policyengine-us 1.421.0__py3-none-any.whl → 1.423.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/tx/twc/ccs/tx_ccs_maximum_payment.yaml

@@ -0,0 +1,141 @@
+- name: Case 1 - Low income family maximum payment calculation
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 30
+        employment_income: 12_000  # Annual income ($1,000/month, <20% SMI)
+      child1:
+        age: 3
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 500  # Monthly reimbursement rate
+    spm_units:
+      spm_unit:
+        members: [parent1, child1]
+        spm_unit_size: 2
+        tx_ccs_eligible: true
+    households:
+      household:
+        members: [parent1, child1]
+        state_code: TX
+  output:
+    # Reimbursement ($500) - copay ($22.70, rate-based) = $477.30
+    tx_ccs_maximum_payment: 477.3
+
+- name: Case 2 - Family with two children maximum payment
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 35
+        employment_income: 48_000  # Annual income ($4,000/month, ~55% SMI)
+      parent2:
+        age: 32
+      child1:
+        age: 5
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 600  # Monthly reimbursement for child1
+      child2:
+        age: 2
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 700  # Monthly reimbursement for child2
+    spm_units:
+      spm_unit:
+        members: [parent1, parent2, child1, child2]
+        spm_unit_size: 4
+        tx_ccs_eligible: true
+    households:
+      household:
+        members: [parent1, parent2, child1, child2]
+        state_code: TX
+  output:
+    # Total reimbursement ($1,300) - copay ($243.20, rate-based) = $1,056.80
+    tx_ccs_maximum_payment: 1_056.8
+
+- name: Case 3 - High income family with lower maximum payment
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 40
+        employment_income: 84_000  # Annual income ($7,000/month, 75-80% SMI)
+      parent2:
+        age: 38
+      child1:
+        age: 8
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 400
+      child2:
+        age: 5
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 450
+      child3:
+        age: 2
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 500
+    spm_units:
+      spm_unit:
+        members: [parent1, parent2, child1, child2, child3]
+        spm_unit_size: 5
+        tx_ccs_eligible: true
+    households:
+      household:
+        members: [parent1, parent2, child1, child2, child3]
+        state_code: TX
+  output:
+    # Total reimbursement ($1,350) - copay ($490, capped at 7%) = $860
+    tx_ccs_maximum_payment: 860
+
+- name: Case 4 - Copay exceeds reimbursement results in zero maximum payment
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 35
+        employment_income: 78_000  # High income
+      child1:
+        age: 6
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 200  # Low reimbursement rate
+    spm_units:
+      spm_unit:
+        members: [parent1, child1]
+        spm_unit_size: 2
+        tx_ccs_eligible: true
+    households:
+      household:
+        members: [parent1, child1]
+        state_code: TX
+  output:
+    tx_ccs_maximum_payment: 0  # Reimbursement ($200) < copay ($310), max(0, -110) = $0
+
+- name: Case 5 - Not eligible household has zero maximum payment
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 30
+        employment_income: 36_000
+      child1:
+        age: 4
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 500
+    spm_units:
+      spm_unit:
+        members: [parent1, child1]
+        spm_unit_size: 2
+        tx_ccs_eligible: false  # Not eligible
+    households:
+      household:
+        members: [parent1, child1]
+        state_code: TX
+  output:
+    tx_ccs_maximum_payment: 0  # Not eligible = no maximum payment

policyengine_us/tests/policy/baseline/gov/states/tx/twc/ccs/tx_ccs_workforce_board_region.yaml

@@ -0,0 +1,79 @@
+- name: Gulf Coast - Harris County
+  period: 2024
+  input:
+    county: HARRIS_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: GULF_COAST
+
+- name: Gulf Coast - Fort Bend County
+  period: 2024
+  input:
+    county: FORT_BEND_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: GULF_COAST
+
+- name: Dallas County - Dallas
+  period: 2024
+  input:
+    county: DALLAS_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: DALLAS_COUNTY
+
+- name: Tarrant County - Fort Worth
+  period: 2024
+  input:
+    county: TARRANT_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: TARRANT_COUNTY
+
+- name: Capital Area - Travis County (Austin)
+  period: 2024
+  input:
+    county: TRAVIS_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: CAPITAL_AREA
+
+- name: Alamo - Bexar County (San Antonio)
+  period: 2024
+  input:
+    county: BEXAR_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: ALAMO
+
+- name: Panhandle - Potter County (Amarillo)
+  period: 2024
+  input:
+    county: POTTER_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: PANHANDLE
+
+- name: Borderplex - El Paso County
+  period: 2024
+  input:
+    county: EL_PASO_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: BORDERPLEX
+
+- name: Heart of Texas - McLennan County (Waco)
+  period: 2024
+  input:
+    county: MCLENNAN_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: HEART_OF_TEXAS
+
+- name: Cameron County - Brownsville
+  period: 2024
+  input:
+    county: CAMERON_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: CAMERON_COUNTY

