Add New Mexico TANF program

changelog_entry.yaml

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+- bump: minor
+  changes:
+    added:
+      - Add New Mexico Works (NM Works) program

policyengine_us/parameters/gov/states/nm/hca/nm_works/income/deductions/child_support/disregard.yaml

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+description: New Mexico excludes this amount of child support received from countable income under the New Mexico Works program.
+
+values:
+  2015-01-01: 50
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: New Mexico Works child support disregard amount
+  reference:
+    - title: 8.102.520.9(J) NMAC - Exempt Income
+      href: https://www.srca.nm.gov/parts/title08/08.102.0520.html

policyengine_us/parameters/gov/states/nm/hca/nm_works/income/deductions/child_support/passthrough.yaml

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+description: New Mexico passes through this amount of child support to families under the New Mexico Works program.
+
+metadata:
+  period: month
+  label: New Mexico Works child support passthrough amount
+  type: single_amount
+  threshold_unit: /1
+  amount_unit: currency-USD
+  reference:
+    - title: 8.102.520.9(J) NMAC - Exempt Income
+      href: https://www.srca.nm.gov/parts/title08/08.102.0520.html
+    - title: HCA - Child Support Passthrough Increase (Jan 2023)
+      href: https://www.hca.nm.gov/2023/01/10/human-services-department-to-pass-through-more-money-to-low-income-families/
+
+brackets:
+  - threshold:
+      2015-01-01: 1
+    amount:
+      2015-01-01: 100
+  - threshold:
+      2015-01-01: 2
+    amount:
+      2015-01-01: 100
+      2023-01-01: 200

policyengine_us/parameters/gov/states/nm/hca/nm_works/income/deductions/childcare/amount.yaml

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+description: New Mexico deducts up to this amount of childcare expenses per child from countable income under the New Mexico Works program.
+
+metadata:
+  period: month
+  label: New Mexico Works childcare deduction amount
+  type: single_amount
+  threshold_unit: year
+  amount_unit: currency-USD
+  reference:
+    - title: 8.102.520.12(D) NMAC - Earned Income Deductions
+      href: https://www.srca.nm.gov/parts/title08/08.102.0520.html
+    - title: TANF Final State Plan 2024-2026, Section 9.8
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=21
+
+brackets:
+  - threshold:
+      2015-01-01: 0
+    amount:
+      2015-01-01: 200
+  - threshold:
+      2015-01-01: 2
+    amount:
+      2015-01-01: 175

policyengine_us/parameters/gov/states/nm/hca/nm_works/income/deductions/work_incentive/rate.yaml

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+description: New Mexico excludes this share of earnings remaining after the flat work incentive deduction under the New Mexico Works program.
+
+values:
+  2015-01-01: 0.5
+
+metadata:
+  unit: /1
+  period: month
+  label: New Mexico Works work incentive percentage disregard rate
+  reference:
+    - title: 8.102.520.12(C) NMAC - Earned Income Deductions
+      href: https://www.srca.nm.gov/parts/title08/08.102.0520.html
+    - title: TANF Final State Plan 2024-2026, Section 9.8
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=21

policyengine_us/parameters/gov/states/nm/hca/nm_works/income/deductions/work_incentive/single_parent/amount.yaml

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+description: New Mexico deducts this amount from gross earned income for single-parent benefit groups under the New Mexico Works program.
+
+values:
+  2015-01-01: 125
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: New Mexico Works single-parent work incentive flat deduction amount
+  reference:
+    - title: 8.102.520.12(C) NMAC - Earned Income Deductions
+      href: https://www.srca.nm.gov/parts/title08/08.102.0520.html
+    - title: TANF Final State Plan 2024-2026, Section 9.8
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=21

policyengine_us/parameters/gov/states/nm/hca/nm_works/income/deductions/work_incentive/two_parent/amount.yaml

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+description: New Mexico deducts this amount per parent from gross earned income for two-parent benefit groups under the New Mexico Works program.
+
+values:
+  2015-01-01: 225
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: New Mexico Works two-parent work incentive flat deduction amount
+  reference:
+    - title: 8.102.520.12(C) NMAC - Earned Income Deductions
+      href: https://www.srca.nm.gov/parts/title08/08.102.0520.html
+    - title: TANF Final State Plan 2024-2026, Section 9.8
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=21

policyengine_us/parameters/gov/states/nm/hca/nm_works/income/gross_limit/rate.yaml

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+description: New Mexico limits gross income to this share of the federal poverty guidelines under the New Mexico Works program.
+
+values:
+  2015-01-01: 0.85
+
+metadata:
+  unit: /1
+  period: month
+  label: New Mexico Works gross income limit rate
+  reference:
+    - title: 8.102.500.8(B) NMAC - Income Eligibility
+      href: https://www.srca.nm.gov/parts/title08/08.102.0500.html
+    - title: TANF Final State Plan 2024-2026, Section 9.8
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=20

policyengine_us/parameters/gov/states/nm/hca/nm_works/payment_standard/additional_person.yaml

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+description: New Mexico provides this additional amount per person for benefit groups larger than the maximum table size under the New Mexico Works program.
+
+# 2015-08-01: 7.5% budgetary adjustment applied (+$83)
+# 2018-11-01: Budgetary adjustment removed (+$91)
+# 2023-08-01: 23% increase (+$111)
+
+values:
+  2015-08-01: 83
+  2018-11-01: 91
+  2023-08-01: 111
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: New Mexico Works additional person payment standard amount
+  reference:
+    - title: 8.102.500.8(D) NMAC - Eligibility Policy
+      href: https://www.srca.nm.gov/parts/title08/08.102.0500.html
+    - title: NM Human Services Register Vol. 41 No. 17 - Removal of Budgetary Allowance
+      href: https://www.hca.nm.gov/wp-content/uploads/HSR-Vol-41-No-17-with-proposed-rule.pdf#page=1
+    - title: HCA - 23% Cash Assistance Increase Announcement (Sept 2023)
+      href: https://www.hca.nm.gov/2023/09/01/state-announces-a-23-percent-increase-in-cash-assistance-for-low-income-new-mexico-families/

policyengine_us/parameters/gov/states/nm/hca/nm_works/payment_standard/amount.yaml

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+description: New Mexico provides this amount as the payment standard under the New Mexico Works program.
+
+metadata:
+  unit: currency-USD
+  period: month
+  breakdown:
+    - range(1, 9)
+  breakdown_label:
+    - Assistance unit size
+  label: New Mexico Works payment standard amount
+  reference:
+    - title: 8.102.500.8(D)NMAC - Eligibility Policy
+      href: https://www.srca.nm.gov/parts/title08/08.102.0500.html
+    - title: NM Human Services Register Vol. 41 No. 17 - Removal of Budgetary Allowance
+      href: https://www.hca.nm.gov/wp-content/uploads/HSR-Vol-41-No-17-with-proposed-rule.pdf#page=1
+    - title: NM Works Fact Sheet (2017)
+      href: https://www.hsd.state.nm.us/wp-content/uploads/FileLinks/f13cd6ab72d244089c5bf80111f07524/Temporary_Assistance_to_Needy_Families__TANF__Fact_Sheet_2017.pdf#page=3
+    - title: NM TANF State Plan (2024-2026)
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=19
+
+# Budgetary Adjustment History:
+# Due to state budget constraints, NM implemented a 15% budgetary adjustment on 2011-01-01,
+# reducing the maximum monthly benefit below the payment standard. In August 2015, this was
+# reduced to 7.5%. The adjustment was fully removed on 2018-11-01. The values below reflect
+# the effective payment standard (after any budgetary adjustment) for each period.
+#
+# 2015-08-01: 7.5% budgetary adjustment applied (e.g., size 3: $447 - $38 = $409)
+# 2018-11-01: Budgetary adjustment removed (e.g., size 3: $447)
+# 2023-08-01: 23% increase to payment standards (e.g., size 3: $549)
+
+1:
+  2015-08-01: 244
+  2018-11-01: 266
+  2023-08-01: 327
+2:
+  2015-08-01: 327
+  2018-11-01: 357
+  2023-08-01: 439
+3:
+  2015-08-01: 409
+  2018-11-01: 447
+  2023-08-01: 549
+4:
+  2015-08-01: 493
+  2018-11-01: 539
+  2023-08-01: 663
+5:
+  2015-08-01: 576
+  2018-11-01: 630
+  2023-08-01: 775
+6:
+  2015-08-01: 659
+  2018-11-01: 721
+  2023-08-01: 887
+7:
+  2015-08-01: 743
+  2018-11-01: 812
+  2023-08-01: 999
+8:
+  2015-08-01: 843
+  2018-11-01: 922
+  2023-08-01: 1_134

policyengine_us/parameters/gov/states/nm/hca/nm_works/payment_standard/max_table_size.yaml

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+description: New Mexico provides the New Mexico Works payment standard table up to this benefit group size.
+
+values:
+  2015-08-01: 8
+
+metadata:
+  unit: person
+  period: year
+  label: New Mexico Works payment standard maximum table size
+  reference:
+    - title: 8.102.500.8(D) NMAC - Eligibility Policy
+      href: https://www.srca.nm.gov/parts/title08/08.102.0500.html
+    - title: NM TANF State Plan (2024-2026)
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=19

policyengine_us/parameters/gov/states/nm/hca/nm_works/resources/limit/liquid.yaml

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+description: New Mexico limits liquid resources to this amount under the New Mexico Works program.
+
+values:
+  2015-01-01: 1_500
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: New Mexico Works liquid resource limit amount
+  reference:
+    - title: 8.102.510.8(A) NMAC - Resources/Property
+      href: https://www.srca.nm.gov/parts/title08/08.102.0510.html
+    - title: TANF Final State Plan 2024-2026, Section 9.7
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=20

policyengine_us/parameters/gov/states/nm/hca/nm_works/resources/limit/non_liquid.yaml

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+description: New Mexico limits non-liquid resources to this amount under the New Mexico Works program.
+
+values:
+  2015-01-01: 2_000
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: New Mexico Works non-liquid resource limit amount
+  reference:
+    - title: 8.102.510.8(B) NMAC - Resources/Property
+      href: https://www.srca.nm.gov/parts/title08/08.102.0510.html
+    - title: TANF Final State Plan 2024-2026, Section 9.7
+      href: https://www.hca.nm.gov/wp-content/uploads/TANF-Final-State-Plan-2024-to-2026.pdf#page=20

policyengine_us/tests/policy/baseline/gov/states/nm/hca/nm_works/eligibility/nm_works_eligible.yaml

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+# New Mexico Works (TANF) Eligibility Unit Tests
+# Tests the main eligibility determination
+# Source: 8.102.400 NMAC - Eligibility Determination
+
+- name: Case 1, eligible when both gross and net income tests pass.
+  period: 2024-01
+  input:
+    state_code: NM
+    nm_works_gross_income_eligible: true
+    nm_works_net_income_eligible: true
+    is_demographic_tanf_eligible: true
+  output:
+    nm_works_eligible: true
+
+- name: Case 2, ineligible when gross income test fails.
+  period: 2024-01
+  input:
+    state_code: NM
+    nm_works_gross_income_eligible: false
+    nm_works_net_income_eligible: true
+    is_demographic_tanf_eligible: true
+  output:
+    nm_works_eligible: false
+
+- name: Case 3, ineligible when net income test fails.
+  period: 2024-01
+  input:
+    state_code: NM
+    nm_works_gross_income_eligible: true
+    nm_works_net_income_eligible: false
+    is_demographic_tanf_eligible: true
+  output:
+    nm_works_eligible: false
+
+- name: Case 4, ineligible when both income tests fail.
+  period: 2024-01
+  input:
+    state_code: NM
+    nm_works_gross_income_eligible: false
+    nm_works_net_income_eligible: false
+    is_demographic_tanf_eligible: true
+  output:
+    nm_works_eligible: false
+
+- name: Case 5, ineligible when demographic requirements not met.
+  period: 2024-01
+  input:
+    state_code: NM
+    nm_works_gross_income_eligible: true
+    nm_works_net_income_eligible: true
+    is_demographic_tanf_eligible: false
+  output:
+    nm_works_eligible: false