07-15-2024 Agenda Packet BOCPERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
MEETING AGENDA
304 South Morgan Street, Room 215
Roxboro, NC 27573-5245
336-597-1720
Fax 336-599-1609
July 15, 2024
9:00 a.m.
This meeting will convene in Room 215 of the County Office Building.
CALL TO ORDER…………………………………………………. Chairman Powell
INVOCATION
PLEDGE OF ALLEGIANCE
DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA
PUBLIC HEARING:
ITEM #1 (pgs.4-5)
Consideration of Approval of Financing
of 2024 Projects……………………………………………………… Amy Wehrenberg
CONSIDERATION TO GRANT OR DENY REQUEST
ITEM #2
Consideration to Grant or Deny Approval of Financing
of 2024 Projects………………………………………………………. Chairman Powell
ITEM #3 (pgs.6-12)
Approving Resolution 2024 LOB’s Issuance………………………. Amy Wehrenberg
ITEM #4 (pgs.13-14)
2024 LOB’s Capital Project Ordinance……………………………. Amy Wehrenberg
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INFORMAL COMMENTS
The Person County Board of Commissioners established a 10-minute segment
which is open for informal comments and/or questions from citizens of this
county on issues, other than those issues for which a public hearing has been
scheduled. The time will be divided equally among those wishing to comment.
It is requested that any person who wishes to address the Board, register with
the Clerk to the Board prior to the meeting.
ITEM #5
DISCUSSION/ADJUSTMENT/APPROVAL OF CONSENT AGENDA
A.Approval of Minutes of June 17, 2024 (pgs.15-68),
B.Budget Amendment #1 (pg.69),
C.Budget Amendment #2 (pg.70),
D.FY25 Budget Ordinance Correction (pgs.71-77),
E.Person County Schools Request for Distributions from the North Carolina
Education Lottery Public School Building Repair & Renovation Fund
(pgs.78-81),
F.Contract for School Nursing Services between Person County and Person County
School System (pgs.82-90),
G.Home and Community Care Block Grant Funding for FY25 (pgs.91-94),
H.Resolution Authorizing Execution of Opioid Settlements and Approving the
Second Supplement Agreement for Additional Funds (pgs.95-107), and
I.Tax Adjustments for June 2024 (pgs.108-124)
a.Tax Releases
b.NC Vehicle Tax System Pending Refunds
NEW BUSINESS:
ITEM #6 (pgs.125-146)
Funding Request for Tar River Land Conservancy to Purchase
“Mt. Harmony Tract” for Preservation and Conservation……………. .. John Hill
ITEM #7 (pgs.147-148)
Appointment of Interim Chief Financial Officer………………… Katherine Cathey
ITEM #8 (pgs149-168)
Tax Collector Settlement………………………………………………….. Russell Jones
ITEM #9 (pgs.169-170)
Order to Collect Taxes…………………………………………………….. Russell Jones
ITEM #10 (pgs.171-181)
Stryker ALS360 Funding Request……………………………. Thomas Schwalenberg
ITEM #11 (pgs.182-183)
Animal Services Citation and Fee Schedule Amendments………………. Kelli Lewis
ITEM #12 (pgs.184-193)
PCBIC Structure…………………………………………………….. Chairman Powell
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ITEM #13 (pg. 194)
Designation of Voting Delegate to NC Association of
County Commissioners Annual Conference……………………….. Michele Solomon
CHAIRMAN’S REPORT
MANAGER’S REPORT
COMMISSIONER REPORTS/COMMENTS
CLOSED SESSION #1
A motion to enter into Closed Session #1 per General Statute 143-318.11(a)(3) for
the purpose to consult with the county attorney in order to preserve the attorney-
client privilege with the following individuals permitted to attend: County Manager
Katherine Cathey, Clerk to the Board Michele Solomon, and County Attorney T.C.
Morphis, Jr.
CLOSED SESSION #2
A motion to enter into Closed Session #2 per General Statute 143-318.11(a)(6) for
the purpose to discuss personnel.
Note: All Items on the Agenda are for Discussion and Action as deemed appropriate
by the Board.
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AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Public Hearing and Consideration of Approval of Financing of 2024 Projects
Summary of Information: On June 17, 2024, the Board of Commissioners approved a
Preliminary Resolution and Call for Public Hearing for the Financing of Various
County Improvements and a School Improvement, and directed the Clerk to the Board to
cause a notice of the Public Hearing (attached) to be published once in a qualified newspaper of
general circulation within the County no fewer than 10 days prior to the Public Hearing. The public
hearing notice ran in the Courier=Times on June 27, 2024.
The board will conduct the public hearing and consider approval of financing of the 2024 projects.
Recommended Action: Approve the execution and delivery of the Contract, the Deed of Trust,
and the financing of the 2024 Projects.
Submitted By: Katherine M. Cathey, County Manager
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PUBLIC HEARING NOTICE
The Board of Commissioners (the “Board”) of the County of Person, North Carolina (the
“County”) is considering (1) entering into an installment financing contract in an amount not to
exceed $22,000,000 (the “Contract”) to finance (a) the acquisition of a portion of a building
currently being leased by the County and used by the County Health Department and Social
Services Department, (b) the acquisition of a building for use by Piedmont Community College,
(c) roof repairs at South Elementary School and (d) improvements to the County’s recycling center
in connection with the consolidation of facilities for Person Industries and Person County Recycling
(collectively, the “2024 Projects”) and (2) executing and delivering a deed of trust, security
agreement and fixture filing (the “Deed of Trust”) related to the County’s fee simple interest the
real property on which South Elementary School is located, together with the improvements
thereon (collectively, the “Mortgaged Property”). The Mortgaged Property is located at 1333
Hurdle Mills Road, Roxboro, North Carolina 27573.
The Mortgaged Property will be mortgaged under the Deed of Trust. The Contract and the Deed of
Trust permit the County to enter into amendments to finance additional projects using the
Mortgaged Property as collateral and the County may or may not grant additional collateral in
connection with such amendments. On payment by the County of all installment payments due
under the Contract, including any future amendments to finance or refinance projects, the Deed of
Trust and any lien created thereunder will terminate and the County’s title to the Mortgaged
Property will be unencumbered.
All interested persons please take notice that, pursuant to Sections 160A-20 of the General Statutes
of North Carolina, the Board will hold a public hearing concerning the approval of the execution
and delivery of the Contract, the Deed of Trust and the financing of the 2024 Projects. The public
hearing will be held on Monday, July 15, 2024 at 9:00 a.m., or shortly thereafter, in the
Commissioners’ Boardroom, Room 215, in the Person County Office Building located at 304 S.
Morgan Street, Roxboro, North Carolina. All interested parties are invited to present comments
thereon at the public hearing. Substantial changes may occur to the request, based on comments
from the public hearing. The Board reserves the right to recess the public hearing at another place
and time. Written comments received by 5:00 PM on Friday, July 12, 2024 will be considered and
may be addressed to Michele Solomon, Clerk to the Board, 304 S. Morgan Street, Room 212,
Roxboro NC 27573.
Michele Solomon
Clerk to the Person County Board of Commissioners
6/27/2024
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June 17, 2024
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PERSON COUNTY BOARD OF COMMISSIONERS June 17, 2024
MEMBERS PRESENT OTHERS PRESENT
Gordon Powell Katherine M. Cathey, County Manager
C. Derrick Sims- ABSENT Michele Solomon, Clerk to the Board
Kyle W. Puryear T.C. Morphis, Jr., County Attorney
Charlie Palmer
Jason Thomas
The Board of Commissioners for the County of Person, North Carolina, met in
regular session on Monday, June 17, 2024, at 9:00 a.m.in the Commissioners’ Boardroom
215 in the Person County Office Building located at 304 S. Morgan Street, Roxboro, NC.
Chairman Powell called the meeting to order. He announced Vice Chairman Sims
was absent due to a family emergency. Chairman Powell offered an invocation, and
Commissioner Thomas led the group in the Pledge of Allegiance.
DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA:
A motion was made by Commissioner Puryear and carried 4-0 to approve the
agenda.
INFORMAL COMMENTS:
The following individuals appeared before the Board to make informal comments:
Andrea Childers of 270 Blackberry Lane, Rougemont stated that she has been a
resident of Person County for 31 years. She stated that she is requesting the Board to reverse
the zoning decision made on December 4, 2023 to protect the residents of the community.
She stated that she is also requesting an independent environmental impact study to be
conducted before MEC is built. She referenced a party barn at Hyco Lake, Project Log at
Woodsdale, and MEC at Moriah. She asked ‘What do all three of these things have in
common?’ She stated that the commonality is, a small group of Personians stand to profit
from these transactions, while the health and wellbeing of residents of neighboring homes
that are by these facilities, are put into immediate danger. She stated that pleas for help and
support by these residents go ignored by this Board, all being done under the guise of
economic development. She stated the fact of the matter is, this Board does not want growth
in Person County, because growth would mean people not from around here, moving into
this County, asking questions and demanding something different from the “status quo”.
She stated that this Board does not want outsiders’ opinions or knowledge and no
transparency. She stated that this Board wants to continue making behind closed doors deals,
helping the same small group of people, while the rest of us Personians are sacrificed.
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Childers stated that the only thing that this Board wants from new residents is for
them to pay their taxes and keep their mouth shut; which is evident by the new alarm system
implemented last week, that is so-called legal. She stated that this is clearly an attempt to
intimidate and silence residents of this County, yet another action this Board has taken that
they can be proud of.
Don Ahrens of 108 Elderberry Lane, Rougemont stated that he has been taking water
samples and pictures of the streams that are being polluted by the Moriah Energy Center
(MEC) and passing this information on to the Division of Water Resources (DWR). He
stated that the DWR went out and inspected on May 30, 2024 at sediment basin number
one. He stated that sediment was found to be leaving through the riparian buffer, a silt fence,
and a check dam. DWR requested that the sediment be removed by hand. He stated that at
sediment basin number three, sediment was found in the pond, east of the basin. He stated
that DWR advised the site manager to evaluate measures to prevent sediment from entering
the pond. He stated that because MEC was blasting sediment, basin number two was not
evaluated. He stated that this inspection only happened because the community complained
and sampled. He stated that the community will continue to complain and sample, because
it is obvious that MEC does not care about the environment. He asked the Board to require
a Risk Management Plan from Dominion.
DISCUSSION/ADJUSTMENT/APPROVAL OF CONSENT AGENDA:
A motion was made by Commissioner Palmer and carried 4-0 to approve the
Consent Agenda with the following items:
A. Approval of Minutes of June 3, 2024,
B. Approval of Minutes of June 5, 2024,
C. Approval of Minutes of June 10, 2024,
D. Budget Amendment #25,
E. Person County Museum of History FY25 Funding Agreement,
F. FY25 Classification and Pay Schedule,
G. Personnel Policy Amendments,
H. ABC Board Request to Set Aside Additional Working Capital,
I. Energy Programs Outreach Plan,
J. Rezoning/Map Amendment Application, and
K. Resolution Requesting Abandonment of a Portion of State Road, Country
Club Road, from the State Road System
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NEW BUSINESS:
FY25 BUDGET ORDINANCE
County Manager Katherine Cathey and Finance Director Amy Wehrenberg
presented. Cathey advised the Board that before them is the FY25 Budget Ordinance for
adoption. She stated that provided in the agenda packet was a summary of the adjustments
that were made to the Manager’s recommended budget. She stated that about a month ago,
the Board was presented with the recommended budget, a public hearing was held on June
3, 2024 to obtain feedback from the public on the recommended budget and there were no
members of the public in attendance that spoke in reference to the public hearing, and the
Board had two budget work sessions the week after the public hearing. She stated that
based on the discussions and review during the work sessions, we are now at the point for
adoption of the budget ordinance, which incorporates the adjustments that the Board had
requested. She stated at the last work session, the Board requested that the Emergency
Services Director make a presentation on the ALS 360 Lease Program. She stated that the
Emergency Services Director will present to the Board at the July 15, 2024 meeting. She
stated therefore, this is item is not included in the recommended budget.
A motion was made by Commissioner Puryear and carried 4-0 to adopt the FY25
Budget Ordinance.
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A RESOLUTION AUTHORIZING THE PERSON COUNTY SHERIFF TO
ENTER INTO TRAINING AGREEMENTS
Person County Sheriff Jason Wilborn presented. Wilborn stated that he would like
to present to the Board for consideration, a Resolution authorizing the Person County
Sheriff to enter into training agreements with new recruits that are hired at the Sheriff’s
Office that have not attended any type of Basic Law Enforcement Training (BLET). He
stated that BLET is a six- month course and the Detention Officer Training is five weeks.
He stated that the Person County Sheriff’s Office pays for them to become certified, if
they are hired without the certification. He stated that the Resolution would authorize the
Person County Sheriff to enter into training agreements with new recruits to the Sheriff’s
Office, which mandates the full or partial reimbursement of BLET, other training, and
uniform cost, if the recruit leaves employment with the County in less than three years
from the time of certification as a Law Enforcement Officer by the State of North
Carolina. He advised that he has provided the Board with a sample training agreement. He
stated that training agreements have become common across the state
A motion was made by Commissioner Puryear and carried 4-0 to approve the
Resolution authorizing the Person County Sheriff to enter into training agreements.
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RETIREE HEALTH INSURANCE POLICY AND DSS OVERNIGHT
SUPERVISION INCENTIVE PAY
Human Resources Director Sonya Carver presented the following:
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Commissioner Palmer stated that he feels that the Sheriff’s Department and
Emergency Services should be prioritized. He stated that it is his recommendation that the
County change the policy to allow for break in service to go towards the retiree health
insurance. Carver stated that regardless of what position they are in, every County employee
brings a lot to the table.
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Carver stated that she respects Public Safety, and the County thinks highly of them;
however, the County thinks highly of all employees and benefits are applied fairly across
the board, no matter what your position is within the County. She stated that staff does not
recommend what he has proposed, as it will hurt the County’s health insurance pool by
adding retirees and costs to the pool due to having more leniency in the criteria for eligibility
for retiree health insurance.
Commissioner Puryear stated that it was his understanding, that if the policy
remains the same, and an employee has extenuating circumstances, the employee can
request to come to the Board of Commissioners and have the Board consider their request.
He stated this is a case-by-case situation. County Attorney Morphis verified that what
Puryear had stated was correct.
A motion was made by Commissioner Puryear and carried 3-1 to approve the
alternative option for the Retiree Health Insurance, giving employees up to one year to be
reinstated. Chairman Powell, and Commissioners Puryear and Thomas voted in favor of the
motion. Commissioner Palmer voted in opposition to the motion.
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Commissioner Palmer asked where are the individuals housed. Carver advised that
the children stay at the Department of Social Services. Palmer asked where do they sleep
and do they have foldout beds. Assistant County Manager Brian Hart advised that the
children sleep in the rooms used for visitation and the rooms have couches and things of
that nature.
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Chairman Powell stated that this situation is sad and undesirable, yet needs to be
addressed. He stated that this policy provides incentive to employees supervising these
children. He stated that on another subject, moving forward, the discussion on changing
how things are done and evaluating options for remodeling the space at DSS to better
accommodate the children would need to be addressed. Commissioner Thomas stated that
the incentive pay is very much needed for DSS employees and is also in favor of looking
into ways to remodel the facility to make it more of a home setting for the children that have
to stay overnight.
A motion was made by Commissioner Thomas and carried 4-0 to approve the
policy for the DSS Overnight Supervision Incentive Plan.
PRELIMINARY RESOLUTION AND CALL FOR PUBLIC HEARING
Finance Director Amy Wehrenberg presented. She stated that she is requesting
action on the Resolution included the agenda packet to authorize the negotiation of an
installment financing contract and direct the publication of notice that is related to the
upcoming bond issuance in August. She stated that the Resolution provides for the
following:
Designates and authorizes certain County officials to proceed and negotiate on
behalf of the County the Contract in an amount not to exceed $22M to finance (a)
the acquisition of a portion of a building currently being leased by the County and
used by the County Health Department and Social Services Department, (b) the
acquisition of a building for use by Piedmont Community College, (c) roof repairs
at South Elementary School and (d) improvements to the County’s recycling center
in connection with the consolidation of facilities for Person Industries and Person
County Recycling (collectively, the “2024 Projects”), and to provide as security for
the County’s obligations a Deed of Trust conveying a lien and interest in South
Elementary School, including the improvements thereon.
Authorizes the Chief Finance Officer or her designee to file with the Local
Government Commission (LGC) an application for its approval of the Contract, and
to include such facts and exhibits regarding the County and its financial condition
as the LGC may require in order to make its statutorily-required findings.
Provides direction to retain certain professionals as determined to be necessary in
the judgment of the Chief Finance Officer and her staff to carry out the transaction
contemplated in this Resolution.
States that a public hearing shall be conducted by the Board on July 15, 2024 at 9:00
a.m. in the Commissioners’ Boardroom, Room 215, Person County Office Building,
concerning the Contract, the Deed of Trust and the proposed financing of the 2024
Projects.
Directs the Clerk to the Board to cause a notice of the Public Hearing, in the form
attached (Exhibit A), to be published once in a qualified newspaper of general
circulation within the County no fewer than 10 days prior to the Public Hearing.
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A motion was made by Commissioner Puryear and carried 4-0 to approve the
Resolution and call for Public Hearing, to be heard at the Board of Commissioners’ July 15,
2024 regular scheduled meeting.
FUNDING REQUEST FOR PERSON INDUSTRIES AND MATERIAL
RECYLCLING FACILITY (PI/MRF) SPECIAL REVENUE FUND
PI/MRF Director Amanda Doss presented the following:
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A motion was made by Commissioner Palmer and carried 4-0 to approve the
funding request in the amount of $351K from the General Fund.
TIRE AND MATTRESS SHREDDER PROPOSAL
PI/MRF Director Amanda Doss presented the following:
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A motion was made by Commissioner Puryear and carried 4-0 to take the next
steps and move forward with the process for the Mattress and Tire Shredder.
PERSON COUNTY BUSINESS AND INDUSTRIAL CENTER (PCBIC)
STRUCTURE
Chairman Powell stated that there have been recent discussions regarding the
overall structure of the PCBIC. He stated that PCBIC is a non-profit organization formed
in the early 90’s for the purpose of supporting businesses in Person County, and bringing
new business and industries into the County. He stated that PCBIC did a great job of doing
just that in the early days of its existence. He stated since those days, there has been very
little that PCBIC can claim as success, other than being supportive of EDC projects and
distribution of funds for those projects using claw back funds and limited revenues from
other sources. He stated that there have been no financial supportive actions by PCBIC as
a non-profit, and no engagement with business and industry and the private sector to raise
funds in support of their stated goals, objectives and mission statement. He stated that the
only business and industry attractions have been through the EDC Department. He stated
that PCBIC has a place in Person County’s future as an active and functioning non-profit,
but not under the original governance structure.
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Powell stated that change in the organizational structure, bylaws, vision and
mission statements is needed for future success. He stated as the appointing Board of
PCBIC and EDC members, the Board of Commissioners (BOC) is accountable to the tax
payer. He stated that the need for change is clearly before us and it is imperative that the
BOC do the right thing in assisting PCBIC in becoming the non-profit organization it was
intended to be, functioning independently of budgeted tax payer funds. He provided
suggestions on how to implement these changes and requested the Board take these
recommendations to the PCBIC Board at PCBIC’s meeting on July 23, 2024.
Commissioner Puryear stated that he appreciated Chairman Powell’s thoughts on this
item; however, the Board just received this recommendation and has not had time to look
over it, and one commissioner is absent. He deems it appropriate to table this item until
the next BOC meeting scheduled for July 15, 2024.
A motion was made by Commissioner Puryear and carried 4-0 to table this item
until the July 15, 2024 meeting.
APPOINTMENTS TO BOARDS AND COMMITTEES
Clerk to the Board Michele Solomon presented to the Board interested citizen
applications for consideration for appointment to boards and committees, and requested
the Board to nominate for appointment as deemed appropriate.
ABC Board
3-Year Term: 1 position available
1) John Bradsher requests reappointment as his term expires on 06/30/2024
2) Nikki Burke requests appointment
3) Harold Ray Carver, Jr. requests appointment
4) Bridgit Jones requests appointment
5) Dale Norris requests appointment
A motion was made by Commissioner Puryear to reappoint John Bradsher.
A separate motion was made; therefore, the second motion will be voted on first.
A motion was made by Commissioner Palmer to nominate Bridgit Jones and failed to
carry 1-3. Chairman Powell, and Commissioners Puryear and Thomas voted in opposition
to the motion. Since this motion failed to carry, the first motion on the floor carries, without
a vote reappointing John Bradsher to the ABC Board for a 3-year term.
Adult Care Home Community Advisory Committee
1-Year Initial Term; 3-Year Reappointment: 5 positions available
1) Rhonda Haynes requests reappointment as her term expires on 06/30/2024
A motion was made by Commissioner Palmer and carried 4-0 to reappoint Rhonda
Haynes to the Adult Care Home Community Advisory Committee for a 3-year term.
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Animal Services Advisory Committee
3-Year Term: 2 positions available
1) Kirsten Brame requests reappointment as her term expires on 06/30/2024
2) Holly Yarbrough requests appointment
A motion was made by Commissioner Thomas and carried 4-0 to reappoint Kirsten
Brame and to appoint Holly Yarbrough to the Animal Services Advisory Committee for a
3-year term.
Board of Equalization and Review
4-Year Term: 1 position available to fill unexpired term to 2/28/2025
1) Larry King requests appointment
A motion was made by Commissioner Puryear and carried 4-0 to appoint Larry King
to the Board of Equalization and Review to fill an unexpired term to 2/28/2025.
Board of Health
3-Year Term: 1 position for each of the following: a Doctor, a Nurse, and a Veterinarian;
and 2 positions available for members of the general public
1) Patsy Clayton requests reappointment -Nurse; her term expires on 06/30/2024
2) Phillip Edelblute requests reappointment- General Public; his term expires on
06/30/2024
3) Barbara Harris requests reappointment-Veterinarian; her term expires on
06/30/2024
4) Kenneth Strachan requests appointment- Doctor
5) Ben Tillett requests reappointment- General Public; his term expires on
06/30/2024
6) Gerald Jermaine Wallace requests appointment-General Public
A motion was made by Commissioner Thomas and carried 4-0 to reappoint Patsy
Clayton representing a nurse to the Board of Health for a 3-year term.
A motion was made by Commissioner Puryear and carried 4-0 to reappoint Phillip
Edelblute representing the general public to the Board of Health for a 3-year term.
A motion was made by Commissioner Palmer and carried 4-0 to reappoint Barbara
Harris representing a veterinarian to the Board of Health for a 3-year term.
A motion was made by Commissioner Palmer and carried 4-0 to appoint Kenneth
Strachan representing a doctor to the Board of Health for a 3-year term.
A motion was made by Commissioner Puryear and carried 4-0 to reappoint Ben Tillett
representing the general public to the Board of Health for a 3-year term.
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Environmental Issues Advisory Committee
3-Year Term: 1 position for a citizen residing in each of the following townships:
Holloway Township., the Olive Hill Township, the Roxboro Township, and 1 position in
the Woodsdale Township to fill unexpired term to 12/31/2024
1) Cheryl Allen requests reappointment for the Roxboro Township as her term
expires on 06/30/2024
A motion was made by Commissioner Puryear and carried 4-0 to reappoint Cheryl
Allen to the Environmental Issues Advisory Committee representing the Roxboro
Township for a 3-year term.
Juvenile Crime Prevention Council
1-Year Initial Term: 2-Year Reappointment
2 positions available for a citizen under the age of 21(one may be a member of the public
representing the interests of families of at-risk juveniles); and
1 position available for each of the following: Juvenile Defense Attorney, a member of the
Faith Community, a United Way or Nonprofit Agency Representative, and up to 4
citizens-at-large positions
1) Kelly Foti requests reappointment- Nonprofit Agency Representative- her
term expires 06/30/2024
2)Rev. Elizabeth McCoy requests reappointment- Member of the Faith
Community- her term expires 06/30/2024
A motion was made by Commissioner Palmer and carried 4-0 to reappoint Kelly Foti
representing a nonprofit agency and Rev. Elizabeth McCoy representing the faith
community to the Juvenile Crime Prevention Council for a 2-year term.
Library Advisory Board
3-Year Term: 3 positions available
1) Jonathan Bradsher requests reappointment as his term expires 06/30/2024
2) Elizabeth Bremer requests appointment
3) Paul Ehresmann requests appointment
4) Alisa Gentry requests appointment
5) Kathryn Greenwold requests appointment
6) Charles Harvey requests reappointment as his term expires on 06/30/2024
7) Rev. Elizabeth McCoy requests reappointment as her term expires on
06/30/2024
A motion was made by Commissioner Puryear and carried 4-0 to reappoint Jonathan
Bradsher, Charles Harvey, and Rev. Elizabeth McCoy to the Library Advisory Board for a
3-year term.
