Fix SNAP expected contribution rounding per 7 CFR 273.10(e)

changelog.d/fix-snap-expected-contribution-rounding.fixed.md

@@ -0,0 +1 @@
+Round SNAP net income to the nearest dollar per 7 CFR 273.10(e)(1)(ii)(A), and round 30 percent of net income up to the next dollar in the expected food contribution per 7 CFR 273.10(e)(2)(ii)(A)(1).

policyengine_us/tests/policy/baseline/gov/hhs/tanf/non_cash/meets_tanf_non_cash_net_income_test.yaml

@@ -3,16 +3,33 @@
   output:
     meets_tanf_non_cash_net_income_test: true
 
-- name: California household with 100% FPG income would barely meet the net income test.
+- name: California household with net income exactly at the standard meets the net income test.
   period: 2022
   input:
-    snap_net_income_fpg_ratio: 1
+    snap_fpg: 12_000
+    snap_net_income: 12_000
   output:
+    # Monthly standard is ceil(1.0 x 1,000) = 1,000; net income of 1,000
+    # per month is exactly at it.
     meets_tanf_non_cash_net_income_test: true
 
-- name: California household with 101% FPG income would fail the net income test.
+- name: California household with net income above the standard fails the net income test.
   period: 2022
   input:
-    snap_net_income_fpg_ratio: 1.01
+    snap_fpg: 12_000
+    snap_net_income: 12_120
   output:
+    # Net income of 1,010 per month exceeds the 1,000 standard.
     meets_tanf_non_cash_net_income_test: false
+
+- name: California household at the rounded-up whole-dollar standard meets the net income test.
+  period: 2022
+  input:
+    # Monthly poverty guideline of 2,220.83 yields a whole-dollar standard
+    # of ceil(2,220.83) = 2,221, so a rounded net income of exactly 2,221
+    # still passes; a raw ratio comparison (2,221 / 2,220.83 > 1) would
+    # wrongly deny this household.
+    snap_fpg: 26_650
+    snap_net_income: 26_652
+  output:
+    meets_tanf_non_cash_net_income_test: true

policyengine_us/tests/policy/baseline/gov/usda/snap/eligibility/work_requirements/snap_work_requirement_disqualification_income_treatment.yaml

@@ -40,7 +40,7 @@
     is_snap_eligible: true
     # 1-person allotment on the compliant worker's income; strictly below
     # the ~4,466 the unit receives when both members comply.
-    snap: 1_487.17
+    snap: 1_477.57
 
 - name: Case 2, over-income household newly qualifies when the earner fails the time limit and income is prorated.
   period: 2026

policyengine_us/tests/policy/baseline/gov/usda/snap/income/ineligible_members/integration.yaml

@@ -27,7 +27,7 @@
   output:
     snap_unit_size: 3
     snap_earned_income: 2_000
-    snap: 367.7
+    snap: 367
 
 - name: Case 2, refugee earner is prorated after OBBBA.
   period: 2026-01
@@ -55,7 +55,7 @@
     # Counted share: 2 eligible / 3 household members.
     # $2,000 x 2/3 = $1,333.33
     snap_earned_income: 1_333.33
-    snap: 288.9
+    snap: 288
 
 - name: Case 3, undocumented earner in a prorating state.
   period: 2026-01
@@ -81,7 +81,7 @@
   output:
     snap_unit_size: 2
     snap_earned_income: 1_333.33
-    snap: 288.9
+    snap: 288
 
 - name: Case 4, undocumented earner in a count-all state.
   period: 2026-01
@@ -108,7 +108,7 @@
     snap_unit_size: 2
     # Massachusetts counts all of the undocumented member's income.
     snap_earned_income: 2_000
-    snap: 194.4
+    snap: 194
 
