diff --git a/changelog.d/2071.fixed.md b/changelog.d/2071.fixed.md new file mode 100644 index 0000000000..84ff5437b4 --- /dev/null +++ b/changelog.d/2071.fixed.md @@ -0,0 +1 @@ +- Exempted non-dependants responsible for a child under five from Universal Credit housing cost contributions. diff --git a/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/child_responsibility_age_limit.yaml b/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/child_responsibility_age_limit.yaml new file mode 100644 index 0000000000..a59a386f11 --- /dev/null +++ b/policyengine_uk/parameters/gov/dwp/universal_credit/elements/housing/non_dep_deduction/child_responsibility_age_limit.yaml @@ -0,0 +1,14 @@ +description: A non-dependant responsible for a child below this age is exempt from Universal Credit housing cost contributions. +values: + 2013-04-29: 5 +metadata: + unit: year + period: year + label: Universal Credit housing contribution child responsibility age limit + reference: + - title: Universal Credit Regulations 2013, Schedule 4 paragraph 16(2)(i) + href: https://www.legislation.gov.uk/uksi/2013/376/schedule/4/paragraph/16 + - title: Universal Credit Regulations 2013, regulation 4 + href: https://www.legislation.gov.uk/uksi/2013/376/regulation/4 + - title: Universal Credit Regulations 2013, regulation 1 (commencement on 29 April 2013) + href: https://www.legislation.gov.uk/uksi/2013/376/regulation/1/made diff --git a/policyengine_uk/tests/policy/integration/uc_child_responsibility_housing_contribution.yaml b/policyengine_uk/tests/policy/integration/uc_child_responsibility_housing_contribution.yaml new file mode 100644 index 0000000000..db7f5b2901 --- /dev/null +++ b/policyengine_uk/tests/policy/integration/uc_child_responsibility_housing_contribution.yaml @@ -0,0 +1,674 @@ +# UC Regs 2013 Sch 4 para 16(2)(i), reg 4: own-family responsibility, strict under-5 age. +# Source-derived 2026 annual contribution: 12 x 96.55 = 1,158.60. +# Unchanged single-over-25 standard allowance: 12 x 424.90 = 5,098.80. +# With no earnings/capital/debt and nonbinding cap, renter UC = standard + council rent - contributions. +# The non-dependant family does not claim UC; legal roles and membership, rather than forced awards/ages/exemptions, establish responsibility. + +- name: UC housing contribution - non-claiming parent of a four-year-old is exempt + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + child: + age: 4 + is_claimant_or_partner: false + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - child + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - child + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - true + - false + uc_individual_non_dep_deduction: + - 0 + - 0 + - 0 + uc_non_dep_deductions: + - 0 + - 0 + uc_housing_costs_element: + - 6000 + - 0 + universal_credit: + - 11098.8 + - 0 +- name: UC housing contribution - exact fifth birthday ends the parent exemption + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + child: + age: 5 + is_claimant_or_partner: false + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - child + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - child + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - false + - false + uc_individual_non_dep_deduction: + - 0 + - 1158.6 + - 0 + uc_non_dep_deductions: + - 1158.6 + - 0 + uc_housing_costs_element: + - 4841.4 + - 0 + universal_credit: + - 9940.2 + - 0 +- name: UC housing contribution - childless non-dependant retains the deduction + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - false + uc_individual_non_dep_deduction: + - 0 + - 1158.6 + uc_non_dep_deductions: + - 1158.6 + - 0 + uc_housing_costs_element: + - 4841.4 + - 0 + universal_credit: + - 9940.2 + - 0 +- name: UC housing contribution - looked-after child does not confer responsibility + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + child: + age: 4 + is_claimant_or_partner: false + is_looked_after_by_local_authority: true + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - child + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - child + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - false + - false + uc_individual_non_dep_deduction: + - 0 + - 1158.6 + - 0 + uc_non_dep_deductions: + - 1158.6 + - 0 + uc_housing_costs_element: + - 4841.4 + - 0 + universal_credit: + - 9940.2 + - 0 +- name: UC housing contribution - both partners responsible for their young child are exempt + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + partner: + age: 28 + is_claimant_or_partner: true + child: + age: 4 + is_claimant_or_partner: false + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - partner + - child + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - partner + - child + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - true + - true + - false + uc_individual_non_dep_deduction: + - 0 + - 0 + - 0 + - 0 + uc_non_dep_deductions: + - 0 + - 0 + uc_housing_costs_element: + - 6000 + - 0 + universal_credit: + - 11098.8 + - 0 +- name: UC housing contribution - an unrelated family does not inherit parent exemption + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + child: + age: 4 + is_claimant_or_partner: false + outsider: + age: 35 + is_claimant_or_partner: true + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - child + would_claim_uc: false + claims_all_entitled_benefits: false + outsider_family: + members: + - outsider + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - child + - outsider + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - true + - false + - false + uc_individual_non_dep_deduction: + - 0 + - 0 + - 0 + - 1158.6 + uc_non_dep_deductions: + - 1158.6 + - 0 + - 0 + uc_housing_costs_element: + - 4841.4 + - 0 + - 0 + universal_credit: + - 9940.2 + - 0 + - 0 +- name: UC housing contribution - non-claimant adult in the family does not inherit responsibility + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + child: + age: 4 + is_claimant_or_partner: false + outsider: + age: 35 + is_claimant_or_partner: false + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - child + - outsider + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - child + - outsider + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - true + - false + - false + uc_individual_non_dep_deduction: + - 0 + - 0 + - 0 + - 1158.6 + uc_non_dep_deductions: + - 1158.6 + - 0 + uc_housing_costs_element: + - 4841.4 + - 0 + universal_credit: + - 9940.2 + - 0 +- name: UC housing contribution - reversed people and family order with final award requested + first + period: 2026 + absolute_error_margin: 0.02 + input: + people: + child: + age: 4 + is_claimant_or_partner: false + parent: + age: 30 + is_claimant_or_partner: true + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + benunits: + parent_family: + members: + - parent + - child + would_claim_uc: false + claims_all_entitled_benefits: false + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + households: + household: + members: + - child + - parent + - renter + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + universal_credit: + - 0 + - 11098.8 + uc_housing_costs_element: + - 0 + - 6000 + uc_non_dep_deductions: + - 0 + - 0 + uc_individual_non_dep_deduction: + - 0 + - 0 + - 0 + uc_non_dep_deduction_exempt: + - false + - true + - false +- name: UC housing contribution - existing under-21 exception remains without parent responsibility + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 20 + is_claimant_or_partner: true + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - false + uc_individual_non_dep_deduction: + - 0 + - 0 + uc_non_dep_deductions: + - 0 + - 0 + uc_housing_costs_element: + - 6000 + - 0 + universal_credit: + - 11098.8 + - 0 +- name: UC housing contribution - responsibility starts with a newborn + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + child: + age: 0 + is_claimant_or_partner: false + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - child + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - child + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + output: + uc_non_dep_deduction_exempt: + - false + - true + - false + uc_individual_non_dep_deduction: + - 0 + - 0 + - 0 + uc_non_dep_deductions: + - 0 + - 0 + uc_housing_costs_element: + - 6000 + - 0 + universal_credit: + - 11098.8 + - 0 + +# Configuration controls are appended after the cited parameter exists. +- name: UC housing contribution - lowering responsibility age limit removes the exemption + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + child: + age: 4 + is_claimant_or_partner: false + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - child + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - child + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + gov.dwp.universal_credit.elements.housing.non_dep_deduction.child_responsibility_age_limit: 4 + output: + uc_non_dep_deduction_exempt: + - false + - false + - false + uc_individual_non_dep_deduction: + - 0 + - 1158.6 + - 0 + uc_non_dep_deductions: + - 1158.6 + - 0 + uc_housing_costs_element: + - 4841.4 + - 0 + universal_credit: + - 9940.2 + - 0 +- name: UC housing contribution - raising responsibility age limit exempts a five-year-old + period: 2026 + absolute_error_margin: 0.02 + input: + people: + renter: + age: 60 + is_household_head: true + is_claimant_or_partner: true + parent: + age: 30 + is_claimant_or_partner: true + child: + age: 5 + is_claimant_or_partner: false + benunits: + renter_family: + members: + - renter + would_claim_uc: true + claims_all_entitled_benefits: false + parent_family: + members: + - parent + - child + would_claim_uc: false + claims_all_entitled_benefits: false + households: + household: + members: + - renter + - parent + - child + rent: 6000 + tenure_type: RENT_FROM_COUNCIL + region: NORTH_WEST + gov.dwp.universal_credit.elements.housing.non_dep_deduction.child_responsibility_age_limit: 6 + output: + uc_non_dep_deduction_exempt: + - false + - true + - false + uc_individual_non_dep_deduction: + - 0 + - 0 + - 0 + uc_non_dep_deductions: + - 0 + - 0 + uc_housing_costs_element: + - 6000 + - 0 + universal_credit: + - 11098.8 + - 0 diff --git a/policyengine_uk/variables/gov/dwp/universal_credit/housing_costs_element/non_dep_deduction/uc_non_dep_deduction_exempt.py b/policyengine_uk/variables/gov/dwp/universal_credit/housing_costs_element/non_dep_deduction/uc_non_dep_deduction_exempt.py index 6c81d42cad..be35b6197f 100644 --- a/policyengine_uk/variables/gov/dwp/universal_credit/housing_costs_element/non_dep_deduction/uc_non_dep_deduction_exempt.py +++ b/policyengine_uk/variables/gov/dwp/universal_credit/housing_costs_element/non_dep_deduction/uc_non_dep_deduction_exempt.py @@ -10,17 +10,32 @@ class uc_non_dep_deduction_exempt(Variable): "No housing costs contribution is deducted for a non-dependant who is " "receiving Pension Credit, the middle or higher rate of the DLA care " "component, the PIP daily living component or Attendance Allowance, or " - "who receives Carer's Allowance or Carer Support Payment. Underlying " + "who receives Carer's Allowance or Carer Support Payment, or who is " + "responsible for a child under the child responsibility age limit. " + "Benefit-unit membership represents the child's normal residence " + "with the claimant or partner; the existing Universal Credit child " + "age measure excludes children looked after by a local authority. Underlying " "entitlement reduced to nil by overlapping benefits does not qualify " "for the carer exemption." ) reference = "https://www.legislation.gov.uk/uksi/2013/376/schedule/4/paragraph/16" def formula(person, period, parameters): + p = parameters( + period + ).gov.dwp.universal_credit.elements.housing.non_dep_deduction + # Sch 4 para 16(2)(i) and reg 4: responsibility belongs to the + # claimant or partner of the child's own family, independently of + # whether that family claims Universal Credit. + responsible_for_young_child = person("is_claimant_or_partner", period) & ( + person.benunit("uc_youngest_child_age", period) + < p.child_responsibility_age_limit + ) return ( person.benunit("uc_non_dep_receives_pension_credit", period) | person("dla_sc_middle_plus", period) | (person("pip_dl", period) > 0) | (person("attendance_allowance", period) > 0) | person("receives_carer_benefit", period) + | responsible_for_young_child )