From 18377c9db9ea9772a047663b474cc8e091301437 Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:01:40 -0500 Subject: [PATCH 1/9] 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 de0e62f435e1ecff12b22ddf161156c6a3ea08bc Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:06:03 -0500 Subject: [PATCH 2/9] Add Oklahoma LIHEAP regular summer cooling assistance Co-Authored-By: Claude Opus 5.5 --- changelog.d/ok-liheap-cooling.added.md | 1 + .../states/ok/dhs/liheap/cooling/amount.yaml | 45 ++++ .../liheap/cooling/household_size_group.yaml | 23 ++ .../ok/dhs/liheap/cooling/income_band.yaml | 25 ++ policyengine_us/programs.yaml | 10 +- .../dhs/liheap/cooling/ok_liheap_cooling.yaml | 219 ++++++++++++++++++ .../cooling/ok_liheap_cooling_eligible.yaml | 69 ++++++ .../ok_liheap_income_eligible.yaml | 14 ++ .../dhs/liheap/cooling/ok_liheap_cooling.py | 32 +++ .../cooling/ok_liheap_cooling_eligible.py | 34 +++ .../liheap/eligibility/ok_liheap_eligible.py | 10 +- .../eligibility/ok_liheap_income_eligible.py | 28 +++ .../dhs/liheap/income/ok_liheap_net_income.py | 2 +- 13 files changed, 502 insertions(+), 10 deletions(-) create mode 100644 changelog.d/ok-liheap-cooling.added.md create mode 100644 policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/amount.yaml create mode 100644 policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/household_size_group.yaml create mode 100644 policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/income_band.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.yaml create mode 100644 policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.py create mode 100644 policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py create mode 100644 policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.py diff --git a/changelog.d/ok-liheap-cooling.added.md b/changelog.d/ok-liheap-cooling.added.md new file mode 100644 index 00000000000..971601f7af4 --- /dev/null +++ b/changelog.d/ok-liheap-cooling.added.md @@ -0,0 +1 @@ +Add Oklahoma LIHEAP regular summer cooling assistance, the Appendix C-7-A flat payment by household size and net monthly income. diff --git a/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/amount.yaml b/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/amount.yaml new file mode 100644 index 00000000000..db60e0714a7 --- /dev/null +++ b/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/amount.yaml @@ -0,0 +1,45 @@ +description: Oklahoma provides this summer cooling payment by net monthly income band and household size group under the Low Income Home Energy Assistance Program. +# The same amount applies to every cooling energy source and to renters, +# roomers and boarders with utilities included in their rent (OAC +# 340:20-1-20(d)(1)). The FY2026 and FY2027 plans' $650 maximum is the +# largest cell; their $150 minimum is the cooling equipment reimbursement cap. + +# Net monthly income band 1: $0 - $700. +1: + # Household size 1. + 1: + 2021-10-01: 500 + # Household size 2 or more. + 2: + 2021-10-01: 650 +# Net monthly income band 2: $701 to the income limit. +2: + 1: + 2021-10-01: 385 + 2: + 2021-10-01: 425 + +metadata: + unit: currency-USD + period: year + label: Oklahoma LIHEAP summer cooling payment + propagate_metadata_to_children: true + breakdown: + - range(1, 3) + - range(1, 3) + breakdown_labels: + - Net monthly income band + - Household size group + reference: + - title: OKDHS Appendix C-7-A, Summer Cooling Program + href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=2 + - title: Oklahoma FY2026 Benefits Matrix + href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OK_BenefitMatrix_2026.docx + - title: Oklahoma FY2026 State Plan, Sections 3.5-3.7 + href: https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=12 + - title: Oklahoma FY2027 State Plan, Sections 3.5-3.7 + href: https://liheapch.acf.gov/docs/2027/state-plans/OK_Plan_2027.pdf#page=16 + - title: OAC 340:20-1-10(i)(2) and 340:20-1-20(d), as amended effective 9-15-26 + href: https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html + - title: OAC 340:20-1-20(d), September 2025 permanent adoption + href: https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=588 diff --git a/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/household_size_group.yaml b/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/household_size_group.yaml new file mode 100644 index 00000000000..96a1e4c0af2 --- /dev/null +++ b/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/household_size_group.yaml @@ -0,0 +1,23 @@ +description: Oklahoma uses this household-size group for the summer cooling payment under the Low Income Home Energy Assistance Program. +# Appendix C-7-A prints one row for household size 1 and one for "2 or more". +brackets: + - threshold: + 2021-10-01: 0 + amount: + 2021-10-01: 1 + - threshold: + 2021-10-01: 2 + amount: + 2021-10-01: 2 + +metadata: + type: single_amount + threshold_unit: person + amount_unit: /1 + period: year + label: Oklahoma LIHEAP summer cooling household size group + reference: + - title: OKDHS Appendix C-7-A, Summer Cooling Program + href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=2 + - title: Oklahoma FY2026 Benefits Matrix + href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OK_BenefitMatrix_2026.docx diff --git a/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/income_band.yaml b/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/income_band.yaml new file mode 100644 index 00000000000..99612f133d7 --- /dev/null +++ b/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/income_band.yaml @@ -0,0 +1,25 @@ +description: Oklahoma uses this net monthly income band for the summer cooling payment under the Low Income Home Energy Assistance Program. +# Appendix C-7-A prints "$0 - $700" and "$701 - ineligible"; the printed lower +# bounds are inclusive. Monthly net income is rounded half up to the nearest +# dollar before the lookup (OAC 340:20-1-11(a)). +brackets: + - threshold: + 2021-10-01: 0 + amount: + 2021-10-01: 1 + - threshold: + 2021-10-01: 701 + amount: + 2021-10-01: 2 + +metadata: + type: single_amount + threshold_unit: currency-USD + amount_unit: /1 + period: month + label: Oklahoma LIHEAP summer cooling net monthly income band + reference: + - title: OKDHS Appendix C-7-A, Summer Cooling Program + href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=2 + - title: Oklahoma FY2026 Benefits Matrix + href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OK_BenefitMatrix_2026.docx diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index a7cef450f8b..8a2b3d21c0f 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1073,7 +1073,15 @@ programs: variable: ok_liheap parameter_prefix: gov.states.ok.dhs.liheap verified_years: "2025-2027" - notes: FY2025-FY2027 regular winter heating only, using the Appendix C-7-A payment matrix. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2025-FY2027 regular winter heating only, using the Appendix C-7-A payment matrix. Summer cooling is listed separately; crisis, weatherization and equipment assistance are out of scope. + - state: OK + status: partial + name: Oklahoma LIHEAP cooling + full_name: Oklahoma Low Income Home Energy Assistance Program summer cooling + variable: ok_liheap_cooling + parameter_prefix: gov.states.ok.dhs.liheap.cooling + verified_years: "2025-2027" + notes: FY2025-FY2027 regular summer cooling payment from the Appendix C-7-A flat amounts by household size and net monthly income, for households with cooling costs. The cooling equipment reimbursement, crisis and weatherization assistance are out of scope. - state: PA status: partial name: Pennsylvania LIHEAP diff --git a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml new file mode 100644 index 00000000000..8fa340ca649 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml @@ -0,0 +1,219 @@ +# Oklahoma LIHEAP summer cooling cases. +# OKDHS Appendix C-7-A page 2, Summer Cooling Program: household size 1 receives 500 at +# net monthly income $0 - $700 and 385 at $701 - ineligible; size 2 or more receives +# 650 and 425. OAC 340:20-1-11(a) rounds monthly income half up to the nearest dollar. +# Appendix C-7 deducts up to 240 a month (2,880 a year) of each worker's earnings +# before the net income band. Wages of 15,080 are full-time work at the 7.25 +# Oklahoma minimum wage (7.25 x 40 x 52); 9,425 is 25 hours a week at that wage. +# The cooling amount uses no bill, so cases carry only the bills a heating +# comparison needs. + +- name: Case 1, zero net income from a business loss receives the size-one amount for the lowest band. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + self_employment_income: -5_000 + spm_units: + spm_unit: + members: [person1] + heating_type: NATURAL_GAS + has_cooling_expense: true + households: + household: + members: [person1] + state_code: OK + output: + # max(-5,000, 0) = 0 gross and net income -> $0 - $700, size 1 + ok_liheap_net_income: 0 + ok_liheap_cooling: 500 + +- name: Case 2, net monthly income of exactly 700 stays in the higher band and 701 moves to the lower one. + period: 2026 + absolute_error_margin: 0.01 + input: + state_code: [OK, OK] + age: [40, 40] + employment_income_before_lsr: [11_280, 11_292] + heating_type: [ELECTRICITY, ELECTRICITY] + has_cooling_expense: [true, true] + output: + # 11,280 - 2,880 = 8,400 -> 700 a month; 11,292 - 2,880 = 8,412 -> 701. + ok_liheap_net_income: [8_400, 8_412] + ok_liheap_cooling: [500, 385] + +- name: Case 3, a parent and child with low net income receive the larger-household amount for the lowest band. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 30 + employment_income_before_lsr: 9_425 + person2: + age: 8 + spm_units: + spm_unit: + members: [person1, person2] + # Not receiving TANF or Child Care Subsidy. + tanf: 0 + ok_child_care_subsidies: 0 + heating_type: ELECTRICITY + has_cooling_expense: true + households: + household: + members: [person1, person2] + state_code: OK + output: + # Gross 9,425 / 12 = 785 <= 2,292 (size 2). Net 9,425 - 2,880 = 6,545 + # -> 545 a month: $0 - $700, size 2 or more + ok_liheap_cooling: 650 + +- name: Case 4, a parent and child in a home with no heating receive the cooling payment only. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 30 + employment_income_before_lsr: 15_080 + person2: + age: 8 + spm_units: + spm_unit: + members: [person1, person2] + tanf: 0 + ok_child_care_subsidies: 0 + heating_type: NONE + has_cooling_expense: true + households: + household: + members: [person1, person2] + state_code: OK + output: + # Winter heating requires a heating fuel. + ok_liheap: 0 + # Net 15,080 - 2,880 = 12,200 -> 1,017 a month: $701 - ineligible, size 2 + # or more + ok_liheap_cooling: 425 + +- name: Case 5, a household without cooling costs receives no cooling payment. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 15_080 + spm_units: + spm_unit: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_200 + has_cooling_expense: false + households: + household: + members: [person1] + state_code: OK + output: + # The electric bill qualifies the household for winter heating: net 1,017 + # a month, C-7-A page 1 natural gas, electricity, wood or coal, size 1-3, + # $701 - ineligible. + ok_liheap: 235 + ok_liheap_cooling: 0 + +- name: Case 6, gross income above the size-one limit receives no cooling payment. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 21_000 + spm_units: + spm_unit: + members: [person1] + heating_type: ELECTRICITY + has_cooling_expense: true + households: + household: + members: [person1] + state_code: OK + output: + # 21,000 / 12 = 1,750 > 1,696, the FY2026 size-one limit. + ok_liheap_cooling: 0 + +- name: Case 7, the FY2025 summer cooling payment uses the same amounts. + period: 2025 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 15_080 + spm_units: + spm_unit: + members: [person1] + heating_type: NATURAL_GAS + has_cooling_expense: true + households: + household: + members: [person1] + state_code: OK + output: + # Gross 1,257 <= 1,632 (FY2025 size one). Net 12,200 -> 1,017 a month: + # $701 - ineligible, size 1 + ok_liheap_cooling: 385 + +- name: Case 8, the FY2027 summer cooling payment uses the same amounts. + period: 2027 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 30 + employment_income_before_lsr: 9_425 + person2: + age: 8 + spm_units: + spm_unit: + members: [person1, person2] + tanf: 0 + ok_child_care_subsidies: 0 + heating_type: NATURAL_GAS + has_cooling_expense: true + households: + household: + members: [person1, person2] + state_code: OK + output: + # Gross 785 <= 2,345 (FY2027 size 2). Net 545 a month: $0 - $700, size 2 or + # more + ok_liheap_cooling: 650 + +- name: Case 9, an unspecified heating fuel receives no cooling payment. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 30 + employment_income_before_lsr: 15_080 + person2: + age: 8 + spm_units: + spm_unit: + members: [person1, person2] + tanf: 0 + ok_child_care_subsidies: 0 + heating_type: UNSPECIFIED + has_cooling_expense: true + households: + household: + members: [person1, person2] + state_code: OK + output: + # Otherwise identical to Case 4, which pays 425 with heating_type NONE. + ok_liheap_cooling: 0 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.yaml new file mode 100644 index 00000000000..75c7176a3d4 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.yaml @@ -0,0 +1,69 @@ +# Oklahoma LIHEAP summer cooling eligibility. +# OAC 340:20-1-10(h): responsibility for home energy costs, gross income at or below +# Appendix C-7 (130% of the poverty guideline, the limit winter heating uses), and at +# least one eligible member. Monthly size-one limits: FY2025 1,632, FY2026 1,696 +# (also printed in the July 14, 2026 summer cooling release), FY2027 1,729. Wages of +# 15,080 are full-time work at the 7.25 Oklahoma minimum wage (7.25 x 40 x 52). + +- name: Case 1, a home with no heating is cooling eligible like a home with a known heating fuel. + period: 2026 + input: + state_code: [OK, OK] + age: [40, 40] + employment_income_before_lsr: [15_080, 15_080] + heating_type: [NONE, NATURAL_GAS] + gas_expense: [0, 600] + has_cooling_expense: [true, true] + output: + # Winter heating needs a heating fuel; summer cooling does not. + ok_liheap_eligible: [false, true] + ok_liheap_cooling_eligible: [true, true] + +- name: Case 2, the FY2026 limit admits gross income of 1,667 a month but not 1,700. + period: 2026 + input: + state_code: [OK, OK] + age: [40, 40] + employment_income_before_lsr: [20_000, 20_400] + heating_type: [ELECTRICITY, ELECTRICITY] + has_cooling_expense: [true, true] + output: + # 20,000 / 12 = 1,666.67 -> 1,667 <= 1,696; 20,400 / 12 = 1,700 > 1,696. + ok_liheap_cooling_eligible: [true, false] + +- name: Case 3, the lower FY2025 limit excludes gross income of 1,667 a month. + period: 2025 + input: + state_code: [OK] + age: [40] + employment_income_before_lsr: [20_000] + heating_type: [ELECTRICITY] + has_cooling_expense: [true] + output: + # 1,667 > 1,632. + ok_liheap_cooling_eligible: [false] + +- name: Case 4, the higher FY2027 limit admits gross income of 1,700 a month. + period: 2027 + input: + state_code: [OK] + age: [40] + employment_income_before_lsr: [20_400] + heating_type: [ELECTRICITY] + has_cooling_expense: [true] + output: + # 1,700 <= 1,729. + ok_liheap_cooling_eligible: [true] + +- name: Case 5, a household with no eligible member is ineligible. + period: 2026 + input: + state_code: [OK] + age: [40] + immigration_status: [UNDOCUMENTED] + employment_income_before_lsr: [15_080] + heating_type: [ELECTRICITY] + has_cooling_expense: [true] + output: + # The undocumented member is excluded from household size. + ok_liheap_cooling_eligible: [false] diff --git a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.yaml new file mode 100644 index 00000000000..dabf4eb4662 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.yaml @@ -0,0 +1,14 @@ +# Oklahoma LIHEAP gross income test shared by winter heating and summer cooling. +# OAC 340:20-1-10(h)(2), 340:20-1-11(a); FY2026 Appendix C-7 size-one limit 1,696 a +# month (20,352 a year), inclusive, after rounding monthly gross income half up: +# 20,352 / 12 = 1,696.00; 20,357 / 12 = 1,696.42 -> 1,696; 20,358 / 12 = 1,696.50 +# -> 1,697. + +- name: Case 1, the gross limit is inclusive after rounding monthly income half up. + period: 2026 + input: + state_code: [OK, OK, OK] + age: [40, 40, 40] + ok_liheap_gross_income: [20_352, 20_357, 20_358] + output: + ok_liheap_income_eligible: [true, true, false] diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.py new file mode 100644 index 00000000000..75d70dd4a50 --- /dev/null +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.py @@ -0,0 +1,32 @@ +from policyengine_us.model_api import * + + +class ok_liheap_cooling(Variable): + value_type = float + entity = SPMUnit + definition_period = YEAR + unit = USD + label = "Oklahoma LIHEAP regular summer cooling assistance" + defined_for = "ok_liheap_cooling_eligible" + # OAC 340:20-1-10(i)(2): "summer cooling is based on household size and + # net income"; 340:20-1-20(d) refers to Appendix C-7-A for the amounts. + reference = ( + "https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html", + "https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=2", + # PDF pages 4, 12 + "https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=4", + ) + + def formula(spm_unit, period, parameters): + p = parameters(period).gov.states.ok.dhs.liheap.cooling + size = spm_unit("ok_liheap_household_size", period) + # OAC 340:20-1-11(a) rounds monthly income to the nearest dollar, and + # Appendix C-7-A prints whole-dollar bands, so round half up first. + net_income = spm_unit("ok_liheap_net_income", period) + monthly_income = np.floor(net_income / MONTHS_IN_YEAR + 0.5) + band = p.income_band.calc(monthly_income).astype(int) + size_group = p.household_size_group.calc(size).astype(int) + # One payment per household each year, the same for every cooling + # energy source and dwelling, with no bill cap. The equipment + # reimbursement, which replaces the bill payment, is not modeled. + return p.amount[band][size_group] diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py new file mode 100644 index 00000000000..fe005496f0c --- /dev/null +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py @@ -0,0 +1,34 @@ +from policyengine_us.model_api import * + + +class ok_liheap_cooling_eligible(Variable): + value_type = bool + entity = SPMUnit + definition_period = YEAR + label = "Eligible for Oklahoma LIHEAP summer cooling assistance" + defined_for = StateCode.OK + # OAC 340:20-1-10(b)(2), (e) and (h), 340:20-1-20(d): eligible size, the + # gross income test heating uses, and responsibility for cooling costs. + reference = ( + "https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html", + "https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=588", + # PDF pages 11-12 + "https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=11", + ) + + def formula(spm_unit, period, parameters): + size = spm_unit("ok_liheap_household_size", period) + income_eligible = spm_unit("ok_liheap_income_eligible", period) + # OAC 340:20-1-10(h)(1) requires total or partial responsibility for + # home energy costs, here the cooling cost; a renter with utilities in + # the rent qualifies through a verified surcharge (340:20-1-20(d)). + responsible = spm_unit("has_cooling_expense", period) + # The main cooling energy source is approved during the summer period + # (340:20-1-10(b)(2)), so a home with no heating or any known heating + # fuel qualifies; an unspecified fuel is paid $0, as in every LIHEAP + # program (#9754). + heating_type = spm_unit("heating_type", period) + fuel_known = heating_type != heating_type.possible_values.UNSPECIFIED + # Pre-authorization, roomer relatedness and tribal LIHEAP receipt have + # no existing inputs. + return (size > 0) & income_eligible & responsible & fuel_known diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_eligible.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_eligible.py index 1816468d7be..28f5d273e24 100644 --- a/policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_eligible.py +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_eligible.py @@ -27,13 +27,7 @@ class ok_liheap_eligible(Variable): def formula(spm_unit, period, parameters): size = spm_unit("ok_liheap_household_size", period) - # OAC 340:20-1-11(a) converts income to a monthly amount and rounds it - # to the nearest dollar; Appendix C-7 prints whole-dollar monthly - # limits. Rounding the monthly total half up approximates the - # per-source rounding. - income = spm_unit("ok_liheap_gross_income", period) - monthly_income = np.floor(income / MONTHS_IN_YEAR + 0.5) - monthly_limit = spm_unit("ok_liheap_income_limit", period) / MONTHS_IN_YEAR + income_eligible = spm_unit("ok_liheap_income_eligible", period) fuel = spm_unit("heating_type", period) heat_in_rent = spm_unit("heat_expense_included_in_rent", period) # OAC 340:20-1-19(d)(1) pays "renters, roomers, and boarders who pay a @@ -66,7 +60,7 @@ def formula(spm_unit, period, parameters): # LIHEAP receipt are not available as existing inputs. return ( (size > 0) - & (monthly_income <= monthly_limit) + & income_eligible & (fuel != fuel.possible_values.NONE) & (has_bill | pays_directly) ) diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.py new file mode 100644 index 00000000000..b2f94c92531 --- /dev/null +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.py @@ -0,0 +1,28 @@ +from policyengine_us.model_api import * + + +class ok_liheap_income_eligible(Variable): + value_type = bool + entity = SPMUnit + definition_period = YEAR + label = "Oklahoma LIHEAP income eligible" + defined_for = StateCode.OK + # OAC 340:20-1-10(h)(2), 340:20-1-11(a): gross income including deemed + # contributions at or below the Appendix C-7 standard, which winter + # heating and summer cooling share (plan items 2.1 and 3.1). + reference = ( + "https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html", + "https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf", + # PDF pages 9, 11 + "https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=9", + ) + + def formula(spm_unit, period, parameters): + # OAC 340:20-1-11(a) converts income to a monthly amount and rounds it + # to the nearest dollar; Appendix C-7 prints whole-dollar monthly + # limits. Rounding the monthly total half up approximates the + # per-source rounding. + income = spm_unit("ok_liheap_gross_income", period) + monthly_income = np.floor(income / MONTHS_IN_YEAR + 0.5) + monthly_limit = spm_unit("ok_liheap_income_limit", period) / MONTHS_IN_YEAR + return monthly_income <= monthly_limit 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..6127aadd06e 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 @@ -6,7 +6,7 @@ class ok_liheap_net_income(Variable): entity = SPMUnit definition_period = YEAR unit = USD - label = "Oklahoma LIHEAP net income for regular heating assistance" + label = "Oklahoma LIHEAP net income for regular heating and cooling assistance" defined_for = StateCode.OK reference = ( # OAC 340:20-1-11(a)(4), (c): do not repeat deductions already From 968847cd6ce44c570f2e4423ac5d5f7fd118c5ca Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:06:03 -0500 Subject: [PATCH 3/9] Count Oklahoma 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..8ba968c0efb 100644 --- a/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml +++ b/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml @@ -40,6 +40,7 @@ values: - ny_heap # New York HEAP - oh_liheap # Ohio HEAP - ok_liheap # Oklahoma LIHEAP + - ok_liheap_cooling # Oklahoma LIHEAP cooling - or_liheap # Oregon LIHEAP - pa_liheap # Pennsylvania LIHEAP - ri_liheap # Rhode Island LIHEAP From 77e0f848bb2733470224377d6c037d82cf8aaf73 Mon Sep 17 00:00:00 2001 From: Ziming Date: Mon, 9 Nov 2026 20:34:36 -0500 Subject: [PATCH 4/9] 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 e0b1afa0fd24539a7dba9ea5aa1f11b5d3e4f127 Mon Sep 17 00:00:00 2001 From: Ziming Date: Mon, 9 Nov 2026 23:06:30 -0500 Subject: [PATCH 5/9] Apply Oklahoma LIHEAP cooling review fixes Points the Register reference at its first cited page, describes the guideline lag by benefit year, checks the national liheap total, and records the cooling income boundary in the source-conflict candidates. Co-Authored-By: Claude Opus 5.5 --- .../dhs/liheap/income/limit/fpg_year_lag.yaml | 2 +- .../dhs/liheap/cooling/ok_liheap_cooling.yaml | 2 ++ .../cooling/ok_liheap_cooling_eligible.py | 3 +- source_conflicts/candidates.yaml | 33 +++++++++++++++++++ 4 files changed, 38 insertions(+), 2 deletions(-) diff --git a/policyengine_us/parameters/gov/states/ok/dhs/liheap/income/limit/fpg_year_lag.yaml b/policyengine_us/parameters/gov/states/ok/dhs/liheap/income/limit/fpg_year_lag.yaml index 3bdb3084c7e..2e110ebb1a1 100644 --- a/policyengine_us/parameters/gov/states/ok/dhs/liheap/income/limit/fpg_year_lag.yaml +++ b/policyengine_us/parameters/gov/states/ok/dhs/liheap/income/limit/fpg_year_lag.yaml @@ -1,4 +1,4 @@ -description: Oklahoma uses the federal poverty guideline from this many years before the heating benefit year under the Low Income Home Energy Assistance Program. +description: Oklahoma uses the federal poverty guideline from this many years before the benefit year under the Low Income Home Energy Assistance Program. # HHS makes each January's poverty guidelines mandatory for LIHEAP from the # next October 1 (LIHEAP IM 2024-02, IM 2025-02 and IM 2026-01), so FY2025 # uses the 2024 guidelines, FY2026 the 2025 and FY2027 the 2026. Plan item diff --git a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml index 8fa340ca649..090a43c48ec 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml @@ -98,6 +98,8 @@ # Net 15,080 - 2,880 = 12,200 -> 1,017 a month: $701 - ineligible, size 2 # or more ok_liheap_cooling: 425 + # The national LIHEAP total is the cooling payment alone: 0 + 425. + liheap: 425 - name: Case 5, a household without cooling costs receives no cooling payment. period: 2026 diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py index fe005496f0c..3600556f5cf 100644 --- a/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py @@ -11,7 +11,8 @@ class ok_liheap_cooling_eligible(Variable): # gross income test heating uses, and responsibility for cooling costs. reference = ( "https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html", - "https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=588", + # PDF pages 574-576, 588-589 + "https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=574", # PDF pages 11-12 "https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=11", ) diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 528def1524c..b557cce5ef4 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -8285,6 +8285,39 @@ candidates: note: 'PE-US follows the regulation: earnings are excluded only for a tax-unit dependent under the age limit who attends K-12 school, with tax dependency standing in for parental control (ok_liheap_countable_earned_income.py, income/student_earned_income_age_limit.yaml). Verify whether the broader plan checkbox reflects actual practice.' +- id: us-ok:liheap-cooling-income-boundary + program: liheap + years: + from: 2025 + to: 2027 + type: federal-fiscal + question: Does net monthly income of exactly $700 receive Oklahoma's larger summer cooling payment, as Appendix + C-7-A's "$0 - $700" band says, although the state plan grants the larger benefit to incomes "under $700"? + sources: + - kind: regulation + citation: OAC 340:20-1-20(d) and OKDHS Appendix C-7-A, page 2 (Summer Cooling Program) + url: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=2 + - kind: plan + citation: FY2026 Oklahoma LIHEAP State Plan section 3.5, page 12 (repeated in the FY2027 plan, page 16) + url: https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=12 + readings: + statute: OAC 340:20-1-20(d) refers to Appendix C-7-A for the summer cooling benefit amounts. Page 2 of the + appendix pays the larger amount at net monthly income "$0 - $700" and the smaller amount at "$701 - + ineligible". + other: Plan section 3.5 says "The cooling program grants a larger benefit to households with net monthly incomes + under $700." + example: A one-person household with net monthly income of exactly $700 receives $500 under Appendix C-7-A and + $385 under the plan's wording. + pe_us: + follows: statute + code: + - policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/income_band.yaml + - policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10748 + state: ruled + note: The band threshold of 701 follows the appendix that the regulation names, as the heating table's "$401 - + $700" band does; test Case 2 pins $700 at the larger amount and $701 at the smaller one. - id: us-ok:liheap-immigration-status-list 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 6/9] 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 7/9] 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 4625f4e59ad10068e346d45bf5170289d03c6490 Mon Sep 17 00:00:00 2001 From: Ziming Date: Thu, 12 Nov 2026 12:09:13 -0500 Subject: [PATCH 8/9] 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 bec5b3d6b338599ed5cc4a4a43583789ee2e55d7 Mon Sep 17 00:00:00 2001 From: Ziming Date: Fri, 13 Nov 2026 15:25:33 -0500 Subject: [PATCH 9/9] Fix issues from review: pinning cases, ruling record, fuel condition Addresses DTrim99's round-1 review; upstream main merged first. Co-Authored-By: Claude Opus 5.5 --- .../states/ok/dhs/liheap/cooling/amount.yaml | 2 + .../dhs/liheap/cooling/ok_liheap_cooling.yaml | 88 ++++++++++++++++++- .../cooling/ok_liheap_cooling_eligible.yaml | 20 ++++- .../cooling/ok_liheap_cooling_eligible.py | 9 +- source_conflicts/candidates.yaml | 25 +++--- 5 files changed, 125 insertions(+), 19 deletions(-) diff --git a/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/amount.yaml b/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/amount.yaml index db60e0714a7..1514229d3d7 100644 --- a/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/amount.yaml +++ b/policyengine_us/parameters/gov/states/ok/dhs/liheap/cooling/amount.yaml @@ -35,6 +35,8 @@ metadata: href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=2 - title: Oklahoma FY2026 Benefits Matrix href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OK_BenefitMatrix_2026.docx + - title: Oklahoma FY2025 State Plan, Sections 3.5-3.7 + href: https://liheapch.acf.gov/docs/2025/state-plans/OK_Plan_2025.pdf#page=12 - title: Oklahoma FY2026 State Plan, Sections 3.5-3.7 href: https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=12 - title: Oklahoma FY2027 State Plan, Sections 3.5-3.7 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml index 090a43c48ec..bb92b3ed358 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling.yaml @@ -195,7 +195,7 @@ # more ok_liheap_cooling: 650 -- name: Case 9, an unspecified heating fuel receives no cooling payment. +- name: Case 9, an unspecified heating fuel receives the same cooling payment as a home with no heating. period: 2026 absolute_error_margin: 0.01 input: @@ -218,4 +218,88 @@ state_code: OK output: # Otherwise identical to Case 4, which pays 425 with heating_type NONE. - ok_liheap_cooling: 0 + # Was 0, now 425: the cooling payment adds no heating-fuel condition. + ok_liheap_cooling: 425 + +- name: Case 10, net monthly income of 700.42 rounds to the higher band and 700.50 rounds up to the lower one. + period: 2026 + absolute_error_margin: 0.01 + input: + state_code: [OK, OK] + age: [40, 40] + employment_income_before_lsr: [11_285, 11_286] + heating_type: [ELECTRICITY, ELECTRICITY] + has_cooling_expense: [true, true] + output: + # Gross 940 and 941 a month <= 1,696. 11,285 - 2,880 = 8,405 -> 700.42 a + # month -> 700; 11,286 - 2,880 = 8,406 -> 700.50 -> 701. Unrounded, 700.50 + # is below 701 and would pay 500. + ok_liheap_net_income: [8_405, 8_406] + ok_liheap_cooling: [500, 385] + +- name: Case 11, a household with heating and cooling costs receives both payments in one year. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 15_080 + spm_units: + spm_unit: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_200 + has_cooling_expense: true + households: + household: + members: [person1] + state_code: OK + output: + # Case 5 with a cooling cost. Net 1,017 a month: winter heating pays 235 + # (natural gas, electricity, wood or coal, size 1-3, $701 - ineligible) and + # summer cooling pays 385 (size 1, $701 - ineligible). OAC 340:20-1-10(c)(4) + # allows one authorization per application-based assistance period. + ok_liheap: 235 + ok_liheap_cooling: 385 + # The national LIHEAP total is 235 + 385. + liheap: 620 + +- name: Case 12, a roomer household of four with utilities in the rent receives the full cooling amount. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 30 + employment_income_before_lsr: 15_080 + person2: + age: 30 + person3: + age: 6 + person4: + age: 3 + spm_units: + spm_unit: + members: [person1, person2, person3, person4] + tanf: 0 + ok_child_care_subsidies: 0 + heating_type: NATURAL_GAS + heat_expense_included_in_rent: true + ok_liheap_dwelling_type: ROOMER + # Utility surcharge on the rent receipt: $50 a month in six winter months. + gas_expense: 300 + # The verified utility surcharge on the rent stands for the cooling cost. + has_cooling_expense: true + households: + household: + members: [person1, person2, person3, person4] + state_code: OK + output: + # Gross 15,080 / 12 = 1,257 <= 3,483 (size 4). Net 12,200 -> 1,017 a month. + # The winter roomer schedule pays 0 at size 4 or more; summer cooling pays + # roomers the same amount as other households: $701 - ineligible, size 2 or + # more. + ok_liheap_eligible: true + ok_liheap: 0 + ok_liheap_cooling: 425 diff --git a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.yaml index 75c7176a3d4..f91585de71d 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.yaml @@ -65,5 +65,23 @@ heating_type: [ELECTRICITY] has_cooling_expense: [true] output: - # The undocumented member is excluded from household size. + # The undocumented member is excluded from household size, and the deemed + # income of 15,080 - 2,880 - 398 x 12 = 7,424 (619 a month) exceeds the + # size-0 limit of 0. ok_liheap_cooling_eligible: [false] + +- name: Case 6, a household with no eligible member is ineligible even when it passes the income test. + period: 2026 + input: + state_code: [OK] + age: [40] + immigration_status: [UNDOCUMENTED] + employment_income_before_lsr: [7_000] + heating_type: [ELECTRICITY] + has_cooling_expense: [true] + output: + # Deemed income max(7,000 - 2,880 - 398 x 12, 0) = 0 meets the size-0 limit + # of 0, so the household size of 0 alone makes the household ineligible. + ok_liheap_income_eligible: [true] + ok_liheap_cooling_eligible: [false] + ok_liheap_cooling: [0] diff --git a/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py index 3600556f5cf..5df74413cea 100644 --- a/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py +++ b/policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py @@ -25,11 +25,8 @@ def formula(spm_unit, period, parameters): # the rent qualifies through a verified surcharge (340:20-1-20(d)). responsible = spm_unit("has_cooling_expense", period) # The main cooling energy source is approved during the summer period - # (340:20-1-10(b)(2)), so a home with no heating or any known heating - # fuel qualifies; an unspecified fuel is paid $0, as in every LIHEAP - # program (#9754). - heating_type = spm_unit("heating_type", period) - fuel_known = heating_type != heating_type.possible_values.UNSPECIFIED + # (340:20-1-10(b)(2)) and the amount depends only on household size + # and net income (340:20-1-10(i)(2)), so the heating fuel is not read. # Pre-authorization, roomer relatedness and tribal LIHEAP receipt have # no existing inputs. - return (size > 0) & income_eligible & responsible & fuel_known + return (size > 0) & income_eligible & responsible diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 2d2512de4cb..cbfdf8d0c63 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -9261,12 +9261,13 @@ candidates: citation: OAC 340:20-1-20(d) and OKDHS Appendix C-7-A, page 2 (Summer Cooling Program) url: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=2 - kind: plan - citation: FY2026 Oklahoma LIHEAP State Plan section 3.5, page 12 (repeated in the FY2027 plan, page 16) + citation: FY2026 Oklahoma LIHEAP State Plan section 3.5, page 12 (repeated in the FY2025 plan, page 12, and the + FY2027 plan, page 16) url: https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=12 readings: - statute: OAC 340:20-1-20(d) refers to Appendix C-7-A for the summer cooling benefit amounts. Page 2 of the - appendix pays the larger amount at net monthly income "$0 - $700" and the smaller amount at "$701 - - ineligible". + statute: No statute supplied; OAC 340:20-1-20(d) refers to Appendix C-7-A for the summer cooling benefit amounts. + Page 2 of the appendix pays the larger amount at net monthly income "$0 - $700" and the smaller amount at + "$701 - ineligible". other: Plan section 3.5 says "The cooling program grants a larger benefit to households with net monthly incomes under $700." example: A one-person household with net monthly income of exactly $700 receives $500 under Appendix C-7-A and @@ -9279,8 +9280,9 @@ candidates: prs: - https://github.com/PolicyEngine/policyengine-us/pull/10748 state: ruled - note: The band threshold of 701 follows the appendix that the regulation names, as the heating table's "$401 - - $700" band does; test Case 2 pins $700 at the larger amount and $701 at the smaller one. + note: 'Ruled 2026-11-13 by the project lead; the ruling record is https://github.com/PolicyEngine/policyengine-us/pull/10748#issuecomment-6863978810. Follow Appendix C-7-A, which + the regulation names: net monthly income of $700 or less receives the larger amount and $701 or more the smaller + one (band threshold 701; test Case 2 pins both sides).' - id: us-ok:liheap-immigration-status-list program: liheap years: @@ -9341,7 +9343,7 @@ candidates: code: - policyengine_us/parameters/gov/states/ok/dhs/liheap/income/sources/unearned.yaml - policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_income_deductions.py - - policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_eligible.py + - policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_income_eligible.py - policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_gross_income.py - policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_deemed_income.py - policyengine_us/variables/gov/states/ok/dhs/liheap/income/ok_liheap_net_income.py @@ -9352,7 +9354,7 @@ candidates: premiums enter the medical deduction only for USDA elderly or disabled members. Eligible members'' deductions come after the gross test, in the net income that sets the payment, while ineligible members'' deductions are applied before their income is deemed. The list''s comment records the plan checkbox and says the plan narrative - also uses gross income (income/sources/unearned.yaml, ok_liheap_income_deductions.py, ok_liheap_eligible.py, + also uses gross income (income/sources/unearned.yaml, ok_liheap_income_deductions.py, ok_liheap_income_eligible.py, ok_liheap_gross_income.py, ok_liheap_deemed_income.py, ok_liheap_net_income.py). Reconcile the checkbox and verify page references.' - id: us-ok:liheap-resource-test @@ -9383,11 +9385,14 @@ candidates: follows: unknown code: - policyengine_us/variables/gov/states/ok/dhs/liheap/eligibility/ok_liheap_eligible.py + - policyengine_us/variables/gov/states/ok/dhs/liheap/cooling/ok_liheap_cooling_eligible.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/9970 + - https://github.com/PolicyEngine/policyengine-us/pull/10748 state: unreviewed - note: PE-US applies no resource test, and the comment records that the September 15, 2026 amendment removed both - provisions (ok_liheap_eligible.py). Verify agency practice while the rules were in force. + note: PE-US applies no resource test to winter heating or summer cooling (ok_liheap_eligible.py, + ok_liheap_cooling_eligible.py), and the heating comment records that the September 15, 2026 amendment removed + both provisions. Verify agency practice while the rules were in force. - id: us-ok:ssp-ineligible-child-allocation program: ssi-state-supplement years: