Count only the claimant's and partner's legacy awards in means tests and passports

changelog.d/legacy-award-readers-claimant-partner.added.md

@@ -0,0 +1,2 @@
+- Add `claimant_or_partner_esa_income` and `claimant_or_partner_jsa_income`: the income-related award of the claimant and partner. When `esa_income` or `jsa_income` holds what the reported awards give (its formula, or their plain total), this is the same on the claimant's and partner's reports; any other stored value is taken to be theirs, and a stored zero is zero. An entered award equal to either reported amount, to within half a penny at stored precision, is read through the reports, so enter these variables directly to state the claimant's or partner's award.
+- Add `is_on_income_related_esa`, `is_on_income_based_jsa` and `is_on_income_support`: whether the award is payable to the person. Of the claimant and partner, that is the payee of their award (the one who reports it, or the claimant); for anyone else, the award on their own report alone, after tariff income from the benefit unit's capital and within the capital limit, while the benefit unit's award is positive (for Income Support: their own report while Income Support is active and not neutralised), so another member's report never changes it.

changelog.d/legacy-award-readers-claimant-partner.fixed.md

@@ -0,0 +1,3 @@
+- Count only the claimant's and partner's income-related ESA and income-based JSA in Housing Benefit, council tax reduction and tax credit income, and in the passports for Housing Benefit (`in_receipt_of_income_support_jsa_ib_or_esa_ir`), working-age council tax reduction, Scottish Child Payment and targeted childcare. Another member of the benefit unit, such as a non-dependent adult, who reports an award claims in their own right; their award still counts in household income.
+- Exempt a council tax reduction non-dependant in the local working-age schemes only when Income Support, income-based JSA or income-related ESA is payable to them, not to their partner or another benefit-unit member. A non-dependant couple on one of these benefits therefore pays the partner's deduction. The maintenance loan schedule for students entitled to benefits now reads whether income-related ESA is payable to the student (HB Regs 2006 reg 56(2)(a)), alongside the existing parent and disability tests, and adds reg 56(2)(c): a student who is the claimant or partner qualifies when their applicable amount would include the disability or severe disability premium, as when their partner receives a disability benefit.
+- Treat a family as claiming Income Support (`would_claim_IS`) when the claimant or partner reports it, or when every entitled benefit is claimed (`claims_all_entitled_benefits`); another member's report no longer counts.

