VILLAGE OF MARVIN  10004 New Town Road Marvin, NCI 28173 |Tel: (704)843-1680 Fax:( (704)843-1660 www.marvinne.org  CARO  VILLAGE COUNCIL! MEETING MINUTES January 28, 2021 - 9am Villagel Hall, 100041 New Town! Road Work Session (Virtual Meeting)  A. AGENDA ITEMS 1. Call to Order  5MINUTES  Mayor Pollino called the meeting to order at 9:03am and determined that a quorum was present.  Present: Councilman Lein Absent: None Staff) Present: Rohit Ammanamanchi  Present Virtually: Mayor Pollino, Mayor Pro Tem Vandenberg (joined 9:06am), Councilman Marcolese, Councilman Wortman  Staffp Present Virtually: Christina Amos, Austin W. Yow, Jamie Privuznak, Derek Durst MOTION: Councilman Marcolese moved to allow councilmembers toj participate remotely. Mayor Pro Tem Vandenberg had notj joined thei meeting by the time oft this vote.  2. Consider Allowing Councilmembers to Participate Remotely  VOTE: The motion passed unanimously.  3. Adoption of the Agenda  Mayor Pollino requested to make the following changes:  Table Presentation #1 Recognition of Service tol Nancy Schneeberger tol February 91 Regular Meeting Amend Item of Discussion #1 toi read "Consider Call for al Public Hearing tol bel held on' Tuesday, February 9,2021 at 6:30pm for Conditional Use Permit #20-12571: 1117) Firethorne Club) Drive, Pool in al Rear Yard that abuts a Side Yard Amend Item of] Discussion #3 toi read "Discussion and Consideration of Options for Fix Playground Drainagel Issues Movel Presentation #2 "NCDOT Agreement Revisions for Marvin Road/New Town Road] Roundabout" to #5.  and Award Contract Accordingly"  Table Closed Session, Review of Closed Session Minutes tol February 25 Work Session  Mayor Pro Tem Vandenberg, joined thei meeting at 9:06am. MOTION: Councilman Wortman moved to adopt the agenda as amended. VOTE: The motion passed unanimously.  B.I PRESENTATIONS  901 MINUTES  1 RecogmitionofServicete-Maneysehneheebherger-TABLED TO FEBRUARY 91 REGULAR MIEETING (Due to' Technical Difficulties, the Recording did not Start until 9:20am during this Presentation)  2. FY2019-2020 Audit Presentation  Lee Grissom gave aj presentation oni thel FY: 2019-2020 Audit. Hei noted that the Village is in good financial shape. (See attached  presentation, whichi is hereby incorporated. as ai reference into these minutes).  TIME STAMP 4:20  3. 2021 Union County Reappraisal Presentation  Vann Harrell, Union County Tax Administrator, gave aj presentation on the 2021 Reappraisal. He discussed thel history and process ofr reappraisals in Union County. (See attached presentation, which is hereby incorporated. as ai reference into these minutes). Rohit Ammanamanchi, Planning & Zoning Administrator asked Council to examine eligible projects fori inclusion into the CRTPO2050 Metropolitan Transportation Plan. These projects mainly include road widening. Councilmembers agreed to meet with Mr. Ammanamanchi prior to the next Council meeting tol learn about potential projects. Council would vote ona  TIME STAMP 46:10  4. CRTPO 2050 Metropolitan Transportation Plan (MTP) Candidate Project Submission  recommendation at thel February 9 regular meeting.  Page17    TIME STAMP 59:00  5. NCDOT Agreement Revisions for Marvin Road/New Town Road Roundabout  Sean Epperson gave aj presentation on the proposed roundabout at thei intersection of Marvin and New Town Road, which is projected for May 2022. (See attached presentation, which is hereby incorporated. as ar reference into these minutes).  MOTION: Mayor Pro Tem Vandenberg moved tot take ai five-minute recess. MOTION: Mayor Pro Tem Vandenberg moved toi move back into open session.  VOTE: The motion passed unanimously. VOTE: The motion passed unanimously.  C. VILLAGE HALL TIME STAMP 1:50:20  15MINUTES  1. Discussion and Consideration of Village Hall Changes the Planning Board's recent discussion oft the plans. VOTE: The motion passed unanimously.  Christina Amos, Village Manager, and Council discussed recent changes to the floor and elevation plans. (See attached documents, which are hereby incorporated. as references into these minutes). Council agreed to allow) Planning Board Chairman Jones to speak on MOTION: Mayor Pro" Tem Vandenberg moved to approve the new elevation, the removal of the front porch from the New Town) Road, the exterior aesthetics, and the interior being flipped from thel New Town) Road to the parking lot side.  D. ITEMS OF DISCUSSION TIME STAMP 2:40:55  120 MINUTES  1. Consider Call for a Public Hearing to be Held on Tuesday, February 9, 2021 at 6:30pm for Conditional Use] Permit #20- MOTION: Mayor Pro Tem Vandenberg moved to Call for al Public Hearing for Conditional Usel Permit #20-12571: 1117  12571: 1117 Firethorne Club Drive, Pool in a Rear Yard that. Abuts a Side Yard Firethorne Club Drive to bel held on. February 9, 2021 at6 6:30pm at Village Hall.  VOTE: The motion passed unanimously. TIME STAMP 2:42:10  2. Consider Acceptance ofTreasury Report for November 2020  MOTION: Mayor Pro Tem Vandenberg moved to accept the treasury: report for November 2020 as presented.  VOTE: The motion passed unanimously. TIME STAMP 2:42:30 discussed this item in depth.  3. Discussion and Consideration of Options for Fix Playground Drainage Issues and Award Contract Accordingly Derek Durst, Public Facilities Manager, explained the drainage issues affecting thej playground at Marvin Efird] Park. Council MOTION: Mayor Pro Tem Vandenberg moved to award contract tol Brightview Landscaping in the Amount of $9,609.43 with a Contingency of$390: for the Installation of French Drains and Drainage Pipes at the Playground and Barn at] Marvin-Efird Park  and Authorize thel Manager tol Execute the Contract. VOTE: The motion passed unanimously. TIME STAMP: 2:51:45  4. Discussion and Consideration of Approval of Sponsorship Structure for thel Raising of Money fora a Disc Golf Course at Marvin Efird Park, and Establishing General Fund Linel Item for Donations Given to Village Earmarked for the Park Mr. Durst explained the proposed tiers ofas sponsorship structure to fund the construction ofa disc golf course. Council agreed that the term of the sponsorship should be three years in length. Council directed Mr. Durst to draft a sponsorship policy. MOTION: Mayor Pro Tem Vandenberg moved to approve thej proposed: sponsorship structure fort thei raising ofi money fora disc golf course at Marvin Efird Park with at three-year time frame and the current owner oft thes signage gets first right ofrefusal  as presented.  VOTE: The motion passed unanimously.  Page217    TIME: STAMP 3:05:50  5. Discussion of Berm Damage and Meeting with Union Power  Mr. Durst informed Council that he met with a representative ofUnion Power and that they were unable to determine ifany actual damage to the berm occurred. The representative proposed removing several large trees to allow for additional berms to  be constructed toj prevent future flooding on thel Marvin Loop Greenway. MOTION: Mayor Pro Tem Vandenberg moved to take a 5-minute recess. VOTE: The motion passed unanimously. MOTION: Mayor Pro Tem Vandenberg moved to reconvene. VOTE: The motion passed unanimously. TIME: STAMP 3:13:40  6. Discussion and Consideration of Options for Addressing Street Namel Blade Replacements  Ms. Amos explained that the street signs ordered for ai few neighborhoods are not compatible with the current poles. She stated that the estimated cost fort these neighborhoods is about $10,000, while the cost of standardizing all neighborhoods would be an additional $30,000. (See attached documents, which are hereby incorporated as references into these mimutes). Council discussed various options in depth. Council asked stafft to write an RFP for standardizing all street sign! post brackets on Village: roads. 7. Discussion of General Obligation Bonds as a Tool for Funding thel New Town/Marvin Road Roundabout and/or Other Ms. Amos explained that Council is discussing a general obligation bond as a method toj pay for road infrastructure improvements. Ms. Amos and Village Finance Officer. Jamie Privuznak explained what a general obligation was andl how it would work ifi implemented. Ms. Amos and Mrs. Privuznak will conduct al bond numbers analysis.  