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Nursing Home Advisory Committee
1-Year Initial Term: 3-Year Reappointment: 5 positions available
1) Rhonda Haynes requests reappointment as her term expires on 06/30/2024
A motion was made by Commissioner Palmer and carried 4-0 to reappoint Rhonda
Haynes to the Nursing Home Advisory Committee for a 3-year term.
PATS Transportation Advisory Board
3-Year Term: 1 position available for each of the following: a School System
Representative, a Vocational Rehabilitation Representative, a Representative of Senior
Services, and a Representative of Economic Development/Chamber of Commerce
1) Rev. Laurence Greenwold requests appointment (Citizen-at-large)
2) Maynell Harper requests reappointment- Senior Center Rep.-her term
expires 06/30/2024
3) Lisa Jeffreys requests reappointment-Vocational Rehab Rep- her term
expires 06/30/2024
4) Walter Montgomery requests reappointment- School System Rep-his term
expires 06/30/2024
A motion was made by Commissioner Palmer and carried 4-0 to reappoint Maynell
Harper as senior center representative, Lisa Jeffreys as vocational rehab representative, and
Walter Montgomery as school system representative to the PATS Transportation Board for
a 3-year term.
Person-Caswell Lake Authority
3-Year Term: 1 position available
1) John Byrd Sr. requests appointment
2) Anna Hester-Martin requests appointment
3) Christopher Terry requests appointment
A motion was made by Commissioner Thomas and carried 4-0 to appoint Anna
Hester-Martin to the Person-Caswell Lake Authority for a 3-year term.
Piedmont Community College Board of Trustees
4-Year term: 1 position available
1) Joel Adler requests reappointment as his term expires 06/30/2024
A motion was made by Commissioner Palmer and carried 4-0 to reappoint Joel
Adler to the Piedmont Community College Board of Trustees for a 4-year term.
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June 17, 2024
53
Planning Board
3-Year Term: 2 positions available
1) Cynthia Lynch requests reappointment as her term expires 06/30/2024
2) Steven McFarland requests appointment
3) Gerald Jermaine Wallace requests appointment
A motion was made by Commissioner Puryear and carried 4-0 to reappoint Cynthia
Lynch and to appoint Steven McFarland to the Planning Board for a 3-year term.
Recreation Advisory Board
3-Year Term: 2 positions available
1) John Byrd requests appointment
2) Kirk Redman requests reappointment as his term will expire on
06/30/2024
A motion was made by Commissioner Thomas and carried 4-0 to reappoint Kirk
Redman and to appoint John Byrd to the Recreation Advisory Board for a 3-year term.
CHAIRMAN’S REPORT:
Chairman Powell reported that he attended the NCACC Legislative day in Raleigh
last week and met with Representative Ray Jeffers and Senator Graig Meyer. He stated that
Vice Chairman Sims and County Manager Cathey were also in attendance. He stated that
he attended the Willow Oak Music Park Festival this past weekend, and it was well attended.
He stated that this is a very good venue for Person County and attracts a lot of people. He
stated that he and other representatives from Person County attended the Public Hearing for
the Public Utilities Commission Thursday evening, in reference to the Duke Energy Planned
Combined- Cycle Plant. He stated that he and others in attendance, pleaded with the Utilities
Commission to consider Person County as the focal point for their plans of a combined-
cycle plant.
MANAGERS’S REPORT:
County Manager Katherine Cathey thanked the Board for the adoption of the FY25
Budget. She expressed thanks to county staff for all the great teamwork in pulling together
this year. She stated a lot of hard work was put into the budget. She stated that she wanted
to commend the Finance Department, Amy and Tracy especially, for getting us to where
we are this morning. She stated that the next Board of Commissioners meeting is
scheduled for July 15, 2024.
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June 17, 2024
54
COMMISSIONER REPORT/COMMENTS:
Commissioner Palmer reported that he did a consultation by telephone call on
Thursday of last week with CCR Consultants, and they stated that they would be at DSS
next week to consult with some of the employees.
Commissioner Thomas expressed thanks to the finance staff for their hard work
that was put into the budget.
Commissioner Puryear had no report.
CLOSED SESSION
A motion was made by Commissioner Palmer and carried 4-0 to enter into Closed
Session at 10:38 a.m. per General Statute 143-318.11(a)(3) for the purpose to consult with
the county attorney in order to preserve the attorney-client privilege with the following
individuals permitted to attend: County Manager Katherine Cathey, Clerk to the Board
Michele Solomon, County Attorney T.C. Morphis, Jr., Health Director Janet Clayton,
Environmental Health Services Supervisor Bonnie Holt, and Economic Development
Director Brandy Lynch.
Chairman Powell called the Closed Session to order at 10:42 a.m.
A motion was made by Commissioner Puryear and carried 4-0 to return to open
session at 11:40 a.m.
A motion was made by Commissioner Puryear and carried 4-0 to authorize the
County Manager to complete a budget amendment to transfer funds from contingency to
legal services in the amount of $20K.
ADJOURN:
A motion was made by Commissioner Puryear and carried 4-0 to adjourn the meeting at
11:42 a.m.
_____________________________ ______________________________
Michele Solomon Gordon Powell
Clerk to the Board Chairman
(Draft Board minutes are subject to Board approval).
68
7/15/2024
Dept./Acct No.Department Name Amount
Incr / (Decr)
EXPENDITURES General Fund
General Government 598,820
Contingency (598,820)
Explanation:
Account Number Account Description
$Revenues
incr. (decr.)
(cr.) dr.
$Expenditures
incr. (decr.)
dr. (cr.)
1009910-499300 Contingency-Prop & Liab Ins (591,820)
1004122-445000 Human Resources-Insurance (General) 591,820
1009910-499300 Contingency-Prop & Liab Ins (7,000)
1004122-445000 Human Resources-Insurance (Airport) 7,000
Totals - -
BUDGET AMENDMENT #1
Transfer from Contingency/Property and Liability (-$598,820) to Human Resources ($598,820) to cover the
FY25 property and liability insurance renewal payments.
BUDGET ADJUSTMENT DETAIL
69
7/15/2024
Dept./Acct No.Department Name Amount
Incr / (Decr)
EXPENDITURES Capital Improvement Project Fund
County Projects 5,365,206
School Projects 1,117,000
PCC Projects 225,000
REVENUES Capital Improvement Project Fund
Intergovernmental Revenues 81,000
Other Revenues 1,835,000
Transfer from Other Funds 2,191,206
Fund Balance Appropriation 2,600,000
Explanation:
Account Number Account Description
$Revenues
incr. (decr.)
(cr.) dr.
$Expenditures
incr. (decr.)
dr. (cr.)
41020-380328 E911 Telephone Board Funds-Virtual Infr Upgrades 81,000
41020-341320 Contrib-PCC for CPCW Acquisition 1,835,000
41070-398021 Transfer from Fund 210-ARP Funds 880,000
41070-398021 Transfer from Fund 210 1,311,206
41090-399991 CIP Fund-FBA 2,600,000
4104260-561780 Virtual Infrastructure Upgrades 523,000
4104260-560950 HR Software-NeoGov 64,542
4104260-561790 Improvements-Human Services Building 2,000,000
4104260-561800 Local Contingency-2024 LOBs 309,168
4104260-561810 Replace Windows-PCOB 525,000
4104260-561670 EMS Station North 110,000
4104260-561830 Emg Svcs Bldg Safety/Security Upgrades 54,400
4104260-561840 ESI Rapid Response Units (RRU) 241,206
4104260-561850 Railroad Trails Project-Local Match 480,000
4104260-561860 ADA Restrooms-Kirby 220,000
4104260-561870 ADA Elevator-Kirby 350,000
4104260-561880 ADA Repairs/Updates-Kirby 160,000
4104260-561890 ADA Accessible Playground-Huck Sansbury 150,000
4104260-561900 Addt'l RV Sites-Mayo Park 55,890
4104260-561910 ADA Accessible Playground Updates 65,000
4104260-560940 P&R-Athletic field light/poles 57,000
4105921-580107 PCC-Exterior Improvements 150,000
4105921-580108 PCC-IT Systems 75,000
4105911-558660 Schools-Local Contingency-2023 LOBs 340,000
4105911-558690 Schools-Asbestos & Lead Paint Abatement 100,000
4105911-558705 Schools-Helena/Stories Creek Water Heat Pumps 300,000
4105911-558710 Schools-SMS-Roof Top HVAC Units 100,000
4105911-558720 Schools-Replace Water Fountains-All Schools 97,000
4105911-558730 Schools-NMS, Woodland & PHS-Replace Intercoms 60,000
4105911-558740 Schools-Helena-Replace Floor Tiles 70,000
4105911-558750 Schools-NMS Roof Top HVAC Unit 50,000
Totals 6,707,206 6,707,206
BUDGET AMENDMENT #2
Appropriating new CIP projects that were approved by the Board of Commissioners for FY25 ($6,707,206).
BUDGET ADJUSTMENT DETAIL
BA-2-CIP (New)70
71
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73
74
75
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AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Person County Schools Request for Distributions from the North Carolina
Education Lottery Public School Building Repair & Renovation Fund
Summary of Information: The school system requests approval of three project applications that
are based on their Facility Needs Study and would be funded by the Public School Building Repair
& Renovation Fund. This fund was established by S.L. 2021-180, Section 4.4.(a1), which provides
revenue to counties for school repair and renovation projects.
As with the Public School Building Capital Fund, the applications require approval by both the
Board of Education and Board of Commissioners before submittal to the Department of Public
Instruction (DPI). Once approved, they must be executed by the chair of each board. The Board of
Education approved the attached applications at their meeting on June 13, 2024, and they are now
before the Board of Commissioners for consideration.
The three project requests are as follows:
1. North End, South Elementary and Earl Bradsher Preschool – abatement and replacement of
floor tiles and water fountains…$200,000
2. Oak Lane Elementary – update HVAC, renovate bathrooms, replace water fountains and
gym flooring…$300,000
3. Oak Lane Elementary – renovate classroom facilities to include painting, abatement,
replacement of flooring, lighting and ceiling lay-ins…$300,000
Recommended Action: Approve applications for the three requested projects to be submitted to
the Department of Public Instruction.
Submitted By: Amy Wehrenberg, CFO
78
79
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81
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Contract for School Nursing Services between Person County and Person
County School System
Summary of Information: Since 2011 due to NCHB200 SL 2011-145 Section 10.22(a), the
Person County Health Department (PCHD) has received funds designated for three school nurse
positions. Since that time, the county has entered into a contract with Person County Schools (PCS)
each year to fund three school nurse positions. PCHD receives monthly invoices from PCS, which
allows PCHD to access the State funds and in turn reimburse PCS for the expenses. The maximum
allowed expenses are $150,000. Additionally, there are accountability deliverables that must be
submitted by PCS to both PCHD and the North Carolina Division of Public Health. These
deliverables are set forth in the contract and in the “Division of Public Health Agreement Addendum
803”.
Recommended Action: Approve the Contract for Nursing Services between Person County and
Person County School System
Submitted By: Janet Clayton, Health Director
82
1
Contract for School Nursing Services
This contract for school nursing services (“Contract”) is made and entered into this 27th day of
June, 2024, between Person County, which operates the Person County Health Department
(“County” or “Department”) and the Person County Board of Education (“Board”), which
operates the Person County Schools (“PCS” or “District”).
WHEREAS both parties agree that the purpose of providing school nursing services is to
promote the health, well-being and readiness to learn of all students in the District;
WHEREAS both parties agree that the School Nurse Funding Initiative (“SNFI”) enacted by
North Carolina General Statute Section 130A-4.3 is to improve the school nurse to student ratio
in the District; and
WHEREAS both parties agree to continue providing services as specified in the 2024-2025
Memorandum of Agreement between the Person County Health Department and the Person
County Schools (“MOA”);
NOW, THEREFORE, in consideration of the mutual promises set forth in the Contract, the
parties do mutually agree as follows:
1. Obligations of Department.
1.1 The Department agrees to provide funds not to exceed one hundred fifty thousand
dollars and zero cents ($150,000.00) to the District to provide three (3) nationally
certified school nurses to provide school nursing services for a period of ten (10)
months during the 2024-2025 school year. The funds will be used only for
salaries, benefits and continuing education costs, as outlined in the projected
budget, attached to this Contract as Exhibit A.
1.2 The Department agrees that the District shall have the right to select the school
nurses for employment whose positions are funded pursuant to this Contract and
to supervise and control the activities of each school nurse whose position is
funded pursuant to this Contract.
2. Obligations of District.
2.1 The District agrees to utilize the projected budget, attached to this Contract as
Exhibit A, for salaries, benefits and continuing education costs for three (3) full-
time school nurse positions. The District agrees that each school nurse whose
position is funded according to this budget will be employed to provide school
nursing services for a period of ten (10) months during the 2024-2025 school year
and that each nurse is a nationally certified school nurse.
2.2 The District agrees that the funds provided by the Department pursuant to this
Contract will not be used to supplant existing federal, state, or local funds
supporting school nurse positions and that it will maintain its current level of
83
2
effort and funding for school nurses. The District agrees that if salaries and
benefits for the 3 positions funded pursuant to this Contract exceed the $150,000
allocation, local funds will be used.
2.3 The District agrees that each school nurse funded pursuant to this Contract will
maintain current certification and/or licensure as a nationally certified school
nurse and as a registered nurse in good standing with the North Carolina Board of
Nursing. The District further agrees that all school nursing services provided
pursuant under this Contract will be provided in a professional and ethical manner
and in accordance with standards established by the North Carolina Nurse
Practice Act, North Carolina Board of Nursing regulations, the current edition of
the North Carolina School Health Program Manual, and all other applicable
federal and state law, policies, rules and regulations.
2.4 The District agrees to provide adequate space, computer equipment and supplies
for the school nurse positions funded in accordance with this Contract at a level
comparable to the support provided to all school nurses employed by the District.
2.5 The District agrees that school nurses funded pursuant to this Contract shall not
assist in any instructional or administrative duties associated with the District’s
curriculum and shall perform all of the duties with respect to school health
programs specified in state law, including, but not limited to, the following:
a. Serve as coordinator of the health services program and provide nursing
care;
b. Provide health education to students, staff, and parents;
c. Identify health and safety concerns in the school environment and promote
a nurturing school environment;
d. Support healthy food services programs;
e. Promote healthy physical education, sports policies, and practices;
f. Provide health counseling, assess mental health needs, provide
interventions, and refer students to appropriate school staff or community
agencies;
g. Promote community involvement in assuring a healthy school and serve as
school liaison to a health advisory committee;
h. Provide health education and counseling and promote healthy activities
and a healthy environment for school staff; and
i. Be available to assist the county health department during a public health
emergency.
2.6 The District agrees that each school nurse funded pursuant to this Contract shall
submit to the Department
a. a written work plan, no later than thirty (30) calendar days after the first
student day of school. The plan shall address delivery of basic health
services, including activities, strategies and goals, within, but not limited
to, the following areas:
1. Preventing and responding to communicable disease outbreaks;
84
3
2. Developing and implementing plans for emergency medical
assistance for students and staff;
3. Supervising specialized clinical services and associated health
teaching for students with chronic conditions and other special
health needs;
4. Administering, delegating where appropriate, and providing
oversight and evaluation of medication administration and
associated health teaching for other school staff who provide this
service;
5. Providing or arranging for routine health assessments, such as
vision, hearing, or dental screening, and follow-up of referrals; and
6. Assuring that state and federally mandated health related activities
are completed (e.g., Kindergarten Health Assessments,
Immunization Status Report, blood-borne pathogen control plan
(OSHA) requirements, etc.).
b. a mid-year review of progress toward achieving goals in the work plan, by
January 31, if hired at start of school year, or within ninety (90) days of
hire, if hired at a date different from start of school year.
c. using a report form provided by the Department, an annual report
addressing the overall progress toward meeting the work plan outcomes,
no later a week after the last student day of school, or prior to resignation
if nurse resigns prior to the end of the school year.
2.7 The District agrees to notify the Department within four (4) business days of any
vacancy (i.e., termination, resignation, and/or retirement) in any school nurse
position that is funded pursuant to this Contract. In the event of such vacancy, the
District agrees to submit to the Department, within fifteen (15) business days of
the vacancy, a recruitment plan for the vacant position. The District further
agrees to notify the Department, within four (4) business days after the official
hire date of the replacement school nurse for a vacant position. The District
agrees to make all reasonable efforts to ensure that the replacement school nurse
is a nationally certified school nurse or a registered nurse who is working towards
such certification. If the replacement school nurse is not nationally certified at the
time of hire, the District agrees to submit a certification plan to the Department
within fifteen (15) business days of the official hire date, including timelines for
achieving education and certification goals. The plan should be submitted to the
regional school nurse consultant within thirty (30) days of hire. Finally, the
District agrees that any replacement school nurse will be provided with paid time
and reimbursement of costs associated with attendance or participation in
continuing education, at the same level of cost reimbursement provided to other
professional school employees and will budget up to seven hundred fifty dollars
and zero cents ($750.00) for participation in workshops or conferences, if funds
are available. Any replacement school nurse must participate in School Nursing:
Roles and Responsibilities, an Orientation Workshop, unless previously attended;
if funds are available and if the nurse has previously attended that workshop, the
District assures that the school nurse will be allowed to participate in a School
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Nurse Certification review course, Pediatric Physical Assessment for School
Nurses Workshop, School Nurse Role in Emergency Care Workshop, and/or
Annual School Nurse Conference.
3. Term. The Contract will be in effect from the date it is executed or from July 1, 2024,
whichever is later, until June 30, 2025, unless sooner terminated as herein provided.
4. Termination. Either party may terminate the Contract at any time in its complete
discretion upon thirty (30) calendar days’ notice in writing to the other party prior to the date of
termination. Upon written notice of termination, all finished or unfinished documents and other
materials produced by either party pursuant to this Contract shall, at the request of the other
party, be turned over to the requesting party.
5. Terms and Methods of Payment. The District shall submit to the Department monthly
invoices that specify the number of nurses engaged and other allowable costs, including, but not
limited to, benefits and continuing education costs. The Department shall pay the District within
thirty (30) days of receipt of the invoice.
6. Contract Funding. It is understood and agreed between the Department and the District
that any District payment obligation under this Contract for any funds other than the funds
provided by the Department as indicated in Exhibit A is contingent upon the availability of
appropriated funds from which payment for Contract purposes can be made.
7. Records and Confidentiality of Student Information. The Department agrees that all
student records or information contained in student records that may be obtained or created by its
officers, employees, or agents under this Contract shall be subject to the confidentiality and
disclosure provisions of applicable federal and state statutes and regulations, and the Board’s
policies. The Department shall not forward to any party other than the parent or the Board any
student record or information obtained from a student record, including, but not limited to, the
student’s identity, without the written consent of the student’s parent. Upon termination of this
Contract, the Department shall turn over to the Board all student records or information about
students obtained by the Department while providing services under this Contract. The term
“student records” has the same definition under this Contract as the term “education records”
does in the Family Educational Rights and Privacy Act (“FERPA”), 20 U.S.C. §1232g et seq.
8. Relationship of Parties. The Department and the District shall be Independent
Contractors and nothing herein shall be construed as creating a partnership or joint venture
between the parties; nor shall any employee of either party be construed as an employee, agent,
or principal of the other party.
9. Assignment. The Department shall not assign, subcontract, or otherwise transfer any
interest in this Contract without the prior written approval of the Board.
10. Contract Modifications. This Contract may be amended only by written amendments
duly executed by and between the Department and the Board.
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5
11. North Carolina law. North Carolina law will govern the interpretation and construction
of the Contract.
12. Order of Precedence. The parties do hereby agree that in the event of conflict between
the terms and conditions of this Contract and the terms and conditions in any agreement entered
into between the parties at the same time as or prior to this Contract, the terms and conditions of
this Contract shall prevail.
13. Entire Agreement. This Contract, including the budget used in connection herewith and
any other document(s) expressly incorporated by reference as a part of this Contract, constitutes
and expresses the entire agreement and understanding between the parties concerning the subject
matter of this Contract. This Contract supersedes all prior and contemporaneous discussions,
promises, representations, agreements and understandings relative to the subject matter of this
Contract. To the extent that there may be any conflict between the four corners of this Contract
and other documents incorporated by reference herein, the terms of this Contract will control.
14. Severability. If any provision of this Contract shall be declared invalid or unenforceable,
the remainder of the Contract shall continue in full force and effect.
[SIGNATURE BLOCK ON FOLLOWING PAGE]
87
6
IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year
indicated below.
COUNTY OF PERSON
_____________________ _______________________________________
Date Janet Clayton, Health Director
Person County Health Department
_____________________ _______________________________________
Date Katherine Cathey
County Manager
_____________________ _______________________________________
Date Gordon Powell
Chairperson, Person County Board of Commissioners
_____________________ _______________________________________
Date T. C. Morphis, Jr.
County Attorney
PERSON COUNTY BOARD OF EDUCATION
_____________________ _______________________________________
Date Freda Tillman, Chairperson
Attest:
Rodney Peterson, Ed.D.
Superintendent/Secretary
This instrument has been pre-audited in the manner required by the Local Government Budget
and Fiscal Control Act and by the School Budget and Fiscal Control Act.
_____________________ ________________________________________
Date Amy Wehrenberg
Finance Director, Person County
_____________________ ________________________________________
Date Julie Masten, Assistant Superintendent of Finance/Finance Officer
Person County Schools
88
1
Exhibit A - Budget
I. SALARIES
Position Title Name * Annual
Salary
Type
Position
Amount
Paid by
District
Amount
Paid by
State
Contract
1. Nurse 1 Michelle
Barnette
$48,440
Ƒ 12-
month
Ƒ 11-
month
x 10-
month
$0
$48,440
2. Nurse 2 Casey Carver $48,440 Ƒ 12-
month
Ƒ 11-
month
x 10-
month
$0 $48,440
3. Nurse 3 Melody Moore $52,970 Ƒ 12-
month
Ƒ 11-
month
x 10-
month
$0 $52,970
TOTAL SALARY PAID BY CONTRACT $0 $149,850
89
2
II. BENEFITS
III. Positio
n Title
Name * Type and Rate Amount
Paid by
District
Amount
Paid by
the State
Contract
1. Nurse 1 Michelle
Barnette
Ƒ5HWLUHPHQW Rate :
24.19%
$11,568 $150
Ƒ),&$ Rate:
7.65%
$3,706
Ƒ0HGLFDO Amt:
$8,095
$8,095
Ƒ2WKHU 6XSSOHPHQW
Rate: 10%
$4,844
2. Nurse 2 Casey Carver Ƒ5HWLUHPHQW Rate :
24.19%
$11,718
Ƒ),&$ Rate:
7.65%
$3,706
Ƒ0HGLFDO Amt:
$8,095
$8,095
Ƒ2WKHU 6XSSOHPHQW
Rate: 10%
$4,844
3. Nurse 3 Melody
Moore
Ƒ5HWLUHPHQW Rate :
24.19%
$12,813
Ƒ),&$ Rate:
7.65%
$4,052
Ƒ0HGLFDO Amt:
$8,095
$8,095
ƑOther: Supplement
Rate: 10%
$5,297
TOTAL
FRINGE PAID
BY
CONTRACT
$86,833 $150
*Benefit amounts may change due to longevity, etc. that the employee may be eligible for
during the school year.
III. Other
STAFF TRAVEL 0.00
Conference
Registration
0.00
TRAINING PAID BY CONTRACT (If no funds available after covering
salary and fringe for these positions, leave at 0.00; if funds available,
amount is limited to a total of $750 per position.)
0.00
CONTRACT TOTAL AMOUNT $150,000
90
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93
94
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Resolution Authorizing Execution of Opioid Settlements and Approving the
Second Supplement Agreement for Additional Funds
Summary of Information: The NC Department of Justice recently negotiated an additional $1.37
billion national settlement with Kroger, which owns and operates Harris Teeter supermarkets in
North Carolina. As a result of this settlement, the North Carolina state and local governments that
are receiving opioid settlement funds stand to receive an additional $40 million above and beyond
the roughly $1.4 billion from previously approved opioid settlements and bankruptcy resolutions. To
receive the settlement funds, each board of county commissioners must approve a resolution joining
the settlement. Approving the resolution will authorize county staff to sign the settlement paperwork.
The Kroger settlement will result in an additional $137,518.58 to Person County. When combined
with the Wave One amount of $2.596 million and the Wave Two amount of $2.078 million, Person
County is expected to receive a total of $4.694 million in opioid settlement funds over a 16-year
period.
On Oct. 3, 2022, the Board of Commissioners established an Opioid Settlement Advisory Committee
charged with discussing opioid-related health concerns and issues impacting the residents of Person
County; advising the Board of Commissioners on options to expend funds to remedy opioid impacts;
and planning and hosting an annual meeting open to the public to receive input on proposed uses of
the settlement funds and to encourage collaboration between local governments.
On April 15, 2024, the Board of Commissioners approved the committee’s first recommended
strategy of a Post-Overdose Response Team, funding the program at $407,517 for a two-year period.
