Union County, whose cases have accumulated on the dockets of Prosecutorial District 30 and
the District Attorney’s Office is unable to dispose of these cases in a manner to keep the dockets
reasonably current;
WHEREAS, pursuant to G.S. 153A-212.1, the County may appropriate funds under contract
with the NCAOC for the provision of services for the speedy disposition of cases involving drug
offenses, domestic violence, or other offenses involving threats to public safety;
WHEREAS, the County has appropriated funds to implement a program of expediting these
cases and has budgeted the annualized sum to pay for the personnel position costs for each
position listed in Appendix A, which Appendix A is attached hereto and is incorporated herein as
if fully set out;
WHEREAS, the NCAOC Director has found that the District Attorney has made a showing,
pursuant to G.S. 7A-64, that the overwhelming public interest warrants the use of additional
resources for the speedy disposition of cases involving a threat to public safety within the
meaning of that statute;
WHEREAS, the County desires to pay to the NCAOC on behalf of the District Attorney the
amounts specified herein for the use by the District Attorney to hire personnel as shown in
Appendix A;
WHEREAS, the NCAOC is responsible for administering the receipts and expenditures of the
Judicial Branch, including the office of the District Attorney; and
WHEREAS, the Parties hereto have mutually agreed to the terms of this Agreement as
hereinafter set out.
NOW THEREFORE, in consideration of the terms and conditions hereinafter set forth, the
County does hereby agree to provide funds and the NCAOC agrees to administer the funds on
behalf of the District Attorney for the position(s) shown in Appendix A.
369
Union County
Jail Diversion ADAs
Page 2 of 5
THE TERMS AND CONDITIONS OF THIS AGREEMENT ARE AS FOLLOWS:
1. The term of this Agreement shall be for a period of 12 months, beginning on July 1, 2026 and
terminating on June 30, 2027.
2. The employee(s) under this Agreement will be the employee(s) of the District Attorney
accordingly for all purposes, and shall be hired by and work under the supervision and
direction of the District Attorney for the 30th Prosecutorial District.
3. The County will be responsible for paying the personnel and operating costs as budgeted and
other related costs that may arise. Any changes in salary shall be communicated in writing to
the County, the District Attorney, and the NCAOC. The parties agree to act in good faith to
facilitate such budget amendments as may be necessary from time to time. The District
Attorney shall provide space and furnishings for their staff positions under this Agreement
commensurate with other staff offices. The NCAOC shall provide administrative services
(including Human Resources processing and payroll services) pursuant to this Agreement,
but shall not contribute funds or be responsible for paying any operating expenses of the
project, nor shall the NCAOC or County be responsible for the hiring or supervision of the
positions.
4. The County shall provide funds to the NCAOC Chief Fiscal Officer as outlined in Appendix
A. Expenses for unemployment, workers compensation and disability claims, as outlined in
paragraph 9 below, are unforeseen expenses which are not included in Appendix A and may
increase the County’s financial obligation above and beyond the base amount indicated in
Appendix A, should a claim be filed.
5. All payment of funds must be made electronically via an account with the North Carolina
Department of State Treasurer, as established through the NCAOC and the North Carolina
Office of the State Controller. After each electronic payment of funds, the County must then
notify NCAOC’s Cash Management Division via email,
NCJC.FSD.CashManagement@nccourts.org, detailing the amount and relevant month for
which the payment applies, or by attaching the relevant invoice to the email.
6. The County agrees to provide to the NCAOC all operating costs associated with the
position(s) in this Agreement in accordance with annual NCAOC position cost statements
supplied by the NCAOC Financial Services Division, as shown in Appendix A. Typical
operating costs in NCAOC position cost statements represent expenditures such as
transportation, meals and lodging, registration fees, maintenance agreements, general office
supplies, telephone service and equipment, personal computer, software, and wiring and
installation. Using funds provided by the County, the NCAOC will purchase and maintain all
equipment outlined in Appendix A. The County will submit payment upon the receipt of a
detailed invoice.
7. If the County fails to pay an invoice within thirty (30) days of receipt, the NCAOC will apply
the requisite amount of court facilities fees collected pursuant to G.S. 7A-304 and 7A-305
toward the outstanding invoice amount. If the County chooses to remit payment to the
370
Union County
Jail Diversion ADAs
Page 3 of 5
NCAOC after the court facilities fees have already been applied to the outstanding invoice
amount, the NCAOC will reclassify the amount of court facilities fees allocated to the
outstanding invoice so that that County will receive its full share of court facilities fees
pursuant to G.S. 7A-304 and 7A-305.
8. The County agrees that it will increase the payments under this Agreement by the amount
necessary to provide for each of the following increases in the compensation or benefits of
any person whose position is funded under this Agreement, with each increase to become
effective on the effective date of the relevant increase in compensation or benefits. Should
the amounts needed for any increase exceed ten percent (10%) of the total contract amount,
the County must agree in writing to any amount in excess of ten percent (10%) of the total
contract amount. If the County does not agree in writing to pay the amount in excess of ten
percent (10%), then the Parties may terminate this Agreement in accordance with paragraph
11 below.
a. Any increase in salary due to legislative act, reclassification, in-range adjustment, or
longevity
b. Any increase in salary to which any assistant or deputy clerk is entitled under the pay
plan adopted pursuant to G.S. 7A-102
c. Any legislatively mandated increase in the employer contributions to the North
Carolina Teachers’ and State Employees’ Retirement System or the Consolidated
Judicial Retirement System
d. Any legislatively mandated increase in the employer’s premium to provide coverage
under the North Carolina Teachers’ and State Employees’ Major Medical Plan
9. The County agrees to reimburse the NCAOC for any and all costs arising from an
unemployment, workers’ compensation and/or disability claim submitted by an employee
under this Agreement who qualifies for such payments based on his/her duration of
employment with the Judicial Branch. The County agrees to reimburse the NCAOC for all
costs arising from any such claim that is submitted after the contract period specified in
paragraph 1 above, so long as the termination of employment or injury that is the subject of
such claim occurred during said contract period. Costs arising from unemployment, workers’
compensation and/or disability claims are not included in Appendix A and may result in costs
in excess of those outlined in paragraph 4 above. Absent a specific line item in Appendix A
for unemployment, workers’ compensation, and/or disability costs, such costs may be offset
and covered with (i) funds reallocated from other line items, where available; and/or (ii)
lapsed salary resulting from vacant positions under this Agreement. Vacant positions under
this Agreement may be held vacant for an extended period of time to ensure that there will be
a sufficient amount of lapsed salary with which to reimburse the NCAOC for any such
claims. This provision does not limit the authority of the Office of the North Carolina
Attorney General to represent the NCAOC in any litigation that may arise hereunder.
Additionally, the NCAOC may purchase workers’ compensation insurance to cover any
workers’ compensation claims that may be filed in accordance with this Agreement. The
County agrees to reimburse the NCAOC for the cost of workers’ compensation insurance
premiums and deductibles paid by the NCAOC. The NCAOC will send an invoice to the
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County for payment of any and all costs arising from an unemployment, workers’
compensation and/or disability claim and for insurance premiums and deductibles and the
County shall pay any invoice not later than thirty (30) days after the County’s receipt of the
invoice.
10. The NCAOC and the County shall maintain all appropriate documentation of expenditures
under this Agreement for examination by the Office of the State Auditor. The NCAOC shall
provide to the County, and the County shall provide to the NCAOC, copies of said
documentation upon request.
11. This Agreement may be terminated by the County, the NCAOC, or the District Attorney
upon giving sixty (60) days’ prior notice in writing or by mutual consent of all parties.
12. It is understood and agreed between the County, the District Attorney, and the NCAOC that
the renewal or extension of the payment specified in this Agreement is dependent upon and
subject to the allocation, availability, or appropriation of funds by the County.
13. It is understood and agreed between the County, the District Attorney, and the NCAOC that
this Agreement is entered into pursuant to G.S. 7A-64 and 153A-212.1, and that nothing in
this Agreement shall be construed to obligate the NCAOC to maintain or request funding for
positions or services initially provided under this Agreement.
14. This Agreement may be amended by written agreements executed by all Parties, except that
if the only change is an increase in positions and corresponding costs, then only the County
and the NCAOC need sign the amendment.
15. This Agreement, including Appendix A, is the entire agreement among the Parties and there
are no other agreements, oral, written, expressed or implied.
16. This Agreement and any amendments hereto may be executed by facsimile or digital
signature, and in counterparts, each of which (including any signature pages) will be deemed
an original, but all of which together will constitute one in the same instrument. To the extent
signed in handwriting and then delivered by means of electronic transmission in portable
document format (“PDF”), shall be treated in all manner and respects as an original
agreement or instrument, and shall be considered to have the same force and legal effect as
an original signature.
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IN WITNESS WHEREOF, the Parties, or their duly authorized representatives, have executed
this Agreement as of the Effective Date. The undersigned County Manager agrees to provide the
NCAOC with copies of minutes or other documentation authorizing him or her to execute this
Agreement on behalf of the County.
UNION COUNTY
BY: ______________________________ Date: _________________
County Manager
DISTRICT ATTORNEY
30th PROSECUTORIAL DISTRICT
BY: ______________________________ Date: __________________
District Attorney
NORTH CAROLINA ADMINISTRATIVE OFFICE OF THE COURTS
BY: ______________________________ Date: __________________
Kesha Howell
NCAOC Chief Operations Officer
Approved as to Form CGR This instrument has been pre-audited in the
manner required by the Local Government
Budget and Fiscal Control Act.
______________________________
County Finance Director
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Estimated Contract Costs 2/9/2026
Invoices will be based on actual, not estimated, costs.
Position Title: FTE FTE:Months:SFY:
Assistant District Attorney Annual 1.00 12 2027
Salary & Longevity $80,000 80,000 3
Social Security 7.65%6,120
Retirement 25.89%20,712
Hospitalization $8,886 8,886
Unemployment 1.0%800
Workers' Compensation 0.15%120
Office Supplies 800
Training/Conference Registration Fees 0 1
Hardware, Software, Support Services 1,560 2
Data Infrastructure 708 2
Bar Dues 325
Duty Station Parking 0 1
Cell Phone 0 1
Travel
Mileage ($0.67/mile)0 1
Lodging ($95/day)0 1
Per diem ($49/day)0 1
Total Estimated Cost $120,031
Position Title: FTE FTE:Months:SFY:
Assistant District Attorney Annual 1.00 12 2027
Salary & Longevity $80,000 80,000 3
Social Security 7.65%6,120
Retirement 25.89%20,712
Hospitalization $8,886 8,886
Unemployment 1.0%800
Workers' Compensation 0.15%120
Office Supplies 800
Training/Conference Registration Fees 0 1
Hardware, Software, Support Services 1,560 2
Data Infrastructure 708 2
Bar Dues 325
Duty Station Parking 0 1
Cell Phone 0 1
Travel
Mileage ($0.67/mile)0 1
Lodging ($95/day)0 1
Per diem ($49/day)0 1
Total Estimated Cost $120,031
Grand Total Estimated Cost $240,062
1 Expenses not anticipated during this fiscal year.
2 Expenses are invoiced regardless of position vacancy status.
3 Budgeted salary; actual salary is determined by NCAOC Human Resources.
4 Stipend only, hardware not available
APPENDIX A
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-389 Agenda Date:7/20/2026
TITLE:..title
FY 2027 Budget - Technical Adjustment to Add and Increase Commercial Site Plan Review Fee
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Board of County Commissioners approve the reinstatement and amendment of the commercial site
plan review fees as presented, effective upon adoption of the amended fee schedule.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Commercial site plan review is a required element of the County's development review process for
non-residential projects. These fees are assessed to recover a portion of the staff time and resources
expended in reviewing commercial site plans submitted to the County for approval. The fee structure
distinguishes between smaller commercial sites (less than one acre) and larger sites (one or more
acres), with the larger category incorporating a per-acre component to reflect the increased
complexity and review time associated with larger projects.
Prior to the omission, the fee schedule established the following rates for commercial site plan
review:
Category Previous Fee
Less than 1 Acre $300.00 per review
1+ Acres $300.00 plus $50.00 per acre (or portion thereof)
Proposed Action
Staff recommends the Board of County Commissioners approve an amendment to the non-
residential review fee schedule to reinstate the commercial site plan review fee category and adopt
the following updated fee structure, effective upon adoption:
Category Proposed Fee
Less than 1 Acre $400.00 per review
1+ Acres $400.00 plus $50.00 per acre (or portion thereof)
The proposed base fee increase from $300 to $400 represents a 33% adjustment to the flat-rate
component of the fee. The per-acre charge of $50.00 per acre (or portion thereof) for sites of one
acre or more is unchanged. This adjustment more accurately reflects the current cost of the review
services provided and brings the commercial site plan fees into better alignment with peer
jurisdictions and the County's broader cost-recovery objectives.
