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Staff Review Draft Agenda Package 21-Sep-26Monday, September 21, 2026 6:00 PM Union County, NC Union County Government Center 500 North Main Street Monroe, North Carolina Meeting Agenda Board Room, First Floor Board of Commissioners Chair Brian Helms Vice Chair Christina Helms Commissioner Clancy Baucom Commissioner Melissa Merrell Commissioner Errol Wedra 1 Board of Commissioners Meeting Agenda September 21, 2026 Closed Session - 5:15 PM Opening of Meeting - 6:00 PM Invocation - Commissioner Clancy Baucom Pledge of Allegiance Informal Comments Public Hearing(s) Public Hearing - Rezoning Petition RZ-2026-010 Light Industrial26-513 INFORMATION CONTACT: Bjorn Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Conduct public hearing for proposed rezoning . PRIOR BOARD ACTIONS: None BACKGROUND: This case is a request to rezone a 26.06 acre parcel appearing on the tax map as tax parcel 04-039-012 located on US 601 from RA-40 to Light Industrial. This is a straight rezoning and there are no site plan or conditions associated with this request . The Land Use Board unanimously recommended approval of this rezoning request at its August 18, 2026, meeting, citing consistency with the Land Use Map. No members of the public spoke at the meeting . 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 RZ-2026-010 from Randall York; and (ii) adopt the consistency and reasonableness statement for denial . Page 1 of 32 2 Board of Commissioners Meeting Agenda September 21, 2026 FINANCIAL IMPACT: None. Public Hearing - FY2028 5311 Administrative (Non-Urbanized Area Formula Program) Transportation Grant Application and FFY 2026 5307 Urbanized Area Formula Funding Application 26-516 INFORMATION CONTACT: Theresa Torres, Human Services Agency - Transportation, Director, 704-283-3598 ACTION REQUESTED: Conduct a public hearing to accept public comments regarding the application for funding through the FY 2028 5311 Administrative Grant and FFY26 5307 Urbanized Area Formula Funding Application . PRIOR BOARD ACTIONS: None. BACKGROUND: 5311 Administrative Transportation Grant Application (FY 2028) The annual 5311 Administrative (Non-Urbanized Area Formula Program) is intended to provide financial assistance for the support of public transportation services which are open to the general public on a regular and continuing basis, and to enable maximum feasible coordination with other rural transportation services. 5311 funds can be used for the costs of transit planning activities, transit operations, and the purchase of capital equipment or facilities to aid in the provision of transit services in rural and small urban areas, as well as provide funds for state-level administration. Union County Transportation's 5311 application is submitted only for Administrative expenses and includes no operational components . This 5311 Administrative application will be reviewed by our NCDOT Mobility Specialist, who will then provide a recommendation to the NC Board of Transportation, which is responsible for determining the final award amounts. The federal share for eligible 5311 administration costs may not exceed 80% of the project's net cost . The State share is 5 percent, and the local share is 15 percent of eligible costs. However, State funding is subject to State appropriations and availability of funds . Historically, State funds have been made available, but starting in FY 2021, NCDOT has directed local governments to be prepared to cover the full 20 percent share, with the assumption that State funds may not be available . The County's 5311 Administrative funding level for FY2028 will be $284,825, which includes 80% Federal funding ($227,860) and County funds of a maximum 20% ($56,965). If State funding is awarded at the expected 5% ($14,241), then the local share would be reduced to 15% ($42,724). The FY2028 grant application for 5311 Administrative funds is due October 2, 2026. It will cover a one-year performance period from July 1, 2027, to June 30, 2028. 5307 Urbanized Area Formula Funding Application (FFY 2026) Page 2 of 32 3 Board of Commissioners Meeting Agenda September 21, 2026 The 5307 Urbanized Area Formula Funding program makes federal resources available to urbanized areas for transit capital and operating assistance in urbanized areas and for transportation-related planning . Eligible 5307 activities include planning, engineering, design, and evaluation of transit projects and other technical transportation-related studies; capital investments in bus and bus-related activities such as replacement, overhaul, and rebuilding of buses, crime prevention and security equipment and construction of maintenance and passenger facilities; and capital investments in new and existing fixed guideway systems including rolling stock, overhaul and rebuilding of vehicles, track, signals, communications, and computer hardware and software . All preventive maintenance and some Americans with Disabilities Act complementary paratransit service costs are considered capital costs . Operating assistance is only an eligible expense for urbanized areas with populations less than 200,000. 5307 funds allocated to the Charlotte urbanized area are distributed using a formula that considers population, bus fleet, and transit service provided in its urbanized area outside of Charlotte, which includes the remainder of Mecklenburg County, Iredell County, York County, and Union County. Based on the current distribution formula created by the Charlotte Area Transit System (CATS)/Metropolitan Public Transportation Authority (MPTA) and approved by the Charlotte Regional Transit Planning Organization (CRTPO), Union County will receive up to $1,42,387 in Federal 5307 funds from FFY26. This funding will be used for both operating expenses, which require a 50% local match, and capital expenses, which require a 20% local match. The 5307 Grant will result in an award of Federal Fiscal Year (FFY) 2026 Federal Transportation Administration (FTA) funds to Union County . Funds awarded during a given fiscal year are initially awarded for a one-year period of performance, but that may be extended if needed to enable them to be drawn down for five years after the start of the federal fiscal year of the award . Thus, funds awarded for the 5307 application can be drawn down through June 30, 2031. In Union County, 5307 operational-related services are currently provided using demand response, subscription, and contracted fixed-route service . These services are rendered by Union County Transportation, or its subcontractors, and CATS /MPTA. Union County’s Transportation and Planning staff have developed a list of activities for these funds, which include paying for 50 percent of the cost of the existing Union County 74X Express bus service and provision of demand-response service in the urbanized portions of the County . The funding used for capital-related items will be used for the purchase of security-related items as required by the 1% Security Minimum Requirement and facility renovations . FINANCIAL IMPACT: None. Staff Recognition Page 3 of 32 4 Board of Commissioners Meeting Agenda September 21, 2026 Recognize Lifesaver Award Recipients26-526 INFORMATION CONTACT: Patrick Niland, County Manager ’s Office, Deputy County Manager, 704-283-3630 ACTION REQUESTED: Present the Lifesaver Award to Sheriff's Office Deputy Brandie Grant and Deputy Lucas Jacobs. PRIOR BOARD ACTIONS: None. BACKGROUND: Two Union County Sheriff ’s Office deputies are being recognized with the Lifesaver Award for their actions during separate emergencies in which their quick thinking, training and decisive actions helped save lives . Deputy Brandie Grant was the first responder to arrive at a medical emergency in Indian Trail involving an individual experiencing a complete airway obstruction. She immediately performed the Heimlich maneuver, successfully clearing the obstruction and restored the individual ’s ability to breathe. Deputy Lucas Jacobs is being recognized for his response to a volatile domestic disturbance during which two individuals required immediate medical attention. After bringing the situation under control, Jacobs provided lifesaving aid to one critically injured individual while directing fellow deputies in providing emergency care to the other . His leadership and actions helped preserve both lives until emergency medical personnel arrived. The Lifesaver Award is presented to Union County employees whose actions directly contribute to saving a life . FINANCIAL IMPACT: None. A Moment of Change Documentary Screening and Panel Discussion26-528 INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: Receive information about and promote upcoming event . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County will host a public screening of A Moment of Change on Thursday, Sept. 24, 2026, at Wingate University. Produced by 100 Strong Productions, the documentary and visual storytelling division of the North Carolina Association of County Commissioners, the film features six North Carolina counties, including Union County, and examines how county governments are addressing growth, changing community needs and other challenges while working to preserve the unique characteristics of their communities. Union County's segment includes interviews with Page 4 of 32 5 Board of Commissioners Meeting Agenda September 21, 2026 Board of Commissioners Chairman Brian Helms and County staff highlighting growth-related challenges and strategic initiatives underway to plan for the County's future . The documentary screening will be followed by a panel discussion with County leaders focused on Union County's approach to thoughtfully manage growth, including efforts related to rural land use planning, land preservation, agriculture, and economic development . The event is free and open to the public; however, seating is limited and advanced registration is required. Additional event information and registration details are available on unioncountync .gov. FINANCIAL IMPACT: None. Consent Agenda Grant Application & Allocate Additional FTEs - North Carolina Governor’s Highway Safety Program - Union County Sheriff’s Office Toxicology Lab Expansion 26-530 INFORMATION CONTACT: Dorothy Thomas, Sheriff ’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: 1) Authorize the County Manager to submit the GHSP grant application and provide required 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, and 2) authorize the addition of two (2) FTEs. PRIOR BOARD ACTIONS: February 17, 2026, Regular Meeting, Agenda Item #26-071 - Authorized 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 . BACKGROUND: The Union County Sheriff ’s Office is eligible to receive a grant from the North Carolina Governor’s Highway Safety Program (GHSP). The grant will fund two (2) positions in the Union County Sheriff ’s Office Crime Lab, with no local match required. The Crime Lab is expanding toxicology services to surrounding counties, increasing the volume of blood alcohol and blood drug kits associated with Driving While Impaired (DWI) cases. This regional expansion allows agencies in neighboring jurisdictions to send blood toxicology kits directly to Union County’s Crime Lab for testing. The GHSP grant provides funding for: ·One (1) Lead Forensic Chemist (Pay Grade O) Page 5 of 32 6 Board of Commissioners Meeting Agenda September 21, 2026 ·One (1) Forensic Chemist I (Pay Grade M) These positions will increase caseload capacity, reduce processing times, alleviate backlogs, and minimize delays that can contribute to speedy-trial issues or case dismissals. Faster turnaround times support higher conviction rates and reduce recidivism among impaired drivers . These improvements will enhance roadway safety and reduce impaired-driving related fatalities and injuries both within Union County and neighboring regions. The grant is a one-year award covering 100% of costs associated with these positions. Two additional one-year continuation awards may be available, reimbursing approximately 85% in year two and 70% in year three. Requested Personnel: ·Forensic Chemist I (PG M) - approximate salary : $94,154.29 + benefits ·Lead Forensic Chemist (PG O) - approximate salary : $107,293.52 + benefits FINANCIAL IMPACT: None. This is a reimbursement grant with expenditures made in arrears on a quarterly basis. The cost associated with this initial grant period is approximately $288,900, with 100% reimbursement by GHSP . This includes salary, benefits calculated at FY 2026 rates, and minimal operational costs (equipment and training) totaling $30,000. No vehicles are associated with the request . Contract Amendment - In-Car Video Services26-540 INFORMATION CONTACT: Dorothy Thomas, Union County Sheriff ’s Office, Business Manager, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: 1) November 20, 2023, Regular Meeting, Agenda Item #23-787 - Original Agreement Approved 2) September 16, 2024, Regular Meeting, Agenda Item #24-632 - Amendment Approved BACKGROUND: Union County and Utility Associates, Inc . entered into an agreement dated December 1, 2023, whereby the Supplier provides IT equipment, software, and services. This Amendment provides additional IT equipment and software services. Items include ROCKET In-Car Video SaaS, ROCKET In-Car Video HaaS, and ROCKET Tablet HaaS units, to Page 6 of 32 7 Board of Commissioners Meeting Agenda September 21, 2026 run coterminous with the current agreement through December 31, 2028. 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 for new Union County Sheriff ’s vehicles will be made using Sourcewell Contract 051321-UTI quoted by Utility, Inc. FINANCIAL IMPACT: The anticipated cost for the Body Camera Equipment is $150,231,64 and is budgeted accordingly for FY2027 with future expenditures dependent upon annual BOCC budget appropriation . Purchase - Motorola APX N70 Portable Radios and APX 4500 Mobile Radios 26-544 INFORMATION CONTACT: Dorothy Thomas, Union County Sheriff ’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: 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 requests approval to purchase Motorola APX N70 portable radios and Motorola APX 4500 mobile radios to support mission-critical communications for deputies . The APX N70 offers affordable, next-generation communication without compromising P25 interoperability or voice and data quality . It provides durable, easy-to-use functionality for efficient communication between first responders. 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 for new Union County Sheriff ’s vehicles will be made using North Carolina Statewide Term Contract 19144 - 725G quoted by Dana Safety. FINANCIAL IMPACT: The anticipated cost for the Vehicle Upfit Equipment is $194,948.80 and is budgeted accordingly for FY2027. Contract - Twelve-Mile Creek Biosolids Services26-539 INFORMATION CONTACT: Christopher Clark, Union County Water - Water and Wastewater Page 7 of 32 8 Board of Commissioners Meeting Agenda September 21, 2026 Operations, Director, 704-296-4215 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water owns and operates the Twelve-Mile Creek Water Reclamation Facility, which produces biosolids as a byproduct of the wastewater treatment process . The facility generates approximately 12,000 wet tons of biosolids annually. Federal and state regulations require these biosolids to be managed and disposed of using approved methods that protect public health and the environment . This contract provides for the transportation, processing and beneficial reuse of the biosolids at a permitted composting facility. The Procurement Department partnered with Union County Water to issue Request for Proposal 2026-072 Twelve-Mile Creek WRF Biosolids Services. On May 19, 2026, one proposal was received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. As a result, the team requests approval to enter into a contract with the top scoring/ranked preferred offeror, McGill Environmental Systems of NC, Inc. to provide Biosolids disposal services. FINANCIAL IMPACT: The anticipated annual cost for this service is $1,500,000. Since this contract contains an initial term of three years with five additional one-year renewal options, a total of $12,000,000 is estimated to be spent . Funding is available in the adopted FY 2027 budget with future expenditures subject to annual BOCC budget appropriation . Sole Source Standardization Approval - Twelve Mile Creek Water Reclamation Facility Disc Filter Replacement Panels 26-514 INFORMATION CONTACT: Christopher Clark, UC Water - Water & Wastewater Operations, Director, 704-296-4215 ACTION REQUESTED: 1) Approve the sole source /standardization exception and authorize the purchase of 588 replacement disc filter panels for the Kruger /Hydrotech Discfilter system at the Twelve Mile Creek Water Reclamation Facility from Veolia Water Technologies, Inc ., pursuant to N.C.G.S. § 143-129(e) (6) and Section 3.8 of the Union County Procurement Policy; and 2) authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water operates a Kruger /Hydrotech Discfilter Page 8 of 32 9 Board of Commissioners Meeting Agenda September 21, 2026 (HSF2222/21-1F) system at the Twelve Mile Creek Water Reclamation Facility. The installed system contains 21 discs and uses 588 replaceable filter panels. The proposed purchase will replace the filter panels used by the existing automatic filtration system . Replacement panels must be compatible with the installed proprietary system. Veolia Water Technologies, Inc . has confirmed that Kruger is the sole engineering design proprietor of the Kruger /Hydrotech Discfilter system and that associated parts are engineered to Kruger specifications and recommendations. Veolia supplies the required proprietary replacement panels. The County previously completed two competitive procurement processes for these replacement filter panels : IFB 2024-080, 12 Mile Filter Panel Purchase, and IFB 2026-026, FY26 Disc Filter Purchase. In each instance, the initial solicitation received only one bid and was rebid due to the lack of additional participants . Veolia Water Technologies, Inc . was the only participating vendor following each rebid and, after the competitive process was completed, received the award in both procurements. Accordingly, both prior purchases were competitively solicited and awarded; the repeated results nevertheless confirmed that Veolia was the only vendor able to supply panels meeting the County's compatibility requirements. Using panels not designed for the existing Kruger /Hydrotech system would create compatibility and performance risks and could require modification or replacement of installed equipment . Standardizing with the proprietary panels supplied by Veolia allows the County to maintain the existing equipment and its intended treatment performance . Because standardization and compatibility with the existing equipment are the overriding considerations with this purchase, as well as the required product being available only from one source (Veolia), the purchase qualifies for the exception provided by N .C.G.S. § 143-129(e)(6) and Section 3.8 of the Union County Procurement Policy . This exception is tied to the County's continued use of the existing Kruger /Hydrotech equipment and its related compatibility requirements . If the equipment or compatibility requirements change, future purchases will be evaluated under the applicable competitive procurement process . FINANCIAL IMPACT: The quoted cost for 588 replacement filter panels is $140,283.10, including estimated freight and sales tax . The purchase will be funded by Union County from budget account 60026753-5352. Crooked Creek WRF Improvements - Design-Build Project Delivery Method Authorization 26-515 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: 1) Authorize design-build as the alternative delivery method for the Page 9 of 32 10 Board of Commissioners Meeting Agenda September 21, 2026 Crooked Creek Water Reclamation Facility (WRF) Operation Improvements project, having concluded that design-build is the best option for completing the project, and 2) establish the criteria for determining the circumstances under which the design-build method is appropriate for the Crooked Creek WRF Operation Improvements project . PRIOR BOARD ACTIONS: None. BACKGROUND: The Capital Improvement Program, as adopted by the Board of County Commissioners (BOCC), includes an allocation for improvements at the Crooked Creek WRF that are necessary for the long-term maintenance and operation of the facility. The purpose of the Crooked Creek WRF Improvements project is to allow for continued reliable operation with appropriate equipment and redundancy for at least the next twenty years . Improvements considered for the project include those identified in the Crooked Creek WRF Continued Operation Assessment dated August 29, 2025. In accordance with G.S. 143-128.1A, design-build delivery services may be used by the public entity only after the public entity has concluded that design-build delivery is in the best interest of the project, and the public entity has established the criteria used for determining the circumstances under which the design-build method is appropriate for the project . The criteria shall address, at a minimum, all of the following : 1)The extent to which the governmental entity can adequately and thoroughly define the project requirements prior to the issuance of the request for qualifications for a design-builder . 2)The time constraints for the delivery of the project . 3)The ability to ensure that a quality project can be delivered . 4)The capability of the governmental entity to manage and oversee the project, including the availability of experienced staff or outside consultants who are experienced with the design-build method of project delivery. 5)A good-faith effort to recruit and select small business entities . The governmental entity shall not limit or otherwise preclude any respondent from submitting a response so long as the respondent, itself or through its proposed team, is properly licensed and qualified to perform the work defined by the public notice issued under G.S. § 143-128.1A(c). 6)The criteria utilized by the governmental entity, including a Page 10 of 32 11 Board of Commissioners Meeting Agenda September 21, 2026 comparison of the advantages and disadvantages of using the design-build delivery method for a given project in lieu of the delivery methods identified in subdivisions (1), (2), and (4) of G.S. § 143-128(a1). Establishment of Criteria and Application of Criteria: Staff propose adoption of the following criteria for the completion of the Crooked Creek WRF Improvements project that will consist of recommended improvements identified in the Crooked Creek WRF Continued Operation Assessment dated August 29, 2025: Criteria #1 The County must define the project to include, at a minimum, the following such that the project is thoroughly defined prior to the issuance of a Request for Qualifications (“RFQ”): ·Project site ·Project scope ·Performance criteria ·Permitting requirements ·Project budget ·Project schedule Application #1 The project has been sufficiently defined such that staff can adequately convey information related to the project site, scope, performance criteria, permitting requirements, budget, and schedule information to potential design-builders through the issuance of an RFQ . Criteria #2 Time constraints for delivery of a project shall be such that : ·The traditional design-bid-build project delivery method cannot meet schedule demands for the project; or, ·Delivery of the project using the traditional design-bid-build delivery method cannot be accomplished within the prescribed funding allocation. Application #2 The Project is critical to improve the plant for long term operation and provide needed redundancy and reliability . The traditional design, bid, build delivery method cannot meet the schedule demands or budget Page 11 of 32 12 Board of Commissioners Meeting Agenda September 21, 2026 constraints for the Project. The anticipated project schedule utilizing design-build project delivery is two to three years faster when considering design, permitting, and construction activities . This is also reflected when considering the costs under traditional design, bid, build delivery versus design-build project delivery. The design-build delivery method would allow the County to work with the design-builder to complete the project within the available funds and in a timely manner . Criteria #3 A quality project shall be ensured through one or more of the following : ·Hiring an Owner’s Representative to perform independent inspection and oversight of the project with experience in the design-build project delivery method . ·Requiring a design-build team to furnish third party inspection services. ·Inspection services performed by Union County staff . Application #3 Project quality will be ensured by using an Owner ’s Representative. The County will contract with an engineering firm that was previously selected for the Engineering Services for WRF Improvements RFQ to serve as the Owner’s Representative. The Owner’s Representative, along with County staff oversight, will ensure delivery of a quality project . Criteria #4 The capability of the County to manage and oversee the project shall be accomplished through one or more of the following : ·Dedication of a project manager and core team comprised of Union County staff . ·Hiring of an Owner’s Representative to provide project oversight through design, construction, and commissioning . Application #4 Union County has dedicated staff to serve in project management and core team roles for the project . The County will contract with an engineering firm that was previously selected for the Engineering Services for WRF Improvements RFQ to serve as the Owner ’s Representative. County staff will oversee the work of the design-builder and the Owner’s Representative. This combination of County staff and an outside Owner’s Representative will ensure proper oversight and management of the project through design, construction, and Page 12 of 32 13 Board of Commissioners Meeting Agenda September 21, 2026 commissioning. Criteria #5 Good faith efforts to recruit and select small business entities must be able to be accomplished to use the design-build method . Application #5 Good faith efforts to comply with the requirements of the North Carolina General Statutes relating to the recruitment and selection of small business entities using the design-build project delivery method will be achieved through (1) following applicable law, (2) following Union County’s policies concerning procurement and outreach, (3) meeting any applicable funding source requirement, and (4) advertising the request for qualifications defined in G.S. § 143-128.1A(c), specifically including subsections (6) and (8) therein. The forthcoming RFQ documents will not preclude or limit any respondent from submitting a response so long as the respondent is properly licensed and qualified to perform the work . RFQ documents will include provisions regarding self-performance of work as well as provisions that small businesses shall have the opportunity to compete. Criteria #6 A comparison of the advantages and disadvantages of the use of the design-build project delivery method compared to separate-prime bidding, single-prime bidding, or the construction management at risk (CMAR) project delivery methods identified in G .S. § 143-128(a1) should show an overall advantage to the County for using the design-build project delivery method. Application #6 Utilizing design-build project delivery for the project presents clear advantages to Union County when compared with separate-prime or single-prime bidding, or CMAR project delivery methods identified in G .S. § 143-128(a1). These three project delivery methods are described as follows: ·The design-build project delivery method is a process in which the owner hires a design and construction team, or integrated team, based on a review of qualifications from various design-builders. The proposing design-builders are willing partners in the business venture and are incentivized through their contractual relationship to deliver the project to the owner within the prescribed budgetary and scheduling constraints. The owner maintains a single contractual relationship with the design-build team and projects are Page 13 of 32 14 Board of Commissioners Meeting Agenda September 21, 2026 delivered in a shorter timeframe as design and construction activities overlap rather than following sequentially from design to construction . Another advantage to this delivery method is price certainty as design proceeds to a point where a guaranteed maximum price is obtained from the design-builder prior to design completion . ·Separate-prime or single-prime bidding project delivery methods, more commonly known as traditional design-bid-build project delivery, are the processes the County has utilized to deliver many of its construction projects undertaken to date . Under these processes, the owner hires a designer based on qualifications . The designer prepares plans and specifications which are then publicly advertised to obtain the lowest bid price from a responsible contractor (or contractors in subdivisions or branches of work in the case of multiple-prime bidding) who constructs the project . The primary benefit the owner realizes from this process is that it provides a clear indication of low price at the time of bid . However, total project cost is not known until the project has been completed and all change orders are accounted for . The owner maintains separate contractual relationships with the designer and contractor under these processes . These project delivery methods may result in a longer time of project delivery compared to the design-build method given the rather strict sequential nature of the process . ·CMAR is a process in which the owner hires a design professional and separately hires a construction manager/contractor using a qualifications-based selection process. These two entities are then placed into an owner-created design/construction team to deliver a constructed project to the owner under terms and conditions which the owner sets to obtain a guaranteed maximum price for the project. The primary benefit to this process is that the owner retains flexibility in efforts relating to small business and local contractor participation . However, as the construction manager and design professional are placed into a teaming arrangement by the owner, there is a greater likelihood that team dynamics will be less cohesive and efficient when compared to a market driven partnering arrangement achieved in the design-build project delivery method. Based on the delivery methods described above, the design-build project delivery gives a clear benefit to the County for this project because its main advantages are greater participation from the building construction industry, a shorter project timeframe, and greater cost certainty while still Page 14 of 32 15 Board of Commissioners Meeting Agenda September 21, 2026 in the design phase of the project . Given the need for the project to be completed in a timely manner within a fixed project budget, the design-build project delivery method advantages best align with the core needs and risks of this project . FINANCIAL IMPACT: None. The design-build construction services contract will be brought to the Board at a later date for consideration before any design or work can begin. Contract - Union County Yadkin River Water Treatment Plant PFAS Treatment Pilot Testing 26-519 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: 1) Adopt resolution to accept DWSRF-EC principal forgiveness loan funding in the amount of $500,000.00 from the North Carolina Department of Environmental Quality Division of Water Infrastructure, 2) authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item, and 3) adopt Capital Project Ordinance #402 in the amount of $510,000.00 to appropriate funding. PRIOR BOARD ACTIONS: 1) November 7, 2022, Regular Meeting, Agenda Item #22-776 - Approved CDM Smith Task Order 2020-2 for engineering services for an engineering concept study for PFAS treatment options evaluation . 2) February 17, 2026, Regular Meeting, Agenda Item #26-099 - Adopted resolution authorizing NCDEQ-DWI grant funding application for PFAS pilot testing study. BACKGROUND: The United States Environmental Protection Agency (EPA) has established maximum contaminant limits for several PFAS compounds in drinking water. Preliminary sampling of the source raw water from Lake Tillery for the Yadkin River WTP has indicated that PFAS concentrations could have minor exceedances of the EPA limits . A desktop analysis of various PFAS treatment options has been completed, and pilot testing of these technologies was recommended by the study . The North Carolina Department of Water Infrastructure (NCDEQ-DWI) has offered Union County $500,000.00 in grant funding to complete pilot testing of PFAS treatment technologies . The resolution accepts the terms of the funding offer in the amount of $500,000.00 from NCDEQ-DWI. The pilot testing will evaluate the effectiveness of granular activated carbon, ion exchange resin and novel sorbent media for the removal of PFAS compounds from the raw water supply for the Yadkin River WTP to meet the EPA regulatory limits for certain PFAS Page 15 of 32 16 Board of Commissioners Meeting Agenda September 21, 2026 compounds for drinking water. CDM Smith has been selected to provide engineering services for Task Order 8686-09 - Union County Yadkin River Water Treatment Plant PFAS Treatment Pilot Testing. 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. CPO #402 in the amount of $510,000.00 is necessary to appropriate the funding for the project. The principal forgiveness loan provides $500,000.00 of this funding that will be provided to the county by NCDEQ-DWI through reimbursement requests as the project progresses . The additional $10,000.00 of county funds is required to pay the 2% loan closing fee. FINANCIAL IMPACT: The total cost of the NCDEQ-DWI loan closing fee is $10,000.00. Sufficient funds are available in the Capital Account Program 60184525 - YRWSP PFAS Pilot Study with the adoption of CPO #402. Contract - Magnesium Hydroxide Slurry26-538 INFORMATION CONTACT: Christopher Clark, UC Water - Wastewater Operations, Director, 704-296-4215 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County’s Water & Sewer Division is seeking a contract with a chemical supply vendor to provide Magnesium Hydroxide Slurry . Magnesium Hydroxide Slurry is required in the Wastewater Process and is also used to control corrosion in the Collection System. The Procurement Department partnered with Water & Sewer Division to issue IFB 2026-082 Magnesium Hydroxide Slurry. On July 21,2026, five Bids were received. All bids were tabulated, reviewed, and certified by UC Water. The bids ranged from $1,367,604 to $2,372,895. Staff recommends that the project be awarded to the lowest responsive, responsible bidder, Polytec, Inc . in the amount of $1,367,604. FINANCIAL IMPACT: The estimated annual cost for this service is $1,367,604. Since this contract contains an initial term of two years with three one-year renewal options, a total of $6,838,020 is estimated to be spent . Page 16 of 32 17 Board of Commissioners Meeting Agenda September 21, 2026 Funding is available in the adopted FY 2027 budget with future expenditures subject to annual BOCC budget appropriation . Contract - Sodium Aluminate 38%26-542 INFORMATION CONTACT: Christopher Clark, UC Water - Water and Wastewater Operations , Director, 704-296-4215 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water maintains and operates the Twelve Mile Creek WRF, which has a total phosphorus limit . The WRF uses Sodium aluminate to enhance the removal of phosphorus from the waste stream during its secondary process . On May 15, 2026, the Procurement Department partnered with the Union County Water Department to issue an Invitation for Bid 2026-074 Sodium Aluminate 38%. On June 9, 2026, four bids for the title project were received and processed . All bids were tabulated, reviewed, and certified by the Water Department . The bids ranged from $3.25 per gallon to $4.15 per gallon. Staff recommends that the project be awarded to the lowest responsive, responsible bidder, Southern Ionics, Inc . in the amount of $3.25 per gallon. FINANCIAL IMPACT: The estimated annual cost for this service is $146,250. Since this contract contains an initial term of one year, with four optional one-year renewals, a total of $731,250 is estimated to be spent . Funding is available in the adopted FY2027 budget with future expenditures subject to annual BOCC budget appropriation . Grant Application - James R. & Bronnie L. Braswell Trust26-529 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: The James R. & Bronnie L. Braswell Trust supports health and wellness programs, as well as community development projects within the Union Page 17 of 32 18 Board of Commissioners Meeting Agenda September 21, 2026 an Anson County region . This request from the Trust will be to support the purchase of equipment and needed infrastructure that will support the ongoing construction of the Union County Food Innovation Center . Funds will be used to support equipment that will enhance the operations of the facility to provide opportunity for small scale farmers and ranchers to increase profitability. FINANCIAL IMPACT: $75,000 enhancement to the overall budget for the Union County Food Innovation Center. Purchase - Uninterrupted Power Supply Systems at Radio Towers26-543 INFORMATION CONTACT: Caleb Brackett, Emergency Communications, Director, 704-283-3790 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: None. BACKGROUND: The Radio Towers are vital infrastructure for the radio system utilized by Emergency Services to dispatch all county and municipal police, fire, and EMS agencies; for local trainings and public events; and by partnering agencies. The Radio Towers located on Brooks Road, Cuthbertson Road, Brooks Turner Rd, and Fowler Secrest Rd need replacement uninterrupted power supply systems to maintain their 24/7 operation. The current systems were installed in 2008 and are currently running unsupported and at reduced capacity or being bypassed due to total loss of functionality. The purchase of the Liebert APS UPS systems will be made using GSA Contract # 47QTCA19D00MM quoted by Data Network Solutions. The installation of the UPS systems are to be completed as quoted by Vertiv dba JG Blackmon & Associates . FINANCIAL IMPACT: The anticipated cost for this purchase is $219,078.72 and is budgeted accordingly for FY2027. Appointment to Consolidated Human Services Board26-503 INFORMATION CONTACT: Janet Payne, Human Services Agency, Executive Director, 704-296-4348 ACTION REQUESTED: Appointment of member to fill Registered Nurse vacancy . PRIOR BOARD ACTIONS: None. BACKGROUND: The Consolidated Human Services Board (CHSB), pursuant to N .C. general statute 153A-77, is permitted to be composed of up to 25 members and composition of the board shall reasonably reflect the Page 18 of 32 19 Board of Commissioners Meeting Agenda September 21, 2026 population makeup of the County . Currently, the Union County CHSB has 19 membership positions, each of which has a specific designation . Nine positions are filled and there are 10 vacancies including: ·Consumer of Human Services (3) ·Dentist (1) ·Optometrist (1) ·Pharmacist (1) ·Physician-Psychiatrist (1) ·Registered Nurse (1) .Veterinarian (1) .Board of County Commissioner Representative (1) As is the County’s usual practice, the vacancies available for appointment were advertised by posting a notice on the County ’s website: <https://www.unioncountync.gov/government/boards-committees/boards- committees> At its August 10, 2026 meeting, the CHSB reviewed the application and voted unanimously to recommend that the Board of County Commissioners appoint the following person to the CHSB : ·Ms. Melissa Claflin is eligible for appointment to fill the “Registered Nurse” position. A copy of the recommended application is included for the BoCC ’s review and consideration. FINANCIAL IMPACT: Up to $200 per year per member ($20 meeting x 10 meetings per year). Approval of Requested Public Health Clinical Service Fees26-505 INFORMATION CONTACT: Traci Colley, Human Services Agency, Public Health Director, 704-296-4801 ACTION REQUESTED: Review and approve requested fees to be added to the Human Services Agency’s Department of Public Health Fee Schedule . PRIOR BOARD ACTIONS: None. BACKGROUND: In accordance with G.S. 130A-39(g), which allows local public health departments to implement fees for services rendered, Union County Public Health, with the approval of the Union County Consolidated Human Services Agency and Board of County Commissioners requests approval to adopt fees for the following Current Procedural Terminology (CPT) Codes. ·CPT Code, 69209 is the code for removal of impacted cerumen by irrigation/lavage. This fee is requested because irrigation /lavage is the most used method for removal of impacted cerumen and we are not currently charging for this procedure . ·CPT Code, 85613 is the code for diluted Russell viper venom time (dRvvt). This is a clot-based test used primarily to screen, detect, Page 19 of 32 20 Board of Commissioners Meeting Agenda September 21, 2026 or confirm the presence of lupus . LabCorp has changed its available lupus tests and it includes this CPT code . ·CPT Code, 1111F is the code for hospital discharge medication records reconciliation with current medication list within 30 days of hospital discharge. This code is used for tracking purposes to report that the discharge medications were reconciled with an outpatient medical record. There is no fee associated with this CPT code. ·CPT Code, G0010 is the administration code of Hep B vaccine . This code covers the injection service and not the vaccine product . FINANCIAL IMPACT: The revenue generated by the requested fees will assist the Human Services Agency’s Public Health Department in covering associated clinical costs. There is no revenue associated with 1111F. Grant Application - Transportation FY 2028 5311 Administrative (Non-Urbanized Area Formula Program), FFY2026/FY2028 5307 Urban Area Formula Funding Grant, and Rural Operating Assistance Program (ROAP) FY2027 26-517 INFORMATION CONTACT: Theresa Torres, Human Services Agency Transportation Department 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, or delegate electronic execution of documents when use of the federal award management system is required, related to the award of the grants and budget funds as appropriate. PRIOR BOARD ACTIONS: September 21, 2026, Regular Meeting, Agenda Item #26- 516- Conducted Public Hearing- FY2028 5311 Administrative Transportation Grant Application and FFY2026 5307 Urbanized Area Formula Funding Grant Application BACKGROUND: The Human Services Agency Transportation Department seeks approval to submit applications for three grant programs to support the continued provision and planning of public transportation services for eligible residents, particularly seniors, individuals with disabilities, and residents in rural areas. The grants include : 5311 Administrative Grant (FY2028) The annual 5311 Administrative (Non-Urbanized Area Formula Program) is intended to provide financial assistance in support of public transportation services which are open to the general public on a regular and continuing basis, and to enable maximum feasible coordination with other rural transportation services. 5311 funds can be used for the costs Page 20 of 32 21 Board of Commissioners Meeting Agenda September 21, 2026 of transit planning activities, transit operations, and the purchase of capital equipment or facilities to aid in the provision of transit services in rural and small urban areas, as well as provide funds for state-level administration activities. Union County Transportation's 5311 application is submitted only for administrative expenses and includes no operational components. After submission, our NCDOT Mobility Specialist will review the 5311 Administrative application and provide a recommendation to the NC Board of Transportation, which is responsible for determining the final award amounts. The federal share for eligible 5311 administration costs may not exceed 80% of the net cost of the project . The State share is 5%, and the local share is 15% of eligible costs. However, State funding is subject to State appropriations and availability of funds . Historically, State funds have been made available, but starting in FY 2021, NCDOT directed local governments to be prepared to cover the full 20% share, assuming State funds may not be available . Union County's FY2028 5311 Administrative funding level will be $284,825 (if approved as submitted), which is 80% Federal ($227,860), 5% State ($14,241), and 15% local ($42,724). This application for 5311 Administrative funds covers a one-year period of performance from July 1, 2027, to June 30, 2028. 5307 Urban Area Formula Funding Grant (FFY 26) The 5307 Urbanized Area Formula Funding program makes federal resources available to urbanized areas for transit capital and operating assistance in urbanized areas and for transportation-related planning . Eligible 5307 activities include planning, engineering, design, and evaluation of transit projects and other technical transportation-related studies; capital investments in bus and bus-related activities such as replacement, overhaul, and rebuilding of buses, crime prevention and security equipment and construction of maintenance and passenger facilities; and capital investments in new and existing fixed guideway systems including rolling stock, overhaul and rebuilding of vehicles, track, signals, communications, and computer hardware and software . All preventive maintenance and some Americans with Disabilities Act complementary paratransit service costs are considered capital costs . Operating assistance is only an eligible expense for urbanized areas with populations less than 200,000. 5307 funds allocated to the Charlotte urbanized area are distributed using a formula that considers population, bus fleet, and transit service provided in its urbanized area outside of Charlotte, which includes the remainder of Mecklenburg County, Iredell County, York County, and Union County. Based on the current distribution formula created by the Charlotte Area Transit System (CATS)/Metropolitan Public Transportation Authority (MPTA) and approved by the Charlotte Regional Transit Planning Organization (CRTPO), Union County will receive up to $1,542,387 in Federal 5307 funds. This funding will be used for both operating Page 21 of 32 22 Board of Commissioners Meeting Agenda September 21, 2026 expenses, which require a 50% local match, and capital expenses, which require a 20% local match. The Federal Fiscal Year FFY26 5307 Grant is initially awarded for a 1-year period of performance, but that may be extended if needed to enable it to be drawn down for a period of five years after the start of the award's federal fiscal year. Rural Operating Assistance Program (ROAP) FY 2027 ROAP is a State-funded, formula-based program administered by the NC Department of Transportation - Integrated Mobility Division (NCDOT-IMD). Union County expects to receive $276,384 in FY27 ROAP funding to support operating costs only (no administrative or capital expenses) for eligible trips in the following categories : ·Elderly & Disabled Transportation Assistance Program (EDTAP) - $118,946 ·Employment Transportation Assistance Program (EMPL) - $53,260 ·Rural General Public (RGP) - $104,178 FINANCIAL IMPACT: Section 5311 Administrative (Non-Urbanized Area Formula Program) - FY2028 ·Total Grant Request : $284,825 o Federal Share (80%): $227,860 o State Share (5%): $14,241 o Local Share (15%): $42,724 ·Projected revenue and local share expenditures will be included in the proposed FY 2028 budget Section 5307 Grant - FFY26_FY28 ·Operating Request: $1,562,476 o Federal Share (50%): $781,238 o Local Match (50%): $781,238 ·Capital Request: $951,437 o Federal Share (80%): $761,149 o Local Match (20%): $190,288 ·Total Local Match Required for 5307 Grant - $971,526 Rural Operating Assistance Program (ROAP) - FY2027 ·Total Funding: $276,384 o Local Match Required: None ·This funding is budgeted accordingly for FY 2027 Placeholder - Transportation Title VI Program Plan26-518 INFORMATION CONTACT: Theresa Torres, Human Services Agency Transportation Division Director, 704-283-3598 ACTION REQUESTED: Page 22 of 32 23 Board of Commissioners Meeting Agenda September 21, 2026 1) Adopt the Union County Transportation Title VI Plan as presented and 2) authorize the County Manager to execute the Plan . PRIOR BOARD ACTIONS: None. BACKGROUND: Title VI is the federal law that protects individuals and groups from discrimination on the basis of race, color, and national origin in all programs, services, and activities of a Federal-aid recipient . The law specifically states: “No person in the United States shall, on the ground of race, color or national origin, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving federal financial assistance .” (Title VI, the statute, is codified at 42 U.S.C. 2000d) The intent of the Program is to remove barriers and conditions that prevent minority, low-income, LEP, and other disadvantaged persons from accessing, participating in, and benefiting from programs and activities of Federal-aid recipients . The Office of Civil Rights (OCR), External Civil Rights (ECR) is the focal point for the implementation of the Department ’s Title VI Nondiscrimination Program. ECR is required to monitor and coordinate with business units to effectively implement Title VI requirements and is responsible for determining if the Department ’s subrecipients are in compliance with Title VI. Subrecipients may include transit systems, metropolitan and rural planning organizations (MPOs and RPOs), local government agencies (LGAs), airport sponsors, universities, contractors, and other entities receiving funds through the North Carolina Department of Transportation (NCDOT) or the Federal Transit Administration (FTA). The Civil Rights Restoration Act of 1987 clarified the original intent of Title VI and restored the broad, institution-wide scope and coverage of the statute to include all programs and activities of an agency that receives Federal financial assistance, whether such programs and activities are federally funded or not . All of NCDOT, including any public transportation system that receives federal funds through NCDOT or directly from the FTA, must have a Title VI plan that addresses the requirements of FTA Circular 4702.1B and comply with Title VI regulations . FINANCIAL IMPACT: None. Purchase - Transportation Vehicles26-545 INFORMATION CONTACT: Theresa Torres, Transportation, Director, 704-283-3598 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: 1) September 2, 2025, Regular Meeting, Agenda Item # 25-556 - Conducted Public Hearing - FY2027 Combined Capital Transportation Grant Application. Page 23 of 32 24 Board of Commissioners Meeting Agenda September 21, 2026 2) September 15, 2025, Regular Meeting - Ratified submission of the FY27 Combined Capital Grant Application. BACKGROUND: The Human Services Agency Transportation Division seeks approval to purchase three (3) replacement vehicles. Transportation vehicles 2819, 3019, and 8219 (3) 20’ light transit vehicles w/wheelchair lift have met useful life and have been approved by IMD /NCDOT to be replaced. IMD/NCDOT, within this grant, has also approved (3) low-emission vehicle engines for replacement vehicles and (3) vehicle wraps. The FY27 Combined Capital Grant will fund the vehicle replacements, wraps, and propane conversion kits with 80% Federal ($342,160), 10%($42,770) State, and 10% ($42,771) Local match. • (3) 22’ light transit vehicles w/ wheelchair lift @ $130,000 ea. • (3) vehicle lettering and logos @ $3,816 ea. • (3) low-emission vehicle engines for replacement vehicles @ $8,751 ea. 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 vehicles will be made using North Carolina Statewide Term Contract 54-SG-05062022. FINANCIAL IMPACT: The anticipated cost for the three vehicles is $390,000. Vehicle wraps for the vehicles will be $11,448. The propane conversion kits for all three vehicles are $26,253. The total cost is $427,701 each and is budgeted accordingly for FY2027. Task Order - Security Cameras26-502 INFORMATION CONTACT: Jeff Morgan, Security Risk Management, Director, 704-292-2679 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Department of Security Risk Management Capital Improvement Program (CIP) includes an allocation for security enhancements of all Union County security cameras . The project is broken down into three phases . Phase one will be for the Genetec Directory, Government Center, Farmers Market, Historic Post Office, Public Schools Building, Human Services, and the Emergency Services Building. Phase two will include the Main Library, Southwest Regional Library, Marshville Library, Progress Building, and Patton Avenue Building. The third phase will include the Water Operations Center Page 24 of 32 25 Board of Commissioners Meeting Agenda September 21, 2026 Campus, Norwood Water Intake, and the New Salem Water Treatment Plant. Total cost for the Project is $539,176.73. Convergint has been selected to provide goods for Task Order #1 - Security Cameras. Convergint was chosen from a list of vendors previously selected through Request for Proposals #2026-041 - Union County Physical Security Technology . FINANCIAL IMPACT: The total cost of the contract with Convergint is $539,176.73. Sufficient funds are available in Capital Account 40080192-5351. July 2026 NCVTS Motor Vehicle Tax Report26-520 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 July 2026 NCVTS Motor Vehicle Tax Refund Report PRIOR BOARD ACTIONS: None BACKGROUND: The refunds included in this report represent adjustments made to tax bills that resulted in refunds of motor vehicle taxes paid under the Tax and Tag Together program operated jointly between the counties and the state. FINANCIAL IMPACT: 921.00 Tax Bill Correction Report for August 202626-531 INFORMATION CONTACT: Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591 ACTION REQUESTED: Approve the Tax Bill Correction Reports for August 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. Page 25 of 32 26 Board of Commissioners Meeting Agenda September 21, 2026 FINANCIAL IMPACT: $ 42,353.16 Contract Renewal - Fire Alarm Testing and Related Services26-535 INFORMATION CONTACT: Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: September 6, 2022, Regular Meeting, Agenda Item #22-566 - Contract Approved BACKGROUND: The Facilities & Fleet Management department has utilized the contractual services of MSS Fire & Security LLC for Fire Alarm Testing and Related Services since October 1, 2022. MSS Fire & Security LLC has been effective and efficient in meeting our service needs, and we are requesting to continue this service for an additional year . FINANCIAL IMPACT: The anticipated annual cost for this service is $46,548.24 and is budgeted accordingly for FY2027. Contract - Landscape Services26-537 INFORMATION CONTACT: Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: None. BACKGROUND: The Procurement Department partnered with Facilities & Fleet Management to issue Request for Proposals RFP 2026-071 Landscape Services. On June 23, 2026 , eleven proposals were received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. The top ranked three firms /vendors were invited to shortlist interview/presentations. As a result, the team requests approval to enter into a contract with the top scoring /ranked preferred offeror, Lawrence Companies, LLC D/B/A Providence Landscape Group, to provide landscape services . This contract has an initial term of three years with two, one-year renewal options at the sole discretion of the County and is subject to annual budget appropriation . FINANCIAL IMPACT: The anticipated annual cost for this service is $542,880.00. Since this Page 26 of 32 27 Board of Commissioners Meeting Agenda September 21, 2026 contract contains an initial term of three years with two one-year renewal options, a total of $2,714,400.00 is estimated to be spent. Funding is available in the adopted FY2027 budget with future expenditures subject to annual BOCC budget appropriation . Contract Renewal - Generator Maintenance Services26-541 INFORMATION CONTACT: Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item . PRIOR BOARD ACTIONS: September 19, 2022, Regular Meeting, Agenda Item #22-631 - Contract Approved BACKGROUND: The Facilities & Fleet Management Department has utilized the contractual services of Kraft Power Corporation for generator maintenance services since November 1, 2022. 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 annual cost for this service is $47,767.00 and is budgeted accordingly for FY2027. [Placeholder] Interlocal Agreement - City of Monroe Parking Lot26-546 INFORMATION CONTACT: Patrick Niland, County Manager ’s Office, Deputy County Manager, 704-283-3630 ACTION REQUESTED: Click or tap here to enter text . PRIOR BOARD ACTIONS: Click or tap here to enter text . BACKGROUND: Click or tap here to enter text . FINANCIAL IMPACT: Click or tap here to enter text . Minutes for Approval26-527 INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Approve Minutes PRIOR BOARD ACTIONS: None BACKGROUND: Page 27 of 32 28 Board of Commissioners Meeting Agenda September 21, 2026 Draft minutes have been provided to the Board for review and approval on the Consent Agenda. FINANCIAL IMPACT: None Information Only Human Resources Reports for July 202626-507 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 July 2026. FINANCIAL IMPACT: None. Tax Refunds, Releases and Prorations Approved by Finance Officer26-508 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 July 2026 NCVTS releases and refunds less than $100 and prorations approved by the finance officer . FINANCIAL IMPACT: None. FY 2026 Annual Performance Report26-509 INFORMATION CONTACT: Megan Parks, County Manager’s Office - Strategy & Innovation, Director, Page 28 of 32 29 Board of Commissioners Meeting Agenda September 21, 2026 704-292-2578 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This Annual Performance Report highlights the County ’s progress in advancing strategic objectives for Fiscal Year 2025-2026. The report showcases innovative approaches, improved service delivery, and the dedication of County employees who work every day to provide quality services enhancing our community. While this report does not highlight performance measures from every department, additional performance measures and related data can be found in individual department sections of Union County ’s annually adopted budget document . This report highlights initiatives and metrics within key areas of focus across County services, representing only a sample of all services provided by the County . FINANCIAL IMPACT: None. Tax Collector’s Departmental Report for July 202626-521 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 July 2026 as required by NCGS 105-350(7). FINANCIAL IMPACT: None. Communications Monthly Report - August 202626-532 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 Page 29 of 32 30 Board of Commissioners Meeting Agenda September 21, 2026 inform and engage residents, promote programs and services, and strengthen internal and external communications . FINANCIAL IMPACT: None. Wastewater Treatment Capacity - Monthly Update26-533 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 August 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 68.3% ·Percent of Actual + Permitted Flows = 89.8% ·Actual Flows (MGD)= 5.126 ·Actual + Permitted Obligated Flows (MGD)= 6.735 Crooked Creek ·Percent of Actual Flows = 65.0% ·Percent of Actual + Permitted Flows = 94.3% ·Actual Flows (MGD)= 1.235 ·Actual + Permitted Obligated Flows (MGD)= 1.791 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 Page 30 of 32 31 Board of Commissioners Meeting Agenda September 21, 2026 Grassy Branch ·Percent of Actual Flows = 28.3% ·Percent of Actual + Permitted Flows = 29.2% ·Actual Flows (MGD)= 0.034 ·Actual + Permitted Obligated Flows (MGD)= 0.035 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 August 2026 are summarized in the attached tables . FINANCIAL IMPACT: None. Facilities Major Capital Projects Update - Quarterly Report26-534 INFORMATION CONTACT: Linda Whitaker, Assistant Director Design and Construction, Facilities and Fleet Management, 704-420-2626 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This is the quarterly major capital projects update for projects managed by the Facilities and Fleet Management Department . FINANCIAL IMPACT: None. Drought Status - Update26-536 INFORMATION CONTACT: Aubrey Lofton, Union County Water - Planning & Resource Management, Director, 704-296-4241 ACTION REQUESTED: None - Information Only. 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 September 1, 2026 and the US Drought Monitor as of September 3, 2026. FINANCIAL IMPACT: None. Page 31 of 32 32 Board of Commissioners Meeting Agenda September 21, 2026 Business I-77 South Toll Lanes and Directed Vote at CRTPO Board Meeting26-523 INFORMATION CONTACT: Bjorn Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Establish Board Position on Public Private Partnership (P 3) Funding Model for I-77 Widening Project. PRIOR BOARD ACTIONS: None. BACKGROUND: The Charlotte Regional Transportation Planning Organization (CRTPO) Board has scheduled a vote on September 23 to reconsider its May 2026 vote rescinding support for the I-77 Toll Lanes project’s P3 funding model, effectively ending the project . The State of North Carolina subsequently passed into law a requirement for all CRTPO members that voted to rescind support to proportionally pay back the NCDOT ’s estimated $60+ million in development expenses . All NCDOT projects in development within those jurisdictions would be suspended until the money was repaid . Currently, the only Union County municipality on record opposing the P 3 funding model is the City of Monroe, and in July directed their CRTPO representative to vote in support of the P3 funding model. The NCDOT has since communicated to Charlotte that the project ’s P3 funding model allows for up to $300 million in additional community investment for greenways, highway capping, recreation facilities, grocery stores, or other mitigations. The source of this money, whether through higher tolls or lower profits for the vendor, has not been described . FINANCIAL IMPACT: Unknown - a vote opposing the P 3 funding model may result in Union County being responsible for reimbursing the NCDOT for a proportional share of the estimated $60+ million in development expenses related to the project. Whether this requirement is legal is also unknown . County Manager's Comments Commissioners' Comments Adjournment Page 32 of 32 33 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-513 Agenda Date:9/21/2026 TITLE:..title Public Hearing - Rezoning Petition RZ-2026-010 Light Industrial INFORMATION CONTACT: Bjorn Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Conduct public hearing for proposed rezoning. PRIOR BOARD ACTIONS: None BACKGROUND: This case is a request to rezone a 26.06 acre parcel appearing on the tax map as tax parcel 04-039- 012 located on US 601 from RA-40 to Light Industrial. This is a straight rezoning and there are no site plan or conditions associated with this request. The Land Use Board unanimously recommended approval of this rezoning request at its August 18, 2026, meeting, citing consistency with the Land Use Map. No members of the public spoke at the meeting. 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 RZ-2026-010 from Randall York; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™34 Application for Straight Rezoning Union County Planning Department 500 N Main Street -Suite 70 Monroe, NC 28112 T 704.283.3565 E UCPlanning@unioncountync.gov General lnform�tz� Project Address �-1 Ji,� City � State /LC Zip ().� /f J_ Tax Parcel ID 696:/lb/� Current Zoning Designation fll -Yo Total Acres Jl, (J � Proposed Zoning Designation t1Jil � "',4t,;f Date Submitted �-30-"1,.(a, Project Description or Intent of Rezoning Cmrild'till� Ix.,� .t _w 0s . U t ..,..:;,..,.,..1, Contact lnforma�on. . ;J Applicant Name �M� ffh1t1dr41f �.kJi i:,i.JJfJ. Address U2£<f.J,11. '4e. i1 City �;.,"R State___,_7l�( ___ Zip 1'3116 Phone ?-o l/ ·-363 · � 'f Ji-/ Property Owner Name __ �_o...,/J{=,..___,��'-1---""-------------------- Addres s -!tot 1�io... #tJr th City __ Jk_11,.....,.tt:.� State_....,_,7lf,,--'( __ Zip_____.,J�8-L ........ 'IO,,___ Phone /or,, 3£3 'Q'fll/ Fax A}?pl icant's Certification j 11 _;J {Mdt;i� /;kM.� �Ju.a ,� �, "J-3()<f:.44&1!/ �te tZWae,f'Signature Date Printed Name/T itle OV)IJ1er's Certification (include names and signatures of all owners) Kirt4!1 'I& tf. z-3 o .Rd�IJI �JR. t)wtV e 12Signature Date Printed Name/Title Union County Office Use Only: . 1 Case Number: L.,07,l:, -{2,7..., -0 ID L1'J\.,� \O"\dJJJJ Date Received: __ -_30_1 _-_z_.u_Z_L_, ------- Amount of Fee ($600): Fee Ok: £C\1 Received by:_b_if_· '-'--1 ________ _ Contact: Bjorn Hansen T. 704.283.3690 E. Bjorn.Hansen@unioncountync.gov 35 1 Planning Department 500 North Main Street, Suite 70 Monroe, NC 28112 T 704.283.3565 unioncountync.gov Rezoning Request RZ-2026-010 Light Industrial This case is a request to rezone a 26.06 acre parcel appearing on the tax map as tax parcel 04- 039-012 located on US 601 from RA-40 to Light Industrial. This is a straight rezoning and there are no site plan or conditions associated with this request. Contact Information 1. Staff: Bjorn Hansen, Senior Planner, 704-283-3690, bjorn.hansen@unioncountync.gov 2. Owner: Carolina Management Property, LLC, 806 Fisher Ridge Drive, Monroe, NC 28110 3. Applicant: Randall York, 806 Fisher Ridge Drive, Monroe, NC 28110 Property Information Located on the west side of US 601 north of Hargette Road. Location more specifically described as tax parcel 04-039-012. 36 2 Municipal Proximity The site is six miles south of Monroe. Existing Land Use and Development Status The parcel is currently zoned RA-40 and is a combination of forested and cleared for a one-acre reclamation landfill, as well as equipment and material storage. North of Site Site South of Site East of Site 37 3 Environmental Features There are a stream and floodplain on the northern boundary of the parcel. 38 4 Utilities Water and sewer are not available to the site. Zoning and Land Use History This property has been zoned RA-40 since zoning was initiated in Union County. The site has been used for a one-acre reclamation landfill since 2017, which was permitted to correct a zoning violation. The front of the site is currently being used as a parking area and equipment storage. There is currently an open zoning complaint on the property for the parking area, equipment storage, and material storage in the floodplain. This is a relatively new complaint and, as of the writing of this staff report, has not be fully investigated. In addition, the NCDOT has no driveway permit for the current access to this site. The truck stop south of this site was rezoned from R-20 to B-3 in 1981. A rezoning for a convenience store was approved for a parcel on the southeast corner of US 601 and Hargette Road was approved in 2025. A 1.46 acre parcel approximately one-half mile east of the site was rezoned from R-40 to RA in 1986. A four-acre parcel approximately a half mile south of 39 5 the site was proposed for rezoning from RA-40 to B-4 in 1996 but was denied. A parcel southeast of the site received a special use permit in 1981 to locate a mobile home on site. There have been no other zoning actions in the immediate vicinity in unincorporated Union County. Schools Because this rezoning request is commercial in nature, UCPS was not consulted for comments. Transportation This site is on US 601, which is an NCDOT-maintained facility. This section of US 601 carries approximately 14,000 vehicles per day. A significant percent of traffic is trucks. 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 because the uses are not known. The current driveway was not permitted by the NCDOT and may have to be revised if commercial or industrial development is proposed on the site. 40 6 Union County Comprehensive Plan The Union County 2050 comprehensive plan identifies this area as an Employment Corridor overlaid upon Rural Residential. Employment Corridors have access to transportation infrastructure such as railways, airports and major roads, and have available land within close proximity to similar uses. Employment Corridors connect employment nodes and other large job centers throughout the County and neighboring counties. A variety of employment uses may be appropriate along these corridors. Potential development uses include a construction and demolition landfill, general industrial, vehicle sales and service, logistics, and outdoor storage. 41 7 Public and Municipal Comments Public Comments A community meeting was not required. No comments have been received. No one spoke at the August 18, 2026 Land Use Board meeting. Municipal Comments Monroe was not contacted due to the distance to their municipal limits. Recommendations Land Use Board The Land Use Board unanimously recommended approval of this rezoning request at its August 18, 2026, meeting, citing consistency with the Land Use Map. 42 8 Planning Department This part of Union County is identified for employment uses as an employment corridor overlay of rural residential and agricultural land uses. The proposed zoning is therefore consistent with the Land Use Map. Because this is a straight rezoning request, all potential uses must be considered when making a recommendation. The large size of the parcel and proximity to US 601 are positives, although the lack of utilities would limit industrial development and may make it more attractive as a landfill or storage. Because of these aspects of the development, staff recommend approval of this rezoning application. 43 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 (RZ-2026-010) submitted by Randall York, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 26.06 acres appearing on the tax map as tax parcel 04-039-012 along US 601 from RA-40 to Light Industrial (LI). CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLANS) (RZ-2026-010) 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 “Comprehensive Plan”) and the Rural Land Use Plan (collectively the “Plans”). 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 Comprehensive Plan. The Comprehensive Plan’s Land Use Map identifies this area as Rural Residential with an Employment Corridor overlay. The Comprehensive Plan provides that a variety of employment uses may be appropriate along an Employment Corridor. Development uses that may be appropriate as noted in the Comprehensive Plan include distribution, logistics, aeronautics, industrial, and agri-business. A rezoning to Light Industrial would allow for many of these uses contemplated for an Employment Corridor under the Plan, which may incudes uses such as general industrial, vehicle sales and service, and logistics. 2. The proposed use is also consistent with the Rural Land Use Plan. The Rural Land Use Plan study area was primarily those areas noted as Rural Residential on the Comprehensive Plan’s Land Use Map (“Land Use Map”). The Rural Land Use Plan acknowledges existing employment corridor recommendations. Because the subject property is identified as Employment Corridor on the Land Use Map, such Employment Corridor uses (as noted above, a rezoning to Light Industrial would allow for many such uses), the Rural Land Use Plan acknowledges the potential for such uses for this area. 3. The tract of land is not small for the general area in which it is located and is reasonable in size for many potential uses under a Light Industrial designation. 4. The property is located less than a quarter of a mile from properties already zoned for business and commercial uses, with existing commercial uses on those properties. 5. 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 along a significant transportation corridor in the County. The potential detriments of the use established by 44 this rezoning could include increased noise, light, and traffic exposure, as well as increased public services impacts. 45 CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLANS) (RZ-2026-010) 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 “ Comprehensive Plan”) and the Rural Land Use Plan (collectively the “Plans”) and that denial of the proposed map amendment is reasonable and in the public interest because: 1. Future allowed commercial use 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 Comprehensive Plan. 2. Certain uses allowed in a Light Industrial zoning district are not employment uses that are contemplated in an Employment Corridor as identified in the Comprehensive Plan. 3. The Rural Land Use Plan contemplates the overall preservation of low-density development in rural areas of Union County. Rezoning this property, located in a Rural Residential area with an Employment Corridor overlay on the Comprehensive Plan’s Land Use Map, would result in increasing the potential for development density in a rural area of the County. 4. Most uses under Light Industrial would require a driveway permit from the North Carolina Department of Transportation (“NCDOT”) in order to access US 601. Such a driveway permit may or may not be granted by NCDOT (depending upon the specifics of the development on the property), which could hinder use under a Light Industrial rezoned use. 5. Public water is not available and could limit potential uses on the site. 6. The proposed rezoning will facilitate ongoing and potential future industrial uses in close proximity to existing residential uses, including residential uses in areas identified as Rural Residential in the Comprehensive Plan’s Land Use Map. 46 BOCC Motions for Proposed Amendment to the Union County Zoning Map (RZ-2026-010) The Union County Land Use Board recommended that the Union County Board of Commissioners approve the Rezoning petition (RZ-2026-010) submitted by Randall York, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 26.06 acres appearing on the tax map as tax parcel 04-039-012 along US 601 from RA-40 to Light Industrial (LI). 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 RZ-2026-010 from Randall York; and (ii) adopt the consistency and reasonableness statement for denial. 47 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 (RZ-2026-010) submitted by Randall York, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 26.06 acres appearing on the tax map as tax parcel 04-039-012 along US 601 from RA-40 to Light Industrial (LI); 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) 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 04-039-012 along US 601 from RA-40 to Light Industrial (LI). 2. This ordinance is effective upon adoption. Adopted this _____ day of _____________, 2026. ________________________________________ Chair, Union County Board of Commissioners 48 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-516 Agenda Date:9/21/2026 TITLE:..title Public Hearing - FY2028 5311 Administrative (Non-Urbanized Area Formula Program) Transportation Grant Application and FFY2026 5307 Urbanized Area Formula Funding Application INFORMATION CONTACT: Theresa Torres, Human Services Agency - Transportation, Director, 704-283-3598 ACTION REQUESTED: Conduct a public hearing to accept public comments regarding the application for funding through the FY2028 5311 Administrative Grant and FFY26 5307 Urbanized Area Formula Funding Application. PRIOR BOARD ACTIONS: None. BACKGROUND: 5311 Administrative Transportation Grant Application (FY2028) The annual 5311 Administrative (Non-Urbanized Area Formula Program) is intended to provide financial assistance for the support of public transportation services which are open to the general public on a regular and continuing basis, and to enable maximum feasible coordination with other rural transportation services. 5311 funds can be used for the costs of transit planning activities, transit operations, and the purchase of capital equipment or facilities to aid in the provision of transit services in rural and small urban areas, as well as provide funds for state-level administration. Union County Transportation's 5311 application is submitted only for Administrative expenses and includes no operational components. This 5311 Administrative application will be reviewed by our NCDOT Mobility Specialist, who will then provide a recommendation to the NC Board of Transportation, which is responsible for determining the final award amounts. The federal share for eligible 5311 administration costs may not exceed 80% of the project's net cost. The State share is 5 percent, and the local share is 15 percent of eligible costs. However, State funding is subject to State appropriations and availability of funds. Historically, State funds have been made available, but starting in FY2021, NCDOT has directed local governments to be prepared to cover the full 20 percent share, with the assumption that State funds may not be available. The County's 5311 Administrative funding level for FY2028 will be $284,825, which includes 80% Federal funding ($227,860) and County funds of a maximum 20% ($56,965). If State funding is awarded at the expected 5% ($14,241), then the local share would be reduced to 15% ($42,724). The FY2028 grant application for 5311 Administrative funds is due October 2, 2026. It will cover a one-year performance period from July 1, 2027, to June 30, 2028. Union County, NC Printed on 9/8/2026Page 1 of 2 powered by Legistar™49 File #:26-516 Agenda Date:9/21/2026 5307 Urbanized Area Formula Funding Application (FFY2026) The 5307 Urbanized Area Formula Funding program makes federal resources available to urbanized areas for transit capital and operating assistance in urbanized areas and for transportation-related planning. Eligible 5307 activities include planning, engineering, design, and evaluation of transit projects and other technical transportation-related studies; capital investments in bus and bus-related activities such as replacement, overhaul, and rebuilding of buses, crime prevention and security equipment and construction of maintenance and passenger facilities; and capital investments in new and existing fixed guideway systems including rolling stock, overhaul and rebuilding of vehicles, track, signals, communications, and computer hardware and software. All preventive maintenance and some Americans with Disabilities Act complementary paratransit service costs are considered capital costs. Operating assistance is only an eligible expense for urbanized areas with populations less than 200,000. 5307 funds allocated to the Charlotte urbanized area are distributed using a formula that considers population, bus fleet, and transit service provided in its urbanized area outside of Charlotte, which includes the remainder of Mecklenburg County, Iredell County, York County, and Union County. Based on the current distribution formula created by the Charlotte Area Transit System (CATS)/Metropolitan Public Transportation Authority (MPTA) and approved by the Charlotte Regional Transit Planning Organization (CRTPO), Union County will receive up to $1,42,387 in Federal 5307 funds from FFY26. This funding will be used for both operating expenses, which require a 50% local match, and capital expenses, which require a 20% local match. The 5307 Grant will result in an award of Federal Fiscal Year (FFY) 2026 Federal Transportation Administration (FTA) funds to Union County. Funds awarded during a given fiscal year are initially awarded for a one-year period of performance, but that may be extended if needed to enable them to be drawn down for five years after the start of the federal fiscal year of the award. Thus, funds awarded for the 5307 application can be drawn down through June 30, 2031. In Union County, 5307 operational-related services are currently provided using demand response, subscription, and contracted fixed-route service. These services are rendered by Union County Transportation, or its subcontractors, and CATS/MPTA. Union County’s Transportation and Planning staff have developed a list of activities for these funds, which include paying for 50 percent of the cost of the existing Union County 74X Express bus service and provision of demand-response service in the urbanized portions of the County. The funding used for capital-related items will be used for the purchase of security-related items as required by the 1% Security Minimum Requirement and facility renovations. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 2 of 2 powered by Legistar™50 PUBLIC HEARING RECORD Last Updated: 03/05/2026 PUBLIC HEARING RECORD Important – While the state or federal regulations do not require a public hearing, it can be conducted if required locally. Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or combination thereof. APPLICANT: Union County DATE: September 21, 2026 PLACE: Union County Government Center TIME: 6:00 pm How many BOARD MEMBERS attended the public hearing? How many members of the PUBLIC attended the public hearing? Public Attendance Surveys (Attached) (Offered at Public Hearing but none completed) I, the undersigned, representing (Legal Name of Applicant) Union County, do hereby certify to the North Carolina Department of Transportation that a Public Hearing was held as indicated above and During the Public Hearing (NO public comments) (Public Comments were made and meeting minutes will be submitted after board approval) The estimated date for board approval of meeting minutes is: Signature or Clerk to the Board Printed Name and Title Affix Seal Here 51 VOLUNTARY TITLE VI PUBLIC INVOLVEMENT Last Updated: 03/05/2026 Date VOLUNTARY TITLE VI PUBLIC INVOLVEMENT Title VI of the Civil Rights Act of 1964 requires the North Carolina Department of Transportation (NC DOT) to gather statistical data regarding participants and beneficiaries of the agency’s federal-aid programs and activities. NC DOT collects information on race, color, national origin, and gender of the attendees to this public meeting to ensure the inclusion of all segments of the population impacted by a proposed project. NCDOT wishes to clarify that this information gathering process is completely voluntary and that you are not required to disclose the statistical data requested to participate in this meeting. This form is a public document used to collect data only. The completed forms will be held on file at the North Carolina Department of Transportation. For Further information regarding this process, please contact the NCDOT Title VI Program at telephone number 919.508.1808 or email at titlevi@ncdot.gov. After completing this form, please fold and place it inside the designated box on the registration table. Thank you for your cooperation. Project Name: FY28 5311 Administrative Grant Date: September 21, 2026 Meeting Location: Union County Government Center Name (please print) Gender: Male Female General ethnic identification categories (check one) Caucasian Hispanic American American Indian/Alaskan Native African American Asian/Pacific Islander Other: ________________________ Color: National Origin: 52 PUBLIC HEARING RECORD Last Updated: 03/05/2026 PUBLIC HEARING RECORD Important – While the state or federal regulations do not require a public hearing, it can be conducted if required locally. Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or combination thereof. APPLICANT: Union County DATE: September 21, 2026 PLACE: Union County Government Center TIME: 6:00 pm How many BOARD MEMBERS attended the public hearing? How many members of the PUBLIC attended the public hearing? Public Attendance Surveys (Attached) (Offered at Public Hearing but none completed) I, the undersigned, representing (Legal Name of Applicant) Union County, do hereby certify to the North Carolina Department of Transportation that a Public Hearing was held as indicated above and During the Public Hearing (NO public comments) (Public Comments were made and meeting minutes will be submitted after board approval) The estimated date for board approval of meeting minutes is: Signature or Clerk to the Board Printed Name and Title Affix Seal Here 53 VOLUNTARY TITLE VI PUBLIC INVOLVEMENT Last Updated: 03/05/2026 Date: VOLUNTARY TITLE VI PUBLIC INVOLVEMENT Title VI of the Civil Rights Act of 1964 requires the North Carolina Department of Transportation (NC DOT) to gather statistical data regarding participants and beneficiaries of the agency’s federal-aid programs and activities. NC DOT collects information on race, color, national origin, and gender of the attendees to this public meeting to ensure the inclusion of all segments of the population impacted by a proposed project. NCDOT wishes to clarify that this information gathering process is completely voluntary and that you are not required to disclose the statistical data requested to participate in this meeting. This form is a public document used to collect data only. The completed forms will be held on file at the North Carolina Department of Transportation. For Further information regarding this process, please contact the NCDOT Title VI Program at telephone number 919.508.1808 or email at titlevi@ncdot.gov. After completing this form, please fold and place it inside the designated box on the registration table. Thank you for your cooperation. Project Name: FFY26 5307 Operational and Capital Grant Date: September 21, 2026 Meeting Location: Union County Government Center Name (please print) Gender: Male Female General ethnic identification categories (check one) Caucasian Hispanic American American Indian/Alaskan Native African American Asian/Pacific Islander Other: ________________________ Color: National Origin: 54 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-526 Agenda Date:9/21/2026 TITLE:..title Recognize Lifesaver Award Recipients INFORMATION CONTACT: Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630 ACTION REQUESTED: Present the Lifesaver Award to Sheriff's Office Deputy Brandie Grant and Deputy Lucas Jacobs. PRIOR BOARD ACTIONS: None. BACKGROUND: Two Union County Sheriff’s Office deputies are being recognized with the Lifesaver Award for their actions during separate emergencies in which their quick thinking, training and decisive actions helped save lives. Deputy Brandie Grant was the first responder to arrive at a medical emergency in Indian Trail involving an individual experiencing a complete airway obstruction. She immediately performed the Heimlich maneuver, successfully clearing the obstruction and restored the individual’s ability to breathe. Deputy Lucas Jacobs is being recognized for his response to a volatile domestic disturbance during which two individuals required immediate medical attention. After bringing the situation under control, Jacobs provided lifesaving aid to one critically injured individual while directing fellow deputies in providing emergency care to the other. His leadership and actions helped preserve both lives until emergency medical personnel arrived. The Lifesaver Award is presented to Union County employees whose actions directly contribute to saving a life. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™55 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-528 Agenda Date:9/21/2026 TITLE:..title A Moment of Change Documentary Screening and Panel Discussion INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: Receive information about and promote upcoming event. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County will host a public screening of A Moment of Change on Thursday, Sept. 24, 2026, at Wingate University. Produced by 100 Strong Productions, the documentary and visual storytelling division of the North Carolina Association of County Commissioners, the film features six North Carolina counties, including Union County, and examines how county governments are addressing growth, changing community needs and other challenges while working to preserve the unique characteristics of their communities. Union County's segment includes interviews with Board of Commissioners Chairman Brian Helms and County staff highlighting growth-related challenges and strategic initiatives underway to plan for the County's future. The documentary screening will be followed by a panel discussion with County leaders focused on Union County's approach to thoughtfully manage growth, including efforts related to rural land use planning, land preservation, agriculture, and economic development. The event is free and open to the public; however, seating is limited and advanced registration is required. Additional event information and registration details are available on unioncountync.gov. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™56 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-530 Agenda Date:9/21/2026 TITLE:..title Grant Application & Allocate Additional FTEs - North Carolina Governor’s Highway Safety Program - Union County Sheriff’s Office Toxicology Lab Expansion INFORMATION CONTACT: Dorothy Thomas, Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: 1) Authorize the County Manager to submit the GHSP grant application and provide required 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, and 2) authorize the addition of two (2) FTEs. PRIOR BOARD ACTIONS: February 17, 2026, Regular Meeting, Agenda Item #26-071 - Authorized 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. BACKGROUND: The Union County Sheriff’s Office is eligible to receive a grant from the North Carolina Governor’s Highway Safety Program (GHSP). The grant will fund two (2) positions in the Union County Sheriff’s Office Crime Lab, with no local match required. The Crime Lab is expanding toxicology services to surrounding counties, increasing the volume of blood alcohol and blood drug kits associated with Driving While Impaired (DWI) cases. This regional expansion allows agencies in neighboring jurisdictions to send blood toxicology kits directly to Union County’s Crime Lab for testing. The GHSP grant provides funding for: ·One (1) Lead Forensic Chemist (Pay Grade O) ·One (1) Forensic Chemist I (Pay Grade M) These positions will increase caseload capacity, reduce processing times, alleviate backlogs, and minimize delays that can contribute to speedy-trial issues or case dismissals. Faster turnaround times support higher conviction rates and reduce recidivism among impaired drivers. These improvements will enhance roadway safety and reduce impaired-driving related fatalities and injuries both within Union County and neighboring regions. The grant is a one-year award covering 100% of costs associated with these positions. Two Union County, NC Printed on 9/8/2026Page 1 of 2 powered by Legistar™57 File #:26-530 Agenda Date:9/21/2026 additional one-year continuation awards may be available, reimbursing approximately 85% in year two and 70% in year three. Requested Personnel: ·Forensic Chemist I (PG M) - approximate salary: $94,154.29 + benefits ·Lead Forensic Chemist (PG O) - approximate salary: $107,293.52 + benefits FINANCIAL IMPACT: None. This is a reimbursement grant with expenditures made in arrears on a quarterly basis. The cost associated with this initial grant period is approximately $288,900, with 100% reimbursement by GHSP. This includes salary, benefits calculated at FY2026 rates, and minimal operational costs (equipment and training) totaling $30,000. No vehicles are associated with the request. Union County, NC Printed on 9/8/2026Page 2 of 2 powered by Legistar™58 59 60 61 62 63 64 65 66 67 68 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-540 Agenda Date:9/21/2026 TITLE:..title Contract Amendment - In-Car Video Services INFORMATION CONTACT: Dorothy Thomas, Union County Sheriff’s Office, Business Manager, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: 1) November 20, 2023, Regular Meeting, Agenda Item #23-787 - Original Agreement Approved 2) September 16, 2024, Regular Meeting, Agenda Item #24-632 - Amendment Approved BACKGROUND: Union County and Utility Associates, Inc. entered into an agreement dated December 1, 2023, whereby the Supplier provides IT equipment, software, and services. This Amendment provides additional IT equipment and software services. Items include ROCKET In-Car Video SaaS, ROCKET In-Car Video HaaS, and ROCKET Tablet HaaS units, to run coterminous with the current agreement through December 31, 2028. 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 for new Union County Sheriff’s vehicles will be made using Sourcewell Contract 051321-UTI quoted by Utility, Inc. FINANCIAL IMPACT: The anticipated cost for the Body Camera Equipment is $150,231,64 and is budgeted accordingly for FY2027 with future expenditures dependent upon annual BOCC budget appropriation. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™69 1 STATE OF NORTH CAROLINA AMENDMENT FIVE COUNTY OF UNION This Amendment, made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, hereinafter referred to as “Client,” and UTILITY ASSOCIATES, INC., hereinafter referred to as “Supplier,” shall modify as indicated that agreement between the parties dated December 1, 2023, as modified by Amendments dated February 20, 2024, September 24, 2024, August 21, 2025, and November 17, 2025, hereinafter referred to as the “Agreement.” W I T N E S S E T H: WHEREAS, the parties entered into an agreement pursuant to which Supplier provides certain IT equipment, software and services (the “Services”); and WHERAS, Client now desires Supplier to provide additional IT equipment, software, and services (the “Additional Services”); and WHERAS, Supplier is willing to provide the Additional Services. 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. In addition to the Services listed in the Agreement, the Supplier agrees to provide the Additional Services reflected on the attached Exhibit A, in accordance with and subject to the terms of the Agreement, which Exhibit A is incorporated herein by reference. 2. Client shall pay Supplier for performance of the Additional Services in accordance with the attached Exhibit A, which fees are in addition to the fees agreed to pursuant to the Agreement. 3. Except as herein amended, the terms and provisions of the Agreement shall remain in full force and effect. 