Apply the $10 minimum payment in Michigan FIP, Virginia TANF, South Carolina TANF and Maryland TCA

changelog.d/fix-9985-tanf-10-dollar-minimum.fixed.md

@@ -0,0 +1 @@
+Apply the $10 minimum payment in Michigan FIP (BEM 518 issuance deficit test), Virginia TANF (TANF Manual 502.1 A, with the payment rounded down to whole dollars), South Carolina TANF (S.C. Code Regs. 114-1140(A)(5)) and Maryland TCA (COMAR 07.03.03.13 E(2), with net countable income rounded down to whole dollars under E(1)).

policyengine_us/parameters/gov/states/md/tca/minimum_payment.yaml

@@ -0,0 +1,13 @@
+description: Maryland issues a Temporary Cash Assistance benefit only when the assistance unit is eligible for at least this amount.
+
+values:
+  # Dated to the start of the other COMAR 07.03.03.13 E parameters.
+  2016-01-01: 10
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Maryland TCA minimum payment
+  reference:
+    - title: COMAR 07.03.03.13.E(2) - Benefit Amount
+      href: https://dsd.maryland.gov/regulations/Pages/07.03.03.13.aspx

policyengine_us/parameters/gov/states/mi/mdhhs/fip/minimum_payment.yaml

@@ -0,0 +1,13 @@
+description: Michigan requires the Family Independence Program payment standard to exceed budgetable income by at least this amount in the issuance deficit test for financial need to exist.
+
+values:
+  # Dated to the start of the other BEM 518 income budgeting parameters.
+  2008-10-01: 10
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Michigan FIP minimum issuance deficit
+  reference:
+    - title: "Michigan DHHS BEM 518 - FIP/RCA/SDA Income Budgeting, Financial Need #page 2-4"
+      href: https://mdhhs-pres-prod.michigan.gov/olmweb/ex/BP/Public/BEM/518.pdf#page=2

policyengine_us/parameters/gov/states/sc/tanf/minimum_payment.yaml

@@ -0,0 +1,15 @@
+description: South Carolina makes no Temporary Assistance for Needy Families payment in a month when the benefit is less than this amount.
+
+values:
+  # Dated to the start of the other South Carolina TANF parameters.
+  1996-07-01: 10
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: South Carolina TANF minimum payment
+  reference:
+    - title: S.C. Code Regs. 114-1140(A)(5) - Financial Criteria
+      href: https://www.scstatehouse.gov/coderegs/Chapter%20114.pdf#page=210
+    - title: South Carolina TANF Policy Manual Volume 65, Section 8.16 I - Manual Benefit Calculation
+      href: https://dss.sc.gov/media/ojqddxsk/tanf-policy-manual-volume-65.pdf#page=133

policyengine_us/parameters/gov/states/va/dss/tanf/minimum_payment.yaml

@@ -0,0 +1,13 @@
+description: Virginia makes no Temporary Assistance for Needy Families payment when the budgetary deficiency is less than this amount.
+
+values:
+  # Section 502.1 page dated 7/20 (TANF Transmittal 68).
+  2020-07-01: 10
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Virginia TANF minimum payment
+  reference:
+    - title: Virginia TANF Manual, Section 502.1 A.2 - Minimum Payment
+      href: https://www.dss.virginia.gov/media/vdss/benefit-programs/documents/tanfview/tanf/Chapter-500---Authorization-and-Payment.pdf#page=3

policyengine_us/tests/policy/baseline/gov/states/md/tca/md_tca.yaml

@@ -72,3 +72,85 @@
         state_code: MD
   output:
     md_tca: 0
+
+- name: Case 5, a benefit under $10 is not issued.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+    spm_units:
+      spm_unit:
+        members: [person1]
+        md_tca_eligible: true
+        md_tca_maximum_benefit: 448
+        md_tca_countable_income: 443.2
+    households:
+      household:
+        state_code: MD
+  output:
+    # Net countable income $443.20 is rounded down to $443
+    # (COMAR 07.03.03.13 E(1)).
+    # Benefit = $448 - $443 = $5, under $10 (COMAR 07.03.03.13 E(2))
+    md_tca: 0
+
+- name: Case 6, a benefit of exactly $10 is issued.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+    spm_units:
+      spm_unit:
+        members: [person1]
+        md_tca_eligible: true
+        md_tca_maximum_benefit: 448
+        md_tca_countable_income: 438
+    households:
+      household:
+        state_code: MD
+  output:
+    # Benefit = $448 - $438 = $10
+    md_tca: 10
+
+- name: Case 7, net countable income is rounded down before it is deducted.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+    spm_units:
+      spm_unit:
+        members: [person1]
+        md_tca_eligible: true
+        md_tca_maximum_benefit: 448
+        md_tca_countable_income: 438.5
+    households:
+      household:
+        state_code: MD
+  output:
+    # Net countable income $438.50 is rounded down to $438
+    # (COMAR 07.03.03.13 E(1)).
+    # Benefit = $448 - $438 = $10, which is issued (E(2)). Without the
+    # rounding, $448 - $438.50 = $9.50 would not be issued.
+    md_tca: 10
+
+- name: Case 8, a benefit above the minimum uses the rounded-down income.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 30
+    spm_units:
+      spm_unit:
+        members: [person1]
+        md_tca_eligible: true
+        md_tca_maximum_benefit: 727
+        md_tca_countable_income: 200.75
+    households:
+      household:
+        state_code: MD
+  output:
+    # Net countable income $200.75 is rounded down to $200.
+    # Benefit = $727 - $200 = $527
+    md_tca: 527