policyengine_us/tests/policy/contrib/ctc/integration.yaml

@@ -258,8 +258,8 @@
 
 - name: Joint filer with 3 kids, 250k income
   period: 2025
-  reforms: [policyengine_us.reforms.ctc.ctc_per_child_phase_in.ctc_per_child_phase_in, 
-    policyengine_us.reforms.ctc.ctc_minimum_refundable_amount.ctc_minimum_refundable_amount, 
+  reforms: [policyengine_us.reforms.ctc.ctc_per_child_phase_in.ctc_per_child_phase_in,
+    policyengine_us.reforms.ctc.ctc_minimum_refundable_amount.ctc_minimum_refundable_amount,
     policyengine_us.reforms.ctc.ctc_per_child_phase_out.ctc_per_child_phase_out]
   input:
     gov.contrib.ctc.per_child_phase_out.in_effect: true
@@ -286,6 +286,7 @@
     gov.irs.credits.ctc.phase_out.threshold.SEPARATE: 100_000
     gov.irs.credits.ctc.phase_out.arpa.amount: 25
     gov.irs.credits.ctc.phase_out.amount: 25
+    gov.contrib.ctc.per_child_phase_out.avoid_overlap: false
     people:
       person1:
         age: 40
@@ -308,3 +309,205 @@
   output:
     refundable_ctc: 2_850
     non_refundable_ctc: 0
+
+- name: Single filer, 1 child, 120k income, avoid_overlap enabled
+  period: 2025
+  reforms: [policyengine_us.reforms.ctc.ctc_per_child_phase_in.ctc_per_child_phase_in,
+    policyengine_us.reforms.ctc.ctc_minimum_refundable_amount.ctc_minimum_refundable_amount,
+    policyengine_us.reforms.ctc.ctc_per_child_phase_out.ctc_per_child_phase_out]
+  input:
+    gov.contrib.ctc.per_child_phase_out.in_effect: true
+    gov.contrib.ctc.per_child_phase_in.in_effect: true
+    gov.contrib.ctc.minimum_refundable.in_effect: true
+    gov.contrib.ctc.minimum_refundable.amount[0].amount: 2_400
+    gov.contrib.ctc.minimum_refundable.amount[1].amount: 2_400
+    gov.irs.credits.ctc.refundable.individual_max: 4_800
+    gov.irs.credits.ctc.refundable.phase_in.threshold: 0
+    gov.irs.credits.ctc.refundable.phase_in.rate: 0.2
+    gov.irs.credits.ctc.amount.base[0].amount: 2_200
+    gov.irs.credits.ctc.amount.arpa[0].amount: 4_800
+    gov.irs.credits.ctc.amount.arpa[1].amount: 4_800
+    gov.irs.credits.ctc.phase_out.arpa.in_effect: true
+    gov.irs.credits.ctc.phase_out.arpa.threshold.JOINT: 35_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SINGLE: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.HEAD_OF_HOUSEHOLD: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SURVIVING_SPOUSE: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SEPARATE: 25_000
+    gov.irs.credits.ctc.phase_out.threshold.JOINT: 200_000
+    gov.irs.credits.ctc.phase_out.threshold.SINGLE: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.HEAD_OF_HOUSEHOLD: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.SURVIVING_SPOUSE: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.SEPARATE: 100_000
+    gov.irs.credits.ctc.phase_out.arpa.amount: 25
+    gov.irs.credits.ctc.phase_out.amount: 25
+    gov.contrib.ctc.per_child_phase_out.avoid_overlap: true
+    people:
+      person1:
+        age: 40
+        employment_income: 120_000
+      person2:
+        age: 10
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    ctc_arpa_uncapped_phase_out: 2_375
+    ctc_phase_out: 0
+    ctc: 2_425
+    refundable_ctc: 2_425
+
+- name: Single filer, 1 child, 120k income, avoid_overlap disabled