4. Each signatory below warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Amendment. Each signatory further warrants that the execution, delivery and performance by it of this Amendment and the Agreement has been duly authorized and approved by all requisite action of the party’s management and appropriate governing body. [Signatures to follow on next page.] 70 2 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals and have caused this Amendment to be duly executed, this the day and year first above written. UNION COUNTY By: _______________________________(SEAL) Brian W. Matthews, County Manager UTILITY ASSOCIATES, INC. By: _______________________________(SEAL) Approved as to Legal Form CGR This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. ____________________________________ Deputy Finance Officer 71 Quote Utility Associates Inc575 Morosgo Drive NESuite 1000EAtlanta GA 30324United States(800) 597-4707www.utility.com Bill To Ship To Jonathan DavisJONATHAN DAVIS / UCSO SUPPLY ROOM3370 PRESSON RDRear loading dock on delivery shelvesMONROE NC 28110United States JONATHAN DAVIS / UCSO SUPPLY ROOM3370 PRESSON RDRear loading dock on delivery shelvesMONROE NC 28110United States Customer Union County NC Sheriff Date 7/16/2026 Sales Quote#136352 Expires 9/14/2026 Sales Rep Chris Leroux PO# Terms Net 30 This transaction is subject to the terms and conditions laid forth in the Client’s executed Agreement with Utility Associates, Inc. Please forward all inquiries to clientsuccess@utility.com 1 of 1 Item Description Quantity Price Each Amount ICV-S-3 ROCKET In-Car Video Saas - Contract to run coterminous with existing agreement from 9-1-2026 to 12-31-2028 (28 months) 19 $5,144.16 $97,739.04 ICV-H ROCKET In-Car Video HaaS 19 $2,630.00 $49,970.00 TAB-H ROCKET Tablet HaaS 19 $1,010.00 $19,190.00 Shipping (ARM) Shipping 1 $25.00 $25.00 Signature Line Signature:___________________________ Name:_______________________________ Date:________________________________ PO:__________________________________ FedEx (Webstore)1 $0.00 $0.00 Subtotal $166,924.04 Discount ($16,692.40) Subtotal $150,231.64 Sales Tax (%)$10,140.64 Total $160,372.28 dated December 1, 2023, as amended. INT__________ INT_________ INT_________ EXHIBIT A 72 051321-UTI Rev. 10/2020 1 Solicitation Number: RFP #051321 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Utility Associates, Inc., 250 East Ponce de Leon Avenue, Suite 700, Decatur, GA 30030 (Vendor). Sourcewell is a State of Minnesota local government agency and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Public Safety Software from which Vendor was awarded a contract. Vendor desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires July 27, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor. C. SURVIVAL OF TERMS. Articles 11 through 14 survive the expiration or cancellation of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. 73 051321-UTI Rev. 10/2020 2 All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list. 3. PRICING All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable 74 051321-UTI Rev. 10/2020 3 time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Vendor may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing 75 051321-UTI Rev. 10/2020 4 restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract. 76 051321-UTI Rev. 10/2020 5 Vendor’s acceptable forms of payment are included in Attachment A. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the goods to be purchased; 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or 3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. 77 051321-UTI Rev. 10/2020 6 B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made). The Report must contain the following fields: x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address; x Customer City; x Customer State/Province; x Customer Zip Code; x Customer Contact Name; x Customer Contact Email Address; x Customer Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Vendor. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Vendor will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Vendor’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. 78 051321-UTI Rev. 10/2020 7 Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties. D. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it. E. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their 79 051321-UTI Rev. 10/2020 8 respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. LIABILITY Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. 12. GOVERNMENT DATA PRACTICES Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Vendor under this Contract. If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor. b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to its and their respective distributors, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. 80 051321-UTI Rev. 10/2020 9 a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos. b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos. c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor in violation of applicable patent or copyright laws. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Vendor individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract. D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services. 14. GOVERNING LAW, JURISDICTION, AND VENUE Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota. 81 051321-UTI Rev. 10/2020 10 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Vendor will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Written notice of default and a reasonable opportunity to cure must be issued by the party claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: 82 051321-UTI Rev. 10/2020 11 x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Vendor will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 83 051321-UTI Rev. 10/2020 12 4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Vendor’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Vendor to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Vendor’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other 84 051321-UTI Rev. 10/2020 13 insurance applicable to the Vendor or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Vendor must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Vendor conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing. Vendor certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all 85 051321-UTI Rev. 10/2020 14 references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Vendor’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Vendor must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of 86 051321-UTI Rev. 10/2020 15 not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any 87 051321-UTI Rev. 10/2020 16 person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 88 051321-UTI Rev. 10/2020 17 22. CANCELLATION Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Vendor’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Utility Associates, Inc. By: __________________________ By: __________________________ Jeremy Schwartz Michael Nark Title: Chief Procurement Officer Title: Chief Executive Officer Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO Date: ________________________ 89 5)33XEOLF6DIHW\6RIWZDUH 9HQGRU'HWDLOV &RPSDQ\1DPH 8WLOLW\$VVRFLDWHV,QF $GGUHVV (3RQFHGH/HRQ$YHQXH6XLWH KWWSVSURSRUWDOVRXUFHZHOOPQJRY0RGXOH7HQGH'HFDWXU*$ &RQWDFW -HII-RKQVRQ (PDLO SURSRVDOV#XWLOLW\FRP 3KRQH )D[ +67 6XEPLVVLRQ'HWDLOV &UHDWHG2Q 0RQGD\$SULO 6XEPLWWHG2Q 7KXUVGD\0D\ 6XEPLWWHG%\ -HII-RKQVRQ (PDLO SURSRVDOV#XWLOLW\FRP 7UDQVDFWLRQ IDEEDEHIG 6XEPLWWHU V,3$GGUHVV Bid Number: RFP 051321 Vendor Name: Utility Associates, Inc. 90 6SHFLILFDWLRQV 7DEOH3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV *HQHUDO,QVWUXFWLRQVDSSOLHVWRDOO7DEOHV6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFKDGGLWLRQDOGRFXPHQWVWR 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ZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVHUHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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id Number: RFP 051321 Vendor Name: Utility Associates, Inc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id Number: RFP 051321 Vendor Name: Utility Associates, Inc. 106 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-544 Agenda Date:9/21/2026 TITLE:..title Purchase - Motorola APX N70 Portable Radios and APX 4500 Mobile Radios INFORMATION CONTACT: Dorothy Thomas, Union County Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: 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 requests approval to purchase Motorola APX N70 portable radios and Motorola APX 4500 mobile radios to support mission-critical communications for deputies. The APX N70 offers affordable, next-generation communication without compromising P25 interoperability or voice and data quality. It provides durable, easy-to-use functionality for efficient communication between first responders. 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 for new Union County Sheriff’s vehicles will be made using North Carolina Statewide Term Contract 19144 - 725G quoted by Dana Safety. FINANCIAL IMPACT: The anticipated cost for the Vehicle Upfit Equipment is $194,948.80 and is budgeted accordingly for FY2027. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™107 QUOTE-3749015 UNION COUNTY SHERIFF DEPT N70 and APX 4500 07/31/2026 The design, technical, pricing, and other information (“Information”) furnished with this submission is conffdential proprietary information of Motorola Solutions, Inc. or the Motorola Solutions entityproviding this quote (“Motorola”) and is submitted with the restriction that it is to be used for evaluation purposes only. To the fullest extent allowed by applicable law, the Information is not to bedisclosed publicly or in any manner to anyone other than those required to evaluate the Information without the express written permission of Motorola.MOTOROLA, MOTO, MOTOROLA SOLUTIONS, and the Stylized M Logo are trademarks or registered trademarks of Motorola Trademark Holdings, LLC and are used under license. All other trademarks arethe property of their respective owners. © 2020 Motorola Solutions, Inc. All rights reserved. 108 07/31/2026 UNION COUNTY SHERIFF DEPT CAROLINA COMMUNICATIONS 2205 COMMERCE DR MONROE, NC 28110 RE: Motorola Quote for N70 and APX 4500 Dear Jonathan Davis, Motorola Solutions is pleased to present UNION COUNTY SHERIFF DEPT with this quote for quality communications equipment and services. The development of this quote provided us the opportunity to evaluate your requirements and propose a solution to best fulffll your communications needs. This information is provided to assist you in your evaluation process. Our goal is to provide UNION COUNTY SHERIFF DEPT with the best products and services available in the communications industry. Please direct any questions to Zach Fallon at zachfallon@callmc.com. We thank you for the opportunity to provide you with premier communications and look forward to your review and feedback regarding this quote. Sincerely, Zach Fallon Motorola Solutions Manufacturer's Representative QUOTE-3749015 109 Billing Address: UNION COUNTY SHERIFF DEPT CAROLINA COMMUNICATIONS 2205 COMMERCE DR MONROE, NC 28110 US Quote Date:07/31/2026 Expiration Date:09/18/2026 Quote Created By: Zach Fallon zachfallon@callmc.com End Customer: UNION COUNTY SHERIFF DEPT Jonathan Davis jonathan.davis@unioncountync.gov Contract: 19144 - 725G NORTH CAROLINA, STATE OF (NON-ARIBA BASED POS) AGREEMENT: STATE OF NORTH CAROLINA Summary: Any sales transaction resulting from Motorola's quote is based on and subject to the applicable Motorola Standard Terms and Conditions, notwithstanding terms and conditions on purchase orders or other Customer ordering documents. Motorola Standard Terms and Conditions are found at www.motorolasolutions.com/product-terms. Line # Item Number Description Qty Term List Price Sale Price Ext. Sale Price APX™ N70 APX N70 1 H35UCT9PW8AN PORTABLE RADIO APX N70 7/800 MODEL 4.5 10 $5,365.00 $3,316.45 $33,164.50 1a BD00037AB ADD: AUDIO BUNDLE 10 $401.00 $292.73 $2,927.30 1b BD00001AA ADD: CORE BUNDLE 10 $3,323.00 $2,425.79 $24,257.90 1c H499KC ENH: SUBMERSIBLE (DELTA T) 10 $0.00 $0.00 $0.00 1d H38DA ADD: SMARTZONE OPERATION 10 $0.00 $0.00 $0.00 1e Q361CD ADD: P25 9600 BAUD TRUNKING 10 $0.00 $0.00 $0.00 1f Q806CH ADD: ASTRO DIGITAL CAI OPERATION 10 $0.00 $0.00 $0.00 1g QA00580BA ADD: TDMA OPERATION 10 $0.00 $0.00 $0.00 1h QA09001AM ADD: WIFI CAPABILITY 10 $0.00 $0.00 $0.00 1i QA03399AK ADD: ENHANCED DATA 10 $0.00 $0.00 $0.00 1j Q387CB ADD: MULTICAST VOTING SCAN 10 $0.00 $0.00 $0.00 QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 3 110 Line # Item Number Description Qty Term List Price Sale Price Ext. Sale Price 1k BD00010AB ADD: SECURITY BUNDLE 10 $1,227.00 $895.71 $8,957.10 1l H797DW SOFTWARE LICENSE ENH: DVP-XL ENCRYPTION AND ADP 10 $0.00 $0.00 $0.00 1m QA01767BL ADD: P25 LINK LAYER AUTHENTICATION 10 $0.00 $0.00 $0.00 1n Q498BN SOFTWARE LICENSE ENH: ASTRO 25 OTAR W/ MULTIKEY 10 $0.00 $0.00 $0.00 1o Q15AK ADD: AES/DES-XL/DES-OFB ENCRYPTION AND ADP 10 $0.00 $0.00 $0.00 1p QA07680AA ADD: MULTI SYSTEM OTAR 10 $0.00 $0.00 $0.00 1q QA09006AA ADD: ADAPTIVE NOISE SUPPRESSION 10 $0.00 $0.00 $0.00 1r QA08676AA ADD: ADAPTIVE SPEAKER VOLUME 10 $0.00 $0.00 $0.00 1s QA09030AB ADD: MOTOROLA APX HOSTED RADIOCENTRAL 10 $0.00 $0.00 $0.00 1t QA01833AH ADD: EXTREME 1-SIDED NOISE REDUCTION 10 $0.00 $0.00 $0.00 1u QA09028AA ADD: VIQI VC RADIO OPERATION 10 $0.00 $0.00 $0.00 1v QA10089AA ADD: INTELLIGENT NOISE REDUCTION 10 $0.00 $0.00 $0.00 1w QA09017AA ADD: LTE WITH ACTIVE SERVICE AT&T US 10 $0.00 $0.00 $0.00 2 LSV01S03060A APX N70 DMS ESSENTIAL 10 3 YEARS $205.92 $201.80 $2,018.00 3 PSV01S02944A PROVISIONING SUPPORT 1 $0.00 $0.00 $0.00 4 LSV01S03082A RADIOCENTRAL PROGRAMMING 10 1 YEAR $32.04 $31.40 $314.00 5 PMNN4816A PORTABLE RADIO BATTERY IMPRES 2 LI-ION IP68 3200T 10 $225.50 $164.62 $1,646.20 6 PSV03S02463A APX DMS PROVISIONING PD1 1 $0.00 $0.00 $0.00 7 SSV01S01407A SMARTPROGRAMMING 10 1 YEAR $75.00 $73.50 $735.00 8 SSV01S01406A SMARTCONNECT 10 1 YEAR $75.00 $73.50 $735.00 9 SSV01S01476A SMARTLOCATE 10 1 YEAR $75.00 $73.50 $735.00 10 SSV01S01907A SMARTMAPPING 10 1 YEAR $75.00 $73.50 $735.00 QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 4 111 Line # Item Number Description Qty Term List Price Sale Price Ext. Sale Price 11 PMMN4142A PORTABLE RSM XVP730, UL, IP68, 3.5MM JACK, NO KNOB 10 $520.00 $379.60 $3,796.00 12 PMPN4604B CHARGER, DESKTOP SINGLE UNIT IMPRES 2 FAST, US/NA 10 $221.75 $161.88 $1,618.80 APX™ 4500 Enhanced 13 M22URS9PW1BN MOBILE RADIO APX4500 ENHANCED 7/800 MHZ 20 $2,356.00 $1,719.88 $34,397.60 13a G24AX ENH: 3 YEAR ESSENTIAL SVC 20 $216.00 $216.00 $4,320.00 13b GA09008AA ADD: GROUP SERVICES 20 $177.00 $129.21 $2,584.20 13c G996AS SOFTWARE LICENSE ENH: OVER THE AIR PROVISIONING 20 $118.00 $86.14 $1,722.80 13d GA00580AA ADD: TDMA OPERATION 20 $530.00 $386.90 $7,738.00 13e G67DQ ADD: REMOTE MOUNT O2 APXM 20 $350.00 $255.50 $5,110.00 13f QA02756AD ADD: 3600 OR 9600 TRUNKING BAUD SINGLE SYSTEM 20 $1,848.00 $1,349.04 $26,980.80 13g GA01606AA ADD: NO BLUETOOTH/ WIFI/GPS ANTENNA NEEDED 20 $0.00 $0.00 $0.00 13h B18CR ADD: AUXILIARY SPKR 7.5 WATT APX 20 $71.00 $51.83 $1,036.60 13i G843AH ADD: AES ENCRYPTION AND ADP 20 $560.00 $408.80 $8,176.00 13j GA00804AA ADD: APX O2 CH (GREY) 20 $579.00 $422.67 $8,453.40 13k GA01770AA SOFTWARE LICENSE ENH: ENHANCEMENT LEVEL 1 20 $235.00 $171.55 $3,431.00 13l G444AH ADD: APX CONTROL HEAD SOFTWARE 20 $0.00 $0.00 $0.00 13m GA01767AG ADD: RADIO AUTHENTICATION 20 $118.00 $86.14 $1,722.80 13n W22BA ADD: STD PALM MICROPHONE APX 20 $85.00 $62.05 $1,241.00 13o QA09113AB ADD: BASELINE RELEASE SW 20 $0.00 $0.00 $0.00 QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 5 112 Line # Item Number Description Qty Term List Price Sale Price Ext. Sale Price 13p W969BG SOFTWARE LICENSE ENH: MULTIKEY OPERATION 20 $388.00 $283.24 $5,664.80 13q G174AD ADD: ANT 3DB LOW- PROFILE 762-870 20 $50.00 $36.50 $730.00 Grand Total $194,948.80(USD) Notes: ● The Pricing Summary is a breakdown of costs and does not reflect the frequency at which you will be invoiced. Motorola's quote (Quote Number: ________________ Dated: ____________ ) is based on and subject to the terms andconditions of the valid and executed written contract between Customer and Motorola (the "UnderlyingAgreement") that authorizes Customer to purchase equipment and/or services or license software (collectively"Products"). If no Underlying Agreement exists between Motorola and Customer, then the following Motorola'sStandard Terms of use and Purchase Terms and Conditions govern the purchase of the Products which is foundat http://www.motorolasolutions.com/product-terms. The Parties hereby enter into this Agreement as of the Efiective Date. Motorola Solutions, Inc. Customer By: ______________________________ By: ______________________________ Name: ___________________________ Name: ____________________________ Title: ____________________________ Title: ____________________________ Date: ____________________________ Date: ____________________________ ● Promotions: The following promotion(s) have been applied: * Line #1 - APX N SERIES PROMO available from 07/13/2026 to 09/18/2026 ● Unless otherwise noted, this quote excludes sales tax or other applicable taxes (such as Goods and ServicesTax, sales tax, Value Added Tax and other taxes of a similar nature). Any tax the customer is subject to will beadded to invoices. QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 6 113 Line # Item Number Parametric Data 1s QA09030AB PROVAGID = 8b703053-a33c-4ab6-89e7-d37557455bcc,TEMAILAR = ralph.bartlett@unioncountync.gov,CUSTNAME = Ralph, Bartlett,SYSTEMID = 02D0,CCID = rc.unioncountync.gov.1011849900,CLREGION = usgv,PROD ID = N70 1w QA09017AA ENDUSERT = POLICE PROTECTION 3 PSV01S02944A TEMAILAR = ralph.bartlett@unioncountync.gov,CUSTNAME = Ralph, Bartlett,SYSTEMID = 02D0 6 PSV03S02463A PROVAGID = 8b703053-a33c-4ab6-89e7-d37557455bcc,TEMAILAR = ralph.bartlett@unioncountync.gov,CUSTNAME = Ralph, Bartlett,SYSTEMID = 02D0,CCID = rc.unioncountync.gov.1011849900,CLREGION = usgv,PROD ID = N70 QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 7 114 APX N70 PORTABLE RADIO SOLUTION DESCRIPTION OVERIVIEW The APX N70 offers affordable, next generation communications for without compromising P25 interoperability or voice and data quality. It offers a durable design with “pick-up-and- go” functionality, optimizing ease-of-use and focused communications in almost all environments. DURABLE AND EASY TO USE The APX N70 enhances operations with a full color transflective glass display with touch technology for easy operation with gloves on. The touchscreen includes a high velocity user interface with large touch targets, shallow menu hierarchy, home screen information at a glance, and access to integrated apps. Additionally, the N70 offers extended battery life, a shorter antenna, and Bluetooth compatibility with audio accessories, promoting efficient communications between first responders. Mission-Critical Audio For first responders in mission-critical situations, the APX N70 offers high dynamic range microphones and an adaptive sound engine that minimizes background noise and promotes clarity, amplifying intelligible voice communication between first responders. ESSENTIAL AND SECURE P25 COMMUNICATIONS The APX N70 is certified compliant with P25 standards and supports digital and analog trunking, FDMA and TDMA, and Integrated Voice and Data. P25 communications over the N70 are safe and secure–it offers software and hardware encryption, single- and multi key encryption, and P25 Authentication, protecting communications during daily operations. Reliable Connectivity Using the APX N70 lets first responders stay connected across disparate networks. It can be equipped with LTE, Wi-Fi®, Bluetooth®, and GPS features, bringing future-ready applications, services, and best-in-class connectivity to everyday users. APX N70 radios support 7/800 MHz frequency bands across radio systems with minimal intervention by the radio user. Managing and Provisioning Devices APN N70 provides users greater awareness and faster radio management through Customer Programming Software (“CPS”), Radio Management (“RM”), or the Radio Central programming. These tools transform accurate data into smarter action by enabling dispatchers and network managers to keep radios in the field, make informed operational decisions, and, above all, protect first responders' focus and safety. Customer Programming Service CPS is a proprietary, Windows-based application used to configure APX subscriber radios in offline situations. The CPS application offers drag-and-drop, clone-wizard, and basic import/export functions that allow for the addition of new software and feature enhancements. APX N radios can be programmed one-at-a-time on a local PC, via secure USB port QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 8 115 connection, with TLS-PSK based encryption. Once loaded, subscriber radios are read, and edited, and copdeplugs and templates can be saved and duplicated to program other fleet radios. Radio Management Batch Programming is available through the RM software for simultaneous programming and upgrading throughout the radio fleet. With Batch Programming, up to 16 radios can be programmed at once over a Wi-Fi connection. This reduces programming time and ensures that the radio fleet is always up-to-date and ready-to-use in the field. Device Management Services Device Management Services (“DMS”) packages provide programming, management, and maintenance services to maximize the effectiveness of this APX N70 solution, while reducing maintenance risk, workload, and total cost of ownership. DMS tackles a range of customer needs, whether the solution is self-maintained or managed by Motorola Solutions. Using Motorola Solutions’ cloud-based Radio Central Programming, APX N70 supports faster provisioning and deployment to get devices in the hands of first responders and out into the field. Parameters such as talk groups, interface options, and security keys can be programmed remotely within minutes. The DMS package provides access to batch programming with Radio Central Programming or one-at-a-time basic programming with Customer Programming Service, described below. Radio Central Radio Central Programming streamlines the APX N70 out-of-the-box experience with a few simple steps. Users will power on the device and view a boot-up animation. Status bar icons on the front display indicate when a connection is made and an update download is initiated. If the APN N70 device is being started for the first time, a “peek-in” device management notification will indicate that the default configuration is detected. When the update download is complete, the device reboots and installs the update. When the install is complete, the device goes back to the full home screen and notifies the user that the update is complete. From power on to provisioning, the process takes less than a minute. For Encryption and Authentication users, a KVL needs to be connected to the radio to use those services. APX N70 also features Touchless Key Provisioning (“TKP”), leveraging Radio Central and Key Management Facility to add encryption keys remotely. This streamlined, one-time process reduces the time and effort spent enabling encryption. TKP delivers the initial encryption keys to APN N70 radios. Users can provision encryption on one radio or on batches of radios, further speeding up the encryption process for radio fleets. The figure below illustrates APX N70’s faster provisioning process. QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 9 116 QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 10 117 APX N-SERIES DEVICE MANAGEMENT SERVICES - ESSENTIAL STATEMENT OF WORK OVERVIEW Device Management Servces (“DMS”) efficiently maintains the Customer’s device fleet while helping to keep devices up-to-date and fully operational in the field. DMS Essential services provide basic hardware and software support. This Statement of Work (“SOW”), including all of its subsections and attachments is an integral part of the applicable agreement (“Agreement”) between Motorola Solutions, Inc. (“Motorola Solutions”) and Customer (“Customer”). In the event of a conflict between the terms and conditions of the Agreement and the terms and conditions of this SOW, this SOW will control as to the inconsistency only. The SOW applies to the device specifically named in the Agreement. HARDWAREREPAIR Hardware Repair provides repair coverage for internal and external device components that do not work in accordance with published specifications. Repair services are performed at a Motorola Solutions-operated or supervised facility. The device will be repaired to bring it to compliance with its specifications, as published by Motorola Solutions at the time of delivery of the original device. For malfunctioning devices that must be replaced, Motorola Solutions will attempt to read the codeplugs from those devices. If successful, Motorola Solutions will load the codeplug to any replacement devices. If not, Motorola Solutions will load a factory codeplug, and the Customer will need to load the previous codeplug. Motorola Solutions will load factory available firmware to any replacement devices, which may not match the Customer’s firmware version. MOTOROLA SOLUTIONS RESPONSIBILITIES •Repair or replace malfunctioning device, as determined by Motorola Solutions. •Complete repair or replacement with a turnaround time of five business days in-house, provided the device is delivered to the repair center by 9:00 a.m. (local repair center time). Turnaround time represents thetime a product spends in the repair process, and does not include time in transit to and from the Customer’s site. Business days do not include US holidays or weekends. •If applicable, apply periodically-released device updates, in accordance with an Engineering Change Notice. •Provide two-way air shipping when a supported Motorola Solutions electronic system, such as MyView Portal, is used to initiate a repair. A shipping label will be generated via the electronic system. CUSTOMER RESPONSIBILITIES •For non-contiguous renewals, Customer must provide a complete list, preferably in electronic format, of all hardware serial numbers to be covered under the Agreement to Motorola Solutions. •Initiate device repairs, as needed. •When initiating a repair via a supported Motorola Solutions electronic system, label each package correctly with the shipping label and Return Material Authorization (“RMA”) number generated by the electronic system. •When initiating a repair via paper Return Material Form (“RMF”), the RMF must be completed for each device, included in the package with the device, and shipped to the Motorola Solutions depot specified on the RMF. •Remove any data or other information from the device that the Customer wishes to destroy or retain prior to sending the device for repair. QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 11 118 •If a malfunctioning device must be replaced and the Customer has loaded information for that device to Motorola Solutions’ cloud environment, the Customer will need to remove the information for the malfunctioning device and add information for the replacement device to the applicable cloud environment. LIMITATIONS AND EXCLUSIONS The Customer will incur additional charges at the prevailing rates for any activities that are not included or are specifically excluded from this service scope, as described below. Motorola Solutions will notify the Customer and provide a quotation of any incremental charges related to such exclusions prior to completing the repair and said repair will be subject to Customer’s acceptance of the quotation. •Replacement of consumable parts or accessories, as defined by product, including but not limited to batteries, cables, and carrying cases. •Repair of problems caused by: •Natural or manmade disasters, including but not limited to internal or external damage resulting from fire, theft, and floods. •Third-party software, accessories, or peripherals not approved in writing by Motorola Solutions for use with the device. •Using the device outside of the product’s operational and environmental specifications, including improper handling, carelessness, or reckless use. •Unauthorized alterations or attempted repair, or repair by a third party. •Non-remedial work, including but not limited to administration and operator procedures, reprogramming, and operator or user training. •Problem determination and/or work performed to repair or resolve issues with non-covered products. For example, any hardware or software products not specifically listed on the service order form are excluded from service. •File backup or restoration. •Completion and test of incomplete application programming or system integration if not performed by Motorola Solutions and specifically listed as covered. •Accidental damage, chemical or liquid damage, or other damage caused outside of normal device operating specifications, except if optional Accidental Damage Coverage was purchased. •Cosmetic imperfections that do not affect the functionality of the device. •Software support for unauthorized modifications or other misuse of the device software is not covered. Motorola Solutions is not obligated to provide support for any device that has been subject to the following: •Repaired, tampered with, altered or modified (including the unauthorized installation of any software) — except by Motorola Solutions authorized service personnel. •Subjected to unusual physical or electrical stress, abuse, or forces or exposure beyond normal use within the specified operational and environmental parameters set forth in the applicable product specification. •If the Customer fails to comply with the obligations contained in the Agreement, the applicable software license agreement, and Motorola Solutions terms and conditions of service. DEVICETECHNICALSUPPORT Motorola Solutions’ Device Technical Support service provides telephone consultation for device and accessory issues. Support is delivered through the Motorola Solutions Centralized Managed Support Operations (“CMSO”) organization by a staff of technical support specialists. For Device Technical Support, Motorola Solutions will respond to calls within two (2) hours during the support days. Support hours are 7 a.m. to 7 p.m. CST Monday through Friday, excluding US holidays. In addition, Customers may contact the Call Management Center (800-MSI-HELP) at any time (24 hours a day, seven days a week) and a Motorola Solutions representative will log a technical request in Motorola Solutions Case Management System on the Customer’s behalf. QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 12 119 MOTOROLA SOLUTIONS RESPONSIBILITIES •Provide technical support for devices, assessing and troubleshooting reported issues. •Receive and log Customer support requests, and assign a technical representative to respond to a Customer incident per the defined timeframes. CUSTOMER RESPONSIBILITIES •Use the provided methods to contact Motorola Solutions technical support. •Provide sufficient information to allow Motorola Solutions technical support agents to diagnose and resolve Customer issues. •Provide contact information for field service technicians in the event that Motorola Solutions has to follow up. LIMITATIONS AND EXCLUSIONS •Device support does not include Land Mobile Radio (“LMR”) network, Wi-Fi, and LTE network troubleshooting. Software Maintenance Motorola Solutions is continually developing new features and functionality for our portfolio of public-safety-grade radios. By purchasing software maintenance, the Customer can take advantage of these firmware releases and future-proof their communications investment. MOTOROLA SOLUTIONS RESPONSIBILITIES •Test all firmware releases to minimize software defects. •Announce new firmware releases and post release notes in a timely manner via MyView Portal. •Provide firmware updates. Motorola Solutions makes no guarantees as to the frequency or timing of firmware updates. •Provide upgrade capability through supported Programming Tools. •Provide programming and service tools and technical support through the firmware support window. •Provide documentation via MyView Portal with each release detailing new features, bug fixes, and any known issues. CUSTOMER RESPONSIBILITIES •Periodically check MyView Portal for firmware update announcements. •Keep the radio fleet updated with firmware versions within the support window. MyView Portal Access MyView Portal is the single location to track the status of subscriptions and service contracts, including start and end dates. This portal includes order, RMA, and technical support ticket status, as well as a consolidated download site for software and documentation. Outside of pre-announced maintenance periods, MyView Portal will be available on a best effort 24/7 basis. Motorola Solutions cannot guarantee the availability of Internet networks outside of our control. MOTOROLA SOLUTIONS RESPONSIBILITIES •Provide a web accessible, secure portal to view the Customer’s data. •Provide the Customer with login credentials for the site. •Provide end-user training for the site. •Provide technical support to answer end user questions between the hours of 8 a.m. to 5 p.m. CST Monday through Friday, excluding US holidays. QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 13 120 •Keep the site updated with the latest Customer information. CUSTOMER RESPONSIBILITIES •Provide Motorola Solutions with contact information for administrative users. •Administer user access. •Provide Internet access for users to access the site. •Attend available MyView Portal training. •Protect login information against unauthorized use. •Provide Motorola Solutions with updated equipment information, as needed. QUOTE-3749015N70 and APX 4500 Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists betweenMotorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products. Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Page 14 121 Purchase Order Checklist NA OM Marked as PO/Contract/Notice to Proceed on Company Letterhead (PO will not be processed without this) PO Number/Contract Number PO Date Vendor =Motorola Solutions,Inc. Payment (Billing)Terms/State Contract Number Bill-To Name on PO must be equal to the Legal Bill-To Name Bill-To Address Ship-To Address (If we are shipping to a MR location,it must be documented on PO) Ultimate Address (If the Ship-To address is the MR location then the Ultimate Destination address must be documented on PO ) PO Amount must be equal to or greater than Order Total Non-Editable Format (Word/Excel templates cannot be accepted) Tax Exemption Status Signatures (As required) NOTE:When an email order is submitted a confirmation is sent from Motorola AutoNotify referencing a case number. Once checklist is complete,order still must go through Order Validation/Credit Approval 122 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-539 Agenda Date:9/21/2026 TITLE:..title Contract - Twelve-Mile Creek Biosolids Services INFORMATION CONTACT: Christopher Clark, Union County Water - Water and Wastewater Operations, Director, 704-296-4215 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water owns and operates the Twelve-Mile Creek Water Reclamation Facility, which produces biosolids as a byproduct of the wastewater treatment process. The facility generates approximately 12,000 wet tons of biosolids annually. Federal and state regulations require these biosolids to be managed and disposed of using approved methods that protect public health and the environment. This contract provides for the transportation, processing and beneficial reuse of the biosolids at a permitted composting facility. The Procurement Department partnered with Union County Water to issue Request for Proposal 2026-072 Twelve-Mile Creek WRF Biosolids Services. On May 19, 2026, one proposal was received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. As a result, the team requests approval to enter into a contract with the top scoring/ranked preferred offeror, McGill Environmental Systems of NC, Inc. to provide Biosolids disposal services. FINANCIAL IMPACT: The anticipated annual cost for this service is $1,500,000. Since this contract contains an initial term of three years with five additional one-year renewal options, a total of $12,000,000 is estimated to be spent. Funding is available in the adopted FY2027 budget with future expenditures subject to annual BOCC budget appropriation. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™123 Simple Services (Updated 03.11.26) 1 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 North Main Street, Monroe, NC 28112, hereinafter “Union,” and MCGILL ENVIRONMENTAL SYSTEMS OF N.C., INC., a North Carolina corporation, whose address is 634 Christian Chapel Church Rd., New Hill, NC 27562, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Union desires that Contractor perform certain services related to the removal, transport, beneficial reuse, and management of certain biosolids produced by Union; and WHEREAS, Contractor is willing to perform such services as described in this Agreement. 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. SERVICES PERFORMED. Contractor agrees to perform certain services related to the removal, transport, beneficial reuse, and management of certain biosolids produced by Union in accordance with, and as further described in, (i) Union’s Request for Proposal No. 2026-072, “Twelve Mile Creek WRF Biosolids Services,” including, without limitation, Section 4 therein, and Addendum No. 1 thereto dated May 12, 2026 (the “RFP”), and (ii) Contractor’s proposal dated May 18, 2026 (the “Proposal”), which are each attached and incorporated herein by reference (hereinafter the “Services”), to the extent they do not conflict with the terms and provisions of this agreement document. The contract documents shall be comprised of this agreement document, including Exhibit A (pages 1-8), the RFP, the Proposal, and the Fuel Surcharge Table, collectively referred to herein as the “Agreement.” In the event of any conflict among the contract documents, the RFP shall govern over the Proposal, the Fuel Surcharge Table shall govern over the RFP and the Proposal, and this agreement document, including Exhibit A (pages 1-8) shall govern over the Fuel Surcharge Table, RFP, and the Proposal. In performing the Services, the Contractor shall comply with all applicable law. Union is not obligated by this Agreement to request or purchase any minimum amount of Services. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor for performance of the Services in accordance with the unit pricing as set forth in the Proposal (Section G – Appendix A – Cost Proposal). However, in lieu of the fuel surcharge noted in the Proposal, Union will pay a monthly fuel surcharge based upon a percentage of the monthly transportation cost for the transfer of biosolids to the processing facility (“Fuel Surcharge”). The monthly Fuel Surcharge will be calculated by (1) obtaining the previous month’s average monthly Diesel (On-Highway)- All Types price for the Lower Atlantic (PADD1c), as published by the U.S. Energy Information Administration (current link found here: https://www.eia.gov/dnav/pet/pet_pri_gnd_dcus_r1z_w.htm); (2) using the amount obtained in Step 1 and finding the corresponding FSC level for that amount in the “Fuel Surcharge Table,” which is attached and incorporated herein by reference; and (3) multiplying the FSC level found in Step 2 by the month’s transportation costs. The resulting amount is the monthly 124 Simple Services (Updated 03.11.26) 2 Fuel Surcharge to be added to the monthly invoice. Additionally, the unit pricing may be adjusted annually during the Initial Term (no more than once per year) after the first twelve (12) months of the Initial Term by either (i) four percent (4%), or (ii) the previous twelve (12) month percentage change of the Consumers Price Index- Urban (CPI-U), Water, Sewer and Trash Collection Services, as published by the Bureau of Labor Statistics, United States Department of Labor, whichever is greater. Any such unit pricing adjustment request must be submitted in writing to Union, along with documentation, at least sixty (60) days prior to the effective date of the requested increase. Union reserves the right to request additional supporting documentation and to reject any requested increase that is not adequately justified by the submitted documentation. If Union exercises its right to any Renewal Term (as set forth in Section 3 below), the unit pricing during any such Renewal Term shall be determined by a market review study determining the accurate unit pricing for any Renewal Term taking into account market conditions since the last establishment of the unit pricing. The market review study shall be conducted by a mutually agreed- upon third-party consultant, who shall be selected in accordance with applicable law. Union agrees to pay the reasonable costs for conducting the market review study. Both parties agree to provide the third-party consultant any information, including pricing, business costs, equipment, labor, and other information reasonably requested by the third-party consultant. The third-party consultant will provide the study that includes unit pricing for the Renewal Term to both parties. Both parties agree these unit prices set forth in the market review study will be binding during the applicable Renewal Term. Contractor shall invoice Union on a monthly basis for Services performed during the previous month. No terms and conditions referenced in or included on Contractor’s invoice shall be deemed to apply unless agreed upon by Union in a mutually executed amendment to this Agreement. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Department. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have an initial term of three (3) years (the “Initial Term”). Union has the option, in its sole discretion, to extend the Agreement for up to five (5) additional one- year terms (each a “Renewal Term”), by providing notice to Contractor prior to the end of the then- current term. Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall be paid for Services performed to the date of notification of termination by Union. 4. UNACCEPTABLE BIOSOLIDS CLAUSE. Union certifies that none of the materials (biosolids or water treatment residuals) to be provided to Contractor by Union under this Agreement (i) constitute hazardous waste as defined under federal, state, or local laws applicable to the Services, as these laws may be amended from time to time or (ii) contain specific constituents in quantities or concentrations that, alone or in conjunction with other sources, adversely affect the operational performance of Contractor’s facility or prevents the marketing or distribution of Contractor’s product (i.e. compost), in each case as reasonably determined by Contractor. Union shall provide Contractor analyses of the biosolids generated at the frequency required by regulatory agencies having jurisdiction. If such quantities or concentrations are discovered, Contractor will notify Union with a reasonable time to correct such actions. Contractor has the right to carry the 125 Simple Services (Updated 03.11.26) 3 contaminants in the biosolids or water treatment residuals to a commercial landfill at the current cost of a tipping fee at the landfill per wet ton plus the additional cost of transportation to the landfill incurred by Contractor. 5. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 6. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 7. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 8. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has complied with all federal, state and local laws regarding the location and operation of Contractor’s business and regarding business permits, certificates, and licenses that may be required to carry out the work to be performed under this Agreement. 9. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 10. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 11. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 12. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 126 Simple Services (Updated 03.11.26) 4 13. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 14. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 15. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 16. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 17. APPLICABLE LAW AND JURISDICTION. 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. 18. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 19. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 20. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party 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. 21. 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. Contractor shall ensure that Contractor 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. A breach of 127 Simple Services (Updated 03.11.26) 5 this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. [Signatures follow on the next page.] 128 Simple Services (Updated 03.11.26) 6 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY By: (SEAL) Brian W. Matthews, County Manager Date: _______________________________ MCGILL ENVIRONMENTAL SYSTEMS OF N.C., INC. By: (SEAL) Date: _____________________________ Approved as to Legal Form BTI This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 129 Simple Services (Updated 03.11.26) 7 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. 130 Simple Services (Updated 03.11.26) 8 B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Water Contract #: 10428 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 131 At least less than FSC Level $0.00 $2.58 0.00% $2.58 $2.66 0.79% $2.66 $2.74 1.57% $2.74 $2.82 2.36% $2.82 $2.90 3.14% $2.90 $2.98 3.93% $2.98 $3.06 4.72% $3.06 $3.14 5.50% $3.14 $3.22 6.29% $3.22 $3.30 7.07% $3.30 $3.38 7.86% $3.38 $3.46 8.65% $3.46 $3.54 9.43% $3.54 $3.62 10.22% $3.62 $3.70 11.00% $3.70 $3.78 11.79% $3.78 $3.86 12.58% $3.86 $3.94 13.36% $3.94 $4.02 14.15% $4.02 $4.10 14.93% $4.10 $4.18 15.72% $4.18 $4.26 16.51% $4.26 $4.34 17.29% $4.34 $4.42 18.08% $4.42 $4.50 18.86% $4.50 $4.58 19.65% $4.58 $4.66 20.44% $4.66 $4.74 21.22% $4.74 $4.82 22.01% $4.82 $4.90 22.79% $4.90 $4.98 23.58% $4.98 $5.06 24.37% $5.06 $5.14 25.15% $5.14 $5.22 25.94% $5.22 $5.30 26.72% $5.30 $5.38 27.51% $5.38 $5.46 28.30% $5.46 $5.54 29.08% $5.54 $5.62 29.87% $5.62 $5.70 30.65% $5.70 $5.78 31.44% $5.78 $5.86 32.23% $5.86 $5.94 33.01% $5.94 $6.02 33.80% $6.02 $6.10 34.58% $6.10 $6.18 35.37% $6.18 $6.26 36.16% McGill Environmental Systems of NC., Inc. Fuel Surcharge Table 1 of 2 RATELEVEL 132 At least less than FSC Level McGill Environmental Systems of NC., Inc. Fuel Surcharge Table $6.26 $6.34 36.94% $6.34 $6.42 37.73% $6.42 $6.50 38.51% $6.50 $6.58 39.30% $6.58 $6.66 40.09% $6.66 $6.74 40.87% $6.74 $6.82 41.66% $6.82 $6.90 42.44% $6.90 $6.98 43.23% $6.98 $7.06 44.02% $7.06 $7.14 44.80% $7.14 $7.22 45.59% $7.22 $7.30 46.37% $7.30 $7.38 47.16% $7.38 $7.46 47.95% $7.46 $7.54 48.73% $7.54 $7.62 49.52% $7.62 $7.70 50.30% $7.70 $7.78 51.09% $7.78 $7.86 51.88% $7.86 $7.94 52.66% $7.94 $8.02 53.45% $8.02 $8.10 54.23% $8.10 $8.18 55.02% $8.18 $8.26 55.81% $8.26 $8.34 56.59% $8.34 $8.42 57.38% $8.42 $8.50 58.16% $8.50 $8.58 58.95% $8.58 $8.66 59.74% $8.66 $8.74 60.52% $8.74 $8.82 61.31% $8.82 $8.90 62.09% $8.90 $8.98 62.88% $8.98 $9.06 63.67% $9.06 $9.14 64.45% $9.14 $9.22 65.24% $9.22 $9.30 66.02% $9.30 $9.38 66.81% $9.38 $9.46 67.60% $9.46 $9.54 68.38% $9.54 $9.62 69.17% $9.62 $9.70 69.95% $9.70 $9.78 70.74% $9.78 $9.86 71.53% $9.86 $9.94 72.31% $9.94 $10.02 73.10% 2 of 2 RATELEVEL 133 May 19, 2026 11:00 AM Local Time Electronic Submission Union County Government Center Procurement Department 600 Patton Ave, Monroe, NC 28110 Request for Proposal No. 2026-072 Twelve Mile Creek WRF Biosolids Services Due Date: Time: Submittal Location: Procurement Contact: Juan Rodriguez-Cruz Procurement Specialist 704.283.3519 Juan.Rodriguez-Cruz@unioncountync.gov 134 Page 2 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services Contents 1 Notice of Advertisement ................................................................................................................ 4 2 Submittal Details ........................................................................................................................... 5 2.1 PROPOSAL SUBMISSION DEADLINE AND DELIVERY ADDRESS................................................................................. 5 2.2 PROPOSAL SUBMISSION REQUIREMENTS ................................................................................................................ 5 2.3 NON-MANDATORY PREPROPOSAL CONFERENCE AND SITE VISIT ............................................................................. 5 2.4 PROPOSAL QUESTIONS ........................................................................................................................................... 5 2.5 PROPOSAL ADDENDUM .......................................................................................................................................... 6 2.6 COMMUNICATION................................................................................................................................................... 6 3 Introduction ................................................................................................................................... 6 3.1 COUNTY ................................................................................................................................................................. 6 3.2 PURPOSE ................................................................................................................................................................ 6 3.3 PROJECT BACKGROUND .......................................................................................................................................... 6 4 Scope of Services ............................................................................................................................ 7 4.1 INTENT ................................................................................................................................................................... 7 4.2 SUMMARY OF SERVICES ......................................................................................................................................... 7 4.3 PLANNING AND ADMINISTRATION .......................................................................................................................... 7 4.4 USE & MAINTENANCE OF UCW EQUIPMENT & FACILITIES ................................................................. 8 4.5 EQUIPMENT ............................................................................................................................................................ 8 4.6 REMOVAL AND TRANSPORTATION OF BIOSOLIDS .................................................................................................... 8 4.7 DEWATERED WASTE ACTIVATED BIOSOLIDS REMOVAL DOCUMENTATION ............................................................ 9 4.8 MONITORING, RECORD KEEPING, AND REPORTING ................................................................................................ 10 4.9 USE OF SUBCONTRACTORS ................................................................................................................................... 10 4.10 SPILL CONTROL AND CLEAN-UP PROCESS.............................................................................................................. 10 4.11 SAFETY PROGRAM ............................................................................................................................................... 11 4.12 INSPECTION RIGHTS .............................................................................................................................................. 11 5 Detailed Submittal Requirements and Instructions ................................................................. 11 5.1 TERMS OF SUBMISSION ......................................................................................................................................... 11 5.2 DUPLICATE PROPOSALS......................................................................................................................................... 12 5.3 PROPOSAL FORMAT .............................................................................................................................................. 12 5.3.1 Section A – Cover Letter .............................................................................................................................. 13 5.3.2 Section B – project team .............................................................................................................................. 13 5.3.3 Section C – project experience..................................................................................................................... 14 5.3.4 Section D – project management, approAch and quality control ................................................................. 14 5.3.5 Section E – Reputation of respondent .......................................................................................................... 15 5.3.6 Section F – References................................................................................................................................. 15 5.3.7 section g – Cost Proposal ............................................................................................................................ 15 5.3.8 Section H – Required Signature Forms ....................................................................................................... 16 6 Evaluation Criteria and Selection Process................................................................................. 16 6.1 SELECTION PARTICIPANTS .................................................................................................................................... 16 6.2 EVALUATION SELECTION PROCESS ...................................................................................................................... 16 6.3 AWARD PROCEDURE ............................................................................................................................................ 17 7 General Conditions and Requirements ..................................................................................... 18 7.1 TERMS AND CONDITIONS...................................................................................................................................... 18 7.2 COST ADJUSTMENTS ............................................................................................................................................. 19 7.3 TRAVEL AND EXPENSE POLICY ............................................................................................................................ 19 7.4 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 19 7.5 SUB-OFFEROR/PARTNER DISCLOSURE ................................................................................................................. 19 135 Page 3 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 7.6 EXCEPTION TO THE RFP ....................................................................................................................................... 19 7.7 MODIFICATION OR WITHDRAWAL OF PROPOSAL .................................................................................................. 20 7.8 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 20 7.9 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN ...................................................................................... 20 7.10 LICENSES .............................................................................................................................................................. 20 7.11 E-VERIFY ............................................................................................................................................................. 20 7.12 DRUG-FREE WORKPLACE .................................................................................................................................... 20 7.13 INSURANCE .......................................................................................................................................................... 21 7.14 INDEMNIFICATION ................................................................................................................................................ 23 8 Appendix A – Cost PropOsal...................................................................................................... 25 9 Appendix B – Proposal Submission Form ................................................................................. 27 10 Appendix C – Addendum and Anti-Collusion Form................................................................ 28 11 Appendix D – Template Contract .............................................................................................. 29 136 Page 4 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 1 NOTICE OF ADVERTISEMENT Union County, North Carolina Request for Proposals No. 2026-072 Twelve Mile Creek WRF Biosolids Services Electronic proposals will be received by the Union County’s Procurement & Contract Management Department by 11:00 AM EDT on May 19 , 202 6. Late submittals will not be accepted. Union Electronic proposals will be received by the Union County’s Procurement & Contract Management Department by 11:00 AM EDT on May 19, 2026. Late submittals will not be accepted. A Non-Mandatory, Pre-Proposal Conference and Site Visit will be held on April 28, 2026 beginning at 10:00 AM EST. at Twelve Mile Creek Water Reclamation Facility, 8299 Kensington Dr., Waxhaw, NC 28173. Representatives from Union County Water will be on-hand to give a brief overview of the project and to answer questions. Attendance at this meeting is strongly encouraged. Union County, through Union County Water, is soliciting proposals from experienced and qualified firms to provide biosolids services for Dewatered Waste Activated Biosolids produced at the Twelve Mile Creek Water Reclamation Facility, including removal, transport, and composting/beneficial reuse. Copies of the solicitation may be obtained from the locations listed below: 1. Download the Solicitation Documents from the Union County website: https://www.unioncountync.gov/departments/bids-procurement/current-bids 2. Download the Solicitation Documents from the State of North Carolina eVP website: https://evp.nc.gov/solicitations/ (Search County of Union) All questions about the meaning or intent of the RFP Documents are to be submitted in writing to the Procurement Representative listed on the cover page (Juan.Rodriguez-Cruz@unioncountync.gov) no later than May 6, 2026, at 5:00 PM Local Time. Union County reserves the right to reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest. Union County reserves the right to award to multiple vendors. Offerors are required to comply with the non-collusion requirements set forth in the Solicitation Documents. Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses. --End of Advertisement-- 137 Page 5 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 2 SUBMITTAL DETAILS 2.1 PROPOSAL SUBMISSION DEADLINE AND DELIVERY ADDRESS All Proposals are to be received electronically by the Union County Procurement Department no later than May 19 , 2026, at 11:00 AM Local Time, per the instructions below. Any proposals received after this date and time shall be rejected without exception. 2.2 PROPOSAL SUBMISSION REQUIREMENTS The proposal must be submitted electronically using the following link: https://lfportal.unioncountync.gov/Forms/procurementsubmit. The proposal must be signed by a person who is authorized to bind the proposing Company. Instructions for preparing the proposal are provided herein. Select the solicitation drop down arrow and choose this RFP from the list. Complete the form, upload your proposal as one (1) complete document, and select submit. The maximum accepted size is 30 MB. A delivery notification email, from LF-Forms@co.union.nc.us, will be sent as your confirmation of receipt. Paper submissions and/or email submissions will not be accepted. There is no expressed or implied obligation for Union County to reimburse for any expenses incurred in preparing proposals in response to this request. Union County reserves the right to reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest, cancel this solicitation and award to multiple vendors. 2.3 NON-MANDATORY PREPROPOSAL CONFERENCE AND SITE VISIT A Non -Mandatory Pre-Proposal Conference and Site Visit will be held on April 28, 2026 beginning at 10:00 AM EST. at the Twelve Mile Creek Water Reclamation Facility, 8299 Kensington Dr., Waxhaw, NC 28173. Representatives from Union County Water will be on- hand to give a brief overview of the project and to answer questions. Although attendance at this meeting is not mandatory, it is strongly encouraged. Individual requests for site visits will not be accommodated. 2.4 PROPOSAL QUESTIONS Proposal questions will be due on or before May 6, 202 6, at 5:00 PM Local Time. The primary purpose of this is to provide participating vendors with the opportunity to ask questions, in writing, related to the RFP. Submit questions by email to Juan Rodriguez-Cruz at Juan.Rodriguez- Cruz@unioncountync.gov by the deadline shown above. The email should identify the proposal number and title. All questions and answers may be posted as addenda on www.unioncountync.gov and https://evp.nc.gov/solicitations/. 138 Page 6 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 2.5 PROPOSAL ADDENDUM Union County may modify the RFP prior to the date fixed for submission of proposals by the issuance of an addendum. Should an Offeror find discrepancies or omissions in this RFP, or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above. Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged by the Offeror on Appendix C, Addendum and Anti-Collusion Form . 2.6 COMMUNICATION All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to this Request for Proposals must be made only through the Procurement Contact noted on the cover of this RFP. A violation of this provision is cause for the County to reject a Company’s proposal. No contact regarding this document with other County employees is permitted and may be grounds for disqualification. 3 INTRODUCTION 3.1 COUNTY The County (estimated population 263,386) is located in the central, southern piedmont. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration. 3.2 PURPOSE Union County, through Union County Water (UCW), is seeking proposals from qualified firms to provide Twelve Mile Creek WRF Biosolids Services. The purpose of this Request for Proposals is to solicit proposals from qualified firms to establish a contract for the removal, transport, and processing or beneficial reuse of Dewatered Waste Activated Biosolids produced at the Twelve Mile Creek Water Reclamation Facility (WRF). All work shall be performed in accordance with applicable federal, state, and local regulations, including all permit requirements. 3.3 PROJECT BACKGROUND Union County Water owns and operates the Twelve Mile Creek Water Reclamation Facility (WRF), located at 8299 Kensington Drive, Waxhaw, NC 28173. The Twelve Mile Creek WRF produces Dewatered Waste Activated Biosolids as part of the wastewater treatment process. The Waste Activated Sludge is dewatered prior to removal and transport. The estimated sludge production is approximately 13,200 Wet tons per year. Biosolids are typically dewatered to an average solids concentration of approximately 15% to 20%. Union County produces approximately 50 wet tons of dewatered biosolids per day at 16% to 18% solids. Dewatering operations are expected to occur approximately twenty three (23) hours per day, Seven (7) days per week. The County does not guarantee the estimated quantities 139 Page 7 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services or percent solids produced during the contract period, and actual quantities may vary. The County is seeking a qualified Contractor to provide reliable removal, transport, and processing or beneficial reuse of Dewatered Waste Activated Biosolids from the Twelve Mile Creek WRF. 4 SCOPE OF SERVICES 4.1 INTENT UCW owns and operates the Twelve Mile Creek Water Reclamation Facility (WRF). This facility produces Dewatered Waste Activated Biosolids as part of the wastewater treatment process. UCW desires to have Dewatered Waste Activated Biosolids removed and transported from the Twelve Mile Creek WRF for processing, beneficial reuse, or disposal in accordance with all applicable federal and state regulations. 4.2 SUMMARY OF SERVICES Contractor shall furnish all permits, labor, materials and equipment required to remove, transport, beneficially reuse, and otherwise manage all Dewatered Waste Activated Biosolids produced at the Twelve Mile Creek WRF. Contractor shall perform all services in strict accordance with all Applicable Law. Within twenty-four (24) hours of occurrence, Contractor shall provide UCW with written notice of violation or noncompliance with respect to Contractor’s permit(s), UCW’s permit(s), or of any action commenced in any court of competent jurisdiction involving the operations conducted by Contractor during Management of Dewatered Waste Activated Biosolids. 4.3 PLANNING AND ADMINISTRATION Contractor shall be required to conduct short- and long-term planning efforts in conjunction with UCW to ensure that there will be reliable methods and resources available for Dewatered Waste Activated Biosolids Management. Contractor shall perform the following services related to the Management of UCW’s Dewatered Waste Activated Biosolids: monitoring and evaluating local, regional ,state and federal rules and policy changes, including making necessary changes to the Management of Dewatered Waste Activated Biosolids based upon such changes in law and policy; assisting UCW in improving the quality of its products and reuse program; and utilizing creative means of quality; cost effective Management of UCW’s Dewatered Waste Activated Biosolids. The Contractor shall supply the following information prior to beginning services, and again, whenever such information changes, or when requested by UCW: a) List of equipment, type and number to be used b) An outline of procedures to be used by the Contractor at UCW WRF c) A plan of operation detailing the method of removal d) The emergency spill control plan described in 4.16 below 140 Page 8 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 4.4 USE & MAINTENANCE OF UCW EQUIPMENT & FACILITIES It is the responsibility of Contractor to ensure that all employees performing work are trained in the proper use and maintenance of any UCW equipment. It is Contractor’s responsibility is to be familiar with UCW’s facilities and equipment, including loading areas, staging areas, and other applicable support equipment that may be encountered in the Management of UCW’s Dewatered Waste Activated Biosolids. Contractor shall use equipment owned by UCW as authorized by UCW in a safe and workmanlike manner using due care with respect to such equipment. 4.5 EQUIPMENT Contractor shall secure, maintain, and ensure Transport Vehicles and other equipment necessary for the transport and processing or disposal of UCW’s Dewatered Waste Activated Biosolids for beneficial reuse at processing or disposal facility. Contractor shall ensure that all equipment used for such purposes is operated safely and that such equipment, and use thereof, complies with all Applicable Law, as well as UCW’s Safety Policy and Procedures. Furthermore, all such equipment shall be clean and provide a positive public image at all times. All equipment used shall be equipped and maintained to prevent leakage, spillage, and/or overflow. UCW shall not be responsible for downtime of any loading equipment used by Contractor. Contractor shall provide UCW a detailed equipment list to include number and type of units that will be utilized for the Management of UCW’s Dewatered Waste Activated Biosolids. Contractor shall provide all equipment necessary to safely remove and transport dewatered biosolids. All equipment shall comply with applicable laws and be maintained to prevent leakage, spillage, or unsafe conditions. 4.6 REMOVAL AND TRANSPORTATION OF BIOSOLIDS Contractor shall be responsible for the following requirements for removal, transport, and processing or disposal of all UCW Dewatered Waste Activated Biosolids as it relates to those facets of the management of such Dewatered Waste Activated Biosolids: a. All removal, transport, and processing or disposal of Dewatered Waste Activated Biosolids shall occur during UCW normal working hours, Seven Days a Week, 6 am to 6 pm, In cluding holidays, provided, however, that UCW may in its sole discretion direct or give permission to Contractor to transport Dewatered Waste Activated biosolids outside of UCW working hours. b. Contractor shall manage Dewatered Waste Activated Biosolids from UCW WRF according to a schedule that Contractor shall coordinate with the County representative at least two (2) weeks in advance of such services. Contractor shall supply the removal, transport, and processing or disposal schedule for Dewatered Waste Activated Biosolids to the County representative, the UCW WRF from which the Dewatered Waste Activated Biosolids will be removed. Changes in this schedule will be communicated immediately, and a reschedule date will be coordinated at that time. All schedule changes must be approved by UCW. In the event a schedule change delays the removal of Dewatered Waste Activated Biosolids, the contractor must provide additional trailers for storage to prevent an interruption in plant 141 Page 9 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services operations at no additional cost. c. The Contractor shall receive biosolids in all weather conditions, whenever the biosolids are made available, and shall be responsible for proper handling and transportation to the satisfaction of UCW. d. Contractor shall communicate with a designated representative of UCW to confirm daily activities and plans for any processing or disposal event involving UCW’s Dewatered Waste Activated Biosolids. e. No UCW Dewatered Waste Activated Biosolids removal, transport, and processing or disposal schedules shall conflict with any WRF operations or work schedules. In all cases, UCW WRF operations will take precedence over Dewatered Waste Activated Biosolids removal, transport, and processing or disposal schedules, as well as any other management of UCW’s Dewatered Waste Activated Biosolids by Contractor. f. Dewatered Waste Activated Biosolids shall be measured by the wet ton on scales certified by the State for North Carolina, Department of Agriculture, Bureau of Weights and Measures for use in weighments for a commercial transaction. Measurements for other processes, which may be done by the Contractor, shall be by a method agreed to by Contractor and UCW. g. Contractor’s field personnel shall be knowledgeable of all Applicable Law, site management requirements, and best practices for the management of Dewatered Waste Activated Biosolids. Contractor’s field personnel shall receive continuing education in the area of Dewatered Waste Activated Biosolids management to keep up-to-date on all changes in practices and Applicable Law. All field managers shall be trained personnel familiar with biosolids handling and regulatory requirements. h. Contractor shall ensure timely removal of Dewatered Waste Activated Biosolids to prevent any disruption to plant operations. 4.7 DEWATERED WASTE ACTIVATED BIOSOLIDS REMOVAL DOCUMENTATION Dewatered Waste Activated Biosolids removed by Contractor shall be documented on a daily Trip Ticket. The daily Trip Ticket will serve as a manifest for transport of the Dewatered Waste Activated Biosolids, as well as an invoice document for Contractor. Each daily Trip Ticket will accompany the driver at all times during the transport of Dewatered Waste Activated Biosolids from the UCW WRF to the processing or disposal facility. Trip Ticket shall include at a minimum: (a) UCW WRF from which the Dewatered Waste Activated Biosolids were removed. (b) Volume and/or mass of such Dewatered Waste Activated Biosolids removed. (c) A description of the Dewatered Waste Activated Biosolids; (d) Identification of the Transport Vehicle, as well as the Transport Vehicle number. 142 Page 10 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services (e) Transport Vehicle driver’s name and signature. (f) Location and/or Destination facility where Dewatered Waste Activated Biosolids were delivered (g) Date and time of Dewatered Waste Activated Biosolids removal and delivery; (h) Beginning and ending mileage of each Transport Vehicle; and (i) Any other information that may be required by applicable law Trip tickets shall be provided to UCW at the end of each hauling event. A monthly summary report summarizing the quantities of Dewatered Waste Activated Biosolids removed from the Twelve Mile Creek WRF, the processing or disposal facility at which such Dewatered Waste Activated Biosolids were delivered, and the method of processing or disposal shall be furnished. 4.8 MONITORING, RECORD KEEPING, AND REPORTING Contractor shall develop an appropriate monitoring, record keeping, and reporting program to demonstrate compliance with all local, state, regional and federal compliance requirements, and other Applicable Law, in Contractor’s Management of Dewatered Waste Activated Biosolids. Contractor shall develop and maintain a monitoring, record keeping, and reporting program sufficient to demonstrate compliance with all applicable regulations. 4.9 USE OF SUBCONTRACTORS Contractor shall limit work performed by subcontractors to transportation and operations at the processing or disposal facility. Contractor shall not otherwise subcontract the duties for the Management of Dewatered Waste Activated Biosolids set forth in any manner. 4.10 SPILL CONTROL AND CLEAN-UP PROCESS Contractor shall be responsible for the following: a) Any spillage of Dewatered Waste Activated Biosolids on UCW’s property, public or private roadways, processing or disposal facility, or any other property during Contractor’s Management of Dewatered Waste Activated Biosolids shall be the responsibility of, as well as managed, contained, removed, and properly disposed of by, Contractor. b) A Spill Control and Clean-Up Plan and Procedure which complies with DOT, OSHA, NCDEQ, SCDHEC, EPA and UCW regulations and standards, as well as other Applicable Law, shall be developed and implemented by Contractor. c) Contractor shall immediately notify UCW once a spill of Dewatered Waste Activated Biosolids, of any amount, has occurred. Contractor shall submit a written report describing the nature of the spill; quantity of Dewatered Waste Activated Biosolids spilled; actions taken to manage, contain, remove, and clean up the spill. The 143 Page 11 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services environmental impact of the spill; and the preventative steps that will be taken in the future to avoid spills to UCW within twenty-four (24) hours of the spill. d) Contractor shall pay for all expenses incurred, by both itself and UCW, from a spill occurring during its management of Dewatered Waste Activated Biosolids. This includes, without limitation, all expenses from all management, containment, clean-up, removal, environmental testing, remediation and disposal at a licensed site (if necessary) which may occur as a result of a spill, as well as any penalties, fines, or any other costs assigned to UCW issued by any governmental agency or other authority as a result of the spill. 4.11 SAFETY PROGRAM Contractor shall certify that it has an Occupational Safety and Health Program in place and that Contractor is in compliance with OSHA and North Carolina Department of Labor standards and regulations. 4.12 INSPECTION RIGHTS The Contractor shall allow and assist in the inspection of its activities by UCW. All vehicles, equipment, and facilities used by the Contractor must be available for inspection by UCW personnel at any time requested by UCW. 5 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS 5.1 TERMS OF SUBMISSION All material received from a person or company (“Offeror”) in response to this solicitation shall become the property of Union County and will not be returned to the Offeror. Any and all costs incurred by an Offeror in preparing, submitting, or presenting submissions are the Offeror’s sole responsibility and Union County shall not reimburse the Offeror. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law. Any material in a response which the Offeror considers a trade secret and exempt from disclosure as a public record under applicable law, including N.C.G.S. §§ 132-1.2 and 66-152, must be properly designated as a trade secret. In order to properly designate such material, the Offeror must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret – Confidential and Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on each page of the materials therein which contain trade secrets. To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Offeror understands and agrees by submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Offeror’s materials which was properly labeled by the Offeror as a trade secret, Union County will notify the Offeror of the request and the date that such materials will 144 Page 12 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services be released to the requestor unless the Offeror obtains a court order enjoining that disclosure. If the Offeror fails to obtain the court order enjoining disclosure prior to that date, Offeror understands and agrees that Union County will release the requested information to the requestor on that date. Furthermore, the Offeror also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Offeror. 5.2 DUPLICATE PROPOSALS No more than one (1) proposal from any Offeror will be considered by the County. In the event multiple proposals are submitted in violation of this provision, the County will have the right to determine which proposal will be considered, or at its sole option, reject all such multiple proposals. 5.3 PROPOSAL FORMAT The County desires all responses to be identical in format. While the County’s format may represent a departure from the Offeror’s preference, the County requests adherence to the format. All responses are to be in the format described below. Offerors should prepare their proposals in accordance with the instructions outlined in this section. Each Offeror is required to submit the proposal electronically – Refer to Section 2.2. Each section should be identified as described below. Proposals should be prepared as simply as possible and provide a straightforward, concise description of the proposer’s capabilities to satisfy the requirements of the RFP. The successful Offeror’s proposal must include all responses to the requirements contained within this RFP and all appendices (if applicable) must be completed in their entirety. The utmost attention should be given to accuracy, completeness, and clarity of content. All parts, pages, figures, or tables should be numbered and clearly labeled. Response information should be limited to pertinent information only. Marketing and sales type information is not to be included. The total length of the submittal, including cover letter, should be no more than 25 single- sided pages. Submittals should be on 8 ½” x 11" paper with an 11-point minimum text size; special graphics may be included on 11” x 17” paper with an 11-point minimum text size, if necessary. These special graphics pages will count toward the 25-page limit. The 11 -point minimum text size does not apply to graphics, captions, tables, or figures, and there is no specific font style required. Key personnel resumes may also be provided as an appendix to the document and will not count against the page limit. Covers, section acknowledgements, and the required forms, do not count against the page limit. 145 Page 13 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services The RFP should include a response to each of the following criteria. Failure to address each area could result in rejection of a proposal. Please pro vide a table of contents in the format of the proposal requirements along with tabs identifying each section and subsection. Include examples of procedures, repo rts, or other information where applicable. The proposal should be organized and identified by sections as follows: • Section A – Cover Letter • Section B – Project Team • Section C – Project Experience • Section D – Project Management, Approach and Quality Control • Section E – Reputation of Offeror • Section F – References • Section G – Cost Proposal o Appendix A – Cost Proposal (completed); submit with Proposal • Section H – Required Forms  Appendix B – Proposal Submission (signed)  Appendix C – Addenda Receipt and Anti-Collusion (signed) There are eight (8) Sections to this proposal. The instructions for each Section are outlined below. Omissions and incomplete answers may be deemed unresponsive. 5.3.1 SECTION A – COVER LETTER The proposal must include a cover letter attesting to its accuracy and signed by an individual authorized to execute binding legal documents on behalf of the Offeror. Include the following: • Legal company name and DBA (if applicable). • Company address, telephone number and website address. • Location providing service, address, and telephone number. • Name of single point of contact, title, direct telephone number and/or extension, and email address. • Name of person with binding authority, title, address, direct telephone number and/or extension, and email address. • Stipulate that the proposal price will be valid for a period of 120 days. • Make the following representations and warranty in the cover letter, the falsity of which might result in rejection of its proposal: “The information contained in this proposal or any part thereof, including any exhibits, schedules, and other documents and instruments delivered or to be delivered to the County, is true, accurate, and complete. This proposal includes all information necessary to ensure that the statements therein do not in whole or in part mislead the County as to any material facts.” 5.3.2 SECTION B – PROJECT TEAM Provide a detailed organization chart showing the team proposed for these services, including the project manager, operations staff, transportation personnel, compliance 146 Page 14 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services staff, and support personnel, and other support staff to be used in completion of the work. Include professional qualifications of each team member, office location, number of years with the firm, and relevant experience with biosolids hauling, transport, processing or disposal, and regulatory compliance. Identify the project manager who will serve as the primary point of contact and describe their experience managing similar biosolids programs. Include any applicable licenses or certifications, including any applicable licenses or certifications relevant to biosolids hauling, transport, processing, and regulatory compliance, and any other relevant credentials required to perform the services described in this RFP. 5.3.3 SECTION C – PROJECT EXPERIENCE Provide a minimum of five (5) representative projects demonstrating your firm’s successful completion of biosolids removal, hauling, processing or disposal services within the past ten (10) years. For each project, include: • Project name and location • Owner/Agency name • Project manager • Contract duration • Description of services performed • Estimated annual volume of biosolids managed • Type of biosolids (dewatered) • Method of processing or disposal (composting, beneficial reuse, landfill, etc.) Projects should be similar in size, complexity, and regulatory requirements to the services described in this RFP. 5.3.4 SECTION D – PROJECT MANAGEMENT, APPROACH AND QUALITY CONTROL Provide a detailed description of your firm’s approach to managing biosolids removal, transport, and processing or disposal services. At a minimum, include: • Scheduling and coordination with County staff • Procedures for removal, transport, and processing or disposal • Compliance with federal, state, and local regulations (including 40 CFR Part 503) • Monitoring, reporting, and recordkeeping procedures 147 Page 15 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services • Spill prevention, response, and cleanup procedures • Odor control and public impact mitigation • Contingency plans for weather events or operational disruptions • Quality control procedures to ensure compliance and performance Describe how your firm will ensure reliable, continuous service and maintain compliance with all permit requirements. 5.3.5 SECTION E – REPUTATION OF RESPONDENT Provide information regarding your firm’s reputation, including past performance on biosolids management, hauling, processing or disposal, or similar utility service contracts. State whether the company has been sued or had a claim filed against it in the last five (5) years. If the answer is “yes” please, provide details of each suit or claim and the resolution of the matter. 5.3.6 SECTION F – REFERENCES Provide, at a minimum, five (5) references from public sector or utility clients for whom your firm has provided biosolids removal, hauling, processing or disposal, or similar services. Include at least one client for whom services are no longer being provided: • Company/Government Entity • Contact Name and Title • Address • Direct Phone Number • Email Address • Length of Relationship 5.3.7 SECTION G – COST PROPOSAL Offerors shall submit pricing in accordance with Appendix A – Pricing Form. The Cost Proposal shall include all required unit pricing, cost-plus percentages, and any additional fees as identified in Appendix A. Pricing shall include, at a minimum: • Removal of dewatered biosolids from Twelve Mile Creek WRF • Transport to processing or disposal facility • Processing, composting, or disposal costs • Any applicable fees necessary to perform the services described in this RFP. All pricing shall be complete , clearly defined, and inclusive of all costs necessary to perform the services described in this RFP. 148 Page 16 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 5.3.8 SECTION H – REQUIRED SIGNATURE FORMS Offerors must include completed copies of the following documents: o Appendix A – Cost Proposal (completed); submit with proposal o Appendix B – Proposal Submission Form (signed) o Appendix C – Addenda Receipt and Anti-Collusion (signed) 6 EVALUATION CRITERIA AND SELECTION PROCESS 6.1 SELECTION PARTICIPANTS 1. Maintaining the integrity of the RFP process is of paramount importance for the County. To this end, please do not contact any members of Union County or its staff regarding the subject matter of this RFP until a selection has been made, other than the County’s designated contact person identified in the introduction to this RFP. 2. Representatives of Union County will read, review, and evaluate the RFP independently based on the evaluation criteria. Union County reserves the right to conduct interviews with a shortlist of selected Offerors. Failure to abide by this requirement shall be grounds for disqualification from this selection process. 3. The Owner will establish an RFP Evaluation Team to review and evaluate the RFPs. The RFP Evaluation Team will evaluate the RFPs independently in accordance with the published evaluation criteria. Union County reserves the right to conduct interviews with a shortlist of selected Offerors. 4. At its sole discretion, the Owner may ask written questions of Offerors, seek written clarification, and conduct discussions with Offerors on the RFPs. 5. The County reserves the right to determine the suitability of proposals on the basis of a proposal meeting scope and submittal criteria listed in the RFP. Evaluation criteria and other relevant RFP information will be used to assist in determining the finalist Vendor. 6.2 EVALUATION SELECTION PROCESS A weighted analysis of the evaluation criteria will be utilized to determine the Vendor that represents the best value solution for the County. In the evaluation and scoring/ranking of Offerors, the Owner will consider the information submitted in the RFP as well as the meetings (if applicable) with respect to the evaluation criteria set forth in the RFP. The initial evaluation criteria and relative weights listed below will be used to rank proposals and identify the most qualified Offerors or to develop a shortlist of firms for further evaluation. --Intentionally Left Blank— 149 Page 17 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services RFP Criteria Weights Project Team - Qualifications of proposed staff, including experience in biosolids hauling, processing or disposal , and regulatory compliance - Availability and capacity to perform the work - Experience with similar biosolids management programs 25% Project Experience Demonstrated experience providing biosolids removal, hauling, processing or disposal services - Successful completion of comparable public sector or utility projects - Familiarity with applicable regulatory and permit requirements 25% Project Management, Approach, and Quality Control - Proposed approach to scheduling, coordination, and communication with County staff - Methodology for hauling, transport processing or disposal , and reporting - Quality control procedures and compliance management - Ability to maintain continuous service 20% Reputation of Offeror - Past performance and history of successful project delivery - Record of completing work without significant issues, disputes, or claims 15% Cost Proposal - Completeness and competitiveness of pricing - Clarity and structure of unit pricing 15% After identification of Short-Listed Offerors, the Owner may or may not decide to invite Short- Listed firms to interview. If interviews are scheduled with the Short-Listed Offerors, previous evaluation and rankings are not carried forward. For the purpose of refining the evaluation and final selection, the following criteria may be used during interviews: Interview Criteria Weights Proposed Approach, Implementation and Staff 70% Price, Quality and Relevance of Interview as it Relates to the Scope of the RFP 30% Additional meetings may be held to clarify issues or to address comments, as deemed appropriate. Proposers will be notified in advance of the time and format of such meetings. 6.3 AWARD PROCEDURE The County reserves the right to make an award without further discussion of the proposals received. Therefore, it is important that the proposal be submitted initially on the most 150 Page 18 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services favorable terms. It is understood that any proposal submitted will become part of the public record. The County reserves the right to award to multiple vendors. Union County (UC) reserves the right to reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest. A proposal may be rejected if it is incomplete. Union County may reject any or all proposals and may waive any immaterial deviation in a proposal. The County may accept that proposal that best serves its needs, as determined by County officials in their sole discretion. More than one proposal from an individual, firm, partnership, corporation or association under the same or different names, will not be considered. The County may enter into negotiations with the next highest-ranked Offeror if negotiations with the initially selected Offeror are not successful. The award document will be a Contract incorporating, by reference, all the requirements, terms and conditions of the solicitation and the Offeror’s proposal as negotiated. 7 GENERAL CONDITIONS AND REQUIREMENTS 7.1 TERMS AND CONDITIONS The contract award may have an initial term of three (3) years with five (5) one-year renewal options at the County’s discretion, pending annual budget approval. By mutual agreement, any contract which may be awarded pursuant to this RFP, may be renewed in accordance with the description above at agreed prices with all other terms and conditions remaining the same. All payroll taxes, liability and worker’s compensation are the sole responsibility of the Offeror. The Offeror understands that an employer/employee relationship does not exist under this contract. All proposals submitted in response to this request shall become the property of Union County and as such, may be subject to public review. Union County has the right to reject any or all proposals, to engage in further negotiations with any Company submitting a proposal, and/or to request additional information or clarification. The County is not obligated to accept the lowest cost proposal. The County may accept that proposal that best serves its needs, as determined by County officials in their sole discretion. 151 Page 19 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 7.2 COST ADJUSTMENTS The Unit pricing shall remain firm for the first twelve (12) months of the Contract. Thereafter, the Contractor may request an annual adjustment to unit pricing no more than once per year. Any requested adjustment shall be based on the percentage change in the All Urban Consumers Price Index (CPI-U) South Region, Others Goods and Services, as published by the Bureau of Labor Statistics, United States Department of Labor, for the preceding twelve (12) month period. The adjusted unit pricing shall be calculated by applying the percentage change in the CPI index to the unit pricing in effect during the previous contract year. In no event shall any annual increase exceed seven percent (7%) in any contract year unless otherwise approved in writing by the County. The Contractor must submit any request for an adjustment in writing, along with supporting documentation, at least sixty (60) days prior to the effective date of the requested increase. The County reserves the right to request additional supporting documentation and to reject any requested increase that is not adequately justified. 7.3 TRAVEL AND EXPENSE POLICY All travel, lodging, meals, and incidental expenses shall either be included in the Consultant’s proposed hourly rates or, if separately itemized, shall comply with the U.S. General Services Administration (GSA) per-diem and meal & incidental expense (M&IE) breakdown and the current IRS standard mileage rate. Union County will not reimburse above these federal limits or for first-class or business-class travel. No travel or reimbursable expenses shall be incurred without prior written authorization from the County’s Project Manager. Any reimbursable expenses must comply with Union County’s expense-reimbursement policy and be supported by detailed receipts. 7.4 CONTRACTUAL OBLIGATIONS The contents of this Proposal and the commitments set forth in the Proposal shall be considered contractual obligations if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service. 7.5 SUB-OFFEROR/PARTNER DISCLOSURE A single Company may propose the entire solution. If the proposal by any Company requires the use of sub-consultants, partners, and/or third-party products or services, this must be clearly stated in the proposal. The Company submitting the proposal shall remain solely responsible for the performance of all work, including work that is done by sub-consultants. 7.6 EXCEPTION TO THE RFP An “exception” is defined as the Offeror’s inability or unwillingness to meet a term, condition, specification, or requirement in the manner specified in the RFP . All exceptions taken must be identified and explained in writing and must specifically reference the relevant section(s) of this RFP. Other than exceptions that are stated in compliance with this Section, each 152 Page 20 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services proposal shall be deemed to agree to comply with all terms, conditions, specifications, and requirements of this RFP. If the Offeror provides an alternate solution when taking an exception to a requirement, the benefits of this alternate solution and impact, if any, on any part of the remainder of the Offeror’s solution, must be described in detail. 