Add Virginia state supplementation for 2026

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

@@ -0,0 +1 @@
+Add Virginia Auxiliary Grant for 2026.

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -73,6 +73,7 @@ values:
     - tx_ssi_state_supplement
     # Virginia benefits
     - va_child_care_subsidies
+    - va_ag
     # Massachusetts benefits
     - ma_eaedc
     # DC benefits
@@ -165,6 +166,7 @@ values:
     - tx_ssi_state_supplement
     # Virginia benefits
     - va_child_care_subsidies
+    - va_ag
     # West Virginia benefits
     - wv_child_care_subsidies
     # North Carolina benefits
@@ -267,6 +269,7 @@ values:
     - tx_ssi_state_supplement
     # Virginia benefits
     - va_child_care_subsidies
+    - va_ag
     # West Virginia benefits
     - wv_child_care_subsidies
     # North Carolina benefits
@@ -370,6 +373,7 @@ values:
     - tx_ssi_state_supplement
     # Virginia benefits
     - va_child_care_subsidies
+    - va_ag
     # West Virginia benefits
     - wv_child_care_subsidies
     # North Carolina benefits
@@ -401,6 +405,7 @@ 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
+    - va_ag
     - general_assistance
     - 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/va/dars/ag/excluded_unearned_sources.yaml

@@ -0,0 +1,15 @@
+description: Virginia excludes these sources from countable unearned income under the Auxiliary Grant program.
+values:
+  # Section 24.1.1 excludes interest and dividends earned on countable resources.
+  # Section 24.1.2 counts interest on some excluded resources, which the inputs
+  # do not identify, so all interest and dividends are excluded.
+  2019-07-01:
+    - dividend_income
+    - interest_income
+
+metadata:
+  unit: list
+  label: Virginia Auxiliary Grant non-SSI excluded unearned income sources
+  reference:
+    - title: Virginia Auxiliary Grant Manual, Chapter I section 24.1
+      href: https://townhall.virginia.gov/l/GetFile.cfm?File=C:%5CTownHall%5Cdocroot%5CGuidanceDocs%5C262%5CGDoc_DARS_5346_v2.pdf#page=439

policyengine_us/parameters/gov/states/va/dars/ag/northern_virginia_localities.yaml

@@ -0,0 +1,23 @@
+description: Virginia applies the Planning District 8 care rate in these localities.
+values:
+  2026-01-01:
+    - ARLINGTON_COUNTY_VA
+    - FAIRFAX_COUNTY_VA
+    - LOUDOUN_COUNTY_VA
+    - PRINCE_WILLIAM_COUNTY_VA
+    - ALEXANDRIA_CITY_VA
+    - FAIRFAX_CITY_VA
+    - FALLS_CHURCH_CITY_VA
+    - MANASSAS_CITY_VA
+    - MANASSAS_PARK_CITY_VA
+
+metadata:
+  unit: list
+  label: Virginia Auxiliary Grant Northern Virginia localities
+  reference:
+    - title: Virginia Auxiliary Grant Manual, Supportive Housing, AG rate and approved provider listing
+      href: https://townhall.virginia.gov/l/GetFile.cfm?File=C:%5CTownHall%5Cdocroot%5CGuidanceDocs%5C262%5CGDoc_DARS_5346_v2.pdf#page=542
+    - title: Virginia Auxiliary Grant January 2026 rate letter
+      href: https://www.dss.virginia.gov/media/vdss/licensing/documents/assisted-living-facilities/additional-resources/ARC2026_ag_rate_letter.pdf
+    - title: Virginia 2026 Appropriation Act, Item 332 A
+      href: https://budget.lis.virginia.gov/item/2026/2/HB30/Chapter/1/332/

policyengine_us/parameters/gov/states/va/dars/ag/personal_needs_allowance.yaml

@@ -0,0 +1,13 @@
+description: Virginia provides this monthly personal needs allowance under the Auxiliary Grant program.
+values:
+  2024-01-01: 87
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Virginia Auxiliary Grant personal needs allowance
+  reference:
+    - title: Virginia Auxiliary Grant January 2026 rate letter
+      href: https://www.dss.virginia.gov/media/vdss/licensing/documents/assisted-living-facilities/additional-resources/ARC2026_ag_rate_letter.pdf
+    - title: Virginia 2026 Appropriation Act, Item 332 A
+      href: https://budget.lis.virginia.gov/item/2026/2/HB30/Chapter/1/332/

policyengine_us/parameters/gov/states/va/dars/ag/proration_days.yaml

@@ -0,0 +1,10 @@
+description: Virginia divides the monthly care rate by this number of days when prorating an initial partial month.
+values:
+  2017-07-01: 30
+
+metadata:
+  unit: day
+  label: Virginia Auxiliary Grant proration days
+  reference:
+    - title: Virginia Auxiliary Grant Manual, Chapter J section 3.3
+      href: https://townhall.virginia.gov/l/GetFile.cfm?File=C:%5CTownHall%5Cdocroot%5CGuidanceDocs%5C262%5CGDoc_DARS_5346_v2.pdf#page=522

policyengine_us/parameters/gov/states/va/dars/ag/rate/northern_virginia.yaml

@@ -0,0 +1,13 @@
+description: Virginia provides this monthly approved Auxiliary Grant care rate in this locality group.
+values:
+  2026-01-01: 2_450
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Virginia Auxiliary Grant Northern Virginia care rate
+  reference:
+    - title: Virginia Auxiliary Grant January 2026 rate letter
+      href: https://www.dss.virginia.gov/media/vdss/licensing/documents/assisted-living-facilities/additional-resources/ARC2026_ag_rate_letter.pdf
+    - title: Virginia 2026 Appropriation Act, Item 332 A
+      href: https://budget.lis.virginia.gov/item/2026/2/HB30/Chapter/1/332/

policyengine_us/parameters/gov/states/va/dars/ag/rate/standard.yaml

@@ -0,0 +1,13 @@
+description: Virginia provides this monthly approved Auxiliary Grant care rate in this locality group.
+values:
+  2026-01-01: 2_130
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Virginia Auxiliary Grant standard care rate
+  reference:
+    - title: Virginia Auxiliary Grant January 2026 rate letter
+      href: https://www.dss.virginia.gov/media/vdss/licensing/documents/assisted-living-facilities/additional-resources/ARC2026_ag_rate_letter.pdf
+    - title: Virginia 2026 Appropriation Act, Item 332 A
+      href: https://budget.lis.virginia.gov/item/2026/2/HB30/Chapter/1/332/

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

@@ -49,6 +49,7 @@ values:
     - nm_ssi_state_supplement
     - sc_ssi_state_supplement
     - tx_ssi_state_supplement
+    - va_ag
     - wa_ssp
     # Listed elsewhere: ca_state_supplement is an SPM unit variable with no
     # person-level counterpart. policyengine-core projects a group value onto
@@ -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

@@ -1090,6 +1090,16 @@ 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: VA
+        status: partial
+        name: Virginia Auxiliary Grant
+        full_name: Virginia Auxiliary Grant
+        variable: va_ag
+        parameter_prefix: gov.states.va.dars.ag
+        verified_years: '2026'
+        notes: Models 2026 locality rates and SSI and non-SSI budgets for certified assisted living,
+          adult foster care and supportive housing residents. Conditional resource benefits and
+          historical grandfathering are not modeled.
 
   - id: social_security
     name: Social Security

policyengine_us/tests/policy/baseline/gov/states/va/dars/ag/integration.yaml

@@ -0,0 +1,208 @@
+- name: Case 1, separate institutional SSI claims.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        va_ag_certified: true
+        ssi_claim_is_joint: false
+      person2:
+        age: 65
+        ssi_claim_is_joint: false
+        va_ag_certified: true
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: VA
+  output:
+    va_ag: [1_223, 1_223]
+
+- name: Case 2, initial couple computation.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        va_ag_certified: true
+        va_ag_is_joint_initial_month: true
+      person2:
+        age: 65
+        va_ag_certified: true
+        va_ag_is_joint_initial_month: true
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: VA
+  output:
+    va_ag: [1_472, 1_472]
+
+- name: Case 3, non SSI spouse income is not deemed in ongoing care.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        va_ag_certified: true
+        is_ssi_spousal_deeming_applies: false
+      person2:
+        age: 63
+        social_security_retirement: 18_000
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: VA
+  output:
+    # No deeming: person1 has no income, so SSI is 994 - 0 = 994.
+    # person2 (63, not disabled) is not SSI-eligible.
+    # Deeming would count 1,500 - 20 = 1,480 and cut SSI to 1,491 - 1,480 = 11.
+    ssi: [994, 0]
+    # Countable income 0 + 994 = 994; 2,217 - 994 = 1,223.
+    # With deeming it would be 2,217 - (1,480 + 11) = 726.
+    va_ag: [1_223, 0]
+
+- name: Case 4, initial couple resource limit.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 65
+        va_ag_certified: true
+        va_ag_is_joint_initial_month: true
+        ssi_countable_resources: 1_500
+      person2:
+        age: 65
+        va_ag_certified: true
+        va_ag_is_joint_initial_month: true
+        ssi_countable_resources: 1_501
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: VA
+  output:
+    va_ag: [0, 0]
+
+- name: Case 5, annual grant and SNAP income.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    state_code: VA
+    age: 65
+    va_ag_certified: true
+  output:
+    va_ag: 14_676
+    household_state_benefits: 14_676
+    snap_unearned_income: 26_604
+    hud_unearned_income: 26_604
+
+- name: Case 6, moderate earnings spouse in a separate marital unit is not deemed in ongoing care.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 70
+        va_ag_certified: true
+      person2:
+        age: 60
+        employment_income: 30_000
+    marital_units:
+      marital_unit1:
+        members: [person1]
+      marital_unit2:
+        members: [person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: VA
+  output:
+    # After the entry month the spouse sits in a separate marital unit,
+    # so none of the spouse's 2,500 monthly earnings is deemed.
+    is_ssi_spousal_deeming_applies: [false, false]
+    ssi_income_deemed_from_ineligible_spouse: [0, 0]
+    ssi_countable_income: [0, 0]
+    # person1 gets the individual FBR: 994 - 0 = 994.
+    # person2 (60, not disabled) is not SSI-eligible.
+    uncapped_ssi: [994, 0]
+    ssi: [994, 0]
+    va_ag_eligible: [true, false]
+    va_ag_maximum_care_rate: [2_130, 2_130]
+    # Countable income 0 + 994 = 994; 2,130 + 87 - 994 = 1,223.
+    # In one marital unit, (2,500 - 85) * 0.5 = 1,207.50 would be deemed:
+    # SSI 1,491 - 1,207.50 = 283.50 and the grant 2,217 - 1,491 = 726.
+    va_ag: [1_223, 0]
+
+- name: Case 7, couple entering care together pools income in the initial month.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 70
+        va_ag_certified: true
+        va_ag_is_joint_initial_month: true
+        social_security_retirement: 19_200
+      person2:
+        age: 70
+        va_ag_certified: true
+        va_ag_is_joint_initial_month: true
+        social_security_retirement: 19_200
+    marital_units:
+      couple:
+        members: [person1, person2]
+    tax_units:
+      unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: VA
+  output:
+    # Both spouses are aged, so SSI uses the couple computation.
+    ssi_claim_is_joint: [true, true]
+    ssi_couple_computation_applies: [true, true]
+    # 1,491 / 2 = 745.50 each.
+    ssi_amount_if_eligible: [745.5, 745.5]
+    # (1,600 + 1,600 - 20) / 2 = 1,590 each.
+    ssi_countable_income: [1_590, 1_590]
+    # 745.50 - 1,590 = -844.50, so no SSI.
+    uncapped_ssi: [-844.5, -844.5]
+    ssi: [0, 0]
+    # Pooled resources 0 are within the 3,000 couple limit.
+    va_ag_eligible: [true, true]
+    va_ag_maximum_care_rate: [2_130, 2_130]
+    # Non-SSI budget pools 3,200, takes one 20 exclusion and halves:
+    # (3,200 - 20) / 2 = 1,590 each (separate budgets would give 1,580).
+    va_ag_countable_income: [1_590, 1_590]
+    # 2,130 + 87 - 1,590 = 627 each (637 without the joint flag).
+    va_ag: [627, 627]