+  period: 2025
+  reforms: [policyengine_us.reforms.ctc.ctc_per_child_phase_in.ctc_per_child_phase_in,
+    policyengine_us.reforms.ctc.ctc_minimum_refundable_amount.ctc_minimum_refundable_amount,
+    policyengine_us.reforms.ctc.ctc_per_child_phase_out.ctc_per_child_phase_out]
+  input:
+    gov.contrib.ctc.per_child_phase_out.in_effect: true
+    gov.contrib.ctc.per_child_phase_in.in_effect: true
+    gov.contrib.ctc.minimum_refundable.in_effect: true
+    gov.contrib.ctc.minimum_refundable.amount[0].amount: 2_400
+    gov.contrib.ctc.minimum_refundable.amount[1].amount: 2_400
+    gov.irs.credits.ctc.refundable.individual_max: 4_800
+    gov.irs.credits.ctc.refundable.phase_in.threshold: 0
+    gov.irs.credits.ctc.refundable.phase_in.rate: 0.2
+    gov.irs.credits.ctc.amount.base[0].amount: 2_200
+    gov.irs.credits.ctc.amount.arpa[0].amount: 4_800
+    gov.irs.credits.ctc.amount.arpa[1].amount: 4_800
+    gov.irs.credits.ctc.phase_out.arpa.in_effect: true
+    gov.irs.credits.ctc.phase_out.arpa.threshold.JOINT: 35_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SINGLE: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.HEAD_OF_HOUSEHOLD: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SURVIVING_SPOUSE: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SEPARATE: 25_000
+    gov.irs.credits.ctc.phase_out.threshold.JOINT: 200_000
+    gov.irs.credits.ctc.phase_out.threshold.SINGLE: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.HEAD_OF_HOUSEHOLD: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.SURVIVING_SPOUSE: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.SEPARATE: 100_000
+    gov.irs.credits.ctc.phase_out.arpa.amount: 25
+    gov.irs.credits.ctc.phase_out.amount: 25
+    gov.contrib.ctc.per_child_phase_out.avoid_overlap: false
+    people:
+      person1:
+        age: 40
+        employment_income: 120_000
+      person2:
+        age: 10
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    ctc_arpa_uncapped_phase_out: 2_375
+    ctc_phase_out: 500
+    ctc: 1_925
+    refundable_ctc: 1_925
+
+- name: Single filer, 1 child, 50k income, avoid_overlap enabled (only ARPA applies)
+  period: 2025
+  reforms: [policyengine_us.reforms.ctc.ctc_per_child_phase_in.ctc_per_child_phase_in,
+    policyengine_us.reforms.ctc.ctc_minimum_refundable_amount.ctc_minimum_refundable_amount,
+    policyengine_us.reforms.ctc.ctc_per_child_phase_out.ctc_per_child_phase_out]
+  input:
+    gov.contrib.ctc.per_child_phase_out.in_effect: true
+    gov.contrib.ctc.per_child_phase_in.in_effect: true
+    gov.contrib.ctc.minimum_refundable.in_effect: true
+    gov.contrib.ctc.minimum_refundable.amount[0].amount: 2_400
+    gov.contrib.ctc.minimum_refundable.amount[1].amount: 2_400
+    gov.irs.credits.ctc.refundable.individual_max: 4_800
+    gov.irs.credits.ctc.refundable.phase_in.threshold: 0
+    gov.irs.credits.ctc.refundable.phase_in.rate: 0.2
+    gov.irs.credits.ctc.amount.base[0].amount: 2_200
+    gov.irs.credits.ctc.amount.arpa[0].amount: 4_800
+    gov.irs.credits.ctc.amount.arpa[1].amount: 4_800
+    gov.irs.credits.ctc.phase_out.arpa.in_effect: true
