MaxGhenis · Oct 18, 2026 · Oct 16, 2026 · Oct 18, 2026 · Oct 18, 2026 · Oct 18, 2026
diff --git a/changelog.d/648.changed.md b/changelog.d/648.changed.md
@@ -0,0 +1 @@
+US state and congressional-district regions use the ACS-local Populace dataset again: the rebuilt release `populace-us-2024-buildo-acs-local-766b7c7-20261017T030317Z` (PolicyEngine/microcosm#1263), in which every SPM unit has a classified adult. This ends the temporary national-file filter of #604. The rebuild is registered as a legacy SPM source with the ACS household-population scope rule, so its group-quarters units stay outside SPM measurement, as for the previous release.
diff --git a/docs/bundles.md b/docs/bundles.md
@@ -147,9 +147,7 @@ python scripts/bundle.py certify-data \
   --model-version <policyengine-us-version>
 ```
 
-**Temporarily**, state and congressional-district regions filter the certified national dataset (`populace_us_2024`), as in policyengine 6.2.1. The certified ACS-local release has no source-backed SPM independence, so canonical SPM refuses thousands of its SPM units (PolicyEngine/microcosm#1263, PolicyEngine/policyengine-sim-api#747). They move back to the ACS-local dataset with a release whose SPM units all have a classified adult.
-
-When they use it, US state and congressional-district regions scope one certified ACS-local
+US state and congressional-district regions scope one certified ACS-local
 Populace dataset with row filters. Pass its non-default local-area release
 manifest through `--regional-manifest-uri`; certification adds the pinned H5
 artifact to `data_releases.us.datasets` and writes both regional path templates

diff --git a/docs/engineering/runbooks/build-m-us-populace-certification.md b/docs/engineering/runbooks/build-m-us-populace-certification.md
@@ -63,19 +63,6 @@ This one command:
 - writes the changelog fragment
   `changelog.d/certify-us-$NATIONAL_RELEASE_ID.changed.md`.
 
-**Interim exception (from policyengine 6.3.4; PolicyEngine/policyengine.py#604).**
-State and congressional-district regions filter the national dataset until an
-ACS-local release has no SPM unit without a classified adult
-(PolicyEngine/microcosm#1263). Run the command above unchanged, with
-`--regional-manifest-uri`: without it, certification drops the ACS-local
-dataset and leaves no state or district template. Then, before Step 3, set
-`region_datasets.state` and `region_datasets.congressional_district` in
-`data_releases.us` to `{"path_template": "populace_us_2024.h5"}` by hand. In
-Step 5, expect those two templates to select the national artifact, not the
-local-area one. The data-certification skill
-(`docs/engineering/skills/data-certification.md`) says what must hold before
-the exception ends.
-
 ## Step 3 — regenerate TRACE sidecars
 
 The certify step does not touch TRACE sidecars. Regenerate them so they record
@@ -103,16 +90,15 @@ PE_UPDATE_SNAPSHOTS=1 pytest tests/test_household_calculator_snapshot.py
 
 ## Step 5 — certify and verify the local-area release
 
-The certification command passes the immutable ACS-local
-release manifest with `--regional-manifest-uri`. Confirm all of the following:
+The certification command passes the immutable ACS-local release manifest with
+`--regional-manifest-uri`. Confirm all of the following:
 
 - `default_dataset` remains the national Populace dataset;
 - the local-area artifact appears in `data_releases.us.datasets` with its
   repository type, immutable revision, and SHA-256;
 - `region_datasets.national` selects the national artifact;
 - `region_datasets.state` and `region_datasets.congressional_district` select
-  the shared local-area artifact (the national artifact while the interim
-  exception in Step 2 holds);
+  the shared local-area artifact;
 - no derived `states/*.h5` or `districts/*.h5` artifacts are runtime inputs.
 
 ```bash

diff --git a/docs/engineering/runbooks/us-legacy-spm-sources.md b/docs/engineering/runbooks/us-legacy-spm-sources.md
@@ -1,9 +1,13 @@
 # Legacy US SPM sources (backward compatibility)
 
 > **Backward compatibility, not a data contract.** This layer exists so that
-> certified US sources published *before* SPM declarations existed can still
-> be measured. New certified sources must carry the declarations themselves;
-> do not register them here.
+> certified US sources that cannot carry an SPM declaration can still be
+> measured: sources published *before* the declarations existed, and sources
+> that cannot store a declaration because the pinned policyengine-us does not
+> define its variable (today `spm_unit_spm_universe_status`, before
+> PolicyEngine/policyengine-us#9462). Register only the declarations a source
+> lacks. Every other certified source must carry the declarations itself; do
+> not register it here.
 
 policyengine-us measures SPM poverty only when a source declares two things:
 
@@ -29,6 +33,7 @@ Sources are keyed by certified SHA-256 in `legacy_spm/registry.py`.
 | Source | Scope rule | Independence list |
 | --- | --- | --- |
 | `populace_us_2024_acs_local` Build O (`769756c3…a7ec`) | `acs_household_population` | national release `source_spm_person_independence.csv` (`22b5968d…3ce5`) |
+| `populace_us_2024_acs_local` rebuilt for microcosm#1263 (`3ce781c4…8d6c`, the bundle's certified ACS-local file) | `acs_household_population` | none: the source stores `is_spm_independent_minor_role` |
 
 ### Scope rule `acs_household_population` (#597)
 
@@ -43,6 +48,10 @@ Age is never used. Unknown channels, missing or inconsistent evidence, and SPM
 units that mix group quarters with household people all raise.
 
 On the full Build O source, 183,206 SPM units are outside the measurement.
+On the microcosm#1263 rebuild, 181,260 are: Build O's group-quarters
+units less the 1,946 one-person group-quarters records of children under 15,
+which the rebuild leaves out of the population until the model reads scope
+natively (PolicyEngine/microcosm#1263).
 
 ### Independence list (#598)
 
@@ -111,6 +120,12 @@ existing files must be made again.
 - **A rebuilt source declares scope and role itself.** Point the bundle at it.
   Keep the Build O registry entry only while anything still reads Build O,
   then delete it.
+- **A rebuilt source can store the role but not the scope.** The pinned
+  policyengine-us does not define `spm_unit_spm_universe_status`, so the
+  source cannot store it (Microcosm's stored-inputs gate refuses a variable
+  the model does not define). Register it with its scope rule and no
+  independence list, as for the microcosm#1263 rebuild. Remove the entry once
+  a release of the source carries the scope natively.
 
 ## Related
 

diff --git a/docs/engineering/skills/data-certification.md b/docs/engineering/skills/data-certification.md
@@ -35,33 +35,8 @@ python scripts/bundle.py certify-data --country us --data-producer populace \
   --model-version "<policyengine-us-version>"
 ```
 
-**Interim exception (from policyengine 6.3.4; PolicyEngine/policyengine.py#604).**
-State and congressional-district regions currently filter the certified
-national dataset, not the ACS-local one. The certified ACS-local release has
-no source-backed SPM independence, so canonical SPM refuses its SPM units that
-have no classified adult, and with them every state-region run
-(PolicyEngine/microcosm#1263, PolicyEngine/policyengine-sim-api#747). The 6.3.4
-manifest was certified with `--regional-manifest-uri`, as below, and then
-edited by hand. Until the exception ends, do the same:
-
-- still pass `--regional-manifest-uri`. Without it, certification rewrites
-  `data_releases.us` from the national manifest alone, which drops the
-  ACS-local dataset and leaves no state or district template at all;
-- then set `region_datasets.state` and `region_datasets.congressional_district`
-  to `{"path_template": "populace_us_2024.h5"}` by hand, before regenerating
-  the TRACE sidecars. `tests/test_release_manifests.py` fails if they name
-  the ACS-local file, and also if the ACS-local dataset is no longer
-  certified.
-
-Restore the ACS-local regions only with an ACS-local release in which every
-SPM unit has at least one classified adult under the pinned spm-calculator's
-rule (zero unclassified units), and after a state-region run through the
-public wrapper succeeds on it. Then remove this exception, the temporary test
-and the matching notes in `docs/regions.md` and `docs/bundles.md`.
-
-Outside that exception, US state and congressional-district regions are row
-filters over one shared, certified ACS-local Populace dataset. Its release
-manifest must declare
+US state and congressional-district regions are row filters over one shared,
+certified ACS-local Populace dataset. Its release manifest must declare
 `dataset_role: non_default_local_area`, `is_default: false`, no default
 datasets, and exactly one pinned H5 microdata artifact. Certification writes:
 

diff --git a/docs/regions.md b/docs/regions.md
@@ -23,13 +23,9 @@ ca_snap = Aggregate(
 ca_snap.run()
 ```
 
-Each state is a region in the US registry. State regions load the Populace
-dataset declared by `region.dataset_path`, then scope its rows by `state_fips`.
-They do not require separate state H5 files.
-
-**Temporarily**, state and congressional-district regions filter the certified national dataset (`populace_us_2024`), as in policyengine 6.2.1. The certified ACS-local release has no source-backed SPM independence, so canonical SPM refuses thousands of its SPM units (PolicyEngine/microcosm#1263, PolicyEngine/policyengine-sim-api#747). They move back to the ACS-local dataset with a release whose SPM units all have a classified adult.
-
-For example:
+Each state is a region in the US registry. State regions load the ACS-local
+Populace dataset declared by `region.dataset_path`, then scope its rows by
+`state_fips`. They do not require separate state H5 files:
 
 ```python
 states = pe.us.model.region_registry.get_by_type("state")
@@ -56,8 +52,7 @@ for row in impacts.district_results:
 
 `district_geoid` is the SSDD integer (state FIPS × 100 + district number;
 at-large districts use `00`). Congressional district regions load the same
-file as state regions (for now the national dataset; see above) and scope its rows by
-`congressional_district_geoid`.
+ACS-local file and scope its rows by `congressional_district_geoid`.
 
 ## UK countries
 

diff --git a/docs/release-bundles.md b/docs/release-bundles.md
@@ -207,8 +207,7 @@ python scripts/bundle.py certify-data --country us --data-producer populace \
 
 That produces one US bundle manifest entry containing the Populace national
 default dataset and the certified ACS-local regional dataset. State and
-congressional-district simulations use one of them with runtime row filters (for now the
-national dataset; see [Regions](regions.md)), so
+congressional-district simulations use the latter with runtime row filters, so
 derived `states/*.h5` or `districts/*.h5` files are not vendored into
 `data_releases.us.datasets`.
 

diff --git a/src/policyengine/data/bundle/manifest.json b/src/policyengine/data/bundle/manifest.json
@@ -175,8 +175,8 @@
           "path": "populace_us_2024_acs_local.h5",
           "repo_id": "policyengine/populace-us",
           "repo_type": "dataset",
-          "revision": "populace-us-2024-buildo-acs-local-767312d60-20260923T074941Z",
-          "sha256": "769756c31f3ca646d12c272511744dec04c0e68870c6946dd945fbba65b6a7ec"
+          "revision": "populace-us-2024-buildo-acs-local-766b7c7-20261017T030317Z",
+          "sha256": "3ce781c440a7f933b1d952ff4e9d9f65f4698c64b94d2fad165af0c662838d6c"
         },
         "source_enrichment": {
           "path": "releases/populace-us-2024-spm-20260915/source_enrichment.json",
@@ -220,17 +220,17 @@
       "policyengine_version": "6.7.4",
       "region_datasets": {
         "congressional_district": {
-          "path_template": "populace_us_2024.h5"
+          "path_template": "populace_us_2024_acs_local.h5"
         },
         "national": {
           "path_template": "populace_us_2024.h5"
         },
         "state": {
-          "path_template": "populace_us_2024.h5"
+          "path_template": "populace_us_2024_acs_local.h5"
         }
       },
-      "regional_release_manifest_uri": "https://huggingface.co/datasets/policyengine/populace-us/resolve/populace-us-2024-buildo-acs-local-767312d60-20260923T074941Z/releases/populace-us-2024-buildo-acs-local-767312d60-20260923T074941Z/release_manifest.json",
-      "regional_source_manifest_uri": "hf://dataset/policyengine/populace-us@populace-us-2024-buildo-acs-local-767312d60-20260923T074941Z/releases/populace-us-2024-buildo-acs-local-767312d60-20260923T074941Z/release_manifest.json",
+      "regional_release_manifest_uri": "https://huggingface.co/datasets/policyengine/populace-us/resolve/populace-us-2024-buildo-acs-local-766b7c7-20261017T030317Z/releases/populace-us-2024-buildo-acs-local-766b7c7-20261017T030317Z/release_manifest.json",
+      "regional_source_manifest_uri": "hf://dataset/policyengine/populace-us@populace-us-2024-buildo-acs-local-766b7c7-20261017T030317Z/releases/populace-us-2024-buildo-acs-local-766b7c7-20261017T030317Z/release_manifest.json",
       "release_manifest_uri": "https://huggingface.co/datasets/policyengine/populace-us/resolve/populace-us-2024-spm-20260915/releases/populace-us-2024-spm-20260915/release_manifest.json",
       "schema_version": 1,
       "source_manifest_uri": "hf://dataset/policyengine/populace-us@populace-us-2024-spm-20260915/releases/populace-us-2024-spm-20260915/release_manifest.json",

diff --git a/src/policyengine/data/bundle/uk.trace.tro.jsonld b/src/policyengine/data/bundle/uk.trace.tro.jsonld
@@ -75,7 +75,7 @@
             "@type": "trov:ResearchArtifact",
             "schema:name": "policyengine.py bundle manifest for uk",
             "trov:mimeType": "application/json",
-            "trov:sha256": "ba941346a5d4c77426756e38cb1dc6c518985bbc3d05fb9ebfb0c0aeef3d7151"
+            "trov:sha256": "edff66681e6944cb4dbfd92031b9d4f764a4bf025d4872d4d47afbb32c725b47"
           },
           {
             "@id": "composition/1/artifact/data_release_manifest",
@@ -102,7 +102,7 @@
         "trov:hasFingerprint": {
           "@id": "composition/1/fingerprint",
           "@type": "trov:CompositionFingerprint",
-          "trov:sha256": "e52daf7bac16573b5f91057ea25906990ed6689576b143deb4fa67652644df5c"
+          "trov:sha256": "3ff039a36b4ef8fbd3f97c86945762fd271440393eca770f6af36a4576510df8"
         }
       },
       "trov:hasPerformance": {

diff --git a/src/policyengine/data/bundle/us.trace.tro.jsonld b/src/policyengine/data/bundle/us.trace.tro.jsonld
@@ -74,7 +74,7 @@
             "@type": "trov:ResearchArtifact",
             "schema:name": "policyengine.py bundle manifest for us",
             "trov:mimeType": "application/json",
-            "trov:sha256": "ba941346a5d4c77426756e38cb1dc6c518985bbc3d05fb9ebfb0c0aeef3d7151"
+            "trov:sha256": "edff66681e6944cb4dbfd92031b9d4f764a4bf025d4872d4d47afbb32c725b47"
           },
           {
             "@id": "composition/1/artifact/data_release_manifest",
@@ -101,7 +101,7 @@
         "trov:hasFingerprint": {
           "@id": "composition/1/fingerprint",
           "@type": "trov:CompositionFingerprint",
-          "trov:sha256": "e329a374b3ca516be0e7e0273a02b68bad9b4c8e670f88e8c80cd74fceb974b1"
+          "trov:sha256": "4f134adadf3f0c63b619621cca8a89020ae071733a4cf96e7c43320f8ea90d0e"
         }
       },
       "trov:hasPerformance": {

diff --git a/src/policyengine/tax_benefit_models/us/legacy_spm/__init__.py b/src/policyengine/tax_benefit_models/us/legacy_spm/__init__.py
@@ -11,8 +11,10 @@
 #                                                                            #
 # This package DERIVES the declarations from evidence those sources do       #
 # carry, for the sources registered in ``registry.LEGACY_SPM_SOURCES`` and   #
-# for nothing else. New certified sources must carry the declarations        #
-# themselves: do NOT register them here.                                     #
+# for nothing else. A new certified source is registered only for a          #
+# declaration the pinned policyengine-us cannot read (today the scope,       #
