Add Pennsylvania state supplementation for 2026

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

@@ -0,0 +1 @@
+Add Pennsylvania optional state SSI supplements and institutional payments, verified for 2026, and count half of the supplement in Pennsylvania Property Tax/Rent Rebate income.

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -69,6 +69,8 @@ values:
     - nj_ssp
     # New Mexico benefits
     - nm_ssi_state_supplement
+    # Pennsylvania benefits
+    - pa_ssp
     # South Carolina benefits
     - sc_ssi_state_supplement
     # Texas benefits
@@ -163,6 +165,8 @@ values:
     - nj_ssp
     # New Mexico benefits
     - nm_ssi_state_supplement
+    # Pennsylvania benefits
+    - pa_ssp
     # South Carolina benefits
     - sc_ssi_state_supplement
     # Texas benefits
@@ -267,6 +271,8 @@ values:
     - nj_ssp
     # New Mexico benefits
     - nm_ssi_state_supplement
+    # Pennsylvania benefits
+    - pa_ssp
     # South Carolina benefits
     - sc_ssi_state_supplement
     # Texas benefits
@@ -372,6 +378,8 @@ values:
     - nj_ssp
     # New Mexico benefits
     - nm_ssi_state_supplement
+    # Pennsylvania benefits
+    - pa_ssp
     # South Carolina benefits
     - sc_ssi_state_supplement
     # Texas benefits

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

@@ -20,6 +20,7 @@ values:
     - social_security
     - ssi
     - nj_ssp
+    - pa_ssp
     - general_assistance
     - total_unemployment_compensation
     - child_support_received

policyengine_us/parameters/gov/states/pa/dhs/ssp/amount/couple.yaml

@@ -0,0 +1,43 @@
+description: Pennsylvania provides these amounts as the monthly couple payment under the State Supplementary Payment program.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Pennsylvania SSP couple amount
+  breakdown:
+    - pa_ssp_living_arrangement
+  reference:
+    - title: 55 Pa. Code § 299.37, Optional SSP levels
+      href: https://www.pacodeandbulletin.gov/secure/pacode/data/055/chapter299/s299.37.html
+    - title: POMS SI 01415.058 K.2.b, Couple payment levels for Pennsylvania (January 2026)
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#k2b
+    - title: Pennsylvania Medical Assistance Eligibility Handbook 387 Appendix A, SSI Payment Levels (January 1, 2026)
+      href: http://services.dpw.state.pa.us/oimpolicymanuals/ma/387_SSI/387_Appendix_A.htm
+    - title: Pennsylvania Long-Term Care Handbook 450.243, SSI Benefits
+      href: http://services.dpw.state.pa.us/oimpolicymanuals/ltc/450_Income/450_2_Countable_Income.htm#450.243_SSI_Benefits
+
+INDEPENDENT:
+  2026-01-01: 33.3
+
+HOUSEHOLD_OF_ANOTHER:
+  2026-01-01: 38.44
+
+# 55 Pa. Code § 299.37 still prints the pre-increase care home couple levels
+# ($947.40 domiciliary, $957.40 personal care); POMS K.2.b and Handbook 387
+# Appendix A give the 2026 levels.
+DOMICILIARY_CARE:
+  2026-01-01: 1_347.4
+
+# SSA pays this couple rate only in the month the couple moves into the
+# personal care home (POMS SI 01415.058 K.2.b NOTE); from the next month the
+# spouses are individual recipients.
+PERSONAL_CARE:
+  2026-01-01: 1_357.4
+
+# Unused: pa_ssp pays the per-person Supplement for Personal Needs from
+# individual.yaml, so this key only completes the breakdown.
+MEDICAID_INSTITUTION:
+  2026-01-01: 0
+
+NONE:
+  2026-01-01: 0

