On the agenda: Indian Trail meeting — data center (Oct 27)

TOWN COUNCIL
Tom Amburgey
Todd Barber
Crystal Buchaluk
Marcus McIntyre

MAYOR
David Cohn
MAYOR PRO TEM
Clarence Alsobrooks, Jr.
TOWN MANAGER
Adam McLamb

TOWN CLERK
Trena Wiggins

Indian Trail Town Council
Regular Meeting
Tuesday, October 27, 2026
6:30 PM Regular Meeting

REGULAR MEETING
1. CALL MEETING TO ORDER – Mayor Cohn
a. Pledge of Allegiance and Moment of Reflection and/or Silence
b. Welcome and Upcoming Events
c. Mayor and Council Member Introductions
2. AGENDA ADDITIONS AND DELETIONS REQUESTS – motion as needed
3. MOTION TO APPROVE [amended] AGENDA – motion
4. PRESENTATION/RECOGNITION
a. Proclamation for National First Responders Day and Recognition of First Responders
5. PUBLIC COMMENTS
a. Acknowledge Public Comment Rules
 By addressing Council, you acknowledge you have read the Town’s Public Comment
Rules and will abide by them.
b. General Comments (Public)
c. Council Feedback to Public Comments (Council)
6. LAW ENFORCEMENT UPDATE - Captain Mullis
7. CONSENT AGENDA – motion
a. Approval of Regular Meeting Minutes 10-13-26
b. Approval of Closed Session Meeting Minutes 10-13-26
c. Amended Ordinance for Indian Trail Complete Street Phase 2
d. Amended ARPA Grant Project Ordinance
e. Amended SCIF Grant Project Ordinance
f. Budget Amendment(s) – For Information
1

g. Budget Amendment(s) – For Approval
h. August Monthly Dashboard
i. September Tax Report
8. PUBLIC HEARING
 By addressing Council, you acknowledge you have read the Town’s Public Comment
Rules and will abide by them.
9. OLD BUSINESS / PROJECT UPDATE
a. Grand Marshal Selection (Mr. Kramer) – motion
10. NEW BUSINESS
11. DISCUSSION ITEMS
a. 2027 Legislative Agenda Ideas (Mr. McLamb)
b. CRTPO Update (Council Member Alsobrooks)
12. MANAGER’S UPDATE – Town Manager (Mr. McLamb)
13. COUNCIL MEMBER COMMENTS
14. MAYOR COHN’S CLOSING COMMENTS
15. CLOSED SESSION
1. Enter CLOSED SESSION under NCGS 143.318.11(a)(3) to consider and give instructions
concerning the following judicial actions: Town of Indian Trail v. Liquid Management
24CV005298-890 and 24CV005297-890 – motion
2. Return to OPEN SESSION
3. Close the Closed Session – motion
16. ADJOURN – motion

2

Town of Indian Trail
To:

Mayor and Council

From:

Trena Wiggins, Town Clerk

Meeting Date:

October 27, 2026

Subject:

Presentations

GENERAL INFORMATION
Presentations/Recognitions are as follows:
a) Proclamation for National First Responders Day and Recognition of First Responders
REQUESTED ACTION
None at this time.

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Proclamation

_____________________________________________________________________________________________

Town of Indian Trail, NC

WHEREAS, first responders—including public works professionals, firefighters, police officers,
emergency medical technicians, 911 operators, paramedics, and other emergency personnel—
stand on the front lines of our communities, selflessly serving and protecting the citizens of the
Town of Indian Trail in times of crisis; and,
WHEREAS, these men and women often risk their own safety to protect life and property, to
respond in times of disaster, accident, or crisis, and to provide critical medical and safety
services day and night; and
WHEREAS, it is in the public interest for the citizens, civic leaders, and children in the Town of
Indian Trail to gain knowledge of and maintain an ongoing interest and understanding of the
importance of public works and other first responder efforts in their respective communities;
and,
WHEREAS, as of 2019, the US Senate has included language recognizing public works
alongside fellow first responders,
NOW, THEREFORE, BE IT RESOLVED THAT, I, Mayor David Cohn along with my fellow
Council Members, do hereby designate October 28, 2026, as National First Responders Day in
Indian Trail, North Carolina and encourage its observance to all citizens of the Town of Indian
Trail.
Adopted this 27th day of October 2026.
TOWN OF INDIAN TRAIL

_______________________
David Cohn, Mayor

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Town of Indian Trail
To:

Mayor and Council

From:

Trena Wiggins, Town Clerk

Meeting Date:

October 27, 2026

Subject:

Consent Agenda Items

GENERAL INFORMATION
The following items are presented for approval on the Consent Agenda:
a.
b.
c.
d.
e.
f.
g.
h.
i.

Approval of Regular Meeting Minutes 10-13-26
Approval of Closed Session Meeting Minutes 10-13-26
Amended Ordinance for Indian Trial Complete Street Phase 2
Amended ARPA Grant Project Ordinance
Amended SCIF Grant Project Ordinance
Budget Amendment(s) – For Information
Budget Amendment(s) – For Approval
August Monthly Dashboard
September Tax Report

REQUESTED ACTION
Motion for approval of items.

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Page 5

TOWN COUNCIL

6:30 PM REGULAR MEETING
Council Chamber
October 13, 2026
YouTube Video of October 13, 2026, Town Council Meeting

MINUTES
Present:

Mayor David Cohn; Mayor Pro Tem Clarence Alsobrooks, Council Members Tom
Amburgey, Todd Barber, Crystal Buchaluk, and Marcus McIntyre

Staff:

Town Manager Adam McLamb, Attorney Melanie Cox, Town Clerk Trena Wiggins

Regular Meeting
1. CALL MEETING TO ORDER
a. The Pledge of Allegiance and Moment of Silence
Mayor Cohn opened the Regular Town Council Meeting. He noted that October is Breast Cancer
Awareness month and to remember those that have been affected.
b. Welcome and Events
Mayor Cohn welcomed everyone and let them know of upcoming events.
c. Mayor and Council Member Introductions
Council Members and the Mayor introduced themselves.
2. AGENDA ADDITIONS AND DELETIONS
3. MOTION TO APPROVE AGENDA
MOTION was made by Council Member Alsobrooks to approve the agenda and was unanimously
approved.
4. PRESENTATIONS/RECOGNITION
None
5. PUBLIC COMMENTS

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a.

