Mark disabled dependent children eligible for the California state supplement

changelog.d/ca-ssp-eligible-person-minor-children.fixed.md

@@ -0,0 +1 @@
+Make ca_state_supplement_eligible_person true for blind or disabled dependents under 18, whom the model pays California's dependent supplement amount.

policyengine_us/tests/policy/baseline/gov/local/ca/sbd/general_relief/eligibility/ca_sbd_general_relief_receives_other_cash_assistance.yaml

@@ -177,3 +177,31 @@
     # ca_state_supplement is an ungated computed entitlement; with take-up
     # declined no SSP check arrives, so the bar lifts like the ssi arm.
     ca_sbd_general_relief_receives_other_cash_assistance: false
+
+- name: Case 9, a disabled child with an SSP-only payment is barred, but the parent is not.
+  period: 2026-01
+  input:
+    people:
+      person1:
+        age: 40
+        ssi: 0
+      person2:
+        age: 10
+        is_disabled: true
+        meets_ssi_disability_criteria: true
+        ssi: 0
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        # An SSP-only case: a positive state supplement with no federal SSI.
+        ca_state_supplement: 200
+        tanf: 0
+    households:
+      household:
+        members: [person1, person2]
+        in_sbd: true
+        state_code: CA
+  output:
+    # The child is eligible for the state supplement as a disabled dependent
+    # under 18; the parent is not aged, blind or disabled.
+    ca_sbd_general_relief_receives_other_cash_assistance: [false, true]

policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_eligible_person.yaml

@@ -41,3 +41,57 @@
     state_code: CA
   output:
     ca_state_supplement_eligible_person: false
+
+- name: Disabled dependent child below the age limit
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 33
+        meets_ssi_resource_test: true
+        is_ssi_aged_blind_disabled: false
+        immigration_status: CITIZEN
+      person2:
+        age: 17
+        meets_ssi_resource_test: true
+        is_ssi_aged_blind_disabled: true
+        immigration_status: CITIZEN
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: CA
+  output:
+    is_tax_unit_dependent: [false, true]
+    ca_state_supplement_eligible_person: [false, true]
+
+- name: Disabled dependent at the age limit
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 45
+        meets_ssi_resource_test: true
+        is_ssi_aged_blind_disabled: false
+        immigration_status: CITIZEN
+      person2:
+        age: 18
+        # Input so the age-ordered fallback does not make them the spouse.
+        is_tax_unit_dependent: true
+        meets_ssi_resource_test: true
+        is_ssi_aged_blind_disabled: true
+        immigration_status: CITIZEN
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: CA
+  output:
+    # Known limitation: POMS SI 01415.058 pays a disabled dependent aged 18 or
+    # older the adult rate, but the model pays them nothing and leaves the
+    # flag false (issue 10557).
+    ca_state_supplement_eligible_person: [false, false]

policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_medical_care_facility_amount.yaml

@@ -77,3 +77,25 @@
         state_code: CA
   output:
     ca_state_supplement_medical_care_facility_amount: 62
+
+- name: Dependent child in medical care facility gets no facility allowance
+  period: 2026-01
+  input:
+    people:
+      person1:
+        ca_in_medical_care_facility: false
+        ca_state_supplement_eligible_person: true
+      person2:
+        age: 10
+        ca_in_medical_care_facility: true
+        ca_state_supplement_eligible_person: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: CA
+  output:
+    # The model pays a dependent child the dependent amount instead.
+    ca_state_supplement_medical_care_facility_amount: 0

policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml

@@ -77,3 +77,25 @@
         state_code: CA
   output:
     ca_state_supplement_out_of_home_care_facility_amount: 1_153.31 # 3,252.14 - 2,098.83
+
+- name: Dependent child in out of home care facility gets no facility allowance
+  period: 2026-01
+  input:
+    people:
+      person1:
+        in_out_of_home_care_facility: false
+        ca_state_supplement_eligible_person: true
+      person2:
+        age: 10
+        in_out_of_home_care_facility: true
+        ca_state_supplement_eligible_person: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: CA
+  output:
+    # The model pays a dependent child the dependent amount instead.
+    ca_state_supplement_out_of_home_care_facility_amount: 0

policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py

@@ -32,12 +32,14 @@ def ca_capi_spouse_ssi_ssp(person, period):
 
     Only a spouse who is not CAPI-eligible counts. ca_state_supplement is an
     SPM-unit amount, so as a simplification the spouse's share is pro rata
-    among the unit's members eligible for it; a citizen disabled child's
-    supplement in the unit is then attributed to the spouse.
+    among the unit's heads and spouses eligible for it; a citizen disabled
+    child's supplement in the unit is then attributed to the spouse.
     """
     spouse = ~person("ca_capi_eligible_person", period.this_year)
     spouse_ssi = person.marital_unit.sum(person("ssi", period) * spouse)
-    ssp_eligible = person("ca_state_supplement_eligible_person", period)
+    ssp_eligible = person("ca_state_supplement_eligible_person", period) & person(
+        "is_tax_unit_head_or_spouse", period
+    )
     spouse_ssp_share = person.marital_unit.sum(ssp_eligible * spouse) / max_(
         person.spm_unit.sum(ssp_eligible), 1
     )

policyengine_us/variables/gov/states/ca/cdss/state_supplement/ca_state_supplement_eligible_person.py

@@ -7,18 +7,30 @@ class ca_state_supplement_eligible_person(Variable):
     label = "California SSI state supplement eligible person"
     definition_period = MONTH
     defined_for = StateCode.CA
-    reference = "https://law.justia.com/codes/california/code-wic/division-9/part-3/chapter-3/article-4/"
+    reference = (
+        "https://law.justia.com/codes/california/code-wic/division-9/part-3/chapter-3/article-4/",
+        "https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058",
+    )
 
     def formula(person, period, parameters):
+        p = parameters(period).gov.states.ca.cdss.state_supplement.payment_standard
         meets_resource_test = person("meets_ssi_resource_test", period)
         aged_blind_disabled = person("is_ssi_aged_blind_disabled", period)
         is_qualified_noncitizen = person("is_ssi_qualified_noncitizen", period)
         immigration_status = person("immigration_status", period.this_year)
         is_citizen = immigration_status == immigration_status.possible_values.CITIZEN
+        # Heads and spouses get the individual, couple and facility amounts.
+        # The model pays blind or disabled dependents below the age limit the
+        # dependent amount instead. This simplifies POMS SI 01415.058, which
+        # pays blind children the blind amount, children in care facilities
+        # the facility amount and adult dependents an individual amount
+        # (issue 10557).
         is_head_or_spouse = person("is_tax_unit_head_or_spouse", period)
+        dependent = person("is_tax_unit_dependent", period)
+        minor = person("monthly_age", period) < p.dependent.age_limit
         return (
             meets_resource_test
             & aged_blind_disabled
             & (is_qualified_noncitizen | is_citizen)
-            & is_head_or_spouse
+            & (is_head_or_spouse | (dependent & minor))
         )

policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_aged_disabled_count.py

@@ -18,4 +18,6 @@ def formula(spm_unit, period, parameters):
         is_aged = age >= p.aged_or_disabled.age_threshold
         aged_or_disabled = is_aged | is_ssi_disabled
         eligible = person("ca_state_supplement_eligible_person", period)
-        return spm_unit.sum(aged_or_disabled * eligible)
+        # The model pays dependent children the dependent amount instead.
+        head_or_spouse = person("is_tax_unit_head_or_spouse", period)
+        return spm_unit.sum(aged_or_disabled * eligible * head_or_spouse)

policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_dependent_amount.py

@@ -13,24 +13,12 @@ class ca_state_supplement_dependent_amount(Variable):
     def formula(spm_unit, period, parameters):
         p = parameters(period).gov.states.ca.cdss.state_supplement.payment_standard
         person = spm_unit.members
-        # Blind amount
-        blind = person("is_blind", period)
-        is_ssi_disabled = person("is_ssi_disabled", period.this_year)
         age = person("monthly_age", period)
-        # Dependent amount
         dependent = person("is_tax_unit_dependent", period)
         dependent_age_eligible = age < p.dependent.age_limit
-        # The child must meet the SSI/SSP conditions that
-        # ca_state_supplement_eligible_person applies to adults; a child who
-        # fails SSI's noncitizen test gets CAPI instead (WIC 18938, 18941).
-        immigration_status = person("immigration_status", period.this_year)
-        is_citizen = immigration_status == immigration_status.possible_values.CITIZEN
-        is_qualified_noncitizen = person(
-            "is_ssi_qualified_noncitizen", period.this_year
-        )
-        meets_resource_test = person("meets_ssi_resource_test", period)
-        eligible = meets_resource_test & (is_citizen | is_qualified_noncitizen)
-        dependent_count = spm_unit.sum(
-            dependent & dependent_age_eligible & (is_ssi_disabled | blind) & eligible
-        )
+        # The eligible person flag applies the SSI/SSP conditions, including
+        # being blind or disabled; a child who fails SSI's noncitizen test
+        # gets CAPI instead (WIC 18938, 18941).
+        eligible = person("ca_state_supplement_eligible_person", period)
+        dependent_count = spm_unit.sum(dependent & dependent_age_eligible & eligible)
         return dependent_count * p.dependent.amount

policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_medical_care_facility_amount.py

@@ -15,6 +15,10 @@ def formula(spm_unit, period, parameters):
         # Medical care facility amount
         person = spm_unit.members
         eligible = person("ca_state_supplement_eligible_person", period)
+        # The model pays dependent children the dependent amount instead.
+        head_or_spouse = person("is_tax_unit_head_or_spouse", period)
         in_medical_care_facility = person("ca_in_medical_care_facility", period)
-        medical_care_facility_count = spm_unit.sum(in_medical_care_facility * eligible)
+        medical_care_facility_count = spm_unit.sum(
+            in_medical_care_facility * eligible * head_or_spouse
+        )
         return medical_care_facility_count * p.allowance.medical_care_facility

policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_out_of_home_care_facility_amount.py

@@ -14,8 +14,10 @@ def formula(spm_unit, period, parameters):
         p = parameters(period).gov.states.ca.cdss.state_supplement.payment_standard
         person = spm_unit.members
         eligible = person("ca_state_supplement_eligible_person", period)
+        # The model pays dependent children the dependent amount instead.
+        head_or_spouse = person("is_tax_unit_head_or_spouse", period)
         in_out_of_home_care_facility = person("in_out_of_home_care_facility", period)
         out_of_home_care_facility_count = spm_unit.sum(
-            in_out_of_home_care_facility * eligible
+            in_out_of_home_care_facility * eligible * head_or_spouse
         )
         return out_of_home_care_facility_count * p.allowance.out_of_home_care