policyengine_us/parameters/gov/states/pa/dhs/ssp/amount/individual.yaml

@@ -0,0 +1,41 @@
+description: Pennsylvania provides these amounts as the monthly individual payment under the State Supplementary Payment program.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Pennsylvania SSP individual amount
+  breakdown:
+    - pa_ssp_living_arrangement
+  reference:
+    - title: 55 Pa. Code § 299.37, Optional SSP levels
+      href: https://www.pacodeandbulletin.gov/secure/pacode/data/055/chapter299/s299.37.html
+    - title: POMS SI 01415.058 K.2.a, Recipient payment levels for Pennsylvania (January 2026)
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#k2a
+    - title: Pennsylvania Medical Assistance Eligibility Handbook 387 Appendix A, SSI Payment Levels (January 1, 2026)
+      href: http://services.dpw.state.pa.us/oimpolicymanuals/ma/387_SSI/387_Appendix_A.htm
+    - title: Pennsylvania Long-Term Care Handbook 450.243, SSI Benefits
+      href: http://services.dpw.state.pa.us/oimpolicymanuals/ltc/450_Income/450_2_Countable_Income.htm#450.243_SSI_Benefits
+
+INDEPENDENT:
+  2026-01-01: 22.1
+
+HOUSEHOLD_OF_ANOTHER:
+  2026-01-01: 25.53
+
+# 55 Pa. Code § 299.37 still prints the pre-increase care home levels ($434.30
+# domiciliary, $439.30 personal care); POMS K.2.a and Handbook 387 Appendix A
+# give the 2026 levels.
+DOMICILIARY_CARE:
+  2026-01-01: 634.3
+
+PERSONAL_CARE:
+  2026-01-01: 639.3
+
+# LTC Handbook 450.243 sets the $22.10 Supplement for Personal Needs; Handbook 387
+# Appendix A's 2026 note still prints $15.00, but its $52.10 total is
+# $30 + $22.10.
+MEDICAID_INSTITUTION:
+  2026-01-01: 22.1
+
+NONE:
+  2026-01-01: 0

policyengine_us/parameters/gov/states/pa/dhs/ssp/care_age_threshold.yaml

@@ -0,0 +1,11 @@
+description: Pennsylvania sets this age as the minimum for the domiciliary care and personal care home supplements under the State Supplementary Payment program.
+values:
+  2026-01-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Pennsylvania SSP care minimum age
+  reference:
+    - title: POMS SI 01415.058 K.1, Domiciliary and personal care definitions
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#k1

policyengine_us/parameters/gov/states/pa/tax/property/property_tax_or_rent_rebate/benefit_income_rate.yaml

@@ -1,10 +1,10 @@
-description: Pennsylvania counts this share of Social Security, SSI, and Railroad Retirement Tier 1 benefits under the Property Tax/Rent Rebate program.
+description: Pennsylvania counts this share of Social Security, Supplemental Security Income, State Supplementary Payment, and Railroad Retirement Tier 1 benefits under the Property Tax/Rent Rebate program.
 values:
   2025-01-01: 0.5
 metadata:
   unit: /1
   period: year
   label: Pennsylvania Property Tax/Rent Rebate benefit income rate
   reference:
-    - title: 2025 PA-1000 Pennsylvania Property Tax or Rent Rebate Program Instruction Booklet, Lines 4 and 5
-      href: https://www.pa.gov/content/dam/copapwp-pagov/en/revenue/documents/formsandpublications/formsforindividuals/ptrr/documents/2025_pa-1000_inst.pdf#page=7
+    - title: "2025 PA-1000 Pennsylvania Property Tax or Rent Rebate Program Instruction Booklet, State Supplementary Payment recipients and Lines 4 and 5 #page 3,7"
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/revenue/documents/formsandpublications/formsforindividuals/ptrr/documents/2025_pa-1000_inst.pdf#page=3

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

@@ -48,6 +48,7 @@ values:
     - ne_aabd
     - nj_ssp
     - nm_ssi_state_supplement
+    - pa_ssp
     - sc_ssi_state_supplement
     - tx_ssi_state_supplement
     - wa_ssp

policyengine_us/programs.yaml

@@ -1104,6 +1104,19 @@ programs:
           Models 2026 New Jersey optional supplement rates by living
           arrangement, including the ineligible-spouse variation. Mandatory
           grandfathered supplementation is not modeled.
+      - state: PA
+        status: partial
+        name: Pennsylvania SSP
+        full_name: Pennsylvania State Supplementary Payment
+        variable: pa_ssp
+        parameter_prefix: gov.states.pa.dhs.ssp
+        verified_years: "2026"
+        notes: >-
+          Models 2026 optional supplements for independent living, the
+          household of another and certified domiciliary and personal care
+          homes, plus the institutional Supplement for Personal Needs.
+          Mandatory grandfathered and essential-person supplements and
+          ancillary facility subsidies are not modeled.
 