Mayor Cohn Acknowledgement of Public Comments Rules

b. Citizen Comments
None
c. Council’s Response
6. LAW ENFORCEMENT UPDATE
Captain Mullis gave a brief overview of traffic and/or crime statistics and activities of the department.
7. CONSENT AGENDA

a. Approval of Regular Meeting Minutes 9-22-26
b. Approval of Closed Session Meeting Minutes 9-22-26
c. Acceptance of State Grant (Ordinances #097 & #098)
MOTION was made by Council Member Buchaluk to approve the Consent Agenda items and was
approved unanimously.
8. PUBLIC HEARING
a. ZT 2026-0095 - Various UDO Text Amendments
Ms. Deese presented a request to amend several sections throughout the Unified Development
Ordinance (UDO). Some changes were needed because of recent legislation, and other needed
revisions were discovered by staff over a period of time. Several of the proposed amendments are
relatively straightforward. For example, the town is updating its pavement design standards to comply
with state law, which now prohibits municipalities from requiring roads to be built to standards higher
than those established by the NCDOT. Also being added is the formal definition of a garage after
encountering situations where homeowners attempted to convert garages into bedrooms or other living
spaces without a clear ordinance definition to reference.
Another amendment would remove language that currently suggests open-space and cluster
subdivision require conditional rezoning. After reviewing practices across the state, staff determined
these developments are generally permitted by right when they meet the density requirements of the
underlying zoning district. Because these developments typically preserve additional open space
rather than increase density, staff believe requiring a zoning process is unnecessary and inconsistent
with standard planning practices.
The town is revising its ordinance to align with state law after confusion arose from differing timelines
between local and state requirements. The town previously allowed campaign signs beginning 45 days
before an election, while state law uses a schedule tied to the start of early voting. The amendment
adopts the state timeline to create consistency and reduce misunderstandings. She also reviewed state
requirements governing campaign signs, including restrictions on placement within rights of way,
height limitations, visibility requirements, and the need for permission from property owners in certain
situations. Council Member McIntyre questioned rules in place by homeowners’ associations and Ms.
Cox explained that HOAs may adopt rules that are more restrictive than municipal regulations,
provided they do not violate state or federal law.
Ms. Deese spoke regarding the proposed regulations for data centers. The town has received inquiries
regarding data center on one particular piece of property. She explained that without clear regulations,
applicants could potentially argue that data centers fit into another permitted land use category. The
update would create a specific classification for data centers, allowing them only in light and heavy
industrial zones through the conditional rezoning process, which would be brought before Council

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through public hearing process. The proposed data center regulations include extensive standards
addressing infrastructure, buffering environmental concerns and community impacts. Requirements
include 200-foot setbacks on all sides, a 1,000-foot separation from residences, schools, daycares, and
religious institutions and a 500-foot separation from single family residential districts and agricultural
uses. Other requirements addressed landscaping, buffering, lighting, parking, water usage, sewer
capacity, electrical capacity, and noise. Developers would need to demonstrate that local utility
systems can adequately support the facility without creating impacts on existing customers. Standard
fees for conditional rezoning would apply.
The proposed changes also include updates to the town’s sign regulations, A section concerning sign
illumination has not been consistently enforced for many years, and the ordinance is being revised to
reflect actual enforcement practices. Other changes clarify wall-sign standards and establish limits
intended to prevent visual clutter from multiple small signs on a single building.
Ms. Deese reviewed updates to downtown design and landscaping standards. As the town has
implemented its Downtown Master Plan, some existing landscaping requirements have proven
difficult to apply to smaller downtown properties. The proposed revisions create more flexibility when
property is transitioning between residential and commercial uses. Also included are standards to
clarify how landscape buffers should be installed around stormwater ponds to ensure maintenance
access and long-term survival of landscaping materials.
Ms. Deese noted that the Planning Board reviewed the amendments and recommended approval with
some minor modifications, including clarifications to ordinance language, additional explanatory text
for figures and diagrams, a new definition for spandrel glass, and adjustments to certain data center
standards following conversation with Ms. Cox. She stated that the amendments are reasonable and is
in the public interest and is consistent with the town’s Comprehensive Plan goals as follows:
•
•

Community Engagement and Communication Goal No. 1: By communicating effectively with
residents, business owners, and other stakeholders to ensure a well-informed and inclusive
community.
Economic Development Goal No. 2: By supporting existing businesses within the town
through effective communication and community outreach.

MOTION was made by Council Member McIntyre to open the public hearing and was unanimously
approved.
Lynne Cole, a resident of Indian Trail, encouraged Council to take a harder stance on power and water
regarding data centers to ensure that residents do not feel the effects of the greater demand that will be
needed. The standard should be that these centers should have to provide their own power and water
by working with the providers and not plugging them into the grid that may affect residents.
MOTION was made by Council Member McIntyre to close public comments and was approved
unanimously.
MOTION was made by Council Member Amburgey to approve Ordinance #435 pertaining to petition
ZT 2026-0095 as presented and was unanimously approved.
MOTION was made by Council Member Amburgey to adopt the statement of consistency findings for
ZT 2026-0095 as read into the record by staff and was unanimously approved.

