Add Orange County General Relief

changelog.d/8556.added.md

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+Added the Orange County, California General Relief benefit, paying the maximum aid payment by economic unit size and shared-housing situation net of countable income.

policyengine_us/parameters/gov/local/ca/oc/general_relief/eligibility/adult_age_threshold.yaml

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+description: Orange County General Relief limits aid to adults without minor children.
+values:
+  2022-02-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Orange County General Relief adult age threshold
+  reference:
+    - title: Orange County General Relief regulations, section 10.6.v
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2026-01/GR%20Reg%20SECTION%2010%20-%20Approved%20-%20January%202026.pdf#page=08

policyengine_us/parameters/gov/local/ca/oc/general_relief/eligibility/qualified_immigration_status.yaml

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+description: Orange County General Relief treats these PolicyEngine immigration statuses as qualified lawful statuses.
+values:
+  2026-01-01:
+    - CITIZEN
+    - LEGAL_PERMANENT_RESIDENT
+    - DEPORTATION_WITHHELD
+
+metadata:
+  unit: list
+  period: year
+  label: Orange County General Relief qualified immigration statuses
+  reference:
+    - title: Orange County General Relief regulations, section 40.1
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2026-01/GR%20Reg%20SECTION%2040%20-%20Approved%20-%20January%202026.pdf#page=01

policyengine_us/parameters/gov/local/ca/oc/general_relief/income/earned_income_deduction_rate.yaml

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+description: Orange County General Relief deducts this share of gross earned income.
+values:
+  2022-02-01: 0.2
+
+metadata:
+  unit: /1
+  period: year
+  label: Orange County General Relief earned income deduction rate
+  reference:
+    - title: Orange County General Relief regulations, section 70.2.o
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2025-03/Income.pdf#page=04

policyengine_us/parameters/gov/local/ca/oc/general_relief/income/sources/earned.yaml

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+description: Orange County General Relief counts these available earned income sources.
+values:
+  2024-11-01:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+
+metadata:
+  unit: list
+  period: year
+  label: Orange County General Relief earned income sources
+  reference:
+    - title: Orange County General Relief regulations, section 70.2
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2025-03/Income.pdf#page=02

policyengine_us/parameters/gov/local/ca/oc/general_relief/income/sources/unearned.yaml

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+description: Orange County General Relief counts these available unearned income sources.
+values:
+  2024-11-01:
+    - rental_income
+    - interest_income
+    - dividend_income
+    - social_security
+    - unemployment_compensation
+    - ca_state_disability_insurance
+    - veterans_benefits
+    - pension_income
+    - retirement_distributions
+    - financial_assistance
+    - educational_assistance
+    - life_insurance_benefits
+    - disability_benefits
+
+metadata:
+  unit: list
+  period: year
+  label: Orange County General Relief unearned income sources
+  reference:
+    - title: Orange County General Relief regulations, section 70.2
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2025-03/Income.pdf#page=01
+    - title: Orange County General Relief regulations, section 70.2.c
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2025-03/Income.pdf#page=02
+    - title: Orange County General Relief regulations, sections 70.2.f through 70.2.l
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2025-03/Income.pdf#page=03

policyengine_us/parameters/gov/local/ca/oc/general_relief/payment/max_aid_payment.yaml

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+description: Orange County provides this maximum aid payment based on economic unit size under the General Relief program.
+metadata:
+  unit: currency-USD
+  breakdown:
+    - range(1, 11)
+  breakdown_labels:
+    - Economic unit size
+  period: month
+  label: Orange County General Relief maximum aid payment
+  reference:
+    - title: County of Orange General Relief Program Monthly Maximum Aid Payment (MAP) Table, effective April 1, 2015
+      href: https://www.ochealthinfo.com/sites/hca/files/2021-07/DUI%20Program%20Standards%20%28FINAL%29%207.2021.pdf#page=32
+    - title: 2017 Orange County Continuum of Care Application, Social Service Agency Benefits (single homeless individual maximum, effective October 1, 2016)
+      href: https://ochealthinfo.com/sites/hca/files/import/data/files/73607.pdf#page=21
+1:
+  2015-04-01: 350
+  2016-10-01: 355
+2:
+  2015-04-01: 569
+3:
+  2015-04-01: 704
+4:
+  2015-04-01: 840
+5:
+  2015-04-01: 954
+6:
+  2015-04-01: 1_072
+7:
+  2015-04-01: 1_178
+8:
+  2015-04-01: 1_283
+9:
+  2015-04-01: 1_387
+10:
+  2015-04-01: 1_490

policyengine_us/parameters/gov/local/ca/oc/general_relief/payment/shared_housing_reduction.yaml

