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Chair & Vice Chair Review Draft Agenda Package 19-Oct-26Monday, October 19, 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 October 19, 2026 Closed Session Opening of Meeting Invocation Pledge of Allegiance Informal Comments Public Hearing(s) Staff Recognition Recognize Lifesaver Award Recipient26-558 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 Carmen Jenkins . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Sheriff ’s Office Deputy Carmen Jenkins is being recognized with the Lifesaver Award for her actions in response to a cardiac arrest earlier this year at a home in Indian Trail . Deputy Jenkins was nearby when the call was dispatched and arrived on scene approximately one minute later, several minutes before additional first responders . After determining that the patient was not breathing, Deputy Jenkins immediately applied an automated external defibrillator (AED), began CPR and administered a shock when advised by the AED . She continued CPR until fire department personnel arrived and continued lifesaving measures. Deputy Jenkins' AED remained connected to the patient and delivered two additional shocks as first responders continued treatment . Deputy Jenkins later followed up with the patient's family and learned that the patient had survived and was expected to make a full recovery . Deputy Jenkins is being recognized with the Lifesaver Award for her immediate response, effective use of her training and extraordinary actions in providing critical lifesaving care. The Lifesaver Award is presented to Union County employees whose actions directly contribute to saving a life . FINANCIAL IMPACT: None. Service Award Recognition26-563 Page 1 of 23 2 Board of Commissioners Meeting Agenda October 19, 2026 INFORMATION CONTACT: Julie Broome, Human Resources, Director, 704-283-3803 ACTION REQUESTED: Short video will play to recognize employee service award recipients for Q3 including July, August and September . PRIOR BOARD ACTIONS: None. BACKGROUND: The employee recognition program acknowledges employees for full-time continuous service at the following intervals : 5 years, 10 years, 15 years, 20 years, 25 years and 30 years of service. We would like to recognize the following employees for full-time continuous service with Union County Local Government. FINANCIAL IMPACT: None. Consent Agenda Grant Application & Allocate Additional FTE - North Carolina Governor’s Highway Safety Program - Union County Sheriff’s Office Toxicology Lab Expansion 26-568 INFORMATION CONTACT: Dorothy Thomas, Sheriff ’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: 1) Adopt Resolution, 2) 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 3) authorize the addition of one (1) FTE. PRIOR BOARD ACTIONS: 1) 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 . 2) September 21, 2026, Regular Meeting, Agenda Item #26-530 - Item removed from Consent Agenda for consideration at a future meeting . 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 one (1) position 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 Page 2 of 23 3 Board of Commissioners Meeting Agenda October 19, 2026 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) Forensic Chemist I (Pay Grade M) This position 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 this position. Two additional one-year continuation awards may be available, reimbursing approximately 85% in year two and 70% in year three. 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 $162,180, 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 Budget Amendment - Recognition of HB42 Funding Allocation for the Union County Sheriff’s Office 26-588 INFORMATION CONTACT: Dorothy Thomas, Public Safety Finance Administrator, 704-283-3578, Union County Sheriff ’s Office ACTION REQUESTED: Recognize, receive, and appropriate funding not to exceed $500,000.00 pursuant to North Carolina House Bill 42 (HB42) for State Fiscal Year 2026-2027 PRIOR BOARD ACTIONS: None. BACKGROUND: House Bill 42 (HB42), enacted by the State of North Carolina, provides counties with a one-time funding allocation intended to support sheriff ’s offices in meeting operational, training, equipment, or program requirements as defined within the bill . The Union County Sheriff’s Office has been awarded funding not to exceed $500,000.00. These funds are designed to assist counties in enhancing public safety initiatives, improving service capacity, and addressing operational needs that align with HB42’s intent. Specific uses of the funds must comply with state requirements, reporting standards, and allowable cost categories as determined by the North Carolina Department of Public Safety or other Page 3 of 23 4 Board of Commissioners Meeting Agenda October 19, 2026 designated state agencies. Key conditions associated with these funds include : • Funds may only be used for purposes deemed eligible under HB 42. • Expenditures must be documented and reported in accordance with state guidelines. • Any unspent funds may be subject to reversion to the State if not utilized within the designated fiscal year . FINANCIAL IMPACT: The County is authorized to receive up to $500,000.00 in HB42 funding for State Fiscal Year 2026-2027. No County match is required. Catawba Wateree Water Management Group Integrated Water Resources Plan Resolution 26-587 INFORMATION CONTACT: Aubrey Lofton, Water, Planning & Resource Management Director, 704-296-4241 ACTION REQUESTED: None PRIOR BOARD ACTIONS: None BACKGROUND: Union County is an active member of the Catawba Wateree Water Management Group (CWWMG), which brings together 21 public water utilities in North and South Carolina plus Duke Energy, which owns and operates every reservoir along the river system . Working collectively, the CWWMG identifies, funds, and implements strategic initiatives that extend the Basin’s capacity to meet community needs, while safeguarding its ecological health . The group is required to create a master plan every 10 years and in 2025 completed the CWWMG’s third planning document. This Integrated Water Resources Plan is a basin-wide, science-based roadmap for managing both water supply reliability and water quality in the Catawba-Wateree River Basin . All members are asked to adopt this resolution of support for this Integrated Water Resources Plan. FINANCIAL IMPACT: None Capital Project Ordinances - Group Home Renovation26-564 INFORMATION CONTACT: Jason May, Budget & Grant Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance 391B and Capital Project Ordinance 400A. Page 4 of 23 5 Board of Commissioners Meeting Agenda October 19, 2026 PRIOR BOARD ACTIONS: August 17, 2026, Regular Meeting, Agenda Item # 26-433 - Award contract to Dave's Construction Service, Inc, in the amount of $642,130.50; 2) authorize the County Manager to i) negotiate and execute an agreement substantially consistent with this agenda item, ii) exercise any renewal or extension term options set forth in the agreement, and iii) terminate the agreement if deemed in the best interest of Union County, each in the County Manager's discretion; 3) adopt Resolution Providing Notice of Construction of the Union County Group Home Renovation Project; and 4) adopt Capital Project Ordinance 319A and CPO 400. BACKGROUND: Capital Project Ordinance 391 provides funding for facilities repair and replacement for FY 2027. Facilities advanced $642,131 from this allotment to cover the construction contract for the Group Home renovation project. This action was necessary because the County had a construction bid in hand and did not want the bid to expire while funding was finalized. The Group Home renovation was originally to be funded through a $500,000 grant awarded to Human Services . However, at the time Facilities advanced the funding, staff did not have written confirmation that these state grant funds would roll from the State's FY 2026 budget into its FY 2027 budget. The State has since confirmed that the funding will roll forward and has increased the award to $802,009, an amount sufficient to cover the full cost of the project. This agenda item will: 1.Reimburse the CPO 391 facilities repair and replacement allotment for the $642,131 advanced to the Group Home renovation project; and 2.Accept and appropriate the State grant funding for the Group Home project in the amount of $802,009 to cover the full project cost. FINANCIAL IMPACT: The Group Home Renovation project will have a budget of $802,009 and the Facilities Repair and Replacement project will return to the original $2,700,000 budget included in the CIP for FY 2027. Grant Application - NC Department of Health & Human Services, Division of Public Health - Supporting Women's Health Services 26-566 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the Page 5 of 23 6 Board of Commissioners Meeting Agenda October 19, 2026 grant and budget funds as appropriate . PRIOR BOARD ACTIONS: None. BACKGROUND: Session Law 2023-14, Section 4.1 appropriated funding to the North Carolina Department of Health and Human Services, Division of Public Health, to award competitive grants to local health departments and nonprofit community health centers . Local health departments selected to receive grant funding may use these funds to implement evidence-based and evidence-informed strategies that increase access to contraceptive services and /or improve maternal and infant health outcomes within their communities . Allowable activities include strategies that improve access to reproductive, prenatal, and postpartum services; strengthen care coordination; address barriers to care; and reduce disparities in maternal and infant health outcomes, consistent with the requirements of this RFA and applicable state law . This grant opportunity is up to $150,000 annually, for up to three years, contingent upon annual renewal, availability of funds and satisfactory performance. FINANCIAL IMPACT: The grant request will be for up to $150,000 annually. There is no match required for this grant. Grant Application - NC Department of Health & Human Services, Division of Public Health - Family Planning Services 26-567 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate . PRIOR BOARD ACTIONS: None. BACKGROUND: The North Carolina Family Planning Program provides clinical and educational services to improve pregnancy intendedness for individuals throughout North Carolina. Priority is given to low-income individuals. The Family Planning Program is administered by the Reproductive Health Branch (RHB) of the North Carolina Department of Health and Human Services (NCDHHS), Division of Public Health (DPH), Women, Infant, and Community Wellness Section (WICWS). Successful applicants will receive funding to implement family planning clinical services in communities throughout the state of North Carolina . Page 6 of 23 7 Board of Commissioners Meeting Agenda October 19, 2026 This grant opportunity is up to $108,104 annually, for up to three years, contingent upon contract compliance, availability of funds and satisfactory performance. FINANCIAL IMPACT: The grant request will be for up to $108,104 annually. There is no match required for this grant. Grant Application - NC Department of Health & Human Services, Division of Public Health - Women, Infant, and Community Wellness Section 26-589 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate . PRIOR BOARD ACTIONS: None. BACKGROUND: The North Carolina Division of Public Health (NC DPH) Women, Infant, and Community Wellness Section WICWS) develops and promotes programs and services that protect the health and well-being of infants and women during their childbearing years . Section goals are to improve the overall health of women, reduce infant sickness and death, and strengthen families and communities . The Improving Community Outcomes for Maternal and Child Health (ICO4MCH) Program was established in 2015 to provide funding to local health departments (LHDs) to improve birth outcomes, reduce infant mortality, and improve health among children ages birth to five . Grants will be awarded for a three-year period and will be administered by the Division of Public Health-Women, Infant, and Community Wellness Section-Infant and Community Health Branch. This grant opportunity is up to $400,000-475,000 annually, for up to three years, contingent upon contract compliance, availability of funds and satisfactory performance. FINANCIAL IMPACT: The grant request will be for up to $475,000 annually for 3 years. There is no match required for this grant . Contract - Forensic Pathology Services26-594 INFORMATION CONTACT: Clayton Voignier, County Manager’s Office, Assistant County Manager, 704-283-3687 Page 7 of 23 8 Board of Commissioners Meeting Agenda October 19, 2026 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion . PRIOR BOARD ACTIONS: None BACKGROUND: This contract between Union County and NC DHHS Division of Public Health specifies that the County will provide forensic pathology services in North Carolina through professional staff, technical staff and suitable facilities for death investigations and autopsies as a regional autopsy center (RAC) beginning June 1, 2026. The contract also serves as an agreement for the state to reimburse the County on a per autopsy basis at the statutory fixed cost rates as defined in NCGS 130A-389(a) and NCGS 130A-389(a1). FINANCIAL IMPACT: Anticipated revenues of $2,175 per autopsy for 550 autopsies equal to $1,196,250 Capital Project Ordinance - South Piedmont Regional Autopsy Center 26-569 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance (CPO) 379A. PRIOR BOARD ACTIONS: May 5, 2025, Regular Meeting, Agenda Item #25-216 - Adopted CPO 379. BACKGROUND: Union County entered into Contract #47424 with the North Carolina Department of Health and Human Services (NCDHHS), Division of Public Health, effective July 1, 2023, for capital improvements and equipment purchases associated with the South Piedmont Regional Autopsy Center (South Piedmont Regional Medical Examiner's Office). The original contract was directly appropriated by the North Carolina General Assembly in the amount of $20,000,000 in nonrecurring, nonreverting State Capital and Infrastructure Funds ($15,000,000 in SFY 2023-24 and $5,000,000 in SFY 2024-25) under S.L. 2023-134. In S.L. 2026-41, the General Assembly appropriated an additional $1,500,000 in nonrecurring funds to Union County for the same purpose, budgeted through the Division of Public Health for SFY 2026-27. NCDHHS has prepared Amendment 1 to Contract #47424 to add these funds to the County's existing contract, increasing the total contract value from $20,000,000 to $21,500,000. The amendment also extends the Page 8 of 23 9 Board of Commissioners Meeting Agenda October 19, 2026 contract end date from June 30, 2025 to June 30, 2029 to align with the project's construction schedule . FINANCIAL IMPACT: The SPRAC Construction budget will be increased by $1,500,000. Grant Application - Broadband Satellite Resiliency Grant Program26-573 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: 1) Approve the application submitted for the Broadband Satellite Resiliency Grant with NCDIT and 2) authorize the County Manager to approve any future grant agreements and documents or purchases of approved materials related to this application . PRIOR BOARD ACTIONS: None. BACKGROUND: The $1 million Broadband Satellite Resiliency Grant program awards funds to eligible entities (including local governments) to purchase equipment that can deliver satellite internet service, as well as related installation materials. NCDIT is prioritizing applications within the 39 North Carolina counties designated inside the Hurricane Helene federal disaster area, including Union County. There was a deadline to submit interest by September 30, 2026. In October 2026, after reviewing submitted applications, NCDIT will contact entities that have completed the interest form to confirm they meet the eligibility and program criteria and to confirm equipment type and funding amount being requested . If the application and any subsequent application materials are approved by NCDIT, applicants may then make a purchase of approved materials as part of the grant program. After approval of application materials, approved grantees will submit financial information, along with a reimbursement request/invoice/proof of payment showing purchase of equipment to NCDIT. NCDIT will then process the reimbursement request and distribute payments to grantees . FINANCIAL IMPACT: The grant request amount has not yet been determined and will be based on the eligible items approved by NCDIT . There is no match required for this grant. Capital Project Ordinance - Aseptic Training Center26-578 INFORMATION CONTACT: Jason May, Director, Budget & Grants Management, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance (CPO) 343C and 314C. PRIOR BOARD ACTIONS: Page 9 of 23 10 Board of Commissioners Meeting Agenda October 19, 2026 September 19, 2022, Regular Meeting, Agenda Item #22-657 - Adopted CPO 314. April 3, 2023, Regular Meeting, Agenda Item #23-171 - Adopted CPO 343. BACKGROUND: On September 19, 2022, the Board of County Commissioners adopted Capital Project Ordinance (CPO) 314 to provide funding for the South Piedmont Community College (SPCC) Aseptic Training Center . CPO 314 has since been amended on February 19, 2024, May 6, 2024, May 19, 2024, and December 8, 2025. On April 3, 2023, the Board adopted CPO 343C to fund campus improvements at SPCC . CPO 343C has been amended on January 6, 2024, and May 4, 2026. SPCC has received additional interest earnings on the Office of State Budget and Management (OSBM) grant funds allocated for the Aseptic Training Center. SPCC has requested to transfer $235,500 of these funds from CPO 314 (Aseptic Training Center) to CPO 343C (Campus Improvements). Approval of this request would require amending both capital project ordinances to reflect the transfer . FINANCIAL IMPACT: Amend CPO 314 and CPO 343C to transfer $235,500 from the Aseptic Training Center project to the campus improvements project . Grant Application - FY2028 Section 5310 Enhanced Mobility of Seniors and Individuals with Disabilities Program and FY 2028 FTA 5303 Transit Planning Grant 26-579 INFORMATION CONTACT: Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598 ACTION REQUESTED: 1) Adopt the local share certification 2) Authorize the County Manager to submit the associated grant applications and make necessary assurances and certifications associated with the grant applications 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: None. BACKGROUND: The Human Services Agency Transportation Department seeks approval to submit applications for two 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 : 1. Enhanced Mobility of Seniors and Individuals with Disabilities - Section Page 10 of 23 11 Board of Commissioners Meeting Agenda October 19, 2026 5310 Grant - FY28 The Section 5310 program (49 U.S.C. 5310) provides formula funding to states to assist private nonprofit groups in meeting the transportation needs of older adults and people with disabilities when transportation service is unavailable, insufficient, or inappropriate to meet the needs of these residents. The 5310 program aims to remove barriers to transportation services and expand mobility options for seniors and individuals with disabilities by supporting services planned, designed, and carried out to meet the unique transportation needs of these residents in all areas - large urbanized (over 200,000), small urbanized (50,000-200,000), and rural (under 50,000). Funds are apportioned based on each state's share of the population, and then direct recipients manage and distribute funds to sub-recipient projects . The Human Services Agency Transportation Division will submit the grant application as a sub -recipient through the Charlotte Area Transit System (CATS)/Metropolitan Public Transportation Authority (MPTA), and our local agreement will be with the City of Charlotte . Transportation staff can manage this grant and have received and managed this 5310 funding since January 2016. FY28 grant funding will allow us to continue meeting the needs of current and future residents who are eligible for services under this funding structure . Our goal is to serve over 200 seniors aged 65 and older and/or individuals with disabilities currently being served by our system under this funding. The FY28 grant application will include: Operations Funding (Demand Response Service): ·50% Federal / 50% Local match ·Union County will use its Home and Community Care Block Grant (HCCBG) funds to meet the local match requirement . Capital Funding: ·80% Federal / 20% Local match ·Request includes covering the Administrative Professional II ’s salary as the Mobility Manager The performance period is for two funding years, meaning funds awarded during a given fiscal year can be drawn down for two years after the start of the award's fiscal year. 2. Transit Planning Program - Section 5303 Grant - FY28 Federal Transit Administration (FTA) Section 5303 federal transportation funding authorizations are allocated each year by the North Carolina Department of Transportation (NCDOT). 5303 funds are managed locally by the Charlotte Regional Transportation Planning Organization (CRTPO), the federally designated Metropolitan Planning Organization (MPO) for the Charlotte Urbanized Area (UZA). 5303 funding helps UZAs plan for the development, improvement, and effective management of their transportation systems, focusing on planning and administrative activities. Union County Transportation requests approval to apply for $197,089 of FY2028 5303 funds; funding is 80% Federal, 10% State, and 10% local match. Funds cover a one (1)-year period of performance from July 1, Page 11 of 23 12 Board of Commissioners Meeting Agenda October 19, 2026 2027, to June 30, 2028. The Human Service Agency Transportation Department plans to use the funding associated with this grant to complete multiple tasks, including : ·Data and Planning Support - Ridership analysis, socio-economic analysis, route analysis. ·Public Participation - Rider Surveys. ·Statewide & Extra Regional Planning - Interagency coordination, state and regional coordination . ·Management, Operations & Program Support Administration - grant development, attending regional and state events . FINANCIAL IMPACT: Section 5310 Grant - FY2028 ·Operating Request: $300,000 (two-year period: July 1, 2028 - June 30, 2030) o Federal Share (50%): $150,000 o Local Match (50%): $150,000 ·Capital Request: $147,878 o Federal Share (80%): $71,314 o Local Match (20%): $17,829 ·Total Local Match Required for 5310 Grant: $167,829 Section 5303 Planning Grant - FY2028 ·Total Grant Request: $197,089 o Federal Share (80%): $157,671 o State Share (10%): $19,709 o Local Share (10%): $19,709 Projected revenue and local share expenditures will be included in the proposed FY2028 budget. Union County Transportation - Contract for Development of a Five-Year Strategic Plan 26-581 INFORMATION CONTACT: Theresa Torres, Human Services Agency, 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: None. BACKGROUND: Union County Transportation (UCT) is developing a five-year strategic plan to evaluate Union County's current and future transportation needs and establish a clear direction for the growth and improvement of public transportation services . Union County continues to experience population growth and changing transportation needs . Over the next five to ten years, UCT expects continued increases in the number of older adults, individuals with disabilities, residents without access to a vehicle, and other residents who rely on public transportation to access employment, Page 12 of 23 13 Board of Commissioners Meeting Agenda October 19, 2026 medical appointments, shopping, community services, and other essential destinations. As the County grows, UCT must also evaluate how to improve existing services and where additional or alternative transportation options may be needed . The strategic planning process will assess UCT's current services, operations, fleet, facilities, technology, funding, partnerships, and staffing needs . The plan will also consider future service needs, including the potential use of microtransit and other flexible transportation options to better serve areas and populations where traditional demand-response service may be less effective . The planning process will include input from Union County, municipalities, community partners, transportation stakeholders, and UCT customers . Population projections and other available data will help identify emerging needs and set priorities for the next five years . The completed strategic plan will provide UCT and Union County with a practical roadmap for future service, funding, capital investments, partnerships, and operational improvements, while helping ensure that transportation resources are directed toward the areas of greatest need . Kimley-Horn has been selected to provide Consulting Services for Transportation's Five-Year Strategic Plan. Kimley-Horn was chosen from a list of vendors previously selected from RFP 2025-046 to provide these services for Union County projects FINANCIAL IMPACT: The total cost of the contract with Kimley-Horn is $219,156. Sufficient funds are available in our approved budget . August 2026 NCVTS Motor Vehicle Tax Report26-560 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 August 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: $866.48 Bid Rejection - IFB 2026-077 Union County Fairview Fire Training Facility 26-570 INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director of Design and Construction, 704-420-2626 Page 13 of 23 14 Board of Commissioners Meeting Agenda October 19, 2026 ACTION REQUESTED: Approve the rejection of all bids received for IFB 2026-077, Union County Fairview Fire Training Facility, pursuant to N .C.G.S. § 143-129(b), based on a determination that rejection is in the best interest of Union County . PRIOR BOARD ACTIONS: None. BACKGROUND: On June 22, 2026, the Procurement Department partnered with Facilities and Fleet Management to issue an Invitation for Bid IFB 2026-077 UC Fairview Fire Training Facility. On August 6, 2026, 14 bids for the titled project were received. All bids were tabulated, reviewed and certified by Progressive Companies. The bids ranged from $ 1,923,539.00 - $ 2,821,037.56. Following bid opening and review, Facilities & Fleet Management determined that the bids received exceed the funds currently available for the project and recommending a bid award under the current solicitation is not in the County's best interest and recommends rejection of all bids . N.C.G.S. § 143-129(b) authorizes the Board of County Commissioners to reject any or all proposals for a reason determined by the Board to be in the best interest of the County . Because this solicitation is for construction in the formal bidding range, Board action is required to reject the bids. Facilities & Fleet Management therefore request that the Board authorize rejection of all bids received for IFB 2026-077. Following Board action, Procurement & Contract Management will notify the bidders and close out the solicitation. FINANCIAL IMPACT: Approval of this request will result in no contract award for this solicitation under the adopted Fire Training capital account 40080176. Bid Award and Construction Contract - Union County EMS Renovation 26-572 INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director of Design and Construction, 704-420-2626 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with the agenda item, 2) adopt Resolution Providing Notice of Construction of the Union County EMS Renovation . PRIOR BOARD ACTIONS: None. BACKGROUND: The scope of work consists of minor interior renovation of a former volunteer fire station to make the existing restrooms ADA compliant and Page 14 of 23 15 Board of Commissioners Meeting Agenda October 19, 2026 to provide Union Emergency Medical Services with a touchdown space located at 7402 Concord Highway. The exterior improvements include repaving and striping the existing asphalt drive and parking lot . On August 12, 2026, the Procurement Department partnered with Facilities and Fleet Management to issue an Invitation for Bid IFB 2026-040 Union County EMS Renovation Project . On September 16, 2026, eight (8) bids for the titled project were received and processed . All bids were tabulated, reviewed and certified by C Design . The bids ranged from $280,400. to $418,214 ; staff recommends that the project be awarded to the lowest responsive, responsible bidder, H&C Contracting, Inc. in the amount of $280,400. FINANCIAL IMPACT: There are sufficient funds within the adopted capital account, Fairview EMS, 40080193 to support the construction contract amount of $280,400. Purchase - Replacement/Expansion Vehicles26-583 INFORMATION CONTACT: Christopher J. Boyd, Facilities and 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: Fleet requests the approval to purchase five replacement vehicles and eight expansion vehicles with funds approved in the FY 27 budget. The five replacements have met their useful life in accordance with the vehicle replacement policy. One additional replacement is for a total loss vehicle and has been budgeted accordingly . 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 State Term Contract 2510A quoted by Deacon Jones Ford . Vehicle Summary - Replacements: (1) 2027 FORD F150 EXT CAB 4X4 - Replaces 09-17, Building Code Enforcement, $42,154.32 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 38-18, UC Water Line Mant., $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 21-15, UC Water Quality Mgmt., $46,768.19 Page 15 of 23 16 Board of Commissioners Meeting Agenda October 19, 2026 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 05-19, UC Water Engineering, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 36-18, UC Water Line Mant., $46,768.19 (1) 2027 FORD F250 CREW CAB 4X4 LB - Replaces Total Loss 37-13, UC Water Line Rep., $48,282.61 Expansions: (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water AMI Services, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water AMI Services, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water Cross Connection, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water Cross Connection, $46,768.19 (1) 2027 FORD F150 EXT CAB 4X4 - Expansion, UC Water Engineering, $42,154.32 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 FINANCIAL IMPACT: The anticipated cost for the vehicles is $647,041.34 and is budgeted accordingly for FY27. Resolution - Surplus Vehicle Sale26-580 INFORMATION CONTACT: Corey Brooks, Procurement & Contract Management, Director, 704-283-3683 ACTION REQUESTED: Adopt Resolution Authorizing Surplus Property Sale by Internet Auction which 1) declares the property itemized on Attachment A as “Surplus” to the needs of Union County, 2) authorizes sale at electronic auction of the surplus property described in Attachment A as per the terms and conditions as specified in the online auction service provider contract, and 3) authorizes the Procurement Director or their designee to execute any and all documents necessary to transfer title to said property on behalf of Union County. BACKGROUND: North Carolina General Statutes allow the disposition of personal property by local governments through a variety of means including private negotiations and sale; advertisement for sealed bids; negotiated offer, advertisement, and upset bid; public auction; or exchange . In 2001, the legislature amended the Statues to provide for disposition of property Page 16 of 23 17 Board of Commissioners Meeting Agenda October 19, 2026 through electronic auction . The sale will begin October 22, 2026, at 9:00 AM and end November 5, 2026, with incremental closings as indicated on Attachment A . A summary of the vehicle information is listed below . Additional vehicle information can be found on Attachment A . UCSO ·(1) 2013 DODGE CHARGER ·(4) 2014 DODGE CHARGERS ·(4) 2016 DODGE CHARGERS ·(1) 2010 CHEVROLET TAHOE ·(2) 2011 FORD CROWN VICTORIAS UC WATER ·(1) 2017 FORD F-150 The vehicles are to be picked up at 610 Patton Avenue, Monroe, NC with the following terms of sale: 1. Sale to the highest bidder with all sales final . 2. All items sold “as is” with no warranty, expressed or implied, which extends beyond the description of the item . 3. Purchasers must remove vehicles(s) within ten (10) business days from the time and date of issuance of the Buyer ’s Certificate. 4. Payment must be made online through the online auction website . Payment in full is due not later than five (5) business days from the time and date of the Buyers Certificate . Payment will not be accepted onsite . FINANCIAL IMPACT: Estimated revenue is $57,000. The revenue will be returned to the fund from which the asset came. Minutes for Approval26-562 INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Approve minutes PRIOR BOARD ACTIONS: None BACKGROUND: Minutes have been provided for the Board to review and approve . FINANCIAL IMPACT: None Information Only Page 17 of 23 18 Board of Commissioners Meeting Agenda October 19, 2026 Drought Status - Update26-576 INFORMATION CONTACT: Aubrey Lofton, Water, Planning & Resource Management Director, 704-296-4241 ACTION REQUESTED: None PRIOR BOARD ACTIONS: None BACKGROUND: Union County Water is closely following the current drought . Union County Water declared Stage 2 Drought Restrictions on May 15 to comply with the Catawba-Wateree Drought Management Advisory Group’s status change based on the Low Inflow Protocol triggers . Attached are the updated Low Inflow Protocol triggers and the US Drought Monitor as of October 1, 2026. FINANCIAL IMPACT: None Wastewater Treatment Capacity - Monthly Update26-582 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 September 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 68.3% ·Percent of Actual + Permitted Flows = 91.4% ·Actual Flows (MGD)= 5.123 ·Actual + Permitted Obligated Flows (MGD)= 6.853 Crooked Creek ·Percent of Actual Flows = 65.7% ·Percent of Actual + Permitted Flows = 95.2% ·Actual Flows (MGD)= 1.249 ·Actual + Permitted Obligated Flows (MGD)= 1.808 Page 18 of 23 19 Board of Commissioners Meeting Agenda October 19, 2026 Olde Sycamore ·Percent of Actual Flows = 26.7% ·Percent of Actual + Permitted Flows = 26.7% ·Actual Flows (MGD)= 0.040 ·Actual + Permitted Obligated Flows (MGD)= 0.040 Tallwood ·Percent of Actual Flows = 34.0% ·Percent of Actual + Permitted Flows = 34.0% ·Actual Flows (MGD)= 0.017 ·Actual + Permitted Obligated Flows (MGD)= 0.017 Grassy Branch ·Percent of Actual Flows = 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 September 2026 are summarized in the attached tables . FINANCIAL IMPACT: None FY25 CDBG Consolidated Annual Performance Evaluation Report (CAPER) 26-577 INFORMATION CONTACT: Monica Culbreath, Budget & Grants Management Department, Grants Specialist, 704-283-3580 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County is required to make available for public comment and submit a Consolidated Annual Performance Evaluation Report (CAPER) to the United States Department of Housing and Urban Development (HUD) per 24 CFR Part 91. This report is a summary of accomplishments and actions taken for activities stated in the prior year (July 1, 2025, through June 30, 2026) Action Plan. The CAPER was made available for public review and comment for a period of fifteen (15) days beginning October 3, 2026, and ending October 18, 2026. Notice of the public Page 19 of 23 20 Board of Commissioners Meeting Agenda October 19, 2026 comment period was advertised in local newspapers and on the County ’s website. There were no comments. FINANCIAL IMPACT: None - Information Only Human Resources Reports for August 202626-557 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 August 2026. FINANCIAL IMPACT: None. Tax Refunds, Releases and Prorations Approved by Finance Officer26-559 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 August 2026 NCVTS releases and refunds less than $100 and prorations approved by the finance officer . FINANCIAL IMPACT: None. Communications Monthly Report - September 202626-571 INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: Page 20 of 23 21 Board of Commissioners Meeting Agenda October 19, 2026 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. Tax Collector’s Departmental Report for August 202626-549 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 August 20236 as required by NCGS 105-350(7). FINANCIAL IMPACT: None. South Piedmont Regional Autopsy Center - October 2026 Quarterly Report 26-574 INFORMATION CONTACT: Stephanie Dudley, County Manager ’s Office, Operations Manager, 704-292-2668 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This is the quarterly progress report on the operations of the South Piedmont Regional Autopsy Center (SPRAC). FINANCIAL IMPACT: None. Business Amend FY 2027 Building Fee Schedule26-556 INFORMATION CONTACT: Mark Griffin, Building Code Enforcement, Director, 704-283-3643 Page 21 of 23 22 Board of Commissioners Meeting Agenda October 19, 2026 ACTION REQUESTED: Amend FY2027 Building Fee Schedule to Incorporate Fees for State Building Code Regulatory Fund. PRIOR BOARD ACTIONS: June 16, 2026 , Regular Meeting, Agenda Item #26-351 - Adoption of FY 2027 Budget BACKGROUND: The State of North Carolina passed Session Law 2026-41, creating a special fund in the Department of Labor, the State Building Code Regulatory Fund. The fees collected pursuant to this section shall use all funds credited to the Fund to support the Building Codes and Interpretations Bureau. Local governments shall collect this fee in the following amounts : (1) One hundred dollars ($100.00), with all building permits issued for the construction of buildings and structures subject to the North Carolina Building Code (2) Twenty-five dollars ($25.00), with all building permits issued for the construction of buildings and structures subject to the North Carolina Residential Code. (3) Ten dollars ($10.00), with all building permits issued for work subject to the North Carolina State Building Code other than described in subdivisions (1) and (2) of this subsection. These fees would have generated approximately $158,000 in FY 2026 for services performed by Union County’s Building Code Enforcement Department. Union County would remit any revenue to the Department of Labor on a quarterly basis . Both Finance and Legal departments have been consulted and have no concerns about complying with the new law . FINANCIAL IMPACT: None. Rezoning Petition RZ-2026-010 Light Industrial26-561 INFORMATION CONTACT: Bjorn Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Approve or deny rezoning request . 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 . Page 22 of 23 23 Board of Commissioners Meeting Agenda October 19, 2026 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 . PRIOR BOARD ACTIONS: September 21, 2026, Regular Meeting, Agenda Item #26-513 - Conduct public hearing for proposed rezoning . 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 . A public hearing was conducted on September 21, 2026. No one spoke in favor of or in opposition to the petition, although the applicant was present at the hearing . FINANCIAL IMPACT: None. Cost of Community Services and Residential Break-Even Study Project Award 26-565 INFORMATION CONTACT: Lee Jenson, Planning, Director, 704-283-3564 ACTION REQUESTED: Review RFP responses, receive staff recommendation, and direct staff to enter negotiations with preferred vendor . PRIOR BOARD ACTIONS: August 17, 2026, Regular Meeting, Agenda Item 26-500. BACKGROUND: On August 17, 2026, the Board directed staff to develop a scope of work, solicit vendors, and bring back proposals for a cost of community services study. FINANCIAL IMPACT: None. County Manager's Comments Commissioners' Comments Adjournment Page 23 of 23 24 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-558 Agenda Date:10/19/2026 TITLE:..title Recognize Lifesaver Award Recipient 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 Carmen Jenkins. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Sheriff’s Office Deputy Carmen Jenkins is being recognized with the Lifesaver Award for her actions in response to a cardiac arrest earlier this year at a home in Indian Trail. Deputy Jenkins was nearby when the call was dispatched and arrived on scene approximately one minute later, several minutes before additional first responders. After determining that the patient was not breathing, Deputy Jenkins immediately applied an automated external defibrillator (AED), began CPR and administered a shock when advised by the AED. She continued CPR until fire department personnel arrived and continued lifesaving measures. Deputy Jenkins' AED remained connected to the patient and delivered two additional shocks as first responders continued treatment. Deputy Jenkins later followed up with the patient's family and learned that the patient had survived and was expected to make a full recovery. Deputy Jenkins is being recognized with the Lifesaver Award for her immediate response, effective use of her training and extraordinary actions in providing critical lifesaving care. 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 10/6/2026Page 1 of 1 powered by Legistar™25 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-563 Agenda Date:10/19/2026 TITLE:..title Service Award Recognition INFORMATION CONTACT: Julie Broome, Human Resources, Director, 704-283-3803 ACTION REQUESTED: Short video will play to recognize employee service award recipients for Q3 including July, August and September. PRIOR BOARD ACTIONS: None. BACKGROUND: The employee recognition program acknowledges employees for full-time continuous service at the following intervals: 5 years, 10 years, 15 years, 20 years, 25 years and 30 years of service. We would like to recognize the following employees for full-time continuous service with Union County Local Government. FINANCIAL IMPACT: None. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™26 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-568 Agenda Date:10/19/2026 TITLE:..title Grant Application & Allocate Additional FTE - 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) Adopt Resolution, 2) 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 3) authorize the addition of one (1) FTE. PRIOR BOARD ACTIONS: 1) 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. 2) September 21, 2026, Regular Meeting, Agenda Item #26-530 - Item removed from Consent Agenda for consideration at a future meeting. 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 one (1) position 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) Forensic Chemist I (Pay Grade M) This position 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. Union County, NC Printed on 10/9/2026Page 1 of 2 powered by Legistar™27 File #:26-568 Agenda Date:10/19/2026 The grant is a one-year award covering 100% of costs associated with this position. Two additional one-year continuation awards may be available, reimbursing approximately 85% in year two and 70% in year three. 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 $162,180, 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 10/9/2026Page 2 of 2 powered by Legistar™28 29 30 31 32 33 34 35 36 37 38 Mailing Address: NC DEPARTMENT OF TRANSPORTATION GOVERNOR'S HIGHWAY SAFETY PROGRAM 1508 MAIL SERVICE CENTER RALEIGH, NC 27699-1508 Telephone: (919) 814-3650 Website: www.ncdot.gov/programs/GHSP/ Location 750 NORTH GREENFIELD PARKWAY GARNER, NC 27529 July 28, 2026 David Williams UNION COUNTY SHERIFF 3370 PRESSON RD MONROE NC 28112-9140 Application number: 1000028039 Ref : 2027 Application Approval Dear David Williams, The Governor's Highway Safety Program (GHSP) grant management team has completed its final review of applications for fiscal year 2027, which begins October 1, 2026. Your application is approved to proceed to the next stage of the funding process. Your next step is to review and sign the Agreement of Conditions. Some grantees will need to provide additional documentation. If that’s the case, your Grants Specialist will provide you with those documents. These completed documents must be returned via email to your Grants Specialist. Although your application has been conditionally approved, this does not ensure funding. Final approval of funds will not be made until your Agreement is finalized. You are not authorized to spend any grant funds until you receive final approval and the new federal fiscal year begins on October 1st. Please contact your Grants Specialist should you have any questions or concerns about this process. The GHSP appreciates your dedication and contribution to highway safety and your continued partnership in keeping North Carolinians safe. Sincerely, Mark Ezzell Director 39 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-588 Agenda Date:10/19/2026 TITLE:..title Budget Amendment - Recognition of HB42 Funding Allocation for the Union County Sheriff’s Office INFORMATION CONTACT: Dorothy Thomas, Public Safety Finance Administrator, 704-283-3578, Union County Sheriff’s Office ACTION REQUESTED: Recognize, receive, and appropriate funding not to exceed $500,000.00 pursuant to North Carolina House Bill 42 (HB42) for State Fiscal Year 2026-2027 PRIOR BOARD ACTIONS: None. BACKGROUND: House Bill 42 (HB42), enacted by the State of North Carolina, provides counties with a one-time funding allocation intended to support sheriff’s offices in meeting operational, training, equipment, or program requirements as defined within the bill. The Union County Sheriff’s Office has been awarded funding not to exceed $500,000.00. These funds are designed to assist counties in enhancing public safety initiatives, improving service capacity, and addressing operational needs that align with HB42’s intent. Specific uses of the funds must comply with state requirements, reporting standards, and allowable cost categories as determined by the North Carolina Department of Public Safety or other designated state agencies. Key conditions associated with these funds include: • Funds may only be used for purposes deemed eligible under HB42. • Expenditures must be documented and reported in accordance with state guidelines. • Any unspent funds may be subject to reversion to the State if not utilized within the designated fiscal year. FINANCIAL IMPACT: The County is authorized to receive up to $500,000.00 in HB42 funding for State Fiscal Year 2026- 2027. No County match is required. Union County, NC Printed on 10/9/2026Page 1 of 1 powered by Legistar™40 Local Law Enforcement Bonus Program Frequently Asked Questions (FAQ) This document provides implementation guidance for the Local Law Enforcement Officer Compensation Bonus Program administered by the North Carolina State Bureau of Investigation (SBI). It is intended to assist agencies in complying with Section 41.3 of Session Law 2026-41. In the event of any conflict between this FAQ and applicable law, the law controls. Program Overview What is the Local Law Enforcement Officer Compensation Bonus Program? LOCAL LAW ENFORCEMENT BONUS SECTION 41.3.(a) For the 2026-2027 fiscal year, a sworn local law enforcement officer employed as an officer on June 30, 2026, is eligible to receive a compensation bonus in the amount of one thousand seven hundred fifty dollars ($1,750), payable as close as is practicable to October 15, 2026. SECTION 41.3.(b) The State Bureau of Investigation (SBI) shall award these local law enforcement compensation bonuses as provided by this section. The SBI shall report on the administration of the awards to the Fiscal Research Division by December 15, 2026. SECTION 41.3.(c) The funds appropriated for bonuses in excess of the amounts required to implement these bonuses shall be reverted to the General Fund. The compensation bonuses awarded by this section are not compensation for the purposes of any retirement system administered by the State. The compensation bonuses awarded by this section are not part of annual salary and shall be paid out separately. The compensation bonus shall be awarded to eligible officers without regard to an officer's placement within the salary range, including employees at the top of the salary range. The compensation bonus shall be adjusted pro rata for permanent part-time employees. Eligible Local Law Enforcement Officer: For purposes of the Local Law Enforcement Officer Compensation Bonus Program, a Local Law Enforcement Officer is a sworn law enforcement officer employed by an eligible North Carolina local law enforcement agency who meets the eligibility requirements established in Section 41.3 of S.L. 2026-41. For this program, the term generally refers to sworn officers employed by: A North Carolina county sheriff's office; A North Carolina municipal police department; 41 Airport police departments authorized under North Carolina Law; Tribal law enforcement recognized under applicable law; or Local ABC law enforcement officers, where applicable. Unless otherwise provided by law or program guidance, the term does not include civilian employees, detention officers who are not sworn deputy sheriffs, telecommunicators, reserve officers who are not employed, trainees or cadets who were not sworn officers on June 30, 2026, State agency law enforcement officers, university, college or community college police officers, company police officers, or private police officers. Eligibility Who is eligible? Eligible sworn local law enforcement officers employed by an eligible local law enforcement agency on June 30, 2026, are eligible for the compensation bonus in accordance with Section 41.3. Which agencies are eligible? Eligible agencies include North Carolina county sheriff's offices municipal police departments, airport police departments, Tribal police, and local ABC law enforcement that employ eligible sworn local law enforcement officers. Are detention officers eligible? No. Section 41.3 applies to sworn local law enforcement officers. Detention officers who are not sworn deputy sheriffs are not eligible. Are unpaid reserve officers or deputies eligible? No. The bonus is intended for eligible employed sworn local law enforcement officers. Are trainees or cadets eligible? No. Individuals who were not sworn law enforcement officers meeting the statutory requirements on June 30, 2026, are not eligible. Are community college police, UNC System police, company police, or private police eligible? No. Section 41.3 applies to eligible local law enforcement agencies and does not include State agencies, university police departments, company police agencies, or private police organizations. Our department participates in LGERS. Are we eligible? Yes. Participation in the Local Governmental Employees' Retirement System has no impact on eligibility. 42 Employment Status If an officer retired or separated before June 30, 2026, are they eligible? No. Eligibility is based upon employment on June 30, 2026. If an officer retires after June 30, 2026, are they still eligible? Yes. Eligibility is determined based upon employment on June 30, 2026. Individual Agencies are responsible for processing bonus payments through their payroll systems and should provide guidance to retirees regarding payroll processing procedures. If an officer resigns after June 30, 2026, are they still eligible? Yes. Eligibility is based upon employment on June 30, 2026. If an officer transfers to another agency after June 30, who pays? The employing agency on June 30, 2026, should include the officer in its certified submission to SBI. Bonus Amount How much is the bonus? Eligible full-time sworn officers receive $1,750. Eligible permanent part-time officers receive a prorated amount. How are part-time officers calculated? Permanent part-time officers will be converted to a Full-Time Equivalent (FTE) based on their average weekly hours worked as of June 30, 2026. A part-time officer FTE can be calculated by dividing the average weekly hours by 40. For example, an officer working an average of 20 hours a week as of 6/30/26, would be a .5 FTE (20 avg weekly hours / 40). Can an officer receive more than one $1,750 bonus? No. An eligible officer may receive only one full-time equivalent compensation bonus under the program, regardless of the number of eligible agencies by which the officer is employed. Can an officer receive both a full-time and part-time bonus? No. If an agency knows that one of its part-time officers is employed full-time by another eligible agency, the officer should not be included in the agency's FTE certification. Only one full-time equivalent bonus may be paid to an eligible officer under this program. Bonus Amount 43 Can an officer receive more than one part-time bonus? Yes. An officer who works part-time for more than one eligible agency, and is not employed full-time by any eligible agency, may be included in the FTE certification of more than one agency. The officer's combined part-time FTE will be used to determine eligibility, provided the total certified FTE does not exceed 1.0. Payment Administration When will bonuses be paid? The legislation provides that payments are to be made as close as is practicable to October 15, 2026. How will bonuses be paid? SBI will distribute funding to eligible agencies based on the information certified by their Finance contact. Agencies will process bonus payments through their payroll systems. Will officers receive the entire $1,750? The gross bonus is $1,750 for eligible full-time officers. The employee's net payment will depend upon required payroll deductions. Can an agency retain a portion of the bonus? No. Bonus funding is intended for eligible officers. Agencies should pay the full bonus authorized under Section 41.3. Will agencies receive additional funding for employer payroll taxes? Section 41.3 provides additional funding for the employer share of FICA. The legislation does not provide additional funding for employer retirement contributions. The amount per 1 FTE will be $1,750 x 1.0765 = $1,883.87. Is the bonus taxable? Yes. The bonus is taxable wages and should be processed through payroll. Will retirement contributions be deducted? The compensation bonuses awarded by this section are not compensation for the purposes of any retirement system administered by the State. Will the bonus appear on a regular paycheck? No. The legislation requires that the compensation bonus be paid separately from an employee's regular salary. Each agency's payroll office is responsible for determining the appropriate payroll process to comply with this requirement. The legislation provides that payments are to be made as close as is practicable to October 15, 2026. Will officers receive the entire $1,750? Will agencies receive additional funding for employer payroll taxes? additional funding for employer retirement contributions.The amount per 1 FTE will be $1,750 x 1.0765 = $1,883.87. 44 Will agencies receive a Form 1099? No. Payments are made to local governments and are not reportable on Form 1099. Employees should receive a Form W-2 reflecting taxable wages. Payments received from SBI are program funds provided to eligible local governments and are not compensation for services. Agency Responsibilities What information must agencies provide? Authorized Program Contact, Payroll Contact, Finance Contact, payroll certification, remittance information, Substitute W-9, total bonuses paid certification, and other information required by SBI. Why does SBI need three contacts? The Authorized Program Contact coordinates participation and designates the Payroll and Finance Contacts. The Payroll Contact certifies officer payroll information. The Finance Contact provides remittance and vendor information needed for payment. Incomplete or inaccurate information may delay the distribution of program funds. Can the county HR department provide payroll information? Yes, provided the agency's authorized program contact identifies the appropriate payroll representative and required certifications are completed. Will agencies be required to submit a list of eligible officers? No. Agencies will certify the number of eligible officers by total FTE and maintain supporting documentation to support this certification. SBI may request officer-level information to resolve questions, prevent duplicate payments, or support audit activities. Will agencies certify their submissions? Yes. Agencies will certify the accuracy and completeness of submitted information. Will agencies certify that officers received the funds? Yes. Agencies will be required to certify that program funds were distributed only to eligible officers in accordance with Section 41.3 and SBI program guidance. Is the program subject to audit? Yes. All submissions, certifications, and payments are subject to audit and review. What happens if an agency receives more funding than it distributes? Any program funds not distributed to eligible officers, or determined to have been received in error, must be returned to SBI in accordance with program guidance. 45 Special Situations How will dual certification be handled? Agencies should not include a part-time officer in their FTE certification if that officer is being certified as a full-time officer by another eligible agency. What if duplicate submissions are received? SBI may request additional documentation before approving payment. What if our agency discovers an error after we submit our certification? Agencies should notify SBI as soon as possible. Corrections may be accepted prior to payment processing. After payment, adjustments may require additional certification or return of funds. Can our agency submit revised information after the submission deadline? Yes. If corrections are needed, the agency should submit a revised form. After submitting the revised form, the agency should also send an email to LocalLEBonus2026@ncsbi.gov, identifying the agency and indicating that a revised submission has been made. This notification will help ensure the updated information is identified and reviewed as quickly as possible. 46 Senate Bill 257 Session Law 2026-41 Page 537 SECTION 41.2.