Read SSI's medical treatment facility rate in Texas; retire the duplicate institutional parameters

changelog.d/ssi-institutional-single-source.removed.md

@@ -0,0 +1 @@
+Remove the duplicate `gov.ssa.ssi.amount.institutional` parameters; the Texas SSI supplement and its eligibility test now read `gov.ssa.ssi.amount.medical_facility`, the reduced federal rate federal SSI uses. Results are unchanged from July 1988; for earlier months the eligibility test applies the $25 rate then in force instead of raising `ParameterNotFoundError`.

policyengine_us/parameters/gov/ssa/ssi/amount/medical_facility.yaml

@@ -1,6 +1,12 @@
 description: SSA sets this amount as the monthly federal SSI payment for an eligible individual residing in a medical treatment facility where Medicaid pays more than half the cost of care.
 
 values:
+  # 42 USC 1382(e)(1)(B)(i) sets "$360 per year". Pub. L. 100-203 section
+  # 9119(a) substituted that for "$300 per year", effective July 1, 1988
+  # (section 9119(c)). 20 CFR 416.414(b)(1): "For months after June 1988, the
+  # benefit rate for an eligible individual with no eligible spouse is $30 per
+  # month." Clause (iii) sets $720 per year for a couple both in a facility;
+  # ssi_amount_if_eligible applies this per-person amount to each spouse.
   1975-01-01: 25
   1988-07-01: 30
 
@@ -9,7 +15,7 @@ metadata:
   period: month
   label: SSI medical treatment facility monthly payment
   reference:
-    - title: 42 U.S.C. § 1382(e)(1)(A) - Amount of benefits for individuals in medical treatment facilities
-      href: https://www.law.cornell.edu/uscode/text/42/1382#e_1_A
+    - title: 42 U.S.C. § 1382(e)(1)(B) - Benefits for individuals in medical treatment facilities
+      href: https://www.law.cornell.edu/uscode/text/42/1382#e_1_B
     - title: 20 CFR § 416.414 - Amount of benefits; eligible individual or eligible couple in a medical treatment facility
       href: https://www.law.cornell.edu/cfr/text/20/416.414

policyengine_us/tests/policy/baseline/gov/states/tx/hhsc/ssi_state_supplement/tx_ssi_state_supplement.yaml

@@ -338,3 +338,62 @@
     ssi: 30
     tx_ssi_state_supplement_eligible: true
     tx_ssi_state_supplement: 540
+
+- name: Case 29, 2011 facility resident whose countable income equals the $30 reduced standard.
+  # A $50/month pension less the $20 general exclusion is $30 of countable
+  # income. Federal SSI and the eligibility test read the same $30 standard
+  # (gov.ssa.ssi.amount.medical_facility): SSI pays $30 - $30 = $0 and the
+  # resident still gets the $30 supplement ($60 PNA less $30).
+  period: 2011
+  input:
+    people:
+      person1:
+        age: 80
+        pension_income: 600
+        is_in_medicaid_facility: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+    tax_units:
+      tax_unit:
+        members: [person1]
+    spm_units:
+      spm_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    ssi_countable_income: 360
+    ssi: 0
+    tx_ssi_state_supplement_eligible: true
+    # ($60 - $30) * 12 = $360/year
+    tx_ssi_state_supplement: 360
+
+- name: Case 30, 2011 facility resident whose countable income exceeds the $30 reduced standard.
+  # A $51/month pension gives $31 of countable income, so neither SSI nor the
+  # supplement is paid.
+  period: 2011
+  input:
+    people:
+      person1:
+        age: 80
+        pension_income: 612
+        is_in_medicaid_facility: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+    tax_units:
+      tax_unit:
+        members: [person1]
+    spm_units:
+      spm_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    ssi_countable_income: 372
+    ssi: 0
+    tx_ssi_state_supplement_eligible: false
+    tx_ssi_state_supplement: 0

policyengine_us/tests/policy/baseline/gov/states/tx/hhsc/ssi_state_supplement/tx_ssi_state_supplement_eligible.yaml

@@ -138,3 +138,31 @@
     state_code: TX
   output:
     tx_ssi_state_supplement_eligible: false
+
+- name: Case 12, countable income equal to the $25 reduced standard before July 1988.
+  # 42 USC 1382(e)(1)(B)(i) said "$300 per year" until Pub. L. 100-203
+  # section 9119(a) substituted "$360 per year", effective July 1, 1988
+  # (section 9119(c)). $300/year = $25/month.
+  period: 1987
+  input:
+    is_ssi_eligible: true
+    ssi_countable_income: 300
+    is_in_medicaid_facility: true
+    ssi_lives_in_medical_treatment_facility: true
+    ssi_medicaid_pays_majority_of_care: true
+    state_code: TX
+  output:
+    tx_ssi_state_supplement_eligible: true
+
+- name: Case 13, countable income above the $25 reduced standard before July 1988.
+  # $312/year = $26/month.
+  period: 1987
+  input:
+    is_ssi_eligible: true
+    ssi_countable_income: 312
+    is_in_medicaid_facility: true
+    ssi_lives_in_medical_treatment_facility: true
+    ssi_medicaid_pays_majority_of_care: true
+    state_code: TX
+  output:
+    tx_ssi_state_supplement_eligible: false

policyengine_us/variables/gov/ssa/ssi/ssi_amount_if_eligible.py

@@ -65,6 +65,6 @@ def formula(person, period, parameters):
             base_amount,
         )
 
-        # 42 USC § 1382(e)(1)(A), 20 CFR § 416.414: Medical treatment
+        # 42 USC § 1382(e)(1)(B), 20 CFR § 416.414: Medical treatment
         # facility, $30/month per person.
         return where(is_medical_facility, p.medical_facility, base_amount)

policyengine_us/variables/gov/states/tx/hhsc/ssi_state_supplement/tx_ssi_state_supplement.py

@@ -31,5 +31,5 @@ def formula(person, period, parameters):
         # the $30 standard, so the allowance less both is the same amount.
         p = parameters(period).gov.states.tx.hhsc.ssi_state_supplement
         pna = p.personal_needs_allowance
-        federal_reduced = parameters(period).gov.ssa.ssi.amount.institutional.individual
+        federal_reduced = parameters(period).gov.ssa.ssi.amount.medical_facility
         return max_(pna - federal_reduced, 0)

policyengine_us/variables/gov/states/tx/hhsc/ssi_state_supplement/tx_ssi_state_supplement_eligible.py

@@ -43,7 +43,7 @@ def formula(person, period, parameters):
             - person("ssi_income_deemed_from_ineligible_spouse", period),
             0,
         )
-        within_reduced_rate = own_countable_income <= p.amount.institutional.individual
+        within_reduced_rate = own_countable_income <= p.amount.medical_facility
         eligible_for_ssi = (
             person("is_ssi_eligible", period)
             & person("takes_up_ssi_if_eligible", period.this_year)