Add 16 to 19 Bursary Fund model

changelog.d/16-to-19-bursary-fund.added.md

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+Add a first-pass 16 to 19 Bursary Fund model for vulnerable groups.

policyengine_uk/parameters/gov/dfe/bursary_fund_16_to_19/age/minimum.yaml

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+description: Minimum age for 16 to 19 Bursary Fund support.
+metadata:
+  unit: year
+  period: year
+  label: 16 to 19 Bursary Fund minimum age
+  reference:
+    - title: 16 to 19 Bursary Fund guide 2025 to 2026
+      href: https://www.gov.uk/government/publications/16-to-19-bursary-fund-guidance/16-to-19-bursary-fund-guide-2025-to-2026
+values:
+  2025-01-01: 16
+  2026-01-01: 16

policyengine_uk/parameters/gov/dfe/bursary_fund_16_to_19/age/standard_upper.yaml

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+description: Standard upper age limit for 16 to 19 Bursary Fund support.
+metadata:
+  unit: year
+  period: year
+  label: 16 to 19 Bursary Fund standard upper age limit
+  reference:
+    - title: 16 to 19 Bursary Fund guide 2025 to 2026
+      href: https://www.gov.uk/government/publications/16-to-19-bursary-fund-guidance/16-to-19-bursary-fund-guide-2025-to-2026
+values:
+  2025-01-01: 19
+  2026-01-01: 19

policyengine_uk/parameters/gov/dfe/bursary_fund_16_to_19/vulnerable_groups/max_amount.yaml

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+description: Maximum annual 16 to 19 Bursary Fund award for students in defined vulnerable groups.
+metadata:
+  unit: currency-GBP
+  period: year
+  label: 16 to 19 Bursary Fund vulnerable group maximum amount
+  reference:
+    - title: "16 to 19 Bursary Fund: what you'll get"
+      href: https://www.gov.uk/1619-bursary-fund/what-youll-get
+values:
+  2025-01-01: 1200
+  2026-01-01: 1200

policyengine_uk/programs.yaml

@@ -360,6 +360,18 @@ programs:
     verified_start_year: 2025
     notes: First-pass full-time undergraduate England model using explicit full-time, SEN, and childcare-support inputs plus maintenance-loan proxies; childcare_expenses are treated as out-of-pocket spend net of free hours
 
+  - id: bursary_fund_16_to_19
+    name: 16 to 19 Bursary Fund
+    full_name: 16 to 19 Bursary Fund
+    category: Benefits
+    agency: DfE
+    status: partial
+    coverage: England
+    variable: bursary_fund_16_to_19
+    parameter_prefix: gov.dfe.bursary_fund_16_to_19
+    verified_start_year: 2025
+    notes: First-pass model of the defined vulnerable-group bursary only, using explicit care, self-supporting, and participation-cost inputs plus person-level reported-benefit proxies
+
   # --- DCMS programs ---
   - id: tv_licence
     name: TV Licence

policyengine_uk/tests/policy/baseline/gov/dfe/bursary_fund_16_to_19/bursary_fund_16_to_19.yaml

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+- name: 16 to 19 Bursary Fund pays actual costs for care leavers below the cap
+  period: 2025
+  input:
+    people:
+      student:
+        age: 17
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_in_care_or_care_leaver: true
+        bursary_fund_16_to_19_participation_costs: 600
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [true]
+    bursary_fund_16_to_19: [600]
+
+- name: 16 to 19 Bursary Fund caps vulnerable-group support at 1200
+  period: 2025
+  input:
+    people:
+      student:
+        age: 17
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_in_care_or_care_leaver: true
+        bursary_fund_16_to_19_participation_costs: 2_000
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19: [1_200]
+
+- name: 16 to 19 Bursary Fund covers self-supporting UC recipients
+  period: 2025
+  input:
+    people:
+      student:
+        age: 18
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_self_supporting: true
+        bursary_fund_16_to_19_participation_costs: 900
+        universal_credit_reported: 100
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [true]
+    bursary_fund_16_to_19: [900]
+
+- name: 16 to 19 Bursary Fund does not cover UC recipients without self-supporting status
+  period: 2025
+  input:
+    people:
+      student:
+        age: 18
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_participation_costs: 900
+        universal_credit_reported: 100
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [false]
+    bursary_fund_16_to_19: [0]
+
+- name: 16 to 19 Bursary Fund covers self-supporting Income Support recipients
+  period: 2025
+  input:
+    people:
+      student:
+        age: 18
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_self_supporting: true
+        bursary_fund_16_to_19_participation_costs: 850
+        income_support_reported: 100
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [true]
+    bursary_fund_16_to_19: [850]
+
+- name: 16 to 19 Bursary Fund covers students with disability benefit and UC
+  period: 2025
+  input:
+    people:
+      student:
+        age: 17
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_participation_costs: 700
+        pip_dl_category: STANDARD
+        universal_credit_reported: 100
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [true]
+    bursary_fund_16_to_19: [700]
+
+- name: 16 to 19 Bursary Fund does not use a parent UC claim for the disability route
+  period: 2025
+  input:
+    people:
+      parent:
+        age: 40
+        universal_credit_reported: 100
+      student:
+        age: 17
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_participation_costs: 700
+        pip_dl_category: STANDARD
+      sibling:
+        age: 10
+        is_child: true
+    benunits:
+      benunit:
+        members: ["parent", "student", "sibling"]
+    households:
+      household:
+        members: ["parent", "student", "sibling"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [false, false, false]
+    bursary_fund_16_to_19: [0, 0, 0]
+
+- name: 16 to 19 Bursary Fund does not cover disability benefit without UC or ESA
+  period: 2025
+  input:
+    people:
+      student:
+        age: 17
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_participation_costs: 700
+        pip_dl_category: STANDARD
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [false]
+    bursary_fund_16_to_19: [0]
+
+- name: 16 to 19 Bursary Fund excludes apprentices
+  period: 2025
+  input:
+    people:
+      student:
+        age: 17
+        current_education: POST_SECONDARY
+        is_apprentice: true
+        bursary_fund_16_to_19_in_care_or_care_leaver: true
+        bursary_fund_16_to_19_participation_costs: 600
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_in_qualifying_education: [false]
+    bursary_fund_16_to_19: [0]
+
+- name: 16 to 19 Bursary Fund excludes over-19 students without funded extension
+  period: 2025
+  input:
+    people:
+      student:
+        age: 20
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_in_care_or_care_leaver: true
+        bursary_fund_16_to_19_participation_costs: 600
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_age_eligible: [false]
+    bursary_fund_16_to_19: [0]
+
+- name: 16 to 19 Bursary Fund does not extend vulnerable-group support beyond age 18
+  period: 2025
+  input:
+    people:
+      student:
+        age: 20
+        bursary_fund_16_to_19_in_qualifying_education: true
+        bursary_fund_16_to_19_in_care_or_care_leaver: true
+        bursary_fund_16_to_19_participation_costs: 500
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_age_eligible: [false]
+    bursary_fund_16_to_19: [0]
+
+- name: 16 to 19 Bursary Fund covers students with disability benefit and ESA
+  period: 2025
+  input:
+    people:
+      student:
+        age: 17
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_participation_costs: 800
+        dla_sc_category: MIDDLE
+        esa_income_reported: 100
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: ENGLAND
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [true]
+    bursary_fund_16_to_19: [800]
+
+- name: 16 to 19 Bursary Fund only applies in England
+  period: 2025
+  input:
+    people:
+      student:
+        age: 17
+        current_education: POST_SECONDARY
+        bursary_fund_16_to_19_in_care_or_care_leaver: true
+        bursary_fund_16_to_19_participation_costs: 600
+    benunits:
+      benunit:
+        members: ["student"]
+    households:
+      household:
+        members: ["student"]
+        country: WALES
+  output:
+    bursary_fund_16_to_19_vulnerable_group_eligible: [false]
+    bursary_fund_16_to_19: [0]