(a) Effective July 1, 2026, for the 2026-2027 fiscal year, any State-funded employee (i) whose salary is set by Part VII-A of this act (except for Section 7A.1 or 7A.6), by this Part, pursuant to the North Carolina Human Resources Act, or as otherwise authorized in this act and (ii) who is employed on June 30, 2026, is awarded a compensation bonus, payable as close as is practicable to October 15, 2026, in the amount of either: (1) One thousand seven hundred fifty dollars ($1,750) awarded to employees having annual salaries of sixty-five thousand dollars ($65,000) or less on June 30, 2026; or (2) One thousand dollars ($1,000) awarded to employees having annual salaries greater than sixty-five thousand dollars ($65,000) on June 30, 2026. SECTION 41.2.(b) The compensation bonuses awarded by this section are not (i) compensation for the purposes of any retirement system administered by the State or (ii) part of annual salary and shall be paid out separately. These compensation bonuses shall be awarded to eligible State-funded permanent employees without regard to an employee's placement within the salary range, including employees at the top of the salary range. The bonuses shall be adjusted pro rata for permanent part-time employees. The funds appropriated for these compensation bonuses in excess of the amounts required to implement these bonuses shall revert to the General Fund. LOCAL LAW ENFORCEMENT BONUS SECTION 41.3.(a) For the 2026-2027 fiscal year, a sworn local law enforcement officer employed as an officer on June 30, 2026, is eligible to receive a compensation bonus in the amount of one thousand seven hundred fifty dollars ($1,750), payable as close as is practicable to October 15, 2026. SECTION 41.3.(b) The State Bureau of Investigation (SBI) shall award these local law enforcement compensation bonuses as provided by this section. The SBI shall report on the administration of the awards to the Fiscal Research Division by December 15, 2026. SECTION 41.3.(c) The funds appropriated for bonuses in excess of the amounts required to implement these bonuses shall revert to the General Fund. The compensation bonuses awarded by this section are not compensation for the purposes of any retirement system administered by the State. The compensation bonuses awarded by this section are not part of annual salary and shall be paid out separately. The compensation bonus shall be awarded to eligible officers without regard to an officer's placement within the salary range, including employees at the top of the salary range. The compensation bonus shall be adjusted pro rata for permanent part-time employees. GOVERNOR AND COUNCIL OF STATE SECTION 41.4.(a) Effective July 1, 2026, G.S. 147-11(a) reads as rewritten: "§ 147-11. Salary and expense allowance of Governor; allowance to person designated to represent Governor's office. (a) The salary of the Governor shall be two hundred three thousand seventy-three dollars ($203,073) two hundred nine thousand one hundred sixty-five dollars ($209,165) annually, payable monthly." SECTION 41.4.(b) Effective July 1, 2026, the annual salaries for members of the Council of State, payable monthly, are set as follows: Council of State Annual Salary Lieutenant Governor $173,436 Attorney General 173,436 Secretary of State 173,436 State Treasurer 173,436 State Auditor 173,436 47 TITLE:..title Budget Amendment/SRO – Funding Allocation for the Union County Sheriff’s Office - Recognition and appropriation of revenue received as part the State’s Local Law Enforcement Bonus Program, as adopted in the FY2026-2027 State Budget. ..body INFORMATION CONTACT: Dorothy Thomas, Public Safety Finance Administrator, 704-283-3578, Union County Sheriff’s Office ACTION REQUESTED: Receive, recognize, and appropriate funding from the State of North Carolina to provided one-time bonuses to sworn local law enforcement officers, in an amount not to exceed $500,000.00, pursuant to North Carolina Session Law 2026-41, Section 41.3 (HB42) for State Fiscal Year 2026–2027 PRIOR BOARD ACTIONS: None. BACKGROUND: As part of House Bill 42 (HB42), enacted by the State of North Carolina as part of the FY2026-2027 Budget (S.L 2026-41, Section 41.3), the Local Law Enforcement Officer Compensation Bonus Program provides local law enforcement agencies with one-time funding in an effort to support recruitment and retention efforts across the State. Base on the criteria as described in the Program’s Frequently Asked Questions (FAQ) document, the Union County Sheriff’s Office 251 full-time and nine (9) part-time employees who are eligible for this one-time compensation. These funds are designed to assist counties in enhancing public safety initiatives, improving service capacity, and addressing operational needs that align with HB42’s intent. Specific uses of the funds must comply with state requirements, reporting standards, and allowable cost categories as determined by the North Carolina Department of Public Safety or other designated state agencies. Key conditions associated with these funds include: • Funds may only be used for purposes deemed eligible under HB42. • Expenditures must be documented and reported in accordance with state guidelines. • Any unspent funds may be subject to reversion to the State if not utilized within the designated fiscal year. FINANCIAL IMPACT: 48 The County is authorized to receive up to $500,000.00 in HB42 funding for State Fiscal Year 2026–2027. No County match is required. 49 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-587 Agenda Date:10/19/2026 TITLE:..title Catawba Wateree Water Management Group Integrated Water Resources Plan Resolution INFORMATION CONTACT: Aubrey Lofton, Water, Planning & Resource Management Director, 704-296-4241 ACTION REQUESTED: None PRIOR BOARD ACTIONS: None BACKGROUND: Union County is an active member of the Catawba Wateree Water Management Group (CWWMG), which brings together 21 public water utilities in North and South Carolina plus Duke Energy, which owns and operates every reservoir along the river system. Working collectively, the CWWMG identifies, funds, and implements strategic initiatives that extend the Basin’s capacity to meet community needs, while safeguarding its ecological health. The group is required to create a master plan every 10 years and in 2025 completed the CWWMG’s third planning document. This Integrated Water Resources Plan is a basin-wide, science-based roadmap for managing both water supply reliability and water quality in the Catawba-Wateree River Basin. All members are asked to adopt this resolution of support for this Integrated Water Resources Plan. FINANCIAL IMPACT: None Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™50 A Shared Plan for a Stronger Water Future The Integrated Water Resources Plan (IWRP), prepared by the Catawba-Wateree Water Management Group (CWWMG), is a Basin-wide, science-based roadmap for managing both water supply reliability and water quality in the Catawba-Wateree River Basin. Developed collaboratively by water utilities, energy providers, and regional partners, the IWRP reflects a shared commitment to manage this interconnected system as one resource. The third generation of Basin-wide planning, the IWRP builds on years of collaboration, data, and implementation. Past plans have led to real improvements in water use efficiency, drought response, and system coordination. The current IWRP continues that progress, providing practical, science-based recommendations to strengthen reliability, protect water quality, and support a growing region. The Central Findings: Quantity and Quality The IWRP identifies current and future water quantity and quality challenges and lays out a set of practical solutions and strategies to address these challenges on a Basin-wide scale. The IWRP determined that the total water storage in the reservoir system is sufficient to meet water demands beyond 2100. However, two key challenges remain: Reliable Access: Water is not always available where and when it is needed, particularly during drought conditions. Limitations in water supply accessibility due to some raw water intake depths and current Low Inflow Protocol (LIP) and drought management strategies have been identified. The IWRP provides recommended potential strategies to address these challenges. Water Quality: Water quality pressures are increasing. Sedimentation is reducing storage capacity, nutrients and runoff are affecting source water, and treatment complexities and costs are increasing. The IWRP identifies recommended potential strategies and priority locations to address these challenges. 151 Why This Matters Now Several trends are placing increasing pressure on the Basin: ≈Continued population and economic growth ≈Frequent and unpredictable droughts ≈Greater climate variability, including extreme rainfall and dry periods ≈Development pressures that impact watershed health and water quality Demand is rising, conditions are becoming more variable, and protecting water quality is critical to long-term success. What the IWRP Recommends The IWRP lays out a set of practical actions to help the Basin work better over time as one connected system. The recommendations focus on a few key areas: improving how policies support regional water management, better coordinating growth and conservation decisions, making the most of existing infrastructure, and preparing more effectively for drought. Together, these actions are meant to help communities make smarter decisions, protect water quality, and keep the system reliable as the region grows. A. Policy and Regulatory Alignment The IWRP identifies opportunities to improve how policies and regulations support basin-wide water management. Better policy alignment allows the region to act as one system, rather than as disconnected jurisdictions. Key recommendations include: ≈An all-hands-on-deck, same-page approach to riparian buffers across the Basin. ≈Revise interbasin transfer (IBT) regulations to remove unintended barriers caused by subbasin delineations, enabling more flexible and practical water management within the same river basin. ≈Designate a leadership-level champion within both NCDEQ and SCDES accountable for SC v. NC settlement agreement compliance. B. Planning and Coordination The IWRP emphasizes stronger integration between land use planning, conservation, and water supply management. Growth is occurring throughout the Basin, and without coordination, development can negatively impact both water availability and water quality. Key recommendations include: ≈Establish a clearer, stronger system to evaluate whether source water protection strategies are actually working. ≈Coordinate land conservation and water supply protection at the subbasin level – growth and protection cannot operate in silos. ≈Elevate conservation as a shared regional priority, not just a communications effort. 2 52 3 C. Technical and Program Actions The IWRP includes a range of technical and operational improvements designed to increase efficiency and improve overall system performance. These recommendations prioritize getting more value out of the existing system before expanding infrastructure. Key recommendations include: ≈Build a coordinated, Basin-wide monitoring system so decisions are based on shared, reliable data. ≈Use technical evaluation to guide buffer and protection policies. ≈Improve system water use efficiency before expanding infrastructure – reduce water loss, optimize plants, and expand reuse. ≈Plan for industrial and economic growth with eyes wide open to long-term water demand. ≈Update reservoir and storage data so planning reflects reality. ≈Tailor strategies to the unique needs and pressures of each subbasin. D. Drought Preparedness and Response Drought remains one of the most significant risks to water supply reliability in the Basin. The IWRP builds on the region’s existing LIP to strengthen how drought is managed. Key recommendations include: ≈Strengthen and act earlier under the LIP when drought conditions begin. ≈Ensure all significant water users participate in LIP-driven drought response. ≈Improve coordination across utilities and states during low-flow conditions. ≈Update contingency plans and conduct exercises before drought conditions escalate. ≈Prepare intake infrastructure for lower water levels. ≈Prioritize drought-related investments based on risk and long-term resilience, not reaction. Year Milestone Purpose & Outcome 2006 Comprehensive Water Supply Study Identified that, without intervention, Basin demands could exceed supply by 2050. 2014 First Water Supply Master Plan Established strategies to extend the Basin’s safe yield well past 2100 and protect water quality and ecosystems. 2015 Water Supply Master Plan Amendment & Addendum Refined projections and implementation steps, resetting the 10- year update clock to 2025. 2021 Renamed & Plan Update Kickoff Rebranded as the IWRP and launched the current update cycle, including a series of Basin-wide stakeholder workshops to align the plan with emerging needs. 2025 Final IWRP Update Updated plan and schedule for completion and publication, integrating workshop feedback, new modeling, and sustainability objectives. Late 2026 Resolutions of Support Member-agency boards will consider and adopt formal resolutions endorsing the 2025 IWRP, cementing it as the guiding framework of water management for the next decade. IWRP Background This work is built on two decades of regional planning. 53 More On the CWWMG and the Catawba-Wateree Basin The CWWMG brings together 21 public water utilities in North and South Carolina plus Duke Energy, which owns and operates every reservoir along the river system. Working collectively, the CWWMG identifies, funds, and implements strategic initiatives that extend the Basin’s capacity to meet community needs, while safeguarding its ecological health. catawbawatereewmg.org/our-work/water-resources-plan Last Revised: August 2026 Legend: Water Resource Water Supplier About the Catawba-Wateree Basin: Approximately 2.2 M people Spans North & South Carolina 376 River miles Extends to the confluence of the Wateree and Congaree Rivers 11 Interconnected reservoirs 12 Hydropower stations Nuclear & fossil power stations 4 54 RESOLUTION TO SUPPORT THE CATAWBA-WATEREE RIVER BASIN INTEGRATED WATER RESOURCES PLAN (DATED OCTOBER 19, 2026) AS DEVELOPED BY THE CATAWBA-WATEREE WATER MANAGEMENT GROUP WHEREAS, Union County participates in the Catawba-Wateree Water Management Group (CWWMG), a collaborative organization representing member entities committed to sustainable water resource management; and WHEREAS, recent science and engineering studies indicate that several reservoirs within the Catawba-Wateree Basin could experience significant water supply limitations under certain drought conditions during the 21st century, underscoring the need for proactive planning and collaborative work; and WHEREAS, the CWWMG has developed the Integrated Water Resources Plan (IWRP) using the best available data and projections to identify water quantity and quality issues, evaluate potential strategies to address these challenges, and implement practical, basin-wide solutions; and WHEREAS, the IWRP reflects historical and current conditions along with reasonable forecasts to support informed planning, and is intended to be a neutral, analytical document presenting facts and possible scenarios without advocating for any particular outcome; and WHEREAS, supporting the IWRP reflects consensus with the findings and intent of the document and does not preclude or restrict member organizations or any other organization that signs this resolution of support from initiating, participating in, or responding to any future regulatory proceedings (including but not limited to interbasin transfer certificate processes) in any way it chooses; and WHEREAS, implementing actions called for in the IWRP will require long-term, coordinated efforts across the Basin and could take decades to successfully complete; and WHEREAS, our representatives have actively participated in the development of the IWRP by providing input into the scope of work, science and engineering analysis, future modeling scenarios and results, and the recommendations presented; and WHEREAS, we believe the IWRP findings and recommendations are consistent with protecting, preserving, and extending the available water supply for all those who depend, or will depend, on the Catawba-Wateree River Basin for a safe, sustainable water supply; and 55 WHEREAS, basin-wide implementation of the recommendations presented in the IWRP offers the opportunity to extend available water yields well into the future. NOW, THEREFORE, BE IT RESOLVED that the Union County Board of Commissioners hereby supports the 2025 Catawba-Wateree River Basin Integrated Water Resources Plan and the recommendations presented therein as a framework for collaborative action to support a sustainable water future for generations to come. Adopted this 19th day of October, 2026. ATTEST: ______________________________ _________________________________ Lynn G. West, Clerk to the Board Brian Helms, Chair 56 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-564 Agenda Date:10/19/2026 TITLE:..title Capital Project Ordinances - Group Home Renovation INFORMATION CONTACT: Jason May, Budget & Grant Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance 391B and Capital Project Ordinance 400A. PRIOR BOARD ACTIONS: August 17, 2026, Regular Meeting, Agenda Item # 26-433 - Award contract to Dave's Construction Service, Inc, in the amount of $642,130.50; 2) authorize the County Manager to i) negotiate and execute an agreement substantially consistent with this agenda item, ii) exercise any renewal or extension term options set forth in the agreement, and iii) terminate the agreement if deemed in the best interest of Union County, each in the County Manager's discretion; 3) adopt Resolution Providing Notice of Construction of the Union County Group Home Renovation Project; and 4) adopt Capital Project Ordinance 319A and CPO 400. BACKGROUND: Capital Project Ordinance 391 provides funding for facilities repair and replacement for FY 2027. Facilities advanced $642,131 from this allotment to cover the construction contract for the Group Home renovation project. This action was necessary because the County had a construction bid in hand and did not want the bid to expire while funding was finalized. The Group Home renovation was originally to be funded through a $500,000 grant awarded to Human Services. However, at the time Facilities advanced the funding, staff did not have written confirmation that these state grant funds would roll from the State's FY 2026 budget into its FY 2027 budget. The State has since confirmed that the funding will roll forward and has increased the award to $802,009, an amount sufficient to cover the full cost of the project. This agenda item will: 1.Reimburse the CPO 391 facilities repair and replacement allotment for the $642,131 advanced to the Group Home renovation project; and 2.Accept and appropriate the State grant funding for the Group Home project in the amount of $802,009 to cover the full project cost. FINANCIAL IMPACT: The Group Home Renovation project will have a budget of $802,009 and the Facilities Repair and Replacement project will return to the original $2,700,000 budget included in the CIP for FY2027. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™57 UNION COUNTY, NORTH CAROLINA ANNUAL OPERATING R&R PROJECTS – FISCAL YEAR 2026-2027 CAPITAL PROJECT ORDINANCE #391B NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION COUNTY, NORTH CAROLINA: Section I. That for the purpose of providing funds, together with any other available funds, for the following projects: Annual Operating R&R Projects Facility Repair and Renovation Facilities Operating Capital Parks and Rec Replacement & Renewal SPCC CIP Funding SPCC Technology SPCC HVAC, Security, Other 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 increase of $642,131 is hereby appropriated for an updated budget of $2,700,000 is hereby appropriated. Section II. That it is estimated that the following revenues will be available during the construction period to meet the appropriations in Section I, as set forth in the following schedule: Interfund Transfer from: General Fund $ 1,500,000 Special Rev Project Fund $ 1,200,000 Section III. The attached CPO #391B chart is incorporated herein showing appropriations to date, additions as of this capital project ordinance, and the total appropriation. Section IV. That the finance officer is authorized from time to time to transfer as a loan from the General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount necessary to meet obligations until such time as financing is arranged, at which time repayment will be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse Expenditures as required by Internal Revenue Service regulations. Section V. That the finance officer is authorized at the time of project completion to close out the capital project and remove it from the general ledger. Section VI. This capital project ordinance is adopted and effective this 5th day of October 2026. ATTEST: ___________________________ ______________________________ Lynn G. West, Brian Helms Clerk to the Board Chairman, Union County Board of Commissioners 58 BUDGET REQUESTED BY FISCAL YEAR DATE Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project IFT from General Fund 1,150,000 350,000 1,500,000 Building & Improvements 1,682,869 642,131 2,325,000 IFT From Special Rev Proj Fund 907,869 292,131 1,200,000 Payment to Other Gov't Agencies 375,000 - 375,000 - - Total 2,057,869 642,131 2,700,000 Total 2,057,869 642,131 2,700,000 EXPLANATION: Returning Funding used to assist with Group Home Renovations. Retunring Funding level to original budget. DATE:10/5/2026 APPROVED BY: Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project Facility Repair and Renovation Facility Repair and Renovation - IFT from General Fund - 350,000 350,000 Building & Improvements 907,869 642,131 1,550,000 40080069-4010-52027 40080069-5580-52027 IFT From Special Rev Proj Fund 907,869 292,131 1,200,000 40080069-4031-52027 Facility Operating Capital Facility Operating Capital - IFT from General Fund 425,000 - 425,000 Building & Improvements 425,000 - 425,000 40080131-4010-52027 40080131-5580-52027 Parks and Rec R&R Parks and Rec R&R - IFT from General Fund 350,000 - 350,000 Building & Improvements 350,000 - 350,000 40080134-4010-52027 40080134-5580-52027 SPCC CIP Funding SPCC CIP Funding - IFT from General Fund 375,000 - 375,000 Payment to Other Gov't Agencies 375,000 - 375,000 40080067-4010-52027 40080067-5630-52027 SPCC Technology SPCC Technology IFT from General Fund - - - Payment to Other Gov't Agencies - - - 40080076-4010-52027 40080076-5630-52027 SPCC HVAC, Security, Other SPCC HVAC, Security, Other IFT from General Fund - - - Payment to Other Gov't Agencies - - - 40080077-4010-52027 40080077-5630-52027 Total 2,057,869 642,131 2,700,000 Total 2,057,869 642,131 2,700,000 Prepared By JM Posted By Date Number 391B BOCC/County Manager Lynn West/Clerk to the Board FOR FINANCE POSTING PURPOSES ONLY PROJECT SOURCES PROJECT USES PROJECT SOURCES PROJECT USES CAPITAL PROJECT ORDINANCE AMENDMENT General CIP Fund Jason May FY 2026-2027 October 5, 2026 59 UNION COUNTY, NORTH CAROLINA 2026- 2027 CAPITAL PROJECT ORDINANCE #400B NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION COUNTY, NORTH CAROLINA: Section I. That for the purpose of providing funds, together with any other previously appropriated available funds, for the following projects: Group Home Renovations Including the acquisition and construction of a new facilities, the acquisition and installation of necessary furnishings and equipment and the acquisition of interests in real property required therefore an addition of $159,878 is hereby appropriated for total project cost of $802,009. 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 Funding Reimbursement $802,009 Section III. The attached CPO #400B chart is incorporated herein showing appropriations to date, additions as of this capital project ordinance, and the total appropriation. Section IV. That the finance officer is authorized from time to time to transfer as a loan from the General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount necessary to meet obligations until such time as financing is arranged, at which time repayment will be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse Expenditures as required by Internal Revenue Service regulations. Section V. That the finance officer is authorized at the time of project completion to close out the capital project and remove it from the general ledger. Section VI. This capital project ordinance is adopted and effective this 5th day of October 2026. ATTEST: ___________________________ ______________________________ Lynn G. West, Brian Helms Clerk to the Board Chair, Union County Board of Commissioners 60 BUDGET REQUESTED BY FISCAL YEAR DATE Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project IFT from General Fund 350,000 (350,000) - Group Home Renovations 642,131 159,878 802,009 IFT from Special Revenue Project Fund 292,131 (292,131) - - State Grant Funding Reimbursement - 802,009 802,009 Total 642,131 159,878 802,009 Total 642,131 159,878 802,009 EXPLANATION:Reduce IFTs from General Fund and Special Revenue Funds and appropriate State Funding. 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 Group Home Renovations Group Home Renovations IFT from General Fund 350,000 (350,000) - Buildings and Improvements 642,131 159,878 802,009 40080234-4010 40080234-5580 IFT from Special Revenue Project Fund 292,131 (292,131) - 40080234-4031 State Grant Funding Reimbursement - 802,009 802,009 40080234-4450 Total 642,131 159,878 802,009 Total 642,131 159,878 802,009 Prepared By JPM Posted By Date Number 400B PROJECT SOURCES PROJECT USES CAPITAL PROJECT ORDINANCE AMENDMENT General CIP Jason May FY 2027 October 5, 2026 Bd of Comma/County Manager Lynn West/Clerk to the Board FOR FINANCE POSTING PURPOSES ONLY PROJECT SOURCES PROJECT USES 61 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-566 Agenda Date:10/19/2026 TITLE:..title Grant Application - NC Department of Health & Human Services, Division of Public Health - Supporting Women's Health Services INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: None. BACKGROUND: Session Law 2023-14, Section 4.1 appropriated funding to the North Carolina Department of Health and Human Services, Division of Public Health, to award competitive grants to local health departments and nonprofit community health centers. Local health departments selected to receive grant funding may use these funds to implement evidence-based and evidence-informed strategies that increase access to contraceptive services and/or improve maternal and infant health outcomes within their communities. Allowable activities include strategies that improve access to reproductive, prenatal, and postpartum services; strengthen care coordination; address barriers to care; and reduce disparities in maternal and infant health outcomes, consistent with the requirements of this RFA and applicable state law. This grant opportunity is up to $150,000 annually, for up to three years, contingent upon annual renewal, availability of funds and satisfactory performance. FINANCIAL IMPACT: The grant request will be for up to $150,000 annually. There is no match required for this grant. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™62 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-567 Agenda Date:10/19/2026 TITLE:..title Grant Application - NC Department of Health & Human Services, Division of Public Health - Family Planning Services INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: None. BACKGROUND: The North Carolina Family Planning Program provides clinical and educational services to improve pregnancy intendedness for individuals throughout North Carolina. Priority is given to low-income individuals. The Family Planning Program is administered by the Reproductive Health Branch (RHB) of the North Carolina Department of Health and Human Services (NCDHHS), Division of Public Health (DPH), Women, Infant, and Community Wellness Section (WICWS). Successful applicants will receive funding to implement family planning clinical services in communities throughout the state of North Carolina. This grant opportunity is up to $108,104 annually, for up to three years, contingent upon contract compliance, availability of funds and satisfactory performance. FINANCIAL IMPACT: The grant request will be for up to $108,104 annually. There is no match required for this grant. Union County, NC Printed on 10/9/2026Page 1 of 1 powered by Legistar™63 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-589 Agenda Date:10/19/2026 TITLE:..title Grant Application - NC Department of Health & Human Services, Division of Public Health - Women, Infant, and Community Wellness Section INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: None. BACKGROUND: The North Carolina Division of Public Health (NC DPH) Women, Infant, and Community Wellness Section WICWS) develops and promotes programs and services that protect the health and well- being of infants and women during their childbearing years. Section goals are to improve the overall health of women, reduce infant sickness and death, and strengthen families and communities. The Improving Community Outcomes for Maternal and Child Health (ICO4MCH) Program was established in 2015 to provide funding to local health departments (LHDs) to improve birth outcomes, reduce infant mortality, and improve health among children ages birth to five. Grants will be awarded for a three-year period and will be administered by the Division of Public Health-Women, Infant, and Community Wellness Section-Infant and Community Health Branch. This grant opportunity is up to $400,000-475,000 annually, for up to three years, contingent upon contract compliance, availability of funds and satisfactory performance. FINANCIAL IMPACT: The grant request will be for up to $475,000 annually for 3 years. There is no match required for this grant. Union County, NC Printed on 10/9/2026Page 1 of 1 powered by Legistar™64 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-594 Agenda Date:10/19/2026 TITLE:..title Contract - Forensic Pathology Services INFORMATION CONTACT: Clayton Voignier, County Manager’s Office, Assistant County Manager, 704-283-3687 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None BACKGROUND: This contract between Union County and NC DHHS Division of Public Health specifies that the County will provide forensic pathology services in North Carolina through professional staff, technical staff and suitable facilities for death investigations and autopsies as a regional autopsy center (RAC) beginning June 1, 2026. The contract also serves as an agreement for the state to reimburse the County on a per autopsy basis at the statutory fixed cost rates as defined in NCGS 130A-389(a) and NCGS 130A-389(a1). FINANCIAL IMPACT: Anticipated revenues of $2,175 per autopsy for 550 autopsies equal to $1,196,250 Union County, NC Printed on 10/9/2026Page 1 of 1 powered by Legistar™65 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-569 Agenda Date:10/19/2026 TITLE:..title Capital Project Ordinance - South Piedmont Regional Autopsy Center INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance (CPO) 379A. PRIOR BOARD ACTIONS: May 5, 2025, Regular Meeting, Agenda Item #25-216 - Adopted CPO 379. BACKGROUND: Union County entered into Contract #47424 with the North Carolina Department of Health and Human Services (NCDHHS), Division of Public Health, effective July 1, 2023, for capital improvements and equipment purchases associated with the South Piedmont Regional Autopsy Center (South Piedmont Regional Medical Examiner's Office). The original contract was directly appropriated by the North Carolina General Assembly in the amount of $20,000,000 in nonrecurring, nonreverting State Capital and Infrastructure Funds ($15,000,000 in SFY 2023-24 and $5,000,000 in SFY 2024-25) under S.L. 2023-134. In S.L. 2026-41, the General Assembly appropriated an additional $1,500,000 in nonrecurring funds to Union County for the same purpose, budgeted through the Division of Public Health for SFY 2026- 27. NCDHHS has prepared Amendment 1 to Contract #47424 to add these funds to the County's existing contract, increasing the total contract value from $20,000,000 to $21,500,000. The amendment also extends the contract end date from June 30, 2025 to June 30, 2029 to align with the project's construction schedule. FINANCIAL IMPACT: The SPRAC Construction budget will be increased by $1,500,000. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™66 UNION COUNTY, NORTH CAROLINA 2026-2027 CAPITAL PROJECT ORDINANCE #379A NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION COUNTY, NORTH CAROLINA: Section I. That for the purpose of providing funds, together with any other previously appropriated available funds, for the following projects: South Piedmont Regional Autopsy Center Including the acquisition and construction of new facilities, the acquisition and installation of necessary furnishings and equipment and the acquisition of interests in real property required therefore an additional $1,500,000 is hereby appropriated for a total of $21,500,000. 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 $ 21,500,000 Section III. The attached CPO #379A chart is incorporated herein showing appropriations to date, additions as of this capital project ordinance, and the total appropriation. Section IV. That the finance officer is authorized from time to time to transfer as a loan from the General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount necessary to meet obligations until such time as financing is arranged, at which time repayment will be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse Expenditures as required by Internal Revenue Service regulations. Section V. That the finance officer is authorized at the time of project completion to close out the capital project and remove it from the general ledger. Section VI. This capital project ordinance is adopted and effective this 5th day of October, 2026. ATTEST: __________________________________ ____________________________________ Lynn G. West Brian Helms Clerk to the Board Chair, Union County Board of Commissioners 67 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 20,000,000 1,500,000 21,500,000 South Piedmont Regional Autopsy Center 20,000,000 1,500,000 21,500,000 - - - - - - - - Total 20,000,000 1,500,000 21,500,000 Total 20,000,000 1,500,000 21,500,000 EXPLANATION:Appropriate new State Grant funding for construction of South Piedmont Regional Autopsy Center. 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 South Piedmont Regional Autopsy Center South Piedmont Regional Autopsy Center State Grant 20,000,000 1,500,000 21,500,000 Building & Improvements 20,000,000 1,500,000 21,500,000 40080222-4408-11052 40080222-5580-11052 Total 20,000,000 1,500,000 21,500,000 Total 20,000,000 1,500,000 21,500,000 Prepared By JM Posted By Date Number CPO - 379A Bd of Comma/County Manager Lynn West/Clerk to the Board FOR FINANCE POSTING PURPOSES ONLY PROJECT SOURCES PROJECT USES PROJECT SOURCES PROJECT USES CAPITAL PROJECT ORDINANCE AMENDMENT General CIP Fund Jason May FY 2027 October 5, 2026 68 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-573 Agenda Date:10/19/2026 TITLE:..title Grant Application - Broadband Satellite Resiliency Grant Program INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: 1) Approve the application submitted for the Broadband Satellite Resiliency Grant with NCDIT and 2) authorize the County Manager to approve any future grant agreements and documents or purchases of approved materials related to this application. PRIOR BOARD ACTIONS: None. BACKGROUND: The $1 million Broadband Satellite Resiliency Grant program awards funds to eligible entities (including local governments) to purchase equipment that can deliver satellite internet service, as well as related installation materials. NCDIT is prioritizing applications within the 39 North Carolina counties designated inside the Hurricane Helene federal disaster area, including Union County. There was a deadline to submit interest by September 30, 2026. In October 2026, after reviewing submitted applications, NCDIT will contact entities that have completed the interest form to confirm they meet the eligibility and program criteria and to confirm equipment type and funding amount being requested. If the application and any subsequent application materials are approved by NCDIT, applicants may then make a purchase of approved materials as part of the grant program. After approval of application materials, approved grantees will submit financial information, along with a reimbursement request/invoice/proof of payment showing purchase of equipment to NCDIT. NCDIT will then process the reimbursement request and distribute payments to grantees. FINANCIAL IMPACT: The grant request amount has not yet been determined and will be based on the eligible items approved by NCDIT. There is no match required for this grant. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™69 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-578 Agenda Date:10/19/2026 TITLE:..title Capital Project Ordinance - Aseptic Training Center INFORMATION CONTACT: Jason May, Director, Budget & Grants Management, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance (CPO) 343C and 314C. PRIOR BOARD ACTIONS: September 19, 2022, Regular Meeting, Agenda Item #22-657 - Adopted CPO 314. April 3, 2023, Regular Meeting, Agenda Item #23-171 - Adopted CPO 343. BACKGROUND: On September 19, 2022, the Board of County Commissioners adopted Capital Project Ordinance (CPO) 314 to provide funding for the South Piedmont Community College (SPCC) Aseptic Training Center. CPO 314 has since been amended on February 19, 2024, May 6, 2024, May 19, 2024, and December 8, 2025. On April 3, 2023, the Board adopted CPO 343C to fund campus improvements at SPCC. CPO 343C has been amended on January 6, 2024, and May 4, 2026. SPCC has received additional interest earnings on the Office of State Budget and Management (OSBM) grant funds allocated for the Aseptic Training Center. SPCC has requested to transfer $235,500 of these funds from CPO 314 (Aseptic Training Center) to CPO 343C (Campus Improvements). Approval of this request would require amending both capital project ordinances to reflect the transfer. FINANCIAL IMPACT: Amend CPO 314 and CPO 343C to transfer $235,500 from the Aseptic Training Center project to the campus improvements project. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™70 UNION COUNTY, NORTH CAROLINA 2026-2027 CAPITAL PROJECT ORDINANCE #343C NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION COUNTY, NORTH CAROLINA: Section I. That for the purpose of providing funds, together with any other previously appropriated available funds, for the following projects: SPCC - Campus Improvements Phase I SPCC - Building A Restrooms SPCC - HVAC Controls - Braswell Building Including the acquisition and construction of new facilities, the acquisition and installation of necessary furnishings and equipment, and the acquisition of interests in real property as required, therefore an increase of $235,500 is hereby added for a total project cost of $1,414,773. Section II. That it is estimated that the following revenues will be available during the construction period to meet the appropriations in Section I, as set forth in the following schedule: General Obligation Bond Proceeds Premium $227,466 Investment Earnings $218,887 IFT from General Fund $968,420 Section III. The attached CPO #343C chart is incorporated herein showing appropriations to date, additions as of this capital project ordinance, and the total appropriation. Section IV. That the finance officer is authorized from time to time to transfer as a loan from the General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount necessary to meet obligations until such time as financing is arranged, at which time repayment will be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse Expenditures as required by Internal Revenue Service regulations. Section V. That the finance officer is authorized at the time of project completion to close out the capital project and remove it from the general ledger. Section VI. This capital project ordinance is adopted and effective this 19th day of October, 2026. ATTEST: ___________________________ ______________________________ Lynn G. West, Clerk to the Board Chair, Union County Board of Commissioners 71 BUDGET REQUESTED BY FISCAL YEAR DATE Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project General Capital Fund - General Capital Fund General Obligation Bond Premium 227,466 - 227,466 SPCC - Campus Improvements Phase I 765,004 235,500 1,000,504 General Obligation Bond Investment Earnings 218,887 - 218,887 SPCC - Building A Restrooms 238,000 - 238,000 IFT from General Fund 732,920 235,500 968,420 SPCC - HVAC Controls - Braswell Building 176,269 - 176,269 Total 1,179,273 235,500 1,414,773 Total 1,179,273 235,500 1,414,773 EXPLANATION:Moving Funding from the Aseptic Project to the Campus Improvement Phase I DATE:10/19/2026 APPROVED BY: Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project SPCC - Campus Improvements Phase I SPCC - Campus Improvements Phase I GO Bond Proceeds Premium - - - Payments to Other Govt Units 765,004 235,500 1,000,504 40080184-4717 40080184-5630 SPCC Investment Earnings 32,084 - 32,084 40080184-4812 IFT from General Fund 732,920 235,500 968,420 40080184-4010 SPCC - Building A Restrooms SPCC - Building A Restrooms SPCC GO Bond Proceeds Premium 100,626 - 100,626 Payments to Other Govt Units 238,000 - 238,000 40080185-4717 40080185-5630 SPCC Investment Earnings 137,374 - 137,374 40080185-4812 SPCC - HVAC Controls - Braswell Building SPCC - HVAC Controls - Braswell Building GO Bond Proceeds Premium 126,840 - 126,840 Payments to Other Govt Units 176,269 - 176,269 40080186-4717 40080186-5630 SPCC Investment Earnings 49,429 - 49,429 40080186-4812 Total 1,179,273 235,500 1,414,773 Total 1,179,273 235,500 1,414,773 Prepared By JPM Posted By Date Number CPO - 343C PROJECT SOURCES PROJECT USES CAPITAL PROJECT ORDINANCE AMENDMENT General Capital Fund Jason May FY 2027 October 19, 2026 Bd of Comm/County Manager Lynn West/Clerk to the Board FOR FINANCE POSTING PURPOSES ONLY PROJECT SOURCES PROJECT USES 72 UNION COUNTY, NORTH CAROLINA 2026-2027 CAPITAL PROJECT ORDINANCE #314E NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION COUNTY, NORTH CAROLINA: Section I. That for the purpose of providing funds, together with any other previously appropriated available funds, for the following projects: SPCC Aseptic Training Center SPCC Western UC Classroom Building Including the acquisition and construction of new facilities, the acquisition and installation of necessary furnishings and equipment and the acquisition of interests in real property required therefore, a reduction of $235,500 is hereby added for total project cost of $6,751,700. Section II. That it is estimated that the following revenues will be available during the construction period to meet the appropriations in Section I, as set forth in the following schedule: Transfer from General Fund $ 576,600 General Obligation Bond Proceeds $ 6,175,100 Section III. The attached CPO #314E chart is incorporated herein showing appropriations to date, additions as of this capital project ordinance, and the total appropriation. Section IV. That the finance officer is authorized from time to time to transfer as a loan from the General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount necessary to meet obligations until such time as financing is arranged, at which time repayment will be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse Expenditures as required by Internal Revenue Service regulations. Section V. That the finance officer is authorized at the time of project completion to close out the capital project and remove it from the general ledger. Section VI. This capital project ordinance is adopted and effective this 19th day of October 2026. ATTEST: ___________________________ ______________________________ Lynn G. West, Clerk to the Board Brian Helms, Chair Union County Board of Commissioners 73 BUDGET REQUESTED BY FISCAL YEAR DATE Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project General CIP Fund - General CIP Fund IFT from General Fund 812,100 (235,500) 576,600 SPCC Aseptic Training Center 6,987,200 (235,500) 6,751,700 GO Bonds Proceeds - 2018 Voter Approved 6,175,100 6,175,100 SPCC Western UC Classroom Building - - - Total 6,987,200 (235,500) 6,751,700 Total 6,987,200 (235,500) 6,751,700 EXPLANATION:Moving funding from Aseptic Training Center to Campus Improvement Projects at the request of SPCC DATE:10/19/2026 APPROVED BY: Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project General CIP Fund General CIP Fund SPCC Aseptic Training Center SPCC Aseptic Training Center IFT from General Fund 812,100 (235,500) 576,600 Payments to Other Gov Units 6,987,200 (235,500) 6,751,700 40080179-4010 40080179-5630 GO Bond Proceeds 6,175,100 - 6,175,100 40080179-4710 SPCC Western UC Classroom Building SPCC Western UC Classroom Building GO Bond Proceeds - - - Payments to Other Gov Units - - - 40080095-4710 40080095-5630 Total 6,987,200 (235,500) 6,751,700 Total 6,987,200 (235,500) 6,751,700 Prepared By JPM Posted By Date Number CPO - 314E Bd of Comm/County Manager Lynn West/Clerk to the Board FOR FINANCE POSTING PURPOSES ONLY PROJECT SOURCES PROJECT USES PROJECT SOURCES PROJECT USES CAPITAL PROJECT ORDINANCE AMENDMENT General Capital Fund SPCC FY 2027 October 19, 2026 74 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-579 Agenda Date:10/19/2026 TITLE:..title Grant Application - FY2028 Section 5310 Enhanced Mobility of Seniors and Individuals with Disabilities Program and FY2028 FTA 5303 Transit Planning Grant INFORMATION CONTACT: Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598 ACTION REQUESTED: 1) Adopt the local share certification 2) Authorize the County Manager to submit the associated grant applications and make necessary assurances and certifications associated with the grant applications 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: None. BACKGROUND: The Human Services Agency Transportation Department seeks approval to submit applications for two 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: 1. Enhanced Mobility of Seniors and Individuals with Disabilities - Section 5310 Grant - FY28 The Section 5310 program (49 U.S.C. 5310) provides formula funding to states to assist private nonprofit groups in meeting the transportation needs of older adults and people with disabilities when transportation service is unavailable, insufficient, or inappropriate to meet the needs of these residents. The 5310 program aims to remove barriers to transportation services and expand mobility options for seniors and individuals with disabilities by supporting services planned, designed, and carried out to meet the unique transportation needs of these residents in all areas - large urbanized (over 200,000), small urbanized (50,000-200,000), and rural (under 50,000). Funds are apportioned based on each state's share of the population, and then direct recipients manage and distribute funds to sub-recipient projects. The Human Services Agency Transportation Division will submit the grant application as a sub- recipient through the Charlotte Area Transit System (CATS)/Metropolitan Public Transportation Authority (MPTA), and our local agreement will be with the City of Charlotte. Transportation staff can manage this grant and have received and managed this 5310 funding since January 2016. FY28 Union County, NC Printed on 10/6/2026Page 1 of 3 powered by Legistar™75 File #:26-579 Agenda Date:10/19/2026 grant funding will allow us to continue meeting the needs of current and future residents who are eligible for services under this funding structure. Our goal is to serve over 200 seniors aged 65 and older and/or individuals with disabilities currently being served by our system under this funding. The FY28 grant application will include: Operations Funding (Demand Response Service): ·50% Federal / 50% Local match ·Union County will use its Home and Community Care Block Grant (HCCBG) funds to meet the local match requirement. Capital Funding: ·80% Federal / 20% Local match ·Request includes covering the Administrative Professional II’s salary as the Mobility Manager The performance period is for two funding years, meaning funds awarded during a given fiscal year can be drawn down for two years after the start of the award's fiscal year. 2. Transit Planning Program - Section 5303 Grant - FY28 Federal Transit Administration (FTA) Section 5303 federal transportation funding authorizations are allocated each year by the North Carolina Department of Transportation (NCDOT). 5303 funds are managed locally by the Charlotte Regional Transportation Planning Organization (CRTPO), the federally designated Metropolitan Planning Organization (MPO) for the Charlotte Urbanized Area (UZA). 5303 funding helps UZAs plan for the development, improvement, and effective management of their transportation systems, focusing on planning and administrative activities. Union County Transportation requests approval to apply for $197,089 of FY2028 5303 funds; funding is 80% Federal, 10% State, and 10% local match. Funds cover a one (1)-year period of performance from July 1, 2027, to June 30, 2028. The Human Service Agency Transportation Department plans to use the funding associated with this grant to complete multiple tasks, including: ·Data and Planning Support - Ridership analysis, socio-economic analysis, route analysis. ·Public Participation - Rider Surveys. ·Statewide & Extra Regional Planning - Interagency coordination, state and regional coordination. ·Management, Operations & Program Support Administration - grant development, attending regional and state events. FINANCIAL IMPACT: Section 5310 Grant - FY2028 Union County, NC Printed on 10/6/2026Page 2 of 3 powered by Legistar™76 File #:26-579 Agenda Date:10/19/2026 ·Operating Request: $300,000 (two-year period: July 1, 2028 - June 30, 2030) o Federal Share (50%): $150,000 o Local Match (50%): $150,000 ·Capital Request: $147,878 o Federal Share (80%): $71,314 o Local Match (20%): $17,829 ·Total Local Match Required for 5310 Grant: $167,829 Section 5303 Planning Grant - FY2028 ·Total Grant Request: $197,089 o Federal Share (80%): $157,671 o State Share (10%): $19,709 o Local Share (10%): $19,709 Projected revenue and local share expenditures will be included in the proposed FY2028 budget. Union County, NC Printed on 10/6/2026Page 3 of 3 powered by Legistar™77 Regional Transit Planning Grant Program Call for Projects and Grant Application Package for FY 2028 DATE OF ISSUANCE: OCTOBER 1, 2026 DEADLINE FOR SUBMISSION TO CRTPO: NOVEMBER 13, 2026 The Charlotte Regional Transportation Planning Organization (CRTPO) provides services without regard to race, color, gender, religion, national origin, age or disability, according to the provisions contained in Title VI of the Civil Rights Act of 1964, the Rehabilitation Act of 1973, as amended, the Americans with Disabilities Act of 1990 and Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Populations and Low‐Income Populations, 1994. Any person who has questions concerning this policy or who believes they have been discriminated against should contact the CRTPO at 980-497-1950. 78 Regional Transit Planning Grant Program – FY 2028 – Issued by CRTPO on October 1, 2026 Page 2 1 Grant Overview 1.1 Public Notice The Charlotte Regional Transportation Planning Organization (“CRTPO”) is the federally- designated Metropolitan Planning Organization (“MPO”) for the Charlotte area and is a division of the City of Charlotte’s Planning, Development & Design Department (“City”). The CRTPO is opening a call for projects for planning activities eligible for funding including the Federal Transit Administration Section 5303, 5307, other federal discretionary, and state transportation grants funds. The CRTPO allocates these funds to support transit and transit related planning activities. 1.2 Funding Overview The Metropolitan Planning Program (MPP) provides Federal flnancial assistance to help urban areas (UA) plan for the development, improvement, and effective management of their multi-modal transportation systems in accordance with the transportation planning requirements of the joint Federal Transit Administration (FTA)/Federal Highway Administration (FHWA) planning regulations (23 CFR Part 450). The CRTPO is the MPO for the North Carolina portion of the Charlotte urban area (UA). CRTPO is responsible for developing the long-range transportation plan and the Transportation Improvement Program (TIP) in accordance with 49 U.S.C. § 5303. The North Carolina Department of Transportation (NCDOT) has allocated the projected federal amount of approximately +/- $1,000,000 in the Section 5303 MPP grant funds for planning projects in FY 2028. Please also note that approximately $180,000 for CRTPO, $98,000 for the Livable Communities Initiative, and $130,000 for the CDOT Metrolina Regional Travel Demand Model (MRM) of that said 5303 federal funding amounts will be set aside. Additionally, we must document and include any other transportation-related funded planning activities including capital planning, transit-related studies, or planning activities within the upcoming flscal year time period. 79 2 Call for Projects Information and Instructions 2.1 Call for Projects Overview CRTPO allocates federal funding for multimodal transportation planning to its member jurisdictions and transit agencies within its planning area. Planning needs to be cooperative, continuous, and comprehensive, resulting in long- range plans and short-range programs refiecting transportation investment priorities. The Section 5303 program requires a local match to ensure projects are 100% funded. On actual costs occurred, the FTA’s contribution will be 80%, 10%, state funds from NCDOT, and 10% from the awardee up to the awarded amount. The awardee will be responsible for excess costs and shall initiate and prosecute the project to its completion. Additionally, we must include the other planning funded activities' description, federal and/or state funding amounts, and any required local match amounts in the documentation. All questions and completed grant application documents shall be submitted to: Mr. Jerrel Leonard, AICP, Transit Planning Project Coordinator Charlotte Regional Transportation Planning Organization 600 E. 4th St., 8th Floor Charlotte, NC 28202 Jerrel.Leonard@charlottenc.gov 980-497-1950 Regional Transit Planning Grant Program – FY 2028 – Issued by CRTPO on October 1, 2026 Page 3 80 2.2 Section 5303 Call for Projects Schedule: Application Issuance and Announcement October 1, 2026 APPLICATION DEADLINE NOVEMBER 13, 2026 5:00 PM CRTPO Technical Coordinating Committee (TCC) will make its recommendation to the Board March 4, 2027 CRTPO Board to Approve Projects March 17, 2027 CRTPO Award Notiflcation to Applicants March 19, 2027 2.3 Application Package: This package contains the following items: • PDF Fillable Application Form -Required (you may substitute the application into a Word document, for example, but please keep the order) • Project Funding Worksheet -Required (Excel, but please submit a PDF or the worksheet) • Application Checklist • Example of the Agreement • Example of FTA Approved Hourly Rates Worksheet • Example of a Project Funding Worksheet 3 Application Evaluation Applications must be submitted to CRTPO staff and thoroughly evaluated for eligibility based upon federal eligibility requirements. After evaluating the proposals, projects meeting federal eligibility requirements will be presented to the CRTPO TCC. The TCC will review the projects recommended for funding and make a recommendation to the CRTPO Board. The Board will vote on funding of the recommended projects. The list of approved projects will be published and submitted to the FTA for funding. 