 - name: Case 5, undocumented earner in a hybrid gross-test state.
   period: 2026-01
@@ -136,7 +136,7 @@
     # Net side prorated, gross test counts the full income.
     snap_earned_income: 1_333.33
     snap_gross_test_income: 2_000
-    snap: 288.9
+    snap: 288
 
 - name: Case 6, prorated member's shares of shelter and dependent care expenses are not deductible.
   period: 2026-01
@@ -201,7 +201,7 @@
     snap_earned_income: 1_000
     # The ineligible student's dividend income is excluded entirely.
     snap_unearned_income: 0
-    snap: 120.7
+    snap: 120
 
 - name: Case 8, California delays OBBBA so refugees remain eligible in January 2026.
   period: 2026-01
@@ -228,7 +228,7 @@
     snap_unit_size: 3
     snap_income_counted_share: [1, 1, 1]
     snap_earned_income: 2_000
-    snap: 225.2
+    snap: 225
 
 - name: Case 9, household with no eligible members receives nothing.
   period: 2026-01
@@ -277,8 +277,8 @@
     # excluded under 7 CFR 273.9(c)(7).
     snap_earned_income: 2_000
     # Net income: $2,000 - $400 earned income deduction - $209 standard
-    # deduction = $1,391; benefit: $546 - 0.3 x $1,391 = $128.70.
-    snap: 128.7
+    # deduction = $1,391; benefit: $546 - $418 (30% of $1,391 rounded up) = $128.
+    snap: 128
 
 - name: Case 11, prorated member's self-employment income is prorated like employment income.
   period: 2026-01
@@ -305,7 +305,7 @@
     snap_unit_size: 2
     # $2,000 monthly self-employment income x 2/3, mirroring Case 3.
     snap_earned_income: 1_333.33
-    snap: 288.9
+    snap: 288
 
 - name: Case 12, prorated member's self-employment loss does not offset other members' income.
   period: 2026-01
@@ -338,8 +338,8 @@
     # member's $2,000 monthly income counts in full.
     snap_earned_income: 2_000
     # Net income: $2,000 - $400 earned income deduction - $209 standard
-    # deduction = $1,391; benefit: $546 - 0.3 x $1,391 = $128.70.
-    snap: 128.7
+    # deduction = $1,391; benefit: $546 - $418 (30% of $1,391 rounded up) = $128.
+    snap: 128
 
 - name: Case 13, excluded elderly member does not confer the gross income test exemption.
   period: 2026-01

policyengine_us/tests/policy/baseline/gov/usda/snap/income/snap_net_income.yaml

@@ -1,7 +1,9 @@
 - name: SNAP net income subtracts deductions
   period: 2020
   input:
-    snap_gross_income: 2
-    snap_deductions: 1
+    # Use amounts divisible by 12 so the monthly values are whole dollars
+    # and unaffected by the 7 CFR 273.10(e)(1)(ii)(A) rounding.
+    snap_gross_income: 24
+    snap_deductions: 12
   output:
-    snap_net_income: 1
+    snap_net_income: 12

policyengine_us/tests/policy/baseline/gov/usda/snap/integration.yaml

@@ -90,14 +90,19 @@
     snap_net_income: 154
     # Step 5 — Family’s Expected Contribution Toward Food:
     # 30 percent of the household’s net income ($154) is about $46.
-    snap_expected_contribution: 154 * 0.3
+    # (Model note, not CBPP: 7 CFR 273.10(e)(2)(ii)(A)(1) rounds the 30%
+    # up to the next dollar, so the model returns ceil(46.20) = 47.)
+    snap_expected_contribution: 47
     # Step 6 — SNAP Benefit:
     # The maximum benefit in 2022 for a family of three is $658.
     # The maximum benefit minus the household contribution ($658 minus $46)
     # equals about $612.
     snap_max_allotment: 658
     # The family’s monthly SNAP benefit is $612.
-    snap_normal_allotment: 612
+    # (Model note, not CBPP: with the rounded expected contribution of $47,
+    # the model returns 658 - 47 = 611; the ~$1 divergence from CBPP's
+    # arithmetic is the expected effect of the regulatory rounding rule.)
+    snap_normal_allotment: 611
 
