From 235f8355fda5889b2eb6cd4d2059ddc8dc72fbec Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Sat, 24 Oct 2026 14:01:19 -0400 Subject: [PATCH 1/2] Add source-conflict candidates for SSP, Maryland CCS and NY HEAP Add 27 candidates for conflicts that code on main records but that have no candidate or register entry: the New York, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Dakota and Virginia state supplements, Maryland Child Care Scholarship copays and New York HEAP's catch-all income source. Co-Authored-By: Claude Opus 5.5 --- ...e-conflict-candidates-ssp-md-ny.changed.md | 1 + source_conflicts/candidates.yaml | 894 ++++++++++++++++++ 2 files changed, 895 insertions(+) create mode 100644 changelog.d/source-conflict-candidates-ssp-md-ny.changed.md diff --git a/changelog.d/source-conflict-candidates-ssp-md-ny.changed.md b/changelog.d/source-conflict-candidates-ssp-md-ny.changed.md new file mode 100644 index 00000000000..0797e5430b0 --- /dev/null +++ b/changelog.d/source-conflict-candidates-ssp-md-ny.changed.md @@ -0,0 +1 @@ +Add source-conflict candidates for conflicts that the New York, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Dakota and Virginia state supplement code, the Maryland Child Care Scholarship copays and New York HEAP record. diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 4b9945bc882..6c02fa30ebb 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -2637,6 +2637,44 @@ candidates: state: unreviewed note: 'The statute-first rule requires changing main''s form-based treatment; the open PR proposes following the statute and TB-58. Code not yet on main: md_net_capital_gain, md_capital_gains_surtax.' +- id: us-md:ccs-copay-flat-schedule + program: child-care-assistance + years: + from: 2024 + type: calendar + question: Do Maryland Child Care Scholarship copays follow the regional weekly tables in COMAR 13A.14.06.12, or + MSDE's flat maximum of $3, $2 and $1 a week per scholarship, given that Educ. §9.5-111(d)(4) bars raising copays + above January 1, 2024 levels? + sources: + - kind: statute + citation: Md. Code, Educ. §9.5-111(d)(4) (Chapter 717 of 2024) + url: https://mgaleg.maryland.gov/mgawebsite/Laws/StatuteText?article=ged§ion=9.5-111&enactments=false + - kind: regulation + citation: COMAR 13A.14.06.12 + url: https://regs.maryland.gov/us/md/exec/comar/13A.14.06.12 + - kind: guidance + citation: MSDE Division of Early Childhood bulletin, Child Care Scholarship Program Changes Effective May 23, + 2022 + url: https://content.govdelivery.com/accounts/MDMSDE/bulletins/31a37f2 + readings: + statute: From June 1, 2024, the Department "may not increase the copayment levels of the Program in effect as + of January 1, 2024". MSDE's flat maximum had applied since May 23, 2022. + other: COMAR 13A.14.06.12 still prints regional weekly copayment tables by income level and child order. + example: md_ccs_weekly_copay.yaml Case 1 (January 2025, one child in full-time care, $50,000 income) gives $3 + a week. COMAR's level A amounts for a youngest child 24 months or older in three units of care range from $4.03 + to $7.22 by region. + pe_us: + follows: statute + code: + - policyengine_us/parameters/gov/states/md/msde/ccs/copay/weekly_amount.yaml + - policyengine_us/variables/gov/states/md/msde/ccs/md_ccs_weekly_copay.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/7889 + state: unreviewed + note: The flat schedule meets the cap under any reading of "in effect"; restoring COMAR's tables would raise copays. + From May 2022 to May 2024 no statute is supplied, and the model followed the bulletin over COMAR. The bulletin's + amounts are maximums and some families pay $0, while the model charges the maximum, subject to the 7 percent + federal cap. The parameter starts 2022-05-01; the bulletin dates the change May 23, 2022. - id: us-md:dependent-exemption-chart-10a program: income-tax years: @@ -4098,6 +4136,35 @@ candidates: prs: [] state: unreviewed note: PE-US follows the manual and plan; verify the matrix discrepancy for sizes 14 and above. +- id: us-ny:heap-other-income-catch-all + program: liheap + years: + from: 2026 + to: 2026 + type: federal-fiscal + question: Does New York HEAP count income not specifically excluded, as HEAP Manual D.12(a)(38) does, when the + FFY 2026 state plan leaves the "Other" countable income box unchecked? + sources: + - kind: manual + citation: NY HEAP Manual (7/1/2021 edition) Chapter 8 D.12(a)(38) + url: https://otda.ny.gov/programs/heap/HEAP-manual.pdf#page=37 + - kind: plan + citation: New York FFY 2026 LIHEAP State Plan section 1.9, PDF page 7 + url: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=7 + readings: + statute: No statute supplied; the manual counts all other income not specifically excluded under D.13. + other: The state plan's section 1.9 list of countable income leaves "Other" unchecked. + example: ny_heap_countable_income.yaml Case 3 counts $1,200 of miscellaneous income, for countable income of $28,800; + without it, countable income would be $27,600. + pe_us: + follows: unknown + code: + - policyengine_us/parameters/gov/states/ny/otda/heap/income/sources/unearned.yaml + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/9744 + state: unreviewed + note: The code follows the manual; its comment reads "the manual controls". Other boxes left unchecked in section + 1.9 may raise the same question. - id: us-ny:household-credit-claimable-spouse program: income-tax years: @@ -4151,6 +4218,143 @@ candidates: state: ruled note: 'Ruled in October 2026 to retain the credit under the statute; verify the instructions'' return-level interpretation. Code not yet on main: ny_real_property_tax_credit.' +- id: us-ny:ssp-couple-facility-entry-month + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: When a New York couple enters a congregate care level II or III facility after the first of the month, + is that month's state supplement set by the couple's arrangement on the first day or paid at the couple facility + rate? + sources: + - kind: regulation + citation: 18 NYCRR 398-4.4(c) + url: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-398-4.4 + - kind: manual + citation: SSA POMS SI NY01415.026 B, codes D and E + url: https://secure.ssa.gov/poms.nsf/lnx/0501415026NY + readings: + statute: No statute supplied; 18 NYCRR 398-4.4(c) sets the State benefit rate by the individual's or couple's + living arrangement on the first day of the month. + other: POMS SI NY01415.026 says a couple entering a level 2 or level 3 facility usually gets the couple FBR + and the couple supplement for that level (code D or E) for the month of change only, then two individual rates. + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp_care_setting.py + - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10158 + state: unreviewed + note: The model has no entry-date input, so the monthly ny_ssp_care_setting input decides the rate and neither + reading is applied by itself. No test covers the entry month. +- id: us-ny:ssp-personal-needs-five-dollar-facilities + program: ssi-state-supplement + years: + from: 2026 + to: 2026 + type: calendar + question: Do residents of other medical facilities receive New York's $5 personal needs allowance, as the 2026 + OTDA chart says, or only residents of OPWDD intermediate care facilities and OMH hospitals, as Social Services + Law 209(2-a) provides? + sources: + - kind: statute + citation: N.Y. Soc. Serv. Law §209(2-a) + url: https://www.nysenate.gov/legislation/laws/SOS/209 + - kind: regulation + citation: 18 NYCRR 398-3.4 + url: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-398-3.4 + - kind: guidance + citation: OTDA 2026 SSP payment chart, footnote 4 + url: https://opwdd.ny.gov/system/files/documents/2025/11/25-inf-06-attachment-1.pdf#page=2 + readings: + statute: The $5 allowance goes to residents of OPWDD intermediate care facilities and patients of OMH hospitals; + residents of residential health care facilities receive $25. 