4 Section 5303 Metropolitan Transportation Planning - Statutory Reference Section 5303 formula program provides funding and procedural requirements for multimodal transportation planning in metropolitan areas and states. The Regional Transit Planning Grant Program – FY 2028 – Issued by CRTPO on October 1, 2026 Page 4 81 5 eligible planning tasks need to be cooperative, continuous, and comprehensive, resulting in long-range plans and short-range programs refiecting transportation investment priorities. The federal statutory regulations associated with the Section 5303 formula program is as follows: https://www.govinfo.gov/content/pkg/USCODE-2007-title49/pdf/USCODE- 2007-title49-subtitleIII-chap53-sec5303.pdf. Project Reporting There will be on-going reporting responsibilities. The funded organization will be required to comply with various federal requirements and federal certiflcations and assurance such as civil rights, drug and alcohol testing, procurement and others. These responsibilities and requirements will be outlined through an agreement between the recipient and the City of Charlotte/CRTPO. An example of the agreement is attached. Regional Transit Planning Grant Program – FY 2028 – Issued by CRTPO on October 1, 2026 Page 5 82 Application PART I: Funding Request Name of Applicant Organization: Mailing Address: Name and Title of Person Authorized to Submit the Grant Application: Address, Phone Number and E-Mail Address for Authorized Person: Project Name: Project Description: Regional Transit Planning Grant Program – FY 2028 – Issued by CRTPO on October 1, 2026 Page 6 83 Application PART II: Project Narrative (use supplemental pages as needed) Project Needs: Goals and Objective: Implementation Plans: Regional Transit Planning Grant Program – FY 2028 – Issued by CRTPO on October 1, 2026 Page 7 84 Application PART III: Proposed Project Budget Project Funding Local Match Commitment: Additional Other Project Funding & Local Match FTA Approved Hourly Rates Worksheet Project Funding Worksheet: Please attach your worksheet Regional Transit Planning Grant Program – FY 2028 – Issued by CRTPO on October 1, 2026 Page 8 85 Application Checklist Applicants should use this checklist to ensure that all applicable parts of the application and attachments are completed and submitted. PART I: Funding Request – Grants Title Page Applicant Information Project Description PART II: Project Narrative Project Needs Goals & Objectives Implementation Plan PART III: Proposed Project Budget Project Funding & Local Match Additional Other Project Funding & Local Match FTA Approved Hourly Rates Worksheet Project Funding Worksheet Regional Transit Planning Grant Program – FY 2028 – Issued by CRTPO on October 1, 2026 Page 9 86 FY 2025 CALL FOR PROJECTS & GRANT APPLICATION CHARLOTTE-MECKLENBURG URBANIZED AREA’S ENHANCED MOBILITY OF SENIORS AND INDIVIDUALS WITH DISABILITIES PROGRAM (SECTION 5310) RFP 269-2027-2172 SEPTEMBER 3, 2026 87 A-2 I. INTRODUCTION & BACKGROUND In July 2012, Congress authorized a new federal transportation bill, Moving Ahead for Progress in the 21st Century (MAP-21), which consolidated two transit programs under previous legislation (Section 5310: “Transportation for Elderly Persons and Persons with Disabilities” and Section 5317: “New Freedom Program”) into a single: “Enhanced Mobility of Seniors and Individuals with Disabilities” (Section 5310). The purpose of this consolidated program is to provide funds for projects that serve the special needs of transit-dependent populations when traditional public transportation services are insufficient, unavailable, or inappropriate and programs that expand the transportation options beyond those required by the Americans with Disabilities Act (ADA). Section 5310 Designated Recipient The City of Charlotte is the Designated Recipient fo r Section 5310 funds allocated by formula for the Charlotte-Mecklenburg Urban Area (Char-Meck UA). The City’s public transit department, the Charlotte Area Transit System (CATS), administers the program in accordance with federal law and regulations. This Section 5310 funding application package includes information on funding availability, project eligibility, and the application timeline, among other items. II. ELIGIBLE PROJECTS & SUBRECIPIENTS To be eligible for 5310 funding, projects and services must be derived from or included in a locally developed coordinated human services transportation plan. Additionally, eligible Section 5310 projects must serve the urban area where the funds were apportioned (there is either an origin or destination located within the urban boundary). The “Coordinated Transit-Human Services Transportation Plan for the Charlotte Urban Area FY2022-FY2027” can be found at Charlotte Coordinated Human Services Plan TRADITIONAL SECTION 5310 PROJECTS. Section 5310 requires that, of the funds apportioned to a designated recipient, no less then fifty-five percent (55%) of the funds must be available for public transportation capital projects that meet the special needs of seniors and individuals with disabilities when public transportation is insufficient, unavailable, or inappropriate (Traditional 5310 Projects). It is not sufficient that seniors and individuals with disabilities are merely included (or assumed to be included) among the people who will benefit from the Project. 1. Eligible Subrecipients for Traditional 5310 Projects: a) Private Non-Profit Organizations. Subrecipients qualifying as private non-profit organizations must provide a copy of their IRS Tax Identification Number Certificate and a copy of the charter and bylaws as filed with the North Carolina Secretary of State as proof of non-profit eligibility. b) State or Local Governmental Authorities. According to 49 USC § 5302, this includes a political subdivision of the state, an Indian tribe, or a public corporation, board, or commission established under state law that is: 88 A-3 (i) Approved by the state to coordinate services for seniors and individuals with disabilities; or (ii) Certifies that no nonprofit corporations or associations are readily availabl e in an area to provide the service. 2. Examples of Traditional 5310 Projects.  Purchase of rolling stock and other capital activities for paratransit service;  Passenger facilities related to Section 5310-funded vehicles—purchase and installation of benches, shelters and other passenger amenities;  Related activities and support facilities and equipment for Section 5310-funded vehicles—preventive maintenance, radios and communication equipment, wheelchair lifts and securement devices, computer hardware and software, ITS, dispatch systems, and fare collection systems;  Lease of Equipment (if more cost-effective than purchase);  Contracted services (capital and operating included);  Support for mobility management and coordination programs among public transit providers and human service agencies; and  Capital activities to support ADA-complementary paratransit service. A. OTHER SECTION 5310 PROJECTS. Up to 45 percent (45%) of a designated recipient’s annual apportionment may be utilized for public transportation projects that exceed the requirements of the ADA, that improve access to fixed route service and decrease reliance by individuals with disabilities on paratransit, or that provide an alternative to public transportation that assists seniors and individuals with disabilities with transportation. 1. Eligible Subrecipients for Other 5310 Projects include the eligible subrecipients for Traditional 5310 Projects above, as well as: (i) Private Operators of Public Transportation. In order to receive 5310 Program funding, these recipients must be able to document that they are, and have been providing, shared-ride service (two or more passengers in the same vehicle who are otherwise not traveling together) to the public or to special categories of users on a regular basis. 2. Examples of Other Section 5310 Projects. a) Public transportation projects that meet the special needs of seniors and individuals with disabilities when public transportation is insufficient, unavailable or inappropriate (capital only) (see examples above) b) Public transportation projects that exceed the requirements of the ADA (capital and operating). Examples include: (i) Expansion of paratransit service area and/or hours; (ii) Cost for providing same day paratransit service; (iii) Enhanced paratransit service—providing escorts or assistance through door; (iv) Acquisition of vehicles or equipment to accommodate mobility aids that exceed ADA dimension and load standards; (v) Installation of additional securement locations in buses beyond what is required by the ADA; and (vi) Accessible feeder services. c) Public transportation projects that improve access to fixed-route service and decrease reliance on paratransit by individuals with disabilities (capital and operating). Examples include: 89 A-4 (i) Accessibility improvements to transit and intermodal stations that are not key stations—accessible path to a bus stop; adding elevator, ramps, or detectable warnings; improving signage or wayfinding; technology improvements that enhance accessibility; and (ii) Travel training. d) Alternatives to public transportation that assist seniors and individuals with disabilities with transportation (capital and operating). Examples include: (i) Purchasing vehicles to support accessible taxi, ride-sharing, or vanpooling programs—must meet regulatory requirements and permit the passenger to remain in his or her mobility device inside the vehicle; (ii) Administration and expenses related to voucher programs offered by human service providers. Transit passes for use on existing fixed route or ADA paratransit service are not eligible; and (iii) Volunteer driver and aide programs. III. FUNDING REQUIREMENTS A. SECTION 5310 PROGRAM LOCAL SHARE GUIDANCE 1. General. Section 5310 funds may be used to finance capital, operating expenses, and mobility management (MM) projects. The Federal share of eligible capital and MM costs for the Fiscal Year 2023 funds can be (80%) of the net cost of the activity, with local matching funds. The Federal share of the eligible operating costs can be (50%) of the net operating costs of the activity, with local matching funds. The subrecipient is responsible for securing the local matching funds for their Section 5310 project and a ll of its local share must be provided from sources other than Federal United States Department of Transportation (USDOT) funds. Local share requirements are flexible to encourage coordination with other federal programs that may provide transportation, such as Health and Human Services or Medicaid. Fare revenue or user fees generated by the service to be supported by the 5310 Program grant cannot be used as matching funds. Examples of sources that may be used to meet any or the entire local share requirement include:  State or local appropriations;  Dedicated tax revenues;  Private donations;  Revenue from human service contracts;  Net income generated from advertising and concessions;  Income from contracts to provide human service transportation;  Other non-USDOT Federal funds that are eligible to be expended for transportation including: employment training, community services, vocational rehabilitation services, and Temporary Assistance for Needy Families (TANF). Examples of other types of federal funding that may be available as a local match can be found at Federal Fund Braiding Guide 2. Soft Match. Non-cash shares such as donations, volunteer services, or in-kind contributions are eligible as long as the value of each is documented and supported, AND it is a cost that would otherwise be eligible under the 5310 Program. Applicants that 90 A-5 intend to use these sources are required to submit an in-kind valuation plan with their application for review and approval by the City. In-kind Valuation Plan. In-kind contributions can only be used for operating and mobility management expenses. In-kind contributions are the value of non -cash contributions, received from a third party, for real property, equipment, and/or goods and services directly benefitting and specifically identifiable to the project. In-kind contributions must be included as project costs, and th e value of the services must be documented. If your organization intends to use in-kind contributions as a match, certain conditions apply. Those conditions are: a) An In -kind Valuation Plan MUST BE SUBMITTED AND APPROVED in writing by the City prior to being used for the project. b) Detailed documentation must be submitted that includes, but is not limited to: (1) A statement from the person or organization providing the goods or services; (2) The value of the goods or services; and. (3) The goods or services must be necessary for the project. IV. PROGRAM MEASURES AND REPORTING REQUIREMENTS The Section 5310 Program has federally mandated reporting requirements. Subrecipients will be required to report on their project each time they make a claim for reimbursement from their funded grant. Quarterly reports will be required regardless of financial activity. Subrecipients will submit both quantitative and qualitative information on each of the following measures: Traditional Section 5310 Projects 1. Gaps in Service Filled. Provision of transportation options that would not otherwise be available for seniors and individuals with disabilities measured in numbers of seniors and people with disabilities afforded mobility they would not have without program support as a result of traditional Section 5310 projects implemented in the current reporting year. 2. Ridership. Actual or estimated number of rides (as measured by one -way trips) provided at least quarterly for individuals with disabilities and seniors, and Section 5310-supported vehicles, and services as a result of traditional Section 5310 projects implemented in the current reporting year. Other Section 5310 Projects 1. Increases or enhancements related to geographic coverage, service quality and/or service times that impact availability of transportation service for seniors and individuals with disabilities as a result of other Section 5310 projects implemented in the current reporting year. 2. Additions or changes to physical infrastructure (e.g. transportation facilities, sidewalks, etc.), technology and vehicles that impact availability of transportation services for seniors and individuals with disabilities as a result of other Section 5310 projects implemented in the current reporting year. 91 A-6 3. Actual or estimated number of rides (as measured by one-way trips) provided for seniors and individuals with disabilities as a result of other Section 5310 projects implemented in the current reporting year. SECTION 1: APPLICANT INFORMATION Field Response Legal Name (Agency) Union County Doing Business As (DBA) (if any) Address 1407 Airport Road City, State, ZIP Monroe, NC 28110 Federal Tax ID Number 56-6000345 Unique Entity Identifier (UEI) LHMKBD4AGRJ5 Parent Agency UEI (if different) Project Manager Name & Title Theresa Torres / Director Telephone 704-292-2511 Email theresa.torres@unioncountync.gov Project Service Area (County/Counties) Union County Organization Type (check one) [ ] Local Government Authority [ ] Private Non-Profit Organization [X] Public Transportation Operator [ ] Private Operator of Public Transportation SECTION 2: ORGANIZATIONAL OVERVIEW 1. Mission Statement: Union County Transportation's (UCT) mission is to serve the residents of Union County and internal County business partners by providing reliable and efficient transportation services in a safe and cost-effective manner. 2. Services Currently Provided to Seniors/Individuals with Disabilities: UCT provides accessible transportation for seniors and individuals with disabilities, enabling them to 92 A-7 maintain their independence, access essential services, pursue educational and employment opportunities, and fully engage in community life. 3. Experience Managing Similar Projects: (List up to 3 examples – Limit: 500 words total) a. Project 1: Project 1: Section 5307 – Operating and Capital Funding In FY25, UCT provided over 42,175 passenger trips using Section 5307 funds. This support included both operating assistance and capital investments, helping to maintain and enhance service delivery. b. Project 2: HCCBG (Home and Community Care Block Grant) Through HCCBG funding, UCT completed 6,440 trips for adults aged 60 and older, supporting access to essential services and promoting independent living for seniors. c. Project 3: ROAP (Rural Operating Assistance Program) ROAP funding supported 4,306 trips for rural residents, including individuals traveling to and from work, those with disabilities, and those aged 60 and older. These trips are critical in addressing mobility needs in underserved rural areas. 4. Staff and Resources Available for this Project: The UCT staff has overseen the 5310 grant since UCT first received funds in 2016. We have worked closely with CATS employees to ensure UCT meets all regulations. Tana Cromwell, Admin Professional, is responsible for determining eligibility and maintaining records for all grant-funded passengers. Tana has managed this area of the grant since 2017. Beth Young, an Analytical Specialist, uses our scheduling software's billing module to invoice agencies, verify all driver manifests, and assist with other grant functions. Beth has been managing 5310 funding since 2022. SECTION 3: PROJECT NARRATIVE Project Title Mobility Management and Transportation Access for Older Adults and Individuals with Disabilities Project Type [X] Traditional 5310 [ ] Other 5310 Total Funding Requested $389,142 93 A-8 Scope of Services Union County Transportation (UCT) will continue providing transportation services to individuals aged 65 and older and individuals with qualifying disabilities for essential and other eligible transportation needs. Services will include scheduling and providing one-way trips, coordinating transportation, and helping customers access available transportation options. As part of this project, UCT will establish a Mobility Manager position to improve access to transportation for older adults and individuals with disabilities. The Mobility Manager will:  Assist customers with trip planning and identifying available transportation options.  Provide travel training to help individuals become more comfortable and confident using transportation services.  Assist with client registration and understanding UCT services.  Provide first-ride assistance for individuals who may be anxious or unfamiliar with the service.  Coordinate with community organizations, human service agencies, healthcare providers, and other transportation partners.  Participate in community outreach events, fairs, and other activities to educate individuals about available transportation options.  Help identify transportation gaps and coordinate available resources to better meet the needs of older adults and individuals with disabilities. UCT will track the number of one-way trips provided, denials, missed trips, and vehicle usage. Mobility Manager activities will be documented through timesheets and activity logs, including hours worked, individuals assisted, travel training provided, outreach activities, partner meetings, trip planning, and referrals. This information will allow UCT to measure the services provided, monitor the use of grant funds, and evaluate the impact of the Mobility Manager position on transportation access for older adults and individuals with disabilities. 1. Brief Project Description: This project will provide transportation services and mobility management to older adults, individuals with disabilities, and individuals with low incomes in Union County. Section 5310 funds will continue to support transportation trips for eligible individuals to medical appointments, employment, shopping, human services, and other essential activities. 94 A-9 The project will also fund a Mobility Manager position. The Mobility Manager will help individuals understand and access available transportation services, assist with registration and trip planning, provide travel training, and help customers become comfortable using the transportation service. When appropriate, the Mobility Manager may ride with a customer on their first trip to help ease their concerns and provide support as they begin using the service. The Mobility Manager will also conduct community outreach and work with organizations that serve older adults and individuals with disabilities. This will include meeting with community partners, attending fairs and other community events, providing information about available transportation services, and helping partner organizations connect their clients with transportation. The project aims to reduce transportation barriers, increase awareness and use of available services, and help individuals access the transportation they need to remain independent and connected to their community. 1. Target Population: Estimated number of seniors and/or individuals with disabilities served: 1,200_ 2. Total population with unmet transit needs in service area: 1986, with no vehicles 3. Demographics and Geography: All areas of the County have benefited, and will continue to benefit, from the services provided through the 5310 grant. The map identifies areas served by 5310 grant-funded transportation, including non-medical destinations important to seniors age 65 and older and individuals with disabilities. Additional maps highlight residents who are working and do not have access to a vehicle, residents age 65 and older with disabilities, and the overall population of individuals with disabilities throughout the County. These maps show the broad need for accessible transportation across Union County and the importance of maintaining transportation options for individuals with limited mobility or access to a vehicle. Union County is also experiencing continued growth among residents ages 50–64. This trend indicates that the County’s population aged 65 and older is expected to increase in the coming years, further increasing the need for accessible transportation services for seniors and individuals with disabilities. 4. Coordination and Partnerships: 95 A-10 UCT partners with Anson County for our trips going into Charlotte. Several days of the week, we will meet Anson County at a relay location. Our passengers will transfer to the Anson van, and Anson will take them to Charlotte for their appointments. This allows UCT vehicles to remain in the County, helping to assist more people. 5. Timeline and Milestones: Please list key milestones and their anticipated dates. Milestone Description Anticipated Completion Date Responsible Party Capital Item No more than 1 year after the contract is signed Administrative Professional/Mobility Manager Operating Funds No more than 1 year after the contract is signed Beth Young/Laura Gardner 6. Sustainability Plan: Currently, there is no local funding guarantee that would allow this program to continue at its current level if 5310 funding is no longer available. However, we actively work to transition as many 5310-funded passengers as possible to other funding sources already available within our system that serve the same populations. If 5310 funding is reduced or discontinued, we would prioritize other eligible funding programs for trips that align with their eligibility requirements. This approach would help us continue providing seniors and individuals with disabilities access to essential appointments and services while making the best use of available funding resources . 7. Alignment with CPT-HSTP: According to our region’s Coordinated Plan, when older adults can no longer drive, approximately two-thirds will depend on demand-response or community transportation services to meet their transportation needs. As the senior population continues to grow, the need for these services will also increase, creating additional demand on community transportation providers. This need extends to individuals with disabilities, particularly those who live outside existing ADA paratransit or deviated fixed-route service areas and have fewer transportation alternatives available to them. Union County Transportation is the only public transportation provider in the County serving both of these populations. We will continue working with our county and community partners to identify opportunities to increase transportation capacity and 96 A-11 maintain dependable access to essential services for Union County’s growing population of seniors and individuals with disabilities 8. Scalability: If partial funding is awarded, Union County Transportation will adjust the scope of the Mobility Manager position and/or the level of operating assistance to match the available funding. A partial award would not prevent the program from moving forward; rather, the position could begin on a reduced schedule or with a more focused set of responsibilities and expand as additional funding becomes available. If operating funds are partially awarded, UCT will prioritize eligible trips for older adults and individuals with disabilities and use other available local, state, or federal funding sources, when allowable, to help maintain service levels. UCT will continue to evaluate demand and available resources and adjust the program accordingly. The goal is to establish the Mobility Manager function and continue providing transportation services regardless of the final award amount, with the ability to scale the program as funding and community needs change. SECTION 4: PERFORMANCE & EVALUATION Indicator How Will It Be Measured Frequency One-way trips provided Dispatch/Trip logs Quarterly Denials or missed trips Operations data Monthly Customer satisfaction Survey or feedback forms Annually Equipment or vehicle usage Mileage logs or GPS data Quarterly Briefly describe how you will collect and track the above data. Our system monitors key performance metrics, including the number of one-way trips provided, any denials or missed trips, and vehicle usage. We conduct a Voice of the Customer survey. The survey results are documented and available for sharing. The Mobility Manager’s time and activities will be documented through timesheets and activity logs. The Mobility Manager will track hours spent on activities such as travel training, trip planning, customer assistance, first-ride accompaniment, client registration, outreach events, 97 A-12 and coordination with community partners. UCT will also track the number of individuals assisted, travel training sessions completed, partner meetings attended, outreach activities conducted, and referrals or transportation options provided. This information will be reviewed regularly to monitor workload, service delivery, and the overall impact of the Mobility Manager position. Will your system allow for system-generated reporting (e.g., Excel, Trapeze, etc.)? All reports that are generated by our scheduling software can be downloaded and saved to Excel. SECTION 5: BUDGET SUMMARY Capital/Operating/Mobility Management Budget Table (Example Template) Use the example format below to break down your proposed budget by line item. You may add rows as needed to reflect your project costs. This is only a template. Expense Category Total Cost Federal Share Local Match Match Type (Cash/In- Kind) Notes/Description Vehicle Purchase Driver Salaries Fuel & Maintenance Contracted Services Mobility Management Staff $84,442 $67,554 $16,889 Local Match Covers mobility managers' salary Other (specify) $4,700 $3,760 $940 Local Match Printed materials and promotional items required for the mobility manager to advertise and promote the project Trip Cost $300,000 $150,000 $150,000 HCCBG Operational Needs TOTAL $389,142 $221,314 $167,829 Provide a detailed justification for each category (Limit: 500 words per category):  Describe the costs included and why they are necessary.  Explain how local match will be provided, including sources.  If match is in-kind, attach a valuation method or documentation.  Note any other grants or funding that complement this budget. 98 A-13 Mobility Manager Cost- The primary cost included in this project is the salary for the Mobility Manager position. Funding the Mobility Manager’s salary is necessary to provide a dedicated staff resource focused on improving transportation access for older adults and individuals with disabilities. The Mobility Manager will assist customers with trip planning, travel training, registration, first- ride assistance, and identifying available transportation options. The position will also coordinate with community partners, participate in outreach activities, and help identify transportation gaps and resources within Union County. Funding is also requested for printed and promotional materials, including flyers, folders, informational handouts, and materials used at community meetings, health fairs, senior events, and other outreach activities. These materials will help educate customers and community partners about available transportation services and how to access them. A dedicated Mobility Manager will allow UCT to provide services beyond the transportation trip and help customers better understand and access available transportation resources. Grant funding will allow UCT to establish and maintain this dedicated capacity while continuing to provide transportation services to the 5310 population. Trip Cost - This aligns with the goals of the FTA Section 5310 Enhanced Mobility of Seniors and Individuals with Disabilities Program, which aims to improve mobility and reduce transportation barriers for older adults and people with disabilities. A portion of the grant funding will support transportation services and travel costs, enabling these individuals to access critical services, programs, and community activities. This may include:  Accessible transportation to medical appointments, social service agencies, or senior centers  Trips to grocery stores, pharmacies, and essential errands  Transportation to community events or recreational programs that reduce isolation Many of our target participants live on fixed incomes and lack access to safe, reliable, or accessible transportation options. By providing funded travel support, we ensure independent living and improve overall quality of life. All services will comply with Section 5310 requirements, including ADA accessibility standards, coordination with local transportation providers, and alignment with the CPT-HSTP.  Union County will use its Home and Community Care Block Grant (HCCBG) funds to meet the local match requirement for Operations, and the capital requirements will be covered by local match. 99 A-14 . SECTION 6: REQUIRED ATTACHMENTS CHECKLIST Please confirm the following are included: 1. Title VI Plan – Your agency’s current nondiscrimination policy. 2. Organizational Chart – Include all departments and the location of the proposed project within the structure. 3. Key Personnel Resumes – Include resumes for individuals directly managing the proposed project. 4. Lobbying Certification – Certification that no federal funds will be used for lobbying purposes. 5. Debarment Certification – Certification that the bidder, contractor, or subcontractor, as appropriate, certifies to the best of its knowledge and belief that neither it nor any of its officers, directors, or managers who will be working under the Contract, are certified to do so. 6. Conflict of Interest Statement – Statement disclosing any potential or actual conflicts. 7. Disclosure Form for Lobbying – Required only if lobbying activities are occurring. 8. Local Share Certification Form – Signed form documenting the sources and amounts of non-federal match. 9. Project Milestone Table – A completed table outlining key milestones with dates and responsible parties. 10. Vehicle Inventory or Capital Asset List (if applicable) – Include if applying for capital funds, or if your agency owns 5310-funded assets. SECTION 7: SYNOPSIS (EXECUTIVE SUMMARY) Complete this last and limit to one page. 1. What is the title of your project? Mobility Management and Transportation Access for Older Adults and Individuals with Disabilities 2. How much money are you requesting and how will it be used? $389,142 total cost / Federal $221,214 / Local $167,829 for Capital and Operational expenses. 3. What is the main deliverable? Provide eligible transportation and mobility management services to older adults and individuals with disabilities, documented by the number of one-way trips provided, individuals assisted, mobility management activities completed, and hours of Mobility Manager service delivered. 4. How will the project be sustained? 100 A-15 Union County Transportation will work to sustain the Mobility Manager position and transportation services beyond the current grant period by using a combination of available federal, state, local, and other funding sources, as allowable. UCT will evaluate the Mobility Manager program each year based on the number of individuals served, activities completed, transportation needs identified, and the benefits provided to the community. The 5310 grant will provide an important funding source to establish and support the Mobility Manager position. As the program develops, UCT will evaluate additional funding opportunities and determine how the position can be incorporated into future budgets and grant applications. If full funding is not available in future years, UCT will adjust the scope or hours of the position to match available resources while continuing to prioritize services for older adults and individuals with disabilities. By tracking both transportation services and Mobility Manager activities, UCT will have measurable information to demonstrate the program's needs and support future funding requests. 5. Is the project scalable? Yes. The project can be scaled based on the amount of funding awarded. If full funding is not available, UCT can adjust the Mobility Manager’s hours and scope of activities while continuing to provide the core services of the position. UCT will prioritize direct customer assistance, trip planning, travel training, and coordination of transportation resources. Operating assistance can also be adjusted based on the level of funding received. UCT will prioritize eligible trips for older adults and individuals with disabilities and use other available funding sources, when allowable, to help maintain transportation services. As additional funding becomes available, UCT can increase the Mobility Manager’s hours, expand outreach and travel training activities, and provide additional transportation services. This approach allows UCT to begin or continue the project even if the full amount requested is not awarded while providing flexibility to expand services as funding and community needs change. 6. How would the project change if less funding is awarded? If less funding is awarded, UCT would adjust the Mobility Manager’s hours and prioritize the activities that provide the most direct benefit to older adults and individuals with disabilities. UCT would prioritize customer assistance, trip planning, travel training, first-ride assistance, and coordination of transportation services. 101 A-16 If operating assistance is also reduced, UCT would prioritize eligible trips based on available funding and use other allowable funding sources when available to help maintain service levels. UCT could reduce outreach, community events, and other activities or conduct them less frequently. UCT will continue to track services provided and evaluate demand to determine how available resources can be used most effectively. As additional funding becomes available, the Mobility Manager’s hours and program activities could be increased. 7. Include your top 3–5 milestones or tasks with dates.  Begin Mobility Manager services, including customer assistance, trip planning, travel training, and first-ride assistance  July 2027  Begin outreach and coordination with community partners, human service agencies, and other transportation providers  September 2027  Track and review Mobility Manager activities, individuals assisted, trips provided, and transportation needs  Quarterly beginning September 2027  Evaluate program activities and outcomes and identify funding and service needs for the following year  June 2028  Continue providing and documenting transportation trips for eligible older adults and individuals with disabilities to essential destinations throughout the grant period  July 2027 –July 2028 Submit completed applications electronically by November 12, 2026, at 2:00 PM to: Link to: 102 A-17 https://charlottenc.bonfirehub.com Early submittals are encouraged. Incomplete applications will not be reviewed. A. APPLICANT CONTACTS 103 A-18 Provide the name, title, address, phone/fax number, and e -mail for the following key contact people for the Project: 1. Executive Director/Chairman of the Board: Brian Matthews, County Manager/Authorized Official, brian.matthews@unioncountync.gov, 500 N. Main St., 9th Floor, Monroe, NC 28112 2. Administrative Contact (person responsible for grant administration): Theresa Torres, Director, theresa.torres@unioncountync.gov, 1407 Airport Road, Monroe, NC 28110, 704- 283-3598 (P), 704-283-3551 (F) 3. Operations Contact (person responsible for operational issues): Brandon Earp, Operations Manager, brandon.earp@unioncountync.gov, 1407 Airport Road, Monroe, NC 28110, 704-292-2597 4. Procurement Contact (person responsible for procuring assets and preparing bid packages): Juan Rodriguez-Cruz, Procurement, juan.rodriguez-cruz@unioncountync.gov, 610 Patton Avenue, Monroe, NC 28110, 704-283-3519 5. Financial Contact (person responsible for billing, accounting, closeouts, reimbursement requests): Laura Gardner, Human Service Supervisor, Fiscal Compliance, laura.gardner@unioncountync.gov, 1407 Airport Road, Monroe, NC 28110, 704-292-2566 6. Audits Contact (responsible for annual audits): Beth Young, Analytical Specialist; Theresa Torres, Director; Laura Gardner, Human Service Supervisor, Fiscal Compliance, 1407 Airport Road, Monroe, NC 28110 7. Legal Counsel: Carolyn Mayor, Senior Staff Attorney, carolyn.mayer@unioncountync.gov, 500 N. Main Street, Monroe, NC 28112, 704-283-3772 8. EEO Representatives – An Applicant’s Chief Executive Officer (CEO) should designate an EEO Officer and adequate staff to administer the EEO program. The EEO Officer should be an executive and should report directly to the CEO. Care should be taken to avoid conflicts when assigning responsibility for administering the EEO program as a collateral duty assignment, e.g., a personnel officer may have a conflict of interest. Julie Broome, HR Director, Julie.broome@unioncountync.gov, 500 N Main Street, Monroe, NC 28112, 704-283-3869 104 A-19 9. DBE Representative: Laura Gardner, Human Service Supervisor, Fiscal Compliance, laura.gardner@unioncountync.gov, 1407 Airport Road, Monroe, NC 28110, 704-292-2566 10. ADA Representative: Matt Smith, Safety Officer, matthew.smith@unioncountync.gov, 1407 Airport Road, Monroe, NC 28110, 704-292-2511 11. Title VI Representative: Theresa Torres, Director theresa.torres@unioncountync.gov 1407Airport Road, Monroe, NC 28110 704-283-3598 (P) 704-283-3551 (F) A. DOCUMENTS AND RECORDKEEPING Indicate where the following program records will be retained and provide the name of the individual responsible for maintaining documents. Document Location Name and Title of Responsible Individual Contract w/ City Procurement Corey Brooks / Director Contract w/ Service Provider Civil Rights Records (EEO, Title VI, ADA) UCT Theresa Torres/Laura Gardner Financial Records Finance Beverly Liles/Director Procurement and Bid Documents (Including RFPs) Procurement Corey Brooks/ Director Certificates and Assurances UCT Theresa Torres /Director Others (List) Capital Projects 105 A-20 Vehicle Records Fleet/UCT Mandy Joyner/Office Supervisor/Theresa Torres/Director Non-Vehicle Records UCT Theresa Torres/Director Transportation Service Projects Driver Manifests UCT Christy Knight/Administrative Support Daily Pre-Trip Forms UCT Beth Young/Analytical Specialist Maintenance Records UCT Beth Young/Analytical Specialist Drug and Alcohol Records UCT Matt Smith/Safety Officer Ridership Records UCT Beth Young/Analytical Specialist 106 A-21 B. PROJECT PERSONNEL 1. List all positions, names, titles and the number of positions, which will be charged to this grant during the grant period. Next to each position indicate the percentage of the position/individual salary that will be charged to the grant. Mobility Manager – Tana Cromwell – Senior Admin Support/Mobility Manager -100% 2. For positions that will only be PARTIALLY ch arged to this grant, describe how the estimated percentage of the salary to be charged to the grant was derived. If percentage of time to be charged to grant is estimated, describe what auditable mechanism(s) will be used to verify the actual time that an individual spends on grant related activities. N/A 3. Are all individuals listed in item 1 above currently working in their job titles? If not, explain what the differences are between their current positions and the position that will be charged to the grant and why they are not working in their grant positions. Yes 4. Attach to this exhibit an official organizational chart showing the reporting/supervisory relationships of each of the positions listed above. 107 A-22 C. THIRD PARTY CONTRACTING If an applicant is planning to purchase any goods or capital assets from a third party, it must follow the applicable competitive process required by the FTA. If the applicant is planning to contract out service under this grant, then the applicant must list all proposed service to be contracted out (i.e., transportation services, computer routed services, dispatching, auditing, drug and alcohol testing, legal, marketing, maintenance) to a third party. All bids/RFP/contract awards must have prior CATS review and approval. A price/cost analysis must be done by the applicant prior to request. See FTA Third Party Contracting Guidelines Circular FTA C 4220.1F. Bid/RFP/State Name/Type Estimated Contract of Asset/Service Timeframe Cost/Budget 108 A-23 D. SECTION 5310 TITLE VI PROGRAM REPORT Legal Name of Applicant: Union County (Complete either Part A or Part B) Part A – No complaints or Lawsuits Filed I certify that to the best of my knowledge, No complaints or lawsuits alleging discrimination have been filed against (Union County Transportation) during the period July 1, 2025, through June 30, 2026. 10.19.2026 Signature of Authorized Official Brian W. Matthews Date Type Name and Title of Authorized Official Part B – Complaints or Lawsuits Filed I certify that to the best of my knowledge, the below described complaints or lawsuits alleging discrimination have been file d against (Transit System Name) __________________ during the period July 1, 2025 through June 30, 2026. Complainant Name/Address/Telephone Number Date Description Status/Outcome (Attach an additional page if required.) Signature of Authorized Official Date Name and Title of Authorized Official Please provide a copy of your current Title VI Plan with your Application. 109 E. SECTION 5310 LOCAL SHARE CERTIFICATION FOR FUNDING (This form is required for EACH separate funding request) _Union County___________________________ (Legal Name of Applicant) Local matching funds are required for application submittals for Fiscal Year 2025. Please list all anticipated Capital and Operating Local matching funds below. The local match must be provided from sources other than federal Department of Transportation funds. Guidance is provided in Article III above about eligible sources of matching funds. Applicants are responsible for verifying the eligibility of non-USDOT federal funds the applicant proposes to use as their local match. Requested Funding Amounts Net Project Cost Local Share Local Source(s) Capital (Vehicles & Other) $ 89,142_ $ 17,829 (% of net) 1. General Fund 2. _______________ 3. _______________ Operating $ 300,000 $ 150,000 (% of net) 1. HCCBG________ 2. _______________ 3. _______________ TOTAL $ 389,142 $ 167,829 I, the undersigned representing (Legal Name of Applicant) Union County do hereby certify to the City of Charlotte, that the required local funds will be available as of July 1, 2027. Signature of Authorized Official Brian W . Matthews Name and Title of Authorized Official 10.20.2026 Date 110 F. LOBBYING CERTIFICATION The undersigned certifies, to the best of his or her knowledge and belief, that: 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence a member of the Metropolitan Transit Commission, Charlotte City Council, officer or employee of the Charlotte Area Transit System, or any elected, appointed, or employed official or employee of the State of North Carolina, member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with the awarding of any Federal Contract, or the amendment or modification of any Federal Contract. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence a member of the Metropolitan Transit Commission, Charlotte City Council, officer or employee of the Charlotte Area Transit System, a member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with this Federal Contract, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its instructions. 3. The undersigned shall require that the language of this certification be included in the award of all subcontracts anticipated to be of a value of one hundred thousand dollars ($100,000.00) or more and that all subcontractors shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31 U.S.C. §1352. Any person who fails to file the required certification shall be subject to a civil penalty of not less than ten thousand dollars ($10,000.00) and not more than one hundred thousand dollars ($100,000.00) for each such failure. Signature: Date:_10.20.2026________________________ Title: County Manager Telephone No. (704) 292-2597 Firm or Corporate Name:_Union County__________________ Address: 500 N. Main Street, Monroe, NC 28112 111 DISCLOSURE FORM TO REPORT LOBBYING DISCLOSURE OF LOBBYING ACTIVITIES Complete this form to disclose lobbying activities pursuant to 31 U.S.C. §1352 (See below for public burden disclosure) Approved by OMB 0348-0046 1. Type of Federal Action: [ ] a. Contract b. Grant c. Cooperative agreement d. Loan e. Loan guarantee f. Loan insurance 2. Status of Federal Action: [ ] a. Bid/offer/application b. Initial award c. Post-award 3. Report Type: [ ] a. Initial filing b. Material change For Material Change Only: year quarter date of last report 4. Name and Address of Reporting Entity: [ ] Prime [ ] Subawardee Tier , if known: Congressional District, if known: 5. If Reporting Entity in No. 4 is Subawardee, Enter Name and Address of Prime: Congressional District, if known: 6. Federal Department/Agency: 7. Federal Program Name/Description: CFDA Number if applicable: 8. Federal Action Number, if known: 9. Award Amount, if known: 10. a. Name and address of Lobbying Entity (if individual, last name, first name, MI): b. Individuals Performing Services (including address if different from No. 10a) (last name, first name, MI): (attach Continuation Sheet(s) SF-LLL-A, if necessary) 11. Amount of Payment (check all that apply): $ [ ] actual [ ] planned 13. Type of Payment (check all that apply): [ ] a. retainer [ ] b. one-time fee [ ] c. commission [ ] d. contingent fee [ ] e. deferred [ ] f. other; specify: 12. Form of Payment (check all that apply): [ ] a. cash [ ] b. in-kind; specify: nature value 14. Brief Description of Services Performed or to be Performed and Date(s) of service, including officer(s), employee(s), or Members contacted, for Payment Indicated in Item 11: (attach Continuation Sheet(s) SF-LLL-A, if necessary) 15. Continuation Sheet(s) SF-LLL-A attached: [ ] Yes [ ] No 112 16. Information requested through this form is authorized by 31 U.S.C. §1352. This disclosure of lobbying activities is a material representation of fact upon which reliance was placed by the tier above when this transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. §1352. This information will be reported to the Congress semiannually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than $10,000.00 and not more than $100,000.00 for each such failure. Signature: Print Name: Brian W. Matthews Title: County Manager Telephone No.: 704-292-2597 Date: 10.19.2026 Federal Use Only: Authorized for Local Reproduction Standard Form-LLL INSTRUCTIONS FOR COMPLETION OF SF-LLL, DISCLOSURE OF LOBBYING ACTIVITIES This disclosure form shall be completed by the reporting entity, whether subawardee or prime Federal recipient, at the initiation or receipt of a covered Federal Action, or a material change to a previous filling, pursuant to the 31 U.S.C. §1352. The filing of a form is required for each payment or agreement to make payment to any lobbying entity for influencing or attempting to influence and officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with a covered Federal action. Use the SF-LLL-A Continuation Sheet for additional information if the space on the form is inadequate. Complete all items that apply for both the initial filing and material change report. Refer to the implementing guidance published by the Office of Management and Budget for additional information. 1. Identify the type of covered Federal action for which lobbying activity is an/or has been secured to influence the outcome of a covered Federal action. 2. Identify the status of the covered Federal action. 3. Identify the appropriate classification of this report. If this is a follow-up report caused by a material change to the information previously reported, enter the year and quarter in which the change occurred. Enter the date of the last previously submitted report by this reporting entity for this covered Federal action. 4. Enter the full name, address, city, state and zip code of the reporting entity. Include Congressional District, if known. Check the appropriate classification of the reporting entity that designates if it is, or expects to be, a prime or sub award recipient. Identify the tier of the subawardee, e.g., the first subawardee of the prime is the 1st tier. Subawards include but are not limited to subcontracts, subgrants and Contract awards under grants. 5. If the organization filing the report in item 4 checks "Subawardee", then enter the full name, address, city, state and zip code of the prime Federal recipient. Include Congressional District, if known. 6. Enter the name of the Federal agency making the award or loan commitment. Include at least one organizational level below agency name, if known. For example, Department of Transportation, United States Coast Guard. 7. Enter the Federal program name or description for the covered Federal action (item 1). If known, enter the full Catalog of Federal Domestic Assistance (CFDA) number for grants, cooperative agreements, loan, and loan commitments. 8. Enter the most appropriate Federal Identifying number available for the Federal action identified in Item 1 (e.g., Request for Proposal (RFP) number; Invitation for Bid (IFB) number; grant announcement number; the Contract, grant, or loan award number; the application/proposal control number assigned by the Federal agency). Include prefixes, e.g., "RFP-DE-90-001." 9. For a covered Federal action where there has been an award or loan commitment by the Federal agency, enter the Federal amount of the award/loan commitment for the prime entity identified in item 4 or 5. a. Enter the full name, address, city, state and zip code of the lobbying entity engaged by the reporting entity identified in item 4 to influence the covered Federal action. b. Enter the full names of the individual(s) performing services, and include full address if different from 10(a). Enter Last Name, First Name, and Middle Initial (MI). 10. Enter the amount of compensation paid or reasonably expected to be paid by the reporting entity (item 4) to the lobbying entity (Item 10). Indicate whether the payment has been made (actual) or will be made (pleased). Check all boxes that apply. If this is a material change report, enter the cumulated amount of payment made or planned to be made. 113 11. Check the appropriate box(es). Check all boxes that apply. If payment is made through an in-kind contribution, specify the nature and value of the in-kind payment. 12. Check the appropriate box(es) that apply. If other, specify nature. 13. Provide a specific and detailed description of the services that the lobbyist has performed, or will be expected to perform, and the date(s) of any services rendered. Include all preparatory and related activity, not just time spent in actual contact with Federal officials. Identify the Federal official(s) or employee(s) contacted or the officer(s), employee(s), or Member(s) of Congress that were contacted. 14. Check whether or not a SF-LLL-A Continuation Sheet(s) is attached. 15. The certifying officer shall sign and date the form, print his/her name, title, and telephone number. Public reporting burden for this collection of information is estimated to average thirty (30) minutes per response including time for reviewing instructions, searching existing date sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and Budget. Paperwork Reduction Project (0348-0046), Washington, D.C. 20503. 114 G. CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS The bidder, contractor, or subcontractor, as appropriate, certifies to the best of its knowledge and belief that neither it nor any of its officers, directors, or managers who will be working under the Contract, or persons or entities holding a greater than (ten percent) 10% equity interest in it (collectively “Principals”): 1. Are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal or state department or agency in the United States; 2. Have within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state, or local) transaction or contract under a public transaction; violation of federal or state anti-trust or procurement statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; 3. Are presently indicted for or otherwise criminally or civilly charged by a government entity, (federal, state or local) with commission of any of the offenses enumerated in paragraph 2 of this certification; and 4. Have within a three-year period preceding this application/proposal had one or more public transactions (federal, state or local) terminated for cause or default. I understand that a false statement on this certification may be grounds for rejection of this proposal or termination of the award or in some instances, criminal prosecution. X I hereby certify as stated above: Brian W. Matthews (Print Name) Signature County Manager 10.20.2026 Title Date  I am unable to certify to one or more the above statements. Attached is my explanation. [Check box if applicable] (Print Name) Signature 115 H. CONFLICT OF INTEREST Except as may be identified and explained below, the undersigned hereby certifies that, no member of the Charlotte City Council, Mecklenburg Board of County Commissioners, Metropolitan Transit Commission, officer, employee, or former employee of the City, AND no elected, appointed, or employed official or employee of the State of North Carolina or of a governing body, instrumentality, or political subdivision within the territory comprising Mecklenburg County, AND no relative of persons described above, AND no member of or delegate to the Congress of the United States has an interest whatsoever (regardless of how indirect and how remote that interest may be) in the Bidder’s organization and/or in the proceeds of any contract and/or agreement which might be made between the Bidder and the City as result of the successful bid/proposal accompanied by this certification; no person who is or who during the past twelve (12) months has been a member of the Charlotte City Council, Mecklenburg Board of County Commissioners, Metropolitan Transit Commission, an office r or employee of the City is employed by or on behalf of the Bidder’s organization; and that until acceptance of all work or services to be performed under any resulting contract or agreement, the Bidder shall not enter into any contract involving services or property, whether or not related to the performance of any resulting contract or agreement, with any of the aforementioned persons or with any business in which any such person has an interest, direct or indirect. Except as identified and explained below and with City’s prior approval the Bidder shall not engage in any activity, or accept any employment, interest or contribution that would create an appearance of a conflict of interest (personal or organizational) or reasonably appear to compromise the Bidder’s judgment with respect to all work or services to be performed under any resulting contract or agreement. The undersigned certifies that he is legally authorized by the Bidd er to make the above representation, and that the representation is true to the best of his knowledge and belief and without deliberate omission of any inquiry which would to the best of his belief tend to change the above representation. The undersigned understands that any representation made knowing it to be false may be cause to disqualify the Bidder from competing for award for the contract at hand, may be cause to terminate the resulting contract and disqualify the Bidder from being awarded future con tracts by the City. The Bidder certifies that neither he nor any agent, representative, or other party acting on his behalf has offered or given any gratuity or gratuities, in the form of gifts, entertainment, or otherwise, to any director, officer, or em ployee of the City or of any person, firm, consultant or contractor retained by the City, with a view to securing the contract or of securing favorable treatment with respect to the award hereof, and the Bidder further certifies that neither he nor any agent, representative, or other party acting on his behalf will offer or give any such gratuity to any director, officer, or employee of the City or of any such consultant or contractor with a view to securing favorable treatment with respect to any change or amendment to the contract, or to any other action with respect to the performance hereof. The Bidder further understands that in addition to submitting this certification at the time of bid/proposal submission to the City, the Bidder shall also be required to submit a similar certification at the time of execution of any resulting contract. NOTE: THIS CERTIFICATION MUST BE SIGNED AND SUBMITTED WITH THE BID/PROPOSAL 116 Signature: Title: County Manager Date of Signing: 10.20.2026_______ Firm or Corporate Name: Union County _______ Address: 500 N. Main Street Monroe, NC 28112 Telephone Number: (704)292-2597 117 I. CHECKLIST FOR SUBMITTING PROPOSAL Step 1 – Read the document fully Step 2 - Proposal Submission - CATS does not discriminate on the basis of disability. If an auxiliary aid or service or other accommodation is needed in order to attend or fully participate at the September 11th meeting, please contact Beverly Hovis as far in advance of the meeting as possible so that the request can be considered. Beverly can be reached at beverly.hovis@charlottenc.gov. Along with the required Application, please provide a one-page introduction and synopsis which shall associate the project tasks and deliverables with an anticipated timeline. Submit all applications to the Link to below: Bonfire Hub Link to: https://charlottenc.bonfirehub.com It is the Subrecipient’s responsibility to check the City’s Contract Opportunities Site for any addenda or changes to this Project. Search for 5310 FY25 Call for Projects Grant Application to find any documents or changes have been posted. 