policyengine-us 1.458.0__py3-none-any.whl → 1.471.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/or/odhs/tanf/or_tanf_eligible.yaml

@@ -0,0 +1,68 @@
+# Oregon TANF Overall Eligibility (OAR 461-135-0070)
+# Requires: demographic eligibility + citizenship + income eligibility + resources eligibility
+
+- name: All eligibility criteria met is eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    or_tanf_income_eligible: true
+    or_tanf_resources_eligible: true
+  output:
+    or_tanf_eligible: true
+
+- name: Not demographic eligible is not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: true
+    or_tanf_income_eligible: true
+    or_tanf_resources_eligible: true
+  output:
+    or_tanf_eligible: false
+
+- name: No citizen or legal immigrant is not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: false
+    or_tanf_income_eligible: true
+    or_tanf_resources_eligible: true
+  output:
+    or_tanf_eligible: false
+
+- name: Not income eligible is not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    or_tanf_income_eligible: false
+    or_tanf_resources_eligible: true
+  output:
+    or_tanf_eligible: false
+
+- name: Not resources eligible is not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    or_tanf_income_eligible: true
+    or_tanf_resources_eligible: false
+  output:
+    or_tanf_eligible: false
+
+- name: Multiple eligibility failures
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: false
+    or_tanf_income_eligible: false
+    or_tanf_resources_eligible: false
+  output:
+    or_tanf_eligible: false

policyengine_us/tests/policy/baseline/gov/states/or/odhs/tanf/or_tanf_income_eligible.yaml

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+# Oregon TANF Income Eligibility (OAR 461-160-0100)
+# Standard test: countable income < countable limit AND adjusted income < adjusted limit
+# ELI test (for enrolled recipients with earned income): countable income < ELI limit (2 × payment standard)
+
+- name: Zero income passes both tests
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 0
+    or_tanf_adjusted_income: 0
+  output:
+    or_tanf_income_eligible: true
+
+- name: Countable income below limit and adjusted income below limit is eligible
+  # 3-person household:
+  # Countable income limit = $616
+  # Adjusted income limit = $485
+  # Countable income ($400) < $616 - passes
+  # Adjusted income ($300) < $485 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 400
+    or_tanf_adjusted_income: 300
+  output:
+    or_tanf_income_eligible: true
+
+- name: Countable income at or above limit is ineligible
+  # 3-person household:
+  # Countable income limit = $616
+  # Adjusted income limit = $485
+  # Countable income ($616) >= $616 - fails
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 616
+    or_tanf_adjusted_income: 300
+  output:
+    or_tanf_income_eligible: false
+
+- name: Adjusted income at or above limit is ineligible
+  # 3-person household:
+  # Countable income limit = $616
+  # Adjusted income limit = $485
+  # Countable income ($500) < $616 - passes
+  # Adjusted income ($485) >= $485 - fails
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 500
+    or_tanf_adjusted_income: 485
+  output:
+    or_tanf_income_eligible: false
+
+- name: Just below both limits is eligible
+  # 3-person household:
+  # Countable income ($615) < $616 - passes
+  # Adjusted income ($484) < $485 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 615
+    or_tanf_adjusted_income: 484
+  output:
+    or_tanf_income_eligible: true
+
+- name: Single person household income test
+  # 1-person household:
+  # Countable income limit = $345
+  # Adjusted income limit = $326
+  # Countable income ($300) < $345 - passes
+  # Adjusted income ($250) < $326 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 1
+    or_tanf_countable_income: 300
+    or_tanf_adjusted_income: 250
+  output:
+    or_tanf_income_eligible: true
+
+# ELI (Exit Limit Increase) test cases
+# ELI applies when enrolled in TANF AND has earned income
+# ELI limit = payment_standard × eli_multiplier (2)
+
+- name: ELI eligible - income above standard limit but below ELI limit
+  # 3-person household:
+  # Standard countable limit = $616
+  # ELI limit = $506 × 2 = $1,012
+  # Countable income ($800) > $616 (fails standard) but < $1,012 (passes ELI)
+  # With ELI, family remains eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: true
+    or_tanf_countable_income: 800
+    or_tanf_adjusted_income: 500
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_income_eligible: true
+
+- name: ELI eligible - income at ELI limit is ineligible
+  # 3-person household:
+  # ELI limit = $506 × 2 = $1,012
+  # Countable income ($1,012) >= $1,012 - fails ELI test
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: true
+    or_tanf_countable_income: 1_012
+    or_tanf_adjusted_income: 600
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_income_eligible: false
+
+- name: ELI eligible - income just below ELI limit is eligible
+  # 3-person household:
+  # ELI limit = $506 × 2 = $1,012
+  # Countable income ($1,011) < $1,012 - passes ELI test
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: true
+    or_tanf_countable_income: 1_011
+    or_tanf_adjusted_income: 600
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_income_eligible: true
+
+- name: Not ELI eligible - enrolled but no earned income uses standard test
+  # 3-person household with only unearned income (not ELI eligible)
+  # Standard countable limit = $616
+  # Countable income ($700) >= $616 - fails standard test
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: true
+    or_tanf_countable_income: 700
+    or_tanf_adjusted_income: 400
+  output:
+    or_tanf_income_eligible: false
+
+- name: Not enrolled with earned income - uses standard test not ELI
+  # New applicant (not enrolled) with earned income
+  # ELI does NOT apply to new applicants
+  # Standard countable limit = $616
+  # Countable income ($700) >= $616 - fails standard test
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: false
+    or_tanf_countable_income: 700
+    or_tanf_adjusted_income: 400
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_income_eligible: false
+
+# Household size > 10 (additional person increment tests)
+
+- name: Eleven person household income test with additional person increment
+  # 11-person household:
+  # Countable income limit = $1,209 (size 10) + $125 = $1,334
+  # Adjusted income limit = $1,150 (size 10) + $110 = $1,260
+  # Countable income ($1,200) < $1,334 - passes
+  # Adjusted income ($1,100) < $1,260 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+    or_tanf_countable_income: 1_200
+    or_tanf_adjusted_income: 1_100
+  output:
+    or_tanf_income_eligible: true
+
+- name: Twelve person household income test
+  # 12-person household:
+  # Countable income limit = $1,209 + 2 × $125 = $1,459
+  # Adjusted income limit = $1,150 + 2 × $110 = $1,370
+  # Countable income ($1,400) < $1,459 - passes
+  # Adjusted income ($1,300) < $1,370 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 12
+    or_tanf_countable_income: 1_400
+    or_tanf_adjusted_income: 1_300
+  output:
+    or_tanf_income_eligible: true
+
+- name: Eleven person household fails adjusted income test
+  # 11-person household:
+  # Adjusted income limit = $1,150 + $110 = $1,260
+  # Adjusted income ($1,260) >= $1,260 - fails
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+    or_tanf_countable_income: 1_200
+    or_tanf_adjusted_income: 1_260
+  output:
+    or_tanf_income_eligible: false

