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a786085
Add JOSS paper and bibliography for submission
vahid-ahmadi Mar 23, 2026
7fb0128
Add Pavel Makarchuk as author in JOSS paper
vahid-ahmadi Mar 23, 2026
7aedc2f
Adapt JOSS paper from UK-only to multi-country policyengine.py
vahid-ahmadi Mar 23, 2026
ac8a602
Add US research impact citations to JOSS paper
vahid-ahmadi Mar 23, 2026
0e61eda
Fix citations, convert to American spelling, and fix grammar
vahid-ahmadi Mar 23, 2026
f893bd3
Reorder authors: Pavel Makarchuk before Vahid Ahmadi
vahid-ahmadi Mar 23, 2026
95e114c
Edit Summary and Statement of Need per review feedback
vahid-ahmadi Mar 23, 2026
fb1eb93
Update install docs, remove code styling, reorder US before UK
vahid-ahmadi Mar 23, 2026
2c3ff23
Merge framework bullets, add US program count, remove web app bullet
vahid-ahmadi Mar 23, 2026
0603547
Merge analysis bullets, use .py package name, remove 10ds-microsim
vahid-ahmadi Mar 23, 2026
452862e
Add US academic/policy citations and US funders
vahid-ahmadi Mar 23, 2026
3dafc7e
Remove all code-style backtick formatting from prose text
vahid-ahmadi Mar 23, 2026
51db607
Remove 'Multi-Country' from paper title
vahid-ahmadi Mar 23, 2026
0964bd5
Remove 'Open-Source' from paper title
vahid-ahmadi Mar 23, 2026
ba4c107
Remove dev install command from Statement of Need
vahid-ahmadi Mar 23, 2026
7752427
Add Atlanta Fed PRD, NSF POSE award; use external reference URLs
vahid-ahmadi Mar 23, 2026
e01d3ae
Reorder all sections: US before UK throughout
vahid-ahmadi Mar 23, 2026
190ebdc
Fix double parentheses in AI disclosure, remove test scaffolding, pip…
vahid-ahmadi Mar 23, 2026
d70aa4d
Remove pip install commands from Statement of Need
vahid-ahmadi Mar 23, 2026
018056d
Consolidate to 3 bullets, delete cross-country comparison sentence
vahid-ahmadi Mar 23, 2026
805fb08
Remove TaxBenefitModelVersion and RegionRegistry from paper text
vahid-ahmadi Mar 23, 2026
d0571e0
Replace PE self-links with external URLs, remove country model paragraph
vahid-ahmadi Mar 23, 2026
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1 change: 1 addition & 0 deletions changelog.d/joss-paper.added.md
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Added JOSS paper (paper.md and paper.bib) for submission to the Journal of Open Source Software.
251 changes: 251 additions & 0 deletions paper.bib
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@article{sutherland2014euromod,
title={{EUROMOD}: the {European Union} tax-benefit microsimulation model},
author={Sutherland, Holly and Figari, Francesco},
journal={International Journal of Microsimulation},
volume={6},
number={1},
pages={4--26},
year={2013},
doi={10.34196/ijm.00075}
}

@software{openfisca,
title={{OpenFisca}: Open Rules as Code for Tax-Benefit Systems},
author={{OpenFisca Contributors}},
url={https://openfisca.org},
year={2024}
}

@software{policyengine_core,
title={{PolicyEngine Core}: A Microsimulation Framework},
author={Woodruff, Nikhil and Ghenis, Max and Volk, Anthony},
url={https://github.com/PolicyEngine/policyengine-core},
year={2024}
}

@software{pe_uk_data,
title={{PolicyEngine UK Data}: Enhanced Microdata for UK Tax-Benefit Microsimulation},
author={Woodruff, Nikhil and Ghenis, Max and Ahmadi, Vahid},
url={https://github.com/PolicyEngine/policyengine-uk-data},
year={2025}
}

@software{pe_us_data,
title={{PolicyEngine US Data}: Enhanced Microdata for US Tax-Benefit Microsimulation},
author={Ghenis, Max and Woodruff, Nikhil},
url={https://github.com/PolicyEngine/policyengine-us-data},
year={2025}
}

@article{taxsim,
title={{TAXSIM}: A Tool for Calculating Federal and State Income Tax Liabilities},
author={Feenberg, Daniel R. and Coutts, Elisabeth},
journal={National Tax Journal},
volume={46},
number={3},
pages={271--280},
year={1993}
}

@misc{frs2020,
title={Family Resources Survey, 2019-2020},
author={{Department for Work and Pensions} and {Office for National Statistics} and {NatCen Social Research}},
year={2021},
publisher={UK Data Service},
note={SN: 8802},
doi={10.5255/UKDA-SN-8802-1}
}

@misc{hansard2026nic,
title={National Insurance Contributions (Employer Pensions Contributions) Bill -- Grand Committee},
author={{House of Lords}},
year={2026},
month={2},
day={24},
note={Hansard, GC 371--372. Baroness Altmann citing PolicyEngine and its interactive dashboard for distributional analysis of pension contribution reforms},
url={https://hansard.parliament.uk/Lords/2026-02-24/debates/A381F7D6-0A3C-48FD-8D9E-67751E25877A/NationalInsuranceContributions(EmployerPensionsContributions)Bill}
}

@techreport{niesr2025living,
title={{UK} Living Standards Review 2025},
author={Mosley, Max and Wattam, Ryan and Vincent, Carol},
institution={National Institute of Economic and Social Research},
year={2025},
url={https://niesr.ac.uk/publications/uk-living-standards-review-2025}
}

@misc{ghenis2026no10,
title={The {No10 Innovation Fellowship} Programme},
author={{HM Government}},
year={2025},
url={https://www.gov.uk/government/publications/the-no10-innovation-fellowship-programme}
}

@misc{hmt2024atrs,
title={{HMT}: {PolicyEngine UK} -- Algorithmic Transparency Recording Standard},
author={{HM Treasury}},
year={2024},
month={12},
day={17},
note={ATRS v3.0. HM Treasury Personal Tax, Welfare and Pensions team exploring PolicyEngine UK for advising policymakers on the impact of tax and welfare measures on households},
url={https://www.gov.uk/algorithmic-transparency-records/hmt-modelling-policy-engine}
}

@article{youngman2026carbon,
title={Agent-based macroeconomics for the {UK}'s {Seventh Carbon Budget}},
author={Youngman, Tom and Lennox, Tim and Lopes Alves, M. and Palola, Pirta and Tankwa, Brendon and Bailey, Emma and Ravigne, Emilien and Ter Horst, Thijs and Wagenvoort, Benjamin and Lightfoot Brown, Harry and Moran, Jose and Farmer, Doyne},
year={2026},
eprint={2602.15607},
archiveprefix={arXiv},
primaryclass={econ.GN},
url={https://arxiv.org/abs/2602.15607}
}

@techreport{woodruff2024nic,
title={Raising employer {NIC} in the {Autumn Budget}},
author={Woodruff, Nikhil},
institution={Institute of Economic Affairs},
year={2024},
month={10},
url={https://iea.org.uk/publications/raising-employer-nic-in-the-autumn-budget/}
}

@techreport{woodruff2025tax,
title={Impact of Tax Changes 2025--2026},
author={Woodruff, Nikhil},
institution={Institute of Economic Affairs},
year={2025},
month={3},
url={https://iea.org.uk/publications/impact-of-tax-changes-2025-2026/}
}

@misc{mcgarvey2024yatc,
title={Congressman {Morgan McGarvey} Introduces {Young Adult Tax Credit Act}},
author={{Office of Representative Morgan McGarvey}},
year={2024},
month={3},
day={5},
note={Press release citing PolicyEngine analysis of H.R.7547},
url={https://mcgarvey.house.gov/media/press-releases/congressman-morgan-mcgarvey-introduces-young-adult-tax-credit-act}
}

@online{pe_nber_mou,
title={{TAXSIM} -- {National Bureau of Economic Research}},
author={Feenberg, Daniel R.},
year={2024},
note={References PolicyEngine as successor to TAXSIM under a formal memorandum of understanding},
url={https://taxsim.nber.org/}
}

@misc{ghenis2024nta,
title={Enhanced {Current Population Survey}: Integrating {IRS} Public Use File Data Using Quantile Regression Forests},
author={Ghenis, Max and DeBacker, Jason},
year={2024},
month={11},
note={Presented at the 117th Annual Conference on Taxation, National Tax Association, Detroit, Michigan},
url={https://ntanet.org/2024/07/117th-annual-conference-on-taxation-full/}
}

@techreport{mccabe2024ctc,
title={Building a Stronger Foundation for {American} Families: Options for {Child Tax Credit} Reform},
author={McCabe, Joshua and Sargeant, Leah},
institution={Niskanen Center},
year={2024},
month={3},
url={https://www.niskanencenter.org/building-a-stronger-foundation-for-american-families-options-for-child-tax-credit-reform/}
}

@online{pe_bgl,
title={{PolicyEngine} and {Better Government Lab} Collaboration},
author={Ghenis, Max},
year={2024},
url={https://www.policyengine.org/us/research/policyengine-better-government-lab-collaboration}
}

@misc{pe_usc,
title={2025--2026 {IRP} Extramural Large Grants},
author={{Institute for Research on Poverty}},
year={2025},
note={University of Wisconsin--Madison. Includes PolicyEngine collaboration with Matt Unrath (USC) on effective marginal tax rates},
url={https://www.irp.wisc.edu/2025-2026-irp-extramural-large-grants/}
}

@techreport{beeck2023rac,
title={Exploring Rules Communication: Moving Beyond Static Documents to Standardized Code for {U.S.} Public Benefits Programs},
author={Kennan, Ariel and Singh, Lisa and Dammholz, Bianca and Sengupta, Keya and Yi, Jason},
institution={Beeck Center for Social Impact and Innovation, Georgetown University},
year={2023},
month={6},
url={https://beeckcenter.georgetown.edu/report/exploring-rules-communication-moving-beyond-static-documents-to-standardized-code-for-u-s-public-benefits-programs/}
}

@techreport{beeck2025ai,
title={{AI}-Powered Rules as Code: Experiments with Public Benefits Policy},
author={Kennan, Ariel and Garcia Guevara, Alessandra and Goodman, Jason},
institution={Beeck Center for Social Impact and Innovation, Georgetown University},
year={2025},
month={3},
url={https://beeckcenter.georgetown.edu/report/ai-powered-rules-as-code-experiments-with-public-benefits-policy/}
}

@misc{pe_dctc,
title={{District Child Tax Credit Amendment Act} of 2023},
author={{Council of the District of Columbia}},
year={2023},
note={Bill B25-0190, introduced by Councilmember Zachary Parker},
url={https://lims.dccouncil.gov/Legislation/B25-0190}
}

@misc{pe_keepyourpay,
title={Booker Announces {Keep Your Pay Act}},
author={{Office of Senator Cory Booker}},
year={2026},
month={3},
url={https://www.booker.senate.gov/news/press/booker-announces-keep-your-pay-act}
}

@misc{arnold_ventures,
title={Public Finance Program},
author={{Arnold Ventures}},
year={2023},
note={Grant to PolicyEngine for congressional district-level policy analysis},
url={https://www.arnoldventures.org/work/public-finance}
}

@misc{nsf_pose,
title={{POSE}: Phase {I}: {PolicyEngine} -- Advancing Public Policy Analysis},
author={{National Science Foundation}},
year={2025},
note={Award 2518372. PI: Max Ghenis, PSL Foundation. \$299,974},
url={https://www.nsf.gov/awardsearch/showAward?AWD_ID=2518372}
}

@online{neo_philanthropy,
title={{NEO Philanthropy} Awards \$200,000 Grant to {PolicyEngine}},
author={Ghenis, Max},
year={2024},
url={https://policyengine.org/us/research/neo-philanthropy}
}

@misc{atlanta_fed_prd,
title={Policy Rules Database},
author={{Federal Reserve Bank of Atlanta}},
year={2021},
note={Collaboration between the Atlanta Fed, National Center for Children in Poverty, and PolicyEngine for multi-model validation},
url={https://www.atlantafed.org/economic-mobility-and-resilience/advancing-careers-for-low-income-families/policy-rules-database}
}

@software{claude2025,
title={Claude},
author={{Anthropic}},
year={2025},
url={https://www.anthropic.com/claude}
}

@misc{nuffield2024grant,
title={Enhancing, localising and democratising tax-benefit policy analysis},
author={{Nuffield Foundation}},
year={2024},
note={General Election Analysis and Briefing Fund grant to PolicyEngine},
url={https://www.nuffieldfoundation.org/project/enhancing-localising-and-democratising-tax-benefit-policy-analysis}
}
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