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Merge pull request #1593 from PolicyEngine/add-travel-grant
Add Travel Grant
2 parents e682d00 + 7aa7367 commit 492689f

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‎changelog.d/travel-grant.added.md‎

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Add a first-pass Travel Grant model.

‎policyengine_uk/parameters/gov/dfe/travel_grant/income_reduction/rate.yaml‎

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description: Travel Grant reduction rate per pound of household income above the published threshold.
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values:
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2025-01-01: 0.1145475372279496
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2026-01-01: 0.1145475372279496
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metadata:
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unit: /1
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period: year
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label: Travel Grant income reduction rate
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reference:
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- title: "Travel grants for students studying abroad or on placements (England): What you'll get"
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href: https://www.gov.uk/travel-grants-students-england/what-youll-get

‎policyengine_uk/parameters/gov/dfe/travel_grant/income_reduction/threshold.yaml‎

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description: Household-income threshold above which Travel Grant is reduced.
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values:
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2025-01-01: 39_796
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2026-01-01: 39_796
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metadata:
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unit: currency-GBP
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period: year
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label: Travel Grant income reduction threshold
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reference:
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- title: "Travel grants for students studying abroad or on placements (England): What you'll get"
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href: https://www.gov.uk/travel-grants-students-england/what-youll-get

‎policyengine_uk/parameters/gov/dfe/travel_grant/initial_contribution.yaml‎

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description: Initial travel-cost contribution the student must meet before Travel Grant reimbursement begins.
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values:
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2025-01-01: 303
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2026-01-01: 303
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metadata:
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unit: currency-GBP
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period: year
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label: Travel Grant initial contribution
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reference:
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- title: "Travel grants for students studying abroad or on placements (England): What you'll get"
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href: https://www.gov.uk/travel-grants-students-england/what-youll-get

‎policyengine_uk/programs.yaml‎

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- id: adult_dependants_grant
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name: Adult Dependants' Grant
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full_name: Student Finance England Adult Dependants' Grant
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category: Benefits
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agency: DfE
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status: partial
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verified_start_year: 2025
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notes: First-pass England model using the published maximum amount and household-income tests, with automatic 25-plus couple detection and explicit inputs for under-25 spouse/civil-partner and non-partner adult dependant cases
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- id: travel_grant
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name: Travel Grant
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full_name: Student Finance England Travel Grant
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category: Benefits
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agency: DfE
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status: partial
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coverage: England
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variable: travel_grant
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parameter_prefix: gov.dfe.travel_grant
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verified_start_year: 2025
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notes: First-pass England model using the published initial contribution and household-income reduction formula, with explicit placement and eligible-expense inputs because the survey does not observe reimbursable travel costs
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- id: bursary_fund_16_to_19
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name: 16 to 19 Bursary Fund
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full_name: 16 to 19 Bursary Fund

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

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- name: Travel Grant reimburses overseas placement expenses above the initial contribution
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period: 2025
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absolute_error_margin: 0.01
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input:
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people:
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student:
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age: 21
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travel_grant_abroad_placement: true
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travel_grant_eligible_expenses: 1_000
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travel_grant_household_income: 30_000
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benunits:
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benunit:
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members: ["student"]
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households:
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household:
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members: ["student"]
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country: ENGLAND
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output:
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travel_grant_eligible: [true]
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travel_grant: [697]
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- name: Travel Grant applies the published household-income reduction above the threshold
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period: 2025
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absolute_error_margin: 0.01
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input:
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people:
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student:
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age: 22
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travel_grant_abroad_placement: true
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travel_grant_eligible_expenses: 1_000
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travel_grant_household_income: 39_804.73
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benunits:
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benunit:
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members: ["student"]
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households:
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household:
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members: ["student"]
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country: ENGLAND
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output:
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travel_grant: [696]
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- name: Travel Grant is nil when expenses do not exceed the initial contribution
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period: 2025
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input:
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people:
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student:
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age: 20
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travel_grant_abroad_placement: true
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travel_grant_eligible_expenses: 303
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travel_grant_household_income: 0
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benunits:
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benunit:
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members: ["student"]
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households:
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household:
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members: ["student"]
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country: ENGLAND
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output:
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travel_grant_eligible: [true]
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travel_grant: [0]
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- name: Travel Grant clinical placements require income-assessed support
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period: 2025
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input:
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people:
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student:
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age: 24
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travel_grant_clinical_placement: true
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travel_grant_eligible_expenses: 800
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travel_grant_income_assessed_support: false
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benunits:
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benunit:
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members: ["student"]
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households:
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household:
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members: ["student"]
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country: ENGLAND
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output:
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travel_grant_eligible: [false]
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travel_grant: [0]
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- name: Travel Grant excludes UK clinical placements with means-tested NHS bursaries
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period: 2025
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input:
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people:
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student:
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age: 24
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travel_grant_clinical_placement: true
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travel_grant_eligible_expenses: 800
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travel_grant_income_assessed_support: true
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travel_grant_receives_means_tested_nhs_bursary: true
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benunits:
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benunit:
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members: ["student"]
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households:
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household:
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members: ["student"]
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country: ENGLAND
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output:
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travel_grant_eligible: [false]
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travel_grant: [0]
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- name: Travel Grant excludes households outside England
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period: 2025
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input:
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people:
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student:
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age: 21
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travel_grant_abroad_placement: true
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travel_grant_eligible_expenses: 1_000
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benunits:
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benunit:
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members: ["student"]
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households:
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household:
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members: ["student"]
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country: WALES
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output:
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travel_grant_eligible: [false]
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travel_grant: [0]

