Add Rhode Island state supplementation for 2026

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

@@ -0,0 +1 @@
+Add Rhode Island optional state SSI supplements and institutional payments, verified 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
+    # Rhode Island benefits
+    - ri_ssp
     # 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
+    # Rhode Island benefits
+    - ri_ssp
     # 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
+    # Rhode Island benefits
+    - ri_ssp
     # 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
+    # Rhode Island benefits
+    - ri_ssp
     # 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

@@ -19,6 +19,7 @@ values:
     - strike_benefits
     - social_security
     - ssi
+    - ri_ssp
     - 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/ssa/ssi/state_supplement/minimum_payment.yaml

@@ -0,0 +1,13 @@
+description: The Social Security Administration pays at least this monthly amount to each recipient of a positive federally administered optional state supplement.
+values:
+  2026-01-01: 1
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: SSI optional state supplement minimum payment
+  reference:
+    - title: 20 CFR 416.2020(c) - Minimum federally administered supplementary payment
+      href: https://www.ssa.gov/OP_Home/cfr20/416/416-2020.htm
+    - title: POMS SI 02001.005 A.2 and B.2 - Minimum benefit for individuals and members of couples
+      href: https://secure.ssa.gov/poms.nsf/lnx/0502001005

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

@@ -0,0 +1,42 @@
+description: Rhode Island provides these amounts as the monthly couple payment under the State Supplementary Payment program.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Rhode Island SSP couple amount
+  breakdown:
+    - ri_ssp_living_arrangement
+  reference:
+    - title: R.I. Gen. Laws § 40-6-27(a)(1)(iii), (iv), (v), (a)(3)
+      href: https://webserver.rilegislature.gov/Statutes/TITLE40/40-6/40-6-27.htm
+    - title: "218-RICR-20-00-5, Sections 5.1.1.A.3, 5.1.1.B.1 and 5.6.A #page 1,13"
+      href: https://risos-apa-production-public.s3.amazonaws.com/DHS/REG_13426_20260109151518643.pdf#page=1
+    - title: POMS SI BOS01415.012 B.1, Rhode Island residential care/assisted living (D)
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501415012BOS
+    - title: 20 CFR 416.2025(b)(3)
+      href: https://www.law.cornell.edu/cfr/text/20/416.2025#b_3
+
+INDEPENDENT:
+  2026-01-01: 79.38
+
+HOUSEHOLD_OF_ANOTHER:
+  2026-01-01: 97.3
+
+# Category D applies to adult individuals only and has no couple rate
+# (POMS SI BOS01415.012 B.1; 218-RICR-20-00-5 Section 5.6.A lists N/A), so
+# ri_ssp pays a member of an eligible couple the Category A rate instead.
+# This entry equals the individual rate so that the ineligible-spouse
+# comparison of the higher couple or individual rate (20 CFR 416.2025(b)(3);
+# POMS SI 01320.430 C.7) uses the individual rate.
+RESIDENTIAL_CARE:
+  2026-01-01: 332
+
+# Category E covers an individual or couple in a Title XIX facility
+# (218-RICR-20-00-5 Section 5.1.1.A.3.c) and pays the personal needs
+# allowance to each individual (R.I. Gen. Laws § 40-6-27(a)(3)), so the
+# couple entry is twice the individual rate.
+MEDICAID_INSTITUTION:
+  2026-01-01: 90
+
+NONE:
+  2026-01-01: 0

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

@@ -0,0 +1,30 @@
+description: Rhode Island provides these amounts as the monthly individual payment under the State Supplementary Payment program.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Rhode Island SSP individual amount
+  breakdown:
+    - ri_ssp_living_arrangement
+  reference:
+    - title: R.I. Gen. Laws § 40-6-27(a)(1)(i), (ii), (v), (a)(3)
+      href: https://webserver.rilegislature.gov/Statutes/TITLE40/40-6/40-6-27.htm
+    - title: 218-RICR-20-00-5, Section 5.6.A
+      href: https://risos-apa-production-public.s3.amazonaws.com/DHS/REG_13426_20260109151518643.pdf#page=13
+    - title: POMS SI 01415.058 L.2, Rhode Island Category D federally administered January 2026 payment level
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#l2
+
+INDEPENDENT:
+  2026-01-01: 39.92
+
+HOUSEHOLD_OF_ANOTHER:
+  2026-01-01: 51.92
+
+RESIDENTIAL_CARE:
+  2026-01-01: 332
+
+MEDICAID_INSTITUTION:
+  2026-01-01: 45
+
+NONE:
+  2026-01-01: 0

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

@@ -47,6 +47,7 @@ values:
     - mo_ssp
     - ne_aabd
     - nm_ssi_state_supplement
+    - ri_ssp
     - 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 +1093,18 @@ 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: RI
+        status: partial
+        name: Rhode Island SSP
+        full_name: Rhode Island State Supplementary Payment
+        variable: ri_ssp
+        parameter_prefix: gov.states.ri.dhs.ssp
+        verified_years: "2026"
+        notes: >-
+          Models 2026 optional living-arrangement supplements and Title XIX
+          facility personal-needs payments. Mandatory grandfathered payments,
+          facility subsidies and the statutory supportive residential-care
+          category are not modeled.
 
   - id: social_security
     name: Social Security

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

@@ -0,0 +1,185 @@
+- 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: RI
+  output:
+    # Both spouses are aged, so the SSI couple computation applies.
+    ssi_couple_computation_applies: [true, true]
+    ri_ssp_living_arrangement: [INDEPENDENT, INDEPENDENT]
+    ssi_countable_income: [0, 0]
+    # Federal couple rate: 1_491 / 2 = 745.50 each
+    ssi_amount_if_eligible: [745.5, 745.5]
+    ssi: [745.5, 745.5]
+    # Category A couple rate: 79.38 / 2 = 39.69 each
+    ri_ssp: [39.69, 39.69]
+
+- name: Case 2, couple living in another person's household.
+  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: RI
+  output:
+    ssi_federal_living_arrangement: [ANOTHER_PERSONS_HOUSEHOLD, ANOTHER_PERSONS_HOUSEHOLD]
+    ri_ssp_living_arrangement: [HOUSEHOLD_OF_ANOTHER, HOUSEHOLD_OF_ANOTHER]
+    ssi_couple_computation_applies: [true, true]
+    # The one-third reduction lowers the rate; no in-kind support is counted.
+    ssi_countable_income: [0, 0]
+    # Federal: 1_491 / 2 = 745.50 * (1 - 1/3) = 497 each
+    ssi_amount_if_eligible: [497, 497]
+    ssi: [497, 497]
+    # Category B couple rate: 97.30 / 2 = 48.65 each
+    ri_ssp: [48.65, 48.65]
+
+- name: Case 3, annual benefits and SNAP income.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    state_code: RI
+    age: 65
+  output:
+    ssi_countable_income: 0
+    # Federal: 994 * 12 = 11_928
+    ssi_amount_if_eligible: 11_928
+    ssi: 11_928
+    # Category A individual rate: 39.92 * 12 = 479.04
+    ri_ssp: 479.04
+    household_state_benefits: 479.04
+    # SSI plus the supplement: 11_928 + 479.04 = 12_407.04
+    snap_unearned_income: 12_407.04
+    hud_unearned_income: 12_407.04
+
+- name: Case 4, couple with Social Security above the federal couple rate.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 70
+        social_security_retirement: 12_600
+      person2:
+        age: 68
+        social_security_retirement: 6_000
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: RI
+  output:
+    ssi_couple_computation_applies: [true, true]
+    ri_ssp_living_arrangement: [INDEPENDENT, INDEPENDENT]
+    # Monthly Social Security: 12_600 / 12 = 1_050 and 6_000 / 12 = 500
+    ssi_unearned_income: [1_050, 500]
+    # Couple countable income: 1_050 + 500 - 20 = 1_530; 1_530 / 2 = 765 each
+    ssi_countable_income: [765, 765]
+    ssi_amount_if_eligible: [745.5, 745.5]
+    # 745.50 - 765 = -19.50, so federal SSI is exhausted.
+    uncapped_ssi: [-19.5, -19.5]
+    ssi: [0, 0]
+    # Category A: 39.69 - (765 - 745.50) = 39.69 - 19.50 = 20.19 each
+    ri_ssp: [20.19, 20.19]
+
+- name: Case 5, aged worker with part-time earnings.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    state_code: RI
+    age: 67
+    employment_income: 25_200
+  output:
+    ri_ssp_living_arrangement: INDEPENDENT
+    # Earnings: 25_200 / 12 = 2_100 per month
+    ssi_earned_income: 2_100
+    # No unearned income, so the $20 general exclusion applies to earnings:
+    # (2_100 - 20 - 65) * 0.5 = 1_007.50
+    ssi_countable_income: 1_007.5
+    ssi_amount_if_eligible: 994
+    # 994 - 1_007.50 = -13.50, so federal SSI is exhausted.
+    uncapped_ssi: -13.5
+    ssi: 0
+    # Category A: 39.92 - (1_007.50 - 994) = 39.92 - 13.50 = 26.42
+    ri_ssp: 26.42
+
+- name: Case 6, assisted living resident with an ineligible spouse.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 72
+        ri_ssp_certified_residential_care: true
+      person2:
+        age: 63
+        social_security_retirement: 19_200
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: RI
+  output:
+    # Both spouses live together in the assisted living residence, so
+    # person2's income is deemed to person1 (20 CFR 416.1160(a)(1)).
+    # person2 is under 65 and not blind or disabled, so there is no joint
+    # claim and person1 stays in Category D.
+    ssi_couple_computation_applies: [false, false]
+    ri_ssp_living_arrangement: [RESIDENTIAL_CARE, INDEPENDENT]
+    is_ssi_eligible: [true, false]
+    # Spouse income: 19_200 / 12 = 1_600 per month, above the
+    # 1_491 - 994 = 497 deeming threshold.
+    # Deemed income: (0 + 1_600 - 20) - 0 = 1_580
+    ssi_income_deemed_from_ineligible_spouse: [1_580, 0]
+    ssi_countable_income: [1_580, 0]
+    # Deeming uses the couple rate; person2 is not an eligible individual.
+    ssi_amount_if_eligible: [1_491, 994]
+    # 1_491 - 1_580 = -89, so federal SSI is exhausted.
+    uncapped_ssi: [-89, 0]
+    ssi: [0, 0]
+    # Own income alone: 332 - max(0 - 994, 0) = 332
+    # With deeming: max(332, 332) - (1_580 - 1_491) = 332 - 89 = 243
+    # Category D pays the lower amount: min(332, 243) = 243. SSI is 0, so
+    # DHS pays it as a state-only supplement; 243 is a whole dollar.
+    ri_ssp: [243, 0]