policyengine_us/tests/policy/baseline/gov/states/or/odhs/tanf/or_tanf_payment_standard.yaml

@@ -0,0 +1,68 @@
+# Oregon TANF Payment Standards (OAR 461-155-0030)
+# Monthly payment standards for benefit groups containing an adult
+# Values effective since July 1, 2011
+
+- name: Single person household gets $339 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 1
+  output:
+    or_tanf_payment_standard: 339
+
+- name: Two person household gets $432 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 2
+  output:
+    or_tanf_payment_standard: 432
+
+- name: Three person household gets $506 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+  output:
+    or_tanf_payment_standard: 506
+
+- name: Four person household gets $621 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 4
+  output:
+    or_tanf_payment_standard: 621
+
+- name: Five person household gets $721 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 5
+  output:
+    or_tanf_payment_standard: 721
+
+- name: Six person household gets $833 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 6
+  output:
+    or_tanf_payment_standard: 833
+
+- name: Ten person household gets $1,204 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 10
+  output:
+    or_tanf_payment_standard: 1_204
+
+- name: Eleven person household gets payment standard with additional increment
+  # Size 10 ($1,204) + $110 increment = $1,314
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+  output:
+    or_tanf_payment_standard: 1_314

policyengine_us/tests/policy/baseline/gov/states/or/odhs/tanf/or_tanf_resources_eligible.yaml

@@ -0,0 +1,37 @@
+# Oregon TANF Resources Eligibility (OAR 461-160-0015)
+# Resource limit: $10,000
+
+- name: Zero resources is eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_assets: 0
+  output:
+    or_tanf_resources_eligible: true
+
+- name: Resources below limit is eligible
+  # Countable resources ($5,000) <= $10,000 limit
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_assets: 5_000
+  output:
+    or_tanf_resources_eligible: true
+
+- name: Resources at limit is eligible
+  # Countable resources ($10,000) <= $10,000 limit
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_assets: 10_000
+  output:
+    or_tanf_resources_eligible: true
+
+- name: Resources above limit is not eligible
+  # Countable resources ($10,001) > $10,000 limit
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_assets: 10_001
+  output:
+    or_tanf_resources_eligible: false

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/eligibility/pa_tanf_disregard_eligible.yaml