The board also approved the committee’s second recommended strategy of Early Intervention
through Person County Schools, funding the program at $300,000 for a two-year period.
Attached are a letter from Attorney General Josh Stein with additional details, the Resolution
Authorizing Execution of Opioid Settlements and Approving the Second Supplement Agreement for
Additional Funds, and the Second Supplemental Agreement for Additional Funds From Additional
Settlement of Opioid Litigation (“SAAF-2”).
Recommended Action: Approve the resolution authorizing county staff to sign the settlement
paperwork.
Submitted By: Katherine M. Cathey, County Manager
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JOSH STEIN
ATTORNEY GENERAL
June 27, 2024
Dear County Commissioners, Managers, and Attorneys:
I am writing with an update in our collective fight to address the opioid epidemic and save lives – along
with a request for you to take action to secure additional opioid settlement funds so that we can
continue this important work.
In the wake of litigation filed by state and local governments in North Carolina and across the country,
my team and I helped negotiate more than $50 billion in national opioid settlements, including $1.4
billion for North Carolina that is already flowing to the state, all 100 counties, municipalities of over
75,000 people, and municipalities that engaged in litigation against opioid defendants.
As you may have heard from my team over the past few weeks, we recently negotiated an additional
$1.37 billion national settlement with Kroger, which owns and operates Harris Teeter supermarkets in
North Carolina. As a result of this settlement, the North Carolina state and local governments that are
receiving opioid settlement funds stand to receive an additional $40 million above and beyond the
roughly $1.4 billion from previously approved opioid settlements and bankruptcy resolutions.
As with prior opioid settlements, North Carolina will receive its full share of payments from the Kroger
settlement only if all relevant local governments, including your county, sign onto the settlement. And
Kroger will agree to finalize the settlement only if a sufficient number of local governments across North
Carolina and the nation sign on.
To that end, the national administrator, Rubris, has emailed your county manager or attorney (or other
senior staff your county identified in the course of approving prior settlements), inviting your county to
sign onto the Kroger settlement as well as a supplement to the North Carolina Memorandum of
Agreement (“MOA”) on the allocation, use, and reporting of funds from opioid settlements.
This MOA supplement is called the “Second Supplemental Agreement for Additional Funds from
Additional Settlement of Opioid Litigation” or “SAAF-2” for short. It provides that the bulk of North
Carolina’s money from the Kroger settlement will go to counties, municipalities of over 75,000 people,
and those that engaged in litigation against opioid defendants to address the opioid crisis. The SAAF-2
extends to the Kroger settlement the basic terms of the MOA governing prior opioid settlements. Like
the MOA, the SAAF-2 has the support of my office, the North Carolina Association of County
Commissioners (NCACC), and the North Carolina League of Municipalities (NCLM).
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Opioid Settlement Letter – Page 2
August 12, 2024 is the deadline to sign onto the Kroger settlement and SAAF-2. To assist you in
meeting this deadline, we are pleased to share a draft resolution template that your county board may
adopt to authorize signing onto the Kroger settlement and SAAF-2. The draft resolution template is
available HERE on the “Opioid Settlements Assistance” page of the NCACC website. I encourage your
county to adopt its authorizing resolution and execute the Kroger settlement and SAAF-2 as soon as
possible so that North Carolina can help build national momentum in support of the settlement. (Note
that in some instances, prior resolutions passed by your county board may be sufficiently broad to
authorize signing onto the Kroger settlement and SAAF-2. You may wish to consult your county attorney
to see if this is the case.)
I’m proud that the strong partnership between the state and local governments in North Carolina – and
the NC Association of County Commissioners – has produced 100% local government participation in
prior opioid settlements. This enabled the state and participating local governments to receive 100% of
our collective share of the national settlement funds.
We are hoping to achieve the same unanimous approval of the Kroger settlement. Assuming a high level
of participation by local governments across North Carolina and the country, and final approval of the
settlement by Kroger, North Carolina should start receiving money from the settlement during Fiscal
Year 2024-25. These funds will be in addition to the money our state is already projected to receive from
prior opioid settlements. The maximum amount that your county is projected to receive from the Kroger
settlement is available HERE on the “Kroger Settlement” page. The amount your county is projected to
receive from ALL prior opioid settlements combined is available HERE on the Community Opioid
Resources Engine (CORE-NC), our award-winning opioid settlement dashboard (and this page will
eventually be updated to include the Kroger dollars once the Kroger settlement is finalized).
For more information, I encourage you to visit the “Opioid Settlements” section of DOJ’s
www.MorePowerfulNC.org website. You will find additional tools, resources, and information about the
opioid settlements on the Community Opioid Resources Engine (CORE-NC)
(https://ncopioidsettlement.org/). Finally, NCACC’s outstanding Opioid Settlement Technical Assistance
Team (“OSTAT”) has created and shared an invaluable set of materials and supports HERE on the “Opioid
Settlements Assistance” page of the NCACC website.
If your county has filed a lawsuit against opioid defendants, information about the Kroger settlement
has also been provided to your outside counsel, with whom we encourage you to consult, along with
your county attorney. If you have questions for my team about the settlement, please do not hesitate
to email us at opioidsettlement@ncdoj.gov.
Thank you for your consideration and partnership in this ongoing effort to save lives and improve the
health and well-being of North Carolina residents impacted by the opioid crisis.
Sincerely,
Josh Stein
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RESOLUTION BY THE COUNTY OF PERSON
AUTHORIZING EXECUTION OF OPIOID SETTLEMENTS AND APPROVING THE
SECOND SUPPLEMENTAL AGREEMENT FOR ADDITIONAL FUNDS
WHEREAS, the opioid overdose epidemic has taken the lives of more than 37,000 North
Carolinians since 2000; and
WHEREAS, the COVID-19 pandemic has compounded the opioid overdose crisis, increasing
levels of drug misuse, addiction, and overdose death; and
WHEREAS, the Centers for Disease Control and Prevention estimates the total economic
burden of prescription opioid misuse alone in the United States is $78.5 billion a year, including the
costs of healthcare, lost productivity, addiction treatment, and criminal justice involvement; and
WHEREAS, certain counties and municipalities in North Carolina joined with thousands of local
governments across the country to file lawsuits against opioid manufacturers, pharmaceutical distribution
companies, and chain drug stores to hold those companies accountable for their misconduct; and
WHEREAS, a settlement has been reached in litigation against the Kroger Co. (“Kroger”) as
well as its subsidiaries, affiliates, officers, and directors named in the Kroger Settlement; and
WHEREAS, representatives of local North Carolina governments, the North Carolina
Association of County Commissioners, and the North Carolina Department of Justice have negotiated
and prepared a Second Supplemental Agreement for Additional Funds (SAAF-2) to provide for the
equitable distribution of the proceeds of these settlements; and
WHEREAS, by joining the settlements and approving the SAAF-2, the state and local
governments maximize North Carolina’s share of opioid settlement funds to ensure the needed
resources reach communities, as quickly, effectively, and directly as possible; and
WHEREAS, it is advantageous to all North Carolinians for local governments, including Person
County and its residents, to sign onto the settlements and SAAF-2 and demonstrate solidarity in
response to the opioid overdose crisis, and to maximize the share of opioid settlement funds received
both in the state and this county to help abate the harm; and
WHEREAS, the SAAF-2 directs substantial resources over multiple years to local governments
on the front lines of the opioid overdose epidemic while ensuring that these resources are used in an
effective way to address the crisis;
NOW, THEREFORE BE IT RESOLVED, that the Board of Commissioners of Person County
hereby authorizes the County Manager (or County Attorney) to execute all documents necessary to enter
into opioid settlement agreements with Kroger, to execute the SAAF-2, and to provide such documents
to Rubris, the Implementation Administrator.
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Adopted this the _______ day of _______________, 2024.
__________________________________________
Gordon Powell, Chairman
Person County Board of Commissioners
ATTEST:
________________________________
Michele Solomon, Clerk to the Board
SEAL
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FINAL BUT UNOFFICIAL TEXT – DO NOT SIGN THIS VERSION
Second Supplemental Agreement for Additional Funds
From Additional Settlement of Opioid Litigation (“SAAF-2”)
I. PURPOSE
The purpose of this Second Supplemental Agreement for Additional Funds (“SAAF-
2”) is to direct Kroger Funds from the Kroger Settlement to the state of North
Carolina and local governments in a manner consistent with the 2021
Memorandum of Agreement (“MOA”) Between the State of North Carolina and
Local Governments on Proceeds Relating to the Settlement of Opioid Litigation
(finalized in 2022) as well as the 2023 Supplemental Agreement for Additional
Funds From Additional Settlements of Opioid Litigation (“SAAF”), which govern the
distribution of Opioid Settlement Funds to the State and its Local Governments.
This SAAF-2 does not change the scope or meaning of the MOA or SAAF with
respect to Opioid Settlement Funds governed by the MOA or Additional Funds
governed by the SAAF, respectively. Instead, this SAAF-2 applies the terms of the
MOA – with certain clarifications noted below – to the Kroger Funds from the
Kroger Settlement described below.
II. SCOPE
A. Scope of the MOA. Under the terms of the MOA, the MOA governs Opioid
Settlement Funds from:
1. The National Settlement Agreement with the drug distributors
Cardinal, McKesson, and AmerisourceBergen and the drug maker
Johnson & Johnson and its subsidiary Janssen Pharmaceuticals; and
2. The Bankruptcy Resolution with Mallinckrodt; the Bankruptcy
Resolution with Endo; any Bankruptcy Resolution with Purdue; and
any other Bankruptcy Resolution as the term “Bankruptcy Resolution”
is defined in the MOA.
B. Scope of the SAAF. The SAAF governs Additional Funds from the Additional
Settlements with Additional Settling Defendants Walmart, Inc., Teva
Pharmaceutical Industries Ltd., Allergan Finance, LLC, Allergan Limited,
CVS Health Corporation, CVS Pharmacy, Inc., and Walgreen Co., as well as
their subsidiaries, affiliates, officers, and directors named in the Additional
Settlements.
C.This SAAF-2 governs Kroger Funds from the Kroger Settlement as described
below.
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2
III. APPLICATION OF THE MOA TO THE KROGER SETTLEMENT
AND FUNDS
The MOA, which is incorporated herein by reference, governs the Kroger Settlement
and Kroger Funds in every respect, except as set forth hereinbelow. In the event of
any conflict between the MOA and this SAAF-2, with respect to the Kroger
Settlement and Kroger Funds, the provisions of this SAAF-2 shall take precedence.
A. Definitions.
1. The definitions used in the MOA and the SAAF are incorporated by
reference into this SAAF-2.
2. “Kroger” means the Kroger Co., as well as its subsidiaries, affiliates,
officers, and directors named in the Kroger Settlement.
3. “Kroger Funds” means all funds allocated by the Kroger Settlement to
the State or Local Governments for purposes of opioid remediation
activities, as well as any repayment of those funds and any interest or
investment earnings that may accrue as those funds are temporarily
held before being expended on opioid remediation strategies. Not
included are funds made available in the Kroger Settlement for the
payment of the Parties’ litigation expenses or the reimbursement of the
United States Government.
4. “Kroger Settlement” means a national opioid settlement agreement
with the Parties and Kroger concerning alleged misconduct in
manufacture, marketing, promotion, distribution, or dispensing of an
opioid analgesic.
5. “Local Counsel” means legal counsel and law firms who have a
principal office in North Carolina and represented one or more North
Carolina counties and municipalities in litigation against one or more
Additional Settling Defendant or Kroger concerning opioids.
6. “National Counsel” means legal counsel and law firms who have a
principal office outside of North Carolina and represented various
North Carolina counties and municipalities in litigation concerning
opioids against one or more Settling Defendant, Additional Settling
Defendant, or Kroger.
7. “Required Local Governments” means all North Carolina counties and
municipalities that have filed litigation against any of the Settling
Defendants, Additional Settling Defendants, or Kroger.
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B. Allocation of Additional Funds
1. Method of distribution. Pursuant to the Kroger Settlement, Kroger
Funds shall be distributed directly to the State, Local Governments,
and Local Counsel for such uses as set forth in the MOA and this
SAAF-2, provided Kroger Funds shall not be considered funds of the
State, any Local Governments, or any Local Counsel unless and until
such time as each distribution is made.
2. Overall allocation of funds. Kroger Funds shall be allocated as follows
with respect to each payment from Kroger: (i) 15% directly to the State
(“State Kroger Abatement Fund”), (ii) 84.62% to abatement funds
established by Local Governments (“Local Kroger Abatement Funds”),
and (iii) 0.38% to a Local Counsel Fee Fund described in section IV of
this SAAF-2.
3. The allocation of Local Kroger Abatement Funds between Local
Governments shall be as described in MOA section B.3. However, to
the extent required by the terms of the Kroger Settlement, the
proportions set forth in MOA Exhibit G shall be adjusted: (i) to provide
no payment from the Kroger Settlement to any listed county or
municipality that does not participate in the Kroger Settlement; and
(ii) to provide a reduced payment from the Kroger Settlement to any
listed county or municipality that signs onto the Kroger Settlement
after the deadline specified by the Kroger Settlement.
4. Municipal allocations of Local Kroger Abatement Funds shall be as
described in MOA section B.4. Consistent with the manner in which
MOA section B.4.b has been interpreted by the parties to the MOA
with respect to Opioid Settlement Funds, a municipality that directs
Local Kroger Abatement Funds to the county or counties in which it is
located pursuant to MOA section B.4 shall be relieved of any reporting
or other obligations under the MOA with respect to the redirected
funds.
5. The use of Kroger Funds for opioid remediation activities shall be as
described in MOA section B.5.
6. All Parties acknowledge and agree the Kroger Settlement will require
a Local Government to release all its claims against Kroger to receive
Kroger Funds. All Parties further acknowledge and agree based on the
terms of the Kroger Settlement, a Local Government may receive funds
through this SAAF-2 only after complying with all requirements set
forth in the Kroger Settlement to release its claims.
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C. Payment of Litigating and Non-Litigating Parties
No party engaged in litigating the MDL Matter shall receive a smaller
payment than a similarly situated non-litigating Party, other than as
based on the Allocation Proportions in MOA Exhibit G.
D. Special Revenue Fund
Every Local Government receiving Kroger Funds shall either (1)
deposit the Kroger Funds in the special revenue fund that the Local
Government created for Opioid Settlement Funds pursuant to MOA
section D.1 and/or Additional Funds pursuant to SAAF section D.1 or
(2) create a separate special revenue fund as described in MOA section
D.1 that is designated for the receipt and expenditure of the Kroger
Funds. In either case, every Local Government receiving Kroger
Funds shall abide by MOA section D and other relevant provisions of
the MOA with respect to the Kroger Funds in the special revenue fund.
E. Opioid Remediation Activities
1. Local Governments shall expend Kroger Funds according to the
requirements for Opioid Settlement Funds stated in MOA section E.
2. The coordination group established by MOA section E.7 and described
in MOA Exhibit D shall have the same responsibilities with respect to
remediation activities funded by Kroger Funds and related
requirements and procedures that it has with respect to the Opioid
Settlement Funds covered by the MOA.
F. Auditing, Compliance, Reporting, and Accountability
1. The Auditing, Compliance, Reporting, and Accountability provisions
stated in MOA section F shall apply to Kroger Funds in the way they
apply to Opioid Settlement Funds.
2. The coordination group established by MOA section E.7 and described
in MOA Exhibit D shall have the same responsibilities with respect to
auditing, compliance, reporting, and accountability provisions relating
to Kroger Funds that it has with respect to the Opioid Settlement
Funds covered by the MOA.
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G. Effectiveness
1. When this SAAF-2 takes effect. This SAAF-2 shall become effective at
the time a sufficient number of Local Governments have joined the
SAAF-2 to qualify the SAAF-2 as a State-Subdivision Agreement
under the Kroger Settlement. If this SAAF-2 does not thereby qualify
as a State-Subdivision Agreement, this SAAF-2 will have no effect.
2. Amendments to the SAAF-2.
a. Amendments to conform to final national documents. The
Attorney General, with the consent of a majority vote from a
group of Local Government attorneys appointed by the
Association of County Commissioners, may initiate a process
to amend this SAAF-2 to make any changes required by the
final provisions of the Kroger Settlement. The Attorney
General’s Office will provide written notice of the necessary
amendments to all the previously joining parties. Any
previously joining party will have a two-week opportunity to
withdraw from the SAAF-2. The amendments will be effective
to any party that does not withdraw.
b. Coordination group. The coordination group may make the
changes to the SAAF-2 described and authorized in MOA
Exhibit D.
c. No amendments to allocation between Local Governments.
Notwithstanding any other provision of this SAAF-2, the
allocation proportions set forth in MOA Exhibit G may not be
amended.
d. General amendment power. After execution, the coordination
group may propose other amendments to the SAAF-2, subject
to the limitation in Section G.2.c of this SAAF-2. Such
amendments will take effect only if approved in writing by the
Attorney General and at least two-thirds of the Local
Governments who are Parties to this SAAF-2. In the vote,
each Local Government Party will have a number of votes
measured by the allocation proportions set forth in MOA
Exhibit G.
3. Acknowledgement. The Parties acknowledge this SAAF-2 is an
effective and fair way to address the needs arising from the public
health crisis due to the misconduct committed by the Pharmaceutical
Supply Chain Participants.
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4. When SAAF-2 is no longer in effect. This SAAF-2 is effective until one
year after the last date on which any (a) Opioid Settlement Funds are
being spent by Local Governments pursuant to the National
Settlement Agreement and any Bankruptcy Resolution, or (b)
Additional Funds are being spent by Local Governments pursuant to
the Additional Settlements, or (c) Kroger Funds are being spent by
Local Governments pursuant to the Kroger Settlement.
5. Application of SAAF-2 to settlements. This SAAF-2 applies to the
Kroger Settlement.
6. Applicable law and venue. Unless required otherwise by the Kroger
Settlement, this SAAF-2 shall be interpreted using North Carolina law
and any action related to the provisions of this SAAF-2 must be
adjudicated by the Superior Court of Wake County. If any provision of
this SAAF-2 is held invalid by any court of competent jurisdiction, this
invalidity does not affect any other provision which can be given effect
without the invalid provision.
7. Scope of this SAAF-2. The Parties acknowledge this SAAF-2 does not
excuse any requirements placed upon them by the terms of the Kroger
Settlement, except to the extent those terms allow for a State-
Subdivision Agreement to do so.
8. No third party beneficiaries. No person or entity is intended to be a
third party beneficiary of this SAAF-2.
9. No effect on authority of parties. Nothing in this SAAF-2 shall be
construed to affect or constrain the authority of the Parties under law.
10.Signing and execution of this SAAF-2. This SAAF-2 may be signed
and executed simultaneously in any number of counterparts, each of
which shall be deemed an original, but all of which together shall
constitute one and the same agreement. A signature transmitted by
facsimile, electronic image, or DocuSign shall be deemed an original
signature for purposes of executing this SAAF-2. Each person signing
this SAAF-2 represents he or she is fully authorized to enter into the
terms and conditions of, and to execute, this SAAF-2, and all necessary
approvals and conditions precedent to execution have been satisfied.
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IV. LOCAL COUNSEL FEE FUND
Local Counsel have reviewed the Kroger Settlement, find it to be equitable, and
recommend their clients execute the Kroger Settlement and this SAAF-2. If (1) all
Local Counsel sign this SAAF-2 whereby they consent to the terms of this SAAF-2
and agree to be legally bound by this SAAF-2, including but not limited to Section IV of
this SAAF-2, and (2) all Required Local Governments agree on or before August 2,
2024 to execute the Kroger Settlement, and dismiss litigation against Kroger (if
applicable), as required by the Kroger Settlement, then each Local Counsel shall be
entitled to receive a portion of the Local Counsel Fee Fund for the Kroger
Settlement, in such proportions as set forth below. If one or more Required Local
Governments does not execute the Kroger Settlement, and dismiss litigation (if
applicable), as required by the Kroger Settlement, then the 0.38% share of Kroger
Funds set forth in Section III.B.2 of this SAAF-2 for the Local Counsel Fee Fund
shall be included in the Local Kroger Abatement Funds, such that 85% of the
Kroger Funds will be allocated to Local Kroger Abatement Funds, and 0% will be
allocated to the Local Counsel Fee Fund.
Local Counsel release all North Carolina counties and municipalities from any
claim regarding the obligation to pay legal fees or costs relating to their
representation of North Carolina counties and municipalities regarding opioid
claims and litigation against Kroger. Local Counsel retain their rights to recover
legal fees from any national legal fee fund established by a national settlement and
to collect any fees due from National Counsel. If one or more National Counsel fails
to release its North Carolina client counties and/or municipalities from any
contractual obligation to pay legal fees or costs relating to their representation of
North Carolina counties and municipalities regarding opioid claims and litigation
against Kroger, as required for National Counsel and Local Counsel to receive a
portion of the national fee funds created by the Kroger Settlement, then the 0.38%
share of Kroger Funds set forth in Section III.B.2 of this SAAF-2 for the Local
Counsel Fee Fund shall be included in the Local Kroger Abatement Funds, such
that 85% of the Kroger Funds will be allocated to Local Kroger Abatement Funds,
and 0% will be allocated to the Local Counsel Fee Fund.
The proportion of the Local Counsel Fee Fund to be received by each Local Counsel
will be the same as for the Local Counsel Fee Fund created by the SAAF. Each
Local Counsel’s release of claims against all North Carolina counties and
municipalities as provided above shall remain in full force and effect regardless of
the proportion of the Local Counsel Fee Fund that any Local Counsel receives.
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FINAL BUT UNOFFICIAL TEXT – DO NOT SIGN THIS VERSION
IN WITNESS WHEREOF, the parties, through their duly authorized officers, have
executed this Second Supplemental Agreement for Additional Funds under seal as
of the date hereof.
By: _____________________________________
Name: __________________________________
Title: ___________________________________
County/City/Town of _____________________
Date: ___________________________________
Commented [MD1]: DocuSign signature goes here
Commented [MD2]: Blanks to be completed.through
DocuSign process.
107
AGENDA ABSTRACT
Meeting Date: July 14, 2024
Agenda Title: Tax Adjustments for June 2024
Summary of Information: Attached please find the tax releases and motor vehicle pending
refunds:
1. June 2024 tax releases.
2. June 2024 North Carolina Vehicle Tax System (NCVTS) pending refunds.
Recommended Action: Accept reports and authorize refunds.