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9. OLD BUSINESS
a. Partnership for Old Monroe/Hayes Road Intersection - Updates
Mr. Huntsinger updated Council on the proposed project. He reviewed the council-approved
Alternative 2 design, which realigns Hayes Road with Faircroft Way and adds a signalized intersection.
He noted that acquisition of a small portion of property from Duke Energy would be required, and while
local Duke representatives have indicated no concerns, if there are challenges in negotiations,
reconsideration of Alternative 1 may be required.
Mr. Huntsinger noted with NCDOT potential funding, the project did not score high enough to qualify
for the maximum safety and mobility funding but could potentially receive $250,000 from the safety
fund and $500,000 from the mobility fund, although this is not guaranteed. Approximately $237,000
may be available through Union County Critical Intersection Program, subject to other project
considerations. He reviewed the Alternate #2 future costs as shown during a previous meeting for
council’s benefit.
He presented four options for Alternative #1 for Council consideration as follows:

OPTIONS FUNDING DESCRIPTION

INITIAL COSTS CONTRIBUTIONS FINAL COSTS
TO TOWN

LIGHTED STOP SIGN/
#1

$30,000

$0.00

$30,000

#2

$3,686,300

± $1,387,000

$2,300,000

#3

TOWN FUNDED W/ DEVELOPER
(OAK HAVEN SUBDIVISION)
$3,686,300

± $1,900,000

$1,800,000

#4

FEDERALLY FUNDED

80% CRTPO

$1,316,217

RUMBLE STRIPS
TOWN FUNDED W/ AGENCIES

$6,581,083

Council members discussed the project timeline, funding uncertainties, traffic safety concerns, and the
need to address current conditions at the intersection while pursuing a long-term solution. Mr. McLamb
confirmed that the project had been evaluated within the town’s financial model and could be
accommodated alongside other planned capital projects.
MOTION was made by Council Member McIntyre to instruct staff to proceed with Option #1, including
flashing stop sign and rumble strips at an estimated cost of $30,000 and to proceed with Option #3 as
the preferred long-term solution, utilizing anticipated developer contributions and if developer funding
does not become available, staff will return to council with an update and proceed under Option #2
using available town, county, and DOT funding sources and was unanimously approved.
b. Indian Trail Complete Street Phase 2, Additional Design Scope
1. Proposal for Additional Design Scope
2. Amended CPO
Mr. Huntsinger presented a request for additional design funding for the Indian Trail Complete Street
Phase 2 project. He explained that the project had been inactive while utility coordination issues

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associated with Phase 1 were being resolved. The Town is now ready to resume, and several additional
design tasks and fee adjustments are necessary. He outlined the proposed supplemental design costs.
Because the design began under older NCDOT standards, the plans must now be updated to comply with
2024 standards, particularly for stormwater design. Additional costs include work related to a proposed
elementary school traffic project that was incorporated into the Town’s design but never moved forward,
development of a construction costs estimate and evaluation of a major culvert replacement near First
Citizens Bank. Further costs are included for updated utility coordination services due to project delays
and revised consultant rates. Mr. Huntsinger also explained that Union County water intends to install
a new water main as part of the roadway reconstruction and will reimburse the Town approximately
$87,000 for related design work. An interlocal agreement will be presented at a future meeting to
formalize that reimbursement. Additionally, RS&H’s environmental subcontractor ceased operations
during the project delay, requiring a replacement consultant and resulting in addition environmental
review costs.
Council discussed the project’s design, including sidewalk widths, median islands, right of way impacts,
and potential cost-saving alternatives. Mr. Huntsinger agreed to return with updated design renderings
and costs comparisons for Council consideration for possible design modifications. Mr. Huntsinger
noted that significant changes could require redesigning work and increasing project costs. Council
agreed that design should continue while these discussions occur.
MOTION was made by Council Member Alsobrooks to approve the supplemental proposal from
RS&H in the amount of $216,610 for additional services for Indian Trail Complete Street Phase 2 as
presented and was unanimously approved.
MOTION was made by Council Member Alsobrooks to approve the Amended Capital Project
Ordinance #099 for Indian Trail Complete Street Phase 2 as presented and was unanimously
approved.
c. Stinson/Younts/Indian Trail Fairview Road Project Ordinance
1. CPO
2. Budget Amendment
Mr. Huntsinger presented the proposed Capital Improvement Project (CIP) Ordinance for the
Stinson/Younts/Indian Trail Fairview Road intersection improvement project, noting that the Town is
ready to begin moving forward with the project. He reviewed the project approved funding is
$10,462,768.00 with a 50/50 split with the town’s portion being $5,231,384.00. He reviewed the
project scope, which includes realigning Younts Road to Stinson-Hartis Road, removing the exiting
Younts Road intersection signal, and constructing a new signalized intersection at Stinson-Hartis Road
and Indian Trail-Fairview Road. He displayed the concept design and the funding breakdown of
estimated costs provided by the consultant which is included in the ordinance. He also noted that these
estimates may be adjusted as the project develops. Council Member Barber requested clarification
regarding project funding and the proposed budget amendment. Mr. Huntsinger explained that the
towns’ share would be funded through the debt service/capital reserve fund and would be expended
over the life of the project rather than all at once; as the project is expected to span approximately six
to seven years, with payouts occurring as each phase advances. The Town will pay project expenses
upfront (pay as you go) and then seek reimbursement from CRTPO for its share as phases are
completed. General discussion centered around the distinction between debt service and capital
reserve funding with clarification from Mr. McLamb that this does not create additional debt
obligations.

