Add Oregon state supplementation for 2026

changelog.d/or-ssp-2026.added.md

@@ -0,0 +1 @@
+Add Oregon State Supplemental Payment for 2026.

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -63,6 +63,8 @@ values:
     - nv_child_care_subsidies
     # Oklahoma benefits
     - ok_child_care_subsidies
+    # Oregon benefits
+    - or_ssp
     # South Carolina benefits
     - sc_child_care_subsidies
     # New Mexico benefits
@@ -157,6 +159,8 @@ values:
     - nv_child_care_subsidies
     # Oklahoma benefits
     - ok_child_care_subsidies
+    # Oregon benefits
+    - or_ssp
     # New Mexico benefits
     - nm_ssi_state_supplement
     # South Carolina benefits
@@ -259,6 +263,8 @@ values:
     - nv_child_care_subsidies
     # Oklahoma benefits
     - ok_child_care_subsidies
+    # Oregon benefits
+    - or_ssp
     # New Mexico benefits
     - nm_ssi_state_supplement
     # South Carolina benefits
@@ -362,6 +368,8 @@ values:
     - nv_child_care_subsidies
     # Oklahoma benefits
     - ok_child_care_subsidies
+    # Oregon benefits
+    - or_ssp
     # New Mexico benefits
     - nm_ssi_state_supplement
     # South Carolina benefits
@@ -401,6 +409,7 @@ values:
     - nj_property_tax_relief
     # New York benefits
     - ny_child_care_subsidies
+
 metadata:
   unit: list
   period: year

policyengine_us/parameters/gov/hud/annual_income/sources/unearned.yaml

@@ -19,6 +19,7 @@ values:
     - strike_benefits
     - social_security
     - ssi
+    - or_ssp_countable_for_hud
     - general_assistance
     - total_unemployment_compensation
     - child_support_received
@@ -29,6 +30,7 @@ values:
     - disability_benefits
     - survivor_benefits
     - financial_assistance
+
 metadata:
   unit: list
   period: year

policyengine_us/parameters/gov/states/or/odhs/ssp/excluded_income_sources.yaml

@@ -0,0 +1,15 @@
+description: Oregon excludes these income sources from countable income under the State Supplemental Payment program.
+values:
+  2018-04-01:
+    - interest_income
+    - dividend_income
+
+metadata:
+  unit: list
+  period: year
+  label: Oregon SSP excluded income sources
+  reference:
+    - title: OAR 461-145-0030(4)
+      href: https://ch461rules.odhs.oregon.gov/rules/461-145-0030.pdf#page=2
+    - title: OAR 461-145-0108(1)(a)
+      href: https://ch461rules.odhs.oregon.gov/rules/461-145-0108.pdf#page=1

policyengine_us/parameters/gov/states/or/odhs/ssp/in_home_amount.yaml

@@ -0,0 +1,11 @@
+description: Oregon provides this amount as the monthly in-home supplement under the State Supplemental Payment program.
+values:
+  2016-01-01: 22
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Oregon SSP in-home reimbursement
+  reference:
+    - title: OAR 461-155-0575(2)
+      href: https://ch461rules.odhs.oregon.gov/rules/461-155-0575.pdf

policyengine_us/parameters/gov/states/or/odhs/ssp/nursing_facility_payment_standard.yaml

@@ -0,0 +1,18 @@
+description: Oregon pays a nursing facility resident the difference between countable income and this amount under the State Supplemental Payment program.
+values:
+  # NOTE: 461-155-0250(4)(c) prints $79.07, while (4)(b) (effective 1-01-26)
+  # and transmittal OEP-PT-25-045 (effective 1/1/2026) raise the personal
+  # incidentals allowance to $81.28. Every version with subsection (c), from
+  # 7-01-14 to 1-01-25, used one figure in (b) and (c). The model follows the
+  # text of (4)(c).
+  2026-01-01: 79.07
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Oregon SSP nursing facility payment standard
+  reference:
+    - title: "OAR 461-155-0250(4)(c) #page 1-2"
+      href: https://ch461rules.odhs.oregon.gov/rules/461-155-0250.pdf#page=1
+    - title: ODHS transmittal OEP-PT-25-045
+      href: https://www.oregon.gov/odhs/transmittals/oeptransmittals/pt25045.pdf#page=8

policyengine_us/parameters/gov/states/or/odhs/ssp/reduced_va_pension.yaml

@@ -0,0 +1,13 @@
+description: Oregon limits the nursing-facility restoration payment to recipients whose reduced Veterans pension is at most this amount under the State Supplemental Payment program.
+values:
+  2020-01-01: 90
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Oregon SSP reduced VA pension limit
+  reference:
+    - title: OAR 461-155-0700(1)(b)
+      href: https://ch461rules.odhs.oregon.gov/rules/461-155-0700.pdf#page=1
+    - title: OAR 461-155-0700 history, version effective 1-01-20
+      href: https://ch461rules.odhs.oregon.gov/historical/461-155-0700_history.pdf#page=7

policyengine_us/parameters/gov/states/or/odhs/ssp/room_and_board.yaml

@@ -0,0 +1,13 @@
+description: Oregon sets this amount as the monthly community-based care room and board standard under the State Supplemental Payment program.
+values:
+  2026-01-01: 773
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Oregon OSIPM room and board standard
+  reference:
+    - title: OAR 461-155-0270
+      href: https://ch461rules.odhs.oregon.gov/rules/461-155-0270.pdf
+    - title: OEP-PT-25-045, January 2026 standards
+      href: https://www.oregon.gov/odhs/transmittals/oeptransmittals/pt25045.pdf#page=7

policyengine_us/parameters/gov/usda/snap/income/sources/unearned.yaml

@@ -50,6 +50,10 @@ values:
     - sc_ssi_state_supplement
     - tx_ssi_state_supplement
     - wa_ssp
+    # Not listed: OAR 461-145-0410(7)(c)(D) excludes Oregon's modeled OSIP
+    # special need payments (or_ssp) from SNAP income as reimbursements. Its
+    # nursing facility payment goes to institution residents, who are not SNAP
+    # households under 7 CFR 273.1(b)(7)(vi).
     # Listed elsewhere: ca_state_supplement is an SPM unit variable with no
     # person-level counterpart. policyengine-core projects a group value onto
     # every member, so listing it here would count it once per person in the
@@ -95,9 +99,7 @@ values:
 
 metadata:
   reference:
-    - title: 7 CFR 273.9(b)(2)
-      href: https://www.law.cornell.edu/cfr/text/7/273.9#b_2
-    - title: 7 CFR 273.9(c)(1)
-      href: https://www.law.cornell.edu/cfr/text/7/273.9#c_1
+    - title: 7 CFR 273.9(b)(2) and (c)(1)
+      href: https://www.law.cornell.edu/cfr/text/7/273.9
     - title: POMS SI 01401.001 General Information about State Supplementation
       href: https://secure.ssa.gov/poms.nsf/lnx/0501401001

policyengine_us/programs.yaml

@@ -1093,6 +1093,17 @@ programs:
           tracks. Unmodeled paths: grandfathered medically-needy-in-medical-
           institution recipients per WAC 388-478-0055(2)(b); DDA-determined /
           PVL track per (2)(f); and foster child in BRS per (2)(g).
+      - state: OR
+        status: partial
+        name: Oregon SSP
+        full_name: Oregon State Supplemental Payment
+        variable: or_ssp
+        parameter_prefix: gov.states.or.odhs.ssp
+        verified_years: "2026"
+        notes: Models 2026 OSIPM in-home, SSI couple community care, transitional personal
+          incidentals/room and board, spousal diversion, special room-and-board and nursing
+          facility personal incidentals payments. Other special needs and historical mandatory
+          supplements are not modeled.
 