7.7 MODIFICATION OR WITHDRAWAL OF PROPOSAL Prior to the scheduled closing time for receiving proposals, any Offeror may withdraw their proposal. After the scheduled closing time for receiving proposals, no proposal may be withdrawn for 120 days. Only written requests for the modification or correction of a previously submitted proposal that are addressed in the same manner as proposals and are received by the County prior to the closing time for receiving proposals will be accepted. 7.8 EQUAL EMPLOYMENT OPPORTUNITY All Offerors will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age. 7.9 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent with this policy, Union County will not allow any person or business to be excluded from participation in, denied the benefits of, or otherwise be discriminated against in connection with the award and performance of any contract because of sex, race, religion, or national origin. 7.10 LICENSES The successful Firm(s) shall have and maintain a valid and appropriate business license (if applicable), meet all local, state, and federal codes, and have current all required local, state, and federal licenses. 7.11 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. Offeror/Firm shall ensure that Offeror and any Sub-Consultant performing work under this contract: (a) uses E- Verify if required to do so; and (ii) otherwise complies with applicable law. 7.12 DRUG-FREE WORKPLACE During the performance of this Request, the Offeror agrees to provide a drug -free workplace for his employees; post in conspicuous places, available to employees and applicants for employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions that will be taken against employees for 153 Page 21 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services violations of such prohibition; and state in all solicitations or advertisements for employees placed by or on behalf of the firm that the Offeror maintains a drug-free workplace. For the purposes of this section, “drug-free workplace” means a site for the performance of work done in connection with a specific contract awarded to a Service Provider/Firm in accordance with this chapter, the employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled substance or marijuana during the performance of the Request. 7.13 INSURANCE One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best. A. WORKERS’ COMPENSATION (for any agreement unless otherwise waived by the Risk Manager) Statutory limits (where Contractor has three or more employees) covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY (for any agreement unless otherwise waived by the Risk Manager) Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit $5,000 Medical Expense Limit C. COMMERCIAL AUTOMOBILE LIABILITY (for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement) $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY (for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etic) $1,000,000 Claims Made 154 Page 22 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE (for any agreement involving the clean -up or transportation of pollutants) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) (for any agreement involving software applications) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Technology Errors & Omissions Insurance for a period of two (2) years following termination of the Agreement. G. Builder’s Risk (for any agreement involving above ground construction projects) Amount of Contract ADDITIONAL INSURANCE REQUIREMENTS A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. 155 Page 23 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Union County Risk Manager 500 N. Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 7.14 INDEMNIFICATION Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 156 Page 24 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services --Intentionally Left Blank— 157 Page 25 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 8 APPENDIX A – COST PROPO SAL RFP 2026-072 Twelve Mile Creek WRF Biosolids Services SUBMIT WITH PROPOSAL Provide unit cost for all work shown below: Cost Proposal Unit Unit Cost Transfer of Dewatered Waste Activated Biosolids to Processing Facility $/Wet Ton Disposal of Dewatered Waste Activated Biosolids at Processing Facility (Tipping Fee) $/Wet Ton Rental of Trailer(s) for Dewatered Waste Activated Biosolids Storage $/Trailer The following fuel surcharge or discount per load of Class B Biosolids transported shall apply when the diesel fuel price is outside the range of $2.76 - $3.50 per gallon. Average diesel fuel price will be the monthly average price for Diesel (On-Highway) – All Types – Central Atlantic (PADD 1B) as reported by the US Energy Information Administration, available online at http://www.eia.gov/petroleum/gasdiesel/. Fuel Surcharge / Discount per Trip One Way Distance Average Diesel Fuel Price Miles Less than $2.25 $2.26- $2.50 $2.51- $2.75 $2.76- $3.50 $3.51- $4.25 $4.26- $4.50 $4.51- $4.75 $4.76 or greater 0-10 -$3.00 -$2.00 -$1.00 $0 $1.00 $2.00 $3.00 $4.00 10.1-20 -$6.00 -$4.00 -$2.00 $0 $2.00 $4.00 $6.00 $8.00 20.1-30 -$9.00 -$6.00 -$3.00 $0 $3.00 $6.00 $9.00 $12.00 30.1-40 -$12.00 -$8.00 -$4.00 $0 $4.00 $8.00 $12.00 $16.00 40+ -$15.00 -$10.00 -$5.00 $0 $5.00 $10.00 $15.00 $20.00 158 Page 26 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services --Intentionally Left Blank— 159 Page 27 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 9 APPENDIX B – PROPOSAL SUBMISSION FORM RFP 2026-072 Twelve Mile Creek WRF Biosolids Services SUBMIT WITH PROPOSAL This Proposal is submitted by: Company Legal Name: Representative Name: Representative Signature: Representative Title: Address: City/State/Zip: Email Address: Phone Number: Website Address: It is understood that Union County reserves the right to reject any and all proposals, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and resubmit this project. Proposal is valid for 120 calendar days from the Proposal due date and is submitted by an executive of the company that has authority to contract with Union County, NC. Name: Title: Signature: Date: 160 Page 28 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 10 APPENDIX C – ADDENDUM AND ANTI-COLLUSION FORM RFP 2026-072 Twelve Mile Creek WRF Biosolids Services SUBMIT WITH PROPOSAL Please acknowledge receipt of all addenda by including this form with your Proposal. Any questions or changes received will be posted as an addendum on www.co.union.nc.us and/or www.ips.state.nc.us. It is your responsibility to check for this information. Addendum No. Date Downloaded I certify that this proposal is made in good faith and without collusion with any other offeror or officer or employee of Union County. Company Name: Name: Title: Email Address: Signature: Date: 161 Page 29 Union County, North Carolina RFP 2026-072 Twelve Mile Creek WRF Biosolids Services 11 APPENDIX D – TEMPLATE CONTRACT RFP 2026-072 Twelve Mile Creek WRF Biosolids Services DO NOT SUBMIT WITH PROPOSAL 162 Simple Services (Updated 02.06.24) 1 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 North Main Street, Monroe, NC 28112, hereinafter “Union,” and [Contractor’s full legal name], a [type of business (corporation, limited liability company, etc.) and state where incorporated], whose address is ____________________________________, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Union desires that Contractor perform certain [briefly describe services here] services; and WHEREAS, Contractor is willing to perform such services as described in this Agreement. 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. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in the attached Scope of Work [or, if the full RFP is to be attached as the scope of work, state the RFP number and full RFP title], which is incorporated herein by reference (hereinafter the “Services”), in accordance with the terms of this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor [insert payment amount or rate] for performance of the Services. Contractor shall invoice Union on a monthly basis for Services performed, or upon such other schedule as may be agreed upon by the parties. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Division. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of [insert agreement time length] (the “Initial Term”). [The following sentence to be used only if renewals might be needed or desired, and then only if the RFP lists the possible number of renewals. If the contract is just for a single term, this sentence may be deleted.] Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to ____[number of possible additional terms, as stated in the RFP] additional ___[number of years in each renewal term]-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall be paid for services performed to the date of notification of termination by Union. 4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the 163 Simple Services (Updated 02.06.24) 2 “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 6. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 7. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has complied with all federal, state and local laws regarding business permits, certificates, and licenses that may be required to carry out the work to be performed under this Agreement. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no 164 Simple Services (Updated 02.06.24) 3 assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. 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. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party 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. 20. 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. Contractor shall ensure that Contractor 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. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. [Signatures follow on the next page.] 165 Simple Services (Updated 02.06.24) 4 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY By: (SEAL) Brian W. Matthews, County Manager [CONTRACTOR’S FULL LEGAL NAME] By: (SEAL) 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 166 Simple Services (Updated 02.06.24) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 167 Simple Services (Updated 02.06.24) 6 F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Contractor shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ 168 Simple Services (Updated 02.06.24) 7 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 169 Request for Proposals 2026-072 Twelve Mile Creek WRF Biosolids Services ADDENDUM No. 1 ISSUE DATE: May 12, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 170 Page 2 of 3 Union County, North Carolina Addendum No. 1, RFP 2026-072 Twelve Mile Creek WRF Biosolids Services Question/Answer Section 1. Question: What were the annual biosolids quantities produced over the last two years, and what is the average daily production? Answer: Union County produced approximately 10,000 wet tons annually during 2024 and 2025. Current production averages approximately 30 wet tons per day at 15%–17% solids concentration. Actual daily production may vary throughout the year depending on solids inventory levels and seasonal operating conditions. 2. Question: What has been the approximate annual cost/spend for biosolids management services over the last two years? Answer: The County’s annual biosolids management costs have been approximately $750,000 annually over the last two years. 3. Question: What are the volatile cake solids percentages? Answer: The County currently averages approximately 15%–17% solids concentration from the Gravity Belt Presses while processing waste activated sludge directly to the belt presses. 4. Question: How many trailers are required onsite at any given time? Answer: The County currently maintains three (3) trailers onsite at all times. This arrangement is generally sufficient provided there are no more than three (3) consecutive days during which biosolids are not removed from the facility, including extended holiday weekends. If hauling interruptions exceed this duration, additional trailers may be required at a rate of one (1) additional trailer per additional day without hauling service. 5. Question: If interruptions occur with a beneficial reuse option, would Union County allow disposal at a landfill? Answer: Landfill disposal may be considered as an alternative disposal option if beneficial reuse operations are interrupted or otherwise unavailable. However, Offerors are responsible for identifying and maintaining adequate disposal or processing options necessary to provide uninterrupted service throughout the contract term. The County prefers beneficial reuse solutions; however, Offerors are encouraged to identify secondary or contingency disposal options as part of their proposed approach. 171 Page 3 of 3 Union County, North Carolina Addendum No. 1, RFP 2026-072 Twelve Mile Creek WRF Biosolids Services Offerors should also note that the facility does not currently produce a Class B biosolid product. The material generated under this contract is dewatered waste activated sludge. All other terms and conditions shall remain unchanged. End of Addendum No. 1 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-514 Agenda Date:9/21/2026 TITLE:..title Sole Source Standardization Approval - Twelve Mile Creek Water Reclamation Facility Disc Filter Replacement Panels INFORMATION CONTACT: Christopher Clark, UC Water - Water & Wastewater Operations, Director, 704-296-4215 ACTION REQUESTED: 1) Approve the sole source/standardization exception and authorize the purchase of 588 replacement disc filter panels for the Kruger/Hydrotech Discfilter system at the Twelve Mile Creek Water Reclamation Facility from Veolia Water Technologies, Inc., pursuant to N.C.G.S. § 143-129(e)(6) and Section 3.8 of the Union County Procurement Policy; and 2) authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water operates a Kruger/Hydrotech Discfilter (HSF2222/21-1F) system at the Twelve Mile Creek Water Reclamation Facility. The installed system contains 21 discs and uses 588 replaceable filter panels. The proposed purchase will replace the filter panels used by the existing automatic filtration system. Replacement panels must be compatible with the installed proprietary system. Veolia Water Technologies, Inc. has confirmed that Kruger is the sole engineering design proprietor of the Kruger/Hydrotech Discfilter system and that associated parts are engineered to Kruger specifications and recommendations. Veolia supplies the required proprietary replacement panels. The County previously completed two competitive procurement processes for these replacement filter panels: IFB 2024-080, 12 Mile Filter Panel Purchase, and IFB 2026-026, FY26 Disc Filter Purchase. In each instance, the initial solicitation received only one bid and was rebid due to the lack of additional participants. Veolia Water Technologies, Inc. was the only participating vendor following each rebid and, after the competitive process was completed, received the award in both procurements. Accordingly, both prior purchases were competitively solicited and awarded; the repeated results nevertheless confirmed that Veolia was the only vendor able to supply panels meeting the County's compatibility requirements. Using panels not designed for the existing Kruger/Hydrotech system would create compatibility and performance risks and could require modification or replacement of installed equipment. Standardizing with the proprietary panels supplied by Veolia allows the County to maintain the Union County, NC Printed on 9/8/2026Page 1 of 2 powered by Legistar™199 File #:26-514 Agenda Date:9/21/2026 existing equipment and its intended treatment performance. Because standardization and compatibility with the existing equipment are the overriding considerations with this purchase, as well as the required product being available only from one source (Veolia), the purchase qualifies for the exception provided by N.C.G.S. § 143-129(e)(6) and Section 3.8 of the Union County Procurement Policy. This exception is tied to the County's continued use of the existing Kruger/Hydrotech equipment and its related compatibility requirements. If the equipment or compatibility requirements change, future purchases will be evaluated under the applicable competitive procurement process. FINANCIAL IMPACT: The quoted cost for 588 replacement filter panels is $140,283.10, including estimated freight and sales tax. The purchase will be funded by Union County from budget account 60026753-5352. Union County, NC Printed on 9/8/2026Page 2 of 2 powered by Legistar™200 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-515 Agenda Date:9/21/2026 TITLE:..title Crooked Creek WRF Improvements - Design-Build Project Delivery Method Authorization INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: 1) Authorize design-build as the alternative delivery method for the Crooked Creek Water Reclamation Facility (WRF) Operation Improvements project, having concluded that design-build is the best option for completing the project, and 2) establish the criteria for determining the circumstances under which the design-build method is appropriate for the Crooked Creek WRF Operation Improvements project. PRIOR BOARD ACTIONS: None. BACKGROUND: The Capital Improvement Program, as adopted by the Board of County Commissioners (BOCC), includes an allocation for improvements at the Crooked Creek WRF that are necessary for the long- term maintenance and operation of the facility. The purpose of the Crooked Creek WRF Improvements project is to allow for continued reliable operation with appropriate equipment and redundancy for at least the next twenty years. Improvements considered for the project include those identified in the Crooked Creek WRF Continued Operation Assessment dated August 29, 2025. In accordance with G.S. 143-128.1A, design-build delivery services may be used by the public entity only after the public entity has concluded that design-build delivery is in the best interest of the project, and the public entity has established the criteria used for determining the circumstances under which the design-build method is appropriate for the project. The criteria shall address, at a minimum, all of the following: 1)The extent to which the governmental entity can adequately and thoroughly define the project requirements prior to the issuance of the request for qualifications for a design-builder. 2)The time constraints for the delivery of the project. 3)The ability to ensure that a quality project can be delivered. Union County, NC Printed on 9/8/2026Page 1 of 5 powered by Legistar™201 File #:26-515 Agenda Date:9/21/2026 4)The capability of the governmental entity to manage and oversee the project, including the availability of experienced staff or outside consultants who are experienced with the design- build method of project delivery. 5)A good-faith effort to recruit and select small business entities. The governmental entity shall not limit or otherwise preclude any respondent from submitting a response so long as the respondent, itself or through its proposed team, is properly licensed and qualified to perform the work defined by the public notice issued under G.S. § 143-128.1A(c). 6)The criteria utilized by the governmental entity, including a comparison of the advantages and disadvantages of using the design-build delivery method for a given project in lieu of the delivery methods identified in subdivisions (1), (2), and (4) of G.S. § 143-128(a1). Establishment of Criteria and Application of Criteria: Staff propose adoption of the following criteria for the completion of the Crooked Creek WRF Improvements project that will consist of recommended improvements identified in the Crooked Creek WRF Continued Operation Assessment dated August 29, 2025: Criteria #1 The County must define the project to include, at a minimum, the following such that the project is thoroughly defined prior to the issuance of a Request for Qualifications (“RFQ”): ·Project site ·Project scope ·Performance criteria ·Permitting requirements ·Project budget ·Project schedule Application #1 The project has been sufficiently defined such that staff can adequately convey information related to the project site, scope, performance criteria, permitting requirements, budget, and schedule information to potential design-builders through the issuance of an RFQ. Criteria #2 Time constraints for delivery of a project shall be such that: ·The traditional design-bid-build project delivery method cannot meet schedule demands for the project; or, ·Delivery of the project using the traditional design-bid-build delivery method cannot be accomplished within the prescribed funding allocation. Application #2 Union County, NC Printed on 9/8/2026Page 2 of 5 powered by Legistar™202 File #:26-515 Agenda Date:9/21/2026 The Project is critical to improve the plant for long term operation and provide needed redundancy and reliability. The traditional design, bid, build delivery method cannot meet the schedule demands or budget constraints for the Project. The anticipated project schedule utilizing design-build project delivery is two to three years faster when considering design, permitting, and construction activities. This is also reflected when considering the costs under traditional design, bid, build delivery versus design-build project delivery. The design-build delivery method would allow the County to work with the design-builder to complete the project within the available funds and in a timely manner. Criteria #3 A quality project shall be ensured through one or more of the following: ·Hiring an Owner’s Representative to perform independent inspection and oversight of the project with experience in the design-build project delivery method. ·Requiring a design-build team to furnish third party inspection services. ·Inspection services performed by Union County staff. Application #3 Project quality will be ensured by using an Owner’s Representative. The County will contract with an engineering firm that was previously selected for the Engineering Services for WRF Improvements RFQ to serve as the Owner’s Representative. The Owner’s Representative, along with County staff oversight, will ensure delivery of a quality project. Criteria #4 The capability of the County to manage and oversee the project shall be accomplished through one or more of the following: ·Dedication of a project manager and core team comprised of Union County staff. ·Hiring of an Owner’s Representative to provide project oversight through design, construction, and commissioning. Application #4 Union County has dedicated staff to serve in project management and core team roles for the project. The County will contract with an engineering firm that was previously selected for the Engineering Services for WRF Improvements RFQ to serve as the Owner’s Representative. County staff will oversee the work of the design-builder and the Owner’s Representative. This combination of County staff and an outside Owner’s Representative will ensure proper oversight and management of the project through design, construction, and commissioning. Criteria #5 Good faith efforts to recruit and select small business entities must be able to be accomplished to use the design-build method. Union County, NC Printed on 9/8/2026Page 3 of 5 powered by Legistar™203 File #:26-515 Agenda Date:9/21/2026 Application #5 Good faith efforts to comply with the requirements of the North Carolina General Statutes relating to the recruitment and selection of small business entities using the design-build project delivery method will be achieved through (1) following applicable law, (2) following Union County’s policies concerning procurement and outreach, (3) meeting any applicable funding source requirement, and (4) advertising the request for qualifications defined in G.S. § 143-128.1A(c), specifically including subsections (6) and (8) therein. The forthcoming RFQ documents will not preclude or limit any respondent from submitting a response so long as the respondent is properly licensed and qualified to perform the work. RFQ documents will include provisions regarding self-performance of work as well as provisions that small businesses shall have the opportunity to compete. Criteria #6 A comparison of the advantages and disadvantages of the use of the design-build project delivery method compared to separate-prime bidding, single-prime bidding, or the construction management at risk (CMAR) project delivery methods identified in G.S. § 143-128(a1) should show an overall advantage to the County for using the design-build project delivery method. Application #6 Utilizing design-build project delivery for the project presents clear advantages to Union County when compared with separate-prime or single-prime bidding, or CMAR project delivery methods identified in G.S. § 143-128(a1). These three project delivery methods are described as follows: ·The design-build project delivery method is a process in which the owner hires a design and construction team, or integrated team, based on a review of qualifications from various design-builders. The proposing design-builders are willing partners in the business venture and are incentivized through their contractual relationship to deliver the project to the owner within the prescribed budgetary and scheduling constraints. The owner maintains a single contractual relationship with the design-build team and projects are delivered in a shorter timeframe as design and construction activities overlap rather than following sequentially from design to construction. Another advantage to this delivery method is price certainty as design proceeds to a point where a guaranteed maximum price is obtained from the design-builder prior to design completion. ·Separate-prime or single-prime bidding project delivery methods, more commonly known as traditional design-bid-build project delivery, are the processes the County has utilized to deliver many of its construction projects undertaken to date. Under these processes, the owner hires a designer based on qualifications. The designer prepares plans and specifications which are then publicly advertised to obtain the lowest bid price from a responsible contractor (or contractors in subdivisions or branches of work in the case of multiple-prime bidding) who constructs the project. The primary benefit the owner realizes from this process is that it provides a clear indication of low price at the time of bid. However, total project cost is not known until the project has been completed and all change orders are accounted for. The owner maintains separate contractual relationships with the designer and contractor under these processes. Union County, NC Printed on 9/8/2026Page 4 of 5 powered by Legistar™204 File #:26-515 Agenda Date:9/21/2026 These project delivery methods may result in a longer time of project delivery compared to the design-build method given the rather strict sequential nature of the process. ·CMAR is a process in which the owner hires a design professional and separately hires a construction manager/contractor using a qualifications-based selection process. These two entities are then placed into an owner-created design/construction team to deliver a constructed project to the owner under terms and conditions which the owner sets to obtain a guaranteed maximum price for the project. The primary benefit to this process is that the owner retains flexibility in efforts relating to small business and local contractor participation. However, as the construction manager and design professional are placed into a teaming arrangement by the owner, there is a greater likelihood that team dynamics will be less cohesive and efficient when compared to a market driven partnering arrangement achieved in the design-build project delivery method. Based on the delivery methods described above, the design-build project delivery gives a clear benefit to the County for this project because its main advantages are greater participation from the building construction industry, a shorter project timeframe, and greater cost certainty while still in the design phase of the project. Given the need for the project to be completed in a timely manner within a fixed project budget, the design-build project delivery method advantages best align with the core needs and risks of this project. FINANCIAL IMPACT: None. The design-build construction services contract will be brought to the Board at a later date for consideration before any design or work can begin. Union County, NC Printed on 9/8/2026Page 5 of 5 powered by Legistar™205 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-519 Agenda Date:9/21/2026 TITLE:..title Contract - Union County Yadkin River Water Treatment Plant PFAS Treatment Pilot Testing INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: 1) Adopt resolution to accept DWSRF-EC principal forgiveness loan funding in the amount of $500,000.00 from the North Carolina Department of Environmental Quality Division of Water Infrastructure, 2) authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item, and 3) adopt Capital Project Ordinance #402 in the amount of $510,000.00 to appropriate funding. PRIOR BOARD ACTIONS: 1) November 7, 2022, Regular Meeting, Agenda Item #22-776 - Approved CDM Smith Task Order 2020-2 for engineering services for an engineering concept study for PFAS treatment options evaluation. 2) February 17, 2026, Regular Meeting, Agenda Item #26-099 - Adopted resolution authorizing NCDEQ-DWI grant funding application for PFAS pilot testing study. BACKGROUND: The United States Environmental Protection Agency (EPA) has established maximum contaminant limits for several PFAS compounds in drinking water. Preliminary sampling of the source raw water from Lake Tillery for the Yadkin River WTP has indicated that PFAS concentrations could have minor exceedances of the EPA limits. A desktop analysis of various PFAS treatment options has been completed, and pilot testing of these technologies was recommended by the study. The North Carolina Department of Water Infrastructure (NCDEQ-DWI) has offered Union County $500,000.00 in grant funding to complete pilot testing of PFAS treatment technologies. The resolution accepts the terms of the funding offer in the amount of $500,000.00 from NCDEQ-DWI. The pilot testing will evaluate the effectiveness of granular activated carbon, ion exchange resin and novel sorbent media for the removal of PFAS compounds from the raw water supply for the Yadkin River WTP to meet the EPA regulatory limits for certain PFAS compounds for drinking water. CDM Smith has been selected to provide engineering services for Task Order 8686-09 - Union County Yadkin River Water Treatment Plant PFAS Treatment Pilot Testing. 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. Union County, NC Printed on 9/8/2026Page 1 of 2 powered by Legistar™206 File #:26-519 Agenda Date:9/21/2026 CPO #402 in the amount of $510,000.00 is necessary to appropriate the funding for the project. The principal forgiveness loan provides $500,000.00 of this funding that will be provided to the county by NCDEQ-DWI through reimbursement requests as the project progresses. The additional $10,000.00 of county funds is required to pay the 2% loan closing fee. FINANCIAL IMPACT: The total cost of the NCDEQ-DWI loan closing fee is $10,000.00. Sufficient funds are available in the Capital Account Program 60184525 - YRWSP PFAS Pilot Study with the adoption of CPO #402. Union County, NC Printed on 9/8/2026Page 2 of 2 powered by Legistar™207 RESOLUTION BY UNION COUNTY BOARD OF COMMISSIONERS (GOVERNING BODY OF RECIPIENT) WHEREAS, the Infrastructure Investment and Jobs Act (IIJA) of 2021 and North Carolina General Statute (NCGS) 159G have authorized the making of principal forgiveness loans to aid eligible, drinking water system owners in financing pre-construction activities and planning efforts associated with the removal of per- and polyfluoroalkyl substances (PFAS); and WHEREAS, the North Carolina Department of Environmental Quality (NCDEQ) has offered a Drinking Water State Revolving Fund – Emerging Contaminants (DWSRF-EC) loan with principal forgiveness in the amount of $500,000.00 to conduct a PFAS treatment pilot study for the Yadkin River WTP raw water supply, hereinafter referred to as the “Project”; and WHEREAS, Union County intends to conduct said Project in accordance with a scope of work that was approved by the North Carolina Division of Water Infrastructure. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF THE COUNTY OF UNION: That Union County does hereby accept the DWSRF-EC principal forgiveness loan offer in the amount of $500,000.00; and That Union County does hereby give assurance to NCDEQ that they will adhere to all applicable items specified in the standard “Conditions” and “Assurances” of the NCDEQ’s funding offer, awarded in the form of a DWSRF-EC principal forgiveness loan; and That Brian Matthews, County Manager, and successors so titled, is hereby authorized and directed to furni sh such information as the appropriate State agency may request in connection with such application or the Project; to make the assurances as contained above; and to execute s uch other documents as may be required in connection with the application; and That Union County has complied substantially or will comply substantially with all Federal, State, and local laws, rules, regulations, and ordinances applicable to the Project, and to Federal and State grants and loans pertaining thereto. Adopted this the 21st day of September, 2026, at Monroe, North Carolina. _____________________________________ Brian Helms, Chair Unio n County Board of Commissioners Date: September 21, 2026 208 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: 8686-09 RFQ NUMBER: 2024 -021 DWI PROJECT NUMBER: SRF-D-EC-0044 PROJECT NAME: UNION COUNTY YADKIN RIVER WATER TREATMENT PLANT PFAS TREATMENT PILOT TESTING PART 1.0 PROJECT DESCRIPTION AND OBJECTIVES Union County (OWNER) is evaluating treatment technologies for removal of per- and polyfluoroalkyl substances (PFAS) at the Yadkin River Water Treatment Plant (YRWTP). The United States Environmental Protection Agency (EPA) published final PFAS drinking water regulations in April 2024 establishing Maximum Contaminant Levels (MCLs) for select PFAS compounds and Hazard Index requirements for additional PFAS constituents. OWNER has detected PFAS in both its source water and finished drinking water. The objective of this project is to evaluate treatment approaches utilizing pilot scale testing that will achieve compliance with current and anticipated regulatory requirements. The study results will support the selection of a recommended treatment alternative to remove PFAS from the source water. Previous conceptual treatment alternatives analyses evaluated technologies including powdered activated carbon (PAC), granular activated carbon (GAC), ion exchange (IX) resin, novel sorbents, and reverse osmosis (RO) for PFAS removal at the YRWTP. Based on findings from the prior desktop evaluation study and evolving PFAS regulatory requirements, OWNER is requesting ENGINEER to perform pilot study planning, pilot testing support services, and technical evaluation services to assess the feasibility, effectiveness, operational considerations, and lifecycle impacts of selected PFAS treatment technologies at YRWTP. The pilot study will be funded by a grant from the North Carolina Division of Water Infrastructure (NCDWI). The individual task activities identified below will provide the OWNER with the necessary technical basis to select a PFAS treatment solution including the overall management of the pilot study phase, establishing a pilot scale treatment system at the YRWTP, completion of 209 various analytical sampling and analysis to document the efficacy of different treatment options, the support of the pilot testing operation and the development of a pilot report that documents the findings and recommendations. The pilot study is intended to support future treatment implementation planning and potential funding applications through NCDWI. PART 2.0 BASIC SERVICES Basic Services to be provided by ENGINEER under this Agreement include the following: · Task 100 – Pilot Phase Project Initiation, Implementation, & Management · Task 200 – Analytical Sampling and Equipment · Task 300 – Pilot Testing · Task 400 – Pilot Report Development · Task 500 – Unspecified Additional Services TASK 100 – PILOT PHASE PROJECT INITIATION, IMPLEMENTATION, & MANAGEMENT 101 Project Schedule ENGINEER will develop a detailed schedule for pilot testing activities identifying major milestones associated with procurement, installation, pilot testing durations, reporting periods, and review periods. 102 Project Initiation ENGINEER will conduct an in-person kickoff meeting with OWNER to review PROJECT objectives, communications, schedule, pilot goals, responsibilities, and operational considerations. 103 Project Meetings ENGINEER has included the following meetings: • One (1) Project Kickoff Meeting (In person) • One (1) Draft Pilot Test Plan Review Meeting (In person) • Ten (10) Monthly Virtual Pilot Coordination Meetings • Two (2) Pilot Testing Progress Meetings (In person) • One (1) Draft Pilot Report Review Meeting (In person) • One (1) Final Recommendations Meeting (In person) 104 Quality Control ENGINEER will undertake quality management activities in accordance with ENGINEER’s Quality Management System (QMS), including technical reviews, coordination meetings, and status reporting. 210 Deliverables 1. PROJECT Schedule 2. PROJECT Meeting Agendas and Minutes 3. Monthly PROJECT Invoices TASK 200 – ANALYTICAL SAMPLING AND PILOT EQUIPMENT 201 Laboratory Analytical Sampling The ENGINEER will collect, package, and ship water samples to a laboratory per the frequency and quantity described in the sample log, attached and incorporated herein by reference as Attachment D. The sample parameters, quantity, and frequency of sample collection are subject to change during the pilot testing and are dependent on analytical results and pilot operation. An allowance of $80,000 has been included for analytical testing and sample shipping costs. If additional services beyond that described in the sample log are required, the ENGINEER will develop a written scope and fee estimate for additional analytical testing and submit for approval. Labor for sample collection is included in Task 300. 202 Pilot Equipment Procurement and Assembly The ENGINEER will procure, mobilize, and assemble pilot equipment at the YRWTP (PROJECT site). At project completion, the ENGINEER will dismantle, collect, and remove pilot equipment from the PROJECT site. The pilot assembly is assumed to consist of a uni- strut frame with pilot test columns and associated support equipment including water pump(s), chemical metering pumps (if required), rotameter (flow meters), bag or cartridge filter(s), pressure gauges, pilot columns, pilot media, static mixers, pipe and valves, and necessary appurtenances for the pilot plant assembly. It is assumed that a total of six (6) medias will be included in the pilot as follows: ·Two (2) granular activated carbon (GAC) medias, ·Three (3) ion exchange (IX) resins, and ·One (1) novel sorbent (NS) media. The pilot configuration is assumed to consist of the following: ·Four (4), 4-inch GAC pressure contactors, ·Six (6), 2-inch IX pressure contactors, and ·Two (2), 2-inch NS pressure contactors. The ENGINEER will provide the following items/services required for assembly of the working pilot system: * in accordance with Task 500 of this Task Order*Int __________ 211 ·Plumbing, and other miscellaneous mechanical construction tasks needed to erect pilot system and install electric water pumps powered from existing 120V outlets in the filter gallery. ·Tools and hardware required for construction, consisting of wrenches, sockets, cutting implements, a shop vacuum, and a compressor. ·Consumables and incidentals, consisting of shop towels, sandpaper, plastic pipe primer and cement, and thread sealing tape. Deliverables 1. Pilot test skid TASK 300 – PILOT TESTING 301 Pilot and Jar Test Plan ENGINEER will prepare a draft and final pilot and jar test plan that outlines the detailed implementation of the pilot and jar testing including pilot skid components, source water piping, power requirements, drain requirements, laboratory sampling and testing requirements and other details of the study. The draft plan will be discussed during a review meeting, and comments provided by the OWNER will be evaluated and incorporated. A final Pilot and Jar Testing Plan will then be submitted to guide the implementation and operation of the pilot testing program. 302 Start Up and Commissioning Following completion of Task 202, the ENGINEER will prepare the assembled pilot system for operation. The ENGINEER will coordinate with the OWNER to identify a water source for the pilot system. It is assumed that the source water will be filtered effluent from at least two of the existing media filters with preference for filters with older existing GAC media. Where connections are required into the filter effluent sampling piping for pilot supply, these will be coordinated with the OWNER. The OWNER is responsible for providing taps into the existing system with ENGINEER to provide the pump suitable for supplying up to 6 gpm to the pilot within the selected pilot location. The ENGINEER will review the pilot system configuration to determine if cartridge filters should precede IX and NS technologies. The OWNER does not currently dose chlorine upstream of the existing filters except in limited situations. As such, de-chlorination of pilot feed water is not anticipated to be required for IX pilot contactors. After installation and interconnection of plumbing, and prior to loading media and cartridges, the ENGINEER will flush systems with finished water from the YRWTP. The ENGINEER will then load columns and pressure vessels with their respective media. The ENGINEER will follow vendor protocols for bringing media into service, such as GAC 212 backwashing. It is assumed the OWNER has facility drains available to discharge flushing water and other water produced during start up and pilot activities and no additional permitting, approvals, or regulatory requirements associated with such discharges are included in this scope. To complete start up and commissioning activities, the ENGINEER will perform a flow calibration test to confirm pumping rates and column flow rates, as well as perform an initial round of water quality testing and field data collection. Start up and commissioning procedures will be documented. 303 Routine Pilot Testing Following commissioning and training of OWNER staff by ENGINEER, four hours assumed, OWNER staff will monitor pilot operations and adjust flow valves as required a couple of times a week. The ENGINEER will visit monthly to take samples and perform any backwashing or media re-generation that may be required over the 12-month period. Routine operation and maintenance of the pilot system assume the ENGINEER will perform the following tasks: ·Weeks 0-2, two (2) site visits per week, for pilot optimization and operation. ·Weeks 5-52, one (1) site visit per month, for pilot operation and routine maintenance and sampling activities. ·Up to three (3) half day site visits (for unplanned maintenance, media backwash, media loading, or other events that require pilot system repair). ·Collect, package, and ship water samples for analytical analysis per the frequency and quantity described in attached sample log. During visits for routine operations and sample collection, the ENGINEER will adjust valves and pumps to maintain pilot test conditions. Should a condition arise in which hampers testing at the design test conditions, the ENGINEER will document this condition and troubleshoot means to restore design test conditions. The ENGINEER will prepare field notes and record data and laboratory analytical results in an electronic format and spreadsheet. The ENGINEER will summarize field data and testing results monthly, and review data to provide pilot system adjustments as required. It is assumed the OWNER will collect operations field data at the pilot plant a minimum of three (3) times per week on Mondays, Wednesdays, and Fridays. Operations data will consist of: ·Flows and pressures for filter effluent and all treatment trains. ·Temperature of filter effluent and finished water. ·Test pH values once per week for filter effluent and treatment trains. ·Test filter effluent turbidity values biweekly. 213 ·Other data collection from existing online instrumentation required for pilot operation The OWNER’s pilot operators will attend virtual monthly meetings with the ENGINEER’s pilot manager and process technical lead to review collected field data, pilot operation, sample collection, and interim pilot results. 304 Powdered Activated Carbon (PAC) Jar Testing Separate from the execution of the media-based pilot testing, ENGINEER will conduct two rounds of jar testing at the YRWTP using raw water collected from the plant’s raw water sample line to the plant’s laboratory to determine powdered activated carbon (PAC) dose requirements. ENGINEER will coordinate with OWNER to determine PAC dosing requirements for the testing. ENGINEER will conduct each round of jar testing with two different PAC products at three doses each, for a total of six (6) jars per round. ENGINEER will conduct one round of jar testing near the start of the media piloting and a second round approximately 6-months later. ENGINEER will coordinate with a PAC vendor to supply the PAC media and assume they can use the OWNER’s WTP laboratory and jar testing equipment to conduct the testing. ENGINEER assumes OWNER will provide testing for pH, alkalinity, turbidity, total organic carbon (TOC), dissolved organic carbon (DOC), and UV254. ENGINEER will utilize a contract laboratory for PFAS analysis, the costs of which are included in Task 201. ENGINEER will coordinate the onsite jar testing to align with another planned visit to the WTP related to the pilot testing. Deliverables 1. Draft and Final Pilot and Jar Test Plan TASK 400 – PILOT REPORT DEVELOPMENT 401 Present Worth Cost Comparison The ENGINEER will use the data collected from the pilot study alongside construction industry data and media vendor cost estimates to produce an Association for the Advancement of Cost Engineering (AACE) Class 4 cost estimate for each of the six (6) technology alternatives analyzed as well as PAC. The present worth cost comparison period will be 20 years. The analysis will consider: ·Capital costs associated with construction of process equipment, buildings, site improvements, utilities and piping, electrical upgrades, and instrumentation and controls. ·Costs for media and cartridge filter procurement and disposal of waste products. ·Operating costs, including chemicals and energy costs. The cost comparison will be summarized in the final pilot report under Task 402. 214 402 Pilot and Jar Testing Report The ENGINEER will prepare a technical report to document the results of the pilot study and jar testing, the cost analysis, and recommended treatment approach to improve the target contaminants at the OWNER’s WTP. The draft report will include the following: ·Summary of Pilot and Jar Testing ·Testing Results and Analysis ·Capital and Present Worth Cost Estimates for Possible Treatment Options ·Conclusions and Recommendations The pilot report does not include any conceptual or preliminary design. The ENGINEER shall prepare a DRAFT report and perform an internal quality control review of the report prior to providing the DRAFT report to the OWNER for review and comments. The ENGINEER shall meet with the OWNER to review DRAFT report’s comments and provide responses. Final agreeable responses shall be addressed in the FINAL report. One (1) electronic PDF copy of the Kinal report will be submitted. Deliverables 1. Draft and Final Pilot Report TASK 500 - ALLOWANCE-BASED ADDITIONAL SERVICES The ENGINEER shall perform additional services as requested and authorized by the OWNER throughout the duration of the PROJECT. These services are not included in the Base Scope of Services and will only be undertaken upon identification of a specific need by the OWNER or as mutually determined by the OWNER and ENGINEER during project execution. To facilitate timely completion of such work, an allowance of $81,720 has been established for Additional Services. When the need for an Additional Service is identified, the ENGINEER will prepare and submit a written Notice to Proceed (NTP) outlining the proposed scope, estimated effort, and anticipated utilization of the allowance. Upon review and written authorization by the OWNER, the ENGINEER will proceed with the requested services and track expenditures against the established allowance. Additional Services may include, but are not limited to, the following: ·Additional laboratory testing ·Extension of the pilot duration ·Preliminary engineering services 215 PART 3.0 ASSUMPTIONS AND EXCLUSIONS The following is a list of assumptions and exclusions made when developing the scope of work: ·Services extending beyond the scope of work described in Tasks 100 to 500, herein, and the timeframe described in Part 5.0 of this document are excluded from this scope of work. ·It is assumed that local and state permitting and coordination is not required for Pilot Testing and is excluded from the scope of work since the pilot treated water will be wasted to drain. A copy of the pilot plan report will be shared with the NCDEQ Public Water Supply (PWS) for information only. ·It is assumed that the PROJECT will be funded through a State Revolving Fund (SRF) Grant. Based on this assumption, no additional documents, including an Engineering Report or Environmental Information Document, are anticipated to be required for release of project funds. ·It is assumed that the ENGINEER will provide the pilot system and treatment system components. ·It is assumed that the ENGINEER is responsible for the pilot system assembly and maintenance. Upon completion of pilot testing, the ENGINEER will disassemble the pilot equipment and remove from site. Pilot equipment is to be returned to the ENGINEER. ·It is assumed the ENGINEER is responsible for sample collection and laboratory analysis at a certified analytical laboratory. ·It is assumed that 12 months of media contactor testing is sufficient to capture a minimum 75% breakthrough of either perfluorooctanoic acid (PFOA) or perfluorooctane sulfonate (PFOS) in the lead sample point of each contactor arrangement. Breakthrough is defined by the column effluent concentration equaling a minimum 75% of the influent concentration, with both values above detection limits. ·Lifecycle cost assessments for media contactors will assume lead contactor media changeout at 75% breakthrough of either PFOA or PFOS in the lead contactor using average PFOA values detected in the raw water over the course of the pilot study. ·Vendors will provide sufficient media samples to test their products at design conditions. Vendors will not charge for these samples. Technology manufacturers for media are subject to change based on vendor cooperation and available information regarding efficacy of emerging technologies. ·Test conditions are subject to change based on available information regarding industry practice. ·Pilot facilities can be installed outside of foot traffic areas and will not require trip protection. The Pilot will be installed in the existing filter gallery. ·The OWNER will not charge the ENGINEER for water or electricity used. ·Monthly coordination meetings are assumed to be held virtually. All other meetings requiring ENGINEER participation are assumed to be attended in person. 216 PART 4.0 OWNER’S RESPONSIBILITIES OWNER responsibilities include: ·Provide the ENGINEER with plant operation data, survey information, records, record drawings, operations manual, etc. as reasonably available to support pilot testing. ·Provide site access as necessary Monday through Friday, 8AM to 6PM. ·Provide review comments on PROJECT deliverables within 2 weeks. ·Prompt scheduling and attendance to meetings and virtual meetings. ·Provide access to the effluent filter water for the installation of a pump by the ENGINEER. ·Provide the necessary 120-volt electrical outlets for pilot equipment. ·Visually observe the pilot plant operation as part of daily rounds and contact the ENGINEER if the pilot plant is not functioning within pilot plant parameters. Adjust flow valves a couple of times per week if required. ·Obtain all required permits and approvals necessary for the discharge of pilot effluent water and authorize discharge to the drains located at the selected pilot testing site for the media columns . ·Provide the ENGINEER a minimum 72 hours’ notice before any planned event which may: o Stop water flow to the pilot facilities, such as a maintenance shutdown, or o Substantially alter the filtered or finished water chemistry fed to the pilot, such as a seasonal change in primary disinfectant type ·Allow the ENGINEER use of on-site facilities for storage and assembly of pilot equipment. PART 5.0 TIME OF PERFORMANCE The PROJECT is anticipated to begin upon receipt of Notice to Proceed (NTP). The anticipated PROJECT duration is approximately 18 months depending on pilot testing durations and review periods. The anticipated progress is detailed below: ·July–August 2026: Support the DWI review and approval process and Union County Board approval activities. Effort will be limited to responding to County and DWI comments, questions, and requests for technical clarification. ·September–October 2026: Assist with development of the Pilot Study Plan following issuance of the Notice to Proceed. Support is anticipated to include approximately 2–3 hours per week over several weeks to prepare and refine the pilot plan. Existing pilot study templates and previous project examples will be leveraged to streamline development. ·October–November 2026: Support procurement of pilot equipment and materials and assist with pilot unit fabrication and assembly. Coordination with local Charlotte-area staff and other technical resources will be utilized to support these when conducting * which include the pilot operation area** based upon obvious visual observation and the observer's actual knowledgeof the operations of the pilot system *****Int _______ 217 activities. Effort is estimated at approximately 30–40 hours for coordination, equipment sourcing, and site support, including a site visit during pilot assembly. ·December 2026: Provide technical support during pilot startup and commissioning activities. Effort is estimated at approximately 20 hours to assist with system testing, operational adjustments, and commissioning support. ·December 2026–December 2027: Provide ongoing technical oversight during pilot operations, including coordination, troubleshooting, data review, and mentoring of junior staff. Effort is anticipated to average approximately 2 hours per week throughout the pilot testing period. ·November 2027–January 2028: Provide technical oversight and quality review during preparation of the Pilot Study Report. Effort is estimated at approximately 30–40 hours to support data interpretation, report development, and final technical review. 218 PART 6.0 PAYMENTS TO THE ENGINEER As complete compensation for the engineering services described in the Agreement and Task Order 8686-09, ENGINEER will be paid on a per diem (hourly not to exceed (HNTE)) basis for the services listed herein. The HNTE fee for the base scope of services is $419,280 as complete compensation for the services described in Tasks 100 through 400. Task 500 includes an unspecified services allowance of $80,720 for a total task order fee amount of $500,000. 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. Union County YADKIN RIVER WATER TREATMENT PLANT PFAS TREATMENT PILOT TESTING Task Number Task Name Estimated Task Amount 100 PILOT PHASE PROJECT INITIATION, IMPLEMENTATION, & MANAGEMENT $66,110 200 ANALYTICAL SAMPLING AND PILOT EQUIPMENT $172,410 300 PILOT TESTING $94,020 400 PILOT REPORT DEVELOPMENT $86,740 500 ALLOWANCE-BASED ADDITIONAL SERVICES $80,720 Total $500,000 219 PART 7.0 OTHER: None This Task Order is executed this _____________________________. UNION COUNTY, NORTH CAROLINA By: By: Name: Name: Glendon J. Fetterolf, P.E. Title: Title: Vice President Address: 500 N. Main Street Address: 4600 Park Road, Ste. 240 Monroe, NC 28112 Charlotte, NC 28209 Approved as to Legal Form: BTI This instrument has been preaudited in the mannerrequired by the Local Government Budget and Fiscal Control Act.________________________________________Deputy Finance Officer 220 ClassificationSubject Matter ExpertOfficer/Technical Specialist IIIProject Manager III /Technical Specialist IProfessional III /Project Manager IIProfessional II /Financial Accounting Professional ISenior Designer/EditorProject Administration Total HoursTotal Labor Dollars Other Direct Costs/Expenses AllowanceSubconsultant Services (with 10% Markup) Total Cost2026 Billing Rates 325$ 310$ 240$ 205$ 165$ 140$ 155$ 115$ Task NumberTask NameTask 100PILOT PHASE PROJECT INITIATION, IMPLEMENTATION, & MANAGEMENT193794456948 312 64,610$ 1,500$ 66,110$ Task 200ANALYTICAL SAMPLING AND PILOT EQUIPMENT4424421606 240 40,000$ 2,500$ 129,910$ 172,410$ Task 300PILOT TESTING442860464560 86,520$ 7,500$ 94,020$ Task 400PILOT REPORT DEVELOPMENT628249250278 1616 510 86,740$ 86,740$ Task 500ALLOWANCE-BASED ADDITIONAL SERVICES0 -$ 80,720$ 80,720$ Total Hours33731702395097116701622Total Project Cost500,000$ Attachment AUnion CountyYADKIN RIVER WATER TREATMENT PLANT PFAS STUDY221 Attachment B Subconsultants/ Other Direct Costs Qty Unit Cost Markup Cost ANALYTICAL SAMPLING AND PILOT EQUIPMENT PARTS AND EQUIPMENT 1 38,100.00$ 10% $41,910.00 ANALYTICAL SAMPLING AND PILOT EQUIPMENT LAB COST 1 $80,000.00 10% $88,000.00 Total Subconsultants Cost $129,910.00 222 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. 223 Attachment D Estimated Number of Laboratory Sample Analyses (Sample Log) Analyte RW FLT GAC- 1 GAC- 2 IX- 1 IX- 2 IX- 3 NS PFAS Method 533 12 12 12 12 12 12 12 12 PPCPs (Eurofins Pos/Neg) 2 2 2 2 2 2 2 2 SDS Procedure 2 2 2 2 2 2 2 2 Nitrosamines EPA 521.1 2 2 2 2 2 2 2 2 PFAS Method 1633 1 1 1 1 1 1 1 1 Total Organic Carbon 12 12 12 12 12 12 12 12 HAA5 EPA 552.3 2 2 2 2 2 2 2 2 Anions EPA 300.0 2 2 2 2 2 2 2 2 Metals EPA 200.7 2 2 2 2 2 2 2 2 TTHMs EPA 524.2 2 2 2 2 2 2 2 2 Ammonia EPA 350.1 2 2 2 2 2 2 2 2 TKN EPA 351.2 2 2 2 2 2 2 2 2 TDS SM2540C 2 2 2 2 2 2 2 2 224 UNION COUNTY, NORTH CAROLINA 2026-2027 CAPITAL PROJECT ORDINANCE #402 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: Yadkin Water Treatment Plant PFAS Pilot Study 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 additional $510,000 is hereby appropriated for total project cost of $510,000 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: State Grant NCDEQ $500,000 Transfer from W&S Operating Fund $10,000 Section III. The attached CPO #402 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 21th day of September, 2026. ATTEST: ___________________________ ______________________________ Lynn G. West, Brian Helms Clerk to the Board Chairman, Union County Board of Commissioners 225 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 State Grant - NCDEQ 500,000 - 500,000 YADKIN WTP PFAS Pilot Study 510,000 - 510,000 - - IFT from W&S Operating Fund 10,000 - 10,000 - - - Total 510,000 - 510,000 Total 510,000 - 510,000 EXPLANATION:New project funding requested based on Capital Improvement Plan. 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 YADKIN WTP PFAS Pilot Study YADKIN WTP PFAS Pilot Study State Grant 500,000 - 500,000 Professional Services 510,000 - 510,000 60184525-4432 60184525-5381 IFT from W&S Operating Fund 10,000 - 10,000 60184525-4061 - - - Total 510,000 - 510,000 Total 510,000 - 510,000 Prepared By VAA Posted By Date Number 402 BOCC Chairman/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 #402 Water and Sewer CIP Fund Water FY 2027 September 21, 2026 226 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-538 Agenda Date:9/21/2026 TITLE:..title Contract - Magnesium Hydroxide Slurry INFORMATION CONTACT: Christopher Clark, UC Water - Wastewater Operations, Director, 704-296-4215 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County’s Water & Sewer Division is seeking a contract with a chemical supply vendor to provide Magnesium Hydroxide Slurry. Magnesium Hydroxide Slurry is required in the Wastewater Process and is also used to control corrosion in the Collection System. The Procurement Department partnered with Water & Sewer Division to issue IFB 2026-082 Magnesium Hydroxide Slurry. On July 21,2026, five Bids were received. All bids were tabulated, reviewed, and certified by UC Water. The bids ranged from $1,367,604 to $2,372,895. Staff recommends that the project be awarded to the lowest responsive, responsible bidder, Polytec, Inc. in the amount of $1,367,604. FINANCIAL IMPACT: The estimated annual cost for this service is $1,367,604. Since this contract contains an initial term of two years with three one-year renewal options, a total of $6,838,020 is estimated to be spent. Funding is available in the adopted FY2027 budget with future expenditures subject to annual BOCC budget appropriation. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™227 Purchase of Goods (Updated 02.06.24) 1 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 North Main Street, Monroe, NC 28112, hereinafter “Union,” and POLYTEC, INC., a New Jersey corporation authorized to do business in North Carolina, whose address is 90 East Halsey Road, Suite 200, Parsippany, NJ 07054, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain water treatment chemicals, specifically Magnesium Hydroxide Slurry, hereinafter referred to as “Goods;” and WHEREAS, Union desires to purchase such Goods from Contractor on an as-needed basis; and WHEREAS, Contractor is willing to provide such Goods to Union as described in this Agreement. 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. GOODS PROVIDED. Contractor agrees to provide the Goods in accordance with the specifications in the attached Invitation for Bid No. 2026-082, “Magnesium Hydroxide Slurry,” as modified by the attached Addendum No. 1 dated July 15, 2026, both of which are incorporated herein by reference (hereafter collectively referred to as the “IFB”). Contractor’s Product Data Sheet and Safety Data Sheet related to the Goods are also attached hereto for reference. Contractor shall provide the Goods on an as-needed basis, upon request by Union for such Goods. Union shall provide a purchase order number to Contractor prior to any Goods being delivered. Contractor shall not be required to provide installation services pursuant to this Agreement. Union does not guarantee the purchase of any minimum amount of Goods pursuant to this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor for purchase of the Goods in accordance with the attached “Appendix A – Price Form”. Contractor shall invoice Union for Goods after each delivery requested by Union has been completed pursuant to Section 1 herein. Contractor’s invoice must reference the purchase order number issued by Union. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Department. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. If the Agreement is renewed for additional terms in accordance with Section 4 herein, at the beginning of each renewal term, Contractor may adjust the prices listed in “Appendix A –Price Form” in accordance with Section 8.4 of the IFB, “Cost Adjustments.” 3. DELIVERY SCHEDULE. Contractor shall deliver Goods described in Section 1 herein in accordance with the IFB. 228 Purchase of Goods (Updated 02.06.24) 2 4. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of two (2) years. Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to three (3) one-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, with or without cause, by notification to Contractor in writing. In the event of termination without cause, Contractor shall be paid for Goods delivered to the date of notification of termination by Union. 5. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 6. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 7. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 229 Purchase of Goods (Updated 02.06.24) 3 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. 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. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party 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. 20. 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. Contractor shall ensure that Contractor and any subcontractor performing work under this 230 Purchase of Goods (Updated 02.06.24) 4 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. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY BY: _____________________________(SEAL) Brian W. Matthews, County Manager POLYTEC, INC. BY: _____________________________(SEAL) Approved as to Legal Form CGR This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 231 Purchase of Goods (Updated 02.06.24) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. 232 Purchase of Goods (Updated 02.06.24) 6 C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Water Contract #: 10480 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 233 July 22, 2026 2:00 PM EST Union County Procurement Department 610 Patton Ave. Monroe, NC 28110 Invitation for Bid No. 2026-082 Magnesium Hydroxide Slurry Due Date: Time: Submittal Location: Procurement Contact: Juan Rodriguez-Cruz Procurement Specialist 704-283-3519 Juan.Rodriguez-Cruz@unioncountync.gov 234 Page 2 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 1 Contents 2 Notice of Advertisement ................................................................................................................ 4 3 Bid Submission .............................................................................................................................. 5 3.1 BID SUBMISSION DEADLINE ................................................................................................................................... 5 3.2 BID DELIVERY REQUIREMENTS .............................................................................................................................. 5 3.3 BID SUBMITTAL PACKAGE ..................................................................................................................................... 5 3.4 BID QUESTIONS ...................................................................................................................................................... 6 3.5 BID ADDENDUM ..................................................................................................................................................... 6 4 Instructions .................................................................................................................................... 6 4.1 COMMUNICATIONS ................................................................................................................................................. 6 4.2 BIDDERS ACKNOWLEDMENT .................................................................................................................................. 6 4.3 DUPLICATE BIDS .................................................................................................................................................... 6 4.4 BID SIGNATURES .................................................................................................................................................... 7 4.5 BIDDERS RESPONSIBILITIES .................................................................................................................................... 7 4.6 BID SUMBISSION..................................................................................................................................................... 7 5 Purpose ........................................................................................................................................... 7 5.1 INTRODUCTION ....................................................................................................................................................... 7 5.2 COUNTY ................................................................................................................................................................. 7 6 Scope of Work................................................................................................................................ 8 7 Specifications.................................................................................................................................. 8 7.1 INTRODUCTION ....................................................................................................................................................... 8 7.2 DELIVERY & CHARGES .......................................................................................................................................... 8 7.3 QUANTITIES ........................................................................................................................................................... 9 7.4 PACKAGING ............................................................................................................................................................ 9 7.5 PURITY ................................................................................................................................................................... 9 7.6 LABELING OF HAZARDOUS MATERIALS ................................................................................................................. 9 7.7 DELIVERIES ............................................................................................................................................................ 9 7.8 DELIVERY LOCATIONS ......................................................................................................................................... 10 7.9 SPILL PREVENTION ............................................................................................................................................... 11 7.10 CHEMICAL SPECIFICATION – MAGNESIUM HYDROXIDE SLURRY.......................................................................... 11 8 Evaluation of Bids and Award Procedures ............................................................................... 13 8.1 BID INFORMATION ................................................................................................................................................ 13 8.2 EVALUATION OF BIDS .......................................................................................................................................... 13 8.3 AWARD PROCEDURES .......................................................................................................................................... 13 8.4 COST ADJUSTMENTS ............................................................................................................................................ 14 8.5 IFB EXPENSES ...................................................................................................................................................... 14 8.6 APPLICATION OF NORTH CAROLINA GENERAL STATUTES .................................................................................... 14 9 General Conditions and Requirements ..................................................................................... 14 9.1 TERMS AND CONDITIONS...................................................................................................................................... 14 9.2 FINANCIAL INFORMATION .................................................................................................................................... 14 9.3 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 15 9.4 COMPLIANCE WITH LAWS .................................................................................................................................... 15 9.5 SUB-CONTRACTOR/PARTNER DISCLOSURE .......................................................................................................... 15 9.6 EXCEPTION TO THE IFB ........................................................................................................................................ 15 9.7 MODIFICATION OR WITHDRAWAL OF BID ............................................................................................................ 15 9.8 CONTRACT COMMENCEMENT .............................................................................................................................. 16 9.9 RIGHT OF CANCELLATION .................................................................................................................................... 16 9.10 DISPUTES.............................................................................................................................................................. 16 235 Page 3 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 9.11 IFB EXPENSE........................................................................................................................................................ 16 9.12 CERTIFICATION .................................................................................................................................................... 16 9.13 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 16 9.14 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN ...................................................................................... 17 9.15 LICENSES .............................................................................................................................................................. 17 9.16 E-VERIFY ............................................................................................................................................................. 17 9.17 DRUG-FREE WORKPLACE .................................................................................................................................... 17 9.18 INSURANCE .......................................................................................................................................................... 17 9.19 INDEMNIFICATION ................................................................................................................................................ 19 10 Appendix A – Price Form ........................................................................................................... 20 11 Appendix B – Bid Submission Form .......................................................................................... 21 12 Appendix C – Addendum and Anti-Collusion Form................................................................ 22 13 Appendix E – Template Contract .............................................................................................. 23 14 Appendix F – Vendor Payment Letter ...................................................................................... 24 236 Page 4 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 2 NOTICE OF ADVERTISEMENT Union County, North Carolina IFB No. 2026-082 Magnesium Hydroxide Slurry Sealed bids, so marked, will be received by mail or hand delivery to Union County’s Procurement Department until 2:00 PM EST on July 22, 2026, at 610 Patton Avenue, Monroe, NC 28110 at which time the Bids will be publicly opened and read. Late bids will not be accepted. Union County, North Carolina, through Union County Water, is seeking bids from qualified vendors to furnish and deliver Magnesium Hydroxide Slurry at a concentration of 60% ± 2% for five (5) Water Reclamation Facilities (WRFs) and three (3) odor control sites, as outlined in this solicitation. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED – 2026-082” and shall be addressed to Union County Procurement Department, Attn: Juan Rodriguez-Cruz, 610 Patton Avenue, Monroe, NC 28110. Copies of the solicitation may be obtained from the locations listed below: 1. Download the Bid Documents from the Union County Web-Site www.unioncountync.gov (Procurement Page, Current Bids). 2. Download the Bid Documents from the State of North Carolina eVP Web-Site https://evp.nc.gov/solicitations/ (Bid by Departments, search County of Union). All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Juan.Rodriguez- Cruz@unioncountync.gov). Deadline for questions is July 6, 2026, at 4:00 PM local time. The County reserves the right to reject any and/or all bids, including, without limitation, nonconforming, nonresponsive, unbalanced, or conditional bids. The County also reserves the right to waive informalities. Bidders are required to comply with the non-collusion requirements set forth in the Bidding Documents. Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses. 237 Page 5 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 3 BID SUBMISSION 3.1 BID SUBMISSION DEADLINE Bids shall be sealed and labeled on the outside envelope “IFB 2026-082 Magnesium Hydroxide Slurry”. IFB’s are to be received by the Union County Procurement Department by 2:00 PM EST on July 22, 2026. Any bids received after this date and time shall be rejected without exception. 3.2 BID DELIVERY REQUIREMENTS All Bids must be in a sealed box or opaque envelope plainly marked as follows: [Name of Vendor Submitting Quote] IFB No. 2026-082 Magnesium Hydroxide Slurry Attention: Juan Rodriguez-Cruz Ship, Mail, or Hand Deliver Quote Packets to the following address. Your company name and the solicitation number must be visible on the delivery box/envelope. Union County Procurement Department 610 Patton Avenue Monroe, NC 28110 Attention: Juan Rodriguez-Cruz Electronic (email) or facsimile submissions will not be accepted. There is no expressed or implied obligation for Union County to reimburse firms for any expenses incurred in preparing Bid s in response to this request. Union County reserves the right to reject any or all Bids, to waive technicalities and to make such selection deemed in its best interest. With limited response, Union County reserves the right to extend the solicitation opening date as appropriate in order to assure a competitive procurement. 3.3 BID SUBMITTAL PACKAGE The bid submittal package at a minimum must include: 1. Appendix A – Price Form 2. Proposed Product Chemical Analysis (acknowledgment required on Appendix A) 3. Appendix B – Proposal Submission Form 4. Appendix C – Addendum and Anti-Collusion Form 238 Page 6 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 3.4 BID QUESTIONS Bid questions will be due on or before July 6, 2026, at 4:00 PM local time. The primary purpose of this is to provide participating Contractors with the opportunity to ask questions, in writing, related to the IFB. Submit questions by email to Juan Rodriguez-Cruz at Juan.Rodriguez- Cruz@unioncountync.gov by the deadline shown above. (Do not send questions in a graph or Excel sheet format.) The email subject line should be identified as follows: IFB 202 6-082 Magnesium Hydroxide Slurry Questions. All questions and answers may be posted as addenda on the County Website and the North Carolina Interactive Purchasing System as indicated on the Advertisement Page of this solicitation. 3.5 BID ADDENDUM Union County may modify the IFB prior to the date fixed for submission of Bids by the issuance of an addendum. Should an Offeror find discrepancies or omissions in this IFB or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above. Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged by the Offeror on Appendix C, Addendum and Anti-Collusion Form. 4 INSTRUCTIONS 4.1 COMMUNICATIONS All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to the Invitation for Bid (IFB) must be made only through the Procurement Contact noted on the cover of this IFB. A violation of this provision is cause for the County to reject a Company’s bid. No contact regarding this document with other County employees is permitted, and may be grounds for disqualification. 4.2 BIDDERS ACKNOWLEDMENT The Bid will remain subject to acceptance for 120 days after the Bid Opening , or for such longer period of time that Bidder may agree to in writing upon request of Owner. 4.3 DUPLICATE BIDS No more than one (1) bid from any Bidder will be considered by the County. In the event multiple bids are submitted in violation of this provision, the County will have the right to determine which bid will be considered, or at its sole option, reject all such multiple bids. 239 Page 7 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 4.4 BID SIGNATURES An authorized company official must sign Bids. Each signature represents binding commitment upon the Bidder to provide the goods and/or services offered to the County if the Bidder is determined to be the lowest responsive, responsible Bidder. 4.5 BIDDERS RESPONSIBILITIES The bidder must be capable, either as a firm or a team, of providing all goods or services as described under Section 7 – Specifications. Exclusion of any good or service for the IFB may serve as cause for rejection. The successful Bidder will be responsible for all work in the IFB whether they are provided or performed by the successful Bidder or subcontractor(s). Further, the County will consider the successful Bidder to be the sole point of contact with regard to contractual matters, including payment of any and all charges resulting from the cost of any contract. 4.6 BID SUMBISSION a) Bids must be enclosed in a sealed envelope, box, or package, and clearly marked on the outside with the following: IFB Title, Bid Number, and the Bidder’s company name, address, phone, email address, and contact name. b) All costs incurred in the preparation and presentation of the bid is the Bidder’s sole responsibility; no pre-bid costs will be reimbursed to any Bidder. All documentation submitted with the bid will become the property of the County. 5 PURPOSE 5.1 INTRODUCTION Union County, through Union County Water, is seeking bids from qualified vendors for the purchase and delivery of Magnesium Hydroxide Slurry at a concentration of 60% ± 2% for use in wastewater treatment and odor control operations. 5.2 COUNTY Union County, North Carolina (population 247,058) is located in the central, southern piedmont. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration. The County maintains five (5) Water Reclamation Facilities (WRFs) with a combined total volume of 9.65MGD. The NPDES Permitted Facilities are: • 12 Mile Creek WRF/ NC0085359 – 7.5MGD • Crooked Creek WRF/ NC0069841 – 1.9MGD • Old Sycamore WRF/ WQ0011928 – 0.150MGD • Grassy Branch WRF/ NC0085812 – 0.050MGD • Tallwood WRF/ NC0069523 – 0.050MGD 240 Page 8 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry The County also maintains magnesium hydroxide odor control chemical feed operations at the Hunley Creek Odor Control Site, Poplin Lift Station Odor Control Site, and Rehobeth Lift Station Odor Control Site. 6 SCOPE OF WORK The County is seeking bids from qualified firms to provide all labor, materials, equipment, hoses, fittings, permits, and incidentals necessary for the delivery of Magnesium Hydroxide Slurry to designated County facilities. Offloading of chemicals shall be performed using truck-supplied air or a pump supplied by the vendor. All materials shall be delivered FOB destination to locations specified by Union County. Deliveries shall be completed within five (5) days after receipt of order unless otherwise approved . 7 SPECIFICATIONS 7.1 INTRODUCTION Union County requires Magnesium Hydroxide Slurry at a delivered concentration of 60% ± 2% by weight (58%–62%). Bidders shall provide product complying with this requirement. Unless otherwise stated, manufacturer names and product numbers are used only for descriptive purposes and to establish general quality levels. They are not intended to be restrictive. Any deviation from the specifications or requirements of this IFB must be clearly identified and explained in writing with the Bid. A Bid that does not identify deviations will be deemed to offer product and services in full compliance with this IFB. 7.2 DELIVERY & CHARGES FOB destination. All prices quoted shall include all delivery and/or freight charges to addresses specified in this document or other address specified on a Purchase Order. No additional freight shall be charged at time of delivery. Risk of loss and/or damage shall be upon the seller until such time as goods have been physically delivered and received by the County. Deliveries shall be within five (5) days of receipt of order. All quoted unit prices shall be firm, FOB destination, and all-inclusive. Unit prices shall include product, delivery, freight, labor, vendor-furnished tanks, mixers, and pumps where required by this IFB, hoses, fittings, equipment maintenance, and all other costs required to comply with this IFB. No separate freight charges, fuel surcharges, delivery charges, equipment fees, tank rental charges, minimum-load charges, or other additional charges will be permitted. 241 Page 9 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 7.3 QUANTITIES Quantities are annual estimates based on the County’s projected need. Actual quantities purchased may be more than or less than estimated quantities. The price quoted shall be good for any quantity. 7.4 PACKAGING All containers must be durable and dust tight, and not readily broken in handling and storage. The contents must be marked. All markings shall comply with all federal and state laws as applicable to these chemicals. 7.5 PURITY Chemicals supplied under these specifica tions shall no t contain soluble minerals or organic substances in quantities capable of producing deleterious or injurious effect upon public health or water quality. Where applicable, the National Sanitation Foundation Standard Number 60 will be used as the guideline for acceptability. Analysis as required must be submitted for evaluation of bids prior to award of contra ct. 7.6 LABELING OF HAZARDOUS MATERIALS If the items or products requested by this solicitation are "Hazardous Materials" as defined by North Carolina General Statute §95-174 or Title 15 U.S.C. 1261 of the United States Code, then the bidder, by submitting their bid, certifies and warrants that the items or products to be delivered under this contract shall be properly labeled as required by the foregoing section(s) and that by delivering the items or products the bidder does not violate any of the prohibitions of NC G.S. Chapter 95 – Article 18, et al, or Title 15 U.S.C. 1261 et al. Supplier shall provide a current Safety Data Sheet (SDS) and Certificate of Analysis (COA) with each delivery. Product shall not be classified as a hazardous material for transport under applicable DOT regulations. 7.7 DELIVERIES Delivery will be made no later than 5 workdays after receipt of order (ARO), unless otherwise notified. Deliveries must be made during normal working hours (8:00 am - 4:00 pm), local time, Monday through Friday unless otherwise approved by the Treatment Plant Supervisor in writing. All deliveries shall be made in accordance with the following standards & regulations, where applicable: - Union County Union County Water Standards - Occupational Safety & Health Administration (OSHA) standards - U.S. Department of Transportation (DOT) - North Carolina Department of Environmental Quality (DEQ) - U.S. Environmental Protection Agency (EPA) - Any other applicable local, state or Federal laws or regulations. 242 Page 10 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 24-hour advance notice of deliveries is required. Supplier will send notice of delivery and photos with names of the drivers making the deliveries to the receiving facility supervisors; specific email addresses will be provided upon award of a contract. The drivers will have a certificate of analysis for all chemicals and Safety Data Sheets upon arrival at the receiving facility. 7.8 DELIVERY LOCATIONS Delivery locations and the chemical types for each location are shown below: • 12 Mile WRF Delivery Address: 8922 Kensington Drive Waxhaw, NC 28173 • Crooked Creek WRF Delivery Address: 4015 Sardis Church Road Monroe, NC 28110 • Grassy Branch WRF Delivery Address: 1629 Old Fish Road (Off NCSR1610) Monroe, NC 28110 • Old Sycamore WRF Delivery Address: 10922 Persimmon Creek Drive Charlotte, NC 28227 • Tallwood WRF Delivery Address: 488 Brief Road W. Monroe, NC 28110 • Hunley Creek Odor Control Site Delivery Address: 6913 Stevens Mill Rd Stallings, NC 28104 • Poplin Lift Station Odor Control Site Delivery Address: 6025 Sedgewick Rd. Indian Trail, NC 28079 • Rehobeth Lift Station Odor Control Site Delivery Address: 4811 Rehobeth Rd. Waxhaw, NC 28173 243 Page 11 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 7.9 SPILL PREVENTION In the event of a spill resulting from the Supplier’s actions, the Supplier's employee shall perform initial spill response including but not limited to using materials in County owned spill kits to prevent chemicals from injuring County employees and to prevent chemicals from reaching storm drains. It is the responsibility of the Supplier regardless of subcontracting delivery of the chemical to any County locations, in ensuring spill response to the location. The Supplier shall pay any fines levied against the County for spills resulting from the Supplier's actions and shall pay any costs incurred for clean-up and emergency response. The Supplier must have a spill prevention program, including appropriate spill kits on delivery trucks, available and follow the Supplier’s procedures in case of a spill. The Supplier awarded the contract must provide a copy of their spill prevention program to the County for review. In the event of a spill resulting from the Supplier’s actions, the Supplier is responsible for providing all necessary personal protective equipment to their employees. In addition, if there is a spill, the Supplier must notify the County WRF Manager immediately. The facility manager will then follow procedures to contain the spill. The Supplier should have the appropriate spill prevention kit available for the chemicals they are delivering. The County will be reimbursed by the Supplier for labor and materials and damages created by the spill. 7.10 CHEMICAL SPECIFICATION – MAGNESIUM HYDROXIDE SLURRY Requirements: Crooked Creek WRF – 69,000 gallons; Grassy Branch WRF – 4,500 gallons; Old Sycamore WRF – 3,800 gallons; Tallwood WRF – 3,000 gallons; 12 Mile Creek WRF – 160,000 gallons; Hunley Creek Odor Control Site – 90,000 gallons; Poplin Lift Station Odor Control Site – 90,000 gallons; and Rehobeth Lift Station Odor Control Site – 90,000 gallons. The total estimated annual quantity is 510,300 gallons. Actual quantities purchased may be more or less than estimated. Delivered concentration shall be 60% Magnesium Hydroxide Slurry ± 2%. Delivery Method: Twelve Mile Creek WRF and Crooked Creek WRF deliveries shall generally be full tanker loads. Package plant deliveries shall be coordinated with the Crooked Creek WRF bulk delivery. The Vendor shall deliver to the smaller facilities first, with the remaining quantity delivered to Crooked Creek WRF. Bulk deliveries to the Wastewater Treatment Plants shall generally be 4,500-gallon deliveries. 244 Page 12 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry Chemical Specifications: MAGNESIUM HYDROXIDE SLURRY Mg(OH)2 CHEMICAL ANALYSIS: SPECIFICATIONS: Magnesium Hydroxide % by weight 60% ± 2% Water, % by weight 40.0% ± 2% pH (as supplied) CAS Number ≥ 10 1309-42 -8 PHYSICAL PROPERTIES: Appearance and odor White slurry and odorless Solubility in water 6.9 mg/L Specific Gravity Density (solids) Slurry 1.53 1.4 to 1.6g/cm³ ADDITIONAL INFORMATION: • Product shall be Magnesium Hydroxide Slurry suitable for municipal wastewater treatment applications and comparable to PolyMag 60 or approved equal. • Supplier shall provide a current Safety Data Sheet (SDS) and Certificate of Analysis (COA) with each delivery. • Delivery tankers shall be suitable for shipping magnesium hydroxide slurry and equipped with a system to avoid spillage during off-loading. • Union County owns and maintains the tanks, mixers, and pumps at the three package plants. Tank sizes for package plants are listed below: • Grassy Branch - 675 gallons • Tallwood - 675 gallon 245 Page 13 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry • Old Sycamore – 975 gallons • Supplier shall furnish and maintain tanks, mixers, and pumps at the 12 Mile WRF, Hunley Creek, Poplin, Rehobeth, and Crooked Creek WRF locations. Tanks shall have sufficient capacity to store at least 6,200 gallons of product. Feed pumps shall be suitable for magnesium hydroxide slurry service and sized appropriately for the facility application. • Utilization Location(s): 12 Mile WRF; Hunley Creek, Poplin, Rehobeth, Crooked Creek WRF; Package Plants: Old Sycamore, Grassy Branch, Tallwood. 8 EVALUATION OF BIDS AND AWARD PROCEDURES 8.1 BID INFORMATION Bids must be made in strict conformance using the Invitation for Bid (IFB) forms provided herein. All blank spaces for bids must be filled in properly. Numbers must be written in ink or typewritten, and the completed form shall be without erasures, lineation, or alterations. In accepting the proposal, the County will assume that no alterations have been made, and if they appear afterward, they shall not be binding on the County. All Bid Documents shall be signed by an individual who is authorized to contractually bind the company. The signature must indicate the title or position the individual holds in the agency or firm. Agencies or firms which sign contracts with the name of the agency or firm must provide the name of a corporate officer or executive director for signature validation by the County. All un signe d Bids will be disqualified. In submitting a Bid, Offeror affirms all statements contained in the proposal are true and accurate. 8.2 EVALUATION OF BIDS Qualified bids will be evaluated to determine the lowest responsible, responsive bidder, taking into consideration quality, performance, and the time specified in the bid for performance of the contract. Consideration of such factors as: price offered; quality of item offered; general reputation and performance capabilities of offeror; substantial conformity with specifications/other conditions set forth in the bid; suitability of articles for the intended use; related services needed; date of delivery and performance; and such other factors deemed by the County to be pertinent will be used in determining responsiveness and responsibility. For purposes of bid evaluation and award, Union County will calculate each bidder’s Total Evaluated Bid by multiplying the bidder’s Bulk Tanker Delivery Price per Gallon by the estimated annual quantity of 510,300 gallons. 8.3 AWARD PROCEDURES The County reserves the right to reject any and all bids, the right to waive informalities, and the right to disregard nonconforming or conditional bids or counter proposals. If the contract is to be awarded, it will be awarded to the lowest responsive, responsible bidder whose evaluation by the County indicates that the award will be in the best interest of the 246 Page 14 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry County. The County shall have a period of 120 days after opening of bids in which to award the contract. The Contract shall have an initial term of two (2) years (“Initial Term”), beginning on the effective date of the Contract. Prior to the end of the Initial Term or a first or second Renewal Term (as defined herein), the County shall have the option, in its sole discretion and pending budget approval to renew the Contract on the same terms and conditions as the Initial Term for an additional one-year term (each a “Renewal Term”). Thus, this allows for the possibility of up to three (3) total Renewal Terms. 