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MOTION was made by Council Member Alsobrooks to approve the Capital Project Ordinance #100
for Indian Trail-Fairview Rd/Stinson Hartis Rd/Younts Rd intersection improvements as presented and
was unanimously approved.
MOTION was made by Council Member Alsobrooks to approve the Budget Amendment for Indian
Trail-Fairview Rd/Stinson Hartis Rd/Younts Rd intersection improvements as presented and was
unanimously approved.
d. Chestnut Square Park Drive (Access Road)
1. Proposal for Additional Services
2. Amended CPO
3. Budget Amendment
Mr. Huntsinger presented a proposed amendment to the Chestnut Square Drive CIP Ordinance to
account for additional material testing costs that were not included when construction funding was
originally approved. The project had previously been approved with a construction budget of
approximately $977,000, and an additional $11,832 is now needed for material testing services. He
displayed an updated project rendering for the future roadway improvements. Council and staff held
brief general discussion.
MOTION was made by Council Member McIntyre to approve the proposal from ECS Southeast LLC
in the amount of $11,832 for Chestnut Square Park Drive project as presented and was unanimously
approved.
MOTION was made by Council Member McIntyre to approve the Amended Capital Project
Ordinance #102 for Chestnut Square Park Drive project as presented and was unanimously approved.
MOTION was made by Council Member McIntyre to approve the Budget Amendment for Chestnut
Square Park Drive project as presented and was unanimously approved.
10. NEW BUSINESS
a. Grand Marshal Nominees
Mr. Kramer presented nominees for the Grand Marshal of the Christmas parade. The Union West
Rotary Club has submitted the following nominees: 1) Lindsay Bolas, current president of the Queen
City Honor Flight; 2) Leslie Chu, a teacher at Sardis Elementary School, and 3) Indian Trail Athletic
Association, organization providing athletic to local youth since 1972. He will return at the October
27th meeting for Council decision.
b. Right of Way Encroachment Fee Schedule Ordinance
Mr. McLamb presented a proposed ordinance establishing a new right of way encroachment fee
schedule applicable to all utility providers of the public right of way. He explained that major utility
installations, including fiber, gas, coaxial cable, and similar infrastructure projects, require significant
staff resources for review, coordination, permitting, and oversight. He noted that the current uniform
encroachment fee of $100 applies regardless of project size and does not adequately reflect the staff
time required to manage larger encroachments. Under the proposed fee structure, minor encroachments
would continue to be charged a $100 fee. Major encroachments, such as utility line installations,
would be subject to a $1,000 base fee, with additional charges for road crossings, directional bores,
and a linear-foot fee for extended utility installations. Mr. McLamb clarified that the proposed linear
foot charge was adjusted from the amount initially included in the Council packet after further review
of the calculations and would be set at $0.19 per linear foot. As an example, he explained that a utility
provider installing one mile of infrastructure in the right of way, which currently would pay only $100,

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would pay approximately $5,500 under the proposed fee schedule. The proposed fee would help to
offset the administrative costs incurred by the town. General discussion followed.
MOTION was made by Council Member McIntyre to approve Ordinance #101 establishing a right of
way encroachment fee schedule applicable to all right of way users and repealing the existing uniform
encroachment fee as presented was unanimously approved.
c. State Grant Project Allocation
Mr. McLamb noted that earlier in the meeting Council approved to accept the money we were awarded
in the state’s 2026 appropriation. He is requesting Council to approve applying the grant of $200,000
to be applied to the Indian Trail Complete Street Phase 2 project funding.
MOTION was made by Council Member McIntyre to approve allocating the $200,000 state grant to
the Indian Trail Road Complete Street Phase 2 project as presented and was unanimously approved.
11. DISCUSSION ITEMS
None
12. MANAGER’S UPDATE
Mr. McLamb made general closing remarks. He noted that there is a small amount of ARPA funds left
due to interest and such and requested Council permission to use the funds to purchase coats for the
VFW coat collection. Council was in CONSENSUS to proceed with the purchase of coats for the benefit
of VFW coat collection using the remainder of the ARPA funds.
13. COUNCIL COMMENTS
Council Members made general closing remarks.
14. MAYOR’S CLOSING COMMENTS
Mayor Cohn made general closing comments.
15. CLOSED SESSION

MOTION was made by Council Member Alsobrooks to enter closed session under NCGS
143-318.11(a)(5) To establish or instruct the staff or agent concerning the negotiation of the
price and terms of a contract concerning the acquisition of real property located at
07048019B and under NCGS 143.318.11(a)(3) to consider and give instructions concerning
the following judicial actions: Town of Indian Trail v. Liquid Management 24CV005298-890
and 24CV005297-890 and was approved unanimously.
MOTION was made by Council Member McIntyre to close the closed session and was
approved unanimously.

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18. ADJOURN
MOTION was made by Council Member Buchaluk to adjourn the meeting and was unanimously
approved.
Adopted on the 27th day of October 2026.
INDIAN TRAIL TOWN COUNCIL

___________________
David Cohn, Mayor

Agenda Packet 10-27-26

Attest:
_______________________
Trena Wiggins, Town Clerk

Page 13

ORDINANCE #103

TOWN OF INDIAN TRAIL

AMENDMENT TO CAPITAL PROJECT ORDINANCE #099 FOR
INDIAN TRAIL ROAD COMPLETE STREET PHASE 2
WHEREAS, the Town of Indian Trail desires to promote safe and efficient motor vehicle movement in the
Town; and
WHEREAS, certain grant funding to accomplish this goal is available and has been approved for the Town
of Indian Trail,
BE IT ORDAINED by Town Council of the Town of Indian Trail, North Carolina, that, pursuant to Section
13.2 of Chapter 159 of the General Statutes of North Carolina, the following capital project ordinance is
hereby adopted:
SECTION 1. The project authorized is the Indian Trail Road Complete Street Phase 2.
SECTION 2. The officers of the Town are hereby directed to proceed with the capital project within the
terms of the grant documents and budget contained herein.
SECTION 3. The following amount is appropriated for this project:

Design

Total:

CPO #099
$936,610

CPO #103
$936,610

$936,610

$936,610

SECTION 4. The following revenues are anticipated to complete this project:

Debt Service/Capital Reserve
NC Grant – Capital Improvement

Total:

CPO#099
$936,610

CPO#103
$736,610

$936,610

$200,000
$936,610

SECTION 5. The Finance Director is hereby directed to maintain within the capital project fund sufficient
detailed accounting records to satisfy the requirements of an annual independent audit. The terms of the
bond resolution also shall be met.

Agenda
Packet 10-27-26
O210209-348

1

Page 14

SECTION 7. The Finance Director is directed to report, on a quarterly basis, on the financial status of the
project element in Section 3 and on the total revenues received or claimed.
SECTION 8. The Budget Officer is directed to include a detailed analysis of past and future costs and
revenues on the capital project in every budget submission made to this Council.
SECTION 9. Any unexpended funds appropriated shall be reserved by the Town Council for use as
provided by applicable law or regulation.
SECTION 10. The Finance Director is authorized from time to time to transfer as a loan from the General
Fund in an amount necessary to meet obligations until such time as funding is received. When Funds are
received, repayments to the General Fund may be made.
SECTION 11. Copies of this capital project ordinance shall be made available to the Clerk and the Finance
Director for direction in carrying out this project.
ADOPTED BY THE TOWN COUNCIL this the 27th day of October, 2026.

