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Implement Florida State Supplementary Payment (SSP)#7891

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Implement Florida State Supplementary Payment (SSP)#7891
hua7450 wants to merge 5 commits intoPolicyEngine:mainfrom
hua7450:fl-ssp

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@hua7450 hua7450 commented Mar 26, 2026 •
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Summary

Implements Florida's Optional State Supplementation (OSS) -- state supplement for SSI recipients in licensed residential care facilities.

Closes #7890

Regulatory Authority

Program Overview

  • Administration: State-administered by FL Department of Children and Families (DCF)
  • Funding: State funds
  • Current caseload: ~13,160 recipients (SSA 2011 report)

Eligibility

Requirement Source How Modeled
Aged 65+ OR 18+ blind/disabled per Title XVI FAC 65A-2.032(1)(a)-(b) is_ssi_eligible (checks aged/blind/disabled + resources + immigration)
Must actually receive SSI (Group 1) or have income <= income standard (Group 2) FAC 65A-2.033(1)-(2) uncapped_ssi > 0 for Group 1; ssi_countable_income <= fl_oss_income_standard for Group 2
Florida resident FAC 65A-2.032(1)(c) defined_for = StateCode.FL
US citizen or qualified noncitizen FAC 65A-2.032(1)(d) Via is_ssi_eligible (checks immigration)
Assets within SSI limits ($2K/$3K) FAC 65A-2.032(1)(f) Via is_ssi_eligible (checks meets_ssi_resource_test)
Must reside in licensed ALF, AFCH, or MHRTF FAC 65A-2.032(1)(g) fl_oss_facility_type input enum (NONE = ineligible)
Income exclusions follow federal SSI rules FAC 65A-2.035 Reuses ssi_countable_income

Benefit Amounts (DCF Appendix A-12, Jan 2026)

Two program tracks with different rates:

Provider Rates (FBR + fixed offset)

Track Individual Couple (2*I - $97)
Redesign (ALF/AFCH/RTF w/ ACS) $994 + $24.40 = $1,018.40 2 * $1,018.40 - $97 = $1,939.80
Protected (RTF w/o ACS + Gap) $994 + $185.00 = $1,179.00 2 * $1,179 - $97 = $2,261.00

Personal Needs Allowance (PNA)

Period Amount Source
2011-01-01 to 2024-06-30 $54/person/month SSA 2011 report
2024-07-01 onward $160/person/month HB 5001, Appendix A-12

Max OSS Caps (frozen)

Track Individual Couple
Redesign $184.40 $386.80
Protected $345.00 $690.00

Couple treatment: Couple provider rate = 2 * individual rate - $97; each person receives half the couple benefit.

COLA: Automatic via SSI FBR + fixed offset mechanism. The offsets ($24.40, $185.00) and max OSS caps are frozen; only the FBR component changes with annual COLA.

Formula: OSS = min(max(0, provider_rate + PNA - countable_income), max_oss)

Income Standards (for Group 2 eligibility)

Track Formula
Redesign Provider rate + $54
Protected Provider rate (no PNA offset)

Not Modeled (by design)

What Source Why Excluded
Must apply for all other benefits FAC 65A-2.032(1)(h) Administrative/procedural, not simulatable
Historical AABD recipients (Coverage Group 3) FAC 65A-2.033(3) Grandfathered since Dec 1973, no new entrants
Lost-OSS-due-to-income group (Coverage Group 4) FAC 65A-2.033(4) Transitional status, requires enrollment history
Medicaid facility $5/$10 PNA historical SSA 2011 report Discontinued in current program
Third-party supplementation (up to 4x rate) F.S. 409.212 Provider-side payment, not individual benefit
Estate recovery provisions SSA 2011 report Post-death administrative process
State-specific income exclusions (F.S. 409.212(5)) FAC 65A-2.035 Appear to mirror federal SSI exclusions; ssi_countable_income used

Files

parameters/gov/states/fl/dcf/oss/
  pna.yaml
  couple_provider_rate_reduction.yaml
  redesign/
    provider_rate_offset.yaml
    income_standard_pna_offset.yaml
    max_oss/
      individual.yaml
      couple.yaml
  protected/
    provider_rate_offset.yaml
    max_oss/
      individual.yaml
      couple.yaml

variables/gov/states/fl/dcf/oss/
  fl_oss.py                    # Final payment formula
  fl_oss_eligible.py           # Eligibility (Group 1 + Group 2)
  fl_oss_facility_type.py      # Input enum: ALF, AFCH, MHRTF, NONE
  fl_oss_program_track.py      # Input enum: REDESIGN, PROTECTED, NONE
  fl_oss_provider_rate.py      # Provider rate (FBR + offset, couple formula)
  fl_oss_income_standard.py    # Income standard for Group 2 eligibility
  fl_oss_max_oss.py            # Max OSS cap by track and claim type

tests/policy/baseline/gov/states/fl/dcf/oss/
  fl_oss.yaml                  # 7 payment tests
  fl_oss_eligible.yaml         # 6 eligibility tests
  fl_oss_provider_rate.yaml    # 5 provider rate tests
  fl_oss_max_oss.yaml          # 4 max OSS tests
  fl_oss_income_standard.yaml  # 3 income standard tests
  fl_oss_program_track.yaml    # 3 program track tests
  integration.yaml             # 9 end-to-end tests
  edge_cases.yaml              # 27 edge case tests

Verification TODO

  • Verify payment amounts against DCF Appendix A-12 (Jan 2025 and Jan 2026 editions)
  • Verify eligibility logic against FAC 65A-2.032/.033
  • Verify income standard formula against FAC 65A-2.036
  • Verify historical PNA ($54 pre-Jul 2024) against Appendix A-12
  • CI passes

Test plan

  • 64 tests pass (6 eligibility + 5 provider rate + 3 income standard + 4 max OSS + 3 program track + 7 payment + 9 integration + 27 edge cases)
  • CI passes

hua7450 and others added 3 commits March 26, 2026 18:45
@hua7450 @claude
Add changelog fragment for Florida SSP
9956ab3 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@hua7450 @claude
Implement Florida OSS (Optional State Supplementation) (ref PolicyEng…
3e07a51 
…ine#7890)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@hua7450 @claude
Update changelog fragment for Florida OSS
0596c10 
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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codecov bot commented Mar 27, 2026 •
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Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 100.00%. Comparing base (e649297) to head (2bb52fd).
⚠️ Report is 197 commits behind head on main.

Additional details and impacted files 
@@            Coverage Diff            @@
##              main     #7891   +/-   ##
=========================================
  Coverage   100.00%   100.00%           
=========================================
  Files            4         7    +3     
  Lines           90       126   +36     
  Branches         2         2           
=========================================
+ Hits            90       126   +36
Flag Coverage Δ
unittests 100.00% <100.00%> (ø)

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hua7450 and others added 2 commits March 26, 2026 20:30
@hua7450 @claude
Review-fix round 1: fix 2011 offset, couple max, broken URLs
03625ee 
- Fix redesign/provider_rate_offset 2011 value: $78.40 → $24.40
  (was max OSS cap, not offset; SSA 2011 income limit $752.40 confirms)
- Fix redesign/max_oss/couple 2011 value: $396.80 → $156.80
  (SSA 2011 footnote b: couples treated as two individuals)
- Replace broken 404 Appendix A-12 URL in all 9 parameter files
- Update affected test expected values

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@hua7450 @claude
Replace Protected zero-sentinel with in_effect toggle parameter
2bb52fd 
Add protected/in_effect.yaml (false before 2024-07-01, true after)
to properly gate the Protected track instead of using $0 values as
sentinels. Formulas now use `if p.protected.in_effect:` to avoid
accessing Protected parameters in pre-2024 periods.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Implement Florida State Supplementary Payment (SSP)

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