+    gov.irs.credits.ctc.phase_out.arpa.threshold.JOINT: 35_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SINGLE: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.HEAD_OF_HOUSEHOLD: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SURVIVING_SPOUSE: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SEPARATE: 25_000
+    gov.irs.credits.ctc.phase_out.threshold.JOINT: 200_000
+    gov.irs.credits.ctc.phase_out.threshold.SINGLE: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.HEAD_OF_HOUSEHOLD: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.SURVIVING_SPOUSE: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.SEPARATE: 100_000
+    gov.irs.credits.ctc.phase_out.arpa.amount: 25
+    gov.irs.credits.ctc.phase_out.amount: 25
+    gov.contrib.ctc.per_child_phase_out.avoid_overlap: true
+    people:
+      person1:
+        age: 40
+        employment_income: 50_000
+      person2:
+        age: 10
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    ctc_arpa_uncapped_phase_out: 625
+    ctc_phase_out: 0
+    ctc: 4_175
+    refundable_ctc: 4_175
+
+- name: HoH filer, 2 kids, 150k income, avoid_overlap enabled (in overlap zone)
+  period: 2025
+  reforms: [policyengine_us.reforms.ctc.ctc_per_child_phase_in.ctc_per_child_phase_in,
+    policyengine_us.reforms.ctc.ctc_minimum_refundable_amount.ctc_minimum_refundable_amount,
+    policyengine_us.reforms.ctc.ctc_per_child_phase_out.ctc_per_child_phase_out]
+  input:
+    gov.contrib.ctc.per_child_phase_out.in_effect: true
+    gov.contrib.ctc.per_child_phase_in.in_effect: true
+    gov.contrib.ctc.minimum_refundable.in_effect: true
+    gov.contrib.ctc.minimum_refundable.amount[0].amount: 2_400
+    gov.contrib.ctc.minimum_refundable.amount[1].amount: 2_400
+    gov.irs.credits.ctc.refundable.individual_max: 4_800
+    gov.irs.credits.ctc.refundable.phase_in.threshold: 0
+    gov.irs.credits.ctc.refundable.phase_in.rate: 0.2
+    gov.irs.credits.ctc.amount.base[0].amount: 2_200
+    gov.irs.credits.ctc.amount.arpa[0].amount: 4_800
+    gov.irs.credits.ctc.amount.arpa[1].amount: 4_800
+    gov.irs.credits.ctc.phase_out.arpa.in_effect: true
+    gov.irs.credits.ctc.phase_out.arpa.threshold.JOINT: 35_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SINGLE: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.HEAD_OF_HOUSEHOLD: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SURVIVING_SPOUSE: 25_000
+    gov.irs.credits.ctc.phase_out.arpa.threshold.SEPARATE: 25_000
+    gov.irs.credits.ctc.phase_out.threshold.JOINT: 200_000
+    gov.irs.credits.ctc.phase_out.threshold.SINGLE: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.HEAD_OF_HOUSEHOLD: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.SURVIVING_SPOUSE: 100_000
+    gov.irs.credits.ctc.phase_out.threshold.SEPARATE: 100_000
+    gov.irs.credits.ctc.phase_out.arpa.amount: 25
+    gov.irs.credits.ctc.phase_out.amount: 25
+    gov.contrib.ctc.per_child_phase_out.avoid_overlap: true
+    people:
+      person1:
+        age: 40
+        employment_income: 150_000
+      person2:
+        age: 10
+      person3:
+        age: 10
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: TX
+  output:
+    ctc_arpa_uncapped_phase_out: 6_250
+    ctc_phase_out: 0
+    ctc: 5_850
+    refundable_ctc: 5_850

