diff --git a/changelog.d/de-ssp.added.md b/changelog.d/de-ssp.added.md new file mode 100644 index 00000000000..1c2d7b27473 --- /dev/null +++ b/changelog.d/de-ssp.added.md @@ -0,0 +1 @@ +Add Delaware State Supplementary Payment (SSP). diff --git a/policyengine_us/parameters/gov/household/household_state_benefits.yaml b/policyengine_us/parameters/gov/household/household_state_benefits.yaml index 9ad7c2dae5d..b1c0b77dd2e 100644 --- a/policyengine_us/parameters/gov/household/household_state_benefits.yaml +++ b/policyengine_us/parameters/gov/household/household_state_benefits.yaml @@ -1,6 +1,8 @@ description: The government counts these sources as benefits paid by state agencies. values: 2023-01-01: + # Delaware benefits + - de_ssp # Massachusetts benefits - ma_state_supplement # Colorado benefits @@ -23,6 +25,8 @@ values: - ma_eaedc - ma_tafdc 2024-01-01: + # Delaware benefits + - de_ssp # Massachusetts benefits - ma_state_supplement # Colorado benefits diff --git a/policyengine_us/parameters/gov/states/de/dhss/ssp/age_threshold.yaml b/policyengine_us/parameters/gov/states/de/dhss/ssp/age_threshold.yaml new file mode 100644 index 00000000000..b6f0d0a9436 --- /dev/null +++ b/policyengine_us/parameters/gov/states/de/dhss/ssp/age_threshold.yaml @@ -0,0 +1,14 @@ +description: Delaware sets this threshold as the minimum age for eligibility under the State Supplementary Payment program. + +values: + 1992-01-01: 18 + +metadata: + unit: year + period: eternity + label: Delaware SSP age threshold + reference: + - title: SSA State Assistance Programs for SSI Recipients, January 2011 - Delaware + href: https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/de.html + - title: WorkWorld - SSI State Supplement, Delaware + href: https://help.workworldapp.com/wwwebhelp/ssi_state_supplement_delaware.htm diff --git a/policyengine_us/parameters/gov/states/de/dhss/ssp/amount/couple.yaml b/policyengine_us/parameters/gov/states/de/dhss/ssp/amount/couple.yaml new file mode 100644 index 00000000000..e5b48e45af1 --- /dev/null +++ b/policyengine_us/parameters/gov/states/de/dhss/ssp/amount/couple.yaml @@ -0,0 +1,16 @@ +description: Delaware provides this amount as the couple State Supplementary Payment under the State Supplementary Payment program. + +values: + 1992-01-01: 448 + +metadata: + unit: currency-USD + period: month + label: Delaware SSP couple supplement amount + reference: + - title: SSA POMS SI PHI01415.008 - Delaware State Supplementary Payment Amounts + href: https://secure.ssa.gov/poms.nsf/lnx/0501415008PHI + - title: SSA POMS SI 01415.058 - Payment Levels for State Supplementation, January 2026 + href: https://secure.ssa.gov/poms.nsf/lnx/0501415058 + - title: SSA State Assistance Programs for SSI Recipients, January 2011 - Delaware, Table 1 + href: https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/de.html diff --git a/policyengine_us/parameters/gov/states/de/dhss/ssp/amount/individual.yaml b/policyengine_us/parameters/gov/states/de/dhss/ssp/amount/individual.yaml new file mode 100644 index 00000000000..c5d29e7d216 --- /dev/null +++ b/policyengine_us/parameters/gov/states/de/dhss/ssp/amount/individual.yaml @@ -0,0 +1,16 @@ +description: Delaware provides this amount as the individual State Supplementary Payment under the State Supplementary Payment program. + +values: + 1992-01-01: 140 + +metadata: + unit: currency-USD + period: month + label: Delaware SSP individual supplement amount + reference: + - title: SSA POMS SI PHI01415.008 - Delaware State Supplementary Payment Amounts + href: https://secure.ssa.gov/poms.nsf/lnx/0501415008PHI + - title: SSA POMS SI 01415.058 - Payment Levels for State Supplementation, January 2026 + href: https://secure.ssa.gov/poms.nsf/lnx/0501415058 + - title: SSA State Assistance Programs for SSI Recipients, January 2011 - Delaware, Table 1 + href: https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/de.html diff --git a/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/de_ssp.yaml b/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/de_ssp.yaml new file mode 100644 index 00000000000..0e6e7c92430 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/de_ssp.yaml @@ -0,0 +1,179 @@ +- name: Case 1, eligible individual with no income reduction. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + de_ssp_eligible: true + ssi_claim_is_joint: false + uncapped_ssi: 0 + households: + household: + members: [person1] + state_code: DE + output: + # per_person_amount = $140 (individual) + # reduction = max(0, -(0/12)) = 0 + # supplement = max(0, 140 - 0) = $140 + de_ssp: 140 + +- name: Case 2, eligible individual with partial income reduction. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + de_ssp_eligible: true + ssi_claim_is_joint: false + uncapped_ssi: -600 + households: + household: + members: [person1] + state_code: DE + output: + # per_person_amount = $140 (individual) + # uncapped_ssi monthly = -600/12 = -$50 + # reduction = max(0, -(-50)) = $50 + # supplement = max(0, 140 - 50) = $90 + de_ssp: 90 + +- name: Case 3, eligible individual with income exceeding supplement. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + de_ssp_eligible: true + ssi_claim_is_joint: false + uncapped_ssi: -2_400 + households: + household: + members: [person1] + state_code: DE + output: + # per_person_amount = $140 (individual) + # uncapped_ssi monthly = -2,400/12 = -$200 + # reduction = max(0, -(-200)) = $200 + # supplement = max(0, 140 - 200) = $0 + de_ssp: 0 + +- name: Case 4, eligible couple with no income reduction. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + de_ssp_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: 0 + person2: + de_ssp_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: 0 + marital_units: + marital_unit: + members: [person1, person2] + households: + household: + members: [person1, person2] + state_code: DE + output: + # per_person_amount = $448/2 = $224 (couple) + # Each person: reduction = 0, supplement = $224 + # joint path: sum(224, 224) / 2 = $224 per person + de_ssp: [224, 224] + +- name: Case 5, ineligible person gets zero. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + de_ssp_eligible: false + households: + household: + members: [person1] + state_code: DE + output: + # defined_for = de_ssp_eligible, which is false + de_ssp: 0 + +- name: Case 6, couple with partial income reduction. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + de_ssp_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: -1_200 + person2: + de_ssp_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: 0 + marital_units: + marital_unit: + members: [person1, person2] + households: + household: + members: [person1, person2] + state_code: DE + output: + # per_person_amount = $448/2 = $224 (couple) + # person1: uncapped_ssi monthly = -1,200/12 = -$100 + # reduction = max(0, 100) = $100 + # supplement = max(0, 224 - 100) = $124 + # person2: uncapped_ssi monthly = 0/12 = $0 + # reduction = max(0, 0) = $0 + # supplement = max(0, 224 - 0) = $224 + # joint path: sum(124, 224) / 2 = $174 per person + de_ssp: [174, 174] + +- name: Case 7, large positive uncapped SSI does not inflate benefit. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + de_ssp_eligible: true + ssi_claim_is_joint: false + uncapped_ssi: 120_000 + households: + household: + members: [person1] + state_code: DE + output: + # uncapped_ssi monthly = 120,000/12 = $10,000 (positive = low income) + # reduction = max(0, -10,000) = 0 + # supplement = max(0, 140 - 0) = $140 (capped at max, not inflated) + de_ssp: 140 + +- name: Case 8, couple with one eligible and one ineligible spouse. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + de_ssp_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: 0 + person2: + de_ssp_eligible: false + ssi_claim_is_joint: true + uncapped_ssi: 0 + marital_units: + marital_unit: + members: [person1, person2] + households: + household: + members: [person1, person2] + state_code: DE + output: + # both_eligible = sum(true, false) = 1 != 2, so is_couple = false + # person1: individual path, per_person_amount = $140 + # supplement = max(0, 140 - 0) = $140 + # result = supplement * eligible = 140 * 1 = $140 + # person2: individual path, per_person_amount = $140 + # supplement = max(0, 140 - 0) = $140 + # result = supplement * eligible = 140 * 0 = $0 + de_ssp: [140, 0] diff --git