Add Iowa state supplementation for 2026

changelog.d/ia-ssp.added.md

@@ -0,0 +1 @@
+Add Iowa State Supplementary Assistance for 2026.

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -105,6 +105,8 @@ values:
     - ma_eaedc
     # DC benefits
     - dc_ossp
+    # Iowa benefits
+    - ia_ssa
     # Kansas benefits
     - ks_sspp
     # Hawaii benefits
@@ -231,6 +233,8 @@ values:
     - ma_eaedc
     # DC benefits
     - dc_ossp
+    # Iowa benefits
+    - ia_ssa
     # Kansas benefits
     - ks_sspp
     # Hawaii benefits
@@ -362,6 +366,8 @@ values:
     # DC benefits
     - dc_ossp
     - dc_child_care_subsidies
+    # Iowa benefits
+    - ia_ssa
     # Kansas benefits
     - ks_sspp
     # Hawaii benefits
@@ -493,6 +499,8 @@ values:
     # DC benefits
     - dc_ossp
     - dc_child_care_subsidies
+    # Iowa benefits
+    - ia_ssa
     # Kansas benefits
     - ks_sspp
     # Hawaii benefits

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

@@ -36,6 +36,7 @@ values:
     - sd_ssp
     - vt_aabd
     - va_ag
+    - ia_ssa_countable_for_hud
     - general_assistance
     - total_unemployment_compensation
     - child_support_received

policyengine_us/parameters/gov/states/ia/hhs/ssa/blind_amount.yaml

@@ -0,0 +1,15 @@
+description: Iowa provides this amount as the monthly blind supplement under the State Supplementary Assistance program.
+values:
+  2026-01-01: 22
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Iowa SSA blind supplement
+  reference:
+    - title: Iowa HHS Employees' Manual 6-B (revised May 22, 2026), Blind Supplement
+      href: https://hhs.iowa.gov/media/3987/download?inline=#page=20
+    - title: 441 IAC 52.1(4)
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.52.pdf#page=2
+    - title: SSA POMS SI 01415.058 F.2.a (TN 95, 08-26), Iowa recipient payment levels
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#f2a

policyengine_us/parameters/gov/states/ia/hhs/ssa/dependent_amount.yaml

@@ -0,0 +1,28 @@
+description: Iowa provides this amount as the monthly dependent-person supplement under the State Supplementary Assistance program.
+values:
+  2023-01-01: 474
+  2024-01-01: 490
+  2025-01-01: 503
+  2026-01-01: 518
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Iowa SSA dependent-person supplement
+  # The same amount is the dependent's income limit (6-B Nonfinancial Eligibility (DP)).
+  # NOTE: 441 IAC 52.1 adjusts assistance standards each January 1 for the SSA
+  # cost-of-living adjustment but publishes no method, so this value stays at
+  # its 2026 level until a later schedule is added.
+  reference:
+    - title: "Iowa HHS Employees' Manual 6-B (revised May 22, 2026), Dependent Person Supplement #page 24-28"
+      href: https://hhs.iowa.gov/media/3987/download?inline=#page=24
+    - title: 441 IAC 52.1 and 52.1(2)
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.52.pdf#page=1
+    - title: SSA POMS SI 01415.058 F.2 (TN 95, 08-26), Iowa payment levels
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#f2
+    - title: "Iowa HHS General Letter 6-B-46 (effective January 1, 2025) #page 1-2"
+      href: https://hhs.iowa.gov/media/15607/download#page=1
+    - title: Iowa HHS General Letter 6-B-45 (effective January 1, 2024)
+      href: https://hhs.iowa.gov/media/12206/download#page=1
+    - title: Iowa HHS 2023 State Supplementary Assistance standards
+      href: https://hhs.iowa.gov/media/9237/download

policyengine_us/parameters/gov/states/ia/hhs/ssa/excluded_unearned_sources.yaml

@@ -0,0 +1,18 @@
+description: Iowa excludes these unearned income sources from countable income under the State Supplementary Assistance program.
+values:
+  2026-01-01:
+    - interest_income
+    - dividend_income
+
+metadata:
+  unit: list
+  period: year
+  label: Iowa SSA excluded unearned income sources
+  # NOTE: 20 CFR 416.1124(c)(22) excludes interest and dividends from a
+  # countable resource, but federal SSI in the model still counts them (issue
+  # 10079). Remove this list once SSI excludes them, or they are excluded twice.
+  reference:
+    - title: 20 CFR 416.1124(c)(22)
+      href: https://www.ecfr.gov/current/title-20/section-416.1124#p-416.1124(c)(22)
+    - title: "Iowa HHS Employees' Manual 8-E (revised April 11, 2025), Dividends and Interest Income #page 23,36"
+      href: https://hhs.iowa.gov/media/4011/download?inline#page=23

