Add Ohio state supplementation for 2026

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

@@ -0,0 +1 @@
+Add Ohio Residential State Supplement for 2026.

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -67,6 +67,8 @@ values:
     - sc_child_care_subsidies
     # New Mexico benefits
     - nm_ssi_state_supplement
+    # Ohio benefits
+    - oh_rss
     # South Carolina benefits
     - sc_ssi_state_supplement
     # Texas benefits
@@ -159,6 +161,8 @@ values:
     - ok_child_care_subsidies
     # New Mexico benefits
     - nm_ssi_state_supplement
+    # Ohio benefits
+    - oh_rss
     # South Carolina benefits
     - sc_ssi_state_supplement
     # Texas benefits
@@ -261,6 +265,8 @@ values:
     - ok_child_care_subsidies
     # New Mexico benefits
     - nm_ssi_state_supplement
+    # Ohio benefits
+    - oh_rss
     # South Carolina benefits
     - sc_ssi_state_supplement
     # Texas benefits
@@ -364,6 +370,8 @@ values:
     - ok_child_care_subsidies
     # New Mexico benefits
     - nm_ssi_state_supplement
+    # Ohio benefits
+    - oh_rss
     # South Carolina benefits
     - sc_ssi_state_supplement
     # Texas 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

@@ -29,6 +29,7 @@ values:
     - disability_benefits
     - survivor_benefits
     - financial_assistance
+
 metadata:
   unit: list
   period: year

policyengine_us/parameters/gov/states/oh/dbh/rss/allowable_fee.yaml

@@ -0,0 +1,13 @@
+description: Ohio provides this monthly allowable facility fee under its Residential State Supplement program.
+values:
+  2023-07-01: 1_600
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Ohio RSS allowable facility fee
+  reference:
+    - title: Ohio Administrative Code 5122-36-05(B)
+      href: https://codes.ohio.gov/ohio-administrative-code/rule-5122-36-05
+    - title: Ohio Medicaid Eligibility Procedure Letter 175
+      href: https://dam.assets.ohio.gov/image/upload/medicaid.ohio.gov/About%20Us/PoliciesGuidelines/MEPL/MEPL-175.pdf#page=1

policyengine_us/parameters/gov/states/oh/dbh/rss/minimum_age.yaml

@@ -0,0 +1,10 @@
+description: Ohio limits its Residential State Supplement to people this age or older.
+values:
+  2022-09-03: 18
+
+metadata:
+  unit: year
+  label: Ohio RSS minimum age
+  reference:
+    - title: Ohio Administrative Code 5122-36-02(A)(1)
+      href: https://codes.ohio.gov/ohio-administrative-code/rule-5122-36-02

policyengine_us/parameters/gov/states/oh/dbh/rss/personal_needs_allowance.yaml

@@ -0,0 +1,13 @@
+description: Ohio provides this monthly personal needs allowance under its Residential State Supplement program.
+values:
+  2023-07-01: 200
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Ohio RSS personal needs allowance
+  reference:
+    - title: Ohio Administrative Code 5122-36-05(C)
+      href: https://codes.ohio.gov/ohio-administrative-code/rule-5122-36-05
+    - title: Ohio Medicaid Eligibility Procedure Letter 175
+      href: https://dam.assets.ohio.gov/image/upload/medicaid.ohio.gov/About%20Us/PoliciesGuidelines/MEPL/MEPL-175.pdf#page=1

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

@@ -47,6 +47,7 @@ values:
     - mo_ssp
     - ne_aabd
     - nm_ssi_state_supplement
+    - oh_rss
     - sc_ssi_state_supplement
     - tx_ssi_state_supplement
     - wa_ssp
@@ -95,9 +96,7 @@ 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: OH
+        status: partial
+        name: Ohio RSS
+        full_name: Ohio Residential State Supplement
+        variable: oh_rss
+        parameter_prefix: gov.states.oh.dbh.rss
+        verified_years: '2026'
+        notes: Models 2026 payments for approved placements, including first-month proration.
+          Care certification is an input, Medicaid enrollment must be supplied when the model
+          does not determine it, and PASS and specialized work-expense exclusions are not
+          modeled.
 
   - id: social_security
     name: Social Security

policyengine_us/tests/policy/baseline/gov/states/oh/dbh/rss/integration.yaml

@@ -0,0 +1,233 @@
+- name: Case 1, both spouses in approved care.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        oh_rss_certified: true
+        medicaid_enrolled: true
+      person2:
+        age: 65
+        oh_rss_certified: true
+        medicaid_enrolled: true
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OH
+  output:
+    oh_rss: [1_054.5, 1_054.5]
+
+- name: Case 2, one spouse in approved care.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        oh_rss_certified: true
+        medicaid_enrolled: true
+      person2:
+        age: 65
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OH
+  output:
+    oh_rss: [1_054.5, 0]
+
+- name: Case 3, ineligible spouse income is not deemed.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        oh_rss_certified: true
+        medicaid_enrolled: true
+      person2:
+        age: 40
+        # BLS OEWS May 2025, Ohio all-occupations median annual wage.
+        employment_income: 49_380
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OH
+  output:
+    # SSI deems the spouse's wages: 49,380 / 12 = 4,115;
+    # (4,115 - 20 - 65) / 2 = 2,015.
+    ssi_income_deemed_from_ineligible_spouse: [2_015, 0]
+    # Couple rate under deeming: 1,491 - 2,015 < 0.
+    ssi: [0, 0]
+    oh_rss_eligible: [true, false]
+    # RSS counts only person1's own income (0) plus SSI (0). Person2 is not
+    # an RSS candidate; person2's own wages compute to (4,115 - 85) / 2 = 2,015.
+    oh_rss_countable_income: [0, 2_015]
+    # 1,600 fee + 200 allowance - 0 = 1,800.
+    oh_rss: [1_800, 0]
+
+- name: Case 4, combined resource boundary.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        oh_rss_certified: true
+        medicaid_enrolled: true
+        ssi_countable_resources: 2_000
+      person2:
+        age: 65
+        oh_rss_certified: true
+        medicaid_enrolled: true
+        ssi_countable_resources: 1_000
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OH
+  output:
+    oh_rss: [1_054.5, 1_054.5]
+
+- name: Case 5, combined excess resources.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        oh_rss_certified: true
+        medicaid_enrolled: true
+        ssi_countable_resources: 2_000
+      person2:
+        age: 65
+        oh_rss_certified: true
+        medicaid_enrolled: true
+        ssi_countable_resources: 1_001
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OH
+  output:
+    oh_rss: [0, 0]
+
+- name: Case 6, annual benefits and SNAP income.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    state_code: OH
+    age: 65
+    oh_rss_certified: true
+    medicaid_enrolled: true
+  output:
+    oh_rss: 9_672
+    household_state_benefits: 9_672
+    snap_unearned_income: 21_600
+    # HUD income excludes RSS (see oh_rss): SSI 994 * 12 = 11_928.
+    hud_unearned_income: 11_928
+
+- name: Case 7, partial month daily amount rounded upward.
+  period: 2026-04
+  absolute_error_margin: 0.01
+  input:
+    state_code:
+      2026: OH
+    age:
+      2026: 65
+    oh_rss_certified: true
+    medicaid_enrolled:
+      2026: true
+    oh_rss_days_of_placement: 15
+  output:
+    oh_rss: 403.05
+
+- name: Case 8, couple income pooled with one general exclusion.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 70
+        oh_rss_certified: true
+        medicaid_enrolled: true
+        social_security_retirement: 12_000
+      person2:
+        age: 70
+        oh_rss_certified: true
+        medicaid_enrolled: true
+        social_security_retirement: 12_000
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OH
+  output:
+    oh_rss_eligible: [true, true]
+    # SSI couple computation: (1,000 + 1,000 - 20) / 2 = 990 each.
+    ssi_countable_income: [990, 990]
+    # 1,491 / 2 = 745.50 - 990 < 0.
+    ssi: [0, 0]
+    # RSS pools the couple's income: (2,000 - 20) / 2 = 990 each (not
+    # 1,000 - 20 = 980 with a separate exclusion per spouse); SSI adds 0.
+    oh_rss_countable_income: [990, 990]
+    # 1,600 fee + 200 allowance - 990 = 810 each.
+    oh_rss: [810, 810]
+
+- name: Case 9, partial month with a whole-cent daily amount.
+  period: 2026-04
+  absolute_error_margin: 0.01
+  input:
+    state_code:
+      2026: OH
+    age:
+      2026: 65
+    oh_rss_certified: true
+    medicaid_enrolled:
+      2026: true
+    # $1,578.50 a month, chosen so the daily amount is a whole cent.
+    social_security_retirement:
+      2026: 18_942
+    oh_rss_days_of_placement: 15
+  output:
+    oh_rss_eligible: true
+    # 18,942 / 12 = 1,578.50; 1,578.50 - 20 = 1,558.50; 994 - 1,558.50 < 0.
+    ssi: 0
+    # 1,558.50 + SSI 0.
+    oh_rss_countable_income: 1_558.5
+    # 1,800 - 1,558.50 = 241.50; 241.50 / 30 days = 8.05 exactly (no
+    # float round-up to 8.06); 8.05 x 15 days = 120.75.
+    oh_rss: 120.75