FINANCIAL IMPACT:
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File #:26-389 Agenda Date:7/20/2026
Revenue generated from commercial site plan review fees is recorded in the General Fund. The
fiscal impact will vary based on development activity; however, reinstatement and adjustment of this
fee is expected to modestly improve cost recovery for Planning and Development Services
operations. No additional appropriation is required.
Union County, NC Printed on 7/14/2026Page 2 of 2
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-397 Agenda Date:7/20/2026
TITLE:..title
Update to the Union County Citizen Participation Plan
INFORMATION CONTACT:
Monica Culbreath, County Manager’s Office, Grant Specialist, 704-283-3580
ACTION REQUESTED:
1) Adopt the updated Union County Citizen Participation Plan and 2) authorize the County Manager
to execute any documents necessary to implement the updated Citizen Participation Plan.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The U.S. Department of Housing and Urban Development (HUD) requires entitlement communities
receiving Community Development Block Grant (CDBG) funds to maintain a Citizen Participation
Plan in accordance with 24 CFR 91.105. The Citizen Participation Plan establishes the County’s
policies and procedures for encouraging citizen participation in the development, review, and
amendment of the Consolidated Plan, Annual Action Plans, applications for Section 108 Loan
Guarantees, and Consolidated Annual Performance and Evaluation Reports (CAPER).
Union County has prepared updates to the Citizen Participation Plan to ensure continued compliance
with HUD regulations, including amendments effective July 16, 2021.
Notice of the updated Citizen Participation Plan was published on June 27, 2026. The required fifteen
(15) day public comment period began June 29, 2026, and concludes on July 13, 2026. Copies of the
updated Citizen Participation Plan were made available for public review at the Union County
Government Center and on the County’s website during the public comment period.
All comments received during the public review period will be considered prior to formal adoption of
the updated Citizen Participation Plan by the Union County Board of Commissioners.
FINANCIAL IMPACT:
There is no direct financial impact associated with adoption of the updated Citizen Participation Plan.
Union County, NC Printed on 7/7/2026Page 1 of 1
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2026-2030
Union County Citizen
Participation Plan
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Table of Contents
SECTION I – INTRODUCTION ................................................................................................... 2
SECTION II – PURPOSE ........................................................................................................... 2
SECTION III – ENCOURAGEMENT OF CITIZEN PARTICIPATION ................................................... 3
SECTION IV – DEVELOPMENT OF FIVE-YEAR CONSOLIDATED PLAN & ANNUAL ACTION PLAN ... 3
SECTION V – FIVE-YEAR CONSOLIDATED PLAN AMENDMENTS ................................................ 5
SECTION VI – PERFORMANCE REPORTS .................................................................................. 7
SECTION VII – PUBLIC HEARINGS / MEETINGS......................................................................... 7
SECTION VIII – PUBLIC NOTICE................................................................................................ 8
SECTION IX – AVAIL ABILTY TO THE PUBLIC .............................................................................. 8
SECTION X – ACCESS TO RECORDS .......................................................................................... 9
SECTION XI – TECHNICAL ASSISTANCE ................................................................................... 11
SECTION XII – COMPLAINTS ................................................................................................. 11
SECTION XIII – AMENDMENTS TO THE PLAN ......................................................................... 12
SECTION XIV – EMERGENCY DECLARATIONS ......................................................................... 13
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SECTION I – INTRODUCTION:
Union County is a federal entitlement jurisdiction through the U.S. Department of Housing and
Urban Development’s (HUD) Community Development Block Grant Program (CDBG). Union
County does not currently participate in the HOME Investment Partnership Program (HOME),
Emergency Solutions Grants (ESG), and Housing Opportunities for Persons with AIDS (HOPWA),
but reserves the right to pursue funding from these or any other potential HUD funding program.
Should the County become a participant in any such program, the policies and references in this
document related to the CDBG program will also be assumed to apply to those programs .
The County’s office of Budget and Grants Management administers the County’s Federal Grants
including the C DBG program. In accordance with CDBG regulations at 24 CFR § 91.105 for citizen
participation , federal entitlement jurisdictions must adopt a Citizen Participation Plan and update
the plan on an as needed basis.
The Union County Board of Commissioners adopted its initial Citizen Participation Plan in May
1995. It was last modified in April 2020 in response to the Coronavirus Aid, Relief, and Economic
Security (CARES) Act authorizing Emergency Declaration for Citizen Participation to expedite the
Amendment Process.
SECTION II – PURPOSE:
The purpose of the Citizen Participation Plan is to provide Union County a guide for citizen
involvement in the Federal Entitlement Programs funded through the U.S. Department of Housing
and Urban Development (HUD).
The Citizen Participation Plan is designed to serve the following specific purposes:
• To encourage the participation of all residents, community-based and faith -based
organizations, social service agencies, housing providers, economic and community
development groups, public and private non-profits, businesses, educational and financial
institutions, broadband internet service providers, organizations working to narrow the
digital divide, emergency management agencies, and land and water management
agencies, etc. in the planning and implementation process of the five-year consolidated
plan a nd subsequent annual action plans .
• To present a logical and clear approach to the various components and requirements of
the federal entitlement programs.
• To identify the responsible departments or agencies in Union County responsible for
administer ing the Entitlement Programs .
• To clarify and identify opportunities for individual residents, community organizations,
and neighborhood groups to work with County officials and staff in developing the five-
year consolidated plan, its annual action plan and performance reports indicating the
accomplishments of the programs.
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• 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
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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
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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
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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
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fifteen (15) day period commences the day after publication of the notice, and the public has
fifteen (15) days to make comments prior to the submission of the CAPER.
A summary of the comments or views shall be included in the CAPER. The County Office of Budget
and Grants Management will submit the CAPER to the HUD-Greensboro Field Office.
SECTION VII – PUBLIC HEARINGS / MEETINGS:
All public hearings and meetings will be held in a timely manner and shall be accessible to all
segments of the County ’s population, including accommodation for persons with disabilities. The
Public Hearings and meetings shall be held at a time and place convenient and accessible to all
persons who wish to participate.