   - id: social_security
     name: Social Security

policyengine_us/tests/policy/baseline/gov/states/or/odhs/ssp/integration.yaml

@@ -0,0 +1,160 @@
+- name: Case 1, couple SSI recipients in care.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+      person2:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+    marital_units:
+      couple:
+        members: [person1, person2]
+    households:
+      hh:
+        members: [person1, person2]
+        state_code: OR
+  output:
+    or_ssp: [248.5, 248.5]
+
+- name: Case 2, excess income of spouse offsets other spouse.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+        # $1,200 a month.
+        social_security_retirement: 14_400
+      person2:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+    marital_units:
+      couple:
+        members: [person1, person2]
+    households:
+      hh:
+        members: [person1, person2]
+        state_code: OR
+  output:
+    # Couple computation: 1,491 / 2 = 745.50 each.
+    ssi_amount_if_eligible: [745.5, 745.5]
+    # Couple SSI: 1,491 - (1,200 - 20) = 311, or 155.50 each.
+    ssi: [155.5, 155.5]
+    # person1: 1,200 + 155.50 = 1,355.50; person2: 155.50.
+    or_ssp_countable_income: [1_355.5, 155.5]
+    # person1: 994 - 1,355.50 < 0, so 0; excess 1,355.50 - 994 = 361.50.
+    # person2: 994 - 155.50 - 361.50 = 477.
+    or_ssp: [0, 477]
+
+- name: Case 3, both spouses must receive SSI.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+      person2:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+        takes_up_ssi_if_eligible: false
+    marital_units:
+      couple:
+        members: [person1, person2]
+    households:
+      hh:
+        members: [person1, person2]
+        state_code: OR
+  output:
+    # person2 does not receive SSI, so OAR 461-155-0630(3) does not apply.
+    or_ssp: [0, 0]
+
+- name: Case 4, both spouses must have community care.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+      person2:
+        age: 65
+        or_ssp_category: NONE
+    marital_units:
+      couple:
+        members: [person1, person2]
+    households:
+      hh:
+        members: [person1, person2]
+        state_code: OR
+  output:
+    or_ssp: [0, 0]
+
+- name: Case 5, in-home reimbursement excluded from SNAP and HUD income.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    age: 65
+    state_code: OR
+    or_ssp_category: IN_HOME
+  output:
+    or_ssp: 264
+    household_state_benefits: 264
+    snap_unearned_income: 11_928
+    hud_unearned_income: 11_928
+
+- name: Case 6, community care payment counts as HUD but not SNAP unearned income.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+        # $1,200 a month.
+        social_security_retirement: 14_400
+      person2:
+        age: 65
+        or_ssp_category: COMMUNITY_CARE
+    marital_units:
+      couple:
+        members: [person1, person2]
+    households:
+      hh:
+        members: [person1, person2]
+        state_code: OR
+  output:
+    # Case 2 monthly amounts for 12 months: SSI 155.50 * 12 = 1,866 each.
+    ssi: [1_866, 1_866]
+    # person2: 477 * 12 = 5,724.
+    or_ssp: [0, 5_724]
+    # Community care is not the in-home reimbursement, so HUD counts it.
+    or_ssp_countable_for_hud: [0, 5_724]
+    # OAR 461-145-0410(7)(c)(D) excludes the special need from SNAP:
+    # 12 * (1,200 Social Security + 311 SSI) = 18,132.
+    snap_unearned_income: 18_132
+    # person1: 14,400 Social Security + 1,866 SSI = 16,266.
+    # person2: 1,866 SSI + 5,724 SSP = 7,590.
+    hud_unearned_income: [16_266, 7_590]
+
+- name: Case 7, temporary absence without a care liability counts all countable income.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    age: 65
+    state_code: OR
+    or_ssp_category: ROOM_BOARD_ABSENCE
+    # $500 a month.
+    social_security_retirement: 6_000
+  output:
+    # SSI: 994 - (500 - 20) = 514.
+    ssi: 514
+    # 514 SSI + 500 Social Security = 1,014.
+    or_ssp_countable_income: 1_014
+    # No care liability, so all 1,014 is available for room and board.
+    # 773 room and board standard - 1,014 < 0, so no payment.
+    or_ssp: 0