policyengine_us/tests/policy/baseline/gov/states/mi/mdhhs/fip/eligibility/mi_fip_income_eligible.yaml

@@ -102,3 +102,54 @@
     state_code: CA
   output:
     mi_fip_income_eligible: false
+
+- name: Enrolled recipient with an issuance deficit under $10 is not eligible
+  period: 2025-01
+  input:
+    is_tanf_enrolled: true
+    state_code: MI
+    mi_fip_payment_standard: 583
+    mi_fip_countable_income_for_benefit: 575
+    mi_fip_countable_income_for_eligibility: 575
+  output:
+    # Issuance deficit = $583 - $575 = $8, under $10 (BEM 518)
+    mi_fip_income_eligible: false
+
+- name: Enrolled recipient with an issuance deficit of exactly $10 is eligible
+  period: 2025-01
+  input:
+    is_tanf_enrolled: true
+    state_code: MI
+    mi_fip_payment_standard: 583
+    mi_fip_countable_income_for_benefit: 573
+    mi_fip_countable_income_for_eligibility: 600
+  output:
+    # Issuance deficit = $583 - $573 = $10
+    # (the Qualifying Deficit Test does not apply to enrolled recipients)
+    mi_fip_income_eligible: true
+
+- name: Applicant passing the qualifying test with an issuance deficit under $10 is not eligible
+  period: 2025-01
+  input:
+    is_tanf_enrolled: false
+    state_code: MI
+    mi_fip_payment_standard: 583
+    mi_fip_countable_income_for_benefit: 575
+    mi_fip_countable_income_for_eligibility: 580
+  output:
+    # Qualifying deficit = $583 - $580 = $3 (passes)
+    # Issuance deficit = $583 - $575 = $8, under $10 (fails)
+    mi_fip_income_eligible: false
+
+- name: Applicant passing both deficit tests is eligible
+  period: 2025-01
+  input:
+    is_tanf_enrolled: false
+    state_code: MI
+    mi_fip_payment_standard: 583
+    mi_fip_countable_income_for_benefit: 500
+    mi_fip_countable_income_for_eligibility: 580
+  output:
+    # Qualifying deficit = $583 - $580 = $3 (passes)
+    # Issuance deficit = $583 - $500 = $83 (passes)
+    mi_fip_income_eligible: true

policyengine_us/tests/policy/baseline/gov/states/mi/mdhhs/fip/integration.yaml

@@ -524,3 +524,35 @@
     # Not in Michigan - not eligible for MI TANF
     mi_fip_eligible: false
     mi_fip: 0
+
+- name: Case 16, enrolled family with an issuance deficit under $10.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        employment_income_before_lsr: 16_272  # $1,356/month
+      person2:
+        age: 8
+      person3:
+        age: 5
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        is_tanf_enrolled: true
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: MI
+  output:
+    # Family of 3: Payment standard = $583
+    # Disregard = $200 + (50% × $1,156) = $778
+    # Countable income = $1,356 - $778 = $578
+    # Issuance deficit = $583 - $578 = $5, under $10 (BEM 518)
+    mi_fip_countable_income_for_benefit: 578
+    mi_fip_income_eligible: false
+    mi_fip_eligible: false
+    mi_fip: 0