18 NYCRR 398-3.4 agrees. + other: The OTDA chart gives $5 to residents of other medical facilities. + example: 'ny_ssp.yaml Case 35: a general hospital resident with $30 of SSI receives 0 under the statute; the chart''s + footnote would pay $5.' + pe_us: + follows: statute + code: + - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp.py + - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp_care_setting.py + - policyengine_us/parameters/gov/states/ny/otda/ssp/personal_needs/developmental_or_mental_health_facility.yaml + - policyengine_us/parameters/gov/states/ny/otda/ssp/personal_needs/residential_health_care_facility.yaml + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10158 + state: unreviewed + note: The model follows the statute and regulation (NOTE in ny_ssp.py); ny_ssp.yaml Cases 19 and 35 pin it. Read + alone, 18 NYCRR 398-3.2(c) requires residence in a residential health care facility, which would bar both $5 + groups. +- id: us-ny:ssp-personal-needs-income-test + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Does New York's personal needs allowance require that the facility resident have no countable income + other than SSI, as 18 NYCRR 398-3.2(d) does, when Social Services Law 209(2-a) states no income test? + sources: + - kind: statute + citation: N.Y. Soc. Serv. Law §209(2-a) + url: https://www.nysenate.gov/legislation/laws/SOS/209 + - kind: regulation + citation: 18 NYCRR 398-3.2(d) + url: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-398-3.2 + readings: + statute: A residential health care facility resident who receives or is eligible to receive SSI or additional + state payments is entitled to the allowance "in accordance with regulations of the department"; the statute + states no income test. + other: The resident must have no countable income, earned or unearned, other than the federal SSI benefit for + medical facility residents when Medicaid pays at least 50 percent of the cost of care. + example: 'A nursing home resident with $45 a month of Social Security has $25 of countable income and $5 of SSI: + the statute pays $25 and the regulation pays $0.' + pe_us: + follows: conflicting-source + code: + - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10158 + state: unreviewed + note: The model pays the allowance only with SSI above zero and no countable income; ny_ssp.yaml Cases 20 and + 21 pin it. The $25 sentence delegates to the department's regulations, so 398-3.2(d) may implement the statute + rather than conflict with it. +- id: us-ny:ssp-spousal-deeming-subtraction + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Under spousal deeming, does New York's state supplement subtract the claimant's SSI plus countable income + from the standard of need, as Social Services Law 209(4) reads, or the greater of the FBR or countable income, + as 18 NYCRR 398-4.4(b) reads? + sources: + - kind: statute + citation: N.Y. Soc. Serv. Law §209(4) + url: https://www.nysenate.gov/legislation/laws/SOS/209 + - kind: regulation + citation: 18 NYCRR 398-2.1(ac), 398-2.1(o) and 398-4.4(b) + url: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-398-4.4 + - kind: manual + citation: SSA POMS SI 01320.430 D + url: https://secure.ssa.gov/poms.nsf/lnx/0501320430 + readings: + statute: The standard of need is reduced by "the sum of such individual's or couple's supplemental security + income benefit plus countable income". + other: 18 NYCRR 398-4.4(b) subtracts the greater of the FBR or countable income, with deemed income counted + (398-2.1(g)) against the claimant's own individual FBR. SSA's method for federally administered supplements + (POMS SI 01320.430 D) is a third reading and uses the couple rate. + example: 'Integration Case 11: a claimant living with an ineligible spouse has countable income of 650.83, including + deemed income, and SSI of 840.17 against a 1,017 standard. The regulation pays 1,017 - max(994, 650.83) = 23; + the statute subtracts 840.17 + 650.83 = 1,491 and pays 0.' + pe_us: + follows: conflicting-source + code: + - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10158 + state: unreviewed + note: The model follows the regulation (NOTE in ny_ssp.py); integration.yaml Cases 6 and 11 pin it. New York has + administered its own supplement since October 1, 2014. Whether a state regulation that departs from the statute's + text binds as a Treasury regulation would is not yet ruled. - id: us-oh:heap-awards-above-150-percent-poverty program: liheap years: @@ -4307,6 +4511,137 @@ candidates: state: unreviewed note: 'The open PR applies the federal floor; verify the applicable fiscal-year tables and large-household calculations. Code not yet on main: oh_liheap_eligible, gov.hhs.liheap.fpg_floor.' +- id: us-oh:rss-couple-income-standard + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Is an Ohio RSS couple's pooled countable income tested against the SSI couple rate that OAC 5160:1-5-01(E)(2) + cites, or against twice the $1,800 RSS income standard? + sources: + - kind: regulation + citation: OAC 5160:1-5-01(B)(2), (E)(2) and (G)(1) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-5-01 + - kind: regulation + citation: OAC 5160:1-3-03.5(B)(2) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-3-03.5 + readings: + statute: No statute supplied; 5160:1-5-01(E)(2) determines a couple's eligibility "collectively, utilizing the + appropriate couple income standard as defined in rule 5160:1-3-03.5", which is "the current supplemental security + income (SSI) benefit rate for a couple". + other: 5160:1-5-01(B)(2) defines a single RSS income standard, the allowable fee plus the personal needs allowance + ($1,800), and the model applies it to each spouse. + example: 'Integration Case 1: both spouses are approved and their only income is $1,491 of SSI. The SSI couple + standard leaves them at the standard and ineligible; twice the RSS standard pays each (3,600 - 1,491) / 2 = + 1,054.50.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/oh/dbh/rss/oh_rss_countable_income.py + - policyengine_us/variables/gov/states/oh/dbh/rss/oh_rss.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10164 + state: unreviewed + note: The model compares pooled countable income with twice the RSS income standard (NOTE in oh_rss_countable_income.py); + integration.yaml Cases 1 and 8 pin it. Read literally, (E)(2) makes a couple whose only income is SSI ineligible. +- id: us-oh:rss-one-eligible-spouse-income-standard + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: When only one spouse has an RSS level of care, is that spouse's income tested against the SSI individual + rate that OAC 5160:1-5-01(E)(3) cites, or against the $1,800 RSS income standard? + sources: + - kind: regulation + citation: OAC 5160:1-5-01(B)(2) and (E)(3) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-5-01 + - kind: regulation + citation: OAC 5160:1-3-03.5(B)(3) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-3-03.5 + readings: + statute: No statute supplied; 5160:1-5-01(E)(3) uses "the appropriate individual income standard as defined + in rule 5160:1-3-03.5", the SSI individual rate ($994 in 2026). + other: The RSS income standard of 5160:1-5-01(B)(2), $1,800, which the model uses. + example: 'Integration Case 15: the approved spouse has $1,200 a month of Social Security disability, countable + income of 1,180 and no SSI. Against $994 the spouse is ineligible; against $1,800 the payment is 620.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/oh/dbh/rss/oh_rss_countable_income.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10164 + state: unreviewed + note: The model compares that spouse's own countable income with the RSS income standard (NOTE in oh_rss_countable_income.py); + integration.yaml Case 15 pins it. +- id: us-oh:rss-one-eligible-spouse-resources + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: When only one spouse has an RSS level of care, are that spouse's own resources tested against $2,000, + or the couple's combined resources against $3,000 under Ohio's Medicaid resource rules? + sources: + - kind: regulation + citation: OAC 5160:1-5-01(E)(3) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-5-01 + - kind: regulation + citation: OAC 5160:1-3-05.1(B)(9)(b) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-3-05.1 + - kind: regulation + citation: OAC 5160:1-3-05.20(E)(1)-(2) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-3-05.20 + readings: + statute: No statute supplied; 5160:1-5-01(E)(3) applies the individual standard, so the approved spouse's own + resources are tested against $2,000. + other: 5160:1-3-05.1(B)(9)(b) and 5160:1-3-05.20(E)(1)-(2) combine a married couple's resources against $3,000, + whether or not the other spouse is eligible. + example: 'Integration Case 13: only person1 is approved, with resources of $1,500; the spouse has $1,600. The + individual test pays person1 1,800; the combined test ($3,100 against $3,000) pays 0.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/oh/dbh/rss/oh_rss.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10164 + state: unreviewed + note: 'The model follows the RSS rule (NOTE in oh_rss.py); integration.yaml Case 13 pins it. The reading decides + the result only when medicaid_enrolled is entered: computed Medicaid and the SSI resource test both combine + the couple''s resources, and integration.yaml Case 14 pays [0, 0].' +- id: us-oh:rss-recipient-of-ssi-or-social-security + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Must an Ohio Residential State Supplement recipient receive SSI or Social Security, as ORC 5119.41(A) + describes the program, or only meet the eligibility criteria of the rules? + sources: + - kind: statute + citation: ORC 5119.41(A)-(B) + url: https://codes.ohio.gov/ohio-revised-code/section-5119.41 + - kind: regulation + citation: OAC 5160:1-5-01(C) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5160:1-5-01 + - kind: regulation + citation: OAC 5122-36-02(A) + url: https://codes.ohio.gov/ohio-administrative-code/rule-5122-36-02 + readings: + statute: The program supplements "the amounts received by aged, blind, or disabled adults as supplemental security + income payments ... or as social security benefits or social security disability insurance benefits", so a + person who receives neither is not paid. + other: The criteria of 5160:1-5-01(C) and 5122-36-02(A), to which 5119.41(B) leaves eligibility, do not require + receipt of SSI or Social Security. + example: 'Integration Case 3: an approved 65-year-old with no income whose spouse''s deemed wages reduce SSI to + 0 receives 1,800 under the rules and 0 under the receipt reading.' + pe_us: + follows: conflicting-source + code: + - policyengine_us/variables/gov/states/oh/dbh/rss/oh_rss.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10164 + state: unreviewed + note: The model follows the rules and does not require SSI take-up (NOTE in oh_rss.py); integration.yaml Cases + 3 and 13 pin it. Because 5119.41(B) makes eligibility depend on the rules, (A) may describe the program rather + than add a condition. - id: us-ok:liheap-child-earnings program: liheap years: @@ -4388,6 +4723,135 @@ candidates: state: unreviewed note: 'PE-US follows the regulation; the plan narrative agrees, so reconcile its contrary checkbox and verify page references. Code not yet on main: ok_liheap.' +- id: us-ok:ssp-ineligible-child-allocation + program: ssi-state-supplement + years: + from: 2026 + to: 2026 + type: calendar + question: Is Oklahoma's ineligible child allocation $498, as Appendix C-1 Schedule VIII.C lists, or $497, the + couple FBR less the individual FBR? + sources: + - kind: manual + citation: OKDHS Appendix C-1 Schedule VIII.C (July 1, 2026) + url: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-1.pdf#page=4 + - kind: regulation + citation: 20 CFR 416.1163(b)(1) + url: https://www.law.cornell.edu/cfr/text/20/416.1163 + readings: + statute: No statute supplied; Appendix C-1 Schedule VIII.C lists a $498 allocation, and OAC 340:15-1-5 and 317:35-5-42 + point to Appendix C-1 for it. + other: '20 CFR 416.1163(b)(1) sets the allocation at the couple FBR less the individual FBR: $1,491 - $994 = + $497 in 2026.' + example: integration.yaml Case 15 sums a $498 allocation into the ineligible-spouse path (198 + 498 = 696); the + federal amount would give 695. + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/ok/dhs/ssp/ok_ssp_spouse_child_allocation.py + - policyengine_us/variables/gov/states/ok/dhs/ssp/_ok_ssp_income.py + - policyengine_us/parameters/gov/states/ok/dhs/ssp/child_allocation.yaml + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10165 + state: unreviewed + note: The model uses $498 on the ineligible-spouse path and the federal $497 on the child path, which reuses federal + parental deeming, so a sibling's allocation can be $1 lower (NOTE in _ok_ssp_income.py). The difference changes + the payment only below the $40 cap. +- id: us-ok:ssp-ineligible-spouse-definition + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Is an aged, blind or disabled spouse who is not SSP-eligible an ineligible spouse for Oklahoma's state + supplement? + sources: + - kind: regulation + citation: OAC 340:15-1-2 + url: https://www.law.cornell.edu/regulations/oklahoma/OAC-340-15-1-2 + - kind: regulation + citation: OAC 317:35-5-42(k)(1), applied by OAC 340:15-1-4(10) + url: https://www.oklahoma.gov/ohca/policies-and-rules/xpolicy/medical-assistance-for-adults-and-children-eligibility/eligibility-and-countable-income/countable-income-and-resources/determination-of-countable-income-for-individuals-categorically-.html + readings: + statute: No statute supplied; 340:15-1-2 defines an eligible individual with an ineligible spouse as one living + with a spouse who is not 65 years of age and older, blind, or disabled and is not an essential spouse, and + is silent on an aged, blind or disabled spouse who is not eligible. + other: 317:35-5-42(k)(1) makes any spouse in the household who is not eligible for SSI an ineligible spouse. + example: 'Integration Case 5: the claimant has $500 a month of Social Security and the aged spouse, who declines + SSI, has $1,500. As an ineligible spouse, couple income of 1,980 counts and the SSP is 0; ignoring the spouse, + the claimant''s own 480 is under the $1,034 standard and the SSP is 40.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/ok/dhs/ssp/ok_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10165 + state: unreviewed + note: The model treats any spouse living together who is not ok_ssp_eligible as an ineligible spouse, except one + in a medical facility or incarcerated (NOTE in ok_ssp.py); integration.yaml Cases 5 and 6 pin it. +- id: us-ok:ssp-minor-income-limit + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Must a blind or disabled minor's countable income, including deemed parental income, be below the FBR + or below the SSP standard for an individual to receive Oklahoma's state supplement? + sources: + - kind: regulation + citation: OAC 340:15-1-4(9)(B)(iii) + url: https://www.law.cornell.edu/regulations/oklahoma/OAC-340-15-1-4 + - kind: regulation + citation: OAC 340:15-1-5(c)(6) + url: https://www.law.cornell.edu/regulations/oklahoma/OAC-340-15-1-5 + - kind: manual + citation: OKDHS Appendix C-1 Schedule VIII.C + url: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-1.pdf#page=4 + readings: + statute: No statute supplied; 340:15-1-4(9)(B)(iii) requires countable deemed income below 100 percent of the + FBR, and Appendix C-1 Schedule VIII.C says the same. + other: 340:15-1-5(c)(6) compares the child's income plus income deemed from the parents with the SSP standard + for an eligible individual. + example: 'A disabled child with countable income of 1,010 and no SSI: the (c)(6) test pays 1,034 - 1,010 = 24; + the FBR test pays 0.