Submitted By: Russell Jones, Tax Administrator
108
RUN DATE: 6/28/2024 3:08 PMRELEASES REPORTPerson CountyNAMEBILL NUMBEROPER DATE/TIMEDISTRICT VALUE AMOUNT2023510197002023-510197 DY:22 PERSONAL PROPERTYMP 1/30/2024 10:00:39 AMHEIN VALERIE JOELLELISTING ADJUSTED PERSONAL PROPERTYC ADVLTAX0.00135.22LISTING ADJUSTED PERSONAL PROPERTYFIREADVLTAX0.009.40GAP BILL - TAGGED IN TX FOR 25 MONTHS UNTAGGED FOR 4 MONTHSTOTAL RELEASES:144.62379713012023-5871 DY:0RP:A54 148SA 2/6/2024 4:00:46 PMAUSTIN ROBERT LEXEMPTION ADDED SW30FFEEFEE 182,592.00 16.00EXEMPTION ADDED FIREADVLTAX 182,592.00 91.30EXEMPTION ADDEDC ADVLTAX 182,592.00 1,319.23EXP REMOVED IN ERRORTOTAL RELEASES: 1,426.5337971301 2023-5871 DY:0RP:A54 148 SA 2/6/2024 4:03:14 PMAUSTIN ROBERT LC ADVLTAX 182,592.00 -1,319.23FIREADVLTAX 182,592.00 -91.30SW30FFEEFEE 182,592.00 -16.00TOTAL RELEASES: -1,426.5337971301 2023-5871 DY:0RP:A54 148 SA 2/6/2024 4:04:17 PMAUSTIN ROBERT LEXEMPTION ADDED FIREADVLTAX 45,000.00 22.50EXEMPTION ADDEDC ADVLTAX 45,000.00 325.13VET EXP REMOVED IN ERROR TOTAL RELEASES: 347.63202250799800 2022-507998 DY:21 PERSONAL PROPERTY SRJ 2/13/2024 10:41:44 AMLIPSCOMB LATOYA DENISEBANKRUPTCY DISCHARGE PER COURT C ADVLTAX 1,590.00 17.17BANKRUPTCY DISCHARGE PER COURT CI50ADVLTAX 1,590.00 15.50TOTAL RELEASES: 32.67202351156200 2023-511562 DY:22 PERSONAL PROPERTY SRJ 3/4/2024 1:24:25 PMPARKER REECE OLIVERLIEN FEE ADJUSTMENT C GARNFEE 0.00 30.00GARNISHMENT FEE DOUBLE CHARGED TOTAL RELEASES: 30.0073691201 2023-39527 DY: PERSONAL PROPERTY SA 3/12/2024 11:56:35 AMKELLEY AMY LYNNLISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 7,209.00 52.09LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 7,209.00 5.21LISTING ADJUSTED PERSONAL PROPERTY FIREADVLTAX 7,209.00 3.60LISTING ADJUSTED PERSONAL PROPERTY FIREPEN FEE 7,209.00 0.36SOLD 2021 JET SKI IN 4/22TOTAL RELEASES: 61.2672414101 2022-39342 DY: PERSONAL PROPERTY SRJ 3/20/2024 3:11:50 PMBANC OF AMERICA LEASING & CAPITALDOUBLE CHARGEDC ADVLTAX 22,507.00 162.05DOUBLE CHARGED FIREADVLTAX 22,507.00 11.25DOUBLE CHARGEDC GARNFEE 22,507.00 60.00LISTED/PAID IN YADKIN COUNTY TOTAL RELEASES: 233.30109
RUN DATE: 6/28/2024 3:08 PMRELEASES REPORTPerson CountyNAMEBILL NUMBEROPER DATE/TIMEDISTRICT VALUE AMOUNT286028012023-70047 DY:23 PERSONAL PROPERTYSRJ 3/21/2024 12:01:42 PMGPM INVESTMENTS LLC/FAST MART 105DOUBLE CHARGEDC BEOFFEE0.005.00DOUBLE CHARGEDC WIOFFEE0.0025.00TOTAL RELEASES:30.00468832012023-39641 DY: PERSONAL PROPERTYSA 4/10/2024 11:11:02 AMGEORGE THOMAS RAYDOUBLE CHARGEDC ADVLTAX 11,713.0084.63DOUBLE CHARGEDC PEN FEE 11,713.008.46DOUBLE CHARGEDFIREADVLTAX 11,713.005.86DOUBLE CHARGEDFIREPEN FEE 11,713.000.59TOTAL RELEASES:99.54234492022023-35977 DY: PERSONAL PROPERTYSA 4/11/2024 11:32:11 AMREAVES ANTHONY GREGLISTING ADJUSTED PERSONAL PROPERTYC ADVLTAX 4,765.0034.43LISTING ADJUSTED PERSONAL PROPERTYC PEN FEE 4,765.003.44LISTING ADJUSTED PERSONAL PROPERTYFIREADVLTAX 4,765.002.38LISTING ADJUSTED PERSONAL PROPERTYFIREPEN FEE 4,765.000.24TOTAL RELEASES:40.49135308012023-70125 DY:23 PERSONAL PROPERTYSRJ 4/16/2024 1:03:50 PMFAMILY DOLLAR STORES NC 32101NO LONGER SELLING ABCC BEOFFEE0.005.00NO LONGER SELLING ABCC WIOFFEE0.0025.00TOTAL RELEASES:30.00234491142014-48233 DY: PERSONAL PROPERTYSRJ 5/15/2024 10:08:20 AMREAVES ANTHONYLISTING ADJUSTED PERSONAL PROPERTYCI50PEN FEE 250.000.17LISTING ADJUSTED PERSONAL PROPERTYC ADVLTAX 250.001.75LISTING ADJUSTED PERSONAL PROPERTYC PEN FEE 250.000.17LISTING ADJUSTED PERSONAL PROPERTYCI50ADVLTAX 250.001.65TOTAL RELEASES:3.74586303072023-301137 DY:21RP:A87 12SRJ 5/21/2024 4:41:01 PMPIERCE CHRISAPPRAISER ADJUSTED LANDC ADVLTAX 55,715.00401.15APPRAISER ADJUSTED LANDFIREADVLTAX 55,715.0015.32REMAINS IN PUVTOTAL RELEASES:416.47586303072023-301138 DY:22RP:A87 12SRJ 5/21/2024 4:41:31 PMPIERCE CHRISAPPRAISER ADJUSTED LANDC ADVLTAX 55,715.00401.15APPRAISER ADJUSTED LANDFIREADVLTAX 55,715.0027.86REMAINS IN PUVTOTAL RELEASES:429.01586303072023-301139 DY:23RP:A87 12SRJ 5/21/2024 4:41:53 PMPIERCE CHRISAPPRAISER ADJUSTED LANDC ADVLTAX 55,715.00402.54APPRAISER ADJUSTED LANDFIREADVLTAX 55,715.0027.86REMAINS IN PUVTOTAL RELEASES:430.40110
RUN DATE: 6/28/2024 3:08 PMRELEASES REPORTPerson CountyNAMEBILL NUMBEROPER DATE/TIMEDISTRICT VALUE AMOUNT683403012023-301131 DY:21RP:A98 23SRJ 5/21/2024 4:42:49 PMBACON THOMAS H IIIAPPRAISER ADJUSTED LANDC ADVLTAX 24,467.00176.16APPRAISER ADJUSTED LANDFIREADVLTAX 24,467.006.73REMAINS IN PUVTOTAL RELEASES:182.89683403012023-301132 DY:22RP:A98 23SRJ 5/21/2024 4:43:13 PMBACON THOMAS H IIIAPPRAISER ADJUSTED LANDC ADVLTAX 24,467.00176.16APPRAISER ADJUSTED LANDFIREADVLTAX 24,467.0012.23REMAINS IN PUVTOTAL RELEASES:188.39683403012023-301133 DY:23RP:A98 23SRJ 5/21/2024 4:43:51 PMBACON THOMAS H IIIAPPRAISER ADJUSTED LANDC ADVLTAX 24,467.00176.77APPRAISER ADJUSTED LANDFIREADVLTAX 24,467.0012.23REMAINS IN PUVTOTAL RELEASES:189.00710582012023-38485 DY: PERSONAL PROPERTYRH 5/22/2024 3:15:57 PMCOZART ETHAN RASHAUNC ADVLTAX 5,161.0037.29C PEN FEE 5,161.003.73CI50ADVLTAX 5,161.0041.29CI50PEN FEE 5,161.004.13CORRECT YEAR OF SWTOTAL RELEASES:86.44754988012023-70151 DY:23 PERSONAL PROPERTYSRJ 6/7/2024 3:57:42 PMTASTE OF NEW YORK PIZZA AND GRILLNO LONGER SELLING ABCC BEONFEE0.0025.00NO LONGER SELLING ABCC WIONFEE0.0025.00TOTAL RELEASES:50.002023510897002023-510897 DY:22 PERSONAL PROPERTYSRJ 6/10/2024 3:46:46 PMHALL JAMES THOMAS JRGAP DOUBLE BILLEDC ADVLTAX 1,500.0014.40GAP DOUBLE BILLEDFIREADVLTAX 1,500.001.00NOT PERSON COUNTYTOTAL RELEASES:15.40580291012023-40690 DY: PERSONAL PROPERTYRH 6/17/2024 9:46:45 AMTHE MAYFLOWER RESTAURANTC ADVLTAX 156,324.001,129.44C PEN FEE 156,324.00112.94CI50ADVLTAX 156,324.001,250.59CI50PEN FEE 156,324.00125.06BUSINESS CLOSED 4/2022TOTAL RELEASES:2,618.03374512012021-39717 DY: PERSONAL PROPERTYRH 6/28/2024 12:15:38 PMSPENCE CHRISTOPHERC ADVLTAX 500.003.60C PEN FEE 500.000.36FIREADVLTAX 500.000.14FIREPEN FEE 500.000.01BOAT NOT IN PERSON CTYTOTAL RELEASES:4.11111
RUN DATE: 6/28/2024 3:08 PMRELEASES REPORTPerson CountyNAMEBILL NUMBEROPER DATE/TIMEDISTRICT VALUE AMOUNT374512012022-39717 DY: PERSONAL PROPERTYRH 6/28/2024 12:16:07 PMSPENCE CHRISTOPHERC ADVLTAX 500.003.60C PEN FEE 500.000.36FIREADVLTAX 500.000.25FIREPEN FEE 500.000.03BOAT NOT IN PERSON COUNTYTOTAL RELEASES:4.24374512012023-39717 DY: PERSONAL PROPERTYRH 6/28/2024 12:16:39 PMSPENCE CHRISTOPHERC ADVLTAX 500.003.61C PEN FEE 500.000.36FIREADVLTAX 500.000.25FIREPEN FEE 500.000.03BOAT NOT IN PERSON COUNTYTOTAL RELEASES:4.25NET RELEASES PRINTED:5,671.88TOTAL TAXES RELEASED5,671.88112
RUN DATE: 6/28/2024 3:08 PMRELEASES REPORTPerson CountyC ADVLTAX - County TaxTAXYEARRATEYEARREAL VALUE RELEASEDPERS VALUE RELEASEDTOTAL VALUE RELEASEDREAL TAX RELEASEDPERS TAX RELEASEDMV VALUE RELEASEDMV TAXES RELEASEDTOTAL VALUE RELEASEDTOTAL TAXES RELEASED2023 202280,1821,50081,682577.31149.6200.0081,682726.932014 201405005000.001.9200.005001.922022 202101,5901,5900.0017.1700.001,59017.172021 202101,0001,0000.003.9600.001,0003.962022 2022023,50723,5070.00166.0100.0023,507166.012023 2023125,182371,344496,526904.441,475.6300.00496,5262,380.072023 202180,182080,182577.310.0000.0080,182577.31DIST TOTAL285,546399,441684,9872,059.061,814.3100.00684,9873,873.37FIREADVLTAX - Fire District TaxTAXYEARRATEYEARREAL VALUE RELEASEDPERS VALUE RELEASEDTOTAL VALUE RELEASEDREAL TAX RELEASEDPERS TAX RELEASEDMV VALUE RELEASEDMV TAXES RELEASEDTOTAL VALUE RELEASEDTOTAL TAXES RELEASED2023 2022 80,182 1,500 81,682 40.09 10.40 0 0.00 81,682 50.492021 2021 0 1,000 1,000 0.00 0.15 0 0.00 1,000 0.152022 2022 0 23,507 23,507 0.00 11.53 0 0.00 23,507 11.532023 2023 125,182 48,374 173,556 62.59 13.31 0 0.00 173,556 75.902023 202180,182080,18222.050.0000.0080,18222.05DIST TOTAL285,54674,381359,927124.7335.3900.00359,927160.12CI50ADVLTAX - City of RoxboroTAXYEARRATEYEARREAL VALUE RELEASEDPERS VALUE RELEASEDTOTAL VALUE RELEASEDREAL TAX RELEASEDPERS TAX RELEASEDMV VALUE RELEASEDMV TAXES RELEASEDTOTAL VALUE RELEASEDTOTAL TAXES RELEASED2022 2021 0 1,590 1,590 0.00 15.50 0 0.00 1,590 15.502014 2014 0 500 500 0.00 1.82 0 0.00 500 1.822023 2023 0 322,970 322,970 0.00 1,421.07 0 0.00 322,970 1,421.07DIST TOTAL0 325,060 325,060 0.00 1,438.39 0 0.00 325,060 1,438.39GRAND TOTALS:571,092 798,882 1,369,974 2,183.79 3,288.09 0 0.00 1,369,974 5,471.88113
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy Type01TAX50TAX50VEHICLE FEE60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX60TAX($5.31)$82.01Vehicle Sold4/29/2024ROXBORO, NC 27574ProrationBRYAN, JENNIFER LYNNVehicle Sold2/5/2024($44.81)($3.11)$47.92BREMER, DAVID ALLEN ROXBORO, NC 27573ProrationVehicle Sold4/29/2024($55.70)($61.68)($30.00)$147.38($16.04)($1.11)$17.15BRANN, HELEN WILLIAMS ROXBORO, NC 27573ProrationVehicle Sold1/19/2024ROXBORO, NC 27574ProrationBRADSHER, JARET THOMASVehicle Sold1/23/2024($0.73)($0.71)$0.00$1.44BOWES, REUBEN CARL ROXBORO, NC 27573Proration($2.41)($0.17)$2.58Reg . Out of state4/5/2024LEASBURG, NC 27291ProrationBOLTON, CAROL MARIE($63.00)($4.37)$67.37Vehicle Sold4/12/2024ROXBORO, NC 27574ProrationALLEN, RONALD WAYNEVehicle Sold5/9/2024($44.43)($3.07)$47.50($38.36)($2.65)$41.01ALLEN, LIRIS MICHELLE ROXBORO, NC 27574ProrationInsurance Lapse2/1/2024ROXBORO, NC 27573ProrationALLEN, LEONARD LEANDER$0.00($61.12)($30.00)$3.82$87.30Situs error1/29/2024ROXBORO, NC 27573Adjustment < $100AINSWORTH, QUN YING SHENTotal ChangePage 1 of 11114
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAXVehicle Sold2/1/2024($77.71)($5.38)$83.09($120.15)($8.31)$128.46CLAYTON, JOHN LEEHURDLE MILLS, NC 27541 ProrationVehicle Sold4/4/2024ROUGEMONT, NC 27572 ProrationCLAYTON, CYRUS CRAIG($174.47)($12.07)$186.54Vehicle Sold2/2/2024HURDLE MILLS, NC 27541 ProrationCLAYTON & HURDLE DISPOSALSERVICE INCVehicle Sold2/21/2024($57.24)($3.97)$61.21CHAMBERS, ROBBIE LYNN ROXBORO, NC 27574ProrationVehicle Sold4/4/2024($27.35)($1.90)$29.25($107.23)($7.42)$114.65CATES, GEORGE WILLIAM ROXBORO, NC 27574ProrationVehicle Sold2/8/2024ROXBORO, NC 27574ProrationCARVER, TRAVIS GLENNVehicle Sold3/6/2024($39.92)($2.77)$42.69CARMICHAEL, ELIZABETH MARTINROXBORO, NC 27574ProrationVehicle Totalled4/1/2024($7.34)($0.51)$7.85($21.67)($1.50)$23.17CAMPBELL, KEVIN WAYNE ROXBORO, NC 27574ProrationVehicle Sold5/1/2024HURDLE MILLS, NC 27541 ProrationBUTNER, DENNIS DUANEVehicle Sold3/12/2024($13.64)($0.95)$14.59BUTLER, RICKEY GLENN TIMBERLAKE, NC 27583 ProrationPage 2 of 11115
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX60TAX($18.43)($1.27)$19.70Vehicle Sold2/8/2024TIMBERLAKE, NC 27583 ProrationELLIS, MILLARD RAY JR($105.76)($7.32)$113.08Vehicle Sold3/6/2024ROXBORO, NC 27574ProrationELLIS, ARISTA SHARON($116.12)($128.58)$0.00$244.70Vehicle Sold6/7/2024ROXBORO, NC 27573ProrationELBAHR, ISLAM ABDELZIZVehicle Sold2/16/2024($1.76)($0.12)$1.88($17.47)($1.21)$18.68DUNCAN, ANNIE HOLT LEASBURG, NC 27291ProrationVehicle Sold2/16/2024LEASBURG, NC 27291ProrationDUNCAN, ANNIE HOLT($35.12)($2.43)$37.55Vehicle Sold5/31/2024TIMBERLAKE, NC 27583 ProrationDOBBS, TIMOTHY WAYMOND($11.61)($12.85)$0.00$24.46Vehicle Sold2/20/2024ROXBORO, NC 27573ProrationDIXON, TONY BERNARD($13.07)($0.91)$13.98Vehicle Totalled6/14/2024ROXBORO, NC 27573ProrationDAVIS, LEALA REBECCAVehicle Totalled3/26/2024($46.48)($3.22)$49.70($6.33)($0.44)$6.77DAIL, GREGORY WARREN TIMBERLAKE, NC 27583 ProrationTag Surrender2/8/2024ROXBORO, NC 27574ProrationCOOK, KENNETH LEEPage 3 of 11116
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX($48.91)($1.85)$50.76Mileage2/2/2024ROXBORO, NC 27574Adjustment < $100GILL, JENNIFER PURYEARVehicle Sold5/31/2024($240.59)($16.65)$257.24($44.38)($3.07)$47.45GILBERT, STERLING LEE HURDLE MILLS, NC 27541 ProrationVehicle Sold5/30/2024ROXBORO, NC 27574ProrationGENTRY, JANE TOWERYVehicle Sold6/12/2024($10.35)($0.72)$11.07($4.23)($0.30)$4.53GENTRY, ELIZABETH PALMER ROXBORO, NC 27574ProrationVehicle Sold4/8/2024ROXBORO, NC 27574ProrationGENTRY, BRUCE ROGERSVehicle Totalled3/7/2024($6.17)($0.43)$6.60GATTIS, JAMES BERNARD ROXBORO, NC 27573ProrationVehicle Sold4/30/2024($55.43)($3.84)$59.27($1.08)($0.07)$1.15GARRETT, DAVID STEWART TIMBERLAKE, NC 27583 ProrationVehicle Sold2/28/2024ROXBORO, NC 27574ProrationFOX, GARY LYNN($125.50)($8.69)$134.19Vehicle Sold2/26/2024DURHAM, NC 27717ProrationFIRST CHOICE LEASINGVehicle Sold2/23/2024($43.85)($42.63)$0.00$86.48FINCH, ERIC NORMAN OXFORD, NC 27565ProrationPage 4 of 11117
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAXVehicle Sold5/2/2024($16.92)($1.17)$18.09($18.78)($1.30)$20.08HORNER, ROBIN REAVES ROXBORO, NC 27574ProrationVehicle Sold5/2/2024ROXBORO, NC 27574ProrationHORNER, KELLY RAYVehicle Sold5/15/2024($79.06)($5.47)$84.53HORNER, JEFFREY RAY ROXBORO, NC 27574Proration($67.70)($4.68)$72.38Vehicle Sold4/18/2024TIMBERLAKE, NC 27583 ProrationHENDRICK, DEBORAH RUTH($58.70)($65.00)$0.00$123.70Vehicle Sold6/27/2024ROXBORO, NC 27573ProrationHASLITT, TERRI JEAN($118.71)($8.22)$126.93Vehicle Sold5/2/2024ROXBORO, NC 27574ProrationHARRIS, SIERRA BOWES($80.13)($5.55)$85.68Vehicle Sold4/19/2024HURDLE MILLS, NC 27541 ProrationHAILEY, KRISTEN MARIEVehicle Sold3/21/2024($3.85)($0.27)$4.12GRIFFITH, JOY WHITFIELD HURDLE MILLS, NC 27541 Proration($26.93)($1.87)$28.80Vehicle Sold2/9/2024TIMBERLAKE, NC 27583 ProrationGREEN, AUDREY ANNETTE MCGHEEVehicle Totalled6/26/2024($140.59)($9.73)$150.32GOMEZ PATRICIO, CIRO ROXBORO, NC 27573ProrationPage 5 of 11118
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX60TAX($355.09)($24.58)$379.67Vehicle Sold5/1/2024ROXBORO, NC 27574ProrationLEWIS, RETRAC LOVEVehicle Sold6/21/2024($164.49)($11.38)$175.87LAWSON, MYRTLE PULLIAM TIMBERLAKE, NC 27583 ProrationVehicle Sold4/29/2024($2.18)($2.12)$0.00$4.30KNOTT, JACKIE TALLEY ROXBORO, NC 27573ProrationVehicle Sold4/10/2024($110.61)($7.68)$118.29KENNEDY, DOUGLAS MICHAEL TIMBERLAKE, NC 27583 Proration($59.97)($4.15)$64.12Vehicle Sold5/23/2024SEMORA, NC 27343ProrationJONES, DON ANTHONY($58.40)($64.67)$0.00$123.07Vehicle Sold4/5/2024ROXBORO, NC 27573ProrationJONAS, BRADLEY ALLENVehicle Sold3/22/2024($12.48)($0.86)$13.34JOHNSON, EDWARD PAGE JR ROXBORO, NC 27574Proration($87.76)($6.07)$93.83Vehicle Sold2/6/2024TIMBERLAKE, NC 27583 ProrationJEFFERSON, GLENN MELVINVehicle Sold2/26/2024($1.64)($0.11)$1.75INDERMAUR, MARK ERIC RALEIGH, NC 27615ProrationVehicle Sold2/23/2024($32.99)($2.28)$35.27HOWARD, DONALD CARVER JR HURDLE MILLS, NC 27541 ProrationPage 6 of 11119
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAXVehicle Sold4/10/2024($48.34)($3.36)$51.70OLIVER, JAMES WILLIAM JR ROXBORO, NC 27574ProrationVehicle Sold2/21/2024($6.58)($0.46)$7.04OAKLEY, CHARLIE MORRIS JR SEMORA, NC 27343ProrationVehicle Sold3/25/2024($8.49)($0.59)$9.08($75.65)($5.24)$80.89MURRAY, RHONDA SANDERS ROUGEMONT, NC 27572 ProrationVehicle Sold4/12/2024HURDLE MILLS, NC 27541 ProrationMORRIS, JANE BREEZE($2.06)($0.14)$2.20Vehicle Sold4/29/2024ROXBORO, NC 27574ProrationMOORE, GINA GUTHRIEVehicle Sold3/14/2024($92.41)($6.40)$98.81MILLER, PATRICIA ANN TIMBERLAKE, NC 27583 Proration($38.42)($2.66)$41.08Vehicle Sold2/5/2024ROXBORO, NC 27574ProrationLUNSFORD-WINBUSH, VALERIE ANNVehicle Sold3/13/2024($286.07)($19.80)$305.87($96.43)($6.67)$103.10LONG, GWYNN DOUGLAS TIMBERLAKE, NC 27583 ProrationVehicle Sold6/20/2024TIMBERLAKE, NC 27583 ProrationLOCKWOOD, CHERYL LYNNVehicle Sold6/27/2024($81.93)($5.67)$87.60LINGREN, DANNIE LEE ROXBORO, NC 27574 ProrationPage 7 of 11120
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAX01TAX50TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX($90.53)($6.27)$96.80Vehicle Sold4/8/2024TIMBERLAKE, NC 27583 ProrationREAVES, CHARLES THOMASVehicle Sold5/3/2024($96.57)($106.93)$0.00$203.50($49.69)($3.44)$53.13QUICK, PEGGY SUEBURLINGTON, NC 27217 ProrationVehicle Sold2/13/2024ROXBORO, NC 27574ProrationPULLIAM, RAY ANTHONYVehicle Sold5/10/2024($72.79)($5.04)$77.83($4.34)($0.30)$4.64PUETT, AMANDA CLAYTON TIMBERLAKE, NC 27583 ProrationVehicle Sold6/4/2024SEMORA, NC 27343ProrationPOSIG, JAMES DURHAMVehicle Totalled6/18/2024($0.87)($0.85)$0.00$1.72POPE, ENID MARIELEASBURG, NC 27291Proration$0.00($65.92)Situs error11/21/2023LEASBURG, NC 27291Adjustment < $100PETER SWEERE AND SYNTHIASWEERE LIVING TRUSTVehicle Sold1/18/2024($26.21)($1.82)$28.03($46.89)($3.24)$50.13PENNINGTON, TAMMIE TIMBERLAKE, NC 27583 ProrationVehicle Sold5/21/2024ROUGEMONT, NC 27572 ProrationPEED, FLORA OAKLEYPage 8 of 11121
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX50TAX50VEHICLE FEE01TAX60TAX01TAX60TAX01TAX60TAXVehicle Totalled4/25/2024($23.75)($1.65)$25.40($60.21)($4.17)$64.38TRENT, DOUGLAS PRESTON ROXBORO, NC 27574ProrationVehicle Sold3/4/2024DURHAM, NC 27705ProrationTRADEMASTERS SERVICES INCORPORATEDVehicle Sold5/7/2024($32.73)($2.27)$35.00TILFORD, CHRISTINA VIRGINATIMBERLAKE, NC 27583 Proration($22.18)($21.55)$0.00$43.73Vehicle Sold2/1/2024ROXBORO, NC 27573ProrationSWANN, FELICIA ANNVehicle Sold4/16/2024($3.37)($0.23)$3.60STREET, ANTHONY LEE ROXBORO, NC 27574Proration($8.33)($8.10)$0.00$16.43Vehicle Sold2/21/2024ROXBORO, NC 27573ProrationSILBAUGH, CAROL BROADWATERVehicle Sold3/14/2024($131.49)($9.10)$140.59($21.24)($1.47)$22.71SHERRON, CODY MICHAEL HURDLE MILLS, NC 27541 ProrationVehicle Sold2/13/2024ROXBORO, NC 27573ProrationSHAW, VICKI MECHELLE($90.31)($6.25)$96.56Vehicle Sold3/19/2024ROXBORO, NC 27573ProrationSAUNDERS, STEPHEN DARALLVehicle Sold3/19/2024($21.84)($1.52)$23.36SAUNDERS, STEPHEN DARALL ROXBORO, NC 27573ProrationPage 9 of 11122
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAX01TAX50TAX50VEHICLE FEE60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAX01TAX60TAXVehicle Sold6/4/2024($35.16)($2.43)$37.59WOLFE, STEFAN TYLER ROUGEMONT, NC 27572 ProrationVehicle Sold4/11/2024($82.75)($5.73)$88.48($14.39)($1.00)$15.39WILLIAMS, DEANNA LAVONDA ROXBORO, NC 27574ProrationVehicle Sold12/5/2023TIMBERLAKE, NC 27583 ProrationWILLIAMS, BILLY DEANVehicle Sold3/22/2024($20.16)($1.40)$21.56WILLIAMMEE, JAMIE FARMER TIMBERLAKE, NC 27583 ProrationVehicle Sold6/26/2024($28.66)($1.98)$30.64($2.95)($0.21)$3.16WHITT, DAVID MORRIS ROXBORO, NC 27573ProrationMileage6/7/2024HURDLE MILLS, NC 27541Adjustment < $100WHITFIELD, PHILIP RALPH($151.61)($10.49)$162.10Vehicle Sold2/12/2024ROXBORO, NC 27574ProrationWEBB, THOMAS ALLAN$0.00($50.96)($30.00)$3.19$77.77Situs error3/4/2024ROXBORO, NC 27574Adjustment < $100WATKINS, SAMANTHA GAILVehicle Sold2/7/2024($11.18)($0.78)$11.96WALKER, JOYCE WILKERSON ROXBORO, NC 27574Proration($124.87)($8.67)$133.54Vehicle Sold2/2/2024ROXBORO, NC 27574ProrationVILARO, MATTHEW SCOTTPage 10 of 11123
Payee NameAddress 3Refund TypeRefund ReasonCreate Date Tax Jurisdiction Levy TypeTotal Change01TAX60TAX01TAX60TAXVehicle Sold4/3/2024($182.06)($12.64)$194.70($28.76)($1.99)$30.75ZUEHLKE, CHAD MADEEN LEASBURG, NC 27291ProrationVehicle Sold3/18/2024ROXBORO, NC 27574ProrationWOOLFE, DEBORAH GAYPage 11 of 11124
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Funding Request for Tar River Land Conservancy to Purchase “Mt
Harmony Tract” for Preservation and Conservation
Summary of Information: Tar River Land Conservancy (TRLC) requests participation from
Person County in the acquisition of the Mt. Harmony Tract to preserve local land rich in heritage,
environmental, and agricultural qualities located in the Mt Tirzah community. Acquisition of the
property will also improve the quality of the watershed and offset stormwater credits for Person
County and neighboring communities. The 85-acre tract is located on Mount Harmony Church Road
along Rock Fork Branch and has been owned by a local family since at least the 1940s. The property
is mostly forested with approximately 5 acres currently used for agriculture. Funding has already
been awarded for the project from the City of Raleigh and the City of Durham’s respective
Watershed Protection Programs. The secured contributions towards the project currently total at
$492,400. TRLC is requesting Person County contribute $50,000 to complete the purchase and
preservation of the land. The county’s Stormwater Fund has a fund balance of $575,194. Stormwater
funds are available to contribute towards the purchase of the “Mt Harmony Tract”. The project also
offers credits towards Person County’s stormwater obligations. TRLC hopes to open a nature
preserve in the future with natural surface trails for the benefit of local citizens interested in
recreational and educational opportunities.
Recommended Action: Approve the resolution to contribute funding to Tar River Land
Conservancy for the purchase of the “Mt Harmony Tract” and a Stormwater Fund fund balance
appropriation in the amount of $50,000.
Submitted By: John Hill, Director of Recreation, Arts, and Parks Department & Tar River
Land Conservancy
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LAND PROTECTION SUMMARY
Mt. Harmony Tract – future nature preserve
Location: Mount Harmony Church Road, Mt Tirzah Township, Person County
Property Size: 85.10 acres (PIN 191200334297)
Current Owners: heirs of Rachel Allen Hornbuckle (owned by family since at least 1940s)
Goals: To protect and conserve forest resources, water quality, and wildlife habitat
(collectively, the property’s “conservation values”) in perpetuity, to help
Person County meet stormwater obligations, and to provide future public and
recreational access to natural areas.
I. Summary of Proposal:
Tar River Land Conservancy (TRLC) requests participation from Person County in the
acquisition of the Mt. Harmony Tract. This property has been owned by a local family since at
least the 1940s. It is important for TRLC and Person County to preserve the natural and cultural
resources found on the property.
The current landowners have agreed to sell the land to TRLC if funding needs are met. The
majority of the funding ($492,400) has been awarded by the City of Raleigh and the City of
Durham’s respective Watershed Protection Programs due to the property’s location in the Neuse
River Basin which helps offset their stormwater obligation to the Falls Lake Rules. TRLC is
asking Person County to contribute the remaining $50,000 needed to complete the transaction.
Acquisition of the property will help to improve water quality on the property and downstream
within the watershed as a whole. A very large amount of household trash, metal debris, and
dilapidated barns are currently on the property. TRLC has budgeted clean up of these areas as
part of its acquisition and will work with local contractors to salvage and recycle any usable
materials. The clean up of the property will lead to additional improvements of the land and
water quality.
TRLC currently has four nature preserves open in Granville County with 11 miles of hiking and
walking trails. TRLC hopes in the future to bring this type of project to Person County through
the construction of low impact, natural surface trails for people to enjoy. TRLC considers this
acquisition as one step in a long-term relationship with the County that leads to land
preservation, water quality improvements, and the opening of additional nature preserves.
II. Values of the Property:
A. Undeveloped Land Cover. The tract is almost completely forested except for
approximately 5 acres of agricultural land. Hardwood stands are found along Rock Fork Branch
and the unnamed tributaries throughout the property. Loblolly pine stands are found in the
upland portions.
B. Water Quality Protection. Rock Fork Branch flows through the tract along with
several tributaries. In total, the tract buffers approximately 2,230 feet of Rock Fork Branch and
approximately 5,070 feet of unnamed streams. This stream flows into Deep Creek downstream
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Page 2
which is part of the “Flat River Aquatic Habitat” designated by the North Carolina Natural
Heritage Program and rated as “Exceptional.”
C. Wildlife Habitat. The tract provides habitat for numerous game and non-game
species, particularly for songbirds, waterfowl, amphibians, and reptiles.
D. Connectivity to the Community. The tract is located one mile from the Mt. Tirzah
Ballpark, and is only a 16-minute drive from Roxboro.
E. Aesthetics and Education. The tract is crisscrossed with streams, which enhance
the nature walk experience. They are also good sites for educational opportunities.
III. Project Steps:
A. Agreement with Landowners. TRLC signed an option agreement with the
landowners in April 2024 that allows TRLC the time to raise funds for the property while
keeping it off the market. TRLC must exercise the option agreement by August 15, 2024 and
close no later than 90 days afterwards.
B. Project Fundraising. TRLC submitted funding requests to the City of Raleigh
and the City of Durham’s watershed protection programs. TRLC was awarded grants from
Raleigh ($334,400) and Durham ($158,000) in April 2024. The funds from these grants will
cover most of the purchase price, all due diligence tasks, closing costs, site cleanup, and deposits
into TRLC’s Stewardship Endowment and TRLC’s Legal Defense Funds. TRLC requests
$50,000 from Person County to cover the remaining portion of the purchase price.
C. Due Diligence. A licensed professional land surveyor will prepare a survey plat
for the property. The boundary and corners of the property will be re-marked in the field. The
surveyor will record a plat in the Person County Registry of Deeds. To comply with Land Trust
Accreditation Commission requirements and to verify that the property is free of environmental
liabilities, a consultant will prepare a Phase 1 Environmental Site Assessment. TRLC will hire a
local contractor to remove the large piles of debris and trash and the dilapidated barns currently
found on the property.
D. Closing. A licensed NC attorney will oversee the closing of the land transaction.
As part of the purchase of the property, TRLC will grant Person County a Conservation
Easement to ensure the property maintains the conservation values in perpetuity. The attorney
will secure title insurance for TRLC, prepare the Warranty Deed, and record the deed and
easement.
E. Future Nature Preserve. TRLC will fundraise with local companies and private
foundations to secure additional funding needed to open the nature preserve. TRLC will work
closely with Person County regarding the layout and design of the nature preserve and to add a
gravel parking area and entrance to the property. TRLC will enlist the help of local volunteers,
including school groups and corporate groups, to help construct trails, build footbridges and
benches, and install kiosks and signs.
F. Future Activities. TRLC staff and volunteers will continue to monitor the trails for
any maintenance needs. TRLC and Person County will be able to conduct guided educational
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hikes and events on the property. TRLC will continue to look for additional properties that would
meet the criteria for future nature preserves in Person County.
IV. Project Budget:
Acquisition costs to close the Property: $626,400
x Includes purchase price, due diligence, closing costs, site cleanup, and TRLC
Stewardship Endowment and TRLC Legal Defense Fund deposits.
Project Fundraising:
Landowner Bargain Sale $84,000 14%
Raleigh Watershed Protection Program $334,400 53%
Durham Watershed Protection Program $158,000 25%
Person County $50,000 8%
TOTAL $626,400
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129
Proposal – Mt Harmony Nature Preserve – July 15, 2024
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130
RESOLUTION TO CONTRIBUTE FUNDING TO TAR RIVER LAND CONSERVANCY
FOR THE PURCHASE OF THE “MT. HARMONY TRACT”
WHEREAS, Person County has been approached by Tar River Land Conservancy (the Conservancy”)
regarding participating TRLC’s purchase of a tract of land situated on Mount Harmony Church Road in Mt.
Tirzah Township, Person County, North Carolina;
WHEREAS, the property consists of approximately 85.10 acres and is known as the “Mt. Harmony
Tract”;
WHEREAS, the preservation of the property will benefit the Falls Lake Watershed by reducing and
filtering stormwater runoff into Rock Fork Branch and several tributaries;
WHEREAS, the acquisition of the property could allow the Conservancy to improve and manage the
property for passive recreational access for the benefit of the county’s residents and visitors;
WHEREAS, the Conservancy has received funding commitments from the City of Raleigh and City of
Durham’s watershed protection programs to purchase and protect the property in perpetuity; and
WHEREAS, the County believes that participation in this purchase will advance its obligations to
protect water quality in the Falls Lake Watershed.
NOW, THEREFORE, BE IT RESOLVED that the Person County Board of Commissioners (the
“Board”) support the proposal by Tar River Land Conservancy to participate in the purchase of the Mt.
Harmony Tract as set forth below;
BE IT FURTHER RESOLVED that the Board hereby authorizes the funding commitment of
$50,000.00 for the Conservancy’s purchase of the Mt. Harmony Tract to be transferred to the closing
attorney upon confirmation by the County Attorney that all other funding has been obtained and closing of
the purchase is scheduled; and that Person County agrees to accept a conservation easement on the property
to ensure that it remains dedicated to environmental protection in perpetuity, and that the County Attorney
is hereby authorized to negotiate terms of said conservation easement with the Conservancy.
Adopted this, the 15th day of July, 2024.
________________________________
Gordon Powell, Chairman
Attest:
________________________________
Michele Solomon, Clerk to the Board
131
Funding Request to Person County Board of CommissionersTar River Land Conservancy’s Acquisition of “Mount Harmony Tract” Derek Halberg, Executive DirectorMichelle Mound, Land Conservation SpecialistNola Reed Knouse, TRLC Board Member132
•501c(3) charitable, nonprofit organization•founded in September 2000•one of 22 land trusts working in localcommunities across North Carolina•serves Person, Granville, Vance, Franklin,Warren, Halifax, Nash & Edgecombe Counties•headquartered in Louisburg (Franklin County)since 2002•guided by an 10-member Board of Directors•staffed by 5 full-time employees, 2 interns, andmany volunteers•accredited by Land Trust AccreditationCommission since 2012133
LAND CONSERVATION PRIORITIES•Drinking Water•Wildlife Habitat•Endangered Species•Parks and Trails•Working Farms & Forests•Cultural & Heritage Resources134
Land Protected by TRLCLand Protected (total across eight counties)23,701 acres & 207 miles of streamsLand Protected in Falls Lake WatershedGranville County = 5,935 acresPerson County = 214 acresTRLC Nature Preserves Open to PublicLedge Creek Forest Conservation Area (5.0 miles of trails)Horseshoe Road Nature Preserve (2.4 miles of trails)Robertson Creek Nature Preserve (1.9 miles of trails)Roberts Chapel Conservation Area (1.5 miles of trails)135
Mount Harmony TractProposed Acquisition:“Mount Harmony Tract”Tax Map & Parcel No: A86 2085.10 acres Mt. Tirzah Township, Person CountyLocated on Mount Harmony Church RdListed for sale in October 2023Owned by Allen family since 1920sCurrent owners: heirs of Rachel Allen Hornbuckle (Person County residents)136
Mount Harmony TractLocation:Mt Harmony Church Rd1 mile to Mt. Tirzah Park11 miles to RoxboroLand Cover:79 acres forestland6 acres agricultural fieldsStreams:7,300 ft total (with 2,230 ft along Rock Fork Branch)Other:Dumped trash & tiresAbandoned auto & boatsMount Harmony Tract:Summary of Conditions137
Mt. Harmony Tract: site conditions138
Mt Harmony Tract:cleanup area139
Acquisition Costs = $626,400¾Includes payment to sellers, due diligence, closing costs, site cleanup, and TRLC Stewardship Endowment and TRLC Legal Defense Fund depositsProject Fundraising ¾Secured Funding: Landowner Bargain Sale ($84,000) (14%)Raleigh Watershed Program ($334,400) (53%)Durham Watershed Program ($158,000) (25%)¾Requested Funds:Person County ($50,000) (8%)MOUNTHARMONYTRACT–PROJECTBUDGET140
The project offers credits towards Person County’s stormwater obligations.County funds will leverage significant funds from outside county to preserve land for benefit of county residents.Project honors the rural character and long-history of land stewardship in Person County.Conservation easement to be held by Person County will ensure that land remains undeveloped in perpetuity.TRLC plans to create a nature preserve on this property –a model that TRLC could be replicated elsewhere in Person County.MOUNTHARMONYTRACT–WHYSHOULDPERSONCOUNTY INVEST?141
TRLC has track record of securing funds to preserve land in Falls Lake Watershed and opening land to community.TRLC is excited to partner with Person County to acquire Mt. Harmony Tract.Closing is targeted for Sep-Oct 2024.Thank you to the County Manager and her team for guidance and feedback on this project.TRLC requests $50,000 from Person County to leverage $490,400 from Durham and Raleigh watershed programs.MOUNTHARMONYTRACTPROPOSAL–KEYPOINTS& WRAP-UP142
additional slides if needed for discussionMOUNTHARMONYTRACTPROPOSAL143
Public Hiking at TRLC Nature Preserves144
Future Community Involvement – Trail Projects145
Future Envisioned Event –Nature Preserve Ribbon Cutting146
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Appointment of Interim Finance Officer
Summary of Information: NCGS 159‑24 requires counties to have an individual designated as a
finance officer. Person County’s Chief Financial Officer Amy Wehrenberg will retire effective
August 1, 2024. Assistant Chief Financial Officer Tracy Clayton has agreed to serve as the Interim
Chief Financial Officer during the hiring process for a new CFO.
Recommended Action: Adopt the Resolution Appointing an Interim Finance Officer and administer
the oath of office to Ms. Clayton.
Submitted By: Katherine M. Cathey, County Manager
147
A RESOLUTION APPOINTING AN INTERIM FINANCE OFFICER
WHEREAS, N.C. Gen. Stat. § 159-24 requires each unit of North Carolina local
government to have a Finance Officer, and this office is currently held by Ms. Amy Wehrenberg,
the Person County Chief Financial Officer;
WHEREAS, Ms. Wehrenberg will retire from her position effective August 1, 2024;
WHEREAS, the Person County Manager is in the process of hiring a new Chief Financial
Officer, but until such person can be identified and appointed to serve as Finance Officer, the
Person Board of County Commissioners intends to appoint Ms. Tracy Clayton, the Deputy Chief
Financial Officer, to serve as Interim Finance Officer;
NOW THEREFORE, BE IT RESOLVED BY THE PERSON COUNTY BOARD OF
COMMISSIONERS THE FOLLOWING:
Section 1. Tracy Clayton is hereby appointed to serve as the Interim Person County
Finance Officer until such time as a permanent Finance Officer can be appointed.
Section 2. All provisions of any County ordinance or resolution in conflict with this
resolution are repealed.
Section 3. This resolution shall become effective August 1, 2024.
The foregoing resolution, having been submitted to a vote, received the following vote and
was duly adopted this 15th day of July 2024.
Ayes:
Noes:
Absent or Excused:
Gordon Powell, Chairman
Person County Board of Commissioners
Attest:
[SEAL]
Michele Solomon
Clerk to the Board of Commissioners
148
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Tax Collector Settlement
Summary of Information: As required by G.S. 105-373(a)(3), an annual settlement for taxes
for the current fiscal year and all previous years must be made with the governing body of the
taxing unit. The settlement is included in the Attachment I items.
Recommended Action: Accept report.
Submitted By: Russell Jones, Tax Administrator
149
2023Tax CollectorSettlement150
Introduction:Per N.C. General Statute 105-373 the Tax Collector must make a report of settlement for the fiscal Year 2023-2024 and prior years.151
2023 County LevyReal/PersonalPropertyTotal Billed Actual Collections Uncollected % Collected$29,911,814.66 $29,700,453.50 $211,361.16 99.29%Public ServiceTotal Billed Actual Collections Uncollected % Collected$7,123,845.64 $7,123,845.64 $.00 100.00%NCVTS-Motor VehiclesTotal Billed Actual Collections Uncollected % Collected$3,435,126.53 $3,432,622.42 $2,504.11 99.93%152
Total 2023 County LevyCombined CollectionsTotal Billed Actual Collections Uncollected % Collected$40,470,786.83 $40,256,921.56 $213,865.27 99.47%Total 2023 County Levy-AdjustedCombined CollectionsTotal Billed Actual Collections Uncollected % Collected$40,461,255.08 $40,248,389.81 $204,333.52 99.47%153
5 Year Comparison By CategoryReal/Personal Property6/30/2024 6/30/2023 6/30/2022 6/30/2021 6/30/202099.29% 99.28% 98.15% 98.08% 98.53%Public Service6/30/2024 6/30/2023 6/30/2022 6/30/2021 6/30/2020100.00% 100.00% 100.00% 100.00% 100.00%Motor Vehicles6/30/2024 6/30/2023 6/30/2022 6/30/2021 6/30/202099.93% 99.94% 99.96 % 99.88 % 99.83 %154
5 Year Comparison Overall Collection Rate6/30/2024 6/30/2023 6/30/2022 6/30/2021 6/30/202099.47% 99.46% 98.63% 99.33% 98.91%155
Collections Tools UsedDelinquent Notices Mailed out in January and May each yearAdvertisingListed in newspaper early MarchGarnishments Instructs employer to withhold/submit 10% of gross wagesAttachmentInstructs bank to withdraw available funds to pay taxesEscheatsAlso known as NCCashDebt SetoffFor debts over $50/submitted against NC Tax Refunds & Lottery WinningsPayment Arrangements Many taxpayers, especially those with fixed income, make payments even before bills are mailedForeclosureResults in the sale of property at public action156
Other CollectionsPre-Payment Collection Fees Stormwater/Interest$168,909.60 $52,820.65 $288,423.90Prior Year Taxes Animal Taxes Fire Tax/Interest$228,128.47 $2.92 $2,206,902.02County Interest Gross Receipts Copy Fees$131,281.43 $22,195.80 $318.60Late Listing ABC License City$25,538.81 $2,835.00 $5,810,227.04Grand total for all taxes & fees = $45,711,057.03157
11thYear Insolvents-20132013 County TaxesOriginal Levy Balance %Real Estate/Other$27,748,211.87 $10,820.00 99.96%Vehicle$1,268,598.37 $5,079.93 99.60%Final Collection Rate Overall $29,016,810.24 $15,899.93 99.95%158
Other Tax Office ItemsACH DebitDraft checking accounts for both payment plans and pre-payments for next year2025 Reappraisal Sales ratio current at 70%Gap BillingCreated 3,379 new bills, county taxes due of $90,361.48, collected $70,409.77, or 77.92%.E-checkAdded e-check as a payment option, with $1.50 fee to taxpayer. Over 1,092 payments and $1.23M collected.Foreclosure Collected $117,683.51 with no cost to county159
RUN DATE: 6/29/2024 10:56 AMCOLLECTIONS MONTHLY TOTALS REPORTPerson CountyALL BILLS DISTRICT CountyTAX YEAR BEGINNING BAL+MISCCHARGES +DISCOVERIES -RELEASES =CURRENT LEVY -PAYMENTS =BALANCE%ORIGLEVY%CURRLEVY202329,871,378.25 0.00 7,227,623.11 63,341.06 37,035,660.30 36,824,299.14 211,361.16 123.28 99.432022208,528.41 0.00458.06 345.78 208,640.69 135,529.56 73,111.13 64.99 64.96202172,538.30 0.000.00 110.3272,427.9836,633.38 35,794.60 50.50 50.58202037,804.77 0.000.00 111.2737,693.5013,010.62 24,682.88 34.42 34.52201934,419.91 0.000.000.3534,419.5612,703.91 21,715.65 36.91 36.91201823,534.18 0.000.001.1423,533.047,225.36 16,307.68 30.70 30.70201718,878.05 0.000.000.0018,878.055,835.74 13,042.31 30.91 30.91201616,582.66 0.000.000.0016,582.665,064.59 11,518.07 30.54 30.54201513,441.34 0.000.000.0013,441.342,578.16 10,863.18 19.18 19.18201413,713.57 0.000.001.7513,711.821,896.20 11,815.62 13.83 13.83201317,911.68 0.000.000.8217,910.862,010.93 15,899.93 11.23 11.23201218,028.96 0.000.00 7,875.7710,153.191,595.108,558.09 8.85 15.7120118,851.41 0.000.000.008,851.411,391.727,459.69 15.72 0.0020107,069.44 0.000.000.007,069.44812.216,257.23 11.49 0.0020096,539.41 0.000.000.006,539.41812.215,727.20 12.42 0.0020084,879.94 0.000.000.004,879.94571.334,308.61 11.71 0.0020073,980.38 0.000.000.003,980.38457.453,522.93 11.49 11.49TOTAL: 30,378,080.66 0.00 7,228,081.17 71,788.26 37,534,373.57 37,052,427.61 481,945.96 121.97 98.72Page 1 of 38160
RUN DATE: 6/29/2024 10:56 AMCOLLECTIONS MONTHLY TOTALS REPORTPerson CountyALL BILLS DISTRICT City of RoxboroTAX YEAR BEGINNING BAL+MISCCHARGES +DISCOVERIES -RELEASES =CURRENT LEVY -PAYMENTS =BALANCE%ORIGLEVY%CURRLEVY20235,565,796.59 0.00 218,716.83 27,330.89 5,757,182.53 5,714,173.76 43,008.77 102.67 99.25202238,479.92 0.0026.6973.0538,433.5619,847.63 18,585.93 51.58 51.64202117,526.75 0.000.001.2217,525.537,474.33 10,051.20 42.65 42.6520209,742.98 0.000.000.269,742.722,363.887,378.84 24.26 24.2620199,495.48 0.000.000.009,495.482,602.876,892.61 27.41 27.4120187,787.75 0.000.000.297,787.461,415.206,372.26 18.17 18.1720176,827.24 0.000.000.006,827.241,776.935,050.31 26.03 26.0320166,212.55 0.000.000.006,212.551,549.574,662.98 24.94 24.9420155,328.82 0.000.000.005,328.82653.504,675.32 12.26 12.2620145,540.62 0.000.001.655,538.9783.865,455.11 1.51 1.5120137,533.10 0.000.000.007,533.1039.217,493.89 0.52 0.5220127,700.71 0.000.00 4,188.953,511.7666.373,445.39 0.86 1.8920112,432.16 0.000.000.002,432.160.002,432.16 0.00 0.0020101,972.85 0.000.000.001,972.850.001,972.85 0.00 0.0020091,336.41 0.000.000.001,336.410.001,336.41 0.00 0.0020081,313.76 0.000.000.001,313.760.001,313.76 0.00 0.0020071,145.20 0.000.000.001,145.200.001,145.20 0.00 0.00TOTAL: 5,696,172.89 0.00 218,743.52 31,596.31 5,883,320.10 5,752,047.11 131,272.99 100.98 97.77Page 5 of 38161
RUN DATE: 6/29/2024 10:56 AMCOLLECTIONS MONTHLY TOTALS REPORTPerson CountyALL BILLS DISTRICT Stormwater FeeTAX YEAR BEGINNING BAL+MISCCHARGES +DISCOVERIES -RELEASES =CURRENT LEVY -PAYMENTS =BALANCE%ORIGLEVY%CURRLEVY2023280,763.40 0.006,754.0023.11 287,494.29 283,982.593,511.70 101.15 98.7820224,154.06 0.000.000.074,153.992,650.401,503.59 63.80 63.8020211,755.36 0.000.000.001,755.36697.531,057.83 39.74 39.7420201,104.66 0.000.000.001,104.66258.96845.70 23.44 23.442019873.66 0.000.000.00873.66237.45636.21 27.18 27.182018782.03 0.000.000.00782.03163.22618.81 20.87 20.872017674.03 0.000.000.00674.03124.87549.16 18.53 18.532016604.53 0.000.000.00604.53104.07500.46 17.22 17.222015529.87 0.000.000.00529.8771.87458.00 13.56 13.562014490.00 0.000.000.00490.0068.00422.00 13.88 13.882013482.00 0.000.000.00482.0064.94417.06 13.47 13.47TOTAL: 292,213.60 0.006,754.0023.18 298,944.42 288,423.90 10,520.52 98.70 96.48Page 12 of 38162
RUN DATE: 6/29/2024 10:56 AMCOLLECTIONS MONTHLY TOTALS REPORTPerson CountyALL BILLS DISTRICT FireTAX YEAR BEGINNING BAL+MISCCHARGES +DISCOVERIES -RELEASES =CURRENT LEVY -PAYMENTS =BALANCE%ORIGLEVY%CURRLEVY20231,719,240.12 0.00 485,473.48 2,654.58 2,202,059.02 2,190,200.42 11,858.60 127.39 99.46202211,269.66 0.0021.3118.5011,272.477,819.983,452.49 69.39 69.3720212,031.97 0.000.004.172,027.801,083.81943.99 53.34 53.4520201,043.38 0.000.004.261,039.12399.91639.21 38.33 38.492019863.84 0.000.000.00863.84362.85500.99 42.00 42.002018194.33 0.000.000.00194.3378.66115.67 40.48 40.48TOTAL: 1,734,643.30 0.00 485,494.79 2,681.51 2,217,456.58 2,199,945.63 17,510.95 126.82 99.21Page 14 of 38163
RECORD AccountName1 AccountName2 DESCRIPTION CountyPrincipalDue
45479 ABDOU ADEL MOHAMED MOTV 29.61
45768 ABDOU ADEL MOHAMED MOTV 46.62
45753 ALLEN JEREMIAH MOTV 10.08
45801 ALLSUP MARK MOTV 13.02
45478 ANDRADE ELIZABETH MAE MOTV 14.35
45502 ANGEL MOISES RUIZ MOTV 38.64
45567 ARROYO LIDIA H MOTV 23.66
45606 AUTREY TERESA MARIE MOTV 25.34
45485 BACON PAMELA KAYE MOTV 18.55
45641 BAILEY CARLTON ONEAL JR MOTV 8.47
45591 BAILEY DENNIS MOTV 12.11
45520 BAKER ROBIN MICHELLE MOTV 9.52
45793 BARAJAS JESUS BARAJAS MARIA MOTV 16.94
45779 BENNETT BARBARA SHOTWELL MOTV 29.89
45579 BETTERTON PRISCILLA OAKLEY MOTV 100.03
45593 BLUME WILLIAM ALLEN MOTV 10.78
45584 BOLDIN DAWN MARIE MOTV 47.04
45816 BOWES ELIZABETH MARIE ESTATE MOTV 14.91
45740 BOWMAN DANTAVIUS JARROD MOTV 36.26
45628 BOWMAN DAPHNE NICOLE MOTV 4.83
45747 BROWNING LINDA JEAN MOTV 8.68
45744 CAMERON BEN EARLY ESTATE MOTV 4.76
45590 CAMERON ROSELYN STREET ESTATE MOTV 6.02
45624 CAMPORVERDE LUIS ROSALINO GUIR MOTV 18.06
45528 CAPLINGER MANDY LEIGH MOTV 2.73
45795 CARRINGTON WILLIAM RICHARD S ESTATE MOTV 5.67
45785 CARTER BONNIE GALE ESTATE MOTV 47.46
45797 CARVER DEVIN VASHON ESTATE MOTV 20.09
45629 CERON ISAAC TRUJILLO MOTV 9.38
45703 CHAMBERS JAMES EDWARD MOTV 4.41
45522 CHRISTIAN MIGUEL ANGEL MOTV 19.18
45676 CHURCHILL LORRAINE LEE CHURCHILL HICKMON ODELL JR ESTATE MOTV 100.11
45697 CLAIBORNE DIANA REGINA MOTV 5.72
45544 CLAY JENNIFER AMANDA MOTV 9.24
45713 CLAY JENNIFER AMANDA MOTV 19.25
45684 CLAYTON ROBERT JASON MOTV 17.15
45803 CLEMMER THERESA JONES CLEMMER JUSTIN WAYNE MOTV 22.33
45691 COOPER JAMES EMORY III ESTATE MOTV 35.70
45694 COOPER JUSTIN LEE MOTV 2.94
45532 COOPER JUSTIN LEE MOTV 9.45
45594 CRAWFORD JASON ANDREW MOTV 5.95
45631 CREDLE JAMES RANDALL MOTV 31.29
45766 CRITTENTON CHRISTOPHER LEE MOTV 8.75
45570 DARBY BENJAMIN ERIC MOTV 52.85
45468 DAVIS LATESHA NICOLE MOTV 2.94
45722 DAVIS SHIRLEY PIERCE MOTV 3.85
45497 DE LA CRUZ MORALES ALEJANDRO MOTV 9.87
45636 DEERMAN TRENA EYVETT MOTV 33.53
45737 DICKERSON TAYLOR WAYNE MOTV 2.63
45508 DICKERSON TAYLOR WAYNE MOTV 83.51
45679 DONDIEGO HERIBERTO MOTV 3.78
45653 DOWNS JORDAN LEIGH ESTATE MOTV 7.07
45790 DUNCAN JAMES JOE ESTATE MOTV 101.64
45714 DUNCAN KATTIE BROWN ESTATE MOTV 27.93
45611 DUNN TIA TNISE MOTV 51.17
45784 EMBRY FRANCINE RUTH MOTV 20.65
45553 FARRISH CEDRIC DESHAZO MOTV 25.48
45759 FERRELL TIFFANY DAWN MOTV 25.41
45846 FLOW TECH LLC MOTV 19.18
45507 FORD ALICE MARGARET MICHELLE MOTV 7.35
45529 GADSON JAMES EDWARD MOTV 5.81
45677 GARCIA GABRIEL TREVINO MOTV 8.26
45670 GARDNER THERESA FAULKNER MOTV 20.16
45800 GLASS BRENDA RICHARDSON MOTV 20.16
45604 GLENN MARKEY EDWARD JR MOTV 27.58
45786 GRUBBS DANYA MOTV 12.04
45481 GRUBBS LISA KIRBY MOTV 14.56
45647 GRUBBS LISA KIRBY MOTV 76.65
45696 GUERRA IVAN BRUNO MOTV 14.35
45712 GUERRA IVAN BRUNO MOTV 21.21
2013 WRITE-OFF Page 1 of 5164
RECORD AccountName1 AccountName2 DESCRIPTION CountyPrincipalDue
45571 GUERRA IVAN BRUNO MOTV 34.02
45802 GUERRA IVAN BRUNO MOTV 36.54
45501 GUZMAN ELIAS MENDEZ MOTV 32.13
45560 HAITHCOCK CINDY PURVIS MOTV 12.88
45588 HAWKINS KATHRYN PHILLIPS MOTV 4.62
45667 HAWLEY JOYCE DOWNEY ESTATE MOTV 37.80
45760 HERNANDEZ DOROTHY LOUISE MOTV 18.62
45608 HERNANDEZ PENNY LANE GOMEZ ELIUD EUGENE MOTV 65.03
45787 HERRERA MARIA FRANCISCA MOTV 29.75
45576 HERRERA MARIA FRANCISCA MOTV 30.38
45565 HERRERA SALAS FRANCISCO MOTV 21.42
45727 IRBY RUBY MAE MOTV 35.00
45716 IRBY RUBY MAE MOTV 47.95
45852 JACKSON TAIKITIA SHERRELL BASS WILLIE LARRY MOTV 47.46
45551 JACKSON TARA LATISHA MOTV 30.45
45662 JOHNSON DONNIE WAYNE ESTATE MOTV 18.20
45763 JOHNSON KENNETH LANE MOTV 28.21
45721 JOHNSON PANSIE HARSTON MOTV 13.72
45622 JOHNSON RAMOND PAUSEL ESTATE MOTV 4.30
45820 JONES JOANN HUGHES MOTV 9.10
45531 JONES SIMONE ASHLEY MOTV 4.83
45619 JOSEPH ANSIL LOUIS MOTV 65.38
45573 KENDRICK MAKAYLA STAR MOTV 82.04
45543 KING JONATHAN ANDREWS MOTV 16.52
45758 KING SHANNON VIRGINIA MOTV 18.27
45496 LAMB JOHN ROBERT LAMB DONALDA MARY MARGARET MOTV 6.47
45699 LAWSON LETICIA DESHANNON MOTV 43.54
45643 LAWSON SHANJERRE LATRISH LAWSON MAXELL JR MOTV 3.09
45771 LEON HORTENCIA ARIAS MOTV 16.52
45521 LIVINGSTON ANGEL LEE MOTV 61.04
45855 LOFTIS GREGORY DALE JR MOTV 1.66
45597 LONG STEPHANIE WADE MOTV 3.22
45799 LOPEZ JESUS GARCIA MOTV 14.63
45680 LOPEZ JESUS GARCIA MOTV 14.98
45635 LUCKART THERESA LEE MOTV 10.71
45486 LYONS CRYSTAL SHUNTEL MOTV 9.38
45491 MALINSKI HOLLY MARION MOTV 20.86
45775 MARTIN LISA MARIE MOTV 71.40
45711 MARTIN LOETTA JOYCE MOTV 14.53
45717 MARTIN MELLISSA DALE MOTV 6.72
45558 MAYS JERRICK KAJUAN MOTV 5.04
45618 MCCORP INC MOTV 63.77
45614 MCCORP INC MOTV 64.12
45765 MCKINNY RICKY MOTV 10.64
45595 MCMANUS ANJEANETTE MOTV 2.52
45630 MCMULLEN DAVID RICHARD MOTV 41.09
45582 MEADOWS SHIRLEY ANN MOTV 7.14
45818 MEDINA TAMATHA MICHELLE MOTV 35.35
45490 MESSER CANDACE NICOLE MOTV 37.24
45589 MICHALEC SHEILA SMITH MOTV 7.42
45492 MILLER MONICA MARIE MOTV 41.16
45719 MONTAGUE BOBBY JOE ESTATE MOTV 14.56
45569 NELSON JOHN RONALD MOTV 12.46
45738 NELSON WONSALEAN LUCILLE MOTV 131.18
45493 NUNLEY DEREK ALAN MOTV 21.14
45599 OBIE JOHN ROBERT MOTV 5.67
45739 OBIE JOHN ROBERT MOTV 82.04
45605 OCHOA ZEA ALVARO MOTV 27.09
45678 OUIMET BRETT LAWRENCE MOTV 49.07
45819 PARKER JAMES RUFUS JR MOTV 82.18
45730 PAUL-COX LINDA FAY MOTV 48.65
45663 PEARSON HEALTH INVESTORS LLC MOTV 12.95
45660 PENA AMY ROZANNE MOTV 4.06
45639 PERDEW JOSHUA FREDERICK MOTV 12.25
45627 PETTIFORD DOROTHY ANNE MOTV 29.19
45685 PETTIFORD JAMES THOMAS JR MOTV 9.38
45482 PETTIFORD JAMES THOMAS JR MOTV 18.76
45586 POTEAT LINDA KAY MOTV 28.28
45487 POTTS BRANDI MARIE MOTV 16.66
45773 PROUT DONNA MARIE MOTV 17.50
2013 WRITE-OFF Page 2 of 5165
RECORD AccountName1 AccountName2 DESCRIPTION CountyPrincipalDue
45733 REED DIANNE WADE MOTV 26.88
45709 REED HERMAN LEE MOTV 4.90
45596 REED MICHELLE LEE MOTV 3.57
45500 REGIONS LEASING MOTV 83.72
45472 REYNOLDS JASON H REYNOLDS SHARON D MOTV 11.57
45464 REYNOLDS JASON H REYNOLDS SHARON D MOTV 11.62
45769 RIDGEWAY ROBERT JAY MOTV 11.55
45513 RIGSBEE PATRICIA HOLT MOTV 40.67
45734 RIZZO KATRINA MARIE MOTV 34.02
45480 ROACH SUSAN CARVER MOTV 10.50
45796 ROBERTS MILDRED DENISE MOTV 2.71
45477 ROBERTS MILDRED DENISE MOTV 6.09
45794 ROBERTS MILDRED DENISE MOTV 12.88
45809 ROGERS KELLY LOUISE MOTV 67.13
45849 ROSALEZ ORACIO MOTV 25.48
45511 ROTEN ANGELA MICHELLE MOTV 27.86
45559 RYERSON ELIZABETH RYERSON DONALD ALFRED MOTV 49.84
45672 RYERSON MARY JOHNSON RYERSON DONALD ALFRED MOTV 11.55
45791 SALINAS YALIRA CIELITO MOTV 44.38
45741 SALINAS YALIRA CIELITO MOTV 194.39
45583 SALTO BOLIVAR IVAN YUNGAIZACA MOTV 28.35
45732 SANCHEZ MOISES CHAMOL MOTV 10.64
45542 SATTERFIELD ANN JAY MOTV 20.02
45658 SCOGGINS HUBERT LEE MOTV 7.14
45633 SEATE GEORGE PAUL ESTATE MOTV 30.63
45657 SHIVELY MELISSA THOMAS MOTV 15.12
45509 SMITH EVON DELORIS MOTV 18.45
45540 STAUNTON CARLA MARIE MOTV 24.29
45616 STEPP MATTHEW JOSEPH MOTV 1.97
45504 STEPP MATTHEW JOSEPH MOTV 19.81
45561 STEPP MATTHEW JOSEPH MOTV 23.66
45693 STONE JODY DOUGLAS MOTV 6.72
45655 STONE MANDI LYNN MOTV 5.74
45518 TALLEY BRYANA YANA ALONDA MOTV 28.35
45642 TALLEY GARY BRANN MOTV 11.90
45750 THAXTON HAYWOOD MONROE MOTV 8.75
45498 THAXTON MICHAEL GLENN MOTV 16.38
45580 THOMPSON ANDREW GLENN MOTV 10.08
45661 THORPE LEONDIS MOTV 11.62
45682 TOLENTINO MARKO RODOLFO MOTV 25.83
45495 TUCK SHERILL DEVON JR MOTV 8.82
45807 VAUGHAN CAMERON STEWART MOTV 5.18
45761 WAGNER ROGER ALLEN ESTATE MOTV 17.29
45574 WAGSTAFF HENRY LOUIS MOTV 60.06
45463 WALKER MICHELLE BOISVERT MOTV 4.69
45806 WESLEY MICHELLE MASLUK MOTV 14.35
45813 WEST ASHLEY DAWN MOTV 9.03
45471 WHITLOW CECIL TODD MOTV 7.35
45770 WILLIAMS DANIEL CHAVIS MOTV 21.00
45659 WILLIAMS TERRY WAYNE MOTV 4.90
45621 WILSON CARLOTTA RENA MOTV 82.39
45475 WILSON LATONYA FAYE MOTV 4.90
45592 WINBUSH PATRICK ANDREW MOTV 5.18
45755 WOMACK ALBERT GUILL JR MOTV 5.32
45689 WOODS ILEEN MOTV 41.82
45715 WRENN KELLY JEAN MOTV 9.45
45686 WRENN WILLIE LEE SR MOTV 1.40
45656 YARBORO SHANNON NICHOLE MOTV 2.10
45467 ZIMMERMAN MARTHA WRENN ESTATE MOTV 5.04
45617 ZOST MARY ALKINS MOTV 156.38
46137 BAILEY BETTY LIFE ESTATE 9 & 18/100 AC 130.35
45833 BALTAZAR ALVARDO ELOY PER/SW/LT44/TOMS 84.20
45860 BARAJAS JESUS BARAJAS MARIA PER/SW/LT55/46 AUSTIN 62.50
45944 BARNETTE GARLAND CHESTER LOT 9 VACANT 105.21
45970 BASS LEWIS WELDON ESTATE 11 ACRES 180.18
45839 BOWMAN EMERSON TROY 9.50
45865 BOYD KATHY WRIGHT PER/SW/LT6/C&M 28.06
46018 BRADSHER LEE ESTATE DICKENS ST V/L 19.40
50844 BROOKS BARBARA ANN 20.51
2013 WRITE-OFF Page 3 of 5166
RECORD AccountName1 AccountName2 DESCRIPTION CountyPrincipalDue
46019 BUMPASS MAGGIE ESTATE BUMPASS W POOLE ESTATE OFF HILL ST V/L 23.10
45972 BUMPASS ROSCOE ESTATE BUMPASS CARRIE ESTATE LOT 89.60
45826 CALDERON MIRIAM LUNA PER/SW/LT19/TOMS 49.46
45906 CAMARILLO PEREZ WALTER STUART PER/SW/LT35/100 AUSTYN 17.07
45850 CARMIRILLO GILBERTO PER/SW/LT18/96 AUSTYN 14.83
46021 CHAMBERS MARTHA ESTATE V/L OFF EDGAR ST 6.35
45840 CHEEK STEVEN J ESTATE 10.89
46188 CLAYTON LUNA ESTATE PVT ROADWAY LUNA CLAYTON 15.95
46006 CONLEY BRENDA MICKEY TAMARA VACANT LOT 23.03
45862 CORONA CALIXTO PER/SW/LT13/TOMS 68.05
46119 CRAWLEY REGINA LT 4 CHESTNUT & RALAPEN 468.82
45841 CROSS HAROLD THEODORE ESTATE PER/SW/LT9/C&M 16.09
45866 CUNNINGHAM SHARNTYA PER/SW/124 BROOKSTONE LN 98.18
46098 DAVID JUNCY GARCESSA 1 ACRE 89.60
46024 DAY JOHN BERLIE JR ESTATE 1 LOT & COMM BLDG 367.48
45863 DELA-CRUZ FERNANDO ESTATE PER/SW/LT33/TOMS 94.70
45836 DUNCAN KATTIE BROWN ESTATE PER/SW/LT29/TOMS 41.71
46028 DUNEVANT ELIZABETH W ESTATE HOUSE & LOT 357.72
46030 EVANS DAVID THOMAS V/L 119.95
46031 EVANS DAVID THOMAS 1 LOT/SWR 150.06
45888 FARR JAMES HENRY JR 56.50
45899 FISHER KEVIN L 4.61
45821 FRIAS GUEVARA MOISES PER/SW/LT11/1269 N MAIN 46.74
45896 GARNETT SHARON BLACKWELL PERS/SW/LT19/LEHEIGH 39.00
46032 GENTRY ALPHA ESTATE GENTRY MARY F ESTATE 67/100 AC VACANT 62.54
45998 GENTRY AURELIOUS ESTATE 1 ACRE & HOUSE 429.81
46033 GENTRY DEROTHA ESTATE 66/100 ACRE VACANT 62.58
45909 GLENN MARK E 1.75
45823 GOLDEN YEARS FAMILY CARE HOME DURHAM SUSAN COX 36.16
45838 GOMEZ MARIO MANCIO 14.61
46035 GRAVES EUGENIA ESTATE V/L 15.25
46037 HALL PAMELA ROSE LEASEHOLD 1.75
45868 HARGIS ALBERT LEE 5.01
45904 HOLLOW RIDGE GROCERY STORE CLAYTON BERNARD D 22.13
46040 HOLLOWAY FRED G ESTATE VACANT LOT 20.94
46007 HOMECOMINGS FINANCIAL NETWORK HOUSE & LOT 17.53
45861 INTERNATIONAL AGGREGATE INC 346.14
46122 JAY BOB ESTATE VACANT LOT 17.68
46027 JEFFERS CLARA ESTATE 9/40AC CLARA JEFFERS EST 121.66
46044 JOHNSON J G ESTATE MAP 20 34 & 34/1 205.56
46156 JONES JAMES E ESTATE LOT 158 EAST 47.25
46046 JONES JAMES ESTATE & OTHERS 705 ROXBORO ST 74.40
46048 JONES SAMUEL F ESTATE HARRIS ST 49.00
46049 JORDAN TRAVIS TALLEY ESTATE JORDAN KAY FOUSHEE ST 401.74
46029 JORDAN TRAVIS TALLEY ESTATE HOUSE/LOT/CHARLES ST 495.73
46000 KINGS MARIE STEW ESTATE H/L 334.75
46051 LAWSON CHARLES ESTATE LAWSON LOTTIE ESTATE BURCH AVE V/L 33.96
46050 LAWSON CHARLES ESTATE LAWSON LOTTIE ESTATE H/L BURCH AVE 10.10
45867 LAWSON LOTTIE ESTATE 5.25
45884 LEWIS PENELOPE LYNN ESTATE 5.04
45912 LONG MICHELLE LEE 11.45
45976 LUNSFORD DALE P 1 & 8/10 ACRES & HOUSE 309.94
46150 MANGUM CARL EDWARD JR ESTATE DW/LH ON AL AMIN AMINA 248.65
45900 MARSHALL BOB JR 64.88
45873 MARTIN JEANETTE PER/SW/LT36/PERSONALIZED 44.23
45986 MCBROOM JOSEPH R ESTATE MCBROOM KATHERINE ESTATE TIMBERLAKE AC/LT4B/VL 26.67
46095 MCGLONE JOSEPHINE F ESTATE HARRIS STREET 23.07
45920 MCMULLEN DAVID RICHARD 28.67
46023 MOORE BEVERLY D 2&95/100AC & HSE 222.99
45825 MORALES ALEX PER/SW/LT47/PERSONALIZED 112.27
45952 NORWOOD A V ESTATE JOHNNIE TERRELL/VL 40.69
46056 OWENS ESTHER ESTATE & OTHERS OWENS JULE ESTATE VACANT LOT 61.74
45987 OWENS J E ESTATE VACANT LOT 17.72
46053 PAINTER BURLEY C ESTATE SW/ON ELBERT PAINTER 10.01
45908 PEREZ JOSE BELLO PER/SW/LT27/1269 N MAIN 12.17
46063 PERRY FARRINER ESTATE SUGAR HILL RD 38.77
46064 PERRY TED ESTATE SUGAR HILL RD 38.77
45877 PIXLEY RANDALL KEITH 3.50
46065 POOLE FRANK B SR ESTATE POOLE FRANK B JR ESTATE V/L 27.22
45894 POPESCU PATRICIU LAURENTIU 8.12
2013 WRITE-OFF Page 4 of 5167
RECORD AccountName1 AccountName2 DESCRIPTION CountyPrincipalDue
45829 POTEAT HANNAH POTEAT COREY ANGELO PER/SW/217 SHALE CIRCLE 41.29
46069 RAMSEY MARY ELLEN ESTATE V/L 32.14
46068 RAMSEY MARY ELLEN ESTATE H/L 172.98
46128 REAVES EDWIN MERRITT SW LH ON DC HORTON 28.98
45921 RENEES CRAFT & ALTERATIONS ROYSTER SHIRLEY HARRIS 2.67
45907 RODRIQUEZ JANEHA TOLINTINO PER/SW/LT36/70 CARLYLE 14.83
45871 ROXBORO ATHLETIC CLUB ZOST WILLIAM FREDRICK II 73.78
45822 ROXBORO ATHLETIC CLUB ZOST WILLIAM FREDRICK II 577.65
45928 ROXBORO FUEL TIME 38.50
45915 SAMPLE CAROLYN ELIZABELLE ESTATE 40.88
45847 SANFORD THELMA ESTATE 10.09
46170 SHELTON BERTHA ESTATE DW/ON RB DAWES 49.90
46072 SMITH MELVIN LEE ESTATE SUGAR HILL RD 31.33
46166 SPARROW IO LLC DBA LAND STRIVE COM A2Z LAND TEAM LLC CARVERDAILE/PH5/LT6A/VL 23.39
46167 SPARROW IO LLC DBA LAND STRIVE COM A2Z LAND TEAM LLC CARVERDAILE/PH5/LT7A/VL 23.39
46076 STEPHENS WILLIE B ESTATE 1 LOT 5.09
46080 TAYLOR CHARLIE ESTATE LOT 10.09
45953 TERRELL JOHNNIE CECIL ESTATE JOHNNIE TERRELL/VL 123.19
45929 TERRYS WASH & DETAIL CAMMON TERRENCE JERMONE 21.00
46082 THORPE NAT ESTATE V/L 25.76
46084 TIMMONS WALTER JR 30/100AC & HOUSE 96.33
45828 TOLENTINO ANTONIO PERS/SW/LT4/65 CARLYLE 33.36
46087 VAUGHAN ALBERT RALPH JR ESTATE HOUSE & LOT 497.78
45858 VAZQUEZ JOHNATHAN PER/SW/LT21/19 AUSTYN 26.78
45942 WALKER BESSIE JANE ESTATE 46/100 ACRE & HOUSE 175.57
46004 WALKER LACY B ESTATE 1 ACRE VACANT 72.80
45827 WEBER JANICE ESTATE PER/SW/LT47/TOMS 48.04
46183 WELLS FARGO BANK NA 90/100AC DRAINFIELD/LT9C 17.31
46189 WHITFIELD WILLIAM ESTATE 25/100AC OFF SUGAR HILL 18.85
45914 WILLIAMS DANIEL CHAVIS 39.20
46089 WILLIAMS JOE RICHARD ESTATE WILLIAMS ADA ESTATE HOUSE & LOT 615.64
46164 WILSON DIANE CARVER ESTATE CARVERDAILE/PH5/LT10A/VL 21.79
46165 WILSON DIANE CARVER ESTATE CARVERDAILE/PH5/LT8A/VL 15.32
46020 WILSON GLADYS H ESTATE NICHOLS AVENUE H/L 54.33
46057 WINSTEAD JAMES JR 1 & 1/100 AC 470.86
46093 WINSTEAD JAMES JR 1 & 87/100/MH ON PER 122.21
46094 WINSTEAD SAM E ESTATE VACANT LOT 21.24
45882 WOODS KENNETH EDWARD PER/SW/LT47/LEHEIGH 26.41
15,899.93
2013 WRITE-OFF Page 5 of 5168
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Order to Collect Taxes
Summary of Information: As required by G.S. 105-321, the governing board of the taxing
unit must issue an order of collection to tax collectors. This gives the tax collector legal
authority to collect taxes. The order is included in Attachment II.