8.4 COST ADJUSTMENTS The Unit Pricing for the Initial Term shall be based upon the response to this solicitation. However, the Unit Pricing for any Renewal Term may be adjusted at the beginning of such Renewal Term by multiplying the Unit Pricing effective in the previous term by the quotient of the All Urban Consumers Price Index (CPI-U) (South Region), Others Goods and Services, with the Index Period of 2020-2026 as published by the Bureau of Labor Statistics, United States Department of Labor, in effect ninety (90) days prior to the commencement date of the new Renewal Term divided by such CPI in effect for the same month one (1) year prior to such date. However, any Unit Pricing increase pursuant to the previous sentence shall be capped at a five percent (5%) increase from one term to the next. Any such Unit Pricing adjustment for a Renewal Term must be requested by the Vendor or County within thirty (30) days from the date of the County’s notice of its exercise of an option to renew the Contract for a Renewal Term. 8.5 IFB EXPENSES Expenses for developing the bids are entirely the responsibility of the vendor and shall not be chargeable in any way to the County. 8.6 APPLICATION OF NORTH CAROLINA GENERAL STATUTES The General Statutes of North Carolina regarding purchasing and competitive bidding (G.S. § 143-129) are made a part herein and will govern the bidding process as applicable. 9 GENERAL CONDITIONS AND REQUIREMENTS 9.1 TERMS AND CONDITIONS All bids submitted in response to this request shall become the property of Union County and as such, may be subject to public review. Union County reserves the right to reject any or all bids, to waive minor technicalities and informalities, and to make an award deemed in its own best interest, as determined by County officials in their sole discretion. 9.2 FINANCIAL INFORMATION The Bidder must have the following financial information readily available and have the ability to provide it to the County, without exception, within twenty-four (24) hours upon request during the proposal certification process: 247 Page 15 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 1. Annual audited financial reports for the past five (5) fiscal years; 2. Credit reports, credit bulletins, bank and vendor references, and any other published statements by agencies that have been issued or published about the entity within the past five (5) years; 3. Indicate whether the Company (and/or predecessor, guarantor, or subcontractor) has declared bankruptcy within the last five (5) years; 4. Provide a description of the financial impact of any past or pending legal proceedings and judgments that could materially affect the Bidder’s financial position or ability to provide service to the County. 9.3 CONTRACTUAL OBLIGATIONS The contents of this Bid and the commitments set forth in the Bid shall be considered contractual obligations, if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service 9.4 COMPLIANCE WITH LAWS Seller represents and warrants that the performance of this order and the furnishing of goods or services required shall be in accordance with the applicable standards, provisions and stipulations of all pertinent Federal, State or County laws, rules, regulations, resolutions and ordinances including but not limited to the Fair Labor Standards Act, the Equal Employment Opportunity rules and regulations and the Occupational Safety and Health Acts. 9.5 SUB-CONTRACTOR/PARTNER DISCLOSURE A single Company may propose the entire solution. If the Bid by any Company requires the use of sub-contractors, partners, and/or third-party products or services, this must be clearly stated in the Bid. The Company submitting the Bid shall remain solely responsible for the performance of all work, including work that is done by sub-contractors. 9.6 EXCEPTION TO THE IFB An “exception” is defined as the Service Provider’s inability or unwillingness to meet a term, condition, specification, or requirement in the manner specified in the IFB. All exceptions taken must be identified and explained in writing and must specifically reference the relevant section(s) of this IFB. Other than exceptions that are stated in compliance with this Section, each Bid shall be deemed to agree to comply with all terms, conditions, specifications, and requirements of this IFB. If the Service Provider provides an alternate solution when taking an exception to a requirement, the benefits of this alternate solution and impact, if any, on any part of the remainder of the Service Provider’s solution, must be described in detail. 9.7 MODIFICATION OR WITHDRAWAL OF BID Prior to the scheduled closing time for receiving bids, any Contractor may withdraw his bid. After the scheduled closing time for receiving bids, no bid may be withdrawn for 90 days. Only written requests for the modification or correction of a previously submitted bid that are addressed in the same manner as bids and are received by the County prior to 248 Page 16 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry the closing time for receiving bids will be accepted. The bid will be corrected in accordance with such written requests, provided that any such written request is in a sealed envelope that is plainly marked “Modification of Bid.” Oral, telephone or fax modifications or corrections will not be recognized or considered. 9.8 CONTRACT COMMENCEMENT Commencement of a contract shall not begin prior to all necessary County approvals, including County Commission approval where required, and receipt of a County Purchase Order. Commencement of a contract without these approvals is solely at the Bidder’s own risk and is likely to result in no payment for services performed or goods received. 9.9 RIGHT OF CANCELLATION Any contract agreement entered into with the County that requires ongoing payments after the end of the fiscal year in which the equipment is purchased is cancelable by the County in the event that continuing funds are not appropriated. 9.10 DISPUTES In case of any doubt or differences of opinion as to the items to be furnished hereunder, the decision of the County shall be final and binding upon both parties. 9.11 IFB EXPENSE Expenses for developing the bids are entirely the responsibility of the Contractor and shall not be chargeable in any way to the County. 9.12 CERTIFICATION In response to the IFB, the Contractor certifies the following: • This bid is signed by an authorized representative of the firm. • It can obtain insurance certificates as required. • The cost and availability of all equipment, materials, and supplies associated with performing the services described herein have been determined and included in the proposed costs. • All labor costs, direct and indirect, have been determined and included in the proposed cost. • The potential Contractor has read and understands the conditions set forth in this IFB. 9.13 EQUAL EMPLOYMENT OPPORTUNITY All Firms will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age. 249 Page 17 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 9.14 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent with this policy, Union County will not allow any person or business to be excluded from participation in, denied the benefits of, or otherwise be discriminated against in connection with the award and performance of any contract because of sex, race, religion, or national origin. 9.15 LICENSES The successful Firm(s) shall have and maintain a valid and appropriate business license (if applicable), meet all local, state, and federal codes, and have current all required local, state, and federal licenses. 9.16 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. Offeror/Firm shall ensure that Firm and any Subcontractor performing work under this contract: (i) uses E-Verify if required to do so; and (ii) otherwise complies with applicable law. 9.17 DRUG-FREE WORKPLACE During the performance of this Request, the Firm agrees to provide a drug-free workplace for his employees; post in conspicuous places, available to employees and applicants for employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions that will be taken against employees for violations of such prohibition; and state in all solicitations or advertisements for employees placed by or on behalf of the firm that the Firm maintains a drug-free workplace. For the purposes of this section, “drug-free workplace” means a site for the performance of work done in connection with a specific contract awarded to a Contractor/Firm in accordance with this chapter, the employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled substance or marijuana during the performance of the Request. 9.18 INSURANCE One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. 250 Page 18 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry A. WORKERS’ COMPENSATION (for any agreement unless otherwise waived by the Risk Manager) Statutory limits (where contractor has three or more employees) covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease – Each Employee $500,000 Disease – Policy Limit J. COMMERCIAL GENERAL LIABILITY (for any agreement unless otherwise waived by the Risk Manager) Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit $5,000 Medical Expense Limit J. COMMERCIAL AUTOMOBILE LIABILITY (for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement) $1,000,000 Combined Single Limit – Any Auto D. PROFESSIONAL LIABILITY (only for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etc) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. ADDITIONAL INSURANCE REQUIREMENTS J. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. J. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. J. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). 251 Page 19 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry D. It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. J. Certificate Holder shall be listed as follows: Union County Attention: Jeff Morgan, Risk Manager 500 N. Main Street, Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 9.19 INDEMNIFICATION Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 252 Page 20 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 10 APPENDIX A – PRICE FORM IFB 2026-082 Magnesium Hydroxide Slurry This Bid is for Magnesium Hydroxide Slurry as specified in this IFB. Bidder must submit the proposed Chemical Analysis with this Price Form. Bidder shall provide a firm unit price per gallon for Bulk Tanker Deliveries. All pricing shall be FOB destination and shall include all costs necessary to comply with this IFB, including product, freight, delivery, labor, vendor-furnished tanks, mixers, and pumps where required by this IFB, hoses, fittings, equipment maintenance, and all other applicable costs. No additional charges will be permitted. Delivery Requirement Estimated Annual Quantity Price per Gallon Total Evaluated Bid (County Use Only) Bulk Tanker Deliveries 510,300 gallons $ $ For County Use Only: Union County will calculate the Total Evaluated Bid by multiplying the Bidder’s Bulk Tanker Delivery Price per Gallon by the estimated annual quantity of 510,300 gallons. The Total Evaluated Bid field is provided for transparency only and will be completed by Union County. Bidders shall not enter an amount in this field. The estimated annual quantity is provided for bid evaluation purposes only. Actual quantities purchased may be more or less than estimated. Award will be made to the lowest responsive, responsible bidder based on the County’s calculated Total Evaluated Bid. Company Submitting Bid: _____________________________ ☐ Proposed Product Chemical Analysis Included with Bid By checking this box, the Bidder acknowledges that the Proposed Product Chemical Analysis required by Section 3.3 is included with this Bid submission. 253 Page 21 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 11 APPENDIX B – BID SUBMISSION FORM IFB 2026-082 Magnesium Hydroxide Slurry This Bid is submitted by: Company Legal Name: Representative Name: Representative Signature: Representative Title: Address: City/State/Zip: Email Address: Phone Number: Website Address: It is understood that Union County reserves the right to reject any and all Bids, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and re-bid this project. Bid is valid for 120 calendar days from the Bid due date and is submitted by an executive of the company that has authority to contract with Union County, NC. Name: Title: Signature: Date: 254 Page 22 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 12 APPENDIX C – ADDENDUM AND ANTI-COLLUSION FORM IFB 2026-082 Magnesium Hydroxide Slurry Please acknowledge receipt of all addenda by including this form with your Bid . Any questions or changes received will be posted as an addendum on www.co.union.nc.us and/or NC eVP . It is your responsibility to check for this information. Addendum No. Date Downloaded I certify that this Bid is made in good faith and without collusion with any other offeror or officer or employee of Union County. Company Name: Name: Title: Email Address: Signature: Date: 255 Page 23 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 13 APPENDIX E – TEMPLATE CONTRACT IFB 2026-082 Magnesium Hydroxide Slurry -----For informational purposes only. Do not submit with your bid----- 256 Purchase of Goods (Updated 02.06.24) 1 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 North Main Street, Monroe, NC 28112, hereinafter “Union,” and [Contractor’s full legal name], a [type of business (corporation, limited liability company, etc.) and state where incorporated], whose address is ____________________________________, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain [describe goods here (ex: Type K copper tube for potable water)], hereinafter referred to as “Goods;” and WHEREAS, Union desires to purchase such Goods from Contractor on an as-needed basis; and WHEREAS, Contractor is willing to provide such Goods to Union as described in this Agreement. 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. GOODS PROVIDED. Contractor agrees to provide the Goods in accordance with the specifications in the attached Specifications [or, if the full IFB (or RFP) is to be attached, state the IFB # and IFB title]. Contractor shall provide the Goods on an as-needed basis, upon request by Union for such Goods. Union shall provide a purchase order number to Contractor prior to any Goods being delivered. Contractor shall not be required to provide installation services pursuant to this Agreement. Union does not guarantee the purchase of any minimum amount of Goods pursuant to this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor for purchase of the Goods in accordance with the attached [“Appendix A – Price Form” (or whatever title was used on the pricing form in the solicitation)]. Contractor shall invoice Union for Goods after each delivery requested by Union has been completed pursuant to Section 1 herein. Contractor’s invoice must reference the purchase order number issued by Union. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Department. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. [Include this paragraph only if Union agrees to such potential increase over time, or if this provision is included in the IFB.] If the Agreement is renewed for additional terms in accordance with Section 4 herein, at the beginning of each renewal term, Contractor may adjust the prices listed in [Appendix A] based on the Consumer Price Index agreed upon by both Contractor and Union, limited to the amount of the CPI increase over the previous year. 257 Purchase of Goods (Updated 02.06.24) 2 3. DELIVERY SCHEDULE. Contractor shall ship requested Goods described in Section 1 herein FOB destination, Freight Prepaid, and delivery of such Goods shall be within ____________[length of time, as listed in the IFB] of the date Contractor receives Union’s order. 4. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of [insert agreement time length]. [The following sentence is to be used only if renewals might be needed or desired, and then only if the IFB or RFP lists the possible number of renewals. If the contract is just for a single term, this sentence may be deleted.] Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to ____[number of possible additional terms, as stated in the IFB or RFP] additional ___[number of years in each renewal term]-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, with or without cause, by notification to Contractor in writing. In the event of termination without cause, Contractor shall be paid for Goods delivered to the date of notification of termination by Union. 5. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 6. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 7. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 258 Purchase of Goods (Updated 02.06.24) 3 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. 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. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party 259 Purchase of Goods (Updated 02.06.24) 4 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. 20. 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. Contractor shall ensure that Contractor 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. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY BY: _____________________________(SEAL) Brian W. Matthews, County Manager [CONTRACTOR FULL LEGAL NAME] BY: _____________________________(SEAL) 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 260 Purchase of Goods (Updated 02.06.24) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 261 Purchase of Goods (Updated 02.06.24) 6 F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Contractor shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ 262 Purchase of Goods (Updated 02.06.24) 7 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 263 Page 24 of 24 Union County, North Carolina IFB 2026-082 Magnesium Hydroxide Slurry 14 APPENDIX F – VENDOR PAYMENT LETTER IFB 2026-082 Magnesium Hydroxide Slurry -----For informational purposes only. Do not submit with your bid----- 264 . . . Finance Department 500 North Main Street Suite #714 Monroe, NC 28112 T. 704-283-3813 www.unioncountync.gov ATTENTION: ACCOUNTS PAYABLE VENDORS As part of our Fraud Prevention Program, Union County now prefers two methods for payments to vendor accounts. These methods allow for faster and easier payments to vendors. The first and preferred method available is to accept a VISA card payment from the County. If you accept payment via VISA, payment is made at the time of the transaction or upon receipt and approval of the invoice. The second method is an Electronic Funds Transfer. (EFT) This means that you will receive payment of invoices due directly into your bank account. With this method, you will get an email confirmation giving you the date, invoice numbers, and total amount paid. Your payment will be available to you on Monday (or the first banking day if Monday is a bank holiday) following receipt of an approved invoice from the County department invoiced. An EFT Enrollment Form to enroll in the program is attached for your convenience. You can also visit the Union County website at www.unioncountync.gov at any time to get a new form if your banking information changes. If the banking information changes and you do not notify us, it will delay receipt of payment for invoices. If you wish to receive payment via the County’s VISA card, please contact Heather Howey at 704-283-3539, or send an email to ap@unioncountync.gov and you will be added to the list of vendors accepting the VISA card method of payment. Union County prefers all vendors participate in one of the two methods described above. Thank you in advance for your participation. 265 Invitation for Bid No. 2026-082 Magnesium Hydroxide ADDENDUM No. 1 ISSUE DATE: July 15, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named IFB document. The following items add to, modify, and/or clarify the IFB documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the IFB document. 266 Page 2 of 2 Union County, North Carolina Addendum No. 1 IFB 2026-082 Magnesium Hydroxide Question/Answer Section 1. Question: Of the listed evaluation metrics, do they all have the same value in deciding the award of the bid or will they be weighed differently? If weighed differently, can those values be provided? Answer: For purposes of bid evaluation and award, Union County will calculate each bidder’s Total Evaluated Bid by multiplying the bidder’s Bulk Tanker Delivery Price per Gallon by the estimated annual quantity of 510,300 gallons. Award will be made to the lowest responsive, responsible bidder based on the County’s calculated Total Evaluated Bid. The other evaluation considerations listed in the IFB may be used by the County in determining bidder responsiveness and responsibility, but they are not separately weighted. 2. Question: Does the added value of advance dosing, monitoring, and sample collections have any effect on the evaluation metrics of the bid? Answer: No. Advance dosing, monitoring, and sample collection services are not being requested as part of this IFB and will not be used to evaluate bids. Dosing amounts are changed manually by Union County staff as conditions change. No monitoring or sampling is being requested from the provider. End of Addendum No. 1 267 268 269 270 271 272 273 274 275 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-542 Agenda Date:9/21/2026 TITLE:..title Contract - Sodium Aluminate 38% INFORMATION CONTACT: Christopher Clark, UC Water - Water and Wastewater Operations, Director, 704-296-4215 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water maintains and operates the Twelve Mile Creek WRF, which has a total phosphorus limit. The WRF uses Sodium aluminate to enhance the removal of phosphorus from the waste stream during its secondary process. On May 15, 2026, the Procurement Department partnered with the Union County Water Department to issue an Invitation for Bid 2026-074 Sodium Aluminate 38%. On June 9, 2026, four bids for the title project were received and processed. All bids were tabulated, reviewed, and certified by the Water Department. The bids ranged from $3.25 per gallon to $4.15 per gallon. Staff recommends that the project be awarded to the lowest responsive, responsible bidder, Southern Ionics, Inc. in the amount of $3.25 per gallon. FINANCIAL IMPACT: The estimated annual cost for this service is $146,250. Since this contract contains an initial term of one year, with four optional one-year renewals, a total of $731,250 is estimated to be spent. Funding is available in the adopted FY2027 budget with future expenditures subject to annual BOCC budget appropriation. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™276 Purchase of Goods (Updated 02.06.24) 1 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 North Main Street, Monroe, NC 28112, hereinafter “Union,” and SOUTHERN IONICS INCORPORATED, a Mississippi corporation authorized to do business in North Carolina, whose address is P.O. Drawer 1217, West Point, MS 39773, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain water treatment chemicals, specifically Sodium Aluminate 38%, hereinafter referred to as “Goods;” and WHEREAS, Union desires to purchase such Goods from Contractor on an as-needed basis; and WHEREAS, Contractor is willing to provide such Goods to Union as described in this Agreement. 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. GOODS PROVIDED. Contractor agrees to provide the Goods in accordance with the specifications in the attached Invitation for Bid No. 2026-074, “Sodium Aluminate 38%,” as modified by the attached Addendum No. 1 dated May 29, 2026, both of which are incorporated herein by reference (hereinafter collectively referred to as the “IFB”). Contractor shall provide the Goods on an as-needed basis, upon request by Union for such Goods. Union shall provide a purchase order number to Contractor prior to any Goods being delivered. Contractor shall not be required to provide installation services pursuant to this Agreement. Union does not guarantee the purchase of any minimum amount of Goods pursuant to this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor for purchase of the Goods in accordance with the attached “Appendix A – Price Form.” Contractor shall invoice Union for Goods after each delivery requested by Union has been completed pursuant to Section 1 herein. Contractor’s invoice must reference the purchase order number issued by Union. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Department. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. If the Agreement is renewed for additional terms in accordance with Section 4 herein, at the beginning of each Renewal Term, Contractor may adjust the prices listed in “Appendix A – Price Form” in accordance with the Price Escalation provisions of the IFB beginning at Section 8.6.2 of the IFB. 3. DELIVERY SCHEDULE. Contractor shall deliver Goods described in Section 1 herein in accordance with the IFB. 277 Purchase of Goods (Updated 02.06.24) 2 4. TERM AND TERMINATION. The Effective Date is October 15, 2026. This Agreement shall have a term of one (1) year. Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to four (4) additional one-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, with or without cause, by notification to Contractor in writing. In the event of termination without cause, Contractor shall be paid for Goods delivered to the date of notification of termination by Union. 5. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 6. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 7. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 278 Purchase of Goods (Updated 02.06.24) 3 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. 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. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party 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. 20. 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. Contractor shall ensure that Contractor and any subcontractor performing work under this 279 Purchase of Goods (Updated 02.06.24) 4 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. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY BY: _____________________________(SEAL) Brian W. Matthews, County Manager SOUTHERN IONICS INCORPORATED BY: _____________________________(SEAL) Approved as to Legal Form CGR This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 280 Purchase of Goods (Updated 02.06.24) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. 281 Purchase of Goods (Updated 02.06.24) 6 C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Water Contract #: 10371 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 282 June 9, 2026 2:00 PM Local Time Procurement Department 610 Patton Ave, Monroe, NC 28110 Invitation for Bid No. 2026-074 Sodium Aluminate 38% Due Date: Time: Submittal Location: Procurement Contact: Juan Rodriguez-Cruz Procurement Specialist 704.283.3519 Juan.Rodriguez-Cruz@unioncountync.gov 283 2 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 1 Contents 2 Notice of Advertisement ................................................................................................................ 5 3 Bid Submission .............................................................................................................................. 6 BID SUBMISSION DEADLINE ................................................................................................................................... 6 BID DELIVERY REQUIREMENTS .............................................................................................................................. 6 BID QUESTIONS ...................................................................................................................................................... 7 BID ADDENDUM ..................................................................................................................................................... 7 4 Instructions .................................................................................................................................... 7 COMMUNICATIONS ................................................................................................................................................. 7 IFB MODIFICATIONS ................................................................................................................................................ 7 BIDDERS ACKNOWLEDMENT .................................................................................................................................. 7 DUPLICATE BIDS .................................................................................................................................................... 7 BID SIGNATURES .................................................................................................................................................... 8 SUBCONTRACTORS (IF APPLICABLE) ....................................................................................................................... 8 BIDDERS RESPONSIBILITIES .................................................................................................................................... 8 5 Purpose ........................................................................................................................................... 9 INTRODUCTION ....................................................................................................................................................... 9 COUNTY.................................................................................................................................................................. 9 6 Project scope .................................................................................................................................. 9 7 specifications .................................................................................................................................. 9 INTRODUCTION ....................................................................................................................................................... 9 DEVIATIONS .......................................................................................................................................................... 10 DELIVERY & CHARGES .......................................................................................................................................... 10 QUANTITIES .......................................................................................................................................................... 10 PACKAGING .......................................................................................................................................................... 10 PURITY ................................................................................................................................................................. 10 LABELING OF HAZARDOUS MATERIALS ................................................................................................................. 10 DELIVERIES ........................................................................................................................................................... 11 DELIVERY LOCATION ............................................................................................................................................ 11 SPILL PREVENTION ................................................................................................................................................ 11 CHEMICAL SPECIFICATION - SODIUM ALUMINATE ................................................................................... 12 8 bid submission and award .......................................................................................................... 12 BID INFORMATION ................................................................................................................................................ 12 EVALUATION OF BIDS............................................................................................................................................ 13 AWARD PROCEDURES ........................................................................................................................................... 13 AWARD ................................................................................................................................................................. 13 PRICING ................................................................................................................................................................ 13 PRICE ESCALATION ............................................................................................................................................... 14 8.6.1 Bid prices will be firm for a minimum of six (6) months from the first day of the contract period. 14 8.6.2 Union County may consider price escalation after six (6) months of the initial term. Justification for a price escalation will have to be based on the Producer Price Index by Industry: Chemical Manufacturing ......................................................................................................................................... 14 8.6.3 During the contract period, the offeror agrees to give the County the benefit of any general market price reduction up to the time of delivery. .............................................................................................. 14 8.6.4 The supplier will give the Union County Water Department representative a minimum of sixty (60) days advance notice of any proposed escalation and copy the Union County Procurement Department representative stating the escalated price, the proposed effective date for that escalated price, and include backup documentation as to the nature of the increase. Requests shall be submitted to the email addresses listed below, together with all necessary written documentation sufficient to 284 3 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% demonstrate that the increase is necessary based on a legitimate increase in the cost of the Material. The request must state and fully justify the proposed price increase per unit over the price originally proposed. The Union County Water Department representative will notify vendor of price increase acceptance or denial. ............................................................................................................................................... 14 8.6.5 Price increases shall only be allowed when justified in the County’s sole discretion based on legitimate, bona fide increases in the cost of the material. The County’s approval of requested price increases will not be unreasonably withheld, provided that the price increase presented is no more than the most current Producer Price Index by Industry: Chemical Manufacturing. The company shall provide documentation substantiating that the requested increase is unavoidable and could not be mitigated. No adjustment shall be made to compensate the company for inefficiency in operation, increase in labor and transportation costs, or for additional profit. Price increases shall not exceed the percentage change in the referenced Producer Price Index. ............................................................................ 14 8.6.6 No proposed price increase shall be valid unless accepted by the County in writing, in the form of an amendment that memorializes a renewal agreed to by the County and company. .............................. 14 8.6.7 If the County approves a price increase pursuant to this section and the market factors justifying the increase shift so that the increase is no longer justified, the County shall have the right to terminate the price increase and revert back to the prices that were in effect immediately prior to the increase. The company shall notify the County in writing if the market factors on which the County granted the increase change such that the County’s reasons for granting the increase no longer apply . 14 8.6.8 If the company's unit prices for any products should decrease, the company shall provide the affected products at the lower discounted price. The company shall provide the County with prompt written notice of all decreases in unit prices ................................................................................................................................................ 15 BID FORMAT ........................................................................................................................................................ 15 TERMS OF SUBMISSION ......................................................................................................................................... 15 APPLICATION OF NORTH CAROLINA GENERAL STATUTES .................................................................................... 16 UNIT PRICES TO PREVAIL ....................................................................................................................................... 16 9 General Conditions and Requirements ..................................................................................... 16 MINIMUM REQUIREMENTS FOR BIDDERS ............................................................................................................. 16 TERMS AND CONDITIONS...................................................................................................................................... 16 CONTRACT TERM .................................................................................................................................................. 16 IFB EXPENSES ...................................................................................................................................................... 16 CERTIFICATION .................................................................................................................................................... 17 FINANCIAL INFORMATION .................................................................................................................................... 17 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 17 COMPLIANCE WITH LAWS .................................................................................................................................... 17 SUB-CONTRACTOR/PARTNER DISCLOSURE .......................................................................................................... 17 MODIFICATION OR WITHDRAWAL OF BID ............................................................................................................ 18 RIGHT OF CANCELLATION ........................................................................................................................... 18 VENDOR DECLARATION ............................................................................................................................... 18 CONTRACT COMMENCEMENT .............................................................................................................................. 18 DISPUTES.............................................................................................................................................................. 18 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 18 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN ...................................................................................... 18 LICENSES .............................................................................................................................................................. 19 E-VERIFY ............................................................................................................................................................. 19 DRUG-FREE WORKPLACE .................................................................................................................................... 19 INSURANCE .......................................................................................................................................................... 20 INDEMNIFICATION ................................................................................................................................................ 22 10 Appendix A –Price Form ............................................................................................................ 23 11 Appendix B – Bid Submission Form .......................................................................................... 24 12 Appendix C – Addendum and Anti-Collusion Form................................................................ 25 13 Appendix D – Vendor Payment Letter ...................................................................................... 26 14 Appendix E – Template agreement ............................................................................................ 27 285 4 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% ---Intentially Left Blank--- 286 5 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 2 NOTICE OF ADVERTISEMENT Union County, North Carolina IFB No. 2026-074 Sodium Aluminate 38% Sealed bids for the specified water treatment chemicals will be received by mail or hand delivery to Union County’s Procurement Department until 2:00 PM (local time) on June 9, 2026, at 610 Patton Avenue , Monroe, NC 2811 0 at which time the Bids will be publicly opened and read . Late bids will not be accepted. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED – 2026-074” and shall be addressed to Union County Procurement Department, Juan Rodriguez- Cruz, 610 Patton Avenue, Monroe, NC 28110. Bids will be received for a single prime contract. Union County, North Carolina, through the Union County Water Department, is soliciting bids from qualified companies for specified water treatment chemicals as described in this solicitation. Prospective Bidders may examine the Bidding Documents by downloading from the website(s) listed below. 1. Download the Bid Documents from the Union County Website www.unioncountync.gov (Procurement Page, Current Bids). 2. Download the Bid Documents from the State of North Carolina IPS Web-Site www.ips.state.nc.us (Bid by Departments, search County of Union). All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Juan.Rodriguez- Cruz@unioncountync.gov). Deadline for questions is May 26 , 2026, at 5:00 PM local time. Bidders are required to comply with the non-collusion requirements set forth in the Bidding Documents. Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses. The County reserves the right to reject any and/or all bids, including, without limitation, nonconforming, nonresponsive, unbalanced, or conditional bids. The County also reserves the right to waive informalities and request clarification as needed. 287 6 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 3 BID SUBMISSION BID SUBMISSION DEADLINE In accordance with Union County (the County) guidelines, bids specified will be received by Union County at the specified location listed in this IFB document, until the time and date cited. Only Bids received by the correct time shall be considered. Bids shall be sealed and labeled on the outside envelope “IFB 2026-074 Sodium Aluminate 38%. IFB’s are to be received by the Union County Procurement Department by 2:00 PM EST on June 9, 2026. Any bids received after this due date and time shall not be considered. BID DELIVERY REQUIREMENTS All Bids must be in a sealed box or opaque envelope plainly marked as follows: [Name of Contractor Submitting Bid] IFB No. 2026-074 2026-074 Sodium Aluminate 38% Attention: Juan Rodriguez-Cruz If using a delivery service, your company name and the solicitation number must be visible on the outside delivery box/envelope. Ship, Mail, or Hand Deliver to the following address: Mail or hand-deliver submission packets to: Union County Procurement Department 610 Patton Avenue, Monroe, NC 28110 Attention: Juan Rodriguez-Cruz, Procurement Specialist The bid must be submitted in printed form. The original bid package must have original signatures and must be signed by a person who is authorized to bind the proposing firm. Electronic (email) or facsimile submissions will not be accepted. There is no expressed or implied obligation for Union County to reimburse firms for any expenses incurred in preparing Bid s in response to this request. Union County reserves the right to reject any or all Bids, to waive technicalities and to make such selection deemed in its best interest. With limited response, Union County reserves the right to extend the solicitation opening date as appropriate in order to assure a competitive procurement. 288 7 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% BID QUESTIONS Bid questions will be due on or before May 26 , 202 6 at 5:00 PM local time. The primary purpose of this is to provide participating Contractors with the opportunity to ask questions, in writing, related to the IFB. Submit questions by email to Juan Rodriguez-Cruz at Juan.Rodriguez- cruz@unioncountync.gov by the deadline shown above. (Do not send question in a graph or Excel sheet format.) The email subject line should be identified as follow IFB 2026-074 Sodium Aluminate 38% Questions. All questions and answers may be posted as addenda on www.unioncountync.gov and www.ips.state.nc.us. BID ADDENDUM Union County may modify the IFB prior to the date fixed for submission of Bids by the issuance of an addendum. Should an Offeror find discrepancies or omissions in this IFB or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above. Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged by the Offeror on Appendix C Addendum and Anti-Collusion Form. 4 INSTRUCTIONS COMMUNICATIONS All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to the Invitation for Bid (IFB) must be made only through the Procurement Contact noted on the cover of this IFB. A violation of this provision is cause for the County to reject a Company’s bid. No contact regarding this document with other County employees is permitted and may be grounds for disqualification. I FB MODIFICATIONS Clarifications, modifications, or amendments may be made to the IFB at any time prior to the Bid Deadline at the discretion of the County. It is the Bidder’s responsibility to periodically check the County’s website until the posted Bid Deadline to obtain any issued addenda. BIDDERS ACKNOWLEDMENT The Bid will remain subject to acceptance for 120 days afte r the Bid Opening , or for such longer period of time that Bidder may agree to in writing upon request of Owner. DUPLICATE BIDS No more than one (1) bid from any Bidder will be considered by the County. In the event multiple bids are submitted in violation of this provision, the County will have the right to determine which bid will be considered, or at its sole option, reject all such multiple bids. 289 8 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% BID SIGNATURES An authorized company official must sign Bids. Each signature represents binding commitment upon the Bidder to provide the goods and/or services offered to the County if the Bidder is determined to be the lowest responsive, responsible Bidder. SUBCONTRACTORS (IF APPLICABLE) In addition to any identification of Subcontractors, Suppliers, individuals, or entities required to be submitted to Owner (see third full paragraph below), Bidders shall include in their Bid a list of all subcontractors which the Bidder intends to use for each of the following categories of work: • Trucking / Transportation A contractor whose Bid is accepted shall not substitute any person as subcontractor in the place of the subcontractor listed in the original bid, except (a) if the listed subcontractor’s bid is later determined by the contractor to be non-responsible or nonresponsive or the listed subcontractor refuses to enter into a contract for the complete performance of the bid work, or (b) with the approval of the awarding authority for good cause shown by the contractor. The terms, conditions, and requirements of each contract between Contractor and a subcontractor performing work under a subdivision or branch of work listed in this subsection shall incorporate by reference the terms, conditions, and requirements of the Contract between Contractor and Owner. Failure to include this list of subcontractors may cause a Bid to be rejected as nonresponsive by Owner. If Owner, after due investigation, has reasonable objection to any proposed Subcontractor, Supplier, individual, or entity, Owner may, before the Notice of Award is given, request apparent Successful Bidder to submit a substitute, without an increase in the Bid. Subsequent to the submittal of the Bid, Owner may not require the Successful Bidder or Contractor to retain any Subcontractor, Supplier, or other individual or entity against which Contractor has reasonable objection. BIDDERS RESPONSIBILITIES The bidder must be capable, either as a firm or a team, of providing all goods or services as described under SECTION 7 – Specifications, and to maintain those capabilities until notification of the fact that their bid response was unsuccessful. Exclusion of any good or service for the IFB may serve as cause for rejection. UNION COUNTY RESERVES THE RIGHT TO REJECT ANY AND/OR ALL QUALIFICATIONS AND TO WAIVE ANY AND ALL TECHNICALITIES. 290 9 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 5 PURPOSE INTRODUCTION Union County, through its Union County Water Department (hereafter the “County”), is seeking bids from qualified firms for delivery of specified water treatment chemicals. Additionally, the contract may provide for additional unspecified chemicals as needed. COUNTY Union County, North Carolina (population 247,058) is located in the central, southern piedmont. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration. The County maintains five (5) Water Reclamation Facilities (WRF) with a combined total volume of 9.65MGD. The NPDES Permitted Facilities are: • 12 Mile Creek WRF/ NC0085359 – 7.5MGD • Crooked Creek WRF/ NC0069841 – 1.9MGD • Old Sycamore WRF/ WQ0011928 – 0.150MGD • Grassy Branch WRF/ NC0085812 – 0.050MGD • Tallwood WRF/ NC0069523 – 0.050MGD 6 PROJECT SCOPE The Supplier shall provide all labor, materials, equipment, hoses, fittings, permits, and incidentals necessary to deliver and offload the specified chemicals at the designated locations. Bid items provided shall be FOB to the delivery location specified. The chemical needs of the County currently include: • Sodium Aluminate 7 SPECIFICATIONS INTRODUCTION The attached specifications and requirements are drawn around chemicals which the County has evaluated and determined to be required for the performance necessary. Bidders are requested to offer only equivalent comparable units, which will provide the features and performance needed and implied. Unless otherwise stated, the use of manufacturer’s names and product numbers are for descriptive purposes and establishing general quality levels only. They are not intended to be restrictive. Bidders are required to state exactly what they intended to furnish otherwise it is fully understood that they shall furnish all items as stated. 291 10 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% DEVIATIONS Any deviations from specifications and requirements herein must be clearly pointed out by bidder. Otherwise it will be considered that chemicals offered will be in strict compliance with these specifications and requirements, and successful bidder will be held responsible therefor. Deviations must be explained in detail on an attached sheet. Therefore, no implication is made by Union County that deviations will be acceptable. Bidder is advised that the response (or lack thereof) on this question does not take precedence over specific responses or nonresponses provided elsewhere in this bid. DELIVERY & CHARGES FOB destination. All prices quoted shall include all delivery and/or freight charges to addresses specified in this document or other address specified on a Purchase Order. No additional freight shall be charged at time of delivery. Risk of loss and/or damage shall be upon the seller until such time as goods have been physically delivered and received by the County. Deliveries shall be made within five (5) business days after receipt of order (ARO), unless otherwise approved by the County. The Supplier shall have the capacity to meet the County’s operational demands, including expedited deliveries when necessary. QUANTITIES Quantities are annual estimates based on the County’s projected need. Actual quantities purchased may be more than or less than estimated quantities. The price quoted shall be good for any quantity. The County makes no guarantee of minimum or maximum quantities under this contract. PACKAGING All containers must be durable and dust tight, and not readily broken in handling and storage. The contents must be marked. All markings shall comply with all federal and state laws as applicable to these chemicals. PURITY Chemicals supplied under these specifications shall meet applicable industry standards and shall not contain substances in quantities that would negatively impact wastewater treatment operations or cause the facility to be in violation of its NPDES permit requirements. The Supplier shall provide a current Certificate of Analysis (COA) for each delivery. LABELING OF HAZARDOUS MATERIALS If the items or products requested by this solicitation are "Hazardous Materials" as defined by North Carolina General Statute §95-174 or Title 15 U.S.C. 1261 of the United States Code, then the bidder, by submitting their bid, certifies and warrants that the items or products to be delivered under this contract shall be properly labeled as required by the foregoing section(s) and that by delivering the items or products the bidder does not violate any of the prohibitions of NC G.S. Chapter 95 – Article 18, et al, or Title 15 U.S.C. 1261 et al. 292 11 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% DELIVERIES Delivery will be made no later than 5 workdays after receipt of order (ARO), unless otherwise notified. Deliveries must be made during normal working hours (8:00 am - 4:00 pm), local time, Monday through Friday. All deliveries shall be made in accordance with the following standards & regulations, where applicable: - Union County Water Standards - Occupational Safety & Health Administration (OSHA) standards - U.S. Department of Transportation (DOT) - North Carolina Department of Environmental Quality (DEQ) - U.S. Environmental Protection Agency (EPA) - Any other applicable local, state or Federal laws or regulations. 24-hour advance notice of deliveries is required. Supplier will send notice of delivery and photos with names of the drivers making the deliveries to the receiving facility supervisors; specific email addresses will be provided upon award of a contract. The drivers will have a certificate of analysis (COA) for all chemicals and Safety Data Sheets (SDS) upon arrival at the receiving facility. DELIVERY LOCATION Deliveries shall be FOB Destination to the address shown below: 12 Mile WRF 8299 Kensington Drive Waxhaw, NC 28173 SPILL PREVENTION In the event of a spill resulting from the Supplier’s actions, the Supplier's employee shall perform initial spill response including but not limited to using materials in County owned spill kits to prevent chemicals from injuring County employees and to prevent chemicals from reaching storm drains. It is the responsibility of the Supplier regardless of subcontracting delivery of the chemical to any County locations, in ensuring spill response to the location. The Supplier shall pay any fines levied against the County for spills resulting from the Supplier's actions and shall pay any costs incurred for clean-up and emergency response. The Supplier must have a spill prevention program, including appropriate spill kits on delivery trucks, available and follow the Supplier’s procedures in case of a spill. The Supplier awarded the contract must provide a copy of their spill prevention program to the County for review. In the event of a spill resulting from the Supplier’s actions, the Supplier is responsible for providing all necessary personal protective equipment to their employees. In addition, if there is a spill, the Supplier must notify the County’s water 293 12 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% treatment plant supervisor immediately. The facility supervisor will then follow procedures to contain the spill. The Supplier should have the appropriate spill prevention kit available for the chemicals they are delivering. The County will be reimbursed by the Supplier for labor and materials and damages created by the spill. CHEMICAL SPECIFICATION - SODIUM ALUMINATE Requirement: 45,000 gallons (estimated quantity yearly) Delivery Method: 4000 gallon lots The County does not guarantee minimum order quantities. Deliveries will be made based on actual operational needs. Physical Requirements: Clear, viscous liquid with a pH of 13.5 -14. Solution should be free of suspended matter. Specification: An inorganic salt at 37.4%-39.6% sodium aluminate, 17% - 19% sodium oxide and 43% - 45% water. Delivery Requirements: The Sodium Aluminate shall be shipped in approximately 4,000 gallon lots in specially equipped tank trucks, which are unloaded by hose by means of a pump or a compressor which is mounted on the delivery truck. Hose used for transfer must be securely capped during transportation. Worn or damage hoses will not be accepted for use during transfer. Supplier shall provide sufficient hose for each delivery location. Drivers are responsible for all PPE associated with offloading. The Supplier is responsible for ensuring pressure gauges on delivery trucks are functional prior to delivery. Supplier is also responsible for ensuring delivery trucks discharge at the appropriate pressure. Impurities: Product shall not contain quantities or concentrations of any metals, including, but not limited to mercury, zinc, copper or cyanide, or any other impurity that would cause the Wastewater Treatment facility to fail to meet NPDES permit requirements or 503 Bio-solids regulations 8 BID SUBMISSION AND AWARD BID INFORMATION Bids must be made in strict conformance using the Invitation for Bid (IFB) forms provided herein. All blank spaces for bids must be filled in properly. Numbers must be written in ink or typewritten, and the completed form shall be without erasures, lineation’s, or alterations. In accepting the proposal, the County will assume that no alterations have been made, and if they appear afterward, they shall not be binding on the County. All Bid Documents shall be signed by an individual who is authorized to contractually bind the company. The signature must indicate the title or position the individual holds in the agency or firm. Agencies or firms which sign contracts with the name of the agency or firm must provide the name of a corporate officer or executive director for signature validation by the County. All unsigned Bids will be disqualified. In submitting a Bid, Bidder affirms all statements contained in the proposal are true and accurate. 294 13 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% All names and titles must be typed or printed below the signatures. EVALUATION OF BIDS Bids will be evaluated to determine the lowest responsive, responsible bidder in accordance with N.C.G.S. § 143-129. AWARD PROCEDURES The County reserves the right to reject any and all bids, the right to waive informalities, and the right to disregard nonconforming or conditional bids or counter proposals. The County desires to award a single contract to one supplier for all items being bid. The County reserves the right to award, by line item, to multiple suppliers if that is in the best interests of the County. If the contract is to be awarded, it will be awarded to the lowest responsible bidder(s) whose evaluation by the County indicates that the award will be in the best interest of County. The County shall have a period of 90 days after opening of bids in which to award the contract. AWARD The term of this contract shall be for one (1) year from the date of award, with the option to renew for four (4) additional one-year periods at the County’s sole discretion. The award shall be for a fixed, firm unit price during the initial one (1) year term, based on estimated quantities and actual usage. All expenditures under a unit price contract are contingent upon appropriations having been made by Union County Board of Commissioners. Union County shall review the terms and conditions and confirm performance under this contract has been satisfactory. However, the County reserves the right to terminate the contract or to allow the contract period to elapse. The parties agree that the contract for services may be terminated by either party upon providing 60 days written notice. PRICING Price quoted in this proposal shall be delivered, F.O.B. Destination to the location listed in the attached specifications. Bidders are warned not to include any form of Federal Excise Tax in computing their bids. The North Carolina State Sales Tax must be shown as a separate item and not included in any proposed prices. (North Carolina sales tax will be paid by Union County when shown as a separate item on an invoice for payment.) If a unit price and its extended price are inconsistent, the unit price will be considered to be the price proposed and the price proposed and the extended price will be adjusted accordingly. 295 14 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% PRICE ESCALATION It is the intention of the County to receive firm prices. If the bidder’s price is subject to escalation, the bidder will state clearly on the bid form and the following conditions will apply: 8.6.1 Bid prices will be firm for a minimum of six (6) months from the first day of the contract period. 8.6.2 Union County may consider price escalation after six (6) months of the initial term. Justification for a price escalation will have to be based on the Producer Price Index by Industry: Chemical Manufacturing 8.6.3 During the contract period, the offeror agrees to give the County the benefit of any general market price reduction up to the time of delivery. 8.6.4 The supplier will give the Union County Water Department representative a minimum of sixty (60) days advance notice of any proposed escalation and copy the Union County Procurement Department representative stating the escalated price, the proposed effective date for that escalated price, and include backup documentation as to the nature of the increase. Requests shall be submitted to the email addresses listed below, together with all necessary written documentation sufficient to demonstrate that the increase is necessary based on a legitimate increase in the cost of the Material. The request must state and fully justify the proposed price increase per unit over the price originally proposed. The Union County Water Department representative will notify vendor of price increase acceptance or denial. 8.6.5 Price increases shall only be allowed when justified in the County’s sole discretion based on legitimate, bona fide increases in the cost of the material. The County’s approval of requested price increases will not be unreasonably withheld, provided that the price increase presented is no more than the most current Producer Price Index by Industry: Chemical Manufacturing. The company shall provide documentation substantiating that the requested increase is unavoidable and could not be mitigated. No adjustment shall be made to compensate the company for inefficiency in operation, increase in labor and transportation costs, or for additional profit. Price increases shall not exceed the percentage change in the referenced Producer Price Index. 8.6.6 No proposed price increase shall be valid unless accepted by the County in writing, in the form of an amendment that memorializes a renewal agreed to by the County and company. 8.6.7 If the County approves a price increase pursuant to this section and the market factors justifying the increase shift so that the increase is no longer justified, the County shall have the right to terminate the price increase and revert back to the prices that were in effect immediately prior to the increase. The company shall notify the County in writing if the market factors on which the County granted the increase change such that the County’s reasons for granting the increase no longer apply 296 15 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 8.6.8 If the company's unit prices for any products should decrease, the company shall provide the affected products at the lower discounted price. The company shall provide the County with prompt written notice of all decreases in unit prices BID FORMAT Bids must include the following: • Appendix A – Price Form • Appendix B – Bid Submission Form (signed) • Appendix C – Addendum Receipt and Anti-Collusion Form (signed) • Product Specification or recent “Certificate of Analysis” TERMS OF SUBMISSION All material received from a person or company (“Respondent”) in response to this solicitation shall become the property of Union County and will not be returned to the Respondent. Any and all costs incurred by a Respondent in preparing, submitting, or presenting submissions are the Respondent’s sole responsibility and Union County shall not reimburse the Respondent. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law. Any material in a response which the Respondent considers a trade secret and exempt from disclosure as a public record under applicable law, including N.C.G.S. §§ 132-1.2 and 66 -152, must be properly designated as a trade secret. In order to properly designate such material, the Respondent must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret – Confidential and Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on each page of the materials therein which contain trade secrets. To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Respondent understands and agrees by submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Respondent’s materials which was properly labeled by the Respondent as a trade secret, Union County will notify the Respondent of the request and the date that such materials will be released to the requestor unless the Respondent obtains a court order enjoining that disclosure. If the Respondent fails to obtain the court order enjoining disclosure prior to that date, Respondent understands and agrees that Union County will release the requested information to the requestor on that date. Furthermore, the Respondent also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Respondent. 297 16 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% APPLICATION OF NORTH CAROLINA GENERAL STATUTES The General Statutes of North Carolina regarding purchasing and competitive bidding (G.S. § 143-129) are made a part herein and will govern the bidding process as applicable. UNIT PRICES TO PREVAIL Prices shall be submitted on per unit basis by line item. In the event of a disparity between the unit price and the extended price, the unit price shall prevail. 9 GENERAL CONDITIONS AND REQUIREMENTS MINIMUM REQUIREMENTS FOR BIDDERS Bids shall be considered only from companies normally engaged in performing the type of work specified in this solicitation. Union County, in its discretion, shall determine whether the evidence of responsibility and ability to perform is satisfactory. The individual/firm warrants that he/she is fully qualified, with adequate personnel and experience, to undertake the services required. The Offeror shall also certify that insurance coverage that meets or exceeds industry standards for this type of work will be in force to mitigate risk during performance under the contract. TERMS AND CONDITIONS All payroll taxes, liability and worker’s compensation are the sole responsibility of the Offeror. The Offeror understands that an employer/employee relationship does not exist under this contract. The County reserves the right to reject any and all bids, the right to waive informalities, and the right to disregard nonconforming or conditional bids or counter bids. It is the intention of Union County to execute a final, binding Contract with the successful Offeror which incorporates terms and conditions no less onerous than those appropriate to the engagement of a licensed contracting firm in connection with a project of this magnitude. All bids submitted in response to this request shall become the property of Union County and as such, may be subject to public review. CONTRACT TERM The Contract shall have an initial term of one (1) year (“Initial Term”), beginning on the effective date of the Contract. Prior to the end of the Initial Term with four (4) one-year renewal options, the County shall have the option in its sole discretion and pending budget approval to renew the Contract on the same terms and conditions as the Initial Term. IFB EXPENSES Expenses for developing the bids are entirely the responsibility of the vendor and shall not be chargeable in any way to the County. 298 17 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% CERTIFICATION In response to the IFB Request, the Contractor certifies the following: • This bid is signed by an authorized representative of the firm; • It can obtain insurance certificates as required within ten (10) calendar days after notice of award; • All labor costs, direct and indirect, have been determined and included in the proposed cost; • The potential Contractor has read and understands the conditions set forth in this solicitation. FINANCIAL INFORMATION Bidder may be asked to provide the following financial information. If the following financial information is requested, it shall be readily available and provided to the County within twenty-four (24) to forty-eight (48) hours upon request during the bid certification process: 1. Annual audited financial reports for the past five (5) fiscal years; 2. Credit reports, credit bulletins, bank and vendor references, and any other 3. Published statements by agencies that have been issued or published about the entity within the past five (5) years; 4. Indicate whether the Company (and/or predecessor, guarantor, or subcontractor) has declared bankruptcy within the last five (5) years; 5. Provide a description of the financial impact of any past or pending legal proceedings and judgments that could materially affect the Bidder’s financial position or ability to provide service to the County. CONTRACTUAL OBLIGATIONS The contents of this Bid and the commitments set forth in the Bid shall be considered contractual obligations, if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service COMPLIANCE WITH LAWS Seller represents and warrants that the performance of this order and the furnishing of goods or services required shall be in accordance with the applicable standards, provisions and stipulations of all pertinent Federal, State or County laws, rules, regulations, resolutions and ordinances including but not limited to the Fair Labor Standards Act, the Equal Employment Opportunity rules and regulations and the Occupational Safety and Health Acts. SUB-CONTRACTOR/PARTNER DISCLOSURE A single Company may propose the entire solution. If the Bid by any Company requires the use of sub-contractors, partners, and/or third-party products or services, this must be clearly stated in the Bid. The Company submitting the Bid shall remain solely responsible for the performance of all work, including work that is done by sub-contractors. 299 18 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% MODIFICATION OR WITHDRAWAL OF BID Prior to the scheduled closing time for receiving bids, any Contractor may withdraw his bid. After the scheduled closing time for receiving bids, no bid may be withdrawn for 90 days. Only written requests for the modification or correction of a previously submitted bid that are addressed in the same manner as bids and are received by the County prior to the closing time for receiving bids will be accepted. The bid will be corrected in accordance with such written requests, provided that any such written request is in a sealed envelope that is plainly marked “Modification of Bid.” Oral, telephone or fax modifications or corrections will not be recognized or considered. RIGHT OF CANCELLATION Any contract agreement entered into with the County that requires ongoing payments after the end of the fiscal year in which the equipment is purchased is cancelable by the County in the event that continuing funds are not appropriated. VENDOR DECLARATION The vendor must state that the bid was made without connection with any other person, company, or parties making a similar bid and that it is in all respects fair and in good faith without collusion and fraud. CONTRACT COMMENCEMENT Commencement of a contract shall not begin prior to all necessary County approvals, including County Commission approval where required, and receipt of a County Purchase Order. Commencement of a contract without these approvals is solely at the Bidder’s own risk and is likely to result in no payment for services performed or goods received. DISPUTES In case of any doubt or differences of opinion as to the services to be furnished hereunder, the decision of the County shall be final and binding upon both parties. EQUAL EMPLOYMENT OPPORTUNITY All Companies will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age. MINORITY AND SMALL BUSINESS PARTICIPATION PLAN It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent with this policy, Union County will not allow any person or business to be excluded from participation in, denied the benefits of, or otherwise be discriminated against in connection with the award and performance of any contract because of sex, race, religion, or national origin. 300 19 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% Disadvantaged Business Enterprises (DBE) will be afforded full opportunity to submit a bid. DBE Contractors must be certified and registered on the NCDOT Directory. LICENSES The successful Firm(s) shall have and maintain a valid and appropriate business license (if applicable), meet all local, state, and federal codes, and have current all required local, state, and federal licenses. 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. Offeror/Firm shall ensure that Firm and any Subcontractor performing work under this contract: (i) uses E-Verify if required to do so; and (ii) otherwise complies with applicable law. DRUG-FREE WORKPLACE During the performance of this project, the Firm agrees to provide a drug-free workplace for his employees; post in conspicuous places, available to employees and applicants for employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions that will be taken against employees for violations of such prohibition; and state in all solicitations or advertisements for employees placed by or on behalf of the firm that the Firm maintains a drug-free workplace. For the purposes of this section, “drug-free workplace” means a site for the performance of work done in connection with a specific contract awarded to a Contractor/Firm in accordance with this chapter, the employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled substance or marijuana during the performance of the Request. UNION COUNTY RESERVES THE RIGHT TO REJECT ANY AND/OR ALL QUALIFICATIONS AND TO WAIVE ANY AND ALL TECHNICALITIES. ---Intentially Left Blank--- 301 20 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% INSURANCE One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY (for any agreement unless otherwise waived by the Risk Manager) Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY (for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement) $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY (only for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etc.) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. ADDITIONAL INSURANCE REQUIREMENTS A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: 302 21 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Jeff Morgan, Risk Manager 500 N. Main Street, Monroe, NC 28112 303 22 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. INDEMNIFICATION Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. ---Intentially Left Blank--- 304 23 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 10 APPENDIX A –PRICE FORM IFB No. 2026-074 Sodium Aluminate 38% The undersigned proposes to furnish the following items in strict conformance to the bid specifications and bid invitation issued by Union County for this bid. The undersigned hereby certifies that this bid is made without prior understanding, agreement or connection with any person(s), firm(s) or corporation(s) making bids or proposals. The bidder further certifies that he is not suspended or debarred from bidding by any federal, state, or local agency. Any exceptions are clearly marked in the attached copy of bid specifications. SUBMIT WITH BID Failure to complete the following form(s) shall result in your Bid being deemed nonresponsive and rejected without any further evaluation. The award will be made to the lowest, responsive, responsible bidder based on the Price per Gallon for each line item. Actual quantities purchased may be more than or less than estimated quantities. The price quoted shall be good for any quantity. Line Item Chemical Description Estimated Annual Quantities Unit of Measure Delivery Method Price per Gallon 1 Sodium Aluminate 45,000 Gallons Tanker $ *Information listed in section 8.7- Bid Format must be included. I certify, under penalty of perjury, that I have the legal authorization to bind the firm hereunder: __________________________________ ______________________________ Signature/Title of Person Authorized to Sign Print Name/Title of Authorized Person Email ____________________________________________________________________ 305 24 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 11 APPENDIX B – BID SUBMISSION FORM IFB No. 2026-074 Sodium Aluminate 38% SUBMIT WITH BID This Bid is submitted by: Company Legal Name: Representative Name: Representative Signature: Representative Title: Address: City/State/Zip: Email Address: Phone Number: Website Address: It is understood that Union County reserves the right to reject any and all Bids, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and re-bid this project. Bid is valid for 120 calendar days from the Bid due date and is submitted by an executive of the company that has authority to contract with Union County, NC. Name: Title: Signature: Date: 306 25 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 12 APPENDIX C – ADDENDUM AND ANTI-COLLUSION FORM IFB No. 2026-074 Sodium Aluminate 38% SUBMIT WITH BID Please acknowledge receipt of all addenda by including this form with your Bid . Any questions or changes received will be posted as an addendum on www.unioncountync.gov and/or www.ips.state.nc.us. It is your responsibility to check for this information. Addendum No. Date Downloaded I certify that this Bid is made in good faith and without collusion with any other offeror or officer or employee of Union County. Company Name: Name: Title: Email Address: Signature: Date: 307 26 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 13 APPENDIX D – VENDOR PAYMENT LETTER IFB No. 2026-074 Sodium Aluminate 38% Do Not Submit with Bid -----For informational purposes only. ----- 308 . . . Finance Department 500 North Main Street Suite #714 Monroe, NC 28112 T. 704-283-3813 www.unioncountync.gov ATTENTION: ACCOUNTS PAYABLE VENDORS As part of our Fraud Prevention Program, Union County now prefers two methods for payments to vendor accounts. These methods allow for faster and easier payments to vendors. The first and preferred method available is to accept a VISA card payment from the County. If you accept payment via VISA, payment is made at the time of the transaction or upon receipt and approval of the invoice. The second method is an Electronic Funds Transfer. (EFT) This means that you will receive payment of invoices due directly into your bank account. With this method, you will get an email confirmation giving you the date, invoice numbers, and total amount paid. Your payment will be available to you on Monday (or the first banking day if Monday is a bank holiday) following receipt of an approved invoice from the County department invoiced. An EFT Enrollment Form to enroll in the program is attached for your convenience. You can also visit the Union County website at www.unioncountync.gov at any time to get a new form if your banking information changes. If the banking information changes and you do not notify us, it will delay receipt of payment for invoices. If you wish to receive payment via the County’s VISA card, please contact Heather Howey at 704-283-3539, or send an email to ap@unioncountync.gov and you will be added to the list of vendors accepting the VISA card method of payment. Union County prefers all vendors participate in one of the two methods described above. Thank you in advance for your participation. 309 Union County -Finance Office Authorization for payment via Electronic Funds Transfer (EFT) Today's Date Company Name Street Address City, State, Zip By signing below, I hereby authorize Union County to electronically deposit funds into the account indicated below. I understand that if my banking information changes and Union County is not made aware of this change, then payment may be delayed. Address City, State, Zip Bank Name Routing/ABA #Bank Acct No. Payment Notification: I hereby authorize the following individual to receive an email notification of payment details for all funds deposited to the above account by Union County. Phone Number Email Address Name & Title Officer Name & Title Signature: FOR ACCOUNT VERIFICATION, PLEASE ATTACH A VOIDED CHECK. This authorization will remain in effect until Union County has received written notice to discontinue. Initial Enrollment Change Information Phone Number Please return this completed form and supporting documents to: Suite 714, 7th Floor, 500 N. Main Street, Monroe NC 28112 Phone: (704) 283-3886 Fax:(704) 225-0664 Email:ap@unioncountync.gov 310 27 Union County, North Carolina IFB 202 6-074 Sodium Aluminate 38% 14 APPENDIX E – TEMPLATE AGREEMENT IFB No. 2026-074 Sodium Aluminate 38% Do Not Submit with Bid -----For informational purposes only. ----- 311 Purchase of Goods (last updated 05.03.22) 1 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 North Main Street, Monroe, NC 28112, hereinafter “Union,” and [Contractor’s full legal name], a [type of business (corporation, limited liability company, etc.) and state where incorporated], whose address is ____________________________________, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain [describe goods here (ex: Type K copper tube for potable water)], hereinafter referred to as “Goods;” and WHEREAS, Union desires to purchase such Goods from Contractor on an as-needed basis; and WHEREAS, Contractor is willing to provide such Goods to Union as described in this Agreement. 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. GOODS PROVIDED. Contractor agrees to provide the Goods in accordance with the specifications in the attached Specifications [or, if the full IFB (or RFP) is to be attached, state the IFB # and IFB title]. Contractor shall provide the Goods on an as-needed basis, upon request by Union for such Goods. Union shall provide a purchase order number to Contractor prior to any Goods being delivered. Contractor shall not be required to provide installation services pursuant to this Agreement. Union does not guarantee the purchase of any minimum amount of Goods pursuant to this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor for purchase of the Goods in accordance with the attached [“Appendix A – Pricing Form” (or whatever title was used on the pricing form in the solicitation)]. Contractor shall invoice Union for Goods after each delivery requested by Union has been completed pursuant to Section 1 herein. Contractor’s invoice must reference the purchase order number issued by Union. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Department. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. [Include this paragraph only if Union agrees to such potential increase over time, or if this provision is included in the IFB.] If the Agreement is renewed for additional terms in accordance with Section 4 herein, at the beginning of each renewal term, Contractor may adjust the prices listed in [Appendix A] based on the Consumer Price Index agreed upon by both Contractor and Union, limited to the amount of the CPI increase over the previous year. 312 Purchase of Goods (last updated 05.03.22) 2 3. DELIVERY SCHEDULE. Contractor shall ship requested Goods described in Section 1 herein FOB destination, Freight Prepaid, and delivery of such Goods shall be within ____________[length of time, as listed in the IFB] of the date Contractor receives Union’s order. 4. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of [insert agreement time length]. [The following sentence is to be used only if renewals might be needed or desired, and then only if the IFB or RFP lists the possible number of renewals. If the contract is just for a single term, this sentence may be deleted.] Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to ____[number of possible additional terms, as stated in the IFB or RFP] additional ___[number of years in each renewal term]-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, with or without cause, by notification to Contractor in writing. In the event of termination without cause, Contractor shall be paid for Goods delivered to the date of notification of termination by Union. 5. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 6. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 7. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 313 Purchase of Goods (last updated 05.03.22) 3 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. 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. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party 314 Purchase of Goods (last updated 05.03.22) 4 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. 20. 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. Contractor shall ensure that Contractor 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. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY BY: _____________________________(SEAL) William M. Watson, County Manager [CONTRACTOR FULL LEGAL NAME] BY: _____________________________(SEAL) 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 315 Purchase of Goods (last updated 05.03.22) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 316 Purchase of Goods (last updated 05.03.22) 6 F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Contractor shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street, Suite #130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ 317 Purchase of Goods (last updated 05.03.22) 7 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Keith A. Richards, Risk Manager 500 N. Main Street, Suite #130 Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 318 Invitation for Bid No. 2026-074 Sodium Aluminate 38% ADDENDUM No. 1 ISSUE DATE: May 29, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named IFB document. The following items add to, modify, and/or clarify the IFB documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the IFB document. 319 Page 2 of 7 Union County, North Carolina Addendum No. 1 IFB 2026-074 Sodium Aluminate 38% Delete/Add/Replace Section 1. Add – Section 7, Chemical Specification - Sodium Aluminate Add: The requested Sodium Aluminate shall be a stabilized formulation of the chemical. The product shall meet all specifications stated in the IFB. 2. Replace – Section 7, Chemical Specification - Sodium Aluminate, Delivery Requirements Replace: The Sodium Aluminate shall be shipped in approximately 4,000 gallon lots in specially equipped tank trucks, which are unloaded by hose by means of a pump or a compressor which is mounted on the delivery truck. Hose used for transfer must be securely capped during transportation. Worn or damaged hoses will not be accepted for use during transfer. Suppliers shall provide sufficient hose for each delivery location. Drivers are responsible for all PPE associated with offloading. The Supplier is responsible for ensuring pressure gauges on delivery trucks are functional prior to delivery. Suppliers are also responsible for ensuring delivery trucks discharge at the appropriate pressure. With: The Sodium Aluminate shall be shipped in approximately 4,000 gallon lots in specially equipped tank trucks, which are unloaded by hose by means of a pump or a compressor which is mounted on the delivery truck. Hose used for transfer must be securely capped during transportation. Worn or damaged hoses will not be accepted for use during transfer. Supplier shall provide sufficient hose for each delivery location, including two (2) 20-foot sections of hose for offloading from the trailer. The County also maintains hose on site as emergency backup for offloads. Drivers are responsible for all PPE associated with offloading. The Supplier is responsible for ensuring pressure gauges on delivery trucks are functional prior to delivery. Suppliers are also responsible for ensuring delivery trucks discharge at the appropriate pressure. Question/Answer Section 1. Question: Who do we contact for jar testing? Please provide name, phone number, and email. Answer: Jar testing is not part of the bid process and will not be required for this IFB. The County does not see a benefit to jar testing, provided the products meet the specifications listed in the bid document. 2. Question: Would the County consider stabilized Sodium Aluminate, and is the product request considered stabilized or unstabilized Sodium Aluminate? Answer: Yes. The County’s current sodium aluminate is a stabilized form of sodium aluminate, and the product request is for a stabilized formulation of the chemical. 320 Page 3 of 7 Union County, North Carolina Addendum No. 1 IFB 2026-074 Sodium Aluminate 38% 3. Question: What length of hose is needed for delivery? Answer: Two (2) 20-foot sections of hose are needed for offloading from the trailer. The County also maintains hose on site as emergency backup for offloads. All other terms and conditions shall remain unchanged. Attachments: Attachment A – 03.05.2026 Attachment B – 04.10.2026 Attachment C – 05.15.2026 321 Page 4 of 7 Union County, North Carolina Addendum No. 1 IFB 2026-074 Sodium Aluminate 38% Attachment A – 03.05.2026 322 323 324 325 Page 5 of 7 Union County, North Carolina Addendum No. 1 IFB 2026-074 Sodium Aluminate 38% Attachment B – 04.10.2026 326 327 328 329 Page 6 of 7 Union County, North Carolina Addendum No. 1 IFB 2026-074 Sodium Aluminate 38% Attachment C – 05.15.2026 330 331 332 333 Page 7 of 7 Union County, North Carolina Addendum No. 1 IFB 2026-074 Sodium Aluminate 38% End of Addendum No. 1 334 335 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-529 Agenda Date:9/21/2026 TITLE:..title Grant Application - James R. & Bronnie L. Braswell Trust 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: The James R. & Bronnie L. Braswell Trust supports health and wellness programs, as well as community development projects within the Union an Anson County region. This request from the Trust will be to support the purchase of equipment and needed infrastructure that will support the ongoing construction of the Union County Food Innovation Center. Funds will be used to support equipment that will enhance the operations of the facility to provide opportunity for small scale farmers and ranchers to increase profitability. FINANCIAL IMPACT: $75,000 enhancement to the overall budget for the Union County Food Innovation Center. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™336 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-543 Agenda Date:9/21/2026 TITLE:..title Purchase - Uninterrupted Power Supply Systems at Radio Towers INFORMATION CONTACT: Caleb Brackett, Emergency Communications, Director, 704-283-3790 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: None. BACKGROUND: The Radio Towers are vital infrastructure for the radio system utilized by Emergency Services to dispatch all county and municipal police, fire, and EMS agencies; for local trainings and public events; and by partnering agencies. The Radio Towers located on Brooks Road, Cuthbertson Road, Brooks Turner Rd, and Fowler Secrest Rd need replacement uninterrupted power supply systems to maintain their 24/7 operation. The current systems were installed in 2008 and are currently running unsupported and at reduced capacity or being bypassed due to total loss of functionality. The purchase of the Liebert APS UPS systems will be made using GSA Contract # 47QTCA19D00MM quoted by Data Network Solutions. The installation of the UPS systems are to be completed as quoted by Vertiv dba JG Blackmon & Associates. FINANCIAL IMPACT: The anticipated cost for this purchase is $219,078.72 and is budgeted accordingly for FY2027. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™337 Quote:Union County Vertiv UPS Replacement - 5920 Brooks Turner Road Site - Refreshed Project:Union County Vertiv UPS Replacement - 5920 Brooks Turner Road Site - Refreshed UNIT EXTENDED ROW MFG MFG PART#DESCRIPTION QTY SERIAL #TYPE PRICE PRICE 1 Vertiv CPQ-806237-04 Liebert APS UPS (Includes 24 x 7 Startup Services)1 AS4D0NCJGNNXBVB Hardware 27,384.84$ 27,384.84$ 2 Vertiv CPQ-806237-05 Liebert APS UPS (Includes 24 x 7 Startup Services)1 AS4D0NCJGNNXBVC Hardware 27,384.84$ 27,384.84$ Sales Tax 3,937.33$ Shipping 1,309.25$ TOTAL 60,016.26$ GSA CONTRACT #: 47QTCA19D00MM Prepared by: Jessica SmithStephen DeVore Dated:7/22/2026 Prices valid for 30 days. Quote Expires: 08/21/2026 Customer Signature: ___________________________________ DNS reserves the right to amend quotation if errors or omissions occur. All information contained in this quote is confidential and not to be shared with any third parties unless authorized by DNS Taxes, Shipping and Handling not included, and are billed as incurred.DNS Signature _____________________________ Credit Card orders are subject to a 3% convenience fee. Return requests must have manufacturer approval and are subject to their restocking fees. All returns must be within 30 days of receipt and have a Manufacturer RMA#. Terms are net 30 days from receipt of invoice. Accounts over 30 days subject to 18% late fees. **Purchase Orders can be emailed to orders@datanetworksolutions.com *** Purchased DNS Professional Services will expire 12-months from date of order regardless of usage status sdevore@datanetworksolutions.com (980) 850-8588 orders@datanetworksolutions.com Stephen DeVore Data Network Solutions Account Executive Ralph Bartlett Union County Government 500 North Main Street Monroe 28112 - ralph.bartlett@unioncountync.gov Data Network Solutions, Inc. 629 Lake Tide Drive Chapin, SC 29036 orders@datanetworksolutions.com (f) 803 932-9914 FED Tax ID: 56-2113683 1 of 1 338 Quote:Union County Vertiv UPS Replacement - 1524 Cuthbertson Rd Site Refreshed Project:VRT_3081596 UNIT EXTENDED ROW MFG MFG PART#DESCRIPTION QTY SERIAL #TYPE PRICE PRICE 1 Vertiv CPQ-806227-04 Liebert APS UPS (Includes 24 x 7 Start Up Services)1 AS4D0NCJGNNXBVB Hardware 27,384.84$ 27,384.84$ 2 Vertiv CPQ-806227-05 Liebert APS UPS (Includes 24 x 7 Start Up Services)1 AS4D0NCJGNNXBVC Hardware 27,384.84$ 27,384.84$ Sales Tax 3,937.33$ Shipping 1,309.25$ TOTAL 60,016.26$ GSA CONTRACT #: 47QTCA19D00MM Prepared by: Jessica SmithStephen DeVore Dated:7/22/2026 Prices valid for 30 days. Quote Expires: 08/21/2026 Customer Signature: ___________________________________ DNS reserves the right to amend quotation if errors or omissions occur. All information contained in this quote is confidential and not to be shared with any third parties unless authorized by DNS Taxes, Shipping and Handling not included, and are billed as incurred.DNS Signature _____________________________ Credit Card orders are subject to a 3% convenience fee. Return requests must have manufacturer approval and are subject to their restocking fees. All returns must be within 30 days of receipt and have a Manufacturer RMA#. Terms are net 30 days from receipt of invoice. Accounts over 30 days subject to 18% late fees. **Purchase Orders can be emailed to orders@datanetworksolutions.com *** Purchased DNS Professional Services will expire 12-months from date of order regardless of usage status sdevore@datanetworksolutions.com (980) 850-8588 orders@datanetworksolutions.com Stephen DeVore Data Network Solutions Account Executive Ralph Bartlett Union County Government 500 North Main Street Monroe 28112 - ralph.bartlett@unioncountync.gov Data Network Solutions, Inc. 629 Lake Tide Drive Chapin, SC 29036 orders@datanetworksolutions.com (f) 803 932-9914 FED Tax ID: 56-2113683 1 of 1 339 Quote:Union County Vertiv UPS Replacement - 2206 Fowler Secrest Road Site - Refreshed Project:Union County Vertiv UPS Replacement - 2206 Fowler Secrest Road Site - Refreshed UNIT EXTENDED ROW MFG MFG PART#DESCRIPTION QTY SERIAL #TYPE PRICE PRICE 1 Vertiv CPQ-806201-04 Liebert APS UPS (Includes 24 x 7 Startup Services)1 AS4D0NCJGNNXBV5 Hardware 27,384.84$ 27,384.84$ 2 Vertiv CPQ-806201-05 Liebert APS UPS (Includes 24 x 7 Startup Services)1 AS4D0NCJGNNXBV6 Hardware 27,384.84$ 27,384.84$ Sales Tax 3,937.33$ Shipping 1,309.25$ TOTAL 60,016.26$ GSA CONTRACT #: 47QTCA19D00MM Prepared by: Jessica SmithStephen DeVore Dated:7/22/2026 Quote Expires: 7/29/2026 Customer Signature: ___________________________________ DNS reserves the right to amend quotation if errors or omissions occur. All information contained in this quote is confidential and not to be shared with any third parties unless authorized by DNS Taxes, Shipping and Handling not included, and are billed as incurred.DNS Signature _____________________________ Credit Card orders are subject to a 3% convenience fee. Return requests must have manufacturer approval and are subject to their restocking fees. All returns must be within 30 days of receipt and have a Manufacturer RMA#. Terms are net 30 days from receipt of invoice. Accounts over 30 days subject to 18% late fees. **Purchase Orders can be emailed to orders@datanetworksolutions.com *** Purchased DNS Professional Services will expire 12-months from date of order regardless of usage status sdevore@datanetworksolutions.com (980) 850-8588 orders@datanetworksolutions.com Stephen DeVore Data Network Solutions Account Executive Ralph Bartlett Union County Government 500 North Main Street Monroe 28112 - ralph.bartlett@unioncountync.gov Data Network Solutions, Inc. 629 Lake Tide Drive Chapin, SC 29036 orders@datanetworksolutions.com (f) 803 932-9914 FED Tax ID: 56-2113683 1 of 1 340 Quote:Union County Vertiv UPS Replacement - 310 Brooks Road Site - Refreshed Project:VRT3081600 UNIT EXTENDED ROW MFG MFG PART#DESCRIPTION QTY SERIAL #TYPE PRICE PRICE 1 Vertiv CPQ-806184-04 Liebert APS UPS (includes 24 x 7 Startup Services)1 AS4D0NCJGNNXBVB Hardware 27,384.84$ 27,384.84$ 2 Vertiv CPQ-806184-05 Liebert APS UPS (includes 24 x 7 Startup Services)1 AS4D0NCJGNNXBVC Hardware 27,384.84$ 27,384.84$ Sales Tax 3,937.33$ Shipping 1,309.25$ TOTAL 60,016.26$ GSA CONTRACT #: 47QTCA19D00MM Prepared by: Jessica SmithStephen DeVore Dated:7/22/2026 Prices valid for 30 days. Quote Expires: 08/21/2026 Customer Signature: ___________________________________ DNS reserves the right to amend quotation if errors or omissions occur. All information contained in this quote is confidential and not to be shared with any third parties unless authorized by DNS Taxes, Shipping and Handling not included, and are billed as incurred.DNS Signature _____________________________ Credit Card orders are subject to a 3% convenience fee. Return requests must have manufacturer approval and are subject to their restocking fees. All returns must be within 30 days of receipt and have a Manufacturer RMA#. Terms are net 30 days from receipt of invoice. Accounts over 30 days subject to 18% late fees. **Purchase Orders can be emailed to orders@datanetworksolutions.com *** Purchased DNS Professional Services will expire 12-months from date of order regardless of usage status sdevore@datanetworksolutions.com (980) 850-8588 orders@datanetworksolutions.com Stephen DeVore Data Network Solutions Account Executive Ralph Bartlett Union County Government 500 North Main Street Monroe 28112 - ralph.bartlett@unioncountync.gov Data Network Solutions, Inc. 629 Lake Tide Drive Chapin, SC 29036 orders@datanetworksolutions.com (f) 803 932-9914 FED Tax ID: 56-2113683 1 of 1 341 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-503 Agenda Date:9/21/2026 TITLE:..title Appointment to Consolidated Human Services Board INFORMATION CONTACT: Janet Payne, Human Services Agency, Executive Director, 704-296-4348 ACTION REQUESTED: Appointment of member to fill Registered Nurse vacancy. PRIOR BOARD ACTIONS: None. BACKGROUND: The Consolidated Human Services Board (CHSB), pursuant to N.C. general statute 153A-77, is permitted to be composed of up to 25 members and composition of the board shall reasonably reflect the population makeup of the County. Currently, the Union County CHSB has 19 membership positions, each of which has a specific designation. Nine positions are filled and there are 10 vacancies including: ·Consumer of Human Services (3) ·Dentist (1) ·Optometrist (1) ·Pharmacist (1) ·Physician-Psychiatrist (1) ·Registered Nurse (1) .Veterinarian (1) .Board of County Commissioner Representative (1) As is the County’s usual practice, the vacancies available for appointment were advertised by posting a notice on the County’s website: <https://www.unioncountync.gov/government/boards-committees/boards-committees> At its August 10, 2026 meeting, the CHSB reviewed the application and voted unanimously to recommend that the Board of County Commissioners appoint the following person to the CHSB: ·Ms. Melissa Claflin is eligible for appointment to fill the “Registered Nurse” position. A copy of the recommended application is included for the BoCC’s review and consideration. FINANCIAL IMPACT: Up to $200 per year per member ($20 meeting x 10 meetings per year). Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™342 Revised 1/31/2022 Page 1 APPLICATION TO SERVE ON APPOINTED BOARDS COMMITTEES OR COMMISSIONS BOARD: Consolidated Human Services Board – Union County, NC NAME: Melissa Claflin ADDRESS: 8701 Man Of War Drive Waxhaw, NC 28173 TOWNSHIP: YEARS IN UNION COUNTY 6 TELEPHONE: (Home) 317.833.9619 (Office) (Fax) E-mail Address: melissaclaflin@gmail.com and melissa_claflin@uhc.com EDUCATION: List Schools, dates attended, Degrees obtained Please see CV for details. In Summary: MSN, RN, CCM Loyola University – Chicago 1993 - 1997 Western Governors University 2013 - 2014 The Commission (CCM – Board Certified Case Manager) 2011 – current OCCUPATION: Past 3 and current employers and positions held -See CV Please list civic and fraternal organizations in which you participate in Union County. None presently Please explain your interest in serving on the above named board: I am interested in serving on the County Consolidated Human Services Board to contribute both my healthcare and policy expertise and my commitment to community service and responsible stewardship of public resources. Throughout my career, I have worked at the intersection of clinical care, evidence‑based policy development, and regulatory oversight, which has given me a strong appreciation for how sound governance directly impacts service quality and community outcomes. I am particularly motivated by the opportunity to support programs that serve vulnerable populations by ensuring they are effective, compliant, fiscally responsible, and responsive to evolving community needs. Serving on the Board would allow me to apply my professional experience in healthcare operations and policy while giving back to the community through thoughtful oversight, collaborative decision‑making, and a focus on improving health and human services for county residents. Any other comments: Have you ever been convicted of a felony? No 343 Revised 1/31/2022 Page 2 Date: 11 April 2026 Signature: Melissa Claflin, MSN, RN, CCM Note: Inf ormation provided in this application is considered a matter of public record. It is, therefore, subject to disclosure and copying upon request pursuant to North Carolina's Public Records Law, N.C.G.S. §132-1, et seq. Return to: Lynn G. West, Clerk to the Board, 500 N. Main Street, Room 914, Monroe, NC 28112 or Fax to 704-282-0121 or e-mail to Lynn.West@unioncountync.gov. FOR OFFICE USE ONLY: Date Received: 344 MELISSA CLAFLIN Phone: (317) 833-9619 melissaclaflin@gmail.com 8701 Man Of War Drive Waxhaw, NC 2817 PROFESSIONAL SUMMARY Healthcare leader with an MSN in Leadership & Management and broad experience spanning direct patient care and health insurance operations. Proven success in leading end-to-end medical policy development and governance, ensuring alignment with evidence-based medicine, regulatory standards, and operational needs. Expert in coverage policy determination, utilization management, provider networks, and appeals processes. Adept at critically evaluating medical literature, clinical guidelines, and emerging technologies to produce clear, defensible, and compliant medical policies that promote high-quality and cost-effective care. Trusted collaborator across Medical, Legal, Regulatory, Quality, and Operations teams, with a re putation for clear communication, meticulous attention to detail, and data-driven decision-making that strengthens policy consistency, compliance, and organizational transparency. EDUCATION MSN Leadership & Management Western Governors University BSN Loyola University Chicago Niehoff School of Nursing HONORS AND AWARDS Service Hero Award Recipient UnitedHealthcare 2017 Sages of Clinical Services Nomination UnitedHealth Group 2017, 2022 Bravo Awards (40) UnitedHealth Group 2022 - present WORK EXPERIENCE Medical Management Consultant Medical Policy 9/2024 - present UnitedHealthcare Clinical Operations Management  Develop and implement medical policies for Commercial, Employer and Individual health plans  Maintain medical policies that reflect current evidence of effectiveness and patient safety, in compliance with regulatory requirements  Perform in-depth data analysis and clinical research to support medical policy development, utilizing Hayes, ECRI, InterQual, CMS, NICE, and other authoritative sources  Analyze financial and utilization data to evaluate the cost impact of medical policies and identify opportunities to improve value while supporting evidence‑based care  Collaborate with Senior Leadership, Legal, and Administrative staff to optimize downstream workflows  Stay updated on industry trends and best practices Clinical Program Consultant 4/2023 – 9/2024 Clinical Operations Management/UHC Clinical Services  Maintain 70 + Medical Policies for UnitedHealthcare West & Oxford Plans that enhance care quality, accessibility and efficiency  Meticulously analyze patient care processes by maintaining & implementing M edical Policies  Perform annual medical policy reviews and updates, ensuring accuracy, regulatory alignment and adherence to compliance deadlines  Promote superior standards of care by ensuring policy-driven delivery of medically appropriate and effective treatment  Extensive Data Analysis and Research utilizing sites such as Hayes, ECRI, InterQual, MedLinePlus, 345 ClinicalKey, Medscape, CMS and NICE  Manage Medical Technology Interpretation Service requests, ensuring accurate interpretation and completion within required compliance timeframes  Partner with Medical Directors and the Legal Department to support compliant, defensible medical policy development and interpretation  Deliver high‑priority special projects on behalf of the Director of Medical Policy Operati ons, supporting operational and strategic objectives  Resolve complex challenges by leveraging concise, influential communication with peers and organizational leadership  Produce monthly Excel-based tracking tools to support accurate and timely medical policy postings  Facilitate monthly UnitedHealthcare West Benefit Interpretation Committee and Medical Management Guideline Committee meetings, ensuring structured discussion and timely decision -making Senior Clinical Reviewer/Clinical Appeals Nurse 2016 – 4/2023 UnitedHealth Group / UHC West Employer & Individual – Commercial  Triage and review clinical appeals cases including pre service and claim cases within Regulatory timeframes  Performed CA DMHC 2nd Level Appeals  Working knowledge of State & Federal Mandates  Produce consistently high-quality, concise clinical reviews/documentation for all assigned cases within established compliance deadlines  Effectively and accurately research supporting case-related Reference documents  Effectively transcribe clinical research and references into meaningful and manageable written content related to each appeal  Demonstrates proficiency in use of medical necessity criteria sets, including internal health plan criteria, MCG Care Guidelines, InterQual and Hayes as evidenced by Quality Audits  Effectively communicate directly with Appellant, Providers, Physicians, Vendors and Participating Medical Groups  Serve as a resource for clinical & non-clinical appeals staff as needed  Observe professional ethics in maintaining confidential information /Maintains HIPPA and State regulations  Work in collaboration with a variety of internal departments including: Legal, Regulatory, Quality and Network Management  Experience in being flexible with changing workload that requires prioritization and planning to support immediate/urgent business needs  Expand skills and knowledge by cross-training to assist other Appeals Departments (Regulatory / Second Level Appeals) as needed to meet business requirements Senior Clinical Reviewer/Clinical Appeals Nurse 2012 – 2016 UnitedHealth Group / UHC Medicare and Retirement  Triage and Review of Expedited and Standard Provider Pre Services and Claims Appeals within compliance timeframes  Research issues to mitigate financial risk  Experienced in review of clinical and regulatory documents  Participate in template development for clinical submission documents to ensure regulatory and style requirements  Proven ability to work with less structured, more complex claims/clinical issues  Expand skills and knowledge by cross-training to assist other Appeals Departments (DSNP) as needed to meet business requirements RN Case Manager (CM) - NJ CM, ICCT Assessment & Triage Team 2009 - 2012 Team Lead for Assessment Team AmeriChoice/OptumHealth (UnitedHealthcare)  Established in proficient, precise assessment, planning, implementing, coordinating, monitoring, and evaluating members in Case Management, Pre-certification, Disease Management, Utilization Review, Inpatient, Outpatient, and Observation stays. Excellent Work Ethics. 346  Telephonically engaging members to coordinate services, community treatment needs to mitigate health risks  Serve as a peer trainer for new Medical Management staff, supporting proficiency in clinical systems, documentation practices, and utilization management processes. Agency RN 2008 - 2009 RN Specialties -Indiana University Medical Center GI/ERCP Endoscopy (Pre, Intra & Post-op, ERCP 1st Assist /Sedation RN) -UnitedHealth Group -AmeriChoice (Case Manager –Medicaid contracts) GI Endoscopy- Pre-Op, Intra-Op and Recovery Nurse 2007 - 2008 Menomonee Falls Ambulatory Surgery Center Nurse Complex Case Manager/ Onsite - Field ICM 2007 AmeriChoice (UnitedHealthcare)  Perform concurrent and new admission medical record reviews utilizing quality metrics and evidence‑based clinical decision support tools  Utilization Review, Quality and Compliance Monitoring  Coordinate patient discharge with physician, patient/family, outside agencies and make referrals for services as necessary Alliance Services, Inc. 2008 - 2009 RN- Sedation for GI and Interventional Radiology procedures RN- Ambulatory Surgery Center, RN- Aurora St. Luke’s Med. Center GI/Pulmonary Lab RN- Internal Med/Pediatric Clinic GI Lab and Primary Care Clinic 2003 - 2006 Columbia St. Mary’s Clinical Research Specialist NIH and Pharmaceutical Research 2002 - 2003 University of Wisconsin Madison- School of Medicine RN, GI Clinical Staff for multi-site GI practice and procedures 1999 - 2002 Midwest Digestive Disease Specialists PROFESSIONAL TRAINING The Commission for Case Manager Certification (CCM) 2011 – present  Certification Number: 00143477 MCG Care Guidelines Specialist – Utilization Management 2015 Trauma Nurse Core Curriculum (TNCC) 1997 R Adams Cowley Shock Trauma Center / University of Maryland Medical System LICENSURE  Registered Nurse #329510 North Carolina Board of Nursing Issued 1/04/2021 Exp. 10/31/2026 COMMUNITY SERVICE Prison Greyhounds – 501C3 Organization  Director – Meet & Greet Teams (30+ volunteers), Indianapolis, IN  Prison Team Volunteer, Indianapolis, IN Paws & Think, Inc. – 501C3 Organization 2016-2020  Pet Therapy Volunteer at Peyton Manning Children’s Hospital, Schools, Youth Detention Center 347 Started Certified Therapy Dog Program at a SNF - Carmel, IN. 2016-2020  500+ hours (volunteer) at Copper Trace (CarDon Facility) Assisted, Skilled & Memory Facility Carter Work Project - Habitat for Humanity – Charlotte, NC Oct. 2023  Medical Team Site Volunteer Blessing Cart - 501C3 Organization – Waxhaw, NC 2025-2026  Grant Writer & Donation Request Volunteer REFERENCE  Dr. Mark L. Hansen, DNP, RN, CMCN, Notary 348 349 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-505 Agenda Date:9/21/2026 TITLE:..title Approval of Requested Public Health Clinical Service Fees INFORMATION CONTACT: Traci Colley, Human Services Agency, Public Health Director, 704-296-4801 ACTION REQUESTED: Review and approve requested fees to be added to the Human Services Agency’s Department of Public Health Fee Schedule. PRIOR BOARD ACTIONS: None. BACKGROUND: In accordance with G.S. 130A-39(g), which allows local public health departments to implement fees for services rendered, Union County Public Health, with the approval of the Union County Consolidated Human Services Agency and Board of County Commissioners requests approval to adopt fees for the following Current Procedural Terminology (CPT) Codes. ·CPT Code, 69209 is the code for removal of impacted cerumen by irrigation/lavage. This fee is requested because irrigation/lavage is the most used method for removal of impacted cerumen and we are not currently charging for this procedure. ·CPT Code, 85613 is the code for diluted Russell viper venom time (dRvvt). This is a clot- based test used primarily to screen, detect, or confirm the presence of lupus. LabCorp has changed its available lupus tests and it includes this CPT code. ·CPT Code, 1111F is the code for hospital discharge medication records reconciliation with current medication list within 30 days of hospital discharge. This code is used for tracking purposes to report that the discharge medications were reconciled with an outpatient medical record. There is no fee associated with this CPT code. ·CPT Code, G0010 is the administration code of Hep B vaccine.This code covers the injection service and not the vaccine product. FINANCIAL IMPACT: The revenue generated by the requested fees will assist the Human Services Agency’s Public Health Department in covering associated clinical costs. There is no revenue associated with 1111F. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™350 Date CPT Code was Requested in LF CPT Code Program Description Fee Slide Y or N Recommended Fee By Department Medicaid (MCD) Reimbursement Commercial Reimbursement Request Explanation of the fee Reason for Adjustment Requested By Effective Date Financial Impact 6/11/2026 69209- Removal of impacted cerumen using irrigation or lavage CH Y $19.63 not found $15.10 Request for new fee Removal of impacted cerumen (earwax) using irrigation or lavage unilateral This procedure is preferred by providers over manual removal and better tolerated by pediatric patients. Elaine Holeman Upon Consolidated Human Service Board and BoCC Approval The addition of this fee will help increase Public Health revenue and offset the cost of providing associated clinical services. 5/27/2026 85613 - dRVVT (diluted Russell viper venom time) CH, MH Y $15.82 $12.17 $8.69 Request for new fee A clot-based blood test used primarily to screen, detect, or confirm the presence of lupus anticoagulants (LA). Labcorp's available lupus test includes CPT codes 85732 and 85613. To order lupus testing, this cpt code must me added. Ashley Burts, Nursing Director Upon Consolidated Human Service Board and BoCC Approval The addition of this fee will help increase Public Health revenue and offset the cost of providing associated clinical services. 5/14/2026 1111F - Hospital discharge medications were reconciled with the current medication list in an outpatient medical recordwithin 30 days of hospital discharge. CH N $0.00 $0.00 $0.00 New CPT Code- No new fee List reconciled medications in an outpatient medical record within 30 days of hospital discharge.(This fee is used for quality measurements and is not reimbursed by insurance plans.) Category II tracking code used to report that discharge medications were reconciled with the current medication list in outpatient medical record within 30 days of hospital discharge. Ashley Burts, Nursing Director Upon Consolidated Human Service Board and BoCC Approval The addition of this fee will help increase Public Health revenue and offset the cost of providing associated clinical services. 5/12/2026 G0010- HCPCS code used for the administration of the Hepatits B vaccine, only covers the injection service. IM Y 10.84 not found $8.34 Request for new fee This code covers the injection service, administration of the hepatitis B vaccine, billable to Medicare recipients.New fee request Ashley Burts, Nursing Director Upon Consolidated Human Service Board and BoCC Approval The addition of this fee will help increase Public Health revenue and offset the cost of providing associated clinical services. 351 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-517 Agenda Date:9/21/2026 TITLE:..title Grant Application - Transportation FY2028 5311 Administrative (Non-Urbanized Area Formula Program), FFY2026/FY2028 5307 Urban Area Formula Funding Grant, and Rural Operating Assistance Program (ROAP) FY2027 INFORMATION CONTACT: Theresa Torres, Human Services Agency Transportation Department 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, or delegate electronic execution of documents when use of the federal award management system is required, related to the award of the grants and budget funds as appropriate. PRIOR BOARD ACTIONS: September 21, 2026, Regular Meeting, Agenda Item #26- 516- Conducted Public Hearing- FY2028 5311 Administrative Transportation Grant Application and FFY2026 5307 Urbanized Area Formula Funding Grant Application BACKGROUND: The Human Services Agency Transportation Department seeks approval to submit applications for three grant programs to support the continued provision and planning of public transportation services for eligible residents, particularly seniors, individuals with disabilities, and residents in rural areas. The grants include: 5311 Administrative Grant (FY2028) The annual 5311 Administrative (Non-Urbanized Area Formula Program) is intended to provide financial assistance in support of public transportation services which are open to the general public on a regular and continuing basis, and to enable maximum feasible coordination with other rural transportation services. 5311 funds can be used for the costs of transit planning activities, transit operations, and the purchase of capital equipment or facilities to aid in the provision of transit services in rural and small urban areas, as well as provide funds for state-level administration activities. Union County Transportation's 5311 application is submitted only for administrative expenses and includes no operational components. After submission, our NCDOT Mobility Specialist will review the 5311 Administrative application and provide a recommendation to the NC Board of Transportation, which is responsible for determining the final award amounts. Union County, NC Printed on 9/8/2026Page 1 of 3 powered by Legistar™352 File #:26-517 Agenda Date:9/21/2026 The federal share for eligible 5311 administration costs may not exceed 80% of the net cost of the project. The State share is 5%, and the local share is 15% of eligible costs. However, State funding is subject to State appropriations and availability of funds. Historically, State funds have been made available, but starting in FY2021, NCDOT directed local governments to be prepared to cover the full 20% share, assuming State funds may not be available. Union County's FY2028 5311 Administrative funding level will be $284,825 (if approved as submitted), which is 80% Federal ($227,860), 5% State ($14,241), and 15% local ($42,724). This application for 5311 Administrative funds covers a one-year period of performance from July 1, 2027, to June 30, 2028. 5307 Urban Area Formula Funding Grant (FFY26) The 5307 Urbanized Area Formula Funding program makes federal resources available to urbanized areas for transit capital and operating assistance in urbanized areas and for transportation-related planning. Eligible 5307 activities include planning, engineering, design, and evaluation of transit projects and other technical transportation-related studies; capital investments in bus and bus-related activities such as replacement, overhaul, and rebuilding of buses, crime prevention and security equipment and construction of maintenance and passenger facilities; and capital investments in new and existing fixed guideway systems including rolling stock, overhaul and rebuilding of vehicles, track, signals, communications, and computer hardware and software. All preventive maintenance and some Americans with Disabilities Act complementary paratransit service costs are considered capital costs. Operating assistance is only an eligible expense for urbanized areas with populations less than 200,000. 5307 funds allocated to the Charlotte urbanized area are distributed using a formula that considers population, bus fleet, and transit service provided in its urbanized area outside of Charlotte, which includes the remainder of Mecklenburg County, Iredell County, York County, and Union County. Based on the current distribution formula created by the Charlotte Area Transit System (CATS)/Metropolitan Public Transportation Authority (MPTA) and approved by the Charlotte Regional Transit Planning Organization (CRTPO), Union County will receive up to $1,542,387 in Federal 5307 funds. This funding will be used for both operating expenses, which require a 50% local match, and capital expenses, which require a 20% local match. The Federal Fiscal Year FFY26 5307 Grant is initially awarded for a 1-year period of performance, but that may be extended if needed to enable it to be drawn down for a period of five years after the start of the award's federal fiscal year. Rural Operating Assistance Program (ROAP) FY2027 ROAP is a State-funded, formula-based program administered by the NC Department of Transportation - Integrated Mobility Division (NCDOT-IMD). Union County expects to receive $276,384 in FY27 ROAP funding to support operating costs only (no administrative or capital expenses) for eligible trips in the following categories: ·Elderly & Disabled Transportation Assistance Program (EDTAP) - $118,946 ·Employment Transportation Assistance Program (EMPL) - $53,260 ·Rural General Public (RGP) - $104,178 Union County, NC Printed on 9/8/2026Page 2 of 3 powered by Legistar™353 File #:26-517 Agenda Date:9/21/2026 FINANCIAL IMPACT: Section 5311 Administrative (Non-Urbanized Area Formula Program) - FY2028 ·Total Grant Request: $284,825 o Federal Share (80%): $227,860 o State Share (5%): $14,241 o Local Share (15%): $42,724 ·Projected revenue and local share expenditures will be included in the proposed FY 2028 budget Section 5307 Grant - FFY26_FY28 ·Operating Request: $1,562,476 o Federal Share (50%): $781,238 o Local Match (50%): $781,238 ·Capital Request: $951,437 o Federal Share (80%): $761,149 o Local Match (20%): $190,288 ·Total Local Match Required for 5307 Grant - $971,526 Rural Operating Assistance Program (ROAP) - FY2027 ·Total Funding: $276,384 o Local Match Required: None ·This funding is budgeted accordingly for FY2027 Union County, NC Printed on 9/8/2026Page 3 of 3 powered by Legistar™354 5311 CERTIFICATION FORM Last updated: 03/05/26 5311 CERTIFICATION FORM Resolution No. ______________ Resolution authorizing the filing of applications with the North Carolina Department of Transportation– Integrated Mobility Division for grant years FY2028 – FY2032, for federal transportation assistance authorized by 49 U.S.C. 5311, United States Code, other federal statutes administered by the Federal Transit Administration or state statutes administered by the State of North Carolina. WHEREAS, the North Carolina Department of Transportation has delegated authority to award federal financial assistance for transit projects as allocated throughout North Carolina by County; NOW, THEREFORE, BE IT RESOLVED BY Union County Board of County Commissioners 1. That the County Manager is authorized to execute and file an application for federal assistance on behalf of Union County with the State of North Carolina for federal assistance authorized by 49 U.S.C. Chapter 5311 United States Code, other federal statutes or state statutes authorizing a project administered by the Federal Transit Administration. 2. That the County Manager of Union County is authorized to execute and file with its applications the annual certifications and assurances and other documents the State of North Carolina requires before awarding a federal assistance grant or cooperative agreement. 3. That the County Manager of Union County is authorized to execute grant and cooperative agreements with the State of North Carolina on behalf of Union County. The undersigned duly qualified Clerk to the Union County Board of County Commissioners, acting on behalf of the Union County Board of County Commissioners, certifies that the foregoing is a true and correct copy of a resolution adopted at a legally convened meeting of the Union County Board of County Commissioners held on September 21, 2026 [If the Applicant has an official seal, impress here.] _________________________________ (Signature of Recording Officer) _________________________________ (Title of Recording Officer) ________________________________1 (Date) 355 PROGRAM RESOLUTION Page 1 of 2 Last Updated: 01/06/2026 PUBLIC TRANSPORTATION PROGRAM RESOLUTION FY28 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, 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 requirements related 356 PROGRAM RESOLUTION Page 2 of 2 Last Updated: 01/06/2026 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 County Manager of 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, Clerk of the Board of County 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 County Commissioners duly held on the 21st day of September, 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 357 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-518 Agenda Date:9/21/2026 TITLE:..title Placeholder - Transportation Title VI Program Plan INFORMATION CONTACT: Theresa Torres, Human Services Agency Transportation Division Director, 704-283-3598 ACTION REQUESTED: 1) Adopt the Union County Transportation Title VI Plan as presented and 2) authorize the County Manager to execute the Plan. PRIOR BOARD ACTIONS: None. BACKGROUND: Title VI is the federal law that protects individuals and groups from discrimination on the basis of race, color, and national origin in all programs, services, and activities of a Federal-aid recipient. The law specifically states: “No person in the United States shall, on the ground of race, color or national origin, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving federal financial assistance.” (Title VI, the statute, is codified at 42 U.S.C. 2000d) The intent of the Program is to remove barriers and conditions that prevent minority, low-income, LEP, and other disadvantaged persons from accessing, participating in, and benefiting from programs and activities of Federal-aid recipients. The Office of Civil Rights (OCR), External Civil Rights (ECR) is the focal point for the implementation of the Department’s Title VI Nondiscrimination Program. ECR is required to monitor and coordinate with business units to effectively implement Title VI requirements and is responsible for determining if the Department’s subrecipients are in compliance with Title VI. Subrecipients may include transit systems, metropolitan and rural planning organizations (MPOs and RPOs), local government agencies (LGAs), airport sponsors, universities, contractors, and other entities receiving funds through the North Carolina Department of Transportation (NCDOT) or the Federal Transit Administration (FTA). The Civil Rights Restoration Act of 1987 clarified the original intent of Title VI and restored the broad, institution-wide scope and coverage of the statute to include all programs and activities of an agency that receives Federal financial assistance, whether such programs and activities are federally funded or not. All of NCDOT, including any public transportation system that receives federal funds through NCDOT or directly from the FTA, must have a Title VI plan that addresses the requirements of FTA Circular 4702.1B and comply with Title VI regulations. Union County, NC Printed on 9/8/2026Page 1 of 2 powered by Legistar™358 File #:26-518 Agenda Date:9/21/2026 FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 2 of 2 powered by Legistar™359 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-545 Agenda Date:9/21/2026 TITLE:..title Purchase - Transportation Vehicles INFORMATION CONTACT: Theresa Torres, Transportation, Director, 704-283-3598 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: 1) September 2, 2025, Regular Meeting, Agenda Item # 25-556 - Conducted Public Hearing - FY2027 Combined Capital Transportation Grant Application. 2) September 15, 2025, Regular Meeting - Ratified submission of the FY27 Combined Capital Grant Application. BACKGROUND: The Human Services Agency Transportation Division seeks approval to purchase three (3) replacement vehicles. Transportation vehicles 2819, 3019, and 8219 (3) 20’ light transit vehicles w/wheelchair lift have met useful life and have been approved by IMD/NCDOT to be replaced. IMD/NCDOT, within this grant, has also approved (3) low-emission vehicle engines for replacement vehicles and (3) vehicle wraps. The FY27 Combined Capital Grant will fund the vehicle replacements, wraps, and propane conversion kits with 80% Federal ($342,160), 10%($42,770) State, and 10% ($42,771) Local match. • (3) 22’ light transit vehicles w/ wheelchair lift @ $130,000 ea. • (3) vehicle lettering and logos @ $3,816 ea. • (3) low-emission vehicle engines for replacement vehicles @ $8,751 ea. 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 vehicles will be made using North Carolina Statewide Term Contract 54-SG- 05062022. FINANCIAL IMPACT: The anticipated cost for the three vehicles is $390,000. Vehicle wraps for the vehicles will be $11,448. The propane conversion kits for all three vehicles are $26,253. The total cost is $427,701 each and is budgeted accordingly for FY2027. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™360 PALMETTO BUS SALES WEST COLUMBiA, SC 803-754-3827 PALMETTOBUSSALES.COM PrEPArEd FOr: UniOn COUnTy C/O ThErESA TOrrES MOnrOE, nC SEPTEMBEr, 2026 361 362 363 Re: NCDOT Agency Specific Contract 54-SG-05062022 N.C. Department of Transportation/Integrated Mobility Division P.O. No.: Project No. (Example 23-CT-00): 26-CT-089 Order Date: 6.20.25 (date order placed with vendor) From: Union County Contact : Theresa Torres (grant applicant/recipient) e-mail: theresa.torres@unioncountync.gov 704-283-3598 704-283-3551 (phone number) (FAX number) VEHICLE ORDER Base vehicle price: Quantity Diagram # Description Base Unit Cost Total Cost 0 A-1 NO LIFT - 13 Passenger Plan $ 104,799.12 $ - 3 B-2 Lift - 2 rear wc station-plan $ 112,374.12 $ 118063.12 Options-Itemized SUBTOTAL OF BASIC LTVs $ 118063.12 0 1 Lettering $ 975.00 $ - 0 2 Logo -labor only. $ 450.00 ea./logo $ - 3 3 Auxiliary Round Red Brake Lights $ 675.00 $ 675.00 3 4 Auxiliary Amber Strobe at Rear Door $ 650.00 $ 650.00 0 5 Anti Vandal Grab Handle Top Of Seat By Win- dows $ 130.00 ea. $ - 3 6 Plexiglass Privacy Panel Behind Driver $ 475.00 $ 475.00 3 7 Power Ventilated Roof hatch $ 450.00 $ 450.00 3 8 Twin Rear Windows - Each Side Of Rear Door $ 875.00 $ 875.00 6 9 Adjustable WC Shoulder Harness In Side Wall $ 450.00 ea. $ 900.00 3 10 Stainless Steel Wheel Inserts (set of 4) $ 975.00 $ 975.00 3 11 Exterior Power Door Switch W/Key $ 375.00 $ 375.00 6 12 Slide N' Click W/C Securement $ 585.00 ea. $ 1,170.00 0 13 Vinyl skirt around bottom of driver's seat base $ 225.00 $ - 3 14 Gray Padded Vinyl Interior Package $ 850.00 $ 850.00 3 15 A/C System 60K With Additonal A/C Compressor $ 1,575.00 $ 1,575.00 3 16 Upgrade to Ford E-350 158''Chassis $ 1,250.00 $ 5000 - 3 17 Flush Mounted Rear A/C $ 1,150.00 $ 1,150.00 0 18 Catalytic Converter Anti-Theft Device $ 1,250.00 $ - 0 19 Single Wheelchair Door in lieu of double WC doors $ 550.00 $ - 0 20 T-Latch for single wheelchair door $ 100.00 $ - 3 21 Battery disconnect switch mounted inside bus $ 475.00 $ 475.00 364 0 22 Donation Farebox, small aprox 8"x8"x8" $ 1,100.00 $ - 0 23 Transign destination sign - electronic roller $ 2,950.00 ea. $ - 0 24 Passenger pull cord stop request $ 1,400.00 $ - 0 25 Touch tape stop request for WC passenger $ 1,500.00 ea. $ - 26 Bright Yellow Powder Coated Stanchion or Grab Rail $ 375.00 ea. $ - 0 27 Moisture Barrier for Passenger Seat $ 75.00 ea. $ - 3 28 Fog Lights Mounted on Front Of Bus $ 650.00 $ 650.00 0 29 Jensen P.A. System w/ 2 speakers $ 400.00 $ - 0 30 Telma Brake Retarder $ 12,500.00 * $ - 0 31 Bike Rack (stainless steel) $ 4,700.00 ** $ - 0 32 Add'l Emergency Window Exits $ 250.00 ea. $ - Other Options (those over budget are at local cost only) SUBTOTAL w/ PARTICIPATING OPTIONS $ 130,000.00 1 33 $ - 0 34 $ - $ - 0 35 $ - $ - 0 36 $ - $ - 0 37 $ - $ - GRAND TOTAL $ 130,000.00 EXTERIOR COLOR: The basic body of the Starcraft Starlite is white. INTERIOR SEATING SELEC- TION: Gray CODE: *Seat coverings are listed after options on page 4 Lettering information: N/A (System Name & Phone No.) Color and Style of 6" lettering: N/A Striping/Tu-Tone information: Striping (1 code): Tu-Tone (2 codes): #1: #2: Vehicle to be titled to: Union County 610 Patton Ave Monroe, NC 28110 365 FINAL SELLING PRICE: $390,000.00 This 26 MY Ford E350 bus is quoted FOB NC 15% down payment is required to order. Includes credit for all incentives. Does not include tax or license fee. This Quote is good for (30) days and requires a 15% down payment to hold. *All chassis rebates and incentives have been factored in to the listed price and are collected by Palmetto Bus Sales. This requires a signed Purchase Or- der or Customer Cash Authorization Form from the buyer. *This price quote is contingent on chassis rebates and incentives which are subject to change by Ford or Chevrolet/GM at any time. This bus does not meet Federal School Bus Safety Standards. As a result, it is unlawful to operate this vehicle as a “School Bus”. Signature:_________________________________ Date:_____________________ 366 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-502 Agenda Date:9/21/2026 TITLE:..title Task Order - Security Cameras INFORMATION CONTACT: Jeff Morgan, Security Risk Management, Director, 704-292-2679 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Department of Security Risk Management Capital Improvement Program (CIP) includes an allocation for security enhancements of all Union County security cameras. The project is broken down into three phases. Phase one will be for the Genetec Directory, Government Center, Farmers Market, Historic Post Office, Public Schools Building, Human Services, and the Emergency Services Building. Phase two will include the Main Library, Southwest Regional Library, Marshville Library, Progress Building, and Patton Avenue Building. The third phase will include the Water Operations Center Campus, Norwood Water Intake, and the New Salem Water Treatment Plant. Total cost for the Project is $539,176.73. Convergint has been selected to provide goods for Task Order #1 - Security Cameras. Convergint was chosen from a list of vendors previously selected through Request for Proposals #2026-041 - Union County Physical Security Technology. FINANCIAL IMPACT: The total cost of the contract with Convergint is $539,176.73. Sufficient funds are available in Capital Account 40080192-5351. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™367 Prepared By: Kevin Helms Union County Government – Government Center Genetec Conversion - Video R1 Proposal - KH09971985P August 10, 2026 368 Place of Performance Contact Information Union County Government Name: Jeff Morgan Government Center Email: jeff.morgan@unioncountync.gov 400 N Main St Phone: 704-292-2679 Monroe North Carolina 28112 We are pleased to provide this proposal for your consideration. All pricing as well as terms and conditions of this proposal are in accordance with Sourcewell Contract #121024 For more information on our Sourcewell Contract as well as copies of all contract documentation (including but not limited to the original RFP, evaluation summary, acceptance and award), please visit: https://www.sourcewell-mn.gov/cooperative-purchasing/121024 This proposal was reviewed for compliance and pricing accuracy. Scope of Work Technical Scope of Work ExacqVision to Genetec Security Center Enterprise Video Management System Migration Project Overview Convergint will provide a complete migration of the existing ExacqVision Video Management System (VMS) to the Genetec Security Center Omnicast Enterprise platform as part of the Genetec Enterprise Takeover Program. Under this program, the Genetec Omnicast Enterprise software licensing and all (391) camera licenses are provided at no cost by Genetec. Eligibility for this program is contingent upon the purchase of the five (5) year Genetec Advantage (ADV) Support Plan, which is included within this proposal. The migration will modernize the County's enterprise video management platform while maintaining the existing camera infrastructure and introducing a fully redundant enterprise architecture designed for cybersecurity, scalability, and long-term support. ________________________________________ Scope of Work Project Management Convergint shall provide project management services throughout the duration of the project, including: • Project kickoff meeting • Coordination with County Information Technology personnel • Development of implementation schedule • Site coordination and communication • Progress reporting • Final system acceptance and closeout ________________________________________ 369 Genetec Security Center Enterprise Deployment Convergint shall furnish, install, configure, and commission a new Genetec Security Center Enterprise Video Management System consisting of: • (2) Genetec Security Center Directory Servers o (1) Primary Directory Server o (1) Secondary Directory Server configured for automatic directory failover and system redundancy • (10) Genetec Streamvault Video Archiver Servers with storage capacities sized for each facility • Genetec Security Center Omnicast Enterprise licensing • (391) Enterprise camera licenses (provided by Genetec) • Installation of up to (5) Genetec Security Center Client workstations on customer-designated computers ________________________________________ Server Installation Convergint shall install and configure all Streamvault Video Archiver Servers and Directory Servers. Installation includes: • Rack mounting within customer-provided rack space • Power-up and hardware verification • Network configuration • Security Center software installation • Operating System configuration • Cybersecurity hardening in accordance with Genetec Streamvault best practices • Security Center licensing • Directory integration • Archiver registration • System communication verification All network connectivity, IP addressing, VLAN configuration, firewall rule modifications, switch ports, UPS power, and rack space shall be provided by the County. ________________________________________ Cybersecurity Hardening Each Streamvault appliance and Directory Server shall be configured utilizing Genetec recommended cybersecurity practices including: • Operating System hardening • Windows security updates • User account security configuration • Service configuration • Firewall configuration • Secure communications between Security Center components • Security certificate configuration where applicable • Removal or disabling of unnecessary services ________________________________________ Video Storage Configuration Each Genetec Streamvault Video Archiver shall be configured to support approximately: • 30 Days of recorded video retention • Motion-based recording • Recording at 12 Frames Per Second (FPS) Storage sizing has been calculated based upon the existing camera counts and recording parameters. Actual retention periods may vary depending upon scene complexity, motion activity, codec utilization, bitrate 370 fluctuations, and future camera configuration changes. ________________________________________ Camera Migration Convergint shall migrate a total of 391 existing IP cameras from the existing ExacqVision Video Management System into Genetec Security Center. Migration services include: • Camera discovery • Camera communication verification • Credential configuration • Camera enrollment • Recording assignment • Camera naming verification • Camera organizational structure • Recording schedules • Motion recording configuration • Live video verification • Recorded video verification Existing camera field hardware will remain in service. ________________________________________ Pre-Migration Camera Verification Prior to migrating each facility, Convergint shall perform a comprehensive camera health assessment. This assessment includes: • Camera communication verification • Online/offline status review • Video quality verification • Identification of existing camera failures • Documentation of cameras experiencing communication or operational issues Any cameras identified as offline, defective, or otherwise non -functional prior to migration shall be documented and reported to the Owner. Correction of existing camera deficiencies is outside the scope of this project unless specifically identified elsewhere in this proposal. ________________________________________ Enterprise Implementation Plan The migration will be performed in a phased implementation to minimize system disruption. Phase 1 – Directory Installation Convergint shall install the Primary and Secondary Genetec Directory Servers at the Government Center in a location designated by the County. Activities include: • Hardware installation • Network configuration • Security Center installation • Enterprise Directory configuration • Failover configuration • Database configuration • Licensing activation • Enterprise communication verification ________________________________________ 371 Phase 2 – Archiver Deployment Following successful commissioning of the Directory Servers, each Streamvault Video Archiver shall be installed at its respective facility. Each server shall be: • Rack mounted • Connected to the customer network • Registered with the Enterprise Directory • Configured for recording services • Communication tested ________________________________________ Phase 3 – Existing Camera Verification Before migrating cameras at each location, Convergint shall verify the operational status of all existing cameras to establish a system baseline. ________________________________________ Phase 4 – Camera Conversion Following successful verification, cameras shall be migrated into the assigned Genetec Archiver. Programming includes: • Camera enrollment • Recording assignment • Motion recording configuration • Camera naming • Recording verification • Live viewing verification Each site shall be completed independently to minimize operational impact. ________________________________________ Video Server Locations The new Genetec Streamvault Video Archivers shall support the following County facilities: Location Camera Count DVR Intake (Norwood) 9 DVR Water Treatment Plant (New Salem) 8 Emergency Services Complex 22 Government Center / Farmers Market / Historic Post Office / UCPS 117 Health & Human Services Building 180 Main Library 20 Progress Building 10 Public Works 21 Southwest Regional Library 9 Patton Avenue Facility 9 Marshville Library 10 Total Cameras 391 ________________________________________ Genetec Security Center Client Installation Convergint shall install and configure up to five (5) Genetec Security Center Client applications on customer - provided workstations. Installation includes: • Client software installation 372 • Connection to Enterprise Directory • User login verification • Live video verification • Recorded video playback verification Workstation hardware shall be provided by the County. ________________________________________ System Testing and Commissioning Following completion of installation, Convergint shall perform system commissioning including: • Directory redundancy verification • Archiver communication verification • Camera connectivity testing • Live video verification • Recorded video verification • Recording retention confirmation • Failover verification • Client workstation testing ________________________________________ Owner Training Convergint shall provide operator training covering: • Security Center Client navigation • Live monitoring • Video playback • Video export • Camera search functions • Alarm acknowledgment (if applicable) • User interface overview • Basic administrative functions ________________________________________ Project Deliverables Upon project completion, Convergint shall provide: • Installed and commissioned Genetec Security Center Enterprise System • Configured Directory redundancy • Configured Streamvault Archivers • Camera migration documentation • Client workstation configuration • System acceptance testing documentation • Genetec licensing documentation ________________________________________ Exclusions Unless specifically identified elsewhere in this proposal, the following are excluded from this scope of work: • Repair or replacement of existing cameras found to be defective prior to migration • Network infrastructure upgrades • Switch replacements • Fiber or copper cabling 373 • UPS systems • Rack installation or modifications beyond mounting provided equipment • Electrical work • Firewall configuration by County IT • Active Directory modifications • Camera relocation • New camera installations • Third-party software integrations not specifically identified in this proposal ________________________________________ Summary Upon completion of this project, the County will have a fully operational Genetec Security Center Omnicast Enterprise Video Management System supporting 391 existing IP cameras across multiple County facilities. The solution will include redundant enterprise directory services, cyber-hardened Genetec Streamvault Video Archivers, 30-day video retention at 12 FPS with motion recording, and centralized management through the Genetec Security Center platform. The migration approach minimizes operational disruption through a phased deployment process while leveraging the Genetec Enterprise Takeover Program to provide enterprise software and camera licensing at no additional cost, contingent upon the included five -year Genetec Advantage Support Plan. Exclusions: • 120VAC • Workstations for Genetec Client Installation • Network and Network Infrastructure • Racks for server installation • Door Hardware Device Hardening (reduce cyber risk) Convergint may provide Device Hardening services for certain qualifying and scoped equipment. Services may include disabling unused & non-essential device features, disabling unused network comms (e.g., services, ports), changing default passwords, and updating firmware. The hardening services provided will depend on the equipment being installed, equipment capabilities, and manufacturer -provided permissions and recommendations. Not all equipment may receive hardening. Ask your Convergint contact for detai ls on qualifying equipment and the hardening services being provided. These are one-time services — ask your Convergint contact for information on how Convergint can provide ongoing support. Convergint cannot guarantee the security of the devices it installs or of Customer’s IT environment, no networked system is completely secure, and Customer remains ultimately responsible for its IT environment. 374 BILL OF MATERIALS • INCLUDED EQUIPMENT LINE QTY PART NUMBER DESCRIPTION UNIT PRICE EXTENDED PRICE 1 Material IAW Sourcewell 121024 2 Genetec Software 3 1.00 GSC-5.14 Security Center Version 5.14. $ 0.00 $ 0.00 4 1.00 GSC-BASE-E Genetec Security Center (GSC) Base Enterprise Package. Includes Synergis Enterprise Package with Access Manage support, Remote Security Desk, Badge Designer. Includes Omnicast Enterprise package with Archiving and Auxiliary Archiving support, Media Router, Audio, Remote Security Desk, Camera Sequences, Camera Blocking, Camera Dewarping, Failover Cameras, Hardware Matrix Support, Time Zone, Edge recording, trickling and archive transfer, Keyboard and Joystick Support. Includes AutoVu Standard Package. Other features included: Threat Level module, Plan Manager Advanced for GIS Map servers with unlimited entities, Active Directory Integration, unlimited authentication roles, unlimited Active Directory Federation services connections, Site Login License, and Failover Directory Role. Genetec™ Advantage required with system purchase. $ 0.00 $ 0.00 5 391.00 GSC-OM-E-1C 1 Enterprise camera connection, mandatory Genetec™ Advantage $ 0.00 $ 0.00 6 391.00 ADV-CAM-E-5Y Genetec™ Advantage for 1 Omnicast™ Enterprise Camera up to 5 years $ 180.50 $ 70,575.50 7 12.00 SV-CFG-GSC-5.14 Streamvault™ Configure with Security Center 5.14.x (latest minor). Applies to all Streamvault™appliances. $ 0.00 $ 0.00 8 Genetec Directory Server 9 2.00 SV-2041E-R6S-D480 Streamvault™ 2041E Series - 1U 6-Bay Multi-Purpose Appliance 1x Xeon CPU 32GB RAM 2x 480GB SSD 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre- installed. License sold separately. $ 22,000.00 $ 44,000.00 10 Norwood Intake 11 1.00 SV-2041E-R4-36T-12 Streamvault™ 2041E Series - 1U 4-Bay Appliance 36TB Raw RAID 5 1x Xeon CPU $ 28,260.00 $ 28,260.00 375 32GB RAM 2x 480GB M.2 SSD 3x 12TB NLSAS 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. 12 WTP New Salem 13 1.00 SV-2041E-R4-36T-12 Streamvault™ 2041E Series - 1U 4-Bay Appliance 36TB Raw RAID 5 1x Xeon CPU 32GB RAM 2x 480GB M.2 SSD 3x 12TB NLSAS 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. $ 28,260.00 $ 28,260.00 14 HHS Building and Emeg Services 15 1.00 SV-2041E-R15-160T- 16 Streamvault™ 2041E Series - 2U 15-Bay Appliance 160TB Raw RAID 6 1x Xeon Scalable CPU 32GB RAM 2x 480GB M.2 SSD 10x 16TB 3.5 Enterprise HDDs 2x 1GbE RJ45 2x 10/25GbE SFP28 2x 1100W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. $ 51,000.00 $ 51,000.00 16 UCGC - Farmer Market - PO - UCPS 17 1.00 SV-2041E-R15-160T- 16 Streamvault™ 2041E Series - 2U 15-Bay Appliance 160TB Raw RAID 6 1x Xeon Scalable CPU 32GB RAM 2x 480GB M.2 SSD 10x 16TB 3.5 Enterprise HDDs 2x 1GbE RJ45 2x 10/25GbE SFP28 2x 1100W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. $ 51,000.00 $ 51,000.00 18 Main Library 19 1.00 SV-2041E-R4-64T-16 Streamvault™ 2041E Series - 1U 4-Bay Appliance 64TB Raw RAID 5 1x Xeon CPU 32GB RAM 2x 480GB M.2 SSD 4x 16TB NLSAS 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. $ 33,750.00 $ 33,750.00 20 Progress Building 21 1.00 SV-2041E-R4-64T-16 Streamvault™ 2041E Series - 1U 4-Bay Appliance 64TB Raw RAID 5 1x Xeon CPU 32GB RAM 2x 480GB M.2 SSD 4x 16TB NLSAS 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty $ 33,750.00 $ 33,750.00 376 - Genetec™ Security Center pre-installed. License sold separately. 22 Public Works 23 1.00 SV-2041E-R4-64T-16 Streamvault™ 2041E Series - 1U 4-Bay Appliance 64TB Raw RAID 5 1x Xeon CPU 32GB RAM 2x 480GB M.2 SSD 4x 16TB NLSAS 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. $ 33,750.00 $ 33,750.00 24 SW Regional Library 25 1.00 SV-2041E-R4-64T-16 Streamvault™ 2041E Series - 1U 4-Bay Appliance 64TB Raw RAID 5 1x Xeon CPU 32GB RAM 2x 480GB M.2 SSD 4x 16TB NLSAS 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. $ 33,750.00 $ 33,750.00 26 Patton Ave 27 1.00 SV-2041E-R4-36T-12 Streamvault™ 2041E Series - 1U 4-Bay Appliance 36TB Raw RAID 5 1x Xeon CPU 32GB RAM 2x 480GB M.2 SSD 3x 12TB NLSAS 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. $ 28,260.00 $ 28,260.00 28 Marshville Library 29 1.00 SV-2041E-R4-36T-12 Streamvault™ 2041E Series - 1U 4-Bay Appliance 36TB Raw RAID 5 1x Xeon CPU 32GB RAM 2x 480GB M.2 SSD 3x 12TB NLSAS 2x 1GbE RJ45 2x 600W PSU Windows Server 2025 Standard 5 year next business day keep your hard drive warranty - Genetec™ Security Center pre-installed. License sold separately. $ 28,260.00 $ 28,260.00 30 Labor IAW Sourcewell 121024 377 MATERIAL $ 464,615.50 LABOR + OTHER COSTS (If applicable - consumables, permits, etc.) $ 40,815.23 FREIGHT $ 0.00 TAXES IF APPLICABLE $ 34,116.57 TOTAL PROJECT PRICE $ 539,547.30 378 EXCEPTIONS AND CLARIFICATIONS • All work proposed herein, shall be performed during normal business hours Monday through Friday 8:00 am - 5:00 pm. • Low voltage wiring shall be installed via open air code approved methods. • Provision or installation of conduit, wire, boxes, fittings or other electrical installation materials unless specifically listed under Inclusions or Bill of Materials. • Customer to provide static IP addresses and network connections at panel locations. • Customers provide a secure staging & storage area for project-related materials. • Pricing assumes that electronic Auto CAD files are available from customers for our use in creating submittal drawings. • Upon receipt of a purchase order or signed proposal, Convergint will submit a mobilization invoice in the amount equal to 100% of the proposed equipment and freight prices, and a small percentage of labor for planning and equipment ordering purposes. Progress invoices will be submitted monthly thereafter. A final invoice will be submitted upon project completion and customer’s acceptance of the work. • Anything in the Contract Documents notwithstanding, in no event shall either Contractor or Subcontractor be liable for special, indirect, incidental, or consequential damages, including commercial loss, loss of use, or lost profits, even if either party has been advised of the possibility of such damage. • Convergint reserves the right to negotiate mutually acceptable contract terms and conditions with customers by making mutually agreeable changes to the formal contract included in the Bid Documents. • Pricing is based on current market conditions and does not include any potential tariffs, duties, or manufacturer-imposed surcharges that may arise during the project. If such costs are incurred due to changes in trade policies, supply chain disruptions, or other external factors beyond Convergint’s control, Convergint will assess their impact and submit a formal change order for review. These costs will be communicated transparently, and project continuation may require an adjustment to the budget accordingly • This Proposal is subject to Sourcewell Master Agreement dated “date” between Sourcewell and Convergint Technologies LLC for [____INSERT NAME OF PROJECT OR LOCATION ”__], Contract #121024 for the category of Facility Security Systems, Equipment, and Software with related Services. All of the terms and conditions of the Sourcewell Master Agreement, to the extent not expressly supplement herein, are hereby incorporated into the terms and conditions of this Proposal as set out in full herein. 379 PROJECT FINANCIAL SUMMARY MATERIAL $ 464,615.50 LABOR + OTHER COSTS (If applicable - consumables, permits, etc.) $ 40,815.23 FREIGHT $ 0.00 TAXES IF APPLICABLE $ 34,116.57 TOTAL PROJECT PRICE $ 539,547.30 For more information on our Sourcewell Contract as well as copies of all contract documentation (including but not limited to the original RFP, evaluation summary, acceptance and award), please visit: https://www.sourcewell-mn.gov/cooperative-purchasing/121024 This proposal was reviewed for compliance and pricing accuracy. Thank you for considering Convergint Technologies for your security needs. If you have any questions or would like additional information, please do not hesitate to contact me immediately. If you would like to proceed with the scope of work as outlined in this proposal, please sign below, and return to my attention. Quotes are valid for 30 days unless otherwise noted. Sincerely, Kevin Helms Convergint By signing below, I accept this proposal and agree to the Terms and Conditions contained herein. Jeff Morgan Customer Name (Printed) Date Authorized Signature Title 380 381 382 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-520 Agenda Date:9/21/2026 TITLE:..title July 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 July 2026 NCVTS Motor Vehicle Tax Refund Report PRIOR BOARD ACTIONS: None BACKGROUND: The refunds included in this report represent adjustments made to tax bills that resulted in refunds of motor vehicle taxes paid under the Tax and Tag Together program operated jointly between the counties and the state. FINANCIAL IMPACT: 921.00 Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™383 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 ($56.49)($58.75) 990 TAX ($4.61)($4.79) 015 TAX ($8.91)($9.27) 999 TAX ($83.89)($87.25) Refund 001 TAX ($28.37)$0.00 200 TAX ($111.06)$0.00 200 VEHICLE FEE ($30.00)$0.00 003 TAX ($2.68)$0.00 005 TAX ($1.14)$0.00 004 TAX ($9.82)$0.00 002 TAX ($67.60)$0.00 Refund 001 TAX ($32.09)$0.00 600 TAX ($36.37)$0.00 020 TAX ($10.52)$0.00 003 TAX ($3.44)$0.00 005 TAX ($0.77)$0.00 004 TAX ($5.74)$0.00 002 TAX ($73.57)$0.00 Refund 001 TAX ($38.28)$0.00 600 TAX ($43.39)$0.00 020 TAX ($12.55)$0.00 003 TAX ($4.11)$0.00 005 TAX ($0.92)$0.00 004 TAX ($6.85)$0.00 002 TAX ($87.77)$0.00 Refund Refund Total HAYNES, ROBERT ANDREW HAYNES, ROBERT ANDREW 1416 HUNTCLIFF DR North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 1815 LAKEVIEW DR ($115.24) ($9.40) ($18.18) ($171.14) $313.96 503767304 Refund Generated due to adjustment on Bill #0024340562- 2014-2014-0000-00 Assessed In Err 7/27/2026WAXHAW, NC 28173 Adjustment >= $100 0024340562 DCC6262 PENDING ($28.37) ($111.06) ($30.00) ($2.68) ($1.14)880775077 Refund Generated due to adjustment on Bill #0092278070- 2026-2026-0000-00 Assessed In Err 7/23/2026 ($9.82) ($67.60) $250.67 TYSDAL, PAUL MICHAEL TYSDAL, PAUL MICHAEL 2011 LINSTEAD DR INDIAN TRAIL, NC 28079 Adjustment >= $100 0083457955 RJF3356 PENDING 878883901 Refund Generated due to adjustment on Bill #0083457955- 2024-2024-0000-00 MONROE, NC 28112 Adjustment >= $100 0092278070 RLT5526 PENDINGHOUCHINS, PETER HOUCHINS, PETER HOUCHINS, SUSAN LYNN WRIGHT, VICTORIA MORGAN WRIGHT, VICTORIA MORGAN TYSDAL, PAUL MICHAEL 2011 LINSTEAD DR Military 7/13/2026 ($32.09) ($36.37) ($10.52) ($3.44) ($0.77) ($5.74) ($73.57) $162.50 ($38.28) ($43.39) ($12.55) ($4.11) ($0.92)878883866 Refund Generated due to adjustment on Bill #0084280860- 2024-2024-0000-00 Military 7/13/2026 ($6.85) ($87.77) $193.87 $921.00 INDIAN TRAIL, NC 28079 Adjustment >= $100 0084280860 RHH8162 PENDING Page 1 of 1 384 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-531 Agenda Date:9/21/2026 TITLE:..title Tax Bill Correction Report for August 2026 INFORMATION CONTACT: Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591 ACTION REQUESTED: Approve the Tax Bill Correction Reports for August 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: $ 42,353.16 Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™385 Union CountyCorrection Listing ReportPage 1 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal263.28688.36425.0808138009 RE 2025 8/5/2026 87,071 141,000 53,9290.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL425.08 688.36 263.282026000129BRASWELL JAMES REECEPublic Notes:163.93397.35233.4208138009 RE 2024 8/5/2026 35,600 60,600 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL233.42 397.35 163.932026000129BRASWELL JAMES REECEPublic Notes:162.35393.54231.1908138009 RE 2023 8/5/2026 35,600 60,600 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL231.19 393.54 162.352026000129BRASWELL JAMES REECEPublic Notes:162.35393.54231.1908138009 RE 2022 8/5/2026 35,600 60,600 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL231.19 393.54 162.352026000129BRASWELL JAMES REECEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated386 Union CountyCorrection Listing ReportPage 2 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal162.40393.66231.2608138009 RE 2021 8/5/2026 35,600 60,600 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL231.26 393.66 162.402026000129BRASWELL JAMES REECEPublic Notes:Tax 1,352.14 2,266.45 914.31Totals for Type Exclusion Change - Discovery : ValueLL 0.00 0.00 0.00229,471 383,400 153,929Tax TTL 1,352.14 2,266.45 914.31 0.00INT 0.00 0.00 0.00Correction Type : Exclusion Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(462.99)552.471,015.4604123020 RE 2026 8/24/2026 208,900 113,654 (95,246)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,015.46 552.47 (462.99)2026000203STEEDLY, BRENDA WADLEIGHPublic Notes:(1,372.27)1,372.282,744.5507129661 RE 2026 8/24/2026 397,300 198,650 (198,650)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,744.55 1,372.28 (1,372.27)2026000204WILLIAM, DEBORAH RPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated387 Union CountyCorrection Listing ReportPage 3 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Exclusion Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(208.58)1,690.841,899.4209330001H RE 2026 8/21/2026 409,800 364,800 (45,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,899.42 1,690.84 (208.58)2026000201NIXON, SIDNEY ERIC& NIXON, TRACY WILSONPublic Notes:Tax 5,659.43 3,615.59 (2,043.84)Totals for Type Exclusion Change - Release : ValueLL 0.00 0.00 0.001,016,000 677,104 (338,896)Tax TTL 5,659.43 3,615.59 (2,043.84) 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated388 Union CountyCorrection Listing ReportPage 4 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Flat Fee Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.0007126045 RE 2026 8/24/2026 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00STORMWATER FEECHANGETax TTL0.00 0.00 0.002026000206STALLINGS CHURCH INCPublic Notes:Tax 0.00 0.00 0.00Totals for Type Flat Fee Change - Release : ValueLL 0.00 0.00 0.0000 0Tax TTL 0.00 0.00 0.00 0.00INT 0.00 0.00 0.00Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal453.733,441.112,987.3801117005 RE 2026 8/10/2026 579,400 667,400 88,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL2,987.38 3,441.11 453.732026000145BERARDELLI, SUSAN M& BERARDELLI, MARK RPublic Notes:767.852,949.592,181.7401117005 RE 2025 8/10/2026 431,600 583,500 151,9000.000.00 0.00ValueLLTaxINT55.670.00 55.670.00PUV ROLLBACKTax TTL2,181.74 3,005.26 823.522026000145BERARDELLI, SUSAN M& BERARDELLI, MARK RPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated389 Union CountyCorrection Listing ReportPage 5 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal445.002,454.612,009.6101117005 RE 2024 8/10/2026 310,700 379,500 68,8000.000.00 0.00ValueLLTaxINT72.310.00 72.310.00PUV ROLLBACKTax TTL2,009.61 2,526.92 517.312026000145BERARDELLI, SUSAN M& BERARDELLI, MARK RPublic Notes:430.962,377.191,946.2301117005 RE 2023 8/10/2026 310,700 379,500 68,8000.000.00 0.00ValueLLTaxINT108.820.00 108.820.00PUV ROLLBACKTax TTL1,946.23 2,486.01 539.782026000145BERARDELLI, SUSAN M& BERARDELLI, MARK RPublic Notes:896.111,105.96209.8501117005C RE 2026 8/10/2026 40,700 214,500 173,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL209.85 1,105.96 896.112026000146BERARDELLI, MARK R& BERARDELLI, SUSAN MPublic Notes:448.38566.16117.7801117005C RE 2025 8/10/2026 23,300 112,000 88,7000.000.00 0.00ValueLLTaxINT32.510.00 32.510.00PUV ROLLBACKTax TTL117.78 598.67 480.892026000146BERARDELLI, MARK R& BERARDELLI, SUSAN MPublic Notes:169.46173.994.5301117005C RE 2024 8/10/2026 700 26,900 26,2000.000.00 0.00ValueLLTaxINT27.540.00 27.540.00PUV ROLLBACKTax TTL4.53 201.53 197.002026000146BERARDELLI, MARK R& BERARDELLI, SUSAN MPublic Notes:164.12168.504.3801117005C RE 2023 8/10/2026 700 26,900 26,2000.000.00 0.00ValueLLTaxINT41.440.00 41.440.00PUV ROLLBACKTax TTL4.38 209.94 205.562026000146BERARDELLI, MARK R& BERARDELLI, SUSAN MPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated390 Union CountyCorrection Listing ReportPage 6 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal365.51528.44162.9301141008 RE 2026 8/17/2026 31,600 102,490 70,8900.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL162.93 528.44 365.512026000172SMITH, CRAIG WILLIAM CHARL& PINES CRAIG AND MELINDAPublic Notes:358.35518.08159.7301141008 RE 2025 8/17/2026 31,600 102,490 70,8900.000.00 0.00ValueLLTaxINT25.980.00 25.980.00PUV ROLLBACKTax TTL159.73 544.06 384.332026000172SMITH, CRAIG WILLIAM CHARL& PINES CRAIG AND MELINDAPublic Notes:218.81397.98179.1701141008 RE 2024 8/17/2026 27,700 61,530 33,8300.000.00 0.00ValueLLTaxINT35.560.00 35.560.00PUV ROLLBACKTax TTL179.17 433.54 254.372026000172SMITH, CRAIG WILLIAM CHARL& PINES CRAIG AND MELINDAPublic Notes:211.91385.42173.5101141008 RE 2023 8/17/2026 27,700 61,530 33,8300.000.00 0.00ValueLLTaxINT53.510.00 53.510.00PUV ROLLBACKTax TTL173.51 438.93 265.422026000172SMITH, CRAIG WILLIAM CHARL& PINES CRAIG AND MELINDAPublic Notes:688.33720.8132.4801171012C RE 2026 8/25/2026 6,300 139,800 133,5000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL32.48 720.81 688.332026000210TARLTON, TONY PHILLIPPublic Notes:674.84706.6931.8501171012C RE 2025 8/25/2026 6,300 139,800 133,5000.000.00 0.00ValueLLTaxINT48.930.00 48.930.00PUV ROLLBACKTax TTL31.85 755.62 723.772026000210TARLTON, TONY PHILLIPPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated391 Union CountyCorrection Listing ReportPage 7 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal357.68395.8438.1601171012C RE 2024 8/25/2026 5,900 61,200 55,3000.000.00 0.00ValueLLTaxINT58.120.00 58.120.00PUV ROLLBACKTax TTL38.16 453.96 415.802026000210TARLTON, TONY PHILLIPPublic Notes:346.40383.3636.9601171012C RE 2023 8/25/2026 5,900 61,200 55,3000.000.00 0.00ValueLLTaxINT87.470.00 87.470.00PUV ROLLBACKTax TTL36.96 470.83 433.872026000210TARLTON, TONY PHILLIPPublic Notes:835.27848.6813.4101171012D RE 2026 8/25/2026 2,600 164,600 162,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL13.41 848.68 835.272026000211TARLTON, TONY PHILLIPPublic Notes:818.91832.0513.1401171012D RE 2025 8/25/2026 2,600 164,600 162,0000.000.00 0.00ValueLLTaxINT59.370.00 59.370.00PUV ROLLBACKTax TTL13.14 891.42 878.282026000211TARLTON, TONY PHILLIPPublic Notes:446.29463.1116.8201171012D RE 2024 8/25/2026 2,600 71,600 69,0000.000.00 0.00ValueLLTaxINT72.530.00 72.530.00PUV ROLLBACKTax TTL16.82 535.64 518.822026000211TARLTON, TONY PHILLIPPublic Notes:432.22448.5016.2801171012D RE 2023 8/25/2026 2,600 71,600 69,0000.000.00 0.00ValueLLTaxINT109.130.00 109.130.00PUV ROLLBACKTax TTL16.28 557.63 541.352026000211TARLTON, TONY PHILLIPPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated392 Union CountyCorrection Listing ReportPage 8 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal571.28578.507.2201171012E RE 2026 8/25/2026 1,400 112,200 110,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL7.22 578.50 571.282026000212TARLTON, TONY PHILLIPPublic Notes:560.09567.177.0801171012E RE 2025 8/25/2026 1,400 112,200 110,8000.000.00 0.00ValueLLTaxINT40.600.00 40.600.00PUV ROLLBACKTax TTL7.08 607.77 600.692026000212TARLTON, TONY PHILLIPPublic Notes:254.84263.899.0501171012E RE 2024 8/25/2026 1,400 40,800 39,4000.000.00 0.00ValueLLTaxINT41.410.00 41.410.00PUV ROLLBACKTax TTL9.05 305.30 296.252026000212TARLTON, TONY PHILLIPPublic Notes:246.80255.578.7701171012E RE 2023 8/25/2026 1,400 40,800 39,4000.000.00 0.00ValueLLTaxINT62.320.00 62.320.00PUV ROLLBACKTax TTL8.77 317.89 309.122026000212TARLTON, TONY PHILLIPPublic Notes:1,083.281,107.5124.2301171012F RE 2026 8/25/2026 4,700 214,800 210,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL24.23 1,107.51 1,083.282026000213TARLTON, TONY PHILLIPPublic Notes:1,062.061,085.8123.7501171012F RE 2025 8/25/2026 4,700 214,800 210,1000.000.00 0.00ValueLLTaxINT77.000.00 77.000.00PUV ROLLBACKTax TTL23.75 1,162.81 1,139.062026000213TARLTON, TONY PHILLIPPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated393 Union CountyCorrection Listing ReportPage 9 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal583.41613.8130.4001171012F RE 2024 8/25/2026 4,700 94,900 90,2000.000.00 0.00ValueLLTaxINT94.810.00 94.810.00PUV ROLLBACKTax TTL30.40 708.62 678.222026000213TARLTON, TONY PHILLIPPublic Notes:565.01594.4529.4401171012F RE 2023 8/25/2026 4,700 94,900 90,2000.000.00 0.00ValueLLTaxINT142.660.00 142.660.00PUV ROLLBACKTax TTL29.44 737.11 707.672026000213TARLTON, TONY PHILLIPPublic Notes:40.845,260.265,219.4201207005A RE 2026 8/11/2026 1,012,300 1,020,220 7,9200.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL5,219.42 5,260.26 40.842026000150TATER HILL FARMS LLCPublic Notes:29.275,378.475,349.2001207005A RE 2025 8/11/2026 1,058,200 1,063,990 5,7900.000.00 0.00ValueLLTaxINT2.130.00 2.130.00PUV ROLLBACKTax TTL5,349.20 5,380.60 31.402026000153TATER HILL FARMS LLCPublic Notes:39.585,349.205,309.6201207005A RE 2025 8/11/2026 1,050,370 1,058,200 7,8300.000.00 0.00ValueLLTaxINT2.870.00 2.870.00PUV ROLLBACKTax TTL5,309.62 5,352.07 42.452026000150TATER HILL FARMS LLCPublic Notes:30.854,964.194,933.3401207005A RE 2024 8/11/2026 762,730 767,500 4,7700.000.00 0.00ValueLLTaxINT5.020.00 5.020.00PUV ROLLBACKTax TTL4,933.34 4,969.21 35.872026000150TATER HILL FARMS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated394 Union CountyCorrection Listing ReportPage 10 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal22.834,987.024,964.1901207005A RE 2024 8/11/2026 767,500 771,030 3,5300.000.00 0.00ValueLLTaxINT3.710.00 3.710.00PUV ROLLBACKTax TTL4,964.19 4,990.73 26.542026000153TATER HILL FARMS LLCPublic Notes:29.884,807.634,777.7501207005A RE 2023 8/11/2026 762,730 767,500 4,7700.000.00 0.00ValueLLTaxINT7.550.00 7.550.00PUV ROLLBACKTax TTL4,777.75 4,815.18 37.432026000150TATER HILL FARMS LLCPublic Notes:22.114,829.744,807.6301207005A RE 2023 8/11/2026 767,500 771,030 3,5300.000.00 0.00ValueLLTaxINT5.580.00 5.580.00PUV ROLLBACKTax TTL4,807.63 4,835.32 27.692026000153TATER HILL FARMS LLCPublic Notes:30.012,470.342,440.3301207005D RE 2026 8/11/2026 473,300 479,120 5,8200.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL2,440.33 2,470.34 30.012026000151TATER HILL FARMS LLCPublic Notes:910.7012,125.1911,214.4902040008A RE 2026 8/20/2026 2,192,900 2,370,980 178,0800.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL11,214.49 12,125.19 910.702026000193TRAN, VINH TU& VU, THUY TRANHPublic Notes:892.5411,883.3510,990.8102040008A RE 2025 8/20/2026 2,192,900 2,370,980 178,0800.000.00 0.00ValueLLTaxINT64.710.00 64.710.00PUV ROLLBACKTax TTL10,990.81 11,948.06 957.252026000193TRAN, VINH TU& VU, THUY TRANHPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated395 Union CountyCorrection Listing ReportPage 11 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal455.1810,820.4710,365.2902040008A RE 2024 8/20/2026 1,566,700 1,635,500 68,8000.000.00 0.00ValueLLTaxINT73.960.00 73.960.00PUV ROLLBACKTax TTL10,365.29 10,894.43 529.142026000193TRAN, VINH TU& VU, THUY TRANHPublic Notes:450.7110,714.1610,263.4502040008A RE 2023 8/20/2026 1,566,700 1,635,500 68,8000.000.00 0.00ValueLLTaxINT113.800.00 113.800.00PUV ROLLBACKTax TTL10,263.45 10,827.96 564.512026000193TRAN, VINH TU& VU, THUY TRANHPublic Notes:288.472,223.341,934.8702173001B RE 2026 8/17/2026 362,200 416,200 54,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,934.87 2,223.34 288.472026000173GRIFFIN, DONALD WAYNE& GRIFFIN, SUSAN WPublic Notes:273.292,106.391,833.1002173001B RE 2025 8/17/2026 362,200 416,200 54,0000.000.00 0.00ValueLLTaxINT19.820.00 19.820.00PUV ROLLBACKTax TTL1,833.10 2,126.21 293.112026000173GRIFFIN, DONALD WAYNE& GRIFFIN, SUSAN WPublic Notes:151.812,094.181,942.3702173001B RE 2024 8/17/2026 288,400 310,940 22,5400.000.00 0.00ValueLLTaxINT24.670.00 24.670.00PUV ROLLBACKTax TTL1,942.37 2,118.85 176.482026000173GRIFFIN, DONALD WAYNE& GRIFFIN, SUSAN WPublic Notes:147.642,006.531,858.8902173001B RE 2023 8/17/2026 283,800 306,340 22,5400.000.00 0.00ValueLLTaxINT37.280.00 37.280.00PUV ROLLBACKTax TTL1,858.89 2,043.81 184.922026000173GRIFFIN, DONALD WAYNE& GRIFFIN, SUSAN WPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated396 Union CountyCorrection Listing ReportPage 12 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal304.02607.38303.3603108017 RE 2024 8/5/2026 46,400 92,900 46,5000.000.00 0.00ValueLLTaxINT49.400.00 49.400.00PUV ROLLBACKTax TTL303.36 656.78 353.422026000131CALZADA CALZADA, JORGE& CALZADA, MARIA D MARTINPublic Notes:298.81596.98298.1703108017 RE 2023 8/5/2026 46,400 92,900 46,5000.000.00 0.00ValueLLTaxINT75.450.00 75.450.00PUV ROLLBACKTax TTL298.17 672.43 374.262026000131CALZADA CALZADA, JORGE& CALZADA, MARIA D MARTINPublic Notes:298.81596.98298.1703108017 RE 2022 8/5/2026 46,400 92,900 46,5000.000.00 0.00ValueLLTaxINT102.350.00 102.350.00PUV ROLLBACKTax TTL298.17 699.33 401.162026000131CALZADA CALZADA, JORGE& CALZADA, MARIA D MARTINPublic Notes:596.46617.4120.9503108017M RE 2025 8/5/2026 4,300 126,700 122,4000.000.00 0.00ValueLLTaxINT43.240.00 43.240.00PUV ROLLBACKTax TTL20.95 660.65 639.702026000130J & A EROSION CONTROL SERVPublic Notes:1,024.701,072.3447.6404090004 RE 2026 8/14/2026 9,800 220,600 210,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL47.64 1,072.34 1,024.702026000168NIAZI-SAI, BIBI MARIAM TRUPublic Notes:1,008.051,054.9146.8604090004 RE 2025 8/14/2026 9,800 220,600 210,8000.000.00 0.00ValueLLTaxINT73.080.00 73.080.00PUV ROLLBACKTax TTL46.86 1,127.99 1,081.132026000168NIAZI-SAI, BIBI MARIAM TRUPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated397 Union CountyCorrection Listing ReportPage 13 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal742.92804.8961.9704090004 RE 2024 8/14/2026 9,700 126,000 116,3000.000.00 0.00ValueLLTaxINT120.730.00 120.730.00PUV ROLLBACKTax TTL61.97 925.62 863.652026000168NIAZI-SAI, BIBI MARIAM TRUPublic Notes:724.32784.7360.4104090004 RE 2023 8/14/2026 9,700 126,000 116,3000.000.00 0.00ValueLLTaxINT182.890.00 182.890.00PUV ROLLBACKTax TTL60.41 967.62 907.212026000168NIAZI-SAI, BIBI MARIAM TRUPublic Notes:1,040.251,092.7552.5004090016B RE 2026 8/10/2026 10,800 224,800 214,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL52.50 1,092.75 1,040.252026000144NIAZI-SAI BI-BI MARIAM REVPublic Notes:1,023.351,074.9951.6404090016B RE 2025 8/10/2026 10,800 224,800 214,0000.000.00 0.00ValueLLTaxINT74.200.00 74.200.00PUV ROLLBACKTax TTL51.64 1,149.19 1,097.552026000144NIAZI-SAI BI-BI MARIAM REVPublic Notes:749.95818.9468.9904090016B RE 2024 8/10/2026 10,800 128,200 117,4000.000.00 0.00ValueLLTaxINT121.870.00 121.870.00PUV ROLLBACKTax TTL68.99 940.81 871.822026000144NIAZI-SAI BI-BI MARIAM REVPublic Notes:731.17798.4367.2604090016B RE 2023 8/10/2026 10,800 128,200 117,4000.000.00 0.00ValueLLTaxINT184.620.00 184.620.00PUV ROLLBACKTax TTL67.26 983.05 915.792026000144NIAZI-SAI BI-BI MARIAM REVPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated398 Union CountyCorrection Listing ReportPage 14 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal197.841,918.641,720.8004096001B RE 2026 8/24/2026 354,000 394,700 40,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,720.80 1,918.64 197.842026000207GREEN, KATHLEEN A& GREEN, JOSEPH E IIIPublic Notes:194.63278.3283.6904096001B RE 2025 8/24/2026 17,500 58,200 40,7000.000.00 0.00ValueLLTaxINT14.110.00 14.110.00PUV ROLLBACKTax TTL83.69 292.43 208.742026000207GREEN, KATHLEEN A& GREEN, JOSEPH E IIIPublic Notes:120.16195.0374.8704096001B RE 2024 8/24/2026 11,720 30,530 18,8100.000.00 0.00ValueLLTaxINT19.520.00 19.520.00PUV ROLLBACKTax TTL74.87 214.55 139.682026000207GREEN, KATHLEEN A& GREEN, JOSEPH E IIIPublic Notes:117.15190.1472.9904096001B RE 2023 8/24/2026 11,720 30,530 18,8100.000.00 0.00ValueLLTaxINT29.580.00 29.580.00PUV ROLLBACKTax TTL72.99 219.72 146.732026000207GREEN, KATHLEEN A& GREEN, JOSEPH E IIIPublic Notes:191.13771.52580.3904186001 RE 2026 8/14/2026 126,200 167,760 41,5600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL580.39 771.52 191.132026000171BASS, BRENDA L& LATON, WANDA LPublic Notes:191.55773.20581.6504186001 RE 2025 8/14/2026 126,200 167,760 41,5600.000.00 0.00ValueLLTaxINT13.890.00 13.890.00PUV ROLLBACKTax TTL581.65 787.09 205.442026000171BASS, BRENDA L& LATON, WANDA LPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated399 Union CountyCorrection Listing ReportPage 15 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal132.15580.34448.1904186001 RE 2024 8/14/2026 71,700 92,840 21,1400.000.00 0.00ValueLLTaxINT21.470.00 21.470.00PUV ROLLBACKTax TTL448.19 601.81 153.622026000171BASS, BRENDA L& LATON, WANDA LPublic Notes:131.26576.45445.1904186001 RE 2023 8/14/2026 71,700 92,840 21,1400.000.00 0.00ValueLLTaxINT33.150.00 33.150.00PUV ROLLBACKTax TTL445.19 609.60 164.412026000171BASS, BRENDA L& LATON, WANDA LPublic Notes:656.611,257.69601.0804344003 RE 2026 8/20/2026 123,400 258,200 134,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL601.08 1,257.69 656.612026000186STARNES, RICKY DALE HEIRSPublic Notes:645.421,236.26590.8404344003 RE 2025 8/20/2026 123,400 258,200 134,8000.000.00 0.00ValueLLTaxINT46.790.00 46.790.00PUV ROLLBACKTax TTL590.84 1,283.05 692.212026000186STARNES, RICKY DALE HEIRSPublic Notes:333.78641.39307.6104344003 RE 2024 8/20/2026 48,200 100,500 52,3000.000.00 0.00ValueLLTaxINT54.240.00 54.240.00PUV ROLLBACKTax TTL307.61 695.63 388.022026000186STARNES, RICKY DALE HEIRSPublic Notes:328.39631.04302.6504344003 RE 2023 8/20/2026 48,200 100,500 52,3000.000.00 0.00ValueLLTaxINT82.920.00 82.920.00PUV ROLLBACKTax TTL302.65 713.96 411.312026000186STARNES, RICKY DALE HEIRSPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated400 Union CountyCorrection Listing ReportPage 16 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal645.41656.6111.2004344003C RE 2026 8/10/2026 2,300 134,800 132,5000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL11.20 656.61 645.412026000142STARNES, RICKY DALE HEIRSPublic Notes:634.41645.4211.0104344003C RE 2025 8/10/2026 2,300 134,800 132,5000.000.00 0.00ValueLLTaxINT46.000.00 46.000.00PUV ROLLBACKTax TTL11.01 691.42 680.412026000142STARNES, RICKY DALE HEIRSPublic Notes:322.29336.9714.6804344003C RE 2024 8/10/2026 2,300 52,800 50,5000.000.00 0.00ValueLLTaxINT52.380.00 52.380.00PUV ROLLBACKTax TTL14.68 389.35 374.672026000142STARNES, RICKY DALE HEIRSPublic Notes:317.09331.5314.4404344003C RE 2023 8/10/2026 2,300 52,800 50,5000.000.00 0.00ValueLLTaxINT80.060.00 80.060.00PUV ROLLBACKTax TTL14.44 411.59 397.152026000142STARNES, RICKY DALE HEIRSPublic Notes:1,263.391,659.48396.0906024008 RE 2026 8/20/2026 81,100 339,780 258,6800.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL396.09 1,659.48 1,263.392026000187WINCHESTER, MELVIN LYNN& WINCHESTER, DAVID WAYNEPublic Notes:1,260.031,655.07395.0406024008 RE 2025 8/20/2026 81,100 339,780 258,6800.000.00 0.00ValueLLTaxINT91.350.00 91.350.00PUV ROLLBACKTax TTL395.04 1,746.42 1,351.382026000187WINCHESTER, MELVIN LYNN& WINCHESTER, DAVID WAYNEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated401 Union CountyCorrection Listing ReportPage 17 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal707.44955.49248.0506024008 RE 2024 8/20/2026 38,500 148,300 109,8000.000.00 0.00ValueLLTaxINT114.960.00 114.960.00PUV ROLLBACKTax TTL248.05 1,070.45 822.402026000187WINCHESTER, MELVIN LYNN& WINCHESTER, DAVID WAYNEPublic Notes:700.96946.74245.7806024008 RE 2023 8/20/2026 38,500 148,300 109,8000.000.00 0.00ValueLLTaxINT176.990.00 176.990.00PUV ROLLBACKTax TTL245.78 1,123.73 877.952026000187WINCHESTER, MELVIN LYNN& WINCHESTER, DAVID WAYNEPublic Notes:27.531,368.451,340.9206126001 RE 2025 8/5/2026 268,400 273,910 5,5100.000.00 0.00ValueLLTaxINT2.000.00 2.000.00PUV ROLLBACKTax TTL1,340.92 1,370.45 29.532026000128DEAL FARM LLC THEPublic Notes:41.711,523.571,481.8606126001 RE 2024 8/5/2026 227,000 233,390 6,3900.000.00 0.00ValueLLTaxINT6.770.00 6.770.00PUV ROLLBACKTax TTL1,481.86 1,530.34 48.482026000128DEAL FARM LLC THEPublic Notes:40.451,477.361,436.9106126001 RE 2023 8/5/2026 227,000 233,390 6,3900.000.00 0.00ValueLLTaxINT10.210.00 10.210.00PUV ROLLBACKTax TTL1,436.91 1,487.57 50.662026000128DEAL FARM LLC THEPublic Notes:40.641,484.361,443.7206126001 RE 2022 8/5/2026 227,000 233,390 6,3900.000.00 0.00ValueLLTaxINT13.920.00 13.920.00PUV ROLLBACKTax TTL1,443.72 1,498.28 54.562026000128DEAL FARM LLC THEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated402 Union CountyCorrection Listing ReportPage 18 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal42.8747.374.5006126017B RE 2025 8/7/2026 900 9,480 8,5800.000.00 0.00ValueLLTaxINT3.110.00 3.110.00PUV ROLLBACKTax TTL4.50 50.48 45.982026000140PROPST LIVING TRUST& PROPST, ELIZABETH DEALPublic Notes:14.9520.835.8806126017B RE 2024 8/7/2026 900 3,190 2,2900.000.00 0.00ValueLLTaxINT2.430.00 2.430.00PUV ROLLBACKTax TTL5.88 23.26 17.382026000140PROPST LIVING TRUST& PROPST, ELIZABETH DEALPublic Notes:14.5020.205.7006126017B RE 2023 8/7/2026 900 3,190 2,2900.000.00 0.00ValueLLTaxINT3.660.00 3.660.00PUV ROLLBACKTax TTL5.70 23.86 18.162026000140PROPST LIVING TRUST& PROPST, ELIZABETH DEALPublic Notes:14.5620.285.7206126017B RE 2022 8/7/2026 900 3,190 2,2900.000.00 0.00ValueLLTaxINT4.990.00 4.990.00PUV ROLLBACKTax TTL5.72 25.27 19.552026000140PROPST LIVING TRUST& PROPST, ELIZABETH DEALPublic Notes:662.77720.7257.9506126017C RE 2025 8/7/2026 11,600 144,260 132,6600.000.00 0.00ValueLLTaxINT48.060.00 48.060.00PUV ROLLBACKTax TTL57.95 768.78 710.832026000141PROPST LIVING TRUST& PROPST, ELIZABETH DEALPublic Notes:1,013.081,086.8573.7706126017C RE 2024 8/7/2026 11,300 166,490 155,1900.000.00 0.00ValueLLTaxINT164.620.00 164.620.00PUV ROLLBACKTax TTL73.77 1,251.47 1,177.702026000141PROPST LIVING TRUST& PROPST, ELIZABETH DEALPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated403 Union CountyCorrection Listing ReportPage 19 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal982.351,053.8871.5306126017C RE 2023 8/7/2026 11,300 166,490 155,1900.000.00 0.00ValueLLTaxINT248.050.00 248.050.00PUV ROLLBACKTax TTL71.53 1,301.93 1,230.402026000141PROPST LIVING TRUST& PROPST, ELIZABETH DEALPublic Notes:987.011,058.8871.8706126017C RE 2022 8/7/2026 11,300 166,490 155,1900.000.00 0.00ValueLLTaxINT338.050.00 338.050.00PUV ROLLBACKTax TTL71.87 1,396.93 1,325.062026000141PROPST LIVING TRUST& PROPST, ELIZABETH DEALPublic Notes:12.771,594.491,581.7208126009 RE 2026 8/14/2026 306,000 308,470 2,4700.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,581.72 1,594.49 12.772026000170PURSER, BYRON EPublic Notes:12.551,567.641,555.0908126009 RE 2025 8/14/2026 306,000 308,470 2,4700.000.00 0.00ValueLLTaxINT0.910.00 0.910.00PUV ROLLBACKTax TTL1,555.09 1,568.55 13.462026000170PURSER, BYRON EPublic Notes:5.811,985.611,979.8008126009 RE 2024 8/14/2026 293,000 293,860 8600.000.00 0.00ValueLLTaxINT0.950.00 0.950.00PUV ROLLBACKTax TTL1,979.80 1,986.56 6.762026000170PURSER, BYRON EPublic Notes:5.761,967.101,961.3408126009 RE 2023 8/14/2026 293,000 293,860 8600.000.00 0.00ValueLLTaxINT1.460.00 1.460.00PUV ROLLBACKTax TTL1,961.34 1,968.56 7.222026000170PURSER, BYRON EPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated404 Union CountyCorrection Listing ReportPage 20 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,405.192,489.651,084.4608135008 RE 2026 8/14/2026 209,800 481,650 271,8500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,084.46 2,489.65 1,405.192026000169RED BARN SPORTING RANGE LLPublic Notes:1,381.542,447.741,066.2008135008 RE 2025 8/14/2026 209,800 481,650 271,8500.000.00 0.00ValueLLTaxINT100.160.00 100.160.00PUV ROLLBACKTax TTL1,066.20 2,547.90 1,481.702026000169RED BARN SPORTING RANGE LLPublic Notes:502.651,331.74829.0908135008 RE 2024 8/14/2026 122,700 197,090 74,3900.000.00 0.00ValueLLTaxINT81.680.00 81.680.00PUV ROLLBACKTax TTL829.09 1,413.42 584.332026000169RED BARN SPORTING RANGE LLPublic Notes:498.901,320.25821.3508135008 RE 2023 8/14/2026 122,700 197,230 74,5300.000.00 0.00ValueLLTaxINT125.970.00 125.970.00PUV ROLLBACKTax TTL821.35 1,446.22 624.872026000169RED BARN SPORTING RANGE LLPublic Notes:1,677.794,235.412,557.6208246009E RE 2026 8/14/2026 468,600 776,000 307,4000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL2,557.62 4,235.41 1,677.792026000167JOLLY, TRACY ANN& JOLLY, HARVEY FRANKLINPublic Notes:1,569.891,663.3593.4608246009E RE 2025 8/14/2026 18,300 325,700 307,4000.000.00 0.00ValueLLTaxINT113.820.00 113.820.00PUV ROLLBACKTax TTL93.46 1,777.17 1,683.712026000167JOLLY, TRACY ANN& JOLLY, HARVEY FRANKLINPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated405 Union CountyCorrection Listing ReportPage 21 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,009.431,093.6684.2308246009E RE 2024 8/14/2026 12,600 163,600 151,0000.000.00 0.00ValueLLTaxINT164.030.00 164.030.00PUV ROLLBACKTax TTL84.23 1,257.69 1,173.462026000167JOLLY, TRACY ANN& JOLLY, HARVEY FRANKLINPublic Notes:994.031,076.9882.9508246009E RE 2023 8/14/2026 12,600 163,600 151,0000.000.00 0.00ValueLLTaxINT250.990.00 250.990.00PUV ROLLBACKTax TTL82.95 1,327.97 1,245.022026000167JOLLY, TRACY ANN& JOLLY, HARVEY FRANKLINPublic Notes:676.252,179.381,503.1309247001A RE 2026 8/20/2026 324,300 470,200 145,9000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,503.13 2,179.38 676.252026000188STEELE, CHARLES KEVIN HEIRPublic Notes:658.742,122.951,464.2109247001A RE 2025 8/20/2026 324,300 470,200 145,9000.000.00 0.00ValueLLTaxINT47.750.00 47.750.00PUV ROLLBACKTax TTL1,464.21 2,170.70 706.492026000188STEELE, CHARLES KEVIN HEIRPublic Notes:593.791,635.381,041.5909247001A RE 2024 8/20/2026 170,500 267,700 97,2000.000.00 0.00ValueLLTaxINT96.500.00 96.500.00PUV ROLLBACKTax TTL1,041.59 1,731.88 690.292026000188STEELE, CHARLES KEVIN HEIRPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated406 Union CountyCorrection Listing ReportPage 22 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal590.981,627.621,036.6409247001A RE 2023 8/20/2026 170,500 267,700 97,2000.000.00 0.00ValueLLTaxINT149.220.00 149.220.00PUV ROLLBACKTax TTL1,036.64 1,776.84 740.202026000188STEELE, CHARLES KEVIN HEIRPublic Notes:Tax 131,948.00 183,333.00 51,385.00Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.0023,317,270 32,691,630 9,374,360Tax TTL 131,948.00 188,926.34 56,978.34 0.00INT 0.00 5,593.34 5,593.34Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal303.131,937.891,634.7609198012 RE 2026 8/24/2026 352,700 418,100 65,4000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL1,634.76 1,937.89 303.132026000209HARRIS, THOMAS G& HARRIS, KATHRYN PPublic Notes:3,458.439,716.696,258.2609366037 RE 2026 8/24/2026 945,500 1,468,000 522,5000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL6,258.26 9,716.69 3,458.432026000208FOL HOLDING COMPANY LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated407 Union CountyCorrection Listing ReportPage 23 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal22.342,942.852,920.512783835 PP 2026 8/25/2026 334,078 336,633 2,5552.21292.05 294.26ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL3,212.56 3,237.11 24.552026000219LYNX TRUCKING LLCPublic Notes:24.482,922.302,897.822783835 PP 2025 8/25/2026 331,483 334,283 2,8004.91289.78 294.69ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL3,187.60 3,216.99 29.392026000219LYNX TRUCKING LLCPublic Notes:1.87256.13254.26406743 PP 2026 8/3/2026 36,807 37,077 2700.1925.43 25.62ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL279.69 281.75 2.062026000116A & B AUTOMOTIVE INCPublic Notes:600.821,740.041,139.22407081 PP 2026 8/28/2026 130,316 199,044 68,72860.08113.92 174.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,253.14 1,914.04 660.902026000235ALPHA FEATS LLCPublic Notes:331.116,290.835,959.72407648 PP 2026 8/20/2026 1,165,372 1,230,119 64,74733.110.00 33.11ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,959.72 6,323.94 364.222026000190BG STEWART SOLAR FARM LLCPublic Notes:512.511,372.03859.52407702 PP 2025 8/18/2026 98,321 156,947 58,626102.500.00 102.50ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL859.52 1,474.53 615.012026000176BLACK'S TIRE & AUTOPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated408 Union CountyCorrection Listing ReportPage 24 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal729.761,566.59836.83407702 PP 2024 8/18/2026 76,738 143,658 66,920218.930.00 218.93ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL836.83 1,785.52 948.692026000176BLACK'S TIRE & AUTOPublic Notes:801.891,715.99914.10407702 PP 2023 8/18/2026 83,824 157,358 73,534320.760.00 320.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL914.10 2,036.75 1,122.652026000176BLACK'S TIRE & AUTOPublic Notes:823.531,800.20976.67407702 PP 2022 8/18/2026 89,562 165,080 75,518411.760.00 411.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL976.67 2,211.96 1,235.292026000176BLACK'S TIRE & AUTOPublic Notes:58.721,046.20987.48407702 PP 2021 8/18/2026 90,553 95,938 5,38535.2398.75 133.98ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,086.23 1,180.18 93.952026000176BLACK'S TIRE & AUTOPublic Notes:51.753,509.973,458.22407703 PP 2025 8/6/2026 395,587 401,507 5,92010.350.00 10.35ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,458.22 3,520.32 62.102026000136BLACK'S TIRE SERVICE INCPublic Notes:80.843,308.713,227.87407703 PP 2024 8/6/2026 295,999 303,412 7,41324.250.00 24.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,227.87 3,332.96 105.092026000136BLACK'S TIRE SERVICE INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated409 Union CountyCorrection Listing ReportPage 25 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal93.283,258.783,165.50407703 PP 2023 8/6/2026 290,280 298,834 8,55437.310.00 37.31ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,165.50 3,296.09 130.592026000136BLACK'S TIRE SERVICE INCPublic Notes:104.512,636.962,532.45407703 PP 2022 8/6/2026 232,228 241,812 9,58452.260.00 52.