Add Hawaii Optional State Supplementation (OSS)

changelog.d/add-hi-oss.added.md

@@ -0,0 +1 @@
+Added Hawaii Optional State Supplementation (OSS) for SSI recipients in qualifying care facilities.

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -22,6 +22,8 @@ values:
     # Massachusetts benefits
     - ma_eaedc
     - ma_tafdc
+    # Hawaii benefits
+    - hi_oss
   2024-01-01:
     # Massachusetts benefits
     - ma_state_supplement
@@ -46,6 +48,8 @@ values:
     # Massachusetts benefits
     - ma_eaedc
     - ma_tafdc
+    # Hawaii benefits
+    - hi_oss
 metadata:
   unit: list
   period: year

policyengine_us/parameters/gov/states/hi/dhs/oss/payment/couple/amount.yaml

@@ -0,0 +1,27 @@
+description: >-
+  Hawaii provides this monthly Optional State Supplementation payment amount
+  to eligible couples (both members receiving SSI) based on their living
+  arrangement. This is the total couple amount; each member receives half.
+metadata:
+  unit: currency-USD
+  period: month
+  label: Hawaii OSS monthly payment amount for couples
+  breakdown:
+    - hi_oss_living_arrangement
+  reference:
+    - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025
+      href: https://secure.ssa.gov/POMS.NSF/lnx/0501415057
+    - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplemental Payment Programs for January 2023
+      href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055
+COMMUNITY_CARE:
+  2023-01-01: 1640.80
+  2025-01-01: 1905
+DOMICILIARY_CARE_I:
+  2023-01-01: 1640.80
+  2025-01-01: 1905
+DOMICILIARY_CARE_II:
+  2023-01-01: 1856.80
+  2025-01-01: 2121
+MEDICAID_INSTITUTION:
+  2023-01-01: 40
+  2025-01-01: 90

policyengine_us/parameters/gov/states/hi/dhs/oss/payment/individual/amount.yaml

@@ -0,0 +1,26 @@
+description: >-
+  Hawaii provides this monthly Optional State Supplementation payment amount
+  to eligible individual SSI recipients based on their living arrangement.
+metadata:
+  unit: currency-USD
+  period: month
+  label: Hawaii OSS monthly payment amount for individuals
+  breakdown:
+    - hi_oss_living_arrangement
+  reference:
+    - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025
+      href: https://secure.ssa.gov/POMS.NSF/lnx/0501415057
+    - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplemental Payment Programs for January 2023
+      href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055
+COMMUNITY_CARE:
+  2023-01-01: 651.90
+  2025-01-01: 784
+DOMICILIARY_CARE_I:
+  2023-01-01: 651.90
+  2025-01-01: 784
+DOMICILIARY_CARE_II:
+  2023-01-01: 759.90
+  2025-01-01: 892
+MEDICAID_INSTITUTION:
+  2023-01-01: 20
+  2025-01-01: 45

policyengine_us/tests/policy/baseline/gov/states/hi/dhs/oss/hi_oss.yaml

@@ -0,0 +1,127 @@
+- name: Individual in community care foster family home receives $9,408/year (2025)
+  period: 2025
+  input:
+    state_code: HI
+    ssi: 360
+    hi_oss_living_arrangement: COMMUNITY_CARE
+  output:
+    hi_oss: 9408
+
+- name: Individual in domiciliary care I receives $9,408/year (2025)
+  period: 2025
+  input:
+    state_code: HI
+    ssi: 360
+    hi_oss_living_arrangement: DOMICILIARY_CARE_I
+  output:
+    hi_oss: 9408
+
+- name: Individual in domiciliary care II receives $10,704/year (2025)
+  period: 2025
+  input:
+    state_code: HI
+    ssi: 360
+    hi_oss_living_arrangement: DOMICILIARY_CARE_II
+  output:
+    hi_oss: 10704
+
+- name: Individual in Medicaid institution receives $540/year (2025)
+  period: 2025
+  input:
+    state_code: HI
+    ssi: 360
+    hi_oss_living_arrangement: MEDICAID_INSTITUTION
+  output:
+    hi_oss: 540
+
+- name: SSI recipient not in qualifying facility gets $0
+  period: 2025
+  input:
+    state_code: HI
+    ssi: 360
+    hi_oss_living_arrangement: NONE
+  output:
+    hi_oss: 0
+
+- name: Person without SSI in qualifying facility gets $0
+  period: 2025
+  input:
+    state_code: HI
+    ssi: 0
+    hi_oss_living_arrangement: COMMUNITY_CARE
+  output:
+    hi_oss: 0
+
+- name: Non-Hawaii resident is ineligible
+  period: 2025
+  input:
+    state_code: CA
+    ssi: 360
+    hi_oss_living_arrangement: COMMUNITY_CARE
+  output:
+    hi_oss: 0
+
+- name: Married couple in community care receives couple rate (2025)
+  period: 2025
+  input:
+    people:
+      person1:
+        ssi: 360
+        hi_oss_living_arrangement: COMMUNITY_CARE
+      person2:
+        ssi: 360
+        hi_oss_living_arrangement: COMMUNITY_CARE
+    families:
+      family1:
+        members: [person1, person2]
+    tax_units:
+      tax_unit1:
+        members: [person1, person2]
+    spm_units:
+      spm_unit1:
+        members: [person1, person2]
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: HI
+  output:
+    hi_oss:
+      - 11430
+      - 11430
+
+- name: Married couple in Medicaid institution receives couple rate (2025)
+  period: 2025
+  input:
+    people:
+      person1:
+        ssi: 360
+        hi_oss_living_arrangement: MEDICAID_INSTITUTION
+      person2:
+        ssi: 360
+        hi_oss_living_arrangement: MEDICAID_INSTITUTION
+    families:
+      family1:
+        members: [person1, person2]
+    tax_units:
+      tax_unit1:
+        members: [person1, person2]
+    spm_units:
+      spm_unit1:
+        members: [person1, person2]
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: HI
+  output:
+    hi_oss:
+      - 540
+      - 540
+
+- name: Individual in community care receives 2023 rate
+  period: 2023
+  input:
+    state_code: HI
+    ssi: 360
+    hi_oss_living_arrangement: COMMUNITY_CARE
+  output:
+    hi_oss: 7822.80

policyengine_us/variables/gov/states/hi/dhs/oss/hi_oss.py

@@ -0,0 +1,18 @@
+from policyengine_us.model_api import *
+
+
+class hi_oss(Variable):
+    value_type = float
+    entity = Person
+    label = "Hawaii Optional State Supplementation"
+    unit = USD
+    definition_period = YEAR
+    defined_for = "hi_oss_eligible"
+    reference = (
+        "https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415200SF",
+        "https://secure.ssa.gov/POMS.NSF/lnx/0501415057",
+    )
+
+    def formula(person, period, parameters):
+        monthly_amount = person("hi_oss_payment_amount", period)
+        return monthly_amount * MONTHS_IN_YEAR

policyengine_us/variables/gov/states/hi/dhs/oss/hi_oss_eligible.py

@@ -0,0 +1,24 @@
+from policyengine_us.model_api import *
+from policyengine_us.variables.gov.states.hi.dhs.oss.hi_oss_living_arrangement import (
+    HIOSSLivingArrangement,
+)
+
+
+class hi_oss_eligible(Variable):
+    value_type = bool
+    entity = Person
+    label = "Whether the person is eligible for Hawaii OSS"
+    definition_period = YEAR
+    defined_for = StateCode.HI
+    reference = (
+        "https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415200SF",
+        "https://secure.ssa.gov/POMS.NSF/lnx/0501415057",
+    )
+
+    def formula(person, period, parameters):
+        receives_ssi = person("ssi", period) > 0
+        living_arrangement = person("hi_oss_living_arrangement", period)
+        in_qualifying_facility = (
+            living_arrangement != HIOSSLivingArrangement.NONE
+        )
+        return receives_ssi & in_qualifying_facility

policyengine_us/variables/gov/states/hi/dhs/oss/hi_oss_living_arrangement.py

@@ -0,0 +1,23 @@
+from policyengine_us.model_api import *
+
+
+class HIOSSLivingArrangement(Enum):
+    COMMUNITY_CARE = "Community care foster family home"
+    DOMICILIARY_CARE_I = "Domiciliary care facility with 5 or fewer residents"
+    DOMICILIARY_CARE_II = "Domiciliary care facility with 6 or more residents"
+    MEDICAID_INSTITUTION = "Medicaid institution paying more than 50% of care cost"
+    NONE = "Not in a qualifying facility"
+
+
+class hi_oss_living_arrangement(Variable):
+    value_type = Enum
+    entity = Person
+    label = "Hawaii OSS living arrangement"
+    definition_period = YEAR
+    defined_for = StateCode.HI
+    possible_values = HIOSSLivingArrangement
+    default_value = HIOSSLivingArrangement.NONE
+    reference = (
+        "https://secure.ssa.gov/poms.nsf/lnx/0501415210SF",
+        "https://secure.ssa.gov/POMS.NSF/lnx/0501415057",
+    )

policyengine_us/variables/gov/states/hi/dhs/oss/hi_oss_payment_amount.py

@@ -0,0 +1,21 @@
+from policyengine_us.model_api import *
+
+
+class hi_oss_payment_amount(Variable):
+    value_type = float
+    entity = Person
+    label = "Hawaii OSS monthly payment amount"
+    unit = USD
+    definition_period = YEAR
+    defined_for = StateCode.HI
+    reference = (
+        "https://secure.ssa.gov/POMS.NSF/lnx/0501415057",
+    )
+
+    def formula(person, period, parameters):
+        living_arrangement = person("hi_oss_living_arrangement", period)
+        is_married = person.family("is_married", period.this_year)
+        p = parameters(period).gov.states.hi.dhs.oss.payment
+        individual_amount = p.individual.amount[living_arrangement]
+        couple_amount = p.couple.amount[living_arrangement] / 2
+        return where(is_married, couple_amount, individual_amount)