Add Utah state supplementation for 2026

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

@@ -0,0 +1 @@
+Add Utah's state supplements to SSI recipients for 2026: the Department of Workforce Services supplement and the $15 payment to Medicaid institution residents.

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -82,6 +82,8 @@ values:
     - sc_ssi_state_supplement
     # South Dakota benefits
     - sd_ssp
+    # Utah benefits
+    - ut_ssp
     # Texas benefits
     - tx_ssi_state_supplement
     # Virginia benefits
@@ -189,6 +191,8 @@ values:
     - sc_ssi_state_supplement
     # South Dakota benefits
     - sd_ssp
+    # Utah benefits
+    - ut_ssp
     # Texas benefits
     - tx_ssi_state_supplement
     # Virginia benefits
@@ -307,6 +311,8 @@ values:
     - sc_ssi_state_supplement
     # South Dakota benefits
     - sd_ssp
+    # Utah benefits
+    - ut_ssp
     # Texas benefits
     - tx_ssi_state_supplement
     # Virginia benefits
@@ -426,6 +432,8 @@ values:
     - sc_ssi_state_supplement
     # South Dakota benefits
     - sd_ssp
+    # Utah benefits
+    - ut_ssp
     # Texas benefits
     - tx_ssi_state_supplement
     # Virginia benefits

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

@@ -28,6 +28,7 @@ values:
     - ok_ssp
     - ny_ssp
     - ri_ssp
+    - ut_dws_ssp
     - sd_ssp
     - va_ag
     - general_assistance

policyengine_us/parameters/gov/states/ut/dhhs/ssp/amount.yaml

@@ -0,0 +1,13 @@
+description: Utah provides this amount as the monthly payment to Medicaid institution residents under the State Supplemental Payment program.
+values:
+  2008-02-01: 15
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Utah DHHS SSP amount
+  reference:
+    - title: Utah Admin. Code R414-306-6(2)
+      href: https://www.law.cornell.edu/regulations/utah/Utah-Admin-Code-R414-306-6
+    - title: Utah Medicaid Manual 661, Eligibility for the Supplemental Payment
+      href: https://oepmanuals.dhhs.utah.gov/600_Program_Benefits/661_Fifteen_Dollar_State_Supplemental_Payment_%28SSP%29.htm

policyengine_us/parameters/gov/states/ut/dhhs/ssp/minimum_ssi_payment.yaml

@@ -0,0 +1,13 @@
+description: Utah sets this amount as the minimum monthly federal Supplemental Security Income payment under the State Supplemental Payment program.
+values:
+  2008-02-01: 1
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Utah DHHS SSP minimum federal SSI payment
+  reference:
+    - title: Utah Medicaid Manual 661, Eligibility for the Supplemental Payment
+      href: https://oepmanuals.dhhs.utah.gov/600_Program_Benefits/661_Fifteen_Dollar_State_Supplemental_Payment_%28SSP%29.htm
+    - title: Utah Admin. Code R414-306-6(2)
+      href: https://www.law.cornell.edu/regulations/utah/Utah-Admin-Code-R414-306-6

policyengine_us/parameters/gov/states/ut/dws/ssp/amount/couple/another_household.yaml

@@ -0,0 +1,12 @@
+description: Utah provides this amount as the monthly supplement to a couple living in the household of another under the State Supplemental Payments to Supplemental Security Income Recipients program.
+values:
+  # DWS has republished the amounts each January since 2024; no indexing rule is published.
+  2026-01-01: 12.19
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Utah DWS SSP couple amount in the household of another
+  reference:
+    - title: Utah DWS Eligibility Manual 205-10, State Supplemental Payments to SSI Recipients (effective January 1, 2026)
+      href: https://jobs.utah.gov/infosource/eligibilitymanual/200_Program_Eligibility_Requirements/205-10_State_Supplemental_Payments_to_SSI_Recipients_-_General_Information.htm

policyengine_us/parameters/gov/states/ut/dws/ssp/amount/couple/own_household.yaml

@@ -0,0 +1,12 @@
+description: Utah provides this amount as the monthly supplement to a couple living alone or with others in their own household under the State Supplemental Payments to Supplemental Security Income Recipients program.
+values:
+  # DWS has republished the amounts each January since 2024; no indexing rule is published.
+  2026-01-01: 5.75
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Utah DWS SSP couple amount in their own household
+  reference:
+    - title: Utah DWS Eligibility Manual 205-10, State Supplemental Payments to SSI Recipients (effective January 1, 2026)
+      href: https://jobs.utah.gov/infosource/eligibilitymanual/200_Program_Eligibility_Requirements/205-10_State_Supplemental_Payments_to_SSI_Recipients_-_General_Information.htm

policyengine_us/parameters/gov/states/ut/dws/ssp/amount/individual.yaml

@@ -0,0 +1,12 @@
+description: Utah provides this amount as the monthly supplement to a single person under the State Supplemental Payments to Supplemental Security Income Recipients program.
+values:
+  # DWS has republished the amounts each January since 2024; no indexing rule is published.
+  2026-01-01: 3.91
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Utah DWS SSP single person amount
+  reference:
+    - title: Utah DWS Eligibility Manual 205-10, State Supplemental Payments to SSI Recipients (effective January 1, 2026)
+      href: https://jobs.utah.gov/infosource/eligibilitymanual/200_Program_Eligibility_Requirements/205-10_State_Supplemental_Payments_to_SSI_Recipients_-_General_Information.htm

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

@@ -58,6 +58,10 @@ values:
     - sc_ssi_state_supplement
     - sd_ssp
     - tx_ssi_state_supplement
+    # Utah exempts its Department of Workforce Services supplement
+    # (ut_dws_ssp) from SNAP income (DWS Eligibility Manual 425-11).
+    # The model follows that exemption, which cites no 273.9(c) exclusion.
+    - ut_dhhs_ssp
     - va_ag
     - wa_ssp
     - wy_ssp

policyengine_us/programs.yaml

@@ -1247,6 +1247,20 @@ programs:
         notes: Models 2026 independent living and certified nonwaiver assisted living/adult foster
           care supplements. Out-of-state placements, historical mandatory supplements and claim
           administration are not modeled.
+      - state: UT
+        status: partial
+        name: Utah SSP
+        full_name: Utah State Supplemental Payment
+        variable: ut_ssp
+        parameter_prefix: gov.states.ut.dhhs.ssp
+        verified_years: "2026"
+        notes: >-
+          Models the 2026 Department of Workforce Services supplement, paid
+          quarterly to SSI recipients and over-income applicants other than
+          single individuals living alone, and the $15 monthly payment to SSI
+          recipients in Medicaid-funded medical institutions. The over-income
+          path has no take-up, so microsimulation pays far more people than
+          the program reaches.
       - state: VA
         status: partial
         name: Virginia Auxiliary Grant

policyengine_us/tests/policy/baseline/gov/states/ut/dhhs/ssp/integration.yaml

@@ -0,0 +1,179 @@
+- name: Case 1, Utah supplement enters state benefit and SNAP income totals.
+  period: 2026
+  input:
+    state_code: UT
+    age: 65
+    medicaid_enrolled: true
+    ssi_lives_in_medical_treatment_facility: true
+    ssi_medicaid_pays_majority_of_care: true
+    # SNAP take-up off keeps projected SNAP out of spm_unit_benefits.
+    takes_up_snap_if_eligible: false
+  output:
+    ut_ssp: 180
+    snap_unearned_income: 540
+    household_state_benefits: 180
+    # HUD income excludes the supplement (see ut_ssp): SSI 30 * 12 = 360.
+    hud_unearned_income: 360
+    # SSI 30 * 12 = 360 + Utah SSP 15 * 12 = 180 = 540 (SNAP take-up off).
+    spm_unit_benefits: 540
+
+- name: Case 2, endogenous Medicaid enrollment counts the supplement in SNAP income without a dependency cycle.
+  period: 2026-01
+  input:
+    state_code: UT
+    age: 65
+    ssi_lives_in_medical_treatment_facility: true
+    ssi_medicaid_pays_majority_of_care: true
+  output:
+    ut_ssp: 15
+    # $30 SSI + $15 supplement = $45 for the month.
+    snap_unearned_income: 45
+
+- name: Case 3, 2027 facility resident with endogenous Medicaid keeps the fixed supplement.
+  period: 2027-01
+  input:
+    state_code: UT
+    age: 65
+    ssi_lives_in_medical_treatment_facility: true
+    ssi_medicaid_pays_majority_of_care: true
+  output:
+    # The federal $30 medical treatment facility rate has no COLA.
+    ssi: 30
+    # Medicaid work requirements apply from 2027, so enrollment comes from the
+    # cycle-breaking Medicaid branch; the $15 supplement is not indexed.
+    ut_ssp: 15
+    # $30 SSI + $15 supplement = $45 for the month.
+    snap_unearned_income: 45
+
+- name: Case 4, DWS supplement enters state benefit and HUD totals but not SNAP income.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 72
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+      person2:
+        age: 45
+        # Utah minimum wage (the federal $7.25, Utah Code 34-40-103) full time:
+        # 7.25 * 2,080 = 15,080.
+        employment_income: 15_080
+    tax_units:
+      tax_unit1:
+        members: [person1]
+      tax_unit2:
+        members: [person2]
+    marital_units:
+      marital_unit1:
+        members: [person1]
+      marital_unit2:
+        members: [person2]
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: UT
+  output:
+    # One-third reduction: 994 * 2 / 3 * 12 = 7,952.
+    ssi: [7_952, 0]
+    # Single person in the household of another: 3.91 * 12 = 46.92.
+    ut_dws_ssp: [46.92, 0]
+    ut_dhhs_ssp: [0, 0]
+    ut_ssp: [46.92, 0]
+    household_state_benefits: 46.92
+    # Utah exempts the DWS supplement from SNAP income (DWS Manual 425-11):
+    # SSI only.
+    snap_unearned_income: 7_952
+    # SSI 7,952 + DWS supplement 46.92 = 7,998.92.
+    hud_unearned_income: [7_998.92, 0]
+
+- name: Case 5, 2027 couple in the household of another keeps the 2026 DWS amount.
+  period: 2027-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 72
+        is_tax_unit_head: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+      person2:
+        age: 70
+        is_tax_unit_spouse: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+      person3:
+        age: 45
+        employment_income: 15_080
+    tax_units:
+      tax_unit1:
+        members: [person1, person2]
+      tax_unit2:
+        members: [person3]
+    marital_units:
+      marital_unit1:
+        members: [person1, person2]
+      marital_unit2:
+        members: [person3]
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: UT
+  output:
+    # 2027 couple rate 1,544 / 2 * 2 / 3 = 514.67 each.
+    ssi: [514.67, 514.67, 0]
+    # DWS publishes no indexing rule, so the 2026 $12.19 carries forward:
+    # 12.19 / 2 = 6.095 each.
+    ut_dws_ssp: [6.095, 6.095, 0]
+    ut_ssp: [6.095, 6.095, 0]
+    # SSI 514.67 * 2 = 1,029.33; the DWS supplement is exempt.
+    snap_unearned_income: 1_029.33
+
+- name: Case 6, over-income DWS recipient counts Social Security but not the supplement for SNAP.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 72
+        # SSA 2026 COLA fact sheet: average retired-worker benefit $2,071 a
+        # month, 2,071 * 12 = 24,852.
+        social_security_retirement: 24_852
+      person2:
+        age: 45
+        employment_income: 15_080
+    tax_units:
+      tax_unit1:
+        members: [person1]
+      tax_unit2:
+        members: [person2]
+    marital_units:
+      marital_unit1:
+        members: [person1]
+      marital_unit2:
+        members: [person2]
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: UT
+  output:
+    # Countable income 2,071 - 20 = 2,051 > $994: no SSI.
+    ssi: [0, 0]
+    # Meets SSI criteria other than income and lives with others:
+    # 3.91 * 12 = 46.92.
+    ut_ssp: [46.92, 0]
+    household_state_benefits: 46.92
+    # Social Security 24,852; the DWS supplement is exempt.
+    snap_unearned_income: 24_852
+    # Social Security 24,852 + DWS supplement 46.92 = 24,898.92.
+    hud_unearned_income: [24_898.92, 0]