 - name: Test for exclude child income, same as case 1 but adding income to one child.
   period: 2022-01

policyengine_us/tests/policy/baseline/gov/usda/snap/snap.yaml

@@ -41,7 +41,7 @@
 
 - name: North Carolina 2025, yearly integration test
   period: 2025
-  absolute_error_margin: 0.3
+  absolute_error_margin: 0.01
   input:
     people:   
       person1:
@@ -58,7 +58,8 @@
   # due to higher federal poverty guidelines
     snap_self_employment_income_after_expense_deduction: 0
     snap_self_employment_expense_deduction: 0
-    snap: 71.75 
+    # Three months at the FY2026 minimum allotment of $24 (Oct-Dec).
+    snap: 72
 
 - name: Self-employment income deduction integration test
   period: 2025
@@ -87,8 +88,10 @@
     snap_deductions: 0
     snap_earned_income: 5_000
     snap_gross_income: 5_000
-    snap_net_income: 5_000
-    snap: 2_024.40
+    # Monthly net income of 416.67 rounds to 417 per
+    # 7 CFR 273.10(e)(1)(ii)(A), so the annual value is 12 x 417.
+    snap_net_income: 5_004
+    snap: 2_010
 
 - name: Counterfactual test, self-employment income deduction allowed
   period: 2025
@@ -196,7 +199,7 @@
     snap_income_counted_share: [1, 0.5]
     snap_earned_income: 500
     snap_gross_income: 500
-    snap: 230.40
+    snap: 230
 
 - name: Case 7, income of an adult sanctioned under the general work requirements is counted in full.
   period: 2024-01
@@ -237,8 +240,8 @@
     snap_earned_income: 1_000
     snap_gross_income: 1_000
     # Net income: $1,000 - $200 earned income deduction - $198 standard
-    # deduction = $602; benefit: $291 - 0.3 x $602 = $110.40.
-    snap: 110.40
+    # deduction = $602; benefit: $291 - $181 (30% of $602 rounded up) = $110.
+    snap: 110
 
 # Acceptance-criteria integration tests for issue #8862 (person-level SNAP work
 # requirements). Period 2024-01 is pre-HR1 (ABAWD band 18-52, dependent-child

policyengine_us/tests/policy/baseline/gov/usda/snap/snap_categorical_eligibility_ceiling.yaml

@@ -0,0 +1,113 @@
+# Categorical eligibility above the issuance-table maximum.
+# FY2026 (2025-10-01) contiguous-US values: max allotment 2 persons $546,
+# 3 persons $785; standard deduction 1-3 persons $209; earned income
+# deduction 20%; minimum allotment round(8% x $298) = $24 for 1-2 persons only.
+# The reported TANF grant ($100/month) confers categorical eligibility and is
+# counted as unearned income.
+- name: Categorically eligible 2-person household above the income limit receives the minimum allotment
+  period: 2026-01
+  absolute_error_margin: 0.1
+  input:
+    people:
+      parent:
+        age: 35
+        employment_income: 60_000
+        weekly_hours_worked_before_lsr: 40
+      child:
+        age: 8
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+        tanf: 1_200
+        housing_cost: 0
+    tax_units:
+      tax_unit:
+        members: [parent, child]
+    households:
+      household:
+        members: [parent, child]
+        state_code: MO
+  output:
+    meets_snap_categorical_eligibility: true
+    meets_snap_gross_income_test: false
+    is_snap_eligible: true
+    # Gross 5,000 + 100 = 5,100; net 5,100 - 1,000 (20%) - 209 = 3,891;
+    # 546 - 30% x 3,891 < 0, floored to the minimum allotment.
+    snap_net_income: 3_891
+    snap_min_allotment: 24
+    snap_normal_allotment: 24
+    snap: 24
+
+- name: Categorically eligible 3-person household above the issuance-table maximum receives zero
+  period: 2026-01
+  absolute_error_margin: 0.1
+  input:
+    people:
+      parent:
+        age: 35
+        employment_income: 60_000
+        weekly_hours_worked_before_lsr: 40
+      child1:
+        age: 8
+      child2:
+        age: 4
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2]
+        tanf: 1_200
+        housing_cost: 0
+    tax_units:
+      tax_unit:
+        members: [parent, child1, child2]
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: MO
+  output:
+    meets_snap_categorical_eligibility: true
+    meets_snap_gross_income_test: false
+    # Still flagged eligible: PE does not convert a zero-benefit 3+ unit
+    # into a denial (7 CFR 273.10(e)(2)(iii)).
+    is_snap_eligible: true
+    # Net income 3,891; 785 - 30% x 3,891 < 0 and no minimum allotment
+    # applies to households of 3 or more.
+    snap_net_income: 3_891
+    snap_min_allotment: 0
+    snap_normal_allotment: 0
+    snap: 0
+
+- name: Categorically eligible 3-person household just under the issuance-table maximum receives a small allotment
+  period: 2026-01
+  absolute_error_margin: 0.1
+  input:
+    people:
+      parent:
+        age: 35
+        employment_income: 40_500
+        weekly_hours_worked_before_lsr: 40
+      child1:
+        age: 8
+      child2:
+        age: 4
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2]
+        tanf: 1_200
+        housing_cost: 0
+    tax_units:
+      tax_unit:
+        members: [parent, child1, child2]
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: MO
+  output:
+    meets_snap_categorical_eligibility: true
+    meets_snap_gross_income_test: false
+    is_snap_eligible: true
+    # Gross 3,375 + 100 = 3,475; net 3,475 - 675 - 209 = 2,591;
+    # 30% = 777.30, rounded up to 778 (7 CFR 273.10(e)(2)(ii)(A)(1)); 785 - 778 = 7.
+    snap_net_income: 2_591
+    snap_expected_contribution: 778
+    snap_normal_allotment: 7
+    snap: 7

policyengine_us/tests/policy/baseline/gov/usda/snap/snap_expected_contribution.yaml

@@ -1,6 +1,5 @@
 - name: Family of 4, no member(s) with disabilities, income of 24k/year (Standard Test)
   period: 2022
-  absolute_error_margin: 0.01 # Floating point issue.
   input:
     people:
       person_1:
@@ -26,11 +25,11 @@
       household:
         state_group: CONTIGUOUS_US
   output:
-    snap_expected_contribution: (833 * 0.3) * 12
+    # 30% of the $833 rounded net income is $249.90, rounded up to $250.
+    snap_expected_contribution: 250 * 12
 
 - name: Family of 4, member(s) with disabilities, income of 24k/year (Standard Test)
   period: 2022
-  absolute_error_margin: 0.01 # Floating point issue.
   input:
     people:
       person_1:
@@ -57,4 +56,6 @@
       household:
         state_group: CONTIGUOUS_US
   output:
-    snap_expected_contribution: (428 * 0.3) * 12 # Net income is rounded down each month
+    # Net income of $428.50 rounds half-up to $429 each month; 30% is
+    # $128.70, rounded up to $129.
+    snap_expected_contribution: 129 * 12

policyengine_us/tests/policy/baseline/gov/usda/snap/snap_net_income.yaml

@@ -53,7 +53,9 @@
       household:
         state_group: CONTIGUOUS_US
   output:
-    snap_net_income: 428.5 * 12
+    # Monthly net income of 428.50 rounds up to 429 per
+    # 7 CFR 273.10(e)(1)(ii)(A).
+    snap_net_income: 429 * 12
 
 - name: SNAP child support deduction integration test
   period: 2024