From 18377c9db9ea9772a047663b474cc8e091301437 Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:01:40 -0500 Subject: [PATCH 01/10] Add a national LIHEAP total and LIHEAP cooling registry notes Sum each state's regular LIHEAP payment in a new liheap variable, add an Illinois regular heating payment without crisis assistance, add a Michigan Home Heating Credit registry entry, and record each state's cooling treatment in its registry note. Co-Authored-By: Claude Opus 5.5 --- changelog.d/liheap-aggregate.added.md | 1 + .../gov/hhs/liheap/regular_payments.yaml | 64 ++++++++++ policyengine_us/programs.yaml | 74 ++++++----- .../baseline/gov/hhs/liheap/liheap.yaml | 120 ++++++++++++++++++ .../liheap/il_liheap_regular_heating.yaml | 65 ++++++++++ .../variables/gov/hhs/liheap/liheap.py | 11 ++ .../dceo/liheap/il_liheap_regular_heating.py | 13 ++ .../ma/doer/liheap/payment/ma_liheap.py | 1 + 8 files changed, 317 insertions(+), 32 deletions(-) create mode 100644 changelog.d/liheap-aggregate.added.md create mode 100644 policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/il/dceo/liheap/il_liheap_regular_heating.yaml create mode 100644 policyengine_us/variables/gov/hhs/liheap/liheap.py create mode 100644 policyengine_us/variables/gov/states/il/dceo/liheap/il_liheap_regular_heating.py diff --git a/changelog.d/liheap-aggregate.added.md b/changelog.d/liheap-aggregate.added.md new file mode 100644 index 00000000000..010b258594b --- /dev/null +++ b/changelog.d/liheap-aggregate.added.md @@ -0,0 +1 @@ +Add a national LIHEAP total that sums each state's regular payment, an Illinois regular heating payment without crisis assistance, a Michigan Home Heating Credit registry entry, and cooling notes for each state's LIHEAP registry entry. diff --git a/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml b/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml new file mode 100644 index 00000000000..e811bea6fbd --- /dev/null +++ b/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml @@ -0,0 +1,64 @@ +description: States provide these regular payments under the Low Income Home Energy Assistance Program. +values: + 2023-01-01: + - ak_hap # Alaska Heating Assistance Program + - al_liheap # Alabama LIHEAP + - ar_liheap # Arkansas LIHEAP + - az_liheap # Arizona LIHEAP + # California's three components are exclusive by eligibility, so their sum is its single regular payment. + - ca_liheap_utility_heating # California HEAP utility heating + - ca_liheap_covered_liquid_heating # California WPO propane and fuel oil heating + - ca_liheap_wood_heating # California WPO wood heating + - co_leap # Colorado LEAP + - ct_ceap # Connecticut CEAP + - dc_liheap_payment # DC LIHEAP + - de_liheap # Delaware LIHEAP + - fl_liheap # Florida LIHEAP + - ga_liheap # Georgia LIHEAP + - hi_liheap_subsidized_amount # Hawaii LIHEAP subsidized dwelling benefit + - ia_liheap # Iowa LIHEAP + - id_liheap # Idaho LIHEAP + - il_liheap_regular_heating # Illinois LIHEAP, without crisis assistance + - in_eap # Indiana EAP + - ks_liheap # Kansas LIEAP + - ky_liheap # Kentucky LIHEAP + - la_liheap # Louisiana LIHEAP + - ma_liheap # Massachusetts LIHEAP + - md_meap # Maryland MEAP + - me_heap # Maine HEAP + - mn_eap # Minnesota EAP + - mo_liheap # Missouri LIHEAP + - ms_liheap # Mississippi LIHEAP + - mt_liheap # Montana LIHEAP + - nc_lieap # North Carolina LIEAP + - nd_liheap # North Dakota LIHEAP + - ne_liheap # Nebraska LIHEAP + - nh_fap # New Hampshire FAP + - nj_liheap # New Jersey LIHEAP + - nm_liheap # New Mexico LIHEAP + - nv_liheap # Nevada LIHEAP + - ny_heap # New York HEAP + - oh_liheap # Ohio HEAP + - ok_liheap # Oklahoma LIHEAP + - or_liheap # Oregon LIHEAP + - pa_liheap # Pennsylvania LIHEAP + - ri_liheap # Rhode Island LIHEAP + - sc_liheap # South Carolina LIHEAP + - sd_liheap # South Dakota LIEAP + - tn_liheap # Tennessee LIHEAP + - tx_ceap # Texas CEAP + - ut_heat # Utah HEAT + - va_eap # Virginia EAP + - vt_liheap # Vermont Seasonal Fuel Assistance + - wa_liheap # Washington LIHEAP + - wi_wheap # Wisconsin WHEAP + - wv_lieap # West Virginia LIEAP + - wy_lieap # Wyoming LIEAP + +metadata: + unit: list + period: year + label: LIHEAP regular state payments + reference: + - title: 42 U.S.C. 8624(b)(1)(A) + href: https://www.law.cornell.edu/uscode/text/42/8624#b_1_A diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index a7cef450f8b..26816f1b9b9 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -987,7 +987,8 @@ programs: category: Benefits agency: HHS status: partial - coverage: AK, AR, AL, AZ, CA, CO, CT, DC, DE, GA, HI, Riverside County, MA, FL, IL, IA, ID, IN, KS, KY, LA, MD, ME, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, RI, TN, TX, UT, VA, VT, WA, WI, WV, WY + coverage: AK, AR, AL, AZ, CA, CO, CT, DC, DE, GA, HI, Riverside County, MA, FL, IL, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, RI, TN, TX, UT, VA, VT, WA, WI, WV, WY + variable: liheap state_implementations: - state: AL status: partial @@ -1004,7 +1005,7 @@ programs: variable: ak_hap parameter_prefix: gov.states.ak.dpa.hap verified_years: "2027" - notes: FY2027 regular heating under the federal LIHEAP component (not the state-funded AAHP), with shared-dwelling and utility-allowance reductions applied to heating points as 7 AAC 44.080 directs. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2027 regular heating under the federal LIHEAP component (not the state-funded AAHP), with shared-dwelling and utility-allowance reductions applied to heating points as 7 AAC 44.080 directs. Alaska offers no cooling assistance; crisis, weatherization and equipment assistance are out of scope. - state: AR status: partial name: Arkansas LIHEAP @@ -1035,7 +1036,7 @@ programs: variable: co_leap parameter_prefix: gov.states.co.cdhs.leap verified_years: "2026" - notes: FY2026 regular heating assistance, including heat-in-rent costs, income contribution rates and the subsidized-housing deduction. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2026 regular heating assistance, including heat-in-rent costs, income contribution rates and the subsidized-housing deduction. Colorado offers no cooling assistance; crisis, weatherization and equipment assistance are out of scope. - state: CT status: partial name: Connecticut CEAP @@ -1043,7 +1044,7 @@ programs: variable: ct_ceap parameter_prefix: gov.states.ct.dss.ceap verified_years: "2026-2027" - notes: FY2026-FY2027 basic and rental heating assistance. The SNAP nominal benefit, crisis, weatherization and equipment assistance are out of scope. + notes: FY2026-FY2027 basic and rental heating assistance. Connecticut offers no cooling assistance; the SNAP nominal benefit, crisis, weatherization and equipment assistance are out of scope. - state: GA status: partial name: Georgia LIHEAP @@ -1065,7 +1066,7 @@ programs: full_name: Ohio Home Energy Assistance Program variable: oh_liheap parameter_prefix: gov.states.oh.odjfs.liheap - notes: Regular heating only, without the PIPP reduction; crisis, cooling and weatherization assistance are out of scope. Payment coefficients after 2023 are estimates from workbook covers and published benefit ranges, so no full benefit year is verified. + notes: Regular heating only, without the PIPP reduction; payment coefficients after 2023 are estimates from workbook covers and published benefit ranges, so no full benefit year is verified. Ohio has no regular cooling payment, and cooling help comes only through the Summer Crisis Program and weatherization; crisis and weatherization assistance are out of scope. - state: OK status: partial name: Oklahoma LIHEAP @@ -1081,7 +1082,7 @@ programs: variable: pa_liheap parameter_prefix: gov.states.pa.dhs.liheap verified_years: "2025-2027" - notes: FY2025-FY2027 regular heating only, from the FY2025 and FY2026 benefit matrices and the current benefit lookup. Crisis, cooling and weatherization assistance are out of scope. + notes: FY2025-FY2027 regular heating only, from the FY2025 and FY2026 benefit matrices and the current benefit lookup. Pennsylvania has no regular cooling payment, and cooling help comes only through DCED cooling equipment; crisis, equipment and weatherization assistance are out of scope. - state: RI status: partial name: Rhode Island LIHEAP @@ -1089,7 +1090,7 @@ programs: variable: ri_liheap parameter_prefix: gov.states.ri.dhs.liheap verified_years: "2026" - notes: FY2026 regular heating, including heat-in-rent grants and the $350 utility enhancement, assuming a qualifying utility account. Earlier years and FY2027 payments reuse FY2026 amounts as unverified estimates; crisis, cooling and weatherization are out of scope. + notes: FY2026 regular heating, including heat-in-rent grants and the $350 utility enhancement, assuming a qualifying utility account. Earlier years and FY2027 payments reuse FY2026 amounts as unverified estimates; Rhode Island offers no cooling assistance in FY2026 or FY2027, and crisis and weatherization are out of scope. - state: DC status: complete name: DC LIHEAP @@ -1110,6 +1111,7 @@ programs: full_name: Massachusetts Low Income Home Energy Assistance Program variable: ma_liheap parameter_prefix: gov.states.ma.doer.liheap + notes: Massachusetts offers no cooling assistance. - state: FL status: partial name: Florida LIHEAP @@ -1123,6 +1125,7 @@ programs: full_name: Illinois Low Income Home Energy Assistance Program variable: il_liheap parameter_prefix: gov.states.il.dceo.liheap + notes: Regular heating plus the winter crisis amount; the national liheap total counts only the regular heating payment. Illinois has no regular cooling payment, and cooling help comes only through crisis equipment repair and weatherization, which are out of scope. - state: IA status: partial name: Iowa LIHEAP @@ -1130,7 +1133,7 @@ programs: variable: ia_liheap parameter_prefix: gov.states.ia.hhs.liheap verified_years: "2026" - notes: FY2026 Regular Assistance heating benefit from the points matrix, with a flat amount for households that buy propane or fuel oil. Crisis assistance, cooling and weatherization are out of scope. + notes: FY2026 Regular Assistance heating benefit from the points matrix, with a flat amount for households that buy propane or fuel oil. Iowa has no regular cooling payment, and cooling help comes only through crisis Emergency Cooling; crisis assistance and weatherization are out of scope. - state: IN status: partial name: Indiana EAP @@ -1138,7 +1141,7 @@ programs: variable: in_eap parameter_prefix: gov.states.in.ihcda.eap verified_years: "2026" - notes: PY2026 regular heating and the winter electric allowance only. Crisis, cooling and weatherization assistance are out of scope. + notes: PY2026 regular heating and the winter electric allowance only. Indiana offers no cooling assistance; crisis and weatherization assistance are out of scope. - state: KS status: partial name: Kansas LIEAP @@ -1146,7 +1149,7 @@ programs: variable: ks_liheap parameter_prefix: gov.states.ks.dcf.liheap verified_years: "2025-2026" - notes: FY2025-FY2026 regular heating only. The FY2026 $130 minimum comes from the plan's estimated benefit levels; crisis, cooling and weatherization assistance are out of scope. + notes: FY2025-FY2026 regular heating only, with the FY2026 $130 minimum from the plan's estimated benefit levels. Kansas has no regular cooling payment, and cooling help comes only through weatherization; crisis and weatherization assistance are out of scope. - state: KY status: partial name: Kentucky LIHEAP @@ -1170,7 +1173,7 @@ programs: variable: md_meap parameter_prefix: gov.states.md.dhs.meap verified_years: "2025-2027" - notes: FY25-FY27 regular heating only, with the fuel tables, the Garrett County multiplier and the subsidized and nominal levels. The SNAP nominal payment, cooling, EUSP, arrearage, crisis and equipment benefits are out of scope. + notes: FY25-FY27 regular heating only, with the fuel tables, the Garrett County multiplier and the subsidized and nominal levels. Maryland has no regular cooling payment, and cooling help comes only through crisis and weatherization equipment work; the SNAP nominal payment, EUSP, arrearage, crisis and equipment benefits are out of scope. - state: ME status: partial name: Maine HEAP @@ -1178,7 +1181,14 @@ programs: variable: me_heap parameter_prefix: gov.states.me.msha.heap verified_years: "2026-2027" - notes: FY2026-FY2027 Fuel Assistance under both points matrices, with an estimated $22 per point because MaineHousing has not announced one. Crisis, the TANF fuel supplement, weatherization and CHIP are out of scope. + notes: FY2026-FY2027 Fuel Assistance under both points matrices, with an estimated $22 per point because MaineHousing has not announced one. Maine offers no cooling assistance; crisis, the TANF fuel supplement, weatherization and CHIP are out of scope. + - state: MI + status: partial + name: Michigan Home Heating Credit + full_name: Michigan Home Heating Credit + variable: mi_home_heating_credit + parameter_prefix: gov.states.mi.tax.income.credits.home_heating + notes: Michigan delivers regular heating help through the refundable Home Heating Credit, which is not in the national liheap total. Cooling help comes only through crisis and weatherization, which are out of scope. - state: MN status: partial name: Minnesota EAP @@ -1186,7 +1196,7 @@ programs: variable: mn_eap parameter_prefix: gov.states.mn.commerce.eap verified_years: "2026-2027" - notes: FFY2026-FFY2027 Primary Heat, Minnesota's single regular benefit, based on total household energy costs including electricity. Crisis, Energy Related Repair and weatherization are out of scope. + notes: FFY2026-FFY2027 Primary Heat, Minnesota's single regular benefit, based on total household energy costs including electricity, so it also covers cooling bills. Crisis, Energy Related Repair and weatherization are out of scope. - state: MO status: partial name: Missouri LIHEAP @@ -1194,7 +1204,7 @@ programs: variable: mo_liheap parameter_prefix: gov.states.mo.dss.liheap verified_years: "2026-2027" - notes: FY2026-FY2027 regular Energy Assistance only, including the heat-in-rent payment. Crisis (ECIP), cooling and weatherization assistance are out of scope. + notes: FY2026-FY2027 regular Energy Assistance, including the heat-in-rent payment; paid to an electric account, it also covers cooling bills from October to May. Crisis (ECIP), including Summer ECIP, and weatherization assistance are out of scope. - state: MS status: partial name: Mississippi LIHEAP @@ -1202,7 +1212,7 @@ programs: variable: ms_liheap parameter_prefix: gov.states.ms.mdhs.liheap verified_years: "2026" - notes: FY2026 regular assistance for heating fuel and electric bills, using the published matrix as printed. Crisis assistance and energy equipment are out of scope. + notes: FY2026 regular assistance for heating fuel and electric bills in any season, so it also covers cooling bills, using the published matrix as printed. Crisis assistance and energy equipment are out of scope. - state: MT status: partial name: Montana LIHEAP @@ -1210,7 +1220,7 @@ programs: variable: mt_liheap parameter_prefix: gov.states.mt.dphhs.liheap verified_years: "2026-2027" - notes: FFY2026-FFY2027 regular heating benefit from the base benefit matrix and district multipliers, including the modified benefit for subsidized heat-in-rent households. Emergency (CRF), proration and weatherization are out of scope. + notes: FFY2026-FFY2027 regular heating benefit from the base benefit matrix and district multipliers, including the modified benefit for subsidized heat-in-rent households. Montana has no regular cooling payment, and cooling help comes only through Emergency Assistance (CRF); CRF, proration and weatherization are out of scope. - state: NC status: partial name: North Carolina LIEAP @@ -1218,7 +1228,7 @@ programs: variable: nc_lieap parameter_prefix: gov.states.nc.ncdhhs.lieap verified_years: "2026-2027" - notes: FY2026-FY2027 regular heating only, with the dated resource waiver. Crisis, cooling and weatherization assistance are out of scope. + notes: FY2026-FY2027 regular heating only, with the dated resource waiver. North Carolina has no regular cooling payment, and cooling help comes only through the Crisis Intervention Program; crisis and weatherization assistance are out of scope. - state: ND status: partial name: North Dakota LIHEAP @@ -1226,7 +1236,7 @@ programs: variable: nd_liheap parameter_prefix: gov.states.nd.dhs.liheap verified_years: "2026" - notes: FY2026 regular heating, including heat-in-rent payments. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2026 regular heating, including heat-in-rent payments. North Dakota has no regular cooling payment, and its cooling component only buys or repairs air conditioners and fans; crisis, weatherization and equipment assistance are out of scope. - state: NE status: partial name: Nebraska LIHEAP @@ -1242,7 +1252,7 @@ programs: variable: nh_fap parameter_prefix: gov.states.nh.doe.fap verified_years: "2027" - notes: PY2027 regular heating, estimating heating cost with bedrooms (at least one room) as the room count; unsubsidized heat in rent receives the ordinary schedule, which prints no heat-in-rent reduction. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: PY2027 regular heating, estimating heating cost with bedrooms (at least one room) as the room count; unsubsidized heat in rent receives the ordinary schedule, which prints no heat-in-rent reduction. New Hampshire has no regular cooling payment, and cooling help comes only through weatherization repairs; crisis, weatherization and equipment assistance are out of scope. - state: NJ status: partial name: New Jersey LIHEAP @@ -1250,7 +1260,7 @@ programs: variable: nj_liheap parameter_prefix: gov.states.nj.dca.liheap verified_years: "2026-2027" - notes: FY2026-FY2027 regular heating only, covering eligibility, countable income and the benefit grid, including the one renters cell that changes in FY2027; the program is not modeled before FY2022. Crisis, cooling and equipment assistance are out of scope. + notes: FY2026-FY2027 regular heating only, covering eligibility, countable income and the benefit grid, including the one renters cell that changes in FY2027; the program is not modeled before FY2022. The medically necessary cooling benefit is not modeled because it needs a medical certification that no input carries; crisis and equipment assistance are out of scope. - state: NM status: partial name: New Mexico LIHEAP @@ -1258,7 +1268,7 @@ programs: variable: nm_liheap parameter_prefix: gov.states.nm.hca.liheap verified_years: "2026-2027" - notes: FY2026-FY2027 annual benefit from the point system on the household's heating fuel or electric bill, with three income points up to 100% of the poverty guideline. Crisis assistance and weatherization are out of scope. + notes: FY2026-FY2027 annual benefit from the point system on the household's heating fuel or electric bill, with three income points up to 100% of the poverty guideline; the one benefit also covers cooling bills. Crisis assistance and weatherization are out of scope. - state: NV status: partial name: Nevada LIHEAP @@ -1274,7 +1284,7 @@ programs: variable: ny_heap parameter_prefix: gov.states.ny.otda.heap verified_years: "2024-2026" - notes: FY2024-FY2026 regular heating only, with the fuel base amounts, the Tier I and vulnerable supplements and the heat-included levels. Crisis, cooling, HERR and clean-and-tune assistance are out of scope. + notes: FY2024-FY2026 regular heating only, with the fuel base amounts, the Tier I and vulnerable supplements and the heat-included levels. New York has no regular cooling payment, and its Cooling Assistance Component only installs an air conditioner or fan; crisis, cooling equipment, HERR and clean-and-tune assistance are out of scope. - state: OR status: partial name: Oregon LIHEAP @@ -1297,7 +1307,7 @@ programs: full_name: South Dakota Low Income Energy Assistance Program variable: sd_liheap parameter_prefix: gov.states.sd.dss.liheap - notes: FY2024-FY2026 regular heating only; mixed-status income is counted in full and FY2026 Mid thresholds are inferred, so no year is verified. Crisis, cooling and weatherization are out of scope. + notes: FY2024-FY2026 regular heating only; mixed-status income is counted in full and FY2026 Mid thresholds are inferred, so no year is verified. South Dakota offers no cooling assistance; crisis and weatherization are out of scope. - state: TN status: partial name: Tennessee LIHEAP @@ -1305,14 +1315,14 @@ programs: variable: tn_liheap parameter_prefix: gov.states.tn.thda.liheap verified_years: "2026-2027" - notes: FY2026-FY2027 regular benefit from the THDA benefit matrices; FY2027 uses the posted LI-12 matrix while its plan and manual are drafts. Crisis and weatherization assistance are out of scope. + notes: FY2026-FY2027 regular benefit from the THDA benefit matrices, which also covers cooling bills; FY2027 uses the posted LI-12 matrix while its plan and manual are drafts. Crisis and weatherization assistance are out of scope. - state: TX status: partial name: Texas CEAP full_name: Texas Comprehensive Energy Assistance Program variable: tx_ceap parameter_prefix: gov.states.tx.tdhca.ceap - notes: Models the 150% FPG income limit, the alternative 60% SMI limit from the FY2024 state plan (applied through 2024), benefit amounts, and categorical eligibility through TANF enrollment, SNAP eligibility, and SSI receipt. Not modeled - net rather than gross gambling winnings, the Medicare premium deduction from counted Social Security, and the exclusion of means-tested veterans' pensions from counted income (10 TAC 6.4(c)) + notes: Models the Utility Assistance benefit, which also covers cooling bills under one yearly cap, with the 150% FPG income limit, the alternative 60% SMI limit from the FY2024 state plan (applied through 2024), benefit amounts, and categorical eligibility through TANF enrollment, SNAP eligibility, and SSI receipt. Not modeled - net rather than gross gambling winnings, the Medicare premium deduction from counted Social Security, and the exclusion of means-tested veterans' pensions from counted income (10 TAC 6.4(c)) - state: UT status: partial name: Utah HEAT @@ -1320,7 +1330,7 @@ programs: variable: ut_heat parameter_prefix: gov.states.ut.dwf.heat verified_years: "2026" - notes: Regular heating under the rules effective March 1, 2026, including the target-group and propane, kerosene or fuel oil supplements. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: The one HEAT benefit a program year under the rules effective March 1, 2026, including the target-group and propane, kerosene or fuel oil supplements; it also covers cooling bills. Crisis, weatherization and equipment assistance are out of scope. - state: VA status: partial name: Virginia EAP @@ -1336,7 +1346,7 @@ programs: variable: vt_liheap parameter_prefix: gov.states.vt.dcf.liheap verified_years: "2026" - notes: FY2026 regular heating with an estimated 51% payment rate, which DCF does not publish; later years carry it forward, so they omit the larger 2026-27 oil and kerosene benefit. Late-application proration of the regular benefit is not modeled; crisis, Heat and Eat and weatherization are out of scope. + notes: FY2026 regular heating with an estimated 51% payment rate, which DCF does not publish; later years carry it forward, so they omit the larger 2026-27 oil and kerosene benefit. Vermont offers no cooling assistance, late-application proration of the regular benefit is not modeled, and crisis, Heat and Eat and weatherization are out of scope. - state: WA status: partial name: Washington LIHEAP @@ -1344,7 +1354,7 @@ programs: variable: wa_liheap parameter_prefix: gov.states.wa.commerce.liheap verified_years: "2026" - notes: FY2026 regular heating from reported annual heating costs, with the $250 minimum when heat is included in rent. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2026 regular heating from reported annual heating costs, with the $250 minimum when heat is included in rent. Washington has no regular cooling payment, and cooling help comes only through crisis, in-kind equipment and weatherization, which are out of scope. - state: WI status: partial name: Wisconsin WHEAP @@ -1352,7 +1362,7 @@ programs: variable: wi_wheap parameter_prefix: gov.states.wi.doa.wheap verified_years: "2026" - notes: FFY2026 regular heating benefit from the HE+ formula with the published heat proxy table. The non-heating electric benefit, crisis and weatherization are out of scope. + notes: FFY2026 regular heating benefit from the HE+ formula with the published heat proxy table. Wisconsin has no regular cooling payment, and cooling help comes only through summer crisis and weatherization; the non-heating electric benefit, crisis and weatherization are out of scope. - state: WV status: partial name: West Virginia LIEAP @@ -1360,7 +1370,7 @@ programs: variable: wv_lieap parameter_prefix: gov.states.wv.dhhr.lieap verified_years: "2026-2027" - notes: FY2026-FY2027 regular heating payments for households of one to twenty qualified members. Crisis, cooling, weatherization, equipment and the utility discount are out of scope. + notes: FY2026-FY2027 regular heating payments for households of one to twenty qualified members. West Virginia has no regular cooling payment, and cooling help comes only through Emergency Cooling crisis payments and unit repair or replacement; crisis, equipment, weatherization and the utility discount are out of scope. - state: WY status: partial name: Wyoming LIEAP @@ -1368,14 +1378,14 @@ programs: variable: wy_lieap parameter_prefix: gov.states.wy.dfs.lieap verified_years: "2026" - notes: FY2026 regular heating from the published fuel cost standards. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2026 regular heating from the published fuel cost standards. Wyoming has no regular cooling payment, and cooling help comes only through crisis cooling-system repair and weatherization; crisis, weatherization and equipment assistance are out of scope. - state: ID status: partial name: Idaho LIHEAP full_name: Idaho Low Income Home Energy Assistance Program variable: id_liheap parameter_prefix: gov.states.id.dhw.liheap - notes: FY2026 regular heating; burden bands use the PY2007 heating-cost table, whose FY2026 currency is unconfirmed, so no year is verified. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2026 regular heating; burden bands use the PY2007 heating-cost table, whose FY2026 currency is unconfirmed, so no year is verified. Idaho has no regular cooling payment, and cooling help comes only through crisis and weatherization; crisis, weatherization and equipment assistance are out of scope. # --- SSA programs --- - id: ssi diff --git a/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml b/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml new file mode 100644 index 00000000000..136b8caa264 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml @@ -0,0 +1,120 @@ +# The national total adds each state's regular LIHEAP payment listed in +# gov.hhs.liheap.regular_payments. 2026 poverty guidelines (contiguous US): +# 15,960 for one person plus 5,680 for each additional person. + +- name: Case 1, a Texas CEAP utility payment flows into the national total. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 34 + # 12 an hour for 30 hours a week: 12 * 30 * 52 = 18,720. + employment_income_before_lsr: 18_720 + spm_units: + spm_unit: + members: [person1] + heating_type: ELECTRICITY + has_cooling_expense: true + # 165 a month for heating and air conditioning. + pre_subsidy_electricity_expense: 1_980 + households: + household: + members: [person1] + state_code: TX + output: + # 18,720 / 15,960 = 117% of the guideline, within 150%: eligible. + # Above 75%, so the 76-150% cap of 1,200 applies (10 TAC 6.309(e)(3)). + # min(1,200, electricity 1,980 + gas 0) = 1,200. + tx_ceap: 1_200 + liheap: 1_200 + +- name: Case 2, a Michigan household gets nothing because the Home Heating Credit is not in the total. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 41 + employment_income_before_lsr: 24_000 + spm_units: + spm_unit: + members: [person1] + heating_type: NATURAL_GAS + has_cooling_expense: true + # 85 a month for gas heat. + gas_expense: 1_020 + households: + household: + members: [person1] + state_code: MI + output: + # Michigan's regular heating help is the refundable Home Heating Credit, + # which the list leaves out, and Michigan has no regular cooling payment. + liheap: 0 + +- name: Case 3, Illinois counts the regular heating payment but not the crisis amount. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 29 + # 33 hours a week at the 15 Illinois minimum wage: 15 * 33 * 52 = 25,740. + employment_income_before_lsr: 25_740 + person2: + age: 6 + spm_units: + spm_unit: + members: [person1, person2] + heating_type: ELECTRICITY + has_cooling_expense: true + # 150 a month in an all-electric apartment. + pre_subsidy_electricity_expense: 1_800 + il_liheap_eligible_for_crisis_assistance: true + households: + household: + members: [person1, person2] + state_code: IL + output: + # Guideline for two: 15,960 + 5,680 = 21,640. + # 25,740 / 21,640 = 119%: income bracket 3 (101-150%). + # FY2026 all-electric amount, bracket 3, two people: 425. + # min(425, electricity 1,800) = 425. + il_liheap_base_payment: 425 + il_liheap_crisis_assistance_amount: 1_500 + # 425 + 1,500 = 1,925. + il_liheap: 1_925 + il_liheap_regular_heating: 425 + liheap: 425 + +- name: Case 4, a California wood heating payment counts once, with no utility payment added. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 70 + # 1,500 a month. + social_security_retirement: 18_000 + spm_units: + spm_unit: + members: [person1] + heating_type: WOOD + wood_expense: 850 + ca_liheap_approved_wood_delivery_cost: 850 + # 100 a month for electricity, which does not heat the home. + pre_subsidy_electricity_expense: 1_200 + households: + household: + members: [person1] + state_code: CA + county: FRESNO_COUNTY_CA + output: + # The approved wood quote of 850 is below the 1,000 ordinary maximum. + ca_liheap_wood_heating: 850 + # A household with a wood or liquid-fuel payment gets no utility payment, + # so the electric bill adds nothing. + ca_liheap_utility_heating: 0 + ca_liheap_covered_liquid_heating: 0 + liheap: 850 diff --git a/policyengine_us/tests/policy/baseline/gov/states/il/dceo/liheap/il_liheap_regular_heating.yaml b/policyengine_us/tests/policy/baseline/gov/states/il/dceo/liheap/il_liheap_regular_heating.yaml new file mode 100644 index 00000000000..879ce06541d --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/il/dceo/liheap/il_liheap_regular_heating.yaml @@ -0,0 +1,65 @@ +# 2026 poverty guidelines (contiguous US): 15,960 for one person plus 5,680 +# for each additional person. Amounts are the FY2026 benefit matrix values. +# Wages are 40 hours a week at the 15 Illinois minimum wage: 15 * 40 * 52 = 31,200. + +- name: Case 1, the regular heating payment leaves out the crisis amount. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 33 + employment_income_before_lsr: 31_200 + person2: + age: 9 + person3: + age: 4 + spm_units: + spm_unit: + members: [person1, person2, person3] + heating_type: NATURAL_GAS + # 90 a month for gas heat. + gas_expense: 1_080 + il_liheap_eligible_for_crisis_assistance: true + households: + household: + members: [person1, person2, person3] + state_code: IL + output: + # Guideline for three: 15,960 + 2 * 5,680 = 27,320. + # 31,200 / 27,320 = 114%: income bracket 3 (101-150%). + # Natural gas amount, bracket 3, three people: 546. + # min(546, gas 1,080) = 546. + il_liheap_base_payment: 546 + # 546 + crisis 1,500 = 2,046. + il_liheap: 2_046 + il_liheap_regular_heating: 546 + +- name: Case 2, a heat-in-rent renter whose rent is below the threshold gets no regular heating payment. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 26 + employment_income_before_lsr: 31_200 + # 700 a month with heat included. + pre_subsidy_rent: 8_400 + spm_units: + spm_unit: + members: [person1] + heating_type: NATURAL_GAS + heat_expense_included_in_rent: true + households: + household: + members: [person1] + state_code: IL + output: + # 31,200 is within 200% of the one-person guideline (31,920). + il_liheap_income_eligible: true + # Rent of at most 8,400 does not exceed 30% of income (9,360). + il_liheap_eligible: false + # 31,200 / 15,960 = 195%: bracket 4; the cash amount for one person is 310, + # but the unit is ineligible, so the regular heating payment is zero. + il_liheap_base_payment: 310 + il_liheap_regular_heating: 0 diff --git a/policyengine_us/variables/gov/hhs/liheap/liheap.py b/policyengine_us/variables/gov/hhs/liheap/liheap.py new file mode 100644 index 00000000000..558cc05ff3c --- /dev/null +++ b/policyengine_us/variables/gov/hhs/liheap/liheap.py @@ -0,0 +1,11 @@ +from policyengine_us.model_api import * + + +class liheap(Variable): + value_type = float + entity = SPMUnit + definition_period = YEAR + label = "LIHEAP regular payments" + unit = USD + reference = "https://www.law.cornell.edu/uscode/text/42/8624#b_1_A" + adds = "gov.hhs.liheap.regular_payments" diff --git a/policyengine_us/variables/gov/states/il/dceo/liheap/il_liheap_regular_heating.py b/policyengine_us/variables/gov/states/il/dceo/liheap/il_liheap_regular_heating.py new file mode 100644 index 00000000000..ae502298336 --- /dev/null +++ b/policyengine_us/variables/gov/states/il/dceo/liheap/il_liheap_regular_heating.py @@ -0,0 +1,13 @@ +from policyengine_us.model_api import * + + +class il_liheap_regular_heating(Variable): + value_type = float + entity = SPMUnit + label = "Illinois LIHEAP regular heating payment" + unit = USD + definition_period = YEAR + defined_for = "il_liheap_eligible" + reference = "https://liheapch.acf.gov/docs/2026/benefits-matricies/IL_BenefitMatrix_Heat-Cool_2026.pdf#page=2" + + adds = ["il_liheap_base_payment"] diff --git a/policyengine_us/variables/gov/states/ma/doer/liheap/payment/ma_liheap.py b/policyengine_us/variables/gov/states/ma/doer/liheap/payment/ma_liheap.py index 301425e8bc3..cf00bb07d03 100644 --- a/policyengine_us/variables/gov/states/ma/doer/liheap/payment/ma_liheap.py +++ b/policyengine_us/variables/gov/states/ma/doer/liheap/payment/ma_liheap.py @@ -5,6 +5,7 @@ class ma_liheap(Variable): value_type = float entity = SPMUnit label = "Massachusetts LIHEAP payment" + unit = USD definition_period = YEAR defined_for = "ma_liheap_eligible" reference = "https://web.archive.org/web/20250720165524/https://www.mass.gov/doc/fy-2025-heap-income-eligibility-benefit-chart-may-8-2025/download" From dad4de08a1a5cb8703341d74594202fae294785e Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:06:00 -0500 Subject: [PATCH 02/10] Add Georgia LIHEAP regular cooling assistance Co-Authored-By: Claude Opus 5.5 --- changelog.d/ga-liheap-cooling.added.md | 1 + .../states/ga/dfcs/liheap/cooling/amount.yaml | 21 ++++ policyengine_us/programs.yaml | 10 +- .../liheap/cooling/ga_liheap_cooling.yaml | 111 +++++++++++++++++ .../cooling/ga_liheap_cooling_eligible.yaml | 116 ++++++++++++++++++ .../ga_liheap_income_eligible.yaml | 30 +++++ .../dfcs/liheap/cooling/ga_liheap_cooling.py | 32 +++++ .../cooling/ga_liheap_cooling_eligible.py | 34 +++++ .../liheap/eligibility/ga_liheap_eligible.py | 16 +-- .../eligibility/ga_liheap_income_eligible.py | 35 ++++++ 10 files changed, 390 insertions(+), 16 deletions(-) create mode 100644 changelog.d/ga-liheap-cooling.added.md create mode 100644 policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.yaml create mode 100644 policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.py create mode 100644 policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.py create mode 100644 policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.py diff --git a/changelog.d/ga-liheap-cooling.added.md b/changelog.d/ga-liheap-cooling.added.md new file mode 100644 index 00000000000..ae4e33c7385 --- /dev/null +++ b/changelog.d/ga-liheap-cooling.added.md @@ -0,0 +1 @@ +Add Georgia LIHEAP regular cooling assistance. diff --git a/policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml b/policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml new file mode 100644 index 00000000000..524192c9e35 --- /dev/null +++ b/policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml @@ -0,0 +1,21 @@ +description: Georgia provides this cooling payment by income level under the Low Income Home Energy Assistance Program. +# The matrices print one cooling amount per income level for every main heating +# fuel. FY2027 has no posted matrix, so the FY2026 amounts carry forward. +lower_income: + 2024-10-01: 500 +higher_income: + 2024-10-01: 400 +metadata: + unit: currency-USD + period: year + label: Georgia LIHEAP cooling payment by income level + propagate_metadata_to_children: true + reference: + - title: Georgia Benefit Matrix, FY2025 income guidelines, step 2 (cooling benefit, Level I and Level II) + href: https://liheapch.acf.gov/docs/2025/benefits-matricies/GA_BenefitMatrix_2025.pdf + - title: Georgia Benefit Matrix, FY2026 income guidelines, step 2 (cooling benefit, Level I and Level II) + href: https://liheapch.acf.gov/docs/2026/benefits-matricies/GA_BenefitMatrix_Heat-Cool_2026.pdf + - title: Georgia FY2025 LIHEAP State Plan, section 3.6 + href: https://liheapch.acf.gov/docs/2025/state-plans/GA_Plan_2025.pdf#page=11 + - title: Georgia FY2026 LIHEAP State Plan, section 3.6 + href: https://liheapch.acf.gov/docs/2026/state-plans/GA_Plan_2026.pdf#page=11 diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index a7cef450f8b..142d4c01ba8 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1051,7 +1051,15 @@ programs: variable: ga_liheap parameter_prefix: gov.states.ga.dfcs.liheap verified_years: "2025-2026" - notes: FY2025-FY2026 regular heating only, with the published fuel matrix and the bundled-utility rental payment. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2025-FY2026 regular heating, with the published fuel matrix and the bundled-utility rental payment. Regular cooling is the separate Georgia LIHEAP cooling entry; crisis, weatherization and equipment assistance are out of scope. + - state: GA + status: partial + name: Georgia LIHEAP cooling + full_name: Georgia Low Income Home Energy Assistance Program regular cooling assistance + variable: ga_liheap_cooling + parameter_prefix: gov.states.ga.dfcs.liheap + verified_years: "2025-2026" + notes: FY2025-FY2026 regular cooling benefit of $500 (Level I) or $400 (Level II) for any known heating fuel or none, with the heating income test. Crisis cooling, air-conditioner purchase and cooling costs included in rent are out of scope. - state: HI status: partial name: Hawaii LIHEAP subsidized dwelling benefit diff --git a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml new file mode 100644 index 00000000000..7b6878d723f --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml @@ -0,0 +1,111 @@ +# Georgia regular cooling benefit: the FY2025 and FY2026 matrices (step 2, COOLING BENEFIT) +# pay $500 in Level I and $400 in Level II for every main heating fuel. Step 1 Level I +# cutoffs are inclusive. Wages: full time at the $7.25 federal minimum wage, +# 7.25 x 40 x 52 = 15_080; a Georgia cashier at the BLS OEWS May 2025 median, $29,070 +# (series OEUS130000000000041201113). The $1,800 electric bill does not change the +# cooling amount. + +# FY2026: size two, income 15_080 is at or below the 17_770 Level I cutoff and the +# 45_179 limit, so cooling pays 500. Electric heat also pays the Level I heating amount, +# 400 + 100 = 500, as a separate benefit. +- name: Case 1, a minimum wage parent receives the Level I cooling benefit beside the heating benefit. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 30 + immigration_status: CITIZEN + ssi: 0 + employment_income_before_lsr: 15_080 + person2: + age: 7 + immigration_status: CITIZEN + ssi: 0 + spm_units: + spm_unit: + members: [person1, person2] + ga_tanf: 0 + heating_type: ELECTRICITY + has_cooling_expense: true + pre_subsidy_electricity_expense: 1_800 + households: + household: + members: [person1, person2] + state_code: GA + output: + ga_liheap_household_size: 2 + ga_liheap_income: 15_080 + ga_liheap_income_limit: 45_179 + ga_liheap_cooling_eligible: true + ga_liheap_cooling: 500 + ga_liheap: 500 + +# FY2026: a one-person cashier, 29_070, is above the 13_589 Level I cutoff and within the +# 34_549 limit, so cooling pays the Level II amount, 400. The cooling column is one value +# for every fuel, so gas heat and no heat both receive it. +- name: Case 2, the Level II cooling benefit does not depend on the heating fuel. + period: 2026 + absolute_error_margin: 0.01 + input: + state_code: [GA, GA] + age: [35, 35] + immigration_status: [CITIZEN, CITIZEN] + ssi: [0, 0] + ga_tanf: [0, 0] + employment_income_before_lsr: [29_070, 29_070] + heating_type: [NATURAL_GAS, NONE] + has_cooling_expense: [true, true] + pre_subsidy_electricity_expense: [1_800, 1_800] + output: + ga_liheap_income: [29_070, 29_070] + ga_liheap_cooling_eligible: [true, true] + ga_liheap_cooling: [400, 400] + +# Boundary: the FY2026 size-one Level I range is $0 - $13589 and Level II starts at +# $13590. Income of 13_589 pays 500; 13_589.01 pays 400. +- name: Case 3, the Level I cutoff is inclusive. + period: 2026 + absolute_error_margin: 0.01 + input: + state_code: [GA, GA] + age: [40, 40] + immigration_status: [CITIZEN, CITIZEN] + heating_type: [ELECTRICITY, ELECTRICITY] + has_cooling_expense: [true, true] + pre_subsidy_electricity_expense: [1_800, 1_800] + ga_liheap_income: [13_589, 13_589.01] + output: + ga_liheap_cooling: [500, 400] + +# FY2025: Case 1's family, 15_080, is at or below the FY2025 size-two Level I cutoff of +# 16_993 and the 43_203 limit, so the FY2025 matrix pays 500. +- name: Case 4, FY2025 Level I cooling benefit. + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 30 + immigration_status: CITIZEN + ssi: 0 + employment_income_before_lsr: 15_080 + person2: + age: 7 + immigration_status: CITIZEN + ssi: 0 + spm_units: + spm_unit: + members: [person1, person2] + ga_tanf: 0 + heating_type: ELECTRICITY + has_cooling_expense: true + pre_subsidy_electricity_expense: 1_800 + households: + household: + members: [person1, person2] + state_code: GA + output: + ga_liheap_income: 15_080 + ga_liheap_income_limit: 43_203 + ga_liheap_cooling: 500 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml new file mode 100644 index 00000000000..107c1de89bc --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml @@ -0,0 +1,116 @@ +# Georgia regular cooling eligibility: the heating program's income and household tests +# (PAMMS chapter 100, page 4; cooling FAQ, page 1) with the household's own cooling cost as +# the energy burden. Wages are Georgia BLS OEWS May 2025 medians: cashiers $29,070 (series +# OEUS130000000000041201113) and fast food and counter workers $26,920 (series +# OEUS130000000000035302313). + +# FY2026: a cashier and a fast food worker earn 29_070 + 26_920 = 55_990, above the +# 45_179 size-two limit (and the 110% poverty floor), so no cooling benefit is paid. +- name: Case 1, income above the limit prevents cooling eligibility. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 35 + immigration_status: CITIZEN + ssi: 0 + employment_income_before_lsr: 29_070 + person2: + age: 33 + immigration_status: CITIZEN + ssi: 0 + employment_income_before_lsr: 26_920 + spm_units: + spm_unit: + members: [person1, person2] + ga_tanf: 0 + heating_type: NATURAL_GAS + has_cooling_expense: true + pre_subsidy_electricity_expense: 1_800 + households: + household: + members: [person1, person2] + state_code: GA + output: + ga_liheap_income: 55_990 + ga_liheap_income_limit: 45_179 + ga_liheap_income_eligible: false + ga_liheap_cooling_eligible: false + ga_liheap_cooling: 0 + +# FY2026: a one-person cashier with gas heat and a gas bill receives the Level II gas +# heating amount, 560, but reports no cooling cost, so the cooling benefit is 0. +- name: Case 2, a heating recipient without cooling costs receives no cooling benefit. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 35 + immigration_status: CITIZEN + ssi: 0 + employment_income_before_lsr: 29_070 + spm_units: + spm_unit: + members: [person1] + ga_tanf: 0 + heating_type: NATURAL_GAS + gas_expense: 1_200 + has_cooling_expense: false + pre_subsidy_electricity_expense: 1_800 + households: + household: + members: [person1] + state_code: GA + output: + ga_liheap_eligible: true + ga_liheap: 560 + ga_liheap_cooling_eligible: false + ga_liheap_cooling: 0 + +# With no income both households pass the income test, so only the qualified member +# requirement separates them: an undocumented adult alone has Georgia household size 0 +# (manual 1100.4, page 51). +- name: Case 3, a household with no qualified member is not eligible. + period: 2026 + input: + state_code: [GA, GA] + age: [40, 40] + immigration_status: [CITIZEN, UNDOCUMENTED] + ssi: [0, 0] + ga_tanf: [0, 0] + heating_type: [ELECTRICITY, ELECTRICITY] + has_cooling_expense: [true, true] + pre_subsidy_electricity_expense: [1_800, 1_800] + output: + ga_liheap_household_size: [1, 0] + ga_liheap_cooling_eligible: [true, false] + +# An unspecified heating fuel pays $0, as in every state LIHEAP program (issue 9754). Case +# 2's cashier (29_070, within the 34_549 limit) reports a cooling cost but no fuel. +- name: Case 4, an unspecified heating fuel receives no cooling benefit. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 35 + immigration_status: CITIZEN + ssi: 0 + employment_income_before_lsr: 29_070 + spm_units: + spm_unit: + members: [person1] + ga_tanf: 0 + heating_type: UNSPECIFIED + has_cooling_expense: true + pre_subsidy_electricity_expense: 1_800 + households: + household: + members: [person1] + state_code: GA + output: + ga_liheap_income_eligible: true + ga_liheap_cooling_eligible: false + ga_liheap_cooling: 0 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.yaml new file mode 100644 index 00000000000..de9da75a914 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.yaml @@ -0,0 +1,30 @@ +# Georgia LIHEAP income test shared by heating and cooling: income at or below 60% of state +# median income (FY2026 plan sections 2.1 and 3.1), or below 110% of the poverty guideline +# (42 U.S.C. 8624(b)(2)(B)). Income is entered directly to pin each boundary. + +# FY2026 size one: the matrix limit is 34_549 and is inclusive. +- name: Case 1, the state median income limit is inclusive. + period: 2026 + absolute_error_margin: 0.01 + input: + state_code: [GA, GA] + age: [40, 40] + immigration_status: [CITIZEN, CITIZEN] + ga_liheap_income: [34_549, 34_549.01] + output: + ga_liheap_income_limit: [34_549, 34_549] + ga_liheap_income_eligible: [true, false] + +# FY2026 size 16: the printed limit is 107_634. FY2026 uses the 2025 guidelines, so the +# floor is 1.1 x (15_650 + 15 x 5_500) = 1.1 x 98_150 = 107_965 (rounded to the cent). +# 107_964.99 is below the floor; 107_965 is not "less than" it. +- name: Case 2, the federal poverty floor is strict above the printed size 16 limit. + period: 2026 + absolute_error_margin: 0.01 + input: + state_code: [GA, GA] + ga_liheap_household_size: [16, 16] + ga_liheap_income: [107_964.99, 107_965] + output: + ga_liheap_income_limit: [107_634, 107_634] + ga_liheap_income_eligible: [true, false] diff --git a/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.py b/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.py new file mode 100644 index 00000000000..ef70a8d0504 --- /dev/null +++ b/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.py @@ -0,0 +1,32 @@ +from policyengine_us.model_api import * + + +class ga_liheap_cooling(Variable): + value_type = float + entity = SPMUnit + definition_period = YEAR + unit = USD + label = "Georgia LIHEAP regular cooling benefit" + defined_for = "ga_liheap_cooling_eligible" + reference = ( + "https://liheapch.acf.gov/docs/2026/benefits-matricies/GA_BenefitMatrix_Heat-Cool_2026.pdf", + "https://liheapch.acf.gov/docs/2025/benefits-matricies/GA_BenefitMatrix_2025.pdf", + # FY2026 state plan section 3.6 ($400 to $500) and item 16.1 (no senior + # maximum). + # PDF pages 11, 30 + "https://liheapch.acf.gov/docs/2026/state-plans/GA_Plan_2026.pdf#page=11", + # PAMMS chapter 100: one cooling benefit per program year. + "https://pamms.dhs.ga.gov/dfcs/_exports/liheap.pdf#page=5", + ) + + def formula(spm_unit, period, parameters): + p = parameters(period).gov.states.ga.dfcs.liheap + size = spm_unit("ga_liheap_household_size", period) + income = spm_unit("ga_liheap_income", period) + # Step 1 sets the income level as for heating. Step 2 prints one cooling + # amount per level for every main heating fuel, with no cap at the bill. + lookup_size = clip(size, 1, p.payment.maximum_table_size) + lower_income = income <= p.payment.lower_income_limit[lookup_size] + return where( + lower_income, p.cooling.amount.lower_income, p.cooling.amount.higher_income + ) diff --git a/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.py new file mode 100644 index 00000000000..083a416f98a --- /dev/null +++ b/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.py @@ -0,0 +1,34 @@ +from policyengine_us.model_api import * + + +class ga_liheap_cooling_eligible(Variable): + value_type = bool + entity = SPMUnit + definition_period = YEAR + label = "Eligible for Georgia LIHEAP regular cooling assistance" + defined_for = StateCode.GA + reference = ( + # FY2026 state plan sections 3.1-3.3: 60% of state median income, no + # additional eligibility requirements and no asset test. + "https://liheapch.acf.gov/docs/2026/state-plans/GA_Plan_2026.pdf#page=10", + # PAMMS chapter 100, export dated 2026-11-04: cooling applicants "must + # meet the eligibility requirements set forth for the current fiscal + # year's Heating Program". + "https://pamms.dhs.ga.gov/dfcs/_exports/liheap.pdf#page=4", + "https://dfcs.georgia.gov/document/document/liheap-cooling-faq-fy2022/download#page=1", + ) + + def formula(spm_unit, period, parameters): + # Heating's household size and income tests apply. The energy burden is + # the household's own cooling cost. No input identifies cooling costs + # included in rent, so those households are not paid. + size = spm_unit("ga_liheap_household_size", period) + # No heat and every known fuel can be paid. An unspecified heating fuel + # pays $0, as in every state LIHEAP program (issue 9754). + fuel = spm_unit("heating_type", period) + return ( + (size > 0) + & spm_unit("ga_liheap_income_eligible", period) + & spm_unit("has_cooling_expense", period) + & (fuel != fuel.possible_values.UNSPECIFIED) + ) diff --git a/policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_eligible.py b/policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_eligible.py index 9921403a949..037bd345607 100644 --- a/policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_eligible.py +++ b/policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_eligible.py @@ -1,5 +1,4 @@ from policyengine_us.model_api import * -from policyengine_us.variables.gov.hhs.tax_unit_fpg import fpg from policyengine_us.variables.gov.states.ga.dfcs.liheap.eligibility._ga_liheap_housing import ( ga_liheap_has_direct_payment_route, ga_liheap_has_electric_vendor_route, @@ -24,21 +23,8 @@ class ga_liheap_eligible(Variable): ) def formula(spm_unit, period, parameters): - p = parameters(period).gov.states.ga.dfcs.liheap.eligibility - p_hhs = parameters(period).gov.hhs.liheap size = spm_unit("ga_liheap_household_size", period) - income = spm_unit("ga_liheap_income", period) - limit = spm_unit("ga_liheap_income_limit", period) - # 42 U.S.C. 8624(b)(2)(B) bars excluding a household on income below 110% - # of the poverty guideline. The 60% SMI limit falls below that floor from - # household size 16 in FY2025 and FY2026. The printed matrices do too: size - # 16 prints $102,926 in FY2025 (floor $105,336) and $107,634 in FY2026 - # (floor $107,965). Georgia assures the floor (FY2025 and FY2026 plans, - # page 43), so the floor governs; the limit keeps the printed table. - state_group = spm_unit.household("state_group_str", period) - guideline = fpg(size, state_group, period, parameters, year_lag=p.fpg_year_lag) - floor = np.round(guideline * p_hhs.fpg_floor, 2) - income_eligible = (income <= limit) | (income < floor) + income_eligible = spm_unit("ga_liheap_income_eligible", period) heating_type = spm_unit("heating_type", period) heating_expense = spm_unit("heating_expense", period) # Explicit heating responsibility can qualify with no current bill. diff --git a/policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.py b/policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.py new file mode 100644 index 00000000000..53fbb93a379 --- /dev/null +++ b/policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.py @@ -0,0 +1,35 @@ +from policyengine_us.model_api import * +from policyengine_us.variables.gov.hhs.tax_unit_fpg import fpg + + +class ga_liheap_income_eligible(Variable): + value_type = bool + entity = SPMUnit + definition_period = YEAR + label = "Georgia LIHEAP income eligible" + defined_for = StateCode.GA + reference = ( + # FY2026 state plan sections 2.1 (heating) and 3.1 (cooling) and + # assurance 2. + # PDF pages 8, 10, 43 + "https://liheapch.acf.gov/docs/2026/state-plans/GA_Plan_2026.pdf#page=8", + "https://liheapch.acf.gov/docs/2025/state-plans/GA_Plan_2025.pdf#page=43", + "https://www.law.cornell.edu/uscode/text/42/8624#b_2_B", + ) + + def formula(spm_unit, period, parameters): + p = parameters(period).gov.states.ga.dfcs.liheap.eligibility + p_hhs = parameters(period).gov.hhs.liheap + size = spm_unit("ga_liheap_household_size", period) + income = spm_unit("ga_liheap_income", period) + limit = spm_unit("ga_liheap_income_limit", period) + # 42 U.S.C. 8624(b)(2)(B) bars excluding a household on income below 110% + # of the poverty guideline. The 60% SMI limit falls below that floor from + # household size 16 in FY2025 and FY2026. The printed matrices do too: size + # 16 prints $102,926 in FY2025 (floor $105,336) and $107,634 in FY2026 + # (floor $107,965). Georgia assures the floor (FY2025 and FY2026 plans, + # page 43), so the floor governs; the limit keeps the printed table. + state_group = spm_unit.household("state_group_str", period) + guideline = fpg(size, state_group, period, parameters, year_lag=p.fpg_year_lag) + floor = np.round(guideline * p_hhs.fpg_floor, 2) + return (income <= limit) | (income < floor) From 4673489b1f60089a57b969b263be2c7f7c5fbdf5 Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:06:00 -0500 Subject: [PATCH 03/10] Count Georgia LIHEAP cooling in the national LIHEAP total Co-Authored-By: Claude Opus 5.5 --- policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml | 1 + 1 file changed, 1 insertion(+) diff --git a/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml b/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml index e811bea6fbd..72b6f70d50d 100644 --- a/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml +++ b/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml @@ -15,6 +15,7 @@ values: - de_liheap # Delaware LIHEAP - fl_liheap # Florida LIHEAP - ga_liheap # Georgia LIHEAP + - ga_liheap_cooling # Georgia LIHEAP cooling - hi_liheap_subsidized_amount # Hawaii LIHEAP subsidized dwelling benefit - ia_liheap # Iowa LIHEAP - id_liheap # Idaho LIHEAP From 77e0f848bb2733470224377d6c037d82cf8aaf73 Mon Sep 17 00:00:00 2001 From: Ziming Date: Mon, 9 Nov 2026 20:34:36 -0500 Subject: [PATCH 04/10] Guard the LIHEAP payment list and reword the Rhode Island cooling note Add regular_payments.yaml to the aggregate-list integrity test, which checks that each member exists, is state-gated and is not dropped between year blocks. Say that Rhode Island plans no regular cooling payment, since its FY2027 plan still allows a leftover-funds cooling grant. Co-Authored-By: Claude Opus 5.5 --- policyengine_us/programs.yaml | 2 +- policyengine_us/tests/test_aggregate_list_integrity.py | 1 + 2 files changed, 2 insertions(+), 1 deletion(-) diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index 26816f1b9b9..3147c473bc1 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1090,7 +1090,7 @@ programs: variable: ri_liheap parameter_prefix: gov.states.ri.dhs.liheap verified_years: "2026" - notes: FY2026 regular heating, including heat-in-rent grants and the $350 utility enhancement, assuming a qualifying utility account. Earlier years and FY2027 payments reuse FY2026 amounts as unverified estimates; Rhode Island offers no cooling assistance in FY2026 or FY2027, and crisis and weatherization are out of scope. + notes: FY2026 regular heating, including heat-in-rent grants and the $350 utility enhancement, assuming a qualifying utility account. Earlier years and FY2027 payments reuse FY2026 amounts as unverified estimates; Rhode Island plans no regular cooling payment in FY2026 or FY2027, and crisis and weatherization are out of scope. - state: DC status: complete name: DC LIHEAP diff --git a/policyengine_us/tests/test_aggregate_list_integrity.py b/policyengine_us/tests/test_aggregate_list_integrity.py index e76e164a2f0..917a93e7f60 100644 --- a/policyengine_us/tests/test_aggregate_list_integrity.py +++ b/policyengine_us/tests/test_aggregate_list_integrity.py @@ -36,6 +36,7 @@ "gov/states/household/state_eitcs.yaml", "gov/states/household/state_cdccs.yaml", "gov/hhs/ccdf/child_care_subsidy_programs.yaml", + "gov/hhs/liheap/regular_payments.yaml", "gov/household/household_state_benefits.yaml", ] From a2b94e4798fde43bd3f0c2092b8f4ec4dd3acfc5 Mon Sep 17 00:00:00 2001 From: Ziming Date: Mon, 9 Nov 2026 23:06:30 -0500 Subject: [PATCH 05/10] Apply Georgia LIHEAP cooling review fixes Describes the lower income limit as the Level I limit, checks the national liheap total, and records the cooling benefit amounts in the source-conflict candidates. Co-Authored-By: Claude Opus 5.5 --- .../liheap/payment/lower_income_limit.yaml | 2 +- .../liheap/cooling/ga_liheap_cooling.yaml | 3 +- source_conflicts/candidates.yaml | 37 +++++++++++++++++++ 3 files changed, 40 insertions(+), 2 deletions(-) diff --git a/policyengine_us/parameters/gov/states/ga/dfcs/liheap/payment/lower_income_limit.yaml b/policyengine_us/parameters/gov/states/ga/dfcs/liheap/payment/lower_income_limit.yaml index 391374081a6..58363766371 100644 --- a/policyengine_us/parameters/gov/states/ga/dfcs/liheap/payment/lower_income_limit.yaml +++ b/policyengine_us/parameters/gov/states/ga/dfcs/liheap/payment/lower_income_limit.yaml @@ -1,4 +1,4 @@ -description: Georgia limits annual income to this amount by household size for Level I heating payments under the Low Income Home Energy Assistance Program. +description: Georgia limits annual income to this amount by household size for Level I payments under the Low Income Home Energy Assistance Program. # Preserve the published size-four amount. The source does not define these # cutoffs as a fixed percentage of current federal poverty or median income. 1: diff --git a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml index 7b6878d723f..f79ea8868db 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml @@ -7,7 +7,7 @@ # FY2026: size two, income 15_080 is at or below the 17_770 Level I cutoff and the # 45_179 limit, so cooling pays 500. Electric heat also pays the Level I heating amount, -# 400 + 100 = 500, as a separate benefit. +# 400 + 100 = 500, as a separate benefit, so the national LIHEAP total is 500 + 500 = 1_000. - name: Case 1, a minimum wage parent receives the Level I cooling benefit beside the heating benefit. period: 2026 absolute_error_margin: 0.01 @@ -40,6 +40,7 @@ ga_liheap_cooling_eligible: true ga_liheap_cooling: 500 ga_liheap: 500 + liheap: 1_000 # FY2026: a one-person cashier, 29_070, is above the 13_589 Level I cutoff and within the # 34_549 limit, so cooling pays the Level II amount, 400. The cooling column is one value diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 528def1524c..9658de5626f 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -2712,6 +2712,43 @@ candidates: - https://github.com/PolicyEngine/policyengine-us/pull/10562 state: ruled note: The model has no Railway Labor Act status for this test, so the exclusion applies to every employee. +- id: us-ga:liheap-cooling-benefit-amounts + program: liheap + years: + from: 2025 + to: 2026 + type: federal-fiscal + question: Does Georgia LIHEAP pay the FY2026 matrix cooling amounts ($500 at Level I, $400 at Level II, with no senior + maximum), although the PAMMS LIHEAP chapter sets benefits of $350 to $400 and gives seniors 60 and older the $400 + maximum? + sources: + - kind: plan + citation: FY2026 Georgia LIHEAP State Plan section 3.6 and item 16.1 + url: https://liheapch.acf.gov/docs/2026/state-plans/GA_Plan_2026.pdf#page=11 + - kind: guidance + citation: FY2026 Georgia LIHEAP benefit matrix, step 2 (cooling benefit) + url: https://liheapch.acf.gov/docs/2026/benefits-matricies/GA_BenefitMatrix_Heat-Cool_2026.pdf + - kind: manual + citation: Georgia PAMMS LIHEAP chapter 100, page 5 + url: https://pamms.dhs.ga.gov/dfcs/_exports/liheap.pdf#page=5 + readings: + statute: No statute is supplied. The FY2026 matrix pays $500 at Level I and $400 at Level II for every main + heating fuel, and plan item 16.1 (page 30) says the matrix was updated to remove the rule that households with a + member aged 60 or older receive the highest benefit regardless of income. + other: PAMMS page 5 offers benefits "at a minimum of $350 and maximum of $400", and households with seniors 60 and + older "will receive the maximum benefit amount of $400". + example: A one-person Level I household with a member aged 70 receives $500 of cooling under the FY2026 matrix and + $400 under PAMMS page 5. + pe_us: + follows: gap-fill + code: + - policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml + - policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10746 + state: ruled + note: The user ruled on 2026-11-08 that the FY2026 matrix and plan item 16.1 control over the PAMMS chapter and the + 2020 and 2022 manuals. FY2027 has no posted matrix, so the FY2026 amounts carry forward. - id: us-ga:liheap-income-floor-vs-smi-limit program: liheap years: From e5a2a6c994c1b4e14abbfa7dfc9a56a1d934e910 Mon Sep 17 00:00:00 2001 From: Ziming Date: Wed, 11 Nov 2026 20:59:38 -0500 Subject: [PATCH 06/10] Make state LIHEAP formulas run in a microsimulation The national `liheap` total evaluates every state's formula over a mixed-state population, which no household test does. Two patterns on main raised errors there: - 26 formula files passed options=[ADD] to an entity call. Core's Microsimulation.calculate_add rejects the keyword an entity call passes. The option is redundant: a plain read already sums a monthly variable over the year through the same Core function. - The DC and Illinois payment formulas look up a matrix by an income level that is 0 for households outside the state. Add the floor Maryland and Kansas already use. Also: - Reword the North Dakota registry note: the state reserves an optional direct cooling payment, so its cooling component is not only equipment. - Add a `liheap` case with Texas, DC and Illinois households in one simulation. - Add a code-health check against options=[ADD] and options=[DIVIDE]. - Check that every state payment in the LIHEAP registry entry is in the list `liheap` sums. Co-Authored-By: Claude Fable 5.2 --- changelog.d/liheap-aggregate.fixed.md | 1 + policyengine_us/programs.yaml | 2 +- ...o_add_or_divide_options_in_entity_calls.py | 40 +++++++++ .../baseline/gov/hhs/liheap/liheap.yaml | 87 +++++++++++++++++++ .../tests/test_aggregate_list_integrity.py | 37 ++++++++ .../az_liheap_countable_unearned_income.py | 2 +- .../leap/co_leap_countable_income_person.py | 2 +- .../ct_ceap_categorically_eligible.py | 8 +- .../dc/doee/liheap/dc_liheap_payment.py | 3 +- .../fl_liheap_categorically_eligible.py | 2 +- .../income/fl_liheap_countable_income.py | 4 +- .../hi/dhs/liheap/hi_liheap_eligible.py | 3 +- .../states/hi/dhs/liheap/hi_liheap_points.py | 2 +- .../ia_liheap_countable_unearned_income.py | 2 +- .../income/ia_liheap_fixed_income_only.py | 2 +- .../eligibility/id_liheap_income_eligible.py | 5 +- .../liheap/payment/il_liheap_base_payment.py | 3 +- .../income/la_liheap_countable_income.py | 2 +- .../eap/income/mn_eap_countable_income.py | 2 +- .../mt_liheap_categorical_eligibility.py | 2 +- .../income/mt_liheap_countable_income.py | 2 +- .../payment/mt_liheap_benefit_income.py | 2 +- .../income/nm_liheap_countable_income.py | 2 +- .../income/nv_liheap_countable_income.py | 2 +- .../income/oh_liheap_countable_income.py | 2 +- .../income/ok_liheap_countable_income.py | 2 +- .../dhs/liheap/income/ok_liheap_net_income.py | 2 +- .../liheap/payment/pa_liheap_supplement.py | 2 +- .../income/sd_liheap_countable_income.py | 2 +- .../income/tn_liheap_countable_income.py | 2 +- .../va/dss/eap/va_eap_countable_income.py | 2 +- .../wi_wheap_categorically_eligible.py | 2 +- .../wheap/income/wi_wheap_countable_income.py | 2 +- 33 files changed, 200 insertions(+), 37 deletions(-) create mode 100644 changelog.d/liheap-aggregate.fixed.md create mode 100644 policyengine_us/tests/code_health/test_no_add_or_divide_options_in_entity_calls.py diff --git a/changelog.d/liheap-aggregate.fixed.md b/changelog.d/liheap-aggregate.fixed.md new file mode 100644 index 00000000000..0748ac80681 --- /dev/null +++ b/changelog.d/liheap-aggregate.fixed.md @@ -0,0 +1 @@ +Fix state LIHEAP formulas that raised an error when calculated in a microsimulation. diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index 05351342814..c01776a76c1 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1284,7 +1284,7 @@ programs: variable: nd_liheap parameter_prefix: gov.states.nd.dhs.liheap verified_years: "2026" - notes: FY2026 regular heating, including heat-in-rent payments. North Dakota has no regular cooling payment, and its cooling component only buys or repairs air conditioners and fans; crisis, weatherization and equipment assistance are out of scope. + notes: FY2026 regular heating, including heat-in-rent payments. North Dakota's cooling component buys or repairs air conditioners and fans, and the optional direct cooling payment it reserves has no set amount, so no cooling payment is modeled; crisis, weatherization and equipment assistance are out of scope. - state: NE status: partial name: Nebraska LIHEAP diff --git a/policyengine_us/tests/code_health/test_no_add_or_divide_options_in_entity_calls.py b/policyengine_us/tests/code_health/test_no_add_or_divide_options_in_entity_calls.py new file mode 100644 index 00000000000..c0966626caf --- /dev/null +++ b/policyengine_us/tests/code_health/test_no_add_or_divide_options_in_entity_calls.py @@ -0,0 +1,40 @@ +import ast + +from policyengine_us.model_api import REPO + + +VARIABLES_ROOT = REPO / "variables" +PERIOD_OPTIONS = {"ADD", "DIVIDE"} + + +def passes_period_option(node: ast.AST) -> bool: + if not isinstance(node, ast.Call): + return False + return any( + keyword.arg == "options" + and any( + isinstance(child, ast.Name) and child.id in PERIOD_OPTIONS + for child in ast.walk(keyword.value) + ) + for keyword in node.keywords + ) + + +def test_entity_calls_do_not_pass_add_or_divide_options(): + violations = [] + + for file_name in sorted(VARIABLES_ROOT.glob("**/*.py")): + tree = ast.parse(file_name.read_text(), filename=str(file_name)) + for node in ast.walk(tree): + if passes_period_option(node): + violations.append(f"{file_name.relative_to(REPO)}:{node.lineno}") + + assert not violations, ( + "Read the variable with the bare period, or use add(entity, period, " + "sources): Core already sums a monthly variable over a year and " + "divides a yearly one over a month. options=[ADD] and " + "options=[DIVIDE] raise a TypeError in a Microsimulation, whose " + "calculate_add and calculate_divide do not accept the decode_enums " + "keyword that an entity call passes, so household tests pass while " + "the formula fails over microdata. Violations:\n" + "\n".join(violations) + ) diff --git a/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml b/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml index 136b8caa264..3d44d473075 100644 --- a/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml +++ b/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml @@ -118,3 +118,90 @@ ca_liheap_utility_heating: 0 ca_liheap_covered_liquid_heating: 0 liheap: 850 + +- name: Case 5, households in different states are each paid by their own state's program. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 34 + # 12 an hour for 30 hours a week: 12 * 30 * 52 = 18,720. + employment_income_before_lsr: 18_720 + person2: + age: 52 + # 10 hours a week at DC's 17.95 minimum wage: 17.95 * 10 * 52 = 9,334. + employment_income_before_lsr: 9_334 + person3: + age: 29 + # 33 hours a week at the 15 Illinois minimum wage: 15 * 33 * 52 = 25,740. + employment_income_before_lsr: 25_740 + person4: + age: 6 + tax_units: + tax_unit1: + members: [person1] + tax_unit2: + members: [person2] + tax_unit3: + members: [person3, person4] + families: + family1: + members: [person1] + family2: + members: [person2] + family3: + members: [person3, person4] + marital_units: + marital_unit1: + members: [person1] + marital_unit2: + members: [person2] + marital_unit3: + members: [person3] + marital_unit4: + members: [person4] + spm_units: + spm_unit1: + members: [person1] + heating_type: ELECTRICITY + has_cooling_expense: true + # 165 a month for heating and air conditioning. + pre_subsidy_electricity_expense: 1_980 + spm_unit2: + members: [person2] + heating_type: ELECTRICITY + # 110 a month in an all-electric apartment. + pre_subsidy_electricity_expense: 1_320 + spm_unit3: + members: [person3, person4] + heating_type: ELECTRICITY + has_cooling_expense: true + # 150 a month in an all-electric apartment. + pre_subsidy_electricity_expense: 1_800 + households: + household1: + members: [person1] + state_code: TX + household2: + members: [person2] + state_code: DC + household3: + members: [person3, person4] + state_code: IL + output: + # Each state's formula runs over all three households. A household has + # no income level or bracket outside its own state. + # Texas, as in Case 1: min(1,200, electricity 1,980) = 1,200. + tx_ceap: [1_200, 0, 0] + # DC: 9,334 falls in the second 5,000 income step (level 2). FY2026 + # multi-family electricity amount, level 2, one person: 529. + # min(529, electricity 1,320) = 529. + dc_liheap_income_level: [0, 2, 0] + dc_liheap_payment: [0, 529, 0] + # Illinois, as in Case 3: bracket 3, all-electric, two people: 425. + # min(425, electricity 1,800) = 425. + il_liheap_income_bracket: [0, 0, 3] + il_liheap_regular_heating: [0, 0, 425] + # No household is paid by another state's program. + liheap: [1_200, 529, 425] diff --git a/policyengine_us/tests/test_aggregate_list_integrity.py b/policyengine_us/tests/test_aggregate_list_integrity.py index 707e2fe59d3..1f5ac0922ff 100644 --- a/policyengine_us/tests/test_aggregate_list_integrity.py +++ b/policyengine_us/tests/test_aggregate_list_integrity.py @@ -175,6 +175,43 @@ def test_no_silent_removals_between_year_blocks(list_path): ) +LIHEAP_PAYMENTS = "gov/hhs/liheap/regular_payments.yaml" + +# Registry payment variables the national LIHEAP total leaves out on purpose. +LIHEAP_PAYMENTS_NOT_SUMMED = { + # il_liheap_regular_heating is summed instead: il_liheap also counts + # crisis assistance. + "il_liheap", + # The Home Heating Credit already counts as a refundable state credit. + "mi_home_heating_credit", +} + + +def test_liheap_total_sums_every_registered_state_payment(variables): + """A state payment in the registry must reach the national total. + + The LIHEAP registry entry names one variable per state implementation. + Each one that is a dollar amount belongs in the list `liheap` sums, so a + new state payment, or a list line deleted by mistake, cannot drop a state + from the total unnoticed. Eligibility flags carry no amount. + """ + programs = yaml.safe_load((PACKAGE / "programs.yaml").read_text())["programs"] + liheap = next(program for program in programs if program["id"] == "liheap") + payments = { + implementation["variable"] + for implementation in liheap["state_implementations"] + if variables[implementation["variable"]].value_type is float + } + missing = sorted( + payments - LIHEAP_PAYMENTS_NOT_SUMMED - members_of(LIHEAP_PAYMENTS) + ) + assert not missing, ( + f"{LIHEAP_PAYMENTS} lacks these state payments from the LIHEAP " + f"registry entry: {missing}. Add each to the list, or record why it " + "is left out in LIHEAP_PAYMENTS_NOT_SUMMED in this test." + ) + + # --- Reform-side copies of the benefit aggregates ------------------------- AGGREGATE_VARIABLES = ("household_benefits", "spm_unit_benefits") diff --git a/policyengine_us/variables/gov/states/az/des/liheap/income/az_liheap_countable_unearned_income.py b/policyengine_us/variables/gov/states/az/des/liheap/income/az_liheap_countable_unearned_income.py index 7716e5f7fca..80901bbf422 100644 --- a/policyengine_us/variables/gov/states/az/des/liheap/income/az_liheap_countable_unearned_income.py +++ b/policyengine_us/variables/gov/states/az/des/liheap/income/az_liheap_countable_unearned_income.py @@ -35,7 +35,7 @@ def formula(person, period, parameters): # the year. unearned = 0 for source in p.sources.unearned: - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # Section VI.A.6.e.ii.B counts "gambling profits" (page 9), so # gambling losses offset winnings but not other income. Plan Section # 1.9 leaves one-time lump sums such as "winnings from lotteries" diff --git a/policyengine_us/variables/gov/states/co/cdhs/leap/co_leap_countable_income_person.py b/policyengine_us/variables/gov/states/co/cdhs/leap/co_leap_countable_income_person.py index a6d89fc3e8d..5d5e84d7c97 100644 --- a/policyengine_us/variables/gov/states/co/cdhs/leap/co_leap_countable_income_person.py +++ b/policyengine_us/variables/gov/states/co/cdhs/leap/co_leap_countable_income_person.py @@ -28,7 +28,7 @@ def formula(person, period, parameters): # monthly SSA and SSI amounts lose cents separately for each person. # Medicare premiums remain in gross SSA income under Colorado rules. social_security = np.floor(person("social_security", period) / MONTHS_IN_YEAR) - ssi = np.floor(person("ssi", period, options=[ADD]) / MONTHS_IN_YEAR) + ssi = np.floor(person("ssi", period) / MONTHS_IN_YEAR) income = earned + unearned + (social_security + ssi) * MONTHS_IN_YEAR foster = person("is_in_foster_care", period.first_month) # Known foster individuals are outside the LEAP household; income of diff --git a/policyengine_us/variables/gov/states/ct/dss/ceap/eligibility/ct_ceap_categorically_eligible.py b/policyengine_us/variables/gov/states/ct/dss/ceap/eligibility/ct_ceap_categorically_eligible.py index 8672b1e54b0..3c3c1a82e9a 100644 --- a/policyengine_us/variables/gov/states/ct/dss/ceap/eligibility/ct_ceap_categorically_eligible.py +++ b/policyengine_us/variables/gov/states/ct/dss/ceap/eligibility/ct_ceap_categorically_eligible.py @@ -16,15 +16,13 @@ def formula(spm_unit, period, parameters): # generic veterans_benefits does not establish VA eligibility. person = spm_unit.members member = person("ct_ceap_household_member", period) - ssi = spm_unit.sum(member * person("ssi", period, options=[ADD])) + ssi = spm_unit.sum(member * person("ssi", period)) # Remove SSP attributable to members outside the household from the # household receipt, preserving a supplied household SSP total. The # floor stops a supplied total below the excluded members' SSP from # cancelling other receipt. - excluded_ssp = spm_unit.sum( - ~member * person("ct_ssp_person", period, options=[ADD]) - ) - ssp = max_(spm_unit("ct_ssp", period, options=[ADD]) - excluded_ssp, 0) + excluded_ssp = spm_unit.sum(~member * person("ct_ssp_person", period)) + ssp = max_(spm_unit("ct_ssp", period) - excluded_ssp, 0) reported_ssi = spm_unit.any( member & (add(person, period, ["receives_ssi"]) > 0) ) diff --git a/policyengine_us/variables/gov/states/dc/doee/liheap/dc_liheap_payment.py b/policyengine_us/variables/gov/states/dc/doee/liheap/dc_liheap_payment.py index d032fb8c39f..43a23bd7157 100644 --- a/policyengine_us/variables/gov/states/dc/doee/liheap/dc_liheap_payment.py +++ b/policyengine_us/variables/gov/states/dc/doee/liheap/dc_liheap_payment.py @@ -14,7 +14,8 @@ def formula(spm_unit, period, parameters): p = parameters(period).gov.states.dc.doee.liheap.payment housing_type = spm_unit("dc_liheap_housing_type", period) heating_type = spm_unit("dc_liheap_heating_type", period) - income_level = spm_unit("dc_liheap_income_level", period) + # The floor keeps units outside DC (income level 0) on a valid matrix key. + income_level = max_(spm_unit("dc_liheap_income_level", period), 1) capped_size = clip(spm_unit("spm_unit_size", period), 1, 4) types = heating_type.possible_values diff --git a/policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_categorically_eligible.py b/policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_categorically_eligible.py index ff4810b8eec..9bc7c20a041 100644 --- a/policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_categorically_eligible.py +++ b/policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_categorically_eligible.py @@ -14,7 +14,7 @@ class fl_liheap_categorically_eligible(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.fl.commerce.liheap.eligibility - receipts = add(spm_unit, period, p.categorical_programs, options=[ADD]) + receipts = add(spm_unit, period, p.categorical_programs) # Positive take-up-gated SNAP, TANF, or SSI is the receipt proxy. # A minor's SSI may establish this status even when excluded from income. # This waives only the income test, not heating responsibility, residency, diff --git a/policyengine_us/variables/gov/states/fl/commerce/liheap/income/fl_liheap_countable_income.py b/policyengine_us/variables/gov/states/fl/commerce/liheap/income/fl_liheap_countable_income.py index 6a15de059a1..60e8c17c9fe 100644 --- a/policyengine_us/variables/gov/states/fl/commerce/liheap/income/fl_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/fl/commerce/liheap/income/fl_liheap_countable_income.py @@ -39,7 +39,7 @@ def formula(spm_unit, period, parameters): earned = earned + max_(person(source, period), 0) unearned = 0 for source in p.sources.unearned: - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # Plan section 1.9 counts "net gambling or lottery winnings", so # losses offset only winnings. gambling = max_( @@ -48,7 +48,7 @@ def formula(spm_unit, period, parameters): ) # Count TANF once at SPM level. The take-up-gated tanf total includes # fl_tca; fl_tca alone is the entitlement a nonrecipient could get. - cash_grant = add(spm_unit, period, p.sources.household, options=[ADD]) + cash_grant = add(spm_unit, period, p.sources.household) # Annual inputs approximate the prior 30 days/current economic situation. # Nonqualified members' countable income is retained in full. UI and # cash gifts are excluded by the plans. Gross SSA is included; the diff --git a/policyengine_us/variables/gov/states/hi/dhs/liheap/hi_liheap_eligible.py b/policyengine_us/variables/gov/states/hi/dhs/liheap/hi_liheap_eligible.py index e5292c13fac..57b58f8ea49 100644 --- a/policyengine_us/variables/gov/states/hi/dhs/liheap/hi_liheap_eligible.py +++ b/policyengine_us/variables/gov/states/hi/dhs/liheap/hi_liheap_eligible.py @@ -31,8 +31,7 @@ def formula(spm_unit, period, parameters): # for the first day of the application month. person = spm_unit.members receives_ssi = spm_unit.any( - (person("ssi", period, options=[ADD]) > 0) - | (add(person, period, ["receives_ssi"]) > 0) + (person("ssi", period) > 0) | (add(person, period, ["receives_ssi"]) > 0) ) categorical = receives_ssi | ( add(spm_unit, period, ["snap", "tanf", "general_assistance"]) > 0 diff --git a/policyengine_us/variables/gov/states/hi/dhs/liheap/hi_liheap_points.py b/policyengine_us/variables/gov/states/hi/dhs/liheap/hi_liheap_points.py index ccf15e3e147..98feb6c9703 100644 --- a/policyengine_us/variables/gov/states/hi/dhs/liheap/hi_liheap_points.py +++ b/policyengine_us/variables/gov/states/hi/dhs/liheap/hi_liheap_points.py @@ -57,7 +57,7 @@ def formula(spm_unit, period, parameters): # so is_disabled stands in for them. This affects points only. disabled = ( person("is_disabled", period) - | (person("ssi", period, options=[ADD]) > 0) + | (person("ssi", period) > 0) | (add(person, period, ["receives_ssi"]) > 0) | (person("social_security_disability", period) > 0) ) diff --git a/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_countable_unearned_income.py b/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_countable_unearned_income.py index 215ebc9e9b2..75aca29dcca 