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Merge pull request #1589 from PolicyEngine/add-1619-bursary-fund
Add 16 to 19 Bursary Fund model
2 parents bbb01b8 + 793306c commit 4a321bb

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‎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.
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metadata:
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unit: year
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period: year
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label: 16 to 19 Bursary Fund minimum age
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reference:
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- title: 16 to 19 Bursary Fund guide 2025 to 2026
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href: https://www.gov.uk/government/publications/16-to-19-bursary-fund-guidance/16-to-19-bursary-fund-guide-2025-to-2026
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values:
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2025-01-01: 16
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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.
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metadata:
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unit: year
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period: year
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label: 16 to 19 Bursary Fund standard upper age limit
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reference:
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- title: 16 to 19 Bursary Fund guide 2025 to 2026
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href: https://www.gov.uk/government/publications/16-to-19-bursary-fund-guidance/16-to-19-bursary-fund-guide-2025-to-2026
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values:
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2025-01-01: 19
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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.
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metadata:
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unit: currency-GBP
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period: year
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label: 16 to 19 Bursary Fund vulnerable group maximum amount
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reference:
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- title: "16 to 19 Bursary Fund: what you'll get"
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href: https://www.gov.uk/1619-bursary-fund/what-youll-get
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values:
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2025-01-01: 1200
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2026-01-01: 1200

‎policyengine_uk/programs.yaml‎

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verified_start_year: 2025
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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
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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
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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: bursary_fund_16_to_19
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parameter_prefix: gov.dfe.bursary_fund_16_to_19
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verified_start_year: 2025
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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
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# --- DCMS programs ---
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- id: tv_licence
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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
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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: 17
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_in_care_or_care_leaver: true
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bursary_fund_16_to_19_participation_costs: 600
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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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bursary_fund_16_to_19_vulnerable_group_eligible: [true]
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bursary_fund_16_to_19: [600]
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- name: 16 to 19 Bursary Fund caps vulnerable-group support at 1200
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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: 17
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_in_care_or_care_leaver: true
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bursary_fund_16_to_19_participation_costs: 2_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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bursary_fund_16_to_19: [1_200]
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- name: 16 to 19 Bursary Fund covers self-supporting UC recipients
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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: 18
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_self_supporting: true
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bursary_fund_16_to_19_participation_costs: 900
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universal_credit_reported: 100
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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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bursary_fund_16_to_19_vulnerable_group_eligible: [true]
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bursary_fund_16_to_19: [900]
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- name: 16 to 19 Bursary Fund does not cover UC recipients without self-supporting status
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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: 18
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_participation_costs: 900
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universal_credit_reported: 100
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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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bursary_fund_16_to_19_vulnerable_group_eligible: [false]
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bursary_fund_16_to_19: [0]
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- name: 16 to 19 Bursary Fund covers self-supporting Income Support recipients
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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: 18
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_self_supporting: true
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bursary_fund_16_to_19_participation_costs: 850
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income_support_reported: 100
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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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bursary_fund_16_to_19_vulnerable_group_eligible: [true]
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bursary_fund_16_to_19: [850]
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- name: 16 to 19 Bursary Fund covers students with disability benefit and UC
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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: 17
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_participation_costs: 700
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pip_dl_category: STANDARD
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universal_credit_reported: 100
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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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bursary_fund_16_to_19_vulnerable_group_eligible: [true]
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bursary_fund_16_to_19: [700]
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- name: 16 to 19 Bursary Fund does not use a parent UC claim for the disability route
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period: 2025
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input:
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people:
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parent:
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age: 40
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universal_credit_reported: 100
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student:
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age: 17
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_participation_costs: 700
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pip_dl_category: STANDARD
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sibling:
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age: 10
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is_child: true
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benunits:
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benunit:
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members: ["parent", "student", "sibling"]
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households:
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household:
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members: ["parent", "student", "sibling"]
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country: ENGLAND
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output:
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bursary_fund_16_to_19_vulnerable_group_eligible: [false, false, false]
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bursary_fund_16_to_19: [0, 0, 0]
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- name: 16 to 19 Bursary Fund does not cover disability benefit without UC or ESA
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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: 17
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_participation_costs: 700
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pip_dl_category: STANDARD
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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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bursary_fund_16_to_19_vulnerable_group_eligible: [false]
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bursary_fund_16_to_19: [0]
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- name: 16 to 19 Bursary Fund excludes apprentices
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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: 17
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current_education: POST_SECONDARY
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is_apprentice: true
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bursary_fund_16_to_19_in_care_or_care_leaver: true
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bursary_fund_16_to_19_participation_costs: 600
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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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bursary_fund_16_to_19_in_qualifying_education: [false]
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bursary_fund_16_to_19: [0]
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- name: 16 to 19 Bursary Fund excludes over-19 students without funded extension
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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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current_education: POST_SECONDARY
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bursary_fund_16_to_19_in_care_or_care_leaver: true
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bursary_fund_16_to_19_participation_costs: 600
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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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bursary_fund_16_to_19_age_eligible: [false]
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bursary_fund_16_to_19: [0]
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- name: 16 to 19 Bursary Fund does not extend vulnerable-group support beyond age 18
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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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bursary_fund_16_to_19_in_qualifying_education: true
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bursary_fund_16_to_19_in_care_or_care_leaver: true
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bursary_fund_16_to_19_participation_costs: 500
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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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bursary_fund_16_to_19_age_eligible: [false]
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bursary_fund_16_to_19: [0]
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- name: 16 to 19 Bursary Fund covers students with disability benefit and ESA
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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: 17
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_participation_costs: 800
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dla_sc_category: MIDDLE
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esa_income_reported: 100
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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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bursary_fund_16_to_19_vulnerable_group_eligible: [true]
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bursary_fund_16_to_19: [800]
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- name: 16 to 19 Bursary Fund only applies in 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: 17
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current_education: POST_SECONDARY
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bursary_fund_16_to_19_in_care_or_care_leaver: true
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bursary_fund_16_to_19_participation_costs: 600
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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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bursary_fund_16_to_19_vulnerable_group_eligible: [false]
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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 *
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class bursary_fund_16_to_19(Variable):
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value_type = float
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entity = Person
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label = "16 to 19 Bursary Fund"
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documentation = (
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"First-pass vulnerable-group 16 to 19 Bursary Fund support. "
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"The model pays actual participation costs up to the vulnerable-group maximum."
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)
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definition_period = YEAR
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unit = GBP
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defined_for = "bursary_fund_16_to_19_vulnerable_group_eligible"
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def formula(person, period, parameters):
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p = parameters(period).gov.dfe.bursary_fund_16_to_19.vulnerable_groups
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participation_costs = person(
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"bursary_fund_16_to_19_participation_costs", period
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)
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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 *
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class bursary_fund_16_to_19_age_eligible(Variable):
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value_type = bool
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entity = Person
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label = "Age eligible for 16 to 19 Bursary Fund"
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documentation = "Whether the student is age eligible for the vulnerable-group 16 to 19 Bursary Fund."
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definition_period = YEAR
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def formula(person, period, parameters):
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p = parameters(period).gov.dfe.bursary_fund_16_to_19.age
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age = person("age", period)
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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 *
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class bursary_fund_16_to_19_in_care_or_care_leaver(Variable):
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value_type = bool
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entity = Person
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label = "In care or a care leaver for 16 to 19 Bursary Fund"
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documentation = "Whether the student is in care or is a care leaver for 16 to 19 Bursary Fund purposes."
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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/bursary_fund_16_to_19/bursary_fund_16_to_19_in_qualifying_education.py‎

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

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