TIME: STAMP: 3:44:35 Relevant Projects  MOTION: Mayor Pro Tem Vandenberg moved VOTE: The motion passed unanimously. TIME STAMP 4:00:30  8. Discussion and Consideration of Revised Personnel Policy  Ms. Amos explained that the proposed revisions tot thej personnel policy largely relate to the recent form of government change to Council-Manager, as well as to modernize practices, ast the policy has largely remained unchanged fora a decade. She added that other additions were legally necessary and required. Council provided feedback and asked Ms. Amos to make further revisions. Council also agreed that the ability tol hire and fire employees should be immediately delegated to the Manager. MOTION: Mayor Pro Tem Vandenberg moved to allow Christina, as the Village Manager, to start any hirings and firings as of  1/28/21 at 2:26pm. VOTE: The motion passed unanimously. TIME STAMP 4:46:25 9. Discussion ofTom Short Sidewalk Issues  Ms. Amos explained that the Amber Meadows HOA asked the Village to repair thes sidewalk on Tom Short Road. She explained that NCDOT should be responsible, but they have stated that the Village is1 responsible. Council agreed by unanimous consent to allow Gary Vail, representative oft the Amber Meadows HOA, tos speak. He explained the circumstances surrounding the sidewalk in question. Council agreed to concur with the opinion of the Village Attorney that NCDOT: is responsible per NCGS  $160A-297(a). Ms. Amos stated this opinion would be relayed to NCDOT's legal counsel.  TIME: STAMP 5:16:40 10. Discussion of Street Light Ordinance  Mr. Ammanamanchi asked Council for feedback on the adequacy oft the current street light ordinance and on his proposal to add ap prioritization plan that would guide the future installation ofs streetlights at roundabouts and various thoroughfares. Council discussed this item in depth and directed Mr. Ammanamanchi to research buying streetlight poles, rather than leasing as was  stated in the ordinance. TIME STAMP 5:28:55  11. Discussion of] Roadway Median Planting Interpretation  Mr. Ammanamanchi. asked Council ifthey would be in favor of removing subjective language from the median planting  ordinance that states the ordinance is a "guide," " not necessarily requirements.  Page317    TIME: STAMP 5:32:35 12. Update on the) Launch of] MarvinNC.Goy  Austin W. Yow, Village Clerk & Assistant to the Manager, explained that MarvinNC.Gov: has relaunched. He explained some of the website's new and innovative features and added that thei new site willl be al helpful tool in telling the story ofl Marvin. Mr. Yow explained that forming a Youth Council is an involved and time-consuming process that the Village simply does not have thes stafft to undertake. He explained the Village could create as scaled-back version ofa Youth Council that could eventually grow tol look more. like the state'sI recommended model. He added that iti is staff's opinion that Council should not launch the Youth Council until there is a wide distribution ofCOVID-19 vaccines and the new Village Hall has been built. Council asked 14. Discussion and Consider Adoption of] RS-2021-01-01 Opposing thel Howey Farm Senior Housing Subdivision Rezoning Mr. Yow explained that the draft resolution is to oppose ai rezoning request near Wesley Chapel and that other member  TIME STAMP 5:42:30 13. Discussion of] Forming a Youth Council  Mr. Yow toj place this item back on the agenda for thel May 27 work session: meeting.  TIME: STAMP 5:45:55 Request  municipalities ini the Western Union Municipal Alliance (WUMA) are adopting this resolution.  UI M.  RS-2021-01-01  AI RESOLUTION OPPOSING THE) HOWEY FARM SENIOR. HOUSING SUBDIVISION REZONING REQUEST  WHEREAS thel Marvin Village Council's purpose ist to represent the desires of its citizens and to serve as a voice for the greater WHEREAS the Village ofl Marvin is a member oft the Western Union Municipal Alliance, which seeks to study, investigate, advocate for, andj promote regional issues affecting the towns ini the Western Union County area, including, land use planning, transportation concerns, economic development, and other issues that affect the quality of life oftheir citizens; and WHEREAS the Village of Marvini recognizes that the proposed R-4 CZI high density Epcon Senior) Housing subdivision has WHEREAS the Village ofl Marvin recognizes that a large majority of citizens in Marvin, Wesley Chapel and in the neighboring area are not in favor ofH high-density development and wish toj preserve the current standard of living and not become urbanized; WHEREAS the Village of Marvin recognizes that high density development puts al burden on thei infrastructure and encourages WHEREAS traffic in the area is over capacity on Waxhaw-Indian Trail Road and) Billy Howey Road and cannot sustain additional impact from high density development which will negatively impact existing property owners; and WHEREAS stormwater issues have been a problem in the area and willl be accentuated by this high-density development; and NOW, THEREFORE be it resolved that thel Marvin Village Council hereby requests the Union County Board of County Commissioners listen to the desires of citizens and remain consistent with existing low-density County and Village zoning of  good oft the community; and  been proposed to Union County in an area surrounded by the Village of Wesley Chapel; and  and  growth outpacing neededi improvements; and  surrounding parcels.  Adopted this the 28th day of January. 2021.  Page417    MOTION: Mayor Pro Tem Vandenberg moved to adopt RS-2021-01-01 Opposing the Howey Farm Senior Housing  Subdivision Rezoning Request. VOTE: The motion passed unanimously. TIME: STAMP 5:47:10  15. Discuss and Consider Adoption of] Revised Council Rules of] Procedure  Mr. Yow explained that these revised Council Rules of Procedure include grammar corrections, changing mentions of "Administrator" to "Manager," and updating the Order of Business to be more consistent with current practices. MOTION: Mayor Pro Tem Vandenberg moved to approve all revised Council Rules of Procedure as presented.  VOTE: The motion passed unanimously. TIME: STAMP 5:48:35  16. Discuss and Consider Adoption of Revised PR&G Rules of] Procedure  Mr. Yow explained that the Parks, Recreation, and Greenways Board is the only advisory board that currently cannot amend its own rules of procedure. He explained that the proposed revisions include changing mentions of"Administrato." to "Manager," adding the age requirement of 18 years tos serve and giving thel Board the ability to amend their rules of procedure in the future.  MOTION: Mayor Pro Tem Vandenberg moved to adopt thel PR&G Rules of! Procedure as presented.  VOTE: The motion passed unanimously. TIME: STAMP 5:50:55  17. Discussion of2021 Joint Meetings with Advisory Boards date for a joint meeting at their next meeting. TIME: STAMP 5:51:35 this proposed idea.  Mr. Yow explained that the Planning Board wishes tol hold aj joint meeting with Council in March with a date tol be determined by al Doodle Poll. He added that the Parks, Recreation, and Greenways Board would be offered the same method ofs setting a  18. Discussion of Civil Penalties for Motor Vehicle/Traffic Violations  Mr. Ammanamanchi explained that the Village cannot legally enforce a civil penalty for motor vehicle/traffic violations when the elements oft the offence defined by a municipal ordinance are identical to state or federal law. Council agreed not toj pursue MOTION: Mayor Pro Tem Vandenberg moved: for herselft to run the meeting because thel Mayor must go to another meeting.  VOTE: The motion passed unanimously. TIME STAMP 5:56:00 19. Discussion of2021 Village Council Retreat Agenda inform staffi ifadditional topics need tol be added.  Ms. Amos explained that staffhas drafted an agenda fort the upcoming Council retreat. She added that additional presentations on the Union County Revaluations and general obligation bonds/installment financing would be added. She asked Council to  TIME: STAMP 5:49:40  20. Review and Consider Adoption of 1/12/21 Council Meeting Minutes  MOTION: Mayor Pro Tem Vandenberg moved to approve the 1/12/21 Council Meeting Minutes as presented.  VOTE: The motion passed unanimously.  