From 0f61ecccfffe911f694b26f7157dfbec5384d9ef Mon Sep 17 00:00:00 2001 From: PavelMakarchuk Date: Fri, 16 Oct 2026 16:03:58 -0400 Subject: [PATCH 1/2] Pay Virginia TANF-UP units the TANF standards from July 2022 Virginia's TANF Manual has one schedule of standards of assistance for all units (Section 304, Appendix 2, dated 7/22) and no TANF-UP schedule; the Appropriation Act requires two-parent payments of at least the TANF amount. A new in_effect parameter ends the 2020 TANF-UP schedule and maximum on 2022-07-01 in va_tanf and va_tanf_income_eligibility. Co-Authored-By: Claude Opus 5.5 --- .../fix-9987-va-tanf-up-standards.fixed.md | 1 + .../payment/up_grant_standard/in_effect.yaml | 22 ++++ .../va_tanf_income_eligibility.yaml | 47 ++++++-- .../gov/states/va/dss/tanf/integration.yaml | 45 ++++++++ .../gov/states/va/dss/tanf/va_tanf.yaml | 100 ++++++++++++++---- .../eligibility/va_tanf_income_eligibility.py | 7 +- .../gov/states/va/dss/tanf/va_tanf.py | 8 +- 7 files changed, 198 insertions(+), 32 deletions(-) create mode 100644 changelog.d/fix-9987-va-tanf-up-standards.fixed.md create mode 100644 policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml diff --git a/changelog.d/fix-9987-va-tanf-up-standards.fixed.md b/changelog.d/fix-9987-va-tanf-up-standards.fixed.md new file mode 100644 index 00000000000..7d74fb35abf --- /dev/null +++ b/changelog.d/fix-9987-va-tanf-up-standards.fixed.md @@ -0,0 +1 @@ +Pay Virginia TANF-UP (two-parent) units the TANF standards of assistance and maximum payment from July 2022, when Virginia's TANF Manual has one schedule of standards for all units, instead of the July 2020 TANF-UP schedule. diff --git a/policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml b/policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml new file mode 100644 index 00000000000..85de539eddf --- /dev/null +++ b/policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml @@ -0,0 +1,22 @@ +description: Virginia pays two-parent families the separate Unemployed Parent standards of assistance, instead of the regular standards, under the Temporary Assistance for Needy Families program when this is true. + +metadata: + unit: bool + period: month + label: Virginia TANF-UP separate standards of assistance in effect + reference: + - title: Virginia TANF Manual (11/20), Section 304, Appendix 3 - Standards of Assistance - TANF-UP (7/20) + href: https://web.archive.org/web/20210719231146/https://www.dss.virginia.gov/files/division/bp/tanf/manual/300_11-20.pdf#page=27 + - title: Virginia TANF Manual (7/24), Section 304.1 - Standards of Assistance + href: https://www.dss.virginia.gov/media/vdss/benefit-programs/documents/tanfview/tanf/Chapter-300---Need-and-Amount-of-Assistance.pdf#page=19 + - title: Virginia TANF Manual (7/24), Section 304, Appendix 2 - Standards of Assistance (7/22) + href: https://www.dss.virginia.gov/media/vdss/benefit-programs/documents/tanfview/tanf/Chapter-300---Need-and-Amount-of-Assistance.pdf#page=29 + - title: 2024 Appropriation Act (HB 6001, Chapter 2), Item 325 C + href: https://budget.lis.virginia.gov/item/2024/2/HB6001/Chapter/1/325/ + +values: + # The 11/20 manual has a separate TANF-UP schedule (Appendix 3, dated 7/20). + # The current manual has one schedule for all units (Appendix 2, dated 7/22) + # and no TANF-UP schedule. + 2020-07-01: true + 2022-07-01: false diff --git a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.yaml b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.yaml index 3700a47ad72..6c023a78a9b 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.yaml @@ -58,8 +58,8 @@ # Step 2: 7,000 <= 6,000? NO (fails step 2) va_tanf_income_eligibility: false -- name: Case 5, UP eligible uses UP grant standard. - period: 2023 +- name: Case 5, UP eligible uses UP grant standard before July 2022. + period: 2021 input: state_code: VA va_tanf_gross_income: 8_000 @@ -73,8 +73,8 @@ # Step 2 (UP): 4,500 <= 5,000? YES va_tanf_income_eligibility: true -- name: Case 6, UP eligible but countable exceeds UP grant - not eligible. - period: 2023 +- name: Case 6, UP eligible but countable exceeds UP grant before July 2022 - not eligible. + period: 2021 input: state_code: VA va_tanf_gross_income: 8_000 @@ -142,8 +142,8 @@ # Step 2: 6,001 <= 6,000? NO (just above boundary) va_tanf_income_eligibility: false -- name: Case 11, UP eligible with countable exactly at UP grant standard. - period: 2023 +- name: Case 11, UP eligible with countable exactly at UP grant standard before July 2022. + period: 2021 input: state_code: VA va_tanf_gross_income: 8_000 @@ -157,8 +157,8 @@ # Step 2 (UP): 5,000 <= 5,000? YES (at