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+description: Orange County reduces the maximum aid payment by this share when the economic unit shares housing with this number of other people under the General Relief program.
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: /1
+  period: year
+  label: Orange County General Relief shared housing reduction
+  reference:
+    - title: Orange County General Relief regulations, section 80.3.a(3)
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2025-03/Benefits_Services.pdf#page=04
+brackets:
+  - threshold:
+      2015-04-01: 0
+    amount:
+      2015-04-01: 0
+  - threshold:
+      2015-04-01: 1
+    amount:
+      2015-04-01: 0.15
+  - threshold:
+      2015-04-01: 2
+    amount:
+      2015-04-01: 0.2
+  - threshold:
+      2015-04-01: 3
+    amount:
+      2015-04-01: 0.25

policyengine_us/parameters/gov/local/ca/oc/general_relief/resources/home_equity_limit.yaml

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+description: Orange County General Relief limits the net value of a primary residence to this amount.
+values:
+  2022-02-01: 5_000
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Orange County General Relief home equity limit
+  reference:
+    - title: Orange County General Relief regulations, section 50.2
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2023-04/GR%20Reg%20SECTION%2050%20-%20Approved%20-%20March%202023_0.pdf#page=01

policyengine_us/parameters/gov/local/ca/oc/general_relief/resources/liquid_resource_disregard.yaml

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+description: Orange County General Relief disregards liquid resources up to this amount when reducing the initial-month grant.
+values:
+  2012-11-01: 50
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Orange County General Relief liquid resource disregard
+  reference:
+    - title: Orange County General Relief regulations, section 60.2.a
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2023-04/GR%20Reg%20SECTION%2060%20-%20Approved%20-%20March%202023_0.pdf#page=01

policyengine_us/parameters/gov/local/ca/oc/general_relief/resources/property_limit.yaml

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+description: Orange County General Relief limits combined countable secondary real and personal property to this amount.
+values:
+  2022-02-01: 1_000
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Orange County General Relief countable property limit
+  reference:
+    - title: Orange County General Relief regulations, section 50.2
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2023-04/GR%20Reg%20SECTION%2050%20-%20Approved%20-%20March%202023_0.pdf#page=01

policyengine_us/parameters/gov/local/ca/oc/general_relief/resources/vehicle_exclusion.yaml

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+description: Orange County General Relief excludes one vehicle per economic unit when its net value does not exceed this amount.
+values:
+  2012-11-01: 4_650
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Orange County General Relief vehicle exclusion threshold
+  reference:
+    - title: Orange County General Relief regulations, section 60.4.c
+      href: https://www.ssa.ocgov.com/sites/ssa/files/2023-04/GR%20Reg%20SECTION%2060%20-%20Approved%20-%20March%202023_0.pdf#page=02

policyengine_us/programs.yaml

@@ -1285,6 +1285,17 @@ programs:
     variable: la_general_relief
     parameter_prefix: gov.local.ca.la.general_relief
 
+  - id: ca_oc_general_relief
+    name: Orange County General Relief
+    full_name: Orange County General Relief
+    category: Benefits
+    agency: Local
+    status: complete
+    coverage: Orange County
+    variable: ca_oc_general_relief
+    parameter_prefix: gov.local.ca.oc.general_relief
+    notes: Monthly maximum aid payment by economic unit size and shared-housing situation (April 2015 / October 2016 schedule) net of countable income; component-value deductions for in-kind aid and administrative-history rules are not modeled
+
   - id: ca_riv_general_relief
     name: Riverside County General Relief
     full_name: Riverside County General Relief

policyengine_us/tests/policy/baseline/gov/local/ca/oc/general_relief/ca_oc_general_relief.yaml

