Add Utah TANF program

changelog_entry.yaml

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+- bump: minor
+  changes:
+    added:
+      - Adds Utah Temporary Assistance for Needy Families (TANF) program.

policyengine_us/parameters/gov/states/ut/dwf/fep/income/deductions/earned_income_disregard/rate.yaml

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+description: Utah disregards this share of remaining earned income after the work expense allowance under the Family Employment Program.
+
+metadata:
+  unit: /1
+  period: month
+  label: Utah FEP earned income disregard rate
+  reference:
+    - title: Utah Admin. Code R986-200-239(2)(b)
+      href: https://www.law.cornell.edu/regulations/utah/Utah-Admin-Code-R986-200-239
+
+values:
+  2022-10-01: 0.5

policyengine_us/parameters/gov/states/ut/dwf/fep/income/deductions/work_expense_allowance/amount.yaml

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+description: Utah deducts this work expense allowance per employed person from earned income under the Family Employment Program.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Utah FEP work expense allowance amount
+  reference:
+    - title: Utah Admin. Code R986-200-239(2)(a)
+      href: https://www.law.cornell.edu/regulations/utah/Utah-Admin-Code-R986-200-239
+
+values:
+  2022-10-01: 100

policyengine_us/parameters/gov/states/ut/dwf/fep/income/gross_income_limit/rate.yaml

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+description: Utah limits gross income to this share of the Standard Needs Budget under the Family Employment Program.
+
+metadata:
+  unit: /1
+  period: month
+  label: Utah FEP gross income limit rate
+  reference:
+    - title: Utah Admin. Code R986-200-239(1)
+      href: https://www.law.cornell.edu/regulations/utah/Utah-Admin-Code-R986-200-239
+
+values:
+  2022-10-01: 1.85

policyengine_us/parameters/gov/states/ut/dwf/fep/payment_standard/amount.yaml

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+description: Utah provides up to this maximum benefit amount under the Family Employment Program, based on household size.
+
+metadata:
+  unit: currency-USD
+  period: month
+  breakdown:
+    - range(1, 20)
+  label: Utah FEP maximum benefit amount
+  reference:
+    - title: Utah Admin. Code R986-200-239
+      href: https://www.law.cornell.edu/regulations/utah/Utah-Admin-Code-R986-200-239
+    - title: Utah DWS Table 1 - Financial Monthly Income Limits and Assistance Amounts
+      href: https://jobs.utah.gov/Infosource/eligibilitymanual/Tables,_Appendicies,_and_Charts/Tables,_Appendicies,_and_Charts/Table_1_-_Financial_Monthly_Income_Limits_and_Assistance_Amounts.htm
+
+1:
+  2022-10-01: 383
+2:
+  2022-10-01: 531
+3:
+  2022-10-01: 662
+4:
+  2022-10-01: 775
+5:
+  2022-10-01: 882
+6:
+  2022-10-01: 972
+7:
+  2022-10-01: 1_017
+8:
+  2022-10-01: 1_065
+9:
+  2022-10-01: 1_116
+10:
+  2022-10-01: 1_162
+11:
+  2022-10-01: 1_210
+12:
+  2022-10-01: 1_258
+13:
+  2022-10-01: 1_306
+14:
+  2022-10-01: 1_354
+15:
+  2022-10-01: 1_403
+16:
+  2022-10-01: 1_450
+17:
+  2022-10-01: 1_498
+18:
+  2022-10-01: 1_546
+19:
+  2022-10-01: 1_594

policyengine_us/parameters/gov/states/ut/dwf/fep/payment_standard/max_unit_size.yaml

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+description: Utah defines the Family Employment Program payment schedule up to this maximum household size.
+
+metadata:
+  unit: person
+  period: month
+  label: Utah FEP maximum unit size for payment schedule
+  reference:
+    - title: Utah DWS Table 1 - Financial Monthly Income Limits and Assistance Amounts
+      href: https://jobs.utah.gov/Infosource/eligibilitymanual/Tables,_Appendicies,_and_Charts/Tables,_Appendicies,_and_Charts/Table_1_-_Financial_Monthly_Income_Limits_and_Assistance_Amounts.htm
+
+values:
+  2022-10-01: 19

policyengine_us/parameters/gov/states/ut/dwf/fep/resources/limit/amount.yaml

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+description: Utah limits the Family Employment Program to households with countable resources at or below this amount.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Utah FEP resource limit amount
+  reference:
+    - title: Utah Admin. Code R986-200-230(5)
+      href: https://www.law.cornell.edu/regulations/utah/Utah-Admin-Code-R986-200-230
+
+values:
+  2022-10-01: 2_000

policyengine_us/parameters/gov/states/ut/dwf/fep/standard_needs_budget/amount.yaml

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+description: Utah Standard Needs Budget (SNB) for the Family Employment Program, based on household size. The SNB is determined by the Department based on a survey of basic living expenses per R986-200-239(1).
+
+metadata:
+  unit: currency-USD
+  period: month
+  breakdown:
+    - range(1, 20)
+  label: Utah FEP Standard Needs Budget (SNB)
+  reference:
+    - title: Utah Admin. Code R986-200-239(1)
+      href: https://www.law.cornell.edu/regulations/utah/Utah-Admin-Code-R986-200-239
+    - title: Utah DWS Table 1 - Financial Monthly Income Limits and Assistance Amounts
+      href: https://jobs.utah.gov/Infosource/eligibilitymanual/Tables,_Appendicies,_and_Charts/Tables,_Appendicies,_and_Charts/Table_1_-_Financial_Monthly_Income_Limits_and_Assistance_Amounts.htm
+
+1:
+  2022-10-01: 329
+2:
+  2022-10-01: 456
+3:
+  2022-10-01: 568
+4:
+  2022-10-01: 665
+5:
+  2022-10-01: 757
+6:
+  2022-10-01: 834
+7:
+  2022-10-01: 873
+8:
+  2022-10-01: 914
+9:
+  2022-10-01: 957
+10:
+  2022-10-01: 997
+11:
+  2022-10-01: 1_038
+12:
+  2022-10-01: 1_079
+13:
+  2022-10-01: 1_120
+14:
+  2022-10-01: 1_161
+15:
+  2022-10-01: 1_203
+16:
+  2022-10-01: 1_244
+17:
+  2022-10-01: 1_285
+18:
+  2022-10-01: 1_326
+19:
+  2022-10-01: 1_367

policyengine_us/tests/policy/baseline/gov/states/ut/dwf/fep/benefit/ut_fep_payment_standard.yaml

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+# Unit tests for ut_fep_payment_standard (maximum benefit by family size)
+# Payment standard is 87.5% of Standard Needs Budget (SNB)
+# Reference: Utah Admin. Code R986-200-239
+# Source: https://jobs.utah.gov/Infosource/eligibilitymanual/Tables
+#
+# 2022 Payment Standards (87.5% SNB):
+#   Size 1: $383, Size 2: $531, Size 3: $662
+#   Size 4: $775, Size 5: $882, Size 6: $972
+#   Size 7: $1,017, Size 8: $1,065
+
+- name: Family size 1 - payment standard $383.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 1
+  output:
+    ut_fep_payment_standard: 383
+
+- name: Family size 2 - payment standard $531.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 2
+  output:
+    ut_fep_payment_standard: 531
+
+- name: Family size 3 - payment standard $662.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 3
+  output:
+    ut_fep_payment_standard: 662
+
+- name: Family size 4 - payment standard $775.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 4
+  output:
+    ut_fep_payment_standard: 775
+
+- name: Family size 5 - payment standard $882.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 5
+  output:
+    ut_fep_payment_standard: 882
+
+- name: Family size 6 - payment standard $972.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 6
+  output:
+    ut_fep_payment_standard: 972
+
+- name: Family size 7 - payment standard $1,017.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 7
+  output:
+    ut_fep_payment_standard: 1_017
+
+- name: Family size 8 - payment standard $1,065.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 8
+  output:
+    ut_fep_payment_standard: 1_065

policyengine_us/tests/policy/baseline/gov/states/ut/dwf/fep/eligibility/ut_fep_eligible.yaml

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+# Unit tests for ut_fep_eligible (final eligibility determination)
+# Utah TANF eligibility requires:
+#   - Demographic eligibility (uses federal baseline)
+#   - Income eligibility (gross and net tests)
+#   - Resource eligibility
+# Reference: Utah Admin. Code R986-200
+
+- name: All eligibility criteria met - eligible.
+  period: 2024-01
+  input:
+    state_code: UT
+    is_demographic_tanf_eligible: true
+    ut_fep_income_eligible: true
+    ut_fep_resources_eligible: true
+  output:
+    ut_fep_eligible: true
+
+- name: Demographic ineligible - not eligible.
+  period: 2024-01
+  input:
+    state_code: UT
+    is_demographic_tanf_eligible: false
+    ut_fep_income_eligible: true
+    ut_fep_resources_eligible: true
+  output:
+    ut_fep_eligible: false
+
+- name: Income ineligible - not eligible.
+  period: 2024-01
+  input:
+    state_code: UT
+    is_demographic_tanf_eligible: true
+    ut_fep_income_eligible: false
+    ut_fep_resources_eligible: true
+  output:
+    ut_fep_eligible: false
+
+- name: Resource ineligible - not eligible.
+  period: 2024-01
+  input:
+    state_code: UT
+    is_demographic_tanf_eligible: true
+    ut_fep_income_eligible: true
+    ut_fep_resources_eligible: false
+  output:
+    ut_fep_eligible: false
+
+- name: All criteria not met - not eligible.
+  period: 2024-01
+  input:
+    state_code: UT
+    is_demographic_tanf_eligible: false
+    ut_fep_income_eligible: false
+    ut_fep_resources_eligible: false
+  output:
+    ut_fep_eligible: false

policyengine_us/tests/policy/baseline/gov/states/ut/dwf/fep/eligibility/ut_fep_gross_income_eligible.yaml

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+# Unit tests for ut_fep_gross_income_eligible (185% SNB gross income test)
+# Gross income must be <= 185% of Standard Needs Budget
+# Reference: Utah Admin. Code R986-200-239
+#
+# 2022 Gross Income Limits (185% SNB):
+#   Size 1: $608, Size 2: $843, Size 3: $1,050
+#   Size 4: $1,230, Size 5: $1,400, Size 6: $1,542
+
+- name: Gross income zero - eligible (family size 3).
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 3
+    tanf_gross_earned_income: 0
+    tanf_gross_unearned_income: 0
+  output:
+    # Gross limit for size 3 = $1,050
+    # Gross income = 0 <= 1,050 - eligible
+    ut_fep_gross_income_eligible: true
+
+- name: Gross income below limit - eligible (family size 3).
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 3
+    tanf_gross_earned_income: 500
+    tanf_gross_unearned_income: 200
+  output:
+    # Gross limit for size 3 = $1,050
+    # Gross income = 500 + 200 = 700 <= 1,050 - eligible
+    ut_fep_gross_income_eligible: true
+
+- name: Gross income at limit - eligible (family size 3).
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 3
+    tanf_gross_earned_income: 800
+    tanf_gross_unearned_income: 250
+  output:
+    # Gross limit for size 3 = $1,050
+    # Gross income = 800 + 250 = 1,050 <= 1,050 - eligible
+    ut_fep_gross_income_eligible: true
+
+- name: Gross income above limit - ineligible (family size 3).
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 3
+    tanf_gross_earned_income: 900
+    tanf_gross_unearned_income: 200
+  output:
+    # Gross limit for size 3 = $1,050
+    # Gross income = 900 + 200 = 1,100 > 1,050 - ineligible
+    ut_fep_gross_income_eligible: false
+
+- name: Gross income at limit for family size 1.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 1
+    tanf_gross_earned_income: 608
+    tanf_gross_unearned_income: 0
+  output:
+    # Gross limit for size 1 = $608
+    # Gross income = 608 <= 608 - eligible
+    ut_fep_gross_income_eligible: true
+
+- name: Gross income above limit for family size 1.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 1
+    tanf_gross_earned_income: 609
+    tanf_gross_unearned_income: 0
+  output:
+    # Gross limit for size 1 = $608
+    # Gross income = 609 > 608 - ineligible
+    ut_fep_gross_income_eligible: false
+
+- name: Larger family size 5 with income at limit.
+  period: 2024-01
+  input:
+    state_code: UT
+    spm_unit_size: 5
+    tanf_gross_earned_income: 1_000
+    tanf_gross_unearned_income: 400
+  output:
+    # Gross limit for size 5 = $1,400
+    # Gross income = 1,000 + 400 = 1,400 <= 1,400 - eligible
+    ut_fep_gross_income_eligible: true