boundary) va_tanf_income_eligibility: true -- name: Case 12, UP eligible with countable $1 above UP grant standard. - period: 2023 +- name: Case 12, UP eligible with countable $1 above UP grant standard before July 2022. + period: 2021 input: state_code: VA va_tanf_gross_income: 8_000 @@ -171,3 +171,34 @@ # Step 1: 8,000 <= 12,000? YES # Step 2 (UP): 5,001 <= 5,000? NO (just above boundary) va_tanf_income_eligibility: false + +- name: Case 13, from July 2022 UP eligible units use the TANF grant standard. + # Virginia's manual has one schedule of standards for all units from July 2022. + period: 2023 + input: + state_code: VA + va_tanf_gross_income: 8_000 + va_tanf_need_standard: 12_000 + va_tanf_countable_income: 5_500 + va_up_tanf_eligibility: true + va_tanf_grant_standard: 6_000 + va_tanf_up_grant_standard: 5_000 + output: + # Step 1: 8,000 <= 12,000? YES + # Step 2 (TANF standard): 5,500 <= 6,000? YES + va_tanf_income_eligibility: true + +- name: Case 14, from July 2022 UP eligible units above the TANF grant standard are not eligible. + period: 2023 + input: + state_code: VA + va_tanf_gross_income: 8_000 + va_tanf_need_standard: 12_000 + va_tanf_countable_income: 6_001 + va_up_tanf_eligibility: true + va_tanf_grant_standard: 6_000 + va_tanf_up_grant_standard: 7_000 + output: + # Step 1: 8,000 <= 12,000? YES + # Step 2 (TANF standard): 6,001 <= 6,000? NO + va_tanf_income_eligibility: false diff --git a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml index fb12851ef99..6be02675d78 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml @@ -727,3 +727,48 @@ # # Not eligible va_tanf: 0 + +- name: TANF-UP family of eight in Group II in 2025 gets the TANF maximum + period: 2025-01 + input: + people: + person1: + age: 35 + is_disabled: false + person2: + age: 33 + is_disabled: false + person3: + age: 12 + person4: + age: 10 + person5: + age: 9 + person6: + age: 7 + person7: + age: 5 + person8: + age: 3 + spm_units: + spm_unit: + members: [person1, person2, person3, person4, person5, person6, person7, person8] + tax_units: + tax_unit: + members: [person1, person2, person3, person4, person5, person6, person7, person8] + households: + household: + members: [person1, person2, person3, person4, person5, person6, person7, person8] + state_code: VA + county_str: PITTSYLVANIA_COUNTY_VA + output: + # Both parents are able-bodied, so the unit is a TANF-UP unit. + va_up_tanf_eligibility: true + # No income. + va_tanf_countable_income: 0 + va_tanf_income_eligibility: true + # TANF standard (Group II, size 8): $822 * 1.155 = $949.41 + # From July 2022 the TANF standard and the TANF maximum apply: + # min($949.41, ceil($625 * 1.155) = $722) = $722 + # (the TANF-UP maximum would be ceil($544 * 1.155) = $629) + va_tanf: 722 diff --git a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/va_tanf.yaml b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/va_tanf.yaml index 21d4de90b7d..329a549fe49 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/va_tanf.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/va_tanf.yaml @@ -23,18 +23,19 @@ # Grant standard $2,100 - countable income $2,000 = $100 payment va_tanf: 100 -- name: If up tanf eligible, small payment is still paid. - period: 2023 +- name: If up tanf eligible before July 2022, the UP grant standard applies. + period: 2021 input: va_tanf_eligibility: true va_up_tanf_eligibility: true va_tanf_grant_standard: 0 - va_tanf_up_grant_standard: 2_100 - va_tanf_countable_income: 2_000 + va_tanf_up_grant_standard: 2_400 + va_tanf_countable_income: 1_200 county_str: ARLINGTON_COUNTY_VA output: - # UP grant standard $2,100 - countable income $2,000 = $100 payment - va_tanf: 100 + # UP grant standard $2,400 - countable income $1,200 = $1,200 payment + # ($200 - $100 = $100 a month, below the monthly maximum) + va_tanf: 1_200 - name: If tanf eligible, payment less than maximum payment, they get the difference. period: 2023 @@ -106,37 +107,37 @@ # Payment 15000 capped at Group II max: 12*722 = 8_664 va_tanf: 8_664 -# Group III TANF-UP: ceil(648*1.155)=749 -# Annual max = 12*749 = 8_988 +# TANF-UP maximums apply only before July 2022, while Virginia had +# separate TANF-UP standards. January 2022 multiplier: 1.1 +# Group III TANF-UP: ceil(648*1.1) = ceil(712.8) = 713 -- name: Group III TANF-UP capped at scaled max payment. - period: 2023 +- name: Group III TANF-UP capped at scaled max payment before July 2022. + period: 2022-01 input: va_tanf_eligibility: true va_up_tanf_eligibility: true va_tanf_grant_standard: 0 - va_tanf_up_grant_standard: 15_000 + va_tanf_up_grant_standard: 1_500 va_tanf_countable_income: 0 county_str: ARLINGTON_COUNTY_VA output: - # Payment 15000 capped at Group III UP max: 12*749 = 8_988 - va_tanf: 8_988 + # Payment 1,500 capped at Group III UP max: 713 + va_tanf: 713 -# Group II TANF-UP: ceil(544*1.155)=629 -# Annual max = 12*629 = 7_548 +# Group II TANF-UP: ceil(544*1.1) = ceil(598.4) = 599 -- name: Group II TANF-UP capped at scaled max payment. - period: 2023 +- name: Group II TANF-UP capped at scaled max payment before July 2022. + period: 2022-01 input: va_tanf_eligibility: true va_up_tanf_eligibility: true va_tanf_grant_standard: 0 - va_tanf_up_grant_standard: 15_000 + va_tanf_up_grant_standard: 1_500 va_tanf_countable_income: 0 county_str: PITTSYLVANIA_COUNTY_VA output: - # Payment 15000 capped at Group II UP max: 12*629 = 7_548 - va_tanf: 7_548 + # Payment 1,500 capped at Group II UP max: 599 + va_tanf: 599 - name: Payment below cap is not reduced. period: 2023 @@ -151,3 +152,62 @@ # Payment = 9600 - 1200 = 8400, Group III monthly max = 861 # Monthly payment = 700, which is below the cap va_tanf: 8_400 + +# From July 2022 Virginia has one schedule of standards (TANF Manual Section +# 304, Appendix 2) for all units, so TANF-UP units get the TANF standard and +# the TANF maximum. January 2025 multiplier: 1.155 + +- name: From July 2022, a TANF-UP unit gets the TANF grant standard. + period: 2025-01 + input: + va_tanf_eligibility: true + va_up_tanf_eligibility: true + va_tanf_grant_standard: 500 + va_tanf_up_grant_standard: 400 + va_tanf_countable_income: 100 + county_str: ARLINGTON_COUNTY_VA + output: + # TANF grant standard $500 - countable income $100 = $400 + # (the TANF-UP standard would give $400 - $100 = $300) + va_tanf: 400 + +- name: From July 2022, a Group III TANF-UP unit is capped at the TANF maximum. + period: 2025-01 + input: + va_tanf_eligibility: true + va_up_tanf_eligibility: true + va_tanf_grant_standard: 1_500 + va_tanf_up_grant_standard: 1_500 + va_tanf_countable_income: 0 + county_str: ARLINGTON_COUNTY_VA + output: + # Group III TANF maximum: ceil(745*1.155) = ceil(860.475) = 861 + # (the TANF-UP maximum would be ceil(648*1.155) = 749) + va_tanf: 861 + +- name: From July 2022, a Group II TANF-UP unit is capped at the TANF maximum. + period: 2025-01 + input: + va_tanf_eligibility: true + va_up_tanf_eligibility: true + va_tanf_grant_standard: 1_500 + va_tanf_up_grant_standard: 1_500 + va_tanf_countable_income: 0 + county_str: PITTSYLVANIA_COUNTY_VA + output: + # Group II TANF maximum: ceil(625*1.155) = ceil(721.875) = 722 + # (the TANF-UP maximum would be ceil(544*1.155) = 629) + va_tanf: 722 + +- name: From July 2022, a single-parent unit is unaffected. + period: 2025-01 + input: + va_tanf_eligibility: true + va_up_tanf_eligibility: false + va_tanf_grant_standard: 500 + va_tanf_up_grant_standard: 400 + va_tanf_countable_income: 100 + county_str: ARLINGTON_COUNTY_VA + output: + # TANF grant standard $500 - countable income $100 = $400 + va_tanf: 400 diff --git a/policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py b/policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py index a0d5f740104..4f093e92139 100644 --- a/policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py +++ b/policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py @@ -18,11 +18,14 @@ def formula(spm_unit, period, parameters): # Step 2: Countable income (after all deductions) <= Grant Standard countable_income = spm_unit("va_tanf_countable_income", period) - # Use appropriate grant standard based on UP eligibility + # Use the TANF-UP standard for two-parent units while Virginia has + # separate TANF-UP standards; otherwise the TANF standard applies. + p_up = parameters(period).gov.states.va.dss.tanf.payment.up_grant_standard up_eligible = spm_unit("va_up_tanf_eligibility", period) + uses_up_standards = up_eligible & p_up.in_effect grant_standard = spm_unit("va_tanf_grant_standard", period) up_grant_standard = spm_unit("va_tanf_up_grant_standard", period) - applicable_grant = where(up_eligible, up_grant_standard, grant_standard) + applicable_grant = where(uses_up_standards, up_grant_standard, grant_standard) step2_pass = countable_income <= applicable_grant return step1_pass & step2_pass diff --git a/policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py b/policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py index dd1c87411a4..ab7f8a98c2d 100644 --- a/policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py +++ b/policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py @@ -12,10 +12,14 @@ class va_tanf(Variable): def formula(spm_unit, period, parameters): # the calculated payment + # Two-parent (TANF-UP) units get the