From 2c3cc064bb861fbaa9029da97e584e27a1d34296 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 6 Jul 2026 07:29:56 -0400 Subject: [PATCH] Add 2017-2019 oracle-baseline tests for MI, MO, NM state SSI supplements 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 --- .../ssi-ssp-backdate-2017-2019.added.md | 1 + .../mi_ssp_individual_amount_historical.yaml | 60 ++++++++++ .../states/mo/dss/ssp/mo_ssp_historical.yaml | 106 ++++++++++++++++++ .../nm_ssi_state_supplement_historical.yaml | 70 ++++++++++++ 4 files changed, 237 insertions(+) create mode 100644 changelog.d/ssi-ssp-backdate-2017-2019.added.md create mode 100644 policyengine_us/tests/policy/baseline/gov/states/mi/mdhhs/ssp/mi_ssp_individual_amount_historical.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/mo/dss/ssp/mo_ssp_historical.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/nm/hca/ssi_supplement/nm_ssi_state_supplement_historical.yaml diff --git a/changelog.d/ssi-ssp-backdate-2017-2019.added.md b/changelog.d/ssi-ssp-backdate-2017-2019.added.md new file mode 100644 index 00000000000..0df05a01415 --- /dev/null +++ b/changelog.d/ssi-ssp-backdate-2017-2019.added.md @@ -0,0 +1 @@ +Added tests confirming Michigan, Missouri, and New Mexico state SSI supplement values for 2017-2019. diff --git a/policyengine_us/tests/policy/baseline/gov/states/mi/mdhhs/ssp/mi_ssp_individual_amount_historical.yaml b/policyengine_us/tests/policy/baseline/gov/states/mi/mdhhs/ssp/mi_ssp_individual_amount_historical.yaml new file mode 100644 index 00000000000..6d646d8642e --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/mi/mdhhs/ssp/mi_ssp_individual_amount_historical.yaml @@ -0,0 +1,60 @@ +# Historical (2017-2019) Michigan SSP individual living-independently rate. +# The optional state supplement for a recipient living independently has been +# $14.00/month continuously since at least January 2011 through 2026 (verified +# against the SSA annual "State Assistance Programs for SSI Recipients" reports +# and MDHHS RFT 248 archives). These cases pin the backdated oracle baseline. +# Sources: +# SSA, State Assistance Programs for SSI Recipients, January 2017 - Michigan +# (POMS SI 01415.049) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049 +# SSA, State Assistance Programs for SSI Recipients, January 2018 - Michigan +# (POMS SI 01415.050) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415050 +# SSA, State Assistance Programs for SSI Recipients, January 2019 - Michigan +# (POMS SI 01415.051) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415051 +# SSA, State Assistance Programs for SSI Recipients, January 2011 - Michigan, +# Table 1 (Living independently: individual $14.00) +# https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/mi.html + +- name: 2017 Michigan SSP individual living-independently rate is $14. + absolute_error_margin: 0.01 + period: 2017-01 + input: + people: + person1: + is_ssi_eligible: true + mi_ssp_living_arrangement: INDEPENDENT_LIVING + households: + household: + members: [person1] + state_code: MI + output: + mi_ssp_individual_amount: 14 + +- name: 2018 Michigan SSP individual living-independently rate is $14. + absolute_error_margin: 0.01 + period: 2018-01 + input: + people: + person1: + is_ssi_eligible: true + mi_ssp_living_arrangement: INDEPENDENT_LIVING + households: + household: + members: [person1] + state_code: MI + output: + mi_ssp_individual_amount: 14 + +- name: 2019 Michigan SSP individual living-independently rate is $14. + absolute_error_margin: 0.01 + period: 2019-01 + input: + people: + person1: + is_ssi_eligible: true + mi_ssp_living_arrangement: INDEPENDENT_LIVING + households: + household: + members: [person1] + state_code: MI + output: + mi_ssp_individual_amount: 14 diff --git a/policyengine_us/tests/policy/baseline/gov/states/mo/dss/ssp/mo_ssp_historical.yaml b/policyengine_us/tests/policy/baseline/gov/states/mo/dss/ssp/mo_ssp_historical.yaml new file mode 100644 index 00000000000..5b7ee15b731 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/mo/dss/ssp/mo_ssp_historical.yaml @@ -0,0 +1,106 @@ +# Historical (2017-2019) Missouri State Supplementary Payment values. +# Missouri's SSP standards were set effective 07/01/2000 (Supplemental Nursing +# Care) and carried the same amounts through 2017-2019 as shown in the SSA +# January 2011 report (verified) and confirmed unchanged by MO DSS MHABD +# Appendix J. These cases pin the backdated oracle baseline. +# +# Supplemental Nursing Care (SNC) monthly maximum grants (SSA 2011 Table 1, +# state-supplementation column): Residential Care Facility Level I = $156, +# Level II/ALF = $292, non-Medicaid SNF/ICF = $390, plus a $50 personal-needs +# allowance for all SNC participants (model value effective 2015-01-01). +# +# Supplemental Aid to the Blind (SAB) maximum combined federal+state payment +# was $510/individual in 2011-2019. Because the federal SSI benefit rate +# ($735 in 2017, $750 in 2018, $771 in 2019) already exceeded the $510 SAB +# maximum, the SAB top-up (max($510 - federal SSI, 0)) was $0 in these years. +# +# Sources: +# SSA, State Assistance Programs for SSI Recipients, January 2011 - Missouri, +# Table 1 (SNC Level I $156, Level II $292, SNF/ICF $390; SAB max $510) +# https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/mo.html +# SSA, State Assistance Programs for SSI Recipients, January 2017 - Missouri +# (POMS SI 01415.049) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049 +# SSA, State Assistance Programs for SSI Recipients, January 2018 - Missouri +# (POMS SI 01415.050) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415050 +# SSA, State Assistance Programs for SSI Recipients, January 2019 - Missouri +# (POMS SI 01415.051) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415051 +# MO DSS MHABD Appendix J (effective 07/01/2000) +# https://dssmanuals.mo.gov/wp-content/uploads/2022/07/mhabd-appendix-j.pdf#page=4 + +- name: 2017 Missouri SNC RCF Level I grant is $156 max plus $50 PNA. + period: 2017-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 65 + is_disabled: true + # $12,000/yr = $1,000/mo unearned income, enough to zero out federal SSI + # (2017-2019 FBR $735-$771) so the SNC grant is independent of SSI. + social_security: 12_000 + mo_snc_facility_base_charge: 1_200 # Monthly facility charge. + mo_ssp_living_arrangement: RCF_LEVEL_I + households: + household: + members: [person1] + state_code: MO + output: + # min(max(1200 - 1000, 0), 156) + 50 PNA = 156 + 50 = 206. + ssi: 0 + mo_ssp: 206 + +- name: 2018 Missouri SNC RCF Level I grant is $156 max plus $50 PNA. + period: 2018-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 65 + is_disabled: true + social_security: 12_000 + mo_snc_facility_base_charge: 1_200 + mo_ssp_living_arrangement: RCF_LEVEL_I + households: + household: + members: [person1] + state_code: MO + output: + ssi: 0 + mo_ssp: 206 + +- name: 2019 Missouri SNC RCF Level I grant is $156 max plus $50 PNA. + period: 2019-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 65 + is_disabled: true + social_security: 12_000 + mo_snc_facility_base_charge: 1_200 + mo_ssp_living_arrangement: RCF_LEVEL_I + households: + household: + members: [person1] + state_code: MO + output: + ssi: 0 + mo_ssp: 206 + +- name: 2017 Missouri SAB top-up is zero because the $510 max is below federal SSI. + period: 2017-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 50 + is_blind: true + mo_ssp_living_arrangement: SAB + households: + household: + members: [person1] + state_code: MO + output: + # Federal SSI (2017) = $735 > $510 SAB maximum, so max(510 - 735, 0) = 0. + ssi: 735 + mo_ssp: 0 diff --git a/policyengine_us/tests/policy/baseline/gov/states/nm/hca/ssi_supplement/nm_ssi_state_supplement_historical.yaml b/policyengine_us/tests/policy/baseline/gov/states/nm/hca/ssi_supplement/nm_ssi_state_supplement_historical.yaml new file mode 100644 index 00000000000..0724d4aaa8a --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/nm/hca/ssi_supplement/nm_ssi_state_supplement_historical.yaml @@ -0,0 +1,70 @@ +# Historical (2017-2019) New Mexico SSI state supplement amount. +# The optional state supplement for an SSI-eligible adult residing in a +# licensed adult residential care home has been a flat $100.00/month +# ($1,200/year) continuously since July 2004 through at least 2025 (verified +# against the SSA annual "State Assistance Programs for SSI Recipients" reports +# and NMAC 8.106.500). These cases pin the backdated oracle baseline. +# Sources: +# SSA, State Assistance Programs for SSI Recipients, January 2011 - New Mexico, +# Table 1 (Licensed adult residential care home: individual $100.00) +# https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/nm.html +# SSA, State Assistance Programs for SSI Recipients, January 2017 - New Mexico +# (POMS SI 01415.049) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049 +# SSA, State Assistance Programs for SSI Recipients, January 2018 - New Mexico +# (POMS SI 01415.050) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415050 +# SSA, State Assistance Programs for SSI Recipients, January 2019 - New Mexico +# (POMS SI 01415.051) https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415051 + +- name: 2017 New Mexico SSI state supplement is $1,200/year. + period: 2017 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 65 + is_ssi_eligible_individual: true + is_in_adult_residential_care: true + households: + household: + members: [person1] + state_code: NM + output: + people: + person1: + nm_ssi_state_supplement: 1_200 + +- name: 2018 New Mexico SSI state supplement is $1,200/year. + period: 2018 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 65 + is_ssi_eligible_individual: true + is_in_adult_residential_care: true + households: + household: + members: [person1] + state_code: NM + output: + people: + person1: + nm_ssi_state_supplement: 1_200 + +- name: 2019 New Mexico SSI state supplement is $1,200/year. + period: 2019 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 65 + is_ssi_eligible_individual: true + is_in_adult_residential_care: true + households: + household: + members: [person1] + state_code: NM + output: + people: + person1: + nm_ssi_state_supplement: 1_200