policyengine_us/tests/policy/baseline/gov/states/sc/tanf/sc_tanf.yaml

@@ -36,3 +36,101 @@
     # need_standard = 1703.33 * 0.5 = 851.67
     # excess = 851.67 - 500 = 351.67
     # benefit = 351.67 * 0.4046 = 142.31
+
+- name: Case 4, a benefit under $10 is not paid.
+  absolute_error_margin: 0.01
+  period: 2025-01
+  input:
+    people:
+      parent:
+        age: 30
+      child:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+        sc_tanf_countable_income: 840
+        sc_tanf_eligible: true
+    households:
+      household:
+        members: [parent, child]
+        state_code: SC
+  output:
+    # Need standard for 2 (2025-01) = $1,703.33 * 0.5 = $851.67
+    # Benefit = ($851.67 - $840) * 0.4046 = $4.72, under $10
+    # (S.C. Code Regs. 114-1140(A)(5))
+    sc_tanf: 0
+
+- name: Case 5, a benefit of $10 or more is paid.
+  absolute_error_margin: 0.01
+  period: 2025-01
+  input:
+    people:
+      parent:
+        age: 30
+      child:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+        sc_tanf_countable_income: 820
+        sc_tanf_eligible: true
+    households:
+      household:
+        members: [parent, child]
+        state_code: SC
+  output:
+    # Need standard for 2 (2025-01) = $851.67
+    # Benefit = ($851.67 - $820) * 0.4046 = $12.81
+    # The rule rounds the need standard and benefit down
+    # (114-1140(A)(4)), which is not modeled:
+    # (851 - 820) * 0.4046 = 12.54, so $12.
+    sc_tanf: 12.81
+
+- name: Case 6, a benefit of $9.99 is not paid.
+  absolute_error_margin: 0.01
+  period: 2025-01
+  input:
+    people:
+      parent:
+        age: 30
+      child:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+        sc_tanf_countable_income: 826.98
+        sc_tanf_eligible: true
+    households:
+      household:
+        members: [parent, child]
+        state_code: SC
+  output:
+    # Need standard for 2 (2025-01) = $851.67
+    # Benefit = ($851.67 - $826.98) * 0.4046 = $9.99, under $10
+    sc_tanf: 0
+
+- name: Case 7, a benefit just over $10 is paid.
+  absolute_error_margin: 0.01
+  period: 2025-01
+  input:
+    people:
+      parent:
+        age: 30
+      child:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+        sc_tanf_countable_income: 826.2
+        sc_tanf_eligible: true
+    households:
+      household:
+        members: [parent, child]
+        state_code: SC
+  output:
+    # Need standard for 2 (2025-01) = $851.67
+    # Benefit = ($851.67 - $826.20) * 0.4046 = $10.30, at least $10
+    # With the 114-1140(A)(4) rounding, which is not modeled:
+    # (851 - 826.20) * 0.4046 = 10.03, so $10, which is also paid.
+    sc_tanf: 10.30

policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml

@@ -53,8 +53,8 @@
     # Income eligibility: $316.40 <= $1,017? YES (and gross $1,000 <= $1,017)
     va_tanf_income_eligibility: true
     #
-    # Benefit: $508 - $316.40 = $191.60
-    va_tanf: 191.6
+    # Benefit: $508 - $316.40 = $191.60, rounded down to $191
+    va_tanf: 191
 
 - name: Group II locality - Single parent family
   period: 2021-01
@@ -104,8 +104,8 @@
     # Income eligibility: $91.40 <= $663? YES
     va_tanf_income_eligibility: true
     #
-    # Benefit: $332 - $91.40 = $240.60
-    va_tanf: 240.6
+    # Benefit: $332 - $91.40 = $240.60, rounded down to $240
+    va_tanf: 240
 
 - name: TANF-UP scenario - Two able-bodied adults in Group III locality
   period: 2021-01
@@ -274,8 +274,8 @@
     #   Step 2: countable $133.07 <= grant $332? YES
     va_tanf_income_eligibility: true
     #
-    # Benefit: $332 - $133.07 = $198.93
-    va_tanf: 198.93
+    # Benefit: $332 - $133.07 = $198.93, rounded down to $198
+    va_tanf: 198
 
 - name: Family with earned and unearned income (child support)
   period: 2021-01
@@ -476,8 +476,8 @@
     # Income eligibility: $116.40 <= $836? YES
     va_tanf_income_eligibility: true
     #
-    # Benefit: $417 - $116.40 = $300.60
-    va_tanf: 300.6
+    # Benefit: $417 - $116.40 = $300.60, rounded down to $300
+    va_tanf: 300
 
 - name: Family with only unearned income (child support)
   period: 2021-01
@@ -682,8 +682,8 @@
     #   Step 2: countable $106.40 <= grant $316? YES
     va_tanf_income_eligibility: true
     #
-    # Benefit: $316 - $106.40 = $209.60
-    va_tanf: 209.6
+    # Benefit: $316 - $106.40 = $209.60, rounded down to $209
+    va_tanf: 209
 
 - name: Step 1 passes but Step 2 fails (high unearned income)
   period: 2021-01