separate TANF-UP standards only + # while Virginia has them; otherwise the TANF standards apply. + p_up = parameters(period).gov.states.va.dss.tanf.payment.up_grant_standard up_tanf_eligibility = spm_unit("va_up_tanf_eligibility", period) + uses_up_standards = up_tanf_eligibility & p_up.in_effect grant_standard = spm_unit("va_tanf_grant_standard", period) up_grant_standard = spm_unit("va_tanf_up_grant_standard", period) - grant = where(up_tanf_eligibility, up_grant_standard, grant_standard) + grant = where(uses_up_standards, up_grant_standard, grant_standard) countable_income = spm_unit("va_tanf_countable_income", period) payment = max_(grant - countable_income, 0) @@ -36,7 +40,7 @@ def formula(spm_unit, period, parameters): p_payment.grant_standard.group2.max, ) base_max = where( - up_tanf_eligibility, + uses_up_standards, up_tanf_base_max, tanf_base_max, ) From 9bb2dc4f7f3c28b3abfbf943d4f5bdfe4aecdb58 Mon Sep 17 00:00:00 2001 From: PavelMakarchuk Date: Mon, 26 Oct 2026 10:22:52 -0400 Subject: [PATCH 2/2] Give Virginia TANF-UP units the TANF standards in every year - Set up_grant_standard.in_effect false in every year. Transmittal 68 (July 1, 2020) added the separate TANF-UP schedule (Section 304, Appendix 3) and Transmittal 71 (July 1, 2021) removed it. In that year it paid less than the TANF schedule, below the Appropriation Act's floor (2020 Item 350 C): the two-parent payment "shall not be less than what they would have received under TANF". - Record the July 2020 - June 2021 agency schedule as source-conflict backlog item us-va:tanf-up-standards-below-tanf (follows: statute). - Tests: 2021 and January 2022 TANF-UP cases now expect the TANF standard and maximum ($820 / $688, the 7/21 Appendix 2 maximums); the January 2021 integration cases expect the 7/20 Appendix 2 standards ($589, $417); new cases before July 2020; the 2025 family of eight is in Group III ($861, the 7/22 Appendix 2 maximum). - Cite the transmittals and the 2020 Act; use the "if this is true" description form. Co-Authored-By: Claude Opus 5.5 --- .../fix-9987-va-tanf-up-standards.fixed.md | 2 +- .../payment/up_grant_standard/in_effect.yaml | 29 ++++--- .../va_tanf_income_eligibility.yaml | 41 +++++----- .../gov/states/va/dss/tanf/integration.yaml | 43 ++++++---- .../gov/states/va/dss/tanf/va_tanf.yaml | 81 ++++++++++--------- .../eligibility/va_tanf_income_eligibility.py | 4 +- .../gov/states/va/dss/tanf/va_tanf.py | 4 +- source_conflicts/candidates.yaml | 34 ++++++++ 8 files changed, 146 insertions(+), 92 deletions(-) diff --git a/changelog.d/fix-9987-va-tanf-up-standards.fixed.md b/changelog.d/fix-9987-va-tanf-up-standards.fixed.md index 7d74fb35abf..64bb1787229 100644 --- a/changelog.d/fix-9987-va-tanf-up-standards.fixed.md +++ b/changelog.d/fix-9987-va-tanf-up-standards.fixed.md @@ -1 +1 @@ -Pay Virginia TANF-UP (two-parent) units the TANF standards of assistance and maximum payment from July 2022, when Virginia's TANF Manual has one schedule of standards for all units, instead of the July 2020 TANF-UP schedule. +Pay Virginia TANF-UP (two-parent) units the TANF standards of assistance and maximum payment in every year, as the Appropriation Act's floor for two-parent families requires, instead of the July 2020 TANF-UP schedule. diff --git a/policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml b/policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml index 85de539eddf..907596397bf 100644 --- a/policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml +++ b/policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml @@ -1,22 +1,27 @@ -description: Virginia pays two-parent families the separate Unemployed Parent standards of assistance, instead of the regular standards, under the Temporary Assistance for Needy Families program when this is true. +description: Virginia pays two-parent families the separate Unemployed Parent standards of assistance, instead of the regular standards, under the Temporary Assistance for Needy Families program if this is true. metadata: unit: bool period: month label: Virginia TANF-UP separate standards of assistance in effect reference: - - title: Virginia TANF Manual (11/20), Section 304, Appendix 3 - Standards of Assistance - TANF-UP (7/20) - href: https://web.archive.org/web/20210719231146/https://www.dss.virginia.gov/files/division/bp/tanf/manual/300_11-20.pdf#page=27 - - title: Virginia TANF Manual (7/24), Section 304.1 - Standards of Assistance - href: https://www.dss.virginia.gov/media/vdss/benefit-programs/documents/tanfview/tanf/Chapter-300---Need-and-Amount-of-Assistance.pdf#page=19 - - title: Virginia TANF Manual (7/24), Section 