policyengine_uk/variables/gov/dfe/bursary_fund_16_to_19/bursary_fund_16_to_19.py

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+from policyengine_uk.model_api import *
+
+
+class bursary_fund_16_to_19(Variable):
+    value_type = float
+    entity = Person
+    label = "16 to 19 Bursary Fund"
+    documentation = (
+        "First-pass vulnerable-group 16 to 19 Bursary Fund support. "
+        "The model pays actual participation costs up to the vulnerable-group maximum."
+    )
+    definition_period = YEAR
+    unit = GBP
+    defined_for = "bursary_fund_16_to_19_vulnerable_group_eligible"
+
+    def formula(person, period, parameters):
+        p = parameters(period).gov.dfe.bursary_fund_16_to_19.vulnerable_groups
+        participation_costs = person(
+            "bursary_fund_16_to_19_participation_costs", period
+        )
+        return min_(participation_costs, p.max_amount)

policyengine_uk/variables/gov/dfe/bursary_fund_16_to_19/bursary_fund_16_to_19_age_eligible.py

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+from policyengine_uk.model_api import *
+
+
+class bursary_fund_16_to_19_age_eligible(Variable):
+    value_type = bool
+    entity = Person
+    label = "Age eligible for 16 to 19 Bursary Fund"
+    documentation = "Whether the student is age eligible for the vulnerable-group 16 to 19 Bursary Fund."
+    definition_period = YEAR
+
+    def formula(person, period, parameters):
+        p = parameters(period).gov.dfe.bursary_fund_16_to_19.age
+        age = person("age", period)
+        return (age >= p.minimum) & (age < p.standard_upper)

policyengine_uk/variables/gov/dfe/bursary_fund_16_to_19/bursary_fund_16_to_19_in_care_or_care_leaver.py

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+from policyengine_uk.model_api import *
+
+
+class bursary_fund_16_to_19_in_care_or_care_leaver(Variable):
+    value_type = bool
+    entity = Person
+    label = "In care or a care leaver for 16 to 19 Bursary Fund"
+    documentation = "Whether the student is in care or is a care leaver for 16 to 19 Bursary Fund purposes."
+    definition_period = YEAR
+    default_value = False
+    set_input = set_input_dispatch_by_period

policyengine_uk/variables/gov/dfe/bursary_fund_16_to_19/bursary_fund_16_to_19_in_qualifying_education.py

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+from policyengine_uk.model_api import *
+from policyengine_uk.variables.household.demographic.highest_education import (
+    EducationType,
+)
+
+
+class bursary_fund_16_to_19_in_qualifying_education(Variable):
+    value_type = bool
+    entity = Person
+    label = "In qualifying education for 16 to 19 Bursary Fund"
+    documentation = (
+        "Whether the student is in a qualifying publicly funded post-16 study programme. "
+        "This can be set explicitly in simulations; by default it uses post-secondary education "
+        "and excludes apprenticeships."
+    )
+    definition_period = YEAR
+    set_input = set_input_dispatch_by_period
+
+    def formula(person, period, parameters):
+        return (
+            person("current_education", period) == EducationType.POST_SECONDARY
+        ) & ~person("is_apprentice", period)