Add Washington State Supplementary Payment (SSP)#8157
Add Washington State Supplementary Payment (SSP)#8157hua7450 wants to merge 11 commits intoPolicyEngine:mainfrom
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Closes PolicyEngine#1009 Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
State Supplementary Payment for SSI recipients in Washington (DSHS, state-administered). Two-rate flat structure: STANDARD ($35.50 since 2024-04-01) for aged/blind/disabled/ineligible-spouse, MEDICAL_INSTITUTION ($70 since 2023-12-28) for Title XIX residents. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Codecov Report✅ All modified and coverable lines are covered by tests. Additional details and impacted files@@ Coverage Diff @@
## main #8157 +/- ##
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- Coverage 100.00% 88.88% -11.12%
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Files 2 3 +1
Lines 35 54 +19
Branches 0 2 +2
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+ Hits 35 48 +13
- Misses 0 6 +6
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- Backdate $70 medical-institution rate from 2023-12-28 to 2023-07-01 (operational date per emergency rule WSR 23-14-065, driven by HB 1128; WSR 23-24-009 is the permanent codification at 2023-12-28). - Correct subsection citation in disabled_category/in_effect.yaml from WAC 388-474-0012(5) to (2)(e) — the rule has only top-level (1) and (2) with categories at (2)(a)-(h). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Backdate disabled-category in_effect from 2023-12-28 to 2023-07-01 to match the medical-institution rate backdate from round 1. WSR 23-14-065 (emergency, eff. 2023-07-01) added the (2)(e) standalone disabled qualifying category and the (2)(h) medical-institution category in the same rule that raised the medical-institution rate per HB 1128. Round 1 applied the backdate to amount.yaml but missed in_effect.yaml. Also update the stale (5) subsection comment in wa_ssp_payment_category.py to (2)(e) so it matches the corrected parameter citation. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Captures generalized rules from /encode-policy-v2 run for WA SSP: - Emergency vs permanent WSR effective dates - Subsection citation verification against rule structure - Holistic backdate application across related parameters - Cross-reference alignment when fixing citations Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The medical institution rate has annual COLA from 2024-01-01 forward (73.20 in 2024, 75.78 in 2025, 78.74 in 2026). Update Case 8 in edge_cases.yaml and Case 6 in integration.yaml to expect 75.78 at 2025-01 instead of the pre-COLA 70 value. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
References & metadata - amount.yaml: drop redundant "monthly"; cite WAC 388-478-0055 with subsections (2)(a) STANDARD / (2)(c) MEDICAL_INSTITUTION; add WAC 388-478-0057 (COLA-adjustment authority); annotate HCA Income Standards PDFs with "(see institutional PNA table)"; document the PNA-pegging formula in the description. - disabled_category/in_effect.yaml: reframe WSR 23-14-065 (emergency, 2023-07-01) as primary authority; WSR 23-24-009 as permanent successor. - programs.yaml: WA SSP status changed from `complete` to `partial`; notes list unmodeled (2)(b) grandfathered MIL, (2)(f) DDA/PVL, (2)(g) BRS foster-child paths. Documentation - wa_ssp.py: add 7-line comment in formula explaining MEDICAL_INSTITUTION rate from 2023-07-01 = WA Apple Health institutional PNA per WAC 182-513-1105(5) minus $30 federal SSI institutional PNA, with annual SSA COLA from 2024-01-01 per WAC 388-478-0057. - wa_ssp_payment_category.py: brief pointer above MEDICAL_INSTITUTION enum value. Tests (8 new cases) - edge_cases.yaml: couple both in MED_INST; disabled in MED_INST post-2023-07-01. - wa_ssp.yaml: 2017 historical period; 2026 STANDARD rate. - wa_ssp_payment_category.yaml: aged 64 vs 65 boundary; living-arrangement enum coverage (codes A/B/C combined since indistinguishable through boolean-flag inputs, code D separate). 49/49 WA SSP tests pass (was 41). 231 WA tests pass. Format clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Fixes Applied —
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Summary
Implements Washington's State Supplementary Payment (SSP) — flat-rate state cash supplement on top of federal SSI for aged, blind, disabled, and ineligible-spouse recipients, plus a separate medical-institution rate.
Closes #1009
Regulatory Authority
Program Overview
Eligibility
is_ssi_eligiblessi > 0defined_for = StateCode.WAwa_ssp_payment_category != NONEis_ssi_aged-> STANDARDis_blind-> STANDARDis_ssi_disabledgated byeligibility/disabled_category/in_effect.yaml-> STANDARDis_ssi_eligible-> STANDARDssi_federal_living_arrangement == MEDICAL_TREATMENT_FACILITY-> MEDICAL_INSTITUTIONBenefit Amounts (WAC 388-478-0055)
Couple treatment: individual rate per person — no couple reduction; each eligible spouse independently receives the per-category rate (confirmed by SSA 2011 State Assistance Programs report Table 1 for Washington).
COLA / institutional-PNA pegging: From 2023-07-01 forward, the MEDICAL_INSTITUTION rate equals the WA Apple Health institutional Personal Needs Allowance (PNA) under WAC 182-513-1105(5) minus the $30 federal SSI institutional PNA. The institutional PNA increases annually by SSA COLA from 2024-01-01 per WAC 388-478-0057, so the SSP rate uprates accordingly. Future maintainers updating the rate should consult HCA Apple Health Income Standards rather than apply a mechanical SSA-COLA to $70. Standard rate has historically been adjusted (often reduced) under WAC 388-478-0057 to keep total SSP spending flat as caseload grows.
Not Modeled (by design)
Files
Also modified:
policyengine_us/variables/household/income/spm_unit/spm_unit_benefits.py(addedwa_sspto BENEFITS)policyengine_us/parameters/gov/household/household_state_benefits.yaml(addedwa_sspin 2023 and 2024 sections)policyengine_us/programs.yaml(added WA entry underssi_state_supplement.state_implementations)Verification (resolved by /review-program)
Test plan
wa_sspamount by category and date (wa_ssp.yaml)wa_ssp_payment_categoryderivation across all categories and pre/post-2023-07-01 disabled gating (wa_ssp_payment_category.yaml)integration.yaml)edge_cases.yaml,wa_ssp.yaml,wa_ssp_payment_category.yaml)Requirements Coverage
wa_ssp.py,wa_ssp_payment_category.py(defined_for=StateCode.WA)integration.yamlCase 8;edge_cases.yamlCase 12wa_ssp_payment_category.py(is_ssi_eligible)wa_ssp_payment_category.yaml"Not SSI eligible -> NONE"ssi > 0)wa_ssp_payment_category.py(person("ssi", period) > 0)wa_ssp_payment_category.yaml"SSI eligible but not actually receiving SSI";edge_cases.yamlCase 11wa_ssp_payment_category.pyselect brancheswa_ssp_payment_category.yaml(all categories)wa_ssp_payment_category.py(is_ssi_aged)wa_ssp_payment_category.yaml"Aged SSI recipient -> STANDARD";integration.yamlCase 1wa_ssp_payment_category.py(is_blind)wa_ssp_payment_category.yaml"Blind -> STANDARD";integration.yamlCase 2eligibility/disabled_category/in_effect.yaml(false -> true 2023-07-01 per WSR 23-14-065 emergency rule, permanent via WSR 23-24-009)wa_ssp_payment_category.py(gatedis_ssi_disabled)wa_ssp_payment_category.yaml"Disabled-only before/after 2023-07-01";integration.yamlCases 3+4;edge_cases.yamlCases 1+2wa_ssp_payment_category.py(marital_unit detection)wa_ssp_payment_category.yaml"ineligible spouse -> STANDARD";integration.yamlCase 4;edge_cases.yamlCase 10wa_ssp_payment_category.py(ssi_federal_living_arrangement == MEDICAL_TREATMENT_FACILITY)wa_ssp_payment_category.yaml"medical institution";integration.yamlCase 6;edge_cases.yamlCases 5/6/8/13/14/15amount.yamlSTANDARD breakpointswa_ssp.pyformulawa_ssp.yaml;edge_cases.yamlCases 3/4/7amount.yamlMEDICAL_INSTITUTION breakpoints (2024+ from HCA institutional PNA − $30)wa_ssp.pyformulawa_ssp.yaml;edge_cases.yamlCases 5/6/13/14/15amount.yaml(single per-category rate)wa_ssp.py(no couple aggregation)edge_cases.yamlCase 9;integration.yamlCase 5is_ssi_eligible == False-> NONE categorywa_ssp_payment_category.yaml"ineligible spouse" output[STANDARD, NONE]wa_ssp_payment_category.pyviassi_federal_living_arrangementenumwa_ssp_payment_category.yaml;edge_cases.yamlmedical-institution casesdefinition_period = MONTHamount.yamlperiod: monthwa_ssp.py,wa_ssp_payment_category.py(MONTH)period: YYYY-MMwa_sspinspm_unit_benefits.pyBENEFITSspm_unit_benefits.pyBENEFITS listwa_sspinhousehold_state_benefits.yaml(2023 + 2024)household_state_benefits.yaml2023 + 2024 sectionsprograms.yamlssi_state_supplement.state_implementationsprograms.yaml(status: partial — modeled (2)(a)/(2)(c) tracks; (2)(b) grandfathered MIL, (2)(f) DDA/PVL, (2)(g) BRS foster-child paths unmodeled)Historical Notes
Standard-rate timeline (per WAC 388-478-0055 amendment history):
Notes:
eligibility/disabled_category/in_effect.yamlparameter (false → true at 2023-07-01) so pre-2023-07-01 periods correctly exclude disabled-only recipients. WSR 23-24-009 made these changes permanent effective 2023-12-28.