Backfill NY TANF parameters to 1997 with pre-2022 and post-2022 reform rules

changelog_entry.yaml

@@ -0,0 +1,4 @@
+- bump: patch
+  changes:
+    changed:
+      - NY TANF parameters backfilled to 1997 and updated with October 2022 changes per 22-ADM-11.

policyengine_us/parameters/gov/states/ny/otda/tanf/eligibility/resources/higher_limit.yaml

@@ -1,11 +1,13 @@
-description: New York limits TANF to households with up to this resource amount if they have elderly members.
+description: New York limits resources to this amount for households with elderly or disabled members under the Temporary Assistance for Needy Families program.
 
 metadata:
   unit: currency-USD
-  label: New York TANF resource limit for households with elderly people
+  period: year
+  label: New York TANF resource limit for elderly or disabled households
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2021-2023.pdf#page=7
+    - title: 22-ADM-11 Section IV(A) Resource Limit Changes
+      href: https://otda.ny.gov/policy/directives/2022/ADM/22-ADM-11.pdf#page=5
 
 values:
-  2021-10-01: 3_000
+  1997-01-01: 3_000
+  2022-10-01: 3_750

policyengine_us/parameters/gov/states/ny/otda/tanf/eligibility/resources/higher_resource_limit_age_threshold.yaml

@@ -1,11 +1,12 @@
-description: New York provide higher limit for amount of asset to households with family members over this age.
+description: New York sets this age threshold for higher resource limits under the Temporary Assistance for Needy Families program.
 
 metadata:
   unit: year
-  label: New York TANF asset limit elderly age
+  period: year
+  label: New York TANF elderly age threshold
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2021-2023.pdf#page=7
+    - title: 22-ADM-11 Section IV(A) Resource Limit Changes
+      href: https://otda.ny.gov/policy/directives/2022/ADM/22-ADM-11.pdf#page=5
 
 values:
-  2021-10-01: 60
+  1997-01-01: 60

policyengine_us/parameters/gov/states/ny/otda/tanf/eligibility/resources/lower_limit.yaml

@@ -1,11 +1,13 @@
-description: New York limits its TANF eligibility to households with up to this amount of resources, if they have no elderly members.
+description: New York limits resources to this amount under the Temporary Assistance for Needy Families program.
 
 metadata:
   unit: currency-USD
-  label: New York TANF resource limit for households without elderly people
+  period: year
+  label: New York TANF resource limit
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2021-2023.pdf#page=7
+    - title: 22-ADM-11 Section IV(A) Resource Limit Changes
+      href: https://otda.ny.gov/policy/directives/2022/ADM/22-ADM-11.pdf#page=5
 
 values:
-  2021-10-01: 2_000
+  1997-01-01: 2_000
+  2022-10-01: 2_500

policyengine_us/parameters/gov/states/ny/otda/tanf/grant_standard/additional.yaml

@@ -1,12 +1,14 @@
-description: New York limits its TANF grant standard to households with up to this income level for people beyond size.
+description: New York provides this amount for each additional person under the Temporary Assistance for Needy Families program.
 
 metadata:
   unit: currency-USD
   period: month
-  label: New York TANF monthly income limit per additional person
+  label: New York TANF grant standard per additional person
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2021-2023.pdf#page=67
+    - title: New York TANF State Plan 2024-2026
+      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2024-2026.pdf#page=79
+    - title: N.Y. Comp. Codes R. & Regs. Tit. 18 § 352.1 - Standard of need for determining eligibility
+      href: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-352.1
 
 values:
   2012-10-01: 85

policyengine_us/parameters/gov/states/ny/otda/tanf/grant_standard/main.yaml

@@ -1,14 +1,16 @@
-description: New York limits its TANF grant standard to households with up to this income level, by household size.
+description: New York provides this amount as the grant standard under the Temporary Assistance for Needy Families program.
 
 metadata:
   unit: currency-USD
   period: month
   breakdown:
     - range(1, 7)
-  label: New York TANF monthly income limit
+  label: New York TANF grant standard
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2021-2023.pdf#page=67
+    - title: New York TANF State Plan 2024-2026
+      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2024-2026.pdf#page=79
+    - title: N.Y. Comp. Codes R. & Regs. Tit. 18 § 352.1 - Standard of need for determining eligibility
+      href: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-352.1
 
 1: 
   2012-10-01: 158

policyengine_us/parameters/gov/states/ny/otda/tanf/gross_income_test/rate.yaml

@@ -0,0 +1,12 @@
+description: New York limits gross income to this multiplier of the need standard under the Temporary Assistance for Needy Families program.
+
+metadata:
+  unit: /1
+  period: month
+  label: New York TANF gross income test rate
+  reference:
+    - title: 97-ADM-23 Family Assistance/Safety Net Assistance Changes
+      href: https://otda.ny.gov/policy/directives/1997/ADM/97_ADM-23.pdf
+
+values:
+  1997-08-20: 1.85

policyengine_us/parameters/gov/states/ny/otda/tanf/income/earned_income_deduction/flat.yaml

@@ -1,12 +1,13 @@
-description: New York excludes this amount of earned income for the purposes of its TANF program, after the percentage deduction.
+description: New York deducts this amount as a work expense under the Temporary Assistance for Needy Families program.
 
 values:
-  2022-03-01: 150
+  1997-08-20: 90
+  2022-10-01: 150
 
 metadata:
   unit: currency-USD
   period: month
-  label: New York TANF flat earnings exclusion
+  label: New York TANF work expense disregard
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/gis/2022/22DC085.pdf#page=1
+    - title: 22-ADM-11 Section IV(B) Work Expense Disregard
+      href: https://otda.ny.gov/policy/directives/2022/ADM/22-ADM-11.pdf#page=6

policyengine_us/parameters/gov/states/ny/otda/tanf/income/earned_income_deduction/percent.yaml

@@ -1,11 +1,16 @@
-description: New York excludes this percentage of earned income for the purposes of its TANF program.
+description: New York excludes this share of earned income under the Temporary Assistance for Needy Families program.
 
 metadata:
   unit: /1
-  label: New York TANF earned income deduction
+  period: month
+  label: New York TANF earned income disregard rate
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/gis/2022/22DC085.pdf#page=1
+    - title: 97-ADM-23 Family Assistance/Safety Net Assistance Changes
+      href: https://otda.ny.gov/policy/directives/1997/ADM/97_ADM-23.pdf
+    - title: 22-ADM-11 Section IV(B) Earned Income Disregard
+      href: https://otda.ny.gov/policy/directives/2022/ADM/22-ADM-11.pdf#page=3
 
 values:
-  2022-10-01: 0.5
+  1997-08-20: 0.42
+  2022-06-01: 0.55
+  2022-10-01: 0.50

policyengine_us/parameters/gov/states/ny/otda/tanf/need_standard/additional.yaml

@@ -1,12 +1,14 @@
-description: New York limits its TANF program to households with up to this income level for people beyond size.
+description: New York provides this amount for each additional person under the Temporary Assistance for Needy Families program.
 
 metadata:
   unit: currency-USD
   period: month
   label: New York TANF monthly income limit per additional person
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2021-2023.pdf#page=65
+    - title: New York TANF State Plan 2024-2026 
+      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2024-2026.pdf#page=77
+    - title: N.Y. Comp. Codes R. & Regs. Tit. 18 § 352.1 - Standard of need for determining eligibility
+      href: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-352.1
 
 values:
   2012-10-01: 85

policyengine_us/parameters/gov/states/ny/otda/tanf/need_standard/main.yaml

@@ -1,14 +1,18 @@
-description: New York limits its TANF program to households with up to this income level, by household size.
+description: New York sets this amount as the need standard under the Temporary Assistance for Needy Families program.
 
 metadata:
   unit: currency-USD
   period: month
   breakdown:
     - range(1, 7)
+  breakdown_label:
+    - Assistance unit size
   label: New York TANF monthly income limit
   reference:
-    - title: New York State Plan and Executive Certification | Administration of the Block Grant for Temporary Assistance for Needy Families
-      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2021-2023.pdf#page=65
+    - title: New York TANF State Plan 2024-2026 
+      href: https://otda.ny.gov/policy/tanf/TANF-State-Plan-2024-2026.pdf#page=77
+    - title: N.Y. Comp. Codes R. & Regs. Tit. 18 § 352.1 - Standard of need for determining eligibility
+      href: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-352.1
 
 1: 
   2012-10-01: 158

policyengine_us/parameters/gov/states/ny/otda/tanf/reform_2022/in_effect.yaml

@@ -0,0 +1,13 @@
+description: New York applies the October 2022 TANF reforms when this is true.
+
+metadata:
+  unit: bool
+  period: month
+  label: New York TANF October 2022 reform in effect
+  reference:
+    - title: 22-ADM-11 Public Assistance Policy Changes Section II
+      href: https://otda.ny.gov/policy/directives/2022/ADM/22-ADM-11.pdf#page=2
+
+values:
+  1997-08-20: false
+  2022-10-01: true

policyengine_us/tests/policy/baseline/gov/states/ny/otda/tanf/ny_tanf.yaml

@@ -1,5 +1,5 @@
-- name: If ineligible, they get zero.
-  period: 2023
+- name: Case 1, ineligible household gets zero.
+  period: 2023-01
   input:
     ny_tanf_eligible: false
     ny_tanf_grant_standard: 100
@@ -8,22 +8,34 @@
   output:
     ny_tanf: 0
 
-- name: If eligible, they get difference between grant standard and countable income.
-  period: 2023
+- name: Case 2, eligible household gets grant minus income.
+  period: 2023-01
   input:
     ny_tanf_eligible: true
-    ny_tanf_grant_standard: 100
+    ny_tanf_grant_standard: 336
+    ny_tanf_countable_earned_income: 100
+    ny_tanf_countable_gross_unearned_income: 0
+  output:
+    # $336 - $100 = $236
+    ny_tanf: 236
+
+- name: Case 3, eligible household with no income gets full grant.
+  period: 2023-01
+  input:
+    ny_tanf_eligible: true
+    ny_tanf_grant_standard: 336
     ny_tanf_countable_earned_income: 0
     ny_tanf_countable_gross_unearned_income: 0
   output:
-    ny_tanf: 100
+    ny_tanf: 336
 
-- name: If countable income exceeds grant standard they get 0.
-  period: 2023
+- name: Case 4, countable income exceeds grant floors at zero.
+  period: 2023-01
   input:
     ny_tanf_eligible: true
-    ny_tanf_grant_standard: 100
-    ny_tanf_countable_earned_income: 90
-    ny_tanf_countable_gross_unearned_income: 11
+    ny_tanf_grant_standard: 336
+    ny_tanf_countable_earned_income: 200
+    ny_tanf_countable_gross_unearned_income: 200
   output:
+    # $336 - $400 = -$64 → floors at $0
     ny_tanf: 0

policyengine_us/tests/policy/baseline/gov/states/ny/otda/tanf/ny_tanf_countable_earned_income.yaml

@@ -1,15 +1,66 @@
-- name: NY countable earned income = gross earned income*50% - 150*12 as of 2023-01-01.
-  period: 2023
+# Post-reform tests (2023-01): EID first, then work expense
+# Formula: max(gross × (1 - 0.5) - 150, 0)
+
+- name: Case 1, post-reform with moderate income.
+  period: 2023-01
   input:
     state_code: NY
-    ny_tanf_gross_earned_income: 6000
+    ny_tanf_gross_earned_income: 500
   output:
-    ny_tanf_countable_earned_income: 1200
+    # $500 × 0.5 = $250
+    # $250 - $150 = $100
+    ny_tanf_countable_earned_income: 100
 
-- name: NY countable earned income = gross earned income*50% - 150, max(200*50%-150*12,0)=0
-  period: 2023
+- name: Case 2, post-reform with low income floors at zero.
+  period: 2023-01
   input:
     state_code: NY
-    ny_tanf_gross_earned_income: 2000
+    ny_tanf_gross_earned_income: 200
   output:
+    # $200 × 0.5 = $100
+    # $100 - $150 = -$50 → floors at $0
     ny_tanf_countable_earned_income: 0
+
+- name: Case 3, post-reform with higher income.
+  period: 2023-01
+  input:
+    state_code: NY
+    ny_tanf_gross_earned_income: 1_000
+  output:
+    # $1,000 × 0.5 = $500
+    # $500 - $150 = $350
+    ny_tanf_countable_earned_income: 350
+
+# Pre-reform tests (2022-01): Work expense first, then EID
+# Formula: max(gross - 90, 0) × (1 - 0.42)
+# Note: EID = 42% for 2022-01 (1997 value, before June 2022 update)
+
+- name: Case 4, pre-reform with moderate income.
+  period: 2022-01
+  input:
+    state_code: NY
+    ny_tanf_gross_earned_income: 500
+  output:
+    # $500 - $90 = $410
+    # $410 × 0.58 = $237.80
+    ny_tanf_countable_earned_income: 237.8
+
+- name: Case 5, pre-reform with low income floors at zero.
+  period: 2022-01
+  input:
+    state_code: NY
+    ny_tanf_gross_earned_income: 50
+  output:
+    # $50 - $90 = -$40 → floors at $0
+    # $0 × 0.58 = $0
+    ny_tanf_countable_earned_income: 0
+
+- name: Case 6, pre-reform with higher income.
+  period: 2022-01
+  input:
+    state_code: NY
+    ny_tanf_gross_earned_income: 1_000
+  output:
+    # $1,000 - $90 = $910
+    # $910 × 0.58 = $527.80
+    ny_tanf_countable_earned_income: 527.8