From 15351114fc2e1feb606373321efd5b8ff5de5d2f Mon Sep 17 00:00:00 2001 From: Ziming Date: Wed, 13 May 2026 18:16:41 -0400 Subject: [PATCH 1/3] Backdate MA TAFDC payment standards for FY24 10% increase Adds 2024-04-01 entries to base private_housing, public_housing, and additional_person parameters reflecting the 10% TAFDC grant increase mandated by St. 2023, c. 28, sec. 217 (FY24 budget). Removes the inaccurate comment in additional_person.yaml claiming the amount was unchanged in 2024. Closes #8288 Co-Authored-By: Claude Opus 4.7 (1M context) --- changelog.d/ma-tafdc-fy24-update.fixed.md | 1 + .../income_limit/additional_person.yaml | 4 +--- .../income_limit/base/private_housing.yaml | 10 ++++++++++ .../income_limit/base/public_housing.yaml | 10 ++++++++++ .../gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml | 8 ++++---- .../gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml | 4 ++-- .../tcap/tafdc/ma_tafdc_payment_standard.yaml | 18 ++++++++++++++++++ 7 files changed, 46 insertions(+), 9 deletions(-) create mode 100644 changelog.d/ma-tafdc-fy24-update.fixed.md diff --git a/changelog.d/ma-tafdc-fy24-update.fixed.md b/changelog.d/ma-tafdc-fy24-update.fixed.md new file mode 100644 index 00000000000..71bfe790063 --- /dev/null +++ b/changelog.d/ma-tafdc-fy24-update.fixed.md @@ -0,0 +1 @@ +Backdate Massachusetts TAFDC payment standards to include FY24 (April 2024) 10% increase. diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml index 2b6f438e4cd..da67b605658 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml @@ -4,10 +4,8 @@ values: 2021-01-01: 116 2021-07-01: 126 2022-10-01: 139 + 2024-04-01: 153 - # The amount remained unchanged in 2024 based on the - # mass.gov guidance: https://www.mass.gov/lists/transitional-aid-to-families-with-dependent-children-tafdc-table-of-need-and-payment-standards-704410-704420 - metadata: unit: currency-USD period: month diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml index e92876bf4c7..ef99cf9789c 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml @@ -24,6 +24,7 @@ brackets: 2021-01-01: 467 2021-07-01: 506 2022-10-01: 553 + 2024-04-01: 604 - threshold: 2000-01-01: 2 amount: @@ -31,6 +32,7 @@ brackets: 2021-01-01: 580 2021-07-01: 629 2022-10-01: 688 + 2024-04-01: 753 - threshold: 2000-01-01: 3 amount: @@ -38,6 +40,7 @@ brackets: 2021-01-01: 692 2021-07-01: 753 2022-10-01: 823 + 2024-04-01: 901 - threshold: 2000-01-01: 4 amount: @@ -45,6 +48,7 @@ brackets: 2021-01-01: 800 2021-07-01: 869 2022-10-01: 952 + 2024-04-01: 1_043 - threshold: 2000-01-01: 5 amount: @@ -52,6 +56,7 @@ brackets: 2021-01-01: 911 2021-07-01: 990 2022-10-01: 1_085 + 2024-04-01: 1_190 - threshold: 2000-01-01: 6 amount: @@ -59,6 +64,7 @@ brackets: 2021-01-01: 1_026 2021-07-01: 1_115 2022-10-01: 1_223 + 2024-04-01: 1_341 - threshold: 2000-01-01: 7 amount: @@ -66,6 +72,7 @@ brackets: 2021-01-01: 1_137 2021-07-01: 1_236 2022-10-01: 1_356 + 2024-04-01: 1_488 - threshold: 2000-01-01: 8 amount: @@ -73,6 +80,7 @@ brackets: 2021-01-01: 1_247 2021-07-01: 1_356 2022-10-01: 1_488 + 2024-04-01: 1_633 - threshold: 2000-01-01: 9 amount: @@ -80,6 +88,7 @@ brackets: 2021-01-01: 1_357 2021-07-01: 1_476 2022-10-01: 1_620 + 2024-04-01: 1_786 - threshold: 2000-01-01: 10 amount: @@ -87,3 +96,4 @@ brackets: 2021-01-01: 1_468 2021-07-01: 1_598 2022-10-01: 1_754 + 2024-04-01: 1_939 diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml index b751859b9b1..14d1d7f9690 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml @@ -24,6 +24,7 @@ brackets: 2021-01-01: 427 2021-07-01: 466 2022-10-01: 513 + 2024-04-01: 564 - threshold: 2000-01-01: 2 amount: @@ -31,6 +32,7 @@ brackets: 2021-01-01: 540 2021-07-01: 589 2022-10-01: 648 + 2024-04-01: 713 - threshold: 2000-01-01: 3 amount: @@ -38,6 +40,7 @@ brackets: 2021-01-01: 652 2021-07-01: 712 2022-10-01: 783 + 2024-04-01: 861 - threshold: 2000-01-01: 4 amount: @@ -45,6 +48,7 @@ brackets: 2021-01-01: 760 2021-07-01: 829 2022-10-01: 912 + 2024-04-01: 1_003 - threshold: 2000-01-01: 5 amount: @@ -52,6 +56,7 @@ brackets: 2021-01-01: 871 2021-07-01: 950 2022-10-01: 1_045 + 2024-04-01: 1_150 - threshold: 2000-01-01: 6 amount: @@ -59,6 +64,7 @@ brackets: 2021-01-01: 986 2021-07-01: 1_075 2022-10-01: 1_183 + 2024-04-01: 1_301 - threshold: 2000-01-01: 7 amount: @@ -66,6 +72,7 @@ brackets: 2021-01-01: 1_097 2021-07-01: 1_196 2022-10-01: 1_316 + 2024-04-01: 1_448 - threshold: 2000-01-01: 8 amount: @@ -73,6 +80,7 @@ brackets: 2021-01-01: 1_207 2021-07-01: 1_316 2022-10-01: 1_448 + 2024-04-01: 1_593 - threshold: 2000-01-01: 9 amount: @@ -80,6 +88,7 @@ brackets: 2021-01-01: 1_317 2021-07-01: 1_436 2022-10-01: 1_580 + 2024-04-01: 1_746 - threshold: 2000-01-01: 10 amount: @@ -87,3 +96,4 @@ brackets: 2021-01-01: 1_428 2021-07-01: 1_558 2022-10-01: 1_714 + 2024-04-01: 1_899 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml index 6cc854c2c12..04d8f6ebb58 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml @@ -163,10 +163,10 @@ ma_tafdc_countable_earned_income: [1_800, 0] ma_tafdc_applicable_income_grant_amount: 1_800 ma_tafdc_eligible: true - ma_tafdc_payment_standard: 8_256 #688*12 + ma_tafdc_payment_standard: 9_036 #753*12 ma_tafdc_eligible_dependent: [False, True] ma_tafdc_dependent_care_deduction: 0 - ma_tafdc: 6_956 # 6959/12 = 580 + ma_tafdc: 7_736 # (753 - 150 + 500/12)*12 ma_eaedc_eligible: false ma_eaedc_immigration_status_eligible: true ma_eaedc_financial_eligible: false @@ -209,10 +209,10 @@ ma_tafdc_countable_earned_income: [150, 0] ma_tafdc_applicable_income_grant_amount: 150 ma_tafdc_eligible: true - ma_tafdc_payment_standard: 688 + ma_tafdc_payment_standard: 753 ma_tafdc_eligible_dependent: [False, True] ma_tafdc_dependent_care_deduction: 0 - ma_tafdc: 580 # In 2025-05: 688 - 300 + 41.7 = 429.7 + ma_tafdc: 645 # 753 - 150 + 41.7 = 644.7 ma_eaedc_eligible: true ma_eaedc_immigration_status_eligible: true ma_eaedc_financial_eligible: true diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml index 7d9d3cdb839..4d4fe918756 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml @@ -60,10 +60,10 @@ ma_tafdc_countable_earned_income: [1_800, 0] ma_tafdc_applicable_income_grant_amount: 1_800 ma_tafdc_exceeds_eaedc: true - ma_tafdc_payment_standard: 8_256 #688*12 + ma_tafdc_payment_standard: 9_036 #753*12 ma_tafdc_eligible_dependent: [False, True] ma_tafdc_dependent_care_deduction: 0 - ma_tafdc: 6_956 # 6959/12 = 580 + ma_tafdc: 7_736 # (753 - 150 + 500/12)*12 ma_eaedc_eligible: false ma_eaedc_immigration_status_eligible: true ma_eaedc_financial_eligible: false diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc_payment_standard.