   - id: social_security
     name: Social Security

policyengine_us/tests/policy/baseline/gov/states/household/state_property_tax_credits/pa_property_tax_or_rent_rebate_in_aggregate.yaml

@@ -10,6 +10,7 @@
       person1:
         age: 65
         ssi: 0
+        pa_ssp: 0
         real_estate_taxes: 2_000
     tax_units:
       tax_unit:

policyengine_us/tests/policy/baseline/gov/states/pa/dhs/ssp/integration.yaml

@@ -0,0 +1,195 @@
+- name: Case 1, independent couple.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+      person2:
+        age: 65
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: PA
+  output:
+    pa_ssp: [16.65, 16.65]
+
+- name: Case 2, household of another couple.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+      person2:
+        age: 65
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: PA
+  output:
+    pa_ssp: [19.22, 19.22]
+
+- name: Case 3, annual benefits and SNAP income.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    state_code: PA
+    age: 65
+  output:
+    pa_ssp: 265.2
+    household_state_benefits: 265.2
+    snap_unearned_income: 12_193.2
+    hud_unearned_income: 12_193.2
+
+- name: Case 4, domiciliary care couple keeps the couple rate.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        pa_ssp_care_home: DOMICILIARY_CARE
+      person2:
+        age: 65
+        pa_ssp_care_home: DOMICILIARY_CARE
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: PA
+  output:
+    # Both spouses are aged and live in their own household for SSI.
+    ssi_couple_computation_applies: [true, true]
+    # Couple FBR 1,491 / 2 = 745.50 each.
+    ssi_amount_if_eligible: [745.5, 745.5]
+    # No income: 745.50 - 0 = 745.50 each.
+    ssi: [745.5, 745.5]
+    # Domiciliary care couple rate 1,347.40 / 2 = 673.70 each.
+    pa_ssp: [673.7, 673.7]
+
+- name: Case 5, personal care home couple after the move month as separate claims.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        pa_ssp_care_home: PERSONAL_CARE
+        ssi_claim_is_joint: false
+      person2:
+        age: 65
+        pa_ssp_care_home: PERSONAL_CARE
+        ssi_claim_is_joint: false
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: PA
+  output:
+    # From the month after the move both spouses are individual recipients
+    # (POMS SI 01415.058 K.2.b NOTE), entered as separate claims.
+    ssi_couple_computation_applies: [false, false]
+    # Individual FBR 994 each.
+    ssi_amount_if_eligible: [994, 994]
+    # No income: 994 - 0 = 994 each.
+    ssi: [994, 994]
+    # Individual personal care home rate 639.30 each.
+    pa_ssp: [639.3, 639.3]
+
+- name: Case 6, mixed independent and personal care home couple in the move month.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+      person2:
+        age: 65
+        pa_ssp_care_home: PERSONAL_CARE
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: PA
+  output:
+    # A personal care home is not a medical facility, so the couple stays joint.
+    ssi_couple_computation_applies: [true, true]
+    # Couple FBR 1,491 / 2 = 745.50 each with no income.
+    ssi: [745.5, 745.5]
+    # Couple total 33.30 / 2 + 1,357.40 / 2 = 16.65 + 678.70 = 695.35; the
+    # shared helper gives each spouse 695.35 / 2 = 347.675. The independent
+    # spouse's state-administered amount stays 347.675; SSA rounds the
+    # personal care spouse's amount up to 347.68. POMS PHI01415.010 Chart 35
+    # note 2 splits the same total as 16.65 and 678.70 (documented limitation).
+    pa_ssp: [347.675, 347.68]
+
+- name: Case 7, aged person with an ineligible working spouse.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 67
+        social_security_retirement: 8_400
+      person2:
+        age: 60
+        # Pennsylvania minimum wage, 7.25 per hour x 40 hours x 52 weeks.
+        employment_income: 15_080
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: PA
+  output:
+    # Spouse earnings 15,080 exceed (1,491 - 994) x 12 = 5,964, so deeming
+    # applies to person1; person2 is not aged, blind or disabled.
+    is_ssi_spousal_deeming_applies: [true, false]
+    # Combined countable (700 - 20) + (1,256.67 - 65) / 2 = 680 + 595.83
+    # = 1,275.83, less own countable 680 = 595.83 deemed.
+    ssi_income_deemed_from_ineligible_spouse: [595.83, 0]
+    # Own 680 + deemed 595.83 = 1,275.83.
+    ssi_countable_income: [1_275.83, 0]
+    # Couple FBR 1,491 - 1,275.83 = 215.17, below the 994 individual cap.
+    ssi: [215.17, 0]
+    # Own-income payment: 680 is below 994, so 22.10. Deemed payment: 1,275.83
+    # is below 1,491, so the 33.30 couple rate. The lower amount, 22.10, applies.
+    pa_ssp: [22.1, 0]