docs/book/programs/gov/dwp/housing-benefit.ipynb

@@ -43,7 +43,7 @@
     "1. **Eligible rent**: the rent the benunit is liable for (`benunit_rent`). Where the Local Housing Allowance applies (`LHA_eligible`: renting, and no member in social housing), the eligible rent is the maximum rent (LHA), which is the LHA rate or, where the rent is lower, the rent (`LHA_cap`; SI 2006/213 regs [12D(2)(a)](https://www.legislation.gov.uk/uksi/2006/213/regulation/12D) and [13D(5)](https://www.legislation.gov.uk/uksi/2006/213/regulation/13D)).\n",
     "2. **Applicable amount** (`housing_benefit_applicable_amount`): a personal allowance derived from the benunit's composition (single, couple, lone parent) and age, plus any disability/carer premiums. This is the \"minimum income\" the household needs before HB tapers begin.\n",
     "3. **Means test** (`housing_benefit_entitlement`): the appropriate maximum Housing Benefit is the eligible rent less `housing_benefit_non_dep_deductions` for any non-dependant adults living in the household ([reg. 70](https://www.legislation.gov.uk/uksi/2006/213/regulation/70)). The published `withdrawal_rate` (currently 0.65) of the benunit's `housing_benefit_applicable_income` in excess of the applicable amount is deducted from that maximum ([SSCBA 1992 s. 130(3)(b)](https://www.legislation.gov.uk/ukpga/1992/4/section/130), [reg. 71](https://www.legislation.gov.uk/uksi/2006/213/regulation/71)). Because the LHA caps the eligible rent, the taper comes off the LHA: a private tenant with rent above the LHA and income above the applicable amount receives the LHA less the taper, not the lower of the LHA and the rent less the taper. The pension-age regulations (SI 2006/214) have the same rules at regs 12D, 13D, 50 and 51, and the Northern Ireland regulations at SR 2006/405 regs 13C, 14D, 68 and 69 and SR 2006/406 regs 13C, 14D, 48 and 49.\n",
-    "   If the benunit is on Universal Credit, Income Support, income-based Jobseeker's Allowance or income-related Employment and Support Allowance (`housing_benefit_on_passporting_benefit`), the whole of its earnings, other income and capital is disregarded ([SI 2006/213 Sch. 4 para. 12](https://www.legislation.gov.uk/uksi/2006/213/schedule/4/paragraph/12), [Sch. 5 para. 4](https://www.legislation.gov.uk/uksi/2006/213/schedule/5/paragraph/4) and [Sch. 6 para. 5](https://www.legislation.gov.uk/uksi/2006/213/schedule/6/paragraph/5); Northern Ireland: [SR 2006/405 Sch. 5 para. 12](https://www.legislation.gov.uk/nisr/2006/405/schedule/5/paragraph/12), [Sch. 6 para. 4](https://www.legislation.gov.uk/nisr/2006/405/schedule/6/paragraph/4) and [Sch. 7 para. 5](https://www.legislation.gov.uk/nisr/2006/405/schedule/7/paragraph/5)). `housing_benefit_applicable_income` and `housing_benefit_assessable_capital` are then zero, so the award is that maximum. This applies at any age: a mixed-age couple whose younger member is on one of these benefits is assessed under the working-age regulations ([SI 2006/213 reg. 5(1)(b)](https://www.legislation.gov.uk/uksi/2006/213/regulation/5)). Income Support, income-based Jobseeker's Allowance and income-related Employment and Support Allowance count when a positive amount is paid (`in_receipt_of_income_support_jsa_ib_or_esa_ir`). A person is on Universal Credit on any day they are entitled to it, whether it is in payment or not ([reg. 2(3B)](https://www.legislation.gov.uk/uksi/2006/213/regulation/2)); PolicyEngine reads that as Universal Credit above nil before the benefit cap and deductions (`is_uc_entitled`), for a family that claims it, so the passport adds no circular dependency through the benefit cap. The universal credit limb applies from 28 October 2013 in Great Britain and 8 May 2018 in Northern Ireland (`gov.dwp.housing_benefit.means_test.universal_credit_passport`). It matters only where Housing Benefit is paid alongside Universal Credit, for specified or temporary accommodation, which the eligibility rules above do not yet model.\n",
+    "   If the claimant or partner is on Universal Credit, Income Support, income-based Jobseeker's Allowance or income-related Employment and Support Allowance (`housing_benefit_on_passporting_benefit`), the whole of the family's earnings, other income and capital is disregarded ([SI 2006/213 Sch. 4 para. 12](https://www.legislation.gov.uk/uksi/2006/213/schedule/4/paragraph/12), [Sch. 5 para. 4](https://www.legislation.gov.uk/uksi/2006/213/schedule/5/paragraph/4) and [Sch. 6 para. 5](https://www.legislation.gov.uk/uksi/2006/213/schedule/6/paragraph/5); Northern Ireland: [SR 2006/405 Sch. 5 para. 12](https://www.legislation.gov.uk/nisr/2006/405/schedule/5/paragraph/12), [Sch. 6 para. 4](https://www.legislation.gov.uk/nisr/2006/405/schedule/6/paragraph/4) and [Sch. 7 para. 5](https://www.legislation.gov.uk/nisr/2006/405/schedule/7/paragraph/5)). `housing_benefit_applicable_income` and `housing_benefit_assessable_capital` are then zero, so the award is that maximum. This applies at any age: a mixed-age couple whose younger member is on one of these benefits is assessed under the working-age regulations ([SI 2006/213 reg. 5(1)(b)](https://www.legislation.gov.uk/uksi/2006/213/regulation/5)). Income Support, income-based Jobseeker's Allowance and income-related Employment and Support Allowance count when a positive amount is paid on the claimant's or partner's award (`in_receipt_of_income_support_jsa_ib_or_esa_ir`, which reads `claimant_or_partner_jsa_income` and `claimant_or_partner_esa_income`). Another member's own award, such as a non-dependant's, is payable to them and does not passport the claimant. A person is on Universal Credit on any day they are entitled to it, whether it is in payment or not ([reg. 2(3B)](https://www.legislation.gov.uk/uksi/2006/213/regulation/2)); PolicyEngine reads that as Universal Credit above nil before the benefit cap and deductions (`is_uc_entitled`), for a family that claims it, so the passport adds no circular dependency through the benefit cap. The universal credit limb applies from 28 October 2013 in Great Britain and 8 May 2018 in Northern Ireland (`gov.dwp.housing_benefit.means_test.universal_credit_passport`). It matters only where Housing Benefit is paid alongside Universal Credit, for specified or temporary accommodation, which the eligibility rules above do not yet model.\n",
     "4. **Benefit cap** (`housing_benefit`): the post-means-test award is finally reduced by `benefit_cap_reduction` if the household's total benefit income exceeds the cap and no cap exemption applies.\n",
     "\n",
     "The take-up gate (`would_claim_housing_benefit`) is applied inside `housing_benefit_pre_benefit_cap`."

policyengine_uk/parameters/gov/dfe/targeted_childcare_entitlement/qualifying_benefits.yaml

@@ -1,6 +1,8 @@
-description: The Department for Education designates these programs as qualifying benefits for the targeted childcare entitlement eligibility (the 2-year-old entitlement) in England.
+description: The Department for Education designates these programs as qualifying benefits for the targeted childcare entitlement eligibility (the 2-year-old entitlement) in England. The child's parent must be entitled to one, so income-based JSA and income-related ESA count only as the claimant's or partner's award.
 metadata:
   reference:
+    - title: The Local Authority (Duty to Secure Early Years Provision Free of Charge) Regulations 2014 - regulation 1(2), "eligible child"
+      href: https://www.legislation.gov.uk/uksi/2014/2147/regulation/1
     - title: The Local Authority (Duty to Secure Early Years Provision Free of Charge) (Amendment) Regulations 2018 - part 2.a
       href: https://www.legislation.gov.uk/uksi/2018/146/regulation/2/made
   period: year
@@ -9,6 +11,6 @@ metadata:
 values:
   2014-01-01:
     - income_support
-    - jsa_income
-    - esa_income
+    - claimant_or_partner_jsa_income
+    - claimant_or_partner_esa_income
     - guarantee_credit