Recommended Action: Direct Tax Collector to collect taxes for 2024 and delinquent taxes
from prior years.
Submitted By: Russell Jones, Tax Administrator
169
170
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Stryker ALS360 Funding Request
Summary of Information: The Department of Emergency Services is seeking funding to
participate in the Stryker ALS360 program to replace existing patient care equipment that is past its
safe and reliable service life or is approaching that benchmark. The Department is also seeking
ALS360 funding from the Fire Tax District – Special Revenue Fund to equip fire departments in
Person County with new Automated External Defibrillators (AED) to replace aged and non-
standardized equipment and to add LUCAS CPR compression devices to their equipment to improve
response and survival from out-of-hospital cardiac arrest.
The Stryker ALS360 program is a ten-year program that will allow Person County to update all of its
Emergency Medical Services biomedical and patient movement equipment into a single purchase
and maintenance plan which will result in significant cost savings to the County. Benefits of the plan
include the following:
10 years of level payments which allows for better budgeting practices and no increases in
equipment or maintenance costs over that ten-year period.
Technology refresh after 36 months, and upon the launch of new technology, allowing the
system to stay current on EMS equipment and take advantage of new technologies at current
price points.
If a new generation of equipment is not launched in sixty months, then equipment will be
replaced with current generation ensuring equipment is safe, reliable and meets FDA service
life requirements.
Price includes all new Power Load installations for ambulance fleet to include floor plates
and wiring installation.
ProCare maintenance program consolidates all maintenance contracts into one single
contract, covers on-site maintenance to reduce equipment downtime, includes asset tracking
software, and maintenance costs are fixed (will not increase) for the life of the program.
171
Includes comprehensive patient data management software for optimized tracking and
sharing of patient biomedical data across the continuum of the patient care experience in a
HIPPA secure platform.
Includes discounted pricing for consumable supplies and equipment used for patient care
associated with the biomedical and transport equipment.
Additional equipment that is purchased, due to fleet growth, can be added to the program
through an addendum at current market costs.
Included with the Department of Emergency Services request is replacement of AEDs in county
buildings to replace current devices that have exceeded their service life. By including these devices
in this program, it will allow for standardization across the county of Stryker brand equipment, bring
these AED devices under a single maintenance plan and reduce costs for replacement AED pads and
batteries which need to be replaced on a defined schedule.
The Department of Emergency Services is also seeking funding through the Fire Tax District –
Special Revenue Fund to equip each volunteer fire department in the County with two Stryker AEDs
and all fire departments with one LUCAS CPR chest compression device to place on their first run
apparatus. The purpose for this request is:
To replace aged equipment that is at or approaching end-of-service life.
To standardize first run equipment that is compatible with equipment carried by EMS and
allow for seamless data integration for continuity of patient care.
Due to fire department staffing challenges and EMS response times/distances, the addition of
a CPR compression device will allow for consistent high-quality CPR to be performed on
cardiac arrest victims prior to EMS arrival which is the greatest indicator of out-of-hospital
cardiac arrest survival.
Funding Request:
Fund Budget Line Amount
General Fund 1004370-443000 $474,860
Fire Tax District – Special Revenue Fund 2504377-430000 $81,000
Total Annual Request $555,860
If funding request is approved, $109,000 can be reallocated from General Fund Lines 1004370-
443000 and 1004370-444000 which is currently allocated for Stryker Maintenance and Service
contracts in the current budget.
Recommended Action: Approve Stryker ALS360 funding request.
Submitted By: Thomas E. Schwalenberg, Director of Emergency Services
172
Agreement #:
Flex Financial, a division of Stryker Sales, LLC
1901 Romence Road Parkway
Portage, MI 49002
t: 1-888-308-3146 f: 877-204-1332
www.stryker.com
Date: November 9, 2017
Customer Legal Name
Billing Address
RE: Reference no:
Thank you for choosing Flex Financial, a division of Stryker Sales, LLC for your equipment financing needs. Enclosed please find the financing
documents necessary to enter into the financing arrangement. Once all of the documents are completed, properly executed and returned to us, we will issue
an order for release of the financed equipment.
PLEASE COMPLETE ALL ENCLOSED DOCUMENTS TO EXPEDITE THE SHIPMENT OF YOUR ORDER.
Master Agreement
Rental Schedule to Master Agreement
Exhibit A - Detail of Equipment
Insurance Authorization and Verification
**Conditions of Approval: Insurance Authorization and Verification
PLEASE PROVIDE THE FOLLOWING WITH THE COMPLETED DOCUMENTS:
Federal tax ID number:
Purchase order number:
Phone number:
AP address:
Contact name:
Email address:
Please fax completed documents to (877) 204-1332. Return original documents to 1901 Romence Road Parkway Portage, MI 49002 (using
Fed-Ex Shipping ID# 612-309469)
Your personal documentation specialist is Michelle Warren and can be reached at 269-389-1909 or by email michelle.warren@stryker.com for any
questions regarding these documents.
The financing proposal evidenced by these documents is valid through the last business day of November, 2022
Sincerely,
Flex Financial, a division of Stryker Sales Corporation
Notice: To help the government fight the funding of terrorism and money laundering activities, U.S. Federal law requires financial institutions
to obtain, verify and record information that identifies each person (individuals or businesses) who opens an account. What this means for
you: When you open an account or add any additional service, we will ask you for your name, address, federal employer identification
number and other information that will allow us to identify you. We may also ask to see other identifying documents. For your records, the
federal employer identification number for Flex Financial, a Division of Stryker Sales Corporation is 38-2902424.
173
MASTER AGREEMENT No.
Agreement #
Owner:
Flex Financial, a division of Stryker Sales, LLC
1901 Romence Road Parkway
Portage, MI 49002
Customer:
Legal Name
Billing Address
1. Master agreement.The undersigned Customer ("Customer") unconditionally and irrevocably agrees with the above referenced Owner (together with all of
its successors and Assignees, collectively, "Owner") to use or acquire, as applicable, the equipment and other personal property and services, if any (together
with all additions and attachments to it and all substitutions for it, collectively, the "Equipment") described in each Equipment Schedule referencing this
Agreement (which may be in the form of an Equipment Lease Schedule, Equipment Rental Schedule, Equipment Use Schedule, Fee Per Disposable Schedule,
Fee Per Implant Schedule, Equipment Purchase Schedule or other schedule referencing this Agreement, each, together with any attachments thereto, an
"Equipment Schedule") and purchased from the Supplier(s) noted in the applicable Equipment Schedule (each a "Supplier"). Each Equipment Schedule shall
incorporate by reference all of the terms of this Agreement and shall constitute a separate agreement (each such Equipment Schedule, together with such
incorporated terms of this Agreement, collectively, a "Schedule") that is assignable separately from each other Schedule. In the event of a conflict between this
Agreement and the terms of an Equipment Schedule, the terms of the Equipment Schedule shall prevail. No provision of a Schedule may be amended except in
a writing signed by Owner's and Customer's duly authorized representatives.
2. Risk of loss. Effective upon delivery to Customer and continuing until the Equipment is returned to Owner in accordance with the terms of each Schedule,
Customer shall bear all risks of loss or damage to the Equipment and if any loss occurs Customer is nevertheless required to satisfy all of its obligations under
each Schedule.
3. Payments/fees.All periodic payments, "Semi-Annual Differential" (if a Fee Per Disposable Schedule or Fee Per Implant Schedule) and other amounts due
from Customer to Owner under a Schedule are collectively referred to as "Payments". Unless otherwise instructed by Owner in writing, all Payments shall be
made to Owner's address in the applicable Schedule. Any payment by or on behalf of Customer that purports to be payment in full for any obligation under any
Schedule may only be made after Owner's prior written agreement to accept such payment amount. If Customer fails to pay any amount due under a Schedule
within ten (10) days after its due date, Customer agrees to pay a late charge equal to (as reasonable liquidated damages and not as a penalty) five percent (5%)
of the amount of each such late payment. If any check or funds transfer request for any Payment is returned to Owner unpaid, Customer shall pay Owner a
service charge of $55 for each such returned check or request. Customer authorizes Owner to adjust the Payments at any time if taxes included in the Payments
differ from Owner's estimate.Customer agrees that the Payments under a Schedule were calculated by Owner based, in part, on an interest rate equivalent as
quoted on the Intercontinental Exchange website, at https://www.theice.com/marketdata/reports/180, under the USD Rates 1100 Series, that would have a
repayment term equivalent to the initial term (or an interpolated rate if a like-term is not available) as reasonable determined by us and in the event the date the
Equipment is delivered to Customer under any Schedule is more than 30 days after Owner sends the Schedule to Customer, Owner may adjust the Payments
once to compensate Owner, in good faith, for any increase in such rate.
4. Equipment. Customer shall keep the Equipment free of liens, claims and encumbrances, and shall not modify, move, sell, transfer, or otherwise encumber
any Equipment or permit any Equipment to be used by others or become attached to any realty, in each case without the prior written consent of Owner, which
consent shall not be unreasonably withheld. Any modification or addition to any Equipment shall automatically become the sole property of Owner, unless the
Schedule is an Equipment Purchase Schedule or Customer selects $1.00 Buyout for any Schedule. Owner shall have the right to enter Customer's premises
during business hours to inspect any Equipment and observe its use upon at least one (1) day's prior written or verbal notice. Customer shall comply with all
applicable laws, rules and regulations concerning the operation, ownership, use and/or possession of the Equipment.
5. Obligations absolute. Customer's Payments and other obligations under each Schedule are absolute and unconditional and non-cancelable
regardless of any defect or damage to the Equipment (or Disposables/Implants, if applicable) or loss of possession, use or destruction of the
Equipment (or Disposables/Implants, if applicable) and are not subject to any set-offs, recoupment, claims, abatements or defenses, provided that
neither this Agreement nor any EquipmentSchedule shall impair any express warrantees or indemnifications, written service agreements or other
obligations of Stryker Corporation or any of itssubsidiaries to Customer regarding the Equipment and Owner hereby assigns all of its rights in any
Equipment warrantees to Customer. Customer waives all rights to any indirect, punitive, special or consequential damages in connection with the Equipment
or any Schedule.
6. Use/assignment/disclaimers.All Equipment shall be used solely for business purposes, and not for personal or household use. Customer shall maintain the
Equipment in good repair in accordance with the instructions of the Supplier so that it shall be able to operate in accordance with the manufacturer's
specifications.CUSTOMER SHALL NOT TRANSFER OR ASSIGN ANY OF ITS RIGHTS OR OBLIGATIONS UNDER ANY SCHEDULE OR EQUIPMENT
withoutOwner's prior written consent, which consent shall not be unreasonably withheld. Customer shall promptly notify Owner in writing of any loss or damage
to any Equipment. Owner shall own the Equipment (unless the Schedule is an Equipment Purchase Schedule or Customer selects $1.00 Buyout for any
Schedule). Owner may sell, assign, transfer or grant a security interest to any third party (each, an "Assignee") in any Equipment, Payments and/or Schedule,
or interest therein, in whole or in part, without notice to or consent by Customer. Customer agrees that Owner may assign its rights under and/or interest in each
Schedule and the related Equipment to an Assignee immediately upon or any time after Owner's acceptance of each Schedule and upon such assignment,
Customer consents to such assignment and acknowledges that references herein to "Owner" shall mean the Assignee. No Assignee shall assume or be liable
for any of the Original Owner's (as defined below) obligations to Customer even though an Assignee may continue to bill and collect all of Customer's obligations
under this Agreement in the name of "Flex Financial, a division of Stryker Sales, LLC". Customer acknowledges that such Assignee is not the
manufacturer or supplier of any Equipment and is not responsible for its delivery, installation, repair, maintenance or servicing and no Assignee shall have any
obligations or liabilities of any kind whatsoever concerning or relating to the Equipment. Customer has selected each Supplier and manufacturer and all of the
Equipment. Neither the Original Owner, Supplier nor any manufacturer is an agent of any Assignee, and no representative of the Original Owner, manufacturer
or any Supplier is authorized to bind any Assignee for any purpose or make any representation on Assignee's behalf. Customer agrees to look only to Stryker
Sales Corporation (the "Original Owner"), the Supplier(s) or the manufacturer(s) for any defect or breach of warranty regarding the Equipment.AS TO ANY
ASSIGNEE, CUSTOMER TAKES AND USES THE EQUIPMENT ON AN "AS-IS", "WHERE-IS" BASIS. ASSIGNEE MAKES NO REPRESENTATION OR
WARRANTY OF ANY KIND WHATSOEVER, EXPRESS OR IMPLIED, REGARDING ANY EQUIPMENT, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED
WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. TO THE EXTENT, IF ANY, THAT CUSTOMER HAS ANY CLAIMS,
RIGHTS OR DEFENSES AGAINST THE ORIGINAL OWNER, ANY MANUFACTURER AND/OR ANY SUPPLIER, CUSTOMER SHALL RAISE SUCH
CLAIMS, RIGHTS OR DEFENSES ONLY AGAINST THE ORIGINAL OWNER, MANUFACTURER OR SUPPLIER AND NOT AGAINST ASSIGNEE AND
SHALL NONE-THE-LESS PAY ALL PAYMENTS AND OTHER AMOUNTS DUE UNDER A SCHEDULE TO THE ASSIGNEE ON THEIR RESPECTIVE DUE
DATES WITHOUT ANY DEFENSE, RECOUPMENT, SETOFF, ABATEMENT, CLAIM OR COUNTERCLAIM OF ANY NATURE. THE ORIGINAL
OWNER (INCLUDING FLEX FINANCIAL, A DIVISION OF STRYKER SALES LLC, ITS DIVISION) MAKES NO IMPLIED WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARDING ANY EQUIPMENT.
174
MASTER AGREEMENT No.
Agreement #
7. Insurance/indemnification.Customer shall at all times maintain and provide Owner with certificates of insurance evidencing (i) third-party general liability
insurance (covering death and personal injury and damage to third party property) with a minimum limit of $1 million combined single limit per occurrence and
(ii) property insurance covering the Equipment against fire, theft, and other loss, damage or casualty for the full replacement value of the Equipmentineach
case with insurers acceptable to Owner. Such policies shall list Owner and each Assignee as an additional insured and sole loss payee, as applicable, for such
insurance. Such insurance policies shall require the insurer to provide Owner with at least 30 days' prior written notice of any material change in or cancellation
of the insurance. In the event that Owner determines that the insurance is not in effect, Owner may (but shall not be required to) obtain such insurance and add
an insurance fee (which may include a profit) to the amounts due from Customer under the applicable Schedule. Upon any loss or damage to any Equipment,
Customer shall continue to pay all Payments due under the related Schedule for the remainder of its term and shall, at Owner's sole election, either repair such
Equipment or replace it with comparable equipment satisfactory to Owner. Proceeds of insurance shall be paid to Owner with respect to any Equipment loss,
damage, theft or other casualty and shall, at the election of Owner, be applied either to the repair of the Equipment by payment by Owner directly to the party
completing the repairs, or to the reimbursement of Customer for the cost of such repairs; provided, however, that Owner shall have no obligation to make such
payment or any part thereof until receipt of such evidence as Owner shall deem satisfactory that such repairs have been completed and further provided that
Owner may apply such proceeds to the payment of any Payments or other sum due or to become due hereunder if at the time such proceeds are received by
Owner there shall have occurred any Event of Default or any event which with lapse of time or notice, or both, would become an Event of Default. To the extent
not expressly prohibited by applicable law, Customer will reimburse and defend Owner, including each Assignee for and against any losses, injuries, damages,
liabilities, expenses, claims or legal proceedings asserted against or incurred by Owner, including any Assignee, relating to the Equipment and which relate to or
arise out of Customer's act or omission or the act or omission of Customer's agents or employees or others (excluding Owner) with access to the Equipment. All
Taxes and indemnity obligations shall survive the termination, cancellation or expiration of a Schedule.
8. UCC filings. CUSTOMER WAIVES ANY AND ALL RIGHTS AND REMEDIES GRANTED TO CUSTOMER BY SECTIONS 2A-508 THROUGH 2A-522 OF
THE UNIFORM COMMERCIAL CODE ("UCC"). If and to the extent that this Agreement or a Schedule is deemed a security agreement (or if the Schedule is an
Equipment Purchase Schedule or Customer selects $1.00 Buyout for any Schedule), Customer hereby grants to Owner, its successors and assigns, a security
interest in all of Customer's rights under and interest in the Equipment, all additions to the Equipment and all proceeds of the foregoing. Such security interest
secures all Payments and other obligations owing by Customer to Owner under the applicable Schedule. Customer authorizes Owner and any Assignee to file
UCC financing statements disclosing Owner's or Assignee's interest in the Equipment. Customer shall provide Owner with at least 45 days' prior written notice of
any change to Customer's principal place of business, organization or incorporation.
9. Taxes.
(a) Reporting and Payment. If permitted by applicable law and except as noted below, Owner shall pay when and as due all sales, use, property, excise and
other taxes, and all license and registration fees now or hereafter imposed by any governmental body or agency upon any Schedule or the ownership, use,
possession, or sale of the Equipment, together with all interest and penalties for their late payment or non-payment ("Taxes"). Customer shall indemnify and hold
Owner harmless from any such Taxes. Owner shall prepare and file all tax returns relating to Taxes for which Owner is responsible hereunder or which Owner is
permitted to file under the laws of the applicable taxing jurisdiction. Except with respect to Equipment subject to an Equipment Purchase Schedule or $1.00
Buyout, Customer will not list any of the Equipment for property tax purposes or report any property tax assessed against the Equipment. Upon receipt ofany
tax bill pertaining to the Equipment from the appropriate taxing authority, Owner will pay such tax and will invoice Customer for the expense. Upon receipt of
such invoice, Customer will promptly reimburse Owner for such expense. If the Equipment is subject to an Equipment Purchase Schedule or $1.00 Buyout,
Customer shall report and pay all applicable property taxes on such Equipment. Nothing in this Subsection shall be deemed to prohibit Customer from reporting,
for informational purposes only and to the extent required under applicable law, that it uses the Equipment.
(b) Tax Ownership.
(i) If Customer selects $1.00 Buyout for any Schedule, the parties intend that Customer shall be considered the owner of the Equipment for tax purposes;
provided, however, that Owner shall not be deemed to have violated this Agreement or any Schedule by taking a tax position inconsistent with the foregoing to
the extent such a position is required by law or is taken though inadvertence so long as such inadvertent tax position is reversed by Owner promptly upon its
discovery.
(ii) If Customer selects the Fair Market Value Option or the Fixed Purchase Option for any Schedule, the parties intend that the Schedule will not be a
"conditional sale", and that Owner shall at all times and for all purposes be considered the owner of the Equipment (including for income taxes purposes), and
that such Schedule will convey to Customer no right, title or interest in any of the Equipment excepts the right to use the Equipment as described in the
Schedule. Customer will not take any actions or positions inconsistent with treating Owner as the owner of the Equipment on or with respect to any income tax
return.
Should either the United States government (or agency thereof) or any state or local tax authority disallow, eliminate, reduce, recapture, or disqualify, in whole or
in part, the Equipment tax benefits claimed under a Schedule by Owner as a result of any act or omission of Customer (collectively, "Tax Loss"), to the extent not
prohibited by applicable law, Customer will indemnify Owner (on a net after tax basis) against all Tax Losses suffered, including the amount of any interest or
penalties which might be assessed on Owner by the governmental authority(ies) with respect to such Tax Loss. All references to Owner in this Section include
Owner and the consolidated taxpayer group of which Owner is a member. All of Owner's (including any Assignee's) rights, privileges and indemnities contained
in this Section shall survive the expiration or other termination of this Agreement. The rights, privileges and indemnities contained herein are expressly made for
the benefit of, and shall be enforceable by Owner (including any Assignee), or its respective successors and assigns.
10. Facsimile copies. Owner may from time to time, in its sole discretion, accept a photocopy or facsimile of this Agreement and/or any Schedule (bearing a
photocopied or electronically transmitted copy of Customer's signature) as the binding and effective record of such agreement(s) whether or not an ink signed
counterpart thereof is also received by Owner from Customer, provided, however, that no Schedule shall be binding on Owner unless and until executed by
Owner. Any such photocopy or electronically transmitted facsimile received by Owner shall when executed by Owner, constitute an original document for the
purposes of establishing the provisions thereof and shall be legally admissible under the "best evidence rule" and binding on Customer as if Customer's manual
ink signature was personally delivered.
11. Notices. All notices required or provided for in any Schedule, shall be in writing and shall be addressed to Customer or Owner, as the case may be, at its
address set forth above or such other address as either such party may later designate in writing to the other party. Such notice shall be considered delivered
and effective: (a) upon receipt, if delivered by hand or overnight courier, or (b) three (3) days after deposit with the U.S. Postal Service, if sent certified mail,
return receipt requested with postage prepaid. No other means of delivery of notices shall be permitted.
12. Default; remedies.Customer will be in "default" under a Schedule, if any one or more of the following shall occur: (a) Customer or any Guarantor of any
Schedule ("Guarantor") fails to pay Owner any Payment due under any Schedule within ten (10) days after it is due, or (b) Customer or any such Guarantor
breaches any other term of any Schedule, or (c) Customer or any such Guarantor makes any misrepresentation to Owner, or (d) Customer or any such
Guarantor fails to pay any other material obligation owed to Owner, any of Owner's affiliates, or any other party, or (e) Customer or any such Guarantor shall
consent to the appointment of a receiver, trustee or liquidator of itself or a substantial part of its assets, or (f) there shall be filed by or against Customer or any175
MASTER AGREEMENT No.
Agreement #
Customer Signature
Signature:Date:
Print name:
Title:
Accepted by Flex Financial, a division of Stryker Sales, LLC
Signature:Date:
Print name:
Title:
such Guarantor a petition in bankruptcy, or (g) Customer's articles of incorporation or other formation documents shall be amended to change Customer's name
and Customer fails to give Owner written notice of such change (including a copy of any such amendment) on or before the date such amendment becomes
effective, or (h) Customer's legal existence in its state of incorporation or formation shall have lapsed or terminated, or (i) Customer shall dissolve, sell, transfer
or otherwise dispose of all or substantially all of its assets, without Owner's prior written consent, which consent shall not be unreasonably withheld, or (j) without
prior written consent of Owner, which consent shall not be unreasonably withheld, Customer merges or consolidates with any other entity and Customer is not
the survivor of such merger or consolidation. Upon default, Owner may do any one or more of the following: (1) recover from Customer the sum of (A) any and
all Payments, late charges and other amounts then due and owing under any or all Schedules, (B) accelerate and collect the unpaid balance of the remaining
Payments scheduled to be paid under any or all Schedules, together with Owner's anticipated residual interest in any or all Equipment subject to them, both
discounted to present value at a rate of 3% per annum, and (C) Owner's related reasonable attorneys' fees, collection costs and expenses; (2) enter upon
Customer's premises and take possession of any or all of such Equipment; (3) terminate any or all Schedules; and/or (4) utilize any other right or remedy
provided by applicable law. Customer shall also pay to Owner interest on all unpaid amounts due under a Schedule from the due date of such amounts until paid
in full, at a rate per annum equal to the lower of 1-1/2% per month or the highest rate of interest permitted by applicable law (the "Default Interest Rate"). In the
event the Equipment is returned or repossessed by Owner, Owner will, if commercially reasonable, sell or otherwise dispose of the Equipment, with notice as
required by law, and apply the net proceeds after deducting the costs and expenses of such sale or other disposition, to Customer's obligations hereunder with
Customer remaining liable for any deficiency and with any excess being retained by Owner or applied as required by law. If Customer fails to perform or comply
with any of its agreements or obligations, Owner may perform or comply with such agreements or obligations in its own name or in Customer's name as
attorney-in-fact and the amount of any payments and expenses of Owner incurred in connection with such performance or compliance, together with interest
thereon at the Default Interest Rate, shall be payable by Customer to Owner upon demand. No express or implied waiver by Owner of any default or breach of
Customer's obligations hereunder shall constitute a waiver of any other default or breach of Customer's obligations hereunder.