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/ok/dhs/ssp/ok_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10165 + state: unreviewed + note: The model follows the (c)(6) procedure (NOTE in ok_ssp.py). The readings differ only for countable income + from 994 up to 1,034; no test covers that range. +- id: us-ok:ssp-presumed-maximum-value-with-ineligible-spouse + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: When an ineligible spouse's income is deemed, is an Oklahoma SSP claimant's in-kind support and maintenance + capped at one-third of the individual FBR plus $20, or at one-sixth of the couple FBR plus $10? + sources: + - kind: regulation + citation: OAC 317:35-5-42(b)(8)(D) + url: https://www.oklahoma.gov/ohca/policies-and-rules/xpolicy/medical-assistance-for-adults-and-children-eligibility/eligibility-and-countable-income/countable-income-and-resources/determination-of-countable-income-for-individuals-categorically-.html + - kind: manual + citation: SSA POMS SI 01320.150 B.1.a + url: https://secure.ssa.gov/poms.nsf/lnx/0501320150 + readings: + statute: No statute supplied; 317:35-5-42 sets the maximum presumed value at one-third of the SSI FBR plus the + $20 general income exclusion and does not say which FBR applies when spouse income is deemed. + other: 'POMS SI 01320.150 B.1.a caps the value at one-sixth of the couple FBR plus $10 when there is income + to deem from the spouse: 258.50 in 2026, against 351.33.' + example: 'Integration Case 16: with 258.50 of in-kind support and maintenance the couple income is 1,511 and the + SSP is 21; at 351.33 the income is 1,603.83 and the SSP is 0.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/ok/dhs/ssp/_ok_ssp_income.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10165 + state: unreviewed + note: The model takes the federal in-kind support and maintenance value, so it follows POMS. The NOTE in _ok_ssp_income.py + adds that federal SSI also runs a couple computation for an aged, blind or disabled spouse who is not eligible + (issue 10243), so the deeming value applies even when 317:35-5-42(m)(4) deems nothing. - id: us-or:2026-standard-deduction-agency-figures program: income-tax years: @@ -4582,6 +5046,107 @@ candidates: prs: [] state: unreviewed note: PE-US follows the handbook; verify its historical applicability to the report periods. +- id: us-pa:ssp-care-home-levels + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Are Pennsylvania's domiciliary care and personal care home supplements the $434.30 and $439.30 printed + in 55 Pa. Code §299.37, or the $634.30 and $639.30 that SSA and DHS give for 2026? + sources: + - kind: regulation + citation: 55 Pa. Code §299.37 + url: https://www.pacodeandbulletin.gov/secure/pacode/data/055/chapter299/s299.37.html + - kind: manual + citation: SSA POMS SI 01415.058 K.2.a and K.2.b + url: https://secure.ssa.gov/poms.nsf/lnx/0501415058#k2a + - kind: manual + citation: Pennsylvania Medical Assistance Eligibility Handbook 387 Appendix A + url: null + readings: + statute: No statute supplied; §299.37 (amended effective July 1, 2011) prints $434.30 and $439.30 for individuals + and $947.40 and $957.40 for couples. + other: POMS SI 01415.058 K.2 and Handbook 387 Appendix A give $634.30 and $639.30 for individuals and $1,347.40 + and $1,357.40 for couples. + example: 'pa_ssp.yaml Case 3: a certified domiciliary care resident with no income receives 634.30, against 434.30 + under §299.37.' + pe_us: + follows: unknown + code: + - policyengine_us/parameters/gov/states/pa/dhs/ssp/amount/individual.yaml + - policyengine_us/parameters/gov/states/pa/dhs/ssp/amount/couple.yaml + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10167 + state: unreviewed + note: The model follows POMS and the Handbook; YAML comments by the care rows record the §299.37 levels. SSA administers + the care-home supplements. pa_ssp.yaml Cases 3 and 4 and integration.yaml Case 4 pin it. The Handbook is served + over http only; the parameter references link it. +- id: us-pa:ssp-mixed-arrangement-couple-move-month + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: In the month one spouse of a Pennsylvania couple moves into a personal care home, does each spouse get + the average of the two couple rates or half of their own couple rate? + sources: + - kind: manual + citation: SSA POMS SI 02005.030 G.1 + url: https://secure.ssa.gov/poms.nsf/lnx/0502005030#g1 + - kind: manual + citation: SSA POMS SI PHI01415.010 Appendix I, Chart 35 note 2 + url: https://secure.ssa.gov/poms.nsf/lnx/0501415010PHI + readings: + statute: No statute supplied; POMS SI 02005.030 G.1 averages the individual supplements of a multi-living-arrangement + couple living together unless the State provides couple levels. + other: Chart 35 note 2 pays the spouse who moves into the personal care home half the couple rate for that home, + and the spouse who stays half the couple household rate, for the month of the move. + example: 'Integration Case 6: the average gives 347.675 and 347.68; note 2 gives 33.30 / 2 = 16.65 and 1,357.40 + / 2 = 678.70.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/pa/dhs/ssp/pa_ssp_living_arrangement.py + - policyengine_us/variables/gov/ssa/ssi/_ssi_state_supplement.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10167 + state: unreviewed + note: The shared state supplement helper averages; pa_ssp_living_arrangement documents the per-spouse split as + a limitation. integration.yaml Case 6 pins it. The couple total is the same unless income reduces one spouse's + half to zero. +- id: us-pa:ssp-supplement-for-personal-needs + program: ssi-state-supplement + years: + from: 2026 + to: 2026 + type: calendar + question: Is Pennsylvania's Supplement for Personal Needs for a Medicaid facility resident $22.10, or the $15.00 + that Handbook 387 Appendix A's 2026 note lists? + sources: + - kind: manual + citation: Pennsylvania Long-Term Care Handbook 450.243 + url: null + - kind: manual + citation: Pennsylvania Medical Assistance Eligibility Handbook 387 Appendix A (January 1, 2026) + url: null + - kind: regulation + citation: 55 Pa. Code §299.37 + url: https://www.pacodeandbulletin.gov/secure/pacode/data/055/chapter299/s299.37.html + readings: + statute: No statute supplied; LTC Handbook 450.243 pays an SSI recipient in a long-term care facility $30 of + SSI plus a $22.10 Supplement for Personal Needs, the maximum independent-living supplement (§299.37). + other: Appendix A's note on the state supplements in its 2026 table lists $15.00 for an MA institution, although + the table's $52.10 total is $30 plus $22.10. + example: An SSI recipient in a Medicaid facility with no other income receives 22.10, or 15.00 under the note. + pe_us: + follows: unknown + code: + - policyengine_us/parameters/gov/states/pa/dhs/ssp/amount/individual.yaml + - policyengine_us/variables/gov/states/pa/dhs/ssp/pa_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10167 + state: unreviewed + note: The model uses $22.10 (comment by MEDICAID_INSTITUTION in amount/individual.yaml); pa_ssp.yaml Cases 6 and + 17 pin it. Both handbooks are served over http only; the parameter references link them. - id: us-pa:tax-forgiveness-dependent-parent-exception program: income-tax years: @@ -4789,6 +5354,140 @@ candidates: state: unreviewed note: 'PE-US follows the manual; verify whether the unchecked insurance category covers these payments. Code not yet on main: ri_liheap countable income.' +- id: us-ri:ssp-category-d-without-federal-ssi + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Is Rhode Island's Category D supplement for an assisted living resident denied SSI for excess income + a state-only DHS payment, or an SSA payment under the federal rules with a $1 minimum? + sources: + - kind: regulation + citation: 218-RICR-20-00-5 §§5.1.1, 5.2.B.3 and 5.3.A.2 + url: https://risos-apa-production-public.s3.amazonaws.com/DHS/REG_13426_20260109151518643.pdf#page=1 + - kind: regulation + citation: 20 CFR 416.2025(b)(3) and 416.2020(c) + url: https://www.law.cornell.edu/cfr/text/20/416.2025 + - kind: manual + citation: SSA POMS SI 01415.058 L.2 + url: https://secure.ssa.gov/poms.nsf/lnx/0501415058#l2 + readings: + statute: No statute supplied; the state regulation has SSA administer Category D for SSI recipients and DHS + pay a resident denied SSI for excess income a state-only supplement based on countable income. + other: Under 20 CFR 416.2025(b)(3) a federally administered supplement is reduced by income above the FBR, 416.2020(c) + raises payments under $1 to $1, and POMS L.2 gives a Category D total of $1,326, above the $994 FBR. + example: 'ri_ssp.yaml Case 16: an aged resident with countable income of 1,325.50 and no SSI receives 0.50 from + DHS, or 1 if SSA paid.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/ri/dhs/ssp/ri_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10168 + state: unreviewed + note: The model follows the state regulation because 20 CFR 416.2010(a)(1) leaves supplement-only coverage to + the State (NOTE in ri_ssp.py); ri_ssp.yaml Cases 16 and 17 pin it. The Federal-State agreement was not checked. +- id: us-ri:ssp-federal-administration-after-2010 + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Does SSA still administer Rhode Island's Category D supplement, when R.I. Gen. Laws §40-6-27(a)(2) says + state supplements are not federally administered as of July 1, 2010? + sources: + - kind: statute + citation: R.I. Gen. Laws §40-6-27(a)(2) + url: https://webserver.rilegislature.gov/Statutes/TITLE40/40-6/40-6-27.htm + - kind: regulation + citation: 218-RICR-20-00-5 §5.1.1.B + url: https://risos-apa-production-public.s3.amazonaws.com/DHS/REG_13426_20260109151518643.pdf#page=1 + - kind: manual + citation: SSA POMS SI 01415.058 L + url: https://secure.ssa.gov/poms.nsf/lnx/0501415058#l1 + - kind: manual + citation: SSA POMS SI BOS01415.950 + url: https://secure.ssa.gov/poms.nsf/lnx/0501415950BOS + readings: + statute: As of July 1, 2010, state supplement payments are not federally administered and DHS pays them directly. + other: §5.1.1.B has SSA administer Category D for SSI recipients, and POMS SI 01415.058 L.2 lists a 2026 Category + D level. SI BOS01415.950 says SSA administered categories A, B and E only through December 31, 2010. + example: 'ri_ssp.yaml Case 17: a reported SSI recipient with countable income 331.50 above the FBR receives 1 + when SSA pays, with its $1 minimum, and 0.50 when DHS pays.' + pe_us: + follows: conflicting-source + code: + - policyengine_us/variables/gov/states/ri/dhs/ssp/ri_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10168 + state: unreviewed + note: 'The model follows the regulation and POMS: SSA pays Category D to SSI recipients (comment in ri_ssp.py); + ri_ssp.yaml Case 17 pins it. The readings differ only by SSA''s rounding and $1 minimum.' +- id: us-ri:ssp-supportive-residential-care-category + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Does Rhode Island pay the $300 supplement that R.I. Gen. Laws §40-6-27(a)(1)(vii) lists for state-licensed + supportive residential-care settings? + sources: + - kind: statute + citation: R.I. Gen. Laws §40-6-27(a)(1)(vii) + url: https://webserver.rilegislature.gov/Statutes/TITLE40/40-6/40-6-27.htm + - kind: regulation + citation: 218-RICR-20-00-5 §5.6 + url: https://risos-apa-production-public.s3.amazonaws.com/DHS/REG_13426_20260109151518643.pdf#page=13 + - kind: manual + citation: SSA POMS SI 01415.058 L.2 + url: https://secure.ssa.gov/poms.nsf/lnx/0501415058#l2 + readings: + statute: Individuals in state-licensed supportive residential-care settings that meet DHS standards receive + $300 a month. + other: 218-RICR-20-00-5 §5.6 and SSA's 2026 payment levels publish no such category. + example: An uncertified resident of such a setting with no income would receive 300 under (vii); the model pays + the own-household rate of 39.92. + pe_us: + follows: not-modelled + code: + - policyengine_us/variables/gov/states/ri/dhs/ssp/ri_ssp_living_arrangement.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10168 + state: unreviewed + note: The category is not modeled (NOTE in ri_ssp_living_arrangement.py). No test covers it. +- id: us-ri:ssp-title-xix-couple-amount + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Is a Rhode Island couple in a Title XIX facility paid jointly at twice the $45 personal needs allowance, + or as two individuals? + sources: + - kind: statute + citation: R.I. Gen. Laws §40-6-27(a)(3) + url: https://webserver.rilegislature.gov/Statutes/TITLE40/40-6/40-6-27.htm + - kind: regulation + citation: 218-RICR-20-00-5 §5.6.A + url: https://risos-apa-production-public.s3.amazonaws.com/DHS/REG_13426_20260109151518643.pdf#page=13 + - kind: manual + citation: SSA POMS SI BOS01415.950 (Title XIX facility charts through January 2010) + url: https://secure.ssa.gov/poms.nsf/lnx/0501415950BOS + readings: + statute: Individuals living in institutions receive a $45 monthly personal needs allowance from the state; the + statute sets no couple amount. + other: §5.6.A prints the Category E couple amounts as "N/A". SSA's charts through January 2010 set the couple + supplement ($40) at twice the individual one ($20). + example: 'A couple in a Title XIX facility where one spouse has $100 a month of Social Security: jointly at $90, + each receives (90 - 20) / 2 = 35; as two individuals they receive 0 and 45.' + pe_us: + follows: unknown + code: + - policyengine_us/parameters/gov/states/ri/dhs/ssp/amount/couple.yaml + - policyengine_us/variables/gov/states/ri/dhs/ssp/ri_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10168 + state: unreviewed + note: The model computes the couple jointly at $90, which the couple.yaml comment derives from the per-individual + allowance in §40-6-27(a)(3); ri_ssp.yaml Case 18 pins [45, 45] for a couple with no income. SSA administered + Category E only through December 31, 2010. - id: us-sd:liheap-2025-published-income-limit program: liheap years: @@ -4973,6 +5672,134 @@ candidates: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed note: 'PE-US follows the plan and rules, not the 2018 manual: only wood and coal are paid in full, so kerosene is capped at unpaid charges like fuel oil (sd_liheap.py). Confirm the recipient and whether unpaid charges cap the award.' +- id: us-sd:ssp-care-personal-needs-allowance + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Does South Dakota's assisted living and adult foster care payment exclude $60 of SSI for personal needs, + as SSA's program description says, when ARSD 67:46:06:05 limits the personal needs deduction to nursing and + intermediate care facilities? + sources: + - kind: regulation + citation: ARSD 67:46:06:05 + url: https://sdlegislature.gov/Rules/Administrative/67:46:06:05 + - kind: guidance + citation: 'SSA, State Assistance Programs for SSI Recipients, January 2011: South Dakota' + url: https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/sd.html + readings: + statute: No statute supplied; the current 67:46:06:05 allows a $100 monthly personal needs deduction only to + an applicant or recipient residing in a nursing or intermediate care facility. + other: SSA's 2011 description, which sd_ssp cites, says the State excludes $60 of the federal SSI payment to + recipients in assisted living facilities or foster care homes. + example: 'sd_ssp.yaml Case 9: SSI of 994 and a 2,200 care bill give 1,206 under the current rule and 1,266 with + a $60 exclusion.