The Benefit Cliffs Calculator helps case managers and public benefit recipients to prepare for benefit cliffs (i.e., declines in benefits due to an increase in earnings). It compares the net resources and benefits available to families under different employment scenarios.
The Atlanta Fed’s CLIFF tools provide greater transparency to workers about potential public assistance losses when their earnings increase. We find three broad themes in organization-level implementation of the CLIFF tools: identifying the tar- get population of users; integrating the tool into existing operations; and integrating the tool into coaching sessions.
This report details findings and lessons from a project to develop a calculator to help people anticipate how a change in earnings from employment would affect their net income and information on their estimated effective marginal tax rate.
U.S. Department of Health and Human Services (HHS)
This article analyses ‘digital distortions’ in Rules as Code, which refer to disconnects between regulation and code that arise from interpretive choices in the encoding process.
PolicyEngine US is a Python-based microsimulation model of the US tax and benefit system. It models federal individual income taxes (including credits), major benefit programs, and state income taxes (currently in six states). The PolicyEngine US package can be used as a Python package, via the PolicyEngine API, or via the policyengine.org web app.
We wrapped up Rules as Code Demo Day with Max Ghenis and Nikhil Woodruff, the founders of PolicyEngine. The PolicyEngine web app computes the impact of tax and benefit policy in the US and the UK. With PolicyEngine, anyone can freely calculate their taxes and benefits under current law and customizable policy reforms, and also estimate the society-wide impacts of those reforms. Policymakers and think tanks from across the political spectrum can analyze actual policy. PolicyEngine is built atop the open source OpenFisca US and UK microsimulation models and they are building an open unified data set utilizing data from the Policy Rules Database, Current Population Survey, Survey of Consumer Finances, Consumer Expenditures, tax records, and IRS Public Use File.
This paper introduces a method for auditing benefits eligibility screening tools in four steps: 1) generate test households, 2) automatically populate screening questions with household information and retrieve determinations, 3) translate eligibility guidelines into computer code to generate ground truth determinations, and 4) identify conflicting determinations to detect errors.
The New South Wales government describes its efforts to connect with other Australian jurisdictions and international colleagues in its move towards making machine-consumable legislation and policy.
This brief analyzes the current state of federal and state government communication around benefits eligibility rules and policy and how these documents are being tracked and adapted into code by external organizations. This work includes comparisons between coded examples of policy and potential options for standardizing code based on established and emerging data standards, tools, and frameworks.