13. Miscellaneous.All Schedules shall be binding on Customer's successors and permitted assigns, and shall be for the benefit of Owner and its successors
and Assignees.EACH SCHEDULE SHALL BE GOVERNED BY THE LAWS OF MICHIGAN, WITHOUT REGARD TO ITS PRINCIPLES OF CONFLICT OF
LAWS OR CHOICE OF LAW. THE PARTIES WAIVE THE RIGHT TO A JURY TRIAL IN ANY ACTION OR PROCEEDING RELATING TO ANY SCHEDULE
OR EQUIPMENT. The parties do not intend to exceed any applicable usury laws. If for any reason a Schedule is held to constitute a loan of money,
any amounts payable under such Schedule in excess of the applicable highest lawful rate of interest shall be deemed a prepayment of any principal
amount due under the Schedule and, if such principal is paid in full, such excess amounts shall be immediately refunded to Customer.Customer
agrees that it shall upon request from Owner, promptly provide to Owner a copy of Customer's most recent annual financial statements and any other financial
information of Customer (including interim financial statements) that Owner may request. Customer authorizes Owner to share such information with Owner's
affiliates for purposes of credit approval. Customer expressly authorizes credit reporting agencies and other persons to furnish credit information to Owner and
its Assignees (and prospective Assignees), separately or jointly with other creditors or Owners, for use in connection with this Agreement or any Schedule.
Customer agrees that Owner may provide any information or knowledge Owner may have about Customer or about any matter relating to this Agreement or any
Schedule to any one or more Assignees (and prospective Assignees). Owners and joint users of such information are authorized to receive and exchange credit
information and to update such information as appropriate during the term of this Agreement and each Schedule. Information about Customer may be used for
marketing and administrative purposes and shared with Owner's affiliates. Customer may direct Owner not to share that information (except transaction and
experience information and information needed for credit approval) with Owner's affiliates by writing to the Owner's address referenced above. This Agreement
will not be valid until accepted by Owner (as evidenced by Owner's signature below). Customer represents and warrants to Owner, that effective on the date on
which Customer executes this Agreement and each Schedule: (i) if Customer is a partnership, corporation, limited liability company or other legal entity, the
execution and delivery of this Agreement and each Schedule and the performance of Customer's obligations hereunder and thereunder have been duly
authorized by all necessary action on the part of the Customer; (ii) the person signing this Agreement and each Schedule on behalf of Customer is duly
authorized; (iii) all information provided by Customer to Owner in connection with this Agreement and each Schedule is true and correct; and (iv) this Agreement
and each Schedule constitute legal, valid and binding obligations of Customer, enforceable against Customer in accordance with their terms. This Agreement
and each Schedule may be executed in counterparts and any facsimile, photographic or other electronic transmission and/or electronic signing of this
Agreement and each Schedule by Customer and when manually countersigned by Owner or attached to Owner's original signature counterpart and/or in
Owner's possession shall constitute the sole original chattel paper as defined in the UCC for all purposes and will be admissible as legal evidence thereof. No
security interest in this Agreement and each Schedule can be perfected by possession of any counterpart other than the counterpart bearing Owner's original
signature. Customer agrees not to raise as a defense to the enforcement of this Agreement or any related documents hereto the fact that such documents were
executed by electronic means. Any provision of a Schedule which is unenforceable in any jurisdiction shall, as to such jurisdiction, be ineffective to the extent of
such unenforceability without invalidating the remaining provisions of the Schedule, and any such unenforceability in any jurisdiction shall not render
unenforceable such provision in any other jurisdiction. Paragraph headings are for convenience only, are not part of the Schedule and shall not be deemed to
affect the meaning or construction of any of the provisions hereof. Customer has not received any tax or accounting advice from Owner. This Agreement,any
Schedules, any attachments to this Agreement or any Schedules and any express warrantees made by Stryker Sales, LLC constitute the entire
agreement between the parties hereto regarding the Equipment and its use and possession and supersede all prior agreements and discussions regardingthe
Equipment and any prior course of conduct. There are no agreements, oral or written, between the parties which are contrary to the terms of this Agreement and
such other documents.
CUSTOMER HAS READ THIS AGREEMENT AND EACH SCHEDULE BEFORE SIGNING IT.
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Agreement # xxxxxxxxx
EQUIPMENT SCHEDULE NO. XXX TO MASTER AGREEMENT NO. XXXXXXXX
(Equipment Rental Schedule)
Owner:
Flex Financial, a division of Stryker Sales, LLC
1901 Romence Road Parkway
Portage, MI 49002
Customer:
Legal Name
Billing address
Supplier:
Stryker Sales, LLC
5900 Optical Court
San Jose, CA 95138
Equipment description: see part I on attached Exhibit A
(and/or as described in invoice(s) or equipment list attached hereto and made a part hereof collectively, the "Equipment")
Equipment location:
Schedule of periodic rent payments:
xx Monthly payments of $xx.xx (First payment due 30 days after Agreement is commenced), (Plus Applicable Sales/Use Tax)
Term in months: xx Minimum monthly uses:n/a Fee per use:n/a
TERMS AND CONDITIONS
1. Rental agreement/term/acceptance/payments. The undersigned Customer ("Customer") unconditionally and irrevocably agrees to rent from the Owner
whose name is listed above ("Owner") the Equipment described above, on the terms specified in this Schedule, including all attachments to this Schedule and in
the Master Agreement referred to above (as amended from time to time, the "Agreement"). Except as modified herein, the terms of the Agreement are hereby
ratified and incorporated into this Schedule as if set forth herein in full, and shall remain fully enforceable throughout the Term of this Schedule (as defined
below). Capitalized terms used and not otherwise defined in this Schedule have the respective meanings given to those terms in the Agreement. The term of
this Schedule ("Term") shall start on the day the Equipment is delivered to Customer and shall continue for the number of months set forth above beginning with
the Rent Commencement Date (as defined below). Customer shall be deemed to have accepted the Equipment for rent under this Schedule on the date that is
ten (10) days after the date it is shipped to Customer by the Supplier ("Acceptance Date") and, at Owner's request, Customer shall confirm for Owner such
acceptance in writing. No acceptance of any item of Equipment may be revoked by Customer.The Periodic Rent Payments described above ("Periodic
Rent") shall be paid commencing on (i) the first day of the month following the month in which the Acceptance Date occurs, if the Acceptance Date is on or
before the 15th of the month, or (ii) the first day of the second month following the month in which the Acceptance Date occurs, if the Acceptance Date is after
the 15th day of the month ("Rent Commencement Date"). Unless otherwise instructed by Owner in writing, all Periodic Rent and other amounts due hereunder
shall be made to Owner's address above. Any payment by or on behalf of Customer that purports to be payment in full for any obligation under this Schedule
may only be made after Owner's prior written agreement to accept such payment amount. Periodic Rent is due monthly beginning on the Rent Commencement
Date and continuing on the same day of each consecutive month thereafter during the Term regardless of whether or not Customer receives an invoice for it. The
Minimum Monthly Uses and Fee Per Use described above shall not affect the amount of any monthly payment.
2. Return of equipment.Customers will give Owner at least 90 days but not more than 180 days written notice (the "Return Notice") (to Owner's address
above) before the initial Term (or any renewal term) expiration of Customer's intention to return the Equipment, whereupon Customers shall: return all of the
Equipment in good working condition at Customer's cost how, when and where Owner directs.If Customer fails to give Return Notice or the Return Notice is not
sent timely, the Term will be automatically extended (upon the same terms and payments) until the first Periodic Rent payment date which is more than 90 days
after Customer has given Owner written notice by certified mail that Customer will return Equipment to Owner and at the end of such extended Term, Customer
shall return the Equipment as described above. All Equipment upon return to Owner shall be in the same condition and appearance as when delivered to
Customer, excepting only reasonable wear and tear from proper use and all such equipment shall be eligible for manufacturer's maintenance. If Customer fails to
return the Equipment as and when required, Customer shall continue to remit Periodic Rent ("Remedial Payments") to Owner on the dates such payments
would be payable under this Schedule as if this Schedule had not expired or terminated.
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Agreement # xxxxxxxxx
Customer signature
Signature:Date:
Print name:
Title:
Accepted by Flex Financial, a division of Stryker Sales, LLC
Signature:Date:
Print name:
Title:
CUSTOMER HAS READ (AND UNDERSTANDS THE TERMS OF) THIS SCHEDULE BEFORE SIGNING IT:
3. Miscellaneous. If Customer fails to pay (within thirty days of invoice date) any freight, sales tax or other amounts related to the Equipment which are not
financed hereunder and are billed directly by Owner to Customer, such amounts shall be added to the Periodic Rent Payments set forth above (plus interest or
additional charges thereon) and Customer authorizes Owner to adjust such Periodic Rent Payments accordingly. Customer agrees that this Schedule is intended
to be a "finance lease" as defined in §2A-103(1)(g) of the Uniform Commercial Code. This Schedule will not be valid until signed by Owner. Customer
acknowledges that Customer has not received any tax or accounting advice from Owner. If Customer is required to report the components of its payment
obligations hereunder to certain state and/or federal agencies or public health coverage programs such as Medicare, Medicaid, SCHIP or others, and such
amounts are not adequately disclosed in any attachment hereto, then Stryker Sales, LLC will, upon Customer's written request, provide Customer with a
detailed outline of the components of its payments which may include equipment, software, service and other related components.
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Agreement #:
Customer signature
Signature:Date:
Print name:
Title:
Accepted by Flex Financial, a division of Stryker Sales, LLC
Signature:Date:
Print name:
Title:
Exhibit A to Rental Schedule to Master Agreement
No. Description of equipment
Customer name:
Delivery address:
Part I - Equipment/service coverage (if applicable)
Model number Equipment description Quantity
Total equipment:
Total financed amount:
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Agreement #:
By signing, Customer authorizes the Agent named below: 1) to complete and return this form as indicated; and 2) to endorse the policy and subsequent
renewals to reflect the required coverage as outlined above.
Insurance agency:
Agent name:
Address:
Phone/fax:
Email address:
TO THE AGENT: In lieu of providing a certificate, please execute this form in the space below and promptly fax it to Creditor at 877-204-1332 . This
fully endorsed form shall serve as proof that Customer's insurance meets the above requirements.
Agent hereby verifies that the above requirements have been met in regard to the Property listed below.
that Cus
he ove require
ease execute th
er's in
men
icate
Customer Signature
Signature:Date:
Print name:
Title:
Insurance Authorization and Verification
Date:Schedule ### to Master Agreement No.
To:Customer Legal Name ("Customer")
Equipment Location address
From:Flex Financial, a division of Stryker Sales, LLC ("Creditor")
1901 Romence Road Parkway
Portage, MI 49002
TO THE CUSTOMER: In connection with one or more financing arrangements, Creditor may require proof in the form of this document, executed by both
Customer* and Customer's agent, that Customer's insurable interest in the financed property (the "Property") meets the requirements as follows, with coverage
including, but not limited to, fire, extended coverage, vandalism, and theft:
Creditor, and its successors and assigns shall be covered as both ADDITIONAL INSURED and LENDER'S LOSS PAYEE with regard to all equipment
financed or acquired for use by policy holder through or from Creditor.
Customer must carry GENERAL LIABILITY (and/or, for vehicles, Automobile Liability) in the amount of no less than $1,000,000.00 (one million
dollars).
Customer must carry PROPERTY Insurance (or, for vehicles, Physical Damage Insurance) in an amount no less than the 'Insurable
Value' $ with deductibles no more than $10,000.00.
*PLEASE PROVIDE THE INSURANCE AGENTS INFORMATION REQUESTED BELOW & SIGN WHERE INDICATED
*Customer: Creditor will fax the executed form to your insurance agency for endorsement. In Lieu of agent endorsement, Customer's agency may submit
insurance certificates demonstrating compliance with all requirements. If fully executed form (or Customer-executed form plus certificates) is not provided within
15 days, we have the right but not the obligation to obtain such insurance at your expense. Should you have any questions please contact Michelle Warren at
269-389-1909.
Agent signature
Signature:Date:
Print name:
Title:
Carrier name:
Carrier policy number :
Policy expiration date:
Insurable value: $736,987.98
ATTACHED: PROPERTY DESCRIPTION FOR Schedule### to Master Agreement No.
See Exhibit A to Schedule ### to Master Agreement No.
TOGETHER WITH ALL REPLACEMENTS, PARTS, REPAIRS, ADDITIONS, ACCESSIONS AND ACCESSORIES INCORPORATED THEREIN OR AFFIXED
OR ATTACHED THERETO AND ANY AND ALL PROCEEDS OF THE FOREGOING, INCLUDING, WITHOUT LIMITATION, INSURANCE RECOVERIES.
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Customer signature
Signature:Date:
Print name:
Title:
Accepted by Flex Financial, a division of Stryker Sales, LLC
Signature:Date:
Print name:
Title:
ADDENDUM TO EQUIPMENT SCHEDULE NO. [XXX] TO MASTER AGREEMENT NO. [XXXXXXXX]
BETWEEN FLEX FINANCIAL, A DIVISION OF STRYKER SALES, LLC AND [CUSTOMER LEGAL
NAME]
This Addendum is hereby made a part of the schedule described above (the "Schedule"). In the event of a conflict between the provisions of this Addendum and
the provisions of the Schedule, the provisions of this Addendum shall control.
The parties hereby agree as follows:
1. A new Section 4 is hereby added to the end of the Schedule which shall read as follows:
4. Upgrade. Provided no default or event of default has occurred and is continuing under this Agreement, at any time between the thirty-sixth (36th) month
and the sixtieth (60th) month of the Term, Customer shall have the option to upgrade (the "Upgrade Option") any or all of the Equipment in the event Owner
releases for sale in the United States a new product model ("New Product") that replaces some or all of the Equipment (the "Superseded Equipment"). This option
can be exercised by Customer one (1) time for each Equipment line item listed on Exhibit A during the Term. The New Product must have substantially the same
functionality and specification and be of equal or greater value as the related item of Superseded Equipment, all as reasonably determined by Owner. If, Customer
elects to exercise the Upgrade Option, Customer shall notify Owner of such election, in writing, and include in such notice a description of the Superseded
Equipment. Immediately upon Customer's receipt of the New Product, Customer shall return the Superseded Equipment to Owner at Customer's expense and in
the condition and otherwise provided for as required under this Schedule.
If at the sixtieth (60th) month of the Term Owner has not released New Product, or Customer has not exercised the Upgrade Option, Customer shall exchange (the
"Like-Kind Exchange") the Equipment for new Equipment of the same make and model (the “Like-Kind Equipment”) as the original Equipment (the “Original
Equipment”). Immediately upon Customer's receipt of the Like-Kind Equipment, Customer shall return the Original Equipment to Owner at Customer's expense and
in the condition and otherwise provided for as required under this Schedule and the Agreement.
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AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Animal Services Citation and Fee Schedule Amendments
Summary of Information: Per the Board of Commissioners’ request, the Animal Advisory
Committee held a meeting on June 27th and discussed potential changes regarding the response to
infractions that are deemed to be in violation of the Animal Services Ordinance. The following
recommendations are being proposed by the Animal Advisory Committee for consideration as
updates to the citation form and corresponding fee schedule:
Edit the wording at the top of the Animal Control Citation from “warning” to “written
warning” for the purposes of ensuring issuance of citations for documentation and public
education purposes.
Increase amount from $100 to $250 for animal control citation fees for citations given in
reference to leaving a dangerous dog unattended.
Recommended Action: Discuss and approve recommended changes.
Submitted By: Kelli Lewis, Person County Animal Services Director
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Person County Animal Services$$100OFFICIAL USE ONLY$Warning Corrected$No current or displayed Rabies Tag;BBBBPermitting DQLPDO to run at large;BBBBAllowing a female "in heat" to run at large;BBBBFine Paid$100Cruelty to animals;BBBBSent to Magistrate$_____ Other: _____________________________Court Date:__________Verdict:_____________notice or by making payment to the Person County Animal Services Department directly and that upon payment, such case or claim and right of action by Person Countywill be deemed compromised and settled.procedures of NC GS Chapter 105A Setoff Debt Collection Act, (interception of state income tax refunds).A failure to pay the penalties within the prescribed time shall subject such offender to a civil action to recover the debt to include but not be limited to the debt collectionYou may answer the notice by mailing the notice, and paying the stated penalty to the Person County Animal Services Department at its mailing address stated in the$ If the person charged fails to pay the civil penalty within seventy-two (72) hours from the time the citation was issued an additional civil penalty as provided for in CITATIONDate: ________________ Time:_______________2103 Chub Lake Road, Roxboro, NC 27574 • (336) 597-1741 • Fax: (336) 597-3319W5,77(1:$51,1*( If checked you have 72 hours to correct or you will assessed the Civil Penalty amountbelow) VIOLATION ( If checked you have 72 hours to pay or Civil Suit will be filled against you in court)Name:__________________________________________________________________ Driver License No._______________________ Address:_________________________________________________________________Date of Birth: ___________________________City/State:_______________________________________________________________Phone Number:__________________________Animal DescriptionBreed:________________________1DPH BBBBBBBBBBBBBBBBBSex:_______ Color:_________________________ Rabies Tag: ______________Breed:_______________________B1DPH BBBBBBBBBBBBBBBBBSex:_______ Color:_________________________ Rabies Tag: ______________the schedule of fees and penalties shall be assessed.Each day of continued violation of this Ordinance is a separate and distinct offence as provided for in NC G.S.153A-123(g).$Leaving a dangerous dog unattended unlessconfined indoors or in securely enclosed and locked penThe violation for which you are being cited is in violation of either or both North Carolina Animal Control Laws andMail or bring this citation with the amount due to the above address.If Warning, must bring citation to shelter. Person County Animal Services Ordinance.You are herby cited for violation of the following:Interfering with an Animal Services OfficerNuisance;BBBBNumber of Violations: _____________ Total Amount Due: $_______________Said penalty shall be paid on or before: _______________________________Animal Services Officer: _____________________________________________6LJQDWXUH BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB183
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Person County Business and Industrial Center (PCBIC) Structure
Summary of Information: Person County Business and Industrial Center, Inc. (PCBIC), Person
County's nonprofit economic development corporation, promotes the growth and expansion of new
and existing business and industry in Person County and works in close cooperation with other
entities engaged in similar efforts. The business and property of the Corporation is managed and
controlled by a Board of Directors made up of the voting members of the Person County Economic
Development Commission (the "EDC") as appointed by the Person County Board of
Commissioners.
Although Person County created PCBIC many years, the two operate as separate legal entities, with
the County’s oversight being limited to appointing PCBIC Board members. The President has
general charge and supervision of the affairs of the Corporation and performs such other duties as
may be assigned to him by the Board of Directors. The By-Laws of PCBIC are attached for
reference.
PCBIC requested FY24 and FY25 funding from the Board of Commissioners to support its
operations. County funding totaling $82,800 was approved over the two fiscal years. A draft FY25
Funding Agreement is attached for the board’s consideration. Following the board’s discussion, the
agreement may be revised to include additional provisions related to the board’s expectations and a
timeline associated with PCBIC’s efforts to establish itself as an independent and self-sufficient
nonprofit.
Recommended Action: Discuss the structure of PCBIC and provide recommendations to the
PCBIC Board of Directors, as requested. Approve, or revise prior to approval, the FY25 Funding
Agreement.
Submitted By: Katherine M. Cathey, County Manager
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188
NORTH CAROLINA
PERSON COUNTY
PERSON COUNTY BUSINESS AND INDUSTRIAL CENTER (PCBIC)
FUNDING AGREEMENT
This Agreement is made and entered into this _____ day of __________, 2024, by and between
Person County, North Carolina, a political subdivision of the State of North Carolina, hereinafter
called “County,” and Person County Business and Industrial Center, a North Carolina nonprofit
corporation, hereinafter called “PCBIC.”
WHEREAS, the PCBIC president and vice-president made a presentation to the Person County
Board of Commissioners at its budget work session on June 5, 2024 and requested a FY25
special appropriation to support insurance, legal, professional, office, lease and property tax
expenses incurred as a result of PCBIC’s support of economic development projects and for park
maintenance and utility expenses at the PCBIC-owned industrial park on US-501; and
WHEREAS, PCBIC is a 501(c)(3), non-profit economic development organization that was
formed to promote the growth and expansion of new and existing business and industry in
Person County and works in close cooperation with other entities engaged in similar efforts; and
WHEREAS, PCBIC is actively engaged in an economic development project that will bring rail
services to existing and future industry in Person County; and
WHEREAS, the Person County Business and Industrial Park strengthens the local economy by
housing a solar farm, industrial facilities and Piedmont Community College’s future Center for
Health, Advanced Technology & Trades; and
WHEREAS, PCBIC requested a total of $62,800 in funding for FY25 for maintenance, utility,
insurance, legal, professional, office, lease, and tax expenses; and
WHEREAS, the Board of Commissioners approved a special time appropriation of $62,800 in
the FY25 Budget;
NOW, THEREFORE, the County agrees to provide a special appropriation of $62,800 to PCBIC
from FY25 budgeted funds, subject to the following provisions:
1. PURPOSE. The funds may be used only to support expenses associated with economic
development projects and the Person County Business and Industrial Park, pursuant to
the attached Appendix 1, that have been or will be paid by PCBIC during its current
fiscal year (ending June 30, 2025).
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2
2. REPORTING. PCBIC shall send a concise written report to the Person County Manager
not later than August 15, 2025, detailing the use of county funds.
3. TERM AND TERMINATION OF AGREEMENT, POTENTIAL RETURN OF FUNDS.
This Agreement is effective immediately upon execution, and will terminate on June 30,
2025, unless terminated sooner by mutual agreement in writing. If the funding is used for
purposes not contained in the Paragraph 1 above, PCBIC agrees to repay the provided
funding to the County in full.
4. INSURANCE AND INDEMNITY. PCBIC will maintain adequate liability, workers
compensation and property insurance, and will provide certificates of insurance to the
County if requested. PCBIC agrees that it is acting as an independent contractor under
this Agreement, and that its members, employees and contractors are not County
employees. PCBIC agrees that the County has no ownership interest in or operational
responsibility for PCBIC. PCBIC will indemnify and hold harmless the County from any
and all liabilities and costs arising out of the acts or omissions or negligence of PCBIC to
the extent, and only to the extent, of the one-time appropriation identified above.
5. INSPECTION OF FINANCIAL RECORDS. PCBIC will provide a detailed report about
expenditure of the funds or allow access to its financial records if requested by the
County.
6. COMPLIANCE WITH LAWS. PCBIC agrees to comply with all applicable state and
federal laws in its operations and to cooperate in a professional and productive manner
with the partner agencies listed above.
7. NO ASSIGNMENT. PCBIC agrees that this Agreement is not transferable or assignable,
and that the appropriated funds may not be transferred to other entities, except in
payment for expected expenses, without written consent of the County.
8. APPLICABLE LAW AND FORUM. This Agreement shall be construed under North
Carolina law, and any action to enforce its provisions shall be filed in Person County in
the General Court of Justice of North Carolina.
9. ENTIRE AGREEMENT. The Agreement constitutes the entire understanding of the
parties. Any modification, amendment or rescission of this Agreement must be in writing
signed by both parties.
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PERSON COUNTY:
_____________________________________
Gordon Powell Date
Chair, Board of Commissioners
Attest:
__________________________________
Michele Solomon, Clerk to the Board
(SEAL)
This instrument has been pre-audited in the manner required by the Local Government
Budget and Fiscal Control Act.
______________________________________
Amy Wehrenberg, Finance Officer Date
Approved as to legal form:
T.C. Morphis, Jr., County Attorney Date
Person County Business and Industrial Center
_______________________________________
Phillip Allen, President
Attestation and Seal if applicable:
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APPENDIX I
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193
AGENDA ABSTRACT
Meeting Date: July 15, 2024
Agenda Title: Designation of Voting Delegate to NC Association of County
Commissioners (NCACC) Annual Conference
Summary of Information: Voting Credentials for the 2024 NCACC Annual Business Session
scheduled on Saturday, August 10, 2024 at 2:00pm in Forsyth County must be submitted by August
7, 2024 in order for Person County’s delegate to participate in the association’s annual election of
officers and policy adoption.
Recommended Action: Designate Vice Chairman Derrick Sims who is attending the
Conference, as Person County’s delegate.
Submitted By: Michele Solomon, Clerk to the Board
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