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Add historical TANF parameter data (pre-2018) for DE, MO, PA, RI, SD#7170

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hua7450 merged 13 commits intoPolicyEngine:mainfrom
hua7450:hua7450/issue7169
Feb 20, 2026
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Add historical TANF parameter data (pre-2018) for DE, MO, PA, RI, SD#7170
hua7450 merged 13 commits intoPolicyEngine:mainfrom
hua7450:hua7450/issue7169

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@hua7450 hua7450 commented Jan 14, 2026

Summary

Fixes #7169

Adds historical TANF parameter data (pre-2018) for five states, implements Pennsylvania's Work Expense Reimbursement (WER) mechanism for the 2009-2020 period, and fixes Rhode Island FY2025 payment standard dates and values.

Changes

Historical Parameter Updates

State Parameter Old Start New Start Notes
DE deficit_rate 2024-10-01 2011-10-01 50% deficit rate per 2011 State Plan
MO minimum_payment 2024-01-01 2002-01-01 $10 rule from 1948 AFDC (13 CSR 40-2.120)
RI dependent_care/amount 2019-01-01 2008-07-01 Rhode Island Works inception
SD max_table_size 2023-07-01 2016-09-01 Matches other payment standard files

Pennsylvania Work Expense Restructure

Added support for two distinct work expense mechanisms:

Work Expense Reimbursement (WER) - 2009-2020:

Work Expense Deduction (WED) - 2020+:

New parameter structure:

pa/dhs/tanf/income/work_expense/
├── uses_deduction.yaml    # false (2009) → true (2020)
├── deduction.yaml         # $200 WED amount
└── reimbursement.yaml     # $50 WER amount

Rhode Island Payment Standard Fixes

  • Date correction: Changed FY2025 effective date from 2024-09-01 to 2024-07-01 in payment_standard/amount.yaml and additional_person.yaml. The FY2025 budget specifies July 1 as the effective date; DHS issued retroactive payments to cover the July-September gap (DHS press release). Now consistent with earned_income_disregard/amount.yaml which already used 2024-07-01.
  • Value correction: Fixed sizes 7 ($1,364 → $1,365) and 8 ($1,489 → $1,490) to match 218-RICR-20-00-2.18.1.

References

Pennsylvania

Delaware

Missouri

Rhode Island

South Dakota

🤖 Generated with Claude Code

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codecov bot commented Jan 14, 2026

Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 100.00%. Comparing base (5063055) to head (f4f8302).
⚠️ Report is 24 commits behind head on main.

Additional details and impacted files
@@            Coverage Diff            @@
##              main     #7170   +/-   ##
=========================================
  Coverage   100.00%   100.00%           
=========================================
  Files            1         2    +1     
  Lines           24        36   +12     
=========================================
+ Hits            24        36   +12     
Flag Coverage Δ
unittests 100.00% <100.00%> (ø)

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These changes belong to issue PolicyEngine#7165, not this PR.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
@hua7450 hua7450 marked this pull request as ready for review January 14, 2026 19:38
@PavelMakarchuk
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PR Review: Add Historical TANF Parameter Data for DE, MO, PA, RI, SD

Summary

This PR adds historical TANF parameter data for five states and implements Pennsylvania's Work Expense Reimbursement (WER) mechanism for the 2009-2020 period. It also includes changes to Illinois HBWD.


✅ Verified Changes

1. Missouri Minimum Payment

Source: 13 CSR 40-2.120

The regulation confirms:

"If the determined need results in a grant of less than ten dollars ($10) in AFDC cases, no cash payment will be made."
"Original rule filed April 12, 1948, effective April 22, 1948."

Parameter Old Date New Date Status
minimum_payment.yaml 2024-01-01 2002-01-01 ✓ Reasonable

2. Rhode Island Works Dependent Care

Source: R.I. Gen. Laws Chapter 40-5.2

"All provisions of R.I. Gen. Laws Chapter 40-5.2 became effective and apply to all applicants and recipients on or after July 1, 2008."

Parameter Old Date New Date Status
dependent_care/amount.yaml 2019-01-01 2008-07-01 ✓ Verified

3. Pennsylvania Work Expense Restructure

Sources:

WER (2009-2020): $50/month bonus for families with earned income
WED (2020+): $200/month deducted from countable income after 50% disregard

New Parameter Value Purpose
uses_deduction.yaml false (2009) → true (2020) Toggle mechanism
reimbursement.yaml $50 WER bonus amount
deduction.yaml $200 WED deduction amount

⚠️ Unverified (Sources Cited but Not Independently Confirmed)

State Parameter New Date Source
Delaware deficit_rate.yaml 2011-10-01 DE TANF State Plan 2011
South Dakota max_table_size.yaml 2016-09-01 ARSD 67:10:05:03 (2016)

🔴 Issues Requiring Attention

1. Illinois HBWD is_blind Removal

The PR removes is_blind from HBWD disability eligibility:

# Before
return is_disabled | is_blind | receives_ssdi

# After  
return is_disabled | receives_ssdi

Concern: IL HBWD is "Health Benefits for Workers with Disabilities" - blindness is typically a qualifying disability. Please verify this change against 89 Ill. Admin. Code § 120.510.

2. Deleted Test File

il_hbwd_countable_earned_income.yaml (292 lines) was deleted. If the formula simplification is correct, equivalent test coverage should be maintained.

3. Removed Test Cases

Cases 4-5 were removed from il_hbwd_income_eligible.yaml without explanation.


Recommendation

Consider splitting this PR:

  1. Historical backdating (DE, MO, RI, SD, PA WER) - ready to merge
  2. Illinois HBWD refactoring - needs verification of is_blind removal

Validation Summary

Check Result
MO minimum payment ✅ Verified
RI Works effective date ✅ Verified
PA WER/WED mechanism ✅ Verified
DE deficit rate ⚠️ Source cited
SD max table size ⚠️ Source cited
IL HBWD changes ❌ Needs verification
CI Status ✅ Passing

hua7450 and others added 4 commits February 2, 2026 15:32
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
@baogorek
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Hey @hua7450 — following up on your question on #7440 about other states that might have similar gaps.

I scanned all TANF parameter YAMLs for earliest start dates >= 2019 and found 60 additional files across 8 states not covered by this PR:

State Files Earliest Start Notes
WA 7 2024-01-01 6 files (payment_standard, income limit, max family size, etc.) all start Jan 2024
CA 18 2021-01-01 to 2023-10-01 Payment tables, income limits, resource limits, disregards
VA 14 2020-07-01 Need standards and grant standards (groups 2 & 3)
IN 10 2023-07-01 All 10 files at same date — eligibility, disregards, resources, standard of need
CO 8 2021-01-01 to 2022-03-01 Grant standard, need standard, earned exclusion
MT 2 2023-07-01 Income standards (benefit & payment FPG rates)

Note: backdate_parameters in system.py extends all params to 2015-01-01 at runtime, so these may not crash — but the backdated values would be wrong if the actual historical rates differed. Washington is the highest-risk state with 6 files starting at 2024-01-01.

This aligns with the "189 files across 24 states" audit mentioned in #7169. Just flagging in case it's useful for prioritizing.

@baogorek
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This fix is blocking the calibration pipeline rebuild in policyengine-us-data. The missing deficit_rate parameter causes SNAP calculation to fail for Delaware (state_fips=10) during per-state precomputation, which cascades into a KeyError: 'snap' during matrix assembly.

Without this, we can't rebuild the calibration package with the latest policyengine-us (needed for ACA PTC support).

hua7450 and others added 5 commits February 20, 2026 14:58
The upstream merge (d34300d) accidentally dropped the Work Expense
Reimbursement (WER) logic while picking up the min_ cap from PolicyEngine#7434.
This restores the $50/month WER bonus for pre-2020 families with
earned income and keeps the negative-income cap.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Change effective date from 2024-09-01 to 2024-07-01 to match
  the legislative effective date per FY2025 budget (DHS issued
  retroactive payments to meet the July 1 requirement)
- Fix sizes 7 and 8 to match 218-RICR-20-00-2.18.1:
  size 7: $1,364 → $1,365, size 8: $1,489 → $1,490

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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LGTM after these

@hua7450 hua7450 merged commit 94febee into PolicyEngine:main Feb 20, 2026
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Add historical TANF parameter data (pre-2018) for DE, MO, PA, RI, SD

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