Comparative Indicators to Other Hampton Roads’ Cities
David Bradley
January 15, 2013
November 20th – Five Year Forecast Presentation
Today – Regional Comparison Briefing
March 26th – City Managers Presentation of Budget & CIP to City Council
City Council Workshops – April 2nd, 9th, 16th, 23rd, and 30th
Public Hearings – April 18th (Virginia Beach Middle School) and 23rd (City Council Chambers)
May 7th – Budget Reconciliation Workshop
May 14th – FY 2013-14 Budget Adoption
FY 2013-14 Budget Preparation
2
Expenditures By Category
Source: Virginia Auditor of Public Accounts
12.6% 15.5% 16.6% 19.9% 15.6% 16.2% 17.4%
46.4% 48.3% 31.5%
35.4% 40.1%
40.2% 40.7%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Hampton NewportNews
Suffolk
General Government Administration Public Safety and Judicial AdministrationPublic Works Health and WelfareEducation Parks, Recreation, and CulturalCommunity Development Enterprise ActivitiesDebt Service
3
Local Revenue By Type
Source: Virginia Auditor of Public Accounts
52.9% 57.1% 43.8% 49.1% 45.0% 45.4% 52.6%
6.9% 9.8%
10.4% 10.8%
8.0% 13.5% 9.4%
10.0% 5.9%
12.9% 15.0% 18.5% 13.8% 14.5%
0%
20%
40%
60%
80%
100%
VirginiaBeach
Chesapeake Norfolk Portsmouth Hampton NewportNews
Suffolk
Real Estate Taxes Personal and Business Property Taxes
Other Local Taxes BPOL
Meals Tax Consumer Utility Taxes
Local Sales and Use Tax Revenue from the Use of Money and Property
Miscellaneous Revenue Charges for Service
4
Current Selected Local Tax Rates and Fees for FY 2012-13
Real Estate Tax Rate Per $100 of Assessed Value
Source: Management Services
$0.89
$0.06
$1.05 $1.11
$1.27
$0.97 $1.04
$1.10
$-
$0.20
$0.40
$0.60
$0.80
$1.00
$1.20
$1.40
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
$0.95
6
Personal Property Tax Rate
Vehicles and Business
Source: Management Services
$4.25
$3.70 $4.08
$4.33
$5.00
$4.25 $4.25 $0.25
$0.00
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
$4.50
7
Hotel Tax Rate
Source: Management Services
8.0% 8.0% 8.0% 8.0% 8.0% 8.0% 7.5%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
8
Meal Tax Rate
Source: Management Services
6.5% 6.5%
5.5% 5.5%
6.5% 6.5% 6.5% 1.0% 1.0%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
7.5% 7.5%
9
Admissions Tax
10.0% 10.0% 10.0% 10.0% 10.0% 10.0%
7.5%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
10
Automobile License Fee Vehicles Under 4,000 Pounds
Source: Management Services
$20.00
$30.00
$25.00 $23.00
$26.00 $25.00
$6.00
$5.00
$26.00
$-
$5.00
$10.00
$15.00
$20.00
$25.00
$30.00
$35.00
$40.00
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
$26.00
$35.00
11
Cigarette Tax Rate Per Pack
Source: Management Services
$0.75 $0.75
$0.65
$0.50
$0.75
$0.60
$0.50
$0.05 $0.10
$-
$0.10
$0.20
$0.30
$0.40
$0.50
$0.60
$0.70
$0.80
$0.90
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
$0.80 $0.85
12
Monthly Water and Sewer Bill Assuming 5,000 Gallons Consumed
Source: Virginia Beach Public Utilities Department
$20.00
$40.00
$60.00
$80.00
$100.00
2005 2006 2007 2008 2009 2010 2011 2012 2013Fiscal Year
Virginia Beach Chesapeake Norfolk Portsmouth Suffolk
13
Monthly Trash Collection Fee
Source: Management Services
$33.36
$24.48 $10.00
$-
$27.01
- $2.00
$17.50 $18.42
$0.44
$-
$5.00
$10.00
$15.00
$20.00
$25.00
$30.00
$35.00
$40.00
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
$24.92
Fee was reduced by $2/month to $33.36
14
Comparison of Tax Burden - FY 2012-13 Using Median Home Value in Virginia Beach
Source: Management Services
Virginia Beach Chesapeake Norfolk Portsmouth Suffolk Hampton
Newport News
Real Estate Tax $2,089.05 $2,308.95 $2,440.89 $2,792.73 $2,133.03 $2,286.96 $2,418.90
Personal Property Tax 224.79 228.31 304.60 359.73 265.00 271.80 241.02
Electricity Utility Tax 36.00 45.00 45.00 40.80 36.00 36.00 36.96
Gas Utility Tax 36.00 22.56 18.00 36.00 36.00 28.80 18.12
Va Telecommunications Tax 70.68 70.68 70.68 70.68 70.68 70.68 70.68
Water Utility Tax 36.00 None 67.50 84.00 None None None
Restaurant Tax 251.48 251.48 275.43 275.43 275.43 321.25 321.25
Admissions Tax 25.69 25.69 25.69 25.69 25.69 25.69 19.27
Vehicle License Decal 50.00 46.00 52.00 50.00 52.00 70.00 52.00
Stormwater Utility Fee 133.56 91.20 119.52 111.00 62.88 76.92 89.40
Residential Refuse Fee 120.00
None 324.12 400.32 210.00 221.00 299.04
Water & Sewer 615.84 689.28 616.80 568.20 1,029.84 493.20 547.80
Total Tax Impact $3,689.09 $3,779.15 $4,360.23 $4,814.58 $4,196.55 $3,902.30 $4,114.44 As a Percentage of Median Household Income – Owner Occupied (2011) 4.6% 4.7% 7.4% 8.7% 5.1% 6.3% 6.3%
Difference $0.00 $90.06 $671.14 $1,125.49 $417.40 $213.20 $425.35 15
Comparison of Tax Burden - FY 2012-13 Using Median Home Value For Each City
Source: Management Services
Virginia Beach Chesapeake Norfolk Portsmouth Suffolk Hampton
Newport News
Real Estate Tax $2,089.05 $2,345.70 N/A $1,952.50 $1,987.05 $1,678.56 $1,882.10 Personal Property Tax 224.79 228.31 304.60 359.73 265.00 271.80 241.02 Electricity Utility Tax 36.00 45.00 45.00 40.80 36.00 36.00 36.96 Gas Utility Tax 36.00 22.56 18.00 36.00 36.00 28.80 18.12 Va Telecommunications Tax 70.68 70.68 70.68 70.68 70.68 70.68 70.68 Water Utility Tax 36.00 None 67.50 84.00 None None None Restaurant Tax 251.48 251.48 275.43 275.43 275.43 321.25 321.25 Admissions Tax 25.69 25.69 25.69 25.69 25.69 25.69 19.27 Vehicle License Decal 50.00 46.00 52.00 50.00 52.00 70.00 52.00 Stormwater Utility Fee 133.56 91.20 119.52 111.00 62.88 76.92 89.40
Residential Refuse Fee 120.00
None 324.12 400.32 210.00 221.00 299.04 Water & Sewer 615.84 689.28 616.80 568.20 1,029.84 493.20 547.80 Total Tax Impact $3,689.09 $3,815.90 N/A $3,974.35 $4,050.57 $3,293.90 $3,577.64 As a Percentage of Median Household Income – Owner Occupied (2011) 4.6% 4.8% 8.7% 4.9% 5.3% 6.3% Difference $0.00 $126.81 N/A $285.26 $234.67 -$395.20 -$111.45
Median Home Value $ 219,900 $ 223,400 N/A $ 153,740 $ 204,850 $ 161,400 $ 171,100 16
Economic Vitality
Taxable Sales
Source: Virginia Department of Taxation
$0.0
$1.0
$2.0
$3.0
$4.0
$5.0
$6.0
2005 2006 2007 2008 2009 2010 2011
Billi
ons
Calendar Year
Virginia Beach Chesapeake Norfolk Portsmouth
Suffolk Hampton Newport News
18
Taxable Sales Per Capita
Source: Virginia Department of Taxation
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
$16,000
2005 2006 2007 2008 2009 2010 2011Calendar Year
Virginia Beach Chesapeake Norfolk Portsmouth
Suffolk Hampton Newport News
19
Median Household Income
Source: US Census Bureau American Community Survey
$-
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
2005 2006 2007 2008 2009 2010 2011Calendar Year
Virginia Beach Chesapeake Norfolk Portsmouth
Suffolk Hampton Newport News
20
Per Capita Income
Source: US Department of Commerce Bureau of Economic Analysis
$20,000
$30,000
$40,000
$50,000
2004 2005 2006 2007 2008 2009 2010Calendar Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
21
Comparison of Unemployment Rates for the Month of September
Source: U.S. Bureau of Labor Statistics - Local Area Unemployment Statistics Database
6.2% 6.7%
8.4% 9.1%
7.4%
8.7% 7.9%
5.4% 5.8%
7.6% 7.9%
6.6%
7.6% 6.9%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
9.0%
10.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
2011 2012
22
Direct Tax Revenue Generated from Tourism - 2011
$80.1
$26.3
$39.6
$7.3
$7.7
$19.6
$21.3
$0.0 $20.0 $40.0 $60.0 $80.0 $100.0
Virginia Beach
Chesapeake
Norfolk
Portsmouth
Suffolk
Hampton
Newport News
In Millions of $'s
23 Source: US Travel Association
Quality Education and Lifelong Learning
Library Expenditures Per Capita
Source: Virginia Auditor of Public Accounts
$10.00
$20.00
$30.00
$40.00
$50.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
25
Locally Funded School Operating Expenditures Per Pupil
Source: Virginia Department of Education Superintendent's Annual Report
$0
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
26
City Contribution as a Percent of Total School Operating Expenditures
Source: Virginia Department of Education Superintendent's Annual Report
15.0%
25.0%
35.0%
45.0%
55.0%
2005 2006 2007 2008 2009 2010 2011School Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
27
Educational Attainment Residents Age 25 or Older - 2011
11.9% 12.0% 9.8%
7.6% 8.8% 9.4% 7.8%
33.3%
28.5% 25.0%
20.2%
26.9%
22.7% 22.8%
0.0%
10.0%
20.0%
30.0%
40.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
Graduate or Professional Degree Undergraduate Degree
Source: US Census Bureau, American Community Survey 28
Dropout Rates - 2012 Grades 9 through 12
5.9% 4.4%
10.7% 11.7%
9.7%
5.2% 6.1%
0.0%
5.0%
10.0%
15.0%
20.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
Source: Virginia Department of Education 29
Graduation Rates - 2012
86.8% 91.2%
77.0% 80.8%
84.1% 84.4% 82.9%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
Source: Virginia Department of Education 30
Safe Community
Fire and Rescue Expenditures Per Capita
Source: Virginia Auditor of Public Accounts
$-
$50.00
$100.00
$150.00
$200.00
$250.00
$300.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
32
Law Enforcement and Traffic Control Expenditures Per Capita
Source: Virginia Auditor of Public Accounts
$100.00
$150.00
$200.00
$250.00
$300.00
$350.00
$400.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
33
Property Crime Rate Per 1,000 Residents - 2011
27.7
32.7
50.4
55.8
28.3
53.2
34.1
0.0
10.0
20.0
30.0
40.0
50.0
60.0
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
Source: Virginia State Police, Crime in Virginia 34
Violent Crime Rate - 2011
Source: Virginia State Police, Crime in Virginia
1.8
4.0
5.9
5.9
3.0
2.7
4.7
0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0
Virginia Beach
Chesapeake
Norfolk
Portsmouth
Suffolk
Hampton
Newport News
35
Quality Physical Environment
Expenditures for Maintenance of Highways, Streets, Bridges, and Sidewalks Per Lane Mile of Road
Sources: VDOT, Hampton Roads Planning District Commission, and Auditor of Public Accounts
$-
$15,000
$30,000
$45,000
$60,000
$75,000
2005 2006 2007 2008 2009 2010 2011
Fiscal Year Virginia Beach Chesapeake Norfolk Portsmouth
Suffolk Hampton Newport News
37
Solid Waste Collection Expenditures Per Capita
Source: Virginia Auditor of Public Accounts
$-
$40.00
$80.00
$120.00
$160.00
$200.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk Portsmouth Suffolk
38
Family and Youth Opportunities
Poverty Rate Individuals
0.0%
4.0%
8.0%
12.0%
16.0%
20.0%
2005 2006 2007 2008 2009 2010 2011Calendar Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
Source: Census Bureau - American Community Survey 40
Public Health Expenditures Per Capita
Source: Virginia Auditor of Public Accounts
$-
$10.00
$20.00
$30.00
$40.00
$50.00
$60.00
$70.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
41
Social Services Expenditures Per Capita
Source: Virginia Auditor of Public Accounts 42
$-
$100.00
$200.00
$300.00
$400.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk Portsmouth
Suffolk Hampton Newport News
Mental Health and Mental Retardation Expenditures Per Capita
Source: Virginia Auditor of Public Accounts
$-
$50.00
$100.00
$150.00
$200.00
$250.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
43
Percent of Residents Receiving SNAP Benefits
Source: Virginia Department of Social Service, US Census Bureau, Weldon Cooper Center
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
44
Percent of Low Birth Weight Babies 2011
8.2% 8.4%
10.1%
12.2%
7.8% 8.8% 8.8%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
Source: Virginia Department of Public Health 45
Students Receiving Free or Reduced Price Lunch
Source: Virginia Department of Education
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
2006 2007 2008 2009 2010 2011 2012School Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
46
Cultural and Recreational Opportunities
Parks and Recreation Expenditures Per Capita
Source: Virginia Auditor of Public Accounts
$-
$40.00
$80.00
$120.00
$160.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
48
Cultural Enrichment
Expenditures Per Capita
Source: Virginia Auditor of Public Accounts
$-
$20.00
$40.00
$60.00
$80.00
$100.00
2005 2006 2007 2008 2009 2010 2011Fiscal Year
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
49
Quality Organization
Total Operating Expenditures Per Capita Excludes Enterprise Activities, Debt and Capital Expenditures
Source: Virginia Auditor of Public Accounts
$2,000
$2,500
$3,000
$3,500
$4,000
2005 2006 2007 2008 2009 2010 2011
Virginia Beach Chesapeake Norfolk PortsmouthSuffolk Hampton Newport News
51
Total Expenditures Per Capita -2011 Includes Operations, Capital, Debt, and Enterprise Activities
$4,167 $4,172
$4,856 $5,262
$4,356 $4,437
$4,894
$-
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
VirginiaBeach
Chesapeake Norfolk Portsmouth Suffolk Hampton NewportNews
Source: Virginia Auditor of Public Accounts 52
Bond Rating
Source: Each City’s 2012 CAFR (Newport News and Norfolk are from 2011 CAFR)
Virginia Beach
Chesa-peake Norfolk
Ports-mouth Suffolk Hampton
Newport News
Standard & Poor's AAA AA+ AA AA AA+ AA+ AA
Moody's Aaa Aa1 Aa2 Aa2 Aa2 Aa1 Aa1
Fitch AAA AAA AA+ AA AA+ AA+ N/A
53
∗ 91.0% are satisfied with City services overall ∗ 94.0% are satisfied with the appearance of the City ∗ 97.2% believe Virginia Beach is a good place to live ∗ 94.6% believe Virginia Beach is a safe place to live
Citizen Survey December 2011
54
∗ While much of the data included in this presentation lags, we are beginning to see signs of recovery on the slides
∗ Citizens value the services the City provides ∗ Lowest cost provider in the region ∗ Low overall tax rates compared to the region ∗ A family of Four in Virginia Beach has the lowest tax
burden as compared to income ∗ Still lag behind other cities in fees and charges for
service as proportion of total revenues
Conclusions
55