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Document how PolicyEngine US calculates SPM poverty - #9438

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max/docs-spm-poverty-20260911
Sep 15, 2026
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MaxGhenis merged 3 commits into
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Adds docs-quarto/methodology/spm-poverty.qmd, an evergreen page describing how the model turns a household into an SPM poverty status: unit membership and the independent-minor role, thresholds from spm-calculator (published BLS values through 2025, rolling CE and ACS projections after), the resource components, medical out-of-pocket expenses (which premiums are rules-based and which spending is a survey input), the Microcosm population and its 5,659 calibration targets with poverty held out, uprating, and what the model does not do. Every claim was checked against the code on the canonical branch; variable names are linked.

Describes the canonical SPM runtime (spm-calculator 1.0.0, policyengine-us 2.0), so merge after or with #9428. Linked from the methodology index and sidebar; quarto render passes locally.

🤖 Generated with Claude Code

MaxGhenis and others added 2 commits September 11, 2026 12:45
Add an evergreen methodology page covering the SPM unit and role
classification, thresholds from spm-calculator, the resource
components, medical out-of-pocket expenses, the population and its
calibration, uprating, and the model's current limitations, including
that non-premium medical spending does not respond to Medicaid
coverage.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
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MaxGhenis marked this pull request as ready for review September 15, 2026 17:41
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MaxGhenis merged commit ccc3d99 into main Sep 15, 2026
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MaxGhenis deleted the max/docs-spm-poverty-20260911 branch September 15, 2026 18:22
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