‎policyengine_uk/variables/gov/dfe/travel_grant/travel_grant.py‎

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from policyengine_uk.model_api import *
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class travel_grant(Variable):
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value_type = float
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entity = Person
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label = "Travel Grant"
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documentation = (
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"Student Finance England Travel Grant. "
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"This first-pass model reimburses eligible travel expenses above the published initial contribution, "
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"reduced for household income above the published threshold. Placement status and eligible expenses "
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"must be provided explicitly because they are not recoverable from the survey."
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)
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definition_period = YEAR
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quantity_type = FLOW
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unit = GBP
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defined_for = "travel_grant_eligible"
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def formula(person, period, parameters):
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p = parameters(period).gov.dfe.travel_grant
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expenses = person("travel_grant_eligible_expenses", period)
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household_income = person("travel_grant_household_income", period)
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income_reduction = (
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max_(
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0,
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household_income - p.income_reduction.threshold,
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)
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* p.income_reduction.rate
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)
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return max_(0, expenses - p.initial_contribution - income_reduction)

‎policyengine_uk/variables/gov/dfe/travel_grant/travel_grant_abroad_placement.py‎

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from policyengine_uk.model_api import *
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class travel_grant_abroad_placement(Variable):
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value_type = bool
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entity = Person
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label = "Has an eligible study or work placement abroad for Travel Grant"
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documentation = (
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"Whether the student is on an eligible overseas study or work placement for Travel Grant purposes. "
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"This must be set explicitly in simulations."
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)
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definition_period = YEAR
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default_value = False
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set_input = set_input_dispatch_by_period

‎policyengine_uk/variables/gov/dfe/travel_grant/travel_grant_clinical_placement.py‎

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from policyengine_uk.model_api import *
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class travel_grant_clinical_placement(Variable):
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value_type = bool
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entity = Person
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label = "Has an eligible UK clinical placement for Travel Grant"
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documentation = (
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"Whether the student is on an essential medical or dental clinical placement in the UK for Travel Grant purposes. "
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"This must be set explicitly in simulations."
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)
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definition_period = YEAR
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default_value = False
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set_input = set_input_dispatch_by_period

‎policyengine_uk/variables/gov/dfe/travel_grant/travel_grant_eligible.py‎

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from policyengine_uk.model_api import *
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class travel_grant_eligible(Variable):
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value_type = bool
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entity = Person
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label = "Eligible for Travel Grant"
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documentation = (
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"Whether the person is eligible for Student Finance England Travel Grant. "
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"This first-pass model uses explicit placement inputs, the published England coverage rule, "
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"the clinical-placement NHS-bursary exclusion, and a maintenance-loan proxy for income-assessed support."
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)
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definition_period = YEAR
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defined_for = "would_claim_travel_grant"
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def formula(person, period, parameters):
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country = person.household("country", period)
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in_england = country == country.possible_values.ENGLAND
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abroad_placement = person("travel_grant_abroad_placement", period)
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clinical_placement = person("travel_grant_clinical_placement", period)
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receives_nhs_bursary = person(
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"travel_grant_receives_means_tested_nhs_bursary", period
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)
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income_assessed_support = person("travel_grant_income_assessed_support", period)
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expenses = person("travel_grant_eligible_expenses", period)
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clinical_path = (
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clinical_placement & income_assessed_support & ~receives_nhs_bursary
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)
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return in_england & (abroad_placement | clinical_path) & (expenses > 0)

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