E.C OPEN TOPICS  5MINUTES 10J MINUTES  Not topics were discussed. TIME: STAMP 6:01:05  F.C COMMUNICATION TOPICS/EMAIL BLURBS  1. Discussion and Consideration of Communication Topics for February 2021  Mr. Yow presented a draft list of communication topics for February 2021. Council discussed thet topics and added to the list. Mr. Yow asked Council: for permission toj publish fundraising information for the Inherit thel Land documentary sent by Gene Stowe. Lastly, he asked Council ift they were interested in having the Village contribute to al local magazine whenever an  important story arose. Council requested more information on the local magazine.  Page517    G. REPORTS AND UPDATES TIME STAMP 6:07:30 1. Administrator's) Report a. Nol Left' Turn Update  15MINUTES  Ms. Amos explained that the process with NCDOT: toi implement no left turns onto Marvin Road is ongoing. Council Ms. Amos explained that the Village Engineer, Mike Walden is having issues with the poles tol be used. She stated she Ms. Amos explained that due to thei retirement of the current tax collector and tooi few applications for thej position, she met with Union County about possibly contracting out tax collection services. Ifa contract were tol be signed, it would be effective July 1. She stated that staffi is currently examining options andi may report back at the retreat. Ms. Amos explained that former Finance Officer, Chris Robertson, whol has worked with the Village to prepare: for the audit and tot train thei new finance officer, needs to move on. She explained that the Village should hire a CPA to come Ms. Amos explained that thes special meeting on February 4 will not occur. She added that the action on the Village Hall plans scheduled for that meeting willl be on the February 91 regular meeting instead. She stated that she does not Ms. Amos explained that the Woodhall HOA has requested Councilmembers to attend their meeting at on. Friday, January 29 at' 7pm. She explained thati ity would bel better for the full Council to address the received questions ata future Council meeting. Council agreed that the HOA's questions should be answered at a future Council meeting. Relating to thej previous presentation by Sean Epperson ofl NCDOT, the Village spends roughly $80,000 annually to hire off-duty officers to direct traffic att thel New Town and Marvin Road intersection. She explained that decreased number ofi incident reports have likely caused the project to be less ofas safety priority for NCDOT. Ms. Amos explained that Union County has requested the Village to sign a 30-year agreement to1 receive water/sewer services only from them. (See attached documents, which are hereby incorporated. as references into these minutes). She explained that the agreement has no benefits for the Village and that the Village Attorney does not endorse it. Council  asked for a' Welcome tol Marvin sign to be installed at thes state. line. ise expecting an update soon and hopefully thei issue willl be resolved.  b. Roundabout Lighting Update  Tax Collector  d. Former Finance Officer inn monthly to do audit checks. e. Special Meetings  anticipate a delay to the project timeline.  HOAI Meetings  Off-Duty Officers  h. Union County Water/Sewer Interlocal Agreement  discussed this item in depth andi Ms. Amos will report their feedback to the County.  TIME: STAMP 6:38:20 2. Planner's! Report  a. Feedback from Marvin Heritagel District Proposed Commercial Uses b. Update on Aventon Rezoning Request Public Input Meeting  Mr. Ammanamanchi stated that hei is receivinga a lot of feedback from thej public about the list ofj proposed commercial Mr. Ammanamanchi explained that the meeting was well-attended by Marvin residents, many ofwhich asked educated questions. Council asked Mr. Ammanamanchi to inform the public of future meetings about the rezoning request. Ms. Amos explained that staffi is looking to contract out the part-time Planning Assistant position, as there havel been too few qualified applicants with reasonable salary expectations. Council agreed that this was reasonable but expressed  uses for thel Marvin Heritage District. He stated he will provide a full report at the retreat.  Hiring of Part-Time Planning Assistant  their desire tol hire someone for ai more permanent position ini the future.  Page617    H. AGENDA ITEMS TIME: STAMP 6:48:30 1. Review of Action Items  101 MINUTES  Council will meet with Mr. Ammanamanchi about Projects to Recommend for the CRTPO2050MTP. Ms. Amos will write an RFP for standardizing all street blade posts on Village roads. Ms. Amos willi implement Option 2 on the Tom Short sidewalks, agreeing with the Village. Attorney that iti is the Ms. Amos will report the Council's concerns about the water/sewer interlocal agreement back to the County. Mr. Yow will place "Discussion of Forming a Youth Council" on the May 27 work session agenda. Mr. Yow will provide more information on local magazine communications at the February: 25 work session. Mr. Ammanamanchi will revise the median planting ordinance toi remove the subjective language. Mr. Ammanamanchi will notify thej public about future updates on the Aventon Rezoning Request.  Ms. Amos will revise the personnel policy. responsibility OfNCDOT to repair the sidewalks. Ms. Amos make the agreed changes to the Villagel Hall plans. Ms. Amos will contact the County about roundabout funding. Ms. Amos andl Mrs. Privuznak willj perform al bond numbers analysis. Mr. Yow will schedule the February 2021 communications. Mr. Ammanamanchi will research street light ownership with Union Power.  Ms. Amos willi investigate getting a "Welcome tol Marvin" sign installed att the state line.  Mr. Durst will write as sponsorship policy.  Review of Ongoing Action Item List TIME STAMP 6:57:00 2. Council Comments There were no other comments. CLOSED SESSION  Council reviewed the Ongoing Action Item List and directed staff to make changes.  Mayor Pro' Tem Vandenberg: She informed Council that Mayor Pollino will update WUMA on what Council is pursuing.  15MINUTES  Reess-into-Clesedesion-ParsuantSHBREBFNCGSS143318-H0,/erRerRevew-amd-APPrevalofClosed: Sessien Minutes- frem-the-9/8/20,102920,HA02A026,1123A0,amd-A2Al-Meetings-TABLED1 TO FEBRUARY 25 WORK SESSION  J. ADJOURNMENT  MOTION: Councilman Marcolese moved to adjourn the 1/28/21 work session meeting at4 4:40pm.  VOTE: The motion passed unanimously.  3-9-21  Adopted:  Josep! Pollino, Jr, Villaged ofMgrvin CA W Austin W. Yow Village ofl Marvin  A  hr  GE MAN SEAL N.C. 001001188  Village Clerk & Assistant toi thel Manager  Page717    Them B.2.  8  a of E B 3  a 1 5    Number of Months in Reserve -  General Fund  14.0  12.0  10.0  8.0  6.0  4.0  2.0  0.0  2015  2016  2017  2018  2019  2020    Total Cash - All Funds  $3,500,000  $3,000,000  $2,500,000  $2,000,000  $1,500,000  $1,000,000  $500,000  -  2015  2016  2017  2018  2019  2020    Long-Term Debt  $300,000  $250,000  $200,000  $150,000  $100,000  $50,000  2015  2016  2017  2018  2019  2020            Tten B.3  2/1/2021  Welcome To NORTH CAROLINA STATE LINE] UNION COUNTY  Union County Government EST. 1842  2021 Reappraisal  Union County Tax Administration  INTRODUCTIONS  Tax Administration Leadership Team Phil Every, Appraisal Division Director Robin Merry, Assessment Division Director Mitzie Baucom, Revenue Division Director  1    2/1/2021  GUIDING PRINCIPLES, RULES, & POLICIES  Fair and Equitable  North Carolina General Statutes  Industry Best Practices (IAAO & NCDOR)  REAPPRAISAL: WHAT IS IT AND WHY DO IT?  