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,532.45 2,689.22 156.772026000136BLACK'S TIRE SERVICE INCPublic Notes:100.061,416.591,316.53407703 PP 2021 8/6/2026 120,727 129,903 9,17660.05131.65 191.70ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,448.18 1,608.29 160.112026000136BLACK'S TIRE SERVICE INCPublic Notes:134.59539.42404.83409138 PP 2025 8/11/2026 60,476 80,583 20,10726.920.00 26.92ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL404.83 566.34 161.512026000156DECORATIVE CREATIONS INCPublic Notes:199.79788.70588.91409138 PP 2024 8/11/2026 68,678 91,977 23,29959.940.00 59.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL588.91 848.64 259.732026000156DECORATIVE CREATIONS INCPublic Notes:206.95794.33587.38409138 PP 2023 8/11/2026 71,475 96,657 25,18282.780.00 82.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL587.38 877.11 289.732026000156DECORATIVE CREATIONS INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated410 Union CountyCorrection Listing ReportPage 26 of 622026/09/01 09:30:02 AMDate 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LLCPublic Notes:31.4731,502.6731,471.20409995 PP 2025 8/21/2026 3,600,000 3,603,600 3,6006.290.00 6.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL31,471.20 31,508.96 37.762026000197FLYING BULLDOG EXPRESS LLCPublic Notes:28.3528,381.3528,353.00409995 PP 2024 8/21/2026 2,600,000 2,602,600 2,6008.510.00 8.51ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL28,353.00 28,389.86 36.862026000197FLYING BULLDOG EXPRESS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated411 Union CountyCorrection Listing ReportPage 27 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal32.7232,747.7232,715.00409995 PP 2023 8/21/2026 3,000,000 3,003,000 3,00013.090.00 13.09ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL32,715.00 32,760.81 45.812026000197FLYING BULLDOG EXPRESS LLCPublic Notes:30.5330,564.5330,534.00409995 PP 2022 8/21/2026 2,800,000 2,802,800 2,80015.270.00 15.27ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL30,534.00 30,579.80 45.802026000197FLYING BULLDOG EXPRESS LLCPublic Notes:27.2627,289.7627,262.50409995 PP 2021 8/21/2026 2,500,000 2,502,500 2,50016.360.00 16.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL27,262.50 27,306.12 43.622026000197FLYING BULLDOG EXPRESS LLCPublic Notes:49.642,021.021,971.38410078 PP 2026 8/31/2026 404,717 414,908 10,1914.960.00 4.96ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,971.38 2,025.98 54.602026000249FRONTIER MEAT PROCESSING IPublic Notes:109.491,919.271,809.78410078 PP 2025 8/3/2026 377,982 400,851 22,86921.900.00 21.90ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,809.78 1,941.17 131.392026000117FRONTIER MEAT PROCESSING IPublic Notes:163.262,656.202,492.94410078 PP 2024 8/3/2026 390,621 416,202 25,58148.980.00 48.98ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,492.94 2,705.18 212.242026000117FRONTIER MEAT PROCESSING IPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated412 Union CountyCorrection Listing ReportPage 28 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal168.832,564.312,395.48410078 PP 2023 8/3/2026 381,507 408,395 26,88867.530.00 67.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,395.48 2,631.84 236.362026000117FRONTIER MEAT PROCESSING IPublic Notes:462.151,632.941,170.79410078 PP 2022 8/3/2026 186,462 260,063 73,601231.070.00 231.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,170.79 1,864.01 693.222026000117FRONTIER MEAT PROCESSING IPublic Notes:132.791,290.261,157.47410078 PP 2021 8/3/2026 187,657 209,186 21,52979.670.00 79.67ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,157.47 1,369.93 212.462026000117FRONTIER 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ReasonRefundAmountCorrectedCorrectedDiffOriginal1,589.473,656.802,067.33410457 PP 2025 8/10/2026 236,483 418,303 181,820317.890.00 317.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,067.33 3,974.69 1,907.362026000149H & F GROCERY CORPPublic Notes:91.292,860.942,769.65410457 PP 2024 8/10/2026 253,980 262,351 8,37127.390.00 27.39ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,769.65 2,888.33 118.682026000149H & F GROCERY CORPPublic Notes:98.052,796.362,698.31410457 PP 2023 8/10/2026 247,438 256,429 8,99139.23269.83 309.06ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,968.14 3,105.42 137.282026000149H & F GROCERY CORPPublic Notes:101.552,350.652,249.10410457 PP 2022 8/10/2026 206,245 215,557 9,31250.780.00 50.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,249.10 2,401.43 152.332026000149H & F GROCERY CORPPublic Notes:473.343,167.402,694.06410457 PP 2021 8/10/2026 247,048 290,454 43,406284.00269.41 553.41ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,963.47 3,720.81 757.342026000149H & F GROCERY CORPPublic Notes:705.9136,824.0236,118.11411055 PP 2026 8/12/2026 4,131,561 4,212,311 80,75070.613,611.81 3,682.42ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL39,729.92 40,506.44 776.522026000162IRON PEDDLERS PARTS DIVISIPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated414 Union CountyCorrection Listing ReportPage 30 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal3.8683.2879.42411212 PP 2026 8/31/2026 14,551 15,258 7070.407.94 8.34ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL87.36 91.62 4.262026000248JBB MARKETING GROUP INCPublic Notes:224.25702.66478.41411668 PP 2026 8/3/2026 98,136 144,136 46,00022.4347.84 70.27ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL526.25 772.93 246.682026000119LANEY, PERRY LEEPublic Notes:36.591,104.901,068.31411829 PP 2025 8/6/2026 210,214 217,414 7,2007.33106.83 114.16ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,175.14 1,219.06 43.922026000135LITTLE, DOUGLAS CPublic Notes:3,056.409,500.006,443.60411857 PP 2026 8/28/2026 973,500 1,435,262 461,762305.65644.36 950.01ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,087.96 10,450.01 3,362.052026000236LOGIC MANUFACTURING INCPublic Notes:544.282,406.611,862.33411885 PP 2025 8/27/2026 241,798 312,466 70,668108.87186.23 295.10ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,048.56 2,701.71 653.152026000231LORETTE POLITE YOUNG DDS PPublic Notes:731.753,533.742,801.99411885 PP 2024 8/27/2026 273,285 344,654 71,369219.53280.20 499.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,082.19 4,033.47 951.282026000231LORETTE POLITE YOUNG DDS PPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated415 Union CountyCorrection Listing ReportPage 31 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal703.443,799.463,096.02411885 PP 2023 8/27/2026 305,057 374,368 69,311281.380.00 281.38ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,096.02 4,080.84 984.822026000231LORETTE POLITE YOUNG DDS PPublic Notes:685.014,109.413,424.40411885 PP 2022 8/27/2026 337,413 404,908 67,495342.510.00 342.51ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,424.40 4,451.92 1,027.522026000231LORETTE POLITE YOUNG DDS PPublic Notes:1,080.975,723.764,642.79411885 PP 2021 8/27/2026 458,185 564,863 106,678648.580.00 648.58ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,642.79 6,372.34 1,729.552026000231LORETTE POLITE YOUNG DDS PPublic Notes:480.0913,659.9713,179.88411907 PP 2026 8/31/2026 1,699,533 1,761,441 61,90848.010.00 48.01ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL13,179.88 13,707.98 528.102026000246LOWES HOME CENTERS LLC #26Public Notes:236.7813,599.9613,363.18411907 PP 2025 8/12/2026 1,735,027 1,765,770 30,74311.991,336.32 1,348.31ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL14,699.50 14,948.27 248.772026000159LOWES HOME CENTERS LLC #26Public Notes:737.0517,294.8016,557.75411907 PP 2024 8/12/2026 1,614,918 1,686,804 71,886155.591,655.78 1,811.37ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL18,213.53 19,106.17 892.642026000159LOWES HOME CENTERS LLC #26Public Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated416 Union CountyCorrection Listing ReportPage 32 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal500.4416,896.2416,395.80411907 PP 2023 8/12/2026 1,615,509 1,664,818 49,30989.591,639.58 1,729.17ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL18,035.38 18,625.41 590.032026000159LOWES HOME CENTERS LLC #26Public Notes:169.8516,508.9816,339.13411907 PP 2022 8/12/2026 1,609,925 1,626,661 16,73643.040.00 43.04ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL16,339.13 16,552.02 212.892026000159LOWES HOME CENTERS LLC #26Public Notes:317.0717,996.4317,679.36411907 PP 2021 8/12/2026 1,744,731 1,776,022 31,291145.920.00 145.92ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL17,679.36 18,142.35 462.992026000159LOWES HOME CENTERS LLC #26Public Notes:331.4113,974.9913,643.58411908 PP 2026 8/31/2026 2,061,275 2,111,344 50,06933.140.00 33.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL13,643.58 14,008.13 364.552026000245LOWES HOME CENTERS LLC #29Public Notes:76.5615,157.8815,081.32411908 PP 2025 8/13/2026 2,306,717 2,318,428 11,71115.321,508.13 1,523.45ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL16,589.45 16,681.33 91.882026000165LOWES HOME CENTERS LLC #29Public Notes:377.2616,060.6715,683.41411908 PP 2024 8/13/2026 1,874,213 1,919,296 45,08355.151,568.34 1,623.49ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL17,251.75 17,684.16 432.412026000165LOWES HOME CENTERS LLC #29Public Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated417 Union CountyCorrection Listing ReportPage 33 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal164.3313,501.2913,336.96411908 PP 2023 8/13/2026 1,616,210 1,636,123 19,91336.081,333.70 1,369.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL14,670.66 14,871.07 200.412026000165LOWES HOME CENTERS LLC #29Public Notes:22.8814,542.2114,519.33411908 PP 2021 8/13/2026 1,800,289 1,803,126 2,83713.730.00 13.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL14,519.33 14,555.94 36.612026000165LOWES HOME CENTERS LLC #29Public Notes:343.5219,619.6919,276.17411909 PP 2025 8/7/2026 2,205,007 2,244,302 39,29527.551,927.62 1,955.17ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL21,203.79 21,574.86 371.072026000139LOWES HOME CENTERS LLC #68Public Notes:511.2325,142.9624,631.73411909 PP 2024 8/7/2026 2,258,756 2,305,636 46,88051.812,463.17 2,514.98ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL27,094.90 27,657.94 563.042026000139LOWES HOME CENTERS LLC #68Public Notes:1,812.4124,896.6223,084.21411909 PP 2023 8/7/2026 2,116,846 2,283,046 166,200526.162,308.42 2,834.58ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL25,392.63 27,731.20 2,338.572026000139LOWES HOME CENTERS LLC #68Public Notes:199.4017,368.4217,169.02411909 PP 2022 8/7/2026 1,574,417 1,592,702 18,28540.120.00 40.12ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL17,169.02 17,408.54 239.522026000139LOWES HOME CENTERS LLC #68Public Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated418 Union CountyCorrection Listing ReportPage 34 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 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TRUCK REPAIR INCPublic Notes:338.072,082.501,744.43412574 PP 2023 8/5/2026 159,966 190,967 31,001135.230.00 135.23ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,744.43 2,217.73 473.302026000127MONROE TRUCK REPAIR INCPublic Notes:398.102,163.161,765.06412574 PP 2022 8/5/2026 161,858 198,364 36,506199.050.00 199.05ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,765.06 2,362.21 597.152026000127MONROE TRUCK REPAIR INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated419 Union CountyCorrection Listing ReportPage 35 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal463.792,289.001,825.21412574 PP 2021 8/5/2026 167,374 209,904 42,530278.28182.52 460.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,007.73 2,749.80 742.072026000127MONROE TRUCK REPAIR INCPublic Notes:69.66304.44234.78414083 PP 2026 8/28/2026 46,871 60,778 13,9076.970.00 6.97ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL234.78 311.41 76.632026000234ROY T MUNAO LLCPublic Notes:101.161,192.831,091.67414333 PP 2022 8/28/2026 100,107 109,384 9,27750.590.00 50.59ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,091.67 1,243.42 151.752026000240SHAMROCK AUTO CAREPublic Notes:111.511,207.551,096.04414333 PP 2021 8/28/2026 100,508 110,734 10,22666.91109.60 176.51ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,205.64 1,384.06 178.422026000240SHAMROCK AUTO CAREPublic Notes:57.96289.83231.87414602 PP 2026 8/28/2026 33,565 41,956 8,3915.8123.19 29.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL255.06 318.83 63.772026000233SOUTHERN PLUMBING COPublic Notes:77.601,447.651,370.05414936 PP 2025 8/21/2026 269,589 284,858 15,26915.51137.01 152.52ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,507.06 1,600.17 93.112026000199SWINSON, KATHYPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated420 Union CountyCorrection Listing ReportPage 36 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal119.87840.50720.63414936 PP 2024 8/21/2026 106,649 124,389 17,74035.9872.06 108.04ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL792.69 948.54 155.852026000199SWINSON, KATHYPublic Notes:127.59841.50713.91414936 PP 2023 8/21/2026 106,649 125,709 19,06051.040.00 51.04ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL713.91 892.54 178.632026000199SWINSON, KATHYPublic Notes:134.51848.42713.91414936 PP 2022 8/21/2026 106,649 126,744 20,09567.260.00 67.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL713.91 915.68 201.772026000199SWINSON, KATHYPublic Notes:145.32859.44714.12414936 PP 2021 8/21/2026 106,649 128,351 21,70287.190.00 87.19ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL714.12 946.63 232.512026000199SWINSON, KATHYPublic Notes:523.881,015.66491.78414992 PP 2026 8/31/2026 95,380 196,987 101,60752.3949.18 101.57ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL540.96 1,117.23 576.272026000250TALLEY, NELSON LPublic Notes:1,239.3015,885.4314,646.13415374 PP 2025 8/28/2026 2,251,865 2,442,410 190,545247.860.00 247.86ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL14,646.13 16,133.29 1,487.162026000241TODD STEGALL TRUCKING COPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated421 Union CountyCorrection Listing ReportPage 37 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,545.0322,323.2420,778.21415374 PP 2024 8/28/2026 2,514,000 2,700,937 186,937463.510.00 463.51ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL20,778.21 22,786.75 2,008.542026000241TODD STEGALL TRUCKING COPublic Notes:5,460.4024,773.1519,312.75415374 PP 2023 8/28/2026 2,352,918 3,018,171 665,2532,184.161,931.28 4,115.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL21,244.03 28,888.59 7,644.562026000241TODD STEGALL TRUCKING COPublic Notes:5,091.5618,305.6913,214.13415374 PP 2022 8/28/2026 1,609,909 2,230,225 620,3162,545.780.00 2,545.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL13,214.13 20,851.47 7,637.342026000241TODD STEGALL TRUCKING COPublic Notes:17,540.24482,966.56465,426.32415573 PP 2025 8/3/2026 53,240,256 55,246,690 2,006,4343,508.050.00 3,508.05ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL465,426.32 486,474.61 21,048.292026000122TYSON FOODS INC PROCESSINGPublic Notes:78,004.56656,449.09578,444.53415573 PP 2024 8/3/2026 53,043,973 60,197,074 7,153,10123,401.370.00 23,401.37ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL578,444.53 679,850.46 101,405.932026000122TYSON FOODS INC PROCESSINGPublic Notes:20,142.11644,557.72624,415.61415573 PP 2023 8/3/2026 57,259,570 59,106,623 1,847,0538,056.840.00 8,056.84ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL624,415.61 652,614.56 28,198.952026000122TYSON FOODS INC PROCESSINGPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated422 Union CountyCorrection Listing ReportPage 38 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal43,858.10450,976.48407,118.38415573 PP 2022 8/3/2026 37,333,185 41,355,019 4,021,83421,929.050.00 21,929.05ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL407,118.38 472,905.53 65,787.152026000122TYSON FOODS INC PROCESSINGPublic Notes:40,700.60425,802.39385,101.79415573 PP 2021 8/3/2026 35,314,240 39,046,528 3,732,28824,420.360.00 24,420.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL385,101.79 450,222.75 65,120.962026000122TYSON FOODS INC PROCESSINGPublic Notes:1,700.8134,659.7032,958.89415574 PP 2025 8/5/2026 3,770,177 3,964,734 194,557340.160.00 340.16ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL32,958.89 34,999.86 2,040.972026000124TYSON FOODS INC FEED MILLPublic Notes:642.3341,926.5041,284.17415574 PP 2024 8/5/2026 3,785,802 3,844,704 58,902192.700.00 192.70ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL41,284.17 42,119.20 835.032026000124TYSON FOODS INC FEED MILLPublic Notes:705.0035,477.0434,772.04415574 PP 2023 8/5/2026 3,188,633 3,253,282 64,649282.000.00 282.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL34,772.04 35,759.04 987.002026000124TYSON FOODS INC FEED MILLPublic Notes:18.003,210.753,192.75415575 PP 2025 8/5/2026 365,220 367,279 2,0593.600.00 3.60ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,192.75 3,214.35 21.602026000123TYSON FOODS INC SERVICE CEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated423 Union CountyCorrection Listing ReportPage 39 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal3,758.453,956.72198.27415575 PP 2024 8/5/2026 18,182 362,835 344,6531,127.540.00 1,127.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL198.27 5,084.26 4,885.992026000123TYSON FOODS INC SERVICE CEPublic Notes:3,709.883,983.57273.69415575 PP 2023 8/5/2026 25,098 365,298 340,2001,483.950.00 1,483.95ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL273.69 5,467.52 5,193.832026000123TYSON FOODS INC SERVICE CEPublic Notes:3,932.963,999.2766.31415575 PP 2022 8/5/2026 6,081 366,737 360,6561,966.480.00 1,966.48ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL66.31 5,965.75 5,899.442026000123TYSON FOODS INC SERVICE CEPublic Notes:3,924.913,993.9969.08415575 PP 2021 8/5/2026 6,335 366,253 359,9182,354.950.00 2,354.95ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL69.08 6,348.94 6,279.862026000123TYSON FOODS INC SERVICE CEPublic Notes:6,607.4216,298.359,690.93415576 PP 2025 8/5/2026 1,108,548 1,864,373 755,8251,321.480.00 1,321.48ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL9,690.93 17,619.83 7,928.902026000125TYSON FOODS INCPublic Notes:8,360.9721,124.7512,763.78415576 PP 2024 8/5/2026 1,170,452 1,937,162 766,7102,508.290.00 2,508.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL12,763.78 23,633.04 10,869.262026000125TYSON FOODS INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated424 Union CountyCorrection Listing ReportPage 40 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal3,969.1618,161.5614,192.40415576 PP 2023 8/5/2026 1,301,458 1,665,434 363,9761,587.660.00 1,587.66ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL14,192.40 19,749.22 5,556.822026000125TYSON FOODS INCPublic Notes:686.4318,686.4818,000.05415576 PP 2022 8/5/2026 1,650,624 1,713,570 62,946343.220.00 343.22ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL18,000.05 19,029.70 1,029.652026000125TYSON FOODS INCPublic Notes:733.6119,925.8919,192.28415576 PP 2021 8/5/2026 1,759,952 1,827,225 67,273440.170.00 440.17ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL19,192.28 20,366.06 1,173.782026000125TYSON FOODS INCPublic Notes:203.2412,794.2812,591.04415577 PP 2025 8/5/2026 1,440,293 1,463,542 23,24940.650.00 40.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL12,591.04 12,834.93 243.892026000126TYSON FOODS INC HATCHERYPublic Notes:447.6424,601.7024,154.06415862 PP 2025 8/13/2026 2,762,990 2,814,196 51,20689.530.00 89.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL24,154.06 24,691.23 537.172026000164WDM INCPublic Notes:139.7227,952.8427,813.12415862 PP 2024 8/13/2026 2,550,492 2,563,305 12,81341.920.00 41.92ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL27,813.12 27,994.76 181.642026000164WDM INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated425 Union CountyCorrection Listing ReportPage 41 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal14.364,519.754,505.39599790 PP 2025 8/21/2026 882,198 885,010 2,8122.89450.54 453.43ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,955.93 4,973.18 17.252026000196THREE STRANDS TRUCKING LLCPublic Notes:22.024,307.234,285.21599790 PP 2024 8/21/2026 641,018 644,313 3,2956.610.00 6.61ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,285.21 4,313.84 28.632026000196THREE STRANDS TRUCKING LLCPublic Notes:23.713,164.453,140.74599790 PP 2023 8/21/2026 477,099 480,700 3,6019.480.00 9.48ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,140.74 3,173.93 33.192026000196THREE STRANDS TRUCKING LLCPublic Notes:24.492,389.252,364.76599790 PP 2022 8/21/2026 359,222 362,943 3,72112.250.00 12.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,364.76 2,401.50 36.742026000196THREE STRANDS TRUCKING LLCPublic Notes:16.873,684.463,667.59600121 PP 2025 8/21/2026 704,088 707,326 3,2383.37366.76 370.13ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,034.35 4,054.59 20.242026000194BOOM BRUSH CONTROL AND ENVPublic Notes:150.942,530.802,379.86600121 PP 2024 8/21/2026 336,234 357,558 21,32445.280.00 45.28ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,379.86 2,576.08 196.222026000194BOOM BRUSH CONTROL AND ENVPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated426 Union CountyCorrection Listing ReportPage 42 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal38.741,707.551,668.81600121 PP 2023 8/21/2026 243,444 249,095 5,65115.500.00 15.50ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,668.81 1,723.05 54.242026000194BOOM BRUSH CONTROL AND ENVPublic Notes:41.871,219.151,177.28600121 PP 2022 8/21/2026 171,740 177,849 6,10920.940.00 20.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,177.28 1,240.09 62.812026000194BOOM BRUSH CONTROL AND ENVPublic Notes:40.221,449.841,409.62600121 PP 2021 8/21/2026 206,054 211,934 5,88024.140.00 24.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,409.62 1,473.98 64.362026000194BOOM BRUSH CONTROL AND ENVPublic Notes:757.2917,086.6116,329.32600198 PP 2025 8/21/2026 2,510,658 2,627,092 116,434151.460.00 151.46ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL16,329.32 17,238.07 908.752026000198BFS OPERATIONS LLCPublic Notes:272.733,277.643,004.91600198 PP 2024 8/21/2026 363,571 396,569 32,99881.820.00 81.82ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,004.91 3,359.46 354.552026000198BFS OPERATIONS LLCPublic Notes:303.485,574.265,270.78600198 PP 2023 8/21/2026 642,151 679,125 36,974121.390.00 121.39ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,270.78 5,695.65 424.872026000198BFS OPERATIONS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated427 Union CountyCorrection Listing ReportPage 43 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal228.302,846.832,618.53600198 PP 2022 8/21/2026 319,022 346,836 27,814114.150.00 114.15ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,618.53 2,960.98 342.452026000198BFS OPERATIONS LLCPublic Notes:1,485.624,183.752,698.13600198 PP 2021 8/21/2026 328,960 510,089 181,129891.370.00 891.37ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,698.13 5,075.12 2,376.992026000198BFS OPERATIONS LLCPublic Notes:94.93474.66379.73600438 PP 2026 8/19/2026 77,197 96,496 19,2999.490.00 9.49ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL379.73 484.15 104.422026000182MOORE, BRYAN SCOTT& MOORE, MELISSA ANNEPublic Notes:40.21217.34177.13601821 PP 2026 8/11/2026 20,262 24,862 4,6004.0217.71 21.73ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL194.84 239.07 44.232026000155INTERSTATE TRANSPORT LLCPublic Notes:442.291,837.181,394.89606303 PP 2026 8/31/2026 276,325 363,943 87,61844.230.00 44.23ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,394.89 1,881.41 486.522026000247KIMBRELLS GRADING LLCPublic Notes:139.72698.59558.87606339 PP 2025 8/20/2026 86,392 107,990 21,59827.9455.89 83.83ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL614.76 782.42 167.662026000192PELIKATYY, VASILIY IVANOVIPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated428 Union CountyCorrection Listing ReportPage 44 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal197.79988.95791.16606339 PP 2024 8/20/2026 95,991 119,989 23,99859.3479.12 138.46ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL870.28 1,127.41 257.132026000192PELIKATYY, VASILIY IVANOVIPublic Notes:217.881,089.37871.49606339 PP 2023 8/20/2026 106,657 133,321 26,66487.1587.15 174.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL958.64 1,263.67 305.032026000192PELIKATYY, VASILIY IVANOVIPublic Notes:242.081,210.41968.33606339 PP 2022 8/20/2026 118,508 148,135 29,627121.0496.83 217.87ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,065.16 1,428.28 363.122026000192PELIKATYY, VASILIY IVANOVIPublic Notes:242.081,210.41968.33606339 PP 2021 8/20/2026 118,508 148,135 29,627145.2596.83 242.08ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,065.16 1,452.49 387.332026000192PELIKATYY, VASILIY IVANOVIPublic Notes:100.653,726.723,626.07615643 PP 2026 8/10/2026 752,608 773,500 20,89210.09362.61 372.70ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL3,988.68 4,099.42 110.742026000143LONE WOLF INDUSTRIES LTDPublic Notes:556.831,528.25971.42620672 PP 2026 8/12/2026 111,121 174,817 63,69655.6897.14 152.82ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL1,068.56 1,681.07 612.512026000161EL GRACE TRANSPORT LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated429 Union CountyCorrection Listing ReportPage 45 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal640.961,878.581,237.62631317 PP 2026 8/25/2026 239,432 363,432 124,00064.11123.76 187.87ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL1,361.38 2,066.45 705.072026000217KELLEY ENTERPRISE LLCPublic Notes:669.552,168.451,498.90631317 PP 2025 8/25/2026 294,942 426,692 131,750133.91149.90 283.81ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL1,648.80 2,452.26 803.462026000217KELLEY ENTERPRISE LLCPublic Notes:963.553,221.892,258.34631317 PP 2024 8/25/2026 334,223 476,823 142,600289.07225.83 514.90ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL2,484.17 3,736.79 1,252.622026000217KELLEY ENTERPRISE LLCPublic Notes:171.41256.2484.83640898 PP 2026 8/3/2026 13,340 40,296 26,95617.148.48 25.62ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL93.31 281.86 188.552026000115BADALOV, ORKHAN ASLANOVICHPublic Notes:90.92109.8718.95646403 PP 2026 8/31/2026 2,444 14,168 11,7249.091.90 10.99ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL20.85 120.86 100.012026000251HERRING, JESSICA BUCHANANPublic Notes:0.2027.8027.60669537 PP 2026 8/31/2026 5,663 5,705 420.020.00 0.02ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL27.60 27.82 0.222026000256VICTORY OPERATIONS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated430 Union CountyCorrection Listing ReportPage 46 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal22.501,336.111,313.61669577 PP 2026 8/31/2026 198,460 201,860 3,4002.25131.36 133.61ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL1,444.97 1,469.72 24.752026000257KATRINA'S MEXICAN GRILL LLPublic Notes:87.9987.990.00679342 PP 2026 8/31/2026 0 13,500 13,5008.800.00 8.80ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR 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between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal9.859.850.00679344 PP 2022 8/12/2026 0 903 9034.930.00 4.93ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 14.78 14.782026000157LIVINGSTON, LEMONTE MARVAEPublic Notes:10.3610.360.00679344 PP 2021 8/12/2026 0 950 9506.220.00 6.22ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 16.58 16.582026000157LIVINGSTON, LEMONTE MARVAEPublic Notes:21.1621.160.00679346 PP 2026 8/3/2026 0 2,420 2,4202.120.00 2.12ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 23.28 23.282026000121HERNANDEZ OCHOA, CARLOS WIPublic Notes:44.8344.830.00679376 PP 2026 8/3/2026 0 9,200 9,2004.480.00 4.48ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 49.31 49.312026000114AZTECA TRUCKING LLCPublic Notes:80.8680.860.00679523 PP 2026 8/21/2026 0 16,159 16,1598.090.00 8.09ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 88.95 88.952026000202WALLACE, CHERYL CASKEYPublic Notes:80.6080.600.00679523 PP 2025 8/21/2026 0 16,159 16,15916.120.00 16.12ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 96.72 96.722026000202WALLACE, CHERYL CASKEYPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated432 Union CountyCorrection Listing ReportPage 48 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal42.6342.630.00679523 PP 2024 8/21/2026 0 6,381 6,38112.790.00 12.79ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 55.42 55.422026000202WALLACE, CHERYL CASKEYPublic Notes:41.9241.920.00679523 PP 2023 8/21/2026 0 6,381 6,38116.770.00 16.77ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 58.69 58.692026000202WALLACE, CHERYL CASKEYPublic Notes:41.9241.920.00679523 PP 2022 8/21/2026 0 6,381 6,38120.960.00 20.96ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 62.88 62.882026000202WALLACE, CHERYL CASKEYPublic Notes:41.9941.990.00679523 PP 2021 8/21/2026 0 6,381 6,38125.190.00 25.19ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 67.18 67.182026000202WALLACE, CHERYL CASKEYPublic Notes:2,960.152,960.150.00679524 PP 2026 8/19/2026 0 454,150 454,150296.010.00 296.01ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 3,256.16 3,256.162026000183CONCRETE SUPPLY CO LLCPublic Notes:363.13363.130.00679525 PP 2026 8/13/2026 0 55,746 55,74636.310.00 36.31ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 399.44 399.442026000166JK ASHFORD TRUCKING LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated433 Union CountyCorrection Listing ReportPage 49 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal4.884.880.00679526 PP 2026 8/18/2026 0 1,000 1,0000.490.00 0.49ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 5.37 5.372026000178HAROLD, EDGAR RORIEPublic Notes:4.874.870.00679526 PP 2025 8/18/2026 0 1,000 1,0000.970.00 0.97ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 5.84 5.842026000178HAROLD, EDGAR RORIEPublic Notes:3.273.270.00679526 PP 2024 8/18/2026 0 500 5000.980.00 0.98ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 4.25 4.252026000178HAROLD, EDGAR RORIEPublic Notes:3.213.210.00679526 PP 2023 8/18/2026 0 500 5001.280.00 1.28ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 4.49 4.492026000178HAROLD, EDGAR RORIEPublic Notes:3.213.210.00679526 PP 2022 8/18/2026 0 500 5001.610.00 1.61ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 4.82 4.822026000178HAROLD, EDGAR RORIEPublic Notes:3.223.220.00679526 PP 2021 8/18/2026 0 500 5001.930.00 1.93ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 5.15 5.152026000178HAROLD, EDGAR RORIEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated434 Union CountyCorrection Listing ReportPage 50 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal93.4293.420.00679669 PP 2026 8/31/2026 0 14,114 14,1149.340.00 9.34ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 102.76 102.762026000242KASIMOV, CHINGIZ UMMATOVICPublic Notes:28.0128.010.00679739 PP 2026 8/19/2026 0 6,090 6,0902.800.00 2.80ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 30.81 30.812026000184WATKINS, STACY CLARKPublic Notes:Tax 3,458,942.59 3,763,335.66 304,393.07Totals for Type Value Change - Discovery : ValueLL 27,573.10 140,025.90 112,452.80348,250,007 379,463,701 31,213,694Tax TTL 3,486,515.69 3,903,361.56 416,845.87 0.00INT 0.00 0.00 0.00Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,242.74)969.383,212.1205063030A RE 2026 8/26/2026 414,200 125,000 (289,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,212.12 969.38 (2,242.74)2026000221WAXHAW PARKWAY FARM LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated435 Union CountyCorrection Listing ReportPage 51 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,227.42)962.753,190.1705063030A RE 2025 8/26/2026 414,200 125,000 (289,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.002,227.42CHANGE VALUEDUE TO AN APPEALTax TTL3,190.17 962.75 (2,227.42)2026000221WAXHAW PARKWAY FARM LLCPublic Notes:(2,391.64)6,785.639,177.2705063034 RE 2026 8/26/2026 1,183,400 875,000 (308,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,177.27 6,785.63 (2,391.64)2026000220WAXHAW PARKWAY FARM LLCPublic Notes:(2,375.30)6,739.259,114.5505063034 RE 2025 8/26/2026 1,183,400 875,000 (308,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.002,375.30CHANGE VALUEDUE TO AN APPEALTax TTL9,114.55 6,739.25 (2,375.30)2026000220WAXHAW PARKWAY FARM LLCPublic Notes:(153.74)9,618.519,772.2506102223 RE 2026 8/26/2026 2,097,500 2,064,500 (33,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,772.25 9,618.51 (153.74)2026000223TURKOVICH, GREGORY& TURKOVICH, CARRIEPublic Notes:(153.32)9,591.679,744.9906102223 RE 2025 8/26/2026 2,097,500 2,064,500 (33,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00153.32CHANGE VALUEDUE TO AN APPEALTax TTL9,744.99 9,591.67 (153.32)2026000223TURKOVICH, GREGORY& TURKOVICH, CARRIEPublic Notes:(895.70)2,714.253,609.9506141045A RE 2026 8/26/2026 465,500 350,000 (115,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,609.95 2,714.25 (895.70)2026000222WASH ONE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated436 Union CountyCorrection Listing ReportPage 52 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(889.58)2,695.703,585.2806141045A RE 2025 8/26/2026 465,500 350,000 (115,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.00889.58CHANGE VALUEDUE TO AN APPEALTax TTL3,585.28 2,695.70 (889.58)2026000222WASH ONE LLCPublic Notes:(453.67)5,049.285,502.9506192683 RE 2026 8/25/2026 709,600 651,100 (58,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL5,502.95 5,049.28 (453.67)2026000214HOECHSTER, P SUSAN TRUSTEE& HOECHSTER, DAVID MICHAEPublic Notes:(450.57)5,014.775,465.3406192683 RE 2025 8/25/2026 709,600 651,100 (58,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.00450.57CHANGE TOIMPROVEMENT ORLISTINGTax TTL5,465.34 5,014.77 (450.57)2026000214HOECHSTER, P SUSAN TRUSTEE& HOECHSTER, DAVID MICHAEPublic Notes:(448.06)3,908.444,356.5006192683 RE 2024 8/25/2026 424,900 381,200 (43,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.00448.06CHANGE TOIMPROVEMENT ORLISTINGTax TTL4,356.50 3,908.44 (448.06)2026000214HOECHSTER, P SUSAN TRUSTEE& HOECHSTER, DAVID MICHAEPublic Notes:(443.51)3,868.804,312.3106192683 RE 2023 8/25/2026 424,900 381,200 (43,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.00443.51CHANGE TOIMPROVEMENT ORLISTINGTax TTL4,312.31 3,868.80 (443.51)2026000214HOECHSTER, P SUSAN TRUSTEE& HOECHSTER, DAVID MICHAEPublic Notes:(443.51)3,868.804,312.3106192683 RE 2022 8/25/2026 424,900 381,200 (43,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.00443.51CHANGE TOIMPROVEMENT ORLISTINGTax TTL4,312.31 3,868.80 (443.51)2026000214HOECHSTER, P SUSAN TRUSTEE& HOECHSTER, DAVID MICHAEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated437 Union CountyCorrection Listing ReportPage 53 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(353.06)130.28483.3407024041C RE 2026 8/26/2026 74,200 20,000 (54,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL483.34 130.28 (353.06)2026000227LIQUID MANAGEMENT LLCPublic Notes:(350.62)129.38480.0007024041C RE 2025 8/26/2026 74,200 20,000 (54,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.00258.48CHANGE VALUEDUE TO AN APPEALTax TTL480.00 129.38 (350.62)2026000227LIQUID MANAGEMENT LLCPublic Notes:(178.48)78.17256.6507084273 RE 2026 8/26/2026 39,400 12,000 (27,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL256.65 78.17 (178.48)2026000226LIQUID, MANAGEMENT LLCPublic Notes:(177.25)77.63254.8807084273 RE 2025 8/26/2026 39,400 12,000 (27,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.00130.67CHANGE VALUEDUE TO AN APPEALTax TTL254.88 77.63 (177.25)2026000226LIQUID, MANAGEMENT LLCPublic Notes:(178.48)78.17256.6507084274 RE 2026 8/26/2026 39,400 12,000 (27,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL256.65 78.17 (178.48)2026000225LIQUID, MANAGEMENT LLCPublic Notes:(177.25)77.63254.8807084274 RE 2025 8/26/2026 39,400 12,000 (27,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.00130.67CHANGE VALUEDUE TO AN APPEALTax TTL254.88 77.63 (177.25)2026000225LIQUID, MANAGEMENT LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated438 Union CountyCorrection Listing ReportPage 54 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,366.64)4,396.955,763.5907084323 RE 2026 8/26/2026 884,800 675,000 (209,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,763.59 4,396.95 (1,366.64)2026000228INDIAN TRAIL RV/BOAT STORAPublic Notes:(1,357.19)4,366.585,723.7707084323 RE 2025 8/26/2026 884,800 675,000 (209,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.001,000.53CHANGE VALUEDUE TO AN APPEALTax TTL5,723.77 4,366.58 (1,357.19)2026000228INDIAN TRAIL RV/BOAT STORAPublic Notes:(1,052.66)4,562.605,615.2607084328 RE 2026 8/26/2026 861,500 700,000 (161,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,615.26 4,562.60 (1,052.66)2026000224LIQUID MANAGEMENT LLCPublic Notes:(1,050.40)4,552.805,603.2007084328 RE 2025 8/26/2026 861,500 700,000 (161,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.00693.08CHANGE VALUEDUE TO AN APPEALTax TTL5,603.20 4,552.80 (1,050.40)2026000224LIQUID MANAGEMENT LLCPublic Notes:(5,313.47)7,821.6013,135.0707105004 RE 2026 8/26/2026 2,015,200 1,200,000 (815,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL13,135.07 7,821.60 (5,313.47)2026000229LIQUID MANAGEMENT LLCPublic Notes:(5,302.06)7,804.8013,106.8607105004 RE 2025 8/26/2026 2,015,200 1,200,000 (815,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.003,916.22CHANGE VALUEDUE TO AN APPEALTax TTL13,106.86 7,804.80 (5,302.06)2026000229LIQUID MANAGEMENT LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated439 Union CountyCorrection Listing ReportPage 55 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,832.69)0.001,832.6907126045 RE 2026 8/24/2026 265,300 0 (265,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL1,832.69 0.00 (1,832.69)2026000205STALLINGS CHURCH INCPublic Notes:(57,969.08)252,643.80310,612.8809264027 RE 2026 8/26/2026 35,531,100 28,900,000 (6,631,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL310,612.88 252,643.80 (57,969.08)2026000230CHASE HERITAGE LLC& CHASE ROCKFORD LLC ET APublic Notes:(57,969.08)252,643.80310,612.8809264027 RE 2025 8/26/2026 35,531,100 28,900,000 (6,631,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.0028,792.24CHANGE VALUEDUE TO AN APPEALTax TTL310,612.88 252,643.80 (57,969.08)2026000230CHASE HERITAGE LLC& CHASE ROCKFORD LLC ET APublic Notes:(103.05)0.00103.05328077 PP 2026 8/31/2026 15,699 0 (15,699)(10.31)10.31 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL113.36 0.00 (113.36)2026000274DULUC, RAFAEL AUGUSTOPublic Notes:(107.37)0.00107.37340471 PP 2026 8/31/2026 16,473 0 (16,473)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00IMPROVEMENTREMOVED FROMPROPERTYTax TTL107.37 0.00 (107.37)2026000272HARGETTE, JOHN R SRPublic 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(5,037)(3.48)3.48 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL38.28 0.00 (38.28)2026000154BARAHONA TRANSPORATION LLCPublic Notes:(36.46)0.0036.46407477 PP 2025 8/11/2026 5,446 0 (5,446)(3.65)3.65 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL40.11 0.00 (40.11)2026000154BARAHONA TRANSPORATION LLCPublic Notes:(27.05)18,757.1518,784.20408115 PP 2026 8/19/2026 2,148,730 2,145,636 (3,094)(2.64)1,878.42 1,875.78ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL20,662.62 20,632.93 (29.69)2026000179CARLSON ENVIRONMENTAL CONSPublic Notes:(157.35)3,499.453,656.80410457 PP 2025 8/13/2026 418,303 400,303 (18,000)(31.47)317.89 286.42ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL3,974.69 3,785.87 (188.82)2026000163H & F GROCERY CORPPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated441 Union CountyCorrection Listing ReportPage 57 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.002,776.682,776.68413106 PP 2026 8/31/2026 426,264 426,264 0(277.67)277.67 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL3,054.35 2,776.68 (277.67)2026000259PANERA LLC #601137Public Notes:0.0098.8998.89414397 PP 2026 8/28/2026 11,312 11,312 0(9.89)9.89 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL108.78 98.89 (9.89)2026000237FLAGSTAR FINANCIAL & LEASIPublic Notes:0.00242.84242.84614251 PP 2026 8/31/2026 49,368 49,368 0(24.28)24.28 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL267.12 242.84 (24.28)2026000278BLUE TRITON BRANDS INCPublic Notes:(33.10)0.0033.10630690 PP 2026 8/6/2026 5,000 0 (5,000)(3.31)3.31 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL36.41 0.00 (36.41)2026000133LLOYD, CODY DEANPublic Notes:(32.69)0.0032.69630690 PP 2025 8/6/2026 5,000 0 (5,000)(3.27)3.27 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL35.96 0.00 (35.96)2026000133LLOYD, CODY DEANPublic Notes:(18.60)0.0018.60631295 PP 2026 8/31/2026 3,864 0 (3,864)(1.86)1.86 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL20.46 0.00 (20.46)2026000276CUNNINGHAM, TIMOTHY LYNNPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated442 Union CountyCorrection Listing ReportPage 58 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(19.39)0.0019.39631295 PP 2025 8/31/2026 4,066 0 (4,066)(1.94)1.94 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL21.33 0.00 (21.33)2026000276CUNNINGHAM, TIMOTHY LYNNPublic Notes:(31.06)0.0031.06644760 PP 2026 8/25/2026 6,073 0 (6,073)(3.11)3.11 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL34.17 0.00 (34.17)2026000216ELINN UNDERGROUND SERVICESPublic Notes:(20.10)0.0020.10645016 PP 2026 8/3/2026 3,682 0 (3,682)(2.01)2.01 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL22.11 0.00 (22.11)2026000113ANTONE, MATTHEW EUGENEPublic Notes:(7.77)0.007.77645092 PP 2026 8/20/2026 1,222 0 (1,222)(0.78)0.78 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL8.55 0.00 (8.55)2026000191DGP LAWN CARE LLCPublic Notes:(8.16)0.008.16645092 PP 2025 8/20/2026 1,286 0 (1,286)(0.82)0.82 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL8.98 0.00 (8.98)2026000191DGP LAWN CARE LLCPublic Notes:(46.35)0.0046.35645863 PP 2026 8/31/2026 9,511 0 (9,511)(4.64)4.64 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL50.99 0.00 (50.99)2026000275BELK, RICHARD DARYL JRPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated443 Union CountyCorrection Listing ReportPage 59 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(149.83)0.00149.83646312 PP 2026 8/28/2026 28,986 0 (28,986)(14.98)14.98 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL164.81 0.00 (164.81)2026000238MULLIS, JASON RANDYPublic Notes:0.002,254.902,254.90647906 PP 2026 8/31/2026 345,950 345,950 0(225.49)225.49 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL2,480.39 2,254.90 (225.49)2026000269AUXILIOR CAPITAL PARTNERSPublic Notes:0.002,476.632,476.63648164 PP 2026 8/21/2026 283,302 283,302 0(247.66)247.66 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL2,724.29 2,476.63 (247.66)2026000195BANK CAPITAL SERVICES LLCPublic Notes:0.005,976.815,976.81658590 PP 2026 8/31/2026 683,689 683,689 0(597.68)597.68 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL6,574.49 5,976.81 (597.68)2026000266KINGSBRIDGE HOLDINGS LLCPublic Notes:0.00625.64625.64659053 PP 2026 8/31/2026 96,046 96,046 0(62.56)62.56 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL688.20 625.64 (62.56)2026000270EC MASTER TRUSTPublic Notes:0.0010.5710.57659055 PP 2026 8/31/2026 1,209 1,209 0(1.06)1.06 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL11.63 10.57 (1.06)2026000271SOMERSET CAPITAL GROUP LTDPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated444 Union CountyCorrection Listing ReportPage 60 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.001,600.541,600.54659130 PP 2026 8/31/2026 328,450 328,450 0(160.05)160.05 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL1,760.59 1,600.54 (160.05)2026000268AUXILIOR CAPITAL PARTNERSPublic Notes:0.00306.35306.35659131 PP 2026 8/31/2026 47,030 47,030 0(30.64)30.64 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL336.99 306.35 (30.64)2026000267AUXILIOR CAPITAL PARTNERSPublic Notes:(16.44)0.0016.44663378 PP 2024 8/31/2026 1,603 0 (1,603)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL16.44 0.00 (16.44)2026000277Public Notes:(71.75)12.4884.23663495 PP 2024 8/10/2026 13,095 1,940 (11,155)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL84.23 12.48 (71.75)2026000147Public Notes:(23.27)0.0023.27665027 PP 2026 8/31/2026 4,513 0 (4,513)(2.33)2.33 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL25.60 0.00 (25.60)2026000273BEIGHTLER, HOPE ELIZABETHPublic Notes:0.00429,507.14429,507.14669714 PP 2026 8/31/2026 87,315,947 87,315,947 0(42,950.71)42,950.71 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL472,457.85 429,507.14 (42,950.71)2026000263ATI SPECIALTY MATERIALS, LPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated445 Union CountyCorrection Listing ReportPage 61 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(411.95)0.00411.95670866 PP 2025 8/17/2026 63,338 0 (63,338)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL411.95 0.00 (411.95)2026000174HARKULICH, SUSANPublic Notes:0.0015.9715.97675194 PP 2026 8/31/2026 2,036 2,036 0(1.60)1.60 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL17.57 15.97 (1.60)2026000260BON APPETIT MGMT COMPANYPublic Notes:(133.68)0.00133.68676684 PP 2025 8/6/2026 21,065 0 (21,065)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL133.68 0.00 (133.68)2026000132SOVA, TREVOR SCOTTPublic Notes:(171.71)17.17188.88677514 PP 2025 8/11/2026 29,040 2,640 (26,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL188.88 17.17 (171.71)2026000152MORTON, CHARLES DENNIS& CROWLEY, PATRICIA LYNNPublic Notes:0.009.829.82677540 PP 2026 8/31/2026 1,506 1,506 0(0.98)0.98 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL10.80 9.82 (0.98)2026000261COMPASS GROUP USA INCPublic Notes:(796.75)16.26813.01678271 PP 2025 8/3/2026 93,000 1,860 (91,140)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL813.01 16.26 (796.75)2026000118IRON PEDDLERS PARTS DIVISPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated446 Union CountyCorrection Listing ReportPage 62 of 622026/09/01 09:30:02 AMDate Posted between 8/1/2026 and 8/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(501.11)0.00501.11678905 PP 2025 8/10/2026 100,403 0 (100,403)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL501.11 0.00 (501.11)2026000148SULASKI, KRISTIE LEE& SULASKI, ROBERT LOUIS JPublic Notes:(66.82)0.0066.82679035 PP 2025 8/25/2026 14,799 0 (14,799)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL66.82 0.00 (66.82)2026000215BENNETT, SARAH HELMSPublic Notes:Tax 1,224,010.37 1,071,660.90 (152,349.47)Totals for Type Value Change - Release : ValueLL 46,844.37 2,162.20 (44,682.17)183,301,163 164,805,406 (18,495,757)Tax TTL 1,270,854.74 1,073,823.10 (197,031.64) 42,353.16INT 0.00 0.00 0.00Grand Totals :YearRefund Amount42,353.16Tax 4,821,912.53 5,024,211.60 202,299.07Value 578,021,241556,113,91167,770.63LL 74,417.47 142,188.1021,907,330Tax TTL 4,896,330.00 5,171,993.04 275,663.0442,353.16INT 0.00 5,593.34 5,593.34JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated447 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-535 Agenda Date:9/21/2026 TITLE:..title Contract Renewal - Fire Alarm Testing and Related Services INFORMATION CONTACT: Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: September 6, 2022, Regular Meeting, Agenda Item #22-566 - Contract Approved BACKGROUND: The Facilities & Fleet Management department has utilized the contractual services of MSS Fire & Security LLC for Fire Alarm Testing and Related Services since October 1, 2022. MSS Fire & Security LLC has been effective and efficient in meeting our service needs, and we are requesting to continue this service for an additional year. FINANCIAL IMPACT: The anticipated annual cost for this service is $46,548.24 and is budgeted accordingly for FY2027. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™448 Procurement Department 610 Patton Avenue Monroe, NC 28110 704.283.3886 unioncountync.gov Date: ____________________ Via First Class Mail and Certified Mail (Return Receipt Requested) Mr. Jeff Tettambel Vice President MSS Fire & Security, LLC 11524 Wilmar Blvd Charlotte, NC 28273 Re: Notice of Renewal of Fire Alarm Testing and Related Services Agreement between Union County, North Carolina and MSS Fire & Security, LLC Dear Mr. Tettambel: Pursuant to Section 3 of the Agreement dated September 8, 2022, between Union County and MSS Fire & Security, LLC (the “Agreement”), the Initial Term of the Agreement began October 1, 2022, and ran for two (2) years through September 30, 2024. Section 3 of the Agreement also provides that following the Initial Term, Union County may elect, in its sole discretion, to extend the Agreement for up to three (3) additional one (1) year terms (each a “Renewal Term”). Pursuant to the terms of the Agreement, this letter shall constitute Union County’s notice that it is exercising its option to extend the Agreement for a third, and final, Renewal Term. The Renewal Term shall run from October 1, 2026, through September 30, 2027. If there are any questions or concerns, please let us know. Sincerely, Brian W. Matthews, County Manager cc: Kelli Manczka, Facilities Management Business Manager 449 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-537 Agenda Date:9/21/2026 TITLE:..title Contract - Landscape Services INFORMATION CONTACT: Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: None. BACKGROUND: The Procurement Department partnered with Facilities & Fleet Management to issue Request for Proposals RFP 2026-071 Landscape Services. On June 23, 2026, eleven proposals were received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. The top ranked three firms/vendors were invited to shortlist interview/presentations. As a result, the team requests approval to enter into a contract with the top scoring/ranked preferred offeror, Lawrence Companies, LLC D/B/A Providence Landscape Group, to provide landscape services. This contract has an initial term of three years with two, one-year renewal options at the sole discretion of the County and is subject to annual budget appropriation. FINANCIAL IMPACT: The anticipated annual cost for this service is $542,880.00. Since this contract contains an initial term of three years with two one-year renewal options, a total of $2,714,400.00 is estimated to be spent. Funding is available in the adopted FY2027 budget with future expenditures subject to annual BOCC budget appropriation. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™450 Simple Services (Updated 07.29.24) 1 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 North Main Street, Monroe, NC 28112, hereinafter “Union,” and LAWRENCE COMPANIES LLC D/B/A PROVIDENCE LANDSCAPE GROUP, a Pennsylvania limited liability company authorized to do business in North Carolina, whose address is 1017 Technology Drive, Indian Trail, NC 28079, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Union desires that Contractor perform certain landscaping services, including mowing, ground maintenance, and related services at various Union-owned and operated facilities; and WHEREAS, Contractor is willing to perform such services as described in this Agreement. 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. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in the attached Request for Proposals No. 2026-071, “Landscape Services,” as modified by the attached Addendum No. 1 dated May 20, 2026, Addendum No. 2 dated June 04, 2026, Addendum No. 3 dated June 10, 2026, and Addendum No. 4 dated June 16, 2026, all of which are incorporated herein by reference (hereinafter collectively referred to as the “Services”), in accordance with the terms of this Agreement. The Services shall be performed at the locations listed in the attached “Appendix A – Cost Proposal,” which Appendix A may be modified from time to time by written amendment duly executed by Union and Contractor. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor in accordance with the attached “Appendix A – Cost Proposal” for performance of the Services. Contractor shall invoice Union on a monthly basis for Services performed, or upon such other schedule as may be agreed upon by the parties. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Department. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 3. TERM AND TERMINATION. This Agreement shall have a term of three (3) years beginning November 1, 2026, through October 31, 2029 (the “Initial Term”). Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to two (2) additional one-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall be paid for services performed to the date of notification of termination by Union. 4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is 451 Simple Services (Updated 07.29.24) 2 subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 6. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 7. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has complied with all federal, state and local laws regarding the location and operation of Contractor’s business and regarding business permits, certificates, and licenses that may be required to carry out the work to be performed under this Agreement. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted 452 Simple Services (Updated 07.29.24) 3 by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. 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. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party 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. 20. 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. Contractor shall ensure that Contractor 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. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. [Signatures follow on the next page.] 453 Simple Services (Updated 07.29.24) 4 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY By: (SEAL) Brian W. Matthews, County Manager LAWRENCE COMPANIES LLC D/B/A PROVIDENCE LANDSCAPE GROUP By: (SEAL) Approved as to Legal Form CGR This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 454 Simple Services (Updated 07.29.24) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. 455 Simple Services (Updated 07.29.24) 6 E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: General Services – Facilities Management Contract #: 10473 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 456 June 15, 2026 11:00 AM Local Time Electronic Submission Union County Government Center Procurement Department Request for Proposal No. 2026-071 Landscape Services Due Date: Time: Submittal Location: Procurement Contact: Corey Brooks, CLGPO Director of Procurement & Contract Management 704.283.3683 corey.brooks@unioncountync.gov 457 Page 2 Union County, North Carolina RFP 2026-071 Landscape Services Contents 1 Notice of Advertisement ................................................................................................................ 4 2 Submittal Details ........................................................................................................................... 5 2.1 PROPOSAL SUBMISSION DEADLINE ........................................................................................................................ 5 2.2 PROPOSAL SUBMISSION REQUIREMENTS ................................................................................................................ 5 2.3 PROPOSAL QUESTIONS ........................................................................................................................................... 5 2.4 PROPOSAL ADDENDUM .......................................................................................................................................... 5 2.5 COMMUNICATION................................................................................................................................................... 6 3 Introduction ................................................................................................................................... 6 3.1 COUNTY ................................................................................................................................................................. 6 3.2 PURPOSE ................................................................................................................................................................ 6 3.3 PROJECT BACKGROUND .......................................................................................................................................... 6 4 Scope of Work................................................................................................................................ 7 4.1 OVERVIEW .............................................................................................................................................................. 7 4.2 CONTRACTOR REQUIREMENTS ............................................................................................................................... 7 4.3 FACILITY MAINTENANCE CLEANUP ....................................................................................................................... 8 4.4 LAWN MAINTENANCE (MOWING & EDGING) ......................................................................................................... 8 4.4.1 Mowing.......................................................................................................................................................... 9 4.4.2 Pre-Mowing Requirements ............................................................................................................................ 9 4.4.3 Edging and Trimming .................................................................................................................................... 9 4.4.4 Clipping and Debris Management ................................................................................................................. 9 4.4.5 Equipment Standards..................................................................................................................................... 9 4.5 TURF MAINTENANCE (FERTILIZATION, AERATION, SEEDING, CHEMICALS)............................................................ 9 4.5.1 Soil Testing and Fertilization ....................................................................................................................... 10 4.5.2 Aeration and Over-Seeding ......................................................................................................................... 10 4.5.3 Chemical and Pest Management ................................................................................................................. 10 4.6 TREE, SHRUB, AND PLANT MAINTENANCE ........................................................................................................... 11 4.6.1 Plant Bed Maintenance ............................................................................................................................... 11 4.6.2 Tree Maintenance ........................................................................................................................................ 11 4.6.3 Shrub Maintenance...................................................................................................................................... 12 4.6.4 Annuals and Seasonal Planting ................................................................................................................... 12 4.6.5 Perennials, Groundcovers, and Bulbs ......................................................................................................... 12 4.7 IRRIGATION .......................................................................................................................................................... 13 4.7.1 System Monitoring and Operation ............................................................................................................... 13 4.7.2 Repairs and Maintenance ............................................................................................................................ 13 4.7.3 Damage Responsibility ................................................................................................................................ 13 4.7.4 Seasonal System Management ..................................................................................................................... 14 4.8 SPECIAL FACILITY REQUIREMENTS ...................................................................................................................... 14 4.8.1 Fairview EMS and Similar Facilites ............................................................................................................ 14 4.8.2 Union County Cemetery .............................................................................................................................. 14 4.8.3 Sheriff’s Office Training Center................................................................................................................... 15 4.8.4 Additional Site-Specific Requirements ......................................................................................................... 15 4.9 SNOW & ICE REMOVAL ........................................................................................................................................ 15 4.9.1 Scope of Services ......................................................................................................................................... 15 4.9.2 Materials and Methods ................................................................................................................................ 15 4.9.3 Exclusions.................................................................................................................................................... 16 4.9.4 Compensation .............................................................................................................................................. 16 4.10 PERFORMANCE STANDARDS ................................................................................................................................. 16 4.10.1 Gengeral Expectations ................................................................................................................................ 16 4.10.2 Appearance Standards................................................................................................................................. 16 4.10.3 Timeliness of Services .................................................................................................................................. 17 458 Page 3 Union County, North Carolina RFP 2026-071 Landscape Services 4.10.4 Staffing and Supervision .............................................................................................................................. 17 4.10.5 Safety and Protection of Property ................................................................................................................ 17 4.10.6 Quality Assurance ....................................................................................................................................... 17 4.11 INSPECTION AND DEFICIENCY CORRECTION ......................................................................................................... 17 4.11.1 Inspections ................................................................................................................................................... 17 4.11.2 Deficiency Notification ................................................................................................................................ 18 4.11.3 Repeated Deficiencies .................................................................................................................................. 18 4.11.4 Correction of Deficiencies ........................................................................................................................... 18 4.12 PROPERTY LOCATIONS ......................................................................................................................................... 18 5 Detailed Submittal Requirements and Instructions ................................................................. 21 5.1 TERMS OF SUBMISSION ......................................................................................................................................... 21 5.2 DUPLICATE PROPOSALS......................................................................................................................................... 22 5.3 PROPOSAL FORMAT .............................................................................................................................................. 22 5.3.1 Section A – Cover Letter .............................................................................................................................. 23 5.3.2 Section B – project team .............................................................................................................................. 23 5.3.3 Section C – project experience..................................................................................................................... 24 5.3.4 Section D – project approach and quality control ....................................................................................... 24 5.3.5 Section E – References................................................................................................................................. 24 5.3.6 section F – Cost Proposal ............................................................................................................................ 25 5.3.7 Section G – Required Signature Forms ....................................................................................................... 25 6 Evaluation Criteria and Selection Process................................................................................. 25 6.1 SELECTION PARTICIPANTS .................................................................................................................................... 25 6.2 EVALUATION SELECTION PROCESS ...................................................................................................................... 26 6.3 AWARD PROCEDURE ............................................................................................................................................ 27 7 General Conditions and Requirements ..................................................................................... 28 7.1 TERMS AND CONDITIONS...................................................................................................................................... 28 7.2 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 28 7.3 SUB-OFFEROR/PARTNER DISCLOSURE ................................................................................................................. 28 7.4 EXCEPTION TO THE RFP ....................................................................................................................................... 28 7.5 MODIFICATION OR WITHDRAWAL OF PROPOSAL .................................................................................................. 29 7.6 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 29 7.7 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN ...................................................................................... 29 7.8 LICENSES .............................................................................................................................................................. 29 7.9 E-VERIFY ............................................................................................................................................................. 29 7.10 DRUG-FREE WORKPLACE .................................................................................................................................... 29 7.11 INSURANCE .......................................................................................................................................................... 30 7.12 INDEMNIFICATION ................................................................................................................................................ 32 8 Appendix A – Cost PropOsal...................................................................................................... 33 8.1 BASE ANNUAL COST PER SITE ..................................................................................................................... 33 8.2 ADDITIONAL SERVICES ........................................................................................................................................ 35 8.3 SNOW & ICE ...................................................................................................................................................... 35 8.4 OTHER FEES ......................................................................................................................................................... 36 9 Appendix B – Proposal Submission Form ................................................................................. 37 10 Appendix C – Addendum and Anti-Collusion Form................................................................ 38 11 Appendix D – Template Contract .............................................................................................. 39 459 Page 4 Union County, North Carolina RFP 2026-071 Landscape Services 1 NOTICE OF ADVERTISEMENT Union County, North Carolina Request for Proposals No. 2026-071 Landscape Services Electronic proposals will be received by the Union County’s Procurement Department until 11:00 AM Local Time on June 15, 2026. Union County, North Carolina, through its Facilities & Fleet Management Department, is seeking proposals from qualified firms to provide comprehensive landscape maintenance services, including mowing, grounds maintenance, and related services, at various County-owned and operated facilities throughout Union County. Copies of the solicitation may be obtained from the locations listed below: 1. Download the Solicitation Documents from the Union County website: https://www.unioncountync.gov/departments/bids-procurement/current-bids 2. Download the Solicitation Documents from the State of North Carolina eVP website: https://evp.nc.gov/solicitations/ (Search County of Union) All questions about the meaning or intent of the RFP Documents are to be submitted in writing to the Procurement Representative listed on the cover page (corey.brooks@unioncountync.gov) no later than June 2, 2026, at 5:00 PM Local Time. Union County reserves the right to reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest. Union County reserves the right to award to multiple vendors. Offerors are required to comply with the non-collusion requirements set forth in the Solicitation Documents. Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses. --End of Advertisement-- 460 Page 5 Union County, North Carolina RFP 2026-071 Landscape Services 2 SUBMITTAL DETAILS 2.1 PROPOSAL SUBMISSION DEADLINE All Proposals are to be received electronically by the Union County Procurement Department no later than June 15, 2026, at 11:00 AM Local Time, per the instructions below. Any proposals received after this date and time shall be rejected without exception. 2.2 PROPOSAL SUBMISSION REQUIREMENTS The proposal must be submitted electronically using the following link: https://lfportal.unioncountync.gov/Forms/procurementsubmit. The proposal must be signed by a person who is authorized to bind the proposing Company. Instructions for preparing the proposal are provided herein. Select the solicitation drop down arrow and choose this RFP from the list. Complete the form, upload your proposal as one (1) complete document, and select submit. The maximum size accepted is 30 MB. A delivery notification email, from LF-Forms@co.union.nc.us, will be sent as your confirmation of receipt. Paper submissions and/or email submissions will not be accepted. There is no expressed or implied obligation for Union County to reimburse for any expenses incurred in preparing proposals in response to this request. Union County reserves the right to reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest, cancel this solicitation and award to multiple vendors. 2.3 PROPOSAL QUESTIONS Proposal questions will be due on or before June 2, 2026, at 5:00 PM Local Time. The primary purpose of this is to provide participating vendors with the opportunity to ask questions, in writing, related to the RFP. Submit questions by email to Corey Brooks at corey.brooks@unioncountync.gov by the deadline shown above. The email should identify the proposal number and title. All questions and answers may be posted as addenda on www.unioncountync.gov and https://evp.nc.gov/solicitations/. 2.4 PROPOSAL ADDENDUM Union County may modify the RFP prior to the date fixed for submission of proposals by the issuance of an addendum. Should an Offeror find discrepancies or omissions in this RFP, or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above. Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. 461 Page 6 Union County, North Carolina RFP 2026-071 Landscape Services Receipt of Addenda shall be acknowledged by the Offeror on Appendix C, Addendum and Anti-Collusion Form . 2.5 COMMUNICATION All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to this Request for Proposals must be made only through the Procurement Contact noted on the cover of this RFP. A violation of this provision is cause for the County to reject a Company’s proposal. No contact regarding this document with other County employees is permitted and may be grounds for disqualification. 3 INTRODUCTION 3.1 COUNTY Union County (estimated population 263,386) is located in the central, southern Piedmont region of North Carolina. The County provides its residents with a full range of services including public safety, water and wastewater utilities, human services, cultural and recreational programs, and general government administration. Union County owns, operates, and maintains multiple facilities and properties throughout the County, including administrative buildings, parks, public safety facilities, and support service locations. These facilities require consistent and professional landscape maintenance to ensure a safe, functional, and aesthetically pleasing environment for staff and the public. 3.2 PURPOSE Union County, North Carolina, through its Facilities & Fleet Management Department, is seeking proposals from qualified firms to provide comprehensive Landscape Services at various County-owned and operated facilities. The selected contractor shall be responsible for providing all labor, supervision, equipment, materials, and services necessary to maintain landscaped areas in a professional and well- maintained condition. Services shall include, but are not limited to, mowing, edging, pruning, fertilization, irrigation monitoring, seasonal maintenance, and general grounds upkeep. The intent of this solicitation is to establish a contract with a qualified firm capable of delivering consistent, high-quality landscape maintenance services that enhance the appearance, safety, and functionality of County facilities. 3.3 PROJECT BACKGROUND Union County currently maintains approximately 25 facilities and properties, with additional sites anticipated during the term of the contract. These locations vary in size, use, and landscape complexity, requiring a contractor capable of managing diverse service needs across multiple sites. 462 Page 7 Union County, North Carolina RFP 2026-071 Landscape Services The County’s existing landscape services contract is approaching expiration, and this solicitation is intended to establish a new contract that reflects current operational needs, service expectations, and industry best practices. The selected contractor will be expected to work closely with Facilities staff to ensure services are performed in accordance with County standards, respond to service requests in a timely manner, and maintain a high level of quality and accountability across all assigned locations. 4 SCOPE OF WORK 4.1 OVERVIEW Union County is seeking proposals from qualified contractors to provide comprehensive landscape maintenance services at various County-owned and operated facilities throughout Union County. The Contractor shall provide all labor, supervision, equipment, materials, tools, transportation, and incidentals necessary to perform landscape services in accordance with the requirements of this Request for Proposals. The intent of this contract is to maintain all landscaped areas in a safe, functional, and aesthetically pleasing condition that reflects positively on County operations and public-facing facilities. Services shall include, but are not limited to, mowing, edging, pruning, fertilization, irrigation monitoring, seasonal maintenance, and general grounds upkeep. The Contractor shall be responsible for maintaining all assigned properties in accordance with industry best practices and the specific requirements outlined herein. The County currently maintains approximately twenty-five (25) facilities and reserves the right to add or remove locations during the term of the contract. In the event of any ambiguity or discrepancy in the interpretation of this Scope of Work, the County’s determination shall govern. 4.2 CONTRACTOR REQUIREMENTS The Contractor shall meet the following minimum requirements: 1. Maintain all licenses required to perform the work, including but not limited to: • North Carolina Registered Landscape Contractor (if applicable) • North Carolina Pesticide Applicator License • North Carolina Irrigation Contractor License (if applicable) 2. Provide documentation of all required licenses prior to commencement of work. 3. Provide trained and qualified personnel capable of performing all services described in this RFP. 4. Provide all equipment necessary to perform services in a safe and efficient manner. 5. Perform all services in accordance with applicable federal, state, and local laws and regulations. 463 Page 8 Union County, North Carolina RFP 2026-071 Landscape Services 6. Maintain a professional appearance, including clearly identifiable uniforms and properly marked vehicles. 4.3 FACILITY MAINTENANCE CLEANUP The Contractor shall perform general grounds and facility cleanup services at all assigned County properties to maintain a clean, safe, and professional appearance. At a minimum, the Contractor shall perform the following services during each scheduled visit:. 1. Trash and Debris Removal • Remove all litter, trash, and debris from parking lots, sidewalks, driveways, landscaped areas, and entryways prior to performing other services. • This includes, but is not limited to, paper, plastic, cigarette butts, and other small debris. 2. Leaf and Organic Debris Removal • Remove leaves, branches, and other organic debris from turf areas, planting beds, walkways, and hard surfaces. • During the fall season, leaf removal shall be performed as frequently as necessary to prevent accumulation, turf damage, or an unkempt appearance. 3. Hard Surface Cleaning • Keep sidewalks, curbs, drive lanes, patios, and parking areas clear of debris. • Following mowing or maintenance activities, all hard surfaces shall be blown clean and free of grass clippings and debris. 4. General Site Appearance • Maintain all landscaped areas in a neat and orderly condition at all times. • Prevent buildup of debris in planting beds, turf areas, and along fence lines or structures. 5. Storm Debris • Removal of excessive debris resulting from storms or unusual events is not included in routine services and shall be considered an additional service, subject to County approval. Routine landscape services shall be performed at a minimum frequency of once per week unless otherwise approved by the County. Failure to maintain acceptable site conditions may result in required corrective action at no additional cost to the County. 4.4 LAWN MAINTENANCE (MOWING & EDGING) The Contractor shall provide routine lawn maintenance services at all assigned County properties to maintain a consistent, healthy, and well-manicured appearance. At a minimum, the Contractor shall perform the following services: 464 Page 9 Union County, North Carolina RFP 2026-071 Landscape Services 4.4.1 MOWING 1. Turf areas shall be mowed at intervals necessary to maintain a uniform and healthy appearance. 2. Hybrid tall fescue turf shall be maintained at a height of three (3) to four (4) inches, and shall not exceed five (5) to six (6) inches between mowing cycles. 3. Mowing frequency shall be adjusted based on seasonal growth conditions, with more frequent service during peak growing seasons. 4. Turf areas that cannot be safely mowed with standard equipment (e.g., steep slopes, drainage swales) shall be maintained using appropriate equipment such as string trimmers. 4.4.2 PRE-MOWING REQUIREMENTS 1. All trash, debris, and foreign materials shall be removed from turf areas prior to mowing. 2. Contractor shall inspect turf areas for hazards or obstructions and take appropriate precautions to prevent damage to property or injury. 4.4.3 EDGING AND TRIMMING 1. All sidewalks, curbs, driveways, buildings, planting beds, trees, fences, and other obstacles shall be trimmed and edged during each mowing cycle. 2. Edging shall maintain clean, defined lines between turf and adjacent hard surfaces or planting areas. 3. Mechanical edging shall be performed as needed to maintain bed definition and curb lines. 4.4.4 CLIPPING AND DEBRIS MANAGEMENT 1. Grass clippings shall be removed from all hard surfaces, including sidewalks, parking areas, and building entrances, immediately following mowing operations. 2. When mowing adjacent to buildings, vehicles, or pedestrian areas, Contractor shall use appropriate equipment (e.g., chute guards or bagging systems) to prevent discharge of debris. 3. Turf areas shall be left in a clean and uniform condition following each service visit. 4.4.5 EQUIPMENT STANDARDS 1. All mowing and edging equipment shall be properly maintained to ensure a clean, even cut. 2. Dull or improperly maintained equipment that results in tearing or damage to turf will not be permitted. 4.5 TURF MAINTENANCE (FERTILIZATION, AERATION, SEEDING, CHEMICALS) The Contractor shall provide comprehensive turf care services to promote healthy, sustainable, and visually consistent turf across all County properties. 465 Page 10 Union County, North Carolina RFP 2026-071 Landscape Services All turf maintenance practices shall be performed in accordance with industry best practices and applicable federal, state, and local regulations. 4.5.1 SOIL TESTING AND FERTILIZATION 1. Soil testing shall be performed annually for all turf areas to determine pH levels and nutrient requirements. 2. Fertilizer and lime applications shall be based on recommendations from the North Carolina Soil Testing Laboratory or equivalent. 3. The Contractor shall provide the County with: • Soil test results • Recommended treatment plans • Fertilization schedules 4. Fertilizer applications shall be performed at appropriate times throughout the year to promote turf health while minimizing environmental impact. 5. Any areas with a high content of common Bermuda or any other undesirable grasses will be treated by appropriate methods to ensure effective removal of unwanted grasses between late August and early September of every year. Treated areas shall then be repaired in mid-September as needed. 4.5.2 AERATION AND OVER-SEEDING 1. Turf areas shall be aerated and over-seeded annually during the fall season (typically September through early October). 2. Contractor shall: • Perform core aeration to promote root development • Apply a blend of hybrid tall fescue seed • Provide straw or equivalent ground cover in bare or heavily worn areas 3. Turf shall be maintained to support proper germination, including irrigation adjustments as needed. 4.5.3 CHEMICAL AND PEST MANAGEMENT The Contractor shall implement an Integrated Pest Management (IPM) approach for all turf and landscaped areas. 1. Cultural, mechanical, and biological control methods shall be utilized as the primary means of pest and weed control, with chemical applications used only when necessary. 2. The Contractor shall provide the County with a list of all proposed herbicides, pesticides, and fertilizers to be used under this contract for review and approval prior to application. 3. The Contractor shall provide a minimum of 24-hour advance notice to the County prior to any chemical application. 4. Pre-emergent herbicides shall be applied at appropriate times to control weed germination. 5. Broadleaf weeds and other undesirable vegetation shall be treated as necessary to maintain acceptable turf conditions. 466 Page 11 Union County, North Carolina RFP 2026-071 Landscape Services 6. All chemical applications shall comply with manufacturer recommendations and all applicable federal, state, and local regulations. 4.6 TREE, SHRUB, AND PLANT MAINTENANCE The Contractor shall provide comprehensive maintenance of all trees, shrubs, planting beds, and ornamental landscaping to ensure a healthy, well-maintained, and aesthetically pleasing appearance at all County facilities. All work shall be performed in accordance with accepted horticultural practices and industry standards. 4.6.1 PLANT BED MAINTENANCE 1. All planting beds shall be maintained free of weeds, debris, and unwanted vegetation. 2. Weed control shall be performed through manual removal and/or approved chemical treatments as necessary. 3. Mulch shall be applied to all planting beds twice annually, or as directed by the County. 4. Mulch material shall consist of approved products (e.g., double-hammered mulch or pine needles) and shall be installed at a consistent depth to maintain a clean, uniform appearance. 5. Contractor shall maintain proper bed definition and edging to clearly separate planting beds from turf areas. 6. Soil Testing: All plant bed areas will be soil tested within the first year of the agreement to insure proper pH levels and nutrient levels. Soil testing needs to be performed a minimum of every two years. County will receive a copy of all soil test reports. Plant bed areas shall also be monitored for insects and disease, and the Contractor shall use an integrated pest management approach that includes cultural, biological, and/or chemical methods as appropriate. 4.6.2 TREE MAINTENANCE 1. Trees shall be pruned as necessary to maintain health, structure, safety, and appearance. 2. Pruning shall include: • Removal of dead, damaged, or diseased branches • Removal of suckers and low-hanging limbs • Shaping to maintain natural form and structural integrity 3. Pruning shall be performed in accordance with seasonal best practices: • Deciduous trees: dormant season unless otherwise required • Broadleaf evergreens: late winter or early spring 4. All pruning shall follow proper horticultural techniques, including branch collar cutting methods. 467 Page 12 Union County, North Carolina RFP 2026-071 Landscape Services 5. Trees shall be fertilized in late winter or early spring using a slow-release fertilizer appropriate for tree health and soil conditions. If severe nutrient deficiencies are observed, supplemental treatment methods such as liquid injection may be required. a. Seasonal fertilization programs shall be implemented to support plant health, including periodic liquid fertilization during peak growing seasons as needed. 6. Individual trees located outside of planting beds shall be mulched with pine straw or other County-approved material two (2) times per year. 4.6.3 SHRUB MAINTENANCE 1. Shrubs shall be pruned as needed to: • Maintain shape and size • Encourage healthy growth and flowering • Prevent encroachment on structures, walkways, or signage 2. Pruning shall include removal of dead or damaged branches and general shaping for appearance. 3. Shrubs shall be fertilized in late winter or early spring using a slow-release fertilizer formulation appropriate for the plant type and seasonal conditions. 4.6.4 ANNUALS AND SEASONAL PLANTING 1. Seasonal plantings (annuals) shall be replaced twice annually, typically: • Fall planting: October 1 – November 1 • Spring planting: April 15 – May 15 2. Contractor shall submit proposed plant types and quantities to the County for approval prior to installation. 3. Plant materials shall meet minimum size requirements as specified by the County. a. Annual plant materials shall meet minimum size requirements of a 4-inch container (1801 flat tray) or as otherwise approved by the County. 4. Bed preparation shall include soil tilling, addition of organic matter, appropriate starter fertilizer, and other soil amendments necessary to promote plant establishment. Beds shall be mulched with County-approved mulch following planting. 5. Contractor shall maintain all seasonal plantings, including watering, fertilization, weed control, deadheading, insect and disease control, and general upkeep. Seasonal fertilization programs shall be implemented as needed, including periodic liquid fertilization during peak growing seasons. Plant materials shall be installed in a uniform and consistent manner, including proper spacing to ensure full bed coverage and a professional appearance. 4.6.5 PERENNIALS, GROUNDCOVERS, AND BULBS 1. Perennials and groundcovers shall be maintained to promote healthy growth and an attractive appearance. 2. Maintenance shall include: • Fertilization in early spring • Pruning and trimming as necessary 468 Page 13 Union County, North Carolina RFP 2026-071 Landscape Services • Removal of dead or unsightly growth 3. Seasonal cutbacks shall be performed at appropriate times based on plant type and condition. 4. Groundcovers shall be controlled to prevent overgrowth into adjacent areas. The County reserves the right to direct specific pruning, plant replacement, or bed enhancements as necessary to maintain desired aesthetic standards. 4.7 IRRIGATION The Contractor shall be responsible for monitoring, maintaining, and managing irrigation systems at all assigned County properties to support healthy landscape conditions while ensuring compliance with applicable regulations. 4.7.1 SYSTEM MONITORING AND OPERATION 1. The Contractor shall routinely monitor irrigation systems to ensure proper operation and adequate coverage for all landscaped areas. 2. Irrigation schedules shall be adjusted seasonally to promote plant health while avoiding overwatering or runoff. 3. The Contractor shall comply with all local, state, and regional water use restrictions, including drought conditions or mandatory conservation measures. 4. The Contractor shall be responsible for any fines or penalties resulting from failure to comply with applicable water restrictions. The Contractor shall make routine adjustments to irrigation systems as necessary to ensure proper coverage, efficiency, and alignment with seasonal conditions. 4.7.2 REPAIRS AND MAINTENANCE 1. The Contractor shall identify and promptly report any irrigation system deficiencies, malfunctions, or damage to the County. 2. Repairs not caused by the Contractor shall: • Be documented • Submitted to the County with recommended corrective actions and cost estimates • Be performed only upon County approval 3. Approved repairs shall be billed as an additional service outside of the base contract cost. 4.7.3 DAMAGE RESPONSIBILITY 1. The Contractor shall be fully responsible for the repair of any irrigation system damage caused by its employees, subcontractors, or equipment. 2. The Contractor shall: • Immediately notify the County of any damage • Coordinate and complete repairs in a timely manner • Perform all repairs at no cost to the County 469 Page 14 Union County, North Carolina RFP 2026-071 Landscape Services 4.7.4 SEASONAL SYSTEM MANAGEMENT 1. The Contractor shall be responsible for: • Winterizing irrigation systems prior to freezing conditions • Activating, testing, and adjusting systems at the start of each growing season 2. Systems shall be inspected to ensure proper function, including: • Spray patterns • Coverage • Leaks or damaged components The Contractor shall not perform any non-emergency repairs without prior written authorization from the County. 4.8 SPECIAL FACILITY REQUIREMENTS Certain County facilities require additional or modified landscape services beyond standard maintenance. The Contractor shall provide the following services at designated locations, as applicable. 4.8.1 FAIRVIEW EMS AND SIMILAR FACILITES 1. Turf areas shall be maintained to ensure a consistently neat and professional appearance during the growing season. 2. Mowing frequency shall be adjusted as necessary based on seasonal growth conditions and site visibility requirements. 3. Turf areas around walkways, hardscape features, signage, and other obstacles shall be maintained using appropriate equipment, including string trimming. 4. All hard surfaces shall be kept free of debris, clippings, and landscape material during each service visit. 5. Seasonal color bed maintenance to include pinching back, manual weed removal, and separation of plant types when applicable. 6. Weed control shall be maintained in expansion joints, curb lines, paver areas, drive lanes, and other hardscape features using approved herbicide or pre-emergent applications as necessary. 4.8.2 UNION COUNTY CEMETERY 1. Maintenance services shall be performed quarterly (four times per year) or as otherwise directed by the County. 2. Services shall include: • Removal of sucker growth from trees • Cutting of weedy vegetation • Treatment of regrowth using approved herbicides 3. All work shall be performed with care to avoid damage to grave markers, monuments, and surrounding areas. 4. Hand tools shall be used where necessary to minimize risk of damage. 470 Page 15 Union County, North Carolina RFP 2026-071 Landscape Services 4.8.3 SHERIFF’S OFFICE TRAINING CENTER 1. The Contractor shall provide bi-weekly mowing of septic areas and fence lines. 2. Services shall be performed in a manner that maintains safe and accessible conditions while preserving the integrity of the site. 4.8.4 UNION COUNTY RECYCLING SITES 1. All turf areas inside fenced areas and at road frontage will be maintained on a bi- weekly basis. Turf areas will be mowed during the active growing season, except when affected by weather conditions, and as needed during the dormant season. Turf in areas around walkways, hardscape features, site fixtures or other obstacles will be maintained using a string trimmer. Turf areas that cannot be mowed safely (i.e. swales, slopes, etc) will be maintained using a string trimmer. Landscape beds at Goldmine facility will be treated for weeds once per month. 4.8.4 ADDITIONAL SITE-SPECIFIC REQUIREMENTS The County reserves the right to identify additional site-specific service requirements during the term of the contract. The Contractor shall accommodate such requirements as directed by the County. 4.9 SNOW & ICE REMOVAL Snow and ice removal services shall be provided by the Contractor as requested by the County and shall not be considered part of routine landscape maintenance services unless otherwise specified. 4.9.1 SCOPE OF SERVICES 1. Upon request, the Contractor shall provide snow and ice removal services for: • Parking areas • Driveways • Sidewalks • Building entrances 2. Services shall be performed in a timely manner to maintain safe access for County staff and the public. 3. The Contractor shall utilize appropriate equipment and methods to effectively remove snow and ice without causing damage to County property. 4.9.2 MATERIALS AND METHODS 1. The Contractor shall use only County-approved de-icing materials. 2. The use of unapproved materials that result in damage to surfaces, landscaping, or infrastructure shall be the responsibility of the Contractor. 