Add Maine HEAP Fuel Assistance

changelog.d/me-liheap-wave1d.added.md

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+Add Maine HEAP Fuel Assistance (LIHEAP regular heating) for the 2025-26 and 2026-27 heating seasons, including the June 29, 2026 points matrix.

policyengine_us/parameters/gov/states/me/msha/heap/fpg_year_lag.yaml

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+description: Maine uses the federal poverty guidelines from this many years before the model year for the income limit and the poverty level under the Low Income Home Energy Assistance Program.
+# Model period 2026 (FFY2026, the 2025-26 season) uses the 2025 guidelines,
+# which HHS made mandatory for LIHEAP from October 1, 2025, and 2027 (FFY2027)
+# the 2026 guidelines. Earlier years are unverified backfill.
+values:
+  2024-10-01: 1
+
+metadata:
+  unit: year
+  period: year
+  label: Maine HEAP poverty guideline year lag
+  reference:
+    - title: 99-346 CMR ch. 24, section 3(C) Income Eligibility
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=11
+    - title: LIHEAP IM 2025-02, Attachment 2, poverty guidelines for mandatory use in FY26
+      href: https://acf.gov/sites/default/files/documents/ocs/COMM_LIHEAP_IM2025-02_FPGSte-Table_Att2.pdf#page=1
+    - title: LIHEAP IM 2026-01, poverty guidelines for optional use in FY26 and mandatory use in FY27
+      href: https://acf.gov/ocs/policy-guidance/liheap-im2026-01-federal-poverty-guidelines-fpg-and-state-median-income-smi

policyengine_us/parameters/gov/states/me/msha/heap/income/medical_expense_sources.yaml

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+description: Maine deducts these medical expenses, up to the amount needed to reach the income limit, from the income of a household over the limit under the Low Income Home Energy Assistance Program.
+# Rule 3(C)(1) defines medical expenses by IRS Publication 502 and allows only
+# the amount necessary to make the household eligible. Annual expenses stand in
+# for those paid during the income period.
+values:
+  2024-07-03:
+    - medical_expense_health_insurance_premiums
+    - other_medical_expenses
+
+metadata:
+  unit: list
+  period: year
+  label: Maine HEAP medical expense sources
+  reference:
+    - title: 99-346 CMR ch. 24, section 3(C)(1) (2025 edition, SOS filing 2025-135)
+      href: https://www.maine.gov/sos/sites/maine.gov.sos/files/inline-files/346c024.docx
+    - title: 99-346 CMR ch. 24, section 3(C)(1) (effective June 29, 2026)
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=15
+    - title: MaineHousing Home Energy Assistance Program page, 2025-2026 season income limits (archived November 1, 2025)
+      href: https://web.archive.org/web/20251101091454id_/https://www.mainehousing.org/programs-services/energy/energydetails/liheap
+    - title: MaineHousing Home Energy Assistance Program page, 2026-2027 season income limits (archived October 15, 2026)
+      href: https://web.archive.org/web/20261015145903id_/https://www.mainehousing.org/programs-services/energy/energydetails/liheap

policyengine_us/parameters/gov/states/me/msha/heap/income/minimum_age.yaml

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+description: Maine counts the income of household members at or above this age under the Low Income Home Energy Assistance Program.
+# Rule 3(C)(1) counts the income of "all Household Members over the age of 18"
+# in both the 2025 edition and the June 29, 2026 replacement. The model counts
+# members aged 18 and older.
+values:
+  2024-07-03: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Maine HEAP minimum income age
+  reference:
+    - title: 99-346 CMR ch. 24, section 3(C)(1) (2025 edition, SOS filing 2025-135)
+      href: https://www.maine.gov/sos/sites/maine.gov.sos/files/inline-files/346c024.docx
+    - title: "99-346 CMR ch. 24, section 3(C)(1) (effective June 29, 2026) #page 11-12"
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=11

