Add federal SSI living arrangement classification and ISM/PMV framework

changelog.d/ssi-federal-living-arrangement.added.md

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+Add federal SSI living arrangement statuses and ISM/PMV framework.

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

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+description: SSA sets this amount as the monthly federal SSI payment for an eligible individual residing in a medical treatment facility where Medicaid pays more than half the cost of care.
+
+values:
+  1975-01-01: 25
+  1988-07-01: 30
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: SSI medical treatment facility monthly payment
+  reference:
+    - title: 42 U.S.C. § 1382(e)(1)(A) - Amount of benefits for individuals in medical treatment facilities
+      href: https://www.law.cornell.edu/uscode/text/42/1382#e_1_A
+    - title: 20 CFR § 416.414 - Amount of benefits; eligible individual or eligible couple in a medical treatment facility
+      href: https://www.law.cornell.edu/cfr/text/20/416.414

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

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+description: SSA reduces this share of the federal benefit rate for SSI recipients living in another person's household under the one-third reduction rule.
+
+values:
+  1975-01-01: 0.333333333
+
+metadata:
+  unit: /1
+  period: year
+  label: SSI one-third reduction rate
+  reference:
+    - title: 42 U.S.C. § 1382a(a)(2)(A)(i) - One-third reduction in lieu of counting in-kind support and maintenance
+      href: https://www.law.cornell.edu/uscode/text/42/1382a#a_2_A_i
+    - title: 20 CFR § 416.1131 - The one-third reduction rule
+      href: https://www.law.cornell.edu/cfr/text/20/416.1131

policyengine_us/parameters/gov/ssa/ssi/income/ism/food_counts.yaml

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+description: SSA uses this indicator to determine whether food counts in SSI in-kind support and maintenance calculations.
+
+values:
+  1975-01-01: true
+  2024-10-01: false
+
+metadata:
+  unit: bool
+  period: month
+  label: SSI ISM food counts
+  reference:
+    - title: 20 CFR § 416.1130 - Introduction to in-kind support and maintenance (as amended)
+      href: https://www.law.cornell.edu/cfr/text/20/416.1130
+    - title: 89 FR 21199 - Omitting Food from In-Kind Support and Maintenance Calculations
+      href: https://www.federalregister.gov/documents/2024/03/27/2024-06464/omitting-food-from-in-kind-support-and-maintenance-calculations

policyengine_us/parameters/gov/ssa/ssi/income/ism/pmv_fbr_fraction.yaml

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+description: SSA uses this share of the federal benefit rate in calculating the presumed maximum value of in-kind support and maintenance.
+
+values:
+  1975-01-01: 0.333333333
+
+metadata:
+  unit: /1
+  period: year
+  label: SSI presumed maximum value FBR fraction
+  reference:
+    - title: 20 CFR § 416.1140 - The presumed value rule
+      href: https://www.law.cornell.edu/cfr/text/20/416.1140
+    - title: POMS SI 00835.300 - Presumed Maximum Value (PMV) Rule
+      href: https://secure.ssa.gov/apps10/poms.nsf/lnx/0500835300

policyengine_us/tests/policy/baseline/gov/ssa/ssi/eligibility/income/ism/ssi_in_kind_support_and_maintenance.yaml

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+- name: Case 1, own household without shelter support has zero ISM.
+  period: 2025
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+  output:
+    ssi_in_kind_support_and_maintenance: 0
+
+- name: Case 2, own household with outside shelter support triggers PMV.
+  period: 2025
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_receives_outside_shelter_support: true
+  output:
+    # PMV monthly = (1/3 x 967) + 20 = 322.33 + 20 = 342.33
+    # PMV annual = 342.33 x 12 = 4_108
+    ssi_in_kind_support_and_maintenance: 4_108
+
+- name: Case 3, own household with in-household shelter support triggers PMV.
+  period: 2025
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_receives_shelter_from_others_in_household: true
+        # Not in another's household, so not Status B
+  output:
+    # PMV monthly = (1/3 x 967) + 20 = 342.33
+    # PMV annual = 342.33 x 12 = 4_108
+    ssi_in_kind_support_and_maintenance: 4_108
+
+- name: Case 4, another person's household has zero ISM (VTR is an FBR adjustment, not income).
+  period: 2025
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+  output:
+    ssi_in_kind_support_and_maintenance: 0
+
+- name: Case 5, medical treatment facility has zero ISM.
+  period: 2025
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+  output:
+    ssi_in_kind_support_and_maintenance: 0

policyengine_us/tests/policy/baseline/gov/ssa/ssi/eligibility/status/ssi_federal_living_arrangement.yaml

