Implement South Carolina SSI State Supplement

changelog_entry.yaml

@@ -0,0 +1,4 @@
+- bump: minor
+  changes:
+    added:
+      - Implement South Carolina SSI State Supplement (Optional State Supplementation)

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -19,6 +19,8 @@ values:
     - ca_state_supplement
     # Nebraska benefits
     - ne_child_care_subsidies
+    # South Carolina benefits
+    - sc_ssi_state_supplement
     # Massachusetts benefits
     - ma_eaedc
     - ma_tafdc
@@ -41,6 +43,8 @@ values:
     - ca_state_supplement
     # Nebraska benefits
     - ne_child_care_subsidies
+    # South Carolina benefits
+    - sc_ssi_state_supplement
     # North Carolina benefits
     - nc_scca
     # Massachusetts benefits

policyengine_us/parameters/gov/states/sc/scdhhs/ssi_state_supplement/maximum_facility_payment.yaml

@@ -0,0 +1,27 @@
+description: South Carolina provides this amount as the maximum facility payment under the Optional State Supplementation program.
+
+values:
+  2022-07-01: 1_620
+  2023-01-01: 1_620
+  2023-07-01: 1_645
+  2024-01-01: 1_672
+  2025-01-01: 1_694
+  2026-01-01: 1_719
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: South Carolina SSI State Supplement maximum facility payment
+  reference:
+    - title: S.C. Code Regs. 126-910(B)
+      href: https://www.law.cornell.edu/regulations/south-carolina/R-126-910
+    - title: SCDHHS MB# 26-001 - 2026 COLA Adjustments
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-cost-living-adjustment-increases-0
+    - title: SCDHHS 2025 COLA Bulletin
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-cost-living-adjustment-increases
+    - title: SCDHHS 2024 COLA Bulletin
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-ssi-cost-living-adjustment-cola
+    - title: SCDHHS MB# 23-009 - OSS Rate Increases effective July 2023
+      href: https://www.scdhhs.gov/communications/optional-state-supplementation-oss-rate-increases-0
+    - title: SCDHHS MB# 22-013 - OSS Rate Increases effective July 2022
+      href: https://www.scdhhs.gov/communications/optional-state-supplementation-oss-rate-increases

policyengine_us/parameters/gov/states/sc/scdhhs/ssi_state_supplement/net_income_limit.yaml

@@ -0,0 +1,27 @@
+description: South Carolina limits net income to this amount under the Optional State Supplementation program.
+
+values:
+  2022-07-01: 1_626
+  2023-01-01: 1_699
+  2023-07-01: 1_724
+  2024-01-01: 1_753
+  2025-01-01: 1_777
+  2026-01-01: 1_804
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: South Carolina SSI State Supplement net income limit
+  reference:
+    - title: S.C. Code Regs. 126-910(D)
+      href: https://www.law.cornell.edu/regulations/south-carolina/R-126-910
+    - title: SCDHHS MB# 26-001 - 2026 COLA Adjustments
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-cost-living-adjustment-increases-0
+    - title: SCDHHS 2025 COLA Bulletin
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-cost-living-adjustment-increases
+    - title: SCDHHS 2024 COLA Bulletin
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-ssi-cost-living-adjustment-cola
+    - title: SCDHHS MB# 23-009 - OSS Rate Increases effective July 2023
+      href: https://www.scdhhs.gov/communications/optional-state-supplementation-oss-rate-increases-0
+    - title: SCDHHS MB# 22-013 - OSS Rate Increases effective July 2022
+      href: https://www.scdhhs.gov/communications/optional-state-supplementation-oss-rate-increases

policyengine_us/parameters/gov/states/sc/scdhhs/ssi_state_supplement/personal_needs_allowance/other_income.yaml

@@ -0,0 +1,27 @@
+description: South Carolina provides this amount as a personal needs allowance under the Optional State Supplementation program for recipients with income beyond Supplemental Security Income.
+
+values:
+  2022-07-01: 97
+  2023-01-01: 99
+  2023-07-01: 99
+  2024-01-01: 101
+  2025-01-01: 103
+  2026-01-01: 105
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: South Carolina SSI State Supplement personal needs allowance (other income)
+  reference:
+    - title: S.C. Code Regs. 126-910(G)
+      href: https://www.law.cornell.edu/regulations/south-carolina/R-126-910
+    - title: SCDHHS MB# 26-001 - 2026 COLA Adjustments
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-cost-living-adjustment-increases-0
+    - title: SCDHHS 2025 COLA Bulletin
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-cost-living-adjustment-increases
+    - title: SCDHHS 2024 COLA Bulletin
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-ssi-cost-living-adjustment-cola
+    - title: SCDHHS MB# 23-009 - OSS Rate Increases effective July 2023
+      href: https://www.scdhhs.gov/communications/optional-state-supplementation-oss-rate-increases-0
+    - title: SCDHHS MB# 22-013 - OSS Rate Increases effective July 2022
+      href: https://www.scdhhs.gov/communications/optional-state-supplementation-oss-rate-increases

policyengine_us/parameters/gov/states/sc/scdhhs/ssi_state_supplement/personal_needs_allowance/ssi_only.yaml

@@ -0,0 +1,27 @@
+description: South Carolina provides this amount as a personal needs allowance under the Optional State Supplementation program for recipients with only Supplemental Security Income.
+
+values:
+  2022-07-01: 77
+  2023-01-01: 79
+  2023-07-01: 79
+  2024-01-01: 81
+  2025-01-01: 83
+  2026-01-01: 85
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: South Carolina SSI State Supplement personal needs allowance (SSI-only income)
+  reference:
+    - title: S.C. Code Regs. 126-910(G)
+      href: https://www.law.cornell.edu/regulations/south-carolina/R-126-910
+    - title: SCDHHS MB# 26-001 - 2026 COLA Adjustments
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-cost-living-adjustment-increases-0
+    - title: SCDHHS 2025 COLA Bulletin
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-cost-living-adjustment-increases
+    - title: SCDHHS 2024 COLA Bulletin
+      href: https://www.scdhhs.gov/communications/social-security-and-supplemental-security-income-ssi-cost-living-adjustment-cola
+    - title: SCDHHS MB# 23-009 - OSS Rate Increases effective July 2023
+      href: https://www.scdhhs.gov/communications/optional-state-supplementation-oss-rate-increases-0
+    - title: SCDHHS MB# 22-013 - OSS Rate Increases effective July 2022
+      href: https://www.scdhhs.gov/communications/optional-state-supplementation-oss-rate-increases

policyengine_us/tests/policy/baseline/gov/states/sc/scdhhs/ssi_state_supplement/integration.yaml

@@ -0,0 +1,201 @@
+- name: Case 1, aged SSI recipient in CRCF with SSI only.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 70
+        is_blind: false
+        is_ssi_disabled: false
+        is_ssi_aged_blind_disabled: true
+        is_in_residential_care_facility: true
+        ssi_countable_income: 0
+        ssi: 11_928
+        ssi_unearned_income: 0
+    households:
+      household:
+        members: [person1]
+        state_code: SC
+  output:
+    # Eligibility: aged (70 >= 65) + in CRCF + SC + income < NIL
+    sc_ssi_state_supplement_eligible: [true]
+
+    # PNA: SSI-only (no non-SSI income) = $85/month * 12 = $1,020/year
+    sc_ssi_state_supplement_pna: [1_020]
+
+    # OSS amount:
+    # NIL annual = $1,804 * 12 = $21,648
+    # Total countable = $0 + $11,928 = $11,928
+    # OSS = $21,648 - $11,928 = $9,720
+    sc_ssi_state_supplement: [9_720]
+
+- name: Case 2, disabled person in CRCF with SSI and Social Security.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 45
+        is_blind: false
+        is_ssi_disabled: true
+        is_ssi_aged_blind_disabled: true
+        is_in_residential_care_facility: true
+        ssi_countable_income: 2_400
+        ssi: 11_928
+        ssi_unearned_income: 2_400
+    households:
+      household:
+        members: [person1]
+        state_code: SC
+  output:
+    # Eligibility: disabled + in CRCF + SC + income < NIL
+    # Total countable = $2,400 + $11,928 = $14,328 < $21,648 NIL
+    sc_ssi_state_supplement_eligible: [true]
+
+    # PNA: has non-SSI income ($2,400 unearned) = $105/month * 12 = $1,260/year
+    sc_ssi_state_supplement_pna: [1_260]
+
+    # OSS amount:
+    # NIL annual = $1,804 * 12 = $21,648
+    # Total countable = $2,400 + $11,928 = $14,328
+    # OSS = $21,648 - $14,328 = $7,320
+    sc_ssi_state_supplement: [7_320]
+
+- name: Case 3, blind person in CRCF, no SSI, income below NIL.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 50
+        is_blind: true
+        is_ssi_disabled: false
+        is_ssi_aged_blind_disabled: true
+        is_in_residential_care_facility: true
+        ssi_countable_income: 15_000
+        ssi: 0
+        ssi_unearned_income: 15_000
+    households:
+      household:
+        members: [person1]
+        state_code: SC
+  output:
+    # Eligibility: blind + in CRCF + SC + income < NIL
+    # Total countable = $15,000 + $0 = $15,000 < $21,648 NIL
+    sc_ssi_state_supplement_eligible: [true]
+
+    # PNA: has non-SSI income ($15,000 unearned) = $105/month * 12 = $1,260/year
+    sc_ssi_state_supplement_pna: [1_260]
+
+    # OSS amount:
+    # NIL annual = $1,804 * 12 = $21,648
+    # Total countable = $15,000 + $0 = $15,000
+    # OSS = $21,648 - $15,000 = $6,648
+    sc_ssi_state_supplement: [6_648]
+
+- name: Case 4, aged person NOT in CRCF is ineligible.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 70
+        is_blind: false
+        is_ssi_disabled: false
+        is_ssi_aged_blind_disabled: true
+        is_in_residential_care_facility: false
+        ssi_countable_income: 0
+        ssi: 11_928
+        ssi_unearned_income: 0
+    households:
+      household:
+        members: [person1]
+        state_code: SC
+  output:
+    # Not in CRCF so not eligible
+    sc_ssi_state_supplement_eligible: [false]
+
+    # Not eligible so PNA = $0
+    sc_ssi_state_supplement_pna: [0]
+
+    # Not eligible so OSS = $0
+    sc_ssi_state_supplement: [0]
+
+- name: Case 5, non-disabled non-aged person in CRCF is ineligible.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 30
+        is_blind: false
+        is_ssi_disabled: false
+        is_ssi_aged_blind_disabled: false
+        is_in_residential_care_facility: true
+        ssi_countable_income: 0
+        ssi: 0
+        ssi_unearned_income: 0
+    households:
+      household:
+        members: [person1]
+        state_code: SC
+  output:
+    # Not aged/blind/disabled so not eligible
+    sc_ssi_state_supplement_eligible: [false]
+
+    # Not eligible so PNA = $0
+    sc_ssi_state_supplement_pna: [0]
+
+    # Not eligible so OSS = $0
+    sc_ssi_state_supplement: [0]
+
+- name: Case 6, income above NIL makes person ineligible.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 70
+        is_blind: false
+        is_ssi_disabled: false
+        is_ssi_aged_blind_disabled: true
+        is_in_residential_care_facility: true
+        ssi_countable_income: 12_000
+        ssi: 11_928
+        ssi_unearned_income: 12_000
+    households:
+      household:
+        members: [person1]
+        state_code: SC
+  output:
+    # Income check: total countable = $12,000 + $11,928 = $23,928
+    # NIL annual = $1,804 * 12 = $21,648
+    # $23,928 > $21,648 so not eligible
+    sc_ssi_state_supplement_eligible: [false]
+
+    # Not eligible so PNA = $0
+    sc_ssi_state_supplement_pna: [0]
+
+    # Not eligible so OSS = $0
+    sc_ssi_state_supplement: [0]
+
+- name: Case 7, person in wrong state is ineligible.
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 70
+        is_blind: false
+        is_ssi_disabled: false
+        is_ssi_aged_blind_disabled: true
+        is_in_residential_care_facility: true
+        ssi_countable_income: 0
+        ssi: 11_928
+        ssi_unearned_income: 0
+    households:
+      household:
+        members: [person1]
+        state_code: GA
+  output:
+    # Wrong state (GA, not SC) so not eligible
+    sc_ssi_state_supplement_eligible: [false]
+
+    # Not eligible so PNA = $0
+    sc_ssi_state_supplement_pna: [0]
+
+    # Not eligible so OSS = $0
+    sc_ssi_state_supplement: [0]