Public hearings shall be held at least two (2) times per year at different stages of the program year
for the purpose of obtaining residents’ views on the development of needs, the review of
proposed activities, and review of program performance. The first public hearing is held during
the planning process in the development of the Five-Year Consolidated Plan, Annual Action Plan,
all Section 108 Loan Guarantee Applications, and other program applications. The second public
hearing is held to obtain public comment prior to submission of an application for the above
mentioned programs.
The Public Hearing notices shall be published at least ten (10) calendar days prior to the hearing
date and shall be advertised in a local newspaper of general circulation.
The first public hearing will serve the purpose of providing a summary of program requirements,
answering questions regarding the Annual Action Plan process, provide a tentative schedule for
development and submission of the application.
The initial hearing is meant to obtain the views of citizens and organizations regarding overall
community development and housing needs, development of proposed activities, including the
estimated amount that will benefit persons of low- and moderate-income, and to review program
performance.
The intent of th e meeting(s) will be to provide a mechanism for citizens participation at the
County-wide, municipal and neighborhood level. Comments or recommendations on projects in
specific localities will be encouraged.
The hearing will be conducted by the Office of Budget and Grants Management, which is
responsible for preparation of the application, in the Board Room of the Union County
Government Center, or a similar accessible and suitable location if the Board Room is unavailable.
The Board Room of the Union County Government Center, 500 North Main Street, Monroe N.C.
28112, is accessible to persons with physical disabilities. If special arrangements need to be made
to accommodate residents in order for them to participate in the public hearing, please contact
Ms. Monica Culbreath, Grants Specialist, Office of Budget and Grants Managemen t at (704) 283-
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Citizen Participation Plan Union County, North Carolina
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3580 or Monica.Culbreath@unioncountync.gov. Persons who have a hearing impediment may
contact 7-1-1 for the TTY/TTD relay. Generally, requests for assistance should be made at least
two (2) working days prior to the hearing day.
Notice of the hearing will appear in the legal section of a newspaper of general circulation within
the County. The notice shall be published at least ten (10) days prior to the public hearing.
In the event that non -English speaking residents will be expected to attend public hearings,
translation assistance will be provided so they may participate effectively in the hearing. If the
Office of Budget and Grants Management is notified within three (3) days prior to the public
hearing, it will make arrangements to accommodate non-English speaking residents, including
having a translator present at the public hearing or meeting. Also, a summary of the minutes of
the public hearing will be translated in another language for the benefit of non-English speaking
residents. Alternate language translations of public notices, surveys, etc. will be provided for
residents who do not speak or read English.
SECTION VIII – PUBLIC NOTICE:
A legal notice will be published in a local newspaper of general circulation notifying the public
that the proposed Five-Year Consolidated Plan and/or Annual Action Plan will be on public display
for a period of not less than thirty (30) days, in order to receive citizen comments prior to approval
by the governing body.
Copies of the proposed plans will be available at the following locations:
o Union County Office of Budget and Grants Management
500 North Main Street
Monroe, NC 28112
SECTION IX – AVAILABILITY TO THE PUBLIC:
A second public hearing will be undertaken when the draft application for funding has been
prepared.
Upon completion of the proposed Five-Year Consolidated Plan and/or Annual Action Plan, Union
County shall publish a draft of the proposed Plan with sufficient time to permit citizens to
comment on the Plan prior to its approval and adoption by the County. The notice will appear in
the legal section of a local newspaper of general circulation at least thirty (30) calendar days prior
to the adoption of the Plan and will include the locations where the Plan will be made available
for public review.
The second public hearing will be conducted during the thirty (30) day review period of the
proposed Five-Year Consolidated Plan and/or Annual Action Plan. The notice of this second public
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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;
387
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.
388
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
389
Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 12 of 13
notify the complainant of its proposed resolution within ten (10) working days of the date of the
meeting. If the complainant feels that the response is still not satisfactory, the complainant may
follow the procedure described in the following section.
The above complainant procedure shall not be considered a prerequisite for persons or
organizations wishing to file objections to applications pursuant to Federal regulations.
Individuals or organizations who have followed the procedure described above to resolve
complaints may choose to file an official objection with the U.S. Department of Housing and
Urban Development, North Carolina Field Office, 1500 Pinecroft Road, Suite 401, Greensboro, NC
27407. Persons may choose to file a complaint directly with HUD and not follow the local
complaint procedure established in #6 above. Following the local complaint procedures is not
required prior to filing an objection with HUD. However, citizens are encouraged to bring
complaints at the local level for resolution as HUD procedures require the Union County to
respond to any complaint filed. Therefore, more immediate resolution to a complaint is generally
at the County level.
SECTION XIII – AMENDMENTS TO THE PLAN:
Union County will provide residents with the opportunity to comment on this Citizen Participation
Plan. Copies of this proposed Citizen Participation Plan will be available at the Union County,
Office of Budget and Grants Management , and the County website
https://www.unioncountync.gov/. A public notice will be published in a local newspaper of general
circulation for a period of fifteen (15) calendar days prior to the adoption of the Citizen
Participation Plan by the County of Union in order for residents to comment on the plan. Copies
of the Citizen Participation Plan will be made available upon request, in a format accessible to
persons with disabilities. Substantial amendments to this plan will follow the same procedure as
the adoption of the original plan.
Revisions, amendments, and changes may be made to the Citizen Participation Plan at any time.
Residents will be afforded the opportunity to comment on any amendments to the Citizen
Participation Plan. A notice of the proposed amendments to the Citizen Participation Plan will be
published in the local newspaper of general circulation in the area, informing the public of the
availability of the Citizen Participation Plan and its proposed changes. The County will advertise
once and will notify residents that they have a period of up to fifteen (15) days from the date of
the newspaper notice to respond to the proposed changes in the Citizen Participation Plan.
SECTION XIV – EMERGENCY DECLARATIONS:
When a Declaration of an Emergency has been ordered by the President of the United States or
the Governor of North Carolina and regulatory flexibility is permitted by HUD, the County will
adhere to the following process concerning public hearings and public display of plans when
necessary for public health reasons. These emergency procedures will apply to the Five-Year
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Citizen Participation Plan Union County, North Carolina
Revised – June 2026 Page 13 of 13
Consolidated Plan, Annual Action Plan, Substantial Amendments, and initial plan submissions, as
permitted through a regulatory waiver authority or programmatic flexibility:
• If the County is unable to hold an open public hearing in person, the County will hold
virtual public hearings through conference calls or an online video conference platform,
as long as the public is able to provide comments during the virtual public hearing.
• If the County is not able to physically place the plans on public display at the locations
referenced in the Citizen Participation Plan, the County will place the plans on the County ’s
website (https://www.unioncountync.gov) and will also email copies of the plans to any
person who requests a copy of the plans via an email request.
• If the Union County Board of Commissioners is unable to conduct an open public forum
meeting, the County may approve the plans at a virtual Union County Board of
Commissioners meeting if an in-person meeting will not be held due to the Declaration of
an Emergency.
• If HUD has waived the public comment period for the Five-Year Consolidated Plan and
Annual Action Plan submission from thirty (30) to a lesser number of days, the public
notice will include the number of days in the reduced comment period for public
awareness.
• All other requirements relating to the County ’s Citizen Participation Plan for Five-Year
Consolidated Plans and Annual Action Plans remain in effect, including the consultation
requirements, as required by 24 CFR 91.105.
391
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-413 Agenda Date:7/20/2026
TITLE:..title
Grant Application - The Cannon Foundation
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application and make necessary
assurances and certifications associated with the grant application as substantially consistent with
this agenda item, which includes the authorization to execute documents related to award of the
grant and budget funds as appropriate.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Human Services is pursuing a renovation project for the existing group home, which
was previously used for other purposes. The group home will serve as a Crisis Stabilization Home for
foster youth in Union and Cabarrus Counties, providing short-term housing and supportive services
for youth in crisis while staff determine the most appropriate placement and/or treatment plan.
The goal of the project is to prevent foster youth from remaining in Social Services offices by offering
a safe, structured environment where services can be quickly wrapped around them during periods of
transition. This collaborative effort between Cabarrus County, Union County, Alexander Youth
Network, Partners LME/MCO, and BCBS Healthy Blue Care Together represents an innovative,
cross-system approach to addressing urgent placement needs. The home will include eight private
bedrooms, and with 68% of project funding already secured through state grants, the County is
currently working to obtain the remaining funds needed for completion.
The Cannon Foundation seeks to support human services, higher education, healthcare and
community. The Cannon Foundation was established in 1943 by Charles A. Cannon, President and
CEO of Cannon Mills Company. The Foundation continues his philanthropic legacy by funding capital
and equipment projects for organizations across Mr. Cannon’s home state of North Carolina.
FINANCIAL IMPACT:
The grant request will be for approximately $261,729. There is no match required for this grant.
Union County, NC Printed on 7/7/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-420 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
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-387 Agenda Date:7/20/2026
TITLE:..title
Union County Jail 2026 Bond Referendum Bond Order and Resolution Setting Bond Referendum
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Adopt Bond Order Authorizing the Issuance of $200,000,000 General Obligation Jail Bonds of the
County of Union, North Carolina and 2) adopt the Resolution Setting a Special Bond Referendum
and Directing the Publication of Notice of a Special Bond Referendum and Notification of the Union
County Board of Elections.
PRIOR BOARD ACTIONS:
1) June 16, 2026, Regular Meeting, Agenda Item #26-329 - The Board introduced Bond Order
Authorizing the Issuance $200,000,000 General Obligation Jail Bonds of the County of Union, North
Carolina and adopted Resolution of the County of Union, North Carolina Regarding Bond Order
Authorizing the Issuance of General Obligation Jail Bonds, Setting Public Hearing Thereon and
Directing Publication of Notice of Said Public Hearing.
2) May 18, 2026, Regular Meeting, Agenda Item #26-266 - The Board adopted Resolution of the
Board of Commissioners of the County of Union, North Carolina directing the Publication of Notice of
Intention to apply to the Local Government Commission for approval of $200,000,000 General
Obligation Jail Bonds and adopted resolution making Certain statements of facts concerning the
proposed jail bond issue and authorizing the application to the Local Government Commission for
$200,000,000 of general obligation jail bonds.
3) April 20, 2026, Regular Meeting, Agenda Item #26-212 - The Board authorized staff to move
forward with the necessary steps for a 2026 Bond Referendum to fund a new jail facility in the
amount of $200,000,000.
BACKGROUND:
General Obligations Bonds (GO) are widely considered the lowest-interest, most cost-effective
financing mechanism for long-term capital projects in North Carolina due to the pledge of the local
government's full faith, credit, and taxing power. For North Carolina counties, which are legally
required to provide secure, safe, and sanitary inmate housing, financing a jail through a GO bond
ensures that the borrowing costs are minimized for the taxpayers, as these bonds typically secure
better credit ratings than other debt options. The GO bond process is more rigorous than other
financing options (requiring a public vote), however the interest savings from a GO bond make it the
preferred tool for construction of a new jail.
The Bond Order lays out the purpose of the general obligation bond referendum that will be placed
on November 3, 2026, election ballot and the Resolution will set a Special Bond Referendum giving
Union County, NC Printed on 7/7/2026Page 1 of 2
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File #:26-387 Agenda Date:7/20/2026
direction to the Board of Elections for the bond referendum.
FINANCIAL IMPACT:
The estimated cumulative cost over the life of the bond, using the highest interest rate of 5.344%
charged for similar debt over the last twenty years is estimated at $312,224,000. The estimated
maximum annual debt service payment is $20,688,000 beginning in FY 2028 and commencing in FY
2047. The annual estimated amount of property tax liability increases for each $100,000 of property
tax value to service the cumulative cost over the life of the bond is estimated at $31.10. The annual
estimated amount of property tax liability increases for each $400,000 of property tax value to service
the cumulative cost over the life of the bond is estimated at $124.40 (based on 3.11¢ increase in the
ad valorem property tax rate). These estimates are based on the legislative requirements of NC
Session Law 2022-53 for bond referendums.
Union County, NC Printed on 7/7/2026Page 2 of 2
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PPAB 13665606v1
BOND ORDER AUTHORIZING THE ISSUANCE OF $200,000,000 GENERAL OBLIGATION
JAIL BONDS OF THE COUNTY OF UNION, NORTH CAROLINA
WHEREAS, the Board of Commissioners of the County of Union, North Carolina (the
“County”) has ascertained and hereby determines that it is necessary to pay the capital costs of
providing for the design, construction, furnishing and equipping of a new jail facility; and
WHEREAS, an application has been filed with the Secretary of the Local Government
Commission of North Carolina requesting Local Government Commission approval of the
General Obligation Jail Bonds hereinafter described as required by the Local Government Bond
Act, and the Clerk to the Board of Commissioners has notified the Board of Commissioners that
the application has been accepted for submission to the Local Government Commission.