As systematic review and appraisal of all real property Compliance with state statutes and existing case law. Re-establish equity and fairness in the property tax base. Ensure assessed values are reflective of current market  Restore tax base lost to equalization  2    2/1/2021  TIMING OF A REAPPRAISAL  NCGS 105-286(a)(1) establishes a mandatory 8 year maximum NCGS 105-286(a)(2) requires a mandatory advancement ofi the reappraisal based on population size and the county Sales Assessment NCGS 105-286(a)(3) allows for an optional advancement to a more frequent reappraisal period by BOCC resolution (i.e. 2004 and 2008)  reappraisal cycle  Ratio  MANDATORY REAPPRAISAL  Two criteria qualify a jurisdiction for mandatory advancement:  1. Sales Assessment Ratio  Greater than 1.15 or 115% of the market Less than .85 or 85% of the market  Based on N.C. Department of Revenue Sampling  2. Population of 75,000 or greater  3    2/1/2021  REAPPRAISAL TIMELINE  December: 31, 2018: October 19 2020: November22020: November 16 2020: January 1, 2021: February 15, 2021: End of February 2021: May 25, 2021:  Reappraisal plan submittedi to DOR Schedule ofValues Presented Public Hearing on SOV BOCC Adopts SOV Effective Date of Reappraisal Reappraisal Update Assessment Notices Mailed Estimated Deadline for New Appeals  THE REAPPRAISAL PLAN  Plan was developed with attention to the following: Budget: Compliance with NCGS 153A-150  Staffing: Compliance with Section 6.2, IAAO Mass Appraisal Standard Outsourcing Needs: Compliance with Section 6.4, IAAO Mass Appraisal Hardware/Software: Compliance with Sections 6.3 and 3.3.2 ofi the Timeline: Reappraisal Plan must be submitted to NCDOR 24 months  Standard and NCGS 105-299 IAAO Mass Appraisal Standards prior to effective Date  4    2/1/2021  UNIFORM SCHEDULE OF VALUES  Anew schedule is required to be adopted for every reappraisal cycle Establishes the rates and procedures in effect for the next reappraisal cycle Uses data from over 34,000 qualified sales and regional construction cost indices Captures the value of the current real estate market (retrospective in nature) Details the rates and variables that are used int the valuation process  METHODOLOGY  Mass Appraisal VS Fee Appraisal Approaches to Value Sales, Cost, Income Land Valuation Improvement Valuation Location  Allocation and Abstraction (Land only when needed) Appraisal Neighborhoods, Influence Factors, Site Ratings Replacement Cost New Adjusted for Depreciation and Neighborhood  5    2/1/2021  QUALITY ASSURANCE REVIEWS  The process of reviewing all properties within Union County  Itisa an ongoing process  On-site review for improved properties when necessary and possible Desktop reviews for vacant properties using aerial imagery 63,500 parcels have been reviewed by teams of appraisers  NEIGHBORHOOD DELINEATION  Acritical component to the reappraisal process First used in Union County in 1980s Divides the county into smaller geographical units  Out of 899 appraisal neighborhoods in Union County the average parcel count is 115 The base level of grouping starts with the high school district assignment Analyzing, smaller sets of market data ensures ar more equitable valuation with  comparable properties  Maintains consistent values in a manageable market area Easier for taxpayers to compare property values in ar market area  6    2/1/2021  UNION COUNTY NEIGHBORHOOD MAP  THE QUESTION OF EQUITY - Sales Ratio  Based on a sampling of sales by NCDOR  Property Type Real Estate 69% Personal Property Public Service Companies Motor Vehicles  2020  2019 74% 100% 83%  2018 79% 100% 100%  2017 88% 100% 100%  2016 95% 100% 100%  2015 99.71% 100% 100%  100% 83%  100%  100%  100%  100%  100%  100%  7    2/1/2021  WHAT IS EQUALIZATION?  NCGS 105-284 - Uniform Assessment Standard Any county that falls below a 90% sales ratio on the reappraisal year or the 4th or 7th year after their reappraisal will have state assessed values equalized.  Applies only to Public Service Companies that are state  assessed property owners  Airlines, Bus, Motor Freight, Communications, Gas Pipelines,  Railroads, Power/EMC  EFFECTS OF EQUALIZATION  Tax Year 2017 2018 2019 2020  Public Service Equalization Company Value $420,815,484 $431,114,091 $448,083,182 $479,014,317  Equalized Value  Revenue Reduction  Rate  83% 83%  $372,906,940 $397,623,259  ($549,463) ($594,887)  8    2/1/2021  ANTICIPATED COUNTYWIDE IMPACT  Virtually all properties will see an increase in property value  Current valuation year is 2015  The 2015 reappraisal was a contraction in the tax base  Resdental/Commercial properties estimated increase approximately 30% Rural Land estimated increase (market value) approximately 30%  Revenue Neutral Tax Rate - NCGS 159-11(e)  PRESENT USE VALUE - SCHEDULE OF VALUES Qualifying properties are valued according the North Carolina Use Value Advisory Board Guidelines for the effective appraisal year Present Use Value rates are changing for 2021 Minimum Qualifications for PUV: Agriculture (10 acre min.) Horticulture (5 acre min.) Forestry (20 acre min.)  Ownership and Use requirements must be met 1/8th of all properties required to be reviewed every year  191,057 acres, 46% of all acres in Union County, are in the PUV program  9    2/1/2021  PRESENT USE VALUE RATE SCHEDULE Region 136 - Piedmont MLRA  Category Agricultural (Class 3) Forestland (Class 2) Horticulture (Class 2)  2015 Rate Per Acre 2021 Rate Per Acre  % Change 9% 13% 10%  $385 $225 $810  $420 $255 $890  Example: Property owner has 50 acres in use value agricultural program. The taxable value would increase from $19,250 to $21,000. At the 2020 tax rate the tax difference would be $12.79. Aresulting tax deferment of 90%  compared to current market value.  APPEALS PROCESS  There are 5 Stages to the Appeals Process:  1. Informal Review  2. Board of Equalization and Review 3. Property Tax Commission  4. North Carolina Court of Appeals (matter of law) 5. North Carolina Supreme Court (matter of law)  10    2/1/2021  TAX RELIEF PROGRAMS  Elderly or Disabled Requirements (exclusion of $25,000 or 50% of taxable Deed in applicant's name or title to residence as of January 1st At least 65 years of age or totally and permanently disabled. Has income for the preceding calendar year of NOT MORE than the  value, up to 1 acre)  Must be N.C. resident  2020 Income must not exceed $31,500  income eligibility limit Disabled Veterans  Qualified owners receive exclusion of $45,000  TAX RELIEF PROGRAMS  Circuit Breaker Program (tax deferment) 2020 Income cannot exceed $47,500  Maximum tax liability is 4% or 5% of qualifying income; balance deferred  Present Use Value (PUV) Tax Exemption Programs  Charitable, Religious, Educational, Governmental  Ownership and Use requirements must be met for all PUVand  Exemption programs  11    2/1/2021  COMMUNICATIONS PLAN  Dedicated 2021 reappraisal webpage  Local media outlets Social Media Town Hall Meetings  Community, Civic, and Faith based group meetings  TAX BASE SNAPSHOT 2020 VALUATION  Property Class  2020 Values  Real Property Value Personal Property' Value Exempt/Senior Citizens/Disabled Deferred Property Value Public Service Companies (State Assessed) Registered Motor Vehicles (estimate) Total Estimated Tax Base Annual Growth Rate  $25,611,219,890 $1,799,930,452 $1,966,501,027) $1,029,833,443) $397,623,597 $3,016,750,635 $27,829,190,104 3.14%  12    2/1/2021  E   EV  Tax Base Snapshot  PersonalP 6% Property. Motor Vehicles. 10%  Publics Service Company 1%  Commercialindustial 10%.  Residential 73%  UNION COUNTY STATISTICS Parcel Growth - Avg. 1,700/yr. Residential Growth - Avg.1,761/yr. Residential Sales - Avg. 6,300/yr. Comm./Ind. Growth - Avg. 60/yr. Sales Assessment Ratio History  -   13    2/1/2021  UNION COUNTY HISTORY  12000  TriggerYear 119.701 111.10 106.46) 97.533 064 93.12%  Reappraisal" Year  110.975 E4.43a  34.14 00.32% 77.128  3950 Vear Prior lOH Reappraisal  55.158  UNION COUNTY HISTORY  110R TriggerYear 1a07 9871 E4.48  Reappralsal) Year 27.373 00s  96455 1VBA0 96.00% 84.033 Year Priort toF Reappraisal  14    2/1/2021  CONCLUSION  Transparency, Equity, and Fairness Customer Focused Process Public Information Campaign Utilization of Technology  QUESTIONS  or  DISCUSSION  15    Itom  B.S  S e 1 - 9 m 9 O e D  GREAT  Ouvo  0O  3  S B  3 9  3  y    J 9 -  D  &  9 5  I  à  3  3  9  00 o  I  I  e f E  I  T  of B O  I  3 CO y  S  2    8 o  U I  - 4 & 9 3  E   2 3  P e  - A  S D à  M a 2 B  o  6 8  e E I  a e  3 0 D 0 W  n  8  w    D a a 9 S S 3 M  < 3 S S 0 8  I I  $5 S  A 2 9 < U  S 5  e -  B  -  a 3  3 -  0 9  ID    8 o   3 < 3 5 S $S G 6 *  a 3 6  2  - -  *  b' E 0 O E I D B D - I s 3 O 1  U1    0  D - n   a   C (D S S > 0 - - 8  3  a    8  0  < a 9 - S  A- € à I S 00 MM  a 0  S - - U -  Q  D S S C  I  & a -  *  E D 0 E B 0 I 5 (D la B CD I S o r+  a    e o  I  8  :  - 3 3   I  C -  S 3 8 8 8  Co    - Q o  3 E < la 6 - A 3 O 3 a  a M E  J  E C 3  5  - 2  A  €  D  f    O  a  6 D E I 3  -  0  3 0Q  5  0  6  6o    8 o  e C - 9  3  E    Tten C.I.  ja je  e je ja    0000000000 70000000000 0000000000 0000000000 0000000000 4  a  000000  a  km  D  1  Relae    111    151    EXTERIOR FINISH SCHEDULE MISCELLANEOUS PRODUCTS PRODUCT/COLOR NAME Molre Bluck T.B.D. Pre-finished to motch trim T.B.D. Endura-Stone W-2500 Extarfor: Back Iinterlor: Primed SIDING/TRIM/SOFFIT PRODUCT NAME T.B.D. T.B.D.  FEATURE Shingles Slanding Seam Gutters & V.L Louvers Colurn Wrap. Windowe  MATERTAL Asphalt Melal Mekal Polyurethone F.R.P. Clad-Wood  MANUFACTURER Certalrileed (Londmork) T.B.D. T.B.D. T.B.D. Pacific Columns Jeld-Wen  FEATURE. Lap Siding Trim Soffit :: FEATURE Brick  SIZE 6" 3/4" thiek  MANUFACTURER T.B.D, T.BD. T.B.D. MANUFACTURER Toylor Clay  Flber cement ae monufoctured by Jomes Hardie, Alluro, or opproved equal,  1'-0" (cut to size) T.B.D.  MASONRY PRODUCT/COLOR NAME Color: 301 Whie Texture: Rocklace  SIZE Modulor  CONSTRUCTON: SUEMITALS:  Brick masonry pattem Te G runing bond U.N.O.  Submit. 5 aomples of each lype of exposed brick required. Inelude in each set the full range of color and texture to_be expected in the completed work. Architect review wil be for color and texture only, Complance with all  other. requirements la the expluelve responsibilly of the Contractor.  PAINT COLOR NAME white white block  PAINT NO. P-1 (Trim) P-2 (Siding) P-3 (Doora) MOCK-UP PANELS:  COLOR NO. SWx SWx SW x  MANUFACTURER Sherwin Wilams Sherwin Wilams Sherwin Wilams  Erect lwo sample wall panels at projact site. Bulld panels 4-0" long, ond 4-0" high. Generdl Controctor to fobricate for Inspaction full scale ossemblios, depieting framing, structural connections, transltion connections, flashing, and finishes pfor to commencement of conatruction. # mosonry, is used for the project, panels shall he the slondord of construction of all mosonry and ahall show proposed moterlal, method of loying, workmonshp, Installation of reinforcing, ond color of mortor. General Controctor shall be responslble for malnlaining sample ponele throughout the construction period and the removal of panels after the job is completed. Store muterlals under cover, in dry place, and In monner to prevent domoge or Intrusion of forelgn matter. Provide 12" * 12" sample of euch color. All colors to be approved hefore application. Substitutions can be mode  PRODUCT HANDLING SAMPIES:  with Owner/Architeet's approval.    MW M/4.NBMAOTEASO3IS AWVNIWITEHd NIAHVI: OE IOVTTIA  3    OHE  /  /  1  -  / / / /    1 / / / e  3 OAE N   &  %  &  CA L - - 3 S L d0 II 5 8 9 9 8 2 II a 8  2 E  a a L 9  3  L a X L Y A D    NVId/ INEWd013A3d: 3LS ABVNIWI B8d NIAHVW: JO: HOVTTIA  se  8    Co  3  1  6 R    -  6    NVId. INEWd013A303 3LIS ABVNIWIEHd NIAHVW: O: JOVTTIA  SFEBAR  4    Administrator From: Sent: To: Cc: Subject:  Administrator Jonathan  Tuesday, January 26, 20212:23PM John Urban; McMannis, Tristan RE:1-26-21 FW: Marvin - MEP Questions  Responses in Purple as requested, Tristan to confirm others From:. John Urban pnurtaneurtanalacom, Sent: Tuesday, January: 26,2 202110:58AM Cc: Jonathan onatmaneurtanaa.om Subject: 1-26-21 FW: Marvin- - MEP Questions  To: Administrator masptremarmco, McMannis, Tristan imcmamiseDewbery.cm  Christina &Tristan,  PME has questions regarding a myriad of items below: Please make an attempt atr responding, and we'll work tot fill in the rest.  My comment are in red. JOHN URBAN AIA, LEED AP Principal DECADEZ URBAN  ARCKICTUIAL BROU,  1242 Mann Drive Suite 200 Matthews, NC 28105 T:704.841.1899) X11F704,341.8440 URBANAIA.com  Please see below for our questions related to MEP design.  General:  Please provide at furniture and appliance layout. otherwise we'll mark-up a plan and send to PME What appliances are in the Break room?  UAG: Christina ifthere are special outlet locations your need to have please annotate on a dwg and send back,  Owner: Will defer to UAG  UAG: We assume ar refrigerator -full size and countertopmicrowave  Owner: Correct    Plumbing: Civil: Civil:  Isg gas service available? The original location had gas service.  Please provide utility plan with sanitary exit point, water entering point and proposed gasi meter location.  Please verify on howi the building roof willl be drained. UAG: Gutters and downspouts- jonathan can send roof plan  Will the building be sprinklered?  UAG: No Mechanical: Civil:  Where dot they want the condensing units placed? UAG: Prefer along side away from street and parking  Doest the owner want gas furnaces or Air Handlers w/ electric heat? The original design utilized gas furnaces. Inc order to place furnaces (or AHUS) above ceiling, we would ened 27" between bottom or truss and top ofl lay-in ceiling. Can you accommodate, or, do these need to be located in the attict trusses? Ifso, we would need UAG:we need tos get you bldgs sections- we have closets to set units in and space above ceilings. The entire roof We were thinking of sidewall diffusers for the meeting room. Does the architect agree on this or does he prefer Does the Owner want any heat on the front or back porch areas? More than likely this would be infrared  UAG: suggest sticking w/ gas Owner: Will defert to UAG  29"x60"x27" (WxLxH) clear space to accommodate. structure is nothing but pitched roof trusses. floor diffusers? Height is 22.5ft electric heaters. UAG: would not suggest doing SO. Owner: no Electrical:  UAG: linear slot side wall is what we are proposing about 12'-15' AFF in main space  We willl be using the same service voltage as with the original design, which is 208V/3ph. Any issues with this?  UAG: Stick with original UAG: owner did indicate need Owner: no Owner: yes Lighting  Ifgas is available, does the owner wanta a gas generator?  Does the owner want the entire building service on backup power?  The original design had 'C' fixtures at the front and back of the Meeting room. Does the owner ory your Please confirm exterior sconce locations andi fixture types. Please see the original design and verifyi if Please verifyi ify you want LED Wall Flood Lights at all the corners ofi the building like the previous design UAG: Stick with security lighting at corners- the question willl be timeclock, motion sensor etc. All security  office want this as welli for the new design? youy want something similar. UAG: Jonathan can provide speca and locations (Lighting Fixture type H). fixtures to be "white" Owner: Will defer to UAG  UAG: Don't recall what Ci fixtures are- have new RCP forr meeting room  2    VILLAGE OFI MARVIN PRELIMINARY SITEDEVELOPMENT PLAN    Item 0.6  -  L  -  -  LL € - 5 3 L 3 S 6 d R 0O 6 E - 6 R -  &  A  R a  DA I 3  - Z      R  4  -   A    a R A a - O C    -  3    Er4y RTA  5 & 2 - Z S  N    5    & 5     - V  € $    - 0 3  & B 3 A L A 3    3  & -  L L  a   Bo S  2    FASTSIGNS 7510F Pinevlle-Matthews Rd. Ste 8A More than fast. Moret thans signs: Charlotte, NC28226 Morel ThanF Fast. More Than Signs, tpenemahnstgrscomay  ESTIMATE E-SC-59770  (704)841-4033  DESCRIPTIONE Marvin Creek: Street Blade Holders *NO: SCROLL*  Billl To: MarvinEfirdPark 89091 New Town Rd Waxhaw, NC2 28173 US  Installed: Marvin Efird Park Derek Durst Marvin Creek Marvin, NC28173 US  Requested By: Derek Durst Emalil: Parmanageremarmcorg Work Phone: (704)843-1680 PRODUCTS 1 width*  Salesperson: Phillip Broome Email: hmpbromeelistepiscon Work Phone: 704-841-4033 Cell Phone: 704-574-7534 QTY. 2 1  UNITE PRICE $238.30 $137.36 Subtotal: Taxes: Grand Total:  TOTALS $476.60 $137.36 $613.96 $44.51 $658.47  PBH Slide-in Blade Holders @ 54'wx 9"h *estimated 2 REMOVAL/INSTALLATION: 21 total blades  Signature:  Date:  ***ALLI ESTIMATES ARE GOODI FOR: 30 DAYS*** Thank) youj for choosing FASTSIGNS!  Generated On: 1/19/2021 4:37PM  Page 1of1    FASTSIGNS 7510F Pineville-Matthews Rd. Ste 8A More thant fast. Moret thans signs: Charlotte, NC2 28226 More" Than Fast. Morel Than Signs. pshwanstsgrscom4y  ESTIMATE E-SC-59771  (704)841-4033  DESCRIPFIONG Tullamore/Amber Meadows-Street! Bladel Holders *NO: SCROLL*  Bill7 To: Marvin Efird-Park 89091 New Town Rd Waxhaw, NC: 28173 US  Installed: Marvin Efird Park Derek Durst Tullamore/Amber Meadows Marvin, NC28173 US  Requested By: Derek Durst Email: parmanageromarmcors Work Phone: (704)843-1680 PRODUCTS 1 width*  Salesperson: Phillip Broome Email: lpbrcomeelassgpscon Work Phone: 704-841-4033 Cell Phone: 704-574-7534 QTY 12 1  :T  UNIT PRICE $233.1767 $546.45 Subtotal: Taxes: Grand Total:  TOTALS $2,798.12 $546.45 $3,344.57 $242.48 $3,587.05  PBH: Slide-in Blade Holders @ 54'wx 9"h* *estimated 2 REMOVALINSTALATION: 121 total blades  Signature:  Date:  ***ALLI ESTIMATES, ARE GOOD FOR3 30 DAYS** Thanky youj for choosing FASTSIGNS!  