304, Appendix 2 - Standards of Assistance (7/22) - href: https://www.dss.virginia.gov/media/vdss/benefit-programs/documents/tanfview/tanf/Chapter-300---Need-and-Amount-of-Assistance.pdf#page=29 + - title: 2020 Appropriation Act (HB 30, Chapter 1289), Item 350 C + href: https://budget.lis.virginia.gov/item/2020/1/HB30/Chapter/1/350/ - title: 2024 Appropriation Act (HB 6001, Chapter 2), Item 325 C href: https://budget.lis.virginia.gov/item/2024/2/HB6001/Chapter/1/325/ + - title: Virginia TANF Manual Transmittal 68 (July 1, 2020), Section 304, Appendix 3 added + href: https://web.archive.org/web/20210202151340/https://www.dss.virginia.gov/files/division/bp/tanf/manual/Transmittal_68.pdf#page=6 + - title: Virginia TANF Manual Transmittal 71 (July 1, 2021), Section 304, Appendix 3 removed, page 3-4 + href: https://web.archive.org/web/20210720071052/https://www.dss.virginia.gov/files/division/bp/tanf/manual/Transmittal_71.pdf#page=3 + - title: Virginia TANF Manual (7/24), Section 304.1 - Standards of Assistance + href: https://www.dss.virginia.gov/media/vdss/benefit-programs/documents/tanfview/tanf/Chapter-300---Need-and-Amount-of-Assistance.pdf#page=19 values: - # The 11/20 manual has a separate TANF-UP schedule (Appendix 3, dated 7/20). - # The current manual has one schedule for all units (Appendix 2, dated 7/22) - # and no TANF-UP schedule. - 2020-07-01: true - 2022-07-01: false + # The Appropriation Act (Item 350 C in 2020, Item 325 C in 2024) requires + # that the basic benefit payment for two-parent families "shall not be less + # than what they would have received under TANF". The separate TANF-UP + # schedule (Section 304, Appendix 3) existed only from July 2020 to June 2021 + # (added by Transmittal 68, removed by Transmittal 71), and it was below the + # TANF schedule. Two-parent units therefore get the TANF standards in every + # year. + 1996-01-01: false diff --git a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.yaml b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.yaml index 6c023a78a9b..0e0b39c0dfe 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.yaml @@ -1,7 +1,8 @@ # VA TANF Income Eligibility Tests # Two-step test: # Step 1: va_tanf_gross_income <= need_standard -# Step 2: countable_income <= grant_standard (or up_grant_standard if UP eligible) +# Step 2: countable_income <= grant_standard (also for UP eligible units, +# unless the separate TANF-UP standards are in effect) - name: Case 1, no income is eligible. period: 2023 @@ -58,34 +59,35 @@ # Step 2: 7,000 <= 6,000? NO (fails step 2) va_tanf_income_eligibility: false -- name: Case 5, UP eligible uses UP grant standard before July 2022. +- name: Case 5, in 2021 UP eligible units use the TANF grant standard. period: 2021 input: state_code: VA va_tanf_gross_income: 8_000 va_tanf_need_standard: 12_000 - va_tanf_countable_income: 4_500 + va_tanf_countable_income: 5_500 va_up_tanf_eligibility: true va_tanf_grant_standard: 6_000 va_tanf_up_grant_standard: 5_000 output: # Step 1: 8,000 <= 12,000? YES - # Step 2 (UP): 4,500 <= 5,000? YES + # Step 2 (TANF standard): 5,500 <= 6,000? YES + # (5,500 is above the TANF-UP standard of 5,000) va_tanf_income_eligibility: true -- name: Case 6, UP eligible but countable exceeds UP grant before July 2022 - not eligible. +- name: Case 6, in 2021 UP eligible units above the TANF grant standard are not eligible. period: 2021 input: state_code: VA va_tanf_gross_income: 8_000 va_tanf_need_standard: 12_000 - va_tanf_countable_income: 5_500 + va_tanf_countable_income: 6_500 va_up_tanf_eligibility: true va_tanf_grant_standard: 6_000 - va_tanf_up_grant_standard: 5_000 + va_tanf_up_grant_standard: 7_000 output: # Step 1: 8,000 <= 12,000? YES - # Step 2 (UP): 5,500 <= 5,000? NO (fails step 2) + # Step 2 (TANF standard): 6,500 <= 6,000? NO (fails step 2) va_tanf_income_eligibility: false - name: Case 7, only calculate for VA. @@ -142,38 +144,37 @@ # Step 2: 6,001 <= 6,000? NO (just above boundary) va_tanf_income_eligibility: false -- name: Case 11, UP eligible with countable exactly at UP grant standard before July 2022. - period: 2021 +- name: Case 11, before July 2020 UP eligible units with countable at the TANF grant standard are eligible. + period: 2019 input: state_code: VA va_tanf_gross_income: 8_000 va_tanf_need_standard: 12_000 - va_tanf_countable_income: 5_000 + va_tanf_countable_income: 6_000 va_up_tanf_eligibility: true va_tanf_grant_standard: 6_000 va_tanf_up_grant_standard: 5_000 output: # Step 1: 8,000 <= 12,000? YES - # Step 2 (UP): 5,000 <= 5,000? YES (at boundary) + # Step 2 (TANF standard): 6,000 <= 6,000? YES (at