NOW, THEREFORE, BE IT ORDERED by the Board of Commissioners of the County of
Union, North Carolina, as follows:
Section 1. In order to raise the money required for the purposes described above, in
addition to any funds which may be made available for such purpose from any other source,
General Obligation Jail Bonds of the County are hereby authorized and will be issued pursuant
to the Local Government Finance Act of North Carolina. The maximum aggregate principal
amount of such General Obligation Jail Bonds authorized by this order will be $200,000,000.
Section 2. Taxes will be levied in an amount sufficient to pay the principal and
interest of the General Obligation Jail Bonds.
Section 3. A sworn statement of the County’s debt has been filed with the Clerk to
the Board of Commissioners and is open to public inspection.
Section 4. This bond order will take effect when approved by the voters of the
County at a referendum scheduled for November 3, 2026.
READ, APPROVED AND ADOPTED this 20th day of July, 2026.
Clerk to the Board of Commissioners Chairman
APPROVED AS TO FORM:
County Attorney
396
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
397
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
398
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
399
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
400
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-388 Agenda Date:7/20/2026
TITLE:..title
NC Department of Public Safety Juvenile Crime Prevention Council Revised Funding Plan FY 2026-
2027
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
1) Adopt Revised JCPC County Funding Plan for FY 2026-2027 and 2) authorize the Finance
Director to approve the grant agreements and documents related to such grant agreements during
their term.
PRIOR BOARD ACTIONS:
June 16, 2026, Regular Meeting, Agenda Item # 26-323 - 1) Approved County Funding Allocation
Plan, Annual Plan and Certification for FY 2026-2027, 2) authorized the Finance Director to approve
the grant agreements and documents related to such grant agreements during their term, and 3)
authorized the County Manager to appropriate JCPC Funding as approved in the funding plan by a
County Manager's Budget Amendment in FY 2027.
BACKGROUND:
The Juvenile Crime Prevention Council (JCPC) is a Board appointed by Commissioners, as defined
by State Statutes. The JCPC provides funding and monitors Community Based alternatives to
juvenile incarceration and provides funding for substance abuse prevention strategies and programs.
Funding for JCPC programs is generally adopted in the State Budget and assigned to County
programs by a formula grant. Normally, a county JCPC approves a budget for the upcoming fiscal
year, which is then submitted to the North Carolina Department of Public Safety Juvenile Justice and
Delinquency Prevention (the DJJ). The attached funding plan was developed and approved by the
JCPC Board and represents the Board's plan for how the funds will be spent for the 2026-2027 fiscal
year. This request will be included in the State’s DJJ budget which is planned for 2026-2027.
The JCPC Board approved $476,439 for County programs for the 2026-2027 fiscal year. The
Funding Plan allocates funding from the State to the following programs: Life Connections D-A-S-H
Counseling Services $100,000, Transforming Youth Movement-Transforming Futures $125,000,
Transforming Youth Movement- Union County Teen Court Program $40,790, Aspire Youth and Family
Kids at Work $75,312, JCPC Administration $9,502, Arts Related Innovative Student Empowerment
(ARISE) Union-KRE8IVU $50,000, The Connection Center $45,835, and New Covenant Community
Development Center - Next Step Youth Program $30,000.
The JCPC budget is normally approved as a "pass through" line item in the County budget, meaning
that the amount approved by the State is received by the County and then used for the JCPC
Union County, NC Printed on 7/7/2026Page 1 of 2
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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.
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29baca37-69ad-44d4-90ac-95f9137e7f45
06/19/2026
BoldSign Document ID: f8113553-0897-4d31-86cb-df9a04b4e8c7
403
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
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-414 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
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RESOLUTION AUTHORIZING SURPLUS PROPERTY SALE BY INTERNET AUCTION
WHEREAS, G.S. 160-270(c) allows Union County to sell personal property at electronic auction
upon adoption of a resolution authorizing the Procurement Director or her designee to dispose of the
property at electronic auction; and
WHEREAS, the Procurement Manager has developed a list of these items as shown on Attachment
“A” for review by the Board of Commissioners for disposal by electronic auction;
NOW, THEREFORE, BE IT HEREBY RESOLVED by the Union County Board of Commissioners
that the items of personal property included on Attachment “A” and incorporated herein by reference, be
declared surplus and that the Director of Procurement and Contract Management or his designee be
authorized to sell at electronic auction, beginning July 23, 2026, at 10:00 a.m. and ending August 6, 2026, at
10:00 a.m. as indicated on Attachment “A”, the surplus property described on Attachment “A”, as per the
terms and conditions as specified in the County’s existing contract with the on-line auction Service Provider
to the highest bidders.
BE IT FURTHER RESOLVED that the Director of Procurement and Contract Management or
his designee is authorized to execute any and all documents necessary to transfer said property on
behalf of Union County.
BE IT FURTHER RESOLVED that the terms of sale applicable at the aforementioned auction of the
items listed on Attachment “A” shall be as follows:
1. Sale to the highest bidder with all sales final.
2. All items sold “as is” and “where is” with no warranty, expressed or implied, which extends
beyond the description of the items.
3. Purchasers must remove item(s) within ten business days from the time and date of issuance
of the Buyer’s Certificate. The equipment is to be picked up at 2125 Austin Chaney Road,
Wingate, NC 28174. Purchasers shall bear sole risk of loss for all items remaining on the
premises ten (10) calendars days from the time and date of issuance of the Buyer’s
Certificate.
4. Payment must be made online through the on-line auction Website. Payment in full is due
not later than five (5) calendar days from the time and date of the Buyer’s Certificate.
Payment cannot be accepted onsite.
BE IT FURTHER RESOLVED that payment of advertising and miscellaneous expenses be paid
from the proceeds of the sale.
Adopted this 20th day of July, 2026.