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+- name: Single eligible adult with no income receives the full maximum aid payment.
+  period: 2017-01
+  input:
+    people:
+      person1:
+        age: 30
+        immigration_status: CITIZEN
+        ssi: 0
+    households:
+      household:
+        members: [person1]
+        in_oc: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        ca_tanf: 0
+  output:
+    # MAP 355, no countable income: grant = 355.
+    ca_oc_general_relief: 355
+
+- name: Earnings below the maximum aid payment reduce the grant.
+  period: 2017-01
+  input:
+    people:
+      person1:
+        age: 30
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income: 300 * 12
+    households:
+      household:
+        members: [person1]
+        in_oc: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        ca_tanf: 0
+  output:
+    # Gross earned 300/month; countable earned = 300 x (1 - 0.2) = 240.
+    # Grant = max(355 - 240, 0) = 115.
+    ca_oc_general_relief: 115
+
+- name: Earnings above the maximum aid payment yield a zero grant.
+  period: 2017-01
+  input:
+    people:
+      person1:
+        age: 30
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income: 600 * 12
+    households:
+      household:
+        members: [person1]
+        in_oc: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        ca_tanf: 0
+  output:
+    # Gross earned 600/month; countable earned = 480 > MAP 355.
+    # Grant = max(355 - 480, 0) = 0.
+    ca_oc_general_relief: 0
+
+- name: Two-person economic unit with no income receives the size-2 maximum aid payment.
+  period: 2017-01
+  input:
+    people:
+      person1:
+        age: 30
+        immigration_status: CITIZEN
+        ssi: 0
+      person2:
+        age: 35
+        immigration_status: CITIZEN
+        ssi: 0
+    households:
+      household:
+        members: [person1, person2]
+        in_oc: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        ca_tanf: 0
+  output:
+    # MAP size 2 = 569, no countable income.
+    ca_oc_general_relief: 569

policyengine_us/tests/policy/baseline/gov/local/ca/oc/general_relief/eligibility/ca_oc_general_relief_demographic_eligible.yaml

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+- name: A unit of only adults meets the demographic requirement.
+  period: 2026-01
+  input:
+    people:
+      adult1:
+        age: 30
+      adult2:
+        age: 45
+    households:
+      household:
+        members: [adult1, adult2]
+        in_oc: true
+    spm_units:
+      spm_unit:
+        members: [adult1, adult2]
+  output:
+    ca_oc_general_relief_demographic_eligible: true
+
+- name: A unit containing a minor child does not meet the demographic requirement.
+  period: 2026-01
+  input:
+    people:
+      adult:
+        age: 30
+      child:
+        age: 10
+    households:
+      household:
+        members: [adult, child]
+        in_oc: true
+    spm_units:
+      spm_unit:
+        members: [adult, child]
+  output:
+    ca_oc_general_relief_demographic_eligible: false

policyengine_us/tests/policy/baseline/gov/local/ca/oc/general_relief/eligibility/ca_oc_general_relief_eligible_person.yaml

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+- name: An adult citizen not on other assistance is an eligible person.
+  period: 2026-01
+  input:
+    age: 30
+    immigration_status: CITIZEN
+    county_str: ORANGE_COUNTY_CA
+    state_code: CA
+  output:
+    ca_oc_general_relief_eligible_person: true
+
+- name: A person below the adult age threshold is not an eligible person.
+  period: 2026-01
+  input:
+    age: 17
+    immigration_status: CITIZEN
+    county_str: ORANGE_COUNTY_CA
+    state_code: CA
+  output:
+    ca_oc_general_relief_eligible_person: false
+
+- name: A person at the adult age threshold is an eligible person.
+  period: 2026-01
+  input:
+    age: 18
+    immigration_status: CITIZEN
+    county_str: ORANGE_COUNTY_CA
+    state_code: CA
+  output:
+    ca_oc_general_relief_eligible_person: true
+
+- name: An undocumented adult is not an eligible person.
+  period: 2026-01
+  input:
+    age: 30
+    immigration_status: UNDOCUMENTED
+    county_str: ORANGE_COUNTY_CA
+    state_code: CA
+  output:
+    ca_oc_general_relief_eligible_person: false
+
+- name: A disabled adult who receives SSI is not an eligible person.
+  period: 2026-01
+  input:
+    age: 30
+    immigration_status: CITIZEN
+    is_disabled: true
+    meets_ssi_disability_criteria: true
+    county_str: ORANGE_COUNTY_CA
+    state_code: CA
+  output:
+    ca_oc_general_relief_eligible_person: false