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+- name: Case 1, enrolled recipient, automatic eligibility.
+  period: 2024-01
+  input:
+    is_tanf_enrolled: true
+    state_code: PA
+  output:
+    pa_tanf_disregard_eligible: true
+
+- name: Case 2, new applicant, income below Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 3_000
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Monthly: $3,000/12 = $250
+    # Preliminary: $250 - $90 = $160
+    # $160 < $587 → passes test
+    pa_tanf_disregard_eligible: true
+
+- name: Case 3, new applicant, income above Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 12_000
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Monthly: $12,000/12 = $1,000
+    # Preliminary: $1,000 - $90 = $910
+    # $910 > $587 → fails test
+    pa_tanf_disregard_eligible: false
+
+- name: Case 4, new applicant, exactly at Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 8_124
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Monthly: $8,124/12 = $677
+    # Preliminary: $677 - $90 = $587
+    # $587 is NOT < $587 → fails test
+    pa_tanf_disregard_eligible: false
+
+- name: Case 5, new applicant, just below Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 8_112
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Monthly: $8,112/12 = $676
+    # Preliminary: $676 - $90 = $586
+    # $586 < $587 → passes test
+    pa_tanf_disregard_eligible: true
+
+- name: Case 6, new applicant with unearned income, below Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 3_000
+    social_security: 3_600
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Earned monthly: $3,000/12 = $250; $250 - $90 = $160
+    # Unearned monthly: $3,600/12 = $300
+    # Preliminary: $160 + $300 = $460
+    # $460 < $587 → passes test
+    pa_tanf_disregard_eligible: true
+
+- name: Case 7, new applicant with unearned income, above Standard of Need.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 6_000
+    social_security: 3_600
+    is_tanf_enrolled: false
+    spm_unit_size: 3
+    state_code: PA
+  output:
+    # Group 2, size 3: Standard of Need = $587
+    # Earned monthly: $6,000/12 = $500; $500 - $90 = $410
+    # Unearned monthly: $3,600/12 = $300
+    # Preliminary: $410 + $300 = $710
+    # $710 > $587 → fails test
+    pa_tanf_disregard_eligible: false
+
+- name: Case 8, large household, new applicant, passes test.
+  period: 2024-01
+  input:
+    employment_income_before_lsr: 6_000
+    social_security: 0
+    is_tanf_enrolled: false
+    spm_unit_size: 6
+    state_code: PA
+  output:
+    # Group 2, size 6: Standard of Need = $976
+    # Monthly: $6,000/12 = $500
+    # Preliminary: $500 - $90 = $410
+    # $410 < $976 → passes test
+    pa_tanf_disregard_eligible: true

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/eligibility/pa_tanf_eligible.yaml

@@ -0,0 +1,65 @@
+- name: Case 1, all requirements met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    pa_tanf_income_eligible: true
+    pa_tanf_resources_eligible: true
+    state_code: PA
+  output:
+    pa_tanf_eligible: true
+
+- name: Case 2, demographic not met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: true
+    pa_tanf_income_eligible: true
+    pa_tanf_resources_eligible: true
+    state_code: PA
+  output:
+    pa_tanf_eligible: false
+
+- name: Case 3, citizenship not met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: false
+    pa_tanf_income_eligible: true
+    pa_tanf_resources_eligible: true
+    state_code: PA
+  output:
+    pa_tanf_eligible: false
+
+- name: Case 4, income not met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    pa_tanf_income_eligible: false
+    pa_tanf_resources_eligible: true
+    state_code: PA
+  output:
+    pa_tanf_eligible: false
+
+- name: Case 5, resource not met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    pa_tanf_income_eligible: true
+    pa_tanf_resources_eligible: false
+    state_code: PA
+  output:
+    pa_tanf_eligible: false
+
+- name: Case 6, no requirements met.
+  period: 2024-01
+  input:
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: false
+    pa_tanf_income_eligible: false
+    pa_tanf_resources_eligible: false
+    state_code: PA
+  output:
+    pa_tanf_eligible: false

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/eligibility/pa_tanf_income_eligible.yaml

@@ -0,0 +1,62 @@
+- name: Case 1, no income, eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 0
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: true
+
+- name: Case 2, income well below maximum, eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 100
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: true
+
+- name: Case 3, income just below maximum, eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 315
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: true
+
+- name: Case 4, income exactly at maximum, not eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 316
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: false
+
+- name: Case 5, income just above maximum, not eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 317
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: false
+
+- name: Case 6, income well above maximum, not eligible.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 1_000
+    pa_tanf_maximum_benefit: 316
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: false
+
+- name: Case 7, larger household, income below maximum.
+  period: 2024-01
+  input:
+    pa_tanf_countable_income: 800
+    pa_tanf_maximum_benefit: 836
+    state_code: PA
+  output:
+    pa_tanf_income_eligible: true

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/tanf/eligibility/pa_tanf_resources_eligible.yaml

@@ -0,0 +1,47 @@
+- name: Case 1, no assets.
+  period: 2024-01
+  input:
+    spm_unit_assets: 0
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: true
+
+- name: Case 2, assets well below limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 500
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: true
+
+- name: Case 3, assets just below limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 999
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: true
+
+- name: Case 4, assets exactly at limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 1_000
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: true
+
+- name: Case 5, assets just above limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 1_001
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: false
+
+- name: Case 6, assets well above limit.
+  period: 2024-01
+  input:
+    spm_unit_assets: 5_000
+    state_code: PA
+  output:
+    pa_tanf_resources_eligible: false