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc_payment_standard.yaml index ac8281dff59..b0a1521fabe 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc_payment_standard.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc_payment_standard.yaml @@ -25,3 +25,21 @@ state_code: MA output: ma_tafdc_payment_standard: 1_316 + +- name: Case 4, not in public housing, 2 people, FY24 increase in effect. + period: 2025-01 + input: + spm_unit_size: 2 + is_in_public_housing: false + state_code: MA + output: + ma_tafdc_payment_standard: 753 + +- name: Case 5, in public housing, 2 people, FY24 increase in effect. + period: 2025-01 + input: + spm_unit_size: 2 + is_in_public_housing: true + state_code: MA + output: + ma_tafdc_payment_standard: 713 From 48fe7ae9f40759de518d083db6881faa6af02cf0 Mon Sep 17 00:00:00 2001 From: Ziming Date: Thu, 14 May 2026 13:33:02 -0400 Subject: [PATCH 2/3] Correct effective date to 2025-04-01 (FY25 budget) The FY24 budget's planned April 2024 TAFDC 10% increase was rescinded by Governor Healey's 9C mid-year budget cuts in January 2024 (never took effect). The actual 10% raise is from the FY25 budget, effective April 1, 2025. Sources verified: - MLRI: "Massachusetts FY25 Budget Includes 10% Cash Assistance Increase Starting April 2025" (mlri.org, 2024-08-08) - Children's HealthWatch: documents the FY24 April 2024 increase was cancelled via 9C cuts - DTA Online Guide Memo 2025-10 (TAFDC and EAEDC Grant Increase) Co-Authored-By: Claude Opus 4.7 (1M context) --- changelog.d/ma-tafdc-fy24-update.fixed.md | 1 - changelog.d/ma-tafdc-fy25-correction.fixed.md | 1 + .../income_limit/additional_person.yaml | 2 +- .../income_limit/base/private_housing.yaml | 20 +++++++++---------- .../income_limit/base/public_housing.yaml | 20 +++++++++---------- .../states/ma/dta/tcap/eaedc/ma_eaedc.yaml | 8 ++++---- .../states/ma/dta/tcap/tafdc/ma_tafdc.yaml | 4 ++-- .../tcap/tafdc/ma_tafdc_payment_standard.yaml | 8 ++++---- 8 files changed, 32 insertions(+), 32 deletions(-) delete mode 100644 changelog.d/ma-tafdc-fy24-update.fixed.md create mode 100644 changelog.d/ma-tafdc-fy25-correction.fixed.md diff --git a/changelog.d/ma-tafdc-fy24-update.fixed.md b/changelog.d/ma-tafdc-fy24-update.fixed.md deleted file mode 100644 index 71bfe790063..00000000000 --- a/changelog.d/ma-tafdc-fy24-update.fixed.md +++ /dev/null @@ -1 +0,0 @@ -Backdate Massachusetts TAFDC payment standards to include FY24 (April 2024) 10% increase. diff --git a/changelog.d/ma-tafdc-fy25-correction.fixed.md b/changelog.d/ma-tafdc-fy25-correction.fixed.md new file mode 100644 index 00000000000..37ee1994012 --- /dev/null +++ b/changelog.d/ma-tafdc-fy25-correction.fixed.md @@ -0,0 +1 @@ +Correct effective date of the MA TAFDC 10% grant increase to 2025-04-01 (FY25 budget). The FY24 increase scheduled for April 2024 was cancelled by Governor Healey's 9C mid-year budget cuts in January 2024. diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml index da67b605658..07c21f48e5e 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml @@ -4,7 +4,7 @@ values: 2021-01-01: 116 2021-07-01: 126 2022-10-01: 139 - 2024-04-01: 153 + 2025-04-01: 153 metadata: unit: currency-USD diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml index ef99cf9789c..b76f618828c 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml @@ -24,7 +24,7 @@ brackets: 2021-01-01: 467 2021-07-01: 506 2022-10-01: 553 - 2024-04-01: 604 + 2025-04-01: 604 - threshold: 2000-01-01: 2 amount: @@ -32,7 +32,7 @@ brackets: 2021-01-01: 580 2021-07-01: 629 2022-10-01: 688 - 2024-04-01: 753 + 2025-04-01: 753 - threshold: 2000-01-01: 3 amount: @@ -40,7 +40,7 @@ brackets: 2021-01-01: 692 2021-07-01: 753 2022-10-01: 823 - 2024-04-01: 901 + 2025-04-01: 901 - threshold: 2000-01-01: 4 amount: @@ -48,7 +48,7 @@ brackets: 2021-01-01: 800 2021-07-01: 869 2022-10-01: 952 - 2024-04-01: 1_043 + 2025-04-01: 1_043 - threshold: 2000-01-01: 5 amount: @@ -56,7 +56,7 @@ brackets: 2021-01-01: 911 2021-07-01: 990 2022-10-01: 1_085 - 2024-04-01: 1_190 + 2025-04-01: 1_190 - threshold: 2000-01-01: 6 amount: @@ -64,7 +64,7 @@ brackets: 2021-01-01: 1_026 2021-07-01: 1_115 2022-10-01: 1_223 - 2024-04-01: 1_341 + 2025-04-01: 1_341 - threshold: 2000-01-01: 7 amount: @@ -72,7 +72,7 @@ brackets: 2021-01-01: 1_137 2021-07-01: 1_236 2022-10-01: 1_356 - 2024-04-01: 1_488 + 2025-04-01: 1_488 - threshold: 2000-01-01: 8 amount: @@ -80,7 +80,7 @@ brackets: 2021-01-01: 1_247 2021-07-01: 1_356 2022-10-01: 1_488 - 2024-04-01: 1_633 + 2025-04-01: 1_633 - threshold: 2000-01-01: 9 amount: @@ -88,7 +88,7 @@ brackets: 2021-01-01: 1_357 2021-07-01: 1_476 2022-10-01: 1_620 - 2024-04-01: 1_786 + 2025-04-01: 1_786 - threshold: 2000-01-01: 10 amount: @@ -96,4 +96,4 @@ brackets: 2021-01-01: 1_468 2021-07-01: 1_598 2022-10-01: 1_754 - 2024-04-01: 1_939 + 2025-04-01: 1_939 diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml index 14d1d7f9690..014a47cc846 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml @@ -24,7 +24,7 @@ brackets: 2021-01-01: 427 2021-07-01: 466 2022-10-01: 513 - 2024-04-01: 564 + 2025-04-01: 564 - threshold: 2000-01-01: 2 amount: @@ -32,7 +32,7 @@ brackets: 2021-01-01: 540 2021-07-01: 589 2022-10-01: 648 - 2024-04-01: 713 + 2025-04-01: 713 - threshold: 2000-01-01: 3 amount: @@ -40,7 +40,7 @@ brackets: 2021-01-01: 652 2021-07-01: 712 2022-10-01: 783 - 2024-04-01: 861 + 2025-04-01: 861 - threshold: 2000-01-01: 4 amount: @@ -48,7 +48,7 @@ brackets: 2021-01-01: 760 2021-07-01: 829 2022-10-01: 912 - 2024-04-01: 1_003 + 2025-04-01: 1_003 - threshold: 2000-01-01: 5 amount: @@ -56,7 +56,7 @@ brackets: 2021-01-01: 871 2021-07-01: 950 2022-10-01: 1_045 - 2024-04-01: 1_150 + 2025-04-01: 1_150 - threshold: 2000-01-01: 6 amount: @@ -64,7 +64,7 @@ brackets: 2021-01-01: 986 2021-07-01: 1_075 2022-10-01: 1_183 - 2024-04-01: 1_301 + 2025-04-01: 1_301 - threshold: 2000-01-01: 7 amount: @@ -72,7 +72,7 @@ brackets: 2021-01-01: 1_097 2021-07-01: 1_196 2022-10-01: 1_316 - 2024-04-01: 1_448 + 2025-04-01: 1_448 - threshold: 2000-01-01: 8 amount: @@ -80,7 +80,7 @@ brackets: 2021-01-01: 1_207 2021-07-01: 1_316 2022-10-01: 1_448 - 2024-04-01: 1_593 + 2025-04-01: 1_593 - threshold: 2000-01-01: 9 amount: @@ -88,7 +88,7 @@ brackets: 2021-01-01: 1_317 2021-07-01: 1_436 2022-10-01: 1_580 - 2024-04-01: 1_746 + 2025-04-01: 1_746 - threshold: 2000-01-01: 10 amount: @@ -96,4 +96,4 @@ brackets: 2021-01-01: 1_428 2021-07-01: 1_558 2022-10-01: 1_714 - 2024-04-01: 1_899 + 2025-04-01: 1_899 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml index 04d8f6ebb58..042edffa6cc 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml @@ -163,10 +163,10 @@ ma_tafdc_countable_earned_income: [1_800, 0] ma_tafdc_applicable_income_grant_amount: 1_800 ma_tafdc_eligible: true - ma_tafdc_payment_standard: 9_036 #753*12 + ma_tafdc_payment_standard: 8_841 # 688*3 + 753*9 (FY25 raise effective 2025-04-01) ma_tafdc_eligible_dependent: [False, True] ma_tafdc_dependent_care_deduction: 0 - ma_tafdc: 7_736 # (753 - 150 + 500/12)*12 + ma_tafdc: 7_541 # 579.67*3 + 644.67*9 ma_eaedc_eligible: false ma_eaedc_immigration_status_eligible: true ma_eaedc_financial_eligible: false @@ -209,10 +209,10 @@ ma_tafdc_countable_earned_income: [150, 0] ma_tafdc_applicable_income_grant_amount: 150 ma_tafdc_eligible: true - ma_tafdc_payment_standard: 753 + ma_tafdc_payment_standard: 688 ma_tafdc_eligible_dependent: [False, True] ma_tafdc_dependent_care_deduction: 0 - ma_tafdc: 645 # 753 - 150 + 41.7 = 644.7 + ma_tafdc: 580 # In 2025-05: 688 - 300 + 41.7 = 429.7 ma_eaedc_eligible: true ma_eaedc_immigration_status_eligible: true ma_eaedc_financial_eligible: true diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml index 4d4fe918756..31ad9b348e2 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml @@ -60,10 +60,10 @@ ma_tafdc_countable_earned_income: [1_800, 0] ma_tafdc_applicable_income_grant_amount: 1_800 ma_tafdc_exceeds_eaedc: true - ma_tafdc_payment_standard: 9_036 #753*12 + ma_tafdc_payment_standard: 8_841 # 688*3 + 753*9 (FY25 raise effective 2025-04-01) ma_tafdc_eligible_dependent: [False, True] ma_tafdc_dependent_care_deduction: 0 - ma_tafdc: 7_736 # (753 - 150 + 500/12)*12 + ma_tafdc: 7_541 # 579.67*3 + 644.67*9 ma_eaedc_eligible: false ma_eaedc_immigration_status_eligible: true ma_eaedc_financial_eligible: false diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc_payment_standard.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc_payment_standard.yaml index b0a1521fabe..03dabcf5df3 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc_payment_standard.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc_payment_standard.yaml @@ -26,8 +26,8 @@ output: ma_tafdc_payment_standard: 1_316 -- name: Case 4, not in public housing, 2 people, FY24 increase in effect. - period: 2025-01 +- name: Case 4, not in public housing, 2 people, FY25 increase in effect. + period: 2026-01 input: spm_unit_size: 2 is_in_public_housing: false @@ -35,8 +35,8 @@ output: ma_tafdc_payment_standard: 753 -- name: Case 5, in public housing, 2 people, FY24 increase in effect. - period: 2025-01 +- name: Case 5, in public housing, 2 people, FY25 increase in effect. + period: 2026-01 input: spm_unit_size: 2 is_in_public_housing: true From f6a0ae6527d6624894604234a1e2cd1c428f197b Mon Sep 17 00:00:00 2001 From: Ziming Date: Thu, 14 May 2026 13:52:19 -0400 Subject: [PATCH 3/3] Add EAEDC standard assistance FY25 update and DTA OLGT 2025-10 reference Extends the PR to cover EAEDC standard assistance amounts in addition to TAFDC. Both programs received a 10% raise effective April 1, 2025 per the FY25 budget, except EAEDC Personal Needs Allowances for living arrangements C and E which were excluded. Adds 2025-04-01 entries to EAEDC base.yaml (A, B, D, F, H) and additional.yaml (A, B, D, H) using mass.gov-published values, and adds the DTA OLGT 2025-10 memo URL as a reference in all five affected parameter files (3 TAFDC + 2 EAEDC). Updates ma_eaedc_standard_assistance test to reflect mixed-year 2025 annual value (522*3 + 574.2*9 = 6733.80), adds size-2 LA A post-FY25 case at 2026-01, and updates integration tests where the raised standard flipped EAEDC financial/income eligibility to true (net effect on ma_eaedc unchanged: still 0). Closes #8302 Co-Authored-By: Claude Opus 4.7 (1M context) --- changelog.d/ma-tafdc-fy25-correction.fixed.md | 2 +- .../standard_assistance/amount/additional.yaml | 12 +++++++++--- .../eaedc/standard_assistance/amount/base.yaml | 7 +++++++ .../income_limit/additional_person.yaml | 2 ++ .../income_limit/base/private_housing.yaml | 2 ++ .../income_limit/base/public_housing.yaml | 2 ++ .../income/ma_eaedc_standard_assistance.yaml | 17 ++++++++++++++--- .../gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml | 8 +++++--- .../gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml | 8 +++++--- 9 files changed, 47 insertions(+), 13 deletions(-) diff --git a/changelog.d/ma-tafdc-fy25-correction.fixed.md b/changelog.d/ma-tafdc-fy25-correction.fixed.md index 37ee1994012..c24bfab2686 100644 --- a/changelog.d/ma-tafdc-fy25-correction.fixed.md +++ b/changelog.d/ma-tafdc-fy25-correction.fixed.md @@ -1 +1 @@ -Correct effective date of the MA TAFDC 10% grant increase to 2025-04-01 (FY25 budget). The FY24 increase scheduled for April 2024 was cancelled by Governor Healey's 9C mid-year budget cuts in January 2024. +Backdate Massachusetts TAFDC and EAEDC standard assistance amounts to include FY25 (April 2025) 10% increase. The FY24 raise scheduled for April 2024 was rescinded by 9C cuts in January 2024; the actual increase came from the FY25 budget. diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/eaedc/standard_assistance/amount/additional.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/eaedc/standard_assistance/amount/additional.yaml index 9faa3d1c782..286549e1cbb 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/eaedc/standard_assistance/amount/additional.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/eaedc/standard_assistance/amount/additional.yaml @@ -13,20 +13,26 @@ metadata: href: https://www.law.cornell.edu/regulations/massachusetts/106-CMR-704-435 - title: Emergency Aid to the Elderly Disabled and Children (EAEDC) Grant Calculation href: https://www.mass.gov/lists/emergency-aid-to-the-elderly-disabled-and-children-eaedc-grant-calculation + - title: DTA Online Guide Transmittal 2025-10, TAFDC & EAEDC Grant Increase (April 1, 2025 effective date; PNA for living arrangements C and E excluded from increase) + href: https://eohhs.ehs.state.ma.us/DTA/PolicyOnline/olg%20docs/olgtm/2025/10.pdf#page=1 A: 2022-01-01: 121 + 2025-04-01: 133.1 B: 2022-01-01: 121 + 2025-04-01: 133.1 C: - 2022-01-01: 0 + 2022-01-01: 0 D: 2022-01-01: 121 + 2025-04-01: 133.1 E: - 2022-01-01: 0 + 2022-01-01: 0 F: - 2022-01-01: 0 + 2022-01-01: 0 H: 2022-01-01: 80.8 + 2025-04-01: 88.9 NONE: 2022-01-01: 0 diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/eaedc/standard_assistance/amount/base.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/eaedc/standard_assistance/amount/base.yaml index 579af7cbc71..aa21a733285 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/eaedc/standard_assistance/amount/base.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/eaedc/standard_assistance/amount/base.yaml @@ -12,20 +12,27 @@ metadata: href: https://www.law.cornell.edu/regulations/massachusetts/106-CMR-704-435 - title: Emergency Aid to the Elderly Disabled and Children (EAEDC) Grant Calculation href: https://www.mass.gov/lists/emergency-aid-to-the-elderly-disabled-and-children-eaedc-grant-calculation + - title: DTA Online Guide Transmittal 2025-10, TAFDC & EAEDC Grant Increase (April 1, 2025 effective date; PNA for living arrangements C and E excluded from increase) + href: https://eohhs.ehs.state.ma.us/DTA/PolicyOnline/olg%20docs/olgtm/2025/10.pdf#page=1 A: 2022-01-01: 401 + 2025-04-01: 441.1 B: 2022-01-01: 121 + 2025-04-01: 133.1 C: 2022-01-01: 72.8 D: 2022-01-01: 401 + 2025-04-01: 441.1 E: 2022-01-01: 72.8 F: 2022-01-01: 258 + 2025-04-01: 284.7 H: 2022-01-01: 267.3 + 2025-04-01: 294.1 NONE: 2022-01-01: 0 diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml index 07c21f48e5e..7c3be7849a9 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/additional_person.yaml @@ -19,3 +19,5 @@ metadata: href: https://www.mass.gov/doc/tafdc-consolidated-report-march-2022/download - title: Mass Legal Services, 2024 TAFDC Advocacy Guide, 73. How much income can you have and still qualify for TAFDC? href: https://www.masslegalservices.org/content/73-how-much-income-can-you-have-and-still-qualify-tafdc + - title: DTA Online Guide Transmittal 2025-10, TAFDC & EAEDC Grant Increase (April 1, 2025 effective date) + href: https://eohhs.ehs.state.ma.us/DTA/PolicyOnline/olg%20docs/olgtm/2025/10.pdf#page=1 diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml index b76f618828c..bc018cccd61 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/private_housing.yaml @@ -15,6 +15,8 @@ metadata: href: https://www.mass.gov/doc/tafdc-consolidated-report-march-2022/download#page=4 - title: Mass Legal Services, 2024 TAFDC Advocacy Guide, 73. How much income can you have and still qualify for TAFDC? href: https://www.masslegalservices.org/content/73-how-much-income-can-you-have-and-still-qualify-tafdc + - title: DTA Online Guide Transmittal 2025-10, TAFDC & EAEDC Grant Increase (April 1, 2025 effective date) + href: https://eohhs.ehs.state.ma.us/DTA/PolicyOnline/olg%20docs/olgtm/2025/10.pdf#page=1 brackets: - threshold: diff --git a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml index 014a47cc846..a937a4ba80d 100644 --- a/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml +++ b/policyengine_us/parameters/gov/states/ma/dta/tcap/tafdc/eligibility/income_limit/base/public_housing.yaml @@ -15,6 +15,8 @@ metadata: href: https://www.mass.gov/doc/tafdc-consolidated-report-march-2022/download#page=4 - title: Mass Legal Services, 2024 TAFDC Advocacy Guide, 73. How much income can you have and still qualify for TAFDC? href: https://www.masslegalservices.org/content/73-how-much-income-can-you-have-and-still-qualify-tafdc + - title: DTA Online Guide Transmittal 2025-10, TAFDC & EAEDC Grant Increase (April 1, 2025 effective date) + href: https://eohhs.ehs.state.ma.us/DTA/PolicyOnline/olg%20docs/olgtm/2025/10.pdf#page=1 brackets: - threshold: diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/income/ma_eaedc_standard_assistance.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/income/ma_eaedc_standard_assistance.yaml index 4777e08672a..5829bb57059 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/income/ma_eaedc_standard_assistance.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/income/ma_eaedc_standard_assistance.yaml @@ -64,8 +64,19 @@ - name: Case 8, living arrangement A size of 2. period: 2025 input: - ma_eaedc_living_arrangement: A - spm_unit_size: 2 + ma_eaedc_living_arrangement: A + spm_unit_size: 2 + state_code: MA + output: + # Jan-Mar 2025 (pre-FY25): (401 + 121) * 3 = 1566 + # Apr-Dec 2025 (post-FY25): (441.1 + 133.1) * 9 = 5167.8 + ma_eaedc_standard_assistance: 6_733.80 + +- name: Case 9, living arrangement A size of 2, post-FY25. + period: 2026-01 + input: + ma_eaedc_living_arrangement: A + spm_unit_size: 2 state_code: MA output: - ma_eaedc_standard_assistance: 6_264 # 522*12 + ma_eaedc_standard_assistance: 574.2 # 441.1 + 133.1 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml index 042edffa6cc..242443a4664 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/eaedc/ma_eaedc.yaml @@ -169,11 +169,13 @@ ma_tafdc: 7_541 # 579.67*3 + 644.67*9 ma_eaedc_eligible: false ma_eaedc_immigration_status_eligible: true - ma_eaedc_financial_eligible: false + # financial_eligible / income_eligible flip true after FY25 raise (standard_assistance > net_income) + ma_eaedc_financial_eligible: true ma_eaedc_non_financial_eligible: false - ma_eaedc_income_eligible: false # this is false because only the first 4 months eligible. + ma_eaedc_income_eligible: true ma_eaedc_assets_limit_eligible: true - ma_eaedc_standard_assistance: 6_264 # 522*12 + # Jan-Mar 2025 (pre-FY25): 522*3 = 1566; Apr-Dec 2025 (post-FY25): 574.2*9 = 5167.8 + ma_eaedc_standard_assistance: 6_733.80 ma_eaedc_net_income: 6_087.6 ma_eaedc: 0 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml index 31ad9b348e2..dd0cea19ed0 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ma/dta/tcap/tafdc/ma_tafdc.yaml @@ -66,11 +66,13 @@ ma_tafdc: 7_541 # 579.67*3 + 644.67*9 ma_eaedc_eligible: false ma_eaedc_immigration_status_eligible: true - ma_eaedc_financial_eligible: false + # financial_eligible / income_eligible flip true after FY25 raise (standard_assistance > net_income) + ma_eaedc_financial_eligible: true ma_eaedc_non_financial_eligible: false - ma_eaedc_income_eligible: false + ma_eaedc_income_eligible: true ma_eaedc_assets_limit_eligible: true - ma_eaedc_standard_assistance: 6_264 + # Jan-Mar 2025 (pre-FY25): 522*3 = 1566; Apr-Dec 2025 (post-FY25): 574.2*9 = 5167.8 + ma_eaedc_standard_assistance: 6_733.80 ma_eaedc_net_income: 6_087.6 # ma_eaedc_living_arrangement: E ma_eaedc: 0