Implement Ohio Works First (OWF) (TANF)

changelog_entry.yaml

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+- bump: minor
+  changes:
+    added:
+    - Ohio Works First (OWF) cash assistance program.

policyengine_us/parameters/gov/states/oh/odjfs/owf/income/deductions/earned_income_disregard/flat_amount.yaml

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+description: Ohio deducts this flat amount from gross earned income under Ohio Works First program.
+
+values:
+  2023-10-01: 250
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Ohio Works First earned income flat disregard
+  reference:
+    - title: Ohio Revised Code § 5107.10(D)(3) - Two hundred-fifty dollar disregard
+      href: https://codes.ohio.gov/ohio-revised-code/section-5107.10

policyengine_us/parameters/gov/states/oh/odjfs/owf/income/deductions/earned_income_disregard/percentage_of_disregard.yaml

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+description: Ohio disregards this share of remaining earned income after the flat amount deduction under Ohio Works First program.
+
+values:
+  2023-10-01: 0.5
+
+metadata:
+  unit: /1
+  period: month
+  label: Ohio Works First earned income percentage disregard
+  reference:
+    - title: Ohio Revised Code § 5107.10(D)(3) - One-half of remainder disregard
+      href: https://codes.ohio.gov/ohio-revised-code/section-5107.10

policyengine_us/parameters/gov/states/oh/odjfs/owf/initial_eligibility/income_limit_rate.yaml

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+description: Ohio applies this percentage of federal poverty level as initial eligibility income limit under Ohio Works First program.
+
+values:
+  2023-10-01: 0.5
+
+metadata:
+  unit: /1
+  period: year
+  label: Ohio Works First initial eligibility income limit rate
+  reference:
+    - title: Ohio Revised Code § 5107.10(D) - Gross income cannot exceed 50% of federal poverty guidelines
+      href: https://codes.ohio.gov/ohio-revised-code/section-5107.10
+    - title: ODJFS OWF Payment Standards Table - Initial Eligibility Test column
+      href: https://dam.assets.ohio.gov/image/upload/jfs.ohio.gov/ofam/OWFPaymentStandards.pdf

policyengine_us/parameters/gov/states/oh/odjfs/owf/payment_standard/additional_person_increment.yaml

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+description: Ohio adds this amount to the payment standard for each additional person under Ohio Works First program.
+
+values:
+  2025-01-01: 155
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Ohio Works First additional person increment
+  reference:
+    - title: ODJFS Action Change Transmittal Letter No. 295 - January 1, 2025 COLA Increase
+      href: https://emanuals.jfs.ohio.gov/CashFoodAssist/CAM/ACT/
+    - title: Ohio Administrative Code 5101:1-23-40 - Payments
+      href: http://codes.ohio.gov/oac/5101:1-23-40

policyengine_us/parameters/gov/states/oh/odjfs/owf/payment_standard/amounts.yaml

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+description: Ohio sets this monthly payment standard for Ohio Works First program.
+metadata:
+  unit: currency-USD
+  period: month
+  label: Ohio Works First payment standard amounts
+  breakdown:
+    - range(1, 9)
+  reference:
+    - title: ODJFS Action Change Transmittal Letter No. 295 - January 1, 2025 COLA Increase
+      href: https://emanuals.jfs.ohio.gov/CashFoodAssist/CAM/ACT/
+    - title: Ohio Revised Code § 5107.04 - Payment standard adjustments
+      href: https://codes.ohio.gov/ohio-revised-code/section-5107.04
+    - title: Ohio Administrative Code 5101:1-23-40 - Payments
+      href: http://codes.ohio.gov/oac/5101:1-23-40
+
+1:
+  2025-01-01: 372
+2:
+  2025-01-01: 507
+3:
+  2025-01-01: 623
+4:
+  2025-01-01: 768
+5:
+  2025-01-01: 899
+6:
+  2025-01-01: 1_000
+7:
+  2025-01-01: 1_118
+8:
+  2025-01-01: 1_240

policyengine_us/tests/policy/baseline/gov/states/oh/odjfs/owf/integration.yaml

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+- name: Single parent with two children and moderate earned income receives benefit
+  period: 2025-01
+  input:
+    people:
+      parent:
+        age: 32
+        employment_income_before_lsr: 9_600
+      child1:
+        age: 5
+        is_tax_unit_dependent: true
+      child2:
+        age: 8
+        is_tax_unit_dependent: true
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2]
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: OH
+  output:
+    # Income calculation:
+    # Gross earned income: $9,600/year = $800/month
+    # Earned income disregard: $250 + 50% of remainder
+    # $800 - $250 = $550; $550 × 50% = $275 disregarded
+    # Countable income: $550 - $275 = $275/month
+    #
+    # Payment standard for 3: $623/month
+    # Benefit: $623 - $275 = $348/month
+    oh_owf_countable_income: 275
+    oh_owf_payment_standard: 623
+    oh_owf_income_eligible: true
+    oh_owf_eligible: true
+    oh_owf: 348
+
+- name: Single parent with one child and no income receives maximum benefit
+  period: 2025-01
+  input:
+    people:
+      parent:
+        age: 28
+      child1:
+        age: 3
+        is_tax_unit_dependent: true
+    spm_units:
+      spm_unit:
+        members: [parent, child1]
+    households:
+      household:
+        members: [parent, child1]
+        state_code: OH
+  output:
+    # No income means no disregard needed
+    # Countable income: $0
+    # Payment standard for 2: $507/month (January 2025 COLA increase)
+    oh_owf_countable_income: 0
+    oh_owf_payment_standard: 507
+    oh_owf_income_eligible: true
+    oh_owf_eligible: true
+    oh_owf: 507
+
+- name: Single parent with earned and unearned income receives reduced benefit
+  period: 2025-01
+  input:
+    people:
+      parent:
+        age: 40
+        employment_income_before_lsr: 6_000
+        social_security: 4_800
+      child1:
+        age: 14
+        is_tax_unit_dependent: true
+      child2:
+        age: 16
+        is_tax_unit_dependent: true
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2]
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: OH
+  output:
+    # Earned: $6,000/year = $500/month
+    # Disregard: $500 - $250 = $250; $250 × 50% = $125
+    # Countable earned: $250 - $125 = $125/month
+    #
+    # Unearned: $4,800/year = $400/month (no disregard)
+    # Total countable: $125 + $400 = $525/month
+    #
+    # Payment standard for 3: $623/month
+    # Benefit: $623 - $525 = $98/month
+    oh_owf_countable_income: 525
+    oh_owf_payment_standard: 623
+    oh_owf_income_eligible: true
+    oh_owf_eligible: true
+    oh_owf: 98
+
+- name: Family with income above payment standard receives no benefit
+  period: 2025-01
+  input:
+    people:
+      parent:
+        age: 35
+        employment_income_before_lsr: 18_000
+      child1:
+        age: 6
+        is_tax_unit_dependent: true
+      child2:
+        age: 9
+        is_tax_unit_dependent: true
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2]
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: OH
+  output:
+    # Earned: $18,000/year = $1,500/month
+    # Disregard: $1,500 - $250 = $1,250; $1,250 × 50% = $625
+    # Countable: $1,250 - $625 = $625/month
+    #
+    # Payment standard for 3: $623/month
+    # Countable income ($625) >= payment standard ($623)
+    # Not income eligible, no benefit
+    oh_owf_countable_income: 625
+    oh_owf_payment_standard: 623
+    oh_owf_income_eligible: false
+    oh_owf_eligible: false
+    oh_owf: 0
+
+- name: Two adults with no children are not eligible
+  period: 2025-01
+  input:
+    people:
+      adult1:
+        age: 28
+      adult2:
+        age: 30
+    spm_units:
+      spm_unit:
+        members: [adult1, adult2]
+    households:
+      household:
+        members: [adult1, adult2]
+        state_code: OH
+  output:
+    # No minor children means categorically ineligible
+    # Must have at least one minor child or be pregnant
+    oh_owf_eligible: false
+    oh_owf: 0

policyengine_us/tests/policy/baseline/gov/states/oh/odjfs/owf/oh_owf_countable_income.yaml

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+- name: Case 1, no income.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 0
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 0
+- name: Case 2, earned income only, low amount.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 6000
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 125.0
+- name: Case 3, earned income only, moderate amount.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 12000
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 375.0
+- name: Case 4, unearned income only.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 0
+    social_security: 6000
+    state_code: OH
+  output:
+    oh_owf_countable_income: 500.0
+- name: Case 5, both earned and unearned income.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 9600
+    social_security: 3600
+    state_code: OH
+  output:
+    oh_owf_countable_income: 575.0
+- name: Case 6, earned income below disregard threshold.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 2400
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 0
+- name: Case 7, earned income exactly at disregard threshold.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 3000
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 0
+- name: Case 8, high earned income.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 24000
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 875.0
+- name: Case 9, earned income one dollar over disregard threshold.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 3012
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 0.5
+- name: Case 10, very high earned income.
+  period: 2025-01
+  absolute_error_margin: 0.1
+  input:
+    employment_income_before_lsr: 100000
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 4041.67
+- name: Case 11, small unearned income only.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 0
+    social_security: 1200
+    state_code: OH
+  output:
+    oh_owf_countable_income: 100.0
+- name: Case 12, small earned income with small unearned income.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 3600
+    social_security: 1200
+    state_code: OH
+  output:
+    oh_owf_countable_income: 125.0
+- name: Case 13, earned income at boundary below disregard.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 2999
+    social_security: 0
+    state_code: OH
+  output:
+    oh_owf_countable_income: 0
+- name: Case 14, mixed income with high unearned component.
+  period: 2025-01
+  input:
+    employment_income_before_lsr: 6000
+    social_security: 12000
+    state_code: OH
+  output:
+    oh_owf_countable_income: 1125.0