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Backdate Indiana TANF parameters to program inception#7499

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hua7450 wants to merge 7 commits intoPolicyEngine:mainfrom
hua7450:backdate-in-tanf
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Backdate Indiana TANF parameters to program inception#7499
hua7450 wants to merge 7 commits intoPolicyEngine:mainfrom
hua7450:backdate-in-tanf

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@hua7450 hua7450 commented Feb 26, 2026

Summary

Backdates Indiana TANF parameters to 1997 program inception, corrects vehicle exemption historical values and while-receiving resource limit effective date, and differentiates applicant vs. recipient income deductions with 4-month earned income disregard limit.

Closes #7498


Parameter Changes

Backdated to 1997-10-01 (program inception)

  • Standard of need (sizes 1-10): $139-$697 (AFDC-era levels, frozen until 2023)
  • Max unit size: 10
  • Continuing eligibility FPG rate: 100%
  • Resource limit at application: $1,000
  • Resource limit while receiving: $1,500
  • Work expense deduction: $90/earner
  • Flat disregard: $30
  • Earned income disregard (eligibility): 33%
  • Earned income disregard (benefit): 75%

Source: 470 IAC 10.3-4 | IC 12-14 | Indiana DCS Unlicensed Relative Placements (pre-2023 standard of need)

Corrected Values

Parameter Before After Source
While-receiving resource limit date 2023-07-01 2022-07-01 P.L.83-2022, SEC.2
Vehicle exemption at 1997 $20,000 $1,000 WRD Table L9

Source: FSSA DFR Chapter 3000, Section 3005.10.00 | WRD Table L8 ($1,500 as of July 1998)

Added Vehicle Exemption History

Date Amount Source
1997-10-01 $1,000 WRD Table L9
1999-07-01 $5,000 WRD Table L9
2021-07-01 $10,000 WRD Table L9
2022-07-01 $20,000 FSSA DFR Ch 2600, Sec 2615.60.15

Source: IC 12-14-2-1(b)(2) | FSSA DFR Chapter 2600 | Urban Institute WRD

New Parameter

  • earned_income_disregard/months.yaml: 4-month duration for the 1/3 disregard

Source: 470 IAC 10.3-4-4(c)(2) | FSSA DFR Chapter 3400, Section 3450.25.00

Reference Improvements

  • Added secondary references (FSSA DFR Chapters 2600, 3000, 3400) to 9 parameter files
  • Added IAC subsection paths for specificity
  • Added WRD Table L8 reference for $1,500 while-receiving limit
  • Changed breakdown label from "Household size" to "Assistance unit size"

Source: FSSA DFR Chapter 3000 | FSSA DFR Chapter 3400 | FSSA DFR Chapter 2600


Formula Change

in_tanf_countable_earned_income_for_eligibility.py

  • Before: Always applied $90 + $30 + 1/3 disregard to everyone
  • After: Differentiates applicants vs. recipients using is_tanf_enrolled:
    • Applicants: $90 work expense only
    • Enrolled (months 1-4): $90 + $30 + 1/3 disregard
    • Enrolled (months 5-12): $90 + $30 only (1/3 expires)
  • Uses calendar month as proxy for benefit duration

Source: 470 IAC 10.3-4-4 | FSSA DFR Chapter 3400, Section 3450.20.00-3450.25.00


Tests

  • 111 total tests pass
  • New test cases cover: enrolled phase 1 & 2, applicants, annual periods, historical parameters (1997, 2018), resource eligibility, edge cases

Test Plan

  • All 111 tests pass
  • make format clean
  • CI checks

Generated with Claude Code

hua7450 and others added 3 commits February 26, 2026 13:57
Starting comprehensive backdating of Indiana TANF parameters to program inception.
Documentation and parallel development will follow.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add 1997-10-01 entries for all 10 TANF parameter files reflecting
frozen AFDC-era values. Key value change: while-receiving resource
limit was $1,500 pre-SEA 265, now $10,000. Add 36 historical,
boundary, and edge case tests. All 103 tests pass.

Ref PolicyEngine#7498

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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 (7787f94).
⚠️ Report is 20 commits behind head on main.

Additional details and impacted files
@@             Coverage Diff             @@
##             main     #7499      +/-   ##
===========================================
+ Coverage   97.82%   100.00%   +2.17%     
===========================================
  Files           3         1       -2     
  Lines          92        21      -71     
  Branches        2         0       -2     
===========================================
- Hits           90        21      -69     
+ Misses          1         0       -1     
+ Partials        1         0       -1     
Flag Coverage Δ
unittests 100.00% <100.00%> (+2.17%) ⬆️

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@hua7450 hua7450 marked this pull request as ready for review March 1, 2026 04:39
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Backdate Indiana TANF parameters to program inception

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