Generated On: 1/19/2021 4:38 PM  Page 1of1    FASTSIGNS 7510 Pinevlle-Matthews' Rd. Ste 8A Moret thanf fast. Moret than signs: Charlotte, NC: 28226 Morel Than Fast. Morel Than Signs. tpemalassgrscoma  ESTIMATE E-SC-59769  (704)841-4033  DESCRIPTION: Thet Preserve: Street Blade Holders *NOSCROLL*  Bill To: Manyin-Efird-Park 8909 New Town Rd Waxhaw, NC28173 US  Installed: Marvin Efird Park Derek Durst The Preserve Marvin, NC: 28173 US  Requested By: Derek Durst Email: parmangeremarmcor: Work Phone: (704)843-1680 PRODUCTS 1 width* 2  Salesperson: Phillip Broome Email: hmpbromeehsgrscm Work Phone: 704-841-4033 Cell Phone: 704-574-7534 QTY 14 1  Mts  UNITI PRICE $232.7464 $637.36 Subtotal: Taxes: Grand" Total:  TOTALS $3,258.45 $637.36 $3,895.81 $282,45 $4,178.26  PBH Slide-in! Blade Holders @ 54'wx9 9"h *estimated REMOVAL/INSTALLATION: 14t total blades  Signature:  Date:  ***ALLI ESTIMATES ARE GOOD FORS 30 DAYS*** Thank youj for choosing FASTSIGNS!  Generated On: 1/19/2021 4:37PM  Page 1of1    FASTSIGNS 7510F Pinevlle-Matthews Rd. Ste 8A Moret thanf fast. Moret thans signs: Charlotte, NC2 28226 More Than Fast. More7 Than Signs. ps/nwwansgrscomay  ESTIMATE E-SC-59766  (704)841-4033  DESÇRIPTION: Courtyards: Strèet Blade Holders *NOS SCROLL*  Bill To: Marvin Efird Park 8909-New/Town Rd Waxhaw, NCZ 28173 US  Installed: Marvin Efird Park Derek Durst Courtyards Marvin, NC 28173 US  Requested By: Derek Durst Email: parmanageromarmcors Work Phone: (704)843-1680 PRODUCTS width* 2  Salesperson: Phillip Broome Email: pbconeelssgpscon Work Phone: 704-841-4033 Cell Phone: 704-574-7534 QTY 6 1  UNIT PRICE $226.6633 $273.73 Subtotal: Taxes: Grand7 Total:  TOTALS $1,359.98 $273.73 $1,633.71 $118.44 $1,752.15  1 SBHI Hanging Blade Holders @! 54'wx 9"h *estimated REMOVAL/INSTALLATION: 6t total blades  Signature:  Date:  ***ALL ESTIMATES. ARE GOOD FOR: 30 DAYS*** Thank youj for choosing FASTSIGNS!  Generated On: 1/19/2021 4:32PM  Page 1of1    FASTSIGNS 7510F Pinevlle-Matthews Rd. Ste 8A More thant fast.N Moret thans signs: Charlotte, NC28226 More Than Fast. More Than! Signs. tpenanstsgrscomAy  ESTIMATE E-SC-59768  (704)841-4033  DESCRIPTION: Firethorne: Stréet Blade Holders *NOS SCROLL*  Billl To: Marvin EfirdP Park 8909 New Town Rd Waxhaw, NC: 28173 US  Installed: Marvin Efird Park Derek! Durst Firethorne Marvin, NC28173 US  Requested By: Derek Durst Email: parmanageremarmcors Work Phone: (704)843-1680 PRODUCTS 1 width*  Salesperson: Phillip Broome Email: pbroncelssgpscon Work Phone: 704-841-4033 Cell Phone: 704-574-7534 QTY 16 1  UNITI PRICE $232.3206 $728.27 Subtotal: Taxes: Grand" Total:  TOTALS $3,717.13 $728.27 $4,445.40 $322.30 $4,767.70  PBH Slide-in Blade Holders @! 54'wx 9"h *estimated 2 REMOVALINSTALLATION: 161 total blades  Signature:  Date:  ***ALL ESTIMATES ARE GOOD FOR: 30 DAYS*** Thank youj for choosing FASTSIGNS!  Generated On: 1/19/2021 4:36PM  Page 1of1    FASTSIGNS 7510F Pinevlle-Matthews Rd. Ste 8A More thanf fast. Moret thans signs: Charlotte, NC: 28226 More Than Fast. More Than Signs. tpsnmainstserscomAy  ESTIMATE E-SC-59773  (704)841-4033  DESÇRIPTION. Beechwood: Replacing Existing Posts  Bill To: Marvin-Efird-Park 8909 New Town Rd Waxhaw, NC: 28173 US  Installed: Marvin Efird Park Derek Durst Beechwood Marvin, NC2 28173 US  Requested By: Derek Durst Email: Parmanageromarmcors Work Phone: (704)843-1680 PRODUCTS  Salesperson: Phillip Broome Email: pboncissepscon Work Phone: 704-841-4033 Cell Phone: 704-574-7534 QTY 3  :  UNIT PRICE $931.7267  TOTALS $2,795.18  1 AII New Decorative Black Posts 12ft Fluted Post Pineapple Finial 300 Series Base  PBH Slide-in Bladel Holders @ 54'wx 9"h *estimated width* (2p per post)  2 REMOVALINSTALATION: 3t total posts  1  $751.00 Subtotal: Taxes: Grand Total:  $751.00 $3,546.18 $257.09 $3,803.27  Signature:  Date:  ***ALL ESTIMATES ARE GOOD FOR: 30 DAYS*** Thank youj for choosing FASTSIGNS!  Generated On: 1/19/2021 4:39PM  Page 1of1    FASTSIGNS 7510F Pineville- Matthews Rd. Ste 8A Moret thanf fast. More thans signs: Charlotte, NC: 28226 More Than Fast. More Than Signs. tpswaistsgrscomay  ESTIMATE E-SC-59772  (704)841-4033  DESÇRIPTION: Providence Estates: Replacing Existing Posts  Billl To: Marvin Efird Park 89091 New Town Rd Waxhaw, NC28173 US  Installed: Marvin Efird Park Derek Durst Providence Estates Marvin, NC28173 US  Requested By: Derek Durst Email: panmanageremarvimcorg Work Phone: (704)843-1680 PRODUCTS  Salesperson: Phillip Broome Email: lpbxomeelissgpiscon Work Phone: 704-841-4033 Cell Phone: 704-574-7534 QTY 7  UNIT PRICE $922.0143  TOTALS $6,454.10  1 AlI New Decorative Black Posts 12ft Fluted Post Pineapple Finial 300 Series Base  PBHS Slide-in Blade Holders @! 54'wx9 9"h *estimated width* (2 per post)  2 REMOVAL/INSTALLATION:7total. posts  1  $1,751.00 Subtotal: Taxes: Grand Total:  $1,751.00 $8,205.10 $594.87 $8,799.97  Signature:  Date:  ***ALL ESTIMATES ARE GOOD FOR: 30 DAYS*** Thank) youj for choosing FASTSIGNS!  Generated On:1 1/19/2021 4:39PM  Page 1of1    FASTSIGNS 7510 Pinevlle-Matthews Rd. Ste 8A Moret thanf fast. Moret thans signs: Charlotte, NC: 28226 More Than Fast. More Than Signs. tpewassgrscomay  ESTIMATE E-SC-59774  (704)841-4033  DESCRPT9MWodland Forest: Replaging Existing Posts  Bill To: Marvin EfirdF Park 8909-New TownF Rd Waxhaw, NC28173 US  Installed: Marvin Efird Park Derek Durst Woodland Forest Marvin, NC28173 US  Requested By: Derek Durst Email: Parmanageromarmcors Work Phone: (704)843-1680 PRODUCTS  Salesperson: Phillip Broome Email: ipbrcomeelstsgpiscon Work Phone: 704-841-4033 Cell Phone: 704-574-7534 QTY 1  UNITE PRICE $943.27  TOTALS $943.27  1 AIIN New! Decorative Black Posts 12ft Fluted Post Pineapple Finial -3 300 Series Base  PBHS Slide-in Blade Holders @ 54'wx9 9"h *estimated width* (2 per post)  2 REMOVALINSTALATONET total post  1  $251.00 Subtotal: Taxes: Grand" Total:  $251.00 $1,194.27 $86.59 $1,280.86  Signature:  Date:  ***ALL ESTIMATES ARE GOOD FOR: 30 DAYS*** Thank youj for choosing FASTSIGNS!  Generated On: 1/19/2021 4:40PM  Page 1of1    T4em G.1h.  Administrator From: Sent: To: Subject: HiE Brian, Questionslhave:  Administrator Tuesday, January 26, 20213:06P PM Brian Matthews RE: Draft Interlocal Agreement  1) Section 2: You want us to agree to only! have our jurisdiction supplied by Union County for Water/WW fort the length oft the agreement unless UC approves, correct? What benefit does the municipality receive from this? Do 2) Sections 3 and 4: Understood entirely as thati is how operations work now; however, is the County agreeing to pay 100% expansion costs ofa anyi identified project in the CIP SO long as its communicated accordingly? As you know, most projects that require expansion would be privately funded SO we would not have any communication on those projects; however, any municipal lead projects could leadi to the expansion of infrastructure andl lam curious how that would work. For example, along New Town Road (basically from Marvin School Road and Marvin Road)..there are no lines and the Village is considering implementing an overlay downtown district here in which we would want avail water/sewer. Would the County supply full cost of this SO long as this project is identified ini the CIP? And if so, how fari in advance does this work?T The agreement says 5 years oft transmission of such information, but what ift this project is planned for next year? 4) Section 6: This is huge ifl understand correctly. First,! Idon't know if anyone understands the definition ofa "package plant" which should be better defined here. In addition, ifa development comes into our jurisdiction or ETJ with essentially a self-contained treatment operation and abandons it, we would then be responsible for t...Correct? Isee the benefit to UC for this because it leaves you allr no time to prepare for necessary infrastructure, butl Idon'ts see the benefit to municipalities ata all on this one. It puts more exposure and liability on us for no true benefit at all. Please correct mei if there is something am missing here or have interpreted it Ihave al board meeting Thursday so Icang go over with them, but those are my personal thoughts and questions thus far. Overall, Isee little benefit for municipalities with this agreement other than the cost of infrastructure being paid for by the County in ani identified CIP project So my board will need to decide ift that is worth ita att this time. Ift there was a rate stabilization that went along with this agreement, that would help tremendously. I understand UC likely needs this to help plan accordingly and prepare for growth, butlthink there needs to be al little benefit to municipalities as well other thanj just assisting in Municipal led projects, but my board may see this differently and Icannot speak fort them directly; will update you after the meeting, but any rebuttals to this before my meeting would help me interpret the County's  we, get a rate stabilization agreement with this?  3) Section 5-just more reports/more. staff time on our end. Understood.  wrong.  push fori this agreement. Thanks, Christina Amos Manager 10004 New Town Road Marvin, NC: 28173 (704)8 843-1680  Pursuant to North Carolina General Statutes, Chapter 132, et.seq., this electronic mall message and any attachments hereto, as well as any electronic mail message(s) that may! be senti inr response tol Itr may! be considered public recorda anda ass sucha are subject to requests for review.    From: Brian Matthews brian.mathews@unincountynegov2 Sent: Tuesday, January: 26, 202110:43AM To: Administrator <administrator@marvinnc.gov> Subject: RE: Draft Interlocal Agreement  We are hoping to get comments back by 1/29. understand thisi is quick considering you did not receive the original  email. Thank you Brian Matthews  Original message From: Administrator smnstatoremainmcser Date: 1/26/21 10:07 AM (GMT-05:00) To: Brian Matthews pran-mathews@unonountynegoy Subject: RE: Draft Interlocal Agreement  WARNING: This email originated outside of our organization.  DO NOT CLICK links or attachments unless you recognize the sender and know the content is safe.  Received now. lam unsure about the initial email, but regardless--when are you looking to have this approved by?  From: Brian Matthews pran-mathews@unoncountynegov> Sent: Friday, January 22,20213:20PM To: Administrator smsratoremsnmsaee Subject: RE: Draft Interlocal Agreement My apologies if we did not send this to the correct email.  Brian  Brian Matthews, AICP Assistant County Manager  Union County Government Central Administration 500 N. Main Street Monroe, NC 28112 T 704.292.2597 Bran.Mathnews@unioncountync.gov www.noncounyncgor  42 COL 1 0  CARC  2    E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed toi third parties. If you are not the intended recipient of this e-mail, please contact the sender  immediately.  From: Administrator malloadministrator@marvinncgovl Sent: Friday, January 22, 20212:10PM  To: Brian Matthews <oran-mathews@unloncountyncgop: Cheryl Bennett CErPwtseycNpencom. Serewssechapencon, Edi Humphries mpeeAnEsuSDPA 'Lisa Thompson' thompson@townolweddington.como ownolunomyleenol.com: owmotnonilsenoiom, mvichyproolseao.com msvcyepoiseao.com? Marvin NCI Manager manageremarv.nnego? Cheri Clark  eIcHRPBPIATEROP Subject: Re: Draft interlocal Agreement  WARNING: This email originated outside of our organization.  DO NOT CLICK links or attachments unless you recognize the sender and know the content is safe.  Can you please send the first email to this  From: Brian Matthews prian.matthews@unloncountyncgor>  Sent: Friday, January 22,20211:42PM  To: Cheryl Bennett CerewesscNpencom clerk@wesleychapelnc.com>; Ed Humphries <ehumphries@fairviewnc.gov>; 'Lisa Thompson' thompson@townolweddington.com> ownohunonwaleemolcom: owmolnenyigenplon? msviclyprolseao.com: mavcyprcolseao.com, Marvin NCI Manager  mamageromarimacso? Cheri Clark MeIcBReBePIREROP  Subject: Draft Interlocal Agreement  Hello everyone  lam sending out a reminder to provide your written comments on the draft interlocal by. January 29th. We understand that this is a significant issue, especially with our current capacity issues, which is why we need your feedback. Receiving your comments by the 29th will allow us time to review and have an open dialogue ofp possible changes in anticipation of as spring meeting with our Board. Thank you, ifyoul have already submitted your comments; ifr not, we would appreciate your feedback by the 29th. Ifyoul have questions or need any clarification, please do not hesitate to contact me.  Brian Matthews, AICP Assistant County Manager  Union County Government Central Administration 500 N. Main Street Monroe, NC 28112 T704.292.2597 Bran.Mathews@unioncountyne.goy wunoncountynegoy  3      PCANC  E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed tot third parties. Ify you are not the intended recipient oft this e-mail, please contact the sender  immediately.    OFFICE OF THE COMMISSIONERS AND MANAGER 500 N. Main St., Room 921 e Monroe, NC: 28112. e Phone (704)283-3810-Fax (704)282-0121  Via Electronic Mail: ogpolimo@marvimmoorg  Januaty 22, 2021  Mayor. Joe Pollino Village of Marvin 10004 New Town Road Marvin, NC28173 Dear Mayor Pollino:  Iwanted to reach out to you regarding the draft interlocal agreement that was sent to your jurisdiction before Christmas. AsIam sure you are aware County staffhad discussions with municipal representatives to discuss opportunities for partnership and ai more formal relationship when it comes to water and sewer operations, We would like to: receive any feedback that you have by January 29. Receiving feedback by this date will allow us to move: forward with discussions and hopefully finalize the agreements before the end ofs spring. Iam aware oft the significance oft this type ofagreement and would be happy to talk to you if that would be helpful. Wel look forward to continuing these discussions and continuing tol better solidify the  relationships wel have. Sincerely,  Bisshlns. Richard B. Helms, Sr. Chairman    NORTH CAROLINA UNION COUNTY  THIS INTBRLOCAL AGREEMENT is entered into this the  day of  2021, by and between UNION COUNTY, aj political  subdivision ofthe State ofNorth Carolina (hereafter "County"), and MUNICIPALITY NAMEI, a municipal corporation chartered under the laws oft the State ofNorth Carolina  (hereafter Municipality").  WHEREAS, local governments including counties and municipalities are authorized by North Carolina General Statutes Sections 160A-460 et seq., 153A-278, and 153A-445, as well as all other applicable law, to enter into interlocal agreements andj partnerships for thej provision ofutility and public enterprise services, including water and wastewater services; and  WHEREAS, County owns a water and wastewater public enterprise utility and associated utility infrastructure which serves customers within Mmepalitysjurisaicion, and WHEREAS, County and Municipality desire to set: forth certain understandings related to County's water and wastewater utility, County's provision of such utility services within Mmiepally/sjmiaieion, and Municipality'si role in associated planning; and  WHEREAS, outlining these mutual understandings and duties of County and Municipality relating to County's public- enterprise utility and the provision of water and wastewater public enterprise utility service within Municipality's jurisdiction will foster cooperation, understanding, and planned progress for County's utility operations and  Municipality'ss strategic planning.  NOW, THEREFORE, for and in consideration oft the: mutual promises set forthl herein and other good and valuable consideration, the parties agree to the following terms and:  conditions: 1.  PURPOSE. The purpose of this Agreement is to set forth certain understandings between County and Municipality regarding County's water and wastewater public enterprise utility, and Municipality's role regarding certain aspects of the utility, includingutility operations akuepalymlatn utility extensions, upsizing COUNTY AS WATER/WASTEWATER PUBLIC ENTERPRISE UTILITY PROVIDER WITHIN MUNICIPALITYS JURISDICTION. County and Municipality acknowledge that County currently owns and operates (itself or through contract) a water and wastewater public enterprise utility (the Utility") that exists, and serves customers, within Municipality's corporate limits. Municipality agrees that County is authorized to own, operate, improve, enlarge, extend, construct, and maintain the-Utility and associated infrastructure within Municipality's corporate limits (whether itself or through a contract with another entity, which may include, without limitation, the Union County Water and Sewer District). Municipality further agrees that ()itv will, ina accordance with applicable law, not approve the provision ofwater and/or wastewater  ofutiity mirastructure. uuntyptanning etforts, and packageplants,  2.  