boundary) va_tanf_income_eligibility: true -- name: Case 12, UP eligible with countable $1 above UP grant standard before July 2022. - period: 2021 +- name: Case 12, before July 2020 UP eligible units $1 above the TANF grant standard are not eligible. + period: 2019 input: state_code: VA va_tanf_gross_income: 8_000 va_tanf_need_standard: 12_000 - va_tanf_countable_income: 5_001 + va_tanf_countable_income: 6_001 va_up_tanf_eligibility: true va_tanf_grant_standard: 6_000 - va_tanf_up_grant_standard: 5_000 + va_tanf_up_grant_standard: 7_000 output: # Step 1: 8,000 <= 12,000? YES - # Step 2 (UP): 5,001 <= 5,000? NO (just above boundary) + # Step 2 (TANF standard): 6,001 <= 6,000? NO (just above boundary) va_tanf_income_eligibility: false -- name: Case 13, from July 2022 UP eligible units use the TANF grant standard. - # Virginia's manual has one schedule of standards for all units from July 2022. +- name: Case 13, in 2023 UP eligible units use the TANF grant standard. period: 2023 input: state_code: VA @@ -188,7 +189,7 @@ # Step 2 (TANF standard): 5,500 <= 6,000? YES va_tanf_income_eligibility: true -- name: Case 14, from July 2022 UP eligible units above the TANF grant standard are not eligible. +- name: Case 14, in 2023 UP eligible units above the TANF grant standard are not eligible. period: 2023 input: state_code: VA diff --git a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml index 6be02675d78..6ebabd806f8 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/integration.yaml @@ -144,7 +144,13 @@ # Need standard (Group III, size 4): $1,178/month va_tanf_need_standard: 1_178 # - # UP Grant standard (Group III, size 4): $513/month + # TANF grant standard (Group III, size 4): $589/month, the 7/20 + # Section 304, Appendix 2 (Transmittal 68) standard + va_tanf_grant_standard: 589 + # + # Separate UP grant standard (Group III, size 4, Appendix 3): $513/month, + # not used: the Appropriation Act's floor gives two-parent units the TANF + # standard va_tanf_up_grant_standard: 513 # # No earned income @@ -159,10 +165,10 @@ # Income eligibility: $0 <= $1,178? YES va_tanf_income_eligibility: true # - # Benefit (TANF-UP): $513 - $0 = $513 - # Maximum UP (Group III): $648/month - # $513 >= $10 and <= $648, so benefit = $513 - va_tanf: 513 + # Benefit: $589 - $0 = $589 + # Maximum (Group III): $745/month + # $589 >= $10 and <= $745, so benefit = $589 + va_tanf: 589 - name: Income exceeds need standard - Not eligible absolute_error_margin: 0.01 @@ -616,7 +622,13 @@ # Need standard (Group II, size 3): $836/month va_tanf_need_standard: 836 # - # UP Grant standard (Group II, size 3): $363/month + # TANF grant standard (Group II, size 3): $417/month, the 7/20 + # Section 304, Appendix 2 (Transmittal 68) standard + va_tanf_grant_standard: 417 + # + # Separate UP grant standard (Group II, size 3, Appendix 3): $363/month, + # not used: the Appropriation Act's floor gives two-parent units the TANF + # standard va_tanf_up_grant_standard: 363 # # No income @@ -625,8 +637,8 @@ # Income eligibility: $0 <= $836? YES va_tanf_income_eligibility: true # - # Benefit (TANF-UP): $363 - $0 = $363 - va_tanf: 363 + # Benefit: $417 - $0 = $417 (Group II maximum $625) + va_tanf: 417 - name: Single person household (pregnant woman) period: 2021-01 @@ -728,7 +740,7 @@ # Not eligible va_tanf: 0 -- name: TANF-UP family of eight in Group II in 2025 gets the TANF maximum +- name: TANF-UP family of eight in Group III in 2025 gets the TANF maximum period: 2025-01 input: people: @@ -760,15 +772,16 @@ household: members: [person1, person2, person3, person4, person5, person6, person7, person8] state_code: VA - county_str: PITTSYLVANIA_COUNTY_VA + county_str: ARLINGTON_COUNTY_VA output: # Both parents are able-bodied, so the unit is a TANF-UP unit. va_up_tanf_eligibility: true # No income. va_tanf_countable_income: 0 va_tanf_income_eligibility: true - # TANF standard (Group II, size 8): $822 * 1.155 = $949.41 - # From July 2022 the TANF standard and the TANF maximum apply: - # min($949.41, ceil($625 * 1.155) = $722) = $722 - # (the TANF-UP maximum would be ceil($544 * 1.155) = $629) - va_tanf: 722 + # TANF standard (Group III, size 8): $933 * 1.155 = $1,077.615 + # The TANF standard and the TANF maximum apply: + # min($1,077.615, ceil($745 * 1.155) = $861) = $861 + # 7/22 Section 304, Appendix 2 (Transmittal 74): min($1,079, $861) = $861 + # (the TANF-UP maximum would be ceil($648 * 1.155) = $749) + va_tanf: 861 diff --git a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/va_tanf.yaml b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/va_tanf.yaml index 329a549fe49..842f02bd86f 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/va_tanf.