policyengine_us/parameters/gov/states/ia/hhs/ssa/family_life_supplement.yaml

@@ -0,0 +1,19 @@
+description: Iowa provides this amount as the maximum monthly family-life home supplement under the State Supplementary Assistance program.
+values:
+  2026-01-01: 162
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Iowa SSA maximum family-life home supplement
+  # The family-life home standard is the SSI individual benefit rate plus this
+  # supplement ("$162 ($1,156 - $994 SSI standard)"). SSA pays at most $142,
+  # this supplement less the $20 general exclusion. The couple amount is twice
+  # the standard less the SSI couple rate and $20 (POMS code D Aged/Aged $801).
+  reference:
+    - title: Iowa HHS Employees' Manual 6-B (revised May 22, 2026), Making the Family-Life Home Payment
+      href: https://hhs.iowa.gov/media/3987/download?inline=#page=35
+    - title: 441 IAC 52.1 and 52.1(1)
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.52.pdf#page=1
+    - title: SSA POMS SI 01415.058 F.2 (TN 95, 08-26), Iowa code D payment levels
+      href: https://secure.ssa.gov/poms.nsf/lnx/0501415058#f2

policyengine_us/parameters/gov/states/ia/hhs/ssa/fpg_year_start_month.yaml

@@ -0,0 +1,14 @@
+description: Iowa uses the current calendar year's federal poverty guidelines from this month for the Supplement for Medicare and Medicaid Eligibles income test under the State Supplementary Assistance program.
+values:
+  2026-01-01: 4
+
+metadata:
+  unit: month
+  period: year
+  label: Iowa SSA SMME poverty guideline year start month
+  # Earlier months use the prior year's guidelines.
+  reference:
+    - title: 441 IAC 75.1, federal poverty level "revised annually on April 1"
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.75.pdf#page=2
+    - title: Iowa HHS RC-0130 (Rev. 04/26), 120% of the federal poverty level effective 4/1/26
+      href: https://hhs.iowa.gov/media/6948/download#page=2

policyengine_us/parameters/gov/states/ia/hhs/ssa/ihhrc_cost_limit.yaml

@@ -0,0 +1,26 @@
+description: Iowa limits the monthly in-home health-related care cost per recipient to this amount under the State Supplementary Assistance program.
+values:
+  2026-01-01: 480.55
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Iowa SSA maximum in-home health-related care cost per recipient
+  # 6-B Income (IHHRC) p.41: "If the care needed by the client is more
+  # expensive than these limits, the client is not eligible for a SSA payment
+  # for in-home health-related care." 441 IAC 177 agrees: 177.9(4) (IAC
+  # 8/5/26, ARC 0460D, effective October 1, 2026) terminates IHHRC for
+  # "Excessive costs. When the cost of care exceeds the maximum established in
+  # subrule 177.9(3)", a cross-reference that should read 177.8(3), the
+  # $480.55 maximum benefit payable. The IAC 2/5/25 edition has it at
+  # 177.11(4), citing 177.10(3). 177.2(1)"f" also limits countable income to
+  # "$480.55 per month if one needs care or $961.10 if both need care", which
+  # pays nothing whenever participation reaches the cost. ia_ssa.yaml Cases
+  # 16-17 pin the ceiling.
+  reference:
+    - title: Iowa HHS Employees' Manual 6-B (revised May 22, 2026), Income (IHHRC)
+      href: https://hhs.iowa.gov/media/3987/download?inline=#page=41
+    - title: '441 IAC 177.2(1)"f", 177.8(3) and 177.9(4) (IAC 8/5/26) #page 1,4-5'
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.177.pdf#page=1
+    - title: '441 IAC 177.4(1)"f", 177.10(3) and 177.11(4) (IAC 2/5/25) #page 2,5'
+      href: https://www.legis.iowa.gov/docs/iac/chapter/01-07-2026.441.177.pdf#page=2

policyengine_us/parameters/gov/states/ia/hhs/ssa/rcf_daily_limit.yaml

@@ -0,0 +1,29 @@
+description: Iowa limits the residential care facility daily rate to this amount under the State Supplementary Assistance program.
+values:
+  2023-01-01: 35.89
+  2024-01-01: 36.82
+  2025-01-01: 37.6
+  2026-01-01: 38.47
+
+metadata:
+  unit: currency-USD
+  period: day
+  label: Iowa SSA maximum residential care daily rate
+  # NOTE: Iowa Code 249.12(3) sets the rate through "the maximum per diem rates
+  # established by the general assembly through the appropriations process",
+  # not by the COLA (2025 $37.60 to 2026 $38.47 is 2.3 percent against a 2.8
+  # percent COLA). Later years carry the 2026 rate as a frozen projection until
+  # a new rate is published.
+  reference:
+    - title: Iowa HHS Employees' Manual 6-B (revised May 22, 2026), Billing and Payments (RCF)
+      href: https://hhs.iowa.gov/media/3987/download?inline=#page=72
+    - title: "441 IAC 52.1 and 52.1(3) #page 1-2"
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.52.pdf#page=1
+    - title: Iowa Code 249.12(3)
+      href: https://www.legis.iowa.gov/docs/code/249.pdf#page=5
+    - title: "Iowa HHS General Letter 6-B-46 (effective January 1, 2025) #page 1-2"
+      href: https://hhs.iowa.gov/media/15607/download#page=1
+    - title: "Iowa HHS General Letter 6-B-45 (effective January 1, 2024) #page 1,24"
+      href: https://hhs.iowa.gov/media/12206/download#page=1
+    - title: Iowa HHS 2023 State Supplementary Assistance standards
+      href: https://hhs.iowa.gov/media/9237/download

policyengine_us/parameters/gov/states/ia/hhs/ssa/rcf_personal_needs.yaml

@@ -0,0 +1,39 @@
+description: Iowa provides this amount as the monthly residential care personal needs allowance under the State Supplementary Assistance program.
+values:
+  2023-01-01: 120
+  2024-01-01: 123
+  2025-01-01: 126
+  2026-01-01: 130
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Iowa SSA residential care personal needs allowance
+  # Iowa Code 249.9A(1): the department "shall increase the personal needs
+  # allowance for residents of residential care facilities by the same
+  # percentage and at the same time as federal supplemental security income and
+  # federal social security benefits are increased due to a recognized increase
+  # in the cost of living". Rounding to the nearest dollar is inferred from
+  # General Letters 6-B-45, 6-B-46 and 6-B-47 ($123, $126 and $130 for
+  # 2024-2026: 123 * 1.025 = 126.08 and 126 * 1.028 = 129.53). It does not fit
+  # 2024, when Iowa published $123 although 120 * 1.032 = 123.84, so it only
+  # approximates projected years. The published allowance replaces the
+  # projection.
+  uprating:
+    parameter: gov.ssa.uprating
+    rounding:
+      type: nearest
+      interval: 1
+  reference:
+    - title: Iowa HHS Employees' Manual 6-B (revised May 22, 2026), Personal Needs Allowance (RCF)
+      href: https://hhs.iowa.gov/media/3987/download?inline=#page=62
+    - title: 441 IAC 52.1 and 52.1(3)"a"(2)
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.52.pdf#page=1
+    - title: Iowa Code 249.9A(1)
+      href: https://www.legis.iowa.gov/docs/code/249.pdf#page=4
+    - title: "Iowa HHS General Letter 6-B-46 (effective January 1, 2025) #page 1-2"
+      href: https://hhs.iowa.gov/media/15607/download#page=1
+    - title: Iowa HHS General Letter 6-B-45 (effective January 1, 2024)
+      href: https://hhs.iowa.gov/media/12206/download#page=1
+    - title: Iowa HHS 2023 State Supplementary Assistance standards
+      href: https://hhs.iowa.gov/media/9237/download

policyengine_us/parameters/gov/states/ia/hhs/ssa/smme_amount.yaml

@@ -0,0 +1,13 @@
+description: Iowa provides this amount as the monthly Supplement for Medicare and Medicaid Eligibles payment under the State Supplementary Assistance program.
+values:
+  2026-01-01: 1
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Iowa SSA SMME payment
+  reference:
+    - title: Iowa HHS Employees' Manual 6-B (revised May 22, 2026), Payments (SMME)
+      href: https://hhs.iowa.gov/media/3987/download?inline=#page=78
+    - title: 441 IAC 52.1(7)
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.52.pdf#page=2

policyengine_us/parameters/gov/states/ia/hhs/ssa/smme_minimum_fpg_rate.yaml

@@ -0,0 +1,15 @@
+description: Iowa sets this share of the federal poverty guideline as the minimum income for the Supplement for Medicare and Medicaid Eligibles under the State Supplementary Assistance program.
+values:
+  2026-01-01: 1.2
+
+metadata:
+  unit: /1
+  period: year
+  label: Iowa SSA SMME minimum income poverty guideline rate
+  reference:
+    - title: Iowa HHS Employees' Manual 6-B (revised May 22, 2026), Income (SMME)
+      href: https://hhs.iowa.gov/media/3987/download?inline=#page=77
+    - title: 441 IAC 51.7(6)
+      href: https://www.legis.iowa.gov/docs/iac/chapter/441.51.pdf#page=2
+    - title: "Iowa Code 249.3(4)(g) #page 2-3"
+      href: https://www.legis.iowa.gov/docs/code/249.pdf#page=2

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

@@ -34,6 +34,7 @@ values:
     - fl_oss
     - ga_ssp_person
     - hi_oss
+    - ia_ssa_countable_for_snap
     - id_aabd
     - in_ssp
     - ks_sspp

policyengine_us/programs.yaml

@@ -1232,9 +1232,18 @@ programs:
         variable: hi_oss
         parameter_prefix: gov.states.hi.dhs.oss
       - state: IA
-        status: in_progress
-        name: Iowa SSP
-        full_name: Iowa State Supplemental Payment
+        status: partial
+        name: Iowa SSA
+        full_name: Iowa State Supplementary Assistance
+        variable: ia_ssa
+        parameter_prefix: gov.states.ia.hhs.ssa
+        verified_years: "2026"
+        notes: >-
+          Models 2026 blind, dependent-person, family-life home, residential
+          care, in-home health-related care and SMME supplements; special
+          categories need certification inputs, so microsimulation pays only
+          the blind supplement. Mandatory minimum-income-level and
+          conditional-benefit payments are not modeled.
       - state: ID
         status: complete
         name: Idaho AABD