118 Charlotte Regional Transportation Planning Organization FY2028 METROPOLITAN PLANNING GRANT PROGRAM Budget Narrative Report Agency Name: Union County Period Covered: July 1, 2027 - June 30, 2028 UPWP FTA SECTION 5303 TASK CODES Task Activities Outcomes Deliverables Staff Name Hours Rates Source of Funds Original Budget Administrative Amendment Current Budget Federal 11,991 11,991 State 1,499 1,499 Local 1,499 1,499 Total 14,989 14,989 Federal 41,053 41,053 State 5,132 5,132 Local 5,132 5,132 Total 51,316 51,316 Federal - State - - Local - - Total - - Federal - State - - Local - - Total - - Federal - State - - Local - - Total - - Federal - State - - Local - - Total - - Federal - State - - Local - - Total - - Federal 2,806 2,806 State 351 351 Local 351 351 Total 3,507 3,507 Federal 6,185 6,185 State 773 773 Local 773 773 Total 7,731 7,731 Federal 95,636 95,636 State 11,955 11,955 Local 11,955 11,955 Total 119,545 119,545 Total 5303 Total 197,089 - 197,089 Federal 80%157,671 - 157,671 State 10%19,709 - 19,709 Local 10%19,709 - 19,709 150 1823 101 $43.51 $49.94 $54.05 $43.51 $54.05 $66.86 $176.00 $43.51 $54.05 $75.06 $75.06 $75.06 $75.06 $54.05 $75.06 $932 $1,240 45 12 12 3 100 243 4 78 95 20 6 260 Research, prepare and submit annual grants. Ensure compliance with grant reporting and other requirements. Attend CRTPO, Centralina COG, and other relevant meetings, and annual training sponsored by NCDOT and other agencies. NCPTA provides the support necessary for the System Members to continuously improve the efficiency and effectiveness of the transportation services provided to the public. Safety Officer/HS Supervisor Planner Operations Manager Safety Officer HS Supervisor Planner Consultant Safety Officer/HS Supervisor Operations Manager Director Director Director Director HS Supervisor Director NCPTA Dues NCPTA Conference Registration Theresa Torres, Brandon Earp, Janet Payne, Laura Gardner Responding to customer complaints and ADA Reasonable Modification Requests. Attend Anson County's quarterly Transportation Advisory Meetings. Attend NCPTA, Centralina, and CRTPO meetings. Customers in-home evaluations. Perform drivers ride alongs every quarter. Passenger Hazards/Passenger VIR Evaluations Maps of county population by age, income, disability status, veteran status, and other variables relevant for transit planning. Oversee the creation of new routes and continued efficiency initiatives. Annual NTD Safety Event reporting. Monitoring and analysis of safety performance measures with updates or revisions to process as needed. Attend and participate in task force/work group meetings. Grant development Management, Operations and Program Support State and Regional Coordination Training and Conference Events Demographic trends, origin-destination trends Census analysis for equity and market analysis Performance metrics for routes and enabling improved efficiency opportunities Performance targets based on safety performance measures Collaborating and coordinating with other public transportation agencies UCT Strategic Plan Customer feedback and performance metrics Coordination with Anson and Mecklenburg transit systems Coordination with Centralina Council/NCPTA and CRTPO Development of local, state, and federal grants for administrative, operational, and capital funding. Oversight of federal grants and state awards programs. Coordination and administration of activities relating to the development and monitoring of compliance for all grant funding. Attending regional and state events NCPTA Membership Fee NCPTA Conference (3 attendees) Rider surveys Interagency coordination Ridership analysis Socio-economic analysis Route analysis Performance Measures Work Groups 442301 III-B-3 Special Studies Participate in regional transit planning efforts. Advancement of regional and corridor Studies. 422301 III-C-2 Environmental Justice Public outreach for Environmental Justice activities 422301 III-E Management, Operations & Program Support Administration Enhanced agency management. Improved operational efficiencies (i.e. contracts, finance, TCC & MPO activities & training). 442301 II-A Data and Planning Support Improvements and maintenance of the Metrolina Regional Travel Demand Model; Highway travel and transit forecast (i.e.GIS analysis and mapping). 442301 III-A Unified Planning Work Program 442301 III-B Transportation Improvement Program Amendments and modifications to TIP. 442301 II-B Planning Process Corridor Planning and Study of Travel Time and reliability Improvements. Improve public facing information. Route, ridership and rate analyses. Improved public information and transit service. Robust use of data for service efficiency (i.e. bike & ped. activities, systems planning, ITS support, performance based planning, performance based planning, regional transit planning & multimodal transportation planning activities & studies). 422301 III-C-1 Title VI Title VI analysis. Compliance with Title VI; improved efficiency and accessibility of routes. 422301 II-C-6 Public Participation Improved public facing route information for potential users (i.e. brochures, signage, service awareness programs.) 422301 III-D Statewide & Extra Regional Planning Planning process & activities related to NCDOT Centralina Regional Council, 119 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-581 Agenda Date:10/19/2026 TITLE:..title Union County Transportation - Contract for Development of a Five-Year Strategic Plan INFORMATION CONTACT: Theresa Torres, Human Services Agency, 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: None. BACKGROUND: Union County Transportation (UCT) is developing a five-year strategic plan to evaluate Union County's current and future transportation needs and establish a clear direction for the growth and improvement of public transportation services. Union County continues to experience population growth and changing transportation needs. Over the next five to ten years, UCT expects continued increases in the number of older adults, individuals with disabilities, residents without access to a vehicle, and other residents who rely on public transportation to access employment, medical appointments, shopping, community services, and other essential destinations. As the County grows, UCT must also evaluate how to improve existing services and where additional or alternative transportation options may be needed. The strategic planning process will assess UCT's current services, operations, fleet, facilities, technology, funding, partnerships, and staffing needs. The plan will also consider future service needs, including the potential use of microtransit and other flexible transportation options to better serve areas and populations where traditional demand-response service may be less effective. The planning process will include input from Union County, municipalities, community partners, transportation stakeholders, and UCT customers. Population projections and other available data will help identify emerging needs and set priorities for the next five years. The completed strategic plan will provide UCT and Union County with a practical roadmap for future service, funding, capital investments, partnerships, and operational improvements, while helping ensure that transportation resources are directed toward the areas of greatest need. Kimley- Horn has been selected to provide Consulting Services for Transportation's Five-Year Strategic Plan. Kimley-Horn was chosen from a list of vendors previously selected from RFP 2025-046 to provide these services for Union County projects FINANCIAL IMPACT: The total cost of the contract with Kimley-Horn is $219,156. Sufficient funds are available in our approved budget. Union County, NC Printed on 10/6/2026Page 1 of 2 powered by Legistar™120 File #:26-581 Agenda Date:10/19/2026 Union County, NC Printed on 10/6/2026Page 2 of 2 powered by Legistar™121 SCHEDULE OF SERVICES FOR [Five-Year Strategic Plan] This Schedule of Services pertains to an Agreement by and between UNION COUNTY (“Union”) and KIMLEY-HORN AND ASSOCIATES, INC. (“Contractor”), dated November 6, 2025, 2026 (“the Agreement”). Pursuant to the Agreement, Contractor has agreed to provide transportation consulting services (the “Services”) on an as-needed basis. Contractor shall perform services on the project described below as provided herein and in the Agreement. This Schedule of Services shall not be binding until it has been properly signed by both parties. Upon execution, this Schedule of Services shall supplement the Agreement as it pertains to the project described below. PROJECT NAME: Union County Transportation Five-Year Strategic Plan PART 1.0 SCOPE OF WORK: [Five-Year Strategic Plan – See Scope of Work Attached PART 2.0 PERIODS OF PERFORMANCE: Contractor shall commence and complete the work under this Schedule of Services as follows: October 21, 2026 – April 30, 2028. [Insert timeframe, either with a specific deadline (e.g., project completed by March 1, 2026) or with a reference to amount of time (e.g., project to be completed within 4 months of execution)] PART 3.0 PAYMENTS: Union shall pay Contractor a total of $219,156 for performance of the Services described herein. Payment shall be made to Contractor in accordance with the following milestones: _____________________________[or, alternatively, “Payment shall be made to Contractor on a monthly basis in accordance with Section 2 of the Agreement.”]. Final payment shall not be made on the project described herein until the project is fully complete and all deliverables, if any, are provided to Union. This Schedule of Services is executed ___________________________. UNION COUNTY, KIMLEY-HORN AND ASSOCIATES, INC. NORTH CAROLINA By: By: Name: Brian W. Matthews Name: Title: County Manager Title: Address: 500 N. Main St. ______ Address:_____________________________ Monroe, NC 28112 ______________________________ This instrument has been preaudited in the manner required By the Local Government Budget and Fiscal Control Act. ______________________________ Deputy Finance Officer Approved as to Legal Form:____ 122 Exhibit A Union County Transportation Five-Year Strategic Plan Scope of Work September 21st, 2026 123 Contents Union County Transportation Five-Year Strategic Plan Scope of Work ......... Error! Bookmark not defined. Project Purpose and Understanding......................................................................................................... 4 Project Management .................................................................................................................................... 4 Quality Control ......................................................................................................................................... 4 Project Management Team Meetings ...................................................................................................... 5 Deliverables .............................................................................................................................................. 5 Existing Conditions, Review of Policies, Plans and Studies ........................................................................... 5 Municipal and Community Transportation Needs Assessment.................................................................... 7 Assessment of Existing UCT Services ........................................................................................................ 7 Future Transportation Service Needs ....................................................................................................... 8 Regional Transportation Coordination ..................................................................................................... 9 Fleet, Facilities and Capital Needs ............................................................................................................ 9 Workforce and Organizational Capacity ................................................................................................... 9 Financial Sustainability ........................................................................................................................... 10 Scenario Planning ........................................................................................................................................ 10 Community and Stakeholder Engagement ................................................................................................. 11 Strategic Priorities ....................................................................................................................................... 12 Five-Year Implementation Roadmap ...................................................................................................... 12 Performance Measures .......................................................................................................................... 12 Final Report ................................................................................................................................................. 13 124 Union County Transportation Five-Year Strategic Plan Scope of Work Project Purpose and Understanding The purpose of the Union County Transportation Five-Year Strategic Plan is to provide UCT and County leadership with a forward-looking, data-driven framework for understanding how Union County’s continued growth, changing demographics, land use patterns, development activity, and regional travel needs will influence public transportation over the next five years. The study will help define what UCT should look like in the future and identify the services, partnerships, fleet, facilities, technology, workforce, funding, and organizational resources needed to support that vision. The plan will serve as a practical decision-making tool for operational planning, capital investment, budget development, grant applications, regional coordination, and future service development. Kimley-Horn understands that this study must connect UCT’s current operating environment with the County’s future transportation needs. The planning process will evaluate existing UCT services, identify current and emerging mobility gaps, assess market demand and travel patterns, consider municipal and stakeholder input, and coordinate closely with the Union County Planning Department to align transportation recommendations with broader growth and land use planning. The resulting strategic plan will prioritize realistic, financially sustainable, and measurable actions that respond to demonstrated need, strengthen regional and community partnerships, and position UCT to adapt as conditions change. Project Management This task includes the development of the Project Management Plan, quality control, and project team meetings. Kimley-Horn will submit monthly invoices accompanied by progress reports to Union County. Project Management Plan (PMP) Within one month of the kickoff meeting, Kimley-Horn will develop a PMP to reflect the project scope and scale discussed during the kickoff meeting to guide the study in serving the diverse needs of the project stakeholders and the community. The PMP will include a detailed project schedule, outlining milestones and their required review times, the scope of work, document control, quality control processes, and invoicing protocol. Quality Control Each deliverable will be reviewed internally by the staff assigned by the Kimley-Horn Quality Lead and revisions will be made prior to delivery to Union County. Unless otherwise stated, Kimley-Horn will revise each memorandum one time based on consolidated comments from the Core Team. 125 Project Management Team Meetings Kimley-Horn will facilitate biweekly project management team meetings no longer than one hour, and will prepare and distribute meeting agendas and notes. Agendas will be distributed prior to the meeting and meeting notes will be distributed prior to the following biweekly meeting. Deliverables • Project Management Plan (one round of consolidated comments) • Biweekly meetings (24), agendas, and meeting notes • Monthly invoices and progress reports Existing Conditions, Review of Policies, Plans and Studies Kimley-Horn will submit a data request at the inception of the project that will include plans and agency guiding documents. We will use this information and discussions with Union County staff to develop the following sections. At the outset of the project, the Kimley-Horn team will review prior studies, existing and planned transit and multi-modal networks, existing and future land use, transit system performance data, and any known system constraints. We will also conduct a Travel Market Assessment using readily available travel demand data sets and “big data” to provide insight into travel patterns and behaviors, allowing us to understand how people are traveling through the region and identify which areas or corridors can generate the greatest opportunity for transit ridership and community goals. We will deliver a summary memorandum that consolidates key findings, identifies actionable opportunities for advancing bus service in the county, and clearly articulates how these elements align with the Five Yeat Strategic Plan broader objectives. Market Analysis Based on demographic information and travel pattern data Kimley-Horn will prepare a market analysis at the block group level, evaluating demographic and land use data using most recently available population, employment, and land use projections and allocation data provided to Kimley-Horn and/or available from public sources such as the US Census Bureau. The market analysis will consist of: • Market segmentation • Travel demand analysis The results of the transit competitiveness and market segmentation analyses will be used in combination with the demand analysis to provide a comprehensive picture of the corridors and service area with the greatest potential for transit service, and to determine if other service models would be appropriate to serve the area. Market Segmentation Kimley-Horn will identify existing market segments that UCT serves effectively, existing market segments with ridership potential but not currently served by UCT, and emerging market 126 segments by using readily available data on population and demographics, employment, education, commercial, and land use. We will cross-reference our research with available data on UCT’s existing ridership, including any available rider survey data. Travel Patterns Kimley-Horn will perform a travel pattern analysis using Replica. Our analysis will consider total trip volume (e.g., mode agnostic) to identify each market’s potential for capturing transit ridership from other modes. Future Transportation Conditions KH will coordinate with the County Planning Department to obtain and incorporate existing projections rather than developing duplicative population projections. The analysis should use the County's existing projections to identify and evaluate anticipated transportation needs associated with: • Aging population • Senior population • Persons without access to vehicles • Persons with disabilities • Low-income populations • Other populations or demographic groups likely to have transportation needs The consultant will review the available County data to determine whether it provides sufficient detail for transportation planning purposes and identify any additional information or analysis that may be needed. New population projections will require additional fee. Our team will coordinate with UCT, before engaging in additional projections work. Development and Land Use Our team will identify areas where significant growth is expected, and how future land-use decisions may affect transportation demand including: • Affordable housing • Medical facilities • Government facilities • Major recreational destinations • Other significant relevant trip generators Peer Review Kimley-Horn will conduct peer reviews of agencies with similar characteristics. The review will focus on agency size, service area population, organizational structure, funding streams, fare structure and operational characteristics. We will review up to five (5) agencies, and this information will be summarized in in the Existing Conditions memorandum 127 Deliverable: - Existing Conditions, Projections and Peer Review Memorandum Municipal and Community Transportation Needs Assessment Kimley-Horn will prepare a transit propensity analysis by identifying overlapping areas of key population socioeconomic and demographic transit-related indicators, to determine the areas that are best suited for, and most likely to use, transit. In addition to census block group data, our team will use regional travel demand models, economic development trends, planned residential growth, and public and stakeholder survey responses to establish major trip generators and points of origin within UCT’s current service area that may be supportive of transit service. The transit propensity analysis will be overlaid with maps of the existing commuting routes and demand response/paratransit services to pinpoint geographic areas that may have propensity for transit, but not the service levels required to meet the potential need/demand of transit dependent and/or commuting populations. We will collect information about current and future needs from municipalities in Union County. We recommend hosting a workshop with the municipalities to discuss the information, provide a SharePoint folder to share relevant information and documents and follow up with one-on-one interviews if needed. The planning process will identify both current and anticipated future transportation needs. Assessment of Existing UCT Services Kimley-Horn will complete a comprehensive assessment of UCT’s existing services to establish a clear understanding of how the current system operates, who it serves, where demand is concentrated, and where service may not be fully aligned with current or emerging mobility needs. This assessment will include a review of available operating data, ridership trends, trip purposes, geographic trip patterns, passenger demographics, service hours, service area coverage, trip denials, cancellations, no-shows, on-time performance, productivity, cost per trip, cost per passenger, vehicle utilization, driver availability, fleet availability, customer satisfaction, complaints, technology, scheduling and dispatch practices, reservation processes, accessibility, and regional connections. The analysis will identify existing strengths, weaknesses, opportunities, and challenges and will provide a data-supported foundation for understanding the current performance and limitations of UCT’s service model. The review will be framed not only as a performance evaluation, but also as a strategic assessment of whether UCT’s current service model is positioned to meet Union County’s future transportation needs over the next five years. Findings from the existing service assessment will be integrated with the market analysis, municipal and community transportation needs assessment, future transportation conditions review, regional coordination analysis, and scenario planning process to identify where changes to service design, service levels, operating practices, regional connections, technology, fleet, staffing, or funding may be warranted. This task will help drafting recommendations grounded in documented conditions, demonstrated need, operational feasibility, and financial sustainability. 128 Future Transportation Service Needs Kimley-Horn will use the findings from the needs assessment to identify future transportation service needs over the five-year planning horizon. This task will evaluate whether UCT’s existing demand-response service model, service area, service hours, scheduling practices, and regional connections are positioned to meet current and anticipated mobility needs for community members traveling to healthcare, employment, education, essential services, and other major trip generators. The analysis will identify where service changes may be appropriate, including potential adjustments to demand-response service, expanded service hours, changes to the service area, commuter or regional connections, fixed-route opportunities, potential for microtransit or other flexible service models, that could address current or anticipated needs. We’ll look into park- and-ride opportunities, and coordination with other transportation providers as well. Microtransit Evaluation Based on future conditions assessment, Kimley-Horn team will define if microtransit is a suitable service alternative to fulfill service gaps. We will follow the process below in our analysis: Estimate Potential Service Area Demand. Using Replica data (a third-party dataset that uses cellphone, global positioning system (GPS), and other anonymized location-based sources to estimate travel demand down to the Census block group level), our team will identify: • Major travel flows • Key demand modes • Travel demand peaks Kimley-Horn will work with staff to identify service preferences, priorities, and assumptions that, when combined with the estimated service demand, will help identify the most appropriate service model that meets goals and the level of demand. Vehicle types, ADA accessibility, seating capacity, and preferred customer trip and wait times, will be used to establish whether different service models like, node-to-node, zonal, or curb-to-curb, etc., are most appropriate. Refine Service Area Boundary. We will identify areas with high trip demand, using geographic units—typically a Census block or a half-mile grid—and summarize the trips by trip mode, purpose, and time of day. Our analysis will help “trim” low density or low demand areas from potential zones, creating a refined, efficient zone. The analysis also will help highlight areas that would benefit from being included in a microtransit service area based on current trips. We will develop potential microtransit capture percentages or per capita trip rates for each Origin-Destination (OD) travel market using historical bus ridership data, as well as available mode share data from the County, LOS and from industry peers. We will use Remix to develop service zones and identify the potential trip capture and ridership. Develop Operating Model. By combining all data results with input from the public, staff, stakeholders, and operators, the Kimley-Horn team will define the service areas, operating hours, and passenger wait times that best meet the goals and needs. 129 Additionally, we will identify resources needed for implementation, funding sources, personnel, capital requirements, partnerships, and benefits and impacts to riders and current service. Regional Transportation Coordination Kimley-Horn will evaluate how UCT currently connects with regional transportation providers and where additional coordination could improve access, reduce service gaps, or support more efficient use of transportation resources. This review will consider existing connections, partnerships, transfer opportunities, service overlaps, regional travel patterns, and future transportation needs involving partners such as CATS/MPTA, Anson County Transportation, Mecklenburg County, CRTPO, NCDOT, Centralina Regional Council, neighboring transportation providers, and other regional organizations. The assessment will identify opportunities for stronger regional coordination, including coordinated scheduling, transfer points, shared resources, information sharing, technology integration, interagency agreements, or future service partnerships. Findings will help UCT and County leadership understand where regional coordination can improve mobility for Union County residents while avoiding duplication of services and ensuring that recommendations reflect realistic institutional, operational, and funding considerations. Fleet, Facilities and Capital Needs Kimley-Horn will develop a five-year capital outlook that identifies the fleet, facility, equipment, and technology investments needed to support UCT’s current operations and potential future service scenarios. The assessment will review vehicle quantities, fleet age and replacement needs, spare fleet requirements, accessible vehicle needs, vehicle types, future fleet growth, and potential opportunities related to alternative-fuel or electric vehicles, including associated charging or fueling infrastructure. The capital needs review will also consider UCT’s maintenance, administrative, driver, dispatch, parking, fueling/charging, passenger, and other facility needs, along with equipment and technology such as scheduling software, mobile technology, AVL/GPS, communications, data systems, real-time information, and customer-facing tools. This section will connect capital needs to the service scenarios, workforce requirements, funding outlook, and implementation roadmap so that recommended investments are practical, prioritized, and aligned with UCT’s operational and customer service goals. Workforce and Organizational Capacity Kimley-Horn will assess the workforce and organizational capacity needed for UCT to continue providing reliable service while preparing for future transportation needs. This review will consider current driver staffing, future driver needs under different service scenarios, recruitment and retention challenges, management and administrative staffing, training, cross-training, succession planning, technology skills, and regulatory or compliance responsibilities. The assessment will also identify areas where UCT may be vulnerable because critical institutional knowledge, compliance responsibilities, technology functions, or operational decision-making are concentrated among a limited number of employees. Findings from this task will help define the staffing, training, organizational structure, and administrative resources needed to support the recommended five-year service, capital, technology, and implementation strategies. 130 Financial Sustainability Kimley-Horn will develop a financial sustainability assessment that provides UCT and County leadership with a practical five-year outlook for operating, capital, and local funding needs. The analysis will review existing and potential federal, state, local, Medicaid/NEMT, and other revenue sources, as well as anticipated operating expenses, personnel costs, fuel, maintenance, technology, vehicle replacement, capital requirements, required local match, inflation, and other cost pressures. This work will identify potential funding challenges and opportunities before they become immediate constraints producing final recommendations that are financially realistic, implementable, and aligned with available and potential resources. Deliverables: - Transportation Needs Assessment and Financial Sustainability Memorandum - Needs and Opportunities Mapping - Municipalities Workshop Scenario Planning Building from the existing conditions assessment, market analysis, future transportation needs review, financial sustainability assessment, and stakeholder input, Kimley-Horn will develop a set of sequential planning scenarios that help UCT and County leadership understand different potential futures for the system. Each scenario will build on the prior scenario, beginning with the resources needed to maintain current service, then considering targeted improvements where demonstrated needs justify investment, and finally evaluating a more transformative approach that may include new service models, technology, fleet, facilities, regional connections, or expanded organizational capacity. For each scenario, Kimley-Horn will identify expected benefits, service implications, staffing and fleet needs, capital and operating costs, funding requirements, risks, and opportunities. Scenario 1 – Maintain Current System Scenario 1 will establish the baseline resources, costs, and operating conditions required for UCT to continue providing approximately the current level and type of service over the five-year planning horizon. This scenario will identify what it will take to maintain existing service quality, reliability, staffing, fleet availability, technology, customer service, and compliance responsibilities while accounting for inflation, vehicle replacement, operating cost increases, and changing demand. The purpose of this scenario is to define the minimum investment needed to sustain the current system and avoid service degradation. Scenario 2 – Moderate Growth Scenario 2 will build from the baseline by identifying moderate, targeted service improvements in areas where population growth, demographic needs, trip patterns, municipal input, and demonstrated demand indicate that additional transportation investment may be warranted. This scenario may include refinements to service hours, service area coverage, scheduling practices, demand-response operations, regional connections, customer information, limited new services or microtransit implementation. The emphasis will be on practical improvements that can be 131 implemented incrementally and supported by realistic staffing, fleet, capital, and funding assumptions. Scenario 3 – Strategic Expansion Scenario 3 will evaluate a more strategic expansion path for UCT that considers larger investments or new approaches needed to respond to long-term growth, emerging travel markets, regional mobility needs, and evolving customer expectations. This scenario may include new or expanded service models, such as microtransit, stronger regional partnerships, technology enhancements, additional fleet and facility investments, workforce expansion, or other capital and organizational improvements. The scenario will help County leadership understand the tradeoffs, benefits, costs, risks, and implementation requirements associated with a more ambitious future for UCT. Deliverable: − Scenario Planning Memorandum Community and Stakeholder Engagement Kimley-Horn will lead a focused community and stakeholder engagement process designed to identify current and future transportation needs, understand barriers to mobility, and gather input that can directly inform the Five-Year Strategic Plan. Engagement will be structured to move beyond general interest in “more transit” and instead document specific needs, such as trip purposes, origins and destinations, service gaps, access to healthcare, employment, education, essential services, regional travel, customer experience, and barriers faced by riders, transit- dependent populations, employers, healthcare providers, human service agencies, municipalities, and community organizations. Kimley-Horn will develop a Public Engagement Plan (PEP) outlining specific engagement objectives, activities, formats, and appropriate timing for the meaningful participation options for this project. Based on our experience conducting community engagement in similar settings we recommend: • Stakeholder Interviews and Focus Groups to gather input and understand community needs: one-on-one interviews (up to 6) or small-group sessions (up to 3) to gather input from key stakeholders. Our experience has shown us that virtual focus groups and interviews are better attended because they are more convenient for everybody involved. • Open House (2): this tool will be used to present the recommendations to the community and gather input. We recommend 2 different geographic locations for more convenient access. • Surveys (digital and printed): Kimley-Horn will design and execute a digital and printed survey as a key input into rider and non-ride perspectives in the function of the existing transit system. The survey will collect demographic information, travel patterns and behaviors, and service satisfaction. Kimley-Horn is responsible for the printing of the survey. • Collaterals: KH will produce materials to post on UCT website, and publicized the public meetings. 132 • Other materials: project flyer (PDF), boards (production and printing), and presentations (PPT) to use in the meetings. The information collected during the engagement process will be summarized in memorandum. Deliverables: • Draft and Final PEP (up to one round of consolidated comments each) • Rider and Community Survey • Community Engagement Events • Production of Materials • Community Engagement Summary (one round of consolidated comments) Strategic Priorities Based on the technical analysis, scenario planning, financial review, and community and stakeholder input, Kimley-Horn will identify a manageable set of strategic priorities to guide UCT over the next five years. These priorities may address service, fleet, facilities, technology, workforce, regional coordination, customer experience, funding, compliance, organizational capacity, and community partnerships. Each priority will be supported by a clear rationale that explains why it is important, the data or input supporting the need, the desired outcome, recommended actions, approximate timeframe, potential responsible party, potential funding source, and performance measure. This approach will help ensure the final plan focuses on achievable priorities that are meaningful to UCT, useful to County leadership, and connected to available resources. Five-Year Implementation Roadmap Kimley-Horn will translate the strategic priorities into a practical five-year implementation roadmap that identifies what should occur each year, the sequence of major actions, and the relationships among service, capital, technology, workforce, funding, and partnership recommendations. The roadmap will distinguish between immediate priorities, short-term actions, longer-term initiatives, and items that may require additional study before implementation. The implementation roadmap will be structured to avoid creating an unrealistic list of commitments. The strategic priorities will drive the recommendations that will be prioritized based on demonstrated need, expected benefit, cost, feasibility, local commitment, staffing capacity, funding availability, and the timing required to advance each action responsibly. This will provide UCT and County leadership with a clear, flexible guide for decision-making, budgeting, grant applications, and future service development. Performance Measures Kimley-Horn will identify a limited set of meaningful performance measures that UCT can use to evaluate whether the Five-Year Strategic Plan is advancing its intended outcomes. Measures may address service utilization, ridership, productivity, cost effectiveness, reliability, trip denials, customer satisfaction, vehicle availability, fleet condition, employee retention, grant funding, capital improvements, regional partnerships, and progress toward strategic priorities. 133 The performance measures will be designed to be practical, understandable, and useful for ongoing management rather than overly complex or difficult to maintain. Where appropriate, Kimley-Horn will identify the measure, purpose, potential data source, reporting frequency, and how the measure may be used to track implementation progress or inform future adjustments. Deliverables: • Five-Year Implementation Roadmap • Prioritized Action Plan • Performance Measures Framework Final Report The final Five-Year Strategic Plan will be developed as a forward-looking, data-driven, practical, and financially realistic document that supports UCT’s decision-making process. The final product will connect current conditions with anticipated growth, emerging mobility needs, service opportunities, funding considerations, and the resources required to move from planning to implementation. The plan will be organized to answer five core questions: where UCT is today, where Union County is going, what transportation needs those changes may create, what role UCT should play in addressing those needs, and how UCT can implement and measure progress over the next five years. Kimley-Horn will prepare a final report and executive summary that are clear, visually organized, and useful for both department management and County leadership. Deliverables: • Draft and Final Five-Year Strategic Plan • Executive Summary • Presentation-Ready Final Plan Materials Timeline The study will be performed in 12 months. Fee The lump sum fee for this task order is $219,156 Task Hours Cost 1 Project Management 108.0 $ 25,191 2 Existing Conditions 176.0 $ 34,646 3 Needs Assessment 126.0 $ 23,849 4 Scenario Planning 162.0 $ 29,809 5 Engagement 162.0 $ 31,037 134 6 Strategic Priorities 144.0 $ 30,115 7 Final Report 158.0 $ 32,187 Sub-Total 1,036 $ 206,834 Direct Expenses N/A $ 2,808 Office Expense N/A $ 9,514 Total $ 219,156 135 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-560 Agenda Date:10/19/2026 TITLE:..title August 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 August 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: $866.48 Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™136 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 ($31.38)$0.00 026 TAX ($8.85)$0.00 003 TAX ($2.96)$0.00 005 TAX ($1.26)$0.00 004 TAX ($10.87)$0.00 002 TAX ($74.77)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($135.66)$0.00 200 VEHICLE FEE ($30.00)$0.00 800 TAX $10.79 $0.00 026 TAX $9.77 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX $0.00 $0.00 600 TAX $86.92 $0.00 200 TAX ($224.97)$0.00 200 VEHICLE FEE ($30.00)$0.00 020 TAX $24.34 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($167.85)$0.00 200 VEHICLE FEE ($30.00)$0.00 023 TAX $18.01 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($19.66)$0.00 600 TAX ($29.74)$0.00 023 TAX ($8.26)$0.00 003 TAX ($1.85)$0.00 005 TAX ($0.79)$0.00 004 TAX ($6.81)$0.00 002 TAX ($46.86)$0.00 Refund 001 TAX $0.00 $0.00 600 TAX $94.61 $0.00 200 TAX ($244.87)$0.00 200 VEHICLE FEE ($30.00)$0.00 020 TAX $26.49 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund Refund Total $866.48 Situs error 8/4/2026 $0.00 $94.61 ($244.87) ($30.00) $26.49 $0.00 $0.00 $0.00 $0.00 $153.77 ($6.81) ($46.86) $113.97 UTILITY LINES CONSTRUCTION SERVICES LLC UTILITY LINES CONSTRUCTION SERVICES LLC 550 W 36TH ST TRAIL RD JASPER, IN 47546 Adjustment >= $100 0092137079 VR1035 PENDING 1136028717 Refund Generated due to adjustment on Bill #0092137079- 2026-2026-0000 ($19.66) ($29.74) ($8.26) ($1.85) ($0.79)885143952 Refund Generated due to adjustment on Bill #0092677507- 2026-2026-0000-00 Over Assessment 8/12/2026INDIAN TRAIL, NC 28079 Adjustment >= $100 0092677507 7A1861 PENDINGTHOMPSON, BRIAN WAYNE THOMPSON, BRIAN WAYNE 6102 WOODVINE CT $0.00 $0.00 $0.00 $179.84 $0.00 ($167.85) ($30.00) $18.01 $0.001009803120 Refund Generated due to adjustment on Bill #0092293285- 2026-2026-0000 Situs error 8/4/2026COLUMBIA, SC 29202 Adjustment >= $100 0092293285 MDM7199 PENDINGTERMINIX SERVICE INC. TERMINIX SERVICE INC.PO BOX 2627 $0.00 $0.00 $0.00 $0.00 $143.71 $0.00 $86.92 ($224.97) ($30.00) $24.341136028555 Refund Generated due to adjustment on Bill #0092241620- 2026-2026-0000 Situs error 8/4/2026INDIAN TRAIL, NC 28079 Adjustment >= $100 0092241620 MET5662 PENDINGREZAEE, MOHAMMAD REZAEE, MOHAMMAD 324 CHESTNUT PKWY 8/4/2026 $0.00 ($135.66) ($30.00) $10.79 $9.77 $0.00 $0.00 $0.00 $0.00 $145.10 ($74.77) $130.09 PHAM, HIEP THANH PHAM, HIEP THANH 4317 HORSESHOE BND MATTHEWS, NC 28104 Adjustment >= $100 0092311272 RLT5548 PENDING 1136028375 Refund Generated due to adjustment on Bill #0092311272- 2026-2026-0000 Situs error ($31.38) ($8.85) ($2.96) ($1.26) ($10.87) 761464800 Refund Generated due to adjustment on Bill #0092814724- 2026-2026-0000-00 Exempt Property 8/28/2026WAXHAW, NC 28173 Adjustment >= $100 0092814724 1E616 PENDINGPANTO, ANDREW SCOTT PANTO, ANDREW SCOTT 9507 BLACKGOLD CIR North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change Page 1 of 1 137 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-570 Agenda Date:10/19/2026 TITLE:..title Bid Rejection - IFB 2026-077 Union County Fairview Fire Training Facility INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director of Design and Construction, 704 -420-2626 ACTION REQUESTED: Approve the rejection of all bids received for IFB 2026-077, Union County Fairview Fire Training Facility, pursuant to N.C.G.S. § 143-129(b), based on a determination that rejection is in the best interest of Union County. PRIOR BOARD ACTIONS: None. BACKGROUND: On June 22, 2026, the Procurement Department partnered with Facilities and Fleet Management to issue an Invitation for Bid IFB 2026-077 UC Fairview Fire Training Facility. On August 6, 2026, 14 bids for the titled project were received. All bids were tabulated, reviewed and certified by Progressive Companies. The bids ranged from $ 1,923,539.00 - $ 2,821,037.56. Following bid opening and review, Facilities & Fleet Management determined that the bids received exceed the funds currently available for the project and recommending a bid award under the current solicitation is not in the County's best interest and recommends rejection of all bids. N.C.G.S. § 143-129(b) authorizes the Board of County Commissioners to reject any or all proposals for a reason determined by the Board to be in the best interest of the County. Because this solicitation is for construction in the formal bidding range, Board action is required to reject the bids. Facilities & Fleet Management therefore request that the Board authorize rejection of all bids received for IFB 2026-077. Following Board action, Procurement & Contract Management will notify the bidders and close out the solicitation. FINANCIAL IMPACT: Approval of this request will result in no contract award for this solicitation under the adopted Fire Training capital account 40080176. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™138 Union County, North CarolinaProcurement Conference Room, 610 Patton Ave, Monroe, NC JNC contractors License Bid BondNon-Collusion Affidavit Received? (Yes/No) Signed Bid FormAddenda Acknowledgement E-verify Affidavit Bid Total+ Contingency√ √ √ √ √ √$2,156,086.00√ √ √ √ √ √$2,333,100.00√ √ √ √ √ √$2,296,601.66√ √ √ √ √ √$2,161,500.00√ √ √ √ √ √$2,212,672.00√ √ √ √ √ √$2,420,000.00√ √ √ √ √ √$1,923,539.00√ √ √ √ √ √$2,564,100.00√ √ √ √ √ √$2,821,037.56√ √ √ √ √ √$2,030,246.90√ √ √ √ √ √$2,200,000.00√ √ √ √ √ √$2,198,900.00√ √ √ √ √ √$2,472,371.00√ √ √ √ √ √$2,635,600.00The signature below certifies that the bids tabulated herin are an accurate summary of the bids received and that any discrepancies to which the undersigned is aware have been idnetified and corrected.CERTIFIED BY:Dane Stivers, P.E.Miles-McClellanHarmon ConstructionHostetter & SonTungstenCompany NameGrahl Construction, LLCHoss Contracting, IncEasternEagle WoodLilesRushingD.A.P. ContractingPinnixHeartlandBid Opening TabulationIFB 2026-077 Fairview Fire Training Facility August 06, 2026 - 2:00 PMBids Opened and Recorded by: Juan Rodriguez-CruzReynolds CompanyThis item has been electronically signed and sealed by Dane A. Stivers using a Digital Signature and date. Printed copies of this document are not considered signed and sealed and the signature must be verified on any electronic copies.09/24/2026 10:55:34 AM139 Progressive Companies | Charlotte, NC | Detroit, MI | Grand Rapids, MI | weareprogressive.com August 19, 2026 Francisco Soto Facilities Project Manager Union County Government, Facilities Management 1407 Airport Road Monroe, NC 28110 Re: Engineering Recommendation for Award of Fire Trainer Structure UC Fairview Fire Training Facility IFB #2026-077 Francisco,: On August 6, 2026, at 2:00 PM bids were received for the UC Fairview Fire Trainer Facility. 14 bids were received. Eastern Contractors was the apparent low bidder. It is our recommendation to move forward with awarding the contract to Eastern Contractors. As always, feel free to contact me with any questions or comments. Sincerely, Dane Stivers, P.E. Progressive Companies 140 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-572 Agenda Date:10/19/2026 TITLE:..title Bid Award and Construction Contract - Union County EMS Renovation INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director of Design and Construction, 704 -420-2626 ACTION REQUESTED: Authorize the County Manager to negotiate and execute an agreement substantially consistent with the agenda item, 2) adopt Resolution Providing Notice of Construction of the Union County EMS Renovation. PRIOR BOARD ACTIONS: None. BACKGROUND: The scope of work consists of minor interior renovation of a former volunteer fire station to make the existing restrooms ADA compliant and to provide Union Emergency Medical Services with a touchdown space located at 7402 Concord Highway. The exterior improvements include repaving and striping the existing asphalt drive and parking lot. On August 12, 2026, the Procurement Department partnered with Facilities and Fleet Management to issue an Invitation for Bid IFB 2026-040 Union County EMS Renovation Project. On September 16, 2026, eight (8) bids for the titled project were received and processed. All bids were tabulated, reviewed and certified by C Design. The bids ranged from $280,400. to $418,214; staff recommends that the project be awarded to the lowest responsive, responsible bidder, H&C Contracting, Inc. in the amount of $280,400. FINANCIAL IMPACT: There are sufficient funds within the adopted capital account, Fairview EMS, 40080193 to support the construction contract amount of $280,400. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™141 DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID C Design IFB 2026-040 0604-0763 1 100% Construction Documents 02.16. 2026 00 11 13 Union County EMS Renovation UNION COUNTY, NORTH CAROLINA Union County EMS Renovation IFB 2026-040 ADVERTISEMENT FOR BIDS Sealed Bids for Union County EMS Station will be received by Union County Procurement and Contract Management, 610 Patton Avenue, Monroe, North Carolina 28110 until 2:00 PM local time on September 16, 2026, at which time the Bids received will be publicly opened and read. Late bids will not be accepted. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED – 2026-040” and shall be addressed to Union County Procurement and Contract Management, Attn: Juan Rodriguez-Cruz, 610 Patton Avenue, Monroe, NC 28110. A Non-Mandatory Pre-Bid meeting will be held on August 18, 2026, at 10:00 AM local time at 7402 Concord Hwy, Monroe NC. Attendance at this meeting is strongly encouraged. Scope of Work: Repaving the parking lot and renovating restrooms of a former volunteer fire station located at 7402 Concord Hwy, Monroe NC, 28110, for an EMS touchdown office. Specifically, the project will contain asphalt replacement for the drive and parking area with new striping. Interior renovation is limited to minimal renovations of the existing restroom facilities to operate as accessible, gender neutral single toilet rooms, and minimal reconfiguration of the corridor walls in that area. The Work includes coordinating with Union County Facilities and Fleet Management for access, security, and shutdowns. Bids will be received for a single prime Contract. Bids shall be on a lump sum basis as set forth in the Bid Form. All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Juan.Rodriguez-Cruz@unioncountync.gov). Deadline for questions is 5:00 PM local time on September 01, 2026. Questions will be addressed via Addenda no later than 7 days prior to bid date. The Issuing Office for the Bidding Documents is: C Design 1000 West Morehead Street, Suite 170 Charlotte, NC 28208 Joseph Humphrey Jhumphrey@cdesigninc.com 704.333.0091 Prospective Bidders may examine the Bidding Documents at Union County Procurement and Contract Management at 610 Patton Avenue, Monroe, North Carolina on Mondays through Fridays between the hours of 8:00 AM and 5:00 PM and may obtain copies of the Bidding Documents from the Issuing Office as described below. Bidding Documents are available in electronic or printed form from Duncan-Parnell via their bid room https://www.bidroom.duncan-parnell.com. Registration with Duncan-Parnell is required to obtain the bid documents. There is no charge for registration. Printed hard copies of the Bidding Documents can be ordered and shipped for an additional fee, which will depend on the number of sets, size of Drawings, applicable taxes, and shipping method selected by the prospective Bidder. The approximate costs of the Bidding Documents and shipping are non-refundable, and are as follows: 142 DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID C Design IFB 2026-040 0604-0763 2 100% Construction Documents 02.16. 2026 00 11 13 Union County EMS Renovation • Download (PDF) $143.00 plus tax • Printed Set and Digital Set $190.00 plus tax Partial sets of Bidding Documents will not be available from the Issuing Office. Neither Owner nor Engineer will be responsible for full or partial sets of Bidding Documents, including Addenda if any, obtained from sources other than the Issuing Office or Ducan-Parnell. Bidders must have a license to do work as a contractor in the State of North Carolina, as set forth under Article 1 chapter 87 of the North Carolina General statutes. The bidder’s North Carolina Contractor license number shall be designated on the outside of the sealed envelope containing the Bid. Bidders are required to provide a non-collusion affidavit, as set forth in the bidding documents. As provided by statute, a deposit of cash, cashier’s check or certified check on some bank or trust company insured by the Federal Deposit insurance Company, or a bid bond executed by corporate surety licensed under the laws of North Carolina to execute such bonds in the amount of 5% of the bid must accompany each bid. The payee shall be “Union County”. Said deposit shall guarantee that the Agreement will be entered into by the successful bidder if award is made. Such deposit may be held by Union County until the successful bidder has executed and delivered all required Contract documents to Union County. Union County reserves the right to reject any or all bids, including without limitation, nonconforming, nonresponsive, unbalanced, or conditional Bids. Owner further reserves the right to reject the Bid and Bidder whom they find, after reasonable inquiry and evaluation, to not be responsible. Owner may also reject the Bid and Bidder if the Owner believes that it would not be in the best interest of the Project to make an award to that Bidder. Owner also reserves the right to waive all informalities and technicalities not involving price, time, or changes in the Work and to negotiate, as allowed by law, contract terms with the Successful Bidder. Union County encourages good faith effort outreach to small business entities. END OF DOCUMENT 00 11 13 143 Invitation for Bid No. 2026-040 UC EMS Renovation ADDENDUM No. 1 ISSUE DATE: August 25, 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. 144 Page 2 of 2 Union County, North Carolina Addendum No. 1 IFB 2026-040 UC EMS Renovation Delete/Add/Replace Section 1. Add Add: An additional nonmandatory site visit will be held as follows: Date: Wednesday, August 26, 2026 Time: 2:00 p.m. Location: Union County EMS Station 7402 Concord Highway Monroe, NC 28110 The additional site visit is open to all interested bidders. Attendance is not mandatory but is strongly encouraged. End of Addendum No. 1 145 Invitation for Bid No. 2026-040 UC EMS Renovation ADDENDUM No. 2 ISSUE DATE: August 26, 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. 146 ADDENDUM 2 © C DESIGN # 0604-0763 00910 - 1 Union County EMS Renovation 08.26.2026 Union County EMS Renovation Union County, North Carolina OWNER: Union County C DESIGN Project No.: 0604-0763 Contract Document Date: February 16, 2026 Issue to: All Registered Planholders Addendum Date: August 26, 2026 A. NOTICE TO BIDDER 1. This Addendum is issued to the Conditions of the Contract and is hereby made part of the Contract Documents. The Addendum serves to clarify, revise, and supersede information in the Project Manual, the Drawings, and previously issued Addenda. 2. The Bidder shall acknowledge receipt of this Addendum in the appropriate space on the Form of Proposal. 3. The date for receipt of bids for this project is not changed by this Addendum and is at same location. B. REVISIONS TO PREVIOUS ADDENDA - NONE C. CHANGES TO SPECIFICATIONS 1. See changes to sheet specifications listed below. D. CHANGES TO DRAWINGS 1. Revised Sheet G3.01 a. Added scope, at the Owner’s request, for replacement of the existing aluminum storefront system. 2. Revised Sheet C1.00 a. Changed scope, at the Owner’s request, to retain signage. 3. Revised Sheet C3.00 a. Changed grass type, at the Owner’s request, to be Fescue Blend Sod. b. Changed scope, at the Owner’s request, to retain signage. 4. Revised Sheet C4.00 a. Changed scope, at the Owner’s request, to retain signage. 5. Revised Sheet A0.11 a. Removed Section 00 50 00 – Contracting Requirements b. Removed Section 01 10 00 – General Requirements c. Added Section 08 41 13 – Aluminum-Framed Entrances and Storefronts 6. Revised Sheet A0.12 a. Reorganization of page due to removed & added sections. 7. Revised Sheet A1.01 a. Added scope, at the Owner’s request, for replacement of the existing aluminum storefront system. 8. Revised Sheet A3.00 a. Added scope, at the Owner’s request, for replacement of the existing aluminum storefront system. 9. Revised Sheet A10.00 a. Added scope, at the Owner’s request, for replacement of the existing aluminum storefront system. b. Added alternate scope, at the Owner’s request, for tiling restrooms. 147 ADDENDUM 2 © C DESIGN # 0604-0763 00910 - 2 Union County EMS Renovation 08.26.2026 E. RESPONSES TO REQUESTS FOR INFORMATION - NONE C DESIGN ______________________________ Caden Norville 0604-0763/405 END OF ADDENDUM 148 ROOM 101 ROOM NAME ROOM NUMBER OCC. EXIT ACTUAL | EXIT WIDTH | OCC. EXIT CAPACITY | PANIC HARDWARE EXIT FROM SPACE OR FLOOR MOST REMOTE PATH OF EGRESS WITH DISTANCE LONGEST COMMON PATH OF EGRESS TRAVEL EXIT LIGHT FIRE ALARM CONTROL PANEL MRP 0'-0" LCP 0'-0" F.A.C. SURFACE MOUNTED FIRE EXTINGUISHERFE 0 34 171 - 1. 2. TOTAL BUILDING OCCUPANT COUNT= 29. FURNITURE LAYOUT SHOWN IS PRELIMINARY. ACTUAL LAYOUT TO BE DETERMINED BY OWNER. MRP = 71' - 5" LCP = 29' - 0" 69 34312 - 34 1712 - 34 1713 - STORAGE 012 MECH / ELEC 013 GARAGE 009 GARAGE 010 DINING/REC 020 KITCHEN 019 TOILET 018TOILET 017 WORK ROOM 021 OFFICE 022 CORRIDOR 015 SHWR 016 FE FE EXISTING CANOPY ABOVE EXISTING CANOPY ABOVE REPLACE DOOR TO MATCH EXISTING3417112- PLAN NORTHTRUE NORTH S H E E T I N F O R M A T I O NC DESIGN 704.333.0093 www.cdesigninc.com 1000 W Morehead Street, Suite 170, Charlotte, NC 28208 R E V I S I O N SS E A L SC O N S U L T A N TP R O J E C T I N F O R M A T I O NK E Y P L A NPROJECT NUMBER DATE Eric Simpson 704.238.7768 copyright 2026, C DESIGN INC.8/24/2026 4:32:23 PMG3.01 LIFE SAFETY PLAN EMS RENOVATION UNION COUNTY 0604-0763 02.16.2026 7402 Concord Hwy Monroe, NC, 28110 NTS LIFE SAFETY LEGEND & NOTES20 1/8" = 1'-0"01LEVEL 00 - LIFE SAFETY PLAN OCCUPANCY LOAD CALCULATION ROOM NUMBER ROOM NAME USE GROUP CATEGORY AREA AREA PER OCCUPANT OCCUPANCY LOAD B 015 CORRIDOR B 98 SF 100 GROSS 0.98 016 SHWR B 15 SF 100 GROSS 0.15 017 TOILET B 44 SF 100 GROSS 0.44 018 TOILET B 61 SF 100 GROSS 0.61 019 KITCHEN B 158 SF 100 GROSS 1.58 020 DINING/REC B 597 SF 100 GROSS 5.97 021 WORK ROOM B 438 SF 100 GROSS 4.38 022 OFFICE B 319 SF 100 GROSS 3.19 1729 SF 17.29 S-2 009 GARAGE S-2 1364 SF 300 GROSS 4.55 010 GARAGE S-2 1618 SF 300 GROSS 5.39 012 STORAGE S-2 302 SF 300 GROSS 1.01 013 MECH / ELEC S-2 81 SF 300 GROSS 0.27 3366 SF 11.22 5095 SF 28.51 1 08.19.2026 Owner Changes 1 08.26.2026 08/26/2026 149 548CONCORD HIGHWAY - US HIGHWAY 601100' PUBLIC R/WPC. N, FILE 687 100.00' PUBLIC R/W547548549550 5505505525515495485505535535 4 8 548551552549547546547546550549550 551 552 553 553 552 552 553 553 552 553553552551551552 553 553552551 552553 552 551 550 549 548 XXXXXXXXXXXX XXXXXXXXX XXXX S H E E T I N F O R M A T I O N C DESIGN704.333.0093www.cdesigninc.com1000 W Morehead Street, Suite 170, Charlotte, NC 28208R E V I S I O N S S E A L S C O N S U L T A N T P R O J E C T I N F O R M A T I O NK E Y P L A N PROJECT NUMBERDATEcopyright 2026, C DESIGN INC.Eric Simpson704.238.7768eric.simpson@unioncountync.govEMS RENOVATIONUNION COUNTY5019118802.16.20267402 Concord HwyMonroe, NC, 28110Dewberry Engineers Inc.NCBOLA #C-478NCBELS #F-09299300 Harris Corners Pkwy - Suite 220Charlotte, NC 28269Phone: 704.509.9918Fax: 704.509.9937www.dewberry.comKnow what'sbelow.before you dig.CallRREVISIONSEXISTING R/W (TYP.) EXISTING R/W (TYP.)EXISTING PROPERTY LINE (TYP.)CONTRACTOR SHALL REMOVE AND DISPOSE OF APPROXIMATELY 8860 SF OF EXISTINGASPHALT AND 2985 SF OF EXISTING GRAVEL. CONTRACTOR SHALL STOCKPILE ANDREUSE GRAVEL AS NEEDED - SEE SHEET C3.00 FOR FINAL LOCATION AND QUANTITY.CONTRACTOR SHALL REMOVE AND DISPOSE OFAPPROXIMATELY 170 SF OF EXISTING CONCRETECONTRACTOR SHALL PROTECT EXISTING CONCRETETO REMAIN THROUGHOUT CONSTRUCTIONCONTRACTOR SHALL PROTECT EXISTING FIREHYDRANT TO REMAIN THROUGHOUT CONSTRUCTIONCONTRACTOR SHALL ADJUST EXISTINGWATER VALVE TO BE FLUSH WITH FINISHEDGRADE. SEE SHEET C4.00 FOR ELEVATION.CONTRACTOR SHALL PROTECTEXISTING MAILBOX TO REMAINTHROUGHOUT CONSTRUCTIONCONTRACTOR SHALL PROTECT EXISTINGMETAL CANOPY AND COLUMNS TOREMAIN THROUGHOUT CONSTRUCTIONCONTRACTOR SHALL PROTECT EXISTING CONCRETE ANDHVAC UNIT TO REMAIN THROUGHOUT CONSTRUCTIONCONTRACTOR SHALL PROTECT EXISTING GASMETER TO REMAIN THROUGHOUT CONSTRUCTIONC1.00DEMO AND ESC PLAN10'0'20'1" = 10'PROPOSED CONCRETEWASHOUT (TYP.)PROPOSED CONSTRUCTIONENTRANCE (TYP.)PROPOSED INLETPROTECTION (TYP.)PROPOSED LIMITS OFDISTURBANCE (TYP.)PROPOSED ROCKOUTLET (TYP.)PROPOSED SILTFENCE (TYP.)NORTH ORIENTED TO NC GRID (NAD83/2011)LEGENDEXISTING PROPERTY LINE (TYP.)EXISTING PROPERTY LINE (TYP.)15' SIDE YARD40' REAR YARD 40' SETBACK 40' REAR YARD15' SIDE YARDPROPOSED LIMITS OF DISTURBANCE TO BEON PROPERTY LINE. CONTRACTOR SHALLINSTALL SILT FENCE ON PROPERTY LINE.EXISTING R/W (TYP.)CONTRACTOR SHALL PROTECT EXISTINGGRAVEL OUTSIDE LIMITS OF DISTURBANCE.STOCKPILE/STAGING AREATHE SOIL TYPE IS BaB FOR THIS SITE.THE DENUDED LIMITS ARE 0.32 AC.NORTHWEST PROPERTY CORNER:N: 508,029.7080E: 1,540,358.1290BENCHMARK (TOP OF FIRE HYDRANT):ELEV: 549.86NOTE:08189030UNION COUNTYDB 9128 PG 583ZONING: RA-40SCALE:CONTRACTOR SHALL PROTECT EXISTINGFLAGPOLE, SIGN AND LIGHTS TO REMAINTHROUGHOUT CONSTRUCTION1PROPOSED 15' X 75'SIGHT TRIANGLE (TYP.)PROPOSED 15' X 75'SIGHT TRIANGLE (TYP.)CONTRACTOR SHALL PROTECTEXISTING WATER LINE TO REMAINTHROUGHOUT CONSTRUCTIONCONTRACTOR SHALL SAWCUTEXISTING PAVEMENT (TYP.)Docusign Envelope ID: D104906C-80DC-8C80-81C2-97993B640C668/26/2026150 CONCORD HIGHWAY - US HIGHWAY 601100' PUBLIC R/WPC. N, FILE 687 VAN19.00' (TYP.) 9.00' (TYP.)19.00' (TYP.)8.00'8.00'9.00' (TYP.)7.00'100.00' PUBLIC R/WN 507,873E 1,540,359N 507,853E 1,540,370N 507,852E 1,540,388N 507,867E 1,540,457N 507,918E 1,540,411N 507,998E 1,540,395N 508,020E 1,540,335N 507,920E 1,540,335N 507,942E 1,540,367N 507,952E 1,540,354N 507,923E 1,540,335N 507,991E 1,540,366N 507,998E 1,540,339N 508,014E 1,540,334N 508,032E 1,540,329N 507,907E 1,540,3296.00'12.00'6.00'12.00'25.00'12.00'15.00' TAPER R3.00 '26.00'N 507,898E 1,540,361N 507,913E 1,540,3664.68'5.91' 6.00'6.00'N 507,870E 1,540,408N 507,870E 1,540,415R3.00'36.00'R50.00'R20.00'R30.00'R10.00 'R30.00'58.34'±30.50'N 507,907E 1,540,327N 508,032E 1,540,327WIDTH OF PROPERTY FRONTAGE: 180.27'VAN6.00' 6.00'5.91' 6.00' 11.75'7.00'3.06' 9.25'19.00'8.00'8.00'ADA ADAADAADAADA NORTH ORIENTED TO NC GRID (NAD83/2011) S H E E T I N F O R M A T I O N C DESIGN704.333.0093www.cdesigninc.com1000 W Morehead Street, Suite 170, Charlotte, NC 28208R E V I S I O N S S E A L S C O N S U L T A N T P R O J E C T I N F O R M A T I O NK E Y P L A N PROJECT NUMBERDATEcopyright 2026, C DESIGN INC.Eric Simpson704.238.7768eric.simpson@unioncountync.govEMS RENOVATIONUNION COUNTY5019118802.16.20267402 Concord HwyMonroe, NC, 28110Dewberry Engineers Inc.NCBOLA #C-478NCBELS #F-09299300 Harris Corners Pkwy - Suite 220Charlotte, NC 28269Phone: 704.509.9918Fax: 704.509.9937www.dewberry.comKnow what'sbelow.before you dig.CallRREVISIONSPROPOSED CONCRETE WHEEL STOP(TYP.) - SEE DETAIL ON SHEET C8.01PROPOSED 6" MONOLITHIC CONCRETESIDEWALK - SEE DETAIL ON SHEET C8.01EXISTING R/W (TYP.) EXISTING R/W (TYP.)CONTRACTOR SHALL TIE ASPHALTFLUSH WITH EXISTING CONCRETELEGENDEXISTING PROPERTY LINE (TYP.)CONTRACTOR SHALL TIE ASPHALTFLUSH WITH EXISTING PAVEMENTPROPOSED 24" THERMOPLASTICSTOP BAR (TYP.)APPROXIMATE LOCATION OFEXISTING COLUMNS (TYP.)PROPOSED SIDEWALK RAMP (TYP.)- SEE DETAIL ON SHEET C8.01PROPOSED DETECTABLE WARNINGPAD WITH TRUNCATED DOMES(TYP.) - SEE DETAIL ON SHEET C8.01PROPOSED 15' X 75'SIGHT TRIANGLE (TYP.)EXISTING DOOR (TYP.)C3.00SITE PLANEXISTING PROPERTY LINE (TYP.)EXISTING PROPERTY LINE (TYP.)PROPOSED FESCUEBLEND SOD (TYP.)PROPOSED FESCUEBLEND SOD (TYP.)BUILDING SHOWN FORINFORMATION ONLY - SEEARCHITECTURAL DRAWINGSFOR MORE INFORMATIONPROPOSED 175 SF OF GRAVEL(TYP.) - SEE DETAIL ON SHEET C8.01PROPOSED STANDARD DUTY ASPHALT(TYP.) - SEE DETAIL ON SHEET C8.01PROPOSED ADA PARKING SPACEAND ACCESS AISLE (TYP.)PROPOSED ADA SIGN MOUNTEDON FACE OF BUILDING - SEEDETAIL ON SHEET C8.01PROPOSED CONCRETEPAVEMENT - SEE DETAILON SHEET C8.0115' SIDE YARD40' REAR YARD 40' SETBACK 15' SIDE YARDEXISTING METAL BUILDINGCANOPY OVER SIDEWALK (TYP.)PROPOSED HEAVY DUTY ASPHALT(TYP.) - SEE DETAIL ON SHEET C8.01PROPOSED FESCUEBLEND SOD (TYP.)SITE ACCESSIBILITY INSETSCALE: 1" = 5'1.ANY REQUEST BY A GOVERNING AUTHORITY ORINSPECTOR TO ALTER THE ADA COMPLIANCEDETAILS OR REQUIREMENTS DEPICTED IN THE PLANSAND SPECIFICATIONS MUST BE DIRECTED TO THECONSTRUCTION MANAGER FOR AUTHORIZATION.ANY CHANGES MADE BY A PRIMARY ORSUB-CONTRACTOR WITHOUT AUTHORIZATION FROMTHE CONSTRUCTION MANAGER AND LATER FOUNDTO BE NON-COMPLIANT WITH THE DETAILS ASSHOWN IN THE PLANS AND SPECIFICATIONS WILL BEREMOVED AND REPLACED AND MADE FULLYCOMPLIANT REGARDLESS OF MAGNITUDE AT THEPRIMARY AND/OR SUB-CONTRACTOR'S EXPENSE.THE PRIMARY SHALL FOLLOW THE RFI PROCESS INESTABLISHING THE APPROVAL OR DENIAL OFCHANGES TO ADA RELATED DETAILS OR MOUNTINGDIMENSIONS.2.RE: GRADING PLAN SHEET C4.00 FOR FINAL GRADES.3.ALL NEW SIDEWALKS (INCLUDING SIDEWALKS TO BEREMOVED AND REPLACED) SHALL NOT EXCEED 2%CROSS SLOPE AND 5% RUNNING SLOPE. FORSIDEWALKS CONTAINED WITHIN THE PUBLIC R/W ANDWHEN ADJACENT STREET GRADES EXCEED 5% THENSIDEWALK RUNNING SLOPES MAY MATCH STREETGRADES.4.1/8" MAXIMUM DEPTH TO TOP OF SEALANT AND 1/8"MAXIMUM PROTRUSION TO TOP OF SEALANT ALONGADA ACCESS ROUTES.5.PRIVATE PROPERTY RAMPS SHALL HAVE THE FACEOF THE CURB TRANSITIONS PAINTED YELLOW.ADA GENERAL NOTESBUILDING SHOWN FORINFORMATION ONLY - SEEARCHITECTURAL DRAWINGSFOR MORE INFORMATIONPROPOSED VAN ACCESSIBLEADA PARKING SPACE (TYP.)PROPOSED ADA ROUTE (TYP.)40' SETBACK PROPOSED SIGHT DISTANCELINE (TYP.) - SEE SHEET C5.00SEE SITE ACCESSIBILITYINSET ON THIS SHEETFOR MORE INFORMATIONPROPOSED SIGHT DISTANCELINE (TYP.) - SEE SHEET C5.00PRIMARY ENTRANCENORTH ORIENTED TO NC GRID (NAD83/2011)LEGENDHATCH INDICATES AREAS OF FEDERALLY MANDATED 2% MAXIMUM SLOPE IN ALL DIRECTIONS WHEN MEASUREDWITH A 2' SMART LEVEL. THESE AREAS WILL BE FIELD VERIFIED BY THE OWNER. AREAS OUT OF COMPLIANCE WILLBE REMOVED AND REPLACED BY THE CONTRACTOR. (RE: SEE GRADING PLAN SHEET C4.00 FOR SPECIFIC GRADES)ACCESSIBLE PATH OF TRAVEL (RE: HATCHING FOR RUNNING & CROSS SLOPE REQUIREMENT)HATCH INDICATES AREAS OF FEDERALLY MANDATED 2% MAXIMUM CROSS SLOPE AND 5% MAXIMUM RUNNING SLOPE WHENMEASURED WITH A 2' SMART LEVEL. WHEN ADJACENT STREET GRADES EXCEED 5% AND SIDEWALKS ARE CONTAINED WITHIN THEPUBLIC R/W, THEN SIDEWALK RUNNING SLOPE CAN MATCH STREET GRADES. THESE AREAS WILL BE FIELD VERIFIED BY THEOWNER. AREAS OUT OF COMPLIANCE WILL BE REMOVED AND REPLACED BY THE CONTRACTOR. (RE: GRADING PLAN SHEET C4.00)HATCH INDICATES AREAS OF FEDERALLY MANDATED 2% SLOPE MAXIMUM CROSS SLOPE AND 1:12 MAXIMUM RUNNING SLOPEWHEN MEASURED WITH A 2' SMART LEVEL. THESE AREAS WILL BE FIELD VERIFIED BY THE OWNER. AREAS OUT OF COMPLIANCEWILL BE REMOVED AND REPLACED BY THE CONTRACTOR. (RE: GRADING PLAN SHEET C4.00 FOR SPECIFIC GRADES)ADAPROPOSED 4" WHITEPAINTED STRIPE (TYP.)PROPOSED 4" BLUEPAINTED STRIPE (TYP.)NORTHWEST PROPERTY CORNER:N: 508,029.7080E: 1,540,358.1290BENCHMARK (TOP OF FIRE HYDRANT):ELEV: 549.86NOTE:08189030UNION COUNTYDB 9128 PG 583ZONING: RA-4010'0'20'1" = 10'SCALE:PROPOSED 15' X 75'SIGHT TRIANGLE (TYP.)PROPOSED 6' X 12'ASPHALT TRANSITION TOEXISTING STREET (TYP.)1111CONTRACTOR SHALL SAWCUTEXISTING PAVEMENT (TYP.)Docusign Envelope ID: D104906C-80DC-8C80-81C2-97993B640C668/26/2026151 CONCORD HIGHWAY - US HIGHWAY 601100' PUBLIC R/WPC. N, FILE 687 VAN100.00' PUBLIC R/W7.00%547548549550 550550552551549548548551552549548547546547546550549550 551 552 553 553 552 552 553 553 552 553553552551551552 553 553552551 553 552 551 550 549 548548549 550 551 552 547551 5535535505 5 3 55 2AP 552.28AP 552.62AP 552.33AP 552.36AP 552.70AP 552.70AP 552.20AP 552.09AP 551.98AP 551.26AP 551.37AP 552.70AP 552.80CP 552.63AP 552.93AP 547.46553552551 AP 552.31AP 552.40AP 552.77LP 548.55552FFE 553.34FFE 553.32FFE 553.25548548549549550550551 549548549 7.00%7.00%VAN7.00'8.00' 8.00' 6.00' 6.00'19.00'9.00' 551551 553553AP 552.28AP 552.62AP 552.33AP 552.36AP 552.70AP 552.70AP 552.20AP 552.09AP 551.98AP 551.26AP 551.37AP 552.70AP 552.80CP 552.63AP 552.93553552551 5525.91'FFE 553.25FFE 553.34FFE 553.32SW 553.20SW 553.20FG 553.30EG 553.16SW 552.81SW 553.23SW 552.73SW 553.12SW 552.63SW 553.30SW 553.12SW 553.16SW 552.70SW 553.30SW 553.30SW 553.30SW 553.23SW 553.23S H E E T I N F O R M A T I O N C DESIGN704.333.0093www.cdesigninc.com1000 W Morehead Street, Suite 170, Charlotte, NC 28208R E V I S I O N S S E A L S C O N S U L T A N T P R O J E C T I N F O R M A T I O NK E Y P L A N PROJECT NUMBERDATEcopyright 2026, C DESIGN INC.Eric Simpson704.238.7768eric.simpson@unioncountync.govEMS RENOVATIONUNION COUNTY5019118802.16.20267402 Concord HwyMonroe, NC, 28110Dewberry Engineers Inc.NCBOLA #C-478NCBELS #F-09299300 Harris Corners Pkwy - Suite 220Charlotte, NC 28269Phone: 704.509.9918Fax: 704.509.9937www.dewberry.comKnow what'sbelow.before you dig.CallRREVISIONSC4.00GRADING PLANEXISTING R/W (TYP.) EXISTING R/W (TYP.)EXISTING PROPERTY LINE (TYP.)EXISTING PROPERTY LINE (TYP.)EXISTING PROPERTY LINE (TYP.)BUILDING SHOWN FORINFORMATION ONLY - SEEARCHITECTURAL DRAWINGSFOR MORE INFORMATION2%MAX2%MAX2%MAXPROPOSED ADA PARKING SPACE WITHMAX SLOPE OF 2% IN ALL DIRECTIONSNORTH ORIENTED TO NC GRID (NAD83/2011)LEGENDPROPOSED SIDEWALK RAMPPROPOSED SIDEWALK RAMPPROPOSED 6" MONOLITHIC SIDEWALK- SEE DETAIL ON SHEET C8.01PROPOSED 6" MONOLITHIC SIDEWALK- SEE DETAIL ON SHEET C8.01INSET ASCALE: 1" = 5'SEE INSET A ON THIS SHEETFOR MORE MORE DETAILAPSWEGFGNORTH ORIENTED TO NC GRID (NAD83/2011)CONTRACTOR SHALL TIE ASPHALTFLUSH WITH EXISTING PAVEMENTCONTRACTOR SHALL TIE ASPHALTFLUSH WITH EXISTING CONCRETECONTRACTOR SHALL ADJUST EXISTING WATERVALVE TO BE FLUSH WITH FINISHED GRADETHE SOIL TYPE IS BaB FOR THIS SITE.THE DENUDED LIMITS ARE 0.32 AC.NORTHWEST PROPERTY CORNER:N: 508,029.7080E: 1,540,358.1290BENCHMARK (TOP OF FIRE HYDRANT):ELEV: 549.86NOTE:PROPOSED LIMITS OFDISTURBANCE (TYP.)EXISTING PROPERTY LINE (TYP.)PROPOSED LIMITS OF DISTURBANCEON PROPERTY LINE (TYP.)08189030UNION COUNTYDB 9128 PG 583ZONING: RA-40PROPOSED ADA ACCESS AISLE WITHMAX SLOPE OF 2% IN ALL DIRECTIONS15' SIDE YARD40' REAR YARD 40' SETBACK 15' SIDE YARD15' SIDE YARD40' SETBACK 2%MAXCPLPAPPROXIMATE LOCATION OFEXISTING COLUMNS (TYP.)EXISTING METAL BUILDINGCANOPY OVER SIDEWALK (TYP.)FFE10'0'20'1" = 10'SCALE:1PROPOSED DRIVEWAY - SEE SHEETC5.01 FOR DRIVEWAY PROFILEDocusign Envelope ID: D104906C-80DC-8C80-81C2-97993B640C668/26/2026152 S H E E T I N F O R M A T I O NC DESIGN 704.333.0093 www.cdesigninc.com 1000 W Morehead Street, Suite 170, Charlotte, NC 28208 R E V I S I O N SS E A L SC O N S U L T A N TP R O J E C T I N F O R M A T I O NK E Y P L A NPROJECT NUMBER DATE Eric Simpson 704.238.7768 copyright 2026, C DESIGN INC.8/24/2026 4:32:24 PMA0.11 SHEET SPECIFICATIONS EMS RENOVATION UNION COUNTY 0604-0763 02.16.2026 7402 Concord Hwy Monroe, NC, 28110 NTSSHEET SPECIFICATIONS01 1 08.19.2026 Owner Changes 1 08.26.2026 08/26/2026 153 S H E E T I N F O R M A T I O NC DESIGN 704.333.0093 www.cdesigninc.com 1000 W Morehead Street, Suite 170, Charlotte, NC 28208 R E V I S I O N SS E A L SC O N S U L T A N TP R O J E C T I N F O R M A T I O NK E Y P L A NPROJECT NUMBER DATE Eric Simpson 704.238.7768 copyright 2026, C DESIGN INC.8/24/2026 4:32:25 PMA0.12 SHEET SPECIFICATIONS EMS RENOVATION UNION COUNTY 0604-0763 02.16.2026 7402 Concord Hwy Monroe, NC, 28110 NTSSHEET SPECIFICATIONS01 1 08.19.2026 Owner Changes 1 08.26.2026 08/26/2026 154 ALIGNFD GARAGE 009 STORAGE 012 MECH / ELEC 013 CORRIDOR 015 SHWR 016 TOILET 017 TOILET 018 018XG1-3A G1-3ACLEAR6' - 2"TA-2A TA-3A TA-1A TA-3A TA-2A TA-1A F1-1A F1-1A VIF 1' - 6" MIN.2' - 2" 1" MIN. GARAGE 010 NEW ALUMINUM STOREFRONT SYSTEM AND ENTRANCE 020XFLOOR DRAIN NEW CONSTRUCTION / PARTITION FE SURFACE MOUNTED FIRE EXTINGUISHER EXISTING CONDITIONS / CONSTRUCTION TO REMAIN EXISTING BUILDING - NIC 1. 2. 3. 4. 5. 6. 7. THESE DRAWINGS HAVE BEEN DEVELOPED FROM EXISTING DRAWINGS WHICH MAY NOT REFLECT ACTUAL FIELD CONDITIONS. VERIFY THESE DRAWINGS WITH EXISTING FIELD CONDITIONS AND NOTIFY THE ARCHITECT IMMEDIATELY OF INCONSISTENCIES BETWEEN THEM AND ACTUAL CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION. WHERE EXISTING CONDITIONS ARE REMOVED OR DISTURBED PATCH, REPAIR & PREPARE REMAINING AS REQUIRED TO RECEIVE NEW CONSTRUCTION AND/OR FINISH. PATCH AND REPAIR EXISTING RATED PARTITIONS, FLOORS, ROOFS, AND ASSEMBLIES AS NECESSARY TO MAINTAIN THE REQUIRED SEPARATION (UNO). PARTITIONS ARE DIMENSIONED FROM COLUMN GRID LINE TO FINISH FACE OR FROM FINISH FACE TO FINISH FACE (UNO). ALL DIMENSIONS SHALL BE FIELD VERIFIED PRIOR TO PROCEEDING WITH CONSTRUCTION. CLEAN, PATCH, AND PREPARE EXISTING FLOORS, PARTITIONS, CEILINGS, ETC. TO REMAIN AS REQUIRED TO RECEIVE NEW SCHEDULED FINISHES. PROVIDE IN PARTITION BLOCKING AS REQUIRED TO SUPPORT MILLWORK AND SHELVING. BLOCKING SHALL BE FIRE RETARDANT TREATED (FRT) PER 2018 NCSBC SECTION 603. CORRIDOR 015 SHWR 016 TOILET 017 TOILET 018 EXISTING HVAC EQUIPMENT TO REMAIN GARAGE 009 GARAGE 010 MECH / ELEC 013 STORAGE 012 REMOVE WOOD PANELING OFFICE 011 1 1 REMOVE EXISTING STOREFRONT SYSTEM AND ENTRANCE EXISTING CONDITIONS / CONSTRUCTION TO REMAIN EXISTING BUILDING - NIC EXISTING DOOR TO REMAIN CONDITIONS / CONSTRUCTION TO BE REMOVED DOOR TO BE REMOVED DEMO FLOORING 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. DEMOLITION NOTES ARE TO DEFINE INTENT. DEMOLITION SHALL INCLUDE ALL ITEMS INDICATED ON THE PLANS AND ALL OTHER ITEMS REQUIRED TO BE DEMOLISHED IN ORDER TO ACCOMPLISH NEW CONSTRUCTION AND FINISHES INDICATED ELSEWHERE ON THE ENTIRE SET OF CONTRACT DOCUMENTS. ALL CONTRACTOR(S), SUBCONTRACTORS AND VENDORS TO FIELD VERIFY ALL REQUIREMENTS PRIOR TO DEMOLITION. CONTRACTOR IS RESPONSIBLE FOR ALL CUTTING, FITTING AND PATCHING OF THE WORK NECESSARY TO MAKE SEVERAL PARTS FIT TOGETHER PROPERLY AND PERMIT INSTALLATION OF REPLACEMENT WORK BY HIS OWN FORCES OR HIS SUBCONTRACTORS, AND TO FULLY REPAIR AND REFINISH DISTURBED STRUCTURE AND SURFACES. CONTRACTOR SHALL VERIFY WITH THE OWNER WHICH ITEMS ARE TO BE SALVAGED AND TURNED OVER TO THE OWNER. THESE ITEMS INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: ALARM SYSTEM DEVICES, CEILING GRID AND TILE, LIGHT FIXTURES, DOORS, DOOR FRAMES, SIDELIGHT FRAMES, AND MILLWORK COUNTER TOPS / CABINETRY. WHERE EXISTING TOILET FIXTURES, URINALS, LAVATORIES, AND/OR ELECTRIC WATER COOLERS ARE SCHEDULED TO BE REMOVED, CUT, SEAL, AND CAP ALL PIPE AND CONDUIT BEHIND FACE OF PARTITIONS AND/OR FLOOR. DOORS, DOOR HARDWARE, DOOR FRAMES, LIGHT FIXTURES, EXIT SIGNS, FIRE EXTINGUISHER CABINETS, GLASS AND OTHER CONSTRUCTION ITEMS SALVAGED DURING DEMOLITION, WHICH MEET THE REQUIREMENTS OF CONTRACT DOCUMENTS AND BUILDING STANDARDS, MAY BE RE-USED IN THE NEW CONSTRUCTION AT THE DISCRETION OF THE GENERAL CONTRACTOR. REMOVE EXISTING FLOOR FINISH & WALL BASE IN AREA OF CONSTRUCTION U.N.O. CLEAN, PATCH, REPAIR, & PREPARE SURFACES AS REQUIRED TO RECEIVE NEW CONSTRUCTION OR SCHEDULED FINISH. EXISTING FLOOR SUBSTRATE TO REMAIN. PREPARE SURFACE AS NECESSARY TO RECEIVE SPECIFIED FINISH. REMOVE ABANDONED JUNCTION BOXES, COVER PLATES, FIRE PULL STATIONS, CARD READERS, ETC AND ASSOCIATED ACCESSORIES (UNO). PATCH, REPAIR, AND PREPARE REMAINING TO RECEIVE SCHEDULED FINISHES. ALL LIFE SAFETY SYSTEMS (FIRE ALARM, EGRESS LIGHTING & EXIT SIGNS AS APPLICABLE) SHALL BE MAINTAINED OPERATIONAL THROUGHOUT CONSTRUCTION. CONTRACTOR SHALL COMPLY WITH CHAPTER 33 OF THE NCBC, INVOLVING THE MAINTENANCE OF THE MEANS OF EGRESS, AUTOMATIC SPRINKLER SYSTEMS, AND FIRE EXTINGUISHER REQUIREMENTS AND PROVIDE NON-COMBUSTIBLE BARRIERS BETWEEN THE CONSTRUCTION ZONE AND ADJACENT OCCUPANTS THROUGHOUT CONSTRUCTION. REMOVE AND REINSTALL EXISTING FIXTURES / EQUIPMENT TO REMAIN AS REQUIRED TO INSTALL SCHEDULED FINISHES. 1.REMOVE EXISTING WOOD WALL PANELS. VERIFY SUBSTRATE CONDITION. WHERE GYP. BD. EXISTS, PREPARE AND REFINISH FOR NEW WALL FINISH PER SPECIFICATIONS. REPLACE WITH PARTITION TYPE F5-2A OR REPAIR AS REQUIRED FOR UNIFORM FINISH. IF GYP. BD. IS MISSING, USE F1-1A AS SHOWN ELSEWHERE IN THE PLANS. 1 PLAN NORTHTRUE NORTH S H E E T I N F O R M A T I O NC DESIGN 704.333.0093 www.cdesigninc.com 1000 W Morehead Street, Suite 170, Charlotte, NC 28208 R E V I S I O N SS E A L SC O N S U L T A N TP R O J E C T I N F O R M A T I O NK E Y P L A NPROJECT NUMBER DATE Eric Simpson 704.238.7768 copyright 2026, C DESIGN INC.8/24/2026 4:32:26 PMA1.01 FLOOR PLAN & DEMO PLAN EMS RENOVATION UNION COUNTY 0604-0763 02.16.2026 7402 Concord Hwy Monroe, NC, 28110 1/4" = 1'-0"01FLOOR PLAN NTS FLOOR PLAN LEGEND10 NTS FLOOR PLAN NOTES05 1/4" = 1'-0"11DEMOLITION FLOOR PLAN NTS DEMOLITION FLOOR PLAN LEGEND20 1 08.19.2026 Owner Changes NTS DEMOLITION PLAN NOTES & KEYNOTES15 1 1 08.26.2026 08/26/2026 155 1. REFER TO ENLARGED FLOOR PLANS AND ELEVATIONS FOR LOCATIONS AND QUANTITIES. 2.REINFORCE PARTITIONS AND STALL PANELING AS REQUIRED BY ACCESSORY MANUFACTURER RECOMMENDATIONS. 3.PROVIDE CONTINUOUS BRACKET FOR URINAL SCREENS. TA-1A MIRROR (BOBRICK - B-290 1836)CF/CI TA-2A WALL MOUNTED MANUAL SOAP DISPENSER (GEORGIA PACIFIC - 53057)OF/CI TA-3A SURFACE MOUNTED TOILET PAPER DISPENSER (GEORGIA PACIFIC - 56784A)OF/CI TA-4A SURFACE MOUNTED SANITARY NAPKIN DISPENSER (BOBRICK - B-254)OF/CI TA-5A MANUAL SURFACE MOUNTED PAPER TOWEL DISPENSER (BOBRICK - B-262)OF/CI TA-7 GRAB BAR - 18" (BOBRICK - B6806.99X18)CF/CI TA-8 GRAB BAR - 36” (BOBRICK - B6806.99X36)CF/CI TA-9 GRAB BAR - 42” (BOBRICK - B6806.99X42)CF/CI TA-10 UNDERLAVATORY GUARD (TRUEBRO LAVGUARD 2)CF/CI TA-11 SHOWER SEAT (BOBRICK - B-5181)CF/CI TA-12A SHOWER CURTAIN ROD (BOBRICK - B-207)CF/CI TA-13 CLOTHES HOOK (BOBRICK - B-672)CF/CI TA-14 TOWEL BAR (BOBRICK - B-6737)CF/CI TA-15 TOILET SEAT COVERS (BOBRICK - B-221)CF/CI TA-17 RECESSED OR SEMI-RECESSED NAPKIN/TAMPON VENDOR (BOBRICK - B-3706)CF/CI DELIVERY METHOD OWNER FURNISHED / OWNER INSTALLED OWNER FURNISHED / CONTRACTOR INSTALLED CONTRACTOR FURNISHED / CONTRACTOR INSTALLED TA-9 TA-7 TA-10 4' - 0"3' - 0"1' - 6"1' - 6" 3' - 0" TA-7 TA-4A TA-3A 4' - 0"2' - 1"4"3' - 0"(1'-3" MIN)1' - 9"1' - 6"3' - 0"3' - 6" MIN.12" MAX. 3' - 4" ACCESSIBLE FLOOR MOUNTED TOILETS1' - 3"4"3' - 0"1' - 3"(1'-3" MIN)1' - 9"2' - 1"TA-4A TA-3A STANDARD FLOOR MOUNTED TOILETS 15" MIN.2' - 10" MAX.4"3' - 4"3' - 0"TA-1A TA-2A 2' - 10"TA-2A TA-1A 6"48" MAX.DISPENSING POSITION TA-5A DISPENSING POSITION TA-5B 6"48" MAX.2"2"VARIES2"2"1/2"COORDINATE WITH PARTITION1/2"6" TYP. MIN. 1' - 6" MIN. 1' - 0" D1 D2SEE SCHEDULESEE SCHEDULE SEE SCHEDULESEE SCHEDULE 10"6"6" F1SEE SCHEDULE2"2"SEE SCHEDULE 2" CONTINUOUS SEALANT BOTH SIDES (TYPICAL) HOLLOW METAL FRAME DOOR AS SCHEDULED H1 HOLLOW METAL FRAME DOOR AS SCHEDULED CONTINUOUS SEALANT BOTH SIDES (TYPICAL J1 THRU-WALL FLASHING/ DRIP FLASHING DOOR AS SCHEDULED EXTERIOR ALUMINUM FRAME CONTINUOUS SEALANT AND BACKER ROD, BOTH SIDES (TYPICAL) H11 DOOR AS SCHEDULED EXTERIOR STOREFRONT SYSTEM CONTINUOUS SEALANT AND BACKER ROD BOTH SIDES (TYPICAL) TREATED WOOD SHIM J11 DOOR SCHEDULE ROOM NAMEROOM NUMBERDOOR TAGDOOR WIDTHDOOR HEIGHTDOOR THICKNESSDOOR ELEVATIONDOOR MATERIALFRAME ELEVATION FRAME MATERIAL FRAME HEAD FRAME JAMB HARDWARE SET SCHEDULED NOTES TOILET018018X3' - 0"7' - 0"0' - 1 3/4"D1HM F1 HM H1 J1 1 DINING/REC020020X3' - 0"7' - 0"0' - 1 3/4"D2HM/GLASS F1 HM H11 J11 ETR EXISTING HARDWARE TO REMAIN 1/2" = 1'-0"13MINIMUM DOOR CLEARANCES 6" = 1'-0"14 DOOR JAMB DIMENSIONS S H E E T I N F O R M A T I O NC DESIGN 704.333.0093 www.cdesigninc.com 1000 W Morehead Street, Suite 170, Charlotte, NC 28208 R E V I S I O N SS E A L SC O N S U L T A N TP R O J E C T I N F O R M A T I O NK E Y P L A NPROJECT NUMBER DATE Eric Simpson 704.238.7768 copyright 2026, C DESIGN INC.8/24/2026 4:49:17 PMA3.00 STANDARD MOUNTING HEIGHTS, DOOR SCHEDULE, ELEVATION & FRAME TYPE EMS RENOVATION UNION COUNTY 0604-0763 02.16.2026 7402 Concord Hwy Monroe, NC, 28110 NTS TOILET NOTES AND LEGEND20 1/2" = 1'-0"10 ACCESSIBLE FLOOR MOUNTED TOILETS 1/2" = 1'-0"15 FLOOR MOUNTED TOILETS 1/2" = 1'-0"05 STANDALONE SINK 1/2" = 1'-0"04 PAPER TOWEL DISPENSER NTSDOOR SCHEDULE17 NTSDOOR ELEVATIONS08 NTS DOOR FRAME ELEVATIONS09 1. 2. GENERAL HARDWARE NOTES: ALL HARDWARE SHALL BE ICC A117.1 & NCSBC CHAPTER 11 COMPLIANT. ALL HARDWARE SHALL PERMIT FREE EGRESS (UNO). HARDWARE SET 1 (PRIVACY): (1) PRIVACY FUNCATION LOCKSET (3) HINGES (1) SURFACE CLOSER (1) WALL STOP (1) THRESHOLD (1) DOOR SWEEP (1) GASKETING (1) OCCUPANCY INDICATOR NTS06DOOR JAMB DETAILS 1 08.19.2026 Owner Changes NTS11DOOR HEADER DETAILS 1 1 1 1 VIFVIF 08.26.2026 08/26/2026 156 RESILIENT BASE RB-1MANUFACTURER:ROPPE STYLE:TRADITIONAL RUBBER WALL BASE MATERIAL:THERMOSET VULCANIZED RUBBER COLOR:114 LUNAR DUST HEIGHT:4" NOTE:STRAIGHT ROLLED GOODS EQUAL 1:BURKE EQUAL 2:JOHNSONITE PAINT, LATEX EG-SHELL PLE-1MANUFACTURER:SHERWIN WILLIAMS COLOR:SNOWBOUND (SW 7004) PRIMER:PROMAR 200 ZERO VOC,B28W2600 TOP COAT:PROMAR 200 ZERO VOC, B30-2600 NOTES:FIELD PAINT APC-1MANUFACTURER:USG MARS STYLE:CLIMAPLUS PERFORMANCE TEXTURE:SMOOTH EDGE:SLT SIZE:24" X 24" X 3/4" COLOR:WHITE GRID:USG DONN, FLAT WHITE, DXAS, 15/16" TEE SYSTEM NOTE: CONTACT: ACOUSTICAL PANEL CEILING PFTB-1MANUFACTURER:EMSER STYLE:NOVALES COLOR:LUNA SIZE:3" X 12" FINISH:MATTE GROUT COLOR:MAPEI KERAPOXY CQ - 5107 IRON GROUT JOINT WIDTH:1/8" OR PER MANUF. INSTRUCTIONS EQUAL 1:TRINITY SURFACES EQUAL 2:DALTILE NOTE:BID ALTERNATE FOR RB-1 INTERIOR PAINTING PORCELIAN TILE BASE CEILINGS SEALED CONCRETE FINISHING SC-1MANUFACTURER:SHERWIN WILLIAMS PRODUCT:WATERBOURNE FLOOR FINISHES WALL FINISHES CEILING FINISHES PORCELIAN TILE FLOORING PFT-1MANUFACTURER:EMSER STYLE:NOVALES COLOR:LUNA SIZE:12" X 24" GROUT COLOR:MAPEI KERAPOXY CQ - IRON 5107 GROUT JOINT WIDTH:1/8" OR PER MANUF. INSTRUCTIONS EQUAL 1:TRINITY SURFACES EQUAL 2:DALTILE NOTE:BID ALTERNATE FOR SC-1 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. INTERIOR FINISHES SHALL MEET THE REQUIREMENTS OF SECTION 803.11 OF THE 2018 NCSBC AND TABLE 803.3 OF THE 2015 IFC. PER SECTION 803.5 OF THE 2018 NCSBC, ALL TEXTILE WALL COVERINGS SHALL HAVE A CLASS A FLAME SPREAD INDEX IN ACCORDANCE WITH ASTM 84. UNIDENTIFIED COLORS AND FINISHES SHALL BE SELECTED AND APPROVED BY ARCHITECT THROUGH SUBMITTAL PROCESS. APPLY FEATHERED HYDRAULIC CEMENT UNDERLAYMENT AT FINISH TRANSITIONS TO PROVIDE A UNIFORM AND LEVEL SURFACE BETWEEN ADJACENT FLOOR ELEVATIONS. WALL COVER PLATES AND DEVICES SHALL BE WHITE UNLESS NOTED OTHERWISE, ALL WALL COVER PLATES AND DEVICES SHALL BLACK ON DARK ACCENT WALLS AS INDICATED (PLE- , CWT- ). INTERIOR SEALANT SHALL BE ARCHITECTURAL GRADE TO MATCH THE COLOR OF ADJACENT SURFACES. WHERE MORE THAN ONE FINISH IS ADJACENT COORDINATE SELECTION OF SEALANT WITH ARCHITECT PRIOR TO INSTALLATION. RECESSED WIREWAYS, ACCESS PANELS, GRILLES, ELECTRICAL PANELS, AND OTHER SUCH ARCHITECTURAL, ELECTRICAL, AND MECHANICAL DEVICES SHALL BE FINISHED TO MATCH ADJACENT WALL OR CEILING SURFACE (UNO). WHERE TWO OR MORE FINISHES APPEAR IN THE FINISH SCHEDULE FOR ONE SURFACE, REFER TO PLANS, ELEVATIONS, AND DETAILS FOR FINISH LOCATIONS AND DESIGNATIONS. ALL EXPOSED WALLCOVERING EDGES SHALL RECIEVE A WALLCOVERING TERMINATION PROFILE. NEW WOOD DOORS SHALL BE PAINTED OR STAINED TO MATCH EXISTING BASE BUILDING STANDARD (UNO). TRANSITION FLOOR FINISHES AT CENTER OF DOOR (UNO). GYP BD CEILING SURFACES SHALL BE PAINTED PLF-____ (UNO). GYP BD PARTITION SURFACES SHALL BE PAINTED PLE-1 (UNO). ANY EXISTING FINISHES DAMAGED AS A RESULT OF PROJECT WORK SHALL BE REPAIRED TO MATCH THE EXISTING FINISH. 1 PROVIDE PORCELAIN TILE FLOORING THROUGHOUT AREA AS BID ALTERNATE, IN LIEU OF BASE BID FINISH SC-1 AND RB-1; REPLACE SC-1 WITH PFT-1, AND RB-1 WITH PFTB-1 WHERE INDICATED. TOILET 018 RB-1 SC-1 PLE-1 CORRIDOR 015 RB-1 SC-1 PLE-1 / ETR TOILET 017 RB-1 SC-1 PLE-1 PLE - 1 STORAGE 012 - SC-1 PLE-1 11 1 020X018XCPT-1 EXISTING FLOOR TO REMAIN ROOM 101 BASE FINISH FLOOR FINISH WALL FINISH FINISH PLAN TAG FINISHES INSTALLATION DIRECTION SC-1 PLAN NORTHTRUE NORTH S H E E T I N F O R M A T I O NC DESIGN 704.333.0093 www.cdesigninc.com 1000 W Morehead Street, Suite 170, Charlotte, NC 28208 R E V I S I O N SS E A L SC O N S U L T A N TP R O J E C T I N F O R M A T I O NK E Y P L A NPROJECT NUMBER DATE Eric Simpson 704.238.7768 copyright 2026, C DESIGN INC.8/24/2026 4:32:26 PMA10.00 FINISH PLAN, LEGEND AND DETAILS EMS RENOVATION UNION COUNTY 0604-0763 02.16.2026 7402 Concord Hwy Monroe, NC, 28110 NTSFINISH LEGEND11 1/8" = 1'-0" 01/ A2.0101FINISH FLOOR PLAN NTS GENERAL FINISH NOTES & KEY NOTES15 NTS FINISH PLAN LEGEND10 1 08.19.2026 Owner Changes 1 1 1 1 1 08.26.2026 08/26/2026 157 Invitation for Bid No. 2026-040 Union County EMS Renovation ADDENDUM No. 3 ISSUE DATE: September 08, 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. 158 Project Number: 0763 Pre-Bid RFI Log Project Name: Union County EMS Renovation 9/8/2026 RFI Number RFI Description Discipline Response Required RFI Received from GC (Date)RFI Logged (Date)Forwarded for Review & Response (Date)RFI Response Returned (Date) RFI 1 I see in the Finish schedule it calls for ceramic tile but can't find anywhere on the plans where it goes.Arch 8/19/2026 8/19/2026 Refer to Keynote 1 on Sheet A10.00 for the location and extent of porcelain tile. RFI 2 Is the existing shower being torn out and is there a ceramic tile shower going back in? I don't see any details on that.Arch 8/19/2026 8/19/2026 The existing shower is to remain. No demolition, replacement, or new ceramic tile shower work is included in the Contract Documents. RFI 3 It states there is flooring to be removed in the storage room. Since the doors were locked we could not see what type of flooring was in there to be removed. Could you tell me what type of flooring is in there or provide a picture of the room with the flooring. Arch/Owner 8/19/2026 8/19/2026 Existing flooring in the storage room is carpet. Remove existing carpet and prepare the substrate as required for installation of the new flooring indicated in the Contract Documents. RFI 4 Is there wooden baseboard currently in the current storage room? Pictures of the room or another site visit may help when doors can be opened. Arch/Owner 8/19/2026 8/19/2026 Yes. Existing wood base trim is present in multiple locations within the storage room. Contractor shall verify existing conditions in the field and include removal where required to complete the Work indicated in the Contract Documents. RFI 5 No minority paperwork that we could see in the bid package. Will that be required for this job Owner 8/20/2026 8/20/2026 No. Minority business participation paperwork and good-faith-effort documentation are not required for IFB 2026-040. Recent changes to North Carolina law repealed the state HUB requirements that previously applied to public building projects. (8/20) RFI 6 Facility Operations: Please confirm whether the facility will remain occupied and operational throughout construction. Identify requirements for maintaining EMS and emergency-vehicle access, available restroom facilities, permitted utility shutdown durations, required advance notice, and any restricted work hours or phasing requirements. Owner 8/26/2026 8/26/2026 Building will not be occupied (8/26) RFI 7 Undercut and Unsuitable Materials: The documents do not establish a quantity or pricing method for unsuitable soil, rock excavation, or replacement structural fill. Please confirm whether bidders should carry a common allowance, stipulated quantity, or unit prices for this work. Civil 8/26/2026 8/26/2026 Yes, please carry an allowance and unit price for Unsuitable Soil Replacement (50 CY), Unsuitable Soil Undercut and Removal (50 CY) and Mass Rock Excavation (50 CY). RFI 8 Geotechnical Information: Please provide the geotechnical report or other subsurface information used as the basis for the earthwork and pavement design. If none is available, please confirm. Civil 8/26/2026 8/26/2026 There is no geotechnical report provided for this project. RFI 9 Geotechnical Testing: Please confirm whether the Owner will provide and pay for proof-roll observation, density testing, and other geotechnical testing. If contractor-provided testing is required, please identify the required services or allowance to be included. Civil/Owner 8/26/2026 8/26/2026 Owner will provide and pay for all 3rd party inspections. 159 RFI Number RFI Description Discipline Response Required RFI Received from GC (Date)RFI Logged (Date)Forwarded for Review & Response (Date)RFI Response Returned (Date) RFI 10 Fire Sprinklers: M1.01, Note 4 requires sprinkler piping relocation, but no fire- protection plans, specifications, head locations, or quantities are provided. Please define the required head and piping modifications and confirm responsibility for design, hydraulic calculations, permitting, testing, and inspections. Mech 8/26/2026 8/26/2026 This building is not sprinklered. General note 4 on sheet M1.01 is a generic note indicating all piping to be relocated as needed for any new mechanical equipment. RFI 11 Fire Alarm: The drawings contain fire-alarm symbols and require the existing system to remain operational, but no specific modifications are shown. Please define the required device, wiring, programming, testing, permitting, and system- interface scope, or confirm that no fire-alarm work is required. Arch/Elec 8/26/2026 8/26/2026 No modifications to the existing fire alarm system are indicated as part of this Work. Existing fire alarm devices and system components shall remain operational throughout construction. Existing exit signs and emergency lighting, if affected by the Work, shall be protected and maintained operational; coordinate any required temporary removal and reinstallation with the Owner. Contractor shall verify applicable electrical and life-safety requirements with the AHJ. RFI 12 Accessories: Please provide the final list of Owner-furnished accessories and identify which existing accessories are to be salvaged and reinstalled. Please also confirm whether any unavailable or unsuitable items are to be replaced by the Contractor. Arch/Owner 8/26/2026 8/26/2026 Refer to Toilet Accessory Schedule, 20/A3.00 for toilet accessory selections and delivery methods. Coordinate Owner-furnished or Contractor-furnished as indicated in the Contract Documents. No accessories are expected to be salvaged/reused. RFI 13 Existing Gravel: Please confirm the designated stockpile location for removed gravel, the quantity intended for reuse, and the required disposition of any surplus material. Civil 8/26/2026 8/26/2026 We don't anticipate the need for a large stockpile area. A staging area is shown on Sheet C1.00. It is the intent to mill and strip away the existing asphalt in the parking lot and leave the existing gravel in place to be supplemented with ABC as necessary. Gravel will need to be removed from proposed grass areas. Gravel can be used in areas identified as gravel on Sheet C3.00. Excess gravel shall be hauled off and disposed of. RFI 14 Flagpole: The documents require removal and reinstallation of the existing flagpole but do not provide complete installation details. Please confirm foundation, anchorage, and installation requirements. Civil/Arch 8/26/2026 8/26/2026 The flagpole is to remain in place. See latest addendum drawings. RFI 15 Flagpole Lighting: Please provide the fixture manufacturer/model or performance requirements, along with the required foundation, mounting, aiming, controls, electrical circuit, conduit, and wiring information. Civil/Elec/Arch 8/26/2026 8/26/2026 The flagpole is to remain in place. See latest addendum drawings. RFI 16 Light Fixtures: Please provide basis-of-design manufacturers and model numbers for fixture types L1, REM, and X so bidders can provide comparable products and pricing. Elec/Owner/Arch 8/26/2026 8/26/2026 X: Lithonia Lighting EDG/EDGR REM: Lithonia Lighting AFB *REM fixtures shall be wet location listed* L1: Metalux SkyRidge LED 2X2 *L1 fixtures shall be damp location listed* RFI 17 HVAC Testing and Balancing: Please confirm whether certified third-party testing and balancing is required for the modified HVAC system and provide the applicable reporting or certification requirements. Mech 8/26/2026 8/26/2026 A test and balance shall be performed for any new mechanical work. The T&B procedure shall be as indicated in the mechanical specification section 23 05 93. This section outlines the process, certifications and standards. As a deductive alternative, the contractor may provide less than what is outlined in the spec section for T&B, subjected to the approval of the owner. Approval must be before the T&B is performed. RFI 18 Final Completion: Please confirm the number of calendar days allowed between Substantial Completion and Final Completion, along with any other required interim milestones or phased-completion dates. Owner 8/26/2026 8/26/2026 Final Completion shall be achieved within 40 calendar days following Substantial Completion. No additional interim milestones or phased-completion dates are required. Union County EMS Reno 0604-0763 2 of 5 Updated: 9/8/2026 160 RFI Number RFI Description Discipline Response Required RFI Received from GC (Date)RFI Logged (Date)Forwarded for Review & Response (Date)RFI Response Returned (Date) RFI 19 Schedule: When is this portion of the work anticipated to take place during the overall duration of the project? Owner/Civil 8/28/2026 8/28/2026 The timing and sequencing of this portion of the Work shall be determined by the Contractor as part of its means and methods, subject to the Contract Time and coordination with the overall project schedule. RFI 20 Phasing: Is there any phasing required to keep the site operational for the owner during construction? If so, please provide a phasing plan for our review. Owner 8/28/2026 8/28/2026 No phasing is required. RFI 21 Existing Asphalt and Stone: For takeoff purposes, can you provide the existing thicknesses of the asphalt and stone areas scheduled for demolition? Also, please clarify how much of the existing stone should be carried in the bid as suitable for reuse. Civil 8/28/2026 8/28/2026 We recommend the contractor visit the site and determine what will be required to remove asphalt and stone and include it in their lump sum bid. Areas shown as gravel on Sheet C3.00 can be used for gravel. Any excess gravel and all asphalt shall be hauled off and disposed offsite. Existing stone base may be left in place but must be compacted and proof rolled. RFI 22 Unit Prices: Will unit prices be included in the proposal for undercutting and replacement of unsuitable soils? Civil/Owner 8/28/2026 8/28/2026 Yes, please carry an allowance and unit price for Unsuitable Soil Replacement (50 CY), Unsuitable Soil Undercut and Removal (50 CY) and Mass Rock Excavation (50 CY). RFI 23 Topsoil: In the proposed grassed areas, how many inches of topsoil are required? Civil 8/28/2026 8/28/2026 4" of topsoil is required RFI 24 Addenda: Addendum #2 was provided with the bid documents. Can you please provide Addendum #1? Owner/Arch 8/28/2026 8/28/2026 Addendum No. 1 was issued on 08/25 and provided as part of the bid documents. Addendum No. 1 included information regarding an additional site visit. RFI 25 Sitework Specifications: Are there project specifications associated with the sitework and grading that should be included in our bid? Civil 8/28/2026 8/28/2026 There is not a separate specifications manual; any specifications are included on the planset. RFI 26 Construction Entrance: The existing site is primarily asphalt and stone. Can a thin layer of construction entrance stone be placed over the existing surface instead of installing the full specified depth? Owner/Civil 8/28/2026 8/28/2026 It is fine to do this but remove the ballast stone and any existing asphalt underneath before paving the parking lot. RFI 27 There's an existing opening approximately 2'-0" x 1'-6" in the brick-finished wall in Office 011. (See attached photo). If infill is required, please provide a detail indicating the required repair method and materials. Due to the age and weathered condition of the existing masonry, an exact match to the surrounding brick may not be achievable. Please confirm the acceptable repair criteria and finish expectations for this condition. Arch/Owner 9/1/2026 9/1/2026 Opening should be finished on the interior and exterior with a blanked-off metal panel. Insulate with fiberglass batts, and continuously sealed at the perimeter. Detail will be provided in a future bulletin. RFI 28 The contract documents indicate that water piping is to be insulated and labeled with pipe identification. During the site visit, existing water piping within the project area (above ceiling) was observed without insulation or identification labeling. Please clarify whether insulation and pipe identification are required only for new piping provided under this project, or whether existing piping within the project area is also to be insulated and labeled. Plumb 9/1/2026 9/1/2026 All plumbing piping that is within the project area shall be insulated as required per code and our plumbing specifications. If any piping is subject to weather or freezing conditions, the piping must be insulated per spec section 22 07 00. All hot water piping needs to be insulated in accordance with the applicable sections of the International Energy Conservation Code. All piping shall be properly labeled. Any plumbing outside of the scope of this project is not subject to these requirements. RFI 29 Lastly, since there was no mention of any water heater work, the assumption is that we are maintaining the existing and that it is in good working condition.Plumb 9/1/2026 9/1/2026 The intent is to reuse the existing water heater. Any maintenance required to ensure the water heater is in good working condition shall be performed. RFI 30 I assume we are maintaining/relocating the existing vanity in toilet 017? The notes call for new sink P-2 with a specific description but the drawings seem to suggest existing to remain. Arch/Owner 9/1/2026 9/1/2026 Existing vanity in Toilet Room 017 is to be relocated as indicated. Provide new Sink P-2 at the relocated vanity location; the new sink is intended to replace the existing sink. RFI 31 What is the expected timeline for the start of construction? Owner 9/1/2026 9/1/2026 Construction is anticipated to begin following issuance of the Notice to Proceed, currently expected in January 2027. Union County EMS Reno 0604-0763 3 of 5 Updated: 9/8/2026 161 RFI Number RFI Description Discipline Response Required RFI Received from GC (Date)RFI Logged (Date)Forwarded for Review & Response (Date)RFI Response Returned (Date) RFI 32 Can you please clarify the gauge requirements for new wall studs and tracks?Arch 9/2/2026 9/2/2026 Refer to Specification Section 05 54 00, as included on Sheet A0.11, for requirements for new wall stud and track gauges. RFI 33 Is extra dirt cut during grading to be hauled-off or wasted onsite? Civil 9/2/2026 9/2/2026 We don't anticipate excess dirt being hauled off. If present it can be wasted onsite. Union County EMS Reno 0604-0763 4 of 5 Updated: 9/8/2026 162 Invitation for Bid No. 2026-040 Union County EMS Renovation ADDENDUM No. 4 ISSUE DATE: September 09, 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. 163 ADDENDUM NO. 04 1 Union County EMS Renovation Union County, Owner Project No.: 2026-040 Contract Document Date: February 16, 2026 Issue to: Bidders Addendum Date: September 09, 2026 A. NOTICE TO BIDDER 1.1 This Addendum is issued pursuant to the Conditions of the Contract and is hereby made part of the Contract Documents. The addendum serves to clarify, revise, and supersede information in the Project Manual, the Drawings, and previously issued Addenda. The Bidder shall acknowledge receipt of this Addendum in the appropriate space on the Bid Form. Failure to do so may subject the Bidder to disqualification. A list of attachments, if any, is part of this document. 1.2 Acknowledge receipt of this Addendum in the space provided in the Bid Form. Failure to do so may disqualify the Bidder. 1.3 The date for receipt of bids for this project is unchanged by this Addendum. Sealed Bids for Union County EMS Renovation will be received by the Union County Procurement Department until 2:00 PM local time on September 16, 2026 at the Union County Procurement Department, 610A Patton Avenue, Monroe, NC 28110. B. QUESTION AND ANSWER SECTION RFI 30 I assume we are maintaining/relocating the existing vanity in toilet 017? The notes call for new sink P-2 with a specific description, but the drawings seem to suggest existing to remain. Arch/Owner 9/1/2026 9/1/2026 Existing vanity in Toilet Room 017 is to be demolished as indicated. Provide new Sink P-2 at the new vanity location; the new sink is intended to replace the existing sink. END OF ADDENDUM 164 Bid Tabulation 22-Sep-2026 Union County EMS Renovation IFB 2026-040 CDI # 0604 0763 Surefire Construction Quinn Sales Inc, dba CustomBuilding Systems Envisicon Miles McClellan Jencon Builders Street Construction H&C Contracting Rushing Contracting Average 99993 NC6736 84520 63358 60763 107978 86078 85622 Y (20,911.00)Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y BASE BID $354,574.45 $336,500.00 $298,763.00 $271,150.00 $297,000.00 $259,000.00 $249,000.00 $251,984.00 $258,248.43 $35,457.45 $33,650.00 $29,876.00 $27,115.00 $29,700.00 $25,900.00 $24,900.00 $25,198.40 $25,825 $390,031.90 $370,150.00 $328,639.00 $298,265.00 $326,700.00 $284,900.00 $273,900.00 $277,182.40 $284,073.24 $28,182.10 $14,926.00 $10,516.00 $5,616.00 $4,363.00 $8,500.00 $6,500.00 $10,000.00 $9,825 $418,214.00 $385,076.00 $339,155.00 $303,881.00 $331,063.00 $293,400.00 $280,400.00 $287,182.40 $293,898.63 Architect Certification C Design Inc. 1000 West Morehead Street Suite 170 Charlotte, NC 28208 t 704.333.0093 f 704.333.0083 This is to certify that the bids tabulated herein were publicly opened and read aloud at time on Wednesday, September 16, 2026, at 610 Patton Avenue, Monroe, North Carolina 28110. TOTAL Phone Number NC License Number Bid Security (Y/N) or Amount Non-Collusion Affidavit Received (Y/N) Alternate 1 - Porcelain Tile Addendum 2 (Y/N) TOTAL WITH OWNER CONTINGENCY Addendum 3 (Y/N) Addendum 4 (Y/N) Owners Contingency (10%) Addendum 1 (Y/N) Bidder 165 166 167 168 169 1000 West Morehead Street, Suite 170 • Charlotte, NC 28208 • T: 704-333-0093 F: 704-333-0083 September 22, 2026 Revised September 28, 2026 Eric Simpson Project Manager | Facilities & Fleet Management Union County 1407 Airport Road Monroe, NC 28110 Reference: Union County EMS Renovation IFB no. 2026-040 Designer’s Bid Recommendation Dear Mr. Simpson: The bid opening for the above referenced project was conducted on September 16, 2026 at 2:00pm. With a receipt of 8 bids, H&C Contracting, Inc. submitted an apparent low Base Bid in the amount of $249,000, inclusive of allowances for Unsuitable Soil Replacement (50 CY), Unsuitable Soil Undercut and Removal (50 CY) and Mass Rock Excavation (50 CY). Union County has accepted Alternate #1 for porcelain tile in the restrooms. The additional $6,500.00 submitted by H&C and the 10% mandated construction contingency equates to a total contract sum of $280,400 which remains the low bid. Based on the bid results and their compliant response with the criteria set forth in the bid requirements, C Design Inc. recommends H&C Contracting for award of the Construction Contract. Please let us know if you have any questions regarding this recommendation. Regards, 09/28/2026 L. Joseph Humphrey, AIA (Date) Civic Market Leader | Principal CDI Project Number: 0604-0601/401 170 Document A101® – 2017 Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 1 ADDITIONS AND DELETIONS: The author of this document may have revised the text of the original AIA standard form. An Additions and Deletions Report that notes revisions to the standard form text is available from the author and should be reviewed. A vertical line in the left margin of this document indicates where the author has added to or deleted from the original AIA text. This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification. The parties should complete A101®–2017, Exhibit A, Insurance and Bonds, contemporaneously with this Agreement. AIA Document A201®–2017, General Conditions of the Contract for Construction, is adopted in this document by reference. Do not use with other general conditions unless this document is modified. ADDITIONS AND DELETIONS: The author of this document may have revised the text of the original AIA standard form. An Additions and Deletions Report that notes revisions to the standard form text is available from the author and should be reviewed. A vertical line in the left margin of this document indicates where the author has added to or deleted from the original AIA text. This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification. The parties should complete A101®–2017, Exhibit A, Insurance and Bonds, contemporaneously with this Agreement. AIA Document A201®–2017, General Conditions of the Contract for Construction, is adopted in this document by reference. Do not use with other general conditions unless this document is modified. AGREEMENT made as of the day of in the year (In words, indicate day, month and year.) BETWEEN the Owner: (Name, legal status, address and other information) Union County, North Carolina 500 N. Main Street Monroe, NC 28112 and the Contractor: (Name, legal status, address and other information) H&C Contracting, Inc. 13000 South Tryon Street, Suite F263 Charlotte, NC 28278 for the following Project: (Name, location and detailed description) Union County EMS Renovation 7402 Concord Hwy Monroe, NC 28110 The Architect: (Name, legal status, address and other information) C Design 1000 West Morehead Street, Suite 170 Charlotte, NC 28208 The Owner and Contractor agree as follows. 171 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 2 TABLE OF ARTICLES 1 THE CONTRACT DOCUMENTS 2 THE WORK OF THIS CONTRACT 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION 4 CONTRACT SUM 5 PAYMENTS 6 DISPUTE RESOLUTION 7 TERMINATION OR SUSPENSION 8 MISCELLANEOUS PROVISIONS 9 ENUMERATION OF CONTRACT DOCUMENTS EXHIBIT A INSURANCE AND BONDS ARTICLE 1 THE CONTRACT DOCUMENTS The Contract Documents consist of this Agreement, Conditions of the Contract (General, Supplementary, and other Conditions), Drawings, Specifications, Addenda issued prior to execution of this Agreement, other documents listed in Article 9 of this Agreement, and Modifications issued after execution of this Agreement, all of which form the Contract, and are as fully a part of the Contract as if attached to this Agreement or repeated herein. The Contract represents the entire and integrated agreement between the parties hereto and supersedes prior negotiations, representations, or agreements, either written or oral. An enumeration of the Contract Documents, other than a Modification, appears in Article 9. ARTICLE 2 THE WORK OF THIS CONTRACT The Contractor shall fully execute the Work described in the Contract Documents or reasonably inferable by the Contractor as necessary to produce the results intended by the Contract Documents, except as specifically indicated in the Contract Documents to be the responsibility of others. Except as expressly provided for in the Contract Documents to the contrary, the Contractor at its sole cost, risk, and expense shall construct, equip, provide, purchase, pay for, and furnish all of the Work in accordance with the Contract Documents and governmental codes and regulations as they apply to performance of the Work. ARTICLE 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION § 3.1 The date of commencement of the Work shall be: (Check one of the following boxes.) [ ]The date of this Agreement. [ X ]A date set forth in a notice to proceed issued by the Owner. [ ]Established as follows: (Insert a date or a means to determine the date of commencement of the Work.) 172 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 3 If a date of commencement of the Work is not selected, then the date of commencement shall be the date of this Agreement. § 3.2 The Contract Time shall be measured from the date of commencement of the Work. § 3.3 Substantial Completion § 3.3.1 Subject to adjustments of the Contract Time as provided in the Contract Documents, the Contractor shall achieve Substantial Completion of the entire Work: (Check one of the following boxes and complete the necessary information.) [ X ]Not later than Eighty ( 80 ) calendar days from the date of commencement of the Work. [ ]By the following date: § 3.3.2 Subject to adjustments of the Contract Time as provided in the Contract Documents, if portions of the Work are to be completed prior to Substantial Completion of the entire Work, the Contractor shall achieve Substantial Completion of such portions by the following dates: Portion of Work Substantial Completion Date § 3.3.3 If the Contractor fails to achieve Substantial Completion as provided in this Section 3.3, liquidated damages, if any, shall be assessed as set forth in Section 4.5. ARTICLE 4 CONTRACT SUM § 4.1 The Owner shall pay the Contractor the Contract Sum in current funds for the Contractor’s performance of the Contract. The Contract Sum shall be Two Hundred Eighty Thousand, Four Hundred Dollars and Zero Cents ($ 280,400.00 ), subject to additions and deductions as provided in the Contract Documents. § 4.2 Alternates § 4.2.1 Alternates, if any, included in the Contract Sum: Item Price Alternate No. 01 - Porcelain Tile $6,500.00 § 4.2.2 Subject to the conditions noted below, the following alternates may be accepted by the Owner following execution of this Agreement. Upon acceptance, the Owner shall issue a Modification to this Agreement. (Insert below each alternate and the conditions that must be met for the Owner to accept the alternate.) Item Price Conditions for Acceptance § 4.3 Allowances, if any, included in the Contract Sum: (Identify each allowance.) Item Price Owners Contingency Allowance $24,900.00 § 4.4 Unit prices, if any: (Identify the item and state the unit price and quantity limitations, if any, to which the unit price will be applicable.) Item Units and Limitations Price per Unit ($0.00) 173 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 4 Unit prices are considered complete and include (i) all materials, equipment, labor, delivery, installation, overhead, and profit; and (ii) any other costs or expenses in connection with, or incidental to, the performance of that portion of the Work to which such unit prices apply. § 4.5 Liquidated damages, if any: (Insert terms and conditions for liquidated damages, if any.) § 4.5.1 The Contractor acknowledges and recognizes that the Owner is entitled to full and beneficial occupancy and use of the completed Work following expiration of the Contract Time and that the Owner has relied on the Contractor’s duty to achieve Substantial Completion of the Work within the Contract Time. The Contractor further acknowledges and agrees that if the Contractor fails to cause the Substantial Completion of any portion of the Work within the Contract Time, the Owner will sustain extensive damages and serious loss as a result of such failure. The exact amount of such damages will be extremely difficult to ascertain. Therefore, the Owner and the Contractor agree as set forth in this Section 4.5. § 4.5.2 If the Contractor fails to achieve Substantial Completion of the Work within the Contract Time, the Owner shall be entitled to retain or recover from the Contractor, as liquidated damages and not as a penalty, the amount of Two Hundred Fifty Dollars ($250.00) per day, commencing upon the first day following expiration of the Contract Time and continuing until the date that the Contractor achieves Substantial Completion of the entire Work. Such liquidated damages are hereby agreed to be a reasonable pre-estimate of damages the Owner will incur as a result of delayed completion of the Work. § 4.5.3 The Owner may deduct liquidated damages described in Subsection 4.5.2 from any unpaid amounts then or thereafter due the Contractor under the Contract Documents, as provided herein and otherwise in the Contract Documents. Any liquidated damages not so deducted from any unpaid amount due the Contractor shall be payable by the Contractor to the Owner together with interest from the date of the demand at the highest interest rate allowed by applicable law. § 4.5.4 Notwithstanding anything to the contrary in the Contract Documents, if the Owner is unable to recover any portion of liquidated damages in accordance with the terms and conditions of Section 4.5 because any portion of Section 4.5 is found to be unenforceable or invalid as a penalty or otherwise, then the Owner shall be entitled to recover from the Contractor all of the Owner’s actual damages in connection with any failure by the Contractor to achieve Substantial Completion of the Work within the Contract Time, including, without limitation, consequential damages. § 4.6 Other: (Insert provisions for bonus or other incentives, if any, that might result in a change to the Contract Sum.) Notwithstanding anything herein to the contrary, the amount expended under this Contract shall not exceed the Contract Sum set forth in Section 4.1 without the execution of a Modification. ARTICLE 5 PAYMENTS § 5.1 Progress Payments § 5.1.1 Based upon Applications for Payment submitted to the Architect by the Contractor and Certificates for Payment issued by the Architect, the Owner shall make progress payments on account of the Contract Sum to the Contractor as provided below and elsewhere in the Contract Documents. § 5.1.2 The period covered by each Application for Payment shall be one calendar month ending on the last day of the month, or as follows: § 5.1.3 Provided that an Application for Payment is received by the Architect not later than the 5th day of a month, the Owner shall make payment of the amount certified to the Contractor not later than the 15th day of 174 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 5 the following month. If an Application for Payment is received by the Architect after the application date fixed above, payment of the amount certified shall be made by the Owner not later than forty-five ( 45 ) days after the Architect receives the Application for Payment. (Federal, state or local laws may require payment within a certain period of time.) § 5.1.4 Each Application for Payment shall be based on the most recent schedule of values submitted by the Contractor in accordance with the Contract Documents. The schedule of values shall allocate the entire Contract Sum among the various portions of the Work. The schedule of values shall be prepared in such form, and supported by such data to substantiate its accuracy, as the Architect may require. This schedule of values shall be used as a basis for reviewing the Contractor’s Applications for Payment. § 5.1.5 Applications for Payment shall show the percentage of completion of each portion of the Work as of the end of the period covered by the Application for Payment. § 5.1.6 In accordance with AIA Document A201™–2017, General Conditions of the Contract for Construction, and subject to other provisions of the Contract Documents, the amount of each progress payment shall be computed as follows: § 5.1.6.1 The amount of each progress payment shall first include: .1 That portion of the Contract Sum properly allocable to completed Work; .2 That portion of the Contract Sum properly allocable to materials and equipment delivered and suitably stored at the site for subsequent incorporation in the completed construction, or, if approved in advance by the Owner, suitably stored off the site at a location agreed upon in writing; and .3 That portion of Construction Change Directives that the Architect determines, in the Architect’s professional judgment, to be reasonably justified. § 5.1.6.2 The amount of each progress payment shall then be reduced by: .1 The aggregate of any amounts previously paid by the Owner; .2 The amount, if any, for Work that remains uncorrected and for which the Architect has previously withheld a Certificate for Payment as provided in Article 9 of AIA Document A201–2017; .3 Any amount for which the Contractor does not intend to pay a Subcontractor or material supplier, unless the Work has been performed by others the Contractor intends to pay; .4 For Work performed or defects discovered since the last payment application, any amount for which the Architect may withhold payment, or nullify a Certificate of Payment in whole or in part, as provided in Article 9 of AIA Document A201–2017; and .5 Retainage withheld pursuant to Section 5.1.7. § 5.1.7 Retainage § 5.1.7.1 For each progress payment made prior to Substantial Completion of the Work, the Owner may withhold retainage as set forth in Section 5.1.7: (Insert a percentage or amount to be withheld as retainage from each Application for Payment. The amount of retainage may be limited by governing law.) The Owner shall make progress payments on account of the Contract Price on the basis of the Contractor’s Applications for Payment as recommended by the Architect monthly. Until the Work is fifty percent (50%) completed, retainage will be five percent (5%) of any progress payment due to the Contractor. The Work shall be deemed fifty percent (50%) complete when the Contractor’s gross project invoices, excluding the value of materials stored off-site, equal or exceed fifty percent (50%) of the value of the Contract, except the value of materials stored on-site shall not exceed twenty percent (20%) of the Contractor’s gross project invoices for the purpose of determining whether the Work is fifty percent (50%) complete. 175 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 6 § 5.1.7.2 Reduction or limitation of retainage, if any, shall be as follows: (If the retainage established in Section 5.1.7.1 is to be modified prior to Substantial Completion of the entire Work, including modifications for Substantial Completion of portions of the Work as provided in Section 3.3.2, insert provisions for such modifications.) When the Work is fifty percent (50%) complete, and if the Contractor continues to perform satisfactorily and any nonconforming Work identified and noticed prior to that time by the Architect or the Owner has been corrected by the Contractor and accepted by the Architect and the Owner, no further retainage shall be retained from progress payments due to the Contractor. However, following fifty percent (50%) completion of the Work, the Owner may withhold additional retainage from a subsequent progress payment, not to exceed five percent (5%) in order to allow the Owner to retain two and one-half percent (2.5%) total retainage through the completion of the Work. Subsequent to reducing retainage, the full retainage of payments authorized (up to five percent (5%) of each subsequent progress payment application) may be reinstated if the Owner determines the Contractor’s performance is unsatisfactory. § 5.1.7.3 Except as set forth in this Section 5.1.7.3, upon Substantial Completion of the Work, the Contractor may submit an Application for Payment that includes the retainage withheld from prior Applications for Payment pursuant to this Section 5.1.7. The Application for Payment submitted at Substantial Completion shall not include retainage as follows: (Insert any other conditions for release of retainage upon Substantial Completion.) The Owner may retain sufficient funds to secure completion of the Work or correction of any of the Work. If the Owner retain such funds, the amount retained shall not exceed two and one-half (2 ½) times the estimated value of the Work remaining to be completed or corrected. § 5.1.8 If final completion of the Work is materially delayed through no fault of the Contractor, the Owner shall pay the Contractor any additional amounts in accordance with Article 9 of AIA Document A201–2017. § 5.1.9 Except with the Owner’s prior approval, the Contractor shall not make advance payments to suppliers for materials or equipment which have not been delivered and stored at the site. § 5.1.10 Consent of the Surety shall be obtained before any retainage is paid by the Owner. Consent of the Surety, signed by an agent, must be accompanied by a certified copy of such agent’s authority to act for the Surety. § 5.2 Final Payment § 5.2.1 Final payment, constituting the entire unpaid balance of the Contract Sum, shall be made by the Owner to the Contractor when .1 the Contractor has fully performed the Contract except for the Contractor’s responsibility to correct Work as provided in Article 12 of AIA Document A201–2017, and to satisfy other requirements, if any, which extend beyond final payment; and .2 a final Certificate for Payment has been issued by the Architect. § 5.2.2 The Owner’s final payment to the Contractor shall be made no later than 45 days after the issuance of the Architect’s final Certificate for Payment, or as follows: § 5.3 Interest Payments due and unpaid under the Contract shall bear interest from the date payment is due at the rate stated below, or in the absence thereof, at the legal rate prevailing from time to time at the place where the Project is located. (Insert rate of interest agreed upon, if any.) 176 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 7 12 % per annum, or the maximum rate allowed by applicable law, if less, for such time as interest may accrue and no more. ARTICLE 6 DISPUTE RESOLUTION § 6.1 Initial Decision Maker The Architect will serve as the Initial Decision Maker pursuant to Article 15 of AIA Document A201–2017, unless the parties appoint below another individual, not a party to this Agreement, to serve as the Initial Decision Maker. (If the parties mutually agree, insert the name, address and other contact information of the Initial Decision Maker, if other than the Architect.) § 6.2 Binding Dispute Resolution For any Claim subject to, but not resolved by, mediation pursuant to Article 15 of AIA Document A201–2017, the method of binding dispute resolution shall be as follows: (Check the appropriate box.) [ ]Arbitration pursuant to Section 15.4 of AIA Document A201–2017 [ X ]Litigation in a court of competent jurisdiction [ ]Other (Specify) If the Owner and Contractor do not select a method of binding dispute resolution, or do not subsequently agree in writing to a binding dispute resolution method other than litigation, Claims will be resolved by litigation in a court of competent jurisdiction. ARTICLE 7 TERMINATION OR SUSPENSION § 7.1 The Contract may be terminated by the Owner or the Contractor as provided in Article 14 of AIA Document A201–2017. § 7.1.1 If the Contract is terminated for the Owner’s convenience in accordance with Article 14 of AIA Document A201–2017, then the Owner shall pay the Contractor a termination fee as follows: (Insert the amount of, or method for determining, the fee, if any, payable to the Contractor following a termination for the Owner’s convenience.) N/A (No termination fee) § 7.2 The Work may be suspended by the Owner as provided in Article 14 of AIA Document A201–2017. ARTICLE 8 MISCELLANEOUS PROVISIONS § 8.1 Where reference is made in this Agreement to a provision of AIA Document A201–2017 or another Contract Document, the reference refers to that provision as amended or supplemented by other provisions of the Contract Documents. § 8.2 The Owner’s representative: (Name, address, email address, and other information) Chris Boyd Facilities Director 177 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 8 1407 Airport Road Monroe, NC 28110 § 8.3 The Contractor’s representative: (Name, address, email address, and other information) Jeffrey Hayes 13000 South Tryon Street Suite F263 Charlotte, NC 28278 Jeffrey@handccontracting.com § 8.4 Neither the Owner’s nor the Contractor’s representative shall be changed without ten days’ prior notice to the other party. § 8.5 Insurance and Bonds § 8.5.1 The Owner and the Contractor shall purchase and maintain insurance as set forth in AIA Document A101™– 2017, Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum, Exhibit A, Insurance and Bonds, and elsewhere in the Contract Documents. § 8.5.2 The Contractor shall provide bonds as set forth in AIA Document A101™–2017 Exhibit A, and elsewhere in the Contract Documents. § 8.7 Other provisions: The Contractor represents and warrants the following to the Owner (in addition to any other representations and warranties contained in the Contract Documents), as an inducement to the Owner to execute this Contract, which representations and warranties shall survive the execution and delivery of this Contract, any termination of this Contract, and the final completion of the Work: The foregoing warranties are in addition to, and not in lieu of, any and all other liability imposed upon the Contractor by law with respect to the Contractor’s duties, obligations, and performance hereunder. The Contractor acknowledges that the Owner is relying upon the Contractor’s skill and experience in connection with the Work called for hereunder. ARTICLE 9 ENUMERATION OF CONTRACT DOCUMENTS § 9.1 This Agreement is comprised of the following documents: .1 AIA Document A101™–2017, Standard Form of Agreement Between Owner and Contractor .2 AIA Document A101™–2017, Exhibit A, Insurance and Bonds .3 AIA Document A201™–2017, General Conditions of the Contract for Construction .5 Drawings: The Drawings are separately bound and are therefore not attached to this Agreement 178 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 9 Number Title Date G0.00 G0.03 G2.01 G3.01 C1.00 C3.00 C4.00 C5.00 C8.00 C8.01 A0.01 A0.11 A0.12 A1.01 A3.00 A4.01 A10.00 C0.01 P0.01 P0.02 P0.03 P1.01 M0.01 M0.02 M0.03 M1.01 E0.01 E0.02 E0.03 E0.04 E1.01 E2.01 E3.01 Cover Sheet Standard Abbreviations, Symbols, Drawing Index & Vicinity Map Appendix B Code Information Life Safety Plan Demo and ESC Plan Site Plan Grading Plan Sight Distance Plan and Profile ESC Details Site Details Partition Types, Details and Notes Sheet Specifications Sheet Specifications Floor Plan & Demo Plan Standard Mounting Heights, Door Schedule Elevation & Frame Type Reflected Ceiling Plan & Demo RCP Finish Plan, Legend and Details General Notes Specifications - Plumbing Specifications - Plumbing Abbreviations, Notes & Schedules – Plumbing 1st Floor Plan - Plumbing Specifications - Mechanical Specifications – Mechanical Abbreviations, Notes, Details & Schedules 1st Floor Plan - Mechanical Legend, Notes, & Details - Electrical Specifications - Electrical Specifications - Electrical Riser Diagram & Panel Schedule – Electrical First Floor Plan – Electrical First Floor Plan - Lighting First Floor Plan – Mechanical Connections 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 The Drawings are separately bound and are therefore not attached to this Agreement. .6 Specifications Section Title Date Pages 01 10 00 01 23 00 01 26 00 01 29 00 01 31 00 01 32 00 01 33 00 01 40 00 01 42 00 01 50 00 01 60 00 01 73 00 01 74 19 01 77 00 01 78 23 Summary Alternates Contract Modifications Procedures Payment Procedures Project Management and Coordination Construction Progress Documentation Submittal Procedures Quality Requirements References Temporary Facilities and Controls Product Requirements Execution Construction Waste Management and Disposal Closeout Procedures Operation and Maintenance Data 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 02-16-2026 03 02 02 03 05 03 08 06 03 05 06 05 04 04 05 179 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 10 01 78 39 01 79 00 Project Record Keeping Demonstration and Training 02-16-2026 02-16-2026 03 02 The Specifications are separately bound and are therefore not attached to this Agreement. .7 Addenda, if any: Number Date Pages Addenda No. 07 Addenda No. 02 Addenda No. 03 Addenda No. 04 08.25.2026 08.26.2026 09.08.2026 09.09.2026 02 12 05 02 Portions of Addenda relating to bidding or proposal requirements are not part of the Contract Documents unless the bidding or proposal requirements are also enumerated in this Article 9. .8 Other Exhibits: (Check all boxes that apply and include appropriate information identifying the exhibit where required.) [ ]AIA Document E204™–2017, Sustainable Projects Exhibit, dated as indicated below: (Insert the date of the E204-2017 incorporated into this Agreement.) [ ]The Sustainability Plan: Title Date Pages [ ]Supplementary and other Conditions of the Contract: Document Title Date Pages .9 Other documents, if any, listed below: (List here any additional documents that are intended to form part of the Contract Documents. AIA Document A201™–2017 provides that the advertisement or invitation to bid, Instructions to Bidders, sample forms, the Contractor’s bid or proposal, portions of Addenda relating to bidding or proposal requirements, and other information furnished by the Owner in anticipation of receiving bids or proposals, are not part of the Contract Documents unless enumerated in this Agreement. Any such documents should be listed here only if intended to be part of the Contract Documents.) Performance Bond Payment Bond Notice to Proceed This Agreement entered into as of the day and year first written above. 180 AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 11 Click here to enter text.\s1\ OWNER (Signature) BY: (Printed name and title) Click here to enter text.\s2\ CONTRACTOR (Signature) BY: (Printed name and title) 181 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 12 Additions and Deletions Report for AIA® Document A101® – 2017 This Additions and Deletions Report, as defined on page 1 of the associated document, reproduces below all text the author has added to the standard form AIA document in order to complete it, as well as any text the author may have added to or deleted from the original AIA text. Added text is shown underlined. Deleted text is indicated with a horizontal line through the original AIA text. Note: This Additions and Deletions Report is provided for information purposes only and is not incorporated into or constitute any part of the associated AIA document. This Additions and Deletions Report and its associated document were generated simultaneously by AIA software at 14:10:36 EDT on 09/28/2026. PAGE 1: Union County, North Carolina 500 N. Main Street Monroe, NC 28112 H&C Contracting, Inc. 13000 South Tryon Street, Suite F263 Charlotte, NC 28278 Union County EMS Renovation 7402 Concord Hwy Monroe, NC 28110 C Design 1000 West Morehead Street, Suite 170 Charlotte, NC 28208 PAGE 2: The Contract Documents consist of this Agreement, Conditions of the Contract (General, Supplementary, and other Conditions), Drawings, Specifications, Addenda issued prior to execution of this Agreement, other documents listed in Article 9 of this Agreement, and Modifications issued after execution of this Agreement, all of which form the Contract, and are as fully a part of the Contract as if attached to this Agreement or repeated herein. The Contract represents the entire and integrated agreement between the parties hereto and supersedes prior negotiations, representations, or agreements, either written or oral. An enumeration of the Contract Documents, other than a Modification, appears in Article 9. The Contractor shall fully execute the Work described in the Contract Documents or reasonably inferable by the Contractor as necessary to produce the results intended by the Contract Documents, except as specifically indicated in the Contract Documents to be the responsibility of others. Except as expressly provided for in the Contract Documents to the contrary, the Contractor at its sole cost, risk, and expense shall construct, equip, provide, purchase, pay for, and furnish all of the 182 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 13 Work in accordance with the Contract Documents and governmental codes and regulations as they apply to performance of the Work. [ X ] A date set forth in a notice to proceed issued by the Owner. PAGE 3: [ X ] Not later than Eighty ( 80 ) calendar days from the date of commencement of the Work. § 4.1 The Owner shall pay the Contractor the Contract Sum in current funds for the Contractor’s performance of the Contract. The Contract Sum shall be Two Hundred Eighty Thousand, Four Hundred Dollars and Zero Cents ($ 280,400.00 ), subject to additions and deductions as provided in the Contract Documents. § 4.5.1 The Contractor acknowledges and recognizes that the Owner is entitled to full and beneficial occupancy and use of the completed Work following expiration of the Contract Time and that the Owner has relied on the Contractor’s duty to achieve Substantial Completion of the Work within the Contract Time. The Contractor further acknowledges and agrees that if the Contractor fails to cause the Substantial Completion of any portion of the Work within the Contract Time, the Owner will sustain extensive damages and serious loss as a result of such failure. The exact amount of such damages will be extremely difficult to ascertain. Therefore, the Owner and the Contractor agree as set forth in this Section 4.5. § 4.5.2 If the Contractor fails to achieve Substantial Completion of the Work within the Contract Time, the Owner shall be entitled to retain or recover from the Contractor, as liquidated damages and not as a penalty, the amount of Two Hundred Fifty Dollars ($250.00) per day, commencing upon the first day following expiration of the Contract Time and continuing until the date that the Contractor achieves Substantial Completion of the entire Work. Such liquidated damages are hereby agreed to be a reasonable pre-estimate of damages the Owner will incur as a result of delayed completion of the Work. § 4.5.3 The Owner may deduct liquidated damages described in Subsection 4.5.2 from any unpaid amounts then or thereafter due the Contractor under the Contract Documents, as provided herein and otherwise in the Contract Documents. Any liquidated damages not so deducted from any unpaid amount due the Contractor shall be payable by the Contractor to the Owner together with interest from the date of the demand at the highest interest rate allowed by applicable law. § 4.5.4 Notwithstanding anything to the contrary in the Contract Documents, if the Owner is unable to recover any portion of liquidated damages in accordance with the terms and conditions of Section 4.5 because any portion of Section 4.5 is found to be unenforceable or invalid as a penalty or otherwise, then the Owner shall be entitled to recover from the Contractor all of the Owner’s actual damages in connection with any failure by the Contractor to achieve Substantial Completion of the Work within the Contract Time, including, without limitation, consequential damages. Alternate No. 01 - Porcelain Tile $6,500.00 Owners Contingency Allowance $24,900.00 Unit prices are considered complete and include (i) all materials, equipment, labor, delivery, installation, overhead, and profit; and (ii) any other costs or expenses in connection with, or incidental to, the performance of that portion of the Work to which such unit prices apply. PAGE 4: Notwithstanding anything herein to the contrary, the amount expended under this Contract shall not exceed the Contract Sum set forth in Section 4.1 without the execution of a Modification. 183 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 14 § 5.1.3 Provided that an Application for Payment is received by the Architect not later than the 5th day of a month, the Owner shall make payment of the amount certified to the Contractor not later than the 15th day of the following month. If an Application for Payment is received by the Architect after the application date fixed above, payment of the amount certified shall be made by the Owner not later than forty-five ( 45 ) days after the Architect receives the Application for Payment. PAGE 5: § 5.1.7.1 For each progress payment made prior to Substantial Completion of the Work, the Owner may withhold the following amount, as retainage, from the payment otherwise due retainage as set forth in Section 5.1.7: § 5.1.7.1.1 The following items are not subject to retainage: (Insert any items not subject to the withholding of retainage, such as general conditions, insurance, etc.) The Owner shall make progress payments on account of the Contract Price on the basis of the Contractor’s Applications for Payment as recommended by the Architect monthly. Until the Work is fifty percent (50%) completed, retainage will be five percent (5%) of any progress payment due to the Contractor. The Work shall be deemed fifty percent (50%) complete when the Contractor’s gross project invoices, excluding the value of materials stored off-site, equal or exceed fifty percent (50%) of the value of the Contract, except the value of materials stored on-site shall not exceed twenty percent (20%) of the Contractor’s gross project invoices for the purpose of determining whether the Work is fifty percent (50%) complete. When the Work is fifty percent (50%) complete, and if the Contractor continues to perform satisfactorily and any nonconforming Work identified and noticed prior to that time by the Architect or the Owner has been corrected by the Contractor and accepted by the Architect and the Owner, no further retainage shall be retained from progress payments due to the Contractor. However, following fifty percent (50%) completion of the Work, the Owner may withhold additional retainage from a subsequent progress payment, not to exceed five percent (5%) in order to allow the Owner to retain two and one-half percent (2.5%) total retainage through the completion of the Work. Subsequent to reducing retainage, the full retainage of payments authorized (up to five percent (5%) of each subsequent progress payment application) may be reinstated if the Owner determines the Contractor’s performance is unsatisfactory. PAGE 6: The Owner may retain sufficient funds to secure completion of the Work or correction of any of the Work. If the Owner retain such funds, the amount retained shall not exceed two and one-half (2 ½) times the estimated value of the Work remaining to be completed or corrected. § 5.1.10 Consent of the Surety shall be obtained before any retainage is paid by the Owner. Consent of the Surety, signed by an agent, must be accompanied by a certified copy of such agent’s authority to act for the Surety. § 5.2.2 The Owner’s final payment to the Contractor shall be made no later than 30 45 days after the issuance of the Architect’s final Certificate for Payment, or as follows: 12 % per annum, or the maximum rate allowed by applicable law, if less, for such time as interest may accrue and no more. PAGE 7: [ X ] Litigation in a court of competent jurisdiction N/A (No termination fee) Chris Boyd 184 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 15 Facilities Director 1407 Airport Road Monroe, NC 28110 Jeffrey Hayes 13000 South Tryon Street Suite F263 Charlotte, NC 28278 Jeffrey@handccontracting.com PAGE 8: § 8.6 Notice in electronic format, pursuant to Article 1 of AIA Document A201–2017, may be given in accordance with a building information modeling exhibit, if completed, or as otherwise set forth below: (If other than in accordance with a building information modeling exhibit, insert requirements for delivering notice in electronic format such as name, title, and email address of the recipient and whether and how the system will be required to generate a read receipt for the transmission.) § 8.7 Other provisions: 7 Other provisions: The Contractor represents and warrants the following to the Owner (in addition to any other representations and warranties contained in the Contract Documents), as an inducement to the Owner to execute this Contract, which representations and warranties shall survive the execution and delivery of this Contract, any termination of this Contract, and the final completion of the Work: The foregoing warranties are in addition to, and not in lieu of, any and all other liability imposed upon the Contractor by law with respect to the Contractor’s duties, obligations, and performance hereunder. The Contractor acknowledges that the Owner is relying upon the Contractor’s skill and experience in connection with the Work called for hereunder. .4 Building information modeling exhibit, dated as indicated below: (Insert the date of the building information modeling exhibit incorporated into this Agreement.) .5 Drawings 5 Drawings: The Drawings are separately bound and are therefore not attached to this Agreement G0.00 Cover Sheet 02-16-2026 G0.03 Standard Abbreviations, Symbols, Drawing Index & Vicinity Map 185 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 16 02-16-2026 G2.01 Appendix B Code Information 02-16-2026 G3.01 Life Safety Plan 02-16-2026 C1.00 Demo and ESC Plan 02-16-2026 C3.00 Site Plan 02-16-2026 C4.00 Grading Plan 02-16-2026 C5.00 Sight Distance Plan and Profile 02-16-2026 C8.00 ESC Details 02-16-2026 C8.01 Site Details 02-16-2026 A0.01 Partition Types, Details and Notes 186 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 17 02-16-2026 A0.11 Sheet Specifications 02-16-2026 A0.12 Sheet Specifications 02-16-2026 A1.01 Floor Plan & Demo Plan 02-16-2026 A3.00 Standard Mounting Heights, Door Schedule Elevation & Frame Type 02-16-2026 A4.01 Reflected Ceiling Plan & Demo RCP 02-16-2026 PAGE 9: A10.00 Finish Plan, Legend and Details 02-16-2026 C0.01 General Notes 02-16-2026 P0.01 Specifications - Plumbing 02-16-2026 P0.02 Specifications - Plumbing 187 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 18 02-16-2026 P0.03 Abbreviations, Notes & Schedules – Plumbing 02-16-2026 P1.01 1st Floor Plan - Plumbing 02-16-2026 M0.01 Specifications - Mechanical 02-16-2026 M0.02 Specifications – Mechanical 02-16-2026 M0.03 Abbreviations, Notes, Details & Schedules 02-16-2026 M1.01 1st Floor Plan - Mechanical 02-16-2026 E0.01 Legend, Notes, & Details - Electrical 02-16-2026 E0.02 Specifications - Electrical 02-16-2026 E0.03 Specifications - Electrical 188 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 19 02-16-2026 E0.04 Riser Diagram & Panel Schedule – Electrical 02-16-2026 E1.01 First Floor Plan – Electrical 02-16-2026 E2.01 First Floor Plan - Lighting 02-16-2026 E3.01 First Floor Plan – Mechanical Connections 02-16-2026 The Drawings are separately bound and are therefore not attached to this Agreement. Summary 02-16-2026 03 Alternates 02-16-2026 02 Contract Modifications Procedures 02-16-2026 02 Payment Procedures 02-16-2026 03 Project Management and Coordination 02-16-2026 189 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 20 05 Construction Progress Documentation 02-16-2026 03 Submittal Procedures 02-16-2026 08 Quality Requirements 02-16-2026 06 References 02-16-2026 03 Temporary Facilities and Controls 02-16-2026 05 Product Requirements 02-16-2026 06 Execution 02-16-2026 05 Construction Waste Management and Disposal 02-16-2026 04 Closeout Procedures 02-16-2026 190 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 21 04 Operation and Maintenance Data 02-16-2026 05 Project Record Keeping 02-16-2026 03 01 10 00 01 23 00 01 26 00 01 29 00 01 31 00 01 32 00 01 33 00 01 40 00 01 42 00 01 50 00 01 60 00 01 73 00 01 74 19 01 77 00 01 78 23 01 78 39 01 79 00 Demonstration and Training 02-16-2026 02 The Specifications are separately bound and are therefore not attached to this Agreement. Addenda No. 07 08.25.2026 02 Addenda No. 02 08.26.2026 12 Addenda No. 03 09.08.2026 191 Additions and Deletions Report for AIA Document A101 – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Subscription No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 22 05 Addenda No. 04 09.09.2026 02 PAGE 10: Performance Bond Payment Bond Notice to Proceed 192 AIA Document D401 – 2003. Copyright © 1992 and 2003. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:10:36 EDT on 09/28/2026 under Order No.20250142948 which expires on 07/08/2027, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (6abaad389b09c019917dabd4) 1 Certification of Document's Authenticity AIA® Document D401™ – 2003 I, , hereby certify, to the best of my knowledge, information and belief, that I created the attached final document simultaneously with its associated Additions and Deletions Report and this certification at 14:10:36 EDT on 09/28/2026 under Order No. 20250142948 from AIA Contract Documents software and that in preparing the attached final document I made no changes to the original text of AIA® Document A101TM - 2017, Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum, other than those additions and deletions shown in the associated Additions and Deletions Report. _____________________________________________________________ (Signed) _____________________________________________________________ (Title) _____________________________________________________________ (Dated) 193 RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS PROVIDING NOTICE OF THE UNION COUNTY EMS RENOVATION CONSTRUCTION WHEREAS, pursuant to G.S § 153A-457, a county shall notify property owners and adjacent property owners prior to commencement of any construction project by the county; and WHEREAS, G.S. § 153A-457 provides that notice of a county construction project is deemed sufficient if notice of the construction project is given in any open meeting of the county prior to the commencement of the construction project; and WHEREAS, the Union County Board of Commissioners desires to give notice of construction of the UNION COUNTY EMS RENOVATION prior to commencement of project construction as required by G.S. § 153A-457. NOW, THEREFORE, BE IT RESOLVED BY THE Union County Board of Commissioners that: 1. Union County may commence construction of the UNION COUNTY EMS RENOVATION on property located at 7402 Concord Highway, Monroe, NC 28110 after the award of the construction contract for the project. 2. This resolution and notice is adopted in accordance with the construction notice requirements of G.S. § 153A-457. Adopted this the 19th day of October, 2026. Attest: Lynn West, Clerk to the Board Brian Helms, Chairman Union County Board of Commissioners 194 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-583 Agenda Date:10/19/2026 TITLE:..title Purchase - Replacement/Expansion Vehicles INFORMATION CONTACT: Christopher J. Boyd, Facilities and 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: Fleet requests the approval to purchase five replacement vehicles and eight expansion vehicles with funds approved in the FY27 budget. The five replacements have met their useful life in accordance with the vehicle replacement policy. One additional replacement is for a total loss vehicle and has been budgeted accordingly. 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 State Term Contract 2510A quoted by Deacon Jones Ford. Vehicle Summary - Replacements: (1) 2027 FORD F150 EXT CAB 4X4 - Replaces 09-17, Building Code Enforcement, $42,154.32 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 38-18, UC Water Line Mant., $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 21-15, UC Water Quality Mgmt., $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 05-19, UC Water Engineering, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 36-18, UC Water Line Mant., $46,768.19 (1) 2027 FORD F250 CREW CAB 4X4 LB - Replaces Total Loss 37-13, UC Water Line Rep., $48,282.61 Expansions: (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water AMI Services, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water AMI Services, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water Cross Connection, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water Cross Connection, $46,768.19 Union County, NC Printed on 10/9/2026Page 1 of 2 powered by Legistar™195 File #:26-583 Agenda Date:10/19/2026 (1) 2027 FORD F150 EXT CAB 4X4 - Expansion, UC Water Engineering, $42,154.32 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 FINANCIAL IMPACT: The anticipated cost for the vehicles is $647,041.34 and is budgeted accordingly for FY27. Union County, NC Printed on 10/9/2026Page 2 of 2 powered by Legistar™196 Vehicle Summary – Replacements: (1) 2027 FORD F150 EXT CAB 4X4 – Replaces 09-17, Building Code Enforcement, $42,154.32 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 38-18, UC Water Line Mant., $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 21-15, UC Water Quality Mgmt., $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 05-19, UC Water Engineering, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Replaces 36-18, UC Water Line Mant., $46,768.19 (1) 2027 FORD F250 CREW CAB 4X4 LB - Replaces Total Loss 37-13, UC Water Line Rep., $48,282.61 Expansions: (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water AMI Services, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water AMI Services, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water Cross Connection, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water Cross Connection, $46,768.19 (1) 2027 FORD F150 EXT CAB 4X4 – Expansion, UC Water Engineering, $42,154.32 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 (1) 2027 FORD F150 CREW CAB 4X4 - Expansion, UC Water ARV/STEG, $46,768.19 197 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-580 Agenda Date:10/19/2026 TITLE:..title Resolution - Surplus Vehicle Sale INFORMATION CONTACT: Corey Brooks, Procurement & Contract Management, Director, 704-283-3683 ACTION REQUESTED: Adopt Resolution Authorizing Surplus Property Sale by Internet Auction which 1) declares the property itemized on Attachment A as “Surplus” to the needs of Union County, 2) authorizes sale at electronic auction of the surplus property described in Attachment A as per the terms and conditions as specified in the online auction service provider contract, and 3) authorizes the Procurement Director or their designee to execute any and all documents necessary to transfer title to said property on behalf of Union County. BACKGROUND: North Carolina General Statutes allow the disposition of personal property by local governments through a variety of means including private negotiations and sale; advertisement for sealed bids; negotiated offer, advertisement, and upset bid; public auction; or exchange. In 2001, the legislature amended the Statues to provide for disposition of property through electronic auction. The sale will begin October 22, 2026, at 9:00 AM and end November 5, 2026, with incremental closings as indicated on Attachment A. A summary of the vehicle information is listed below. Additional vehicle information can be found on Attachment A. UCSO ·(1) 2013 DODGE CHARGER ·(4) 2014 DODGE CHARGERS ·(4) 2016 DODGE CHARGERS ·(1) 2010 CHEVROLET TAHOE ·(2) 2011 FORD CROWN VICTORIAS UC WATER ·(1) 2017 FORD F-150 The vehicles are to be picked up at 610 Patton Avenue, Monroe, NC with the following terms of sale: 1. Sale to the highest bidder with all sales final. Union County, NC Printed on 10/6/2026Page 1 of 2 powered by Legistar™198 File #:26-580 Agenda Date:10/19/2026 2. All items sold “as is” with no warranty, expressed or implied, which extends beyond the description of the item. 3. Purchasers must remove vehicles(s) within ten (10) business days from the time and date of issuance of the Buyer’s Certificate. 4. Payment must be made online through the online auction website. Payment in full is due not later than five (5) business days from the time and date of the Buyers Certificate. Payment will not be accepted onsite. FINANCIAL IMPACT: Estimated revenue is $57,000. The revenue will be returned to the fund from which the asset came. Union County, NC Printed on 10/6/2026Page 2 of 2 powered by Legistar™199 RESOLUTION AUTHORIZING SURPLUS PROPERTY SALE BY INTERNET AUCTION WHEREAS, G.S. 160-270(c) allows Union County to sell personal property at electronic auction upon adoption of a resolution authorizing the Procurement & Contract Management Director or her designee to dispose of the property at electronic auction; and WHEREAS, the Procurement Manager has developed a list of these items as shown on Attachment “A” for review by the Board of Commissioners for disposal by electronic auction; NOW, THEREFORE, BE IT HEREBY RESOLVED by the Union County Board of Commissioners that the items of personal property included on Attachment “A” and incorporated herein by reference, be declared surplus and that the Procurement Manager or her designee be authorized to sell at electronic auction, beginning October 22, 2026, at 9:00 a.m. and ending November 5, 2026, with incremental closings as indicated on Attachment “A”, the surplus property described on Attachment “A”, as per the terms and conditions as specified in the County’s existing contract with the on-line auction Service Provider to the highest bidders. BE IT FURTHER RESOLVED that the Procurement Director or her designee is authorized to execute any and all documents necessary to transfer said property on behalf of Union County. BE IT FURTHER RESOLVED that the terms of sale applicable at the aforementioned auction of the items listed on Attachment “A” shall be as follows: 1. Sale to the highest bidder with all sales final. 2. All items sold “as is” and “where is” with no warranty, expressed or implied, which extends beyond the description of the items. 3. Purchasers must remove vehicle(s) within ten business days from the time and date of issuance of the Buyer’s Certificate. The vehicles are to be picked up at 610 Patton Avenue, Monroe, North Carolina. Purchasers shall bear sole risk of loss for all items remaining on the premises ten (10) calendars days from the time and date of issuance of the Buyer’s Certificate. 4. Payment must be made online through the on-line auction Website. Payment in full is due not later than five (5) calendar days from the time and date of the Buyer’s Certificate. Payment cannot be accepted onsite. BE IT FURTHER RESOLVED that payment of advertising and miscellaneous expenses be paid from the proceeds of the sale. Adopted this 19th day of October, 2026 ATTEST: Lynn G. West, Clerk to the Board Brian Helms, Chair 200 Attachment A Tag Number Description Serial/Parcel Mileage Department Auction Start Auction End 26-13 2013 Dodge Charger 2C3CDXAT2DH661408 112,587 UCSO 10/22/26 9:00 AM 11/5/26 9:00 AM 63-16 2016 Dodge Charger 2C3CDXAT8GH347590 116,659 USCO 10/22/26 9:00 AM 11/5/26 9:10 AM 38-16 2016 Dodge Charger 2C3CDXAT2GH116104 125,087 USCO 10/22/26 9:00 AM 11/5/26 9:20 AM 68-16 2016 Dodge Charger 2C3CDXAT3GH352115 82,874 USCO 10/22/26 9:00 AM 11/5/26 9:30 AM 19-16 2016 Dodge Charger 2C3CDXAT0GH116103 103,512 USCO 10/22/26 9:00 AM 11/5/26 9:40 AM 73-14 2014 Dodge Charger 2C3CDXAT7EH350722 135,520 USCO 10/22/26 9:00 AM 11/5/26 9:50 AM 70-14 2014 Dodge Charger 2C3CDXAT8EH350714 128,842 USCO 10/22/26 9:00 AM 11/5/26 10:00 AM 61-14 2014 Dodge Charger 2C3CDXAT5EH350718 141,537 USCO 10/22/26 9:00 AM 11/5/26 10:10 AM 24-14 2014 Dodge Charger 2C3CDXAT2EH145857 167,811 USCO 10/22/26 9:00 AM 11/5/26 10:20 AM 25-10 2010 Chevrolet Tahoe 1GNMCAE03AR177637 190,708 USCO 10/22/26 9:00 AM 11/5/26 10:30 AM 14-11 2011 Ford Crown Victoria 2FABP7BV8BX135324 108,592 USCO 10/22/26 9:00 AM 11/5/26 10:40 AM 23-11 2011 Ford Crown Victoria 2FABP7BV9BX135333 128,208 USCO 10/22/26 9:00 AM 11/5/26 10:50 AM 24-11 2011 Ford Crown Victoria 2FABP7BV2BX135335 112,502 USCO 10/22/26 9:00 AM 11/5/26 11:00 AM 56-14 2014 Ford F-150 1FTMF1EM1EFC09687 193,143 UCSO 10/22/26 9:00 AM 11/5/26 11:10 AM 17-17 2017 Ford F-150 1FTMF1C83HFA27404 221,694 UC Water 10/22/26 9:00 AM 11/5/26 11:20 AM 201 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-562 Agenda Date:10/19/2026 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: Minutes have been provided for the Board to review and approve. FINANCIAL IMPACT: None Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™202 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-576 Agenda Date:10/19/2026 TITLE:..title Drought Status - Update INFORMATION CONTACT: Aubrey Lofton, Water, Planning & Resource Management Director, 704-296-4241 ACTION REQUESTED: None PRIOR BOARD ACTIONS: None BACKGROUND: Union County Water is closely following the current drought. Union County Water declared Stage 2 Drought Restrictions on May 15 to comply with the Catawba-Wateree Drought Management Advisory Group’s status change based on the Low Inflow Protocol triggers. Attached are the updated Low Inflow Protocol triggers and the US Drought Monitor as of October 1, 2026. FINANCIAL IMPACT: None Union County, NC Printed on 10/9/2026Page 1 of 1 powered by Legistar™203 Catawba-Wateree Low Inflow Protocol Trigger Status Summary for 10/01/2026 and Changes Compared to 09/01/2026 Previous trigger levels at last update (September 1, 2026) - Reservoir Storage as % of Target = 91.0% - 6-Month Average Streamflow = 46.8% - 3-Month Average US Drought Monitor = 0.71 204 ;/IVV7GSXX6IWIVZSMVVIGIMZIHQSVIXLERXLVIIMRGLIWSJVEMRPEWX[IIOERHVSWIXSJIIXEFSZIMXWXEVKIXPIZIPqŒŵƄĦʺÚŵŒŁĪŊÚ%ŵŒƊĞĦƄʺoÚŊÚĞąňąŊƄʺþƠĪŻŒŵƧʺŒƊŊøĪŁ'VIEXIH&][[[RGHVSYKLXSVK$2'7'3GPMQEXIRGWYIHY2SVXL'EVSPMRE(VSYKLX9THEXI*SVXLIEWWIWWQIRXTIVMSHIRHMRK7IT*VSQXLI97(VSYKLX1SRMXSV[MXLMRTYXJVSQXLI2'(1%''EXIKSV] 'YVVIRX'SZIVEKI 'LERKI7MRGI0EWX;IIO9RGPEWWMǖIH (%FRSVQEPP](V] (1SHIVEXI(VSYKLX (7IZIVI(VSYKLX ()\XVIQI(VSYKLX ()\GITXMSREP(VSYKLX 7XEXI[MHI'SZIVEKIF]'EXIKSV],EPMJE\'SYRX])\XIRWMSRVITSVXW]MIPHVIHYGXMSRWEQSRKTIERYXWGSVRERHGSXXSRHYIXSXLMWWYQQIVƆWHVSYKLX0EOI0YVILEHMRGLIWSJVEMRPEWX;IHRIWHE]MRMXW[IXXIWXWMRKPIHE]WMRGI,YVVMGERI,IPIRIX[S]IEVWEKS8LI1EMR8EOIE[E]7SQI[IWXIVREVIEWWE[MQTVSZIQIRXWEJXIVLIEZ]VEMRPEWX[IIOFYXXLI'SEWXEP4PEMREKEMRQMWWIHSYXERHLEWYRHIVKSRIEHHMXMSREPHVSYKLXHIKVEHEXMSRW8LMW;IIOƆW7YQQEV]%JXIVELSXERHHV]WXEVXXS7ITXIQFIVXLI1SYRXEMRWERH*SSXLMPPWǖRMWLIHXLIQSRXL[MXLWSQIWSPMHVEMR[LMPIXLIIEWXIVRLEPJSJXLIWXEXIWXE]IHHV]IZIREQMHE2SVƆIEWXIVXLEXJSVQIHEPSRKSYVGSEWXPEWX[IIOIRH'SSPIV[IEXLIVLEWIEWIHWSQIWXVIWWFYXXLILEVZIWXMWWLS[MRKLS[HEQEKMRKXLMWHVSYKLX[EWJSVGVSTW7ITXIQFIVƆW7XEXMWXMGW%JI[[IWXIVRWMXIWMRGPYHMRK&SSRIERH,MGOSV]LEHE[IXXIVXLERRSVQEPQSRXLFYXQSWXEVIEW[IVIHV]MRGPYHMRKXLIRHHVMIWX7ITXIQFIVSRVIGSVHEX'ETI,EXXIVEWERHXLIVHHVMIWX7ITXIQFIVMR0YQFIVXSR7XVIEQǗS[WSRXLI2I[6MZIVRIEV+YQ&VERGLLEZIHIGPMRIHWMRGIPEXI%YKYWXERHEVIQYGLFIPS[RSVQEP*SV]SYVPSGEPHVSYKLXWXEXYWZMWMX[[[RGHVSYKLXSVK0EWX;IIOƆW(VSYKLX7XEXYWĺĺĺĸĸĸĸĺ205 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-582 Agenda Date:10/19/2026 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 September 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 68.3% ·Percent of Actual + Permitted Flows = 91.4% ·Actual Flows (MGD)= 5.123 ·Actual + Permitted Obligated Flows (MGD)= 6.853 Crooked Creek ·Percent of Actual Flows = 65.7% ·Percent of Actual + Permitted Flows = 95.2% ·Actual Flows (MGD)= 1.249 ·Actual + Permitted Obligated Flows (MGD)= 1.808 Olde Sycamore ·Percent of Actual Flows = 26.7% ·Percent of Actual + Permitted Flows = 26.7% ·Actual Flows (MGD)= 0.040 ·Actual + Permitted Obligated Flows (MGD)= 0.040 Tallwood Union County, NC Printed on 10/6/2026Page 1 of 2 powered by Legistar™206 File #:26-582 Agenda Date:10/19/2026 ·Percent of Actual Flows = 34.0% ·Percent of Actual + Permitted Flows = 34.0% ·Actual Flows (MGD)= 0.017 ·Actual + Permitted Obligated Flows (MGD)= 0.017 Grassy Branch ·Percent of Actual Flows = 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 September 2026 are summarized in the attached tables. FINANCIAL IMPACT: None Union County, NC Printed on 10/6/2026Page 2 of 2 powered by Legistar™207 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 5.123 68.3% 6.853 91.4% 2.8 Crooked Creek 1.9 1.249 65.7% 1.808 95.2% 1.0 Olde Sycamore 0.15 0.040 26.7% 0.040 26.7% 0.8 Tallwood 0.05 0.017 34.0% 0.017 34.0% 2.3 Grassy Branch 0.12 0.034 28.3% 0.035 29.2% 1.3 1Based on a 12-month rolling average. Development Flows 12-Mile Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 3 0.007 Engineering Plan Review 15 0.327 Sketch Plan Review 12 0.255 Totals 30 0.589 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 13 0.219 Totals 24 0.468 208 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-577 Agenda Date:10/19/2026 TITLE:..title FY25 CDBG Consolidated Annual Performance Evaluation Report (CAPER) INFORMATION CONTACT: Monica Culbreath, Budget & Grants Management Department, Grants Specialist, 704-283-3580 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County is required to make available for public comment and submit a Consolidated Annual Performance Evaluation Report (CAPER) to the United States Department of Housing and Urban Development (HUD) per 24 CFR Part 91. This report is a summary of accomplishments and actions taken for activities stated in the prior year (July 1, 2025, through June 30, 2026) Action Plan. The CAPER was made available for public review and comment for a period of fifteen (15) days beginning October 3, 2026, and ending October 18, 2026. Notice of the public comment period was advertised in local newspapers and on the County’s website. There were no comments. FINANCIAL IMPACT: None - Information Only Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™209 CAPER 1 OMB Control No: 2506-0117 (exp. 09/30/2021) 2025 CDBG Comprehensive Annual Performance Evaluation Report (CAPER) 210 CAPER 2 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-05 - Goals and Outcomes Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) As a recipient of Community Development Block Grant (CDBG) funds, Union County is required to submit a Consolidated Annual Performance and Evaluation Report (CAPER) within 90 days of the end of its program year. For the program year ending June 30, 2026, the original submission deadline was September 28, 2026. This CAPER summarizes accomplishments, allocations, and expenditures for July 1, 2025–June 30, 2026, representing the fifth year of the County’s 2021–2026 Consolidated Planning cycle. The projects and activities included in the PY2025 Annual Action Plan were designed to address the housing and community development needs of low- and moderate-income (LMI) residents of Union County. During this reporting period, the County supported public service activities and continued the development and implementation of housing and multi-year infrastructure projects. Although some activities remained in progress at year-end, these efforts supported the County’s Consolidated Plan priorities for Public Services, Affordable Housing, and Public Facilities and Infrastructure. Progress Toward Strategic and Action Plan Goals Public Services – The County continued supporting nonprofit partners providing essential services, including food assistance, emergency shelter, senior services, assistance for victims of domestic violence, and economic and housing stabilization. These activities addressed the needs of eligible LMI residents and qualifying presumed benefit populations. Public Facilities and Infrastructure – The County continued coordinating the Marshville Lighting Project and Jesse Helms Park Phase II, which remained in progress at the close of PY2025. These projects are intended to improve community facilities, accessibility, and recreational opportunities. The earlier Jesse Helms Park project was completed in PY2024 and is a prior-year accomplishment rather than a PY2025 completion. Affordable Housing – The Home Repair Program remained in development during PY2025, with no completed home repairs reported during the reporting period. The program is intended to improve housing conditions for eligible LMI households. The Septic System Repair Program was completed in a prior program year and is not reported as a new PY2025 accomplishment. Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) During PY2025, Union County made progress toward its Consolidated Plan goals through public service activities addressing food assistance, emergency shelter, senior services, domestic violence support, and economic and housing stabilization. Actual accomplishments are compared with the proposed outcomes in the accompanying goals and outcomes table. Progress toward affordable housing and public facilities and infrastructure goals was slower than anticipated. The Home Repair Program remained in development, and no completed rehabilitation units 211 CAPER 3 OMB Control No: 2506-0117 (exp. 09/30/2021) were reported during the program year. Delays associated with project preparation and implementation affected the County’s ability to achieve its housing goals. The Marshville Lighting Project and Jesse Helms Park Phase II also remained in progress at year-end. Project scheduling, permitting, and coordination requirements delayed completion and the reporting of associated outcomes. These multi-year activities will contribute toward the County’s goals as work is completed and accomplishments are documented. The County continues to coordinate with subrecipients and project partners to address implementation barriers, monitor schedules, and advance unfinished activities. Goal Category Source / Amount Indicator Unit of Measure Expected – Strategic Plan Actual – Strategic Plan Percent Complete Economic Development Non-Housing Community Development CDBG: $ Other Other 10 0 0.00% Improve Public Facilities and Infrastructure Non-Housing Community Development CDBG: $ Public Facility or Infrastructure Activities other than Low/Moderate Income Housing Benefit Persons Assisted 200 0 0.00% Improve Public Facilities and Infrastructure Non-Housing Community Development CDBG: $ Public Facility or Infrastructure Activities for Low/Moderate Income Housing Benefit Households Assisted 20 0 0.00% Promote Affordable Housing Affordable Housing CDBG: $ Homeowner Housing Rehabilitated Household Housing Unit 10 0 0.00% Support Delivery of Public Services Homeless Non- Homeless Special Needs CDBG: $120,241.05 + 13,000.00 prior year fund Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 4000 8443 211.08% Support Delivery of Public Services Homeless Non- Homeless Special Needs CDBG: $ Public service activities for Low/Moderate Income Housing Benefit Households Assisted 0 0 212 CAPER 4 OMB Control No: 2506-0117 (exp. 09/30/2021) Support Delivery of Public Services Homeless Non- Homeless Special Needs CDBG: $ Homeless Person Overnight Shelter Persons Assisted 0 129 Support Delivery of Public Services Homeless Non- Homeless Special Needs CDBG: $ Overnight/Emergency Shelter/Transitional Housing Beds added Beds 0 0 Table 1 - Accomplishments – Program Year & Strategic Plan to Date Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified. Union County’s use of CDBG funds during Program Year 2025 addressed the priorities established in its Consolidated Plan and Annual Action Plan, with emphasis on public facilities and infrastructure, affordable housing, and public services benefiting low- and moderate-income residents. The Annual Action Plan allocated $260,523 for public facilities and infrastructure. The County continued work on the Marshville lighting project and began the drafting process for Phase II of the Jesse Helms Project. These activities support the objective of improving community facilities and creating a suitable living environment. As of the preparation of this CAPER, lighting installation in Marshville is underway, although a change order delayed the project schedule. Jesse Helms Phase II remains in the drafting stage. These investments align with the County’s priorities, but their full benefits will be realized as the projects are completed. Affordable housing was another major funding priority, with $260,522 allocated to improve and preserve decent, safe, sanitary, and affordable housing. The Annual Action Plan established a rehabilitation goal of 10 households. The County continued developing its Home Repair Program, with Habitat for Humanity serving as the subrecipient responsible for rehabilitation activities. The program experienced delays because an insufficient number of qualified bids were received, requiring the repair work to be rebid. No home repairs were completed during the reporting period; therefore, the County did not achieve its annual rehabilitation goal. The County continues working toward completing repairs for eligible low- and moderate-income homeowners. The plan also allocated $120,241.05 for public services addressing the needs of low- and moderate- income residents and vulnerable populations. CDBG-supported services addressed food insecurity, emergency shelter, senior assistance, and economic stability. These activities supported the objectives of meeting essential needs, promoting household stability, and helping residents move toward self- 213 CAPER 5 OMB Control No: 2506-0117 (exp. 09/30/2021) sufficiency. Administration and planning funds supported program management, financial oversight, coordination with subrecipients, and required planning and reporting activities. These functions supported the delivery of the County’s housing, infrastructure, and public-service activities. Overall, the County directed CDBG resources toward the priorities identified in its plans. Public services addressed immediate community needs, while housing and infrastructure activities supported longer- term improvements. Implementation delays limited progress on capital projects, and bidding challenges delayed home repairs. Continued attention to procurement and project schedules will be necessary to complete these activities and achieve the intended outcomes. 214 CAPER 6 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted). 91.520(a) CDBG White 361 Black or African American 254 Asian 4 American Indian or American Native 0 Native Hawaiian or Other Pacific Islander 0 Total 619 Hispanic 33 Not Hispanic 586 Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative The table above summarizes the racial and ethnic composition of beneficiaries assisted through Union County’s CDBG-funded activities during Program Year 2025, covering July 1, 2025, through June 30, 2026. The information is based on beneficiary data reported by subrecipients and recorded in IDIS. Race and ethnicity are reported separately; Hispanic beneficiaries may be of any race. The subrecipient annual reports reported racial composition included 361 White persons, 254 Black or African American persons, 4 Asian persons, 1 Black or African American and White person, 1 American Indian or Alaska Native and Black or African American person, 4 multiracial persons, and 995 persons classified as Other or Not Listed Above. No persons were reported in the remaining racial categories. The subrecipient annual reports identified a combined total of 1,620 persons assisted and a total of 75 Hispanic or Latino persons were reported. 215 CAPER 7 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-15 - Resources and Investments 91.520(a) Identify the resources made available Source of Funds Source Resources Made Available Amount Expended During Program Year CDBG public - federal 2,210,147.77 1,050,131.25 Table 3 - Resources Made Available Narrative The PY2025 PR26 reports total CDBG resources available of $2,210,147.77 (Line 08), consisting of $1,408,540.77 in unexpended prior-year funds and the $801,607 entitlement grant. Total expenditures during July 1, 2025–June 30, 2026 were $1,050,131.25 (Line 15), including expenditures from prior-year grants. The unexpended balance at year-end was $1,160,016.52 (Line 16). The 2025 Annual Action Plan identified $814,607 in planned resources, comprising the $801,607 annual allocation and $13,000 in FY2024 funds allocated to a subrecipient; this planned amount differs from total available resources because PR26 includes all unexpended prior-year funds. Program-year expenditures included $157,003.40 for public services (Line 27), $160,109.43 for planning and administration (Lines 12 and 37), $731,268.42 for public facilities and infrastructure (Matrix Code 03F voucher detail), and $1,750.00 for Habitat for Humanity (Matrix Code 14A voucher detail). These amounts total $1,050,131.25. Infrastructure expenditures included $695,434.29 for Marshville park lighting and $35,834.13 for Jesse Helms Park Phase II. Expenditures on activities still in progress do not represent completed project accomplishments. Public Service Cap Narrative The 2024 PR26 includes adjustments in Part IV: Public Service (PS) Cap Calculations due to the approval of 2018 Annual Action Plan Amendments. Line 34 includes the reallocated amount to Public Services of $59,320.83. Line 29 includes obligated contract amounts of $59,320.83 at the beginning of the current program year to account for the approval of the reallocated funding of 2018 funding to be used for Public Services. HUD approved the substantial amendment below on December 18, 2024. 2018 Annual Action Plan Substantial Amendment #6 The 2018 Annual Action Plan (2018AAP) is proposed to be amended to reflect the change to include the relocation of FY2018 Public Facilities and Infrastructure funds ($59,320.83) to Public Services funds in FY 2024. The funds will be allocated to Public Service funding FY 2024 (increase of $59,320.83). 216 CAPER 8 OMB Control No: 2506-0117 (exp. 09/30/2021) Due to the above prior year allocations, Public services expenditures in 2026 were more than 15% per PR26. Identify the geographic distribution and location of investments Target Area Planned Percentage of Allocation Actual Percentage of Allocation Narrative Description Marshville Monroe Stallings Union County CDBG Program Area Project area includes the ETJ areas of Union County. Union County ETJ Waxhaw Weddington Wingate Table 4 – Identify the geographic distribution and location of investments Narrative Union County directed CDBG investments toward eligible communities and residents within the Union County CDBG Program Area. Site-specific public facility investments included the Marshville Municipal Park lighting project located in Marshville and Phase II of the Jesse Helms Park project is located in Wingate. Public-service activities were delivered through Common Heart’s Pantry Network and Economic Empowerment programs, Council on Aging, Community Shelter of Union County, and Turning Point. Although these organizations maintain offices or facilities in Indian Trail and Monroe, the geographic benefit of CDBG-funded services is determined by the eligible residents served rather than solely by the organizations’ addresses. The Home Repair Program targets eligible low- and moderate-income homeowners within the County’s CDBG Program Area. Housing investments are identified by the locations of assisted properties. No completed home repairs were reported during Program Year 2025. 217 CAPER 9 OMB Control No: 2506-0117 (exp. 09/30/2021) Leveraging Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan. Union County does not leverage additional resources or require its CDBG subrecipients to provide matching funds. CDBG funds support eligible activities addressing the priorities identified in the Consolidated Plan and Annual Action Plan. Existing publicly owned park property at Marshville Municipal Park and Jesse Helms Park supports the County’s public facility improvement activities. This property is not reported as a matching contribution or assigned a leveraged dollar value. 218 CAPER 10 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-20 - Affordable Housing 91.520(b) Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low -income, low-income, moderate-income, and middle-income persons served. One-Year Goal Actual Number of Homeless households to be provided affordable housing units 0 0 Number of Non-Homeless households to be provided affordable housing units 0 0 Number of Special-Needs households to be provided affordable housing units 0 0 Total 0 0 Table 5 – Number of Households One-Year Goal Actual Number of households supported through Rental Assistance 0 0 Number of households supported through The Production of New Units 0 0 Number of households supported through Rehab of Existing Units 0 0 Number of households supported through Acquisition of Existing Units 0 0 Total 0 0 Table 6 – Number of Households Supported Discuss the difference between goals and outcomes and problems encountered in meeting these goals. Union County’s 2025 Annual Action Plan established a goal of assisting 10 low- and moderate-income homeowner households through rehabilitation of existing housing. The County continued implementing its CDBG-funded Home Repair Program, with Habitat for Humanity serving as the subrecipient responsible for carrying out repairs. No rehabilitation projects were completed during Program Year 2025, resulting in an actual outcome of zero households assisted through completed repairs. 219 CAPER 11 OMB Control No: 2506-0117 (exp. 09/30/2021) Implementation was delayed by difficulties obtaining a sufficient number of qualified bids, requiring the repair work to be rebid. As of the preparation of this CAPER, five homes were awaiting contractor selection. The County continues coordinating with Habitat for Humanity to advance these repairs. Because no housing rehabilitation projects were completed during the reporting period, no completed housing assistance outcomes were reported for extremely low-income, low-income, moderate-income, or middle-income households. The County did not report households assisted through rental assistance, production of new units, or acquisition of existing units. Discuss how these outcomes will impact future annual action plans. Program Year 2025 was the first year of implementation for Union County’s Home Repair Program. During this initial year, the County and Habitat for Humanity worked through the internal procedures and administrative processes needed to carry out the program. Contractor availability and the need to rebid repair work also affected implementation schedules. These experiences will guide future Annual Action Plans by helping the County establish realistic rehabilitation goals and allow sufficient time for procurement and project preparation. As procedures become more established, the County anticipates greater stability in program delivery and more consistent progress toward completing repairs for eligible low- and moderate-income homeowners. Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity. Number of Households Served CDBG Actual HOME Actual Extremely Low-income 0 0 Low-income 0 0 Moderate-income 0 0 Total 0 0 Table 7 – Number of Households Served Narrative Information No households were reported as receiving completed CDBG-funded housing rehabilitation assistance during Program Year 2025. Therefore, the actual number of extremely low-income, low-income, and moderate-income households served through completed rehabilitation was zero. 220 CAPER 12 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through: Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs During Program Year 2025, Union County supported efforts to address homelessness through CDBG funding for Community Shelter of Union County. The Shelter’s outreach and assessment services help identify the needs of people experiencing homelessness, including unsheltered individuals, and connect them with emergency shelter, food, case management, and housing resources. Individual assessments help determine barriers to housing and the services needed to support housing stability. Addressing the emergency shelter and transitional housing needs of h omeless persons Union County supported emergency shelter needs through CDBG funding for Community Shelter of Union County and Turning Point. Community Shelter provides emergency shelter and supportive services for individuals and families experiencing homelessness. Turning Point provides safe shelter and supportive services for survivors of domestic violence. These services address immediate safety and shelter needs while helping participants identify options for stable housing. No separate CDBG-funded transitional housing activity was identified for Program Year 2025. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agenc ies that address housing, health, social services, employment, education, or youth needs Union County supported homelessness prevention by funding services that address basic needs and household stability. Common Heart’s Pantry Network helped reduce food insecurity, while its Economic Empowerment program supported participants in building economic stability and self-sufficiency. Council on Aging provided services supporting older adults’ independence, and Community Shelter and Turning Point addressed shelter and housing-related needs. These activities helped residents facing financial hardship or other circumstances that can increase the risk of homelessness. Coordination and referrals among service providers connected residents with available housing, health, social-service, and employment resources. A separate CDBG-funded activity specifically addressing discharge from institutions or systems of care was not identified for the reporting period. 221 CAPER 13 OMB Control No: 2506-0117 (exp. 09/30/2021) Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again Union County supported the transition from homelessness to permanent housing through its funding of Community Shelter of Union County. The Shelter’s rehousing and case management services help individuals and families address barriers to obtaining housing and connect with resources needed to maintain independent living. These services support the County’s objectives of reducing the time residents experience homelessness and preventing a return to homelessness. Turning Point also assists survivors of domestic violence with safety planning, case management, and connections to housing resources. Together, these providers address immediate shelter needs and support movement toward stable housing. Progress for the reporting year should be measured using verified shelter, rehousing, and housing-retention outcomes. 222 CAPER 14 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-30 - Public Housing 91.220(h); 91.320(j) Actions taken to address the needs of public housing Union County does not own or operate public housing. Monroe Housing Authority is responsible for administering public housing and Housing Choice Voucher programs serving the City of Monroe and Union County. Consistent with the 2025 Annual Action Plan, no direct County public housing improvement activity was identified for Program Year 2025. Actions taken to encourage public housing residents to become more involved in management and participate in homeownership Resident engagement and self-sufficiency services are administered by Monroe Housing Authority. The 2025 Annual Action Plan identifies its Resident Opportunities and Self-Sufficiency (ROSS) Program, which provides individual case management to help residents address barriers, pursue education and employment goals, and build independent living skills. No separate County-led activity promoting resident participation in public housing management or homeownership was identified for Program Year 2025. Actions taken to provide assistance to troubled PHAs The 2025 Annual Action Plan identified assistance to troubled public housing authorities as not applicable. No County assistance to a troubled public housing authority was identified for Program Year 2025 223 CAPER 15 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) Union County continued developing its Home Repair Program to address housing conditions and repair costs that can threaten the stability of low- and moderate-income homeowners. During this first year of implementation, the County worked through administrative procedures and coordinated with Habitat for Humanity to prepare repair activities. No changes to land use controls, zoning ordinances, tax policies, building codes, fees, or growth limitations were documented for this reporting period. Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) Union County used CDBG funds to support services addressing food insecurity, emergency shelter, domestic violence, senior assistance, and economic stability. Funded providers included Common Heart, Community Shelter of Union County, Turning Point, and Council on Aging. The County coordinated with subrecipients and reviewed reimbursement requests and supporting documentation to support program delivery. Housing rehabilitation faced implementation and bidding challenges, and the County continued working with Habitat for Humanity to advance pending repairs. Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) No CDBG-funded home repairs were completed during Program Year 2025; therefore, no completed lead hazard reduction work was reported. As the Home Repair Program moves forward, the County will ensure that applicable lead-based paint requirements are addressed for assisted properties, including required notices, assessments, safe work practices, and clearance, as appropriate. Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) Union County supported activities addressing immediate needs and barriers to economic stability. Common Heart’s Pantry Network provided food assistance, while its CDBG-supported Economic Empowerment program reported serving 37 participants through activities promoting financial knowledge, planning, and self-sufficiency. Common Heart’s annual report also documented 21 participants completing its Emergency Savings Incentive Program, each earning a $500 savings incentive funded with non-CDBG resources to establish or strengthen an emergency fund. These broader program outcomes demonstrate progress toward financial stability. Community Shelter and Turning Point addressed shelter and safety needs, while Council on Aging supported older adults’ independence. Together, these activities supported the County’s anti-poverty objectives by addressing basic needs and helping residents build resources for greater household 224 CAPER 16 OMB Control No: 2506-0117 (exp. 09/30/2021) stability. Actions taken to develop institutional structure. 91.220(k); 91.320(j) Union County’s Budget and Grants Management Department administered the CDBG program through coordination with Finance, nonprofit subrecipients, municipal staff, and project providers. Activities included financial review, reimbursement processing, tracking expenditures and accomplishments, and preparation of required plans and reports. During the first year of Home Repair implementation, the County and Habitat for Humanity worked through the procedures needed to administer rehabilitation activities. This experience will inform future program delivery and implementation schedules. Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j) Union County continued coordinating with Habitat for Humanity on the Home Repair Program and with public-service subrecipients on services for eligible residents. Communication with Common Heart, Community Shelter, Turning Point, and Council on Aging supported reporting, reimbursement review, and identification of program needs. Coordination with municipal staff and County departments also supported public facility projects. These relationships helped align housing, community development, and supportive services with the priorities established in the Annual Action Plan. Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Union County continued addressing housing stability and access to supportive services through activities aligned with its Annual Action Plan and informed by its Analysis of Impediments to Fair Housing Choice. Development of the Home Repair Program supported the objective of preserving safe and affordable housing for eligible homeowners. Public-service funding addressed needs associated with food insecurity, homelessness, domestic violence, aging, and economic instability. No completed housing rehabilitation outcomes were reported during the year. These activities represent progress in program development and service delivery, rather than evidence that identified fair housing impediments have been eliminated. 225 CAPER 17 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-40 - Monitoring 91.220 and 91.230 Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements Union County monitors CDBG activities through subrecipient reporting, review of reimbursement requests and supporting documentation, and desk reviews of program records. Reviews address compliance with subrecipient agreements, eligible activities, national objectives, income eligibility, financial management, procurement, and applicable federal requirements. Subrecipients submit quarterly and annual reports documenting expenditures, beneficiaries, and progress toward approved goals. The County reviews client records, income certifications, expenditure records, timesheets, procurement documentation, and program policies, as applicable. Finance reviews financial documentation supporting reimbursement requests. Matters requiring clarification or correction are communicated to subrecipients, with follow-up documentation retained in the monitoring files. For housing and public facility activities, monitoring also addresses environmental review, project schedules, contractor procurement, and applicable labor standards, lead-based paint, and Section 3 requirements. Procurement reviews will include documentation of applicable efforts to provide opportunities for minority- and women-owned businesses. The County uses monitoring results to provide technical assistance, improve procedures, and inform future planning. Activities are reviewed for consistency with the Consolidated Plan and Annual Action Plan. Continued record retention and follow-up support long-term compliance with CDBG requirements. Citizen Participation Plan 91.105(d); 91.115(d) Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports. Union County will make the draft Program Year 2025 CAPER available for public review and comment for at least 15 days before submission to HUD, consistent with its Citizen Participation Plan. Public notice will identify the review period, how residents may access the draft, and how comments may be submitted. 226 CAPER 18 OMB Control No: 2506-0117 (exp. 09/30/2021) The County will consider comments received and include a summary of comments and its responses in the final CAPER. Publication documentation and public comments will be retained in the report file. The final narrative will identify the actual notice date, comment period, and any meeting at which the CAPER is considered. CR-45 - CDBG 91.520(c) Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences. Union County continued pursuing its established objectives of supporting public services, preserving affordable housing, and improving public facilities and infrastructure. The experiences of Program Year 2025 identified a need to refine implementation procedures and schedules rather than change these overall objectives. During the first year of Home Repair Program implementation, the County and Habitat for Humanity worked through administrative processes needed to deliver repairs. An insufficient number of qualified bids required repair work to be rebid, delaying completion. These experiences will inform future rehabilitation goals, procurement schedules, and project preparation. As procedures become established, the County anticipates greater stability and more consistent progress in program delivery. The Marshville lighting project experienced a delay related to a change order, while Jesse Helms Phase II remained in the drafting process. These experiences will guide future project scheduling and coordination. The County will continue reviewing project readiness, expenditures, and progress toward planned outcomes to improve implementation. Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants? No [BEDI grantees] Describe accomplishments and program outcomes during the last year. 227 CAPER 19 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-58 – Section 3 Identify the number of individuals assisted and the types of assistance provided Total Labor Hours CDBG HOME ESG HOPWA HTF Total Number of Activities 0 0 0 0 0 Total Labor Hours Total Section 3 Worker Hours Total Targeted Section 3 Worker Hours Table 8 – Total Labor Hours Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers Outreach efforts to generate job applicants who are Other Funding Targeted Workers. Direct, on-the job training (including apprenticeships). Indirect training such as arranging for, contracting for, or paying tuition for, off-site training. Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching). Outreach efforts to identify and secure bids from Section 3 business concerns. Technical assistance to help Section 3 business concerns understand and bid on contracts. Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns. Provided or connected residents with assistance in seeking employment including: drafting resumes,preparing for interviews, finding job opportunities, connecting residents to job placement services. Held one or more job fairs. Provided or connected residents with supportive services that can provide direct services or referrals. Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation. Assisted residents with finding child care. Assisted residents to apply for, or attend community college or a four year educational institution. Assisted residents to apply for, or attend vocational/technical training. Assisted residents to obtain financial literacy training and/or coaching. Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns. Provided or connected residents with training on computer use or online technologies. Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses. Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act. 228 CAPER 20 OMB Control No: 2506-0117 (exp. 09/30/2021) Other. Table 9 – Qualitative Efforts - Number of Activities by Program Narrative The Marshville Municipal Park lighting project was not completed during Program Year 2025 and is not reported as a completed Section 3 activity in this CAPER. The County will continue collecting applicable contractor and subcontractor labor-hour records, Section 3 worker and Targeted Section 3 worker documentation, and records of qualitative efforts throughout project implementation. Project results will be reported upon completion in accordance with HUD reporting requirements. CR-60 - ESG 91.520(g) (ESG Recipients only) ESG Supplement to the CAPER in e-snaps For Paperwork Reduction Act 1. Recipient Information—All Recipients Complete Basic Grant Information Recipient Name Union County Organizational DUNS Number 079051637 UEI EIN/TIN Number 566000345 Indentify the Field Office GREENSBORO Identify CoC(s) in which the recipient or subrecipient(s) will provide ESG assistance ESG Contact Name Prefix First Name Middle Name Last Name Suffix Title ESG Contact Address Street Address 1 229 CAPER 21 OMB Control No: 2506-0117 (exp. 09/30/2021) Street Address 2 City State ZIP Code Phone Number Extension Fax Number Email Address ESG Secondary Contact Prefix First Name Last Name Suffix Title Phone Number Extension Email Address 2. Reporting Period—All Recipients Complete Program Year Start Date 07/01/2025 Program Year End Date 06/30/2026 3a. Subrecipient Form – Complete one form for each subrecipient Subrecipient or Contractor Name City State Zip Code DUNS Number UEI Is subrecipient a vistim services provider Subrecipient Organization Type ESG Subgrant or Contract Award Amount 230 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-557 Agenda Date:10/19/2026 TITLE:..title Human Resources Reports for August 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 August 2026. FINANCIAL IMPACT: None. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™231 Name 8/24/26 8/24/26 8/9/26 8/24/26 8/10/26 8/10/26 8/24/26 8/24/26 8/10/26 8/10/26 8/10/26 8/24/26 8/10/26 8/10/26 8/10/26 MONICA L BELK LIBRARY ASSOCIATE PT MATTHEW L RUSHING UTILITY TECHNICIAN I SHERIFF/JAIL/FACILITIES GINA A HANEY ADMINISTRATIVE PROF I MICHAEL R LAMBERT DEPUTY SHERIFF PT UCW - UTILITY BUSINESS SVCS CHYNA S MCALLISTER CUSTOMER SERVICE SPECIALIST SARA A SCHOLTENS CUSTOMER SERVICE SPECIALIST UCW - WATER & WASTEWATER OPS SHERIFF/JAIL/FAC 80.5 HRS JESSE C FURR DETENTION OFFICER SOUTH PIEDMONT REG AUTOPSY CTR BARRY G THORNTON SPRAC CHIEF INVESTIGATOR VICTORIA A BALDWIN GRAPHIC DESIGNER PUBLIC LIBRARY IRUE OHARA LIBRARY ASSOCIATE PT JACOB D LAHAYE LIBRARY ASSISTANT PT PUBLIC COMMUNICATIONS JEREMY H SMITH MAINTENANCE TECHNICIAN HS - SOCIAL SERVICES KIRSTEN A KESSLER SENIOR SOCIAL WORKER PARKS AND RECREATION LELA M WHITMIRE SR PARK ATTENDANT - SEASONAL UNION COUNTY PERSONNEL REPORT REPORT OF NEW HIRES August 2026 Hire Date Position FF - FACILITIES MANAGEMENT CHRISTOPHER G JOYAL ELECTRICIAN Page 1 of 1 232 Name UNION COUNTY PERSONNEL REPORT REPORT OF RETIREES AND SEPARATIONS FROM SERVICE August 2026 Hire Date Separation Date Position SEPARATION FROM SERVICE 911 COMMUNICATIONS PAIGE M HAILEY 3/14/22 8/26/26 TELECOMMUNICATOR I PT HOLLY R DILL 5/18/26 8/7/26 TELECOMMUNICATOR I BOARD OF ELECTIONS BOYANA MERIC 9/12/20 8/18/26 ONE STOP OFFICE SUPPORT TERESA A HILTON 9/12/20 8/18/26 ONE STOP OFFICE SUPPORT BERNIE R HILTON 9/12/20 8/18/26 ONE STOP OFFICE SUPPORT GAYNELL H MARTIN 5/16/22 8/13/26 ONE STOP OFFICE SUPPORT ANA R ACOSTA 5/16/22 8/17/26 ONE STOP OFFICE SUPPORT NANCY B POLLAK 11/7/22 8/14/26 ONE STOP OFFICE SUPPORT NANCY C HANCE 1/27/24 8/18/26 ONE STOP OFFICE SUPPORT ESTER N ACOSTA 2/12/24 8/17/26 ONE STOP OFFICE SUPPORT DORNINO J CIABATTONI 10/6/25 8/13/26 ONE STOP OFFICE SUPPORT RACHEAL L EUDY 10/20/25 8/17/26 ONE STOP OFFICE SUPPORT STEPHANIE B RINK 2/21/26 8/14/26 ONE STOP OFFICE SUPPORT COOPERATIVE EXTENSION ZARIA A REEP 6/15/26 8/26/26 FARMERS MARKET ASSISTANT PT HS - COMMUNITY SUP & OUTREACH LAMONT L REAVES 9/18/17 8/28/26 SOCIAL WORKER HS - SOCIAL SERVICES ALEX E SCOTT 3/10/25 8/28/26 SOCIAL WORKER TRAINEE AVI C WILLIAMS 10/6/25 8/11/26 SOCIAL WORK SUPERVISOR HS - TRANSPORTATION ROBERT E GRIFFIN 6/15/26 8/21/26 TRANSPORTATION DRIVER PT PARKS AND RECREATION ALEXANDER C HAMMOND 5/11/24 8/21/26 PARK ATTENDANT - SEASONAL MAKENZIE A THORNTON 6/1/24 8/22/26 RECREATION ASST - SEASONAL PAUL W WOODS 6/7/25 8/22/26 RECREATION ASST - SEASONAL SARAH I HARRELL 3/28/26 8/15/26 OFFICE ATTENDANT - SEASONAL VALERIE A CISNEROS-ROMAN 5/16/26 8/1/26 HEAD LIFEGUARD - SEASONAL KAYLEE G HINSON 5/30/26 8/22/26 RECREATION ASST - SEASONAL PUBLIC LIBRARY ANGELA M SCOTT 7/3/23 8/27/26 LIBRARY SPECIALIST PT JOELLE E JAY 6/9/26 8/4/26 RECREATION ASST - SEASONAL Page 1 of 2 233 Name Hire Date Separation Date Position SHEILA COLON-BAGLEY 11/17/25 8/11/26 LIBRARY ASSOCIATE PT VICTORIA A ALVAREZ-ADAMS 12/1/25 8/17/26 LIBRARY ASSISTANT PT 8/20/26 LIBRARY ASSOCIATE PT SOLID WASTE RICHARD B BEST 5/19/25 8/15/26 UTILITY SITE ATTENDANT GEORGE T JACKSON 3/9/26 8/7/26 UTILITY TECHNICIAN I TA - REVENUE MCKAYLAN E NANCE 9/14/20 8/21/26 DEPUTY TAX COLLECTOR UCW - WATER & WASTEWATER OPS JAMES W PETERS 3/11/24 8/17/26 WATER TRT PLANT OP II VIGNESH SRIRAM 4/20/26 Page 2 of 2 234 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-559 Agenda Date:10/19/2026 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 August 2026 NCVTS releases and refunds less than $100 and prorations approved by the finance officer. FINANCIAL IMPACT: None. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™235 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 ($7.80)$0.00 200 TAX ($30.52)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.73)$0.00 005 TAX ($0.31)$0.00 004 TAX ($2.70)$0.00 002 TAX ($18.58)$0.00 Refund 001 TAX ($15.24)$0.00 600 TAX ($23.05)$0.00 020 TAX ($6.26)$0.00 003 TAX ($1.44)$0.00 005 TAX ($0.61)$0.00 004 TAX ($5.27)$0.00 002 TAX ($36.31)$0.00 Refund 001 TAX ($16.59)$0.00 019 TAX ($7.32)$0.00 003 TAX ($1.56)$0.00 005 TAX ($0.66)$0.00 004 TAX ($5.74)$0.00 002 TAX ($39.54)$0.00 Refund 001 TAX ($19.10)$0.00 700 TAX ($32.12)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($7.85)$0.00 003 TAX ($1.80)$0.00 005 TAX ($0.77)$0.00 004 TAX ($6.61)$0.00 002 TAX ($45.51)$0.00 Refund 001 TAX ($4.54)$0.00 700 TAX ($7.63)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($1.72)$0.00 003 TAX ($0.43)$0.00 005 TAX ($0.18)$0.00 004 TAX ($1.57)$0.00 002 TAX ($10.81)$0.00 Refund 001 TAX ($15.01)$0.00 014 TAX ($5.87)$0.00 003 TAX ($1.41)$0.00 005 TAX ($0.60)$0.00 004 TAX ($5.19)$0.00 002 TAX ($35.76)$0.00 Refund 001 TAX ($23.93)$0.00 500 TAX ($61.73)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($9.79)$0.00 003 TAX ($2.25)$0.00 005 TAX ($0.96)$0.00 004 TAX ($8.28)$0.00 002 TAX ($57.01)$0.00 Refund 001 TAX ($1.25)$0.00 025 TAX ($0.50)$0.00 003 TAX ($0.12)$0.00 005 TAX ($0.05)$0.00 004 TAX ($0.43)$0.00 002 TAX ($2.98)$0.00 Refund 001 TAX ($8.87)$0.00 700 TAX ($14.91)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($3.64)$0.00 003 TAX ($0.83)$0.00 005 TAX ($0.36)$0.00 004 TAX ($3.07)$0.00 002 TAX ($21.13)$0.00 Refund 8/10/2026 8/11/2026 ($8.87) ($14.91) $0.00 ($3.64) ($0.83) ($0.36) ($3.07) ($21.13) $52.81 ($2.98) $5.33 BEY, KA WAAS BEY, KA WAAS 403 NOUVELLE DR MATTHEWS, NC 28104 Proration 0091628302 MCH4486 AUTHORIZED 1011203488 Refund Generated due to proration on Bill #0091628302-2025- 2025-0000-00 Vehicle Sold ($1.25) ($0.50) ($0.12) ($0.05) ($0.43) 757311768 Refund Generated due to proration on Bill #0007021027-2025- 2025-0000-00 Vehicle Totalled 8/3/2026 8/4/2026WAXHAW, NC 28173 Proration 0007021027 HCS6991 AUTHORIZEDBELK, HARRY PHILIP BELK, HARRY PHILIP 9009 POTTER RD S 8/6/2026 8/7/2026 ($23.93) ($61.73) $0.00 ($9.79) ($2.25) ($0.96) ($8.28) ($57.01) $163.95 ($35.76) $63.84 BALU, VISHNUPRASAD GOPINATH BALU, VISHNUPRASAD GOPINATH 2101 HOWARDS MILL LN WAXHAW, NC 28173 Proration 0088374698 LFR7303 AUTHORIZED 1010389064 Refund Generated due to proration on Bill #0088374698-2025- 2025-0000-00 Vehicle Sold ($15.01) ($5.87) ($1.41) ($0.60) ($5.19) 759566388 Refund Generated due to proration on Bill #0041992845-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026MONROE, NC 28112 Proration 0041992845 JA8862 AUTHORIZED B. WALTON CONCRETE, INC. B. WALTON CONCRETE, INC. 2003 MANGUM DAIRY RD ($0.18) ($1.57) ($10.81) $26.88 ($4.54) ($7.63) $0.00 ($1.72) ($0.43)1012756056 Refund Generated due to proration on Bill #0017949803-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026MATTHEWS, NC 28104 Proration 0017949803 PLV8461 AUTHORIZEDANDERSEN, MORTEN ANDERSEN, MORTEN ANDERSEN, LORI ANNE 8115 GLAMORGAN LN 8/18/2026 8/19/2026 ($19.10) ($32.12) $0.00 ($7.85) ($1.80) ($0.77) ($6.61) ($45.51) $113.76 ($39.54) $71.41 ANAYA, LESLI MICHELE ANAYA, LESLI MICHELE 6092 SAPWOOD CT MATTHEWS, NC 28104 Proration 0088737293 MAKAIC AUTHORIZED 1012803240 Refund Generated due to proration on Bill #0088737293-2025- 2025-0000-00 Vehicle Sold ($16.59) ($7.32) ($1.56) ($0.66) ($5.74) 761463624 Refund Generated due to proration on Bill #0080733003-2025- 2025-0000-00 Vehicle Sold 8/28/2026 8/31/2026MONROE, NC 28110 Proration 0080733003 JCC1590 AUTHORIZEDALLMON, LARRY GENE ALLMON, LARRY GENE 104 BRIGHTLAND RUN Vehicle Sold 8/24/2026 8/25/2026 ($15.24) ($23.05) ($6.26) ($1.44) ($0.61) ($5.27) ($36.31) $88.18 ($2.70) ($18.58) $60.64 ALLISON, THAYER STEM JR ALLISON, THAYER STEM JR ALLISON, JULIE MERIDEE 2008 IVY POND LN INDIAN TRAIL, NC 28079 Proration 0077743440 VAN6206 AUTHORIZED 887493789 Refund Generated due to proration on Bill #0077743440-2025- 2025-0000-00 ($7.80) ($30.52) $0.00 ($0.73) ($0.31)884304946 Refund Generated due to proration on Bill #0091051934-2025- 2025-0000-00 Vehicle Sold 8/7/2026 8/10/2026MONROE, NC 28112 Proration 0091051934 EBP1662 AUTHORIZEDALBA, LISSETTE ALBA, LISSETTE 1542 SECREST COMMONS DR North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change Page 1 of 19 236 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 ($1.20)$0.00 026 TAX ($0.32)$0.00 003 TAX ($0.11)$0.00 005 TAX ($0.05)$0.00 004 TAX ($0.41)$0.00 002 TAX ($2.86)$0.00 Refund 001 TAX ($5.76)$0.00 200 TAX ($22.55)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.54)$0.00 005 TAX ($0.23)$0.00 004 TAX ($1.99)$0.00 002 TAX ($13.72)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($4.05)$0.00 200 VEHICLE FEE ($30.00)$0.00 028 TAX $0.47 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($22.21)$0.00 101 TAX ($11.13)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($6.01)$0.00 003 TAX ($2.09)$0.00 005 TAX ($0.89)$0.00 004 TAX ($7.69)$0.00 002 TAX ($52.93)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($295.90)$0.00 200 VEHICLE FEE ($30.00)$0.00 500 TAX $195.03 $0.00 500 VEHICLE FEE $25.00 $0.00 028 TAX $34.50 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($77.53)$0.00 200 VEHICLE FEE ($30.00)$0.00 018 TAX $13.60 $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 ($31.94)$0.00 026 TAX ($8.64)$0.00 003 TAX ($3.01)$0.00 005 TAX ($1.27)$0.00 004 TAX ($11.05)$0.00 002 TAX ($76.10)$0.00 Refund 001 TAX ($43.06)$0.00 019 TAX ($22.10)$0.00 003 TAX ($4.06)$0.00 005 TAX ($1.72)$0.00 004 TAX ($14.90)$0.00 002 TAX ($102.59)$0.00 Refund 001 TAX ($7.61)$0.00 600 TAX ($11.50)$0.00 026 TAX ($2.14)$0.00 003 TAX ($0.71)$0.00 005 TAX ($0.30)$0.00 004 TAX ($2.63)$0.00 002 TAX ($18.11)$0.00 Refund ($2.63) ($18.11) $43.00 ($7.61) ($11.50) ($2.14) ($0.71) ($0.30)886705582 Refund Generated due to proration on Bill #0092367697-2026- 2026-0000-00 Vehicle Totalled 8/20/2026 8/21/2026INDIAN TRAIL, NC 28079 Proration 0092367697 WBC8733 AUTHORIZED CASPER, KIRSTEN NOELLE CASPER, KIRSTEN NOELLE 4016 THORNDALE RD 8/12/2026 8/13/2026 ($43.06) ($22.10) ($4.06) ($1.72) ($14.90) ($102.59) $188.43 ($76.10) $132.01 CABAL, RAFAEL CABAL, RAFAEL 1615 MOORE FARM RD INDIAN TRAIL, NC 28079 Proration 0092193839 MCP4153 AUTHORIZED 758694636 Refund Generated due to proration on Bill #0092193839-2026- 2026-0000-00 Vehicle Sold ($31.94) ($8.64) ($3.01) ($1.27) ($11.05) 759567990 Refund Generated due to proration on Bill #0082714356-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026MATTHEWS, NC 28104 Proration 0082714356 HJB8784 AUTHORIZEDBUTLER, GILBERT SHANE BUTLER, GILBERT SHANE 414 CREPE MYRTLE LN $0.00 ($77.53) ($30.00) $13.60 $0.00 $0.00 $0.00 $0.00 $93.93 $71.37 BURGESS, CONNOR MICHAEL BURGESS, CONNOR MICHAEL 2118 PHILADELPHIA CHURCH RD MARSHVILLE, NC 28103 Adjustment < $100 0092316287 RLC1549 PENDING 1009802168 Refund Generated due to adjustment on Bill #0092316287- 2026-2026-0000 Situs error 8/4/2026 $34.50 $0.00 $0.00 $0.00 $0.00 $0.00 ($295.90) ($30.00) $195.03 $25.00 1262254060 Refund Generated due to adjustment on Bill #0092175431- 2026-2026-0000 Situs error 8/4/2026MARVIN, NC 28173 Adjustment < $100 0092175431 MDA9409 PENDINGBRITCLIFFE, MARK ANDREW BRITCLIFFE, MARK ANDREW BRITCLIFFE, CAROLINE HART 3005 BALFOUR CT ($0.89) ($7.69) ($52.93) $102.95 ($22.21) ($11.13) $0.00 ($6.01) ($2.09)1011593048 Refund Generated due to proration on Bill #0082396750-2025- 2025-0000-00 Vehicle Totalled 8/12/2026 8/13/2026MARVIN, NC 28173 Proration 0082396750 RHY8672 AUTHORIZED BRAUN, KRISTINA QUICK BRAUN, KRISTINA QUICK 9216 ROCK WATER CT $0.00 $0.00 $0.00 $33.58 $0.00 ($4.05) ($30.00) $0.47 $0.001009801944 Refund Generated due to adjustment on Bill #0092316733- 2026-2026-0000 Situs error 8/4/2026WAXHAW, NC 28173 Adjustment < $100 0092316733 MFA4607 PENDINGBOWLING, REED JOSEPH BOWLING, REED JOSEPH 113 ALLUVIUM LN 8/18/2026 8/19/2026 ($5.76) ($22.55) $0.00 ($0.54) ($0.23) ($1.99) ($13.72) $44.79 ($2.86) $4.95 BOWEN, DANA EDWARD BOWEN, DANA EDWARD 2634 ROLLING HILLS DR MONROE, NC 28110 Proration 0088124025 VHY6505 AUTHORIZED 886202289 Refund Generated due to proration on Bill #0088124025-2025- 2025-0000-00 Vehicle Sold ($1.20) ($0.32) ($0.11) ($0.05) ($0.41) 758694810 Refund Generated due to proration on Bill #0068808912-2025- 2025-0000-00 Vehicle Sold 8/12/2026 8/13/2026WAXHAW, NC 28173 Proration 0068808912 KDB7109 AUTHORIZEDBLANTON, DWAYNE THOMAS BLANTON, DWAYNE THOMAS 8924 KENTUCKY DERBY DR Page 2 of 19 237 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($4.79)$0.00 200 TAX ($18.77)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.45)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.66)$0.00 002 TAX ($11.42)$0.00 Refund 001 TAX ($5.61)$0.00 101 TAX ($2.81)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($1.52)$0.00 003 TAX ($0.53)$0.00 005 TAX ($0.22)$0.00 004 TAX ($1.94)$0.00 002 TAX ($13.36)$0.00 Refund 001 TAX ($8.35)$0.00 101 TAX ($4.18)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($2.26)$0.00 003 TAX ($0.79)$0.00 005 TAX ($0.33)$0.00 004 TAX ($2.89)$0.00 002 TAX ($19.89)$0.00 Refund 001 TAX ($5.44)$0.00 026 TAX ($1.47)$0.00 003 TAX ($0.51)$0.00 005 TAX ($0.22)$0.00 004 TAX ($1.88)$0.00 002 TAX ($12.97)$0.00 Refund 001 TAX ($22.23)$0.00 015 TAX ($9.37)$0.00 003 TAX ($2.10)$0.00 005 TAX ($0.89)$0.00 004 TAX ($7.69)$0.00 002 TAX ($52.96)$0.00 Refund 001 TAX ($7.71)$0.00 900 TAX ($10.98)$0.00 023 TAX ($2.93)$0.00 003 TAX ($0.73)$0.00 005 TAX ($0.31)$0.00 004 TAX ($2.67)$0.00 002 TAX ($18.37)$0.00 Refund 001 TAX ($8.88)$0.00 980 TAX ($1.58)$0.00 021 TAX ($4.27)$0.00 003 TAX ($0.84)$0.00 005 TAX ($0.35)$0.00 004 TAX ($3.07)$0.00 002 TAX ($21.16)$0.00 Refund 001 TAX ($13.92)$0.00 600 TAX ($21.06)$0.00 023 TAX ($5.29)$0.00 003 TAX ($1.31)$0.00 005 TAX ($0.56)$0.00 004 TAX ($4.82)$0.00 002 TAX ($33.18)$0.00 Refund 001 TAX ($1.96)$0.00 980 TAX ($0.35)$0.00 021 TAX ($0.94)$0.00 003 TAX ($0.18)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.68)$0.00 002 TAX ($4.68)$0.00 Refund Vehicle Sold 8/13/2026 8/14/2026 ($1.96) ($0.35) ($0.94) ($0.18) ($0.08) ($0.68) ($4.68) $8.87 ($4.82) ($33.18) $80.14 CRUMP, STEVEN ALLEN CRUMP, STEVEN ALLEN CRUMP, ANGELA JANE 615 STATION DR MONROE, NC 28110 Proration 0087555604 VHE6967 AUTHORIZED 885369891 Refund Generated due to proration on Bill #0087555604-2025- 2025-0000-00 ($13.92) ($21.06) ($5.29) ($1.31) ($0.56)883530438 Refund Generated due to proration on Bill #0063576426-2025- 2025-0000-00 Vehicle Sold 8/3/2026 8/4/2026INDIAN TRAIL, NC 28079 Proration 0063576426 PFN7146 AUTHORIZED CROFT, MICHAEL EDMUND CROFT, MICHAEL EDMUND CROFT, BENNETT EDMUND 1003 FAIRBANKS CT Vehicle Sold 8/28/2026 8/31/2026 ($8.88) ($1.58) ($4.27) ($0.84) ($0.35) ($3.07) ($21.16) $40.15 ($2.67) ($18.37) $43.70 COVERT, EDWARD JOHN COVERT, EDWARD JOHN 1464 HONEY TRL MONROE, NC 28112 Proration 0087536917 NX8304 AUTHORIZED 888374305 Refund Generated due to proration on Bill #0087536917-2025- 2025-0000-00 ($7.71) ($10.98) ($2.93) ($0.73) ($0.31)887493341 Refund Generated due to proration on Bill #0031841936-2025- 2025-0000-00 Vehicle Sold 8/24/2026 8/25/2026LAKE PARK, NC 28079 Proration 0031841936 DMY6664 AUTHORIZED COUGHLIN, SANDRA WIELOSZYNSKI COUGHLIN, SANDRA WIELOSZYNSKI 3825 FAITH CHURCH RD 8/14/2026 8/17/2026 ($22.23) ($9.37) ($2.10) ($0.89) ($7.69) ($52.96) $95.24 ($12.97) $22.49 COSTELLO, KATHERINE MARY COSTELLO, KATHERINE MARY 2008 DORCHESTER ROW MONROE, NC 28110 Proration 0084652859 VFZ1534 AUTHORIZED 759081888 Refund Generated due to proration on Bill #0084652859-2025- 2025-0000-00 Vehicle Sold ($5.44) ($1.47) ($0.51) ($0.22) ($1.88) 760033122 Refund Generated due to proration on Bill #0049224554-2025- 2025-0000-00 Vehicle Sold 8/20/2026 8/21/2026WAXHAW, NC 28173 Proration 0049224554 PJP3834 AUTHORIZEDCORCORAN, ELIZABETH CORCORAN, ELIZABETH 8505 BROXBURN LN ($0.33) ($2.89) ($19.89) $38.69 ($8.35) ($4.18) $0.00 ($2.26) ($0.79)1016180112 Refund Generated due to proration on Bill #0076497992-2025- 2025-0000-00 Reg . Out of state 8/31/2026 9/1/2026CEDAR PARK, TX 78613 Proration 0076497992 LAH2793 AUTHORIZED CHOWRIRA, NANDA CHENGAPPA POONACHA CHOWRIRA, NANDA CHENGAPPA POONACHA 4011 GLOUCESTER DR ($0.22) ($1.94) ($13.36) $25.99 ($5.61) ($2.81) $0.00 ($1.52) ($0.53)1016180088 Refund Generated due to proration on Bill #0076498408-2025- 2025-0000-00 Reg . Out of state 8/31/2026 9/1/2026CEDAR PARK, TX 78613 Proration 0076498408 LAH4475 AUTHORIZED CHOWRIRA, NANDA CHENGAPPA POONACHA CHOWRIRA, NANDA CHENGAPPA POONACHA 4011 GLOUCESTER DR Vehicle Totalled 8/24/2026 8/25/2026 ($4.79) ($18.77) $0.00 ($0.45) ($0.19) ($1.66) ($11.42) $37.28 CATRON- MITCHELL, KAMERON EVAN CATRON- MITCHELL, KAMERON EVAN 225 COLLINS AKMAN DR UNIT 105 CHARLOTTE, NC 28262 Proration 0080837288 LCY3740 AUTHORIZED 887493390 Refund Generated due to proration on Bill #0080837288-2025- 2025-0000-00 Page 3 of 19 238 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($8.16)$0.00 023 TAX ($2.56)$0.00 003 TAX ($0.87)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.46)$0.00 002 TAX ($18.72)$0.00 Refund 001 TAX ($7.95)$0.00 015 TAX ($3.35)$0.00 003 TAX ($0.75)$0.00 005 TAX ($0.32)$0.00 004 TAX ($2.75)$0.00 002 TAX ($18.93)$0.00 Refund 001 TAX ($18.24)$0.00 026 TAX ($4.93)$0.00 003 TAX ($1.72)$0.00 005 TAX ($0.73)$0.00 004 TAX ($6.31)$0.00 002 TAX ($43.45)$0.00 Refund 001 TAX $0.00 $0.00 600 TAX $15.30 $0.00 200 TAX ($39.60)$0.00 200 VEHICLE FEE ($30.00)$0.00 023 TAX $4.25 $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 ($24.14)$0.00 026 TAX ($6.52)$0.00 003 TAX ($2.27)$0.00 005 TAX ($0.97)$0.00 004 TAX ($8.35)$0.00 002 TAX ($57.51)$0.00 Refund 001 TAX ($5.79)($0.29) 200 TAX ($22.64)($1.13) 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.54)($0.03) 005 TAX ($0.23)($0.01) 004 TAX ($2.00)($0.10) 002 TAX ($13.77)($0.69) Refund 001 TAX ($8.29)$0.00 200 TAX ($32.45)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.78)$0.00 005 TAX ($0.33)$0.00 004 TAX ($2.87)$0.00 002 TAX ($19.75)$0.00 Refund 001 TAX ($3.59)$0.00 200 TAX ($14.06)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.34)$0.00 005 TAX ($0.14)$0.00 004 TAX ($1.24)$0.00 002 TAX ($8.55)$0.00 Refund 001 TAX ($5.41)$0.00 500 TAX ($13.95)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($2.21)$0.00 003 TAX ($0.51)$0.00 005 TAX ($0.22)$0.00 004 TAX ($1.87)$0.00 002 TAX ($12.88)$0.00 Refund 001 TAX ($6.25)$0.00 015 TAX ($2.64)$0.00 003 TAX ($0.59)$0.00 005 TAX ($0.25)$0.00 004 TAX ($2.17)$0.00 002 TAX ($14.90)$0.00 Refund ($14.90) $26.80 ($6.25) ($2.64) ($0.59) ($0.25) ($2.17) 757312848 Refund Generated due to proration on Bill #0051242611-2025- 2025-0000-00 Vehicle Sold 8/3/2026 8/4/2026MONROE, NC 28112 Proration 0051242611 PME8815 AUTHORIZEDFALCK, MARK ALLAN FALCK, MARK ALLAN FALCK, FLORENCE BARRASI 4405 BENT GREEN LN ($0.22) ($1.87) ($12.88) $37.05 ($5.41) ($13.95) $0.00 ($2.21) ($0.51)1011202776 Refund Generated due to adjustment on Bill #0053028138- 2025-2025-0000-00 Over Assessment 8/10/2026WAXHAW, NC 28173 Adjustment < $100 0053028138 CAN9964 PENDING ESQUIVEL, MANUEL DEJESUS ESQUIVEL, MANUEL DEJESUS 3031 ARSDALE RD Reg . Out of state 8/25/2026 8/26/2026 ($3.59) ($14.06) $0.00 ($0.34) ($0.14) ($1.24) ($8.55) $27.92 ($2.87) ($19.75) $64.47 DULIN, WILLIAM FRANCIS DULIN, WILLIAM FRANCIS 4339 CAMDEN GLEN RD LANCASTER, SC 29720 Proration 0087647357 RLE4434 AUTHORIZED 887539499 Refund Generated due to proration on Bill #0087647357-2025- 2025-0000-00 ($8.29) ($32.45) $0.00 ($0.78) ($0.33)887539520 Refund Generated due to proration on Bill #0087647580-2025- 2025-0000-00 Reg . Out of state 8/25/2026 8/26/2026LANCASTER, SC 29720 Proration 0087647580 RLE4435 AUTHORIZEDDULIN, MARIE DENISE DULIN, MARIE DENISE 4339 CAMDEN GLEN RD 8/20/2026 ($6.08) ($23.77) $0.00 ($0.57) ($0.24) ($2.10) ($14.46) $47.22 ($57.51) $99.76 DOWNING, KIMBERLY JO DOWNING, KIMBERLY JO 2521 KEMPSAR LN MONROE, NC 28110 Adjustment < $100 0073970696 KBN3669 PENDING 886703993 Refund Generated due to adjustment on Bill #0073970696- 2025-2025-0000-00 Over Assessment ($24.14) ($6.52) ($2.27) ($0.97) ($8.35) 759567732 Refund Generated due to proration on Bill #0052181360-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026WAXHAW, NC 28173 Proration 0052181360 CEC5972 AUTHORIZEDDOBBS, JEFFREY MARK DOBBS, JEFFREY MARK 1135 GRAND OAK DR 8/4/2026 $0.00 $15.30 ($39.60) ($30.00) $4.25 $0.00 $0.00 $0.00 $0.00 $50.05 ($43.45) $75.38 DIAS SERVICES LLC DIAS SERVICES LLC 4501 ROCKY MEADOW WAY INDIAN TRAIL, NC 28079 Adjustment < $100 0092522043 MDX5172 PENDING 1136026485 Refund Generated due to adjustment on Bill #0092522043- 2026-2026-0000 Situs error ($18.24) ($4.93) ($1.72) ($0.73) ($6.31) 759566346 Refund Generated due to proration on Bill #0082311259-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026MONROE, NC 28110 Proration 0082311259 LFD2077 AUTHORIZEDDANCA, MARY EVELYN DANCA, MARY EVELYN 5015 LAKE COMO DR 8/25/2026 8/26/2026 ($7.95) ($3.35) ($0.75) ($0.32) ($2.75) ($18.93) $34.05 ($18.72) $31.96 CUMMINGS, ROBERT JOHN CUMMINGS, ROBERT JOHN CUMMINGS, ALICE THERESA 5504 HOLLY HILLS DR WAXHAW, NC 28173 Proration 0064431786 TJS1793 AUTHORIZED 760748994 Refund Generated due to proration on Bill #0064431786-2025- 2025-0000-00 Vehicle Totalled ($8.16) ($2.56) ($0.87) ($0.19) ($1.46) 760708854 Refund Generated due to proration on Bill #0066240667-2024- 2024-0000-00 Vehicle Sold 8/24/2026 8/25/2026MINT HILL, NC 28227 Proration 0066240667 KH4756 AUTHORIZEDCUCCHIARA, PAUL SCOTT CUCCHIARA, PAUL SCOTT CUCCHIARA, JOSHUA PAUL 1604 SYCABERRY LN Page 4 of 19 239 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX $0.00 $0.00 200 TAX ($150.79)$0.00 200 VEHICLE FEE ($30.00)$0.00 700 TAX $71.62 $0.00 700 VEHICLE FEE $25.00 $0.00 020 TAX $16.31 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($11.79)$0.00 200 VEHICLE FEE ($30.00)$0.00 700 TAX $5.60 $0.00 700 VEHICLE FEE $25.00 $0.00 020 TAX $1.28 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($55.97)$0.00 200 VEHICLE FEE ($30.00)$0.00 028 TAX $6.53 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($2.89)$0.00 600 TAX ($4.36)$0.00 019 TAX ($1.27)$0.00 003 TAX ($0.27)$0.00 005 TAX ($0.12)$0.00 004 TAX ($1.00)$0.00 002 TAX ($6.87)$0.00 Refund 001 TAX ($104.55)$0.00 500 TAX ($269.74)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($42.79)$0.00 003 TAX ($9.86)$0.00 005 TAX ($4.18)$0.00 004 TAX ($36.18)$0.00 002 TAX ($249.09)$0.00 Refund 001 TAX ($4.89)($0.26) 026 TAX ($1.19)($0.06) 003 TAX ($0.52)($0.02) 005 TAX ($0.12)$0.00 004 TAX ($0.87)($0.04) 002 TAX ($11.21)($0.56) Refund 001 TAX ($8.33)$0.00 026 TAX ($2.25)$0.00 003 TAX ($0.78)$0.00 005 TAX ($0.33)$0.00 004 TAX ($2.88)$0.00 002 TAX ($19.85)$0.00 Refund 001 TAX ($2.55)$0.00 026 TAX ($0.69)$0.00 003 TAX ($0.24)$0.00 005 TAX ($0.10)$0.00 004 TAX ($0.88)$0.00 002 TAX ($6.09)$0.00 Refund 001 TAX ($55.62)$0.00 026 TAX ($15.04)$0.00 003 TAX ($5.24)$0.00 005 TAX ($2.23)$0.00 004 TAX ($19.25)$0.00 002 TAX ($132.52)$0.00 Refund 8/14/2026 8/17/2026 ($55.62) ($15.04) ($5.24) ($2.23) ($19.25) ($132.52) $229.90 ($6.09) $10.55 GALLOWAY, JASON WAYNE GALLOWAY, JASON WAYNE 6702 RENSHAW CT WAXHAW, NC 28173 Proration 0091212355 RLM1831 AUTHORIZED 759081960 Refund Generated due to proration on Bill #0091212355-2025- 2025-0000-00 Vehicle Sold ($2.55) ($0.69) ($0.24) ($0.10) ($0.88) 760748094 Refund Generated due to proration on Bill #0087275951-2025- 2025-0000-00 Vehicle Sold 8/25/2026 8/26/2026WAXHAW, NC 28173 Proration 0087275951 K971ST AUTHORIZEDFREDERICK, ANDREA MARIE FREDERICK, ANDREA MARIE 9813 ARISTIDES DR 8/25/2026 8/26/2026 ($8.33) ($2.25) ($0.78) ($0.33) ($2.88) ($19.85) $34.42 ($11.77) $19.74 FREDERICK, ANDREA MARIE FREDERICK, ANDREA MARIE 9813 ARISTIDES DR WAXHAW, NC 28173 Proration 0073916652 C965ST AUTHORIZED 760748088 Refund Generated due to proration on Bill #0073916652-2025- 2025-0000-00 Vehicle Sold ($5.15) ($1.25) ($0.54) ($0.12) ($0.91) 760748850 Refund Generated due to proration on Bill #0054009298-2024- 2024-0000-00 Vehicle Sold 8/25/2026 8/26/2026WAXHAW, NC 28173 Proration 0054009298 PML3917 AUTHORIZEDFOX, WILLIAM RAYMOND FOX, WILLIAM RAYMOND 8806 GRACEFIELD DR Vehicle Sold 8/31/2026 9/1/2026 ($104.55) ($269.74) $0.00 ($42.79) ($9.86) ($4.18) ($36.18) ($249.09) $716.39 ($1.00) ($6.87) $16.78 FORD, NAOMI RAE LYNN FORD, NAOMI RAE LYNN 8001 DENHOLME DR WAXHAW, NC 28173 Proration 0091000568 MCB3940 AUTHORIZED 1016180680 Refund Generated due to proration on Bill #0091000568-2025- 2025-0000-00 ($2.89) ($4.36) ($1.27) ($0.27) ($0.12)886474372 Refund Generated due to proration on Bill #0076987471-2025- 2025-0000-00 Vehicle Sold 8/19/2026 8/20/2026MONROE, NC 28110 Proration 0076987471 VCL9781 AUTHORIZED FLORES, CHRISTINE ELIZABETH FLORES, CHRISTINE ELIZABETH 2500 DEVON DR $0.00 ($55.97) ($30.00) $6.53 $0.00 $0.00 $0.00 $0.00 $79.44 $9.91 FLEYTMAN, YAKOV FLEYTMAN, YAKOV 1419 IDYLLIC LANE RD WAXHAW, NC 28173 Adjustment < $100 0092605865 MCJ1969 PENDING 1011202504 Refund Generated due to adjustment on Bill #0092605865- 2026-2026-0000 Situs error 8/10/2026 $1.28 $0.00 $0.00 $0.00 $0.00 $0.00 ($11.79) ($30.00) $5.60 $25.00 1262252290 Refund Generated due to adjustment on Bill #0092487243- 2026-2026-0000 Situs error 8/4/2026MATTHEWS, NC 28104 Adjustment < $100 0092487243 MFA4446 PENDING FINCHAM, OLIVIA JULIA- ROBIN FINCHAM, OLIVIA JULIA- ROBIN 224 MADDIE LN 8/4/2026 $0.00 ($150.79) ($30.00) $71.62 $25.00 $16.31 $0.00 $0.00 $0.00 $0.00 $67.86 FARD, MUHAMMAD AKBAR FARD, MUHAMMAD AKBAR 2008 ARIA VILLAGE APT 404 MATTHEWS, NC 28104 Adjustment < $100 0092042653 MCJ1409 PENDING 1262253880 Refund Generated due to adjustment on Bill #0092042653- 2026-2026-0000 Situs error Page 5 of 19 240 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX $0.00 $0.00 600 TAX $5.56 $0.00 200 TAX ($14.39)$0.00 200 VEHICLE FEE ($30.00)$0.00 023 TAX $1.54 $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 ($49.82)$0.00 101 TAX ($24.95)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($13.47)$0.00 003 TAX ($4.70)$0.00 005 TAX ($1.99)$0.00 004 TAX ($17.24)$0.00 002 TAX ($118.71)$0.00 Refund 001 TAX ($29.59)$0.00 500 TAX ($76.34)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($12.11)$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 001 TAX ($78.56)$0.00 026 TAX ($21.25)$0.00 003 TAX ($7.41)$0.00 005 TAX ($3.14)$0.00 004 TAX ($27.19)$0.00 002 TAX ($187.17)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($20.64)$0.00 200 VEHICLE FEE ($30.00)$0.00 500 TAX $13.60 $0.00 500 VEHICLE FEE $25.00 $0.00 028 TAX $2.41 $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 ($20.51)$0.00 015 TAX ($8.65)$0.00 003 TAX ($1.93)$0.00 005 TAX ($0.82)$0.00 004 TAX ($7.10)$0.00 002 TAX ($48.87)$0.00 Refund 001 TAX $0.00 $0.00 600 TAX $35.97 $0.00 200 TAX ($93.10)$0.00 200 VEHICLE FEE ($30.00)$0.00 023 TAX $9.03 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($51.39)$0.00 200 VEHICLE FEE ($30.00)$0.00 022 TAX $11.68 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($2.05)$0.00 026 TAX ($0.55)$0.00 003 TAX ($0.19)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.71)$0.00 002 TAX ($4.87)$0.00 Refund ($4.87) $8.45 ($2.05) ($0.55) ($0.19) ($0.08) ($0.71) 758401950 Refund Generated due to proration on Bill #0075992552-2025- 2025-0000-00 Vehicle Sold 8/10/2026 8/11/2026MONROE, NC 28110 Proration 0075992552 KMP2820 AUTHORIZEDGRIMM, JOSIAH DANIEL GRIMM, JOSIAH DANIEL 1039 BEACON AVE $0.00 $0.00 $0.00 $69.71 $0.00 ($51.39) ($30.00) $11.68 $0.001009801184 Refund Generated due to adjustment on Bill #0092509581- 2026-2026-0000 Situs error 8/4/2026WINGATE, NC 28174 Adjustment < $100 0092509581 WBK2926 PENDINGGRIFFIN, TOMMY ROGER GRIFFIN, TOMMY ROGER 3408 OLD MONROE MARSHVILLE RD 8/4/2026 $0.00 $35.97 ($93.10) ($30.00) $9.03 $0.00 $0.00 $0.00 $0.00 $78.10 ($48.87) $87.88 GRIER, DANIEL BRADLEY GRIER, DANIEL BRADLEY 3200 FAIRINGTON DR INDIAN TRAIL, NC 28079 Adjustment < $100 0092495350 LKJ2520 PENDING 1136027601 Refund Generated due to adjustment on Bill #0092495350- 2025-2025-0000 Situs error ($20.51) ($8.65) ($1.93) ($0.82) ($7.10) 757352190 Refund Generated due to proration on Bill #0071328668-2025- 2025-0000-00 Vehicle Sold 8/4/2026 8/5/2026MONROE, NC 28112 Proration 0071328668 KCC5721 AUTHORIZED GOUDES, ATHANASIOS NICHOLAS GOUDES, ATHANASIOS NICHOLAS WOOD, TERESA HARLEY 4114 CROW RD 8/4/2026 $0.00 ($20.64) ($30.00) $13.60 $25.00 $2.41 $0.00 $0.00 $0.00 $0.00 $9.63 ($187.17) $324.72 GONZALEZ- MORALES, NATALIE MAGALY GONZALEZ- MORALES, NATALIE MAGALY 4008 PINEBROOK LN WAXHAW, NC 28173 Adjustment < $100 0092194761 MCJ9850 PENDING 1262252140 Refund Generated due to adjustment on Bill #0092194761- 2026-2026-0000 Situs error ($78.56) ($21.25) ($7.41) ($3.14) ($27.19) 759566442 Refund Generated due to proration on Bill #0078718678-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026WAXHAW, NC 28173 Proration 0078718678 VDK6955 AUTHORIZEDGODFREY, KEVIN MICHAEL GODFREY, KEVIN MICHAEL 1308 LOOKOUT CIR ($1.18) ($10.24) ($70.50) $202.75 ($29.59) ($76.34) $0.00 ($12.11) ($2.79)1016181176 Refund Generated due to proration on Bill #0087887071-2025- 2025-0000-00 Vehicle Sold 8/31/2026 9/1/2026WAXHAW, NC 28173 Proration 0087887071 PH091F AUTHORIZED GODFREY, DAVID FRANKLIN GODFREY, DAVID FRANKLIN PO BOX 36 ($1.99) ($17.24) ($118.71) $230.88 ($49.82) ($24.95) $0.00 ($13.47) ($4.70)1012755736 Refund Generated due to proration on Bill #0083567600-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026MARVIN, NC 28173 Proration 0083567600 JJY5807 AUTHORIZEDGIRARD, AMIE KEELING GIRARD, AMIE KEELING GIRARD, SEAN RUSSELL 5009 FLOWERING PEACH RD $0.00 $0.00 $0.00 $0.00 $37.29 $0.00 $5.56 ($14.39) ($30.00) $1.541136027007 Refund Generated due to adjustment on Bill #0092515078- 2026-2026-0000 Situs error 8/4/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0092515078 RMD2842 PENDINGGAUNA ROJAS, JOHAN JOSE GAUNA ROJAS, JOHAN JOSE 4000 ALICE FLAGG LN 104 Page 6 of 19 241 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 ($14.44)$0.00 600 TAX ($21.83)$0.00 020 TAX ($5.93)$0.00 003 TAX ($1.36)$0.00 005 TAX ($0.58)$0.00 004 TAX ($4.99)$0.00 002 TAX ($34.40)$0.00 Refund 001 TAX ($22.47)$0.00 600 TAX ($33.99)$0.00 020 TAX ($9.24)$0.00 003 TAX ($2.12)$0.00 005 TAX ($0.90)$0.00 004 TAX ($7.77)$0.00 002 TAX ($53.55)$0.00 Refund 001 TAX ($1.02)$0.00 980 TAX ($0.18)$0.00 021 TAX ($0.49)$0.00 003 TAX ($0.10)$0.00 005 TAX ($0.04)$0.00 004 TAX ($0.35)$0.00 002 TAX ($2.44)$0.00 Refund 001 TAX ($2.90)$0.00 600 TAX ($4.39)$0.00 020 TAX ($1.20)$0.00 003 TAX ($0.27)$0.00 005 TAX ($0.11)$0.00 004 TAX ($1.00)$0.00 002 TAX ($6.91)$0.00 Refund 001 TAX ($28.63)$0.00 600 TAX ($43.29)$0.00 023 TAX ($10.87)$0.00 003 TAX ($2.70)$0.00 005 TAX ($1.15)$0.00 004 TAX ($9.91)$0.00 002 TAX ($68.20)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($18.04)$0.00 200 VEHICLE FEE ($30.00)$0.00 015 TAX $2.18 $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 ($17.19)$0.00 970 TAX ($3.44)$0.00 026 TAX ($4.65)$0.00 003 TAX ($1.62)$0.00 005 TAX ($0.69)$0.00 004 TAX ($5.95)$0.00 002 TAX ($40.95)$0.00 Refund 001 TAX ($19.79)$0.00 970 TAX ($3.96)$0.00 026 TAX ($5.35)$0.00 003 TAX ($1.86)$0.00 005 TAX ($0.79)$0.00 004 TAX ($6.85)$0.00 002 TAX ($47.16)$0.00 Refund 001 TAX ($4.71)$0.00 021 TAX ($1.95)$0.00 003 TAX ($0.50)$0.00 005 TAX ($0.11)$0.00 004 TAX ($0.84)$0.00 002 TAX ($10.81)$0.00 Refund ($10.81) $18.92 ($4.71) ($1.95) ($0.50) ($0.11) ($0.84) 759565866 Refund Generated due to proration on Bill #0053203098-2024- 2024-0000-00 Vehicle Sold 8/17/2026 8/18/2026MONROE, NC 28110 Proration 0053203098 HCS9217 AUTHORIZEDHELMS, GINA THOMAS HELMS, GINA THOMAS 4414 CARRIKER RD Reg . Out of state 8/17/2026 8/18/2026 ($19.79) ($3.96) ($5.35) ($1.86) ($0.79) ($6.85) ($47.16) $85.76 ($5.95) ($40.95) $74.49 HEISER, CHRISTIAN ANDREW HEISER, CHRISTIAN ANDREW 29050 SNAPPER PT TEGA CAY, SC 29708 Proration 0063531063 HFT1124 AUTHORIZED 886162410 Refund Generated due to proration on Bill #0063531063-2025- 2025-0000-00 ($17.19) ($3.44) ($4.65) ($1.62) ($0.69)886162403 Refund Generated due to proration on Bill #0075600532-2025- 2025-0000-00 Reg . Out of state 8/17/2026 8/18/2026TEGA CAY, SC 29708 Proration 0075600532 RHB2388 AUTHORIZED HEISER, CHRISTIAN ANDREW HEISER, CHRISTIAN ANDREW HEISER, EVANGELINA PAULA 29050 SNAPPER PT $0.00 $0.00 $0.00 $45.86 $0.00 ($18.04) ($30.00) $2.18 $0.001009801760 Refund Generated due to adjustment on Bill #0092264308- 2026-2026-0000 Situs error 8/4/2026MARVIN, NC 28173 Adjustment < $100 0092264308 WBK2282 PENDINGHEFFNER, HAYLEY BABY HEFFNER, HAYLEY BABY 2529 PORTER DR Vehicle Sold 8/24/2026 8/25/2026 ($28.63) ($43.29) ($10.87) ($2.70) ($1.15) ($9.91) ($68.20) $164.75 ($1.00) ($6.91) $16.78 HARVESANDRA UMASHANKAR, PRAVEEN HARVESANDRA UMASHANKAR, PRAVEEN NARASIPURA, DEEPTHI S 1531 LAGGAN LN INDIAN TRAIL, NC 28079 Proration 0077439191 SIHI24 AUTHORIZED 887493824 Refund Generated due to proration on Bill #0077439191-2025- 2025-0000-00 ($2.90) ($4.39) ($1.20) ($0.27) ($0.11)888094354 Refund Generated due to adjustment on Bill #0077885467- 2025-2025-0000-00 Mileage 8/27/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0077885467 KJR8966 PENDINGHARRISON, LAMEKA IVY HARRISON, LAMEKA IVY PO BOX 2194 Vehicle Sold 8/4/2026 8/5/2026 ($1.02) ($0.18) ($0.49) ($0.10) ($0.04) ($0.35) ($2.44) $4.62 ($7.77) ($53.55) $130.04 HANCOCK, CHANDRA SUZAN HANCOCK, CHANDRA SUZAN SUTTON, KENNETH WYLIE 711 BAUCOM RD MONROE, NC 28110 Proration 0067397181 RAW4431 AUTHORIZED 883577275 Refund Generated due to proration on Bill #0067397181-2025- 2025-0000-00 ($22.47) ($33.99) ($9.24) ($2.12) ($0.90)888094431 Refund Generated due to proration on Bill #0091747407-2025- 2025-0000-00 Vehicle Sold 8/27/2026 8/28/2026MATTHEWS, NC 28104 Proration 0091747407 RLS7325 AUTHORIZED GUTHRIE, PHILIP GILBERT GUTHRIE, PHILIP GILBERT 1714 CHESTNUT LN 8/3/2026 8/4/2026 ($14.44) ($21.83) ($5.93) ($1.36) ($0.58) ($4.99) ($34.40) $83.53 GUBA, JOHN GEORGE GUBA, JOHN GEORGE PO BOX 78823 CHARLOTTE, NC 28271 Proration 0081726856 LFM3010 AUTHORIZED 883531908 Refund Generated due to proration on Bill #0081726856-2025- 2025-0000-00 Insurance Lapse Page 7 of 19 242 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX $0.00 $0.00 200 TAX ($21.34)$0.00 200 VEHICLE FEE ($30.00)$0.00 500 TAX $14.07 $0.00 500 VEHICLE FEE $25.00 $0.00 028 TAX $2.49 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($15.63)$0.00 200 TAX ($61.16)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.47)$0.00 005 TAX ($0.63)$0.00 004 TAX ($5.41)$0.00 002 TAX ($37.23)$0.00 Refund 001 TAX ($12.01)$0.00 200 TAX ($47.02)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.13)$0.00 005 TAX ($0.48)$0.00 004 TAX ($4.16)$0.00 002 TAX ($28.62)$0.00 Refund 001 TAX ($15.16)$0.00 101 TAX ($7.59)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($4.10)$0.00 003 TAX ($1.43)$0.00 005 TAX ($0.60)$0.00 004 TAX ($5.25)$0.00 002 TAX ($36.12)$0.00 Refund 001 TAX ($12.81)$0.00 101 TAX ($6.42)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($3.46)$0.00 003 TAX ($1.21)$0.00 005 TAX ($0.51)$0.00 004 TAX ($4.43)$0.00 002 TAX ($30.51)$0.00 Refund 001 TAX ($2.31)$0.00 500 TAX ($5.95)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($0.94)$0.00 003 TAX ($0.22)$0.00 005 TAX ($0.09)$0.00 004 TAX ($0.80)$0.00 002 TAX ($5.50)$0.00 Refund 001 TAX ($17.68)$0.00 600 TAX ($26.74)$0.00 023 TAX ($6.71)$0.00 003 TAX ($1.66)$0.00 005 TAX ($0.70)$0.00 004 TAX ($6.12)$0.00 002 TAX ($42.12)$0.00 Refund 001 TAX ($12.73)$0.00 300 TAX ($28.32)$0.00 022 TAX ($8.14)$0.00 003 TAX ($1.20)$0.00 005 TAX ($0.51)$0.00 004 TAX ($4.41)$0.00 002 TAX ($30.32)$0.00 Refund 001 TAX ($13.86)$0.00 700 TAX ($23.31)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($5.27)$0.00 003 TAX ($1.31)$0.00 005 TAX ($0.55)$0.00 004 TAX ($4.80)$0.00 002 TAX ($33.02)$0.00 Refund ($0.55) ($4.80) ($33.02) $82.12 ($13.86) ($23.31) $0.00 ($5.27) ($1.31)1010634288 Refund Generated due to proration on Bill #0088561022-2025- 2025-0000-00 Vehicle Sold 8/7/2026 8/10/2026MATTHEWS, NC 28104 Proration 0088561022 LMH5992 AUTHORIZEDKIDSTON, NIGEL EDWARD KIDSTON, NIGEL EDWARD 1411 YELLOW DAISY DR Vehicle Sold 8/3/2026 8/4/2026 ($12.73) ($28.32) ($8.14) ($1.20) ($0.51) ($4.41) ($30.32) $85.63 ($6.12) ($42.12) $101.73 KESTER, KIRK W KESTER, KIRK W HACK-KESTER, BIBI NAZEENA 495 ASPIRE CIR WINGATE, NC 28174 Proration 0082738269 CP76561 AUTHORIZED 883531579 Refund Generated due to proration on Bill #0082738269-2025- 2025-0000-00 ($17.68) ($26.74) ($6.71) ($1.66) ($0.70)884803143 Refund Generated due to proration on Bill #0070361793-2025- 2025-0000-00 Vehicle Sold 8/10/2026 8/11/2026INDIAN TRAIL, NC 28079 Proration 0070361793 REE2404 AUTHORIZEDKERN, CAITLIN RUTH KERN, CAITLIN RUTH 8002 FINE ROBE DR ($0.09) ($0.80) ($5.50) $15.81 ($2.31) ($5.95) $0.00 ($0.94) ($0.22)1015287208 Refund Generated due to proration on Bill #0088227727-2025- 2025-0000-00 Vehicle Sold 8/28/2026 8/31/2026WAXHAW, NC 28173 Proration 0088227727 THR6168 AUTHORIZEDJOHNSEN, SYDNEY DALE JOHNSEN, SYDNEY DALE 400 LYNN ST ($0.51) ($4.43) ($30.51) $59.35 ($12.81) ($6.42) $0.00 ($3.46) ($1.21)1009750200 Refund Generated due to proration on Bill #0049018688-2025- 2025-0000-00 Vehicle Totalled 8/3/2026 8/4/2026WAXHAW, NC 28173 Proration 0049018688 CKD7935 AUTHORIZEDHUYNH, CASSIE HUYNH, CASSIE 8800 NELLIE LN ($0.60) ($5.25) ($36.12) $70.25 ($15.16) ($7.59) $0.00 ($4.10) ($1.43)1011245152 Refund Generated due to proration on Bill #0076230319-2025- 2025-0000-00 Vehicle Sold 8/11/2026 8/12/2026STATESVILLE, NC 28677 Proration 0076230319 RHN1615 AUTHORIZED HUPFER, ROBERT LEONHARD HUPFER, ROBERT LEONHARD 542 LAUREL COVE RD Vehicle Sold 8/3/2026 8/4/2026 ($12.01) ($47.02) $0.00 ($1.13) ($0.48) ($4.16) ($28.62) $93.42 ($5.41) ($37.23) $121.53 HINSON, PAIGE HONEYCUTT HINSON, PAIGE HONEYCUTT 1105 MALLARD LANDING DR MONROE, NC 28110 Proration 0063056087 EFJ1385 AUTHORIZED 883530480 Refund Generated due to proration on Bill #0063056087-2025- 2025-0000-00 ($15.63) ($61.16) $0.00 ($1.47) ($0.63)886929309 Refund Generated due to proration on Bill #0090403497-2025- 2025-0000-00 Vehicle Sold 8/21/2026 8/24/2026MONROE, NC 28110 Proration 0090403497 RLR6505 AUTHORIZED HINES, MELISSA CARPENTER HINES, MELISSA CARPENTER HINES, MOLLY GRACE NGUYEN 3204 LEAH ELIZABETH LN 8/10/2026 $0.00 ($21.34) ($30.00) $14.07 $25.00 $2.49 $0.00 $0.00 $0.00 $0.00 $9.78 HERNANDEZ HERNANDEZ, JOVANI HERNANDEZ HERNANDEZ, JOVANI 8833 BRAKEMAN DT WAXHAW, NC 28173 Adjustment < $100 0092581040 JDX5877 PENDING 1264002310 Refund Generated due to adjustment on Bill #0092581040- 2026-2026-0000 Situs error Page 8 of 19 243 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 ($5.93)$0.00 200 TAX ($23.20)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.56)$0.00 005 TAX ($0.24)$0.00 004 TAX ($2.05)$0.00 002 TAX ($14.12)$0.00 Refund 001 TAX ($3.55)$0.00 022 TAX ($2.27)$0.00 003 TAX ($0.33)$0.00 005 TAX ($0.14)$0.00 004 TAX ($1.23)$0.00 002 TAX ($8.45)$0.00 Refund 001 TAX ($19.56)$0.00 500 TAX ($50.46)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($8.00)$0.00 003 TAX ($1.84)$0.00 005 TAX ($0.78)$0.00 004 TAX ($6.76)$0.00 002 TAX ($46.60)$0.00 Refund 001 TAX ($8.07)($0.40) 600 TAX ($12.21)($0.61) 023 TAX ($3.07)($0.15) 003 TAX ($0.76)($0.04) 005 TAX ($0.32)($0.02) 004 TAX ($2.79)($0.14) 002 TAX ($19.24)($0.96) Refund 001 TAX ($19.65)$0.00 200 TAX ($76.91)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.85)$0.00 005 TAX ($0.79)$0.00 004 TAX ($6.80)$0.00 002 TAX ($46.81)$0.00 Refund 001 TAX ($5.78)$0.00 800 TAX ($1.80)$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 ($13.76)$0.00 Refund 001 TAX ($7.50)$0.00 200 TAX ($29.37)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.71)$0.00 005 TAX ($0.30)$0.00 004 TAX ($2.60)$0.00 002 TAX ($17.87)$0.00 Refund 001 TAX ($4.81)$0.00 600 TAX ($7.28)$0.00 020 TAX ($1.98)$0.00 003 TAX ($0.46)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.67)$0.00 002 TAX ($11.47)$0.00 Refund 001 TAX ($13.75)$0.00 500 TAX ($35.47)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($5.62)$0.00 003 TAX ($1.30)$0.00 005 TAX ($0.55)$0.00 004 TAX ($4.75)$0.00 002 TAX ($32.76)$0.00 Refund Vehicle Totalled 8/24/2026 8/26/2026 ($13.75) ($35.47) $0.00 ($5.62) ($1.30) ($0.55) ($4.75) ($32.76) $94.20 ($1.67) ($11.47) $27.86 LISI, ROBERT JOHN LISI, ROBERT JOHN 4700 MAGNOLIA RIDGE DR WAXHAW, NC 28173 Proration 0069631684 THD2001 AUTHORIZED 1014277976 Refund Generated due to proration on Bill #0069631684-2025- 2025-0000-00 ($4.81) ($7.28) ($1.98) ($0.46) ($0.19)883576106 Refund Generated due to proration on Bill #0091666237-2025- 2025-0000-00 Vehicle Totalled 8/4/2026 8/5/2026CHARLOTTE, NC 28262 Proration 0091666237 VAY5618 AUTHORIZEDLINDSEY, JOHN THOMAS JR LINDSEY, JOHN THOMAS JR 8700 DIGITAL DR APT 105 Vehicle Sold 8/12/2026 8/13/2026 ($7.50) ($29.37) $0.00 ($0.71) ($0.30) ($2.60) ($17.87) $58.35 ($2.00) ($13.76) $25.67 LINDSEY, JANICE BENNETT LINDSEY, JANICE BENNETT 1316 BLACK WALNUT ST MONROE, NC 28112 Proration 0078692291 YWN4798 AUTHORIZED 885143763 Refund Generated due to proration on Bill #0078692291-2025- 2025-0000-00 ($5.78) ($1.80) ($1.56) ($0.54) ($0.23)885144022 Refund Generated due to proration on Bill #0044165062-2025- 2025-0000-00 Vehicle Sold 8/12/2026 8/13/2026WAXHAW, NC 28173 Proration 0044165062 FCD9338 AUTHORIZEDLEVI, STACIE POLITE LEVI, STACIE POLITE 200 ALDERNEY CT Vehicle Sold 8/28/2026 8/31/2026 ($19.65) ($76.91) $0.00 ($1.85) ($0.79) ($6.80) ($46.81) $152.81 ($2.93) ($20.20) $48.78 LEVENSON, LEAH SHARON LEVENSON, LEAH SHARON 323 HARPERTOWN RD ELKINS, WV 26241 Proration 0081654403 KFF5132 AUTHORIZED 888375096 Refund Generated due to proration on Bill #0081654403-2025- 2025-0000-00 ($8.47) ($12.82) ($3.22) ($0.80) ($0.34)883577961 Refund Generated due to proration on Bill #0075092667-2025- 2025-0000-00 Vehicle Sold 8/4/2026 8/5/2026INDIAN TRAIL, NC 28079 Proration 0075092667 HLK7701 AUTHORIZED LEMON, STEPHEN DARIUS LEMON, STEPHEN DARIUS 4002 FINE ROBE DR ($0.78) ($6.76) ($46.60) $134.00 ($19.56) ($50.46) $0.00 ($8.00) ($1.84)1015285760 Refund Generated due to proration on Bill #0076327218-2025- 2025-0000-00 Vehicle Sold 8/28/2026 8/31/2026WAXHAW, NC 28173 Proration 0076327218 EJX6382 AUTHORIZED LAPENNA, ELIZABETH ALLISON LAPENNA, ELIZABETH ALLISON 4304 HAMPSTEAD HEATH DR Vehicle Sold 8/4/2026 8/5/2026 ($3.55) ($2.27) ($0.33) ($0.14) ($1.23) ($8.45) $15.97 ($2.05) ($14.12) $46.10 KNIGHT, JOSHUA DANIEL KNIGHT, JOSHUA DANIEL 1805 MAURICE TRULL RD WINGATE, NC 28174 Proration 0079101853 SAK921 AUTHORIZED 757350654 Refund Generated due to proration on Bill #0079101853-2025- 2025-0000-00 ($5.93) ($23.20) $0.00 ($0.56) ($0.24)888094438 Refund Generated due to proration on Bill #0090612225-2025- 2025-0000-00 Vehicle Totalled 8/27/2026 8/28/2026MONROE, NC 28110 Proration 0090612225 MCE9240 AUTHORIZEDKING, KARSYN SLOANE KING, KARSYN SLOANE 2665 ROLLING HILLS DR Page 9 of 19 244 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 ($14.45)$0.00 500 TAX ($37.27)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($5.91)$0.00 003 TAX ($1.37)$0.00 005 TAX ($0.58)$0.00 004 TAX ($5.00)$0.00 002 TAX ($34.42)$0.00 Refund 001 TAX ($6.32)$0.00 500 TAX ($14.91)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($2.02)$0.00 003 TAX ($0.68)$0.00 005 TAX ($0.15)$0.00 004 TAX ($1.13)$0.00 002 TAX ($14.49)$0.00 Refund 001 TAX ($8.27)$0.00 500 TAX ($21.33)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($3.38)$0.00 003 TAX ($0.78)$0.00 005 TAX ($0.33)$0.00 004 TAX ($2.86)$0.00 002 TAX ($19.70)$0.00 Refund 001 TAX ($5.95)$0.00 700 TAX ($10.00)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($2.44)$0.00 003 TAX ($0.56)$0.00 005 TAX ($0.24)$0.00 004 TAX ($2.06)$0.00 002 TAX ($14.18)$0.00 Refund 001 TAX ($12.06)$0.00 026 TAX ($3.26)$0.00 003 TAX ($1.14)$0.00 005 TAX ($0.48)$0.00 004 TAX ($4.17)$0.00 002 TAX ($28.73)$0.00 Refund 001 TAX ($2.64)$0.00 800 TAX ($0.40)$0.00 026 TAX ($0.64)$0.00 003 TAX ($0.28)$0.00 005 TAX ($0.06)$0.00 004 TAX ($0.47)$0.00 002 TAX ($6.05)$0.00 Refund 001 TAX ($20.63)$0.00 800 TAX ($6.42)$0.00 026 TAX ($5.58)$0.00 003 TAX ($1.95)$0.00 005 TAX ($0.83)$0.00 004 TAX ($7.14)$0.00 002 TAX ($49.14)$0.00 Refund 001 TAX ($13.21)$0.00 200 TAX ($51.71)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.25)$0.00 005 TAX ($0.53)$0.00 004 TAX ($4.57)$0.00 002 TAX ($31.47)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($14.78)$0.00 200 VEHICLE FEE ($30.00)$0.00 029 TAX $0.86 $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 $0.00 $0.00 $0.00 $43.92 $0.00 ($14.78) ($30.00) $0.86 $0.001009800984 Refund Generated due to adjustment on Bill #0092566203- 2026-2026-0000 Situs error 8/4/2026MONROE, NC 28112 Adjustment < $100 0092566203 WCA1791 PENDINGMAULDIN, MARK ANTHONY MAULDIN, MARK ANTHONY 1112 CLAKSVILLE CAMPGROUND RD Reg . Out of state 8/17/2026 8/18/2026 ($13.21) ($51.71) $0.00 ($1.25) ($0.53) ($4.57) ($31.47) $102.74 ($7.14) ($49.14) $91.69 MARTIN, TYLER JOSEPH MARTIN, TYLER JOSEPH 303 ROSE LN PAGELAND, SC 29728 Proration 0077290296 RHR1623 AUTHORIZED 886160618 Refund Generated due to proration on Bill #0077290296-2025- 2025-0000-00 ($20.63) ($6.42) ($5.58) ($1.95) ($0.83)888376398 Refund Generated due to proration on Bill #0085256374-2025- 2025-0000-00 Vehicle Sold 8/28/2026 8/31/2026WEDDINGTON, NC 28104 Proration 0085256374 JJB8621 AUTHORIZED MARMER, ABRAHAM MICHAEL MARMER, ABRAHAM MICHAEL 2424 GREENBROOK PRWY 8/28/2026 8/31/2026 ($2.64) ($0.40) ($0.64) ($0.28) ($0.06) ($0.47) ($6.05) $10.54 ($28.73) $49.84 MARMER, ABRAHAM MICHAEL MARMER, ABRAHAM MICHAEL 2424 GREENBROOK PKWY WEDDINGTON, NC 28104 Proration 0085256374 JJB8621 AUTHORIZED 888376370 Refund Generated due to proration on Bill #0085256374-2024- 2024-0000-00 Vehicle Sold ($12.06) ($3.26) ($1.14) ($0.48) ($4.17) 759602484 Refund Generated due to proration on Bill #0063025705-2025- 2025-0000-00 Vehicle Sold 8/18/2026 8/19/2026WAXHAW, NC 28173 Proration 0063025705 HKF5384 AUTHORIZEDMAPES, PATRICIA JANE MAPES, PATRICIA JANE 7301 YELLOWHORN TRL ($0.24) ($2.06) ($14.18) $35.43 ($5.95) ($10.00) $0.00 ($2.44) ($0.56)1013633032 Refund Generated due to proration on Bill #0058945537-2025- 2025-0000-00 Vehicle Sold 8/21/2026 8/24/2026STALLINGS, NC 28104 Proration 0058945537 FMZ9234 AUTHORIZED MACKINEM, MARGARET ELIZABETH MACKINEM, MARGARET ELIZABETH MACKINEM, MITCHELL BRENT 219 SAMUEL ST ($0.33) ($2.86) ($19.70) $56.65 ($8.27) ($21.33) $0.00 ($3.38) ($0.78)1012109720 Refund Generated due to proration on Bill #0074557429-2025- 2025-0000-00 Reg . Out of state 8/14/2026 8/17/2026PITTSBURGH, PA 15239 Proration 0074557429 HEW9854 AUTHORIZEDLYNN, SAM EVERETT LYNN, SAM EVERETT 182 MARDI GRAS DR ($0.15) ($1.13) ($14.49) $39.70 ($6.32) ($14.91) $0.00 ($2.02) ($0.68)1010635360 Refund Generated due to proration on Bill #0073868120-2024- 2024-0000-00 Vehicle Sold 8/7/2026 8/10/2026PITTSBURGH, PA 15239 Proration 0073868120 PPT9507 AUTHORIZEDLYNN, SAM EVERETT LYNN, SAM EVERETT 182 MARDI GRAS DR ($0.58) ($5.00) ($34.42) $99.00 ($14.45) ($37.27) $0.00 ($5.91) ($1.37)1010389000 Refund Generated due to proration on Bill #0072217130-2025- 2025-0000-00 Vehicle Sold 8/6/2026 8/7/2026WAXHAW, NC 28173 Proration 0072217130 AEN6159 AUTHORIZEDLORD, CHARLES ALOYSIUS JR LORD, CHARLES ALOYSIUS JR LORD, JUDITH KELLY 5125 HELMSWORTH DR Page 10 of 19 245 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($20.66)$0.00 015 TAX ($9.76)$0.00 003 TAX ($1.95)$0.00 005 TAX ($0.82)$0.00 004 TAX ($7.15)$0.00 002 TAX ($49.22)$0.00 Refund 001 TAX ($11.31)$0.00 101 TAX ($5.67)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($3.06)$0.00 003 TAX ($1.07)$0.00 005 TAX ($0.45)$0.00 004 TAX ($3.91)$0.00 002 TAX ($26.96)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($4.84)$0.00 200 VEHICLE FEE ($30.00)$0.00 029 TAX $0.28 $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 ($56.13)$0.00 700 TAX ($94.39)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($21.33)$0.00 003 TAX ($5.29)$0.00 005 TAX ($2.25)$0.00 004 TAX ($19.43)$0.00 002 TAX ($133.74)$0.00 Refund 001 TAX ($40.89)$0.00 970 TAX ($8.18)$0.00 026 TAX ($11.06)$0.00 003 TAX ($3.86)$0.00 005 TAX ($1.63)$0.00 004 TAX ($14.15)$0.00 002 TAX ($97.43)$0.00 Refund 001 TAX ($7.82)$0.00 970 TAX ($1.56)$0.00 026 TAX ($2.11)$0.00 003 TAX ($0.74)$0.00 005 TAX ($0.31)$0.00 004 TAX ($2.70)$0.00 002 TAX ($18.64)$0.00 Refund 001 TAX ($18.31)$0.00 600 TAX ($27.70)$0.00 020 TAX ($7.53)$0.00 003 TAX ($1.73)$0.00 005 TAX ($0.73)$0.00 004 TAX ($6.34)$0.00 002 TAX ($43.63)$0.00 Refund 001 TAX ($34.42)($1.73) 600 TAX ($52.05)($2.61) 020 TAX ($14.14)($0.70) 003 TAX ($3.24)($0.16) 005 TAX ($1.38)($0.07) 004 TAX ($11.91)($0.59) 002 TAX ($82.00)($4.10) Refund 001 TAX ($3.24)$0.00 800 TAX ($1.01)$0.00 026 TAX ($0.87)$0.00 003 TAX ($0.31)$0.00 005 TAX ($0.13)$0.00 004 TAX ($1.12)$0.00 002 TAX ($7.71)$0.00 Refund ($1.12) ($7.71) $14.39 ($3.24) ($1.01) ($0.87) ($0.31) ($0.13)887538701 Refund Generated due to proration on Bill #0053234395-2025- 2025-0000-00 Vehicle Sold 8/25/2026 8/26/2026MATTHEWS, NC 28104 Proration 0053234395 HJB7007 AUTHORIZEDMOATS, MATTHEW IAN MOATS, MATTHEW IAN MOATS, KERAH LYNDE 317 LEAHY MILL CT Vehicle Totalled 8/12/2026 8/13/2026 ($36.15) ($54.66) ($14.84) ($3.40) ($1.45) ($12.50) ($86.10) $209.10 ($6.34) ($43.63) $105.97 MIRZHALILOVA, VIKTORIYA MIRZHALILOVA, VIKTORIYA MIRZHALILOV, SULTAN 312 CHESTNUT PKWY APT 7101 INDIAN TRAIL, NC 28079 Proration 0082815424 SABRBR0 AUTHORIZED 885144323 Refund Generated due to proration on Bill #0082815424-2025- 2025-0000-00 ($18.31) ($27.70) ($7.53) ($1.73) ($0.73)885144239 Refund Generated due to proration on Bill #0075649415-2025- 2025-0000-00 Vehicle Sold 8/12/2026 8/13/2026INDIAN TRAIL, NC 28079 Proration 0075649415 HYBRID AUTHORIZEDMIRZHALILOV, SULTAN MIRZHALILOV, SULTAN 312 CHESTNUT PKWY APT 7101 Reg . Out of state 8/11/2026 8/12/2026 ($7.82) ($1.56) ($2.11) ($0.74) ($0.31) ($2.70) ($18.64) $33.88 ($14.15) ($97.43) $177.20 MILLER, RICKEY MILLER, RICKEY 30 LAKEVIEW LN SAINT HELENA ISLAND, SC 29920 Proration 0079937946 BEF2079 AUTHORIZED 884840446 Refund Generated due to proration on Bill #0079937946-2025- 2025-0000-00 ($40.89) ($8.18) ($11.06) ($3.86) ($1.63)884840439 Refund Generated due to proration on Bill #0078003208-2025- 2025-0000-00 Reg . Out of state 8/11/2026 8/12/2026 SAINT HELENA ISLAND, SC 29920 Proration 0078003208 LAN9483 AUTHORIZEDMILLER, RICKEY MILLER, RICKEY MILLER, DEBORAH JANE 30 LAKEVIEW LN ($2.25) ($19.43) ($133.74) $332.56 ($56.13) ($94.39) $0.00 ($21.33) ($5.29)1012755328 Refund Generated due to proration on Bill #0083565998-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026MATTHEWS, NC 28104 Proration 0083565998 LHP2284 AUTHORIZEDMILLER, MARYANN MILLER, MARYANN MILLER, KEITH BRYAN 840 CLONMEL DR $0.00 $0.00 $0.00 $34.56 $0.00 ($4.84) ($30.00) $0.28 $0.001009801920 Refund Generated due to adjustment on Bill #0092219199- 2026-2026-0000 Situs error 8/4/2026MONROE, NC 28110 Adjustment < $100 0092219199 WBK2069 PENDINGMEADOWS, ROBIN RENESIA MEADOWS, ROBIN RENESIA MEADOWS, JACKIE OLEEN 1019 CLARKSVILLE CMP 8/13/2026 8/14/2026 ($11.31) ($5.67) $0.00 ($3.06) ($1.07) ($0.45) ($3.91) ($26.96) $52.43 ($49.22) $89.56 MCDUFFIE, JAMES DAVID MCDUFFIE, JAMES DAVID 216 RED TWIG CT WAXHAW, NC 28173 Proration 0077415472 KMR3475 AUTHORIZED 1011852384 Refund Generated due to proration on Bill #0077415472-2025- 2025-0000-00 Vehicle Totalled ($20.66) ($9.76) ($1.95) ($0.82) ($7.15) 759601950 Refund Generated due to proration on Bill #0092160839-2026- 2026-0000-00 Vehicle Sold 8/18/2026 8/19/2026WAXHAW, NC 28173 Proration 0092160839 MCJ1295 AUTHORIZEDMCCLAIN, SHAWN PATRICK MCCLAIN, SHAWN PATRICK 1218 ROSEHILL DR Page 11 of 19 246 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($9.35)$0.00 700 TAX ($15.71)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($3.84)$0.00 003 TAX ($0.88)$0.00 005 TAX ($0.37)$0.00 004 TAX ($3.23)$0.00 002 TAX ($22.26)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($37.49)$0.00 200 VEHICLE FEE ($30.00)$0.00 021 TAX $5.34 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($3.50)$0.00 600 TAX ($3.97)$0.00 020 TAX ($1.15)$0.00 003 TAX ($0.37)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.63)$0.00 002 TAX ($8.02)$0.00 Refund 001 TAX ($10.45)$0.00 019 TAX ($4.62)$0.00 003 TAX ($0.98)$0.00 005 TAX ($0.42)$0.00 004 TAX ($3.62)$0.00 002 TAX ($24.91)$0.00 Refund 001 TAX ($7.05)$0.00 930 TAX ($1.25)$0.00 016 TAX ($3.54)$0.00 003 TAX ($0.66)$0.00 005 TAX ($0.28)$0.00 004 TAX ($2.44)$0.00 002 TAX ($16.80)$0.00 Refund 001 TAX ($45.28)$0.00 700 TAX ($76.14)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($17.20)$0.00 003 TAX ($4.27)$0.00 005 TAX ($1.81)$0.00 004 TAX ($15.67)$0.00 002 TAX ($107.89)$0.00 Refund 001 TAX ($15.45)$0.00 970 TAX ($3.10)$0.00 026 TAX ($4.18)$0.00 003 TAX ($1.46)$0.00 005 TAX ($0.62)$0.00 004 TAX ($5.35)$0.00 002 TAX ($36.82)$0.00 Refund 001 TAX ($18.71)$0.00 101 TAX ($9.37)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($5.06)$0.00 003 TAX ($1.76)$0.00 005 TAX ($0.75)$0.00 004 TAX ($6.47)$0.00 002 TAX ($44.58)$0.00 Refund 001 TAX ($0.95)$0.00 101 TAX ($0.48)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($0.26)$0.00 003 TAX ($0.09)$0.00 005 TAX ($0.04)$0.00 004 TAX ($0.33)$0.00 002 TAX ($2.27)$0.00 Refund ($0.04) ($0.33) ($2.27) $4.42 ($0.95) ($0.48) $0.00 ($0.26) ($0.09)1012756424 Refund Generated due to proration on Bill #0069088783-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026 ISLE OF PALMS, SC 29451 Proration 0069088783 KEH9729 AUTHORIZEDPATETTA, GAIL MARIE PATETTA, GAIL MARIE 10 EDGEWATER ALY Vehicle Sold 8/24/2026 8/25/2026 ($18.71) ($9.37) $0.00 ($5.06) ($1.76) ($0.75) ($6.47) ($44.58) $86.70 ($5.35) ($36.82) $66.98 PARNELL, DAVID MICHAEL PARNELL, DAVID MICHAEL PARNELL, APRIL ROSE 8005 AVANTI DR WAXHAW, NC 28173 Proration 0065805172 TCV8109 AUTHORIZED 1014278712 Refund Generated due to proration on Bill #0065805172-2025- 2025-0000-00 ($15.45) ($3.10) ($4.18) ($1.46) ($0.62)886202856 Refund Generated due to proration on Bill #0036311344-2025- 2025-0000-00 Vehicle Totalled 8/18/2026 8/19/2026MATTHEWS, NC 28104 Proration 0036311344 XVB5795 AUTHORIZEDPARKER, JUDITH ANN PARKER, JUDITH ANN 1041 KITE CT Vehicle Sold 8/24/2026 8/25/2026 ($45.28) ($76.14) $0.00 ($17.20) ($4.27) ($1.81) ($15.67) ($107.89) $268.26 ($2.44) ($16.80) $32.02 NUGENT, CHRISTOPHER MICHAEL NUGENT, CHRISTOPHER MICHAEL 2395 MILL HOUSE LN MATTHEWS, NC 28104 Proration 0083824263 PFS7583 AUTHORIZED 1014278432 Refund Generated due to proration on Bill #0083824263-2025- 2025-0000-00 ($7.05) ($1.25) ($3.54) ($0.66) ($0.28)888094837 Refund Generated due to proration on Bill #0087385550-2025- 2025-0000-00 Vehicle Sold 8/27/2026 8/28/2026MONROE, NC 28110 Proration 0087385550 VHE6945 AUTHORIZEDNIELSEN, SHAROL ANNE NIELSEN, SHAROL ANNE 1727 E BRIEF RD Reg . Out of state 8/14/2026 8/17/2026 ($10.45) ($4.62) ($0.98) ($0.42) ($3.62) ($24.91) $45.00 ($0.63) ($8.02) $17.72 NEL, LOUIS JOHANNES NEL, LOUIS JOHANNES 2213 WILKINSON PIKE MARYVILLE, TN 37803 Proration 0091894280 WAT4450 AUTHORIZED 759081978 Refund Generated due to proration on Bill #0091894280-2025- 2025-0000-00 ($3.50) ($3.97) ($1.15) ($0.37) ($0.08)884305086 Refund Generated due to proration on Bill #0083810875-2024- 2024-0000-00 Vehicle Sold 8/7/2026 8/10/2026INDIAN TRAIL, NC 28079 Proration 0083810875 LHZ3624 AUTHORIZED MUSUVATHI KESAVAN, SENTHILKUMAR MUSUVATHI KESAVAN, SENTHILKUMAR 305 AUTUMN SAGE DR $0.00 $0.00 $0.00 $62.15 $0.00 ($37.49) ($30.00) $5.34 $0.001011202224 Refund Generated due to adjustment on Bill #0092649688- 2026-2026-0000 Situs error 8/10/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0092649688 RLY2562 PENDINGMULLIS, RYLEIGH LUV MULLIS, RYLEIGH LUV 1521 UNIONVILLE INDIAN TR AIL RD WEST Vehicle Sold 8/25/2026 8/26/2026 ($9.35) ($15.71) $0.00 ($3.84) ($0.88) ($0.37) ($3.23) ($22.26) $55.64 MONTILLA, FREDDY MANUEAL MONTILLA, FREDDY MANUEAL 1240 SARANDON DR MATTHEWS, NC 28104 Proration 0082622247 RKH8135 AUTHORIZED 1014331888 Refund Generated due to proration on Bill #0082622247-2025- 2025-0000-00 Page 12 of 19 247 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 ($6.79)$0.00 101 TAX ($3.40)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($1.83)$0.00 003 TAX ($0.64)$0.00 005 TAX ($0.27)$0.00 004 TAX ($2.35)$0.00 002 TAX ($16.17)$0.00 Refund 001 TAX ($17.09)$0.00 101 TAX ($8.56)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($4.62)$0.00 003 TAX ($1.61)$0.00 005 TAX ($0.69)$0.00 004 TAX ($5.91)$0.00 002 TAX ($40.71)$0.00 Refund 001 TAX ($4.29)$0.00 101 TAX ($2.15)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($1.16)$0.00 003 TAX ($0.40)$0.00 005 TAX ($0.17)$0.00 004 TAX ($1.48)$0.00 002 TAX ($10.22)$0.00 Refund 001 TAX ($4.33)$0.00 500 TAX ($11.18)$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 ($1.50)$0.00 002 TAX ($10.32)$0.00 Refund 001 TAX ($43.33)$0.00 029 TAX ($10.29)$0.00 003 TAX ($4.09)$0.00 005 TAX ($1.73)$0.00 004 TAX ($14.99)$0.00 002 TAX ($103.24)$0.00 Refund 001 TAX ($21.45)$0.00 700 TAX ($39.88)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($9.08)$0.00 003 TAX ($2.03)$0.00 005 TAX ($0.86)$0.00 004 TAX ($7.42)$0.00 002 TAX ($51.10)$0.00 Refund 001 TAX ($51.36)$0.00 700 TAX ($95.50)$0.00 700 VEHICLE FEE ($25.00)$0.00 023 TAX ($21.57)$0.00 003 TAX ($4.84)$0.00 005 TAX ($2.06)$0.00 004 TAX ($17.77)$0.00 002 TAX ($122.37)$0.00 Refund 001 TAX ($41.36)$0.00 800 TAX ($12.88)$0.00 026 TAX ($11.19)$0.00 003 TAX ($3.90)$0.00 005 TAX ($1.66)$0.00 004 TAX ($14.31)$0.00 002 TAX ($98.56)$0.00 Refund 001 TAX ($4.58)$0.00 800 TAX ($1.43)$0.00 026 TAX ($1.24)$0.00 003 TAX ($0.43)$0.00 005 TAX ($0.18)$0.00 004 TAX ($1.59)$0.00 002 TAX ($10.92)$0.00 Refund Vehicle Sold 8/17/2026 8/18/2026 ($4.58) ($1.43) ($1.24) ($0.43) ($0.18) ($1.59) ($10.92) $20.37 ($14.31) ($98.56) $183.86 PRAY, FRANCIS CHRISTOPHER JR PRAY, FRANCIS CHRISTOPHER JR PRAY, CAROLYN REBECCA 7029 WILLOW TRACE LN MATTHEWS, NC 28104 Proration 0027410975 DAT1471 AUTHORIZED 886162263 Refund Generated due to proration on Bill #0027410975-2025- 2025-0000-00 ($41.36) ($12.88) ($11.19) ($3.90) ($1.66)888094795 Refund Generated due to proration on Bill #0083251733-2025- 2025-0000-00 Vehicle Sold 8/27/2026 8/28/2026WAXHAW, NC 28173 Proration 0083251733 RKH8481 AUTHORIZEDPRABHAT, SHWET KETU PRABHAT, SHWET KETU 537 LOCHAVEN RD ($2.06) ($17.77) ($122.37) $340.47 ($51.36) ($95.50) ($25.00) ($21.57) ($4.84)1014278144 Refund Generated due to proration on Bill #0092637742-2026- 2026-0000-00 Vehicle Sold 8/24/2026 8/25/2026MATTHEWS, NC 28104 Proration 0092637742 MDM5853 AUTHORIZED POWELL, STEPHEN ALEXANDER POWELL, STEPHEN ALEXANDER 2100 COTTON MILL CT 8/24/2026 8/25/2026 ($21.45) ($39.88) $0.00 ($9.08) ($2.03) ($0.86) ($7.42) ($51.10) $131.82 ($103.24) $177.67 POPLAVSKIY, MARK ANATOLIY POPLAVSKIY, MARK ANATOLIY 608 BAILEY MILLS DR STALLINGS, NC 28104 Proration 0092159365 WBZ8918 AUTHORIZED 1014278536 Refund Generated due to proration on Bill #0092159365-2026- 2026-0000-00 Vehicle Sold ($43.33) ($10.29) ($4.09) ($1.73) ($14.99) 761223888 Refund Generated due to proration on Bill #0078575061-2025- 2025-0000-00 Vehicle Sold 8/27/2026 8/28/2026MONROE, NC 28112 Proration 0078575061 VA4961 AUTHORIZEDPLYLER, KEVIN RAY PLYLER, KEVIN RAY PLYLER, NANCY OUTEN 6924 WOLF POND RD ($0.17) ($1.50) ($10.32) $29.68 ($4.33) ($11.18) $0.00 ($1.77) ($0.41)1014965416 Refund Generated due to proration on Bill #0079425323-2025- 2025-0000-00 Vehicle Sold 8/27/2026 8/28/2026WAXHAW, NC 28173 Proration 0079425323 JJP6225 AUTHORIZED PERUMBEDU, MURALIDHARAN NARASIMHAN PERUMBEDU, MURALIDHARAN NARASIMHAN 2712 LAWSON DR ($0.17) ($1.48) ($10.22) $19.87 ($4.29) ($2.15) $0.00 ($1.16) ($0.40)1012756464 Refund Generated due to proration on Bill #0048861588-2025- 2025-0000-00 Reg . Out of state 8/17/2026 8/18/2026 ISLE OF PALMS, SC 29451 Proration 0048861588 YNX1150 AUTHORIZEDPATETTA, JOHN DOMINIC PATETTA, JOHN DOMINIC PATETTA, GAIL 10 EDGEWATER ALY ($0.69) ($5.91) ($40.71) $79.19 ($17.09) ($8.56) $0.00 ($4.62) ($1.61)1013375880 Refund Generated due to proration on Bill #0069923498-2025- 2025-0000-00 Vehicle Sold 8/20/2026 8/21/2026 ISLE OF PALMS, SC 29451 Proration 0069923498 JDY8823 AUTHORIZEDPATETTA, GAIL MARIE PATETTA, GAIL MARIE PATETTA, JOHN DOMINIC 10 EDGEWATER ALY ($0.27) ($2.35) ($16.17) $31.45 ($6.79) ($3.40) $0.00 ($1.83) ($0.64)1012756440 Refund Generated due to proration on Bill #0087921673-2025- 2025-0000-00 Reg . Out of state 8/17/2026 8/18/2026 ISLE OF PALMS, SC 29451 Proration 0087921673 HMR8646 AUTHORIZEDPATETTA, GAIL MARIE PATETTA, GAIL MARIE 10 EDGEWATER ALY Page 13 of 19 248 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 ($1.09)($0.06) 023 TAX ($0.34)($0.02) 003 TAX ($0.12)($0.01) 005 TAX ($0.03)$0.00 004 TAX ($0.19)($0.01) 002 TAX ($2.50)($0.14) Refund 001 TAX ($8.02)$0.00 014 TAX ($3.14)$0.00 003 TAX ($0.76)$0.00 005 TAX ($0.32)$0.00 004 TAX ($2.78)$0.00 002 TAX ($19.12)$0.00 Refund 001 TAX ($4.82)$0.00 200 TAX ($18.89)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.45)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.67)$0.00 002 TAX ($11.50)$0.00 Refund 001 TAX ($12.46)$0.00 028 TAX ($5.10)$0.00 003 TAX ($1.17)$0.00 005 TAX ($0.49)$0.00 004 TAX ($4.31)$0.00 002 TAX ($29.68)$0.00 Refund 001 TAX ($1.41)$0.00 200 TAX ($5.50)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.13)$0.00 005 TAX ($0.06)$0.00 004 TAX ($0.48)$0.00 002 TAX ($3.34)$0.00 Refund 001 TAX ($2.17)$0.00 026 TAX ($0.53)$0.00 003 TAX ($0.23)$0.00 005 TAX ($0.05)$0.00 004 TAX ($0.39)$0.00 002 TAX ($4.98)$0.00 Refund 001 TAX ($18.86)$0.00 200 TAX ($73.81)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.77)$0.00 005 TAX ($0.76)$0.00 004 TAX ($6.52)$0.00 002 TAX ($44.92)$0.00 Refund 001 TAX ($5.77)$0.00 500 TAX ($14.87)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($2.36)$0.00 003 TAX ($0.54)$0.00 005 TAX ($0.23)$0.00 004 TAX ($2.00)$0.00 002 TAX ($13.74)$0.00 Refund 001 TAX ($164.05)$0.00 101 TAX ($82.17)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($44.37)$0.00 003 TAX ($15.47)$0.00 005 TAX ($6.57)$0.00 004 TAX ($56.77)$0.00 002 TAX ($390.85)$0.00 Refund 001 TAX ($25.07)$0.00 026 TAX ($6.78)$0.00 003 TAX ($2.36)$0.00 005 TAX ($1.00)$0.00 004 TAX ($8.68)$0.00 002 TAX ($59.74)$0.00 Refund ($59.74) $103.63 ($25.07) ($6.78) ($2.36) ($1.00) ($8.68) 759834120 Refund Generated due to proration on Bill #0079065225-2025- 2025-0000-00 Vehicle Sold 8/19/2026 8/20/2026WAXHAW, NC 28173 Proration 0079065225 RIDDHI15 AUTHORIZED SAIRAM ENTERPRISES LLC JTW SAIRAM ENTERPRISES LLC JTW PATEL, PRANAV ASHOKKUMAR 8815 THORNBURY PL ($6.57) ($56.77) ($390.85) $760.25 ($164.05) ($82.17) $0.00 ($44.37) ($15.47)1014278080 Refund Generated due to proration on Bill #0089806904-2025- 2025-0000-00 Vehicle Sold 8/24/2026 8/25/2026WAXHAW, NC 28173 Proration 0089806904 LJT6842 AUTHORIZEDRUTHBERG, LISA VERONICA RUTHBERG, LISA VERONICA 1408 WAR ADMIRAL LN Vehicle Sold 8/17/2026 8/18/2026 ($5.77) ($14.87) $0.00 ($2.36) ($0.54) ($0.23) ($2.00) ($13.74) $39.51 ($6.52) ($44.92) $146.64 RONAYNE, ALLYSON KELLY RONAYNE, ALLYSON KELLY 1252 SCREECH OWL RD WAXHAW, NC 28173 Proration 0089034305 RLE9746 AUTHORIZED 1012756944 Refund Generated due to proration on Bill #0089034305-2025- 2025-0000-00 ($18.86) ($73.81) $0.00 ($1.77) ($0.76)886928756 Refund Generated due to proration on Bill #0073040713-2025- 2025-0000-00 Vehicle Sold 8/21/2026 8/24/2026MONROE, NC 28110 Proration 0073040713 RER6862 AUTHORIZED ROMANCZUK, GRZEGORZ MACIEJ ROMANCZUK, GRZEGORZ MACIEJ 1609 BATTLE LN Vehicle Totalled 8/17/2026 8/18/2026 ($2.17) ($0.53) ($0.23) ($0.05) ($0.39) ($4.98) $8.35 ($0.48) ($3.34) $10.92 ROBERTSON, DANA MATARAGAS ROBERTSON, DANA MATARAGAS ROBERTSON, CHARLES ALLEN 209 ABBOTSBURY CT WAXHAW, NC 28173 Proration 0042968030 PDL8180 AUTHORIZED 759567228 Refund Generated due to proration on Bill #0042968030-2024- 2024-0000-00 ($1.41) ($5.50) $0.00 ($0.13) ($0.06)884802317 Refund Generated due to adjustment on Bill #0090875790- 2025-2025-0000-00 Over Assessment 8/10/2026MONROE, NC 28110 Adjustment < $100 0090875790 073DSB PENDINGROBBINS, JODI LYNN ROBBINS, JODI LYNN 3522 NIMBELL RD Vehicle Sold 8/20/2026 8/21/2026 ($12.46) ($5.10) ($1.17) ($0.49) ($4.31) ($29.68) $53.21 ($1.67) ($11.50) $37.52 RIVERA, JACQUELINE LIZETTE RIVERA, JACQUELINE LIZETTE ARIAS, ALVARO JOSE 7914 OLD WAXHAW MONROE RD WAXHAW, NC 28173 Proration 0069593334 EKB7525 AUTHORIZED 760031898 Refund Generated due to proration on Bill #0069593334-2025- 2025-0000-00 ($4.82) ($18.89) $0.00 ($0.45) ($0.19)883853796 Refund Generated due to proration on Bill #0089034978-2025- 2025-0000-00 Vehicle Sold 8/5/2026 8/6/2026MONROE, NC 28110 Proration 0089034978 LMH7379 AUTHORIZED PROSANOV, NIKITA NIKOLAYEVICH PROSANOV, NIKITA NIKOLAYEVICH 1454 FORKHORN DR 8/17/2026 ($8.02) ($3.14) ($0.76) ($0.32) ($2.78) ($19.12) $34.14 ($2.64) $4.51 PRISTINE IMAGES PAINTINGPROS INC. PRISTINE IMAGES PAINTINGPROS INC. 4010 MOUNTAIN DR MONROE, NC 28112 Adjustment < $100 0042404475 PFZ4936 PENDING 759566034 Refund Generated due to adjustment on Bill #0042404475- 2025-2025-0000-00 Over Assessment ($1.15) ($0.36) ($0.13) ($0.03) ($0.20) 760032552 Refund Generated due to proration on Bill #0074306029-2024- 2024-0000-00 Vehicle Sold 8/20/2026 8/21/2026INDIAN TRAIL, NC 28079 Proration 0074306029 TKR8070 AUTHORIZEDPRESSLEY, DONALD LARRY PRESSLEY, DONALD LARRY 5702 BEVERLY DR Page 14 of 19 249 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX $0.00 $0.00 200 TAX ($33.70)$0.00 200 VEHICLE FEE ($30.00)$0.00 700 TAX $16.01 $0.00 700 VEHICLE FEE $25.00 $0.00 020 TAX $3.65 $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 ($46.48)$0.00 700 TAX ($78.16)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($17.65)$0.00 003 TAX ($4.38)$0.00 005 TAX ($1.86)$0.00 004 TAX ($16.09)$0.00 002 TAX ($110.74)$0.00 Refund 001 TAX ($1.46)$0.00 600 TAX ($2.21)$0.00 023 TAX ($0.55)$0.00 003 TAX ($0.14)$0.00 005 TAX ($0.06)$0.00 004 TAX ($0.51)$0.00 002 TAX ($3.48)$0.00 Refund 001 TAX ($14.15)$0.00 700 TAX ($23.80)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($5.38)$0.00 003 TAX ($1.33)$0.00 005 TAX ($0.57)$0.00 004 TAX ($4.90)$0.00 002 TAX ($33.73)$0.00 Refund 001 TAX ($5.36)$0.00 700 TAX ($9.01)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($2.04)$0.00 003 TAX ($0.50)$0.00 005 TAX ($0.22)$0.00 004 TAX ($1.86)$0.00 002 TAX ($12.77)$0.00 Refund 001 TAX ($15.07)$0.00 500 TAX ($38.86)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($6.16)$0.00 003 TAX ($1.42)$0.00 005 TAX ($0.60)$0.00 004 TAX ($5.21)$0.00 002 TAX ($35.89)$0.00 Refund 001 TAX ($23.52)$0.00 500 TAX ($60.69)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($9.63)$0.00 003 TAX ($2.22)$0.00 005 TAX ($0.94)$0.00 004 TAX ($8.14)$0.00 002 TAX ($56.04)$0.00 Refund 001 TAX ($25.60)$0.00 026 TAX ($6.92)$0.00 003 TAX ($2.41)$0.00 005 TAX ($1.03)$0.00 004 TAX ($8.86)$0.00 002 TAX ($61.00)$0.00 Refund 001 TAX ($2.46)$0.00 600 TAX ($2.79)$0.00 023 TAX ($0.77)$0.00 003 TAX ($0.26)$0.00 005 TAX ($0.06)$0.00 004 TAX ($0.44)$0.00 002 TAX ($5.64)$0.00 Refund 8/26/2026 8/27/2026 ($2.46) ($2.79) ($0.77) ($0.26) ($0.06) ($0.44) ($5.64) $12.42 ($61.00) $105.82 SMITH, JOSEPH EDWARD SMITH, JOSEPH EDWARD 1017 SUNFLOWER LN INDIAN TRAIL, NC 28079 Proration 0057238906 CLV6684 AUTHORIZED 887815747 Refund Generated due to proration on Bill #0057238906-2024- 2024-0000-00 Vehicle Totalled ($25.60) ($6.92) ($2.41) ($1.03) ($8.86) 757974984 Refund Generated due to proration on Bill #0077242024-2025- 2025-0000-00 Vehicle Sold 8/7/2026 8/10/2026WAXHAW, NC 28173 Proration 0077242024 HFK6768 AUTHORIZED SKINNER, FRANK SAMUEL III SKINNER, FRANK SAMUEL III 8617 MOSSINGTON LN ($0.94) ($8.14) ($56.04) $161.18 ($23.52) ($60.69) $0.00 ($9.63) ($2.22)1011203464 Refund Generated due to proration on Bill #0090617746-2025- 2025-0000-00 Vehicle Sold 8/10/2026 8/11/2026WAXHAW, NC 28173 Proration 0090617746 MCK3286 AUTHORIZEDSILEO, WARREN JOSEPH SILEO, WARREN JOSEPH 2100 DEER MEADOWS DR ($0.60) ($5.21) ($35.89) $103.21 ($15.07) ($38.86) $0.00 ($6.16) ($1.42)1011202560 Refund Generated due to proration on Bill #0068205075-2025- 2025-0000-00 Vehicle Sold 8/10/2026 8/11/2026WAXHAW, NC 28173 Proration 0068205075 ZXH4873 AUTHORIZEDSILEO, WARREN JOSEPH SILEO, WARREN JOSEPH SILEO, ANN MARIE 2100 DEER MEADOWS DR ($0.22) ($1.86) ($12.77) $31.76 ($5.36) ($9.01) $0.00 ($2.04) ($0.50)1012754392 Refund Generated due to adjustment on Bill #0090741958- 2025-2025-0000-00 Mileage 8/17/2026MATTHEWS, NC 28104 Adjustment < $100 0090741958 VHE6041 PENDINGSHUFFLER, TANYA LEIGH SHUFFLER, TANYA LEIGH SHUFFLER, FRANKLIN EUGENE 4109 SHANNAMARA DR Vehicle Totalled 8/14/2026 8/17/2026 ($14.15) ($23.80) $0.00 ($5.38) ($1.33) ($0.57) ($4.90) ($33.73) $83.86 ($0.51) ($3.48) $8.41 SHUFFLER, TANYA LEIGH SHUFFLER, TANYA LEIGH 4109 SHANNAMARA DR MATTHEWS, NC 28104 Proration 0088338324 TKE2273 AUTHORIZED 1012108888 Refund Generated due to proration on Bill #0088338324-2025- 2025-0000-00 ($1.46) ($2.21) ($0.55) ($0.14) ($0.06)887540290 Refund Generated due to proration on Bill #0090643316-2025- 2025-0000-00 Vehicle Sold 8/25/2026 8/26/2026INDIAN TRAIL, NC 28079 Proration 0090643316 9V3715 AUTHORIZED SHKINDER, DAVID PETROVICH SHKINDER, DAVID PETROVICH 3002 PADDINGTON DR ($1.86) ($16.09) ($110.74) $275.36 ($46.48) ($78.16) $0.00 ($17.65) ($4.38)1015285808 Refund Generated due to proration on Bill #0082177295-2025- 2025-0000-00 Vehicle Sold 8/28/2026 8/31/2026MATTHEWS, NC 28104 Proration 0082177295 JML6166 AUTHORIZEDSHANE, LAURA JOY SHANE, LAURA JOY 1413 POPPY WAY 8/4/2026 $0.00 ($33.70) ($30.00) $16.01 $25.00 $3.65 $0.00 $0.00 $0.00 $0.00 $19.04 SCHADE, STEPHEN QUINLAN SCHADE, STEPHEN QUINLAN 1032 TABARD LN MATTHEWS, NC 28104 Adjustment < $100 0092232987 MCJ1528 PENDING 1262252050 Refund Generated due to adjustment on Bill #0092232987- 2026-2026-0000 Situs error Page 15 of 19 250 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 ($5.85)$0.00 700 TAX ($9.84)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($2.41)$0.00 003 TAX ($0.56)$0.00 005 TAX ($0.23)$0.00 004 TAX ($2.03)$0.00 002 TAX ($13.94)$0.00 Refund 001 TAX ($8.92)$0.00 200 TAX ($34.91)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.84)$0.00 005 TAX ($0.36)$0.00 004 TAX ($3.09)$0.00 002 TAX ($21.25)$0.00 Refund 001 TAX ($11.15)$0.00 200 TAX ($43.63)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.05)$0.00 005 TAX ($0.45)$0.00 004 TAX ($3.86)$0.00 002 TAX ($26.56)$0.00 Refund 001 TAX ($1.80)$0.00 200 TAX ($7.02)$0.00 003 TAX ($0.16)$0.00 005 TAX ($0.07)$0.00 004 TAX ($0.62)$0.00 002 TAX ($4.27)$0.00 Refund 001 TAX ($11.57)$0.00 015 TAX ($5.47)$0.00 003 TAX ($1.10)$0.00 005 TAX ($0.47)$0.00 004 TAX ($4.00)$0.00 002 TAX ($27.58)$0.00 Refund 001 TAX ($3.00)$0.00 025 TAX ($1.19)$0.00 003 TAX ($0.28)$0.00 005 TAX ($0.12)$0.00 004 TAX ($1.04)$0.00 002 TAX ($7.14)$0.00 Refund 001 TAX ($4.67)$0.00 200 TAX ($18.26)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.44)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.61)$0.00 002 TAX ($11.11)$0.00 Refund 001 TAX ($13.92)$0.00 200 TAX ($54.49)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.31)$0.00 005 TAX ($0.56)$0.00 004 TAX ($4.82)$0.00 002 TAX ($33.16)$0.00 Refund 001 TAX ($28.77)$0.00 600 TAX ($43.52)$0.00 026 TAX ($7.78)$0.00 003 TAX ($2.71)$0.00 005 TAX ($1.15)$0.00 004 TAX ($9.96)$0.00 002 TAX ($68.56)$0.00 Refund 001 TAX ($27.37)$0.00 800 TAX ($8.52)$0.00 026 TAX ($7.40)$0.00 003 TAX ($2.58)$0.00 005 TAX ($1.09)$0.00 004 TAX ($9.47)$0.00 002 TAX ($65.20)$0.00 Refund ($9.47) ($65.20) $121.63 ($27.37) ($8.52) ($7.40) ($2.58) ($1.09)888094949 Refund Generated due to proration on Bill #0058951060-2025- 2025-0000-00 Vehicle Sold 8/27/2026 8/28/2026MATTHEWS, NC 28104 Proration 0058951060 HBJ8818 AUTHORIZEDTHAKER, SUHAIL SUDHIR THAKER, SUHAIL SUDHIR THAKER, VAIDEHI 3039 KINGS MANOR DR Vehicle Sold 8/31/2026 9/1/2026 ($28.77) ($43.52) ($7.78) ($2.71) ($1.15) ($9.96) ($68.56) $162.45 ($4.82) ($33.16) $108.26 TEGEY, ELINA TEGEY, ELINA TEGEY, BRANDON MICHAEL 3031 EAGLE RIDGE LN INDIAN TRAIL, NC 28079 Proration 0091093856 LHF4247 AUTHORIZED 889156891 Refund Generated due to proration on Bill #0091093856-2025- 2025-0000-00 ($13.92) ($54.49) $0.00 ($1.31) ($0.56)888374214 Refund Generated due to proration on Bill #0070930015-2025- 2025-0000-00 Vehicle Totalled 8/28/2026 8/31/2026PHOENIX, AZ 85008 Proration 0070930015 JMV8717 AUTHORIZEDTARI, VAHID TARI, VAHID 2121 N 44TH ST APT # 4204 8/24/2026 ($4.67) ($18.26) $0.00 ($0.44) ($0.19) ($1.61) ($11.11) $36.28 ($7.14) $12.77 SWIFT, JONATHAN ROSS SWIFT, JONATHAN ROSS 4425 MARLAY PARK INDIAN TRAIL, NC 28079 Adjustment < $100 0092578979 837CBP PENDING 887493677 Refund Generated due to adjustment on Bill #0092578979- 2025-2025-0000-00 Over Assessment ($3.00) ($1.19) ($0.28) ($0.12) ($1.04) 762135654 Refund Generated due to proration on Bill #0092482347-2025- 2025-0000-00 Vehicle Sold 8/31/2026 9/1/2026WAXHAW, NC 28173 Proration 0092482347 VDS1317 AUTHORIZEDSWIERSKI, SCOTT THOMAS SWIERSKI, SCOTT THOMAS 6521 STEELE RD 8/13/2026 ($11.57) ($5.47) ($1.10) ($0.47) ($4.00) ($27.58) $50.19 ($4.27) $13.94 STUEBS, JUDITH ANN STUEBS, JUDITH ANN 1400 MAJESTIC FOREST LN WAXHAW, NC 28173 Adjustment < $100 0092696132 WCD8185 PENDING 758888298 Refund Generated due to adjustment on Bill #0092696132- 2026-2026-0000-00 SLVG or RBLT TTL ($1.80) ($7.02) ($0.16) ($0.07) ($0.62) 762135054 Refund Generated due to proration on Bill #0092040767-2026- 2026-0000-00 Vehicle Sold 8/31/2026 9/1/2026MONROE, NC 28110 Proration 0092040767 CS62348 AUTHORIZEDSTRELTSOV, DMITRIY STRELTSOV, DMITRIY 3020 OLDE ELIZABETH LN Vehicle Sold 8/3/2026 8/4/2026 ($11.15) ($43.63) $0.00 ($1.05) ($0.45) ($3.86) ($26.56) $86.70 ($3.09) ($21.25) $69.37 SOLIS, JANET SOLIS, JANET 1131 PARKER ST MONROE, NC 28112 Proration 0091103993 MDA6751 AUTHORIZED 883530557 Refund Generated due to proration on Bill #0091103993-2025- 2025-0000-00 ($8.92) ($34.91) $0.00 ($0.84) ($0.36)883530522 Refund Generated due to proration on Bill #0088076542-2025- 2025-0000-00 Vehicle Sold 8/3/2026 8/4/2026MONROE, NC 28112 Proration 0088076542 LKW3571 AUTHORIZEDSOLIS, JANET SOLIS, JANET 1131 PARKER ST ($0.23) ($2.03) ($13.94) $34.86 ($5.85) ($9.84) $0.00 ($2.41) ($0.56)1011202872 Refund Generated due to adjustment on Bill #0090832164- 2025-2025-0000-00 Damage 8/10/2026MATTHEWS, NC 28104 Adjustment < $100 0090832164 PFZ4985 PENDINGSMITH, SHEILA JANE SMITH, SHEILA JANE 1236 CURRY WAY Page 16 of 19 251 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 ($28.03)$0.00 500 TAX ($72.33)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($11.48)$0.00 003 TAX ($2.64)$0.00 005 TAX ($1.12)$0.00 004 TAX ($9.70)$0.00 002 TAX ($66.80)$0.00 Refund 001 TAX ($2.29)$0.00 500 TAX ($5.91)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($0.94)$0.00 003 TAX ($0.22)$0.00 005 TAX ($0.09)$0.00 004 TAX ($0.79)$0.00 002 TAX ($5.46)$0.00 Refund 001 TAX ($31.84)$0.00 700 TAX ($53.55)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($13.09)$0.00 003 TAX ($3.01)$0.00 005 TAX ($1.27)$0.00 004 TAX ($11.02)$0.00 002 TAX ($75.88)$0.00 Refund 001 TAX ($11.66)$0.00 500 TAX ($30.07)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($5.32)$0.00 003 TAX ($1.10)$0.00 005 TAX ($0.47)$0.00 004 TAX ($4.03)$0.00 002 TAX ($27.77)$0.00 Refund 001 TAX ($9.55)$0.00 200 TAX ($37.40)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.90)$0.00 005 TAX ($0.38)$0.00 004 TAX ($3.31)$0.00 002 TAX ($22.77)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($5.02)$0.00 200 VEHICLE FEE ($30.00)$0.00 022 TAX $1.14 $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 ($3.90)$0.00 600 TAX ($5.90)$0.00 026 TAX ($1.05)$0.00 003 TAX ($0.37)$0.00 005 TAX ($0.15)$0.00 004 TAX ($1.35)$0.00 002 TAX ($9.30)$0.00 Refund 001 TAX ($3.47)$0.00 600 TAX ($3.93)$0.00 026 TAX ($0.85)$0.00 003 TAX ($0.37)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.62)$0.00 002 TAX ($7.96)$0.00 Refund 001 TAX ($28.36)$0.00 970 TAX ($5.67)$0.00 026 TAX ($7.67)$0.00 003 TAX ($2.67)$0.00 005 TAX ($1.13)$0.00 004 TAX ($9.82)$0.00 002 TAX ($67.57)$0.00 Refund ($9.82) ($67.57) $122.89 ($28.36) ($5.67) ($7.67) ($2.67) ($1.13)886161535 Refund Generated due to proration on Bill #0089662883-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026WAXHAW, NC 28173 Proration 0089662883 KBN2252 AUTHORIZEDVERSEN, RYAN MATTHEW VERSEN, RYAN MATTHEW 605 COPPER TREE LN Vehicle Sold 8/3/2026 8/5/2026 ($3.47) ($3.93) ($0.85) ($0.37) ($0.08) ($0.62) ($7.96) $17.28 ($1.35) ($9.30) $22.02 VAN DYNE, JAMES EDWARD VAN DYNE, JAMES EDWARD 2216 MANOR STONE WAY INDIAN TRAIL, NC 28079 Proration 0074432144 HDE7883 AUTHORIZED 883531278 Refund Generated due to proration on Bill #0074432144-2024- 2024-0000-00 ($3.90) ($5.90) ($1.05) ($0.37) ($0.15)883531271 Refund Generated due to proration on Bill #0049660270-2025- 2025-0000-00 Vehicle Sold 8/3/2026 8/5/2026INDIAN TRAIL, NC 28079 Proration 0049660270 PEK8923 AUTHORIZEDVAN DYNE, JAMES EDWARD VAN DYNE, JAMES EDWARD 2216 MANOR STONE WAY Situs error 8/4/2026 $0.00 ($5.02) ($30.00) $1.14 $0.00 $0.00 $0.00 $0.00 $33.88 ($3.31) ($22.77) $74.31 VALDEZ, DANIEL SCOTT VALDEZ, DANIEL SCOTT 3326 OLD MONROE MARSHVILLE RD WINGATE, NC 28174 Adjustment < $100 0092315424 WBK2088 PENDING 1009801888 Refund Generated due to adjustment on Bill #0092315424- 2026-2026-0000 ($9.55) ($37.40) $0.00 ($0.90) ($0.38)884802422 Refund Generated due to proration on Bill #0091061782-2025- 2025-0000-00 Vehicle Sold 8/10/2026 8/11/2026MONROE, NC 28110 Proration 0091061782 WBK1415 AUTHORIZEDTSEVAN, ANDREI TSEVAN, ANDREI 424 WHARTON ST ($0.47) ($4.03) ($27.77) $80.42 ($11.66) ($30.07) $0.00 ($5.32) ($1.10)1012108632 Refund Generated due to adjustment on Bill #0092699212- 2026-2026-0000-00 Over Assessment 8/14/2026WAXHAW, NC 28173 Adjustment < $100 0092699212 MFA5238 PENDING TRANKOV, VIOLINA SOFRONIEVA TRANKOV, VIOLINA SOFRONIEVA 216 SOMERLED WAY ($1.27) ($11.02) ($75.88) $189.66 ($31.84) ($53.55) $0.00 ($13.09) ($3.01)1012755072 Refund Generated due to proration on Bill #0078780716-2025- 2025-0000-00 Vehicle Sold 8/17/2026 8/18/2026MATTHEWS, NC 28104 Proration 0078780716 LCV6947 AUTHORIZEDTONG, YIN LUNG TONG, YIN LUNG 136 EAGLECREST DR ($0.09) ($0.79) ($5.46) $15.70 ($2.29) ($5.91) $0.00 ($0.94) ($0.22)1010634264 Refund Generated due to proration on Bill #0029587884-2025- 2025-0000-00 Vehicle Sold 8/7/2026 8/10/2026WAXHAW, NC 28173 Proration 0029587884 HMJ3084 AUTHORIZEDTHOMPSON, ROBERT FRANK THOMPSON, ROBERT FRANK 211 S BROOME ST Vehicle Sold 8/27/2026 8/28/2026 ($28.03) ($72.33) $0.00 ($11.48) ($2.64) ($1.12) ($9.70) ($66.80) $192.10 THIEM, JASON THOMAS THIEM, JASON THOMAS 4004 PINEBROOK LN WAXHAW, NC 28173 Proration 0083462308 JERT AUTHORIZED 1014965240 Refund Generated due to proration on Bill #0083462308-2025- 2025-0000-00 Page 17 of 19 252 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 ($4.34)$0.00 600 TAX ($6.56)$0.00 023 TAX ($1.82)$0.00 003 TAX ($0.41)$0.00 005 TAX ($0.17)$0.00 004 TAX ($1.50)$0.00 002 TAX ($10.32)$0.00 Refund 001 TAX ($33.56)$0.00 980 TAX ($5.97)$0.00 021 TAX ($16.12)$0.00 003 TAX ($3.16)$0.00 005 TAX ($1.34)$0.00 004 TAX ($11.61)$0.00 002 TAX ($79.95)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($72.60)$0.00 200 VEHICLE FEE ($30.00)$0.00 500 TAX $47.85 $0.00 500 VEHICLE FEE $25.00 $0.00 028 TAX $8.46 $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 ($5.35)$0.00 500 TAX ($13.81)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($2.19)$0.00 003 TAX ($0.50)$0.00 005 TAX ($0.21)$0.00 004 TAX ($1.85)$0.00 002 TAX ($12.75)$0.00 Refund 001 TAX ($11.62)$0.00 500 TAX ($29.98)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($4.75)$0.00 003 TAX ($1.09)$0.00 005 TAX ($0.46)$0.00 004 TAX ($4.02)$0.00 002 TAX ($27.69)$0.00 Refund 001 TAX ($5.41)$0.00 500 TAX ($12.77)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($1.73)$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 ($14.73)$0.00 015 TAX ($6.21)$0.00 003 TAX ($1.39)$0.00 005 TAX ($0.59)$0.00 004 TAX ($5.10)$0.00 002 TAX ($35.10)$0.00 Refund 001 TAX ($12.04)$0.00 500 TAX ($31.05)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($5.49)$0.00 003 TAX ($1.14)$0.00 005 TAX ($0.49)$0.00 004 TAX ($4.16)$0.00 002 TAX ($28.67)$0.00 Refund 001 TAX ($10.16)$0.00 800 TAX ($3.16)$0.00 026 TAX ($2.75)$0.00 003 TAX ($0.96)$0.00 005 TAX ($0.41)$0.00 004 TAX ($3.52)$0.00 002 TAX ($24.20)$0.00 Refund ($3.52) ($24.20) $45.16 ($10.16) ($3.16) ($2.75) ($0.96) ($0.41)885595613 Refund Generated due to proration on Bill #0069628646-2025- 2025-0000-00 Vehicle Sold 8/14/2026 8/17/2026WEDDINGTON, NC 28104 Proration 0069628646 CN85180 AUTHORIZEDWELLS, KENDRA JO WELLS, KENDRA JO WELLS, JOSHUA MATTHEW 2353 WEDGEWOOD DR 8/18/2026 8/19/2026 ($12.04) ($31.05) $0.00 ($5.49) ($1.14) ($0.49) ($4.16) ($28.67) $83.04 ($35.10) $63.12 WEISER, ERICA JAN WEISER, ERICA JAN 2209 TRADING FORD DR WAXHAW, NC 28173 Proration 0092251212 WBC8297 AUTHORIZED 1012802584 Refund Generated due to proration on Bill #0092251212-2026- 2026-0000-00 Vehicle Sold ($14.73) ($6.21) ($1.39) ($0.59) ($5.10) 760224690 Refund Generated due to proration on Bill #0065366539-2025- 2025-0000-00 Vehicle Sold 8/21/2026 8/24/2026WAXHAW, NC 28173 Proration 0065366539 JML7651 AUTHORIZEDWEGNER, PAUL MICHAEL WEGNER, PAUL MICHAEL 2216 MADEIRA CIR ($0.13) ($0.97) ($12.41) $34.00 ($5.41) ($12.77) $0.00 ($1.73) ($0.58)1015286360 Refund Generated due to proration on Bill #0084233267-2024- 2024-0000-00 Reg . Out of state 8/28/2026 8/31/2026CHANHASSEN, MN 55317 Proration 0084233267 655RBP AUTHORIZEDWATERS, JILL ELIZABETH WATERS, JILL ELIZABETH 9511 EAGLE RIDGE RD ($0.46) ($4.02) ($27.69) $79.61 ($11.62) ($29.98) $0.00 ($4.75) ($1.09)1015286344 Refund Generated due to proration on Bill #0075890152-2025- 2025-0000-00 Reg . Out of state 8/28/2026 8/31/2026CHANHASSEN, MN 55317 Proration 0075890152 992TSM AUTHORIZEDWATERS, JILL ELIZABETH WATERS, JILL ELIZABETH 9511 EAGLE RIDGE RD ($0.21) ($1.85) ($12.75) $36.66 ($5.35) ($13.81) $0.00 ($2.19) ($0.50)1015286328 Refund Generated due to proration on Bill #0063191941-2025- 2025-0000-00 Reg . Out of state 8/28/2026 8/31/2026CHANHASSEN, MN 55317 Proration 0063191941 D654SP AUTHORIZEDWATERS, JILL ELIZABETH WATERS, JILL ELIZABETH 9511 EAGLE RIDGE RD Situs error 8/4/2026 $0.00 ($72.60) ($30.00) $47.85 $25.00 $8.46 $0.00 $0.00 $0.00 $0.00 $21.29 ($11.61) ($79.95) $151.71 WARD, BRYAN EVERETTE WARD, BRYAN EVERETTE 4017 EUTAW DR WAXHAW, NC 28173 Adjustment < $100 0092303648 RLY2515 PENDING 1262251340 Refund Generated due to adjustment on Bill #0092303648- 2026-2026-0000 ($33.56) ($5.97) ($16.12) ($3.16) ($1.34)886929295 Refund Generated due to proration on Bill #0090777589-2025- 2025-0000-00 Vehicle Sold 8/21/2026 8/24/2026MONROE, NC 28110 Proration 0090777589 CP92593 AUTHORIZEDWALLING, TIFFANY MARIE WALLING, TIFFANY MARIE 2100 E LAWYERS RD Over Assessment 8/24/2026 ($4.34) ($6.56) ($1.82) ($0.41) ($0.17) ($1.50) ($10.32) $25.12 WAHLERS, JEFFREY WAYNE JR WAHLERS, JEFFREY WAYNE JR 3010 EARLY RISE AVE INDIAN TRAIL, NC 28079 Adjustment < $100 0092745694 MEP2596 PENDING 887492921 Refund Generated due to adjustment on Bill #0092745694- 2026-2026-0000-00 Page 18 of 19 253 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 ($19.25)$0.00 800 TAX ($5.99)$0.00 026 TAX ($5.21)$0.00 003 TAX ($1.81)$0.00 005 TAX ($0.77)$0.00 004 TAX ($6.66)$0.00 002 TAX ($45.87)$0.00 Refund 001 TAX ($2.23)$0.00 600 TAX ($3.37)$0.00 019 TAX ($0.98)$0.00 003 TAX ($0.21)$0.00 005 TAX ($0.09)$0.00 004 TAX ($0.77)$0.00 002 TAX ($5.30)$0.00 Refund 001 TAX ($24.35)$0.00 600 TAX ($36.82)$0.00 023 TAX ($9.25)$0.00 003 TAX ($2.30)$0.00 005 TAX ($0.97)$0.00 004 TAX ($8.43)$0.00 002 TAX ($58.01)$0.00 Refund 001 TAX ($2.60)$0.00 600 TAX ($3.93)$0.00 023 TAX ($0.99)$0.00 003 TAX ($0.24)$0.00 005 TAX ($0.10)$0.00 004 TAX ($0.90)$0.00 002 TAX ($6.19)$0.00 Refund Refund Total ($0.90) ($6.19) $14.95 $13821.71 ($2.60) ($3.93) ($0.99) ($0.24) ($0.10)886704819 Refund Generated due to proration on Bill #0087250921-2025- 2025-0000-00 Vehicle Sold 8/20/2026 8/21/2026INDIAN TRAIL, NC 28079 Proration 0087250921 LMN8443 AUTHORIZEDWOOD, MATTHEW LYLE WOOD, MATTHEW LYLE 1507 AINSLIE PLACE RD Vehicle Sold 8/20/2026 8/21/2026 ($24.35) ($36.82) ($9.25) ($2.30) ($0.97) ($8.43) ($58.01) $140.13 ($0.77) ($5.30) $12.95 WOOD, MATTHEW LYLE WOOD, MATTHEW LYLE 1507 AINSLIE PLACE RD INDIAN TRAIL, NC 28079 Proration 0091435593 LMN8443 AUTHORIZED 886704812 Refund Generated due to proration on Bill #0091435593-2025- 2025-0000-00 ($2.23) ($3.37) ($0.98) ($0.21) ($0.09)885595592 Refund Generated due to proration on Bill #0048919552-2025- 2025-0000-00 Vehicle Sold 8/14/2026 8/17/2026MONROE, NC 28110 Proration 0048919552 D238R AUTHORIZEDWILLIAMS, HOWARD R WILLIAMS, HOWARD R 3021 STREAMLET WAY Vehicle Sold 8/19/2026 8/20/2026 ($19.25) ($5.99) ($5.21) ($1.81) ($0.77) ($6.66) ($45.87) $85.56 WILLETT, ROBERT MARK WILLETT, ROBERT MARK 220 SQUASH HARVEST CT WEDDINGTON, NC 28104 Proration 0089329416 KEY7824 AUTHORIZED 886472538 Refund Generated due to proration on Bill #0089329416-2025- 2025-0000-00 Page 19 of 19 254 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-571 Agenda Date:10/19/2026 TITLE:..title Communications Monthly Report - September 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 10/9/2026Page 1 of 1 powered by Legistar™255 Communications Monthly Report September 2026 256 Departments Supported Projects Completed Top Projects 26146 Public Communications supported Human Resources by coordinating communications and promoting our 17th annual all-employee event to meet beneﬁt vendors. The event was a success with more than 600 employees attending and more than $1,500 in rae tickets sold to beneﬁt the Christmas Bureau. Employee Health & Beneﬁts Expo We had a unique opportunity to coordinate an event to show a statewide documentary that features interviews with some Union County leaders. Follow- ing the documentary, "A Moment of Change," we hosted a panel discussion that was recorded and later shared on the County's YouTube Channel for anyone who missed the event. Documentary Screening Event Public Communications coordinated with the Board of Commissioners to honor country music icon and Union County native Randy Travis with a Lifetime Achievement Award during the Randy Travis Music Festival in his hometown of Marshville. From coordinating the presentation logistics with the festival organizer, to designing and ordering the award, and managing numerous communications, the event and recognition was a success. Randy Travis Award September 2026 257 Engagement rate is calculated by dividing the total number of interactions on a post (likes, comments, shares, clicks) by the total number of impressions that post received, then multiplying by 100 to get a percentage. Impressions are the number of times a user sees a post. Reach refers to the total number of individuals who saw a speciﬁc post on social media. Total Followers Social Media Top Posts Sprout Automated Webchat Total Communications Website Visits unioncountync.gov Top WebpagesTop Search Terms Website 446,048 9.77% vs. previous month Facebook Randy Travis Music Festival Reel 13% Engagement Rate 10,755 Reach Instagram Randy Travis Music Festival Reel 6.4% Engagement Rate 534 Impressions LinkedIn Randy Travis Music Festival Reel 6.4% Engagement Rate 1,128 Impressions 47,594 1,058 GIS & Mapping Taxes and Property Register of Deeds Property Tax Passport Jobs Taxes Documents Let’s Chat September 2026 258 unioncountync.gov Creative Highlights Video Engagement CompletedReceived Public Records Requests Media Interactions YouTube Randy Travis Music Festival Reel 795 Views 16 Hours Watch time Instagram Randy Travis Music Festival Reel 1,128 Views 889 Reach Facebook Randy Travis Music Festival Reel 13,918 Views 6,640 Impressions 166081 Local Foods LogoUC Cares Website Banner September 2026 259 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-549 Agenda Date:10/19/2026 TITLE:..title Tax Collector’s Departmental Report for August 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 August 20236 as required by NCGS 105-350(7). FINANCIAL IMPACT: None. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™260 AUGUST 2026 PERCENTAGE FOR REGULAR TAX AUGUST 31, 2026 REGULAR TAX 2026 2025 2024 2023 2022 BEGINNING CHARGE 281,153,333.83 274,856,467.25 237,365,326.01 226,297,606.39 217,111,002.74 TAX CHARGE PUBLIC UTILITIES CHARGE DISCOVERIES 239,533.26 NON DISCOVERIES 59,007.92 15,609.05 9,625.95 9,390.70 1,262.36 RELEASES (88,905.65) (39,033.81) (279.81) (275.27) (275.27) TOTAL CHARGE 281,362,969.36 274,833,042.49 237,374,672.15 226,306,721.82 217,111,989.83 BEGINNING COLLECTIONS 627,811.57 274,628,043.54 237,240,390.74 226,223,925.47 217,064,947.59 COLLECTIONS 11,725,518.69 (9,782.30) 5,267.09 4,286.61 893.51 TOTAL COLLECTIONS 12,353,330.26 274,618,261.24 237,245,657.83 226,228,212.08 217,065,841.10 BALANCE OUTSTANDING 269,009,639.10 214,781.25 129,014.32 78,509.74 46,148.73 PERCENTAGE OF REGULAR 4.39%99.92%99.95%99.97%99.98% OVERALL CHARGED 281,362,969.36 274,833,042.49 237,374,672.15 226,306,721.82 217,111,989.83 OVERALL COLLECTED 12,353,330.26 274,618,261.24 237,245,657.83 226,228,212.08 217,065,841.10 OVERALL PERCENTAGE 4.39%99.92%99.95%99.97%99.98% 1 261 AUGUST 2026 PERCENTAGE FOR REGULAR TAX AUGUST 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 208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44 186,663,147.61 208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44 186,663,147.61 208,147,829.88 192,114,117.54 186,446,312.01 180,663,372.86 186,618,566.06 107.10 114.94 111.82 85.51 91.39 208,147,936.98 192,114,232.48 186,446,423.83 180,663,458.37 186,618,657.45 45,072.79 66,690.69 93,723.47 54,353.07 44,490.16 99.98%99.97%99.95%99.97%99.98% 208,193,009.77 192,180,923.17 186,540,147.30 180,717,811.44 186,663,147.61 208,147,936.98 192,114,232.48 186,446,423.83 180,663,458.37 186,618,657.45 99.98%99.97%99.95%99.97%99.98% 2 262 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: September 11, 2026 Re: Departmental Monthly Report The Tax Collector’s monthly/year to date collections report for the month ending August 31, 2026 is attached for your information and review. Should you desire additional information, I will provide that at your request. Attachment VH/JM 263 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-574 Agenda Date:10/19/2026 TITLE:..title South Piedmont Regional Autopsy Center - October 2026 Quarterly Report INFORMATION CONTACT: Stephanie Dudley, County Manager’s Office, Operations Manager, 704-292-2668 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This is the quarterly progress report on the operations of the South Piedmont Regional Autopsy Center (SPRAC). FINANCIAL IMPACT: None. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™264 1 South Piedmont Regional Autopsy Center October 2026 Quarterly Report July 2026-September 2026 The South Piedmont Regional Autopsy Center (SPRAC) continues to perform autopsies at its temporary facility located at Atrium Health Union. The service area includes all nine assigned regional counties. Between July 1, 2026, and September 30, 2026, a total of 143 autopsies were performed. Of those, 13 involved deaths in Union County, six in Anson County, 21 in Cabarrus County, 40 in Gaston County, four in Montgomery County, 15 in Moore County, seven in Richmond County, 26 in Rowan County and 11 in Stanly County. From July through September, 19 cases were connected to criminal investigations, with zero death by distribution cases. This figure is not comprehensive. While the Medical Examiner’s Office works collaboratively with law enforcement, it conducts independent investigations and is not always notified when a criminal investigation occurs. Planning continues for the permanent facility. Groundbreaking is scheduled for October 15, 2026. The facility is on track for completion in mid-fiscal year 2028. As SPRAC continues to serve the region, quarterly case data will help identify trends, assess operational needs and guide future planning. Progress on the permanent facility remains a priority as the center prepared to meet the region’s long-term needs. 42 51 50 0 10 20 30 40 50 60 July August SeptemberAutopsies Month Autopsies by Month 13 6 21 4 11 715 26 40 Autopsies by County Union Anson Cabarrus Montgomery Stanly Richmond Moore Rowan Gaston 265 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-556 Agenda Date:10/19/2026 TITLE:..title Amend FY 2027 Building Fee Schedule INFORMATION CONTACT: Mark Griffin, Building Code Enforcement, Director, 704-283-3643 ACTION REQUESTED: Amend FY2027 Building Fee Schedule to Incorporate Fees for State Building Code Regulatory Fund. PRIOR BOARD ACTIONS: June 16, 2026, Regular Meeting, Agenda Item #26-351 - Adoption of FY 2027 Budget BACKGROUND: The State of North Carolina passed Session Law 2026-41, creating a special fund in the Department of Labor, the State Building Code Regulatory Fund. The fees collected pursuant to this section shall use all funds credited to the Fund to support the Building Codes and Interpretations Bureau. Local governments shall collect this fee in the following amounts: (1) One hundred dollars ($100.00), with all building permits issued for the construction of buildings and structures subject to the North Carolina Building Code (2) Twenty-five dollars ($25.00), with all building permits issued for the construction of buildings and structures subject to the North Carolina Residential Code. (3) Ten dollars ($10.00), with all building permits issued for work subject to the North Carolina State Building Code other than described in subdivisions (1) and (2) of this subsection. These fees would have generated approximately $158,000 in FY 2026 for services performed by Union County’s Building Code Enforcement Department. Union County would remit any revenue to the Department of Labor on a quarterly basis. Both Finance and Legal departments have been consulted and have no concerns about complying with the new law. FINANCIAL IMPACT: None. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™266 Senate Bill 257 Session Law 2026-41 Page 373 "§ 95-281. State Building Code Regulatory Fund; State Building Code regulatory fee; fee remittance. (a) Special Fund. – A special fund in the Department of Labor, the State Building Code Regulatory Fund, is created. The fees collected pursuant to this section shall be deposited in the State Building Code Regulatory Fund. The Department shall use all funds credited to the Fund to support the Building Codes and Interpretations Bureau. (b) State Building Code Regulatory Fee. – In addition to building permit fees levied by local governments pursuant to G.S. 160D-402, each building permit applicant shall pay a State Building Code regulatory fee for the costs incurred by the Building Codes and Interpretations Bureau of the Department of Labor in administering, developing, interpreting, providing technical assistance on, and supporting the consistent application of the North Carolina State Building Code, as defined in G.S. 143-138, including the enforcement of interpretations and decisions pursuant to G.S. 95-283. Local governments shall collect this fee in the following amounts: (1) One hundred dollars ($100.00), with all building permits issued for the construction of buildings and structures subject to the North Carolina Building Code (2) Twenty-five dollars ($25.00), with all building permits issued for the construction of buildings and structures subject to the North Carolina Residential Code. (3) Ten dollars ($10.00), with all building permits issued for work subject to the North Carolina State Building Code other than described in subdivisions (1) and (2) of this subsection. (c) Local Government Remittance to the Fund. – The local government shall remit funds collected pursuant to subsection (b) of this section to the Department of Labor on a quarterly basis to be credited to the State Building Code Regulatory Fund. With each quarterly remittance, the local government shall also submit to the Department of Labor a report stating the number of building permits issued during the quarter for each category of permit described in subdivisions (1), (2), and (3) of subsection (b) of this section. (d) Miscellaneous Fees. – Except for fees collected under G.S. 143-138.1(a), 143- 139.4(h), and 143-143.4(b)(5), all fees collected under Article 9 of Chapter 143 of the General Statutes shall be credited to the State Building Code Regulatory Fund. 267 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-561 Agenda Date:10/19/2026 TITLE:..title Rezoning Petition RZ-2026-010 Light Industrial INFORMATION CONTACT: Bjorn Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Approve or deny rezoning request. 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. PRIOR BOARD ACTIONS: September 21, 2026, Regular Meeting, Agenda Item #26-513 - Conduct public hearing for proposed rezoning. 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. A public hearing was conducted on September 21, 2026. No one spoke in favor of or in opposition to the petition, although the applicant was present at the hearing. Union County, NC Printed on 10/6/2026Page 1 of 2 powered by Legistar™268 File #:26-561 Agenda Date:10/19/2026 FINANCIAL IMPACT: None. Union County, NC Printed on 10/6/2026Page 2 of 2 powered by Legistar™269 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. 270 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 271 3 Environmental Features There are a stream and floodplain on the northern boundary of the parcel. 272 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 273 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. 274 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. 275 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. A public hearing was held on September 21, 2026. No one spoke at the hearing. Municipal Comments Monroe was not contacted due to the distance to their municipal limits. 276 8 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. 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. 277 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 278 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. 279 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 280 this rezoning could include increased noise, light, and traffic exposure, as well as increased public services impacts. 281 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. 282 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 283 284 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-565 Agenda Date:10/19/2026 TITLE:..title Cost of Community Services and Residential Break-Even Study Project Award INFORMATION CONTACT: Lee Jenson, Planning, Director, 704-283-3564 ACTION REQUESTED: Review RFP responses, receive staff recommendation, and direct staff to enter negotiations with preferred vendor. PRIOR BOARD ACTIONS: August 17, 2026, Regular Meeting, Agenda Item 26-500. BACKGROUND: On August 17, 2026, the Board directed staff to develop a scope of work, solicit vendors, and bring back proposals for a cost of community services study. FINANCIAL IMPACT: None. Union County, NC Printed on 10/6/2026Page 1 of 1 powered by Legistar™285