David Cohn, Mayor
Attest:
Trena Wiggins, Town Clerk

2
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STATE OF NORTH CAROLINA

ORDINANCE #104

TOWN OF INDIAN TRAIL
AMENDMENT TO ORDINANCE #90 – GRANT PROJECT ORDINANCE FOR THE
TOWN OF INDIAN TRAIL CORONAVIRUS STATE AND LOCAL FISCAL
RECOVERY FUNDS
BE IT ORDAINED by Town Council of the Town of Indian Trail, North Carolina that, pursuant to Section
13.2 of Chapter 159 of the General Statutes of North Carolina, the following grant project ordinance is
hereby adopted:
SECTION 1: This ordinance is to establish a budget for a project to be funded by the Coronavirus State
and Local Fiscal Recovery Funds of H.R. 1319 American Rescue Plan Act of 2021 (CSLRF). The Town
of Indian Trail has received the first tranche in the amount of $6,387,262.50 of CSLRF funds. The total
allocation is $12,774,525.00, with the remainder to be distributed to the town within 12 months. These
funds may be used for the following categories of expenditures, to the extent authorized by state law.
1. Support public health expenditures, by funding COVID-19 mitigation efforts, medical
expenses, behavioral healthcare, and certain public health and safety staff;
2. Address negative economic impacts caused by the public health emergency, including
economic harms to workers, households, small businesses, impacted industries, and the
public sector;
3. Replace lost public sector revenue, using this funding to provide government services to
the extent of the reduction in revenue experienced due to the pandemic;
4. Provide premium pay for essential workers, offering additional support to those who have
borne and will bear the greatest health risks because of their service in critical
infrastructure sectors; and,
5. Invest in water, sewer, and broadband infrastructure, making necessary investments to
improve access to clean drinking water, support vital wastewater and stormwater
infrastructure, and to expand access to broadband internet.
SECTION 2: The Town has elected to take the standard allowance, as authorized by 31 CFR Part
35.6(d)(1) and expend up to $10 million of its ARP/CSLFRF funds for the provision of government
services.
Section 3: The following amounts are appropriate for the project and authorized for expenditure:

Internal
Project Description
Project
Code
ARPA001 Law enforcement services for
period of July 1, 2022 through
June 30, 2023

Agenda Packet 10-27-26

Expenditure
Category
(EC)
6.1

Cost Object
Contractual
Services &
Subawards

Appropriation
of ARP/CSLFRF
Funds
$3,774,808.00

Page 16

ARPA002 Stormwater Improvement
Projects

5.6

$416,424.37

4.1

Contractual
Services &
Subawards
Compensation

ARPA003 Premium Pay
ARPA003 Premium Pay

4.1

Fringe Benefits

$24,810.94

ARPA004 Law enforcement services for
period of July 1, 2023 through
June 30, 2024
ARPA005 Stormwater Improvement
Projects-CEI Services

6.1

$4,238,473.00

ARPA006 Stormwater Improvement
Projects-Design Services

5.6

APRA007 Law enforcement services for
period of July 1, 2024 through
June 30, 2025
APRA008 Stormwater Improvements

6.1

Contractual
Services &
Subawards
Contractual
Services &
Subawards
Contractual
Services &
Subawards
Contractual
Services &
Subawards
Contractual
Services &
Subawards

Unassigned
TOTAL ARP/CSLFRF Funds:

5.6

5.6

$185,208.47

$91,949.44
$723,675.00
$1,986,719.00
$1,332,456.78
$0.00
$12,774,525.00

SECTION 4: The following revenues are anticipated to be available to complete the project:
ARP/CSLFRF Funds:
Total:

$12,774,525.00
$12,774,525.00

SECTION 5: The following revenues and expenditures are anticipated to be available for the interest
earned from CSLFR Funds. These funds are not subject to the requirements of the Cash Management
Improvement Act. They are also not subject to the requirement of 2 CFR 200.305(b)(8)-(9) to maintain
balances in an interest-bearing account and remit payments to Treasury. Local governments may retain
the interest earnings to use for administrative expenses or any other purpose authorized by state law. The
investment earnings are not subject to the ARP expenditure restrictions.
Revenue:

Interest Earned $682,396.92

Expenditures:
Transfer to General Fund $682,396.92
SECTION 6: The Finance Officer is hereby directed to maintain sufficient specific detailed accounting
records to satisfy the requirements of the grantor agency and the grant agreements, including payroll

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documentation and effort certifications, in accordance with 2 CFR 200.430 & 2 CFR 200.431 and the
Town’s Uniform Guidance Allowable Costs and Cost Principles Policy.
SECTION 7: The Finance Officer is hereby directed to report the financial status of the project to the
governing board on a quarterly basis.
SECTION 8: Copies of this grant project ordinance shall be furnished to the Budget Officer, the Finance
Officer and to the Clerk to Town Council.
SECTION 9: This grant project ordinance expires on December 31, 2026, or when all the CSLRF funds
have been obligated and expended by the town, whichever occurs sooner.
ADOPTED BY THE TOWN COUNCIL this the 27th day of October, 2026.

_______________________________
David Cohn, Mayor
Attest:

Agenda Packet 10-27-26

________________________________
Trena Wiggins, Town Clerk

Page 18

STATE OF NORTH CAROLINA

ORDINANCE #105

TOWN OF INDIAN TRAIL
AMENDMENT TO GRANT PROJECT ORDINANCE #079 FOR THE TOWN OF
INDIAN TRAIL SCIF GRANT CAPITAL IMPROVEMENTS
BE IT ORDAINED by Town Council of the Town of Indian Trail, North Carolina that, pursuant to Section
13.2 of Chapter 159 of the General Statutes of North Carolina, the following grant project ordinance is
hereby adopted:
SECTION 1: This ordinance is to establish a budget for a project to be funded by the State Capital and
Infrastructure Fund in the Current Operations Appropriation Act of 2021 (SL 2021-180) as modified by
SL 2021-189 and S.L. 2022-6. The Town of Indian Trail received $10,000,000 in SCIF Grant Funds as
defined by S.L 2021.180 Section Sec 40.8; Committee Report Reference H63 Item 670. These funds may
be used for the capital improvements within the Town of Indian Trail.
SECTION 2: The following amounts are appropriated for the project and authorized for expenditure:
SCIF Project