policyengine_us/parameters/gov/states/me/msha/heap/income/sources/earned.yaml

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+description: Maine counts these sources as earned income under the Low Income Home Energy Assistance Program.
+# Rule 3(C)(1)(a)-(b): wages, salaries, commissions, tips and bonuses before
+# taxes or deductions, and self-employment income. The model has only net
+# business income, so each source is floored at zero and a loss in one source
+# cannot offset another. Contract income counts when reported as wages or
+# self-employment income. Earnings of a full-time high school student who is
+# not the primary applicant are excluded in me_heap_income.
+values:
+  2024-07-03:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    # Partnership and S corporation income is self-employment income (item b).
+    - partnership_s_corp_income
+
+metadata:
+  unit: list
+  period: year
+  label: Maine HEAP earned income sources
+  reference:
+    - title: 99-346 CMR ch. 24, section 3(C)(1) (2025 edition, SOS filing 2025-135)
+      href: https://www.maine.gov/sos/sites/maine.gov.sos/files/inline-files/346c024.docx
+    - title: "99-346 CMR ch. 24, section 3(C)(1) (effective June 29, 2026) #page 11-13"
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=11
+    - title: "Maine FY2026 LIHEAP State Plan, Section 1.9 #page 6-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/ME_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/me/msha/heap/income/sources/unearned.yaml

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+description: Maine counts these sources as unearned income under the Low Income Home Energy Assistance Program.
+# Rule 3(C)(1)(c)-(n). Household Income is the total income from all sources
+# unless excluded. Social Security (retirement and SSDI) and SSI count gross,
+# including Medicare deductions. financial_assistance stands for cash gifts
+# from someone outside the household. disability_benefits stands for
+# long-term disability payments, item (n) of the June 29, 2026 replacement; the
+# 2025 edition's list "includes, but is not limited to" the items it names.
+# Royalties, contract income and payments from mortgage or sales contracts
+# have no specific inputs.
+# TANF, which no exclusion names, is a household grant counted once in
+# me_heap_income. Not counted: General Assistance, excluded as non-cash
+# voucher income (exclusion j) and without an input, and
+# retirement_distributions, since assets drawn down from financial
+# institutions are excluded (exclusion a).
+values:
+  2024-07-03:
+    - social_security
+    - ssi
+    # Maine's state supplement to SSI.
+    - me_ssp
+    - total_unemployment_compensation
+    - workers_compensation
+    - strike_benefits
+    - alimony_income
+    - child_support_received
+    - veterans_benefits
+    - financial_assistance
+    - pension_income
+    # Government pensions include military retired pay, a separate input from
+    # the pension inputs that pension_income adds.
+    - military_retirement_income
+    # Item (i) regular annuity payments: Railroad Retirement Board and
+    # non-Social Security survivor annuities, gross.
+    - railroad_benefits
+    - survivor_benefits
+    - disability_benefits
+    # Paid family and medical leave benefits; Maine's program pays them from
+    # May 1, 2026.
+    - pfml_benefits
+    - interest_income
+    - ordinary_dividend_income
+    - estate_income
+    - rental_income
+    - farm_rent_income
+
+metadata:
+  unit: list
+  period: year
+  label: Maine HEAP unearned income sources
+  reference:
+    - title: 99-346 CMR ch. 24, section 3(C)(1) (2025 edition, SOS filing 2025-135)
+      href: https://www.maine.gov/sos/sites/maine.gov.sos/files/inline-files/346c024.docx
+    - title: "99-346 CMR ch. 24, section 3(C)(1) (effective June 29, 2026) #page 11-13"
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=11
+    - title: "Maine FY2026 LIHEAP State Plan, Section 1.9 #page 6-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/ME_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/me/msha/heap/payment/nominal_benefit.yaml

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+description: Maine provides this benefit to tenants of subsidized housing whose heat is included in rent under the Low Income Home Energy Assistance Program.
+# Rule 4(C) of the 2025 edition and 4(B) of the June 29, 2026 replacement limit
+# these tenants to a benefit that maximizes SNAP benefits; the FY2026 plan sets
+# the nominal payment at $21.
+values:
+  2024-10-01: 21
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Maine HEAP subsidized heat-in-rent benefit
+  reference:
+    - title: Maine FY2026 LIHEAP State Plan, Section 1.7
+      href: https://liheapch.acf.gov/docs/2026/state-plans/ME_Plan_2026.pdf#page=5
+    - title: Maine FY2026 Benefit Matrix, 99-346 CMR ch. 24, section 4(C) (2025 edition)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/ME_BenefitMatrix_2026.pdf#page=2
+    - title: 99-346 CMR ch. 24, section 4(B) (effective June 29, 2026)
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=17

policyengine_us/parameters/gov/states/me/msha/heap/payment/value_per_point.yaml

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+description: Maine pays this amount per benefit point under the Low Income Home Energy Assistance Program.
+# ESTIMATE. MaineHousing announces the dollar value of points after each federal
+# award (rule 4(A)) and has published none for FFY2025 through FFY2027. $22 is
+# inferred from the FFY2025 and FFY2026 plans' $1,012 maximum benefit: the
+# 2025-edition maximum of 35 points times 130% is 45.5, rounded up to 46, and
+# 46 x $22 = $1,012. Their $88 minimum (4 x $22) follows the plans' 4-point
+# template; the matrix's smallest award is 3 points (6 + 2 + 4 - 9 = 3;
+# 3 x 70% = 2.1, rounded up to 3), so the minimum does not support the value.
+# The value is reused with the June 29, 2026 matrix until MaineHousing
+# announces one. The draft FFY2027 plan in the April 2026 board packet
+# (Section 2.6) repeats the $88 minimum and $1,012 maximum beside a reviewer
+# note to obtain the figures, so it supplies no new value. At $22 the June 29,
+# 2026 matrix pays from $154 (8 + 1 + 1 + 3 - 3 = 10 points for a subsidized
+# apartment in Cumberland or Kennebec heated with natural gas, wood, biobricks
+# or OTHER fuel; 10 x 0.7 = 7) to $1,188 (8 + 3 + 6 + 8 + 5 = 30 points;
+# 30 x 1.8 = 54). The last published values
+# ($55 and $44 for FFY2023) belong to an older energy-cost matrix and are not
+# used.
+values:
+  2024-10-01: 22
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Maine HEAP dollar value per point
+  reference:
+    - title: Maine FY2025 LIHEAP State Plan, Section 2.6
+      href: https://liheapch.acf.gov/docs/2025/state-plans/ME_Plan_2025.pdf#page=8
+    - title: Maine FY2026 LIHEAP State Plan, Section 2.6
+      href: https://liheapch.acf.gov/docs/2026/state-plans/ME_Plan_2026.pdf#page=10
+    - title: MaineHousing April 2026 board packet, draft FFY2027 LIHEAP State Plan, Section 2.6
+      href: https://www.mainehousing.org/docs/default-source/boarddocs/april-2026-board-packet.pdf#page=110
+    - title: 99-346 CMR ch. 24, section 4(A) (effective June 29, 2026)
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=15

policyengine_us/parameters/gov/states/me/msha/heap/points/base.yaml

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+description: Maine assigns this number of base points to every eligible household under the Low Income Home Energy Assistance Program.
+# The 2024 and 2025 editions have no base points; the June 29, 2026
+# replacement adds 8.
+values:
+  2024-07-03: 0
+  2026-06-29: 8
+
+metadata:
+  unit: /1
+  period: year
+  label: Maine HEAP base points
+  reference:
+    - title: Maine FY2026 Benefit Matrix, 99-346 CMR ch. 24, section 4(A) (2025 edition)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/ME_BenefitMatrix_2026.pdf#page=1
+    - title: 99-346 CMR ch. 24, section 4(A) (2025 edition, SOS filing 2025-135)
+      href: https://www.maine.gov/sos/sites/maine.gov.sos/files/inline-files/346c024.docx
+    - title: 99-346 CMR ch. 24, section 4(A) (effective June 29, 2026)
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=16

policyengine_us/parameters/gov/states/me/msha/heap/points/county.yaml

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+description: Maine assigns these points by county of residence under the Low Income Home Energy Assistance Program.
+# The June 29, 2026 replacement sets county points by heating degree days.
+ANDROSCOGGIN_COUNTY_ME:
+  2024-07-03: 4
+  2026-06-29: 2
+AROOSTOOK_COUNTY_ME:
+  2024-07-03: 7
+  2026-06-29: 6
+CUMBERLAND_COUNTY_ME:
+  2024-07-03: 3
+  2026-06-29: 1
+FRANKLIN_COUNTY_ME:
+  2024-07-03: 6
+  2026-06-29: 5
+HANCOCK_COUNTY_ME:
+  2024-07-03: 4
+  2026-06-29: 4
+KENNEBEC_COUNTY_ME:
+  2024-07-03: 2
+  2026-06-29: 1
+KNOX_COUNTY_ME:
+  2024-07-03: 3
+  2026-06-29: 2
+LINCOLN_COUNTY_ME:
+  2024-07-03: 3
+  2026-06-29: 2
+OXFORD_COUNTY_ME:
+  2024-07-03: 5
+  2026-06-29: 4
+PENOBSCOT_COUNTY_ME:
+  2024-07-03: 5
+  2026-06-29: 3
+PISCATAQUIS_COUNTY_ME:
+  2024-07-03: 6
+  2026-06-29: 4
+SAGADAHOC_COUNTY_ME:
+  2024-07-03: 2
+  2026-06-29: 3
+SOMERSET_COUNTY_ME:
+  2024-07-03: 6
+  2026-06-29: 4
+WALDO_COUNTY_ME:
+  2024-07-03: 3
+  2026-06-29: 3
+WASHINGTON_COUNTY_ME:
+  2024-07-03: 2
+  2026-06-29: 4
+YORK_COUNTY_ME:
+  2024-07-03: 3
+  2026-06-29: 2
+
+metadata:
+  unit: /1
+  period: year
+  label: Maine HEAP county points
+  propagate_metadata_to_children: true
+  reference:
+    - title: Maine FY2026 Benefit Matrix, 99-346 CMR ch. 24, section 4(A) (2025 edition)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/ME_BenefitMatrix_2026.pdf#page=1
+    - title: 99-346 CMR ch. 24, section 4(A) (2025 edition, SOS filing 2025-135)
+      href: https://www.maine.gov/sos/sites/maine.gov.sos/files/inline-files/346c024.docx
+    - title: 99-346 CMR ch. 24, section 4(A) (effective June 29, 2026)
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=16

policyengine_us/parameters/gov/states/me/msha/heap/points/dwelling.yaml

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+description: Maine assigns these points by dwelling type under the Low Income Home Energy Assistance Program.
+# Condominiums, duplexes and apartments have separate rows with the same
+# points in both matrices, so they share one dwelling type.
+STICK_BUILT_OR_MODULAR:
+  2024-07-03: 9
+  2026-06-29: 3
+MOBILE_OR_MANUFACTURED:
+  2024-07-03: 8
+  2026-06-29: 2
+CONDO_DUPLEX_OR_APARTMENT:
+  2024-07-03: 6
+  2026-06-29: 1
+
+metadata:
+  unit: /1
+  period: year
+  label: Maine HEAP dwelling points
+  breakdown:
+    - me_heap_dwelling_type
+  propagate_metadata_to_children: true
+  reference:
+    - title: Maine FY2026 Benefit Matrix, 99-346 CMR ch. 24, section 4(A) (2025 edition)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/ME_BenefitMatrix_2026.pdf#page=1
+    - title: 99-346 CMR ch. 24, section 4(A) (2025 edition, SOS filing 2025-135)
+      href: https://www.maine.gov/sos/sites/maine.gov.sos/files/inline-files/346c024.docx
+    - title: 99-346 CMR ch. 24, section 4(A) (effective June 29, 2026)
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=16

policyengine_us/parameters/gov/states/me/msha/heap/points/fuel.yaml

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+description: Maine assigns these points by primary heating fuel under the Low Income Home Energy Assistance Program.
+# The wood row is cordwood. Bio-fuel including bio-bricks (6), wood pellets (5)
+# and corn (5) in the 2025 edition and wood pellet (4) and biobrick (3) in the
+# June 29, 2026 replacement have no heating_type value. Households heating
+# with them report OTHER, which takes the lowest of those rows; the
+# replacement has no corn row.
+electricity:
+  2024-07-03: 14
+  2026-06-29: 8
+lp_gas:
+  2024-07-03: 10
+  2026-06-29: 5
+kerosene:
+  2024-07-03: 8
+  2026-06-29: 5
+oil:
+  2024-07-03: 7
+  2026-06-29: 4
+coal:
+  2024-07-03: 5
+  2026-06-29: 4
+natural_gas:
+  2024-07-03: 5
+  2026-06-29: 3
+wood:
+  2024-07-03: 4
+  2026-06-29: 3
+other:
+  2024-07-03: 5
+  2026-06-29: 3
+
+metadata:
+  unit: /1
+  period: year
+  label: Maine HEAP fuel points
+  propagate_metadata_to_children: true
+  reference:
+    - title: "Maine FY2026 Benefit Matrix, 99-346 CMR ch. 24, section 4(A) (2025 edition) #page 1-2"
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/ME_BenefitMatrix_2026.pdf#page=1
+    - title: 99-346 CMR ch. 24, section 4(A) (2025 edition, SOS filing 2025-135)
+      href: https://www.maine.gov/sos/sites/maine.gov.sos/files/inline-files/346c024.docx
+    - title: 99-346 CMR ch. 24, section 4(A) (effective June 29, 2026)
+      href: https://www.mainehousing.org/docs/default-source/msha-rules/ch24-home-energy-assistance-program-rule.pdf#page=16