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/va/dss/tanf/va_tanf.yaml @@ -23,20 +23,35 @@ # Grant standard $2,100 - countable income $2,000 = $100 payment va_tanf: 100 -- name: If up tanf eligible before July 2022, the UP grant standard applies. +- name: In 2021 a TANF-UP unit gets the TANF grant standard. period: 2021 input: va_tanf_eligibility: true va_up_tanf_eligibility: true - va_tanf_grant_standard: 0 - va_tanf_up_grant_standard: 2_400 + va_tanf_grant_standard: 2_400 + va_tanf_up_grant_standard: 1_800 va_tanf_countable_income: 1_200 county_str: ARLINGTON_COUNTY_VA output: - # UP grant standard $2,400 - countable income $1,200 = $1,200 payment - # ($200 - $100 = $100 a month, below the monthly maximum) + # TANF grant standard $2,400 - countable income $1,200 = $1,200 payment + # ($200 - $100 = $100 a month, below the monthly maximum). The TANF-UP + # standard would give $1,800 - $1,200 = $600. va_tanf: 1_200 +- name: Before July 2020 a TANF-UP unit gets the TANF grant standard. + period: 2020-01 + input: + va_tanf_eligibility: true + va_up_tanf_eligibility: true + va_tanf_grant_standard: 400 + va_tanf_up_grant_standard: 300 + va_tanf_countable_income: 100 + county_str: PITTSYLVANIA_COUNTY_VA + output: + # TANF grant standard $400 - countable income $100 = $300, below the + # Group II maximum. The TANF-UP standard would give $300 - $100 = $200. + va_tanf: 300 + - name: If tanf eligible, payment less than maximum payment, they get the difference. period: 2023 input: @@ -107,37 +122,37 @@ # Payment 15000 capped at Group II max: 12*722 = 8_664 va_tanf: 8_664 -# TANF-UP maximums apply only before July 2022, while Virginia had -# separate TANF-UP standards. January 2022 multiplier: 1.1 -# Group III TANF-UP: ceil(648*1.1) = ceil(712.8) = 713 +# TANF-UP units are capped at the TANF maximum. The 7/21 Section 304, +# Appendix 2 (Transmittal 71) maximum reimbursable payment is $820 in +# Group III and $688 in Group II. -- name: Group III TANF-UP capped at scaled max payment before July 2022. +- name: In January 2022 a Group III TANF-UP unit is capped at the TANF maximum. period: 2022-01 input: va_tanf_eligibility: true va_up_tanf_eligibility: true - va_tanf_grant_standard: 0 + va_tanf_grant_standard: 1_500 va_tanf_up_grant_standard: 1_500 va_tanf_countable_income: 0 county_str: ARLINGTON_COUNTY_VA output: - # Payment 1,500 capped at Group III UP max: 713 - va_tanf: 713 + # ceil(745 * 1.1) = ceil(819.5) = 820 + # (the TANF-UP maximum would be ceil(648 * 1.1) = 713) + va_tanf: 820 -# Group II TANF-UP: ceil(544*1.1) = ceil(598.4) = 599 - -- name: Group II TANF-UP capped at scaled max payment before July 2022. +- name: In January 2022 a Group II TANF-UP unit is capped at the TANF maximum. period: 2022-01 input: va_tanf_eligibility: true va_up_tanf_eligibility: true - va_tanf_grant_standard: 0 + va_tanf_grant_standard: 1_500 va_tanf_up_grant_standard: 1_500 va_tanf_countable_income: 0 county_str: PITTSYLVANIA_COUNTY_VA output: - # Payment 1,500 capped at Group II UP max: 599 - va_tanf: 599 + # ceil(625 * 1.1) = ceil(687.5) = 688 + # (the TANF-UP maximum would be ceil(544 * 1.1) = 599) + va_tanf: 688 - name: Payment below cap is not reduced. period: 2023 @@ -153,11 +168,10 @@ # Monthly payment = 700, which is below the cap va_tanf: 8_400 -# From July 2022 Virginia has one schedule of standards (TANF Manual Section -# 304, Appendix 2) for all units, so TANF-UP units get the TANF standard and -# the TANF maximum. January 2025 multiplier: 1.155 +# Since July 2021 Virginia has one schedule of standards (TANF Manual +# Section 304, Appendix 2) for all units. January 2025 multiplier: 1.155 -- name: From July 2022, a TANF-UP unit gets the TANF grant standard. +- name: In January 2025 a TANF-UP unit gets the TANF grant standard. period: 2025-01 input: va_tanf_eligibility: true @@ -171,7 +185,7 @@ # (the TANF-UP standard would give $400 - $100 = $300) va_tanf: 400 -- name: From July 2022, a Group III TANF-UP unit is capped at the TANF maximum. +- name: In January 2025 a Group III TANF-UP unit is capped at the TANF maximum. period: 2025-01 input: va_tanf_eligibility: true @@ -181,25 +195,12 @@ va_tanf_countable_income: 0 county_str: ARLINGTON_COUNTY_VA output: - # Group III TANF maximum: ceil(745*1.155) = ceil(860.475) = 861 - # (the TANF-UP maximum would be ceil(648*1.155) = 749) + # Group III TANF maximum: ceil(745 * 1.155) = ceil(860.475) = 861, the + # 7/22 Section 304, Appendix 2 (Transmittal 74) maximum of $861 + # (the TANF-UP maximum would be ceil(648 * 1.155) = 749) va_tanf: 861 -- name: From July 2022, a Group II