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+- name: Case 1, single disabled adult defaults to own household.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+  output:
+    ssi_federal_living_arrangement: OWN_HOUSEHOLD
+
+- name: Case 2, medical treatment facility with Medicaid.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+  output:
+    ssi_federal_living_arrangement: MEDICAL_TREATMENT_FACILITY
+
+- name: Case 3, medical facility without Medicaid paying majority defaults to A.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: false
+  output:
+    ssi_federal_living_arrangement: OWN_HOUSEHOLD
+
+- name: Case 4, another person's household with shelter and all meals.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+  output:
+    ssi_federal_living_arrangement: ANOTHER_PERSONS_HOUSEHOLD
+
+- name: Case 5, another person's household but no meals paid defaults to A.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: false
+  output:
+    ssi_federal_living_arrangement: OWN_HOUSEHOLD
+
+- name: Case 6, another person's household but no shelter defaults to A.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: false
+        ssi_others_pay_all_meals: true
+  output:
+    ssi_federal_living_arrangement: OWN_HOUSEHOLD
+
+- name: Case 7, child in parental household with ineligible parent.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 30
+      person2:
+        age: 10
+        is_disabled: true
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+  output:
+    ssi_federal_living_arrangement: [OWN_HOUSEHOLD, CHILD_IN_PARENTAL_HOUSEHOLD]
+
+- name: Case 8, child with two eligible parents is not child in parental household.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 30
+        is_disabled: true
+        is_tax_unit_head: true
+      person2:
+        age: 28
+        is_disabled: true
+        is_tax_unit_spouse: true
+      person3:
+        age: 10
+        is_disabled: true
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+  output:
+    # Both parents are ABD, so neither is an "ineligible parent"
+    # Child defaults to A (parental deeming does not apply)
+    ssi_federal_living_arrangement: [OWN_HOUSEHOLD, OWN_HOUSEHOLD, OWN_HOUSEHOLD]
+
+- name: Case 9, D takes priority over C for child in medical facility.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 30
+      person2:
+        age: 10
+        is_disabled: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+  output:
+    ssi_federal_living_arrangement: [OWN_HOUSEHOLD, MEDICAL_TREATMENT_FACILITY]
+
+- name: Case 10, D takes priority over B.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+  output:
+    ssi_federal_living_arrangement: MEDICAL_TREATMENT_FACILITY
+
+- name: Case 11, age 18 non-student with ineligible parent is not child in parental household.
+  period: 2025
+  input:
+    people:
+      person1:
+        age: 40
+      person2:
+        age: 18
+        is_disabled: true
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+  output:
+    ssi_federal_living_arrangement: [OWN_HOUSEHOLD, OWN_HOUSEHOLD]

policyengine_us/tests/policy/baseline/gov/ssa/ssi/ssi_amount_if_eligible.yaml

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         members: [person1, person2, person3]
   output:
     ssi_amount_if_eligible: [725, 725, 967]
+
+- name: Case D, another person's household one-third reduction.
+  period: 2025-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: true
+        ssi_others_pay_all_meals: true
+    households:
+      household:
+        members: [person1]
+  output:
+    # Individual FBR = 967, VTR = 967 * 1/3 = 322.33
+    # Reduced FBR = 967 - 322.33 = 644.67
+    ssi_amount_if_eligible: 644.67
+
+- name: Case E, medical treatment facility individual.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+    households:
+      household:
+        members: [person1]
+  output:
+    ssi_amount_if_eligible: 30
+
+- name: Case F, couple both in medical treatment facility.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        is_tax_unit_head: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+      person2:
+        age: 38
+        is_disabled: true
+        is_tax_unit_spouse: true
+        ssi_lives_in_medical_treatment_facility: true
+        ssi_medicaid_pays_majority_of_care: true
+    households:
+      household:
+        members: [person1, person2]
+  output:
+    # Both in facility: each gets $30/month
+    ssi_amount_if_eligible: [30, 30]
+
+- name: Case G, another person's household with no shelter means no VTR (stays own household).
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+        ssi_lives_in_another_persons_household: true
+        ssi_receives_shelter_from_others_in_household: false
+        ssi_others_pay_all_meals: true
+    households:
+      household:
+        members: [person1]
+  output:
+    # Not another person's household (no shelter), defaults to own household, full FBR
+    ssi_amount_if_eligible: 967
+
+- name: Case H, default inputs give own household with full FBR.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 40
+        is_disabled: true
+    households:
+      household:
+        members: [person1]
+  output:
+    ssi_amount_if_eligible: 967