From 025cf09625285ef779872188663d3853344b2d51 Mon Sep 17 00:00:00 2001 From: Ziming Date: Mon, 2 Nov 2026 11:21:00 -0500 Subject: [PATCH 1/2] Store California SSP payment standards as state shares The parameters held combined federal and state totals, so every federal cost-of-living adjustment needed ten edits and any year without them understated the supplement. They now hold California's share, and each standard is the federal amount plus that share. Co-Authored-By: Claude Opus 5.5 --- .../ca-ssp-state-share-parameters.changed.md | 1 + .../aged_or_disabled/amount/married.yaml | 14 ++-- .../aged_or_disabled/amount/single.yaml | 14 ++-- .../allowance/medical_care_facility.yaml | 14 ++-- .../allowance/out_of_home_care.yaml | 16 +++-- .../blind/married/one_blind.yaml | 14 ++-- .../blind/married/two_blind.yaml | 14 ++-- .../payment_standard/blind/single.yaml | 14 ++-- .../payment_standard/dependent/amount.yaml | 14 ++-- .../gov/states/ca/cdss/capi/ca_capi.yaml | 20 +++--- .../cdss/capi/ca_capi_payment_standard.yaml | 66 +++++++++---------- .../states/ca/cdss/capi/ca_capi_person.yaml | 10 +-- .../state_supplement/ca_state_supplement.yaml | 26 +++++++- ...state_supplement_aged_disabled_amount.yaml | 6 +- .../ca_state_supplement_blind_amount.yaml | 2 +- .../ca_state_supplement_dependent_amount.yaml | 6 +- ...ment_out_of_home_care_facility_amount.yaml | 2 +- .../ca/cdss/state_supplement/integration.yaml | 13 ++-- .../ca/cdss/capi/_ca_capi_ssi_ssp_standard.py | 45 +++++-------- ...a_state_supplement_aged_disabled_amount.py | 3 +- .../ca_state_supplement_blind_amount.py | 8 ++- .../ca_state_supplement_dependent_amount.py | 3 +- ...supplement_medical_care_facility_amount.py | 5 +- ...lement_out_of_home_care_facility_amount.py | 8 ++- .../ca_wdp_ssi_ssp_income_eligible.py | 5 +- 25 files changed, 200 insertions(+), 143 deletions(-) create mode 100644 changelog.d/ca-ssp-state-share-parameters.changed.md diff --git a/changelog.d/ca-ssp-state-share-parameters.changed.md b/changelog.d/ca-ssp-state-share-parameters.changed.md new file mode 100644 index 00000000000..36f96045bdf --- /dev/null +++ b/changelog.d/ca-ssp-state-share-parameters.changed.md @@ -0,0 +1 @@ +Store California's state supplement payment standards as state shares on top of the federal benefit rate, so the standards follow each federal cost-of-living adjustment. diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/married.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/married.yaml index 8233aff4bf0..c0511459131 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/married.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/married.yaml @@ -1,8 +1,8 @@ -description: California provides the following state supplement amount to two eligible aged or disabled married filers. +description: California adds this state share to the federal couple benefit rate for married couples who both qualify as aged or disabled and live independently under the State Supplementary Payment program. metadata: unit: currency-USD period: month - label: California state supplement aged or disabled allowance married amount + label: California state supplement aged or disabled married state share reference: - title: California Welfare and Institutions Code Division 9, Part 3, Chapter 3, Article 5, Section 12200 (d) href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC§ionNum=12200 @@ -12,7 +12,11 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California couple payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b + - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2b + - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" + href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: - 1991-01-01: 1_167 - 2025-01-01: 2_057.83 - 2026-01-01: 2_098.83 + 1991-01-01: 557 # $1,167 - $610 + # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. + 2025-01-01: 607.83 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/single.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/single.yaml index 2d80ac0a150..a29a24b54d5 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/single.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/single.yaml @@ -1,8 +1,8 @@ -description: California provides the following state supplement amount to aged or disabled single filers. +description: California adds this state share to the federal benefit rate for aged or disabled individuals living independently under the State Supplementary Payment program. metadata: unit: currency-USD period: month - label: California state supplement aged or disabled allowance single amount + label: California state supplement aged or disabled single state share reference: - title: California Welfare and Institutions Code Division 9, Part 3, Chapter 3, Article 5, Section 12200 (c) href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC§ionNum=12200 @@ -12,7 +12,11 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a + - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" + href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: - 1991-01-01: 630 - 2025-01-01: 1_206.94 - 2026-01-01: 1_233.94 + 1991-01-01: 223 # $630 - $407 + # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. + 2025-01-01: 239.94 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/medical_care_facility.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/medical_care_facility.yaml index cf68c126f2c..817f4e7694a 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/medical_care_facility.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/medical_care_facility.yaml @@ -1,8 +1,8 @@ -description: California provides the following state supplement allowance for filers receiving care in a medical facility. +description: California adds this state share to the federal payment cap for each resident of a Title XIX medical facility under the State Supplementary Payment program. metadata: unit: currency-USD period: month - label: California state supplement medical care facility allowance amount + label: California state supplement medical care facility state share reference: - title: California Welfare and Institutions Code Division 9, Part 3, Chapter 3, Article 5, Section 12200 (h) href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC§ionNum=12200 @@ -12,7 +12,11 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a + - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" + href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: - 1991-01-01: 42 # $30 + $12 - 2025-01-01: 62 - 2026-01-01: 62 + 1991-01-01: 12 # $42 - $30 + # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. + 2025-01-01: 32 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/out_of_home_care.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/out_of_home_care.yaml index fde406e33b6..e6e1f555c6f 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/out_of_home_care.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/out_of_home_care.yaml @@ -1,8 +1,8 @@ -description: California provides the following state supplement allowance for filers in a nonmedical out-of-home care facility. +description: California adds this state share to the federal benefit rate for individuals in nonmedical out-of-home care under the State Supplementary Payment program. metadata: unit: currency-USD period: month - label: California state supplement out-of-home care allowance amount + label: California state supplement out-of-home care state share reference: - title: California Welfare and Institutions Code Division 9, Part 3, Chapter 3, Article 5, Section 12200 (g) href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC§ionNum=12200 @@ -12,14 +12,16 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California couple payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b - - title: California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards - href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 - title: California Department of Social Services, All County Information Notice I-59-25, CAPI payment standards for January 2026 href: https://cdss.ca.gov/Portals/9/Additional-Resources/Letters-and-Notices/ACINs/2025/I-59_25.pdf#page=5 + - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" + href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: - 1991-01-01: 709 - 2025-01-01: 1_140.31 # $3,198.14 - $2,057.83 + 1991-01-01: 302 # $709 - $407 # SSA POMS, the CDSS 2026 May Revision and ACIN I-59-25 list $3,252.14 for couples, # twice the $1,626.07 individual rate (WIC 12200(g) sets the amount per recipient). # The CDSS monthly payment table and SSA pamphlet EN-05-11125 list $3,239.14. - 2026-01-01: 1_153.31 # $3,252.14 - $2,098.83 + # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. + 2025-01-01: 632.07 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/one_blind.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/one_blind.yaml index 74e32930293..69fc3213546 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/one_blind.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/one_blind.yaml @@ -1,8 +1,8 @@ -description: California provides the following state supplement amount to married filers with one blind member who are both eligible. +description: California adds this state share to the federal couple benefit rate for married couples who both qualify and have one blind member under the State Supplementary Payment program. metadata: unit: currency-USD period: month - label: California state supplement blind allowance married one blind amount + label: California state supplement blind married one blind state share reference: - title: California Welfare and Institutions Code Division 9, Part 3, Chapter 3, Article 5, Section 12200 (b) href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC§ionNum=12200 @@ -12,7 +12,11 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California couple payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b + - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2b + - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" + href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: - 1991-01-01: 1_295 - 2025-01-01: 2_197.44 - 2026-01-01: 2_238.44 + 1991-01-01: 685 # $1,295 - $610 + # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. + 2025-01-01: 747.44 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/two_blind.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/two_blind.yaml index 19f6d2ed2ff..1d712307fb9 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/two_blind.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/two_blind.yaml @@ -1,8 +1,8 @@ -description: California provides the following state supplement amount to married filers with two blind members who are both eligible. +description: California adds this state share to the federal couple benefit rate for married couples who both qualify as blind under the State Supplementary Payment program. metadata: unit: currency-USD period: month - label: California state supplement blind allowance married two blind amount + label: California state supplement blind married two blind state share reference: - title: California Welfare and Institutions Code Division 9, Part 3, Chapter 3, Article 5, Section 12200 (a) href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC§ionNum=12200 @@ -12,7 +12,11 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California couple payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b + - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2b + - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" + href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: - 1991-01-01: 1_372 - 2025-01-01: 2_283.35 - 2026-01-01: 2_324.35 + 1991-01-01: 762 # $1,372 - $610 + # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. + 2025-01-01: 833.35 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/single.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/single.yaml index 96c43d79046..bea5dba376e 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/single.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/single.yaml @@ -1,8 +1,8 @@ -description: California provides the following state supplement amount to single filers who are blind. +description: California adds this state share to the federal benefit rate for blind individuals under the State Supplementary Payment program. metadata: unit: currency-USD period: month - label: California state supplement blind allowance single amount + label: California state supplement blind single state share reference: - title: California Welfare and Institutions Code Division 9, Part 3, Chapter 3, Article 5, Section 12200 (a) href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC§ionNum=12200 @@ -12,7 +12,11 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a + - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" + href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: - 1991-01-01: 704 - 2025-01-01: 1_291.32 - 2026-01-01: 1_318.32 + 1991-01-01: 297 # $704 - $407 + # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. + 2025-01-01: 324.32 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/dependent/amount.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/dependent/amount.yaml index cab5930dc19..f34e974616c 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/dependent/amount.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/dependent/amount.yaml @@ -1,8 +1,8 @@ -description: California provides the following state supplement amount for eligible dependents. +description: California adds this state share to the federal benefit rate for disabled minors living with a parent, guardian or relative under the State Supplementary Payment program. metadata: unit: currency-USD period: month - label: California state supplement dependent amount + label: California state supplement disabled minor state share reference: - title: California Welfare and Institutions Code Division 9, Part 3, Chapter 3, Article 5, Section 12200 (f) href: https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=WIC§ionNum=12200 @@ -12,7 +12,11 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a + - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" + href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: - 1991-01-01: 499 - 2025-01-01: 1_064.27 - 2026-01-01: 1_091.27 + 1991-01-01: 92 # $499 - $407 + # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. + 2025-01-01: 97.27 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi.yaml index edcf59a37e7..80c8606bc02 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi.yaml @@ -86,7 +86,8 @@ output: ssi: [11_316, 0] ca_state_supplement_dependent_amount: 0 - ca_state_supplement: 0 + # 223 * 12, using the 1991 share (issue 10480). + ca_state_supplement: 2_676 ca_capi: 0 - name: Case 5, integration test, permanent resident without 40 SSI quarters. @@ -195,7 +196,7 @@ ca_capi_person: [0, 14_807.28] ca_capi: 14_807.28 -- name: Case 8, aged person in 2024, the independent-living standard is floored at the federal benefit rate. +- name: Case 8, aged person in 2024, the independent-living standard adds the state share to the federal benefit rate. period: 2024 absolute_error_margin: 0.01 input: @@ -210,14 +211,13 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # The state supplement parameters hold the 1991 aged amount of 630 until - # 2025 (issue 7787). CAPI equals SSI/SSP (WIC 18941), so the standard is - # floored at the 2024 federal benefit rate: max(630, 943) = 943 per - # month with no offset and no income; 943 x 12 = 11,316. This pins a - # known-low value from the stopgap floor: the published aged standard was - # 1,182.94 (POMS SI 01415.056); issue 10480 removes the floor. - ca_capi_person: 11_316 - ca_capi: 11_316 + # The state share holds its 1991 value of 630 - 407 = 223 until 2025. CAPI + # equals SSI/SSP (WIC 18941), so the standard is 943 + 223 = 1,166 per + # month with no offset and no income; 1,166 x 12 = 13,992. This pins a + # known-low value: the published aged standard was 1,182.94 (POMS SI + # 01415.056); issue 10480 backfills the shares. + ca_capi_person: 13_992 + ca_capi: 13_992 - name: Case 9, integration test, aged permanent resident without 40 SSI quarters whose pension exceeds the CAPI standard. period: 2025 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_payment_standard.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_payment_standard.yaml index f7fc100280d..5244a905307 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_payment_standard.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_payment_standard.yaml @@ -320,7 +320,7 @@ # code C would add 128.87 to the one-blind rate instead (2,367.31). ca_capi_payment_standard: [1_178.285, 1_178.285] -- name: Case 14, 2024 independent-living standard is floored at the federal benefit rate. +- name: Case 14, 2024 independent-living standard adds the state share to the federal benefit rate. period: 2024-01 absolute_error_margin: 0.01 input: @@ -335,13 +335,12 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # The state supplement parameters hold the 1991 aged amount of 630 until - # 2025 (issue 7787), below the 2024 federal benefit rate of 943. CAPI - # equals SSI/SSP (WIC 18941), so the stopgap floor gives max(630, 943) = - # 943. This pins a known-low value: the published January 2024 aged - # standard is 943 + 239.94 = 1,182.94 (POMS SI 01415.056); issue 10480 - # backfills the totals and removes the floor. - ca_capi_payment_standard: 943 + # The state share holds its 1991 value of 630 - 407 = 223 until 2025. CAPI + # equals SSI/SSP (WIC 18941), so the standard is 943 + 223 = 1,166. This + # pins a known-low value: the published January 2024 aged standard is + # 943 + 239.94 = 1,182.94 (POMS SI 01415.056); issue 10480 backfills the + # shares. + ca_capi_payment_standard: 1_166 - name: Case 15, the 10 individual offset applies through May 2019 and ends in June 2019. period: 2019 @@ -358,16 +357,14 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # The state supplement parameters hold the 1991 aged amount of 630 until - # 2025 (issue 7787), so the model floors the standard at the 2019 federal - # benefit rate: max(630, 771) = 771. The actual 2019 SSI/SSP standard was - # 931.72 (ACIN I-23-19), so these are known-low values from the stopgap - # floor (issue 10480). This case pins only the offset boundary: - # 771 - 10 = 761 through May 2019 (MPP 49-050.11) and 771 - 0 = 771 from - # June 1, 2019 (WIC 18941). + # The state share holds its 1991 value of 223 until 2025, so the standard + # is 771 + 223 = 994. The actual 2019 SSI/SSP standard was 931.72 (ACIN + # I-23-19), so these are known-high values (issue 10480). This case pins + # only the offset boundary: 994 - 10 = 984 through May 2019 (MPP 49-050.11) + # and 994 - 0 = 994 from June 1, 2019 (WIC 18941). ca_capi_payment_standard: - 2019-05: 761 - 2019-06: 771 + 2019-05: 984 + 2019-06: 994 - name: Case 16, CAPI couple, the 20 couple offset applies through May 2019 and ends in June 2019. period: 2019 @@ -391,12 +388,12 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # Couple standard max(1,167, 2019 couple FBR 1,157) = 1,167 (known-low, - # issue 10480). May: (1,167 - 20) / 2 = 573.50 each (MPP 49-050.12). - # June: 1,167 / 2 = 583.50 each (WIC 18941). + # Couple standard 1,157 + 557 = 1,714, using the 1991 share (issue 10480). + # May: (1,714 - 20) / 2 = 847 each (MPP 49-050.12). + # June: 1,714 / 2 = 857 each (WIC 18941). ca_capi_payment_standard: - 2019-05: [573.5, 573.5] - 2019-06: [583.5, 583.5] + 2019-05: [847, 847] + 2019-06: [857, 857] - name: Case 17, mixed couple, the 10 mixed-couple offset applies through May 2019 and ends in June 2019. period: 2019 @@ -420,13 +417,13 @@ living_arrangements_allow_for_food_preparation: true output: # The citizen is paid SSI, so the CAPI member takes the couple standard - # 1,167 (known-low, issue 10480). May: 1,167 - 10 = 1,157 (MPP - # 49-050.13). June: 1,167 (WIC 18941). + # 1,157 + 557 = 1,714, using the 1991 share (issue 10480). May: 1,714 - 10 + # = 1,704 (MPP 49-050.13). June: 1,714 (WIC 18941). ca_capi_payment_standard: - 2019-05: [0, 1_157] - 2019-06: [0, 1_167] + 2019-05: [0, 1_704] + 2019-06: [0, 1_714] -- name: Case 18, 2024 CAPI couple standard is floored at the couple federal benefit rate. +- name: Case 18, 2024 CAPI couple standard adds the state share to the couple federal benefit rate. period: 2024-01 absolute_error_margin: 0.01 input: @@ -448,12 +445,11 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # Stopgap floor: max(1,167, 2024 couple FBR 1,415) / 2 = 707.50 each. A - # known-low value: the published 2024 couple standard is higher (issue - # 10480). - ca_capi_payment_standard: [707.5, 707.5] + # (1,415 + 557) / 2 = 986 each, using the 1991 share. A known-low value: + # the published 2024 couple standard is higher (issue 10480). + ca_capi_payment_standard: [986, 986] -- name: Case 19, 2024 out-of-home care standard is floored at the federal benefit rate. +- name: Case 19, 2024 out-of-home care standard adds the state share to the federal benefit rate. period: 2024-01 absolute_error_margin: 0.01 input: @@ -469,9 +465,9 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # Stopgap floor: (1,167 + 709) / 2 = 938, floored at the 943 FBR. A - # known-low value: POMS SI 01415.056 gives 1,575.07 (issue 10480). - ca_capi_payment_standard: 943 + # 943 + 302 = 1,245, using the 1991 share of 709 - 407. A known-low value: + # POMS SI 01415.056 gives 1,575.07 (issue 10480). + ca_capi_payment_standard: 1_245 - name: Case 20, CAPI couple with one spouse in a Title XIX facility is computed as two individuals. period: 2026-01 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_person.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_person.yaml index 4b5d9901829..df21eae046a 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_person.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_person.yaml @@ -350,12 +350,12 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # Standards max(630, 771) = 771 and max(1,167, 1,157) = 1,167 (known-low, - # issue 10480). Federal min(771, 1,157 - 207.50) = 771; state 0. - # May: 771 - 10 = 761 (MPP 49-050.11); June: 771 (WIC 18941). + # Standards 771 + 223 = 994 and 1,157 + 557 = 1,714, using the 1991 shares + # (issue 10480). Federal min(771, 1,157 - 207.50) = 771; state min(223, + # 557) = 223. May: 994 - 10 = 984 (MPP 49-050.11); June: 994 (WIC 18941). ca_capi_person: - 2019-05: [761, 0] - 2019-06: [771, 0] + 2019-05: [984, 0] + 2019-06: [994, 0] - name: Case 11, mixed couple where the SSI/SSP spouse has the income subtracts the couple's income. period: 2026-01 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement.yaml index a8f5eeddeb1..ac94346a23d 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement.yaml @@ -38,7 +38,8 @@ living_arrangements_allow_for_food_preparation: true output: ca_state_supplement_eligible_person: true - ca_state_supplement: 4_101.72 + # (943 + 223) * 12 - 3,458.28; the 223 share dates from 1991 (issue 10480). + ca_state_supplement: 10_533.72 # 2026: federal SSI is $994 (individual) and $1,491 (couple); the California # payment standard is $1,233.94 (individual) and $2,098.83 (couple), per CDSS, @@ -660,3 +661,26 @@ ssi: [245.50, 0] ca_state_supplement: 488.44 ca_capi_person: [0, 0] + +- name: Case 17, 2027 aged individual keeps the state share when the federal benefit rate rises. + period: 2027 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 70 + is_tax_unit_head: true + immigration_status: CITIZEN + spm_units: + spm_unit: + members: [person1] + households: + household: + members: [person1] + state_code: CA + living_arrangements_allow_for_food_preparation: true + output: + ssi: 12_348 # 1,029 * 12 + ca_state_supplement_payment_standard: 15_227.28 # (1,029 + 239.94) * 12 + # CDSS projects the 239.94 share for January 2027 (2026 May Revision, page 27). + ca_state_supplement: 2_879.28 # 239.94 * 12 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_aged_disabled_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_aged_disabled_amount.yaml index df519f47675..780bb774806 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_aged_disabled_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_aged_disabled_amount.yaml @@ -17,7 +17,7 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_aged_disabled_amount: 7_560 + ca_state_supplement_aged_disabled_amount: 13_992 # (943 + 223) * 12 - name: Married couple, aged and disabled period: 2024 @@ -44,7 +44,7 @@ members: [person1, person2, person3] state_code: CA output: - ca_state_supplement_aged_disabled_amount: 14_004 + ca_state_supplement_aged_disabled_amount: 23_664 # (1,415 + 557) * 12 - name: Married couple, only one aged and disabled period: 2024 @@ -68,4 +68,4 @@ members: [person1, person2, person3] state_code: CA output: - ca_state_supplement_aged_disabled_amount: 7_560 + ca_state_supplement_aged_disabled_amount: 13_992 # (943 + 223) * 12 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_blind_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_blind_amount.yaml index de4a0478f2c..6ef18226143 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_blind_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_blind_amount.yaml @@ -22,4 +22,4 @@ members: [person1, person2, person3] state_code: CA output: - ca_state_supplement_blind_amount: 16_464 + ca_state_supplement_blind_amount: 26_124 # (1,415 + 762) * 12 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_dependent_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_dependent_amount.yaml index 579447c1979..7937d649eab 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_dependent_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_dependent_amount.yaml @@ -18,7 +18,7 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_dependent_amount: 5_988 + ca_state_supplement_dependent_amount: 12_420 # (943 + 92) * 12 - name: One eligible dependent, one ineligible period: 2024 @@ -44,7 +44,7 @@ members: [person1, person2, person3] state_code: CA output: - ca_state_supplement_dependent_amount: 5_988 + ca_state_supplement_dependent_amount: 12_420 # (943 + 92) * 12 - name: Case 3, SSI disability criteria qualify a dependent. period: 2024 @@ -67,7 +67,7 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_dependent_amount: 5_988 + ca_state_supplement_dependent_amount: 12_420 # (943 + 92) * 12 - name: Case 4, disabled noncitizen child who fails SSI's noncitizen test gets CAPI, not the state supplement. period: 2026-01 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml index e5776e8e252..5c6fdf4e4c2 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml @@ -16,7 +16,7 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_out_of_home_care_facility_amount: 8_508 + ca_state_supplement_out_of_home_care_facility_amount: 6_216 # (2 * (943 + 302) - (1,415 + 557)) * 12 - name: Nobody in out of home care facility period: 2024 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/integration.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/integration.yaml index fc6eaa221c2..d202e2a2cf2 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/integration.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/integration.yaml @@ -17,7 +17,8 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_payment_standard: 8_448 + # (943 + 297) * 12; the 297 share dates from 1991 (issue 10480). + ca_state_supplement_payment_standard: 14_880 - name: Married household with one blind and one disabled person, with a disabled dependent child, no food preparation and spouse in out of home care period: 2024-01 @@ -49,10 +50,12 @@ living_arrangements_allow_for_food_preparation: false output: # Both spouses are aged, so the couple takes the higher of the one-blind - # rate, 1,295, and the aged couple amount with the food allowance, 1,167 - # + 136 = 1,303 (WIC 12200(b), (d), (e)). With the 499 dependent amount - # and the 709 out-of-home care amount: 1,303 + 499 + 709 = 2,511. - ca_state_supplement_payment_standard: 2_511 + # rate, 1,415 + 685 = 2,100, and the aged couple amount with the food + # allowance, 1,415 + 557 + 136 = 2,108 (WIC 12200(b), (d), (e)). The + # dependent amount is 943 + 92 = 1,035 and the out-of-home care amount is + # 2 * (943 + 302) - (1,415 + 557) = 518. The shares date from 1991 (issue + # 10480): 2,108 + 1,035 + 518 = 3,661. + ca_state_supplement_payment_standard: 3_661 - name: Case A ,single disabled parent with non eligible dependent child. period: 2025-01 diff --git a/policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py b/policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py index 41408ff9b62..acb10c1178f 100644 --- a/policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py +++ b/policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py @@ -80,11 +80,11 @@ def ca_capi_ssi_ssp_standard(person, period, parameters): ) medical_facility = ca_capi_in_title_xix_facility(person, period) out_of_home_care = person("in_out_of_home_care_facility", period.this_year) - out_of_home_care_share = ( - p.aged_or_disabled.amount.married + p.allowance.out_of_home_care - ) / 2 + # The parameters hold California's share on top of the federal amount. + medical_facility_total = fbr.medical_facility + p.allowance.medical_care_facility + out_of_home_care_total = fbr.individual + p.allowance.out_of_home_care - community_individual = max_( + community_individual = fbr.individual + max_( blind * p.blind.single, aged_or_disabled * where( @@ -102,38 +102,25 @@ def ca_capi_ssi_ssp_standard(person, period, parameters): two_blind = (blind_count > 1) * p.blind.married.two_blind one_blind = (blind_count == 1) * p.blind.married.one_blind # NOTE: a couple with one aged or disabled member always has a blind - # member, whose rate is higher, so the second branch is only a guard. - aged_or_disabled_couple = select( - [aged_or_disabled_count > 1, aged_or_disabled_count == 1], - [ - p.aged_or_disabled.amount.married + no_cooking * p.allowance.food.married, - p.aged_or_disabled.amount.single + no_cooking * p.allowance.food.single, - ], - default=0, + # member, whose rate is higher, so only two count here. + aged_or_disabled_couple = (aged_or_disabled_count > 1) * ( + p.aged_or_disabled.amount.married + no_cooking * p.allowance.food.married + ) + community_couple = fbr.couple + max_( + max_(two_blind, one_blind), aged_or_disabled_couple ) - community_couple = max_(max_(two_blind, one_blind), aged_or_disabled_couple) - # Stopgap: the state supplement amounts hold 1991 totals until 2025, - # below the federal benefit rate from 2008, so the independent-living and - # out-of-home care standards are floored at that rate (SSI alone pays at - # least it, and CAPI equals SSI/SSP under WIC 18941). This still leaves - # out the whole state supplement before 2025; issue 10480 backfills the - # totals and removes the floor. + # NOTE: the state shares before 2025 are the 1991 totals in WIC 12200 less + # the 1991 federal rates (issue 10480). individual = select( [medical_facility, out_of_home_care], - [ - p.allowance.medical_care_facility, - max_(out_of_home_care_share, fbr.individual), - ], - default=max_(community_individual, fbr.individual), + [medical_facility_total, out_of_home_care_total], + default=community_individual, ) couple_share = select( [medical_facility, out_of_home_care], - [ - p.allowance.medical_care_facility, - max_(out_of_home_care_share, fbr.couple / 2), - ], - default=max_(community_couple / 2, fbr.couple / 2), + [medical_facility_total, out_of_home_care_total], + default=community_couple / 2, ) couple = where(joint, person.marital_unit.sum(couple_share), 2 * couple_share) return individual, couple diff --git a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_aged_disabled_amount.py b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_aged_disabled_amount.py index 05327b9dc4a..b5666e4efbb 100644 --- a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_aged_disabled_amount.py +++ b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_aged_disabled_amount.py @@ -14,12 +14,13 @@ def formula(spm_unit, period, parameters): p = parameters( period ).gov.states.ca.cdss.state_supplement.payment_standard.aged_or_disabled.amount + fbr = parameters(period).gov.ssa.ssi.amount # Aged or disabled amount aged_disabled_count = spm_unit( "ca_state_supplement_aged_disabled_count", period ) return select( [aged_disabled_count > 1, aged_disabled_count == 1], - [p.married, p.single], + [fbr.couple + p.married, fbr.individual + p.single], default=0, ) diff --git a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_blind_amount.py b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_blind_amount.py index 5a0980bcc7d..780f37186cc 100644 --- a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_blind_amount.py +++ b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_blind_amount.py @@ -12,6 +12,7 @@ class ca_state_supplement_blind_amount(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.ca.cdss.state_supplement.payment_standard + fbr = parameters(period).gov.ssa.ssi.amount person = spm_unit.members head_or_spouse = person("is_tax_unit_head_or_spouse", period) # Blind amount @@ -21,10 +22,13 @@ def formula(spm_unit, period, parameters): is_married = spm_unit("spm_unit_is_married", period) blind_married_amount = select( [blind_count >= 2, blind_count == 1], - [p.blind.married.two_blind, p.blind.married.one_blind], + [ + fbr.couple + p.blind.married.two_blind, + fbr.couple + p.blind.married.one_blind, + ], default=0, ) total_amount_if_eligible = where( - is_married, blind_married_amount, p.blind.single + is_married, blind_married_amount, fbr.individual + p.blind.single ) return where(blind_count == 0, 0, total_amount_if_eligible) diff --git a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_dependent_amount.py b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_dependent_amount.py index aa37b9ab887..e8567b497dd 100644 --- a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_dependent_amount.py +++ b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_dependent_amount.py @@ -12,6 +12,7 @@ class ca_state_supplement_dependent_amount(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.ca.cdss.state_supplement.payment_standard + fbr = parameters(period).gov.ssa.ssi.amount person = spm_unit.members # Blind amount blind = person("is_blind", period) @@ -33,4 +34,4 @@ def formula(spm_unit, period, parameters): dependent_count = spm_unit.sum( dependent & dependent_age_eligible & (is_ssi_disabled | blind) & eligible ) - return dependent_count * p.dependent.amount + return dependent_count * (fbr.individual + p.dependent.amount) diff --git a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_medical_care_facility_amount.py b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_medical_care_facility_amount.py index 7f3943e31c4..3cf38b11706 100644 --- a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_medical_care_facility_amount.py +++ b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_medical_care_facility_amount.py @@ -12,9 +12,12 @@ class ca_state_supplement_medical_care_facility_amount(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.ca.cdss.state_supplement.payment_standard + fbr = parameters(period).gov.ssa.ssi.amount # Medical care facility amount person = spm_unit.members eligible = person("ca_state_supplement_eligible_person", period) in_medical_care_facility = person("ca_in_medical_care_facility", period) medical_care_facility_count = spm_unit.sum(in_medical_care_facility * eligible) - return medical_care_facility_count * p.allowance.medical_care_facility + return medical_care_facility_count * ( + fbr.medical_facility + p.allowance.medical_care_facility + ) diff --git a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_out_of_home_care_facility_amount.py b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_out_of_home_care_facility_amount.py index ede509980e9..728a40ba079 100644 --- a/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_out_of_home_care_facility_amount.py +++ b/policyengine_us/variables/gov/states/ca/cdss/state_supplement/payment_standard/ca_state_supplement_out_of_home_care_facility_amount.py @@ -12,10 +12,16 @@ class ca_state_supplement_out_of_home_care_facility_amount(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.ca.cdss.state_supplement.payment_standard + fbr = parameters(period).gov.ssa.ssi.amount person = spm_unit.members eligible = person("ca_state_supplement_eligible_person", 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 ) - return out_of_home_care_facility_count * p.allowance.out_of_home_care + # The couple out-of-home care total is twice the individual total, and + # this amount is what it adds to the aged or disabled couple total. + individual_total = fbr.individual + p.allowance.out_of_home_care + aged_or_disabled_couple_total = fbr.couple + p.aged_or_disabled.amount.married + allowance = 2 * individual_total - aged_or_disabled_couple_total + return out_of_home_care_facility_count * allowance diff --git a/policyengine_us/variables/gov/states/ca/chhs/wdp/eligibility/ca_wdp_ssi_ssp_income_eligible.py b/policyengine_us/variables/gov/states/ca/chhs/wdp/eligibility/ca_wdp_ssi_ssp_income_eligible.py index d7fb59b6bf2..8b048ca054d 100644 --- a/policyengine_us/variables/gov/states/ca/chhs/wdp/eligibility/ca_wdp_ssi_ssp_income_eligible.py +++ b/policyengine_us/variables/gov/states/ca/chhs/wdp/eligibility/ca_wdp_ssi_ssp_income_eligible.py @@ -36,12 +36,13 @@ def formula(person, period, parameters): p = parameters( period.first_month ).gov.states.ca.cdss.state_supplement.payment_standard + fbr = parameters(period.first_month).gov.ssa.ssi.amount uses_couple_standard = person("ssi_claim_is_joint", period) | person( "is_ssi_spousal_deeming_applies", period ) monthly_standard = where( uses_couple_standard, - p.aged_or_disabled.amount.married, - p.aged_or_disabled.amount.single, + fbr.couple + p.aged_or_disabled.amount.married, + fbr.individual + p.aged_or_disabled.amount.single, ) return countable_unearned_income < monthly_standard * MONTHS_IN_YEAR From f73dfbd1f42b5381dab526333a7db1921e446ea8 Mon Sep 17 00:00:00 2001 From: Ziming Date: Tue, 3 Nov 2026 16:55:16 -0500 Subject: [PATCH 2/2] Date California's state shares and food allowances from January 2013 Use the levels in SSA POMS SI 01415.045-.056 for 2013-2024 instead of carrying the 1991 shares forward, restate the 2019 and 2024 test values, add the June 2019 CAPI pension case, and fix the out-of-home care citation. Co-Authored-By: Claude Opus 5.5 --- .../ca-ssp-state-share-parameters.changed.md | 2 +- .../aged_or_disabled/amount/married.yaml | 19 ++++++- .../aged_or_disabled/amount/single.yaml | 19 ++++++- .../allowance/food/married.yaml | 16 ++++++ .../allowance/food/single.yaml | 16 ++++++ .../allowance/medical_care_facility.yaml | 19 ++++++- .../allowance/out_of_home_care.yaml | 23 +++++++-- .../blind/married/one_blind.yaml | 19 ++++++- .../blind/married/two_blind.yaml | 19 ++++++- .../payment_standard/blind/single.yaml | 19 ++++++- .../payment_standard/dependent/amount.yaml | 19 ++++++- .../gov/states/ca/cdss/capi/ca_capi.yaml | 17 +++---- .../cdss/capi/ca_capi_payment_standard.yaml | 50 ++++++++----------- .../states/ca/cdss/capi/ca_capi_person.yaml | 39 +++++++++++++-- .../state_supplement/ca_state_supplement.yaml | 4 +- ...state_supplement_aged_disabled_amount.yaml | 9 ++-- .../ca_state_supplement_blind_amount.yaml | 3 +- .../ca_state_supplement_dependent_amount.yaml | 8 +-- .../ca_state_supplement_food_allowance.yaml | 9 ++-- ...pplement_medical_care_facility_amount.yaml | 2 +- ...ment_out_of_home_care_facility_amount.yaml | 3 +- .../ca/cdss/state_supplement/integration.yaml | 18 ++++--- .../ca/cdss/capi/_ca_capi_ssi_ssp_standard.py | 2 +- 23 files changed, 270 insertions(+), 84 deletions(-) diff --git a/changelog.d/ca-ssp-state-share-parameters.changed.md b/changelog.d/ca-ssp-state-share-parameters.changed.md index 36f96045bdf..5edc51c4683 100644 --- a/changelog.d/ca-ssp-state-share-parameters.changed.md +++ b/changelog.d/ca-ssp-state-share-parameters.changed.md @@ -1 +1 @@ -Store California's state supplement payment standards as state shares on top of the federal benefit rate, so the standards follow each federal cost-of-living adjustment. +Store California's state supplement payment standards as state shares on top of the federal benefit rate, so the standards follow each federal cost-of-living adjustment, and date the shares and food allowances from January 2013 using the levels SSA POMS lists for each year. diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/married.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/married.yaml index c0511459131..0af615d7c80 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/married.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/married.yaml @@ -14,9 +14,24 @@ metadata: href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California couple payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2b + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2b + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2b + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2b + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2b + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2b - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: 1991-01-01: 557 # $1,167 - $610 - # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. - 2025-01-01: 607.83 + # Shares for 1992 through 2012 are not added yet, so the 1991 share carries forward (issue 10480). + 2013-01-01: 396.2 + 2017-01-01: 407.14 + 2022-01-01: 504.64 + 2023-01-01: 556.62 + # The share holds for January 2024 through 2026, and CDSS projects it for January 2027. + 2024-01-01: 607.83 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/single.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/single.yaml index a29a24b54d5..8c9d863511a 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/single.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/aged_or_disabled/amount/single.yaml @@ -14,9 +14,24 @@ metadata: href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2a + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2a + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2a + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2a + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2a - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: 1991-01-01: 223 # $630 - $407 - # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. - 2025-01-01: 239.94 + # Shares for 1992 through 2012 are not added yet, so the 1991 share carries forward (issue 10480). + 2013-01-01: 156.4 + 2017-01-01: 160.72 + 2022-01-01: 199.21 + 2023-01-01: 219.73 + # The share holds for January 2024 through 2026, and CDSS projects it for January 2027. + 2024-01-01: 239.94 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/food/married.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/food/married.yaml index bcbb10ca8f8..b2eb8217807 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/food/married.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/food/married.yaml @@ -12,7 +12,23 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California couple payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2b + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2b + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2b + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2b + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2b values: 1991-01-01: 136 + # Allowances for 1992 through 2012 are not added yet, so the 1991 allowance carries forward (issue 10480). + 2013-01-01: 168 # $1,630.20 - $1,462.20 + 2017-01-01: 172.63 # $1,682.77 - $1,510.14 + 2022-01-01: 213.99 # $1,979.63 - $1,765.64 + 2023-01-01: 236.03 # $2,163.65 - $1,927.62 + 2024-01-01: 257.74 # $2,280.57 - $2,022.83 2025-01-01: 257.74 # $2,315.57 - $2,057.83 2026-01-01: 257.74 # $2,356.57 - $2,098.83 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/food/single.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/food/single.yaml index 955f20b272f..497ecfea87a 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/food/single.