$11,435,328.23

SECTION 3: The following revenues are anticipated to be available to complete the project:
SCIF Funds
Interest Earned

$10,000,000.00
$ 1,435,328.23

SECTION 4: The Finance Officer is hereby directed to maintain sufficient specific detailed accounting
records to satisfy the requirements of the grantor agency and the grant agreements.
SECTION 5: The Finance Officer is hereby directed to report the financial status of the project to the
governing board on a quarterly basis.
SECTION 6: Copies of this grant project ordinance shall be furnished to the Budget Officer, the Finance
Officer and to the Clerk to Town Council.
SECTION 7: This grant project ordinance expires on June 30, 2027, or when all the SCIF Grant funds
have been obligated and expended by the town, whichever occurs sooner.
ADOPTED BY THE TOWN COUNCIL on October 27, 2026.
_______________________________
David Cohn, Mayor
Attest:

Agenda Packet 10-27-26

________________________________
Trena Sims, Town Clerk

Page 19

Town of Indian Trail
To: Council
From: Alicia Massey, Assistant Finance Director
Meeting Date: October, 27 2026
Subject: Budget Amendments For Information Only

GENERAL INFORMATION
In accordance with GS 159-15 listed below is the catalogue of Budget Amendments.

Type

Number

Department

Revenue
to Budget

1100

Economic
Development

Budget to
Budget

1101

Economic
Development

Revenue
to Budget

1102

Engineering

Budget to
Budget

1103

CSP Phase II

Budget to
Budget

1104

IT Complete
Street

Revenue
to Budget

1105,1106

CSP Access
Road

Revenue
to Budget

1107,1108

IT Complete
Street

Revenue
to Budget

1109,1110

CSP Access
Road

Description
IT Road Waterline
Agreement with UC; Council
approved 8/11/2026
IT Road Waterline
Agreement with UC; Council
approved 8/11/2026
CSP Phase II; add’l design
funds for Community
Center; Council approved
8/11/2026
CSP Phase II; add’l
construction’ approved by
Council 8/11/2026
Reallocate funds to ROW;
Council approved 8/11/2026
Allocate add’l funds to CSP
Access Road, interest funds
from NC SCIF; Council
approved 9/8/2026
RS&H additional funds from
2021 Bond interest; Council
approved 9/22/2026
Allocate funds for material
testing to CSP Access Road,
Council Approved
10/13/2026

Amount
$300,000
$200,000

$177,000

$451,700
$100,000

$101,200

$92,940

$23,664

REQUESTED ACTION
Approve following Amendments and Revisions

Agenda Packet 10-27-26

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Town of Indian Trail
To: Council
From: Alicia Massey, Assistant Town Manager
Meeting Date: October 27, 2026
Subject: Budget Amendment for Approval

GENERAL INFORMATION
In accordance with GS 159-15 listed below is the catalogue of Budget Amendments.

Type

Number

Department

Description

Amount

Revenue
to Budget

Unassigned

Administration

ARPA Interest Funds

$418.74

Budget to
Budget

Unassigned

Administration

Reallocate ARPA from SW to
GF

$0.25

Revenue
to Budget

Unassigned

IT Complete
Street II

Revenue
to Budget

Unassigned

Debt
Service/Capital
Reserve

NC Capital Improvement
Grant to IT Complete PH II
Allocate Debt Service/Cap
Reserve Funds to IT
Complete Street Ph II and IT
Fairview/Younts/Stinson

$416,610

$5,247,994

REQUESTED ACTION
Approve following Amendments and Revisions

Agenda Packet 10-27-26

Page 29

Agenda Packet 10-27-26

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Agenda Packet 10-27-26

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Agenda Packet 10-27-26

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Page 33

Town of Indian Trail
To:

Mayor & Town Council

From:

Alicia Massey, Assistant Town Manager

Meeting Date:

October 27, 2026

Subject:

Monthly Financial & Capital Projects Dashboard

GENERAL INFORMATION
The monthly financial dashboard summarizes cash positions and cash flows, as well as comparing
revenues and expenditures to current year budget and prior fiscal year.
The monthly capital project dashboard provides comparison of budget to actual for each active
capital project and an updated percentage of completion.

REQUESTED ACTION - No action required. Information Only

Agenda Packet 10-27-26

Page 34

Monthly Financial Dashboard
Reporting Period: August 31, 2026
Cash and Investments

Expenditures

Aug-26
Location
Bank Accounts
NCCMT
NCCLASS
Petty Cash
Total Cash and Investments

$ 2,346,804
$ 51,789,237
$ 11,281,536
$
800
$ 65,418,377

FY27
Amended
Budget

Aug-25
$ 1,925,120
$ 55,915,074
$ 11,209,954
$
800
$ 69,050,949

Fund
General Fund - 10
Truist General Fund
SouthState General Fund
First Citizens Engineering Escrow
First Citizens Savings
NCCMT
Petty Cash
Powell Bill Fund - 15
Truist Powell Bill
SouthState Powell Bill
NCCMT Powell Bill
Capital Reserve - 21
NCCLASS Capital Reserve
ARPA - 23
NCCMT ARPA
SCIF Grant - 24
NCCMT NC SCIF Grant
Grant - 27
NCCMT Parks & Rec Regional Grant
Debt Service/Capital Reserve - 41
NCCMT - Debt Service/Cap Reserve
Bond Fund - 42
NCCMT 2013 GO Bonds
NCCMT 2021 GO Bonds
NCCMT 2019 GO Bonds
Stormwater - 60
NCCMT Stormwater
Total Cash and Investments

$
$ 1,239,842
$ 1,089,496
$
$ 29,013,145
$
800

$
$
668,432
$ 1,086,121
$
75,689
$ 31,481,630
$
800

$
$
17,466
$ 1,792,269

$
$
$

$ 11,281,536

$ 11,209,954

$

209

$

8,674

$ 9,342,224

$

9,285,764

$

$

-

$ 9,739,413
$
$ 1,787,303
$
47,499
$
67,174
$ 65,418,377

Agenda Packet 10-27-26

94,879
2,613,154

-

Departments
Governing Body
Administration
Legal
Communications & IT
Economic Development

FY27
Amended
Budget

FY27 Actual

FY27 % FY26 %

$
$
$
$
$

20,568
158,711
3,990
356,883
500,000

15%
30%
5%
43%
95%

15%
35%
6%
33%
0%

Taxes - Ad Valorem
Taxes - Motor Vehicle
Taxes - Local Option Sales
Parks and Recreation
Video Programming

$
688,163
$
459,298
$ 1,899,068
$
374,568
$ 5,508,835
$ 2,317,286
$ 2,245,561
$ 3,692,430
$ 2,115,881
$
833,789
$
217,250
$ 1,317,614
$
250,000
$
397,969
$ 24,424,624

$
215,041
$
118,296
$
527,652
$
61,360
$ 1,364,709
$
862,489
$
831,264
$
279,477
$
627,506
$
132,994
$
29,908
$
262,548
$
$
288,978
$ 6,642,374

31%
26%
28%
16%
25%
37%
37%
8%
30%
16%
14%
20%
0%
73%
27%

35%
26%
29%
11%
0%
7%
17%
8%
42%
16%
13%
15%
0%
67%
17%

$ 5,122,439
$
$ 29,547,063

$
41,436
$
$ 6,683,810

1%
0%
23%

1%
0%
12%

Beer & Wine Tax
ABC Distribution
Utility Franchise Tax
Investment Earnings
Planning
Alarm
Gross Vehicle Rental Receipts
Heavy Equipment Rental Tax
Sale of Assets
Solid Waste Disposal Distribution
Engineering
Rental Income
Miscellaneous
Fund Balance Appropriation
Subtotal
Transfers
Transfer from Debt Serv/Cap Res
Transfer from Bond Fund
Total Revenues

$
$
$
$
$

Human Resources
Finance
Debt Service
Tax
Law Enforcement
Engineering
Public Works
Solid Waste
Facilities
Planning
Code Enforcement
Parks and Recreation
Contingency
Operating Capital Request
Total All Departments
Transfers
Debt Service/Capital Reserve Transfer
Transfers to Capital Project Fund
Total Expenditure

Revenues

134,473
524,263
86,000
836,958
525,218

Unassigned Fund Balance - General Fund

$ 10,153,208 Audited Fund Balance 6/30/2025
Fund Balance Policy
$
Capital Projects
$ 2,258,663 Future Capital Projects
$
47,212 Fund Balance Appropriation - Rental Income
Fund Balance Appropriation - IT Waterline
$
66,768 Available Fund Balance 8/31/2026
$ 69,050,949

$ 22,388,362
$ (7,115,230)
$ (6,126,984)
$ (6,541,000)
$
(67,723)
$ (300,000)
$ 2,237,425

FY27 Actual

FY27 % FY26 %

$ 14,590,975
$ 1,242,017
$ 4,913,850
$
320,000
$
192,000

$
$
$
$
$

687,818
128,076
170,775
-

5%
10%
0%
53%
0%

0%
12%
0%
47%
0%

$
142,240
$
350,000
$ 1,602,515
$
900,000
$
175,000
$
18,000
$
60,000
$
38,000
$
12,000
$
34,000
$
7,000
$
32,400
$
15,000
$
300,000
$ 24,944,997

$
$
$
$
180,023
$
36,480
$
3,170
$
5,991
$
$
$
$
1,200
$
5,400
$
35
$
$ 1,218,967

0%
0%
0%
20%
21%
18%
10%
0%
0%
0%
17%
17%
0%
0%
5%

0%
0%
0%
21%
49%
19%
11%
0%
0%
0%
26%
N/A
0%
0%
2%

$ 1,888,336
$ 1,000,000
$ 27,833,333

$
527,652
$
$ 1,746,619

28%
0%
6%

29%
0%
4%

Restricted Funds
FY27 Budget

FY27 Actual

FY27 % FY26 %

Powell Bill
Revenues
Expenses

$ 2,083,500
$ 2,461,262

$
$

13,115
377,762

1%
15%

0%
0%

Stormwater
Revenues
Expenses

$ 2,463,089
$ 2,949,100

$
$

106,478
567,754

4%
19%

0%
16%

Page 35

CAPITAL PROJECTS MONTHLY DASHBOARD
Reporting Month: August 2026
CHESTNUT PARKWAY PH 3
FUNDING SOURCES
STREET BOND 2013
STREET BOND 2021
DEBT SERVICE/CAP RESERVE
GENERAL FUND
EXPENSE:
DESIGN
ROW
CONSTRUCTION

CHESTNUT SQUARE PARK PH 2

TOTALS

BUDGET
1,353,599
1,828,000
2,069,045
2,143,300
7,393,944

% COMPLETE
ACTUAL
1,353,599
100%
1,695,352
93%
1,975,510
95%
843,037
39%
5,867,498
79%

TOTALS

500,000
716,432
6,177,512
7,393,944

489,044
716,432
4,662,022
5,867,498

98%
100%
75%
79%

CHESTNUT ACCESS ROAD
FUNDING SOURCES
SCIF GRANT CAPITAL IMPROVEMENT
TOTALS
EXPENSE:
DESIGN
CONSTRUCTION
TOTALS

BUDGET
943,300
943,300
66,600
876,700
943,300

Agenda Packet 10-27-26

BUDGET
2,007,000
3,059,385
1,920,000
263,615
250,000
7,500,000

ACTUAL % COMPLETE
794,900
40%
0%
98%
1,883,429
263,615
100%
100%
249,829
3,191,772
43%

337,000
7,163,000
7,500,000

298,927
2,892,845
3,191,772

89%
40%
43%

HWY 74 PATH/GREENWAY
% COMPLETE
ACTUAL
51,713
5%
51,713
5%
51,713
51,713

78%
0%
5%

COMPLETE STREET PH 1
FUNDING SOURCES
SCIF GRANT CAPITAL IMPROVEMENT
GENERAL FUND
ATRIUM
TOWN CENTER
RURAL NC DEPT OF COMMERCE
CRTPO
STREET BOND 2021
TOTALS
EXPENSE:
DESIGN
ROW
CONSTRUCTION
STREETSCAPE AMENTITIES
TOTALS

