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Add Orange County General Relief partial screen#8557

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hua7450:ca-oc-general-relief
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Add Orange County General Relief partial screen#8557
hua7450 wants to merge 2 commits into
PolicyEngine:mainfrom
hua7450:ca-oc-general-relief

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@hua7450 hua7450 commented Jun 1, 2026

Summary

Adds a partial Orange County, California General Relief (GR) screen — eligibility, income, and resource rules from the official Orange County SSA regulations. The program is registered as partial because Orange County does not publish the Maximum Aid Payment (MAP) schedule or component values needed to compute the monthly grant.

Closes #8556

Regulatory Authority

What's modeled

Area Modeled Basis
Geography Current Orange County residence county_str == ORANGE_COUNTY_CA
Demographic Adults without minor children Sec 20, Sec 80.2.d, Sec 20.4.b
Immigration Citizen, permanent resident, deportation-withheld Sec 40.1
Other cash aid SSI/SSP, CalWORKs, and CAPI recipients excluded Sec 20.4.b ("another type of public assistance")
Resources Primary-home equity ($5,000), combined property ($1,000), one-vehicle exclusion ($4,650), excess liquid resources ($50 disregard) Sec 50, Sec 60
Income Earned/unearned source lists, 20% earned-income deduction, health-premium and court-ordered-support deductions Sec 70.2

Key design decisions

  • Adults without minor children. The screen denies a unit containing a minor child — not because a child mechanically bars the adult, but because a family with a child is routed to CalWORKs: the unit must apply for any aid it appears eligible for or be ineligible (Sec 20, "Failure … to apply for any aid … results in ineligibility"), a CalWORKs-receiving parent is an excluded member (Sec 20.4.b), and a parent who has exhausted the CalWORKs time limit is excluded from the GR MAP until all children turn 18 (Sec 80.2.d). There is no realistic family where a child receives CalWORKs and that child's parent receives GR.
  • CAPI exclusion. CAPI (California's SSI-equivalent cash aid for immigrants) recipients are excluded under Sec 20.4.b's non-exhaustive "another type of public assistance." This is the case that nothing else catches: a recently-arrived aged/disabled permanent resident who receives CAPI rather than SSI (so an ssi > 0 check misses them) but is otherwise GR-eligible.

Who is eligible

The modeled eligible population is narrow: able-bodied, non-aged, childless adults who are citizens / permanent residents / deportation-withheld, with assets below the limits (and low income, which is not modeled). Aged or disabled applicants are swept into SSI or CAPI; applicants with children are routed to CalWORKs.

Not modeled (deferred)

  • Ordinary monthly MAP payment and component values (housing/utility, food, transportation, clothing) — not published by Orange County.
  • GR income limit; 15-day prior residence; full GR economic-unit construction; sponsor deeming; work compliance / sanctions; payment history.
  • Refugee Cash Assistance (no California RCA variable in PolicyEngine); the T/U-visa / VAWA crime-victim immigration pathway (no enum value); detailed asset exclusions ($500 personal effects, $1,000 burial reserve) and mandatory tax on unearned income.

Tests

Tests describe families with real inputs (age, disability, immigration, work history, income, assets) and let the model determine SSI / CalWORKs / CAPI receipt and its effect on GR eligibility — including an eligibility-map integration set that demonstrates the narrow eligible population.

  • policyengine-core test policyengine_us/tests/policy/baseline/gov/local/ca/oc/general_relief -c policyengine_us — 43 passed
  • make format

Files

  • policyengine_us/parameters/gov/local/ca/oc/general_relief/
  • policyengine_us/variables/gov/local/ca/oc/
  • policyengine_us/tests/policy/baseline/gov/local/ca/oc/general_relief/
  • sources/working_references.md

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codecov Bot commented Jun 1, 2026

Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 100.00%. Comparing base (fa285ae) to head (37370ba).
⚠️ Report is 26 commits behind head on main.

Additional details and impacted files
@@            Coverage Diff             @@
##              main     #8557    +/-   ##
==========================================
  Coverage   100.00%   100.00%            
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  Files            5        19    +14     
  Lines           62       217   +155     
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+ Hits            62       217   +155     
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@hua7450 hua7450 force-pushed the ca-oc-general-relief branch from 4e73f02 to 97736b7 Compare June 1, 2026 16:01
- Restore the no-minor-child eligibility restriction with its regulatory basis
  (Sec 20 must-apply-for-available-aid -> ineligibility, Sec 80.2.d CalWORKs
  time-limit MAP exclusion, Sec 20.4.b excluded members); families with minor
  children are routed to CalWORKs, so the parent cannot also receive GR.
- Exclude CAPI recipients from General Relief (Sec 20.4.b 'another type of
  public assistance'); catches recently-arrived aged/disabled permanent
  residents who receive CAPI instead of SSI.
- Trim qualified immigration statuses to those enumerated in Sec 40.1 (citizen,
  permanent resident, deportation-withheld).
- Fix three resource-parameter subsection citations (60.4.b->60.4.c, 50.2.a and
  50.2.b -> 50.2).
- Document RCA and unearned-income tax deductions as not tracked; replace
  deprecated documentation fields with inline comments.
- Drive program receipt (SSI/CalWORKs/CAPI) from real family inputs in tests
  instead of program values; add eligibility-map integration cases.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Add Orange County, CA General Relief program

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