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/food/single.yaml @@ -12,7 +12,23 @@ metadata: href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2a + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2a + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2a + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2a + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2a values: 1991-01-01: 68 + # Allowances for 1992 through 2012 are not added yet, so the 1991 allowance carries forward (issue 10480). + 2013-01-01: 84 # $950.40 - $866.40 + 2017-01-01: 86.32 # $982.04 - $895.72 + 2022-01-01: 106.99 # $1,147.20 - $1,040.21 + 2023-01-01: 118.01 # $1,251.74 - $1,133.73 + 2024-01-01: 128.87 # $1,311.81 - $1,182.94 2025-01-01: 128.87 # $1,335.81 - $1,206.94 2026-01-01: 128.87 # $1,362.81 - $1,233.94 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/medical_care_facility.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/medical_care_facility.yaml index 817f4e7694a..1c71758d2ab 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/medical_care_facility.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/medical_care_facility.yaml @@ -14,9 +14,24 @@ metadata: href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2a + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2a + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2a + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2a + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2a - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: 1991-01-01: 12 # $42 - $30 - # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. - 2025-01-01: 32 + # Shares for 1992 through 2012 are not added yet, so the 1991 share carries forward (issue 10480). + 2013-01-01: 20 + 2017-01-01: 21 + 2022-01-01: 26 + 2023-01-01: 29 + # The share holds for January 2024 through 2026, and CDSS projects it for January 2027. + 2024-01-01: 32 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/out_of_home_care.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/out_of_home_care.yaml index e6e1f555c6f..a2734c8e466 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/out_of_home_care.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/allowance/out_of_home_care.yaml @@ -10,18 +10,33 @@ metadata: href: https://www.ssa.gov/pubs/EN-05-11125.pdf#page=2 - title: California Department of Social Services, SSI Total Monthly Payment Amounts 2026 href: https://cdss.ca.gov/Portals/13/SHD/ParaRegIndex/SSI%20Monthly%20Payment%20Amounts%202026.pdf - - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California couple payment levels - href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b + - title: SSA POMS SI 01415.058 - Federally Administered Optional Supplementary Payment Programs for January 2026, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a - title: California Department of Social Services, All County Information Notice I-59-25, CAPI payment standards for January 2026 href: https://cdss.ca.gov/Portals/9/Additional-Resources/Letters-and-Notices/ACINs/2025/I-59_25.pdf#page=5 - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2a + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2a + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2a + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2a + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2a - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: 1991-01-01: 302 # $709 - $407 + # Shares for 1992 through 2012 are not added yet, so the 1991 share carries forward (issue 10480). + 2013-01-01: 412 + 2017-01-01: 423.37 + 2022-01-01: 524.77 + 2023-01-01: 578.82 # SSA POMS, the CDSS 2026 May Revision and ACIN I-59-25 list $3,252.14 for couples, # twice the $1,626.07 individual rate (WIC 12200(g) sets the amount per recipient). # The CDSS monthly payment table and SSA pamphlet EN-05-11125 list $3,239.14. - # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. - 2025-01-01: 632.07 + # The share holds for January 2024 through 2026, and CDSS projects it for January 2027. + 2024-01-01: 632.07 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/one_blind.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/one_blind.yaml index 69fc3213546..e8a52566502 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/one_blind.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/one_blind.yaml @@ -14,9 +14,24 @@ metadata: href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California couple payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2b + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2b + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2b + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2b + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2b + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2b - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: 1991-01-01: 685 # $1,295 - $610 - # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. - 2025-01-01: 747.44 + # Shares for 1992 through 2012 are not added yet, so the 1991 share carries forward (issue 10480). + 2013-01-01: 487.2 + 2017-01-01: 500.65 + 2022-01-01: 620.55 + 2023-01-01: 684.47 + # The share holds for January 2024 through 2026, and CDSS projects it for January 2027. + 2024-01-01: 747.44 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/two_blind.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/two_blind.yaml index 1d712307fb9..f42b00b494e 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/two_blind.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/married/two_blind.yaml @@ -14,9 +14,24 @@ metadata: href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2b - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California couple payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2b + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2b + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2b + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2b + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2b + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California couple payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2b - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: 1991-01-01: 762 # $1,372 - $610 - # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. - 2025-01-01: 833.35 + # Shares for 1992 through 2012 are not added yet, so the 1991 share carries forward (issue 10480). + 2013-01-01: 543.2 + 2017-01-01: 558.19 + 2022-01-01: 691.88 + 2023-01-01: 763.14 + # The share holds for January 2024 through 2026, and CDSS projects it for January 2027. + 2024-01-01: 833.35 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/single.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/single.yaml index bea5dba376e..a67a2b4130a 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/single.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/blind/single.yaml @@ -14,9 +14,24 @@ metadata: href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2a + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2a + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2a + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2a + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2a - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: 1991-01-01: 297 # $704 - $407 - # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. - 2025-01-01: 324.32 + # Shares for 1992 through 2012 are not added yet, so the 1991 share carries forward (issue 10480). + 2013-01-01: 211.4 + 2017-01-01: 217.23 + 2022-01-01: 269.26 + 2023-01-01: 297 + # The share holds for January 2024 through 2026, and CDSS projects it for January 2027. + 2024-01-01: 324.32 diff --git a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/dependent/amount.yaml b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/dependent/amount.yaml index f34e974616c..cc9c52fc730 100644 --- a/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/dependent/amount.yaml +++ b/policyengine_us/parameters/gov/states/ca/cdss/state_supplement/payment_standard/dependent/amount.yaml @@ -14,9 +14,24 @@ metadata: href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415058#b2a - title: SSA POMS SI 01415.057 - Federally Administered Optional Supplementary Payment Programs for January 2025, California recipient payment levels href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415057#b2a + - title: SSA POMS SI 01415.056 - Federally Administered Optional Supplementary Payment Programs for January 2024, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056#b2a + - title: SSA POMS SI 01415.045 - Federally Administered Optional Supplementary Payment Programs for January 2013, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415045#b2a + - title: SSA POMS SI 01415.049 - Federally Administered Optional Supplementary Payment Programs for January 2017, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415049#b2a + - title: SSA POMS SI 01415.054 - Federally Administered Optional Supplementary Payment Programs for January 2022, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054#b2a + - title: SSA POMS SI 01415.055 - Federally Administered Optional Supplementary Payment Programs for January 2023, California recipient payment levels + href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415055#b2a - title: "California Department of Social Services, Local Assistance Estimates, 2026 May Revision reference documents, SSI/SSP Payment Standards #page 26-27" href: https://cdss.ca.gov/Portals/9/Additional-Resources/Fiscal-and-Financial-Information/LOcal-Assistance-Estimates/2026-27/Revisions/2026-may-revision-reference-documents.pdf#page=26 values: 1991-01-01: 92 # $499 - $407 - # The share holds for January 2025 and 2026, and CDSS projects it for January 2027. - 2025-01-01: 97.27 + # Shares for 1992 through 2012 are not added yet, so the 1991 share carries forward (issue 10480). + 2013-01-01: 63.4 + 2017-01-01: 65.15 + 2022-01-01: 80.75 + 2023-01-01: 89.07 + # The share holds for January 2024 through 2026, and CDSS projects it for January 2027. + 2024-01-01: 97.27 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi.yaml index 80c8606bc02..ef3534832d9 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi.yaml @@ -69,6 +69,7 @@ - name: Case 4, integration test, SSI eligible. period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -86,8 +87,8 @@ output: ssi: [11_316, 0] ca_state_supplement_dependent_amount: 0 - # 223 * 12, using the 1991 share (issue 10480). - ca_state_supplement: 2_676 + # 239.94 * 12. + ca_state_supplement: 2_879.28 ca_capi: 0 - name: Case 5, integration test, permanent resident without 40 SSI quarters. @@ -211,13 +212,11 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # The state share holds its 1991 value of 630 - 407 = 223 until 2025. CAPI - # equals SSI/SSP (WIC 18941), so the standard is 943 + 223 = 1,166 per - # month with no offset and no income; 1,166 x 12 = 13,992. This pins a - # known-low value: the published aged standard was 1,182.94 (POMS SI - # 01415.056); issue 10480 backfills the shares. - ca_capi_person: 13_992 - ca_capi: 13_992 + # CAPI equals SSI/SSP (WIC 18941), so the standard is 943 + 239.94 = + # 1,182.94 per month (POMS SI 01415.056) with no offset and no income; + # 1,182.94 x 12 = 14,195.28. + ca_capi_person: 14_195.28 + ca_capi: 14_195.28 - name: Case 9, integration test, aged permanent resident without 40 SSI quarters whose pension exceeds the CAPI standard. period: 2025 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_payment_standard.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_payment_standard.yaml index 5244a905307..cfdb38ae2fb 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_payment_standard.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_payment_standard.yaml @@ -335,12 +335,9 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # The state share holds its 1991 value of 630 - 407 = 223 until 2025. CAPI - # equals SSI/SSP (WIC 18941), so the standard is 943 + 223 = 1,166. This - # pins a known-low value: the published January 2024 aged standard is - # 943 + 239.94 = 1,182.94 (POMS SI 01415.056); issue 10480 backfills the - # shares. - ca_capi_payment_standard: 1_166 + # CAPI equals SSI/SSP (WIC 18941), so the standard is 943 + 239.94 = + # 1,182.94, the published January 2024 aged standard (POMS SI 01415.056). + ca_capi_payment_standard: 1_182.94 - name: Case 15, the 10 individual offset applies through May 2019 and ends in June 2019. period: 2019 @@ -357,14 +354,12 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # The state share holds its 1991 value of 223 until 2025, so the standard - # is 771 + 223 = 994. The actual 2019 SSI/SSP standard was 931.72 (ACIN - # I-23-19), so these are known-high values (issue 10480). This case pins - # only the offset boundary: 994 - 10 = 984 through May 2019 (MPP 49-050.11) - # and 994 - 0 = 994 from June 1, 2019 (WIC 18941). + # The 2019 standard is 771 + 160.72 = 931.72 (POMS SI 01415.051; ACIN + # I-23-19): 931.72 - 10 = 921.72 through May 2019 (MPP 49-050.11) and + # 931.72 from June 1, 2019 (WIC 18941). ca_capi_payment_standard: - 2019-05: 984 - 2019-06: 994 + 2019-05: 921.72 + 2019-06: 931.72 - name: Case 16, CAPI couple, the 20 couple offset applies through May 2019 and ends in June 2019. period: 2019 @@ -388,12 +383,12 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # Couple standard 1,157 + 557 = 1,714, using the 1991 share (issue 10480). - # May: (1,714 - 20) / 2 = 847 each (MPP 49-050.12). - # June: 1,714 / 2 = 857 each (WIC 18941). + # Couple standard 1,157 + 407.14 = 1,564.14 (POMS SI 01415.051). + # May: (1,564.14 - 20) / 2 = 772.07 each (MPP 49-050.12). + # June: 1,564.14 / 2 = 782.07 each (WIC 18941). ca_capi_payment_standard: - 2019-05: [847, 847] - 2019-06: [857, 857] + 2019-05: [772.07, 772.07] + 2019-06: [782.07, 782.07] - name: Case 17, mixed couple, the 10 mixed-couple offset applies through May 2019 and ends in June 2019. period: 2019 @@ -417,11 +412,11 @@ living_arrangements_allow_for_food_preparation: true output: # The citizen is paid SSI, so the CAPI member takes the couple standard - # 1,157 + 557 = 1,714, using the 1991 share (issue 10480). May: 1,714 - 10 - # = 1,704 (MPP 49-050.13). June: 1,714 (WIC 18941). + # 1,157 + 407.14 = 1,564.14 (POMS SI 01415.051). May: 1,564.14 - 10 = + # 1,554.14 (MPP 49-050.13). June: 1,564.14 (WIC 18941). ca_capi_payment_standard: - 2019-05: [0, 1_704] - 2019-06: [0, 1_714] + 2019-05: [0, 1_554.14] + 2019-06: [0, 1_564.14] - name: Case 18, 2024 CAPI couple standard adds the state share to the couple federal benefit rate. period: 2024-01 @@ -445,9 +440,9 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # (1,415 + 557) / 2 = 986 each, using the 1991 share. A known-low value: - # the published 2024 couple standard is higher (issue 10480). - ca_capi_payment_standard: [986, 986] + # (1,415 + 607.83) / 2 = 1,011.415 each; the published January 2024 couple + # standard is 2,022.83 (POMS SI 01415.056). + ca_capi_payment_standard: [1_011.415, 1_011.415] - name: Case 19, 2024 out-of-home care standard adds the state share to the federal benefit rate. period: 2024-01 @@ -465,9 +460,8 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # 943 + 302 = 1,245, using the 1991 share of 709 - 407. A known-low value: - # POMS SI 01415.056 gives 1,575.07 (issue 10480). - ca_capi_payment_standard: 1_245 + # 943 + 632.07 = 1,575.07 (POMS SI 01415.056). + ca_capi_payment_standard: 1_575.07 - name: Case 20, CAPI couple with one spouse in a Title XIX facility is computed as two individuals. period: 2026-01 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_person.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_person.yaml index df21eae046a..5d896e48077 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_person.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/capi/ca_capi_person.yaml @@ -350,12 +350,13 @@ state_code: CA living_arrangements_allow_for_food_preparation: true output: - # Standards 771 + 223 = 994 and 1,157 + 557 = 1,714, using the 1991 shares - # (issue 10480). Federal min(771, 1,157 - 207.50) = 771; state min(223, - # 557) = 223. May: 994 - 10 = 984 (MPP 49-050.11); June: 994 (WIC 18941). + # Standards 771 + 160.72 = 931.72 and 1,157 + 407.14 = 1,564.14 (POMS SI + # 01415.051). Federal min(771, 1,157 - 207.50) = 771; state min(160.72, + # 407.14) = 160.72. May: 931.72 - 10 = 921.72 (MPP 49-050.11); June: 931.72 + # (WIC 18941). ca_capi_person: - 2019-05: [984, 0] - 2019-06: [994, 0] + 2019-05: [921.72, 0] + 2019-06: [931.72, 0] - name: Case 11, mixed couple where the SSI/SSP spouse has the income subtracts the couple's income. period: 2026-01 @@ -603,3 +604,31 @@ # state min(239.94, 607.83) = 239.94; 533.50 + 239.94 = 773.44. ca_capi_payment_standard: [1_233.94, 0] ca_capi_person: [773.44, 0] + +- name: Case 19, June 2019 pension income above the 931.72 standard leaves no CAPI. + period: 2019-06 + absolute_error_margin: 0.01 + input: + people: + person1: + age: + 2019: 70 + immigration_status: + 2019: LEGAL_PERMANENT_RESIDENT + ssi_qualifying_quarters_earnings: + 2019: 39 + taxable_private_pension_income: + 2019: 12_000 + households: + household: + members: [person1] + state_code: + 2019: CA + living_arrangements_allow_for_food_preparation: + 2019: true + output: + # Countable income is 1,000 - 20 = 980, above the 2019 standard of + # 771 + 160.72 = 931.72 (POMS SI 01415.051). + ssi_countable_income: 980 + ca_capi_payment_standard: 931.72 + ca_capi_person: 0 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement.yaml index ac94346a23d..e83be2284e8 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement.yaml @@ -38,8 +38,8 @@ living_arrangements_allow_for_food_preparation: true output: ca_state_supplement_eligible_person: true - # (943 + 223) * 12 - 3,458.28; the 223 share dates from 1991 (issue 10480). - ca_state_supplement: 10_533.72 + # (943 + 239.94) * 12 - 3,458.28. + ca_state_supplement: 10_737 # 2026: federal SSI is $994 (individual) and $1,491 (couple); the California # payment standard is $1,233.94 (individual) and $2,098.83 (couple), per CDSS, diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_aged_disabled_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_aged_disabled_amount.yaml index 780bb774806..851bae1877d 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_aged_disabled_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_aged_disabled_amount.yaml @@ -1,5 +1,6 @@ - name: Single aged parent, blind period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -17,10 +18,11 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_aged_disabled_amount: 13_992 # (943 + 223) * 12 + ca_state_supplement_aged_disabled_amount: 14_195.28 # (943 + 239.94) * 12 - name: Married couple, aged and disabled period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -44,10 +46,11 @@ members: [person1, person2, person3] state_code: CA output: - ca_state_supplement_aged_disabled_amount: 23_664 # (1,415 + 557) * 12 + ca_state_supplement_aged_disabled_amount: 24_273.96 # (1,415 + 607.83) * 12 - name: Married couple, only one aged and disabled period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -68,4 +71,4 @@ members: [person1, person2, person3] state_code: CA output: - ca_state_supplement_aged_disabled_amount: 13_992 # (943 + 223) * 12 + ca_state_supplement_aged_disabled_amount: 14_195.28 # (943 + 239.94) * 12 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_blind_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_blind_amount.yaml index 6ef18226143..b2f20a1a314 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_blind_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_blind_amount.yaml @@ -1,5 +1,6 @@ - name: Married couple, one blind period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -22,4 +23,4 @@ members: [person1, person2, person3] state_code: CA output: - ca_state_supplement_blind_amount: 26_124 # (1,415 + 762) * 12 + ca_state_supplement_blind_amount: 26_980.2 # (1,415 + 833.35) * 12 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_dependent_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_dependent_amount.yaml index 7937d649eab..2768c18560c 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_dependent_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_dependent_amount.yaml @@ -1,5 +1,6 @@ - name: One eligible dependent period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -18,10 +19,11 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_dependent_amount: 12_420 # (943 + 92) * 12 + ca_state_supplement_dependent_amount: 12_483.24 # (943 + 97.27) * 12 - name: One eligible dependent, one ineligible period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -44,7 +46,7 @@ members: [person1, person2, person3] state_code: CA output: - ca_state_supplement_dependent_amount: 12_420 # (943 + 92) * 12 + ca_state_supplement_dependent_amount: 12_483.24 # (943 + 97.27) * 12 - name: Case 3, SSI disability criteria qualify a dependent. period: 2024 @@ -67,7 +69,7 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_dependent_amount: 12_420 # (943 + 92) * 12 + ca_state_supplement_dependent_amount: 12_483.24 # (943 + 97.27) * 12 - name: Case 4, disabled noncitizen child who fails SSI's noncitizen test gets CAPI, not the state supplement. period: 2026-01 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_food_allowance.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_food_allowance.yaml index 46571ae1c7b..adc38888fa3 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_food_allowance.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_food_allowance.yaml @@ -1,5 +1,6 @@ - name: Married couple, one person aged period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -18,7 +19,7 @@ state_code: CA living_arrangements_allow_for_food_preparation: false output: - ca_state_supplement_food_allowance: 816 + ca_state_supplement_food_allowance: 1_546.44 # 128.87 * 12 - name: Married couple, one person aged, not eligible period: 2024 @@ -66,6 +67,7 @@ - name: Married couple, both disabled period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -87,17 +89,18 @@ state_code: CA living_arrangements_allow_for_food_preparation: false output: - ca_state_supplement_food_allowance: 1_632 + ca_state_supplement_food_allowance: 3_092.88 # 257.74 * 12 - name: Eligible married household with two aged or disabled people period: 2024 + absolute_error_margin: 0.01 input: ca_state_supplement_food_allowance_eligible: true spm_unit_is_married: true ca_state_supplement_aged_disabled_count: 2 state_code: CA output: - ca_state_supplement_food_allowance: 1_632 + ca_state_supplement_food_allowance: 3_092.88 # 257.74 * 12 - name: 2026 couple of an aged person and a blind person under 65 without cooking facilities gets no food allowance period: 2026-01 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_medical_care_facility_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_medical_care_facility_amount.yaml index 54788888e2d..19ce2b87085 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_medical_care_facility_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_medical_care_facility_amount.yaml @@ -16,7 +16,7 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_medical_care_facility_amount: 504 + ca_state_supplement_medical_care_facility_amount: 744 # (30 + 32) * 12 - name: Nobody in medical care facility period: 2024 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml index 5c6fdf4e4c2..fa0f90571eb 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/ca_state_supplement_out_of_home_care_facility_amount.yaml @@ -1,5 +1,6 @@ - name: One person in out of home care facility period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -16,7 +17,7 @@ members: [person1, person2] state_code: CA output: - ca_state_supplement_out_of_home_care_facility_amount: 6_216 # (2 * (943 + 302) - (1,415 + 557)) * 12 + ca_state_supplement_out_of_home_care_facility_amount: 13_527.72 # (2 * (943 + 632.07) - (1,415 + 607.83)) * 12 - name: Nobody in out of home care facility period: 2024 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/integration.yaml b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/integration.yaml index d202e2a2cf2..24e257f8b2e 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/integration.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ca/cdss/state_supplement/integration.yaml @@ -1,5 +1,6 @@ - name: Single blind parent with non eligible dependent child period: 2024 + absolute_error_margin: 0.01 input: people: person1: @@ -17,11 +18,12 @@ members: [person1, person2] state_code: CA output: - # (943 + 297) * 12; the 297 share dates from 1991 (issue 10480). - ca_state_supplement_payment_standard: 14_880 + # (943 + 324.32) * 12. + ca_state_supplement_payment_standard: 15_207.84 - name: Married household with one blind and one disabled person, with a disabled dependent child, no food preparation and spouse in out of home care period: 2024-01 + absolute_error_margin: 0.01 input: people: person1: @@ -50,12 +52,12 @@ living_arrangements_allow_for_food_preparation: false output: # Both spouses are aged, so the couple takes the higher of the one-blind - # rate, 1,415 + 685 = 2,100, and the aged couple amount with the food - # allowance, 1,415 + 557 + 136 = 2,108 (WIC 12200(b), (d), (e)). The - # dependent amount is 943 + 92 = 1,035 and the out-of-home care amount is - # 2 * (943 + 302) - (1,415 + 557) = 518. The shares date from 1991 (issue - # 10480): 2,108 + 1,035 + 518 = 3,661. - ca_state_supplement_payment_standard: 3_661 + # rate, 1,415 + 747.44 = 2,162.44, and the aged couple amount with the food + # allowance, 1,415 + 607.83 + 257.74 = 2,280.57 (WIC 12200(b), (d), (e)). The + # dependent amount is 943 + 97.27 = 1,040.27 and the out-of-home care amount + # is 2 * (943 + 632.07) - (1,415 + 607.83) = 1,127.31: + # 2,280.57 + 1,040.27 + 1,127.31 = 4,448.15. + ca_state_supplement_payment_standard: 4_448.15 - name: Case A ,single disabled parent with non eligible dependent child. period: 2025-01 diff --git a/policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py b/policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py index acb10c1178f..a09c2ff610f 100644 --- a/policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py +++ b/policyengine_us/variables/gov/states/ca/cdss/capi/_ca_capi_ssi_ssp_standard.py @@ -110,7 +110,7 @@ def ca_capi_ssi_ssp_standard(person, period, parameters): max_(two_blind, one_blind), aged_or_disabled_couple ) - # NOTE: the state shares before 2025 are the 1991 totals in WIC 12200 less + # NOTE: the state shares before 2013 are the 1991 totals in WIC 12200 less # the 1991 federal rates (issue 10480). individual = select( [medical_facility, out_of_home_care],