FUNDING SOURCES
DEBT SERVICE /CAP RESERVE
GENERAL FUND
2019 PARK BOND
SCIF PARKS & REC GRANT
STORMWATER
TOTALS
EXPENSE:
DESIGN
CONSTRUCTION
TOTALS

FUNDING SOURCES
DEBT SERVICE /CAP RESERVE
CRTPO
GENERAL FUND
TOTALS
EXPENSE:
DESIGN
ROW
CONSTRUCTION
TOTALS

BUDGET
743,000
3,992,000
395,131
5,130,131
145,000
250,000
4,735,131
5,130,131

ACTUAL % COMPLETE
0%
3,886
0%
149,229
38%
153,116
3%
116,121
36,995
153,116

80%
15%
0%
3%

COMPLETE STREET PH 2

BUDGET
7,000,000
542,664
1,174,000
1,350,000
50,000
7,950,977
1,142,000
19,209,641

% COMPLETE
ACTUAL
0%
371,965
69%
1,174,000
100%
1,350,000
100%
50,000
100%
1,183,320
15%
593,634
52%
4,722,919
25%

1,154,279
2,688,000
14,547,362
820,000
19,209,641

1,125,035
2,684,321
34,663
3,844,019

FUNDING SOURCES
DEBT SERVICE/ CAP RESERVE
TOTALS
EXPENSE:
DESIGN
TOTALS

BUDGET
720,000
720,000
720,000
720,000

ACTUAL % COMPLETE
373,673
52%
373,673
52%
373,673
373,673

52%
52%

97%
100%
0%
0%
20%

Page 36

Town of Indian Trail
To:

Mayor & Town Council

From:

Alicia Massey, Assistant Town Manager

Meeting Date:

October 27, 2026

Subject:

Monthly Tax Report

GENERAL INFORMATION
According to GS 105-350(7) it is the duty of the tax collector to submit to the governing body at each of its
regular meetings a report of the amount he/she has collected on each year’s taxes with which he is charged,
the amount remaining uncollected, and the steps he/she is taking to encourage or enforce payment of
uncollected taxes.
Below is the month end report for September 2026 collections (current and prior year). The tax department is
using all collection remedies as provided by general statute to collect delinquent taxes including but not
limited to garnishments, attachments, and NC Debt Setoff.
Current Year Tax (FY 26/27 through Sept 30)
Billed
$17,116,003
Collected
$2,198,338
Total Due
$14,917,665
Prior Year(s) Collected (from Tax Years 2016-2025)
Collected
$9,295
GAP Collected
$594
Penalty Billed
$1,786
Penalty Collected
$419
These numbers represent collections for properties that remain unpaid from the tax year for which they were due. In
addition to the above-mentioned collection remedies, we also work in conjunction with Union County to collect
delinquent property taxes through foreclosure.

GAP Billing
Billed
Collected
Total Due

$26,812
$5,226
$21,586

GAP Billing refers to the gap between the time the NC registration for a motor vehicle expires and a new registration
is issued for that same vehicle. During that gap, the motor vehicle is unregistered, obligating the municipality in
which that vehicle is registered to list and tax as personal property per GS 105-330.3.

REQUESTED ACTION - No action required.

Agenda Packet 10-27-26

Page 37

Town of Indian Trail
MEMO
To:

Mayor & Town Council

From:

Hayden Kramer, Parks and Recreation Director

Meeting Date:

Tuesday, October 27, 2026

Subject:

Christmas Parade and Grand Marshal

GENERAL INFORMATION
The annual Christmas Parade in Indian Trail will be held on Saturday, December 5, 2026.
This year, the parade will begin at Indian Trail Elementary School and will end at Chestnut Square Park. The parade
will travel down Indian Trail Road and Matthews Indian Trail Road and end at the park. After the parade, we will
continue the festivities with Winterfest with Santa, hot coco, tree lighting and other fun, holiday themed traditions.
The Town will again partner with Union West Rotary to assist with lineup. The Town is thankful for the partnership.
Union West Rotary Club submitted three names for the Grand Marshal for the Christmas Parade consideration at the
October 13, 2026 meeting. Council received these nominations and is set to select the Grand Marshal at the October
27th Town Council Meeting.
The names for consideration are:
• Indian Trail Athletic Association, established in 1972, ITAA provides sports and recreational opportunities.
They go beyond the field and build athletes, but also build community, character and memories that endure
long after the end of games.
• Leslie Chew, teacher at Sardis Elementary School, working with the VFW to teach students about flag
etiquette.
• Lindsey Bowles, President of Queen City Honor Flight.
REQUESTED ACTION
Council will select the Grand Marshal at the October 27th meeting.

Agenda Packet 10-27-26

Page 38

Town of Indian Trail
To:

Mayor and Council

From:

Adam McLamb, Town Manager

Meeting Date:

October 27, 2026

Subject:

2027 Legislative Agenda Ideas

GENERAL INFORMATION
With the North Carolina General Assembly returning for its long session in a few months, the Town has an opportunity
to engage our representatives on the priorities that matter most to Indian Trail. Based on the team’s initial research,
we have not identified a previous Town legislative agenda. Because this appears to be our first time developing one,
we would like to use this session to hear the Council’s ideas and identify potential priorities. Following the discussion,
the team will prepare a positively focused Legislative Agenda for the Town Council to consider for adoption at its
November 10 meeting.
REQUESTED ACTION
None at this time.

Agenda Packet 10-27-26

Page 39

Town of Indian Trail
To:

Mayor and Council

From:

Trena Sims, Town Clerk

Meeting Date:

October 27, 2026

Subject:

CRTPO Update and Other Transportation Items

GENERAL INFORMATION
Council Member Alsobrooks will be updating Council and the community on CRTPO activities and other transportation
items.
REQUESTED ACTION
None

Agenda Packet 10-27-26

Page 40