3. The Contractor shall be responsible for the repair or replacement of any damage caused by improper materials or application methods. 471 Page 16 Union County, North Carolina RFP 2026-071 Landscape Services 4.9.3 E XCLUSIONS 1. Snow and ice removal services are not required at designated park facilities unless specifically requested by the County. 4.9.4 COMPENSATION 1. Snow and ice removal services shall be compensated on a time and materials basis or as otherwise defined in the Cost Proposal. 2. Rates for equipment, labor, and materials shall be clearly identified in the Contractor’s submitted pricing. 4.10 PERFORMANCE STANDARDS The Contractor shall be responsible for proactively identifying and addressing conditions that do not meet these standards without requiring direction from the County. The Contractor shall perform all services in a manner that maintains a consistently high level of quality, safety, and appearance across all County properties. The following performance standards shall apply to all work performed under this contract. 4.10.1 GENGERAL EXPECTATIONS 1. All services shall be performed in accordance with industry best practices and the requirements outlined in this RFP. 2. All properties shall be maintained in a clean, safe, and well-maintained condition at all times. 3. Work shall be performed in a manner that minimizes disruption to County operations and the public. 4.10.2 APPEARANCE STANDARDS 1. Turf areas shall be: • Evenly cut • Free of excessive clippings, weeds, and debris • Maintained at specified heights 2. Planting beds shall be: • Free of weeds and unwanted vegetation • Clearly defined and properly edged • Uniformly mulched 3. Trees and shrubs shall be: • Properly pruned • Free of dead or damaged limbs • Maintained to prevent obstruction of walkways, signage, and structures 4. Hard surfaces shall be: • Clean and free of debris, clippings, and soil • Maintained in a safe condition for pedestrian and vehicle use 472 Page 17 Union County, North Carolina RFP 2026-071 Landscape Services 4.10.3 TIMELINESS OF SERVICES 1. Routine services shall be performed in accordance with agreed-upon schedules. 2. Service frequency shall be adjusted as necessary to maintain acceptable site conditions based on seasonal growth and weather conditions. 3. The Contractor shall respond to County requests, complaints, or identified deficiencies within three (3) business days, unless otherwise directed. 4.10.4 STAFFING AND SUPERVISION 1. The Contractor shall provide adequate staffing levels to meet all service requirements. 2. A designated point of contact shall be available for coordination with the County. 3. Contractor personnel shall be properly trained and supervised at all times. 4.10.5 SAFETY AND PROTECTION OF PROPERTY 1. The Contractor shall perform all work in a safe manner and in compliance with applicable safety regulations. 2. The Contractor shall take all necessary precautions to prevent damage to: • Buildings • Vehicles • Utilities • Landscaping and infrastructure 3. Any damage caused by the Contractor shall be reported immediately and repaired at no cost to the County. 4.10.6 QUALITY ASSURANCE 1. The Contractor shall implement a quality control process to ensure all work meets the requirements of this contract. 2. The County reserves the right to inspect all work and determine compliance with performance standards. Failure to meet performance standards may result in required corrective action, withholding of payment, or termination of the contract in accordance with County policies. 4.11 INSPECTION AND DEFICIENCY CORRECTION The County reserves the right to inspect all work performed under this contract to ensure compliance with the requirements and performance standards outlined in this RFP. 4.11.1 INSPECTIONS 1. County representatives may conduct routine or random inspections of any property at any time. 2. Inspections may include evaluation of: • Turf condition • Planting beds 473 Page 18 Union County, North Carolina RFP 2026-071 Landscape Services • Tree and shrub maintenance • Cleanliness of site • Overall appearance and safety 3. The Contractor shall cooperate fully with County staff during inspections and provide access to all work areas as needed. 4.11.2 DEFICIENCY NOTIFICATION 1. If the County determines that services do not meet the requirements of this contract, the County will notify the Contractor of the deficiency. 2. Notification may be provided verbally or in writing and will identify the specific issue(s) requiring correction. 4.11.3 REPEATED DEFICIENCIES 1. Repeated failure to meet performance standards or correct deficiencies may be considered a breach of contract. 2. The County reserves the right to take further action, including termination of the contract, in accordance with applicable policies and contract terms. 4.11.4 CORRECTION OF DEFICIENCIES 1. The Contractor shall correct all identified deficiencies within two (2) business days, unless otherwise directed by the County. 2. All corrective work shall be performed at no additional cost to the County. 3. Failure to correct deficiencies within the required timeframe may result in: • The County performing or contracting the work and back-charging the Contractor • Withholding of payment • Additional corrective action as permitted under the contract 4.12 PROPERTY LOCATIONS FACILITY ADDRESS AGRICULTURAL CENTER 3230 PRESSON ROAD, MONROE, NC ANIMAL SHELTER 3340 PRESSON RD, MONROE NC ARMFIELD RECYCLING CENTER 5109 ARMFIELD MILL ROAD, MONROE, NC EMERGENCY SERVICES CENTER 2258 CONCORD AVE, MONROE, NC 474 Page 19 Union County, North Carolina RFP 2026-071 Landscape Services EVENT CENTER AT JESSE HELMS PARK 307 CULTIVATION CIRCLE, MONROE, NC FAIRVIEW EMS 7402 CONCORD HWY, MONROE, NC FARMERS MARKET 805 SKYWAY DR., MONROE, NC FIRING RANGE 1424 MILLS HARRIS RD., WINGATE, NC SHERIFF’S OFFICE TRAINING CENTER 1424 MILLS HARRIS RD., WINGATE, NC GOLDMINE RD RECYCLING CENTER 4600 GOLDMINE RD, MONROE NC GOVERNMENT CENTER 500 N. MAIN ST., MONROE, NC GROUP HOME 600 HONEYSUCKLE LN, MONROE, NC HEALTH & HUMAN SERVICES 2330 CONCORD AVENUE, MONROE, NC HISTORIC COURTHOUSE 300 N. MAIN ST., MONROE, NC HISTORIC POST OFFICE 407 N. MAIN ST., MONROE, NC JUDICIAL CENTER 400 N. MAIN ST., MONROE, NC 475 Page 20 Union County, North Carolina RFP 2026-071 Landscape Services LOIS MORGAN EDWARDS LIBRARY 414 HASTY ST., MARSHVILLE, NC MAIN LIBRARY/BOARD OF ELECTIONS 316 E. WINDSOR ST., MONROE, NC PARKWOOD RECYCLING CENTER 3214 PARKWOOD SCHOOL RD, MONROE, NC PATTON AVENUE COMPLEX: COUNTY GARAGE 610A PATTON AVENUE, MONROE, NC INSTALL SHOP 610A PATTON AVENUE, MONROE, NC TIRE SHOP 610A PATTON AVENUE, MONROE, NC PIEDMONT RECYCLING CENTER 3005 LOVE MILL RD, MONROE, NC PROGRESS BUILDING 1407 AIRPORT RD., MONROE, NC PUBLIC SCHOOL ADMIN. BUILDING 400 N. CHURCH ST., MONROE, NC PUBLIC WORKS OPERATIONS CENTER COMPLEX: ADMINISTRATION BUILDING 4600A GOLDMINE RD., MONROE, NC EQUIPMENT BUILDING 4600A GOLDMINE RD., MONROE, NC SHOPS BUILDING 4600A GOLDMINE RD., MONROE, NC STORAGE BUILDING 4600A GOLDMINE RD., MONROE, NC WAREHOUSE BUILDING 4600A GOLDMINE RD., MONROE, NC 476 Page 21 Union County, North Carolina RFP 2026-071 Landscape Services SHERIFF’S OFFICE 3344 PRESSON RD, MONROE NC SOUTHWEST REGIONAL LIBRARY 1720 CUTHBERTSON RD, WAXHAW, NC UNION COUNTY CEMETERY ADJACENT TO 506 CRESTHAVEN DR, MONROE, NC UNION WEST LIBRARY 123 UNIONVILLE-INDIAN TRAIL RD., INDIAN TRAIL, NC WHITE STORE RECYCLING CENTER 4517 WHITE STORE RD, WINGATE, NC 5 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS 5.1 TERMS OF SUBMISSION All material received from a person or company (“Offeror”) in response to this solicitation shall become the property of Union County and will not be returned to the Offeror. Any and all costs incurred by an Offeror in preparing, submitting, or presenting submissions are the Offeror’s sole responsibility and Union County shall not reimburse the Offeror. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law. Any material in a response which the Offeror considers a trade secret and exempt from disclosure as a public record under applicable law, including N.C.G.S. §§ 132-1.2 and 66-152, must be properly designated as a trade secret. In order to properly designate such material, the Offeror must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret – Confidential and Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on each page of the materials therein which contain trade secrets. To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Offeror understands and agrees by submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Offeror’s materials which was properly labeled by the Offeror as a trade secret, Union County will notify the Offeror of the request and the date that such materials will be released to the requestor unless the Offeror obtains a court order enjoining that 477 Page 22 Union County, North Carolina RFP 2026-071 Landscape Services disclosure. If the Offeror fails to obtain the court order enjoining disclosure prior to that date, Offeror understands and agrees that Union County will release the requested information to the requestor on that date. Furthermore, the Offeror also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Offeror. 5.2 DUPLICATE PROPOSALS No more than one (1) proposal from any Offeror will be considered by the County. In the event multiple proposals are submitted in violation of this provision, the County will have the right to determine which proposal will be considered, or at its sole option, reject all such multiple proposals. 5.3 PROPOSAL FORMAT The County desires all responses to be identical in format. While the County’s format may represent a departure from the Offeror’s preference, the County requests adherence to the format. All responses are to be in the format described below. Offerors should prepare their proposals in accordance with the instructions outlined in this section. Each Offeror is required to submit the proposal electronically – Refer to Section 2.2. Each section should be identified as described below. Proposals should be prepared as simply as possible and provide a straightforward, concise description of the proposer’s capabilities to satisfy the requirements of the RFP. The successful Offeror’s proposal must include all responses to the requirements contained within this RFP and all appendices (if applicable) must be completed in their entirety. The utmost attention should be given to accuracy, completeness, and clarity of content. All parts, pages, figures, or tables should be numbered and clearly labeled. Response information should be limited to pertinent information only. Marketing and sales type information is not to be included. The total length of the submittal, including cover letter, should be no more than 25 single - sided pages. Submittals should be on 8 ½” x 11" paper with an 11-point minimum text size; special graphics may be included on 11” x 17” paper with an 11-point minimum text size, if necessary. These special graphics pages will count toward the 25-page limit. The 11 -point minimum text size does not apply to graphics, captions, tables, or figures, and there is no specific font style required. Key personnel resumes may also be provided as an appendix to the document and will not count against the page limit. Covers, section acknowledgements, and the required forms, do not count against the page limit. The RFP should include a response to each of the following criteria. Failure to address each area could result in rejection of a proposal. Please pro vide a table of contents in the format 478 Page 23 Union County, North Carolina RFP 2026-071 Landscape Services of the proposal requirements along with tabs identifying each section and subsection. Include examples of procedures, reports, or other information where applicable The proposal should be organized and identified by sections as follows: • Section A – Cover Letter • Section B – Project Team • Section C – Project Experience • Section D – Project Management, Approach and Quality Control • Section E – References • Section F – Cost Proposal o Appendix A – Cost Proposal (completed); submit with Proposal • Section G – Required Forms  Appendix B – Proposal Submission (signed)  Appendix C – Addenda Receipt and Anti-Collusion (signed) Ther e are eight (8) Sections to this proposal. The instructions for each Section are outlined below. Omissions and incomplete answers may be deemed unresponsive. 5.3.1 SECTION A – COVER LETTER The proposal must include a cover letter attesting to its accuracy and signed by an individual authorized to execute binding legal documents on behalf of the Offeror. Include the following: • Legal company name and DBA (if applicable). • Company address, telephone number and website address. • Location providing service, address, and telephone number. • Name of single point of contact, title, direct telephone number and/or extension, and email address. • Name of person with binding authority, title, address, direct telephone number and/or extension, and email address. • Stipulate that the proposal price will be valid for a period of 120 days. • Make the following representations and warranty in the cover letter, the falsity of which might result in rejection of its proposal: “The information contained in this proposal or any part thereof, including any exhibits, schedules, and other documents and instruments delivered or to be delivered to the County, is true, accurate, and complete. This proposal includes all information necessary to ensure that the statements therein do not in whole or in part mislead the County as to any material facts.” 5.3.2 SECTION B – PROJECT TEAM Provide a detailed description of the team that will be assigned to perform the services under this contract. Include: • Organizational chart identifying key personnel • Project Manager / primary point of contact 479 Page 24 Union County, North Carolina RFP 2026-071 Landscape Services • Field supervisors and crew structure • Relevant experience of key personnel in landscape maintenance • Professional licenses or certifications (pesticide, irrigation, etc.) • Years of experience with the firm • Estimated availability and level of involvement 5.3.3 SECTION C – PROJECT EXPERIENCE Provide a minimum of five (5) representative projects demonstrating the firm’s experience providing landscape maintenance services for government, commercial, or institutional clients. Include: • Client name and contact information • Description of services provided • Size and complexity of sites • Duration of contract • Annual contract value (if available) Additionally, describe the firm’s experience managing multi-site contracts and maintaining consistent service quality across multiple locations. Dispute Disclosure: Disclose any litigation, claims, or disputes within the past five (5) years related to service delivery. 5.3.4 SECTION D – PROJECT APPROACH AND QUALITY CONTROL Provide a detailed description of the firm’s approach to delivering landscape maintenance services, including: • Service scheduling and frequency management • Quality control and inspection processes • Staffing and crew management • Equipment and technology used • Communication with County staff • Approach to handling service requests and deficiencies • Safety practices and procedures Describe how the firm ensures consistent service quality across multiple sites. 5.3.5 SECTION E – REFERENCES Provide, at a minimum, five (5) comparable clients with whom your firm has an established relationship similar to the Scope of Work outlined in this RFP and one former client that stopped doing business with you and include the following: 480 Page 25 Union County, North Carolina RFP 2026-071 Landscape Services • Company/Government Entity • Contact Name and Title • Address • Direct Phone Number • Email Address • Length of Relationship 5.3.6 SECTION F – COST PROPOSAL The Offeror shall submit a completed Appendix A – Cost Proposal Form as part of its proposal. Pricing shall include: • Annual cost per site as identified in Appendix A • Any additional services or optional pricing (if applicable) • Hourly rates for additional services (if applicable) All pricing shall be fully inclusive of all labor, supervision, equipment, materials, transportation, and overhead required to perform the services described in this RFP. No additional charges will be accepted unless specifically identified in the Cost Proposal or approved in advance by the County. 5.3.7 SECTION G – REQUIRED SIGNATURE FORMS Offerors must include completed copies of the following documents: o Appendix A – Cost Proposal (completed); submit with proposal o Appendix B – Proposal Submission Form (signed) o Appendix C – Addenda Receipt and Anti-Collusion (signed) 6 EVALUATION CRITERIA AND SELECTION PROCESS 6.1 SELECTION PARTICIPANTS 1. Maintaining the integrity of the RFP process is of paramount importance for the County. To this end, please do not contact any members of Union County or its staff regarding the subject matter of this RFP until a selection has been made, other than the County’s designated contact person identified in the introduction to this RFP. 2. Representatives of Union County will read, review, and evaluate the RFP independently based on the evaluation criteria. Union County reserves the right to conduct interviews with a shortlist of selected Offerors. Failure to abide by this requirement shall be grounds for disqualification from this selection process. 3. The Owner will establish an RFP Evaluation Team to review and evaluate the RFPs. The RFP Evaluation Team will evaluate the RFPs independently in accordance with the published evaluation criteria. Union County reserves the right to conduct interviews with a shortlist of selected Offerors. 481 Page 26 Union County, North Carolina RFP 2026-071 Landscape Services 4. At its sole discretion, the Owner may ask written questions of Offerors, seek written clarification, and conduct discussions with Offerors on the RFPs. 5. The County reserves the right to determine the suitability of proposals on the basis of a proposal meeting scope and submittal criteria listed in the RFP. Evaluation criteria and other relevant RFP information will be used to assist in determining the finalist Vendor. 6.2 EVALUATION SELECTION PROCESS A weighted analysis of the evaluation criteria will be utilized to determine the Vendor that represents the best value solution for the County. In the evaluation and scoring/ranking of Offerors, the Owner will consider the information submitted in the RFP as well as the meetings (if applicable) with the respect to the evaluation criteria set forth in the RFP. The initial evaluation criteria/factors and relative weights listed below will be used to recommend selection of the Proposed Offeror or for the purpose of selecting Short-Listed Offerors. The County may choose to award without engaging in interview discussions. RFP Criteria Weights Project Team & Qualifications Qualifications, certifications, and experience of key personnel, including project manager, supervisors, and field crews. 30% Relevant Project Experience & Past Performance Experience with similar multi-site landscape maintenance contracts, particularly for government or institutional clients. Includes reliability, consistency, and client satisfaction. 25% Project Approach and Quality Control Understanding of the scope, service delivery approach, scheduling, quality control measures, staffing plan, and ability to maintain consistent service across multiple locations. 25% Cost Proposal 20% After identification of Short-Listed Offerors, the County may or may not decide to invite Short- Listed firms to interview. If interviews are scheduled with the Short-Listed Offerors, previous evaluation and rankings are not carried forward. For the purpose of selecting a Preferred Offeror, the evaluation criteria will be given the following relative weights: 482 Page 27 Union County, North Carolina RFP 2026-071 Landscape Services Interview Criteria Weights Proposed Approach, Implementation and Staff 70% Price, Quality and Relevance of Interview as it Relates to the Scope of the RFP 30% Additional meetings may be held to clarify issues or to address comments, as deemed appropriate. Proposers will be notified in advance of the time and format of such meetings. 6.3 AWARD PROCEDURE The County reserves the right to make an award without further discussion of the proposals received. Therefore, it is important that the proposal be submitted initially on the most favorable terms. It is understood that any proposal submitted will become part of the public record. The County reserves the right to award to multiple vendors. Union County (UC) reserves the right to reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest. A proposal may be rejected if it is incomplete. Union County may reject any or all proposals and may waive any immaterial deviation in a proposal. The County may accept that proposal that best serves its needs, as determined by County officials in their sole discretion. More than one proposal from an individual, firm, partnership, corporation or association under the same or different names, will not be considered. County may select and enter into negotiations with the next most advantageous Offeror if negotiations with the initially chosen Offeror are not successful. The award document will be a Contract incorporating, by reference, all the requirements, terms and conditions of the solicitation and the Offeror’s proposal as negotiated. The County reserves the right to award to the Offeror whose proposal is determined to be the most advantageous to the County, taking into consideration all evaluation factors. 483 Page 28 Union County, North Carolina RFP 2026-071 Landscape Services 7 GENERAL CONDITIONS AND REQUIREMENTS 7.1 TERMS AND CONDITIONS The contract award may have an initial term of three (3) years with two (2) one-year renewal options at the County’s discretion, pending annual budget approval. By mutual agreement, any contract which may be awarded pursuant to this RFP, may be renewed in accordance with the description above at agreed prices with all other terms and conditions remaining the same. All payroll taxes, liability and worker’s compensation are the sole responsibility of the Offeror. The Offeror understands that an employer/employee relationship does not exist under this contract. All proposals submitted in response to this request shall become the property of Union County and as such, may be subject to public review. Union County has the right to reject any or all proposals, to engage in further negotiations with any Company submitting a proposal, and/or to request additional information or clarification. The County is not obligated to accept the lowest cost proposal. The County may accept that proposal that best serves its needs, as determined by County officials in their sole discretion. 7.2 CONTRACTUAL OBLIGATIONS The contents of this Proposal and the commitments set forth in the Proposal shall be considered contractual obligations if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service. 7.3 SUB-OFFEROR/PARTNER DISCLOSURE A single Company may propose the entire solution. If the proposal by any Company requires the use of sub-consultants, partners, and/or third-party products or services, this must be clearly stated in the proposal. The Company submitting the proposal shall remain solely responsible for the performance of all work, including work that is done by sub-consultants. 7.4 EXCEPTION TO THE RFP An “exception” is defined as the Offeror’s inability or unwillingness to meet a term, condition, specification, or requirement in the manner specified in the RFP. All exceptions taken must be identified and explained in writing and must specifically reference the relevant section(s) of this RFP. Other than exceptions that are stated in compliance with this Section, each proposal shall be deemed to agree to comply with all terms, conditions, specifications, and requirements of this RFP. If the Offeror provides an alternate solution when taking an exception to a requirement, the benefits of this alternate solution and impact, if any, on any part of the remainder of the Offeror’s solution, must be described in detail. 484 Page 29 Union County, North Carolina RFP 2026-071 Landscape Services 7.5 MODIFICATION OR WITHDRAWAL OF PROPOSAL Prior to the scheduled closing time for receiving proposals, any Offeror may withdraw their proposal. After the scheduled closing time for receiving proposals, no proposal may be withdrawn for 120 days. Only written requests for the modification or correction of a previously submitted proposal that are addressed in the same manner as proposals and are received by the County prior to the closing time for receiving proposals will be accepted. 7.6 EQUAL EMPLOYMENT OPPORTUNITY All Offerors will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age. 7.7 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent with this policy, Union County will not allow any person or business to be excluded from participation in, denied the benefits of, or otherwise be discriminated against in connection with the award and performance of any contract because of sex, race, religion, or national origin. 7.8 LICENSES The successful Firm(s) shall have and maintain a valid and appropriate business license (if applicable), meet all local, state, and federal codes, and have current all required local, state, and federal licenses. 7.9 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. Offeror/Firm shall ensure that Offeror and any Sub-Consultant performing work under this contract: (a) uses E- Verify if required to do so; and (ii) otherwise complies with applicable law. 7.10 DRUG-FREE WORKPLACE During the performance of this Request, the Offeror agrees to provide a drug-free workplace for his employees; post in conspicuous places, available to employees and applicants for employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions that will be taken against employees for violations of such prohibition; and state in all solicitations or advertisements for employees placed by or on behalf of the firm that the Offeror maintains a drug-free workplace. 485 Page 30 Union County, North Carolina RFP 2026-071 Landscape Services For the purposes of this section, “drug-free workplace” means a site for the performance of work done in connection with a specific contract awarded to a Service Provider/Firm in accordance with this chapter, the employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled substance or marijuana during the performance of the Request. 7.11 INSURANCE One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best. A. WORKERS’ COMPENSATION (for any agreement unless otherwise waived by the Risk Manager) Statutory limits (where Contractor has three or more employees) covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY (for any agreement unless otherwise waived by the Risk Manager) Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit $5,000 Medical Expense Limit C. COMMERCIAL AUTOMOBILE LIABILITY (for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement) $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY (for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etic) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. 486 Page 31 Union County, North Carolina RFP 2026-071 Landscape Services E. POLLUTION LIABILITY INSURANCE (for any agreement involving the clean -up or transportation of pollutants) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) (for any agreement involving software applications) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Technology Errors & Omissions Insurance for a period of two (2) years following termination of the Agreement. G. Builder’s Risk (for any agreement involving above ground construction projects) Amount of Contract ADDITIONAL INSURANCE REQUIREMENTS A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any 487 Page 32 Union County, North Carolina RFP 2026-071 Landscape Services insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Union County Risk Manager 500 N. Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 7.12 INDEMNIFICATION Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. --Intentionally Left Blank— 488 Page 33 Union County, North Carolina RFP 2026-071 Landscape Services 8 APPENDIX A – COST PROPO SAL RFP 2026-071 Landscape Services SUBMIT WITH PROPOSAL Company Name: _______________________________________________ 8.1 BASE ANNUAL COST PER SITE Appendix A – Cost Proposal (Part 1: Base Services) Facility Annual Cost Agricultural Center $ Animal Shelter $ Armfield Recycling Center $ Emergency Services Center $ Event Center at Jesse Helms Park $ Fairview EMS $ Farmers Market $ Firing Range $ Sheriff’s Office Training Center $ Goldmine Rd Recycling Center $ Government Center $ Group Home $ Health & Human Services $ Historic Courthouse $ Historic Post Office $ Judicial Center $ 489 Page 34 Union County, North Carolina RFP 2026-071 Landscape Services Facility Annual Cost Lois Morgan Edwards Library $ Main Library / Board of Elections $ Parkwood Recycling Center $ Patton Avenue Complex $ Piedmont Recycling Center $ Progress Building $ Public School Admin Building $ Public Works Operations Center $ Sheriff’s Office $ Southwest Regional Library $ Union County Cemetery $ Union West Library $ White Store Recycling Center $ Total Annual Cost: $ NOTE: In the event there is a disparity between per property annual cost and the extended total cost, per property annual costs shall prevail. The base annual cost shall include all routine landscape maintenance services as described in Section 4 of this RFP, including mowing, edging, pruning, fertilization, irrigation monitoring, seasonal maintenance, and general grounds upkeep. 490 Page 35 Union County, North Carolina RFP 2026-071 Landscape Services 8.2 ADDITIONAL SERVICES Appendix A – Cost Proposal (Part 2: Additional Services) Service Unit Unit Cost Mulch Installation Per Cubic Yard $ Pine Needle Installation Per Bale $ Plant Replacement (Annuals) Per Unit $ Plant Replacement (Shrubs) Per Unit $ Tree Installation Per Unit $ Bed Preparation / Replanting Per Hour or SF $ Irrigation Repair Labor Per Hour $ Irrigation Materials At Cost + % Markup % Turf Repair / Sod Installation Per SF $ Aeration / Overseeding (Additional) Per SF or Acre $ Storm Cleanup Per Hour $ Debris Hauling Per Load $ 8.3 SNOW & ICE Appendix A – Cost Proposal (Part 3: Snow & Ice Removal) Service Unit Cost Snow Removal (Plow) Per Hour $ Snow Removal (Power Broom) Per Hour $ Skid Steer w/ Operator Per Hour $ Sidewalk Hand Removal Per Hour $ 491 Page 36 Union County, North Carolina RFP 2026-071 Landscape Services Service Unit Cost Ice Melt Material Per Ton / Bag $ 8.4 OTHER FEES Other Fees / Charges (if any) Description Cost $ $ 492 Page 37 Union County, North Carolina RFP 2026-071 Landscape Services 9 APPENDIX B – PROPOSAL SUBMISSION FORM RFP 2026-071 Landscape Services SUBMIT WITH PROPOSAL This Proposal is submitted by: Company Legal Name: Representative Name: Representative Signature: Representative Title: Address: City/State/Zip: Email Address: Phone Number: Website Address: It is understood that Union County reserves the right to reject any and all proposals, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and resubmit this project. Proposal is valid for 120 calendar days from the Proposal due date and is submitted by an executive of the company that has authority to contract with Union County, NC. Name: Title: Signature: Date: 493 Page 38 Union County, North Carolina RFP 2026-071 Landscape Services 10 APPENDIX C – ADDENDUM AND ANTI-COLLUSION FORM RFP 2026-071 Landscape Services SUBMIT WITH PROPOSAL Please acknowledge receipt of all addenda by including this form with your Proposal. Any questions or changes received will be posted as an addendum on www.co.union.nc.us and/or www.ips.state.nc.us. It is your responsibility to check for this information. Addendum No. Date Downloaded I certify that this proposal is made in good faith and without collusion with any other offeror or officer or employee of Union County. Company Name: Name: Title: Email Address: Signature: Date: 494 Page 39 Union County, North Carolina RFP 2026-071 Landscape Services 11 APPENDIX D – TEMPLATE CONTRACT RFP 2026-071 Landscape Services DO NOT SUBMIT WITH PROPOSAL 495 Simple Services (Updated 02.06.24) 1 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 North Main Street, Monroe, NC 28112, hereinafter “Union,” and [Contractor’s full legal name], a [type of business (corporation, limited liability company, etc.) and state where incorporated], whose address is ____________________________________, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Union desires that Contractor perform certain [briefly describe services here] services; and WHEREAS, Contractor is willing to perform such services as described in this Agreement. 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. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in the attached Scope of Work [or, if the full RFP is to be attached as the scope of work, state the RFP number and full RFP title], which is incorporated herein by reference (hereinafter the “Services”), in accordance with the terms of this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor [insert payment amount or rate] for performance of the Services. Contractor shall invoice Union on a monthly basis for Services performed, or upon such other schedule as may be agreed upon by the parties. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Division. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of [insert agreement time length] (the “Initial Term”). [The following sentence to be used only if renewals might be needed or desired, and then only if the RFP lists the possible number of renewals. If the contract is just for a single term, this sentence may be deleted.] Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to ____[number of possible additional terms, as stated in the RFP] additional ___[number of years in each renewal term]-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall be paid for services performed to the date of notification of termination by Union. 4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the 496 Simple Services (Updated 02.06.24) 2 “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated herein by reference. 6. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold Union, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or 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 this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 7. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has complied with all federal, state and local laws regarding business permits, certificates, and licenses that may be required to carry out the work to be performed under this Agreement. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no 497 Simple Services (Updated 02.06.24) 3 assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 14. NON-WAIVER. The failure of either party to exercise any of its rights under this agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any subsequent breach. 15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this agreement shall be given in writing and shall be delivered either by hand to the party or by certified mail, return receipt requested, to the party at the party’s address stated herein. Any party may change its address stated herein by giving notice of the change in accordance with this paragraph. 16. APPLICABLE LAW AND JURISDICTION. 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. 17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions, terms, warranties, understandings or other agreements pertaining thereto which have not been incorporated herein. This Agreement may be modified only by written instrument duly executed by both parties, or their respective successors in interest. 18. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. 19. AUTHORITY. Each party warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each party 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. 20. 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. Contractor shall ensure that Contractor 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. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. [Signatures follow on the next page.] 498 Simple Services (Updated 02.06.24) 4 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY By: (SEAL) Brian W. Matthews, County Manager [CONTRACTOR’S FULL LEGAL NAME] By: (SEAL) 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 499 Simple Services (Updated 02.06.24) 5 Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 500 Simple Services (Updated 02.06.24) 6 F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Contractor shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ 501 Simple Services (Updated 02.06.24) 7 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 502 Request for Proposals 2026-071 Landscape Services ADDENDUM No. 1 ISSUE DATE: May 20, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 503 Page 2 of 2 Union County, North Carolina Addendum No. 1, RFP 2026-071 Landscape Services Add/Delete/Replace Section 1.Section 5.3.6 Section F – Cost Proposal Remove: The Offeror shall submit a completed Appendix A – Cost Proposal Form as part of its proposal. Pricing shall include: • Annual cost per site as identified in Appendix A • Any additional services or optional pricing (if applicable) • Hourly rates for additional services (if applicable) All pricing shall be fully inclusive of all labor, supervision, equipment, materials, transportation, and overhead required to perform the services described in this RFP. No additional charges will be accepted unless specifically identified in the Cost Proposal or approved in advance by the County. Replace with: The Offeror shall submit a completed Appendix A – Addendum #1 Cost Proposal Form as part of its proposal. Pricing shall include: •Annual cost per site as identified in Appendix A •Snow and ice removal pricing (if applicable) All pricing shall be fully inclusive of all labor, supervision, equipment, materials, transportation, and overhead required to perform the services described in this RFP. No additional charges will be accepted unless specifically identified in the Cost Proposal or approved in advance by the County. Attachment: Addendum #1 Cost Proposal End of Addendum No. 1 504 ADDENDUM #1 COST PROPOSAL 8 APPENDIX A – COST PROPOSAL RFP 2026-071 Landscape Services SUBMIT WITH PROPOSAL Company Name: _______________________________________________ 8.1 BASE ANNUAL COST PER SITE Appendix A – Cost Proposal (Base Services) Facility Annual Cost Agricultural Center $ Animal Shelter $ Armfield Recycling Center $ Emergency Services Center $ Event Center at Jesse Helms Park $ Fairview EMS $ Farmers Market $ Firing Range $ Sheriff’s Office Training Center $ Goldmine Rd Recycling Center $ Government Center $ Group Home $ Health & Human Services $ Historic Courthouse $ 505 Facility Annual Cost Historic Post Office $ Judicial Center $ Lois Morgan Edwards Library $ Main Library / Board of Elections $ Parkwood Recycling Center $ Patton Avenue Complex $ Piedmont Recycling Center $ Progress Building $ Public School Admin Building $ Public Works Operations Center $ Sheriff’s Office $ Southwest Regional Library $ Union County Cemetery $ Union West Library $ White Store Recycling Center $ Total Annual Cost: $ NOTE: In the event there is a disparity between per property annual cost and the extended total cost, per property annual costs shall prevail. The base annual cost shall include all routine landscape maintenance services described in Section 4 of this RFP, including mowing, edging, pruning, fertilization, irrigation monitoring, seasonal maintenance, turf maintenance, plant bed maintenance, and general grounds upkeep. No separate pricing for routine or additional landscape maintenance services shall be submitted unless specifically requested by the County. 506 8.2 SNOW & ICE Appendix A – Cost Proposal (Snow & Ice Removal) Service Unit Cost Snow Removal (Plow) Per Hour $ Snow Removal (Power Broom) Per Hour $ Skid Steer w/ Operator Per Hour $ Sidewalk Hand Removal Per Hour $ Ice Melt Material Per Ton / Bag $ 507 Request for Proposals 2026-071 Landscape Services ADDENDUM No. 2 ISSUE DATE: June 4, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above-named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 508 Page 2 of 4 Union County, North Carolina Addendum No. 2, RFP 2026-071, Landscape Services Question/Answer Section 1. Question: What does "with additional sites anticipated during the term of the contract" for 4.5 TURF MAINTENANCE (FERTILIZATION, AERATION, SEEDING, CHEMICALS) mean? The Contractor shall provide comprehensive turf care services to promote healthy, sustainable, and visually consistent turf across all County properties Answer: New County facilities may be added during the contract term. Existing facilities may be removed. 2. Question: Is this specific to select properties: 4.5.2 AERATION AND OVER-SEEDING? Answer: Annual aeration/overseeding applies to all fescue turf. 3. Question: Is this specific to select properties: 4.5.3 CHEMICAL AND PEST MANAGEMENT? The Contractor shall implement an Integrated Pest Management (IPM) approach for all turf and landscaped areas. Answer: Integrated Pest Management approach is countywide. 4. Question: What are the assigned properties for this? 4.7 IRRIGATION? The Contractor shall be responsible for monitoring, maintaining, and managing irrigation systems at all assigned County properties to support healthy landscape conditions while ensuring compliance with applicable regulations. Answer: The County has not provided a separate list of irrigation-equipped facilities. Offerors are responsible for inspecting sites and verifying irrigation system locations and conditions as part of their proposal preparation. 5. Question: What are the similar properties to; 4.8.1 FAIRVIEW EMS AND SIMILAR FACILITIES? Answer: This pertains to potential future sites that will be similar. 6. Question: What are some examples of: 4.8.4 ADDITIONAL SITE-SPECIFIC REQUIREMENTS? The County reserves the right to identify additional site-specific service requirements during the term of the contract Answer: Examples include special event preparation, enhanced mowing frequency, additional flower installations, security-related access requirements, and additional tree and shrub maintenance. 509 Page 3 of 4 Union County, North Carolina Addendum No. 2, RFP 2026-071, Landscape Services 7. Question: What are the accepted service times for the properties? 4.10.1 GENGERAL EXPECTATIONS 3. Work shall be performed in a manner that minimizes disruption to County operations and the public. Answer: Unless otherwise directed by the County, services are generally expected to be performed during normal business hours. Contractors shall perform work in a manner that minimizes disruption to County operations and the public. 8. Question: Where can we get a defined service area map for each property? Answer: No separate maps are available, and bidders are encouraged to perform site visits. 9. Question: Which properties have slopes? Answer: Some County properties contain sloped areas. Offerors are responsible for inspecting sites and evaluating site conditions, including slopes, as part of their proposal preparation. 10. Question: We would like to visit the properties with the slopes to determine requirements? Answer: Offerors may visit publicly accessible portions of County facilities at their convenience. No escorted site visits will be provided. 11. Question: How many times are the ponds cut and is this in base price or a one off? Answer: For purposes of this RFP, the Contractor’s responsibility includes mowing pond banks, removing trash and debris in and around pond areas, and notifying the County of any visible concerns. Pond areas are typically mowed approximately once per year, as conditions warrant. 12. Question: Is there any property that has limitations or time frames to service due to noise? Answer: Services are generally expected to be performed during normal business hours. Any site-specific restrictions, special events, or circumstances requiring alternate service times will be communicated and coordinated with the Contractor by the County. 13. Question: Is shrub pruning a standard 3 times a year? Answer: Shrub pruning frequency shall be determined by the Contractor as necessary to maintain the performance standards established in the RFP. 14. Question: How many mowing visits are in your current contract. Is it enough or does it need more? Answer: Offerors should develop their proposed service schedules based on the requirements contained in the RFP and their professional judgment regarding the level of effort necessary to maintain the required performance standards. 510 Page 4 of 4 Union County, North Carolina Addendum No. 2, RFP 2026-071, Landscape Services 15. Question: Is the jail included in servicing? Answer: No. The jail is not included in the list of Property Locations identified in Section 4.12 of the RFP. 16. Question: Is there an idea for a start date? Answer: The anticipated contract start date is November 1, 2026. The actual start date will be established during contract negotiations and execution. 17. Question: For Fairview EMS- is this the old Fairview Fire Department building? There is currently no signage on it and it looks fairly vacant. Answer: Fairview EMS is the old Fairview Fire Department building. 18. Question: What is the term of the contract? Answer: Refer to section 7.1 of the RFP document. The contract award may have an initial term of three (3) years with two (2) one-year renewal options at the County’s discretion, pending annual budget approval. 19. Question: We would like to submit a bid however we do not have the irrigation certificate nor a pesticide license. We are a legitimate business, we just subcontract for those services. Are we still eligible to submit a bid? Answer: Yes. Offerors may utilize subcontractors to perform specialized services requiring specific licenses or certifications, provided the subcontractor possesses all licenses required by applicable laws and regulations. The Offeror shall remain fully responsible for the performance of all work under the contract, including work performed by subcontractors. Offerors should clearly identify any proposed subcontractors and their applicable qualifications, licenses, and certifications within their proposal. 20. Question: We provide tree and shrub removal, pruning, and plant healthcare services, including fertilization, pest and disease control, and soil remediation. Is it possible to bid on that portion of the RFP, or are we required to bid on the entire scope of work? Answer: No. This solicitation is intended to establish a contract for comprehensive landscape maintenance services as described in Section 4 of the RFP. Offerors should submit proposals addressing the full scope of services. The County intends to award a contract to a single vendor for the complete scope of work. End of Addendum No. 2 511 Request for Proposals 2026-071 Landscape Services ADDENDUM No. 3 ISSUE DATE: June 10, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 512 Page 2 of 2 Union County, North Carolina Addendum No. 3, RFP 2026-071, Landscape Services Add/Delete/Replace Section 1. Delete: Due Date of June 15, 2026, at 11:00 AM throughout the document. Replace with: Due Date of June 23, 2026, at 11:00 AM throughout the document. 2.Section 4.12 Property Location Delete: Property locations chart listed in section 4.12 of the solicitation document. Replace with: The attached Addendum #3 Property Locations chart. Question/Answer Section 1.Addendum #2 Clarification Addendum #2, Question #15: Is the jail included in servicing? Addendum #2, Answer #15: No. The jail is not included in the list of Property Locations identified in Section 4.12 of the RFP. Clarification: Refer to add/delete/replace section, item #2 & the attached 4.12 Property Locations Chart •We need service at both the Old Sheriff’s Office/Magistrate/Jail at 3344 Presson Road, and at the New Sheriff's Administration Office at 3370 Presson Road. Attachment: Addendum #3, 4.12 Property Locations Chart End of Addendum No. 3 513 4 .12 PROPERTY LOCATIONS FACILITY ADDRESS AGRICULTURAL CENTER 3230 PRESSON ROAD, MONROE, NC ANIMAL SHELTER 3340 PRESSON RD, MONROE NC ARMFIELD RECYCLING CENTER 5109 ARMFIELD MILL ROAD, MONROE, NC EMERGENCY SERVICES CENTER 2258 CONCORD AVE, MONROE, NC EVENT CENTER AT JESSE HELMS PARK 307 CULTIVATION CIRCLE, MONROE, NC FAIRVIEW EMS 7402 CONCORD HWY, MONROE, NC FARMERS MARKET 805 SKYWAY DR., MONROE, NC FIRING RANGE 1424 MILLS HARRIS RD., WINGATE, NC SHERIFF’S OFFICE TRAINING CENTER 1424 MILLS HARRIS RD., WINGATE, NC GOLDMINE RD RECYCLING CENTER 4600 GOLDMINE RD, MONROE NC GOVERNMENT CENTER 500 N. MAIN ST., MONROE, NC Addendum #3 514 GROUP HOME 600 HONEYSUCKLE LN, MONROE, NC HEALTH & HUMAN SERVICES 2330 CONCORD AVENUE, MONROE, NC HISTORIC COURTHOUSE 300 N. MAIN ST., MONROE, NC HISTORIC POST OFFICE 407 N. MAIN ST., MONROE, NC JUDICIAL CENTER 400 N. MAIN ST., MONROE, NC LOIS MORGAN EDWARDS LIBRARY 414 HASTY ST., MARSHVILLE, NC MAIN LIBRARY/BOARD OF ELECTIONS 316 E. WINDSOR ST., MONROE, NC PARKWOOD RECYCLING CENTER 3214 PARKWOOD SCHOOL RD, MONROE, NC PATTON AVENUE COMPLEX: COUNTY GARAGE 610A PATTON AVENUE, MONROE, NC INSTALL SHOP 610A PATTON AVENUE, MONROE, NC TIRE SHOP 610A PATTON AVENUE, MONROE, NC PIEDMONT RECYCLING CENTER 3005 LOVE MILL RD, MONROE, NC PROGRESS BUILDING 1407 AIRPORT RD., MONROE, NC 515 PUBLIC SCHOOL ADMIN. BUILDING 400 N. CHURCH ST., MONROE, NC PUBLIC WORKS OPERATIONS CENTER COMPLEX: ADMINISTRATION BUILDING 4600A GOLDMINE RD., MONROE, NC EQUIPMENT BUILDING 4600A GOLDMINE RD., MONROE, NC SHOPS BUILDING 4600A GOLDMINE RD., MONROE, NC STORAGE BUILDING 4600A GOLDMINE RD., MONROE, NC WAREHOUSE BUILDING 4600A GOLDMINE RD., MONROE, NC SHERIFF’S OFFICE ADMINISTRATION BUILDING 3370 PRESSON RD, MONROE, NC OLD SHERIFF’S OFFICE/JAIL/MAGISTRATE BUILDING 3344 PRESSON RD, MONROE, NC SOUTHWEST REGIONAL LIBRARY 1720 CUTHBERTSON RD, WAXHAW, NC UNION COUNTY CEMETERY ADJACENT TO 506 CRESTHAVEN DR, MONROE, NC UNION WEST LIBRARY 123 UNIONVILLE-INDIAN TRAIL RD., INDIAN TRAIL, NC WHITE STORE RECYCLING CENTER 4517 WHITE STORE RD, WINGATE, NC 516 Request for Proposals 2026-071 Landscape Services ADDENDUM No. 4 ISSUE DATE: June 16, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above-named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 517 Page 2 of 2 Union County, North Carolina Addendum No. 4, RFP 2026-071, Landscape Services Question/Answer Section 1. Question: I am reviewing RFP 2026-071 – Landscape Services and would appreciate clarification regarding the licensing requirements for proposers. Section 4.2 references maintaining all licenses required to perform the work and includes the following language: • North Carolina Registered Landscape Contractor (if applicable) • North Carolina Pesticide Applicator License • North Carolina Irrigation Contractor License (if applicable) Can you please confirm whether a North Carolina Landscape Contractor License is required at the time of proposal submission, or if firms possessing the appropriate pesticide license and other applicable credentials are eligible to submit proposals? Thank you for your time and assistance. I appreciate any guidance you can provide Answer: No. Section 4.2 requires the Contractor to maintain all licenses required to perform the work. Offerors may utilize subcontractors to perform specialized services requiring specific licenses or certifications, provided the subcontractor possesses all required licenses and the Offeror remains fully responsible for contract performance. End of Addendum No. 4 518 Franklin Plaza $ $14,880 INT_____________ 519 542,880 INT____________ 520 521 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-541 Agenda Date:9/21/2026 TITLE:..title Contract Renewal - Generator Maintenance Services INFORMATION CONTACT: Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with this agenda item. PRIOR BOARD ACTIONS: September 19, 2022, Regular Meeting, Agenda Item #22-631 - Contract Approved BACKGROUND: The Facilities & Fleet Management Department has utilized the contractual services of Kraft Power Corporation for generator maintenance services since November 1, 2022. 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 annual cost for this service is $47,767.00 and is budgeted accordingly for FY2027. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™522 Procurement Department 500 North Main Street Monroe, NC 28112 T 704.283.3886 unioncountync.gov Date: _____________________ Via First Class Mail and Certified Mail (Return Receipt Requested) Mr. Derwin Fancher Branch Manager Kraft Power Corporation 10615 Texland Boulevard #500 Charlotte, NC 28273 Re: Notice of Renewal of Generator Maintenance Services Agreement between Union County, North Carolina and Kraft Power Corporation Dear Mr. Nance: Pursuant to Section 3 of the Agreement dated September 20, 2022, between Union County and Kraft Power Corporation (the “Agreement”), the Initial Term of the Agreement began November 1, 2022, and ran for three (3) years through October 31, 2025. Section 3 of the Agreement also provides that following the Initial Term, Union may elect, in its sole discretion, to extend the agreement for up to two (2) additional one-year terms (each, a “Renewal Term”). Pursuant to the terms of the Agreement, this letter shall constitute Union County’s notice that it is exercising its option to extend the Agreement for a second, and final, Renewal Term. The second Renewal Term shall run from November 1, 2026, through October 31, 2027. If there are any questions or concerns, please let us know. This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. ____________________________________ Deputy Finance Officer Sincerely, Brian W. Matthews County Manager cc: Kelli Manczka, Facilities Management Business Manager 523 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-546 Agenda Date:9/21/2026 TITLE:..title [Placeholder] Interlocal Agreement - City of Monroe Parking Lot INFORMATION CONTACT: Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630 ACTION REQUESTED: Click or tap here to enter text. PRIOR BOARD ACTIONS: Click or tap here to enter text. BACKGROUND: Click or tap here to enter text. FINANCIAL IMPACT: Click or tap here to enter text. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™524 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-527 Agenda Date:9/21/2026 TITLE:..title Minutes for Approval INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Approve Minutes PRIOR BOARD ACTIONS: None BACKGROUND: Draft minutes have been provided to the Board for review and approval on the Consent Agenda. FINANCIAL IMPACT: None Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™525 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-507 Agenda Date:9/21/2026 TITLE:..title Human Resources Reports for July 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 July 2026. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™526 Name 7/27/26 7/27/26 7/27/26 7/27/26 7/27/26 7/13/26 7/13/26 7/13/26 7/13/26 7/13/26 7/13/26 7/13/26 7/13/26 7/13/26 7/11/26 7/18/26 7/13/26 7/27/26 7/27/26 7/13/26 7/13/26 7/13/26 CHRISTOPHER A VERGARA RISK MANAGER SHERIFF/JAIL/FACILITIES CHRISTINE K HELMS DEPUTY SHERIFF PT STRATTON F STOKES SHERIFF'S LEGAL COUNSEL PUBLIC LIBRARY NICOLE D MARCELL LIBRARY ASSOCIATE PT KATHRYN B SHILLINGBURG LIBRARY ASSOCIATE PT SECURITY & RISK MANAGEMENT BROOKE E WEINBURG PARK ATTENDANT - SEASONAL PUBLIC COMMUNICATIONS MELISSA G STARR INTERN RICQUIVIUS D SMITH ELIGIBILITY SPECIALIST CHRISTIAN L SOLOMON ELIGIBILITY SPECIALIST PARKS AND RECREATION LILY F CROMWELL LIFEGUARD - SEASONAL JAYLAN R EVANS ELIGIBILITY SPECIALIST ZETNA S GREEN SENIOR SOCIAL WORKER JILLIAN L HIGHSMITH SENIOR SOCIAL WORKER HS - SOCIAL SERVICES CHARLITRICE I BRIDGES ELIGIBILITY SPECIALIST NANCY DIEUJUSTE-SUAREZ SENIOR SOCIAL WORKER LATONYA O DUNHAM SENIOR SOCIAL WORKER BUILDING CODE ENFORCEMENT GREGORY K BYRUM BUILDING INSPECTOR III HS - BUSINESS OPERATIONS BETSAI E BELLO MARCIAL PATIENT RELATIONS SPECIALIST KATIE M CUNNINGHAM TELECOMMUNICATOR I KLOEY J MARTIN TELECOMMUNICATOR I SARA E WOOLARD TELECOMMUNICATOR I UNION COUNTY PERSONNEL REPORT REPORT OF NEW HIRES July 2026 Hire Date Position 911 COMMUNICATIONS MARIAN E BARNHART TELECOMMUNICATOR I Page 1 of 2 527 Name 7/27/26 7/27/26 7/13/26 7/13/26 7/13/26 7/13/26 UCW - WATER & WASTEWATER OPS CHANDLER L HALL UTILITY TECHNICIAN I JAMES H SHEA UTILITY TECHNICIAN I SOLID WASTE TRISTON L PLYLER EQUIPMENT OPERATOR TA - ASSESSMENT BRADLEY C FLOWERS REAL ESTATE APPRAISER I Hire Date Position TAMMY W MEDLIN ANIMAL CARE SPECIALIST RILEY E ROBINSON SHERIFF'S SERVICES SPECIALIST Page 2 of 2 528 Name AKEEM R JONES 11/3/25 7/2/26 UTILITY TECHNICIAN I UCW - UTILITY BUSINESS SVCS LAFAYETTE D POPE 5/5/25 7/24/26 CUSTOMER SERVICE SPECIALIST UCW - WATER & WASTEWATER OPS TA - ASSESSMENT MICHAEL P THOMPSON 6/17/24 7/10/26 DEPUTY TAX ADMINISTRATOR CHRISTINE M MANGONE 4/6/26 7/17/26 REAL ESTATE APPRAISER I NEVELE M LOVE 7/13/15 7/30/26 ADMINISTRATIVE PROF I PT GAIL C HICKS 8/20/18 7/31/26 DEPUTY SHERIFF PT GRACE M JOYNER 1/26/26 7/17/26 LIBRARY ASSOCIATE PT SHERIFF/JAIL/FACILITIES JEFFREY B HANEY 6/30/14 7/1/26 DEPUTY SHERIFF PT HS - SOCIAL SERVICES DANIELLE E MORRISSEY 4/27/20 7/31/26 BEHAVIORAL HEALTH THERAPIST PUBLIC LIBRARY KRISTINE Q GROSS 1/27/25 7/2/26 HUMAN SERVICES PROGRAM MANAGER HS - PUBLIC HEALTH GWENDOLYN A BALDWIN 1/27/25 7/30/26 PUBLIC HEALTH NURSE COUNTY ATTORNEY'S OFFICE JENNIFER L RAWLINS 4/21/25 7/6/26 PARALEGAL HS - COMMUNITY SUP & OUTREACH ROBERT K FUNDERBURK 1/26/26 7/31/26 EVENT ASSISTANT PT SABRINAH F HARTSELL 5/20/26 7/3/26 INTERN ANGELA P WEAVER 10/17/16 7/31/26 ELECTIONS SPECIALIST SEPARATION FROM SERVICE COOPERATIVE EXTENSION 911 COMMUNICATIONS VICKI C CALLICUTT 11/13/17 7/31/26 DIRECTOR, 911 COMMUNICATIONS BOARD OF ELECTIONS MATTHIEU A CASTILLO 1/13/25 7/11/26 LIBRARY SUPERVISOR RETIREES UNION COUNTY PERSONNEL REPORT REPORT OF RETIREES AND SEPARATIONS FROM SERVICE July 2026 Hire Date Separation Date Position Page 1 of 1 529 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-508 Agenda Date:9/21/2026 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 July 2026 NCVTS releases and refunds less than $100 and prorations approved by the finance officer. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™530 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 ($6.11)$0.00 800 TAX ($1.90)$0.00 026 TAX ($1.65)$0.00 003 TAX ($0.58)$0.00 005 TAX ($0.24)$0.00 004 TAX ($2.11)$0.00 002 TAX ($14.55)$0.00 Refund 001 TAX ($21.69)$0.00 970 TAX ($4.34)$0.00 026 TAX ($5.87)$0.00 003 TAX ($2.04)$0.00 005 TAX ($0.87)$0.00 004 TAX ($7.51)$0.00 002 TAX ($51.69)$0.00 Refund 001 TAX ($31.73)$0.00 800 TAX ($9.88)$0.00 026 TAX ($8.58)$0.00 003 TAX ($2.99)$0.00 005 TAX ($1.27)$0.00 004 TAX ($10.98)$0.00 002 TAX ($75.59)$0.00 Refund 001 TAX ($31.09)$0.00 800 TAX ($9.68)$0.00 026 TAX ($8.41)$0.00 003 TAX ($2.93)$0.00 005 TAX ($1.24)$0.00 004 TAX ($10.76)$0.00 002 TAX ($74.08)$0.00 Refund 001 TAX ($13.81)$0.00 200 TAX ($54.05)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.30)$0.00 005 TAX ($0.55)$0.00 004 TAX ($4.78)$0.00 002 TAX ($32.90)$0.00 Refund 001 TAX ($12.31)$0.00 016 TAX ($6.19)$0.00 003 TAX ($1.16)$0.00 005 TAX ($0.49)$0.00 004 TAX ($4.26)$0.00 002 TAX ($29.33)$0.00 Refund 001 TAX ($4.05)$0.00 200 TAX ($15.85)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.38)$0.00 005 TAX ($0.16)$0.00 004 TAX ($1.40)$0.00 002 TAX ($9.64)$0.00 Refund 001 TAX ($1.82)$0.00 600 TAX ($2.75)$0.00 019 TAX ($0.80)$0.00 003 TAX ($0.17)$0.00 005 TAX ($0.07)$0.00 004 TAX ($0.63)$0.00 002 TAX ($4.34)$0.00 Refund 001 TAX ($4.35)$0.00 028 TAX ($1.78)$0.00 003 TAX ($0.41)$0.00 005 TAX ($0.17)$0.00 004 TAX ($1.51)$0.00 002 TAX ($10.37)$0.00 Refund 001 TAX ($15.80)$0.00 028 TAX ($6.47)$0.00 003 TAX ($1.49)$0.00 005 TAX ($0.63)$0.00 004 TAX ($5.47)$0.00 002 TAX ($37.66)$0.00 Refund North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change ($6.11) ($1.90) ($1.65) ($0.58) ($0.24)878884181 Refund Generated due to proration on Bill #0073640931-2025- 2025-0000-00 Vehicle Sold 7/13/2026 7/14/2026WEDDINGTON, NC 28104 Proration 0073640931 JJB8573 AUTHORIZEDALLENSPACH, BRIAN THOMAS ALLENSPACH, BRIAN THOMAS 1206 DELANEY DR Vehicle Sold 7/10/2026 7/13/2026 ($21.69) ($4.34) ($5.87) ($2.04) ($0.87) ($7.51) ($51.69) $94.01 ($2.11) ($14.55) $27.14 ARCE, ARMANDO LUIS ARCE, ARMANDO LUIS 1003 LELAND DR WESLEY CHAPEL, NC 28104 Proration 0081879282 LHB5886 AUTHORIZED 878329648 Refund Generated due to proration on Bill #0081879282-2025- 2025-0000-00 ($31.73) ($9.88) ($8.58) ($2.99) ($1.27)881009241 Refund Generated due to proration on Bill #0091714863-2025- 2025-0000-00 Vehicle Sold 7/24/2026 7/27/2026MATTHEWS, NC 28104 Proration 0091714863 MCL5587 AUTHORIZEDASHER, ARI ASHER, ARI 208 WATERBY WAY Vehicle Sold 7/16/2026 7/17/2026 ($31.09) ($9.68) ($8.41) ($2.93) ($1.24) ($10.76) ($74.08) $138.19 ($10.98) ($75.59) $141.02 BANCROFT, PHILIP JONATHAN BANCROFT, PHILIP JONATHAN 7028 WILLOW TRACE LN MATTHEWS, NC 28104 Proration 0068612306 BCZ8331 AUTHORIZED 879413934 Refund Generated due to proration on Bill #0068612306-2025- 2025-0000-00 ($13.81) ($54.05) $0.00 ($1.30) ($0.55)882559363 Refund Generated due to proration on Bill #0071731696-2025- 2025-0000-00 Vehicle Sold 7/31/2026 8/3/2026MONROE, NC 28112 Proration 0071731696 BIG0HH AUTHORIZED BAYLISS, SHANNON KATHLEEN BAYLISS, SHANNON KATHLEEN 1927 SLIPPERY ROCK LN Over Assessment 7/13/2026 ($12.31) ($6.19) ($1.16) ($0.49) ($4.26) ($29.33) $53.74 ($4.78) ($32.90) $107.39 BEAN, JAMES ALLEN BEAN, JAMES ALLEN 9313 MILL GROVE RD INDIAN TRAIL, NC 28079 Adjustment < $100 0090762129 CP22670 PENDING 753330072 Refund Generated due to adjustment on Bill #0090762129- 2025-2025-0000-00 ($4.05) ($15.85) $0.00 ($0.38) ($0.16)882251888 Refund Generated due to proration on Bill #0089603141-2025- 2025-0000-00 Vehicle Sold 7/30/2026 7/31/2026MONROE, NC 28110 Proration 0089603141 KBN2699 AUTHORIZEDBELK, MARY ROGERS BELK, MARY ROGERS 1314 TRULL PL Vehicle Totalled 7/31/2026 8/3/2026 ($1.82) ($2.75) ($0.80) ($0.17) ($0.07) ($0.63) ($4.34) $10.58 ($1.40) ($9.64) $31.48 BHIMANI, NITIN SHAMBHUBHAI BHIMANI, NITIN SHAMBHUBHAI 2721 MANOR STONE WAY INDIAN TRAIL, NC 28079 Proration 0068199319 CHAHAT AUTHORIZED 882560476 Refund Generated due to proration on Bill #0068199319-2025- 2025-0000-00 ($4.35) ($1.78) ($0.41) ($0.17) ($1.51) 755697240 Refund Generated due to proration on Bill #0088070542-2025- 2025-0000-00 Vehicle Sold 7/28/2026 7/29/2026WAXHAW, NC 28173 Proration 0088070542 LKW3568 AUTHORIZEDBODENHAMER, COREY EVAN BODENHAMER, COREY EVAN 3909 FOX HOUND LN 7/7/2026 7/8/2026 ($15.80) ($6.47) ($1.49) ($0.63) ($5.47) ($37.66) $67.52 ($10.37) $18.59 BORTNY, BRIAN JOHN BORTNY, BRIAN JOHN 10617 WAXHAW HWY WAXHAW, NC 28173 Proration 0084687138 XTS7633 AUTHORIZED 752212398 Refund Generated due to proration on Bill #0084687138-2025- 2025-0000-00 Vehicle Sold Page 1 of 15 531 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 ($31.63)$0.00 600 TAX ($47.84)$0.00 023 TAX ($12.02)$0.00 003 TAX ($2.98)$0.00 005 TAX ($1.27)$0.00 004 TAX ($10.95)$0.00 002 TAX ($75.36)$0.00 Refund 001 TAX ($11.37)$0.00 019 TAX ($5.02)$0.00 003 TAX ($1.07)$0.00 005 TAX ($0.45)$0.00 004 TAX ($3.94)$0.00 002 TAX ($27.10)$0.00 Refund 001 TAX ($39.72)$0.00 700 TAX ($66.78)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($15.08)$0.00 003 TAX ($3.74)$0.00 005 TAX ($1.59)$0.00 004 TAX ($13.74)$0.00 002 TAX ($94.62)$0.00 Refund 001 TAX ($2.53)$0.00 600 TAX ($2.86)$0.00 023 TAX ($0.79)$0.00 003 TAX ($0.27)$0.00 005 TAX ($0.06)$0.00 004 TAX ($0.45)$0.00 002 TAX ($5.79)$0.00 Refund 001 TAX ($3.01)$0.00 015 TAX ($1.27)$0.00 003 TAX ($0.29)$0.00 005 TAX ($0.12)$0.00 004 TAX ($1.04)$0.00 002 TAX ($7.16)$0.00 Refund 001 TAX ($17.68)$0.00 026 TAX ($4.78)$0.00 003 TAX ($1.66)$0.00 005 TAX ($0.70)$0.00 004 TAX ($6.12)$0.00 002 TAX ($42.13)$0.00 Refund 001 TAX ($43.86)$0.00 026 TAX ($11.86)$0.00 003 TAX ($4.13)$0.00 005 TAX ($1.76)$0.00 004 TAX ($15.18)$0.00 002 TAX ($104.50)$0.00 Refund 001 TAX ($2.78)$0.00 026 TAX ($0.75)$0.00 003 TAX ($0.26)$0.00 005 TAX ($0.11)$0.00 004 TAX ($0.96)$0.00 002 TAX ($6.63)$0.00 Refund 001 TAX ($9.98)$0.00 600 TAX ($11.31)$0.00 020 TAX ($3.27)$0.00 003 TAX ($1.07)$0.00 005 TAX ($0.24)$0.00 004 TAX ($1.78)$0.00 002 TAX ($22.88)$0.00 Refund 001 TAX ($8.33)$0.00 200 TAX ($32.63)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.78)$0.00 005 TAX ($0.33)$0.00 004 TAX ($2.88)$0.00 002 TAX ($19.86)$0.00 Refund ($31.63) ($47.84) ($12.02) ($2.98) ($1.27)881646836 Refund Generated due to proration on Bill #0083428321-2025- 2025-0000-00 Vehicle Sold 7/28/2026 7/29/2026INDIAN TRAIL, NC 28079 Proration 0083428321 RJB7970 AUTHORIZED BRICENO GONZALEZ, DULCE MARIA BRICENO GONZALEZ, DULCE MARIA PUERTA VARELA, JESUS ALBERTO 829 TYLER MATTHEW LN BROADWAY, ANGELA HOLT BROADWAY, ANGELA HOLT BROADWAY, WILLIAM ANTONIA 387 KILLIAN CT Vehicle Totalled 7/28/2026 7/29/2026 ($11.37) ($5.02) ($1.07) ($0.45) ($3.94) ($27.10) $48.95 ($10.95) ($75.36) $182.05 BRINKLEY, BRADFORD KENDALL BRINKLEY, BRADFORD KENDALL 420 MATFIELD CT MONROE, NC 28110 Proration 0089503688 MBL8148 AUTHORIZED 755697348 Refund Generated due to proration on Bill #0089503688-2025- 2025-0000-00 ($1.59) ($13.74) ($94.62) $235.27 ($39.72) ($66.78) $0.00 ($15.08) ($3.74)1007597520 Refund Generated due to proration on Bill #0089178898-2025- 2025-0000-00 Vehicle Sold 7/28/2026 7/29/2026MATTHEWS, NC 28104 Proration 0089178898 KHD8948 AUTHORIZED ($2.53) ($2.86) ($0.79) ($0.27) ($0.06)879412296 Refund Generated due to proration on Bill #0074369868-2024- 2024-0000-00 Vehicle Sold 7/16/2026 7/17/2026INDIAN TRAIL, NC 28079 Proration 0074369868 TMR2500 AUTHORIZEDBROADWAY, LISA RUSHING BROADWAY, LISA RUSHING 5225 ROCKY RIVER RD N Vehicle Sold 7/17/2026 7/21/2026 ($3.01) ($1.27) ($0.29) ($0.12) ($1.04) ($7.16) $12.89 ($0.45) ($5.79) $12.75 BUPP, THOMAS CLARK BUPP, THOMAS CLARK 1701 JEKYLL LN WAXHAW, NC 28173 Proration 0083261972 LJB6204 AUTHORIZED 754002864 Refund Generated due to proration on Bill #0083261972-2025- 2025-0000-00 ($17.68) ($4.78) ($1.66) ($0.70) ($6.12) 753782694 Refund Generated due to proration on Bill #0057339530-2025- 2025-0000-00 Reg . Out of state 7/16/2026 7/17/2026BRADENTON, FL 34202 Proration 0057339530 HDR8821 AUTHORIZED BURNS, CHRISTOPHER CARL BURNS, CHRISTOPHER CARL 8497 PAVIA WAY 7/16/2026 7/17/2026 ($43.86) ($11.86) ($4.13) ($1.76) ($15.18) ($104.50) $181.29 ($42.13) $73.07 BURNS, CHRISTOPHER CARL BURNS, CHRISTOPHER CARL BURNS, JENNIFER L 8497 PAVIA WAY BRADENTON, FL 34202 Proration 0076954767 KMP4220 AUTHORIZED 753782700 Refund Generated due to proration on Bill #0076954767-2025- 2025-0000-00 Reg . Out of state ($2.78) ($0.75) ($0.26) ($0.11) ($0.96) 754524768 Refund Generated due to proration on Bill #0085777004-2025- 2025-0000-00 Reg . Out of state 7/21/2026 7/22/2026BRADENTON, FL 34202 Proration 0085777004 LJS1069 AUTHORIZEDBURNS, MIA KIRSTEN BURNS, MIA KIRSTEN 8497 PAVIA WAY 7/17/2026 7/21/2026 ($9.98) ($11.31) ($3.27) ($1.07) ($0.24) ($1.78) ($22.88) $50.53 ($6.63) $11.49 BUTERA, STACEY ANN BUTERA, STACEY ANN 7041 HONEY TREE LN INDIAN TRAIL, NC 28079 Proration 0072400777 VBE3340 AUTHORIZED 879669868 Refund Generated due to proration on Bill #0072400777-2024- 2024-0000-00 Vehicle Sold ($8.33) ($32.63) $0.00 ($0.78) ($0.33)882559797 Refund Generated due to proration on Bill #0090920249-2025- 2025-0000-00 Vehicle Sold 7/31/2026 8/3/2026MONROE, NC 28110 Proration 0090920249 MDA6244 AUTHORIZEDCHAVEZ MORA, LUIS FABIAN CHAVEZ MORA, LUIS FABIAN 1820 WILLIAMS RD APT C ($2.88) ($19.86) $64.81 Page 2 of 15 532 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 ($17.75)$0.00 029 TAX ($4.22)$0.00 003 TAX ($1.67)$0.00 005 TAX ($0.71)$0.00 004 TAX ($6.14)$0.00 002 TAX ($42.29)$0.00 Refund 001 TAX ($3.11)$0.00 200 TAX ($9.59)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.33)$0.00 005 TAX ($0.07)$0.00 004 TAX ($0.56)$0.00 002 TAX ($7.14)$0.00 Refund 001 TAX ($22.08)$0.00 025 TAX ($8.76)$0.00 003 TAX ($2.08)$0.00 005 TAX ($0.88)$0.00 004 TAX ($7.64)$0.00 002 TAX ($52.61)$0.00 Refund 001 TAX ($16.85)$0.00 027 TAX ($7.96)$0.00 003 TAX ($1.59)$0.00 005 TAX ($0.68)$0.00 004 TAX ($5.83)$0.00 002 TAX ($40.14)$0.00 Refund 001 TAX ($1.49)$0.00 600 TAX ($2.26)$0.00 023 TAX ($0.57)$0.00 003 TAX ($0.15)$0.00 005 TAX ($0.06)$0.00 004 TAX ($0.52)$0.00 002 TAX ($3.57)$0.00 Refund 001 TAX ($12.63)$0.00 026 TAX ($3.08)$0.00 003 TAX ($1.35)$0.00 005 TAX ($0.30)$0.00 004 TAX ($2.26)$0.00 002 TAX ($28.96)$0.00 Refund 001 TAX ($29.24)$0.00 026 TAX ($7.91)$0.00 003 TAX ($2.76)$0.00 005 TAX ($1.17)$0.00 004 TAX ($10.12)$0.00 002 TAX ($69.65)$0.00 Refund 001 TAX ($7.44)($0.38) 500 TAX ($19.20)($0.96) 500 VEHICLE FEE $0.00 $0.00 028 TAX ($3.05)($0.15) 003 TAX ($0.70)($0.03) 005 TAX ($0.30)($0.01) 004 TAX ($2.57)($0.13) 002 TAX ($17.73)($0.89) Refund 001 TAX ($38.43)($2.22) 500 TAX ($99.16)($5.70) 500 VEHICLE FEE ($25.00)$0.00 028 TAX ($15.73)($0.90) 003 TAX ($3.62)($0.21) 005 TAX ($1.54)($0.09) 004 TAX ($13.30)($0.76) 002 TAX ($91.57)($5.26) Refund 001 TAX ($21.69)$0.00 600 TAX ($32.81)$0.00 019 TAX ($9.57)$0.00 003 TAX ($2.04)$0.00 005 TAX ($0.87)$0.00 004 TAX ($7.51)$0.00 002 TAX ($51.67)$0.00 Refund Vehicle Sold 7/13/2026 7/14/2026 ($17.75) ($4.22) ($1.67) ($0.71) ($6.14) ($42.29) $72.78 CHENGELIS, BRENDA JEAN CHENGELIS, BRENDA JEAN 3402 TOM STARNES RD MONROE, NC 28112 Proration 0081007105 LCY4102 AUTHORIZED 753329256 Refund Generated due to proration on Bill #0081007105-2025- 2025-0000-00 ($3.11) ($9.59) $0.00 ($0.33) ($0.07)881592586 Refund Generated due to proration on Bill #0078970650-2024- 2024-0000-00 Vehicle Sold 7/27/2026 7/28/2026MONROE, NC 28110 Proration 0078970650 N0VELS4U AUTHORIZEDCLIPSTON, AMY GOEBELBECKER CLIPSTON, AMY GOEBELBECKER CLIPSTON, JOSEPH MARTIN III 4213 RICHLAND CT Vehicle Sold 7/28/2026 7/29/2026 ($22.08) ($8.76) ($2.08) ($0.88) ($7.64) ($52.61) $94.05 ($0.56) ($7.14) $20.80 COAN, WILLIAM BRADLEY COAN, WILLIAM BRADLEY 6209 POTTER RD S WAXHAW, NC 28173 Proration 0086882916 VM8504 AUTHORIZED 755698134 Refund Generated due to proration on Bill #0086882916-2025- 2025-0000-00 ($16.85) ($7.96) ($1.59) ($0.68) ($5.83) 755954220 Refund Generated due to proration on Bill #0059391456-2025- 2025-0000-00 Vehicle Totalled 7/29/2026 7/30/2026MONROE, NC 28112 Proration 0059391456 YWF9224 AUTHORIZEDCOUNSELLOR, LISA COUNSELLOR, LISA 8803 LANDSFORD RD 7/27/2026 ($1.49) ($2.26) ($0.57) ($0.15) ($0.06) ($0.52) ($3.57) $8.62 ($40.14) $73.05 CURRY, ANTHONY CURRY, ANTHONY 3018 DOUGHTON LN INDIAN TRAIL, NC 28079 Adjustment < $100 0089639830 HD8719L PENDING 881592656 Refund Generated due to adjustment on Bill #0089639830- 2025-2025-0000-00 Over Assessment ($12.63) ($3.08) ($1.35) ($0.30) ($2.26) 751596996 Refund Generated due to proration on Bill #0078462920-2024- 2024-0000-00 Vehicle Sold 7/2/2026 7/6/2026INDIAN TRAIL, NC 28079 Proration 0078462920 EEP1371 AUTHORIZEDDALMAI, ITZHAK HANAN DALMAI, ITZHAK HANAN 4812 WINDING LN 7/10/2026 7/13/2026 ($29.24) ($7.91) ($2.76) ($1.17) ($10.12) ($69.65) $120.85 ($28.96) $48.58 DEMASI, FRANK DEMASI, FRANK 1002 WALDORF AVE MONROE, NC 28110 Proration 0065658290 NICE4ME AUTHORIZED 752854488 Refund Generated due to proration on Bill #0065658290-2025- 2025-0000-00 Vehicle Totalled DEVON, ISABEL ALICIA DEVON, ISABEL ALICIA 3063 DEEP RIVER WAY ($0.31) ($2.70) ($18.62) $53.54 ($7.82) ($20.16) $0.00 ($3.20) ($0.73)1004777856 Refund Generated due to proration on Bill #0088389130-2025- 2025-0000-00 Vehicle Sold 7/15/2026 7/16/2026 SILVER SPRING, MD 20910 Proration 0088389130 JBR2044 AUTHORIZEDDEPAOLA, EMILY RUTH DEPAOLA, EMILY RUTH 1133 EAST WEST HIGHWAY APT 1104W DONOFRIO, GARY JOSEPH 3005 DATAW LN ($1.63) ($14.06) ($96.83) $303.49 ($40.65) ($104.86) ($25.00) ($16.63) ($3.83)1002129824 Refund Generated due to proration on Bill #0088448374-2025- 2025-0000-00 Other Errors 7/2/2026 7/6/2026WAXHAW, NC 28173 Proration 0088448374 KJE4101 AUTHORIZED ($7.51) ($51.67) $126.16 ($21.69) ($32.81) ($9.57) ($2.04) ($0.87)877582258 Refund Generated due to proration on Bill #0082726542-2025- 2025-0000-00 Vehicle Sold 7/7/2026 7/8/2026INDIAN TRAIL, NC 28079 Proration 0082726542 TXX8248 AUTHORIZEDDONOFRIO, GARY JOSEPH Page 3 of 15 533 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 $0.01 600 TAX $17.88 $0.89 200 TAX ($46.29)($2.32) 200 VEHICLE FEE ($30.00)$0.00 020 TAX $4.86 $0.24 003 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 ($0.01) 600 TAX $27.90 $1.61 200 TAX ($72.20)($4.15) 200 VEHICLE FEE ($30.00)$0.00 020 TAX $7.58 $0.44 003 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 ($7.16)$0.00 200 TAX ($22.04)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.77)$0.00 005 TAX ($0.17)$0.00 004 TAX ($1.28)$0.00 002 TAX ($16.41)$0.00 Refund 001 TAX ($2.06)$0.00 200 TAX ($8.07)$0.00 200 VEHICLE FEE $0.00 $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 ($9.96)$0.00 025 TAX ($3.95)$0.00 003 TAX ($0.94)$0.00 005 TAX ($0.40)$0.00 004 TAX ($3.45)$0.00 002 TAX ($23.73)$0.00 Refund 001 TAX ($6.13)$0.00 028 TAX ($1.96)$0.00 003 TAX ($0.66)$0.00 005 TAX ($0.15)$0.00 004 TAX ($1.10)$0.00 002 TAX ($14.04)$0.00 Refund 001 TAX ($6.38)$0.00 015 TAX ($2.69)$0.00 003 TAX ($0.60)$0.00 005 TAX ($0.26)$0.00 004 TAX ($2.21)$0.00 002 TAX ($15.21)$0.00 Refund 001 TAX ($8.07)$0.00 015 TAX ($2.73)$0.00 003 TAX ($0.86)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.44)$0.00 002 TAX ($18.50)$0.00 Refund 001 TAX ($6.29)$0.00 700 TAX ($10.58)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($2.39)$0.00 003 TAX ($0.59)$0.00 005 TAX ($0.25)$0.00 004 TAX ($2.17)$0.00 002 TAX ($15.00)$0.00 Refund EBONY OUTDOOR LIVING LLC EBONY OUTDOOR LIVING LLC 2013 HOUNDSCROFT RD INDIAN TRAIL, NC 28079 Adjustment < $100 0092279398 EB0NY15 PENDING 1134719577 Refund Generated due to adjustment on Bill #0092279398- 2025-2025-0000 EBONY OUTDOOR LIVING LLC EBONY OUTDOOR LIVING LLC 2013 HOUNDSCROFT RD Situs error 7/31/2026 $0.01 $18.77 ($48.61) ($30.00) $5.10 $0.00 $0.00 $0.00 $0.00 $54.73 $0.00 $0.00 $0.00 $0.00 $68.83 ($0.01) $29.51 ($76.35) ($30.00) $8.021134719604 Refund Generated due to adjustment on Bill #0092279408- 2025-2025-0000 Situs error 7/31/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0092279408 LJE4628 PENDING ($7.16) ($22.04) $0.00 ($0.77) ($0.17)877855643 Refund Generated due to proration on Bill #0086431944-2024- 2024-0000-00 Vehicle Sold 7/8/2026 7/9/2026MONROE, NC 28110 Proration 0086431944 LCL7851 AUTHORIZEDEDQVIST, DANIEL TOBIAS EDQVIST, DANIEL TOBIAS 3608 PAMLICO ST Vehicle Sold 7/8/2026 7/9/2026 ($2.06) ($8.07) $0.00 ($0.19) ($0.08) ($0.71) ($4.91) $16.02 ($1.28) ($16.41) $47.83 EDQVIST, DANIEL TOBIAS EDQVIST, DANIEL TOBIAS 3608 PAMLICO ST MONROE, NC 28110 Proration 0087196052 LKC2256 AUTHORIZED 877855671 Refund Generated due to proration on Bill #0087196052-2025- 2025-0000-00 ($9.96) ($3.95) ($0.94) ($0.40) ($3.45) 755954226 Refund Generated due to proration on Bill #0080717607-2025- 2025-0000-00 Vehicle Sold 7/29/2026 7/30/2026WAXHAW, NC 28173 Proration 0080717607 TPE5045 AUTHORIZED EUBANK, MICHAEL LATANE EUBANK, MICHAEL LATANE 6911 POTTER RD S 7/27/2026 7/28/2026 ($6.13) ($1.96) ($0.66) ($0.15) ($1.10) ($14.04) $24.04 ($23.73) $42.43 FARMER, BRET WILLIAM FARMER, BRET WILLIAM FARMER, BARBARA BETH 6604 OLD RIDGE RD WAXHAW, NC 28173 Proration 0085259056 LDP1485 AUTHORIZED 755652444 Refund Generated due to proration on Bill #0085259056-2024- 2024-0000-00 Vehicle Sold ($6.38) ($2.69) ($0.60) ($0.26) ($2.21) 756215088 Refund Generated due to proration on Bill #0067791805-2025- 2025-0000-00 Reg . Out of state 7/30/2026 7/31/2026LANCASTER, SC 29720 Proration 0067791805 077MDV AUTHORIZEDFORD, EARL JR FORD, EARL JR 4311 CAMDEN GLEN RD GAULT, BOYCE HAYWOOD III GAULT, BOYCE HAYWOOD III GAULT, ARLENE BOWERS 2901 DIVOT CT 7/30/2026 7/31/2026 ($8.07) ($2.73) ($0.86) ($0.19) ($1.44) ($18.50) $31.79 ($15.21) $27.35 FORD, EARL JR FORD, EARL JR FORD, WANDA 4311 CAMDEN GLEN RD LANCASTER, SC 29720 Proration 0084191400 079MDV AUTHORIZED 756215112 Refund Generated due to proration on Bill #0084191400-2024- 2024-0000-00 Reg . Out of state ($0.25) ($2.17) ($15.00) $37.27 ($6.29) ($10.58) $0.00 ($2.39) ($0.59)1002949736 Refund Generated due to proration on Bill #0016623528-2025- 2025-0000-00 Vehicle Totalled 7/7/2026 7/8/2026MATTHEWS, NC 28104 Proration 0016623528 JKX1613 AUTHORIZED Page 4 of 15 534 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 ($15.95)$0.00 025 TAX ($6.33)$0.00 003 TAX ($1.50)$0.00 005 TAX ($0.64)$0.00 004 TAX ($5.52)$0.00 002 TAX ($38.01)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($36.12)$0.00 200 VEHICLE FEE ($30.00)$0.00 025 TAX $3.66 $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 ($23.39)$0.00 200 TAX ($91.57)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($2.21)$0.00 005 TAX ($0.93)$0.00 004 TAX ($8.09)$0.00 002 TAX ($55.73)$0.00 Refund 001 TAX ($5.77)$0.00 970 TAX ($1.15)$0.00 026 TAX ($1.56)$0.00 003 TAX ($0.54)$0.00 005 TAX ($0.23)$0.00 004 TAX ($2.00)$0.00 002 TAX ($13.75)$0.00 Refund 001 TAX ($3.52)$0.00 600 TAX ($5.32)$0.00 023 TAX ($1.33)$0.00 003 TAX ($0.33)$0.00 005 TAX ($0.14)$0.00 004 TAX ($1.21)$0.00 002 TAX ($8.38)$0.00 Refund 001 TAX ($1.84)$0.00 200 TAX ($7.19)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.17)$0.00 005 TAX ($0.07)$0.00 004 TAX ($0.64)$0.00 002 TAX ($4.38)$0.00 Refund 001 TAX ($4.39)$0.00 930 TAX ($0.78)$0.00 016 TAX ($2.21)$0.00 003 TAX ($0.42)$0.00 005 TAX ($0.17)$0.00 004 TAX ($1.52)$0.00 002 TAX ($10.47)$0.00 Refund 001 TAX ($5.49)$0.00 990 TAX ($0.86)$0.00 015 TAX ($2.32)$0.00 003 TAX ($0.52)$0.00 005 TAX ($0.22)$0.00 004 TAX ($1.90)$0.00 002 TAX ($13.07)$0.00 Refund 001 TAX ($10.52)$0.00 023 TAX ($3.99)$0.00 003 TAX ($0.99)$0.00 005 TAX ($0.42)$0.00 004 TAX ($3.64)$0.00 002 TAX ($25.06)$0.00 Refund ($15.95) ($6.33) ($1.50) ($0.64) ($5.52) 752648238 Refund Generated due to adjustment on Bill #0091756959- 2025-2025-0000-00 Over Assessment 7/9/2026WAXHAW, NC 28173 Adjustment < $100 0091756959 CS64996 PENDINGGEIS, LARRY ALLEN GEIS, LARRY ALLEN 5910 BUD HUEY RD 7/14/2026 $0.00 ($36.12) ($30.00) $3.66 $0.00 $0.00 $0.00 $0.00 $62.46 ($38.01) $67.95 GODFREY, AUSTIN MALACHI GODFREY, AUSTIN MALACHI 4725 TOM STARNES RD WAXHAW, NC 28173 Adjustment < $100 0091125872 TJZ3620 PENDING 1004491344 Refund Generated due to adjustment on Bill #0091125872- 2025-2025-0000 Situs error ($23.39) ($91.57) $0.00 ($2.21) ($0.93)877856021 Refund Generated due to proration on Bill #0089938711-2025- 2025-0000-00 Vehicle Sold 7/8/2026 7/9/2026MONROE, NC 28110 Proration 0089938711 RLP6943 AUTHORIZED GONZALEZ BARRERA, MISAEL GONZALEZ BARRERA, MISAEL 1903 WALKUP AVE Vehicle Sold 7/15/2026 7/16/2026 ($5.77) ($1.15) ($1.56) ($0.54) ($0.23) ($2.00) ($13.75) $25.00 ($8.09) ($55.73) $181.92 GOURD, JEFFREY GERALD GOURD, JEFFREY GERALD 5105 TRINITY TRACE LN MONROE, NC 28110 Proration 0046556757 FDW3145 AUTHORIZED 879181793 Refund Generated due to proration on Bill #0046556757-2025- 2025-0000-00 ($3.52) ($5.32) ($1.33) ($0.33) ($0.14)876863330 Refund Generated due to proration on Bill #0045730685-2025- 2025-0000-00 Vehicle Sold 7/2/2026 7/6/2026INDIAN TRAIL, NC 28079 Proration 0045730685 JEE9462 AUTHORIZEDGOVERNALE, GARY BERNARD GOVERNALE, GARY BERNARD GOVERNALE, ANN MARCELLO 2000 HAMPSHIRE CT Vehicle Sold 7/21/2026 7/22/2026 ($1.84) ($7.19) $0.00 ($0.17) ($0.07) ($0.64) ($4.38) $14.29 ($1.21) ($8.38) $20.23 GREGORY, THOMAS JAMES GREGORY, THOMAS JAMES GREGORY, KAYLEEN CLAWSON 2127 VANDERLYN ST MONROE, NC 28112 Proration 0077688823 VDK6269 AUTHORIZED 880278448 Refund Generated due to proration on Bill #0077688823-2025- 2025-0000-00 ($4.39) ($0.78) ($2.21) ($0.42) ($0.17)876361640 Refund Generated due to proration on Bill #0090460541-2025- 2025-0000-00 Vehicle Sold 7/1/2026 7/2/2026MONROE, NC 28110 Proration 0090460541 AA8016E AUTHORIZEDGRIFFIN, KAROL EDWARDS GRIFFIN, KAROL EDWARDS 6431 MORGANS COVE RD Vehicle Sold 7/14/2026 7/15/2026 ($5.49) ($0.86) ($2.32) ($0.52) ($0.22) ($1.90) ($13.07) $24.38 ($1.52) ($10.47) $19.96 HAYNES, ROBERT ANDREW HAYNES, ROBERT ANDREW 1416 HUNTCLIFF DR WAXHAW, NC 28173 Proration 0091321354 MCH4574 AUTHORIZED 878928722 Refund Generated due to proration on Bill #0091321354-2025- 2025-0000-00 ($10.52) ($3.99) ($0.99) ($0.42) ($3.64) 753585054 Refund Generated due to proration on Bill #0070124103-2025- 2025-0000-00 Vehicle Sold 7/15/2026 7/16/2026MONROE, NC 28110 Proration 0070124103 SR9232 AUTHORIZED HOOPAUGH GRADING CO LLC HOOPAUGH GRADING CO LLC 4006 VAN DKYE CT ($25.06) $44.62 Page 5 of 15 535 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 ($7.08)$0.00 500 TAX ($18.27)$0.00 500 VEHICLE FEE ($25.00)$0.00 028 TAX ($2.90)$0.00 003 TAX ($0.67)$0.00 005 TAX ($0.28)$0.00 004 TAX ($2.45)$0.00 002 TAX ($16.87)$0.00 Refund 001 TAX ($35.50)$0.00 200 TAX ($138.98)$0.00 003 TAX ($3.35)$0.00 005 TAX ($1.42)$0.00 004 TAX ($12.29)$0.00 002 TAX ($84.59)$0.00 Refund 001 TAX ($28.99)$0.00 021 TAX ($13.93)$0.00 003 TAX ($2.73)$0.00 005 TAX ($1.16)$0.00 004 TAX ($10.03)$0.00 002 TAX ($69.07)$0.00 Refund 001 TAX ($21.25)$0.00 025 TAX ($8.43)$0.00 003 TAX ($2.00)$0.00 005 TAX ($0.85)$0.00 004 TAX ($7.36)$0.00 002 TAX ($50.63)$0.00 Refund 001 TAX ($2.66)$0.00 200 TAX ($10.41)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.25)$0.00 005 TAX ($0.11)$0.00 004 TAX ($0.92)$0.00 002 TAX ($6.34)$0.00 Refund 001 TAX ($6.61)$0.00 200 TAX ($25.87)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.62)$0.00 005 TAX ($0.26)$0.00 004 TAX ($2.29)$0.00 002 TAX ($15.74)$0.00 Refund 001 TAX ($9.80)$0.00 021 TAX ($4.71)$0.00 003 TAX ($0.92)$0.00 005 TAX ($0.39)$0.00 004 TAX ($3.39)$0.00 002 TAX ($23.34)$0.00 Refund 001 TAX ($29.80)$0.00 026 TAX ($8.06)$0.00 003 TAX ($2.81)$0.00 005 TAX ($1.19)$0.00 004 TAX ($10.31)$0.00 002 TAX ($71.00)$0.00 Refund 001 TAX ($3.38)$0.00 400 TAX ($11.38)$0.00 018 TAX ($1.52)$0.00 003 TAX ($0.36)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.60)$0.00 002 TAX ($7.75)$0.00 Refund 001 TAX ($18.83)$0.00 028 TAX ($7.71)$0.00 003 TAX ($1.77)$0.00 005 TAX ($0.75)$0.00 004 TAX ($6.52)$0.00 002 TAX ($44.87)$0.00 Refund 7/27/2026 7/28/2026 ($7.08) ($18.27) ($25.00) ($2.90) ($0.67) ($0.28) ($2.45) ($16.87) $73.52 HUDLER, JAMES DALE JR HUDLER, JAMES DALE JR 3006 THAYER DR WAXHAW, NC 28173 Proration 0073460517 RDT7769 AUTHORIZED 1007536664 Refund Generated due to proration on Bill #0073460517-2025- 2025-0000-00 Vehicle Sold ($35.50) ($138.98) ($3.35) ($1.42) ($12.29) 755954490 Refund Generated due to proration on Bill #0082704665-2025- 2025-0000-00 Vehicle Sold 7/29/2026 7/30/2026MONROE, NC 28112 Proration 0082704665 CR17244 AUTHORIZEDHUNT, RYAN CRAIG HUNT, RYAN CRAIG 1313 SAINT ANDREWS DR 7/16/2026 7/17/2026 ($28.99) ($13.93) ($2.73) ($1.16) ($10.03) ($69.07) $125.91 ($84.59) $276.13 HYATT, ANDREW BRIAN HYATT, ANDREW BRIAN 4513 LOVE MILL RD MONROE, NC 28110 Proration 0058218413 YL6089 AUTHORIZED 753783180 Refund Generated due to proration on Bill #0058218413-2025- 2025-0000-00 Vehicle Sold ($21.25) ($8.43) ($2.00) ($0.85) ($7.36) 754523976 Refund Generated due to proration on Bill #0088757205-2025- 2025-0000-00 Vehicle Sold 7/21/2026 7/22/2026WAXHAW, NC 28173 Proration 0088757205 RKD7497 AUTHORIZED INGRAM, MELISSA FERSON INGRAM, MELISSA FERSON INGRAM, DONALD BRETT 8701 PROVIDENCE RD S 7/16/2026 7/17/2026 ($2.66) ($10.41) $0.00 ($0.25) ($0.11) ($0.92) ($6.34) $20.69 ($50.63) $90.52 JONES, ESTHER ARETHA JONES, ESTHER ARETHA 102 ROSE LN PAGELAND, SC 29728 Proration 0081289899 RKA9216 AUTHORIZED 879412086 Refund Generated due to proration on Bill #0081289899-2025- 2025-0000-00 Vehicle Sold ($6.61) ($25.87) $0.00 ($0.62) ($0.26)876863302 Refund Generated due to proration on Bill #0076383268-2025- 2025-0000-00 Vehicle Sold 7/2/2026 7/6/2026MONROE, NC 28111 Proration 0076383268 VCV7949 AUTHORIZEDKARPOV, JENNIFER LYNN KARPOV, JENNIFER LYNN KARPOV, MAXIM VASILIVICH PO BOX 201 Vehicle Sold 7/7/2026 7/8/2026 ($9.80) ($4.71) ($0.92) ($0.39) ($3.39) ($23.34) $42.55 ($2.29) ($15.74) $51.39 KIDD, SIDNEY LEON KIDD, SIDNEY LEON KIDD, ANGELA ARNETTE 3013 ISLE LN MONROE, NC 28110 Proration 0078209903 LCC2026 AUTHORIZED 752212764 Refund Generated due to proration on Bill #0078209903-2025- 2025-0000-00 ($29.80) ($8.06) ($2.81) ($1.19) ($10.31) 753585378 Refund Generated due to proration on Bill #0081237775-2025- 2025-0000-00 Vehicle Sold 7/15/2026 7/16/2026WAXHAW, NC 28173 Proration 0081237775 RHP3682 AUTHORIZED KING, MICHELLE MARIE KING, MICHELLE MARIE 8703 EDGEWATER CT 7/10/2026 7/13/2026 ($3.38) ($11.38) ($1.52) ($0.36) ($0.08) ($0.60) ($7.75) $25.07 ($71.00) $123.17 KITCHENS, JEFFERY AYDEN KITCHENS, JEFFERY AYDEN BRANDES, KELSEY LEE 415 S WHITE ST MARSHVILLE, NC 28103 Proration 0085278739 KJY2490 AUTHORIZED 878329620 Refund Generated due to proration on Bill #0085278739-2024- 2024-0000-00 Vehicle Totalled ($18.83) ($7.71) ($1.77) ($0.75) ($6.52) 754002678 Refund Generated due to proration on Bill #0088573485-2025- 2025-0000-00 Vehicle Sold 7/17/2026 7/21/2026WAXHAW, NC 28173 Proration 0088573485 LMT7241 AUTHORIZEDKNUDSEN, ALAN KENT KNUDSEN, ALAN KENT 1120 MEANDER LN ($44.87) $80.45 Page 6 of 15 536 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 ($5.77)$0.00 970 TAX ($0.58)$0.00 026 TAX ($1.41)$0.00 003 TAX ($0.62)$0.00 005 TAX ($0.14)$0.00 004 TAX ($1.03)$0.00 002 TAX ($13.24)$0.00 Refund 001 TAX ($8.09)$0.00 700 TAX ($15.03)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($3.42)$0.00 003 TAX ($0.77)$0.00 005 TAX ($0.32)$0.00 004 TAX ($2.80)$0.00 002 TAX ($19.26)$0.00 Refund 001 TAX ($6.26)$0.00 500 TAX ($14.78)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($2.01)$0.00 003 TAX ($0.67)$0.00 005 TAX ($0.15)$0.00 004 TAX ($1.12)$0.00 002 TAX ($14.36)$0.00 Refund 001 TAX ($13.58)$0.00 500 TAX ($35.03)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($5.56)$0.00 003 TAX ($1.28)$0.00 005 TAX ($0.55)$0.00 004 TAX ($4.70)$0.00 002 TAX ($32.35)$0.00 Refund 001 TAX ($15.50)$0.00 700 TAX ($26.07)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($5.89)$0.00 003 TAX ($1.46)$0.00 005 TAX ($0.62)$0.00 004 TAX ($5.37)$0.00 002 TAX ($36.94)$0.00 Refund 001 TAX ($5.41)$0.00 013 TAX ($0.76)$0.00 003 TAX ($0.58)$0.00 005 TAX ($0.13)$0.00 004 TAX ($0.97)$0.00 002 TAX ($12.41)$0.00 Refund 001 TAX ($18.40)$0.00 028 TAX ($8.40)$0.00 003 TAX ($1.74)$0.00 005 TAX ($0.73)$0.00 004 TAX ($6.36)$0.00 002 TAX ($43.83)$0.00 Refund 001 TAX ($41.41)$0.00 200 TAX ($162.10)$0.00 200 VEHICLE FEE ($30.00)$0.00 003 TAX ($3.91)$0.00 005 TAX ($1.66)$0.00 004 TAX ($14.33)$0.00 002 TAX ($98.66)$0.00 Refund 001 TAX ($8.08)$0.00 800 TAX ($1.24)$0.00 026 TAX ($1.97)$0.00 003 TAX ($0.87)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.44)$0.00 002 TAX ($18.52)$0.00 Refund 7/1/2026 7/2/2026 ($5.77) ($0.58) ($1.41) ($0.62) ($0.14) ($1.03) ($13.24) $22.79 KONDAMURI, BALASUDHAKAR KONDAMURI, BALASUDHAKAR 1006 CHERRYBROOK LN MONROE, NC 28110 Proration 0071272242 TLA8102 AUTHORIZED 876360905 Refund Generated due to proration on Bill #0071272242-2024- 2024-0000-00 Vehicle Sold LAFLEUR, KATHLEEN ANN LAFLEUR, KATHLEEN ANN LAFLEUR, MICHAEL ANDREW 2124 LORD PROPRIETOR LN ($0.32) ($2.80) ($19.26) $49.69 ($8.09) ($15.03) $0.00 ($3.42) ($0.77)1003531048 Refund Generated due to adjustment on Bill #0092166551- 2026-2026-0000-00 Over Assessment 7/9/2026MATTHEWS, NC 28104 Adjustment < $100 0092166551 WBC8628 PENDING KORNUTA, SVITLANA VIKTORIVNA KORNUTA, SVITLANA VIKTORIVNA 1421 AFTERNOON SUN RD ($0.15) ($1.12) ($14.36) $39.35 ($6.26) ($14.78) $0.00 ($2.01) ($0.67)1006031032 Refund Generated due to proration on Bill #0072820275-2024- 2024-0000-00 Vehicle Sold 7/21/2026 7/22/2026WAXHAW, NC 28173 Proration 0072820275 KDB6000 AUTHORIZED LAMBERT, BRAD LYNN LAMBERT, BRAD LYNN 523 BALLYMOTE CT ($0.55) ($4.70) ($32.35) $93.05 ($13.58) ($35.03) $0.00 ($5.56) ($1.28)1006030984 Refund Generated due to proration on Bill #0076947075-2025- 2025-0000-00 Vehicle Sold 7/21/2026 7/22/2026WAXHAW, NC 28173 Proration 0076947075 RHP8373 AUTHORIZED LAFLEUR, MICHAEL ANDREW LAFLEUR, MICHAEL ANDREW LAFLEUR, KATHLEEN ANN 2124 LORD PROPRIETOR LN ($0.62) ($5.37) ($36.94) $91.85 ($15.50) ($26.07) $0.00 ($5.89) ($1.46)1005043496 Refund Generated due to proration on Bill #0088654202-2025- 2025-0000-00 Vehicle Sold 7/16/2026 7/17/2026MATTHEWS, NC 28104 Proration 0088654202 JMD7274 AUTHORIZED ($5.41) ($0.76) ($0.58) ($0.13) ($0.97) 751597428 Refund Generated due to proration on Bill #0074009897-2024- 2024-0000-00 Vehicle Totalled 7/2/2026 7/6/2026MONROE, NC 28111 Proration 0074009897 EJX6259 AUTHORIZED LEWIS, LILLIAN MELTON LEWIS, LILLIAN MELTON PO BOX 432 7/28/2026 ($18.40) ($8.40) ($1.74) ($0.73) ($6.36) ($43.83) $79.46 ($12.41) $20.26 LIDDIC, BRITTNEY LEE LIDDIC, BRITTNEY LEE 6809 PROVIDENCE RD S WAXHAW, NC 28173 Adjustment < $100 0092320346 LVKYSP PENDING 755696346 Refund Generated due to adjustment on Bill #0092320346- 2026-2026-0000-00 Over Assessment ($41.41) ($162.10) ($30.00) ($3.91) ($1.66)880776876 Refund Generated due to proration on Bill #0085522502-2025- 2025-0000-00 Vehicle Sold 7/23/2026 7/24/2026KNIGHTDALE, NC 27545 Proration 0085522502 LBE2833 AUTHORIZEDLITTLE, JAMES SCOTTY LITTLE, JAMES SCOTTY 418 ADMIRAL WAY Vehicle Sold 7/13/2026 7/14/2026 ($8.08) ($1.24) ($1.97) ($0.87) ($0.19) ($1.44) ($18.52) $32.31 ($14.33) ($98.66) $352.07 LIU, JIANHUI LIU, JIANHUI 128 HIGHCLERE DR WAXHAW, NC 28173 Proration 0084205467 LCL2827 AUTHORIZED 878883978 Refund Generated due to proration on Bill #0084205467-2024- 2024-0000-00 Page 7 of 15 537 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 ($56.19)$0.00 600 TAX ($84.99)$0.00 023 TAX ($21.35)$0.00 003 TAX ($5.30)$0.00 005 TAX ($2.25)$0.00 004 TAX ($19.45)$0.00 002 TAX ($133.88)$0.00 Refund 001 TAX ($4.93)$0.00 500 TAX ($11.63)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($1.58)$0.00 003 TAX ($0.53)$0.00 005 TAX ($0.12)$0.00 004 TAX ($0.88)$0.00 002 TAX ($11.30)$0.00 Refund 001 TAX ($26.22)$0.00 028 TAX ($10.73)$0.00 003 TAX ($2.47)$0.00 005 TAX ($1.05)$0.00 004 TAX ($9.07)$0.00 002 TAX ($62.48)$0.00 Refund 001 TAX ($37.02)$0.00 028 TAX ($15.15)$0.00 003 TAX ($3.49)$0.00 005 TAX ($1.48)$0.00 004 TAX ($12.82)$0.00 002 TAX ($88.22)$0.00 Refund 001 TAX ($3.70)$0.00 028 TAX ($1.51)$0.00 003 TAX ($0.35)$0.00 005 TAX ($0.15)$0.00 004 TAX ($1.28)$0.00 002 TAX ($8.81)$0.00 Refund 001 TAX ($12.23)$0.00 600 TAX ($18.49)$0.00 023 TAX ($4.64)$0.00 003 TAX ($1.15)$0.00 005 TAX ($0.49)$0.00 004 TAX ($4.23)$0.00 002 TAX ($29.13)$0.00 Refund 001 TAX ($30.89)$0.00 015 TAX ($13.03)$0.00 003 TAX ($2.91)$0.00 005 TAX ($1.24)$0.00 004 TAX ($10.69)$0.00 002 TAX ($73.61)$0.00 Refund 001 TAX ($11.49)$0.00 026 TAX ($3.11)$0.00 003 TAX ($1.08)$0.00 005 TAX ($0.46)$0.00 004 TAX ($3.97)$0.00 002 TAX ($27.38)$0.00 Refund 001 TAX ($0.42)$0.00 600 TAX ($0.47)$0.00 023 TAX ($0.13)$0.00 003 TAX ($0.04)$0.00 005 TAX ($0.01)$0.00 004 TAX ($0.07)$0.00 002 TAX ($0.95)$0.00 Refund 001 TAX ($20.33)$0.00 026 TAX ($5.50)$0.00 003 TAX ($1.92)$0.00 005 TAX ($0.82)$0.00 004 TAX ($7.03)$0.00 002 TAX ($48.44)$0.00 Refund MAMIDI, MADHAVI PRASANTHA MAMIDI, MADHAVI PRASANTHA 2708 DOMBEY ST WAXHAW, NC 28173 Proration 0085335539 KFZ9634 AUTHORIZED 1004488736 Refund Generated due to proration on Bill #0085335539-2024- 2024-0000-00 ($56.19) ($84.99) ($21.35) ($5.30) ($2.25)878928981 Refund Generated due to proration on Bill #0090002401-2025- 2025-0000-00 Vehicle Totalled 7/14/2026 7/15/2026INDIAN TRAIL, NC 28079 Proration 0090002401 BB1651A AUTHORIZED M&D STARCOMFORT LLC M&D STARCOMFORT LLC 2007 MOONSTONE LN Vehicle Totalled 7/14/2026 7/15/2026 ($4.93) ($11.63) $0.00 ($1.58) ($0.53) ($0.12) ($0.88) ($11.30) $30.97 ($19.45) ($133.88) $323.41 ($26.22) ($10.73) ($2.47) ($1.05) ($9.07) 752853576 Refund Generated due to proration on Bill #0044607117-2025- 2025-0000-00 Vehicle Sold 7/10/2026 7/13/2026WAXHAW, NC 28173 Proration 0044607117 TDB4784 AUTHORIZEDMANERY, BRETT WILLIAM MANERY, BRETT WILLIAM 6912 SPRUCE PINE TRL 7/10/2026 7/13/2026 ($37.02) ($15.15) ($3.49) ($1.48) ($12.82) ($88.22) $158.18 ($62.48) $112.02 MANERY, JANA LYNETTE MANERY, JANA LYNETTE 6912 SPRUCE PINE TRL WAXHAW, NC 28173 Proration 0077467846 VCM4361 AUTHORIZED 752853588 Refund Generated due to proration on Bill #0077467846-2025- 2025-0000-00 Vehicle Sold ($3.70) ($1.51) ($0.35) ($0.15) ($1.28) 753368154 Refund Generated due to proration on Bill #0032951678-2025- 2025-0000-00 Vehicle Sold 7/14/2026 7/15/2026WAXHAW, NC 28173 Proration 0032951678 CCJ7621 AUTHORIZEDMANERY, RANDY NEAL MANERY, RANDY NEAL MANERY, LINDA GAIL 7119 MASSEY RD 7/9/2026 ($12.23) ($18.49) ($4.64) ($1.15) ($0.49) ($4.23) ($29.13) $70.36 ($8.81) $15.80 MANRING, RICHARD KEITH MANRING, RICHARD KEITH 1706 TOP FLIGHT DR INDIAN TRAIL, NC 28079 Adjustment < $100 0083325578 CR51349 PENDING 878089625 Refund Generated due to adjustment on Bill #0083325578- 2025-2025-0000-00 Over Assessment ($30.89) ($13.03) ($2.91) ($1.24) ($10.69) 752213394 Refund Generated due to proration on Bill #0070554217-2025- 2025-0000-00 Vehicle Sold 7/7/2026 7/8/2026WAXHAW, NC 28173 Proration 0070554217 KEB3181 AUTHORIZEDMCCLAIN, SHAWN PATRICK MCCLAIN, SHAWN PATRICK 1218 ROSEHILL DR 7/21/2026 7/22/2026 ($11.49) ($3.11) ($1.08) ($0.46) ($3.97) ($27.38) $47.49 ($73.61) $132.37 MCKENZIE, JEFFREY CRAIG MCKENZIE, JEFFREY CRAIG MCKENZIE, JILL NAUMAN 502 BEAUHAVEN LN WAXHAW, NC 28173 Proration 0059002789 HBR5204 AUTHORIZED 754523208 Refund Generated due to proration on Bill #0059002789-2025- 2025-0000-00 Vehicle Sold MEEHAN, VIRGINIA FAITH MEEHAN, VIRGINIA FAITH 302 FOXWOOD DR WAXHAW, NC 28173 Proration 0063942309 TEZ3395 AUTHORIZED 752853246 Refund Generated due to proration on Bill #0063942309-2025- 2025-0000-00 ($0.42) ($0.47) ($0.13) ($0.04) ($0.01)878886274 Refund Generated due to proration on Bill #0042297708-2024- 2024-0000-00 Vehicle Sold 7/13/2026 7/14/2026CUMMING, GA 30028 Proration 0042297708 THA1363 AUTHORIZEDMCLENNON, PAMELA ANN MCLENNON, PAMELA ANN 6585 RHETT RUN Vehicle Sold 7/10/2026 7/13/2026 ($20.33) ($5.50) ($1.92) ($0.82) ($7.03) ($48.44) $84.04 ($0.07) ($0.95) $2.09 Page 8 of 15 538 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 ($4.37)$0.00 200 TAX ($17.14)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.41)$0.00 005 TAX ($0.17)$0.00 004 TAX ($1.52)$0.00 002 TAX ($10.43)$0.00 Refund 001 TAX ($8.11)$0.00 200 TAX ($31.73)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.76)$0.00 005 TAX ($0.32)$0.00 004 TAX ($2.81)$0.00 002 TAX ($19.32)$0.00 Refund 001 TAX ($18.26)$0.00 101 TAX ($9.15)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($4.94)$0.00 003 TAX ($1.72)$0.00 005 TAX ($0.73)$0.00 004 TAX ($6.32)$0.00 002 TAX ($43.51)$0.00 Refund 001 TAX ($56.21)$0.00 026 TAX ($15.20)$0.00 003 TAX ($5.30)$0.00 005 TAX ($2.25)$0.00 004 TAX ($19.45)$0.00 002 TAX ($133.92)$0.00 Refund 001 TAX ($7.76)$0.00 500 TAX ($20.01)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($3.17)$0.00 003 TAX ($0.73)$0.00 005 TAX ($0.31)$0.00 004 TAX ($2.68)$0.00 002 TAX ($18.48)$0.00 Refund 001 TAX ($5.69)$0.00 500 TAX ($13.42)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($1.82)$0.00 003 TAX ($0.61)$0.00 005 TAX ($0.14)$0.00 004 TAX ($1.02)$0.00 002 TAX ($13.05)$0.00 Refund 001 TAX ($12.46)$0.00 026 TAX ($3.37)$0.00 003 TAX ($1.17)$0.00 005 TAX ($0.50)$0.00 004 TAX ($4.31)$0.00 002 TAX ($29.68)$0.00 Refund 001 TAX ($33.24)$0.00 026 TAX ($8.10)$0.00 003 TAX ($3.56)$0.00 005 TAX ($0.80)$0.00 004 TAX ($5.95)$0.00 002 TAX ($76.21)$0.00 Refund 001 TAX ($2.10)$0.00 800 TAX ($0.65)$0.00 026 TAX ($0.57)$0.00 003 TAX ($0.20)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.73)$0.00 002 TAX ($5.01)$0.00 Refund 001 TAX ($77.59)$0.00 026 TAX ($20.98)$0.00 003 TAX ($7.32)$0.00 005 TAX ($3.10)$0.00 004 TAX ($26.85)$0.00 002 TAX ($184.87)$0.00 Refund MERINO, NANCY 2027 PLEASANT KNOLL LN ($1.52) ($10.43) $34.04 MERINO, NANCY MERINO, NANCY 2027 PLEASANT KNOLL LN MONROE, NC 28112 Adjustment < $100 0064358636 VBF5713 PENDING 879182969 Refund Generated due to adjustment on Bill #0064358636- 2025-2025-0000-03 ($4.37) ($17.14) $0.00 ($0.41) ($0.17)877855300 Refund Generated due to adjustment on Bill #0092143966- 2026-2026-0000-00 Over Assessment 7/8/2026MONROE, NC 28112 Adjustment < $100 0092143966 6954FF PENDINGMERINO, NANCY MILAZO, JOHN MARVIN MILAZO, JOHN MARVIN 7217 STONEHAVEN DR Adjustment 7/15/2026 ($8.11) ($31.73) $0.00 ($0.76) ($0.32) ($2.81) ($19.32) $63.05 MODENTO GROUP LLC SIDHU, MANINDER SINGH 15720 BRIXHAM HILL AVE STE 300 ($0.73) ($6.32) ($43.51) $84.63 ($18.26) ($9.15) $0.00 ($4.94) ($1.72)1004441120 Refund Generated due to proration on Bill #0069600023-2025- 2025-0000-00 Vehicle Sold 7/13/2026 7/14/2026WAXHAW, NC 28173 Proration 0069600023 EAV5597 AUTHORIZED ($133.92) $232.33 MORRIS, HOPE EDWARDS MORRIS, HOPE EDWARDS 1704 RIDGE HAVEN RD WAXHAW, NC 28173 Proration 0062669411 HKD1932 AUTHORIZED 1005044272 Refund Generated due to proration on Bill #0062669411-2025- 2025-0000-00 Vehicle Totalled ($56.21) ($15.20) ($5.30) ($2.25) ($19.45) 754524792 Refund Generated due to proration on Bill #0088479183-2025- 2025-0000-00 Vehicle Sold 7/21/2026 7/22/2026CHARLOTTE, NC 28277 Proration 0088479183 LMH4964 AUTHORIZEDMODENTO GROUP LLC OBERER, ANDREW JAMES OBERER, ANDREW JAMES 1220 NIGHTINGALE RD 7/16/2026 7/17/2026 ($7.76) ($20.01) $0.00 ($3.17) ($0.73) ($0.31) ($2.68) ($18.48) $53.14 ($0.14) ($1.02) ($13.05) $35.75 ($5.69) ($13.42) $0.00 ($1.82) ($0.61)1007595104 Refund Generated due to proration on Bill #0085216101-2024- 2024-0000-00 Vehicle Sold 7/28/2026 7/29/2026WAXHAW, NC 28173 Proration 0085216101 VDZ9512 AUTHORIZED ($12.46) ($3.37) ($1.17) ($0.50) ($4.31) 756479346 Refund Generated due to proration on Bill #0069814084-2025- 2025-0000-00 Vehicle Sold 7/31/2026 8/3/2026MATTHEWS, NC 28104 Proration 0069814084 KCR7768 AUTHORIZEDO'CONNELL, AMBER FAISON O'CONNELL, AMBER FAISON 700 CASTLESTONE LN 7/31/2026 8/3/2026 ($33.24) ($8.10) ($3.56) ($0.80) ($5.95) ($76.21) $127.86 ($29.68) $51.49 O'CONNELL, DAVID CHRISTOPHER O'CONNELL, DAVID CHRISTOPHER 700 CASTLESTONE LN MATTHEWS, NC 28104 Proration 0070336576 1LSUCP AUTHORIZED 756479334 Refund Generated due to proration on Bill #0070336576-2024- 2024-0000-00 Vehicle Sold ($2.10) ($0.65) ($0.57) ($0.20) ($0.08)880775910 Refund Generated due to proration on Bill #0050421988-2025- 2025-0000-00 Vehicle Sold 7/23/2026 7/24/2026MATTHEWS, NC 28104 Proration 0050421988 PMX4613 AUTHORIZEDOLDRE, KEITH ALLAN OLDRE, KEITH ALLAN 209 STILLWELL DR Reg . Out of state 7/24/2026 7/27/2026 ($77.59) ($20.98) ($7.32) ($3.10) ($26.85) ($184.87) $320.71 ($0.73) ($5.01) $9.34 OWENS, JAMES DARREN OWENS, JAMES DARREN 2312 EXCALIBUR DR INDIAN LAND, SC 29707 Proration 0081643762 BATWNG AUTHORIZED 755149602 Refund Generated due to proration on Bill #0081643762-2025- 2025-0000-00 Page 9 of 15 539 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($8.67)$0.00 026 TAX ($2.34)$0.00 003 TAX ($0.82)$0.00 005 TAX ($0.35)$0.00 004 TAX ($3.00)$0.00 002 TAX ($20.66)$0.00 Refund 001 TAX ($27.61)$0.00 026 TAX ($7.47)$0.00 003 TAX ($2.61)$0.00 005 TAX ($1.11)$0.00 004 TAX ($9.55)$0.00 002 TAX ($65.79)$0.00 Refund 001 TAX ($12.44)$0.00 101 TAX ($6.23)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($3.36)$0.00 003 TAX ($1.17)$0.00 005 TAX ($0.49)$0.00 004 TAX ($4.31)$0.00 002 TAX ($29.63)$0.00 Refund 001 TAX ($21.80)$0.00 700 TAX ($36.65)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($8.96)$0.00 003 TAX ($2.06)$0.00 005 TAX ($0.87)$0.00 004 TAX ($7.54)$0.00 002 TAX ($51.93)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($14.43)$0.00 200 VEHICLE FEE ($30.00)$0.00 700 TAX $6.20 $0.00 700 VEHICLE FEE $25.00 $0.00 020 TAX $1.52 $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 ($0.98)($0.06) 200 TAX ($3.02)($0.17) 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.10)$0.00 005 TAX ($0.02)($0.01) 004 TAX ($0.18)($0.01) 002 TAX ($2.25)($0.13) Refund 001 TAX ($4.33)$0.00 500 TAX ($11.16)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($1.77)$0.00 003 TAX ($0.41)$0.00 005 TAX ($0.17)$0.00 004 TAX ($1.49)$0.00 002 TAX ($10.31)$0.00 Refund 001 TAX ($2.73)$0.00 200 TAX ($10.71)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.26)$0.00 005 TAX ($0.11)$0.00 004 TAX ($0.94)$0.00 002 TAX ($6.52)$0.00 Refund 001 TAX ($7.56)$0.00 800 TAX ($2.35)$0.00 026 TAX ($2.04)$0.00 003 TAX ($0.71)$0.00 005 TAX ($0.30)$0.00 004 TAX ($2.62)$0.00 002 TAX ($18.01)$0.00 Refund ($8.67) ($2.34) ($0.82) ($0.35) ($3.00) 755149614 Refund Generated due to proration on Bill #0087640159-2025- 2025-0000-00 Reg . Out of state 7/24/2026 7/27/2026INDIAN LAND, SC 29707 Proration 0087640159 LJP5798 AUTHORIZEDOWENS, JAMES DARREN OWENS, JAMES DARREN 2312 EXCALIBUR DR 7/24/2026 7/27/2026 ($27.61) ($7.47) ($2.61) ($1.11) ($9.55) ($65.79) $114.14 ($20.66) $35.84 OWENS, JAMES DARREN OWENS, JAMES DARREN 2312 EXCALIBUR DR INDIAN LAND, SC 29707 Proration 0081258556 DAZYDUKE AUTHORIZED 755149668 Refund Generated due to proration on Bill #0081258556-2025- 2025-0000-00 Reg . Out of state PATEL, PANKIL DIPAK PATEL, PANKIL DIPAK 1116 YARROW ST ($0.49) ($4.31) ($29.63) $57.63 ($12.44) ($6.23) $0.00 ($3.36) ($1.17)1002912616 Refund Generated due to proration on Bill #0037354341-2025- 2025-0000-00 Vehicle Sold 7/6/2026 7/7/2026MARVIN, NC 28173 Proration 0037354341 ELR7622 AUTHORIZED PANDYA, JAYANTILAL MAGANLAL PANDYA, JAYANTILAL MAGANLAL PANDYA, JYOTSNA JAYANTILAL 2056 ROCKY HOLLOW DR PERRY, STACEY RENEA 2905 MATTHEWS INDIAN TRAIL RD ($0.87) ($7.54) ($51.93) $129.81 ($21.80) ($36.65) $0.00 ($8.96) ($2.06)1006031560 Refund Generated due to proration on Bill #0089207417-2025- 2025-0000-00 Vehicle Sold 7/21/2026 7/22/2026MATTHEWS, NC 28104 Proration 0089207417 KAJ6180 AUTHORIZED $1.52 $0.00 $0.00 $0.00 $0.00 $0.00 ($14.43) ($30.00) $6.20 $25.00 1255972880 Refund Generated due to adjustment on Bill #0092196958- 2025-2025-0000 Situs error 7/15/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0092196958 TLY8075 PENDING PICKETT, JUSTIN CALEB PICKETT, JUSTIN CALEB 1204 NIGHTINGALE RD 7/8/2026 ($1.04) ($3.19) $0.00 ($0.10) ($0.03) ($0.19) ($2.38) $6.93 $11.71 PETHTEL, JENNIFER MARIE PETHTEL, JENNIFER MARIE 124 WINCHESTER AVE STE C MONROE, NC 28110 Proration 0086236087 VAF9571 AUTHORIZED 877582174 Refund Generated due to proration on Bill #0086236087-2024- 2024-0000-00 Vehicle Sold 7/7/2026 PERRY, STACEY RENEA ($0.17) ($1.49) ($10.31) $29.64 ($4.33) ($11.16) $0.00 ($1.77) ($0.41)1007535624 Refund Generated due to proration on Bill #0078945609-2025- 2025-0000-00 Vehicle Sold 7/27/2026 7/28/2026WAXHAW, NC 28173 Proration 0078945609 LCX1978 AUTHORIZED ($2.73) ($10.71) $0.00 ($0.26) ($0.11)878329606 Refund Generated due to adjustment on Bill #0085679986- 2025-2025-0000-00 Over Assessment 7/10/2026MONROE, NC 28112 Adjustment < $100 0085679986 LKF7172 PENDINGPINNER, JULIAN MILES PINNER, JULIAN MILES 1012 E FRANKLIN ST Vehicle Sold 7/24/2026 7/27/2026 ($7.56) ($2.35) ($2.04) ($0.71) ($0.30) ($2.62) ($18.01) $33.59 ($0.94) ($6.52) $21.27 PLUMB LINE CAPTIAL PARTNERS LLC PLUMB LINE CAPTIAL PARTNERS LLC LINDBERG, MATTHEW CRAIG 206 SUGAR PLUM CT WEDDINGTON, NC 28104 Proration 0074705633 FAV3108 AUTHORIZED 881007988 Refund Generated due to proration on Bill #0074705633-2025- 2025-0000-00 Page 10 of 15 540 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($8.11)$0.00 970 TAX ($1.63)$0.00 026 TAX ($2.19)$0.00 003 TAX ($0.77)$0.00 005 TAX ($0.33)$0.00 004 TAX ($2.81)$0.00 002 TAX ($19.33)$0.00 Refund 001 TAX ($37.52)$0.00 700 TAX ($63.09)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($14.25)$0.00 003 TAX ($3.54)$0.00 005 TAX ($1.50)$0.00 004 TAX ($12.98)$0.00 002 TAX ($89.39)$0.00 Refund 001 TAX ($14.93)$0.00 600 TAX ($22.57)$0.00 023 TAX ($5.67)$0.00 003 TAX ($1.41)$0.00 005 TAX ($0.60)$0.00 004 TAX ($5.17)$0.00 002 TAX ($35.57)$0.00 Refund 001 TAX ($12.76)$0.00 028 TAX ($5.83)$0.00 003 TAX ($1.20)$0.00 005 TAX ($0.51)$0.00 004 TAX ($4.42)$0.00 002 TAX ($30.41)$0.00 Refund 001 TAX ($1.05)$0.00 026 TAX ($0.26)$0.00 003 TAX ($0.11)$0.00 005 TAX ($0.02)$0.00 004 TAX ($0.19)$0.00 002 TAX ($2.41)$0.00 Refund 001 TAX ($0.87)$0.00 018 TAX ($0.36)$0.00 003 TAX ($0.09)$0.00 005 TAX ($0.02)$0.00 004 TAX ($0.16)$0.00 002 TAX ($2.00)$0.00 Refund 001 TAX ($18.84)$0.00 200 TAX ($73.74)$0.00 200 VEHICLE FEE ($30.00)$0.00 003 TAX ($1.78)$0.00 005 TAX ($0.75)$0.00 004 TAX ($6.52)$0.00 002 TAX ($44.88)$0.00 Refund 001 TAX ($2.72)$0.00 200 TAX ($10.65)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.25)$0.00 005 TAX ($0.11)$0.00 004 TAX ($0.94)$0.00 002 TAX ($6.48)$0.00 Refund 001 TAX ($4.60)$0.00 017 TAX ($2.92)$0.00 003 TAX ($0.43)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.59)$0.00 002 TAX ($10.95)$0.00 Refund 001 TAX ($6.83)$0.00 200 TAX ($26.73)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.64)$0.00 005 TAX ($0.27)$0.00 004 TAX ($2.36)$0.00 002 TAX ($16.27)$0.00 Refund PORTNYAGINA, NATALYA PORTNYAGINA, NATALYA 2352 CAERNARFON LN MATTHEWS, NC 28104 Proration 0087872620 LAC9560 AUTHORIZED 1005338392 Refund Generated due to proration on Bill #0087872620-2025- 2025-0000-00 ($8.11) ($1.63) ($2.19) ($0.77) ($0.33)882250915 Refund Generated due to proration on Bill #0089981466-2025- 2025-0000-00 Vehicle Sold 7/30/2026 7/31/2026 WESLEY CHAPEL, NC 28104 Proration 0089981466 DDZ8741 AUTHORIZED POPE, JACQUELINE KATE POPE, JACQUELINE KATE 1541 GOLDEN RAIN DR Vehicle Sold 7/17/2026 7/21/2026 ($37.52) ($63.09) $0.00 ($14.25) ($3.54) ($1.50) ($12.98) ($89.39) $222.27 ($2.81) ($19.33) $35.17 ($14.93) ($22.57) ($5.67) ($1.41) ($0.60)882252308 Refund Generated due to proration on Bill #0088381009-2025- 2025-0000-00 Vehicle Sold 7/30/2026 7/31/2026INDIAN TRAIL, NC 28079 Proration 0088381009 JBR3308 AUTHORIZEDPRANDONI, ROSANNE PRANDONI, ROSANNE PRANDONI, RICHARD JAMES 1012 TRILLIUM PL Over Assessment 7/13/2026 ($12.76) ($5.83) ($1.20) ($0.51) ($4.42) ($30.41) $55.13 ($5.17) ($35.57) $85.92 PRIVETT, THOMAS EVERETT PRIVETT, THOMAS EVERETT PRIVETT, LESLEE BILODEAU 1112 MEANDER LN WAXHAW, NC 28173 Adjustment < $100 0092030689 0978NL PENDING 753329166 Refund Generated due to adjustment on Bill #0092030689- 2026-2026-0000-00 ($1.05) ($0.26) ($0.11) ($0.02) ($0.19) 753366576 Refund Generated due to proration on Bill #0072536061-2024- 2024-0000-00 Vehicle Sold 7/14/2026 7/15/2026WAXHAW, NC 28173 Proration 0072536061 EMW2505 AUTHORIZEDRANGARAJAN, RAVI RANGARAJAN, RAVI 11022 ROYAL COLONY DR 7/1/2026 7/2/2026 ($0.87) ($0.36) ($0.09) ($0.02) ($0.16) ($2.00) $3.50 ($2.41) $4.04 RAYE, EDWARD LYNN II RAYE, EDWARD LYNN II 944 HASTY RD MARSHVILLE, NC 28103 Proration 0077802684 CP24365 AUTHORIZED 751167336 Refund Generated due to proration on Bill #0077802684-2023- 2023-0000-00 Vehicle Sold ($18.84) ($73.74) ($30.00) ($1.78) ($0.75)876864730 Refund Generated due to proration on Bill #0078851656-2025- 2025-0000-00 Vehicle Sold 7/2/2026 7/6/2026MONROE, NC 28112 Proration 0078851656 BMF2561 AUTHORIZEDRISTAINO, DEANA RISTAINO, DEANA 506 S CHURCH ST Vehicle Totalled 7/2/2026 7/6/2026 ($2.72) ($10.65) $0.00 ($0.25) ($0.11) ($0.94) ($6.48) $21.15 ($6.52) ($44.88) $176.51 RIVERA IXTEPAN, MIREYA RIVERA IXTEPAN, MIREYA 1203 SYCAMORE ST MONROE, NC 28112 Proration 0076587644 RHP8598 AUTHORIZED 876863295 Refund Generated due to proration on Bill #0076587644-2025- 2025-0000-00 ($4.60) ($2.92) ($0.43) ($0.19) ($1.59) 756215034 Refund Generated due to proration on Bill #0016588107-2025- 2025-0000-00 Vehicle Sold 7/30/2026 7/31/2026MARSHVILLE, NC 28103 Proration 0016588107 YT1848 AUTHORIZEDSALEM CREEK FARM SALEM CREEK FARM HELMS, MICHAEL SCOTT 3657 HOLLY SCHOOL RD 7/10/2026 7/13/2026 ($6.83) ($26.73) $0.00 ($0.64) ($0.27) ($2.36) ($16.27) $53.10 ($10.95) $20.68 SALVAT, DAVID MICHAEL SALVAT, DAVID MICHAEL 1417 GRIFFITH RD MONROE, NC 28112 Proration 0089070304 VHY7742 AUTHORIZED 878330796 Refund Generated due to proration on Bill #0089070304-2025- 2025-0000-00 Vehicle Totalled Page 11 of 15 541 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 ($1.89)$0.00 029 TAX ($0.43)$0.00 003 TAX ($0.20)$0.00 005 TAX ($0.04)$0.00 004 TAX ($0.34)$0.00 002 TAX ($4.34)$0.00 Refund 001 TAX ($6.75)$0.00 029 TAX ($1.60)$0.00 003 TAX ($0.63)$0.00 005 TAX ($0.27)$0.00 004 TAX ($2.33)$0.00 002 TAX ($16.07)$0.00 Refund 001 TAX ($1.63)$0.00 700 TAX ($2.74)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($0.67)$0.00 003 TAX ($0.15)$0.00 005 TAX ($0.06)$0.00 004 TAX ($0.56)$0.00 002 TAX ($3.88)$0.00 Refund 001 TAX ($2.31)$0.00 017 TAX ($0.83)$0.00 003 TAX ($0.25)$0.00 005 TAX ($0.05)$0.00 004 TAX ($0.41)$0.00 002 TAX ($5.30)$0.00 Refund 001 TAX ($6.90)$0.00 600 TAX ($10.44)$0.00 026 TAX ($1.86)$0.00 003 TAX ($0.65)$0.00 005 TAX ($0.27)$0.00 004 TAX ($2.39)$0.00 002 TAX ($16.44)$0.00 Refund 001 TAX ($6.73)$0.00 026 TAX ($1.82)$0.00 003 TAX ($0.64)$0.00 005 TAX ($0.27)$0.00 004 TAX ($2.32)$0.00 002 TAX ($16.03)$0.00 Refund 001 TAX ($42.31)$0.00 700 TAX ($71.16)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($17.39)$0.00 003 TAX ($3.99)$0.00 005 TAX ($1.69)$0.00 004 TAX ($14.65)$0.00 002 TAX ($100.83)$0.00 Refund 001 TAX ($24.03)$0.00 019 TAX ($10.60)$0.00 003 TAX ($2.27)$0.00 005 TAX ($0.96)$0.00 004 TAX ($8.32)$0.00 002 TAX ($57.26)$0.00 Refund 001 TAX ($0.69)($0.05) 930 TAX ($0.08)$0.00 016 TAX ($0.25)($0.01) 003 TAX ($0.07)$0.00 005 TAX ($0.02)$0.00 004 TAX ($0.12)($0.01) 002 TAX ($1.57)($0.07) Refund 001 TAX ($29.59)$0.00 700 TAX ($49.76)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($11.24)$0.00 003 TAX ($2.79)$0.00 005 TAX ($1.18)$0.00 004 TAX ($10.24)$0.00 002 TAX ($70.50)$0.00 Refund ($1.89) ($0.43) ($0.20) ($0.04) ($0.34) 752211882 Refund Generated due to proration on Bill #0078157148-2024- 2024-0000-00 Vehicle Sold 7/7/2026 7/8/2026LANCASTER, SC 29720 Proration 0078157148 TZ4994 AUTHORIZED SANCHEZ CASTREJON, JESUS OBED SANCHEZ CASTREJON, JESUS OBED 1220 OLD GREENBRIAR DR SANFORD, MARY KATHERINE SANFORD, MARY KATHERINE 1136 AFTERNOON SUN RD 7/7/2026 7/8/2026 ($6.75) ($1.60) ($0.63) ($0.27) ($2.33) ($16.07) $27.65 ($4.34) $7.24 SANCHEZ CASTREJON, JESUS OBED SANCHEZ CASTREJON, JESUS OBED 1220 OLD GREENBRIAR DR LANCASTER, SC 29720 Proration 0089685594 WAW2548 AUTHORIZED 752211888 Refund Generated due to proration on Bill #0089685594-2025- 2025-0000-00 Reg . Out of state ($0.06) ($0.56) ($3.88) $9.69 ($1.63) ($2.74) $0.00 ($0.67) ($0.15)1007938448 Refund Generated due to proration on Bill #0039653756-2025- 2025-0000-00 Vehicle Sold 7/29/2026 7/30/2026MATTHEWS, NC 28104 Proration 0039653756 FCD1315 AUTHORIZED ($2.31) ($0.83) ($0.25) ($0.05) ($0.41) 754003782 Refund Generated due to proration on Bill #0077771782-2024- 2024-0000-00 Vehicle Sold 7/17/2026 7/21/2026MARSHVILLE, NC 28103 Proration 0077771782 VAN6172 AUTHORIZEDSCHLAPPICH, AMY ELIZABETH SCHLAPPICH, AMY ELIZABETH 5814 MORGAN ACADEMY RD 7/2/2026 7/6/2026 ($6.90) ($10.44) ($1.86) ($0.65) ($0.27) ($2.39) ($16.44) $38.95 ($5.30) $9.15 SHAH, DARSHAN NAVNITLAL SHAH, DARSHAN NAVNITLAL SHAH, NIMISHA DARSHAN 9007 MAGNA LN INDIAN TRAIL, NC 28079 Proration 0089155181 MBD3357 AUTHORIZED 876864716 Refund Generated due to proration on Bill #0089155181-2025- 2025-0000-00 Vehicle Totalled ($6.73) ($1.82) ($0.64) ($0.27) ($2.32) 754524366 Refund Generated due to proration on Bill #0016606892-2025- 2025-0000-00 Vehicle Sold 7/21/2026 7/22/2026WAXHAW, NC 28173 Proration 0016606892 0063UA AUTHORIZED SKINNER, FRANK SAMUEL III SKINNER, FRANK SAMUEL III SKINNER, KIMBERLY WILLIAMS 8617 MOSSINGTON LN 7/31/2026 8/3/2026 ($42.31) ($71.16) $0.00 ($17.39) ($3.99) ($1.69) ($14.65) ($100.83) $252.02 ($16.03) $27.81 SMITH, ROBERT MICHAEL SMITH, ROBERT MICHAEL 1001 YARROW ST MATTHEWS, NC 28104 Proration 0076537345 JLJ9340 AUTHORIZED 1008640032 Refund Generated due to proration on Bill #0076537345-2025- 2025-0000-00 Vehicle Sold ($24.03) ($10.60) ($2.27) ($0.96) ($8.32) 755149674 Refund Generated due to proration on Bill #0071349323-2025- 2025-0000-00 Vehicle Sold 7/24/2026 7/27/2026MONROE, NC 28110 Proration 0071349323 KAM1596 AUTHORIZEDSTAFFORD, TAMIKA CATINA STAFFORD, TAMIKA CATINA 5014 WEDDINGTON POINTE DR STEIN, STEPHEN ROBERT STEIN, STEPHEN ROBERT STEIN, EILEEN SHARON 4628 SHANNAMARA DR 7/14/2026 7/15/2026 ($0.74) ($0.08) ($0.26) ($0.07) ($0.02) ($0.13) ($1.64) $2.94 ($57.26) $103.44 STANCIL, MICHAEL DALE STANCIL, MICHAEL DALE 8903 OLD FERRY RD MONROE, NC 28110 Proration 0066174299 THR6225 AUTHORIZED 878929751 Refund Generated due to proration on Bill #0066174299-2024- 2024-0000-00 Vehicle Sold ($1.18) ($10.24) ($70.50) $175.30 ($29.59) ($49.76) $0.00 ($11.24) ($2.79)1005044208 Refund Generated due to proration on Bill #0070561641-2025- 2025-0000-00 Vehicle Sold 7/16/2026 7/17/2026MATTHEWS, NC 28104 Proration 0070561641 LUCIDITY AUTHORIZED Page 12 of 15 542 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($22.32)$0.00 026 TAX ($6.04)$0.00 003 TAX ($2.11)$0.00 005 TAX ($0.89)$0.00 004 TAX ($7.73)$0.00 002 TAX ($53.18)$0.00 Refund 001 TAX ($11.14)$0.00 700 TAX ($18.73)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($4.23)$0.00 003 TAX ($1.05)$0.00 005 TAX ($0.45)$0.00 004 TAX ($3.85)$0.00 002 TAX ($26.54)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($4.66)$0.00 200 VEHICLE FEE ($30.00)$0.00 023 TAX $0.45 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($17.62)$0.00 700 TAX ($29.62)$0.00 023 TAX ($6.69)$0.00 003 TAX ($1.66)$0.00 005 TAX ($0.71)$0.00 004 TAX ($6.10)$0.00 002 TAX ($41.97)$0.00 Refund 001 TAX ($23.79)$0.00 930 TAX ($4.23)$0.00 016 TAX ($11.96)$0.00 003 TAX ($2.25)$0.00 005 TAX ($0.95)$0.00 004 TAX ($8.23)$0.00 002 TAX ($56.69)$0.00 Refund 001 TAX ($0.95)$0.00 600 TAX ($1.43)$0.00 020 TAX ($0.38)$0.00 003 TAX ($0.09)$0.00 005 TAX ($0.04)$0.00 004 TAX ($0.33)$0.00 002 TAX ($2.25)$0.00 Refund 001 TAX ($28.10)$0.00 970 TAX ($5.62)$0.00 026 TAX ($7.60)$0.00 003 TAX ($2.65)$0.00 005 TAX ($1.12)$0.00 004 TAX ($9.72)$0.00 002 TAX ($66.95)$0.00 Refund 001 TAX ($1.25)$0.00 600 TAX ($1.88)$0.00 020 TAX ($0.51)$0.00 003 TAX ($0.12)$0.00 005 TAX ($0.05)$0.00 004 TAX ($0.43)$0.00 002 TAX ($2.97)$0.00 Refund 001 TAX ($1.99)$0.00 023 TAX ($0.76)$0.00 003 TAX ($0.19)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.69)$0.00 002 TAX ($4.74)$0.00 Refund 001 TAX ($4.11)$0.00 026 TAX ($1.00)$0.00 003 TAX ($0.44)$0.00 005 TAX ($0.10)$0.00 004 TAX ($0.73)$0.00 002 TAX ($9.42)$0.00 Refund STEPHENS, ERIN ELIZABETH HAYS HAYS, ERNEST FREDERICK II 4012 HENSHAW RD ($53.18) $92.27 STONE, GREGORY PHILIP STONE, GREGORY PHILIP 1111 AVALON PL STALLINGS, NC 28104 Proration 0079393342 EFY5036 AUTHORIZED 1005337200 Refund Generated due to proration on Bill #0079393342-2025- 2025-0000-00 Vehicle Sold ($22.32) ($6.04) ($2.11) ($0.89) ($7.73) 752212506 Refund Generated due to proration on Bill #0091346471-2025- 2025-0000-00 Other Errors 7/7/2026 7/8/2026WAXHAW, NC 28173 Proration 0091346471 RLR6561 AUTHORIZED STEPHENS, ERIN ELIZABETH HAYS STUMP, ALYSSA CURCIONE STUMP, ALYSSA CURCIONE 8206 ILDEWILD RD 7/17/2026 7/21/2026 ($11.14) ($18.73) $0.00 ($4.23) ($1.05) ($0.45) ($3.85) ($26.54) $65.99 $0.00 $0.00 $0.00 $34.21 $0.00 ($4.66) ($30.00) $0.45 $0.001002130248 Refund Generated due to adjustment on Bill #0091984769- 2025-2025-0000 Situs error 7/2/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0091984769 RLW3680 PENDING ($17.62) ($29.62) ($6.69) ($1.66) ($0.71)876864702 Refund Generated due to proration on Bill #0078300140-2025- 2025-0000-00 Vehicle Sold 7/2/2026 7/6/2026INDIAN TRAIL, NC 28079 Proration 0078300140 CN97565 AUTHORIZEDTADLOCK, JERRY LEX TADLOCK, JERRY LEX TADLOCK, PATRICIA WIKLE 16113 DEEPWOOD PL Vehicle Sold 7/21/2026 7/22/2026 ($23.79) ($4.23) ($11.96) ($2.25) ($0.95) ($8.23) ($56.69) $108.10 ($6.10) ($41.97) $104.37 TART, BRITTAIN REID TART, BRITTAIN REID 9431 INDIAN TRAIL FAIRVIEW RD INDIAN TRAIL, NC 28079 Proration 0091919631 MDA8921 AUTHORIZED 880277405 Refund Generated due to proration on Bill #0091919631-2025- 2025-0000-00 ($0.95) ($1.43) ($0.38) ($0.09) ($0.04)879412485 Refund Generated due to adjustment on Bill #0084299760- 2025-2025-0000-00 Over Assessment 7/16/2026MATTHEWS, NC 28104 Adjustment < $100 0084299760 SERDPTY PENDINGTHE HONEYMOON PLANNER INC THE HONEYMOON PLANNER INC SANTORO- OMALLEY, DONNA JEAN 5615 BIGGERS BROOK DR Vehicle Sold 7/27/2026 7/28/2026 ($28.10) ($5.62) ($7.60) ($2.65) ($1.12) ($9.72) ($66.95) $121.76 ($0.33) ($2.25) $5.47 TIMCHENKO, DIMITRI TIMCHENKO, DIMITRI 116 JIM PARKER RD MONROE, NC 28110 Proration 0078595230 VDP9316 AUTHORIZED 881595155 Refund Generated due to proration on Bill #0078595230-2025- 2025-0000-00 ($1.25) ($1.88) ($0.51) ($0.12) ($0.05)881647284 Refund Generated due to proration on Bill #0086689587-2025- 2025-0000-00 Vehicle Sold 7/28/2026 7/29/2026INDIAN TRAIL, NC 28079 Proration 0086689587 VX2543 AUTHORIZED TWIN STATE ROAD SERVICE & HAULING LLC TWIN STATE ROAD SERVICE & HAULING LLC 218 WILLIAMS RESCUE RD Vehicle Sold 7/24/2026 7/27/2026 ($1.99) ($0.76) ($0.19) ($0.08) ($0.69) ($4.74) $8.45 ($0.43) ($2.97) $7.21 VAZQUEZ- GONZALEZ, ALLAN KEVIN VAZQUEZ- GONZALEZ, ALLAN KEVIN 5315 REID RD INDIAN TRAIL, NC 28079 Proration 0080585732 LEF1707 AUTHORIZED 755149716 Refund Generated due to proration on Bill #0080585732-2025- 2025-0000-00 ($4.11) ($1.00) ($0.44) ($0.10) ($0.73) 753782748 Refund Generated due to proration on Bill #0066929467-2024- 2024-0000-00 Vehicle Sold 7/16/2026 7/17/2026WAXHAW, NC 28173 Proration 0066929467 AFT8880 AUTHORIZED WATKINS, HEATHER PARMENTER WATKINS, HEATHER PARMENTER 521 PEMBROKE LN ($9.42) $15.80 Page 13 of 15 543 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 ($5.13)$0.00 200 TAX ($20.07)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.48)$0.00 005 TAX ($0.20)$0.00 004 TAX ($1.77)$0.00 002 TAX ($12.21)$0.00 Refund 001 TAX ($13.07)$0.00 101 TAX ($6.55)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($3.53)$0.00 003 TAX ($1.23)$0.00 005 TAX ($0.52)$0.00 004 TAX ($4.53)$0.00 002 TAX ($31.15)$0.00 Refund 001 TAX ($42.87)$0.00 101 TAX ($21.47)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($11.59)$0.00 003 TAX ($4.04)$0.00 005 TAX ($1.71)$0.00 004 TAX ($14.84)$0.00 002 TAX ($102.16)$0.00 Refund 001 TAX ($14.71)$0.00 500 TAX ($37.96)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($6.02)$0.00 003 TAX ($1.39)$0.00 005 TAX ($0.59)$0.00 004 TAX ($5.09)$0.00 002 TAX ($35.05)$0.00 Refund 001 TAX ($24.61)($1.24) 700 TAX ($41.39)($2.07) 700 VEHICLE FEE $0.00 $0.00 023 TAX ($9.35)($0.46) 003 TAX ($2.32)($0.11) 005 TAX ($0.98)($0.05) 004 TAX ($8.52)($0.43) 002 TAX ($58.65)($2.93) Refund 001 TAX ($2.22)$0.00 023 TAX ($0.84)$0.00 003 TAX ($0.21)$0.00 005 TAX ($0.09)$0.00 004 TAX ($0.77)$0.00 002 TAX ($5.29)$0.00 Refund 001 TAX ($3.50)$0.00 200 TAX ($13.70)$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 ($8.34)$0.00 Refund 001 TAX ($5.07)($0.27) 300 TAX ($10.57)($0.52) 300 VEHICLE FEE $0.00 $0.00 022 TAX ($2.66)($0.13) 003 TAX ($0.54)($0.03) 005 TAX ($0.12)$0.00 004 TAX ($0.91)($0.04) 002 TAX ($11.64)($0.58) Refund 001 TAX $0.00 $0.00 200 TAX ($27.24)$0.00 200 VEHICLE FEE ($30.00)$0.00 980 TAX $1.24 $0.00 021 TAX $3.34 $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 7/31/2026 8/3/2026 ($5.13) ($20.07) $0.00 ($0.48) ($0.20) ($1.77) ($12.21) $39.86 WAYENBERG, COLBY STEPHAN WAYENBERG, COLBY STEPHAN 3907 SOUTHWICK DR MONROE, NC 28110 Proration 0070828382 JBD3274 AUTHORIZED 882560371 Refund Generated due to proration on Bill #0070828382-2025- 2025-0000-00 Vehicle Totalled WEBER, DANIEL JOSEPH WEBER, DANIEL JOSEPH 15110 ARLETA CIR ($0.52) ($4.53) ($31.15) $60.58 ($13.07) ($6.55) $0.00 ($3.53) ($1.23)1007536776 Refund Generated due to proration on Bill #0065063592-2025- 2025-0000-00 Vehicle Sold 7/27/2026 7/28/2026CHARLOTTE, NC 28277 Proration 0065063592 0166UA AUTHORIZEDWEBER, DANIEL JOSEPH WEBER, DANIEL JOSEPH 15110 ARLETA CIR ($1.71) ($14.84) ($102.16) $198.68 ($42.87) ($21.47) $0.00 ($11.59) ($4.04)1007536792 Refund Generated due to proration on Bill #0087464881-2025- 2025-0000-00 Vehicle Sold 7/27/2026 7/28/2026CHARLOTTE, NC 28277 Proration 0087464881 HML5972 AUTHORIZED WILLIAMS, JESSICA POLK WILLIAMS, JESSICA POLK 6517 STEVENS MILL RD ($0.59) ($5.09) ($35.05) $100.81 ($14.71) ($37.96) $0.00 ($6.02) ($1.39)1005043464 Refund Generated due to proration on Bill #0076174874-2025- 2025-0000-00 Vehicle Sold 7/16/2026 7/17/2026WAXHAW, NC 28173 Proration 0076174874 KME8749 AUTHORIZEDWEISER, ERICA JAN WEISER, ERICA JAN 2209 TRADING FORD DR ($1.03) ($8.95) ($61.58) $153.11 ($25.85) ($43.46) $0.00 ($9.81) ($2.43)1001555960 Refund Generated due to proration on Bill #0071152845-2025- 2025-0000-00 Vehicle Sold 7/1/2026 7/2/2026MATTHEWS, NC 28104 Proration 0071152845 943PSM AUTHORIZED ($2.22) ($0.84) ($0.21) ($0.09) ($0.77) 753330882 Refund Generated due to proration on Bill #0056928774-2025- 2025-0000-00 Vehicle Sold 7/13/2026 7/14/2026MATTHEWS, NC 28104 Proration 0056928774 EZ6220 AUTHORIZED WILSON, WILLIAM MICHAEL WILSON, WILLIAM MICHAEL WILSON, SHEILA BELLE 460 UNION RD WOOD, TERESA LEIGH RIVERS WOOD, TERESA LEIGH RIVERS WOOD, JOHN JEFFERY 200 SMITH ST 7/10/2026 7/13/2026 ($3.50) ($13.70) $0.00 ($0.33) ($0.14) ($1.21) ($8.34) $27.22 ($5.29) $9.42 WISE, KELLY DARLENE WISE, KELLY DARLENE 4536 TRADD CIR MONROE, NC 28110 Proration 0063966312 JLH4802 AUTHORIZED 878328801 Refund Generated due to proration on Bill #0063966312-2025- 2025-0000-00 Vehicle Sold ($0.12) ($0.95) ($12.22) $33.08 ($5.34) ($11.09) $0.00 ($2.79) ($0.57)1008638976 Refund Generated due to proration on Bill #0070770258-2024- 2024-0000-00 Vehicle Sold 7/31/2026 8/3/2026WINGATE, NC 28174 Proration 0070770258 DFA9146 AUTHORIZED $0.00 $0.00 $0.00 $0.00 $52.66 $0.00 ($27.24) ($30.00) $1.24 $3.341132724673 Refund Generated due to adjustment on Bill #0091319841- 2025-2025-0000 Situs error 7/24/2026MONROE, NC 28110 Adjustment < $100 0091319841 YWF7237 PENDINGXIONG, MAO XIONG, MAO 218 PENNIGAR RD Page 14 of 15 544 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 ($3.74)($0.17) 500 TAX ($9.66)($0.48) 500 VEHICLE FEE $0.00 $0.00 028 TAX ($1.53)($0.08) 003 TAX ($0.35)($0.02) 005 TAX ($0.15)($0.01) 004 TAX ($1.30)($0.07) 002 TAX ($8.92)($0.45) Refund Refund Total YAO, XIAO JIAN YAO, XIAO JIAN 3512 SASSAFRAS TRL $10013.28 ($0.16) ($1.37) ($9.37) $26.93 ($3.91) ($10.14) $0.00 ($1.61) ($0.37)1001554480 Refund Generated due to proration on Bill #0086361841-2025- 2025-0000-00 Vehicle Sold 7/1/2026 7/2/2026WAXHAW, NC 28173 Proration 0086361841 LKN1651 AUTHORIZED Page 15 of 15 545 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-509 Agenda Date:9/21/2026 TITLE:..title FY 2026 Annual Performance Report INFORMATION CONTACT: Megan Parks, County Manager’s Office - Strategy & Innovation, Director, 704-292-2578 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This Annual Performance Report highlights the County’s progress in advancing strategic objectives for Fiscal Year 2025-2026. The report showcases innovative approaches, improved service delivery, and the dedication of County employees who work every day to provide quality services enhancing our community. While this report does not highlight performance measures from every department, additional performance measures and related data can be found in individual department sections of Union County’s annually adopted budget document. This report highlights initiatives and metrics within key areas of focus across County services, representing only a sample of all services provided by the County. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™546 Annual Performance Report Fiscal Year 2026 547 Over the past fiscal year, Union County has remained focused on delivering high-quality services through enhanced customer experiences, optimizing business processes, and strengthening our organization – all made possible by the dedicated employees serving our community. From enhancing public safety and infrastructure to supporting economic growth and employee engagement, our work is guided by a commitment to transparency, accountability, and continuous improvement. We invite you to explore this report to better understand how your county government is working every day to serve you and build a stronger, more resilient community. UNION COUNTY’S GUIDING PRINCIPLES Vision A safe, healthy and rural community for residents and businesses to learn, progress and thrive. Mission Provide essential services through efficiency, innovation and high-quality customer experience for the benefit of our community. Core Values Integrity: We believe integrity means doing the right thing every time. We act with honesty and fairness, take responsibility for our actions, and treat others with respect. We keep our commitments and uphold the trust placed in us by our colleagues and community. Transparency: We build trust through open communication, timely feedback and honesty. We share information clearly and engage in respectful dialogue that strengthens our connection to one another and to the community. We are transparent about our decisions, helping others understand not just what we do, but why we do it. Service: We serve our community and each other with purpose, respect and compassion. Each interaction is a chance to listen, help and make a meaningful impact. Our work reflects our dedication to Union County by ensuring that the resources and trust placed in us are honored through thoughtful stewardship. Teamwork: Teamwork is how we turn shared goals into shared success. We foster collaboration, strengthen our community and trust and support one another. We acknowledge that together we are greater than the sum of our parts. 2 | | Annual Performance Report Fiscal Year 2026 548 Strategic Objectives Organizational Strengthening Develop and maintain a highly engaged workforce through shared values and clarity of purpose, with the tools, training and resources that support skills development, knowledge sharing and retention, and employee advancement. Community Consensus By developing relationships based upon mutual trust and understanding, engage appropriate stakeholders to identify and successfully implement programs and initiatives that reflect community priorities. Sustainability Through collaboration with community partners, foster an environment that promotes affordability of services, conservation of resources, and preservation of a high quality of life to support and enrich a diverse and productive population. Public Safety In concert with our community partners provide those essential services that protect the public’s health, safety, and welfare. Economic Development Through a common vision and direction, become a more business-friendly, economically vibrant, and sustainable community by fostering the development of a qualified workforce and infrastructure capacity to support current and future economic sustainability and growth. Annual Performance Report Fiscal Year 2026 | | 3 549 BY THE NUMBERS Health 64,573 Number of Meals Served to Seniors 2,756 Environmental Health Permits Issued 5,250 Environmental Health Inspections Conducted Safety 7 Lifesaver Awards 48.9 Violent Crime Rate 387.01 Property Crime Rate 572 Sheriff’s Office Drug Arrests 271 Average Inmates Booked Each Month 232,636 Sheriff’s Office Calls For Service 72,536 Building Code Inspections Conducted 2,011 Fire Inspections Conducted 91%Of 911 Calls Answered Within 10 Seconds 100%Of Three Requested Emergency Management Exercises Completed 99%GIS Data Accuracy Maintained 29 Transportation Drivers Without Incidents 471,383 Miles Driven Without Incidents Welfare 168 Average Number of Children in Foster Care Each Month 724 Parenting Support Sessions Completed 47,550 Pounds of Household Hazardous Waste Safety Disposed 89% Medicaid Applications Processed Within Required Timeframe Public Safety In concert with our community partners provide those essential services that protect the public’s health, safety, and welfare. 4 | | Annual Performance Report Fiscal Year 2026 550 ■Building Code Enforcement’s Inspectors completed 72,536 inspections during the fiscal year. The department achieved an average monthly on-time inspection completion rate of 96% during FY26, reflecting the percentage of inspections completed within established timeframes each month. ■Community Support & Outreach’s Senior Nutrition Program has collaborated with Human Services Business Operations to reduce the number of senior residents waiting for home-delivered meals. These teams have worked with partner agencies to secure additional funding and have established a system to complete eligibility assessments in an effort to continuously monitor and reduce the existing waitlist. During FY26, the waitlist was reduced by about 100 from 360 seniors to 265 seniors. ■Emergency Management has implemented new asset management software to assist the department with better tracking and inspection of essential equipment. Previously, the department was completing 15% of required inspections. Now, with an equipment inventory, check-off sheets, and a formalized monthly inspection process, the department has been able to complete 100% of monthly inspections since April 2026. ■Environmental Health’s Food, Lodging and Institutions Program conducts inspections of businesses that prepare and serve food. While establishments fall into various categories, this team has provided additional assistance to the highest-risk category (Risk Level IV) to reduce the number of inspections that result in a score below 90%. Last year, 27 inspections resulted in a score below 90%. Exceeding their target of reducing this to 23, the team’s efforts to provide additional technical and educational support have reduced this to 21 inspections scoring under 90%. ■The Fire Marshal’s Office (FMO), in its aim to prevent loss of life and property, utilized data to inform public outreach and education efforts. In collaboration with Public Communications, FMO created a monthly outreach initiative focusing on the greatest safety risks, including smoke alarms, school safety, holiday fire prevention, and more. Additionally, fire safety programs and resources were distributed in areas to reach senior residents to protect one of the community’s most vulnerable populations. ■Cybersecurity continues to pose a risk to government technology systems. Preventing a disruption in essential services and access Key Accomplishments Annual Performance Report Fiscal Year 2026 | | 5 551 to sensitive data is of utmost importance. Information Technology reduced the percent of employee-failed phishing simulations from 8% to 2.8% during FY26 based on continued education opportunities and a directed effort to encourage remedial training. ■Security & Risk Management is partnering with departments across the organization to review, update and standardize departmental emergency plans. By transitioning plans to a consistent format, the County is improving the clarity, accessibility, and usability of emergency procedures while ensuring plans align with current best practices. This collaborative effort strengthens organizational preparedness, promotes consistency across departments, and enhances the County’s ability to effectively respond to emergencies and maintain continuity of operations. ■Soil & Water Conservation cleared debris from 3.81 miles of waterway. This work helps reduce flooding, restore streams, and protect the integrity of drainage infrastructure, reducing the risks to life and property. ■Solid Waste hosted the annual Household Hazardous Waste collection event. This event allows residents to dispose, at no cost, materials that if improperly disposed can impact the safety of our public wastewater system, the environment, and household plumbing systems. ■Transportation developed a new employee safety recognition program designed to celebrate employees for maintaining safe work practices and periods without workplace incidents. The program reinforces the organization’s commitment to public safety and employee well-being. ■The Sheriff’s Office began providing dedicated law enforcement coverage in the Town of Wingate. With this addition, the Sheriff’s Office now contracts with six of Union County’s 14 municipalities for law enforcement services. ■Over the last several years, County Management has been coordinating with Union County Emergency Medical Services (EMS) to implement a tiered emergency medical response system that includes the use of both Advanced Life Public Safety 6 | | Annual Performance Report Fiscal Year 2026 552 Support (ALS) and Basic Life Support (BLS) techniques and procedures to ensure an effective, yet faster and more appropriate level of response to emergency calls. During 2026, BLS units handled nearly 25% of all requests for service, reducing demand on ALS units and ensuring they are available for higher acuity calls. This shift to a tiered BLS/ALS response model has improved ambulance staffing by more than 30%. ■Union County launched a Veterans Treatment Court, expanding its commitment to restorative justice and rehabilitation for veterans involved in the criminal justice system and living with substance use disorders and/or mental illness. Veterans Services is among many state and local partner agencies providing support for this new program. ■Emergency Management, in partnership with the American Red Cross and with support from several County departments, opened an emergency shelter in January 2026 during a winter storm. Annual Performance Report Fiscal Year 2026 | | 7 553 BY THE NUMBERS 45,104 Social Media Followers 6.5%Social Media Engagement Rate 60,509 Direct Contacts For Cooperative Extension Programming 511 Election Workers 99 Election Sites Opened 12,439 Number of New Voters Registered 433,517 Library Visits 1,168,427 Library Materials Checked Out 68,892 Attendees Participating in 1,877 Library Programs 156,724 Estimated Visitors to Cane Creek Park’s Day Use Area 75,531 Estimated Visitors to Jesse Helms Parks 2,973 Participants Attending Parks & Recreation Programming Community Consensus By developing relationships based upon mutual trust and understanding, engage appropriate stakeholders to identify and successfully implement programs and initiatives that reflect community priorities. 8 | | Annual Performance Report Fiscal Year 2026 554 ■Union County Library saw a 5% increase in program participation over FY25. During FY26, Library staff created and implemented a program marketing strategy with the aim of increasing program participation. This strategy also analyzed existing practices to remove duplication of effort and reduce costs. ■Parks & Recreation, in collaboration with Facilities & Fleet Management and Procurement & Contracts Management, completed the construction of a new camp store within Cane Creek Park’s campground. With the previous store becoming too small to accommodate the growing needs of campers and staff, this expanded facility supports efficient reservations check-ins and expanded retail offerings, enhancing the experience for campers. During FY26, the camp store increased product offerings by 50%. ■The Planning Department rolled out new resources to enhance resident understanding and customer experience related to planning and zoning processes. “Ask Union County Planning”, a video series released in collaboration with Public Communications, provided insights into the importance of land use regulations, long-range planning, and more. Additionally, the department created helpful how-to guides to assist customers with navigating the minor subdivision review process. ■Public Communications relaunched Engage Union County, a digital hub designed to bring residents closer to local decision- making. Through this platform, residents can weigh in, ask questions, and exchange ideas on active projects. Comments, survey responses, poll results, and more will be reviewed by County departments and used to better understand community needs, refine project plans and guide future actions. ■Solid Waste, in collaboration with Public Communications, completed two projects to enhance customer experiences. Solid Waste frequently receives inquiries from residents regarding the availability of curbside collection at their address. An online form was created to allow residents to search their address and determine whether they live within a municipality that provides curbside service. The department also created and posted new signage at all collection sites to accurately reflect existing service information. Both of these initiatives provide on-demand resources for customers while reducing staff time to resolve frequent requests. Key Accomplishments Annual Performance Report Fiscal Year 2026 | | 9 555 ■In Union County’s commitment to delivering exceptional customer service and continuously improving organizational performance, Strategy & Innovation, in collaboration with all County departments, revamped the Voice of the Customer (VoC) program during FY26. Through surveys and feedback opportunities provided across departments, the program captures customer perspectives on service quality, responsiveness, professionalism, and overall satisfaction. Key accomplishments during the year included creating consistency in surveys across all departments, enhancing access to customer satisfaction data through reporting dashboards, and establishing a cadence of regular data review meetings. Strategy & Innovation also leveraged existing County technology to develop new survey tools, reducing the need for external survey software and associated costs ($4,400). Building on this capability, the team is positioned to bring the employee climate survey in-house, with estimated cost savings of $22,145 every other year. Moving into FY27, these expanded feedback capabilities will continue to provide valuable insights into customer and employee experiences, identify opportunities for improvement, and help departments make data-informed decisions to enhance service delivery and strengthen the organization. Community Consensus Customer Testimonials Building Code “The phone staff are exceptional. They answer quickly, know what to do and get it done with precision. The inspectors are very helpful in helping me to understand any problems and how to fix them if needed.” Veterans Services “Absolutely the most professional and knowledgeable place for veterans resources... highly recommended for all veterans to not overlook this great and resourceful place.” Water “I really appreciate your CSR being so friendly, understanding, and helpful. Quickly and easily took care of my questions.” Public Communications “Public Communications staff are always so friendly and personable. They’re a joy to work with and offer great customer service and value to the organization. It is obvious they are passionate about their work.” Library “All of the staff at the library are friendly and willing to help whenever needed. It is a pleasure to use the library!!” Solid Waste “After I accidentally, mistakenly dropped my phone in one of your cardboard recycling bins, the staff went the extra mile — or probably miles — to retrieve my phone before any damage to it, and it was not during the normal hours.” Voice of the Customer Overall Satisfaction – 94% positive responses 10 | | Annual Performance Report Fiscal Year 2026 556 Economic Development Through a common vision and direction, become a more business-friendly, economically vibrant, and sustainable community by fostering the development of a qualified workforce and infrastructure capacity to support current and future economic sustainability and growth. BY THE NUMBERS $240,000,000 Capital Investments 105 New Jobs Created $3,570,315 Reported Profitability Increases to Agriculture Community Benefiting From Agricultural Programs $1.3 Million in USDA Funding to Specialty Crop Growers 8,552 Number of Building Permits Issued (Including 1,603 Single-Family Home Permits) 1,206 Number of Zoning Permits Issued 662 Number of Work First Applications Received & Processed 4,381 Average Monthly Clients in Women, Infant and Children (WIC) Program 17,044 Average Monthly Food & Nutrition Services Cases 1,941 Veterans Claims Submitted Annual Performance Report Fiscal Year 2026 | | 11 557 ■Economic Development facilitated the largest single private-sector manufacturing investment ($200 million) in Union County’s history. ATI, Union County’s largest industrial investor and second-largest industrial employer, plans to construct an advanced manufacturing facility, install sophisticated manufacturing equipment, and create an additional 70 jobs. In addition, McGee Corporation plans to construct a new facility to relocate its headquarters and allow for future growth, resulting in $40 million in capital investment and 35 new jobs. ■Union County Cooperative Extension, in partnership with Wingate University and the Town of Wingate, broke ground on the Union County Food Innovation Center, which will serve as a hub for food production, distribution and business development. The facility is expected to open in the summer of 2027. It will include a commercial kitchen and professional workspace for licensed businesses and entrepreneurs who are not yet positioned to invest in a brick-and-mortar facility. The Center is expected to enhance food distribution networks and serve as a catalyst for innovation and job creation. ■Union County Library joined the NC IDEA LEAF (Libraries for Entrepreneurial Advancement Fellowship) program, expanding its role as a catalyst for innovation, learning, and economic opportunity within Key Accomplishments Economic Development 12 | | Annual Performance Report Fiscal Year 2026 558 our community. Through this partnership, the library now offers programs that introduce learners to entrepreneurial thinking and real-world entrepreneurial experiences. Participants develop valuable life and workforce skills including creativity, critical thinking, problem-solving, communication, and teamwork. The fellowship also strengthens awareness and use of the library’s business resources, databases, and services. By connecting entrepreneurs, small business owners, nonprofit leaders, and aspiring innovators with reliable information and practical tools, Union County Library is helping community members turn ideas into action, build local capacity, and contribute to a thriving local economy. ■Veterans Services participated in 72 outreach events during FY26. These events provide an opportunity for veterans and their families to connect with Veterans Service Officers and understand what resources and benefits are available. During FY26, Veterans Services connected with 855 new veterans or family members. The department also hosted its inaugural Almost Home Veterans Resource Fair in May 2026. ■Union County’s Water & Wastewater team dedicated efforts to resolving 811 utility locate requests within required timeframes to reduce the number of line strikes that result from overdue requests. The team exceeded its goal (90%) by resolving an average of 96% of requests within the required timeframe each month. Less than 2% of monthly strikes were related to overdue locate requests. Annual Performance Report Fiscal Year 2026 | | 13 559 Sustainability Through collaboration with community partners, foster an environment that promotes affordability of services, conservation of resources, and preservation of a high quality of life to support and enrich a diverse and productive population. BY THE NUMBERS 22,008 Volunteer Hours Contributed $726,476 Estimated Savings Through Community Support & Outreach Volunteer Programs 153 Soil & Water Conservation Workshops Hosted 3,462 Soil & Water Conservation Workshop Participants 7 Conservation Easements Secured 745.22 Acres Protected Through Conservation Easements 4,733 Tons of Yard Waste Collected 91,783 Tons of Construction & Demolition Material Processed 178,074 Tons of Municipal Solid Waste Managed 2 New Food Hub Pick-up Locations Added Increasing Farmers’ Sales by $8,100+ 14 | | Annual Performance Report Fiscal Year 2026 560 ■Cooperative Extension agents and Union County Food Hub worked closely with a small, local farm to develop a partnership with an institutional buyer, creating a stable and predictable market opportunity for the local producer. This support allowed the farmer to adjust and scale their production, meet the new demand, and increase weekly sales from two pounds to more than 60 pounds of lettuce. This increase is projected to generate an additional $8,400 in annual revenue for the grower in 2026. ■Soil & Water Conservation facilitated the distribution of state funding ($117,622) to implement conservation practices. These conservation initiatives protect natural resources while reducing long-term infrastructure costs, strengthen agricultural productivity, improve water quality, increase community resilience to flooding and severe weather, and enhance the quality of life for residents. Throughout the year, the department provides educational programming on topics related to the conservation of natural resources to support these outcomes. ■Strategy & Innovation, in collaboration with Procurement & Contract Management, consolidated department Amazon accounts into a consolidated Business Prime account, resulting in estimated annual cost savings of $2,500 through Prime pricing and eliminated shipping expenses. ■To ensure fair and equitable administration of the county’s property tax system, Tax Administration audits relief applications, personal property listings, and reviews parcel assessments. Tax Administration staff completed 105% of their targeted tax relief application audits for the year. By safeguarding a stable revenue base, the department provides the financial foundation that enables the County to deliver essential services to residents. Key Accomplishments Annual Performance Report Fiscal Year 2026 | | 15 561 Organizational Strengthening Develop and maintain a highly engaged workforce through shared values and clarity of purpose, with the tools, training and resources that support skills development, knowledge sharing and retention, and employee advancement. BY THE NUMBERS 327 Positions Posted for Recruitment 1,134 Quality Assurance Projects Completed in Human Services Programs 99.97%Uptime of Key Information Technology Infrastructure 249 Employees Attended 3 Speaker Events Provided for Professional Development 99.9%Tax Collection Rate 636 Contracts Executed 16 | | Annual Performance Report Fiscal Year 2026 562 ■Union County maintained its ratings of Aaa/ AAA/AA on the general obligation bonds. The Enterprise System Revenue bond rating for the County was maintained at AA+ from Standard & Poor’s Corporation, Aa1/AA from Fitch Ratings, and Aa2/Aa1 from Moody’s Investment Services. The bond rating is a clear indication of the sound financial condition of Union County. Union County is one of the few counties in the country that maintains high financial ratings from all major rating agencies. This achievement is a key factor in keeping interest costs low on the County’s outstanding debt. ■Budget & Grants Management transformed its monthly department budget reporting process by replacing a manual Excel- based report with an automated Power BI solution. The new report pulls financial data directly from source systems, reducing manual effort and providing a more timely and comprehensive view of departmental budgets, expenditures, and financial trends. This transition strengthens financial monitoring and gives leaders more accessible, real-time information to support informed decision-making and proactive budget management. ■The County Manager’s Office recognizes that the organization cannot be effective without empowered and equipped employees; therefore, it has placed an emphasis on personal well-being. Two initiatives supporting employee well- being and engagement, thus contributing to organizational well-being, have been implemented during this fiscal year. -First, County Management has expanded its employee engagement efforts by transforming the former Fun Committee into a comprehensive wellness committee. HEART Union (Health, Engagement, and Renewal Team) reflects the County’s commitment to helping employees thrive in all aspects of their work and life – not just by having fun, but by promoting healthy habits, reducing stress, and building a supportive workplace community. Events planned during FY26 included: step challenges, onsite food and treat trucks, behavioral health information sessions, and more. -Wellhub, an all- in-one wellness membership program, is now available to full-time employees. Wellhub provides access to gyms and studios, live-streamed and on-demand fitness classes, private sessions with certified wellness coaches, a library of wellbeing apps supporting nutrition, mental wellbeing, meditation, and more. Out of 1,415 eligible employees, 606 (43%) have created an account and 460 (33%) have subscribed to a wellness plan. This benefit has resulted in an estimated annual savings of $134,361. Company Savings Healthcare cost savings $110,393.40 Turnover savings $21,988.48 Employee Savings Employee savings $1,979.56 Key Accomplishments Annual Performance Report Fiscal Year 2026 | | 17 563 ■In response to County Management’s priority to provide more opportunities for professional development, Strategy & Innovation expanded its offerings during FY26 to include: -Speaker Series, previously limited to employees in supervisory roles, is now available to all employees. This program series includes engaging sessions related to career development, continuous improvement, and personal well-being. -Partnership with Union County’s Employee Assistance Program (EAP) to provide conflict resolution sessions for managers and employees. This topic was the most requested in feedback from employees participating in other Learning & Development programs. -Insourcing of select Learning & Development opportunities, resulting in an estimated $25,350 in annual savings while maintaining additional professional development opportunities for employees. ■Human Resources, in collaboration with several departments, coordinated and implemented a number of initiatives aimed at Management’s commitment to improve employee compensation and benefits on an ongoing basis. Implemented initiatives include: -Opening a new Employee Health & Wellness Center at the start of the fiscal year, providing health care to those enrolled in the County’s health plan. In partnership with Atrium Health, this clinic ensures employees have access to convenient and affordable healthcare services. -Completing the final phase of the Classification & Compensation Study. -Providing a mid-year Cost-of-Living Adjustment for eligible employees. -Implementing a revised certification incentive system, in collaboration with Strategy & Innovation, to recognize and reward employees for receiving professional certification. -Launching a benefits app for employees and their dependents, in partnership with Public Communications, to make essential information conveniently accessible from mobile devices. ■Several business processes have been reviewed and optimized to enhance efficiency, reduce costs and improve overall performance. Examples include: -Strategy & Innovation continues to work with departments to implement best hiring practices resulting from a FY25 process improvement event. During FY25, representatives from many departments coordinated to review and improve Union County’s hiring processes. Six improvement initiatives - including policy revisions, transition from paper to electronic forms, and more - resulted in reducing the average number of business days to fill a vacant position by 5.4 (from 51.3 to 45.9). Improvement efforts continuing throughout FY26 included the implementation of candidate self- service interview scheduling and phone screening processes with Social Services, resulting in an annual estimated savings of 300 staff hours. Moving into FY27 and Organizational Strengthening 18 | | Annual Performance Report Fiscal Year 2026 564 beyond, these time-saving practices will continue to be introduced to additional department teams. -Human Resources and Strategy & Innovation launched the initial phase of a refreshed Performance Evaluation framework, aligning with the commitment to support employee growth and strengthen the organization. This refreshed approach is designed to create a more meaningful, transparent and balanced evaluation process that focuses on the impact of individual’s work and how it supports organizational goals. -Facilities & Fleet Management improved service request response times by using performance data to identify opportunities, improve visibility into work, and remove operational barriers. Teams made performance data reviews a regular priority, established greater clarity and consistency in how productive time is reported, reorganized workspaces to improve workflow, and enhanced technology to support more seamless reporting and communication. Together, these improvements increased visibility in operations and helped teams identify and address barriers to productivity, contributing to faster response times for service requests. -Human Services Administration, recognizing opportunities to improve administrative processes in the Maternal Health clinic, adjusted workflows shifting the administrative portion to the back end of the appointment. This shift resulted in an average reduction of 15 minutes. Prior to this implementation, the check-in process took about 19 minutes; now, the process takes about four minutes. Based on this success, the team intends to continue this work with other Human Services clinics and enhance efficiencies and experiences for staff and customers. ■Information Technology began a countywide initiative to replace the organization’s aging phone system. This modern and efficient system is convenient and easy to use, protects personal phone numbers, provides data on phone system usage, and saves the county money. During FY26, nearly 60% of departments were transitioned to the new system. ■Public Communications promoted our AI- powered webchat “Sprout” that improves accessibility and reduces staff time for responding to resident inquiries. The chatbot can respond in 71 languages. In FY26, it handled 7,876 chat sessions across 17 languages, supporting 29 departments. We estimate each chat session saved four minutes of staff time, resulting in a total of 31,504 minutes saved, or 525 hours. Annual Performance Report Fiscal Year 2026 | | 19 565 Lifesaver Award Recipients: ■Deputies Paul Garcia and Jason Frazier (Union County Sheriff’s Office) received Union County’s Lifesaver Award for their heroic actions during an April 2026 house fire. Arriving in advance of firefighters, Garcia and Frazier heard a woman screaming for help from a window of the home. Breaking the window, they were able to safely remove her from the burning home. ■Autumn Baucom (Cooperative Extension) received the Lifesaver Award for notifying first responders of a six-month-old baby left in a locked car at a park with outdoor temperatures exceeding 80 degrees. ■Nurses Maegan Trull and Jennifer Gribben (Public Health) received the Lifesaver Award following a medical emergency at the County’s emergency shelter, which was activated during Winter Storm Fern. While conducting a routine intake assessment, the nurses quickly identified that the client’s condition was rapidly declining. When the individual became unresponsive and had shallow, irregular breathing, Trull and Gribben transitioned from assessment to lifesaving care, which included appropriate resuscitative measures. ■Stephanie Laney (Emergency Communications) received the Lifesaver Award after answering a 911 call from a woman who was trapped inside a vehicle that had caught fire after a car accident. Thanks to Laney’s quick thinking, steadfast instructions and calm demeanor, the caller was able to free herself before first responders arrived. ■Chad Baucom (Fire Marshal’s Office) received the Lifesaver Award for his heroic actions while on vacation to bring an unconscious man to shore, administering chest compressions, and applying an automated external defibrillator (AED) to the man’s chest. Bobby Cobb Award Recipient: ■Social Services’ Christina Neal was awarded the 2026 Bobby Cobb Award for her leadership in launching the Behavioral Health Collaborative, cross-departmental mental health initiatives and establishing partnerships with local organizations, exemplifying the spirit of the award through her dedication to improving services for Union County residents. Caught in the Act Award Recipients: ■Kelly Laton and Michael Mulligan (Emergency Communications) were selected as recipients of the County’s annual Caught in the Act Team Award, recognizing their extraordinary efforts to support western North Carolina communities impacted by Hurricane Helene. Recognizing that many residents were without heat during cold weather, the pair organized the “Warmth for Yancey County” drive, and coordinated a countywide collection for electric heaters and blankets. Donation drop-off locations were set up at multiple fire stations and the Emergency Services Center. These efforts helped gather critical supplies for affected families. Laton and Mulligan also made two trips to western North Carolina to deliver two truckloads of donated supplies directly to communities in need. Internal Awards Awards & Recognition 20 | | Annual Performance Report Fiscal Year 2026 566 ■Mike Draper (Water) received the Caught in the Act Award after being nominated by a colleague for his work supporting operations at the Yadkin River Water Treatment Plant. As the team prepared for an upcoming CO₂ pilot test to address elevated incoming raw water pH levels, the County was responsible for connecting electrical power to the vendor-provided equipment. After receiving quotes from outside contractors, staff determined the projected installation costs were significantly higher than anticipated. Draper, a certified electrician, stepped forward to complete the work in-house with approval from his supervisor. After reviewing project plans and ordering the necessary materials, he safely and successfully connected the pilot equipment to shore power - eliminating the need for an outside contractor. His initiative and expertise resulted in an estimated savings of approximately $46,000 for the utility. ■Montana Phillips (Social Services) received two separate nominations for the Caught in the Act Award, each highlighting her consistent willingness to go far beyond her job responsibilities to support students and families in meaningful, life-changing ways. Examples include her comprehensive, long-term support of students’ needs, arranging laptop donations for students preparing for postsecondary education, and initiating the creation of a community stakeholder newsletter helping donors understand the benefits of their support. ■Over a four-month period, Adam Baker (Water) played a key role in diagnosing and resolving an issue with the UC Water’s radio telemetry system, which impacted operations at remote sewer and water pump stations, as well as water tanks. The outage necessitated daily manual checks and extended on-site hours to maintain proper system function, resulting in significant operational challenges. Through persistence and innovation, Baker led troubleshooting efforts, marshaled resources, and developed a reliable and cost-effective solution. Along the way, he mastered new technology, guided his team, and implemented workarounds that restored automation and improved efficiency earning him recognition as a Caught in the Act quarterly award recipient before being selected as the 2025 Caught in the Act Employee of the Year. ■Kevin Mager (Parks & Recreation), for his compassion, quick thinking and willingness to go beyond his regular duties, was honored with the Caught in the Act Award. After an argument with her boyfriend left a Ukrainian woman stranded at Cane Creek Park’s campground, Mager assisted her with packing her belongings, arranging a ride to a Greyhound bus station, and guiding her on purchasing a bus ticket back home to Washington, DC. Annual Performance Report Fiscal Year 2026 | | 21 567 Awards & Recognition ■Union County Government earned the NC Department of Labor’s Gold Award for excellent workplace safety, along with four Union County departments: Human Services/Social Services, Public Health, Sheriff’s Office, and Water. ■Board of Elections received an honorable mention in the U.S. Election Assistance Commission 2024 Clearinghouse Awards for their successful and engaging “I Voted” Sticker Contest. ■Budget & Grants Management received the Government Finance Officers Association’s (GFOA) Distinguished Budget Presentation Award for the 14th consecutive year. ■Budget & Grants Management and Finance received the Government Finance Officers Association’s (GFOA) Triple Crown award for the FY ending June 30, 2024, for previously earning GFOA’s Certificate of Achievement for Excellence in Financial Reporting (Finance), Popular Annual Financial Reporting Award (Finance), and Distinguished Budget Presentation Award (Budget and Grants Management) for a fiscal year. ■N.C. Cooperative Extension – Union County Center earned first place for their poster presentation on herbicide-resistant Italian ryegrass suppression at the NC Association of County Agricultural Agents conference and placed second in the Search for Excellence category at the National Association of County Agricultural Agents Conference. ■Nicole Blevins (Community Support & Outreach) was named an honoree at the Early Childhood Honors. Blevins was recognized for her dedication and lasting impact on the children and families she serves as Union County’s Parenting Supporting and Nurturing Parenting Program Coordinator. ■Women, Infants & Children (WIC) Program (Community Support & Outreach) received Premiere Level WIC Breastfeeding Award of Excellence from the United States Department of Agriculture (USDA). ■Environmental Health was recognized by the Communicator Awards and National Association of Counties (NACo) for its Childhood Lead Poisoning Prevention Campaign. ■Finance received GFOA’s Award for Outstanding Achievement in Popular Annual Financial Reporting (PAFR). ■Fire Marshal’s Office named Agency of the Year by Safe Kids Union County. ■Information Technology was recognized at the national level for the seventh consecutive year for implementing innovative technology and cybersecurity practices to enhance our community and workplace. Union County ranked 7th (in the 250,000-499,999 population category) in the 2025 Digital Counties Survey by the Center for Digital Government (CDG) and the National Association of Counties. ■Jared Steele (Parks & Recreation) has been recognized as a local hero through North Carolina Association of County Commissioners’ (NCACC) Heroic Hands initiative, which recognized the often unseen, yet deeply impactful, work of county employees across the state. ■Procurement & Contract Management earned 2025 Sustained Professional Purchasing Award from the North Carolina Association of Governmental Purchasing, marking the 10th consecutive year receiving the award. ■The Library’s marketing campaign On the Road with OLiVe won the Public Relations/ Promotional Award in the Large Library category External Awards 22 | | Annual Performance Report Fiscal Year 2026 568 from the North Carolina Public Library Directors Association. ■Liz Cooper (Public Communications) was named NC Communicator of the Year by North Carolina City & County Communicators (NC3C). ■Public Communications received the following awards for projects from NC3C: -First Place – Branding/Logo: Union County’s Economic Development logo -Second Place – Multi-Platform Campaign: “Foster the Future” Foster Parent Recruitment Campaign (in partnership with Social Services) -Third Place – Special Programming – Video: Women in Leadership video for Women’s History Month -Third Place – Crisis Communications: Response after Unionville tornado in March 2025 ■Public Communications received Communicator Awards for the following projects: -Union County’s Economic Development logo -Video: Women in Leadership video for Women’s History Month -“Foster the Future” Foster Parent Recruitment Campaign (in partnership with Social Services) ■Public Communications received the 2025 Government Experience overall 4th place award for our web chat tool from the Center for Digital Government. ■Fran Hoover (Public Health) received the Village Impact Award from Early Childhood Honors for her leadership and steady commitment to improving the health, safety and well-being of young children as a Public Health Nurse. ■Public Health received recognition for excellence in the 2025 Community Health Assessment during this year’s Community Health Assessment – Community Health Improvement Plan (CHA-CHIP) Institute. ■Sheriff Eddie Cathey was named Sheriff of the Year for 2025 by Mothers Against Drunk Driving (MADD) North Carolina. ■Deputy Hayden Lindquist (Sheriff’s Office) was recognized as Drug Recognition Expert (DRE) of the Year by MADD-North Carolina. ■Fred Baber (Transportation) was named 2026 Driver of the Year by North Carolina Public Transportation Association (NCPTA). ■John Little, Marco Mimenez, and Van Jones (Transportation) earned 2nd place in NCPTA’s team van competition. ■Union County Transportation was featured in Business View Magazine, highlighting its commitment to connecting residents across the county to essential destinations. Annual Performance Report Fiscal Year 2026 | | 23 569 Annual Performance Report 2026 | Union County 570 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-521 Agenda Date:9/21/2026 TITLE:..title Tax Collector’s Departmental Report for July 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 July 2026 as required by NCGS 105-350(7). FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™571 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: August 12, 2026 Re: Departmental Monthly Report The Tax Collector’s monthly/year to date collections report for the month ending July 31, 2026 is attached for your information and review. Should you desire additional information, I will provide that at your request. Attachment VH/JM 572 JULY 2026 PERCENTAGE FOR REGULAR TAX JULY 31, 2026 REGULAR TAX 2026 2025 2024 2023 2022 BEGINNING CHARGE 950,713.55 274,817,059.54 237,322,105.29 226,254,933.43 217,110,920.54 TAX CHARGE 280,015,331.36 PUBLIC UTILITIES CHARGE DISCOVERIES 132,892.78 NON DISCOVERIES 69,895.47 42,153.24 43,220.72 42,672.96 82.20 RELEASES (15,499.33) (2,745.53) TOTAL CHARGE 281,153,333.83 274,856,467.25 237,365,326.01 226,297,606.39 217,111,002.74 BEGINNING COLLECTIONS 189,573.73 274,557,700.78 237,197,820.41 226,186,083.08 217,064,844.64 COLLECTIONS 438,237.84 70,342.76 42,570.33 37,842.39 102.95 TOTAL COLLECTIONS 627,811.57 274,628,043.54 237,240,390.74 226,223,925.47 217,064,947.59 BALANCE OUTSTANDING 280,525,522.26 228,423.71 124,935.27 73,680.92 46,055.15 PERCENTAGE OF REGULAR 0.22%99.92%99.95%99.97%99.98% OVERALL CHARGED 281,153,333.83 274,856,467.25 237,365,326.01 226,297,606.39 217,111,002.74 OVERALL COLLECTED 627,811.57 274,628,043.54 237,240,390.74 226,223,925.47 217,064,947.59 OVERALL PERCENTAGE 0.22%99.92%99.95%99.97%99.98% 1 573 JULY 2026 PERCENTAGE FOR REGULAR TAX JULY 31, 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 2017 208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44 186,663,147.61 208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44 186,663,147.61 208,147,749.91 192,114,117.54 186,446,178.45 180,663,372.86 186,618,565.67 79.97 133.56 0.39 208,147,829.88 192,114,117.54 186,446,312.01 180,663,372.86 186,618,566.06 45,179.89 66,805.63 93,835.29 54,438.58 44,581.55 99.98%99.97%99.95%99.97%99.98% 208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44 186,663,147.61 208,147,829.88 192,114,117.54 186,446,312.01 180,663,372.86 186,618,566.06 99.98%99.97%99.95%99.97%99.98% 2 574 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-532 Agenda Date:9/21/2026 TITLE:..title Communications Monthly Report - August 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 9/8/2026Page 1 of 1 powered by Legistar™575 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-533 Agenda Date:9/21/2026 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 August 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 68.3% ·Percent of Actual + Permitted Flows = 89.8% ·Actual Flows (MGD)= 5.126 ·Actual + Permitted Obligated Flows (MGD)= 6.735 Crooked Creek ·Percent of Actual Flows = 65.0% ·Percent of Actual + Permitted Flows = 94.3% ·Actual Flows (MGD)= 1.235 ·Actual + Permitted Obligated Flows (MGD)= 1.791 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 9/8/2026Page 1 of 2 powered by Legistar™576 File #:26-533 Agenda Date:9/21/2026 ·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 = 28.3% ·Percent of Actual + Permitted Flows = 29.2% ·Actual Flows (MGD)= 0.034 ·Actual + Permitted Obligated Flows (MGD)= 0.035 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 August 2026 are summarized in the attached tables. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 2 of 2 powered by Legistar™577 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 5.126 68.3% 6.735 89.8% 3.8 Crooked Creek 1.9 1.235 65.0% 1.791 94.3% 4.9 Olde Sycamore 0.15 0.039 26.0% 0.039 26.0% 5.3 Tallwood 0.05 0.017 34.0% 0.017 34.0% 7.1 Grassy Branch 0.12 0.034 28.3% 0.035 29.2% 6.6 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 4 0.156 Engineering Plan Review 12 0.279 Sketch Plan Review 15 0.307 Totals 31 0.742 Crooked Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 4 0.059 Engineering Plan Review 7 0.190 Sketch Plan Review 11 0.183 Totals 22 0.432 578 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-534 Agenda Date:9/21/2026 TITLE:..title Facilities Major Capital Projects Update - Quarterly Report INFORMATION CONTACT: Linda Whitaker, Assistant Director Design and Construction, Facilities and Fleet Management, 704- 420-2626 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This is the quarterly major capital projects update for projects managed by the Facilities and Fleet Management Department. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™579 Quarterly Facilities Capital Projects Update Major Capital (MC) September 21, 2026 580 Project Partners Development and financial responsibility for entry roads and other infrastructure Edifice CMAR 1 2 Project Budget PM: Bruno $17,380,604 Town of Wingate Wingate University Land lease, curriculum development and sharing, scholarship commitment Project Name Project Description Capital Account Union County Food Innovation Center Design and construct a facility to support an incubator space for local food product development, production and packaging. The facility is planned to be between 15,000 to 30,000 gsf with key features including: dry storage, cold storage, commercial kitchens, food processing suites, wash stations, food packaging rooms, office space, food truck parking. 40080187 CPL Architect Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Building Size Current Phase State of North Carolina Providing $5,000,000 in funding Construction NC Cooperative Extension Management of day to day operations Budget Revenue Budget Breakdown Funding Source 1 State Appropriation 5,000,000.00$ Current Phase 30.0%8 Week Lag 9/13/2027 80%17%21,452 gsf $17,380,604Funding Source 9 Bond Interest Income 621,359.00$ Soft Costs $965,921 Funding Source 3 Transfer from General Fund 476,243.00$ Construction $15,895,148 Funding Source 4 GoldenLEAF Grant1 1,000,000.00$ Project Total $16,861,069 Funding Source 2 UC/EDC Capital 7,447,087.00$ State Grant Investment Earnings Jan 2024 - Mar 2024 Apr 2024 - Oct 2025 Nov 2025 - Jan 2026 Feb 2026 - Sept 2027 Sept 2027 - Sept 2028 Transfer from Facilities Capital 19,196.00$ Total Revenue $17,380,604 Project Budget Delta $519,535 Project Revenue Funding Source 7 Intergovernmental Revenue (Wingate) Funding Source 8 Funding Source 6 NCDOT Permit - Permit Application Review in Progress Last Qtr Construction Started Next Qtr Construction Continues, NCDOT Roadway Permit Unique Schedule Impacts:Land Lease with Wingate University - Lease executed Business Park road and infrastructure development by Town of Wingate - Plans developed by October, 2025 Grant Award for kitchen equipment, cold storage, shelving/racks - Grant awarded City of Monroe - Natural Gas Infrastructure Construction - Funding approved by BOCC Funding Source 5 NCDA FP Grant2 500,000.00$ 8/25/2026 Notes:County has applied for a future NCDA FP Grant of $ 500,000.00 PreDesign Design Contracts/Bidding Permitting, Construction Closeout Schedule Breakdown 1,810,959.00$ 505,760.00$ 581 Responsible for daily operations of new facility Project Budget $15,500,140 UC Water Department Progressive Design Architect Project Name Project Description Capital Account UC Water Operation Center Expansion and Renovation Design and construct a facility to support UC Water growing needs. The project is proposed to be constructed on the premises of the current operations center in Monroe. The anticipated building size is approximately 30,000 gsf and will contain general offices for Administration, Engineering, Operations, Customer Service that includes customer drive-thru for various transactions and Warehouse space. In addition to this, a renovation of approximately 3,000 gsf of existing Ops Center. 60186019 Project Partners PM: Soto 08.25.2026 Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Current Phase Edifice CMAR Design/Construction Documents Budget Revenue Budget Breakdown Funding Source 1 UC WATER Capital $15,500,140 Current Phase Building Size 15.0%16 Week Lag 6/2/2028 3%6%20,142 gsf Total Revenue $15,500,140 Furniture/Fixed Equipment $946,760 Construction Contingency $297,307 Funding Source 2 Design $865,260 Funding Source 3 Construction $12,871,350 Future Funding Source 1 D/C Subtotal $14,980,677 Future Funding Source 2 Owner Reserves $300,410 Future Funding Source 3 Project Contingency $217,307 Total Future Funding $0 Project Total $15,498,394 Schedule Breakdown Aug 2024 - Feb 2025 Feb 2025 - June 2026 Jan 2027 - March 2027 April 2027 - June 2028 June 2028 - June 2029 Unique Schedule Impacts:NCDEQ Permitting process. PreDesign Design Contracts/Bidding Construction Closeout Last Qtr Site plan review comments received. NCDEQ Permitting process required/started Next Qtr Site plan conditional approval. Submit construction documents to permitting. DEQ tech review round 1. 582 Project Partners Responsible for daily operations of new facility Project Budget $3,577,000 UC Solid Waste McMillan Pazdan Smith Architect Project Name Project Description Capital Account UC Solid Waste Operation Center Design and construct a facility to replace the existing office administrative building. The facility is planned to be a single story building about 6,000 gsf with key features including: nine offices, two showers, two bathrooms, one kitchenette area, one conference room, one MEP room, one storage room, one lobby for dirty entry and one lobby for clean entry. 61287000 PM: Soto 08.25.2026 Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Current Phase TBD General Contractor Design/Construction Documents Budget Revenue Budget Breakdown Funding Source 1 UC Solid Waste MC $3,350,000 Current Phase Building Size 20.0%8 Wks Lag 11/30/2027 0%100%6,000 gsf Total Revenue $3,350,000 Furniture/Fixed Equipment $204,000 Construction Contingency $192,000 Funding Source 2 Design $174,300 Funding Source 3 Construction $2,500,000 Future Funding Source 1 D/C Subtotal $3,070,300 Future Funding Source 2 Owner Reserves Future Funding Source 3 Project Contingency $192,000 Total Future Funding $0 Project Total $3,262,300 Schedule Breakdown Feb 2025 - Jun 2025 Jun 2025 - Sept 2026 Oct 2026 - Feb 2026 March 2027 - Nov 2027 Nov 2027 - Nov 2028 Unique Schedule Impacts:Permitting process. New building location - coordination with utilities. Size and location of the current septic system. PreDesign Design Contracts/Bidding Construction Closeout Last Qtr Site plan review comments received. Septic system expansion required. Next Qtr Septic system design completed. Site plan review round 2 completed. 583 Project Partners Historic tree protection advice Construction document complete, bidding. Project Budget $1,725,000 UC Urban Forestry UC Historical Society Advisory only Project Name Project Description Capital Account Historic Courthouse - Phase 2 Design and construct envelope repairs to windows, doors foundations drainage, water infiltration into lower level, low slope roof replacement and structural reinforcement under HVAC units, portico roof repair/replacement, wraught iron repair. 40080125 PM: Bruno 08.25.2026 Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Current Phase Walter Robbs Architect Design/Construction Documents TBD General Contractor Budget Revenue Budget Breakdown Funding Source 1 UC Capital MC $1,725,000 Current Phase Building Size 10.0%12 Wks Lag 6/1/2027 6%4%0 Total Revenue $1,725,000 Furniture/Fixed Equipment $0 Funding Source 2 Design $199,270 Funding Source 3 Construction $1,120,000 Construction Contingency $116,000 Future Funding Source 1 D/C Subtotal $1,435,270 Future Funding Source 2 Owner Reserves $209,730 Future Funding Source 3 Project Contingency $80,000 Schedule Breakdown Feb 2025 - May 2025 Apr 2025 - May 2026 May 2026 - Sept 2026 Sept 2026 - Jul 2027 Jul 2027 - Jul 2028 Total Future Funding $0 Project Total $1,725,000 Unique Schedule Impacts:Coordinating construction with the congressmen's office. Coordinating HVAC & waterproofing to maintain occupancy Coordinating construction work and historic tree preservation PreDesign Design Contracts/Bidding Construction Closeout Last Qtr Next Qtr Schematic/Design Development phase completed, Construction Documents started 584 Project Partners Supplied $20M in grant funding CPL Architect Construction Project Budget $20,537,481 State of NC UC Medical Examiner Responsible for operations Project Name Project Description Capital Account South Piedmont Regional Autopsy Center The project consists of constructing a new single-story, approximately 10,000-15,000 sf building in Wingate, NC to provide morgue and forensic pathology services to the residence of Union County as well as several surrounding Counties. The office will also be responsible for death investigations under certain circumstances and work with local, state and federal law enforcement agencies when necessary. The new facility will include autopsy stations, observation rooms, examination rooms, lab space biological processing equipment refrigeration space three to four offices, a small conference area, comprehensive ventilation and air conditioning and enhanced security. 40080222 10114420 PM: Bruno 8/25/2026 Timmons Civil Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Current Phase Construction Wharton-Smith CMAR Budget Revenue Budget Breakdown Funding Source 1 State of NC Grant $20,000,000 Current Phase Building Size 20.0%0 Lag 11/1/2027 6%1%15,100 sf Total Revenue $21,037,481 Construction Contingency $349,257 Funding Source 2 ME Operation Funds $537,481 Design $1,834,283 Funding Source 4 Furniture/Fixed Equipment $1,075,000 Funding Source 3 $500,000 $18,743,122 D/C Subtotal $22,001,662 Future Funding Source 1 Public Safety Grant $1,500,000 Future Funding Source 2 Owner Reserves $535,819 Future Funding Source 3 Project Contingency $0 Schedule Breakdown Jun 2025 - Aug 2025 Aug 2025 - May 2026 May 2026 - Jul 2026 Nov 2027 - Nov 2028 Total Future Funding $1,500,000 Project Total $22,886,738 Aug 2026 - Nov 2027 Unique Schedule Impacts: Advance Planning Design Contracts/Bidding Construction Closeout DOT coordination with Hwy 74 driveway/entrance Last Qtr Next Qtr GMP Bidding, Permitting, Existing Structure Demo,, Early Electrical Equipment Procurement, GMP Funding approved by BOCC. Permitting (Union County, NCDOT, NCDEQ), Construction Begins 585 Designer 1 2 Notes: Last Qtr Received board approval, contract routed for approval Next Qtr Receive signed/executed contract, start construction Unique Schedule Impacts:Zoning ordiance was lost due to being unoccupied over 180 days, submitted rezoning application for conditional residential State funding from Partners was not allocated for their FY26-27 PreDesign Design Contracts/Bidding Construction Closeout Schedule Breakdown Feb 2025 - Mar 2025 Mar 2025 - May 2026 May 2026 - Sept 2026 Sept 2026 - Jan 2027 Jan 2027 - Jan 2028 Future Funding Source 3 Project Contingency Total Future Funding Project Total $681,579 Future Funding Source 1 Partners Health $500,000 D/C Subtotal $681,579 Future Funding Source 2 Owner Reserves Total Revenue $857,131 Furniture/Fixed Equipment Construction Contingency $58,376 Funding Source 2 BCBS Healthy Blue Care Together $30,000 Design $39,449 Funding Source 3 FRR - 40080069 $185,000 Construction $583,755 Budget Revenue Budget Breakdown Funding Source 1 40080234-5580 $642,131 Current Phase Building Size 40.0%Lag Jan. 2027 0%8%6,463 gsf Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Current Phase Adult Youth Network (AYN)Non-profit health organization for children and adolescents Contracts/Bidding BCBS Healthy Blue Care Tog $30,000 in funding Project Budget Project Partners $500,000 Capital Architecural PLLC Partners Health $500,000 in funding Project Name Project Description Capital Account Group Home Renovations Renovate and upgrade the existing building to suit the current needs of the youth program.40080234-5580 PM: Simpson 09.01.2026 586 Architect 1 2 Notes: Last Qtr Received Board approval, contract routed for signatures Next Qtr Receive signed/executed contract, start construction Unique Schedule Impacts: PreDesign Design Contracts/Bidding Construction Closeout Schedule Breakdown Jan 2026 - Mar 2026 Mar 2026 - May 2026 May 2026 - Sept 2026 Oct 2026 - Dec 2026 Dec 2026 - Dec 2027 Future Funding Source 3 Project Contingency Total Future Funding $0 Project Total $554,341 Future Funding Source 1 D/C Subtotal $554,341 Future Funding Source 2 Owner Reserves Total Revenue $560,000 Furniture/Fixed Equipment $0 Construction Contingency $42,700 Funding Source 2 Design $78,541 Funding Source 3 Construction $433,100 Budget Revenue Budget Breakdown Funding Source 1 UC Capital Funds $560,000 Current Phase Building Size 40.0%Lead Dec. 2026 6%8%22,000 sf Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date REI Engineers Roof Design Consultant Current Phase Contracts/Bidding Project Budget Project Partners PM: Simpson $560,000 Gensler Project Name Project Description Capital Account UCPS Admin Roofing Project includes reroofing UCPS School Admin Building. The existing roof area consist of two differnt style roofs with a total area of approximately 22,000 sqaure feet. The two sections of roofing to replace is a barrel style roof and a modified bituminus flat roof. 40080069 09.01.2026 587 Project Partners Design Future Funding Source 2 Future Funding Source 3 Project Name Project Description Capital Account Progress Generator Add an emergency generator to power the building in the event of normal power loss 40080209 Hinson Electric, Inc.Electrical Contractor 09.01.2026 Current Phase Project Budget PM: $525,000 Progressive AE Electrical Engineer/Designer Eric Simpson Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Building Size Construction Budget Revenue Budget Breakdown Funding Source 1 UC Capital $525,000 Current Phase 90.0%Lead Oct. 2026 9%85% Funding Source 2 $0 $29,000 Funding Source 3 $0 Construction $438,000 $510,800 Funding Source 4 $0 Furniture / Fixed Equipment $0 Total Revenue $525,000 Constrution Contingency $43,800 Future Funding Source 1 $0 $0 Owner Reserves D/C Subtotal $0 $0 Project Contingency $0 Total Future Funding $0 Project Total $510,800 PreDesign Design Contracts/Bidding Permitting, Construction Closeout Schedule Breakdown April 2025 - June 2025 June 2025 - Aug 2025 Sept 2025 - Jan 2026 Jan 2026 - Oct 2026 Oct 2026 - Oct 2027 Last Qtr Next Qtr Level transformer pad, perform load bank test, training and transfer of power to ensure generator starts on power loss. Unique Schedule Impacts:City of Monroe determined the incoming gas line is to small, gas line needs to be upsized to a 2". City of Monroe to replace gas line within the next 2 weeks. Generator and MTS is set and hooked up, waiting on City of Monroe to connect gas line to the meter so we can schedule start up. 588 LaBella Assoicates Designer 1 2 Notes: Last Qtr Contract executed. Construction start. Next Qtr Construction Unique Schedule Impacts:First bid not awarded due to irregularity. Contract executed based on second bid. PreDesign Design Contracts/Bidding Construction Closeout Schedule Breakdown Jan 2024 - Mar 2024 Mar 2024 - Aug 2024 Oct 2024 - Nov 2024 Mar 2026 - Dec 2026 Dec 2026 - Jan 2027 Future Funding Source 3 Project Contingency $0 Total Future Funding $0 Project Total $436,935 Future Funding Source 1 D/C Subtotal $436,935 Future Funding Source 2 Owner Reserves Total Revenue $675,000 Furniture/Fixed Equipment $0 Construction Contingency $33,868 Funding Source 2 Design $12,000 Funding Source 3 Construction $391,067 Budget Revenue Budget Breakdown Funding Source 1 UC MC $675,000 Current Phase Building Size 20.0%0 Wks Lag 1/1/2027 44%1% Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Current Phase UC Sheriff's Office Construction Project Budget Project Partners $675,000 Rushing Contracting Group Contractor Project Name Project Description Capital Account Union County Sheriff's Office Fuel Station The project scope of work includes providing a 12,000-gallon fuel tank, dispensing system, and associated equipment. A three-sided enclosure will be constructed to conceal the fuel tank. The fuel management system will integrate with Union County’s existing fuel management system. Other accessory work includes replacing a section of asphalt with concrete, installing speed bumps to assist spill containment and traffic calming, and installing a security camera for area surveillance. 40080210 PM: Mangum 9.1.2026 589 Identify potential additional funding options in order to cover bid overage. 1 2 Project Budget Project Partners $2,000,000 City of Fairview Fairview Fire Station Project Name Project Description Capital Account UC Fairview Fire Training Facility Design and construct a facility to support variable training exercises practiced by the fire department, some of these training exercises are designed specifically for repeated Class “A” Fueled Live Fire Training, include an SCBA Reconfigurable Maze System allowing the interior floor space to be reconfigured to support various interior fire attack scenarios. The work shall be completed in two phases, includes coordinating with Union County Facilities Department for access, delivery, and installation. 40080176 PM: Soto 08.25.2026 Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Current Phase Progressive AE Architect Contracts/Bidding Budget Revenue Budget Breakdown Funding Source 1 UC MC $1,400,000 Current Phase Building Size 20.0%12 Wks Lag 11/20/2027 1%10%1,120 gsf Total Revenue $2,000,000 Furniture/Fixed Equipment $0 Construction Contingency $0 Funding Source 2 UC Facilites Capital $600,000 Design $123,830 Funding Source 3 Construction $1,900,000 Future Funding Source 1 D/C Subtotal $2,023,830 Future Funding Source 2 Owner Reserves Future Funding Source 3 Project Contingency $0 Total Future Funding $0 Project Total $2,023,830 Schedule Breakdown June 2024 - January 2025 February 2025 - January 2026 April 2026 - 11/13/2026 12/01/2026 - 11/20/2027 11/20/2027 - 11/20/2028 Unique Schedule Impacts:Funding source options. PreDesign Design Contracts/Bidding Construction Closeout Notes:Consensus is needed from UC and the City of Fairview regarding access to the back of the property. City of Fairview will pay utility bills. Last Qtr Permit approved. Bidding process completed. Award construction contract. Begin construction. Next Qtr 590 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-536 Agenda Date:9/21/2026 TITLE:..title Drought Status - Update INFORMATION CONTACT: Aubrey Lofton, Union County Water - Planning & Resource Management, Director, 704-296-4241 ACTION REQUESTED: None - Information Only. 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 September 1, 2026 and the US Drought Monitor as of September 3, 2026. FINANCIAL IMPACT: None. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™591 Catawba-Wateree Low Inflow Protocol Trigger Status Summary for 09/01/2026 and Changes Compared to 08/01/2026 Previous trigger levels at last update (August 1, 2026) - Reservoir Storage as % of Target – 88.5% - 6-Month Average Streamflow – 43.5% - 3-Month Average US Drought Monitor – 1.52 592 A CoCoRaHS observer in Summerfield has measured just 5.79 inches of rain in the past 3 months – less than half the normal amount. North CarolinaDrought Management Advisory CouncilCreated By: www.ncdrought.org @NCSCOclimate.ncsu.eduNorth Carolina Drought Update For the assessment period ending Sep. 1, 2026 From the US Drought Monitor, with input from the NC DMAC Category Current Coverage Change Since Last Week D0: Abnormally Dry 21.14%-0.40% D1: Moderate Drought 40.77%-2.60% D2: Severe Drought 15.48%+1.49% D3: Extreme Drought 4.89%+0.16% D4: Exceptional Drought 0.33%+0.08% Statewide Coverage by Category Earlier this week, Little Fishing Creek near White Oak reached its lowest streamflow on record since 1960. TVA’s lakes in the southern Mountains are up to 4 feet below their targets, but those targets will decrease after Labor Day. The Main Takeaway After a hot and dry week locally, drought continued to degrade along our northern tier, including the return of Exceptional Drought (D4) in northern Guilford County. This Week’s Summary Our Virginia border counties can’t seem to catch a break, as last week’s frontal passage left them bone dry before soaking areas farther south. That ongoing lack of rain, plus the recent heat, has led to a resurgence of drought. Elsewhere, conditions are holding steady after a half-inch to an inch of rain last week, but more heat ahead could lead to further degradations next week. Next Week’s Outlook Extreme heat will continue until a cold front arrives on Saturday night, ushering in more normal temperatures and better chances for scattered showers and storms. Up to 7 inches of rain last Thursday in Scotland County spiked Leith Creek into its flood action stage. For your local drought status, visit www.ncdrought.org Last Week’s Drought Status 593 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-523 Agenda Date:9/21/2026 TITLE:..title I-77 South Toll Lanes and Directed Vote at CRTPO Board Meeting INFORMATION CONTACT: Bjorn Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Establish Board Position on Public Private Partnership (P3) Funding Model for I-77 Widening Project. PRIOR BOARD ACTIONS: None. BACKGROUND: The Charlotte Regional Transportation Planning Organization (CRTPO) Board has scheduled a vote on September 23 to reconsider its May 2026 vote rescinding support for the I-77 Toll Lanes project’s P3 funding model, effectively ending the project. The State of North Carolina subsequently passed into law a requirement for all CRTPO members that voted to rescind support to proportionally pay back the NCDOT’s estimated $60+ million in development expenses. All NCDOT projects in development within those jurisdictions would be suspended until the money was repaid. Currently, the only Union County municipality on record opposing the P3 funding model is the City of Monroe, and in July directed their CRTPO representative to vote in support of the P3 funding model. The NCDOT has since communicated to Charlotte that the project’s P3 funding model allows for up to $300 million in additional community investment for greenways, highway capping, recreation facilities, grocery stores, or other mitigations. The source of this money, whether through higher tolls or lower profits for the vendor, has not been described. FINANCIAL IMPACT: Unknown - a vote opposing the P3 funding model may result in Union County being responsible for reimbursing the NCDOT for a proportional share of the estimated $60+ million in development expenses related to the project. Whether this requirement is legal is also unknown. Union County, NC Printed on 9/8/2026Page 1 of 1 powered by Legistar™594