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Backdate and verify 2017-2019 state SSI supplement values (MI, MO, NM)#8921

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Jul 6, 2026
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Backdate and verify 2017-2019 state SSI supplement values (MI, MO, NM)#8921
MaxGhenis merged 1 commit into
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codex/ssi-ssp-backdate-2017-2019

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Summary

Accuracy-lane backdating of state SSI supplement / SSP parameters for 2017-2019, so these years serve as reliable oracle baselines for the Axiom migration. This PR addresses benccann's 10-issue series (#8829, #8827, #8812, #8767, #8766, #8765, #8764, #8695, #8689, #8568).

The three states with an existing SSI/SSP program in the model (MI, MO, NM) already carry effective-date entries that reach back before 2017, so their 2017-2019 values were already present and correct. This PR verifies each against the SSA annual State Assistance Programs for SSI Recipients reports and pins the living-independently individual rate for each backdated year with new tests. No parameter values needed to change.

The remaining seven issues concern states with no SSI/SSP program in the model at all. Adding their values would require building new variables/programs, which is out of scope for a parameters-only accuracy pass. These are documented and skipped below for a follow-up program-implementation task.

Per-state status

State Issue Status Detail
Michigan #8829 Verified + tests Individual living-independently supplement $14/mo, flat since 2011; already returned by the 2016-01-01 entry. Verified against SSA Jan 2011 Table 1; POMS SI 01415.049/050/051 (2017/18/19) cited.
Missouri #8827 Verified + tests SNC RCF Level I $156 + $50 PNA; SAB top-up $0 in 2017-2019 (the $510 SAB maximum was below the federal SSI benefit rate of $735-$771). Already returned by 2011-01-01/2000-07-01 entries. Verified against SSA Jan 2011 Table 1.
New Mexico #8766 Verified + tests Adult-residential-care supplement flat $100/mo ($1,200/yr); already returned by the 2004-07-01 entry. Verified against SSA Jan 2011 Table 1 and NMAC 8.106.500.
New York #8765 Skipped No state SSI/SSP program exists in the model (only ny/tax/income/supplemental tax recapture and ny/otda/tanf). Encoding OTDA SSI payment standards requires a new program.
New Jersey #8764 Skipped No SSI/SSP program in the model.
Nevada #8767 Skipped No SSI/SSP program in the model.
Montana #8812 Skipped No SSI/SSP program in the model (only mt/dhs/tanf).
North Carolina #8695 Skipped No SSP program; the standard-minus-federal-SSI calculation would need a new variable.
Oklahoma #8689 Skipped No SSP program; the capped-at-$41 calculation would need a new variable.
Pennsylvania #8568 Skipped No SSI/SSP program in the model.

Verification sources

The SSA ssa.gov/policy/docs program-description pages block datacenter IPs; the raw January 2011 tables were retrieved via the Internet Archive and matched cell-for-cell against the encoded parameters:

  • MI: SSA, State Assistance Programs for SSI Recipients, January 2011 - Michigan, Table 1 (Living independently individual $14.00; household of another $9.33; domiciliary $87.00; personal care $157.50; home for the aged $179.30; Medicaid facility $7.00).
  • MO: SSA, ...January 2011 - Missouri, Table 1 (SAB max combined $510; RCF Level I $156; Level II $292; SNF/ICF $390; +$52 PNA).
  • NM: SSA, ...January 2011 - New Mexico, Table 1 (licensed adult residential care home individual $100.00).
  • Per-year confirmation: SSA POMS SI 01415.049 (2017), 01415.050 (2018), 01415.051 (2019), as cited in the issues.

Tests

  • mi/mdhhs/ssp/mi_ssp_individual_amount_historical.yaml — 2017/2018/2019, INDEPENDENT_LIVING = $14.
  • mo/dss/ssp/mo_ssp_historical.yaml — 2017/2018/2019 SNC RCF Level I = $206 ($156 + $50 PNA); 2017 SAB top-up = $0.
  • nm/hca/ssi_supplement/nm_ssi_state_supplement_historical.yaml — 2017/2018/2019 = $1,200/yr.

Full state trees pass locally: MI 68, MO 95, NM 118.

Fixes #8829
Fixes #8827
Fixes #8766

🤖 Generated with Claude Code

Verifies the backdated 2017-2019 state SSI/SSP values already encoded for
Michigan, Missouri, and New Mexico against the SSA annual "State Assistance
Programs for SSI Recipients" reports, and pins them with per-year tests for
use as Axiom migration oracle baselines.

- MI: individual living-independently supplement $14/month (flat since 2011,
  verified against SSA Jan 2011 Table 1 and confirmed unchanged 2017-2019).
- MO: Supplemental Nursing Care RCF Level I grant $156 + $50 PNA; Supplemental
  Aid to the Blind top-up $0 in 2017-2019 because the $510 SAB maximum was
  below the federal SSI benefit rate ($735-$771).
- NM: flat $100/month ($1,200/year) adult-residential-care supplement.

No parameter changes were required: the existing effective-date entries
(MI 2016-01-01, MO 2011-01-01/2000-07-01, NM 2004-07-01) already return the
correct 2017-2019 values.

Fixes #8829
Fixes #8827
Fixes #8766

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@MaxGhenis MaxGhenis merged commit ada9d7b into main Jul 6, 2026
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@MaxGhenis MaxGhenis deleted the codex/ssi-ssp-backdate-2017-2019 branch July 6, 2026 13:02
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Michigan SSI 2017, 2018, 2019 Missouri SSI 2017, 2018, 2019 New Mexico SSI 2017, 2018, 2019

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