From 649e9c76ad844e269d132ba5ef69d5840ff593a9 Mon Sep 17 00:00:00 2001 From: Matt Unrath Date: Sat, 7 Mar 2026 13:43:06 -0800 Subject: [PATCH] Implement Idaho AABD (Aid to the Aged, Blind, and Disabled) cash assistance program Co-Authored-By: Claude Opus 4.6 --- changelog_entry.yaml | 4 + .../household/household_state_benefits.yaml | 4 + .../states/id/dhw/aabd/payment/amount.yaml | 25 ++++++ .../gov/states/id/dhw/aabd/id_aabd.yaml | 74 +++++++++++++++ .../gov/states/id/dhw/aabd/id_aabd.py | 20 +++++ .../states/id/dhw/aabd/id_aabd_eligible.py | 23 +++++ .../id/dhw/aabd/id_aabd_living_arrangement.py | 25 ++++++ sources/working_references.md | 90 +++++++++++++++++++ 8 files changed, 265 insertions(+) create mode 100644 changelog_entry.yaml create mode 100644 policyengine_us/parameters/gov/states/id/dhw/aabd/payment/amount.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/id/dhw/aabd/id_aabd.yaml create mode 100644 policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd.py create mode 100644 policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_eligible.py create mode 100644 policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_living_arrangement.py create mode 100644 sources/working_references.md diff --git a/changelog_entry.yaml b/changelog_entry.yaml new file mode 100644 index 00000000000..dd84d1431d1 --- /dev/null +++ b/changelog_entry.yaml @@ -0,0 +1,4 @@ +- bump: minor + changes: + added: + - Implement Idaho AABD (Aid to the Aged, Blind, and Disabled) cash assistance program. diff --git a/policyengine_us/parameters/gov/household/household_state_benefits.yaml b/policyengine_us/parameters/gov/household/household_state_benefits.yaml index 9ad7c2dae5d..78e3ea265fa 100644 --- a/policyengine_us/parameters/gov/household/household_state_benefits.yaml +++ b/policyengine_us/parameters/gov/household/household_state_benefits.yaml @@ -3,6 +3,8 @@ values: 2023-01-01: # Massachusetts benefits - ma_state_supplement + # Idaho benefits + - id_aabd # Colorado benefits - co_state_supplement - co_oap @@ -25,6 +27,8 @@ values: 2024-01-01: # Massachusetts benefits - ma_state_supplement + # Idaho benefits + - id_aabd # Colorado benefits - co_state_supplement - co_oap diff --git a/policyengine_us/parameters/gov/states/id/dhw/aabd/payment/amount.yaml b/policyengine_us/parameters/gov/states/id/dhw/aabd/payment/amount.yaml new file mode 100644 index 00000000000..110444cf5bb --- /dev/null +++ b/policyengine_us/parameters/gov/states/id/dhw/aabd/payment/amount.yaml @@ -0,0 +1,25 @@ +description: >- + Idaho provides this maximum monthly AABD cash payment amount based on + the participant's living arrangement. +metadata: + unit: currency-USD + period: month + label: Idaho AABD maximum monthly cash payment + breakdown: + - id_aabd_living_arrangement + reference: + - title: IDAPA 16.03.05.514 - AABD Cash Payments + href: https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=41 + - title: Idaho Admin. Code r. 16.03.05.514 + href: https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514 + +SINGLE: + 2024-07-01: 53 +COUPLE: + 2024-07-01: 20 +ESSENTIAL_PERSON: + 2024-07-01: 18 +SIGRIF: + 2024-07-01: 169 +ROOM_AND_BOARD: + 2024-07-01: 198 diff --git a/policyengine_us/tests/policy/baseline/gov/states/id/dhw/aabd/id_aabd.yaml b/policyengine_us/tests/policy/baseline/gov/states/id/dhw/aabd/id_aabd.yaml new file mode 100644 index 00000000000..12a5c908206 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/id/dhw/aabd/id_aabd.yaml @@ -0,0 +1,74 @@ +- name: Single SSI recipient in Idaho receives AABD cash payment + period: 2025 + input: + state_code: ID + ssi: 11_604 + id_aabd_living_arrangement: SINGLE + output: + id_aabd_eligible: true + id_aabd: 636 # $53/month * 12 + +- name: Idaho couple on SSI receives AABD couple payment + period: 2025 + input: + state_code: ID + ssi: 8_700 + id_aabd_living_arrangement: COUPLE + output: + id_aabd: 240 # $20/month * 12 + +- name: Idaho AABD participant with essential person + period: 2025 + input: + state_code: ID + ssi: 11_604 + id_aabd_living_arrangement: ESSENTIAL_PERSON + output: + id_aabd: 216 # $18/month * 12 + +- name: Idaho AABD participant in SIGRIF + period: 2025 + input: + state_code: ID + ssi: 11_604 + id_aabd_living_arrangement: SIGRIF + output: + id_aabd: 2_028 # $169/month * 12 + +- name: Idaho AABD participant in room and board + period: 2025 + input: + state_code: ID + ssi: 11_604 + id_aabd_living_arrangement: ROOM_AND_BOARD + output: + id_aabd: 2_376 # $198/month * 12 + +- name: Idaho AABD participant in RALF is ineligible + period: 2025 + input: + state_code: ID + ssi: 11_604 + id_aabd_living_arrangement: RALF_CFH + output: + id_aabd_eligible: false + id_aabd: 0 + +- name: Idaho resident not receiving SSI is ineligible for AABD + period: 2025 + input: + state_code: ID + ssi: 0 + id_aabd_living_arrangement: SINGLE + output: + id_aabd_eligible: false + id_aabd: 0 + +- name: Non-Idaho resident not eligible for AABD + period: 2025 + input: + state_code: CA + ssi: 11_604 + id_aabd_living_arrangement: SINGLE + output: + id_aabd: 0 diff --git a/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd.py b/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd.py new file mode 100644 index 00000000000..74864aee83f --- /dev/null +++ b/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd.py @@ -0,0 +1,20 @@ +from policyengine_us.model_api import * + + +class id_aabd(Variable): + value_type = float + entity = Person + label = "Idaho AABD cash payment" + unit = USD + definition_period = YEAR + defined_for = "id_aabd_eligible" + reference = ( + "https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=41", + "https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514", + ) + + def formula(person, period, parameters): + living_arrangement = person("id_aabd_living_arrangement", period) + p = parameters(period).gov.states.id.dhw.aabd.payment.amount + monthly_amount = p[living_arrangement] + return monthly_amount * MONTHS_IN_YEAR diff --git a/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_eligible.py b/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_eligible.py new file mode 100644 index 00000000000..be7eb0fb810 --- /dev/null +++ b/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_eligible.py @@ -0,0 +1,23 @@ +from policyengine_us.model_api import * +from policyengine_us.variables.gov.states.id.dhw.aabd.id_aabd_living_arrangement import ( + IDAAbdLivingArrangement, +) + + +class id_aabd_eligible(Variable): + value_type = bool + entity = Person + label = "Idaho AABD eligible" + definition_period = YEAR + defined_for = StateCode.ID + reference = ( + "https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=41", + "https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514", + ) + + def formula(person, period, parameters): + receives_ssi = person("ssi", period) > 0 + living_arrangement = person("id_aabd_living_arrangement", period) + not_in_ralf_cfh = living_arrangement != IDAAbdLivingArrangement.RALF_CFH + not_none = living_arrangement != IDAAbdLivingArrangement.NONE + return receives_ssi & not_in_ralf_cfh & not_none diff --git a/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_living_arrangement.py b/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_living_arrangement.py new file mode 100644 index 00000000000..d0b00c47e6c --- /dev/null +++ b/policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_living_arrangement.py @@ -0,0 +1,25 @@ +from policyengine_us.model_api import * + + +class IDAAbdLivingArrangement(Enum): + SINGLE = "Single participant" + COUPLE = "Couple" + ESSENTIAL_PERSON = "Participant with essential person" + SIGRIF = "Semi-independent group residential facility" + ROOM_AND_BOARD = "Room and board" + RALF_CFH = "Residential assisted living facility or certified family home" + NONE = "Not applicable" + + +class id_aabd_living_arrangement(Variable): + value_type = Enum + entity = Person + label = "Idaho AABD living arrangement" + definition_period = YEAR + defined_for = StateCode.ID + possible_values = IDAAbdLivingArrangement + default_value = IDAAbdLivingArrangement.SINGLE + reference = ( + "https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=39", + "https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514", + ) diff --git a/sources/working_references.md b/sources/working_references.md new file mode 100644 index 00000000000..1941798aa1f --- /dev/null +++ b/sources/working_references.md @@ -0,0 +1,90 @@ +# Idaho AABD Cash Assistance (State Supplemental Payment) + +## Official Program Name + +**Federal Program**: State Supplemental Payment (SSP) to SSI +**State's Official Name**: Aid to the Aged, Blind, and Disabled (AABD) Cash Assistance +**Abbreviation**: AABD +**Source**: IDAPA 16.03.05 - Eligibility for Aid to the Aged, Blind, and Disabled +**Administering Agency**: Idaho Department of Health and Welfare (DHW) +**Administration Type**: State-administered + +**Variable Prefix**: `id_aabd` + +## Program Overview + +Idaho's AABD Cash Assistance program provides monthly cash payments to SSI recipients +based on their living arrangement. The program is governed by IDAPA 16.03.05, Sections +500-514. + +Key requirement: "Only a participant who receives an SSI payment for the month is +eligible for an AABD cash payment in the same month." (IDAPA 16.03.05.514) + +## Payment Amounts (IDAPA 16.03.05.514, effective 7-1-24) + +### Maximum Monthly AABD Cash Payments + +| Living Arrangement | Max Payment | Reference | +|---|---|---| +| Single participant (Sec 501.01) | $53 | IDAPA 16.03.05.514.01 | +| Couple (Sec 501.02) | $20 | IDAPA 16.03.05.514.02.a | +| Participant w/ essential person (Sec 501.02) | $18 | IDAPA 16.03.05.514.02.b | +| Semi-Independent Group (SIGRIF) (Sec 501.03) | $169 | IDAPA 16.03.05.514.03 | +| Room and Board (Sec 512) | $198 | IDAPA 16.03.05.514.04 | +| RALF or CFH | $0 (ineligible) | IDAPA 16.03.05.514.05 | + +### Basic Allowances (IDAPA 16.03.05.501) + +These are the "financial need" amounts used to determine if a participant qualifies: + +| Living Arrangement | Basic Allowance | COLA Adjustment | +|---|---|---| +| Single participant | $545 (base) + annual SSI COLA $ amount | Yes, by SSI individual COLA $ | +| Couple/essential person | $768 (base) + annual SSI couple COLA $ | Yes, by SSI couple COLA $ | +| SIGRIF | $349 | No annual adjustment | +| Room and Board | $77 basic + $693 R&B allowance = $770 total | Yes, by SSI individual COLA % | + +### Payment Calculation + +AABD cash payment = min(max_payment, max(0, allowances - countable_income)) + +Where: +- allowances = basic allowance + any special needs allowances +- countable_income = income after SSI-style disregards +- max_payment = maximum from table above + +## Eligibility Criteria + +1. **SSI Receipt Required**: Must receive an SSI payment for the month (IDAPA 16.03.05.514) +2. **Age/Disability**: Must be aged (65+), blind, or disabled (IDAPA 16.03.05, general) +3. **Residency**: Idaho resident +4. **Living Arrangement**: Must NOT reside in RALF or CFH (IDAPA 16.03.05.514.05) + +## Living Arrangement Definitions (IDAPA 16.03.05.501) + +- **501.01 Single**: Living alone, with ineligible spouse, with another participant (not spouse), in another's household, or with TAFI child +- **501.02 Couple/Essential Person**: Living with participant spouse or essential person +- **501.03 SIGRIF**: Living in semi-independent group residential facility +- **512 Room and Board**: Purchasing lodging and meals from non-relative they live with +- **513 RALF/CFH**: Residential Assisted Living Facility or Certified Family Home (NOT eligible for AABD cash) + +## Special Needs Allowances (IDAPA 16.03.05.502) + +- Restaurant meals: $50/month (physician must certify inability to prepare food) +- Service animal food: Amount varies + +## Income Disregards (IDAPA 16.03.05.540-546) + +- $20 standard disregard (Section 540) +- $65 earned income disregard (Section 542) +- 1/2 remaining earned income (Section 544) +- Impairment-related work expenses (Section 543) +- Blindness work expenses (Section 545) +- PASS deductions (Section 546) + +## Key Sources + +1. IDAPA 16.03.05 (full text): https://adminrules.idaho.gov/rules/current/16/160305.pdf +2. Cornell Law - Section 514: https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514 +3. Idaho DHW AABD page: https://healthandwelfare.idaho.gov/services-programs/financial-assistance/about-aabd-cash-assistance +4. SSA State Assistance Programs (2011): https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/id.html