+# before PolicyEngine/policyengine-us#9462); see ``registry``. Otherwise new #
+# certified sources must carry the declarations themselves.                  #
 #                                                                            #
 # ``model_adapter`` is the part that must eventually go: it overrides SPM    #
 # variables only while the installed policyengine-us cannot read the scope   #

diff --git a/src/policyengine/tax_benefit_models/us/legacy_spm/registry.py b/src/policyengine/tax_benefit_models/us/legacy_spm/registry.py
@@ -1,8 +1,20 @@
-"""Certified US sources that predate SPM declarations.
-
-BACKWARD COMPATIBILITY (#597, #598): register a source here only when it was
-certified before SPM measurement-scope and independence-role declarations
-existed. New certified sources must carry the declarations themselves.
+"""Certified US sources that cannot carry their SPM declarations.
+
+BACKWARD COMPATIBILITY (#597, #598). Register a certified source here only
+when it cannot carry a declaration itself:
+
+- it was certified before SPM measurement-scope and independence-role
+  declarations existed (Build O); or
+- the pinned policyengine-us does not define that declaration's variable, so
+  the source cannot store it. Today that is ``spm_unit_spm_universe_status``,
+  which policyengine-us defines only from PolicyEngine/policyengine-us#9462;
+  Microcosm's stored-inputs gate refuses a variable the model does not define.
+
+Register only the declarations the source lacks: a source that stores
+``is_spm_independent_minor_role`` takes no independence list. Delete an entry
+once nothing reads that source, or once a release of it carries the
+declaration natively. Every other certified source must carry the
+declarations itself.
 """
 
 from __future__ import annotations
@@ -63,7 +75,26 @@ class LegacySPMSource(BaseModel):
     ),
 )
 
-LEGACY_SPM_SOURCES: tuple[LegacySPMSource, ...] = (POPULACE_US_2024_ACS_LOCAL_BUILD_O,)
+#: ``populace_us_2024_acs_local`` rebuilt for PolicyEngine/microcosm#1263. It
+#: stores the SPM independence role for every person, so it takes no list. It
+#: cannot store the measurement scope: policyengine-us 2.2.1 does not define
+#: ``spm_unit_spm_universe_status``. Its ACS group-quarters units are outside
+#: the measurement under Census's ACS household-population rule, as Build O's
+#: are. Remove the entry once a release carries the scope natively
+#: (PolicyEngine/policyengine-us#9462).
+POPULACE_US_2024_ACS_LOCAL_MICROCOSM_1263 = LegacySPMSource(
+    name=(
+        "populace_us_2024_acs_local@"
+        "populace-us-2024-buildo-acs-local-766b7c7-20261017T030317Z"
+    ),
+    source_sha256="3ce781c440a7f933b1d952ff4e9d9f65f4698c64b94d2fad165af0c662838d6c",
+    spm_universe_rule="acs_household_population",
+)
+
+LEGACY_SPM_SOURCES: tuple[LegacySPMSource, ...] = (
+    POPULACE_US_2024_ACS_LOCAL_BUILD_O,
+    POPULACE_US_2024_ACS_LOCAL_MICROCOSM_1263,
+)
 
 
 def legacy_spm_source(source_sha256: Optional[str]) -> Optional[LegacySPMSource]:
Original file line number	Diff line number	Diff line change
		@@ -0,0 +1 @@
		US state and congressional-district regions use the ACS-local Populace dataset again: the rebuilt release `populace-us-2024-buildo-acs-local-766b7c7-20261017T030317Z` (PolicyEngine/microcosm#1263), in which every SPM unit has a classified adult. This ends the temporary national-file filter of #604. The rebuild is registered as a legacy SPM source with the ACS household-population scope rule, so its group-quarters units stay outside SPM measurement, as for the previous release.