,,ii #aai? ,,congress #b;d ,session ,s4 #cgef ,,9 ,,! ,,s5ate ,,( ,,! ,,unit$ ,,/ates ,febru>y #b1 #bjbf ,mr4 ,k5n$y introduc$ ! foll[+ bill2 :i* 0 read twice & ref]r$ to ! ,committee on ,homel& ,security & ,gov]nm5tal ,affairs ,a ,,bill ,to require ! ,bureau ( ! ,c5sus1 9 measur+ pov]ty1 to incorporate ! di/ributional analysis ( h\sehold income us$ by ! ,congressional ,budget ,(fice1 & = o!r purposes4 #a4 ,%ort title ,?is ,act may be cit$ z ! ,pov]ty ,/ati/ics ,enhancem5t ,act4 #b4 ,def9itions & special rules ,9 ?is ,act3 7#a7 ,adm9i/]+ ag5cy ,! t]m adm9i/]+ ag5cy means a ,f$]al1 ,/ate1 or local gov]nm5tal ag5cy responsible = assess+ income1 collect+ rev5ue1 adm9i/]+ a b5efit1 or collect+1 compil+1 & analyz+ data relat$ to income assessm5ts1 rev5ue collections1 or b5efits adm9i/ration4 7#b7 ,director ,! t]m ,director means ! ,director ( ! ,bureau ( ! ,c5sus4 7#c7 ,e>n$ income 7,a7 ,9 g5]al ,! t]m e>n$ income means income paid to individuals f ! foll[+3 7i7 ,e>n+s f employm5t or self-employm5t1 includ+ employm5t by a gov]nm5tal entity to p]=m specific s]vices1 ) cont9u$ employm5t conditional on successful deliv]y ( ^? s]vices4 7ii7 ,int]e/4 7iii7 ,divid5ds4 7iv7 ,r5ts1 royalties1 & e/ates & tru/s4 7v7 ,realiz$ capital ga9s4 7vi7 ,! monet>y value ( employ]-paid b5efits1 includ+-- 7,i7 heal? insurance premiums2 7,,ii7 ! actu>ial value (-- 7aa7 employ]-fund$ heal? insurance net ( employee contributions2 7bb7 life insurance premiums2 7cc7 contributions to a heal? sav+s acc\nt 7z def9$ 9 section #bbc7;d7 ( ! ,int]nal ,rev5ue ,code ( #aihf72 7dd7 contributions to a qualifi$ ca% or def]r$ arrangem5t 7z def9$ 9 section #dja7k77#b7 ( su* ,code72 7ee7 contributions to an individual retirem5t plan 7z def9$ 9 section #ggja7;a77#cg7 ( su* ,code72 & 7ff7 employ] contributions to a def9$ contribution retirem5t plan 7z def9$ 9 section #dad7;i7 ( su* ,code72 7,,iii7 b5efits f a def9$ b5efit retirem5t plan 7z def9$ 9 section #dad7;j7 ( su* ,code7 at ! "t ! b5efits are deliv]$2 7,,iv7 b5efits provid$ to gov]nm5t employees ti$ specifically to _! employm5t1 includ+ vet]ans b5efits2 & 7,v7 o!r b5efits paid by an employ] dur+ retirem5t1 includ+ p5sions1 heal?c>e cov]age1 & o!r b5efits1 c\nt$ at ! "t at :i* ! b5efit is receiv$4 7vii7 ,9-k9d comp5sation su* z co/-free or r$uc$-co/ lodg+ or meals1 except = items requir$ by ! employ] = p]=m+ "w1 su* z uni=ms or p]sonal protective equipm5t4 7,b7 ,special rules = e>n$ income 7i7 ,adju/m5ts g5]ally ,= purposes ( subp>agraph 7,a71 all types ( e>n$ income %all be reconcil$ & adju/$ to kn[n1 reliable indep5d5t b5*m>ks1 includ+ b5*m>ks produc$ by /ati/ical ag5cies1 programmatic ag5cies1 ! ,int]nal ,rev5ue ,s]vice1 private s\rces1 & su* o!r s\rces z ! ,director det]m9es appropriate4 7ii7 ,readju/m5ts ,9 addition to adju/+ e>n$ income "u clause 7i71 additional adju/m5ts %all be made = miss+ & misreport$ data bas$ on exi/+ & future rese>* by ! ,bureau ( ! ,c5sus1 o!r gov]nm5t ag5cies1 academic rese>*]s1 & o!r private rese>*4 7#d7 ,gov]nm5t transf] paym5ts 7,a7 ,9 g5]al ,! t]m gov]nm5t transf] paym5ts means any money1 goods1 s]vices1 or disc\nts provid$ to individuals1 families1 or h\seholds by or at ! direction ( ,f$]al ,gov]nm5t or ,/ate1 local1 or o!r gov]nm5t s\rces1 includ+ ag5cies & ag5ts !re(1 or by private entities at ! direction ( any su* s\rce1 t are n paym5ts = s]vices p]=m$ z an employee or t are n provid$ equally to all legal resid5ts ( ! ,unit$ ,/ates )\t any conditions relat$ to income1 assets1 economic /atus1 age1 social condition1 or any o!r re/riction4 7,b7 ,inclusions ,! t]m gov]nm5t transf] paym5ts includes ! foll[+3 7i7 ,unemploym5t insurance comp5sation4 7ii7 ,work]s' comp5sation4 7iii7 ,b5efits adm9i/]$ by ! ,social ,security ,adm9i/ration1 includ+-- 7,i7 old-age insurance b5efits & disability insurance b5efits "u title ,,ii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dja et seq472 & 7,,ii7 supplem5tal security income b5efits "u title ,,xvi ( su* ,act 7#db ,u4,s4,c4 #acha et seq474 7iv7 ,b5efits "u ! ,railroad ,retirem5t ,act ( #aigd 7#de ,u4,s4,c4 #bca et seq474 7v7 ,o!r disability b5efits f gov]nm5t1 except ^? provid$ to gov]nm5t employees z "p ( _! employm5t comp5sation4 7vi7 ,b5efits provid$ "u ! ,m$ic>e program "u title ,,xviii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie et seq471 includ+ any income-relat$ subsidy describ$ 9 section #ahfj;,d-#ad ( su* ,act 7#db ,u4,s4,c4 #aciew-#aad71 & any o!r r$uction 9 premiums or co/ %>+1 su* z d$uctibles1 copaym5ts1 or co9surance "u su* title4 7vii7 ,s mu* ( ! am\nt ( any income tax refund paid to a taxpay] :i* is attributable to-- 7,i7 ! e>n$ income cr$it "u section #cb ( ! ,int]nal ,rev5ue ,code ( #aihf2 7,,ii7 ! *ild tax cr$it "u section #bd ( su* ,code2 & 7,,iii7 any o!r refundable cr$it "u subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a ( su* ,code4 7viii7 ,assi/ance or b5efits provid$ "u ! ,tempor>y ,assi/ance = ,ne$y ,families program e/abli%$ "u "p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja et seq474 7ix7 ,m$ical assi/ance provid$ "u ! ,m$icaid program e/abli%$ "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif et seq474 7x7 ,*ild heal? assi/ance or pregnancy-relat$ assi/ance provid$ "u ! ,/ate ,*ildr5's ,heal? ,insurance ,program e/abli%$ "u title ,,xxi ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;aa et seq474 7xi7 ,b5efits provid$ pursuant to an ,indian heal? program 7z def9$ 9 section #d ( ! ,indian ,heal? ,c>e ,improvem5t ,act 7#be ,u4,s4,c4 #afjc774 7xii7 ,premium tax cr$its "u section #cf;,b ( ! ,int]nal ,rev5ue ,code ( #aihf1 co/-%>+ r$uction paym5ts "u section #adjb ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjga71 or any o!r paym5t t r$uces ! premium am\nt paid by ! enrollee4 7xiii7 ,any o!r gov]nm5t paym5ts to assi/ 9 pur*as+ m$ical c>e or heal? insurance4 7xiv7 ,b5efits "u ! supplem5tal nutrition assi/ance program e/abli%$ "u ! ,food & ,nutrition ,act ( #bjjh 7#g ,u4,s4,c4 #bjaa et seq474 7xv7 ,free & r$uc$ price meals provid$ "u ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agea et seq47 & section #d ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aggc74 7xvi7 ,b5efits & s]vices provid$ "u ! special supplem5tal nutrition program = wom51 infants1 & *ildr5 e/abli%$ by section #ag ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aghf74 7xvii7 ,meals provid$ "u ! *ild & adult c>e food program e/abli%$ "u section #ag ( ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agff74 7xviii7 ,r5tal assi/ance "u section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f71 includ+ h\s+ *oice v\*]s & project-bas$ r5tal assi/ance4 7xix7 ,assi/ance provid$ by ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture1 includ+ r5tal assi/ance4 7xx7 ,assi/ance 7includ+ s]vices7 "u ! ,l[-,income ,home ,en]gy ,assi/ance ,program1 e/abli%$ "u ! ,l[-,income ,home ,en]gy ,assi/ance ,act ( #aiha 7#db ,u4,s4,c4 #hfba et seq474 7xxi7 ,a ,f$]al ,pell ,grant "u section #dja ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajgj;a74 7xxii7 ,s mu* ( ! ,am]ican ,opportunity ,tax ,cr$it "u section #be;,a ( ! ,int]nal ,rev5ue ,code ( #aihf z is all[$ "u subsection 7i7 !re(4 7xxiii7 ,su* o!r transf]s by or at ! direction ( ,f$]al ,gov]nm5t or ,/ate1 local1 or o!r gov]nm5t s\rces t ! ,director det]m9es to be consi/5t ) subp>agraph 7,a7 us+ available data s\rces4 7#e7 ,income tax data ,! t]m income tax data means return in=mation1 z def9$ 9 section #fajc7;b77#b7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7#bf ,u4,s4,c4 #fajc7;b77#b774 7#f7 ,/ati/ical ag5cy ,! t]m /atisical ag5cy means-- 7,a7 ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor2 7,b7 ! ,bureau ( ,economic ,analysis ( ! ,dep>tm5t ( ,comm]ce2 & 7,c7 any o!r ,f$]al1 ,/ate1 or local gov]nm5t entity t collects1 processes1 or publi%es data relat$ to any ( ! compon5ts ( income cov]$ by ?is ,act4 7#g7 ,taxes 7,a7 ,9 g5]al 7i7 ,g5]al def9ition ,! t]m taxes means all money rev5ues paid by individuals1 families1 or h\seholds to ! ,f$]al ,gov]nm5t or a ,/ate1 local1 or o!r gov]nm5t ei!r directly or indirectly ?r\gh an employ] or o!r entity bas$ on _! e>n+s f employm5t1 sav+s1 inve/+1 real e/ate1 tru/s1 or o!r s\rces or on ! value1 own]%ip1 or usage ( real e/ate prop]ty1 p]sonal prop]ty1 o!r assets ( any k9d1 or pur*ases ( goods & s]vices 7includ+ bo? real & f9ancial74 7ii7 ,inclusions ,! t]m taxes includes-- 7,i7 employm5t taxes "u subtitle ,c ( ! ,int]nal ,rev5ue ,code ( #aihf 7:e!r paid by ! employ] or employee72 7,,ii7 income taxes1 includ+ taxes on inve/m5t income2 7,,iii7 corporate income taxes allocat$ to %>ehold]s bas$ on be/ rese>* on %>e ( corporate taxes t r$uce divid5ds2 7,,iv7 corporate income taxes allocat$ to employees bas$ on be/ rese>* on %>e ( corporate taxes t r$uce comp5sation2 7,v7 self-employm5t income & payroll taxes2 7,,vi7 prop]ty taxes2 7,,vii7 capital ga9s taxes2 7,,viii7 e/ate taxes2 7,,ix7 inh]itance taxes2 7,x7 gift taxes2 7,,xi7 sales taxes1 use taxes1 value add$ taxes1 or any o!r fee collect$ by gov]nm5t on sales ( any goods or any s]vices 7ei!r real or f9ancial7 to h\seholds or individuals2 7,,xii7 excise taxes paid ei!r sep>ately or includ$ z "p ( ! price paid = a good or s]vice2 7,,xiii7 t>iffs & duties paid ei!r directly or z "p ( ! price paid = a good or s]vice2 & 7,,xiv7 su* o!r s\rces ( money rev5ues t ! ,director det]m9es to be consi/5t ) clause 7i74 7,b7 ,special rules = det]m9+ am\nts ( tax 7i7 ,9 g5]al ,= purposes ( subp>agraph 7,a71 totals ( taxes %all be reconcil$ & adju/$ to sum to total tax & o!r rev5ue income available f o!r reliable s\rces1 includ+ ! ,(fice ( ,managem5t & ,budget1 ! ,dep>tm5t ( ! ,treasury1 & ! ,bureau ( ,economic ,analysis4 7ii7 ,treatm5t ( tax cr$its ,) respect to any taxpay]3 7,i7 ,! am\nt ( taxes paid %all be det]m9$ )\t reg>d to any refund paid to ! taxpay] :i* is attributable to any refundable cr$it "u subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a ( ! ,int]nal ,rev5ue ,code ( #aihf4 7,,ii7 ,! am\nt ( any refund paid to ! taxpay] :i* is attributable to any su* refundable cr$it %all be treat$ z a gov]nm5t transf] paym5t 9 accordance ) p>agraph 7#c74 #c4 ,adju/m5t ( ,c5sus income inequality calculation 7a7 ,new me?odology 7#a7 ,9 g5]al ,n lat] ?an #a ye> aft] ! date ( enactm5t ( ?is ,act1 ! ,director1 9 consultation ) ! heads ( o!r appropriate ,f$]al1 ,/ate1 & local ag5cies1 z det]m9$ by ! ,director1 %all implem5t a new me?odology to measure pov]ty1 9 addition to ! ,(ficial ,pov]ty ,measure & ! ,supplem5tal ,pov]ty ,measure1 t-- 7,a7 uses ! me?odology outl9$ 9 ! report ( ! ,congressional ,budget ,(fice titl$ ,reconcil+ ! ,(ficial ,pov]ty ,measure & ,,cbo's ,di/ributional ,analysis ( ,h\sehold ,income2 & 7,b7 measures ! income ( an individual z ! am\nt equal to-- 7i7 ! sum ( e>n$ income & gov]nm5t transf] paym5ts receiv$ by ! individual1 less 7ii7 ! taxes paid by ! individual4 7#b7 ,resolution ( pot5tial conflict ,to ! ext5t ( any conflict betwe5 ! requirem5ts "u subp>agraphs 7,a7 & 7,b7 ( p>agraph 7#a71 ! requirem5t "u su* subp>agraph 7,a7 %all sup]s$e ! requirem5t "u su* subp>agraph 7,b74 7b7 ,ag5cy data 7#a7 ,f$]al ag5cies ,n lat] ?an #ahj days aft] ! head ( a ,f$]al ag5cy receives a reque/ f ! ,director = data possess$ or reasonably obta9able by su* ,f$]al ag5cy = c>ry+ out ?is section1 su* head %all make available to ! ,director su* data to ! ext5t o!rwise p]mitt$ by law4 7#b7 ,/ate & local ag5cies ,! ,director may reque/ ! head ( a ,/ate or local ag5cy t is an adm9i/]+ ag5cy to provide su* data z ! ,director det]m9es necess>y to c>ry out ?is section4 7c7 ,publication ( data 7#a7 ,data report ,n lat] ?an #a ye> aft] ! date on :i* ! ,director implem5ts ! new me?odology requir$ "u subsection 7a71 ! ,director %all submit to ,congress a report detail+ ! implem5tation ( ?is ,act1 includ+ ! availability & quality ( data f ! adm9i/]+ ag5cies f :i* ! ,director has reque/$ in=mation = c>ry+ out ?is section4 7#b7 ,measurem5t report 7,a7 ,9 g5]al ,n lat] ?an #a ye> aft] ! date on :i* ! ,director implem5ts ! new me?odology requir$ "u subsection 7a71 ! ,director %all submit to ,congress a report detail+ ! implem5tation ( ?is ,act1 includ+-- 7i7 ! recalculat$ measures ( income inequality bas$ on ! new calculation me?odology implem5t$ "u subsection 7a72 7ii7 a comp>ison betwe5 ! recalculat$ measures ( income inequality & ( h\sehold income disp]sion bas$ on ! new calculation me?odology implem5t$ "u subsection 7a7 & su* measures bas$ on ! calculation me?odologies 9 use = su* measures on ! day be=e ! date on :i* su* new calculation me?odology 0 implem5t$2 & 7iii7 a comp>ison betwe5 ea* /ati/ic track$ by ! ,bureau ( ! ,c5sus bas$ on ! new calculation me?odology implem5t$ "u subsection 7a7 & su* /ati/ic bas$ on ! calculation me?odologies 9 use = su* /ati/ic on ! day be=e ! date on :i* su* new calculation me?odology 0 implem5t$4 7,b7 ,data s\rces 7i7 ,9 g5]al ,! ,director %all use ! be/ available data s\rces 9 creat+ ! report requir$ "u subp>agraph 7,a71 includ+ ! use ( surveys previ\sly collect$ by ! ,bureau ( ! ,c5sus1 data f o!r /ati/ical ag5cies1 data f private s\rces1 &1 9 cases ( miss+ or unkn[n data1 /ati/ical imputations4 7ii7 ,survey augm5tation ,9 c>ry+ out clause 7i71 ! ,director may augm5t surveys be+ c>ri$ out by ! ,bureau ( ! ,c5sus or ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 7#c7 ,/ati/ics publication ,= all publications & data sets issu$ aft] ! date on :i* ! ,director implem5ts ! new me?odology requir$ "u subsection 7a71 ! ,director %all use su* new calculation me?odology to calculate ea* in/ance ( ea* measure or /ati/ic bas$ on su* me?odology1 includ+ ea* hi/orical in/ance4 7d7 ,protection & disclosure ( p]sonally id5tifiable in=mation 7#a7 ,9 g5]al ,! security1 disclosure1 & confid5tiality provisions set = 9 sections #i & #bc ( title #ac1 ,unit$ ,/ates ,code1 %all apply to p]sonally id5tifiable in=mation obta9$ by ! ,bureau ( ! ,c5sus pursuant to ?is ,act4 7#b7 ,re/rict$ access to p]sonally id5tifiable in=mation ,access to p]sonally id5tifiable in=mation collect$ to supplem5t ! re/rict$-use ,curr5t ,population ,survey ,annual ,social & ,economic ,supplem5ts 9 accordance ) subsection 7b77#a7 %all be available only to ^? :o h access to ! ,curr5t ,population ,survey data ) ! p]mission ( ! ,bureau ( ! ,c5sus & 9 accordance ) any o!r applicable provision ( ,f$]al & ,/ate law4 7#c7 ,crim9al p5alties ,any individual :o kn[+ly accesses or discloses p]sonally id5tifiable in=mation 9 violation ( ?is section %all be f9$ n m ?an #cjj1jjj1 imprison$ = n m ?an #e ye>s1 or bo?4