Backdate Indiana TANF parameters to program inception

changelog.d/backdate-federal-tanf-income-sources.changed.md

@@ -0,0 +1 @@
+Backdate federal TANF earned and unearned income source parameters to 1997-07-01.

changelog.d/backdate-in-tanf.added.md

@@ -0,0 +1 @@
+Backdate Indiana TANF parameters to 1997 program inception. Differentiate applicant vs. recipient income deductions with 4-month earned income disregard limit.

policyengine_us/parameters/gov/states/in/fssa/tanf/eligibility/continuing/fpg_rate.yaml

@@ -1,12 +1,14 @@
 description: Indiana uses this multiplier of the federal poverty guideline for continuing eligibility under the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 1
+  1997-10-01: 1
 
 metadata:
   unit: /1
   period: month
   label: Indiana TANF continuing eligibility FPG rate
   reference:
-    - title: 470 IAC 10.3-4-1
+    - title: 470 IAC 10.3-4-1 (net income at or below 100% FPG)
       href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-1
+    - title: FSSA DFR Chapter 3000, Section 3010.15.05 (100% FPG continuing eligibility)
+      href: https://www.in.gov/fssa/dfr/files/3000.pdf#page=5

policyengine_us/parameters/gov/states/in/fssa/tanf/income/deductions/benefit/earned_income_disregard/rate.yaml

@@ -1,7 +1,7 @@
 description: Indiana excludes this share of earned income when calculating benefits under the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 0.75
+  1997-10-01: 0.75
 
 metadata:
   unit: /1
@@ -10,3 +10,5 @@ metadata:
   reference:
     - title: 470 IAC 10.3-4-4(d)(1)
       href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-4
+    - title: FSSA DFR Chapter 3400, Section 3450.35.05 (75% earned income disregard)
+      href: https://www.in.gov/fssa/dfr/files/3400.pdf#page=41

policyengine_us/parameters/gov/states/in/fssa/tanf/income/deductions/eligibility/earned_income_disregard/months.yaml

@@ -0,0 +1,14 @@
+description: Indiana applies the earned income disregard for this number of months under the Temporary Assistance for Needy Families program.
+
+values:
+  1997-10-01: 4
+
+metadata:
+  unit: month
+  period: month
+  label: Indiana TANF eligibility earned income disregard months
+  reference:
+    - title: 470 IAC 10.3-4-4(c)(2)
+      href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-4
+    - title: FSSA DFR Chapter 3400, Section 3450.25.00 ($30 and 1/3 disregard)
+      href: https://www.in.gov/fssa/dfr/files/3400.pdf#page=38

policyengine_us/parameters/gov/states/in/fssa/tanf/income/deductions/eligibility/earned_income_disregard/rate.yaml

@@ -1,7 +1,7 @@
 description: Indiana excludes this share of earned income when determining eligibility under the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 0.33
+  1997-10-01: 0.33
 
 metadata:
   unit: /1
@@ -10,3 +10,5 @@ metadata:
   reference:
     - title: 470 IAC 10.3-4-4(c)(2)
       href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-4
+    - title: FSSA DFR Chapter 3400, Section 3450.25.00 ($30 and 1/3 disregard)
+      href: https://www.in.gov/fssa/dfr/files/3400.pdf#page=38

policyengine_us/parameters/gov/states/in/fssa/tanf/income/deductions/eligibility/flat_disregard/amount.yaml

@@ -1,7 +1,7 @@
 description: Indiana deducts this amount from earned income when determining eligibility under the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 30
+  1997-10-01: 30
 
 metadata:
   unit: currency-USD
@@ -10,3 +10,5 @@ metadata:
   reference:
     - title: 470 IAC 10.3-4-4(c)(2)
       href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-4
+    - title: FSSA DFR Chapter 3400, Section 3450.25.00 ($30 and 1/3 disregard)
+      href: https://www.in.gov/fssa/dfr/files/3400.pdf#page=38

policyengine_us/parameters/gov/states/in/fssa/tanf/income/deductions/work_expense/amount.yaml

@@ -1,7 +1,7 @@
 description: Indiana deducts this amount from gross earned income as work-related expenses under the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 90
+  1997-10-01: 90
 
 metadata:
   unit: currency-USD
@@ -10,3 +10,5 @@ metadata:
   reference:
     - title: 470 IAC 10.3-4-4(c)(1)
       href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-4
+    - title: FSSA DFR Chapter 3400, Section 3450.20.00 ($90 work expense disregard)
+      href: https://www.in.gov/fssa/dfr/files/3400.pdf#page=38

policyengine_us/parameters/gov/states/in/fssa/tanf/resources/limit/at_application/amount.yaml

@@ -1,12 +1,14 @@
 description: Indiana limits resources to this amount when applying for the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 1_000
+  1997-10-01: 1_000
 
 metadata:
   unit: currency-USD
   period: month
   label: Indiana TANF resource limit at application amount
   reference:
-    - title: 470 IAC 10.3-4-2
+    - title: 470 IAC 10.3-4-2(1)
       href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-2
+    - title: FSSA DFR Chapter 3000, Section 3005.10.00 (resource limits)
+      href: https://www.in.gov/fssa/dfr/files/3000.pdf#page=2

policyengine_us/parameters/gov/states/in/fssa/tanf/resources/limit/while_receiving/amount.yaml

@@ -1,12 +1,17 @@
 description: Indiana limits resources to this amount while receiving the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 10_000
+  1997-10-01: 1_500
+  2022-07-01: 10_000
 
 metadata:
   unit: currency-USD
   period: month
   label: Indiana TANF resource limit while receiving amount
   reference:
-    - title: IC 12-14-1-1(b)
+    - title: IC 12-14-1-1(b), as amended by P.L.83-2022, SEC.2
       href: https://iga.in.gov/laws/2025/ic/titles/12/#12-14-1-1
+    - title: FSSA DFR Chapter 3000, Section 3005.10.00 (resource limits effective 7/1/2022)
+      href: https://www.in.gov/fssa/dfr/files/3000.pdf#page=2
+    - title: Urban Institute Welfare Rules Database, Table L8 ($1,500 recipient limit as of July 1998)
+      href: https://wrd.urban.org/sites/default/files/documents/2023-09/311111-The-Welfare-Rules-Databook-State-Policies-as-of-July--.PDF#page=160

policyengine_us/parameters/gov/states/in/fssa/tanf/resources/vehicle_exemption/amount.yaml

@@ -1,7 +1,10 @@
 description: Indiana excludes this amount of vehicle equity from countable resources under the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 20_000
+  1997-10-01: 1_000
+  1999-07-01: 5_000
+  2021-07-01: 10_000
+  2022-07-01: 20_000
 
 metadata:
   unit: currency-USD
@@ -10,3 +13,7 @@ metadata:
   reference:
     - title: IC 12-14-2-1(b)(2)
       href: https://iga.in.gov/laws/2025/ic/titles/12/#12-14-2-1
+    - title: FSSA DFR Chapter 2600, Section 2615.60.15 ($10,000 until 6/30/2022, $20,000 effective 7/1/2022)
+      href: https://www.in.gov/fssa/dfr/files/2600.pdf#page=30
+    - title: Urban Institute Welfare Rules Database, Table L9 ($1,000 at inception, $5,000 from July 1999, $10,000 from July 2021)
+      href: https://wrd.urban.org/welfare-rules-databook

policyengine_us/parameters/gov/states/in/fssa/tanf/standard_of_need/amount.yaml

@@ -1,24 +1,34 @@
 description: Indiana provides this amount as the standard of need under the Temporary Assistance for Needy Families program.
 
 1:
+  1997-10-01: 139
   2023-07-01: 155
 2:
+  1997-10-01: 229
   2023-07-01: 255
 3:
+  1997-10-01: 288
   2023-07-01: 320
 4:
+  1997-10-01: 346
   2023-07-01: 385
 5:
+  1997-10-01: 405
   2023-07-01: 450
 6:
+  1997-10-01: 463
   2023-07-01: 515
 7:
+  1997-10-01: 522
   2023-07-01: 580
 8:
+  1997-10-01: 580
   2023-07-01: 645
 9:
+  1997-10-01: 639
   2023-07-01: 710
 10:
+  1997-10-01: 697
   2023-07-01: 775
 
 metadata:
@@ -27,10 +37,12 @@ metadata:
   breakdown:
     - range(1, 11)
   breakdown_labels:
-    - Household size
+    - Assistance unit size
   label: Indiana TANF standard of need amount
   reference:
     - title: 470 IAC 10.3-4-3(a)(1)
       href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-3
-    - title: IC 12-14-2-5
+    - title: IC 12-14-2-5 (amount of assistance; standard of need)
       href: https://iga.in.gov/laws/2025/ic/titles/12/#12-14-2-5
+    - title: Indiana DCS Unlicensed Relative Placements, Table 3 (corroborates pre-2023 standard of need values)
+      href: https://www.in.gov/dcs/files/16.2%20Assistance%20for%20Unlicensed%20Relative%20Placements.pdf#page=7

policyengine_us/parameters/gov/states/in/fssa/tanf/standard_of_need/max_unit_size.yaml

@@ -1,12 +1,12 @@
 description: Indiana sets this as the maximum unit size for standard of need lookup under the Temporary Assistance for Needy Families program.
 
 values:
-  2023-07-01: 10
+  1997-10-01: 10
 
 metadata:
   unit: person
   period: year
   label: Indiana TANF standard of need max unit size
   reference:
-    - title: 470 IAC 10.3-4-3
+    - title: 470 IAC 10.3-4-3(a)(1)
       href: https://iar.iga.in.gov/code/2026/470/10.3#470-10.3-4-3

policyengine_us/tests/policy/baseline/gov/states/in/fssa/tanf/benefit/in_tanf_payment_standard.yaml

@@ -49,6 +49,30 @@
   output:
     in_tanf_payment_standard: 515
 
+- name: Payment standard for family of 7
+  period: 2024-01
+  input:
+    spm_unit_size: 7
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 580
+
+- name: Payment standard for family of 8
+  period: 2024-01
+  input:
+    spm_unit_size: 8
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 645
+
+- name: Payment standard for family of 9
+  period: 2024-01
+  input:
+    spm_unit_size: 9
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 710
+
 - name: Payment standard for family of 10
   period: 2024-01
   input:

policyengine_us/tests/policy/baseline/gov/states/in/fssa/tanf/benefit/in_tanf_payment_standard_historical.yaml

@@ -0,0 +1,108 @@
+# Historical payment standard tests (pre-SEA 265 era)
+# Benefits were frozen at 1988 AFDC levels from 1997-10-01 through 2023-06-30
+
+- name: Pre-reform payment standard for family of 1
+  period: 2020-01
+  input:
+    spm_unit_size: 1
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 139
+
+- name: Pre-reform payment standard for family of 2
+  period: 2020-01
+  input:
+    spm_unit_size: 2
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 229
+
+- name: Pre-reform payment standard for family of 3
+  period: 2020-01
+  input:
+    spm_unit_size: 3
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 288
+
+- name: Pre-reform payment standard for family of 4
+  period: 2020-01
+  input:
+    spm_unit_size: 4
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 346
+
+- name: Pre-reform payment standard for family of 5
+  period: 2020-01
+  input:
+    spm_unit_size: 5
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 405
+
+- name: Pre-reform payment standard for family of 6
+  period: 2020-01
+  input:
+    spm_unit_size: 6
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 463
+
+- name: Pre-reform payment standard for family of 7
+  period: 2020-01
+  input:
+    spm_unit_size: 7
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 522
+
+- name: Pre-reform payment standard for family of 8
+  period: 2020-01
+  input:
+    spm_unit_size: 8
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 580
+
+- name: Pre-reform payment standard for family of 9
+  period: 2020-01
+  input:
+    spm_unit_size: 9
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 639
+
+- name: Pre-reform payment standard for family of 10
+  period: 2020-01
+  input:
+    spm_unit_size: 10
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 697
+
+# Transition boundary tests
+
+- name: Pre-reform January 2023 still uses old values
+  period: 2023-01
+  input:
+    spm_unit_size: 3
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 288
+
+- name: Post-reform January 2024 uses new values
+  period: 2024-01
+  input:
+    spm_unit_size: 3
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 320
+
+- name: Pre-reform era at program inception (1998)
+  period: 1998-01
+  input:
+    spm_unit_size: 3
+    state_code: IN
+  output:
+    in_tanf_payment_standard: 288