100644 --- a/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_countable_unearned_income.py +++ b/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_countable_unearned_income.py @@ -49,7 +49,7 @@ def formula(person, period, parameters): unearned = 0 for source in p.sources.unearned: # ADD sums monthly sources such as ssi over the year. - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # Plan Section 1.9 (page 6) counts Social Security Administration # benefits "Excluding MediCare deduction". Section 6.10 (page 25) and # Appendix C, Social Security Benefits (page 114), count "the net diff --git a/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_fixed_income_only.py b/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_fixed_income_only.py index eb60d051ab5..229ef7f33c5 100644 --- a/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_fixed_income_only.py +++ b/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_fixed_income_only.py @@ -54,6 +54,6 @@ def formula(spm_unit, period, parameters): other_unearned = [source for source in p.unearned if source not in p.fixed] other_income = 0 for source in list(p.earned) + other_unearned: - other_income = other_income + max_(person(source, period, options=[ADD]), 0) + other_income = other_income + max_(person(source, period), 0) non_fixed = spm_unit.sum(other_income) + add(spm_unit, period, p.other_recorded) return (fixed > 0) & (non_fixed == 0) diff --git a/policyengine_us/variables/gov/states/id/dhw/liheap/eligibility/id_liheap_income_eligible.py b/policyengine_us/variables/gov/states/id/dhw/liheap/eligibility/id_liheap_income_eligible.py index 10ac696b5c2..2dfab55f0eb 100644 --- a/policyengine_us/variables/gov/states/id/dhw/liheap/eligibility/id_liheap_income_eligible.py +++ b/policyengine_us/variables/gov/states/id/dhw/liheap/eligibility/id_liheap_income_eligible.py @@ -20,13 +20,12 @@ def formula(spm_unit, period, parameters): snap_period = period.offset( p.program_year_start_month - 1 - MONTHS_IN_YEAR, "month" ) - receives_snap = spm_unit("snap", snap_period, options=[ADD]) > 0 + receives_snap = spm_unit("snap", snap_period) > 0 # Annual SSI is a stable-current-receipt proxy because the application # month is not an input. Any member may establish categorical eligibility. person = spm_unit.members receives_ssi = spm_unit.any( - (person("ssi", period, options=[ADD]) > 0) - | (add(person, period, ["receives_ssi"]) > 0) + (person("ssi", period) > 0) | (add(person, period, ["receives_ssi"]) > 0) ) # Means-tested VA receipt also qualifies, but veterans_benefits does not # identify that category. This unmodeled route is not a legal exclusion. diff --git a/policyengine_us/variables/gov/states/il/dceo/liheap/payment/il_liheap_base_payment.py b/policyengine_us/variables/gov/states/il/dceo/liheap/payment/il_liheap_base_payment.py index 7373fed85ed..400a02fee54 100644 --- a/policyengine_us/variables/gov/states/il/dceo/liheap/payment/il_liheap_base_payment.py +++ b/policyengine_us/variables/gov/states/il/dceo/liheap/payment/il_liheap_base_payment.py @@ -13,7 +13,8 @@ class il_liheap_base_payment(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.il.dceo.liheap.payment.matrix fuel_type = spm_unit("il_liheap_heating_type", period) - income_bracket = spm_unit("il_liheap_income_bracket", period) + # The floor keeps units outside Illinois (bracket 0) on a valid matrix key. + income_bracket = max_(spm_unit("il_liheap_income_bracket", period), 1) size = spm_unit("spm_unit_size", period) capped_size = clip(size, 1, 6) diff --git a/policyengine_us/variables/gov/states/la/lhc/liheap/income/la_liheap_countable_income.py b/policyengine_us/variables/gov/states/la/lhc/liheap/income/la_liheap_countable_income.py index dd9f690f702..a352fd9f913 100644 --- a/policyengine_us/variables/gov/states/la/lhc/liheap/income/la_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/la/lhc/liheap/income/la_liheap_countable_income.py @@ -55,7 +55,7 @@ def formula(spm_unit, period, parameters): - person("medicare_part_b_premium", period), 0, ) - ssi = person("ssi", period, options=[ADD]) + ssi = person("ssi", period) # Undocumented members keep all their income. FITAP is counted once at # the SPM level: the take-up-gated tanf total includes la_fitap, which # alone would count a grant a nonrecipient could get. diff --git a/policyengine_us/variables/gov/states/mn/commerce/eap/income/mn_eap_countable_income.py b/policyengine_us/variables/gov/states/mn/commerce/eap/income/mn_eap_countable_income.py index db60d91817f..71e882c897e 100644 --- a/policyengine_us/variables/gov/states/mn/commerce/eap/income/mn_eap_countable_income.py +++ b/policyengine_us/variables/gov/states/mn/commerce/eap/income/mn_eap_countable_income.py @@ -35,7 +35,7 @@ def formula(spm_unit, period, parameters): unearned = 0 for source in p.sources.unearned: # ADD sums monthly sources such as ssi over the year. - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # Retirement payments count from age 59 1/2. Early benefits before that # age count only when not penalized; no input shows whether a withdrawal # was penalized, so the age cut-off approximates the penalty test. diff --git a/policyengine_us/variables/gov/states/mt/dphhs/liheap/eligibility/mt_liheap_categorical_eligibility.py b/policyengine_us/variables/gov/states/mt/dphhs/liheap/eligibility/mt_liheap_categorical_eligibility.py index d8ed0849806..28bbd5bb873 100644 --- a/policyengine_us/variables/gov/states/mt/dphhs/liheap/eligibility/mt_liheap_categorical_eligibility.py +++ b/policyengine_us/variables/gov/states/mt/dphhs/liheap/eligibility/mt_liheap_categorical_eligibility.py @@ -34,7 +34,7 @@ def formula(spm_unit, period, parameters): # Monthly booleans are read month by month, never with an annual ADD, # so no summed value is cached under the annual key. # SNAP: the unit receives SNAP and every member is in the SNAP unit. - receives_snap = spm_unit("snap", period, options=[ADD]) > 0 + receives_snap = spm_unit("snap", period) > 0 in_snap_unit = np.any( [~person("is_snap_excluded_member", month) for month in months], axis=0, diff --git a/policyengine_us/variables/gov/states/mt/dphhs/liheap/income/mt_liheap_countable_income.py b/policyengine_us/variables/gov/states/mt/dphhs/liheap/income/mt_liheap_countable_income.py index c3273f7e930..f596942d881 100644 --- a/policyengine_us/variables/gov/states/mt/dphhs/liheap/income/mt_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/mt/dphhs/liheap/income/mt_liheap_countable_income.py @@ -34,7 +34,7 @@ def formula(spm_unit, period, parameters): # method are not modeled. income = 0 for source in p.sources.earned + p.sources.unearned: - income = income + max_(person(source, period, options=[ADD]), 0) + income = income + max_(person(source, period), 0) # ARM 37.70.407(1)(d): the dependents and survivors benefits that # continue for full-time students aged 18 to 22 are excluded. age = person("age", period) diff --git a/policyengine_us/variables/gov/states/mt/dphhs/liheap/payment/mt_liheap_benefit_income.py b/policyengine_us/variables/gov/states/mt/dphhs/liheap/payment/mt_liheap_benefit_income.py index 8e22fcdfc75..5135078d9e4 100644 --- a/policyengine_us/variables/gov/states/mt/dphhs/liheap/payment/mt_liheap_benefit_income.py +++ b/policyengine_us/variables/gov/states/mt/dphhs/liheap/payment/mt_liheap_benefit_income.py @@ -47,7 +47,7 @@ def formula(spm_unit, period, parameters): # The TANF payment standard for the assistance unit, rounded to whole # dollars as Appendix A prints it. monthly_tanf_standard = ( - spm_unit("mt_tanf_payment_standard", period, options=[ADD]) / MONTHS_IN_YEAR + spm_unit("mt_tanf_payment_standard", period) / MONTHS_IN_YEAR ) tanf_standard = where( spm_unit("tanf", period) > 0, diff --git a/policyengine_us/variables/gov/states/nm/hca/liheap/income/nm_liheap_countable_income.py b/policyengine_us/variables/gov/states/nm/hca/liheap/income/nm_liheap_countable_income.py index d1ea2b6fe39..f6c0d8b28be 100644 --- a/policyengine_us/variables/gov/states/nm/hca/liheap/income/nm_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/nm/hca/liheap/income/nm_liheap_countable_income.py @@ -30,7 +30,7 @@ def formula(spm_unit, period, parameters): earned = earned + max_(person(source, period), 0) unearned = 0 for source in p.sources.unearned: - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) member_income = earned * earned_counted + unearned # The gross income of an ineligible non-citizen is divided by all # members, eligible and ineligible, and counted for the eligible diff --git a/policyengine_us/variables/gov/states/nv/dwss/liheap/income/nv_liheap_countable_income.py b/policyengine_us/variables/gov/states/nv/dwss/liheap/income/nv_liheap_countable_income.py index b68ba674389..d86456d8626 100644 --- a/policyengine_us/variables/gov/states/nv/dwss/liheap/income/nv_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/nv/dwss/liheap/income/nv_liheap_countable_income.py @@ -35,7 +35,7 @@ def formula(spm_unit, period, parameters): # Each unearned source is floored at zero. unearned = 0 for source in p.sources.unearned: - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # The only deductions from unearned income are the Medicare premiums # taken from a Social Security check; only the Part B premium has an # input. diff --git a/policyengine_us/variables/gov/states/oh/odjfs/liheap/income/oh_liheap_countable_income.py b/policyengine_us/variables/gov/states/oh/odjfs/liheap/income/oh_liheap_countable_income.py index fc1e302e2cc..09f362f9ca1 100644 --- a/policyengine_us/variables/gov/states/oh/odjfs/liheap/income/oh_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/oh/odjfs/liheap/income/oh_liheap_countable_income.py @@ -33,7 +33,7 @@ def formula(spm_unit, period, parameters): income = 0 for sources in [p.sources.earned, p.sources.unearned]: for source in sources: - income = income + max_(person(source, period, options=[ADD]), 0) + income = income + max_(person(source, period), 0) # Guidelines E-2.2 (page 7) count the income of members 18 or older and # a minor's SS/SSDI paid to an adult payee; a child's SSI and other # income are not counted. The FY2026 plan (page 6) excludes only diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_countable_income.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_countable_income.py index 942ab1e7d3f..f207f2517b3 100644 --- a/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_countable_income.py @@ -26,6 +26,6 @@ def formula(person, period, parameters): for source in p.unearned: # SSI is monthly; ADD annualizes it exactly once here. Other # listed streams are disjoint annual personal income inputs. - income = income + max_(add(person, period, [source], options=[ADD]), 0) + income = income + max_(add(person, period, [source]), 0) # TANF is an SPM aggregate and is counted separately once. return income diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_net_income.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_net_income.py index 659048d3d96..a6ab9e7712d 100644 --- a/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_net_income.py +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_net_income.py @@ -22,7 +22,7 @@ def formula(spm_unit, period, parameters): person("ok_liheap_income_deductions", period) * eligible ) receives_subsidy = spm_unit("ok_child_care_subsidies", period) > 0 - copay = spm_unit("ok_ccs_copay", period, options=[ADD]) + copay = spm_unit("ok_ccs_copay", period) # The SPM copay has no payer attribution. Deduct it once at net, # without assigning it to an ineligible tax unit before the gross # test. Gross income can be overstated when that person paid it. diff --git a/policyengine_us/variables/gov/states/pa/dhs/liheap/payment/pa_liheap_supplement.py b/policyengine_us/variables/gov/states/pa/dhs/liheap/payment/pa_liheap_supplement.py index 608d6524eb4..65d1d4b65a2 100644 --- a/policyengine_us/variables/gov/states/pa/dhs/liheap/payment/pa_liheap_supplement.py +++ b/policyengine_us/variables/gov/states/pa/dhs/liheap/payment/pa_liheap_supplement.py @@ -25,7 +25,7 @@ def formula(spm_unit, period, parameters): disability_assistance = ( (spm_unit.members("social_security_disability", period) > 0) | (spm_unit.members("disability_benefits", period) > 0) - | ((spm_unit.members("ssi", period, options=[ADD]) > 0) & disabled_or_blind) + | ((spm_unit.members("ssi", period) > 0) & disabled_or_blind) ) # Aggregate veterans benefits do not identify disability assistance. # A disability flag alone does not establish the required cash receipt. diff --git a/policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py b/policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py index 9d931a93543..1caab3a6dea 100644 --- a/policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py @@ -35,7 +35,7 @@ def formula(spm_unit, period, parameters): unearned = 0 for source in p.sources.unearned: # ADD sums monthly sources such as ssi over the year. - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # Rule 67:15:01:18(12) excludes "Deductions from social security benefit # payments for Medicare", and the manual (page 28) counts Social Security # less the Part B and Part D premiums. medicare_part_b_premium is zero for diff --git a/policyengine_us/variables/gov/states/tn/thda/liheap/income/tn_liheap_countable_income.py b/policyengine_us/variables/gov/states/tn/thda/liheap/income/tn_liheap_countable_income.py index bb871b4808b..48d394afed9 100644 --- a/policyengine_us/variables/gov/states/tn/thda/liheap/income/tn_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/tn/thda/liheap/income/tn_liheap_countable_income.py @@ -32,7 +32,7 @@ def formula(spm_unit, period, parameters): earned = earned + max_(person(source, period), 0) unearned = 0 for source in p.sources.unearned: - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # Section 2.13 counts net income from Social Security, pensions # (including military retirement pay) and VA benefits excluding # Medicare premiums, and FY2026 plan Section 1.9 counts benefits diff --git a/policyengine_us/variables/gov/states/va/dss/eap/va_eap_countable_income.py b/policyengine_us/variables/gov/states/va/dss/eap/va_eap_countable_income.py index f900cc66e36..8003ef047d6 100644 --- a/policyengine_us/variables/gov/states/va/dss/eap/va_eap_countable_income.py +++ b/policyengine_us/variables/gov/states/va/dss/eap/va_eap_countable_income.py @@ -48,7 +48,7 @@ def formula(spm_unit, period, parameters): unearned = 0 for source in p.income.sources.unearned: # ADD sums the MONTH-defined ssi and va_ag over the year. - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # TANF the household receives: the take-up-gated aggregate, which # includes va_tanf. tanf = spm_unit("tanf", period) diff --git a/policyengine_us/variables/gov/states/wi/doa/wheap/eligibility/wi_wheap_categorically_eligible.py b/policyengine_us/variables/gov/states/wi/doa/wheap/eligibility/wi_wheap_categorically_eligible.py index 1f32b8c8bec..24eda8cb225 100644 --- a/policyengine_us/variables/gov/states/wi/doa/wheap/eligibility/wi_wheap_categorically_eligible.py +++ b/policyengine_us/variables/gov/states/wi/doa/wheap/eligibility/wi_wheap_categorically_eligible.py @@ -35,7 +35,7 @@ def formula(spm_unit, period, parameters): [~person("is_snap_excluded_member", month) for month in months], axis=0, ) - receives_snap = spm_unit("snap", period, options=[ADD]) > 0 + receives_snap = spm_unit("snap", period) > 0 foodshare_member = in_snap_unit & spm_unit.project(receives_snap) receives_w2_cash = spm_unit("tanf", period) > 0 w2_member = person("is_citizen_or_legal_immigrant", period) & spm_unit.project( diff --git a/policyengine_us/variables/gov/states/wi/doa/wheap/income/wi_wheap_countable_income.py b/policyengine_us/variables/gov/states/wi/doa/wheap/income/wi_wheap_countable_income.py index b7f5dfc8895..000eac6b738 100644 --- a/policyengine_us/variables/gov/states/wi/doa/wheap/income/wi_wheap_countable_income.py +++ b/policyengine_us/variables/gov/states/wi/doa/wheap/income/wi_wheap_countable_income.py @@ -32,7 +32,7 @@ def formula(spm_unit, period, parameters): ) + add(person, period, p.sources.rental) unearned = 0 for source in p.sources.unearned: - unearned = unearned + max_(person(source, period, options=[ADD]), 0) + unearned = unearned + max_(person(source, period), 0) # All withdrawals count from age 73. Regular withdrawals before 73 # also count but cannot be told apart from lump sums, which are # ignored as asset drawdowns. From 6bee540633ac0eb243faaadcd00e33f08c9db432 Mon Sep 17 00:00:00 2001 From: Ziming Date: Wed, 11 Nov 2026 22:13:19 -0500 Subject: [PATCH 07/10] Drop the options=[ADD] code-health check PolicyEngine/policyengine-core#647 fixes the cause in Core: it lets a Microsimulation accept the keyword an entity call passes with options=[ADD] or options=[DIVIDE]. Once that is released the option works again, so a check that bans it here would be wrong. The 26 formula files stay without the option, which was redundant and lets `liheap` run on today's Core. Co-Authored-By: Claude Fable 5.2 --- ...o_add_or_divide_options_in_entity_calls.py | 40 ------------------- 1 file changed, 40 deletions(-) delete mode 100644 policyengine_us/tests/code_health/test_no_add_or_divide_options_in_entity_calls.py diff --git a/policyengine_us/tests/code_health/test_no_add_or_divide_options_in_entity_calls.py b/policyengine_us/tests/code_health/test_no_add_or_divide_options_in_entity_calls.py deleted file mode 100644 index c0966626caf..00000000000 --- a/policyengine_us/tests/code_health/test_no_add_or_divide_options_in_entity_calls.py +++ /dev/null @@ -1,40 +0,0 @@ -import ast - -from policyengine_us.model_api import REPO - - -VARIABLES_ROOT = REPO / "variables" -PERIOD_OPTIONS = {"ADD", "DIVIDE"} - - -def passes_period_option(node: ast.AST) -> bool: - if not isinstance(node, ast.Call): - return False - return any( - keyword.arg == "options" - and any( - isinstance(child, ast.Name) and child.id in PERIOD_OPTIONS - for child in ast.walk(keyword.value) - ) - for keyword in node.keywords - ) - - -def test_entity_calls_do_not_pass_add_or_divide_options(): - violations = [] - - for file_name in sorted(VARIABLES_ROOT.glob("**/*.py")): - tree = ast.parse(file_name.read_text(), filename=str(file_name)) - for node in ast.walk(tree): - if passes_period_option(node): - violations.append(f"{file_name.relative_to(REPO)}:{node.lineno}") - - assert not violations, ( - "Read the variable with the bare period, or use add(entity, period, " - "sources): Core already sums a monthly variable over a year and " - "divides a yearly one over a month. options=[ADD] and " - "options=[DIVIDE] raise a TypeError in a Microsimulation, whose " - "calculate_add and calculate_divide do not accept the decode_enums " - "keyword that an entity call passes, so household tests pass while " - "the formula fails over microdata. Violations:\n" + "\n".join(violations) - ) From b7a4f4e8364f8430288ef9cf3fa1d2c1f92a5aa9 Mon Sep 17 00:00:00 2001 From: Ziming Date: Wed, 11 Nov 2026 23:20:34 -0500 Subject: [PATCH 08/10] Point the Georgia floor candidate at the moved income test Co-Authored-By: Claude Opus 5.5 --- source_conflicts/candidates.yaml | 5 +++-- 1 file changed, 3 insertions(+), 2 deletions(-) diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 60ea5576922..26c1c42a987 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -2816,16 +2816,17 @@ candidates: pe_us: follows: statute code: - - policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_eligible.py + - policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_eligible.py - policyengine_us/parameters/gov/hhs/liheap/fpg_floor.yaml - policyengine_us/parameters/gov/states/ga/dfcs/liheap/eligibility/fpg_year_lag.yaml - policyengine_us/variables/gov/states/ga/dfcs/liheap/eligibility/ga_liheap_income_limit.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/9968 + - https://github.com/PolicyEngine/policyengine-us/pull/10746 state: unreviewed note: 'PE-US follows the statute: income below 110% of the prior year''s poverty guideline, rounded to cents, qualifies even above the 60% SMI limit. The comment says the limit and the printed matrices fall below that - floor from size 16 in FY2025 and FY2026 and that Georgia''s plans assure the floor (ga_liheap_eligible.py, gov/hhs/liheap/fpg_floor.yaml, + floor from size 16 in FY2025 and FY2026 and that Georgia''s plans assure the floor (ga_liheap_income_eligible.py, gov/hhs/liheap/fpg_floor.yaml, eligibility/fpg_year_lag.yaml, ga_liheap_income_limit.py).' - id: us-ga:liheap-lawful-noncitizen-household-members program: liheap From 4625f4e59ad10068e346d45bf5170289d03c6490 Mon Sep 17 00:00:00 2001 From: Ziming Date: Thu, 12 Nov 2026 12:09:13 -0500 Subject: [PATCH 09/10] Pin the Michigan, California and Illinois list entries and add the program prefix Co-Authored-By: Claude Opus 5.5 --- policyengine_us/programs.yaml | 3 +- .../baseline/gov/hhs/liheap/liheap.yaml | 48 +++++++++++++++++-- .../liheap/il_liheap_regular_heating.yaml | 2 + .../tests/test_aggregate_list_integrity.py | 46 +++++++++++++----- .../variables/gov/hhs/liheap/liheap.py | 6 +++ .../az_liheap_countable_unearned_income.py | 4 +- .../ia_liheap_countable_unearned_income.py | 3 +- .../eap/income/mn_eap_countable_income.py | 3 +- .../income/ok_liheap_countable_income.py | 2 +- .../income/sd_liheap_countable_income.py | 3 +- .../va/dss/eap/va_eap_countable_income.py | 3 +- 11 files changed, 98 insertions(+), 25 deletions(-) diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index 8cdd3f0d812..943411659ef 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1037,6 +1037,7 @@ programs: status: partial coverage: AK, AR, AL, AZ, CA, CO, CT, DC, DE, GA, HI, Riverside County, MA, FL, IL, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, RI, TN, TX, UT, VA, VT, WA, WI, WV, WY variable: liheap + parameter_prefix: gov.hhs.liheap state_implementations: - state: AL status: partial @@ -1418,7 +1419,7 @@ programs: variable: wv_lieap parameter_prefix: gov.states.wv.dhhr.lieap verified_years: "2026-2027" - notes: FY2026-FY2027 regular heating payments for households of one to twenty qualified members. West Virginia has no regular cooling payment, and cooling help comes only through Emergency Cooling crisis payments and unit repair or replacement; crisis, equipment, weatherization and the utility discount are out of scope. + notes: FY2026-FY2027 regular heating payments for households of one to twenty qualified members. West Virginia's plans reserve a regular cooling payment of up to $2,000 if funds remain, which is not modeled; Emergency Cooling crisis payments, unit repair or replacement, weatherization and the utility discount are out of scope. - state: WY status: partial name: Wyoming LIEAP diff --git a/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml b/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml index 3d44d473075..cd2f6750493 100644 --- a/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml +++ b/policyengine_us/tests/policy/baseline/gov/hhs/liheap/liheap.yaml @@ -29,14 +29,15 @@ tx_ceap: 1_200 liheap: 1_200 -- name: Case 2, a Michigan household gets nothing because the Home Heating Credit is not in the total. - period: 2026 +- name: Case 2, a Michigan household's Home Heating Credit is not in the total. + period: 2025 absolute_error_margin: 0.01 input: people: person1: age: 41 - employment_income_before_lsr: 24_000 + # Part-time wages. + employment_income_before_lsr: 9_000 spm_units: spm_unit: members: [person1] @@ -49,8 +50,12 @@ members: [person1] state_code: MI output: - # Michigan's regular heating help is the refundable Home Heating Credit, - # which the list leaves out, and Michigan has no regular cooling payment. + # TY2025 MI-1040CR-7 standard credit: the one-exemption allowance of 604 + # less 3.5% of 9,000 household resources (315) is 289, paid at 60%: + # 173.40. The alternate credit is 70% of (1,020 - 11% of 9,000) = 21. + # Michigan's regular heating help is this refundable credit, which the + # list leaves out, and Michigan has no regular cooling payment. + mi_home_heating_credit: 173.4 liheap: 0 - name: Case 3, Illinois counts the regular heating payment but not the crisis amount. @@ -205,3 +210,36 @@ il_liheap_regular_heating: [0, 0, 425] # No household is paid by another state's program. liheap: [1_200, 529, 425] + +# California's ordinary liquid-fuel payment applies in Madera County only. Base +# benefit 411 for one person in burden group 4, plus 105 for the priority +# category at exactly 20 points (ca_liheap_covered_liquid_heating.yaml Case 5). +# A liquid-fuel payment rules out the utility payment the same year. +- name: Case 6, a Madera County propane household's liquid-fuel payment counts once. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + is_citizen_or_legal_immigrant: true + ssi: 0 + employment_income: 12_000 + spm_units: + spm_unit: + members: [person1] + heating_type: PROPANE + snap: 0 + tanf: 0 + ca_state_supplement: 0 + bottled_gas_expense: 12 + pre_subsidy_electricity_expense: 2_028 + households: + household: + members: [person1] + state_code: CA + county: MADERA_COUNTY_CA + output: + ca_liheap_covered_liquid_heating: 516 + ca_liheap_utility_heating: 0 + liheap: 516 diff --git a/policyengine_us/tests/policy/baseline/gov/states/il/dceo/liheap/il_liheap_regular_heating.yaml b/policyengine_us/tests/policy/baseline/gov/states/il/dceo/liheap/il_liheap_regular_heating.yaml index 879ce06541d..39d4e161b03 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/il/dceo/liheap/il_liheap_regular_heating.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/il/dceo/liheap/il_liheap_regular_heating.yaml @@ -63,3 +63,5 @@ # but the unit is ineligible, so the regular heating payment is zero. il_liheap_base_payment: 310 il_liheap_regular_heating: 0 + # The national total sums the regular heating payment, not the base. + liheap: 0 diff --git a/policyengine_us/tests/test_aggregate_list_integrity.py b/policyengine_us/tests/test_aggregate_list_integrity.py index 1f5ac0922ff..29c0492bf9c 100644 --- a/policyengine_us/tests/test_aggregate_list_integrity.py +++ b/policyengine_us/tests/test_aggregate_list_integrity.py @@ -177,13 +177,20 @@ def test_no_silent_removals_between_year_blocks(list_path): LIHEAP_PAYMENTS = "gov/hhs/liheap/regular_payments.yaml" -# Registry payment variables the national LIHEAP total leaves out on purpose. -LIHEAP_PAYMENTS_NOT_SUMMED = { - # il_liheap_regular_heating is summed instead: il_liheap also counts - # crisis assistance. - "il_liheap", +# Registry payment variables that reach the national LIHEAP total through +# other list entries, or not at all. Every other registry payment variable must +# be in the list itself. +LIHEAP_PAYMENT_STAND_INS = { + # il_liheap also counts crisis assistance; its regular part is summed. + "il_liheap": {"il_liheap_regular_heating"}, + # California's three regular components are exclusive by eligibility. + "ca_liheap_utility_heating": { + "ca_liheap_utility_heating", + "ca_liheap_covered_liquid_heating", + "ca_liheap_wood_heating", + }, # The Home Heating Credit already counts as a refundable state credit. - "mi_home_heating_credit", + "mi_home_heating_credit": set(), } @@ -191,9 +198,11 @@ def test_liheap_total_sums_every_registered_state_payment(variables): """A state payment in the registry must reach the national total. The LIHEAP registry entry names one variable per state implementation. - Each one that is a dollar amount belongs in the list `liheap` sums, so a - new state payment, or a list line deleted by mistake, cannot drop a state - from the total unnoticed. Eligibility flags carry no amount. + Each one that is a dollar amount belongs in the list `liheap` sums, or its + stand-ins in LIHEAP_PAYMENT_STAND_INS do, so a new state payment, or a list + line deleted or swapped by mistake, cannot drop a state from the total + unnoticed. A registry variable that a stand-in replaces must stay out of + the list, so it is not counted twice. Eligibility flags carry no amount. """ programs = yaml.safe_load((PACKAGE / "programs.yaml").read_text())["programs"] liheap = next(program for program in programs if program["id"] == "liheap") @@ -202,13 +211,26 @@ def test_liheap_total_sums_every_registered_state_payment(variables): for implementation in liheap["state_implementations"] if variables[implementation["variable"]].value_type is float } + listed = members_of(LIHEAP_PAYMENTS) missing = sorted( - payments - LIHEAP_PAYMENTS_NOT_SUMMED - members_of(LIHEAP_PAYMENTS) + entry + for payment in payments + for entry in LIHEAP_PAYMENT_STAND_INS.get(payment, {payment}) + if entry not in listed ) assert not missing, ( f"{LIHEAP_PAYMENTS} lacks these state payments from the LIHEAP " - f"registry entry: {missing}. Add each to the list, or record why it " - "is left out in LIHEAP_PAYMENTS_NOT_SUMMED in this test." + f"registry entry: {missing}. Add each to the list, or record what " + "stands in for it in LIHEAP_PAYMENT_STAND_INS in this test." + ) + double_counted = sorted( + payment + for payment, stand_ins in LIHEAP_PAYMENT_STAND_INS.items() + if payment not in stand_ins and payment in listed + ) + assert not double_counted, ( + f"{LIHEAP_PAYMENTS} lists {double_counted}, which " + "LIHEAP_PAYMENT_STAND_INS replaces or leaves out on purpose." ) diff --git a/policyengine_us/variables/gov/hhs/liheap/liheap.py b/policyengine_us/variables/gov/hhs/liheap/liheap.py index 558cc05ff3c..892a323b57d 100644 --- a/policyengine_us/variables/gov/hhs/liheap/liheap.py +++ b/policyengine_us/variables/gov/hhs/liheap/liheap.py @@ -6,6 +6,12 @@ class liheap(Variable): entity = SPMUnit definition_period = YEAR label = "LIHEAP regular payments" + documentation = ( + "Each state's regular LIHEAP heating and cooling payment. Leaves out " + "Michigan's Home Heating Credit, which counts as a refundable state " + "tax credit, and crisis, weatherization and equipment assistance. Not " + "yet counted in household benefits or net income." + ) unit = USD reference = "https://www.law.cornell.edu/uscode/text/42/8624#b_1_A" adds = "gov.hhs.liheap.regular_payments" diff --git a/policyengine_us/variables/gov/states/az/des/liheap/income/az_liheap_countable_unearned_income.py b/policyengine_us/variables/gov/states/az/des/liheap/income/az_liheap_countable_unearned_income.py index 80901bbf422..16b7c54dec8 100644 --- a/policyengine_us/variables/gov/states/az/des/liheap/income/az_liheap_countable_unearned_income.py +++ b/policyengine_us/variables/gov/states/az/des/liheap/income/az_liheap_countable_unearned_income.py @@ -31,8 +31,8 @@ def formula(person, period, parameters): # Gross Income is "The total Household income for all Household # members before taxes and other deductions" (page 4), and a loss is # not income, so each source is floored at zero and a rental loss - # cannot offset another source. ADD sums the MONTH-defined ssi over - # the year. + # cannot offset another source. Reading the MONTH-defined ssi over the + # year sums its months. unearned = 0 for source in p.sources.unearned: unearned = unearned + max_(person(source, period), 0) diff --git a/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_countable_unearned_income.py b/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_countable_unearned_income.py index 75aca29dcca..d00c1c81ff4 100644 --- a/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_countable_unearned_income.py +++ b/policyengine_us/variables/gov/states/ia/hhs/liheap/income/ia_liheap_countable_unearned_income.py @@ -48,7 +48,8 @@ def formula(person, period, parameters): # a loss in one source cannot offset another. unearned = 0 for source in p.sources.unearned: - # ADD sums monthly sources such as ssi over the year. + # Reading a monthly source such as ssi over the year sums its + # months. unearned = unearned + max_(person(source, period), 0) # Plan Section 1.9 (page 6) counts Social Security Administration # benefits "Excluding MediCare deduction". Section 6.10 (page 25) and diff --git a/policyengine_us/variables/gov/states/mn/commerce/eap/income/mn_eap_countable_income.py b/policyengine_us/variables/gov/states/mn/commerce/eap/income/mn_eap_countable_income.py index 71e882c897e..0fae08a51cb 100644 --- a/policyengine_us/variables/gov/states/mn/commerce/eap/income/mn_eap_countable_income.py +++ b/policyengine_us/variables/gov/states/mn/commerce/eap/income/mn_eap_countable_income.py @@ -34,7 +34,8 @@ def formula(spm_unit, period, parameters): earned_and_unemployment = where(student, 0, earned + unemployment) unearned = 0 for source in p.sources.unearned: - # ADD sums monthly sources such as ssi over the year. + # Reading a monthly source such as ssi over the year sums its + # months. unearned = unearned + max_(person(source, period), 0) # Retirement payments count from age 59 1/2. Early benefits before that # age count only when not penalized; no input shows whether a withdrawal diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_countable_income.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_countable_income.py index f207f2517b3..6dbff35ee8b 100644 --- a/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_countable_income.py @@ -24,7 +24,7 @@ def formula(person, period, parameters): # Each source is floored at zero, so a loss in one source cannot # offset another. for source in p.unearned: - # SSI is monthly; ADD annualizes it exactly once here. Other + # SSI is monthly; add() sums its months exactly once here. Other # listed streams are disjoint annual personal income inputs. income = income + max_(add(person, period, [source]), 0) # TANF is an SPM aggregate and is counted separately once. diff --git a/policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py b/policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py index 1caab3a6dea..9281a0acf0d 100644 --- a/policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py +++ b/policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py @@ -34,7 +34,8 @@ def formula(spm_unit, period, parameters): earned = earned + max_(person(source, period), 0) unearned = 0 for source in p.sources.unearned: - # ADD sums monthly sources such as ssi over the year. + # Reading a monthly source such as ssi over the year sums its + # months. unearned = unearned + max_(person(source, period), 0) # Rule 67:15:01:18(12) excludes "Deductions from social security benefit # payments for Medicare", and the manual (page 28) counts Social Security diff --git a/policyengine_us/variables/gov/states/va/dss/eap/va_eap_countable_income.py b/policyengine_us/variables/gov/states/va/dss/eap/va_eap_countable_income.py index 8003ef047d6..f9db707156e 100644 --- a/policyengine_us/variables/gov/states/va/dss/eap/va_eap_countable_income.py +++ b/policyengine_us/variables/gov/states/va/dss/eap/va_eap_countable_income.py @@ -47,7 +47,8 @@ def formula(spm_unit, period, parameters): # offset other income. unearned = 0 for source in p.income.sources.unearned: - # ADD sums the MONTH-defined ssi and va_ag over the year. + # Reading the MONTH-defined ssi and va_ag over the year sums + # their months. unearned = unearned + max_(person(source, period), 0) # TANF the household receives: the take-up-gated aggregate, which # includes va_tanf. From ea297cd9a994076295d92d3feedc2600208e004c Mon Sep 17 00:00:00 2001 From: Ziming Date: Fri, 13 Nov 2026 15:25:32 -0500 Subject: [PATCH 10/10] Fix issues from review: in-rent route, fuel condition, ruling record Addresses DTrim99's round-1 review; upstream main merged first. Co-Authored-By: Claude Opus 5.5 --- .../states/ga/dfcs/liheap/cooling/amount.yaml | 5 +- policyengine_us/programs.yaml | 2 +- .../liheap/cooling/ga_liheap_cooling.yaml | 38 ++++++++++++ .../cooling/ga_liheap_cooling_eligible.yaml | 58 ++++++++++++++++--- .../cooling/ga_liheap_cooling_eligible.py | 44 ++++++++++---- source_conflicts/candidates.yaml | 11 +++- 6 files changed, 135 insertions(+), 23 deletions(-) diff --git a/policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml b/policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml index 524192c9e35..deb224e13c5 100644 --- a/policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml +++ b/policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml @@ -1,6 +1,7 @@ description: Georgia provides this cooling payment by income level under the Low Income Home Energy Assistance Program. # The matrices print one cooling amount per income level for every main heating -# fuel. FY2027 has no posted matrix, so the FY2026 amounts carry forward. +# fuel. FY2027 has no posted matrix; the FY2027 plan keeps the $400 minimum and $500 +# maximum, so the FY2026 amounts carry forward. lower_income: 2024-10-01: 500 higher_income: @@ -19,3 +20,5 @@ metadata: href: https://liheapch.acf.gov/docs/2025/state-plans/GA_Plan_2025.pdf#page=11 - title: Georgia FY2026 LIHEAP State Plan, section 3.6 href: https://liheapch.acf.gov/docs/2026/state-plans/GA_Plan_2026.pdf#page=11 + - title: Georgia FY2027 LIHEAP State Plan, section 3.6 + href: https://liheapch.acf.gov/docs/2027/state-plans/GA_Plan_2027.pdf#page=11 diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index ffadb96f6d3..fc588ac6a52 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1109,7 +1109,7 @@ programs: variable: ga_liheap_cooling parameter_prefix: gov.states.ga.dfcs.liheap verified_years: "2025-2026" - notes: FY2025-FY2026 regular cooling benefit of $500 (Level I) or $400 (Level II) for any known heating fuel or none, with the heating income test. Crisis cooling, air-conditioner purchase and cooling costs included in rent are out of scope. + notes: FY2025-FY2026 regular cooling benefit of $500 (Level I) or $400 (Level II), with the heating income test. Crisis cooling and air-conditioner purchase are out of scope. - state: HI status: partial name: Hawaii LIHEAP subsidized dwelling benefit diff --git a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml index f79ea8868db..af2b2edd79c 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml @@ -110,3 +110,41 @@ ga_liheap_income: 15_080 ga_liheap_income_limit: 43_203 ga_liheap_cooling: 500 + +# The FY2026 matrix prints Level I cutoffs through household size 16, so a 17-person +# household uses the size 16 cutoff of 42_336; its 109_627 income limit is well above +# that. Income of 42_336 pays 500; 42_336.01 pays 400. +- name: Case 5, a household above the published table size uses the size sixteen Level I cutoff. + period: 2026 + absolute_error_margin: 0.01 + input: + state_code: [GA, GA] + ga_liheap_household_size: [17, 17] + ga_liheap_income: [42_336, 42_336.01] + heating_type: [ELECTRICITY, ELECTRICITY] + has_cooling_expense: [true, true] + output: + ga_liheap_income_limit: [109_627, 109_627] + ga_liheap_cooling_eligible: [true, true] + ga_liheap_cooling: [500, 400] + +# Case 2's cashier in Georgia beside the same household in Alabama. The Alabama unit has +# Georgia household size 0 and receives no Georgia cooling benefit; the Georgia unit +# receives the Level II amount, 400. +- name: Case 6, a unit in another state beside a Georgia unit receives no Georgia cooling benefit. + period: 2026 + absolute_error_margin: 0.01 + input: + state_code: [GA, AL] + age: [35, 35] + immigration_status: [CITIZEN, CITIZEN] + ssi: [0, 0] + ga_tanf: [0, 0] + employment_income_before_lsr: [29_070, 29_070] + heating_type: [ELECTRICITY, ELECTRICITY] + has_cooling_expense: [true, true] + pre_subsidy_electricity_expense: [1_800, 1_800] + output: + ga_liheap_household_size: [1, 0] + ga_liheap_cooling_eligible: [true, false] + ga_liheap_cooling: [400, 0] diff --git a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml index 107c1de89bc..c95307caa9b 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml @@ -1,6 +1,7 @@ # Georgia regular cooling eligibility: the heating program's income and household tests -# (PAMMS chapter 100, page 4; cooling FAQ, page 1) with the household's own cooling cost as -# the energy burden. Wages are Georgia BLS OEWS May 2025 medians: cashiers $29,070 (series +# (PAMMS chapter 100, page 4; cooling FAQ, page 1) with the household's own cooling cost, or +# unsubsidized rent that includes all utilities (heating's direct payment route), as the +# energy burden. Wages are Georgia BLS OEWS May 2025 medians: cashiers $29,070 (series # OEUS130000000000041201113) and fast food and counter workers $26,920 (series # OEUS130000000000035302313). @@ -87,9 +88,10 @@ ga_liheap_household_size: [1, 0] ga_liheap_cooling_eligible: [true, false] -# An unspecified heating fuel pays $0, as in every state LIHEAP program (issue 9754). Case -# 2's cashier (29_070, within the 34_549 limit) reports a cooling cost but no fuel. -- name: Case 4, an unspecified heating fuel receives no cooling benefit. +# Case 2's cashier (29_070, within the 34_549 limit) reports a cooling cost but no fuel. The +# matrix prints one cooling amount for every fuel, so the fuel does not matter: 29_070 is +# above the 13_589 Level I cutoff, so cooling pays the Level II amount, 400. +- name: Case 4, an unspecified heating fuel receives the cooling benefit. period: 2026 absolute_error_margin: 0.01 input: @@ -112,5 +114,47 @@ state_code: GA output: ga_liheap_income_eligible: true - ga_liheap_cooling_eligible: false - ga_liheap_cooling: 0 + # Was false and 0, now true and 400: cooling eligibility no longer adds a heating fuel + # condition. + ga_liheap_cooling_eligible: true + ga_liheap_cooling: 400 + +# Heating's Case 14 renter: one adult with 12_000 of wages and unsubsidized rent that +# includes all utilities, with no separate bill and no reported cooling cost. Rent is the +# HUD FY2026 one-bedroom Fair Market Rent for Dougherty County, 1_006 x 12 = 12_072. The +# manual's energy burden table pays this renter directly, and section 1300.2 pays costs +# "included in their rent and designated as a separate cost", which the rental agreement +# is assumed to do. 12_000 is at or below the 13_589 size-one Level I cutoff, so cooling +# pays 500 beside the 500 heating minimum, and the national total is 1_000. +- name: Case 5, rent that includes all utilities qualifies without a separate cooling cost. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + immigration_status: CITIZEN + ssi: 0 + employment_income_before_lsr: 12_000 + rent: 12_072 + spm_units: + spm_unit: + members: [person1] + ga_tanf: 0 + heating_type: UNSPECIFIED + heat_expense_included_in_rent: true + receives_housing_assistance: false + has_cooling_expense: false + households: + household: + members: [person1] + state_code: GA + tenant_pays_utilities: false + is_in_public_housing: false + output: + ga_liheap_income: 12_000 + ga_liheap_eligible: true + ga_liheap: 500 + ga_liheap_cooling_eligible: true + ga_liheap_cooling: 500 + liheap: 1_000 diff --git a/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.py index 083a416f98a..b2dd91f920f 100644 --- a/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.py +++ b/policyengine_us/variables/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.py @@ -1,4 +1,7 @@ from policyengine_us.model_api import * +from policyengine_us.variables.gov.states.ga.dfcs.liheap.eligibility._ga_liheap_housing import ( + ga_liheap_has_direct_payment_route, +) class ga_liheap_cooling_eligible(Variable): @@ -8,27 +11,46 @@ class ga_liheap_cooling_eligible(Variable): label = "Eligible for Georgia LIHEAP regular cooling assistance" defined_for = StateCode.GA reference = ( - # FY2026 state plan sections 3.1-3.3: 60% of state median income, no - # additional eligibility requirements and no asset test. + # FY2026 state plan sections 3.1-3.5: 60% of state median income, no + # additional eligibility requirements, no asset test, the first 30 days + # for older and homebound residents, and the account-credit rule. + # PDF pages 10-11 "https://liheapch.acf.gov/docs/2026/state-plans/GA_Plan_2026.pdf#page=10", # PAMMS chapter 100, export dated 2026-11-04: cooling applicants "must # meet the eligibility requirements set forth for the current fiscal # year's Heating Program". "https://pamms.dhs.ga.gov/dfcs/_exports/liheap.pdf#page=4", "https://dfcs.georgia.gov/document/document/liheap-cooling-faq-fy2022/download#page=1", + # Manual section 1300.2 pays "eligible individuals whose heating or + # cooling costs are included in their rent and designated as a separate + # cost"; the rental agreement is assumed to designate it, as heating + # assumes the agreement is verified. The energy burden table pays + # unsubsidized rent that includes heat and electric directly to the + # applicant. + # PDF pages 70, 89 + "https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/GA_PolicyManual_2023.pdf#page=70", + # DHS 2026 cooling release: applicants provide the "Most recent cooling + # bill or statement of service from their energy providers". + "https://dhs.georgia.gov/press-releases/2026-04-06/liheap-cooling-open", ) def formula(spm_unit, period, parameters): # Heating's household size and income tests apply. The energy burden is - # the household's own cooling cost. No input identifies cooling costs - # included in rent, so those households are not paid. - size = spm_unit("ga_liheap_household_size", period) - # No heat and every known fuel can be paid. An unspecified heating fuel - # pays $0, as in every state LIHEAP program (issue 9754). - fuel = spm_unit("heating_type", period) + # the household's own cooling cost or the heating program's direct + # payment route: unsubsidized rent that includes all utilities. + # The matrix prints one cooling amount per level for every main heating + # fuel, so the fuel does not affect eligibility; paying a home with no + # heating reads that single cooling cell as covering it. + # Not modeled: the first 30 days reserved for residents 65 and older and + # the medically homebound (plan items 3.3 and 3.4), funding on a + # "first-come, first-served basis until all funds are exhausted" (DHS + # 2026 release) and targeting when funding is too limited (PAMMS + # page 4). The household's account is assumed to meet the $1,000 + # account-credit rule (plan item 3.5). + cooling_cost = spm_unit("has_cooling_expense", period) + all_utilities_in_rent = ga_liheap_has_direct_payment_route(spm_unit, period) return ( - (size > 0) + (spm_unit("ga_liheap_household_size", period) > 0) & spm_unit("ga_liheap_income_eligible", period) - & spm_unit("has_cooling_expense", period) - & (fuel != fuel.possible_values.UNSPECIFIED) + & (cooling_cost | all_utilities_in_rent) ) diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 822e36a469d..89d77c1759c 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -2882,12 +2882,16 @@ candidates: - kind: manual citation: Georgia PAMMS LIHEAP chapter 100, page 5 url: https://pamms.dhs.ga.gov/dfcs/_exports/liheap.pdf#page=5 + - kind: manual + citation: Georgia LIHEAP Policy Manual, revised January 2022, section 101.4, page 5 + url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/GA_PolicyManual_2023.pdf#page=5 readings: statute: No statute is supplied. The FY2026 matrix pays $500 at Level I and $400 at Level II for every main heating fuel, and plan item 16.1 (page 30) says the matrix was updated to remove the rule that households with a member aged 60 or older receive the highest benefit regardless of income. other: PAMMS page 5 offers benefits "at a minimum of $350 and maximum of $400", and households with seniors 60 and - older "will receive the maximum benefit amount of $400". + older "will receive the maximum benefit amount of $400". The January 2022 manual (section 101.4) offers "a + minimum of $350 and maximum of $500" and gives households with seniors 60 and older the $500 maximum. example: A one-person Level I household with a member aged 70 receives $500 of cooling under the FY2026 matrix and $400 under PAMMS page 5. pe_us: @@ -2898,8 +2902,9 @@ candidates: prs: - https://github.com/PolicyEngine/policyengine-us/pull/10746 state: ruled - note: The user ruled on 2026-11-08 that the FY2026 matrix and plan item 16.1 control over the PAMMS chapter and the - 2020 and 2022 manuals. FY2027 has no posted matrix, so the FY2026 amounts carry forward. + note: 'Ruled 2026-11-13 by the project lead; the ruling record is https://github.com/PolicyEngine/policyengine-us/pull/10746#issuecomment-6863978318. The FY2026 matrix and plan + item 16.1 control the cooling amounts over the PAMMS chapter (effective October 2020) and the January 2022 manual. + FY2027 has no posted matrix, so the FY2026 amounts carry forward.' - id: us-ga:liheap-income-floor-vs-smi-limit program: liheap years: