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Backdate Kentucky K-TAP parameters#7497

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hua7450 wants to merge 6 commits intoPolicyEngine:mainfrom
hua7450:backdate-ky-ktap
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Backdate Kentucky K-TAP parameters#7497
hua7450 wants to merge 6 commits intoPolicyEngine:mainfrom
hua7450:backdate-ky-ktap

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@hua7450 hua7450 commented Feb 26, 2026

Summary

Backdates Kentucky K-TAP (TANF) parameters to 1997 (program inception) and adds a unified earned income disregard formula supporting both the pre-2023 AFDC-era "$30 + 1/3" and post-2023 "50%" disregards.
Closes #7496

Changes

  • Parameters backdated: 11 files, 1997-07-01 entries added (frozen AFDC-era values)
  • Nov 2025 reduction: Payment maximums reduced ~35% (2025-11-01)
  • New parameter: earned_income_flat_disregard ($30 pre-2023, $0 post-2023)
  • Formula change: Unified EID formula — flat + rate * (earned - flat) — handles both eras without branching
  • Reference fixes: Subsection citations corrected (5(3)(c)-(d) → 5(3)(e)), Nov 2025 news source added
  • Tests added: 92 new test cases (47 historical/boundary + 45 edge cases)

Three Parameter Eras

Era Dates Payment Max (family of 3) EID Formula
ERA 1 (AFDC-era) 1997-07-01 – 2023-02-15 $262 $30 flat + 1/3 of remainder
ERA 2 (2023 reform) 2023-02-16 – 2025-10-31 $524 50% of earned income
ERA 3 (Nov 2025 cut) 2025-11-01 – present $341 50% (unchanged)

Regulatory Sources

Review Summary

  • PDF audit: 22/22 parameter values confirmed correct across both regulation versions
  • 0 value mismatches
  • COLA investigation: confirmed never applied (regulation's "to the extent funds are available" clause)
  • All other Nov 2025 parameters confirmed unchanged via DCBS Operations Manual Vol III OMTL transmittal numbers

Known Limitations

  • Pre-2023 EID time limits (4 months at $30+1/3, then 8 months at $30 only) not modeled (PolicyEngine is point-in-time)
  • Part-time dependent care cap ($150/month) not separately modeled
  • Work expense applied once per assistance unit, not per earner
  • Gross income limit uses formula (185% * SoN) rather than regulation's pre-computed table (max ~$1.65 rounding difference)

Test Plan

  • All 144 K-TAP tests pass (52 original + 47 historical + 45 edge cases)
  • All 271 KY state tests pass
  • make format clean
  • Full CI suite (pending)

hua7450 and others added 2 commits February 26, 2026 12:17
Starting implementation of backdating Kentucky K-TAP (TANF) parameters
to program inception. Documentation and parallel development will follow.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add 1997-07-01 historical entries to all 10 parameter files (frozen AFDC-era values)
- Add Nov 2025 payment maximum reduction (~35% cut)
- Create earned_income_flat_disregard parameter for pre-2023 $30+1/3 formula
- Rewrite EID formula as unified expression (no branching, both eras via parameters)
- Add 92 new tests: 47 historical/boundary + 45 edge cases across all 3 eras
- Add dual references (current + superseded 921 KAR 2:016)
- Fix gross_income_limit_rate pre-2023 section citation (1(11) → 1(12))
- Clean up hardcoded comments in benefit and dependent care variables

Ref PolicyEngine#7496

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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codecov bot commented Feb 26, 2026

Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 100.00%. Comparing base (55a0045) to head (e5b770f).
⚠️ Report is 6 commits behind head on main.

Additional details and impacted files
@@             Coverage Diff             @@
##             main     #7497      +/-   ##
===========================================
+ Coverage   97.82%   100.00%   +2.17%     
===========================================
  Files           3         3              
  Lines          92        55      -37     
  Branches        2         1       -1     
===========================================
- Hits           90        55      -35     
+ Misses          1         0       -1     
+ Partials        1         0       -1     
Flag Coverage Δ
unittests 100.00% <100.00%> (+2.17%) ⬆️

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hua7450 and others added 4 commits February 26, 2026 13:14
…urce

- Fix earned_income_flat_disregard.yaml: subsection 5(3)(c)-(d) → 5(3)(e), add current ref
- Fix earned_income_disregard_rate.yaml: pre-2023 subsection 5(3)(c)-(d) → 5(3)(e)
- Add WKMS news source citation for Nov 2025 payment maximum values

Ref PolicyEngine#7496

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
4 parameters had identical values at both 1997-07-01 and 2023-03-01.
Per parameter patterns skill, only keep earliest date when value is unchanged:
- gross_income_limit_rate: 1.85 (single entry)
- rate: 0.55 (single entry)
- max_unit_size: 7 (single entry)
- child_support_disregard: 50 (single entry)

Ref PolicyEngine#7496

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Create earned_income_flat_disregard_in_effect.yaml (true 1997, false 2023)
- Remove 2023-03-01: 0 sentinel from earned_income_flat_disregard.yaml
- Use if p.in_effect: branching in formula instead of relying on flat=0

The zero-sentinel anti-pattern (value=0 meaning "not in effect") violates
PolicyEngine conventions. An explicit boolean is clearer and self-documenting.

Ref PolicyEngine#7496

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@hua7450 hua7450 marked this pull request as ready for review March 1, 2026 01:49
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Backdate Kentucky K-TAP parameters to program inception

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