policyengine_us/variables/gov/states/tx/twc/ccs/copay/tx_ccs_copay.py

@@ -0,0 +1,40 @@
+from policyengine_us.model_api import *
+
+
+class tx_ccs_copay(Variable):
+    value_type = float
+    entity = SPMUnit
+    unit = USD
+    label = "Texas Child Care Services (CCS) copayment"
+    definition_period = MONTH
+    reference = "https://wspanhandle.com/child-care/for-parents/"
+    defined_for = "tx_ccs_eligible"
+
+    def formula(spm_unit, period, parameters):
+        p = parameters(period).gov.states.tx.twc.ccs.copay
+
+        # Get household income and SMI ratio
+        income = spm_unit("tx_ccs_countable_income", period)
+        smi = spm_unit("hhs_smi", period)
+        income_to_smi_ratio = income / smi
+
+        # Count eligible children in care
+        eligible_children = spm_unit.sum(
+            spm_unit.members("tx_ccs_eligible_child", period)
+        )
+
+        # Calculate copayment rates based on income bracket
+        # Use Panhandle Region's values
+        first_child_rate = p.rate.first_child.calc(income_to_smi_ratio)
+        additional_child_rate = p.rate.additional_child
+
+        # Calculate copayments as percentage of income
+        first_child_copay = first_child_rate * income
+        additional_children = max_(eligible_children - 1, 0)
+        additional_copay = additional_child_rate * income * additional_children
+
+        # Total copayment, capped at maximum rate
+        total_copay = first_child_copay + additional_copay
+        max_copay = p.rate.maximum * income
+
+        return min_(total_copay, max_copay)

policyengine_us/variables/gov/states/tx/twc/ccs/eligibility/tx_ccs_asset_eligible.py

@@ -0,0 +1,16 @@
+from policyengine_us.model_api import *
+
+
+class tx_ccs_asset_eligible(Variable):
+    value_type = bool
+    entity = SPMUnit
+    label = "Texas CCS asset eligible"
+    definition_period = MONTH
+    reference = "https://www.law.cornell.edu/regulations/texas/40-Tex-Admin-Code-SS-809-41"
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        p = parameters(period).gov.states.tx.twc.ccs
+        assets = spm_unit("spm_unit_assets", period.this_year)
+        asset_limit = p.assets.limit
+        return assets <= asset_limit

policyengine_us/variables/gov/states/tx/twc/ccs/eligibility/tx_ccs_eligible.py

@@ -0,0 +1,28 @@
+from policyengine_us.model_api import *
+
+
+class tx_ccs_eligible(Variable):
+    value_type = bool
+    entity = SPMUnit
+    label = "Texas CCS eligible"
+    definition_period = MONTH
+    reference = "https://www.law.cornell.edu/regulations/texas/40-Tex-Admin-Code-SS-809-41"
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        # Check all eligibility criteria
+        income_eligible = spm_unit("tx_ccs_income_eligible", period)
+        asset_eligible = spm_unit("tx_ccs_asset_eligible", period)
+        work_eligible = spm_unit("tx_ccs_work_requirement_eligible", period)
+
+        # Check if at least one child is age-eligible
+        person = spm_unit.members
+        age_eligible = person("tx_ccs_eligible_child", period)
+        has_eligible_child = spm_unit.any(age_eligible)
+
+        return (
+            income_eligible
+            & asset_eligible
+            & work_eligible
+            & has_eligible_child
+        )

policyengine_us/variables/gov/states/tx/twc/ccs/eligibility/tx_ccs_eligible_child.py

@@ -0,0 +1,22 @@
+from policyengine_us.model_api import *
+
+
+class tx_ccs_eligible_child(Variable):
+    value_type = bool
+    entity = Person
+    label = "Texas CCS eligible child"
+    definition_period = MONTH
+    reference = "https://www.law.cornell.edu/regulations/texas/40-Tex-Admin-Code-SS-809-41"
+    defined_for = StateCode.TX
+
+    def formula(person, period, parameters):
+        p = parameters(period).gov.states.tx.twc.ccs.age_threshold
+        age = person("age", period.this_year)
+        is_disabled = person("is_disabled", period)
+        age_limit = where(is_disabled, p.disabled_child, p.child)
+        age_eligible = age < age_limit
+        is_dependent = person("is_tax_unit_dependent", period)
+        immigration_status_eligible = person(
+            "is_citizen_or_legal_immigrant", period
+        )
+        return age_eligible & is_dependent & immigration_status_eligible

policyengine_us/variables/gov/states/tx/twc/ccs/eligibility/tx_ccs_income_eligible.py

@@ -0,0 +1,19 @@
+from policyengine_us.model_api import *
+
+
+class tx_ccs_income_eligible(Variable):
+    value_type = bool
+    entity = SPMUnit
+    label = "Texas CCS income eligible"
+    definition_period = MONTH
+    reference = "https://www.law.cornell.edu/regulations/texas/40-Tex-Admin-Code-SS-809-41"
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        p = parameters(period).gov.states.tx.twc.ccs
+        # Get monthly countable income
+        monthly_income = spm_unit("tx_ccs_countable_income", period)
+        # Calculate monthly SMI limit
+        smi = spm_unit("hhs_smi", period)
+        income_limit = smi * p.income.smi_rate
+        return monthly_income <= income_limit

policyengine_us/variables/gov/states/tx/twc/ccs/eligibility/tx_ccs_work_exempt.py

@@ -0,0 +1,26 @@
+from policyengine_us.model_api import *
+
+
+class tx_ccs_work_exempt(Variable):
+    value_type = bool
+    entity = Person
+    label = "Texas CCS work requirement exempt"
+    definition_period = YEAR
+    reference = "https://www.law.cornell.edu/regulations/texas/40-Tex-Admin-Code-SS-809-50"
+    defined_for = StateCode.TX
+
+    def formula(person, period):
+        # Exemption 1: Full-time student
+        is_full_time_student = person("is_full_time_student", period)
+
+        # Exemption 2: Parent with documented medical disability
+        is_disabled = person("is_disabled", period)
+
+        # Exemption 3: Parent caring for a physically or mentally disabled family member
+        # This exemption is NOT implemented due to complexity in determining:
+        # - Which parent is the designated caregiver
+        # - Whether caring for disabled spouse vs disabled child has different implications
+        # - Whether both parents can claim exemption or just one
+        # Future enhancement could add this with better data on caregiving roles
+
+        return is_full_time_student | is_disabled

policyengine_us/variables/gov/states/tx/twc/ccs/eligibility/tx_ccs_work_requirement_eligible.py

@@ -0,0 +1,44 @@
+from policyengine_us.model_api import *
+
+
+class tx_ccs_work_requirement_eligible(Variable):
+    value_type = bool
+    entity = SPMUnit
+    label = "Texas CCS work requirement eligible"
+    definition_period = MONTH
+    reference = "https://www.law.cornell.edu/regulations/texas/40-Tex-Admin-Code-SS-809-56"
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        p = parameters(period).gov.states.tx.twc.ccs.work_requirements
+
+        person = spm_unit.members
+        is_head_or_spouse = person("is_tax_unit_head_or_spouse", period)
+        is_exempt = person("tx_ccs_work_exempt", period)
+        work_hours = person("weekly_hours_worked", period.this_year)
+
+        # Count non-exempt parents and calculate their total work hours
+        is_non_exempt_parent = is_head_or_spouse & ~is_exempt
+        num_non_exempt_parents = spm_unit.sum(is_non_exempt_parent)
+        total_work_hours = spm_unit.sum(
+            where(is_non_exempt_parent, work_hours, 0)
+        )
+
+        # Determine work hours requirement based on non-exempt parents
+        # If 0-1 non-exempt parents: 25 hours
+        # If 2+ non-exempt parents: 50 hours
+        requirement = where(
+            num_non_exempt_parents > 1, p.two_parent, p.single_parent
+        )
+
+        # Check each parent individually
+        # A parent meets requirements if they are:
+        # - Exempt from work, OR
+        # - Part of a household that meets the work hour requirement
+        household_meets_work_requirement = total_work_hours >= requirement
+        parent_meets_requirement = is_exempt | household_meets_work_requirement
+
+        # SPM unit is eligible if ALL parents meet requirements
+        # (Non-parents automatically pass)
+        person_eligible = parent_meets_requirement | ~is_head_or_spouse
+        return spm_unit.all(person_eligible)

policyengine_us/variables/gov/states/tx/twc/ccs/payment/tx_ccs_care_schedule.py

@@ -0,0 +1,18 @@
+from policyengine_us.model_api import *
+
+
+class TXCCSCareSchedule(Enum):
+    FULL_TIME = "Full Time"
+    PART_TIME = "Part Time"
+    BLENDED = "Blended"
+
+
+class tx_ccs_care_schedule(Variable):
+    value_type = Enum
+    possible_values = TXCCSCareSchedule
+    default_value = TXCCSCareSchedule.FULL_TIME
+    entity = Person
+    definition_period = MONTH
+    label = "Texas Child Care Services (CCS) care schedule"
+    defined_for = StateCode.TX
+    reference = "https://www.twc.texas.gov/sites/default/files/ccel/docs/bcy25-board-max-provider-payment-rates-4-age-groups-twc.pdf"