a/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/de_ssp_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/de_ssp_eligible.yaml new file mode 100644 index 00000000000..e2c8990a75c --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/de_ssp_eligible.yaml @@ -0,0 +1,89 @@ +- name: Case 1, SSI-eligible adult in residential care. + period: 2025-01 + input: + people: + person1: + age: 45 + is_ssi_eligible: true + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + de_ssp_eligible: true + +- name: Case 2, child in residential care is ineligible. + period: 2025-01 + input: + people: + person1: + age: 17 + is_ssi_eligible: true + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + de_ssp_eligible: false + +- name: Case 3, adult not in residential care. + period: 2025-01 + input: + people: + person1: + age: 50 + is_ssi_eligible: true + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: NONE + output: + de_ssp_eligible: false + +- name: Case 4, SSI-ineligible adult in residential care. + period: 2025-01 + input: + people: + person1: + age: 40 + is_ssi_eligible: false + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + de_ssp_eligible: false + +- name: Case 5, non-DE resident. + period: 2025-01 + input: + people: + person1: + age: 65 + is_ssi_eligible: true + households: + household: + members: [person1] + state_code: PA + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + de_ssp_eligible: false + +- name: Case 6, adult exactly at age threshold. + period: 2025-01 + input: + people: + person1: + age: 18 + is_ssi_eligible: true + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + de_ssp_eligible: true diff --git a/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/integration.yaml b/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/integration.yaml new file mode 100644 index 00000000000..9a19cd50886 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/de/dhss/ssp/integration.yaml @@ -0,0 +1,175 @@ +- name: Case 1, eligible individual in residential care with no income reduction. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 70 + is_ssi_eligible: true + ssi_claim_is_joint: false + uncapped_ssi: 0 + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + # Eligibility: age 70 >= 18, SSI eligible, in residential care, DE resident + de_ssp_eligible: true + # Benefit: individual amount = $140, no reduction + # supplement = max(0, 140 - max(0, -(0/12))) = max(0, 140 - 0) = $140 + de_ssp: 140 + # At a monthly test period, the household state-benefit aggregate includes + # the monthly SSP amount. + household_state_benefits: 140 + # SPM benefits include both SSI and the Delaware SSP in this scenario. + spm_unit_benefits: 433.5 + +- name: Case 2, eligible couple both in residential care. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 68 + is_ssi_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: 0 + person2: + age: 65 + is_ssi_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: 0 + marital_units: + marital_unit: + members: [person1, person2] + households: + household: + members: [person1, person2] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + # Both eligible: age >= 18, SSI eligible, in residential care + de_ssp_eligible: [true, true] + # Couple amount = $448 total, per person = $448/2 = $224 + # Each person: supplement = max(0, 224 - 0) = $224 + # Joint path: sum(224, 224) / 2 = $224 per person + de_ssp: [224, 224] + +- name: Case 3, child age 17 in residential care is ineligible. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 17 + is_ssi_eligible: true + ssi_claim_is_joint: false + uncapped_ssi: 0 + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + # Age 17 < 18 threshold: ineligible + de_ssp_eligible: false + # defined_for guard: ineligible person gets $0 + de_ssp: 0 + +- name: Case 4, SSI-ineligible adult in residential care. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 55 + is_ssi_eligible: false + ssi_claim_is_joint: false + uncapped_ssi: 0 + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + # Not SSI eligible: ineligible for SSP + de_ssp_eligible: false + de_ssp: 0 + +- name: Case 5, eligible adult not in residential care. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 60 + is_ssi_eligible: true + ssi_claim_is_joint: false + uncapped_ssi: 0 + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: NONE + output: + # Not in residential care: ineligible + de_ssp_eligible: false + de_ssp: 0 + +- name: Case 6, individual with partial income reduction. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 50 + is_ssi_eligible: true + ssi_claim_is_joint: false + uncapped_ssi: -720 + households: + household: + members: [person1] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + de_ssp_eligible: true + # individual amount = $140 + # uncapped_ssi monthly = -720/12 = -$60 + # reduction = max(0, -(-60)) = $60 + # supplement = max(0, 140 - 60) = $80 + de_ssp: 80 + +- name: Case 7, couple with one spouse having income reduction. + period: 2025-01 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 72 + is_ssi_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: -600 + person2: + age: 70 + is_ssi_eligible: true + ssi_claim_is_joint: true + uncapped_ssi: 0 + marital_units: + marital_unit: + members: [person1, person2] + households: + household: + members: [person1, person2] + state_code: DE + de_ssp_living_arrangement: RESIDENTIAL_CARE + output: + de_ssp_eligible: [true, true] + # per_person_amount = $448/2 = $224 + # person1: uncapped_ssi monthly = -600/12 = -$50 + # reduction = max(0, 50) = $50 + # supplement = max(0, 224 - 50) = $174 + # person2: uncapped_ssi monthly = 0/12 = $0 + # reduction = 0, supplement = $224 + # joint path: sum(174, 224) / 2 = $199 per person + de_ssp: [199, 199] diff --git a/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp.py b/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp.py new file mode 100644 index 00000000000..1dee5e3176d --- /dev/null +++ b/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp.py @@ -0,0 +1,27 @@ +from policyengine_us.model_api import * + + +class de_ssp(Variable): + value_type = float + entity = Person + label = "Delaware State Supplementary Payment" + unit = USD + definition_period = MONTH + defined_for = StateCode.DE + reference = "https://secure.ssa.gov/poms.nsf/lnx/0501415008PHI" + + def formula(person, period, parameters): + eligible = person("de_ssp_eligible", period) + p = parameters(period).gov.states.de.dhss.ssp.amount + joint_claim = person("ssi_claim_is_joint", period.this_year) + both_eligible = person.marital_unit.sum(eligible) == 2 + is_couple = joint_claim & both_eligible + per_person_amount = where(is_couple, p.couple / 2, p.individual) + uncapped_ssi = person("uncapped_ssi", period) + reduction = max_(0, -uncapped_ssi) + supplement = max_(0, per_person_amount - reduction) + return where( + is_couple, + person.marital_unit.sum(supplement) / 2, + supplement * eligible, + ) diff --git a/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp_eligible.py b/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp_eligible.py new file mode 100644 index 00000000000..80aa49e9361 --- /dev/null +++ b/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp_eligible.py @@ -0,0 +1,21 @@ +from policyengine_us.model_api import * + + +class de_ssp_eligible(Variable): + value_type = bool + entity = Person + label = "Eligible for Delaware State Supplementary Payment" + definition_period = MONTH + defined_for = StateCode.DE + reference = "https://secure.ssa.gov/poms.nsf/lnx/0501415008PHI" + + def formula(person, period, parameters): + is_ssi_eligible = person("is_ssi_eligible", period.this_year) + age = person("age", period.this_year) + p = parameters(period).gov.states.de.dhss.ssp + age_eligible = age >= p.age_threshold + living_arrangement = person.household("de_ssp_living_arrangement", period) + in_residential_care = ( + living_arrangement == living_arrangement.possible_values.RESIDENTIAL_CARE + ) + return is_ssi_eligible & age_eligible & in_residential_care diff --git a/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp_living_arrangement.py b/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp_living_arrangement.py new file mode 100644 index 00000000000..6495c7024c5 --- /dev/null +++ b/policyengine_us/variables/gov/states/de/dhss/ssp/de_ssp_living_arrangement.py @@ -0,0 +1,17 @@ +from policyengine_us.model_api import * + + +class DESSPLivingArrangement(Enum): + RESIDENTIAL_CARE = "Certified adult residential care facility" + NONE = "None" + + +class de_ssp_living_arrangement(Variable): + value_type = Enum + entity = Household + label = "Delaware SSP living arrangement" + definition_period = MONTH + defined_for = StateCode.DE + possible_values = DESSPLivingArrangement + default_value = DESSPLivingArrangement.NONE + reference = "https://secure.ssa.gov/poms.nsf/lnx/0501415008PHI" diff --git a/policyengine_us/variables/household/income/spm_unit/spm_unit_benefits.py b/policyengine_us/variables/household/income/spm_unit/spm_unit_benefits.py index 014384941e9..61aac666cbc 100644 --- a/policyengine_us/variables/household/income/spm_unit/spm_unit_benefits.py +++ b/policyengine_us/variables/household/income/spm_unit/spm_unit_benefits.py @@ -12,6 +12,7 @@ def formula(spm_unit, period, parameters): BENEFITS = [ "social_security", "ssi", + "de_ssp", # Delaware benefits "ma_state_supplement", # Massachusetts benefits # California programs. "ca_cvrp", # California Clean Vehicle Rebate Project. diff --git a/sources/working_references.md b/sources/working_references.md new file mode 100644 index 00000000000..6567b9debfb --- /dev/null +++ b/sources/working_references.md @@ -0,0 +1,230 @@ +# Delaware State Supplementary Payment (SSP) - Working References + +## Program Overview + +Delaware provides an optional State Supplementary Payment (SSP) to SSI recipients +residing in certified adult residential care facilities. The program has dual +administration: SSA administers the federally-administered optional supplement for +facility residents, and the Delaware Division of Social Services (DSS) administers +a separate $5/month supplement for individuals losing SSI due to SSDI (MAT program). + +**Official program name**: State Supplement Payment / Optional State Supplementary Payment +**Administering agency**: SSA (federal portion) + Delaware DSS (state portion) +**Administration classification**: F (mandatory) / F/S (optional) per SI 01415.010 + +## Primary Sources + +### 1. SSA POMS SI PHI01415.008 - Delaware-Specific Administration +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415008PHI +- **Title**: Administration of State Supplementary Programs -- Delaware (RTN 61 -- 12/2015) +- **Content**: Complete historical payment levels from 1992-2016, living arrangement + definitions, certification requirements, income limitation rules +- **Key data**: + - State supplement for certified residential care home: $140/month (individual), $448/month (couple) + - These amounts have been frozen since at least 1992 + - Effective March 1, 2003: "Residential Care Homes" include Adult Foster Care Homes, + Adult Residential Care Facilities, and Assisted Living Facilities + - Eligibility requires Adult Residential Care Certification Form + +### 2. SSA POMS SI 01415.058 - January 2026 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415058 +- **Title**: Federally Administered Optional Supplementary Payment Programs for January 2026 +- **Content**: Current payment levels effective January 1, 2026 +- **Delaware data**: + - Individual (OS Code A): FBR $994 + supplement $140 = $1,134 total + - Couple (OS Code A): FBR $1,491 + supplement $448 = $1,939 total + - OS Code Z (non-facility): $0 supplement + - OS Code Y: waived supplementation + +### 3. SSA POMS SI 01415.057 - January 2025 Payment Levels +- **URL**: https://secure.ssa.gov/POMS.NSF/lnx/0501415057 +- **Title**: Federally Administered Optional Supplementary Payment Programs for January 2025 +- **Content**: Payment levels effective January 1, 2025 +- **Delaware data**: + - Individual (OS Code A): FBR $967 + supplement $140 = $1,107 total + - Couple (OS Code A): FBR $1,450 + supplement $448 = $1,898 total + +### 4. SSA POMS SI 01415.056 - January 2024 Payment Levels +- **URL**: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415056 +- **Title**: Federally Administered Optional Supplementary Payment Programs for January 2024 +- **Delaware data**: + - Individual (OS Code A): FBR $943 + supplement $140 = $1,083 total + - Couple (OS Code A): FBR $1,415 + supplement $448 = $1,863 total + +### 5. SSA POMS SI 01415.055 - January 2023 Payment Levels +- **URL**: https://secure.ssa.gov/poms.NSF/lnx/0501415055 +- **Delaware data**: + - Individual (OS Code A): FBR $914 + supplement $140 = $1,054 total + - Couple (OS Code A): FBR $1,371 + supplement $448 = $1,819 total + +### 6. SSA POMS SI 01415.054 - January 2022 Payment Levels +- **URL**: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415054 +- **Delaware data**: + - Individual (OS Code A): FBR $841 + supplement $140 = $981 total + - Couple (OS Code A): FBR $1,261 + supplement $448 = $1,709 total + +### 7. SSA POMS SI 01415.053 - January 2021 Payment Levels +- **URL**: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415053 +- **Delaware data**: + - Individual (OS Code A): FBR $794 + supplement $140 = $934 total + - Couple (OS Code A): FBR $1,191 + supplement $448 = $1,639 total + +### 8. SSA POMS SI 01415.052 - January 2020 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415052 +- **Delaware data**: + - Individual (OS Code A): FBR $783 + supplement $140 = $923 total + - Couple (OS Code A): FBR $1,175 + supplement $448 = $1,623 total + +### 9. SSA POMS SI 01415.051 - January 2019 Payment Levels +- **URL**: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415051 +- **Delaware data**: + - Individual (OS Code A): FBR $771 + supplement $140 = $911 total + - Couple (OS Code A): FBR $1,157 + supplement $448 = $1,605 total + +### 10. SSA POMS SI 01415.050 - January 2018 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415050 +- **Delaware data**: + - Individual (OS Code A): FBR $750 + supplement $140 = $890 total + - Couple (OS Code A): FBR $1,125 + supplement $448 = $1,573 total + +### 11. SSA POMS SI 01415.049 - January 2017 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415049 +- **Delaware data**: + - Individual (OS Code A): FBR $735 + supplement $140 = $875 total + - Couple (OS Code A): FBR $1,103 + supplement $448 = $1,551 total + +### 12. SSA POMS SI 01415.047 - January 2015 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415047 +- **Delaware data**: + - Individual (OS Code A): FBR $733 + supplement $140 = $873 total + - Couple (OS Code A): FBR $1,100 + supplement $448 = $1,548 total + +### 13. SSA POMS SI 01415.046 - January 2014 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415046 +- **Delaware data**: + - Individual (OS Code A): FBR $721 + supplement $140 = $861 total + - Couple (OS Code A): FBR $1,082 + supplement $448 = $1,530 total + +### 14. SSA POMS SI 01415.045 - January 2013 Payment Levels +- **URL**: https://secure.ssa.gov/apps10/poms.nsf/links/0501415045 +- **Delaware data**: + - Individual (OS Code A): FBR $710 + supplement $140 = $850 total + - Couple (OS Code A): FBR $1,066 + supplement $448 = $1,514 total + +### 15. SSA POMS SI 01415.044 - January 2012 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415044 +- **Delaware data**: + - Individual (OS Code A): FBR $698 + supplement $140 = $838 total + - Couple (OS Code A): FBR $1,048 + supplement $448 = $1,496 total + +### 16. SSA POMS SI 01415.040 - January 2008 Payment Levels +- **URL**: https://secure.ssa.gov/POMS.nsf/lnx/0501415040 +- **Delaware data**: + - Individual (OS Code A): FBR $637 + supplement $140 = $777 total + - Couple (OS Code A): FBR $956 + supplement $448 = $1,404 total + +### 17. SSA POMS SI 01415.036 - January 2004 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415036 +- **Delaware data**: + - Individual (OS Code A): FBR $564 + supplement $140 = $704 total + - Couple (OS Code A): FBR $846 + supplement $448 = $1,294 total + +### 18. SSA POMS SI 01415.032 - January 2000 Payment Levels +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415032 +- **Delaware data**: + - Individual (OS Code A): FBR $512 + supplement $140 = $652 total + - Couple (OS Code A): FBR $769 + supplement $448 = $1,217 total + +### 19. SSA POMS SI 01415.031 - January 1999 Payment Levels +- **URL**: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501415031 +- **Delaware data**: + - Individual (OS Code A): FBR $500 + supplement $140 = $640 total + - Couple (OS Code A): FBR $751 + supplement $448 = $1,199 total + +### 20. SSA POMS SI 01415.010 - Administration Classification +- **URL**: https://secure.ssa.gov/poms.nsf/lnx/0501415010 +- **Title**: Administration of State Supplementary Programs +- **Delaware classification**: F (mandatory) / F/S (optional) + +## Secondary Sources + +### 21. WorkWorld - SSI State Supplement Delaware +- **URL**: https://help.workworldapp.com/wwwebhelp/ssi_state_supplement_delaware.htm +- **Content**: Program overview with 2010 payment amounts +- **Key data**: + - Adult Residential Care Facility: Individual $140 supplement / Couple $448 supplement + - Special category (losing SSI due to SSDI): Individual $5 supplement (state-administered) + - Children under 18 are ineligible + - No additional income disregards beyond federal SSI limits + - Federal resource limitations apply + - Data reflects CY2010 payment levels + +### 22. Delaware Admin Code 16 Del. Admin. Code SS 13000-13640 +- **URL**: https://www.law.cornell.edu/regulations/delaware/16-Del-Admin-Code-SS-13000-13640 +- **Title**: The Social Security Administration (SSA) -- Delaware Social Services Manual +- **Content**: SSA determines eligibility for SSP for individuals in adult residential care +- **Source regulation**: 15 DE Reg. 202, 08/01/11 + +### 23. SSA State Assistance Programs for SSI Recipients, January 2011 - Delaware +- **URL**: https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/de.html +- **Status**: 403 FORBIDDEN (SSA blocks automated access -- per memory note) +- **Note**: This is the discontinued 2011 SSA report. Last published edition. + +## Summary of State Supplement Amounts (FROZEN) + +The Delaware state supplement amounts have been unchanged since at least 1992: + +| Claim Type | Monthly Supplement | +|---|---| +| Individual in certified residential care | $140 | +| Couple (both eligible) in certified residential care | $448 | +| Individual losing SSI due to SSDI (MAT, state-administered) | $5 | + +## Living Arrangement / OS Code Definitions + +| OS Code | Description | Supplement? | +|---|---|---| +| A | Adult residential care facility, assisted living facility, or adult foster care home | Yes ($140 individual / $448 couple) | +| Y | Eligible but waived supplementation | No | +| Z | All other recipients (independent living, household of another, Medicaid facility) | No | + +## Federal Living Arrangement Code Mapping + +| Federal Code | Description | State Supplement When OS=A | +|---|---|---| +| A | Own household / independent living | $140 / $448 | +| B | Household of another (reduced FBR) | N/A (only OS=Z) | +| C | Parental household (child) | N/A (children ineligible) | +| D | Medicaid facility ($30 personal needs) | N/A (only OS=Z) | + +Note: Federal Code A with OS Code A is the only combination that receives a state supplement. +This means the recipient must be in a certified residential care facility AND classified as +independent living (Federal Code A) rather than in a Medicaid facility (Federal Code D). + +## Eligibility Requirements + +1. Must be SSI-eligible (aged, blind, or disabled) -- adults only (18+) +2. Must reside in Delaware +3. Must reside in a certified adult residential care facility, assisted living facility, + or adult foster care home +4. State must provide certification documentation (Adult Residential Care Certification Form) +5. No additional state income disregards beyond federal SSI rules +6. Federal SSI resource limits apply ($2,000 individual / $3,000 couple) + +## State-Administered Portion (MAT) + +The state-administered portion is specifically for: +- Individuals who lost SSI eligibility due to SSDI receipt +- $5/month supplement to maintain Medicaid eligibility during transition to Medicare +- Administered by Delaware Division of Social Services (DSS) +- Established March 1, 2001 per DSSM 17800 +- Extended September 1, 2008 to cover individuals who lost Medicaid on/after January 1, 2008 + +## Key Dates + +- **Pre-1992**: Program existed but specific amounts before 1992 not documented in POMS +- **1992-present**: $140 individual / $448 couple (frozen, no COLA) +- **March 1, 2001**: MAT program established ($5 state supplement) +- **March 1, 2003**: "Residential Care Homes" definition expanded to include Adult Foster + Care Homes, Adult Residential Care Facilities, and Assisted Living Facilities +- **September 1, 2008**: MAT coverage extended