ATTEST:
Lynn G. West, Clerk to the Board Brian Helms, Chair
406
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
407
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 7/15/2026Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-429 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 7/15/2026Page 1 of 2
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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 7/15/2026Page 2 of 2
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RESOLUTION AUTHORIZING SURPLUS PROPERTY SALE BY INTERNET AUCTION
WHEREAS, G.S. 160-270(c) allows Union County to sell personal property at electronic auction
upon adoption of a resolution authorizing the Procurement & 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
411
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
412
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-362 Agenda Date:7/20/2026
TITLE:..title
Tax Refunds, Releases and Prorations Approved by Finance Officer
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a Resolution Delegating Authority for
Tax Releases and Refunds of less than $100 to Union County's Finance Officer. The resolution and
NC GS 105-381(b) require such refunds to be reported to the Board regarding actions taken on
requests for releases or refunds. All such actions shall be recorded in the Board's minutes. NC GS
105-330.6 authorizes the tax collector to direct an order for a tax refund of prorated taxes to the
county finance officer related to surrendering of registered motor vehicle plates. The finance officer
shall issue a refund to the vehicle owner. The attached report is for May 2026 NCVTS releases and
refunds less than $100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/7/2026Page 1 of 1
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Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
001 TAX ($53.93)$0.00
600 TAX ($81.57)$0.00
020 TAX ($22.17)$0.00
003 TAX ($5.09)$0.00
005 TAX ($2.16)$0.00
004 TAX ($18.66)$0.00
002 TAX ($128.50)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $34.27 $0.00
200 TAX ($88.70)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $9.31 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($18.20)$0.00
500 TAX ($46.96)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.45)$0.00
003 TAX ($1.72)$0.00
005 TAX ($0.73)$0.00
004 TAX ($6.30)$0.00
002 TAX ($43.36)$0.00
Refund
001 TAX ($2.98)$0.00
020 TAX ($1.23)$0.00
003 TAX ($0.28)$0.00
005 TAX ($0.12)$0.00
004 TAX ($1.03)$0.00
002 TAX ($7.11)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($17.29)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $2.83 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $5.32 $0.00
200 TAX ($13.77)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $1.34 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($15.22)$0.00
600 TAX ($23.02)$0.00
019 TAX ($6.72)$0.00
003 TAX ($1.43)$0.00
005 TAX ($0.61)$0.00
004 TAX ($5.27)$0.00
002 TAX ($36.27)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($50.65)$0.00
200 VEHICLE FEE ($30.00)$0.00
027 TAX $6.11 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($4.02)$0.00
600 TAX ($6.09)$0.00
023 TAX ($1.53)$0.00
003 TAX ($0.38)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.39)$0.00
002 TAX ($9.59)$0.00
Refund
ALLEN, BRENDA
HELMS
3501 TROPHY
DR
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
($18.66)
($128.50)
$312.08
ALLISON,
THAYER STEM
JR
ALLISON,
THAYER STEM
JR
ALLISON,
JULIE MERIDEE
2008 IVY POND
LN
INDIAN TRAIL,
NC 28079
Adjustment <
$100 0090653180 WBJ9877 PENDING 1113282117
Refund Generated due
to adjustment on
Bill #0090653180-
2025-2025-0000
($53.93)
($81.57)
($22.17)
($5.09)
($2.16)868290619
Refund Generated due
to proration on Bill
#0091184994-2025-
2025-0000-00
Other
Errors 5/27/2026 5/28/2026INDIAN TRAIL,
NC 28079 Proration 0091184994 RLT1489 AUTHORIZEDALLEN, BRENDA
HELMS
AMBROSE,
ANTHONY JOE
AMBROSE,
ANTHONY JOE
2501 TRADING
FORD DR
Situs error 5/14/2026
$0.00
$34.27
($88.70)
($30.00)
$9.31
$0.00
$0.00
$0.00
$0.00
$75.12
ANDRONIK,
TATIANA
2426 OLD
EVERGREEN
PKWY
($0.73)
($6.30)
($43.36)
$124.72
($18.20)
($46.96)
$0.00
($7.45)
($1.72)992332736
Refund Generated due
to proration on Bill
#0076236251-2025-
2025-0000-00
Vehicle
Sold 5/27/2026 5/28/2026WAXHAW, NC
28173 Proration 0076236251 VCT1874 AUTHORIZED
($7.11)
$12.75
ANGARITA
GONZALEZ,
ELANNIE
ALEJANDRA
ANGARITA
GONZALEZ,
ELANNIE
ALEJANDRA
1622 SEMINOLE
LN
CARPENTERSVIL
LE, IL 60110
Adjustment <
$100 0091232015 MDA7130 PENDING 992258680
Refund Generated due
to adjustment on
Bill #0091232015-
2025-2025-0000
Situs error
($2.98)
($1.23)
($0.28)
($0.12)
($1.03)
742381566
Refund Generated due
to proration on Bill
#0069867108-2025-
2025-0000-00
Vehicle
Sold 5/15/2026 5/18/2026INDIAN TRAIL,
NC 28079 Proration 0069867108 KDM5831 AUTHORIZEDANDRONIK,
TATIANA
ARTURO
HERNANDEZ
PEREZ SVCS
ARTURO
HERNANDEZ
PEREZ SVCS
4913 W
UNIONVILLE
INDIAN TRAIL
RD
5/26/2026
$0.00
($17.29)
($30.00)
$2.83
$0.00
$0.00
$0.00
$0.00
$44.46
$0.00
$0.00
$0.00
$0.00
$37.11
$0.00
$5.32
($13.77)
($30.00)
$1.341112966901
Refund Generated due
to adjustment on
Bill #0090550760-
2025-2025-0000
Situs error 5/13/2026INDIAN TRAIL,
NC 28079
Adjustment <
$100 0090550760 RLN6155 PENDING
BAKER, CHETT
WRISTON
BAKER, CHETT
WRISTON
5726 OLD
PAGELAND
MARSHVI
MARSHVILLE RD MONROE, NC
28112
Adjustment <
$100 0090453298 WAT9960 PENDING 989584024
Refund Generated due
to adjustment on
Bill #0090453298-
2025-2025-0000
($15.22)
($23.02)
($6.72)
($1.43)
($0.61)864386684
Refund Generated due
to proration on Bill
#0063535437-2025-
2025-0000-00
Vehicle
Sold 5/6/2026 5/7/2026MONROE, NC
28110 Proration 0063535437 JAS6688 AUTHORIZEDBAJIC, ADEM BAJIC, ADEM 2106 LANDEN
CHASE DR
Situs error 5/14/2026
$0.00
($50.65)
($30.00)
$6.11
$0.00
$0.00
$0.00
$0.00
$74.54
($5.27)
($36.27)
$88.54
($4.02)
($6.09)
($1.53)
($0.38)
($0.16)868290094
Refund Generated due
to proration on Bill
#0049678019-2025-
2025-0000-00
Vehicle
Sold 5/27/2026 5/28/2026INDIAN TRAIL,
NC 28079 Proration 0049678019 DLF7899 AUTHORIZEDBARZOFF,
DAVID CHARLES
BARZOFF,
DAVID CHARLES
1605 PAINTED
HORSE DR
($1.39)
($9.59)
$23.16
Page 1 of 17
414
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
415
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
416
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
417
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
418
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
419
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
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
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
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 ($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
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 ($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
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 ($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
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 ($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
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 $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
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 ($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
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 ($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
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 ($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
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 $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
430
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™431
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
432
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
433
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
434
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
435
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™436
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
437
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
438
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
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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
440
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
441
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
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File #:26-416 Agenda Date:7/20/2026
·Percent of Actual + Permitted Flows = 34.0%
·Actual Flows (MGD)= 0.017
·Actual + Permitted Obligated Flows (MGD)= 0.017
Grassy Branch
·Percent of Actual Flows = 72.0%
·Percent of Actual + Permitted Flows = 74.0%
·Actual Flows (MGD)= 0.036
·Actual + Permitted Obligated Flows (MGD)= 0.037
In addition to the wastewater treatment capacities, flow volumes associated with development
projects that are in the planning and review process within the Twelve Mile Creek and Crooked Creek
WRF service areas are provided for information as well. Development flow volumes through June
2026 are summarized in the attached tables.
FINANCIAL IMPACT:
None
Union County, NC Printed on 7/7/2026Page 2 of 2
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Water Reclamation Facility Flows
WRF
Permitted
Capacity
(MGD)
Actual
Average
Daily Flow1
(MGD)
Percent
of Actual
Flow
Used
Actual +
Permitted
Obligated
Flows (MGD)
Percent of
Permitted
Flow Used
Actual
Rainfall
(in)
Twelve Mile Creek 7.5 5.168 68.9% 6.760 90.1% 3.2
Crooked Creek 1.9 1.223 64.4% 1.781 93.7% 3.0
Olde Sycamore 0.15 0.039 26.0% 0.039 26.0% 3.4
Tallwood 0.05 0.017 34.0% 0.017 34.0% 3.2
Grassy Branch 0.05 0.036 72.0% 0.037 74.0% 2.9
1Based on a 12-month rolling average.
Development Flows
12-Mile Creek WRF
Backlog Type Number of Projects Requested Flow (MGD)
Approved – Permit Submittal Pending 3 0.037
Engineering Plan Review 14 0.427
Sketch Plan Review 11 0.283
Totals 28 0.747
Crooked Creek WRF
Backlog Type Number of Projects Requested Flow (MGD)
Approved – Permit Submittal Pending 3 0.055
Engineering Plan Review 8 0.195
Sketch Plan Review 9 0.156
Totals 20 0.406
444
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
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Communications
Monthly Report
June 2026
446
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 447
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 448
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 449
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
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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
451
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:
To make a decision on this rezoning petition, the Board of Commissioners can consider the following
motions:
To approve the proposed amendment (the proposal is consistent with the current plan)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North
Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
To deny the proposed amendment (the proposal is inconsistent with the current plan)
Motion
(i) Deny rezoning petition CZ-2026-005 from Jeremy McAteer; and (ii) adopt the consistency and
reasonableness statement for denial
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.
Union County, NC Printed on 7/16/2026Page 1 of 2
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File #:26-368 Agenda Date:7/20/2026
A public hearing was conducted on June 16. No one spoke for or against the rezoning.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/16/2026Page 2 of 2
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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 454
455
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
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3
8
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4
3
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5
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2
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3'
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P
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C/L OF DITCH
(PER UNION COUNTY GIS)
C/L OF DITCH
C/L OF
DITCH
294.76
S81°10'
4
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30' Power Easeme
n
t
(
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)
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
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648
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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
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N
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T
B
A
C
K
50' REAR
S
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T
B
A
C
K
20' SIDEYARDAPPROXIMATE SEPTIC SYSTEM AREA
LOCATION SUBJECT TO PERC. TEST
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'20' SIDEYARDPROPERTY BOUNDARYPROPERTY BOUNDARYPROPERTY
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EX.
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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
(
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8
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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
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6
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.87
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3
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4
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53
2
.
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N56°3
3
'
0
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E
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S75°51'27"
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296.81'N05°11'46"E892.88'N61°1
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4
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E
418.8
6'L6L7L8
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DB. 237 PG. 140 (PORTION)
CP
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)(60' PUBLIC RIGHT OF WAY)240.02
N80°30'03"
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639.22
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*SEE AREA TABLEDB. 237 PG. 140 (PORTION)
200.70
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398399400401402403404405406407408409410411
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.
)
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
456
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.
457
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
458
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
459
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.
460
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.
461
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.
462
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.
463
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
464
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.
465
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.
466
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.
467
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.
468
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
469
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
470
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:
To make a decision on this rezoning petition, the Board of Commissioners can consider the following
motions.
To approve the proposed amendment (the proposal is consistent with the current plan)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North
Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
To deny the proposed amendment (the proposal is inconsistent with the current plan)
Motion
(i) Deny rezoning petition CZ-2026-007 submitted by R. Dean Harrell; and (ii) adopt the consistency and
reasonableness statement for denial
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,
Union County, NC Printed on 7/16/2026Page 1 of 2
powered by Legistar™471
File #:26-369 Agenda Date:7/20/2026
although one resident submitted written comments noting concerns that had been addressed with
revised conditions.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 7/16/2026Page 2 of 2
powered by Legistar™472
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 473
474
475
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
476
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
477
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.
478
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.
479
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.
480
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.
481
7
2050 Plan Land Use Map
2014 Plan Land Use Map
482
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.
483
9
484
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.
485
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
486
rezoning include any increased noise, light, and traffic exposure resulting from the
proposed use that could affect nearby properties.
487
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.
488
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
489
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
490
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
Board Discussion on Public Schools Statutory 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:
The Board of Commissioners requested that staff place this item on the agenda for discussion and
provide direction to staff regarding this issue.
FINANCIAL IMPACT:
None
Union County, NC Printed on 7/15/2026Page 1 of 1
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