1    service by any_public enterprise utility except the Utility within Municipality's jurisdiction, without receiving the consent ofUnion County; and (i) Municipality shall not, during the term' of this Agreement, acquire, construct, establish, own, operate, or contract for the operation of a water and/or wastewater utility within its municipal MUNICIFALTY-OWNED DEVELOPMIENTS AND IMPROVEMENIS TO PROPERTY NECESSITATING UTILITY'S SERVICE AND EXTENSIONS. Municipality agrees and understands that for any property that Municipality owns and isd developing itselfwhich: requires the extension of existing infrastructure oft the Utility, Municipality is responsible for the costs and construction of such extension In accordance with County's ordinances. policies. procedures, and specifications then in eifect. This includes Municipality being considered as a developer under ArticleIVof - Chapter 34 oft the Union County Code, or any successor code provisions, ordinance, policy, or procedures of County related to extension oft the Utility's infrastructure for development. County shall only be responsible for any associated costs as expressly set: forth in County's ordinances, policies, procedures, and specifications then in effect UPSIZING INFRASTUCTURE. Municipality understands and agrees that for any property that Municipality itself owns and is developing which requires the increase in size of existing Utility infrastructure to serve such development with water or wastewater services ("Upsized Infrastructure"), Municipality is responsible for the costs and construction of Upsized Infrastructure in accordance with County's However,, County agrees to he responsible for the cost and construction of Upsized () thelIpsized Infrastructure is included as part of County's adopted Capital Improvement Program ("CIP)and Master Plan fort the Ufility; (i) Municipality has materially met the requirements for CIP and Master Plan input set forth in Section 5 ofthis Agreement; and (ii) Municipality follows all other requirements for Upsized Infrastructure as set forth in County's ordinances, policies, procedures, and specifications then in effect, as a developer and owner of such property subject to  2  boundaries, without receiving the consent ofUnion County.  3.    related to such development and extensions.  4.  Same  ordinances, policies, procedures, and specifications then in effect. Infrastructure ifall ofthe following conditions are met:  development.  5.  MUNICIPALITY INPUTINTO COUNTY CIP OR: MASTER PLAN. County and Municipality shall endeavor to work collaboratively together as County updates its CIP and Master Plan fort the Utility. Mupicipality.ngreest that ity will timely provide County all reasonably requested data and information related to its development and growth plans and approvals. Municipality agrees to provide County with data concerning all approved and pending rezonings on at least an annual basis, in a format and schedule agreed pamtytsmmrorcomy, and. Municipality, Municipality shall also annually  Mo&  u provide County information regarding any ofi its own development projectstmatmay  2    require connection tol Utility'si infrastructure within the next five (5)years fromt the date of transmission of such information. County agrees to consider all such intormation and potential project inclusion as part ofi its drafting and adoption oft the CIP and] Master Plan for thel Utility when such programs and plans are being created or updated. MUNICIPALITY RESPONSIBILITY FOR CERTAIN PACKAGE PLANTS. If Municipality approves any development within its planning jurisdiction (whether. within its corporate limits or extraterritorial jurisdiction), which development is served bya package wastewater treatment facility treating wastewater generated within the development (a "Package Plant"), Municipality agrees to be responsible for all opération and maintenance costs of such Package Plant for the operational life of the Package Plant in the event that the Developer or subsequent owner ceases to provide, for the sound operation and maintenance oft the Package Plant. This includes, without limitation, in the event of a developer or homeowners' association ceasing its own operation ofal Package Plant, with the Utility assuming ownership and/or operation of  6.  *  such Package Plant.  7. TERM AND TERMINATION. This Agreement shall become effective as of its mutual execution by both parties (the "Effective Date"). The Agreement shall have a term of thirty (30) years from the Effective Date. Either party may terminate this Agreement, without cause, by giving at least two (2) years' written notice that it In the event of material breach of the Agreement by either party, the non-breaching party shall provide written notice to the breaching party who willl have ninety (90) days during which to cure such breach. In the event the breaching party fails to cure the breach within ninety (90) days, the: non-breaching party may terminate this Agreement upon provision of one hundred and eighty (180) days written notice to the breaching PERSONNEL. All personnel responsible for administration oft this Agreement who are employed by County or Municipality shall remain in all respects employees of PROPERTY OWNERSHIP. Nothing in this Agreement shall be interpreted as to change or transfer any ownership in property of County or Municipality. 10. ENTIRE AGREEMENT. This Agreement contains the entire understanding between the parties related to the issues set forth herein. No other agreement, statement, 01 promise made by either party, orally ori in writing, which is not contained 11. AMENDMENT. This Agreement may be amended upon adoption of written amendments executed in writing on behalf ofeach respective governing body. 12. JOINT. EFFORTS. This Agreement shall be considered for all purposes as prepared  wishes to terminate the Agreement to the other party.  party.  8.  County or Municipality respectively.  9.  ini this Agreement shalll be valid or binding.  3    through the joint efforts oft the both parties and shall: not be construed against one party or the other as ai result of preparation, submission, or drafting hereof. SEVERABILITY. The provisions hereof are severable, and should any provision be determined tol bei invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. The parties shall endeavor in good faith to replace the: invalid, illegal or unenforceable provisions with valid provisions the economic effect of which comes as close as practicable to that COMPLIANCE WITH LAWS. In the performance of their duties pursuant to this Agreement, County and Municipality shall comply with all laws, rules, regulations, ordinances, codes, standards, and orders of any and all governmental bodies, agencies,  13.  oft the invalid, illegal or unenforceable provisions.  14.  authorities, and courts havingjurisdiction.  15. REPRESENTATIONS AND WARRANTIES. Each party hereby represents and warrants each to the other the existence of all capacity, authority, resolutions, and  actions necessary to execute and enter into this Agreement.  [THE REMAINDER OF THIS PAGE: LEFTINTENTIONALLYBLANK. SIGNATURES  FOLLOW ONTHE: NEXT PAGE]  4    IN WITNESS WHEREOF, the parties hereto acting under the authority oft their respective governing bodies, have caused this Agreement to be duly executed: in duplicate counterparts, each ofwhich shall constitute an original, this the day and year first above written.  ATTEST  UNION COUNTY  Lynn G. West Clerk to the Board  William M. Watson County Manager  This instrument has been pre-audited ini the: manner required by the Local Government Budget and  Fiscal Control Act.  Finance Officer  ATTEST  MUNICIPALTYNAME  Clerk  Manager  This instrument has been pre-audited in the manner required by the Local Government Budget and  Fiscal Control Act.  Finance Officer  5