iza-institute-of-labor-economics / gettsim

The GErman Taxes and Transfers SIMulator
https://gettsim.readthedocs.io/
GNU Affero General Public License v3.0
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BUG: Wohngeld Vorrangprüfung #710

Closed MImmesberger closed 5 months ago

MImmesberger commented 8 months ago

Bug description

If the individual is eligible for both Wohngeld and ALG2/Bürgergeld, Wohngeld has priority if the transfer is at least as high as the ALG2 transfer.

As an approximation for ALG2 eligibility, we currently compare Wohngeld on the household level with ALG2 on the Bedarfsgemeinschaft level in wohngeld_vorrang_hh.

It is, however, possible for some individuals in the household to receive Wohngeld and for some individuals to receive ALG2. The correct priority check (Vorrangprüfung) needs to be done on the individual level. For this, we need to know how the input variables (e.g. Kaltmiete) are broken down from the household to the individual level.

We started to discuss this here.

MImmesberger commented 6 months ago

I have found some terminology that might be useful:

Additionally, this source suggests that Haushaltsmitglieder in the Wohngeld context need to be either related (Parents, children, grandparents, aunt, uncle,...) or need to be an Einstandspartner of one of the family members. If that's not the case, we have two different wohngeldrechtliche Haushalte (even though they may be living in the same apartment).

This suggests for GETTSIM:

It's still not entirely clear to me how the Vorrangprüfung works (haven't found anything online). It would make sense if the Wohngeldstelle computes 1) Wohngeld for the whole Wohngeldhaushalt, then 2) compares a "per head" share of the full Wohngeld with the Bürgergeld which then determines which transfer is paid out. This would make sense because the Miet- and Heizkosten are distributed among the household members with the same logic. But so far this is pure speculation.

Edit:

When looking for the Vorrangprüfung of SGB II / Wohngeld you find two different formulations: i) Wohngeld is being paid out once it is higher than the SGB II transfer (e.g. here) and ii) you receive Wohngeld if your Eigenbedarf is gedeckt with it (e.g. here page 4). I just realised that these two requirements should be isomorphic. This implies that GETTSIM should

  1. Endogenously determine the Bedarfsgemeinschaften and their SGB II Regelbedarf.
  2. Determine who belongs to the wohngeldrechtlicher Teilhaushalt.
  1. Pay out ALG2 for the Bedarfsgemeinschaften that are not part of the wohngeldrechtlicher Teilhaushalt
MImmesberger commented 6 months ago

There is also a calculator for Wohngeld, that works for Mischhaushalte. But the user must specify who is part of the wohngeldrechtlicher Teilhaushalt, so it doesn't help us much here: https://www.bmwsb.bund.de/Webs/BMWSB/DE/themen/stadt-wohnen/wohnraumfoerderung/wohngeld/wohngeldrechner-2023-artikel.html