TANF-UP unit is capped at the TANF maximum. - period: 2025-01 - input: - va_tanf_eligibility: true - va_up_tanf_eligibility: true - va_tanf_grant_standard: 1_500 - va_tanf_up_grant_standard: 1_500 - va_tanf_countable_income: 0 - county_str: PITTSYLVANIA_COUNTY_VA - output: - # Group II TANF maximum: ceil(625*1.155) = ceil(721.875) = 722 - # (the TANF-UP maximum would be ceil(544*1.155) = 629) - va_tanf: 722 - -- name: From July 2022, a single-parent unit is unaffected. +- name: In January 2025 a single-parent unit is unaffected. period: 2025-01 input: va_tanf_eligibility: true diff --git a/policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py b/policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py index 4f093e92139..641cb91236b 100644 --- a/policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py +++ b/policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py @@ -18,8 +18,8 @@ def formula(spm_unit, period, parameters): # Step 2: Countable income (after all deductions) <= Grant Standard countable_income = spm_unit("va_tanf_countable_income", period) - # Use the TANF-UP standard for two-parent units while Virginia has - # separate TANF-UP standards; otherwise the TANF standard applies. + # Two-parent (TANF-UP) units are screened at the TANF standard unless + # the separate TANF-UP standards are in effect. p_up = parameters(period).gov.states.va.dss.tanf.payment.up_grant_standard up_eligible = spm_unit("va_up_tanf_eligibility", period) uses_up_standards = up_eligible & p_up.in_effect diff --git a/policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py b/policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py index ab7f8a98c2d..a2fd21fdd84 100644 --- a/policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py +++ b/policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py @@ -12,8 +12,8 @@ class va_tanf(Variable): def formula(spm_unit, period, parameters): # the calculated payment - # Two-parent (TANF-UP) units get the separate TANF-UP standards only - # while Virginia has them; otherwise the TANF standards apply. + # Two-parent (TANF-UP) units get the TANF standards unless the + # separate TANF-UP standards are in effect. p_up = parameters(period).gov.states.va.dss.tanf.payment.up_grant_standard up_tanf_eligibility = spm_unit("va_up_tanf_eligibility", period) uses_up_standards = up_tanf_eligibility & p_up.in_effect diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 843ddcbe21c..75747299b02 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -5417,6 +5417,40 @@ candidates: prs: [] state: unreviewed note: PE-US follows Virginia's regulation; verify the federal-fiscal-2024 report against the contemporaneous rule. +- id: us-va:tanf-up-standards-below-tanf + program: tanf + years: + from: 2021 + to: 2021 + type: state-fiscal + question: From July 2020 to June 2021, do two-parent (TANF-UP) families get the frozen TANF-UP standards of + assistance or at least the TANF standards? + sources: + - kind: statute + citation: 2020 Appropriation Act (HB 30, Chapter 1289), Item 350 C + url: https://budget.lis.virginia.gov/item/2020/1/HB30/Chapter/1/350/ + - kind: manual + citation: Virginia TANF Manual Transmittal 68 (July 1, 2020), Section 304, Appendix 3 + url: https://web.archive.org/web/20210202151340/https://www.dss.virginia.gov/files/division/bp/tanf/manual/Transmittal_68.pdf#page=6 + readings: + statute: The basic benefit payment for two-parent families "shall not be less than what they would have + received under TANF", so they get the TANF standards. + other: Two-parent families get the TANF-UP schedule in Appendix 3, which kept the July 2019 amounts while + TANF payments rose 15 percent. + example: A two-parent family of three in a Group II locality with no income gets $417 a month under the statute + reading and $363 under Appendix 3 in January 2021. + pe_us: + follows: statute + code: + - policyengine_us/parameters/gov/states/va/dss/tanf/payment/up_grant_standard/in_effect.yaml + - policyengine_us/variables/gov/states/va/dss/tanf/va_tanf.py + - policyengine_us/variables/gov/states/va/dss/tanf/eligibility/va_tanf_income_eligibility.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10253 + state: unreviewed + note: Transmittal 71 (July 1, 2021) removed Appendix 3, so the agency schedule applied only in state fiscal year + 2021 (July 2020 to June 2021). The 7/20 Chapter 900, Appendix II, Example 6 (a TANF-UP household of four in Group II) uses the $499 TANF + standard. Before July 2020 and from July 2021 the manual has one schedule for all units. - id: us-vt:low-income-cdcc-threshold-equality program: income-tax years: