Montana TANF

changelog_entry.yaml

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+- bump: minor
+  changes:
+    added:
+    - Montana Temporary Assistance for Needy Family (TANF).

policyengine_us/parameters/gov/states/mt/dhs/tanf/age_threshold/minor_child.yaml

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+description: Montana limits the Temporary Assistance for Needy Families program to applicants with children younger than this age.
+values:
+  2009-07-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Montana TANF minor child age threshold
+  reference:
+    - title: Mont. Admin. r. 37.78.103 (35) - TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) DEFINITIONS
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.103 #35

policyengine_us/parameters/gov/states/mt/dhs/tanf/age_threshold/student_dependent.yaml

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+description: Montana provides the Temporary Assistance for Needy Families program to applicants with student dependents younger than this age.
+values:
+  2009-07-01: 19
+
+metadata:
+  unit: year
+  period: year
+  label: Montana TANF minor child age threshold
+  reference:
+    - title: Mont. Admin. r. 37.78.103 (35) - TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) DEFINITIONS
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.103 #35

policyengine_us/parameters/gov/states/mt/dhs/tanf/income/deductions/dependent_care/amount.yaml

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+description: Montana deducts up to this amount of dependent care expenses per dependent child or incapacitated adult from countable income under the Temporary Assistance for Needy Families program.
+
+metadata:
+  period: month
+  label: Montana TANF monthly dependent care deduction per child/incapacitated adult
+  unit: currency-USD
+  reference:
+    - title: TANF 602-1 Income Disregards
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/tanf602-1jan012018.pdf
+    - title: Mont. Admin. r. 37.78.406 - TANF CASH ASSISTANCE; INCOME DISREGARDS AND INCOME DEEMING, Dependent Care Deduction (Section 2)
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.406
+values:
+  2018-01-01: 200

policyengine_us/parameters/gov/states/mt/dhs/tanf/income/deductions/earned_income_disregard/percentage.yaml

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+description: Montana excludes this share of earnings from the Temporary Assistance for Needy Families program countable income, when computing the benefit value.
+
+values:
+  2018-01-01: 0.25
+
+metadata:
+  unit: /1
+  period: month
+  label: Montana TANF earned income percentage disregard
+  reference:
+    - title: TANF 602-1 Income Disregards
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/tanf602-1jan012018.pdf
+    - title: Mont. Admin. R. 37.78.406 TANF Cash Assistance; Income Disregards and Income Deeming, Earned Income Disregard (Section 2(b))
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.406

policyengine_us/parameters/gov/states/mt/dhs/tanf/income/deductions/work_related_expense/amount.yaml

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+description: Montana deducts this amount of work-related expenses from the gross earned income under the Temporary Assistance for Needy Families program.
+
+values:
+  2018-01-01: 200
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Montana TANF work-related expense deduction amount 
+  reference:
+    - title: TANF 602-1 Income Disregards
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/tanf602-1jan012018.pdf
+    - title: Mont. Admin. R. 37.78.406 TANF Cash Assistance; Income Disregards and Income Deeming, Earned Income Disregard (Section 2(a))
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.406

policyengine_us/parameters/gov/states/mt/dhs/tanf/income/sources/earned.yaml

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+description: Montana counts these income sources as earned income under the Temporary Assistance for Needy Families program.
+values:
+  2023-01-01:
+    - employment_income
+    - self_employment_income
+metadata:
+  unit: list
+  period: year
+  label: Montana TANF earned income sources
+  reference:
+    - title: TANF 502-1 Earned Income
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF502.12.23.pdf
+    - title: Mont. Admin. r. 37.78.406 - TANF CASH ASSISTANCE; INCOME DISREGARDS AND INCOME DEEMING, Sections (1)-(2)
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.406

policyengine_us/parameters/gov/states/mt/dhs/tanf/income/sources/unearned.yaml

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+description: Montana counts these income sources as unearned income under the Temporary Assistance for Needy Families program.
+values:
+  2018-01-01:
+    - miscellaneous_income
+    - child_support_received
+    - alimony_income
+    - pension_income
+    - dividend_income
+    - interest_income
+    - rental_income
+    - unemployment_compensation
+    - social_security
+    - veterans_benefits
+    - workers_compensation
+    # Adoption Subsidies
+    # TANF from other states
+    # Capital Gains
+    # Contributions
+    # Gifts over $50
+    # Incentives
+    # Temporary Disability Insurance
+    # Trust Funds
+
+metadata:
+  unit: list
+  period: year
+  label: Montana TANF unearned income sources
+  reference:
+    - title: TANF 501-1 Unearned Income
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF501-1Jan012018.pdf
+    - title: Mont. Admin. r. 37.78.416 - TANF CASH ASSISTANCE; EXCLUDED UNEARNED INCOME
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.416

policyengine_us/parameters/gov/states/mt/dhs/tanf/income_standards/benefit_fpg_rate.yaml

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+description: Montana applies this percentage of federal poverty level as benefit standard under the Temporary Assistance For Needy Families program.
+
+values:
+  2020-07-01: 0.3
+
+metadata:
+  unit: /1
+  period: month
+  label: Montana TANF benefit standard fpg rate
+  reference: 
+    - title: Temporary Assistance for Needy Families (TANF) State Plan - Income Standards, p.10
+      href: https://dphhs.mt.gov/assets/hcsd/TANF/TANFStatePlan.pdf#page=10
+    - title: TANF 001 Monthly Income Standards
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF001.pdf

policyengine_us/parameters/gov/states/mt/dhs/tanf/income_standards/benefit_to_net_factor.yaml

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+description: Montana determines the net income standard by dividing the benefit standard by this divisor under the Temporary Assistance  for Needy Families program.
+
+values:
+  2020-07-01: 0.785
+
+metadata:
+  unit: /1
+  period: month
+  label: Montana TANF net income standard factor
+  reference: 
+    - title: Temporary Assistance for Needy Families (TANF) State Plan - Income Standards, p.10
+      href: https://dphhs.mt.gov/assets/hcsd/TANF/TANFStatePlan.pdf#page=10
+    - title: TANF 001 Monthly Income Standards
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF001.pdf

policyengine_us/parameters/gov/states/mt/dhs/tanf/income_standards/net_to_gross_rate.yaml

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+description: Montana sets the gross income standard at this percentage of the net income standard under the Temporary Assistance for Needy Families program.
+
+values:
+  2020-07-01: 1.85
+
+metadata:
+  unit: /1
+  period: month
+  label: Montana TANF gross income standard ratio 
+  reference: 
+    - title: Temporary Assistance for Needy Families (TANF) State Plan - Income Standards, p.10
+      href: https://dphhs.mt.gov/assets/hcsd/TANF/TANFStatePlan.pdf#page=10
+    - title: TANF 001 Monthly Income Standards
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF001.pdf

policyengine_us/parameters/gov/states/mt/dhs/tanf/income_standards/payment_fpg_rate.yaml

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+description: Montana applies this percentage of federal poverty level as payment standard under the Temporary Assistance for Needy Families program.
+
+values:
+  2020-07-01: 0.35
+
+metadata:
+  unit: /1
+  period: month
+  label: Montana TANF payment standard fpg rate
+  reference: 
+    - title: Temporary Assistance for Needy Families (TANF) State Plan - Income Standards, p.10
+      href: https://dphhs.mt.gov/assets/hcsd/TANF/TANFStatePlan.pdf#page=10
+    - title: TANF 001 Monthly Income Standards
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF001.pdf

policyengine_us/parameters/gov/states/mt/dhs/tanf/qualified_noncitizen_status.yaml

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+description: Montana considers these statuses as qualified noncitizens under the Temporary Assistance for Needy Families program.  
+values:
+  2009-07-01:
+    - REFUGEE
+    - ASYLEE
+    - DEPORTATION_WITHHELD
+    - PAROLED_ONE_YEAR
+    - CONDITIONAL_ENTRANT
+    - LEGAL_PERMANENT_RESIDENT
+    - CUBAN_HAITIAN_ENTRANT
+
+
+metadata:
+  label: Montana TANF qualified noncitizen statuses
+  period: year
+  unit: list
+  reference:
+    - title: Mont. Admin. r. 37.78.220 - TANF Eligibility, Citizenship Requirements
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.220

policyengine_us/parameters/gov/states/mt/dhs/tanf/resource_limit/amount.yaml

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+description: Montana limits the Temporary Assistance for Needy Families program to households with up to this resource amount.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Montana TANF resource limit amount
+  reference:
+    - title: Mont. Admin. r. 37.78.401 - TANF CASH ASSISTANCE; RESOURCES
+      href: https://www.law.cornell.edu/regulations/montana/Mont-Admin-r-37.78.401
+    - title: TANF 402-1 Countable and Excluded Resources
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF4021May012021.pdf
+
+values:
+  2021-07-01: 3_000

policyengine_us/parameters/gov/states/mt/dhs/tanf/work_requirement/required_hours/single_parent/amount.yaml

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+description: Montana requires this amount of weekly working hours under the Temporary Assistance for Needy Families program, based on youngest child age.
+metadata:
+  type: single_amount
+  threshold_unit: year
+  amount_unit: int
+  period: week
+  label: Montana TANF single parent weekly working hours
+  reference:
+    - title: TANF 705-1 Participation Hours # Single-Parent Household Work Activity Requirements
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF705.1.pdf
+
+brackets:
+  - threshold:
+      2023-06-01: 0
+    amount:
+      2023-06-01: 27
+  - threshold:
+      2023-06-01: 6
+    amount:
+      2023-06-01: 33

policyengine_us/parameters/gov/states/mt/dhs/tanf/work_requirement/required_hours/single_parent/higher/amount.yaml

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+description: Montana requires this higher amount of weekly working hours under the Temporary Assistance for Needy Families program, if they do not include young child member.
+
+values:
+  2023-06-01: 33
+
+metadata:
+  unit: hour
+  period: week
+  label: Montana TANF work requirement higher amount
+  reference:
+    - title: TANF 705-1 Participation Hours # Single-Parent Household Work Activity Requirements
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF705.1.pdf

policyengine_us/parameters/gov/states/mt/dhs/tanf/work_requirement/required_hours/single_parent/lower/amount.yaml

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+description: Montana requires this higher amount of weekly working hours under the Temporary Assistance for Needy Families program, if they do include young child member.
+
+values:
+  2023-06-01: 27
+
+metadata:
+  unit: hour
+  period: week
+  label: Montana TANF work requirement lower amount
+  reference:
+    - title: TANF 705-1 Participation Hours # Single-Parent Household Work Activity Requirements
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF705.1.pdf

policyengine_us/parameters/gov/states/mt/dhs/tanf/work_requirement/required_hours/two_parents/amount.yaml

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+description: Montana requires this amount of weekly working hours for two-parent applicants under the Temporary Assistance for Needy Families program.
+
+values:
+  2023-06-01: 33
+
+metadata:
+  unit: hour
+  period: week
+  label: Montana TANF two-parent work requirement amount
+  reference:
+    - title: TANF 705-1 Participation Hours # Two-Parent Household Work Activity Requirements
+      href: https://dphhs.mt.gov/assets/hcsd/tanfmanual/TANF705.1.pdf

policyengine_us/tests/policy/baseline/gov/states/mt/dhs/tanf/assistance_unit/mt_tanf_assistance_unit_fpg.yaml

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+- name: Case 1, assistance unit size 1 in 2023.
+  period: 2024-01
+  absolute_error_margin: 0.1
+  input:
+    mt_tanf_assistance_unit_size: 1
+    state_code: MT
+  output:
+    mt_tanf_assistance_unit_fpg: 1_215
+
+- name: Case 2, assistance unit size 3 in 2023.
+  period: 2023-01
+  absolute_error_margin: 0.1
+  input:
+    mt_tanf_assistance_unit_size: 3
+    state_code: MT
+  output:
+    mt_tanf_assistance_unit_fpg: 1132.5 + 393.3 * (3 -1)
+
+- name: Case 3, assistance unit size 1 in 2023-01.
+  period: 2023-01
+  absolute_error_margin: 0.1
+  input:
+    mt_tanf_assistance_unit_size: 1
+    state_code: MT
+  output:
+    mt_tanf_assistance_unit_fpg: 1_132.5  # 13_590 / 12
+
+- name: Case 4, assistance unit size 3 in 2023-01.
+  period: 2023-01
+  absolute_error_margin: 0.1
+  input:
+    mt_tanf_assistance_unit_size: 3
+    state_code: MT
+  output:
+    mt_tanf_assistance_unit_fpg: 1_919.1 # (13_590 + 2 * 4_720)/12
+
+- name: Case 5, assistance unit capped size in 2023-01.
+  period: 2023-01
+  absolute_error_margin: 0.1
+  input:
+    mt_tanf_assistance_unit_size: 25
+    state_code: MT
+  output:
+    # capped at 20-person household, monthly FPG = (13,590 + 19 * 4,720) / 12
+    mt_tanf_assistance_unit_fpg: 8_605.8
+
+- name: Case 6, assitance unit size 3, covering Jan - Jun and Jul - Dec FPG change
+  period: 2023
+  absolute_error_margin: 0.1
+  input:
+    mt_tanf_assistance_unit_size: 3
+    state_code: MT
+  output:
+    mt_tanf_assistance_unit_fpg: 14_085 + 2 * (6 * 393.33 + 6 * 428.33)

policyengine_us/tests/policy/baseline/gov/states/mt/dhs/tanf/assistance_unit/mt_tanf_assistance_unit_size.yaml

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+- name: Case 1, all members eligible for payment. 
+  period: 2023-01
+  input:
+    people:
+      person1:
+        mt_tanf_payment_eligible_parent: true
+      person2:
+        mt_tanf_payment_eligible_child: true
+      person3: 
+        mt_tanf_payment_eligible_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: MT
+  output:
+    mt_tanf_assistance_unit_size: 3
+
+- name: Case 2, two of the three members eligible for payment. 
+  period: 2023-01
+  input:
+    people:
+      person1:
+        mt_tanf_payment_eligible_parent: true
+      person2:
+        mt_tanf_payment_eligible_child: true
+      person3: 
+        mt_tanf_payment_eligible_child: false
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: MT
+  output:
+    mt_tanf_assistance_unit_size: 2
+
+- name: Case 3, all members eligible for payment. 
+  period: 2023-01
+  input:
+    people:
+      person1:
+        mt_tanf_payment_eligible_parent: true
+      person2:
+        mt_tanf_payment_eligible_child: false
+      person3: 
+        mt_tanf_payment_eligible_child: false
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: MT
+  output:
+    mt_tanf_assistance_unit_size: 1