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp_care_income_deductions.py + - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10169 + state: unreviewed + note: The model follows the current rule (sd_ssp_care_income_deductions documentation). SSA's text matched 67:46:06:05 + as in effect from 2004, which gave every long-term care applicant $60; 41 SDR 93 (effective December 3, 2014) + limited it to nursing and intermediate care facilities. This may be a stale source rather than a live conflict. +- id: us-sd:ssp-couple-other-income + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Does other income of either spouse end South Dakota's independent living supplement for both members + of an eligible couple, or only for the spouse who has it? + sources: + - kind: manual + citation: SSA POMS SI DEN01415.011 B.5.b + url: https://secure.ssa.gov/poms.nsf/lnx/0501415011DEN + - kind: regulation + citation: ARSD 67:12:14:03(2) + url: https://sdlegislature.gov/Rules/Administrative/67:12:14:03 + readings: + statute: No statute supplied; POMS SI DEN01415.011 B.5.b pays only individuals and couples who have no other + income. + other: ARSD 67:12:14:03(2) ends the payment when "The person is receiving other income", person by person. + example: 'Integration Case 3: both spouses receive 505.50 of SSI and one has $500 a month of Social Security. + Pooling pays both 0; the per-person reading pays the other spouse $15 as an individual or a couple member''s + $8 or $7.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp_independent.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10169 + state: unreviewed + note: The model pools an eligible couple's other income (NOTE in sd_ssp_independent.py); integration.yaml Case + 3 pins it. +- id: us-sd:ssp-independent-payment-ssi-receipt + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Must a South Dakota resident receive SSI to get the independent living supplement, or does SDCL 28-5A-1's + class of residents who would be eligible to receive SSI qualify? + sources: + - kind: statute + citation: SDCL 28-5A-1 + url: https://sdlegislature.gov/Statutes/28-5A-1 + - kind: regulation + citation: ARSD 67:12:14:02(1) and 67:12:14:03(1) + url: https://sdlegislature.gov/Rules/Administrative/67:12:14:02 + readings: + statute: The department may provide supplementary payments, under its rules, to residents who are receiving + or would be eligible to receive SSI. + other: 67:12:14:02(1) requires that the person be receiving SSI, and 67:12:14:03(1) ends the payment when SSI + stops. + example: 'sd_ssp.yaml Case 20: an aged resident with no income who does not take up SSI receives 0 under the rule, + while the statute''s class includes the resident.' + pe_us: + follows: conflicting-source + code: + - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp_independent.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10169 + state: unreviewed + note: The model pays the independent supplement only with modeled SSI above zero or reported receipt; the care + payment needs no SSI. The statute authorizes payments "under such rules as may be promulgated", so the narrower + rule may be a valid use of that authority rather than a conflict. +- id: us-sd:ssp-joint-entry-resource-limit-after-entry-month + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Does South Dakota's $3,000 resource limit for spouses who begin long-term care in the same month still + apply in assisted living and adult foster care after the month of entry? + sources: + - kind: regulation + citation: ARSD 67:46:05:30 + url: https://sdlegislature.gov/Rules/Administrative/67:46:05:30 + - kind: regulation + citation: ARSD 67:46:05:42(8) + url: https://sdlegislature.gov/Rules/Administrative/67:46:05:42 + - kind: regulation + citation: ARSD 67:46:04:10(6) + url: https://sdlegislature.gov/Rules/Administrative/67:46:04:10 + readings: + statute: No statute supplied; 67:46:05:30 allows $3,000 for an individual with a spouse if both begin receiving + long-term care services in the same month, with no limit to the month of entry. + other: 67:46:05:42(8), for nursing facilities, and 67:46:04:10(6), for income, treat the spouses separately + after the calendar month of entry. + example: 'The integration.yaml Case 7 couple in a later month (resources 2,100 and 800): under the $3,000 limit + they receive 1,000 and 1,400; tested alone, the first spouse''s 2,100 is over $2,000, and they receive 0 and + 1,400 (integration.yaml Case 8).' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp_care_joint_entry.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10169 + state: unreviewed + note: sd_ssp_care_joint_entry is true only in the month both spouses entered care; later months use the $2,000 + limit and each spouse's own income. integration.yaml Cases 5, 7 and 8 pin it. - id: us-tx:family-planning-unearned-income-exclusions program: family-planning-program years: @@ -5052,6 +5879,73 @@ candidates: state: open note: 'PE-US follows the regulation; resolve the pending conflict with the information letter. Code not yet on main: tx_ssi_state_supplement.' +- id: us-va:ag-entry-month-spouse-at-home + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: In the month a Virginia Auxiliary Grant resident enters care while the spouse stays home, does the budget + keep SSA's deemed spouse income or count only the applicant's own income? + sources: + - kind: manual + citation: Virginia Auxiliary Grant Manual Chapter B §6 + url: https://townhall.virginia.gov/l/GetFile.cfm?File=C:%5CTownHall%5Cdocroot%5CGuidanceDocs%5C262%5CGDoc_DARS_5346_v2.pdf#page=34 + - kind: manual + citation: Virginia Auxiliary Grant Manual Chapter D §5 + url: https://townhall.virginia.gov/l/GetFile.cfm?File=C:%5CTownHall%5Cdocroot%5CGuidanceDocs%5C262%5CGDoc_DARS_5346_v2.pdf#page=126 + - kind: regulation + citation: 20 CFR 416.1163(f)(2) + url: https://www.law.cornell.edu/cfr/text/20/416.1163 + readings: + statute: No statute supplied; Chapter B §6 makes the assistance unit the AG applicant only. + other: Chapter D uses SSA's net earned and unearned income amounts, and SSA still deems the spouse's income + in the month of separation (20 CFR 416.1163(f)(2)). + example: 'Integration Case 3: SSA deems 1,480 of the home spouse''s Social Security and pays 11 of SSI, so the + AG is 2,217 - 1,491 = 726; counting only the applicant''s income gives 2,217 - 11 = 2,206.' + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/va/dars/ag/va_ag_countable_income.py + - policyengine_us/variables/gov/states/va/dars/ag/va_ag_certified.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10172 + state: unreviewed + note: The model follows Chapter D (NOTE in va_ag_countable_income.py); integration.yaml Cases 3 and 6 pin it. + For later months, va_ag_certified tells users to put the spouses in separate marital units, so neither SSI nor + the AG deems. +- id: us-va:ag-student-earned-income-exclusion + program: ssi-state-supplement + years: + from: 2026 + type: calendar + question: Does Virginia's Auxiliary Grant exclude a student's earnings for an applicant who does not receive SSI? + sources: + - kind: manual + citation: Virginia Auxiliary Grant Manual Chapter H §2.2 + url: https://townhall.virginia.gov/l/GetFile.cfm?File=C:%5CTownHall%5Cdocroot%5CGuidanceDocs%5C262%5CGDoc_DARS_5346_v2.pdf#page=370 + - kind: manual + citation: Virginia Auxiliary Grant Manual Chapter D + url: https://townhall.virginia.gov/l/GetFile.cfm?File=C:%5CTownHall%5Cdocroot%5CGuidanceDocs%5C262%5CGDoc_DARS_5346_v2.pdf#page=123 + - kind: regulation + citation: 20 CFR 416.1112(c)(3) + url: https://www.law.cornell.edu/cfr/text/20/416.1112 + readings: + statute: No statute supplied; Chapter H's list of earned income exclusions does not name the SSI student earned + income exclusion. + other: Chapter D requires the AG program to use SSI policy, and 20 CFR 416.1112(c)(3) excludes earnings of a + student under age 22. + example: A disabled 20-year-old student with $1,200 a month of Social Security disability and $500 of wages has + no SSI. Excluding the wages gives countable income of 1,180 and an AG of 1,037; Chapter H's list gives 1,397.50 + and 819.50. + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/va/dars/ag/va_ag_countable_income.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10172 + state: unreviewed + note: The model keeps the SSI student exclusion for non-SSI applicants (NOTE in va_ag_countable_income.py). No + test covers it. - id: us-va:claim-of-right-credit-gap-fill program: income-tax years: From 84bf141fbe93cd9be5853610391fb121e0c55920 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Sat, 24 Oct 2026 16:13:25 -0400 Subject: [PATCH 2/2] Address review of the SSP, Maryland CCS and NY HEAP candidates Drop the Pennsylvania move-month and South Dakota personal needs entries: POMS G.1 defers to Pennsylvania's own couple rule, and SSA's 2011 South Dakota description predates the 2014 rule, so neither is a live conflict. Record the New York regulation's double subtraction, mark the New York income test and the Maryland copay cap unknown, correct the Oklahoma and Virginia examples, and add the shared files that decide six entries. Co-Authored-By: Claude Opus 5.5 --- source_conflicts/candidates.yaml | 135 ++++++++++--------------------- 1 file changed, 43 insertions(+), 92 deletions(-) diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 6c02fa30ebb..7f79cb4965f 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -2658,23 +2658,26 @@ candidates: url: https://content.govdelivery.com/accounts/MDMSDE/bulletins/31a37f2 readings: statute: From June 1, 2024, the Department "may not increase the copayment levels of the Program in effect as - of January 1, 2024". MSDE's flat maximum had applied since May 23, 2022. + of January 1, 2024". The statute does not say whether those are MSDE's flat maximums, which applied from May + 23, 2022, or COMAR's printed tables. other: COMAR 13A.14.06.12 still prints regional weekly copayment tables by income level and child order. example: md_ccs_weekly_copay.yaml Case 1 (January 2025, one child in full-time care, $50,000 income) gives $3 - a week. COMAR's level A amounts for a youngest child 24 months or older in three units of care range from $4.03 - to $7.22 by region. + a week. COMAR's level A amounts for three units of care run from $4.03 to $7.22 for a youngest child 24 months + or older and from $2.42 to $4.33 for a second or third child. pe_us: - follows: statute + follows: unknown code: - policyengine_us/parameters/gov/states/md/msde/ccs/copay/weekly_amount.yaml - policyengine_us/variables/gov/states/md/msde/ccs/md_ccs_weekly_copay.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/7889 state: unreviewed - note: The flat schedule meets the cap under any reading of "in effect"; restoring COMAR's tables would raise copays. - From May 2022 to May 2024 no statute is supplied, and the model followed the bulletin over COMAR. The bulletin's - amounts are maximums and some families pay $0, while the model charges the maximum, subject to the 7 percent - federal cap. The parameter starts 2022-05-01; the bulletin dates the change May 23, 2022. + note: 'The model follows MSDE''s flat maximums. If those are the levels in effect, the model meets the cap, and + restoring COMAR''s tables would raise most copays. If COMAR''s tables are, some flat amounts exceed them: Region + V''s level A second-child amount is $2.42 for three units and about $0.81 for one, against $3 and $1. From May + 2022 to May 2024 no statute is supplied. The bulletin''s amounts are maximums and some families pay $0, while + the model charges the maximum, subject to the 7 percent federal cap. The parameter starts 2022-05-01; the bulletin + dates the change May 23, 2022.' - id: us-md:dependent-exemption-chart-10a program: income-tax years: @@ -4278,6 +4281,7 @@ candidates: code: - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp.py - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp_care_setting.py + - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp_living_arrangement.py - policyengine_us/parameters/gov/states/ny/otda/ssp/personal_needs/developmental_or_mental_health_facility.yaml - policyengine_us/parameters/gov/states/ny/otda/ssp/personal_needs/residential_health_care_facility.yaml prs: @@ -4302,36 +4306,39 @@ candidates: url: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-398-3.2 readings: statute: A residential health care facility resident who receives or is eligible to receive SSI or additional - state payments is entitled to the allowance "in accordance with regulations of the department"; the statute - states no income test. + state payments is entitled to the $25 allowance "in accordance with regulations of the department", and the + $5 group "shall receive" its allowance; neither sentence states an income test. other: The resident must have no countable income, earned or unearned, other than the federal SSI benefit for medical facility residents when Medicaid pays at least 50 percent of the cost of care. example: 'A nursing home resident with $45 a month of Social Security has $25 of countable income and $5 of SSI: - the statute pays $25 and the regulation pays $0.' + the regulation pays $0; reading the statute with no income test would pay $25.' pe_us: - follows: conflicting-source + follows: unknown code: - policyengine_us/variables/gov/states/ny/otda/ssp/ny_ssp.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/10158 state: unreviewed note: The model pays the allowance only with SSI above zero and no countable income; ny_ssp.yaml Cases 20 and - 21 pin it. The $25 sentence delegates to the department's regulations, so 398-3.2(d) may implement the statute - rather than conflict with it. + 21 pin it. The $25 sentence delegates to the department's regulations, so 398-3.2(d) may implement it rather + than conflict with it; the $5 sentence has no such phrase. - id: us-ny:ssp-spousal-deeming-subtraction program: ssi-state-supplement years: from: 2026 type: calendar question: Under spousal deeming, does New York's state supplement subtract the claimant's SSI plus countable income - from the standard of need, as Social Services Law 209(4) reads, or the greater of the FBR or countable income, - as 18 NYCRR 398-4.4(b) reads? + from the standard of need, as Social Services Law 209(4) reads, or the greater of the FBR or countable income + once, as 18 NYCRR 398-2.1(ac) and 398-4.4(b) are read together? sources: - kind: statute citation: N.Y. Soc. Serv. Law §209(4) url: https://www.nysenate.gov/legislation/laws/SOS/209 - kind: regulation - citation: 18 NYCRR 398-2.1(ac), 398-2.1(o) and 398-4.4(b) + citation: 18 NYCRR 398-2.1(ac), (g) and (o) + url: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-398-2.1 + - kind: regulation + citation: 18 NYCRR 398-4.4(b) url: https://www.law.cornell.edu/regulations/new-york/18-NYCRR-398-4.4 - kind: manual citation: SSA POMS SI 01320.430 D @@ -4339,12 +4346,14 @@ candidates: readings: statute: The standard of need is reduced by "the sum of such individual's or couple's supplemental security income benefit plus countable income". - other: 18 NYCRR 398-4.4(b) subtracts the greater of the FBR or countable income, with deemed income counted - (398-2.1(g)) against the claimant's own individual FBR. SSA's method for federally administered supplements + other: 398-2.1(ac) sets the State benefit rate at the standard of need minus "the FBR or a recipient's monthly + Countable Income, whichever is greater", and 398-4.4(b) subtracts the greater of the two from that rate again. + Read to subtract once, with deemed income counted (398-2.1(g)) against the claimant's own individual FBR, + the regulation pays the standard less the greater amount. SSA's method for federally administered supplements (POMS SI 01320.430 D) is a third reading and uses the couple rate. example: 'Integration Case 11: a claimant living with an ineligible spouse has countable income of 650.83, including - deemed income, and SSI of 840.17 against a 1,017 standard. The regulation pays 1,017 - max(994, 650.83) = 23; - the statute subtracts 840.17 + 650.83 = 1,491 and pays 0.' + deemed income, and SSI of 840.17 against a 1,017 standard. Subtracting once pays 1,017 - max(994, 650.83) = + 23; the statute subtracts 840.17 + 650.83 = 1,491 and pays 0.' pe_us: follows: conflicting-source code: @@ -4352,9 +4361,11 @@ candidates: prs: - https://github.com/PolicyEngine/policyengine-us/pull/10158 state: unreviewed - note: The model follows the regulation (NOTE in ny_ssp.py); integration.yaml Cases 6 and 11 pin it. New York has - administered its own supplement since October 1, 2014. Whether a state regulation that departs from the statute's - text binds as a Treasury regulation would is not yet ruled. + note: The model follows the regulation read to subtract once (NOTE in ny_ssp.py); integration.yaml Cases 6 and + 11 pin it. Read literally, 398-2.1(ac) and 398-4.4(b) subtract the greater amount twice, which would pay a claimant + living alone with no income nothing instead of $87. New York has administered its own supplement since October + 1, 2014. Whether a state regulation that departs from the statute's text binds as a Treasury regulation would + is not yet ruled. - id: us-oh:heap-awards-above-150-percent-poverty program: liheap years: @@ -4568,6 +4579,7 @@ candidates: follows: unknown code: - policyengine_us/variables/gov/states/oh/dbh/rss/oh_rss_countable_income.py + - policyengine_us/variables/gov/states/oh/dbh/rss/oh_rss.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/10164 state: unreviewed @@ -4743,14 +4755,15 @@ candidates: point to Appendix C-1 for it. other: '20 CFR 416.1163(b)(1) sets the allocation at the couple FBR less the individual FBR: $1,491 - $994 = $497 in 2026.' - example: integration.yaml Case 15 sums a $498 allocation into the ineligible-spouse path (198 + 498 = 696); the - federal amount would give 695. + example: 'integration.yaml Case 15 sums two $498 allocations on the ineligible-spouse path, one reduced by a teen''s + $300 of earnings: (498 - 300) + 498 = 696. The federal amount would give (497 - 300) + 497 = 694.' pe_us: follows: unknown code: - policyengine_us/variables/gov/states/ok/dhs/ssp/ok_ssp_spouse_child_allocation.py - policyengine_us/variables/gov/states/ok/dhs/ssp/_ok_ssp_income.py - policyengine_us/parameters/gov/states/ok/dhs/ssp/child_allocation.yaml + - policyengine_us/variables/gov/ssa/ssi/eligibility/income/deemed/ssi_ineligible_child_allocation.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/10165 state: unreviewed @@ -4846,6 +4859,7 @@ candidates: follows: unknown code: - policyengine_us/variables/gov/states/ok/dhs/ssp/_ok_ssp_income.py + - policyengine_us/variables/gov/ssa/ssi/eligibility/income/ism/ssi_pmv_amount.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/10165 state: unreviewed @@ -5081,38 +5095,6 @@ candidates: note: The model follows POMS and the Handbook; YAML comments by the care rows record the §299.37 levels. SSA administers the care-home supplements. pa_ssp.yaml Cases 3 and 4 and integration.yaml Case 4 pin it. The Handbook is served over http only; the parameter references link it. -- id: us-pa:ssp-mixed-arrangement-couple-move-month - program: ssi-state-supplement - years: - from: 2026 - type: calendar - question: In the month one spouse of a Pennsylvania couple moves into a personal care home, does each spouse get - the average of the two couple rates or half of their own couple rate? - sources: - - kind: manual - citation: SSA POMS SI 02005.030 G.1 - url: https://secure.ssa.gov/poms.nsf/lnx/0502005030#g1 - - kind: manual - citation: SSA POMS SI PHI01415.010 Appendix I, Chart 35 note 2 - url: https://secure.ssa.gov/poms.nsf/lnx/0501415010PHI - readings: - statute: No statute supplied; POMS SI 02005.030 G.1 averages the individual supplements of a multi-living-arrangement - couple living together unless the State provides couple levels. - other: Chart 35 note 2 pays the spouse who moves into the personal care home half the couple rate for that home, - and the spouse who stays half the couple household rate, for the month of the move. - example: 'Integration Case 6: the average gives 347.675 and 347.68; note 2 gives 33.30 / 2 = 16.65 and 1,357.40 - / 2 = 678.70.' - pe_us: - follows: unknown - code: - - policyengine_us/variables/gov/states/pa/dhs/ssp/pa_ssp_living_arrangement.py - - policyengine_us/variables/gov/ssa/ssi/_ssi_state_supplement.py - prs: - - https://github.com/PolicyEngine/policyengine-us/pull/10167 - state: unreviewed - note: The shared state supplement helper averages; pa_ssp_living_arrangement documents the per-spouse split as - a limitation. integration.yaml Case 6 pins it. The couple total is the same unless income reduces one spouse's - half to zero. - id: us-pa:ssp-supplement-for-personal-needs program: ssi-state-supplement years: @@ -5482,6 +5464,7 @@ candidates: code: - policyengine_us/parameters/gov/states/ri/dhs/ssp/amount/couple.yaml - policyengine_us/variables/gov/states/ri/dhs/ssp/ri_ssp.py + - policyengine_us/variables/gov/ssa/ssi/_ssi_state_supplement.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/10168 state: unreviewed @@ -5672,39 +5655,6 @@ candidates: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed note: 'PE-US follows the plan and rules, not the 2018 manual: only wood and coal are paid in full, so kerosene is capped at unpaid charges like fuel oil (sd_liheap.py). Confirm the recipient and whether unpaid charges cap the award.' -- id: us-sd:ssp-care-personal-needs-allowance - program: ssi-state-supplement - years: - from: 2026 - type: calendar - question: Does South Dakota's assisted living and adult foster care payment exclude $60 of SSI for personal needs, - as SSA's program description says, when ARSD 67:46:06:05 limits the personal needs deduction to nursing and - intermediate care facilities? - sources: - - kind: regulation - citation: ARSD 67:46:06:05 - url: https://sdlegislature.gov/Rules/Administrative/67:46:06:05 - - kind: guidance - citation: 'SSA, State Assistance Programs for SSI Recipients, January 2011: South Dakota' - url: https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/sd.html - readings: - statute: No statute supplied; the current 67:46:06:05 allows a $100 monthly personal needs deduction only to - an applicant or recipient residing in a nursing or intermediate care facility. - other: SSA's 2011 description, which sd_ssp cites, says the State excludes $60 of the federal SSI payment to - recipients in assisted living facilities or foster care homes. - example: 'sd_ssp.yaml Case 9: SSI of 994 and a 2,200 care bill give 1,206 under the current rule and 1,266 with - a $60 exclusion.' - pe_us: - follows: unknown - code: - - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp_care_income_deductions.py - - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp.py - prs: - - https://github.com/PolicyEngine/policyengine-us/pull/10169 - state: unreviewed - note: The model follows the current rule (sd_ssp_care_income_deductions documentation). SSA's text matched 67:46:06:05 - as in effect from 2004, which gave every long-term care applicant $60; 41 SDR 93 (effective December 3, 2014) - limited it to nursing and intermediate care facilities. This may be a stale source rather than a live conflict. - id: us-sd:ssp-couple-other-income program: ssi-state-supplement years: @@ -5795,6 +5745,7 @@ candidates: follows: unknown code: - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp_care_joint_entry.py + - policyengine_us/variables/gov/states/sd/dss/ssp/sd_ssp_care.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/10169 state: unreviewed @@ -5936,7 +5887,7 @@ candidates: student under age 22. example: A disabled 20-year-old student with $1,200 a month of Social Security disability and $500 of wages has no SSI. Excluding the wages gives countable income of 1,180 and an AG of 1,037; Chapter H's list gives 1,397.50 - and 819.50. + and a deficiency of 819.50, paid as 820. pe_us: follows: unknown code: