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 de37d67103dcbbe5778693065e1f57c3ac3b9543 Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:06:03 -0500 Subject: [PATCH 2/9] Add Kentucky LIHEAP regular cooling assistance Co-Authored-By: Claude Opus 5.5 --- changelog.d/ky-liheap-cooling.added.md | 1 + .../ky/dcbs/liheap/cooling/fpg_year_lag.yaml | 14 ++ policyengine_us/programs.yaml | 10 +- .../liheap/cooling/ky_liheap_cooling.yaml | 220 ++++++++++++++++++ .../cooling/ky_liheap_cooling_eligible.yaml | 111 +++++++++ .../dcbs/liheap/cooling/ky_liheap_cooling.py | 52 +++++ .../cooling/ky_liheap_cooling_eligible.py | 40 ++++ .../gov/states/ky/dcbs/liheap/ky_liheap.py | 61 +++-- .../ky/dcbs/liheap/ky_liheap_eligible.py | 57 +++-- .../dcbs/liheap/ky_liheap_income_eligible.py | 64 ++--- 10 files changed, 552 insertions(+), 78 deletions(-) create mode 100644 changelog.d/ky-liheap-cooling.added.md create mode 100644 policyengine_us/parameters/gov/states/ky/dcbs/liheap/cooling/fpg_year_lag.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml create mode 100644 policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py create mode 100644 policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py diff --git a/changelog.d/ky-liheap-cooling.added.md b/changelog.d/ky-liheap-cooling.added.md new file mode 100644 index 00000000000..c487179f20f --- /dev/null +++ b/changelog.d/ky-liheap-cooling.added.md @@ -0,0 +1 @@ +Add Kentucky LIHEAP regular cooling assistance (the one-time electric cooling subsidy). diff --git a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/cooling/fpg_year_lag.yaml b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/cooling/fpg_year_lag.yaml new file mode 100644 index 00000000000..2859fb9e721 --- /dev/null +++ b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/cooling/fpg_year_lag.yaml @@ -0,0 +1,14 @@ +description: Kentucky uses the federal poverty guidelines from this many years before the federal fiscal year's ending year for the cooling subsidy under the Low Income Home Energy Assistance Program. +# The summer fact sheet's limits are 150% of the 2026 guidelines: +# 15,960 * 1.5 / 12 = 1,995 for one person, and 5,680 * 1.5 / 12 = 710 for +# each additional member. Heating in the same federal fiscal year uses the +# 2025 guidelines (fpg_year_lag). +values: + 2025-10-01: 0 +metadata: + unit: year + period: year + label: Kentucky LIHEAP cooling federal poverty guideline year lag + reference: + - title: Kentucky LIHEAP Summer Cooling Subsidy Component FFY 2026 fact sheet, eligibility + href: https://www.capky.org/wp-content/uploads/2026/07/FY26-LIHEAP-Summer-Cooling-Subsidy-Fact-Sheet.pdf diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index a7cef450f8b..7d6d140d14c 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1154,7 +1154,15 @@ programs: variable: ky_liheap parameter_prefix: gov.states.ky.dcbs.liheap verified_years: "2025-2026" - notes: FY2025-FY2026 regular heating only, from the published benefit workbooks. Crisis and cooling assistance are out of scope. + notes: FY2025-FY2026 regular heating only, from the published benefit workbooks; the cooling subsidy is the separate Kentucky LIHEAP cooling entry. Crisis assistance is out of scope. + - state: KY + status: partial + name: Kentucky LIHEAP cooling + full_name: Kentucky Low Income Home Energy Assistance Program cooling subsidy + variable: ky_liheap_cooling + parameter_prefix: gov.states.ky.dcbs.liheap + verified_years: "2026" + notes: FY2026 one-time electric cooling subsidy from the heating point schedule with electric fuel points and current-year poverty guidelines, paid once a year although FY2026 ran spring and summer rounds. Electricity included in rent, air conditioners and crisis assistance are out of scope. - state: LA status: partial name: Louisiana LIHEAP diff --git a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml new file mode 100644 index 00000000000..7c5ad3d4b69 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml @@ -0,0 +1,220 @@ +# Sources: Kentucky FY2026 state plan Sections 3.1-3.6, the FY2026 heat-cool +# benefit workbook (cooling column equals the electricity heating column), and +# the FFY 2026 Summer Cooling Subsidy fact sheet (150% of the 2026 guidelines). +# Cooling uses the 2026 guidelines for both the limit and the income bands: +# one person 15,960 a year (1,330 a month), each added person 5,680. +# Points: size (capped at 5) + income points + 6 electric points; amount = +# ceil(points * 16.66); subsidized housing = ceil(amount * 0.3). +# Wages are hourly pay times hours; the 7.25 rate is the federal minimum wage +# that Kentucky applies. Electric bills of 1,560 are 130 a month. + +- name: Case 1, a gas-heated home receives the electric cooling amount. + period: 2026 + input: + people: + person1: + age: 40 + # 7.25 an hour, 20 hours a week: 7.25 * 1_040 = 7_540. + employment_income_before_lsr: 7_540 + spm_units: + spm_unit: + members: [person1] + heating_type: NATURAL_GAS + gas_expense: 720 + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + receives_housing_assistance: false + households: + household: + members: [person1] + state_code: KY + is_in_public_housing: false + output: + # 7_540 / 12 = 628.33 a month. + ky_liheap_cooling_eligible: true + # Cooling: 628.33 <= ceil(1_330 * 0.75 = 997.5) = 998, the 0-75% band + # (4 points). 1 + 4 + 6 = 11 points; ceil(11 * 16.66 = 183.26) = 184. + ky_liheap_cooling: 184 + # Heating keeps the natural gas points and the 2025 guidelines: + # 628.33 <= ceil(15_650 / 12 * 0.75 = 978.13) = 979, so 0-75%. + # 1 + 4 + 3 = 8 points; ceil(8 * 16.66 = 133.28) = 134. + ky_liheap: 134 + +- name: Case 2, a public housing tenant receives the subsidized electric amount. + period: 2026 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 7_540 + spm_units: + spm_unit: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + receives_housing_assistance: false + households: + household: + members: [person1] + state_code: KY + is_in_public_housing: true + output: + # 0-75% band, subsidized income points 1: 1 + 1 + 6 = 8 points; + # ceil(8 * 16.66 = 133.28) = 134; ceil(134 * 0.3 = 40.2) = 41, the plan's + # $41 minimum. + ky_liheap_cooling: 41 + +- name: Case 3, a family of five in the lowest band receives the 250 maximum. + period: 2026 + input: + people: + person1: + age: 38 + # 11.00 an hour, 40 hours a week: 11 * 2_080 = 22_880. + employment_income_before_lsr: 22_880 + person2: + age: 36 + person3: + age: 12 + person4: + age: 9 + person5: + age: 6 + spm_units: + spm_unit: + members: [person1, person2, person3, person4, person5] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + receives_housing_assistance: false + # The household does not receive K-TAP. + tanf: 0 + households: + household: + members: [person1, person2, person3, person4, person5] + state_code: KY + is_in_public_housing: false + output: + # Guideline for five: 15_960 + 4 * 5_680 = 38_680, or 3_223.33 a month. + # Limit: 38_680 * 1.5 / 12 = 4_835, the fact sheet's amount for five. + ky_liheap_cooling_eligible: true + # 22_880 / 12 = 1_906.67 <= ceil(3_223.33 * 0.75 = 2_417.5) = 2_418, so + # 0-75%. 5 + 4 + 6 = 15 points; ceil(15 * 16.66 = 249.9) = 250, the plan's + # $250 maximum. + ky_liheap_cooling: 250 + +- name: Case 4, the lowest band ends at 75 percent of the 2026 guideline. + period: 2026 + input: + people: + person1: + age: 40 + # 998.00 a month. + employment_income_before_lsr: 11_976 + person2: + age: 40 + # 998.01 a month. + employment_income_before_lsr: 11_976.12 + spm_units: + spm_unit1: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + receives_housing_assistance: false + spm_unit2: + members: [person2] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + receives_housing_assistance: false + households: + household1: + members: [person1] + state_code: KY + is_in_public_housing: false + household2: + members: [person2] + state_code: KY + is_in_public_housing: false + output: + # The 0-75% band ends at ceil(1_330 * 0.75 = 997.5) = 998. + # Household 1: 998.00 is in it: 1 + 4 + 6 = 11 points = 184. + # Household 2: 998.01 is in 75.01-100% (3 points): 1 + 3 + 6 = 10 points; + # ceil(10 * 16.66 = 166.6) = 167. + # With the 2025 guideline (band end 979) both households would get 167. + ky_liheap_cooling: [184, 167] + +- name: Case 5, income above the 2025 heating limit but within the 2026 cooling limit. + period: 2026 + input: + people: + person1: + age: 40 + # 11.40 an hour, 40 hours a week: 11.40 * 2_080 = 23_712. + employment_income_before_lsr: 23_712 + spm_units: + spm_unit: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + receives_housing_assistance: false + households: + household: + members: [person1] + state_code: KY + is_in_public_housing: false + output: + # 23_712 / 12 = 1_976 a month. + # Heating limit: ceil(15_650 * 1.5 / 12 = 1_956.25) = 1_957, so 1_976 is over. + ky_liheap_income_eligible: false + ky_liheap: 0 + # Cooling limit: 15_960 * 1.5 / 12 = 1_995, so 1_976 qualifies. + ky_liheap_cooling_eligible: true + # 1_976 > ceil(1_330 * 1.25 = 1_662.5) = 1_663, the 125.01-150% band + # (1 point). 1 + 1 + 6 = 8 points; ceil(8 * 16.66 = 133.28) = 134. + ky_liheap_cooling: 134 + +- name: Case 6, a home without heating receives cooling and an unspecified fuel receives nothing. + period: 2026 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 7_540 + person2: + age: 40 + employment_income_before_lsr: 7_540 + spm_units: + spm_unit1: + members: [person1] + heating_type: NONE + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + receives_housing_assistance: false + spm_unit2: + members: [person2] + heating_type: UNSPECIFIED + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + receives_housing_assistance: false + households: + household1: + members: [person1] + state_code: KY + is_in_public_housing: false + household2: + members: [person2] + state_code: KY + is_in_public_housing: false + output: + # Household 1: the cooling subsidy uses the electric points whatever the + # home heats with: 1 + 4 + 6 = 11 points = 184. + # Household 2: heating_type is a required input, so an unspecified fuel + # is not eligible. + ky_liheap_cooling_eligible: [true, false] + ky_liheap_cooling: [184, 0] + # Neither home has a heating benefit. + ky_liheap: [0, 0] diff --git a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml new file mode 100644 index 00000000000..77970f9c6fb --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml @@ -0,0 +1,111 @@ +# Sources: Kentucky FFY 2026 Summer Cooling Subsidy fact sheet (responsibility +# for home utility costs; monthly income at or below 1,995 for one person, +# 150% of the 2026 guideline), FY2026 state plan Section 3.4 (electric +# benefits only), and 921 KAR 4:116 Section 2(1)(d) (a Social Security number +# or permanent residency card for each member). Electric bills of 1,560 are +# 130 a month. + +- name: Case 1, income at the 2026 cooling limit qualifies and one cent more does not. + period: 2026 + input: + people: + person1: + age: 40 + # 1_995.00 a month. + employment_income_before_lsr: 23_940 + person2: + age: 40 + # 1_995.01 a month. + employment_income_before_lsr: 23_940.12 + spm_units: + spm_unit1: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + spm_unit2: + members: [person2] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + households: + household1: + members: [person1] + state_code: KY + household2: + members: [person2] + state_code: KY + output: + # Limit: 15_960 * 1.5 / 12 = 1_995. + ky_liheap_cooling_eligible: [true, false] + +- name: Case 2, the household must have cooling costs and its own electric bill, in Kentucky. + period: 2026 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 7_540 + person2: + age: 40 + employment_income_before_lsr: 7_540 + person3: + age: 40 + employment_income_before_lsr: 7_540 + spm_units: + spm_unit1: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: false + spm_unit2: + members: [person2] + heating_type: NATURAL_GAS + gas_expense: 720 + pre_subsidy_electricity_expense: 0 + has_cooling_expense: true + spm_unit3: + members: [person3] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + households: + household1: + members: [person1] + state_code: KY + household2: + members: [person2] + state_code: KY + household3: + members: [person3] + state_code: IN + output: + # Household 1 has no cooling costs, household 2 has no electric bill, and + # household 3 lives in Indiana. + ky_liheap_cooling_eligible: [false, false, false] + ky_liheap_cooling: [0, 0, 0] + +- name: Case 3, a member without a Social Security number or green card makes the household ineligible. + period: 2026 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 7_540 + person2: + age: 38 + immigration_status: UNDOCUMENTED + ssn_card_type: NONE + spm_units: + spm_unit: + members: [person1, person2] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_560 + has_cooling_expense: true + households: + household: + members: [person1, person2] + state_code: KY + output: + ky_liheap_cooling_eligible: false + ky_liheap_cooling: 0 diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py new file mode 100644 index 00000000000..5012a2a9a7a --- /dev/null +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py @@ -0,0 +1,52 @@ +from policyengine_us.model_api import * +from policyengine_us.variables.gov.hhs.tax_unit_fpg import fpg +from policyengine_us.variables.gov.states.ky.dcbs.liheap.ky_liheap import ( + ky_liheap_points_amount, +) + + +class ky_liheap_cooling(Variable): + value_type = float + entity = SPMUnit + definition_period = YEAR + unit = USD + label = "Kentucky LIHEAP regular cooling assistance" + documentation = ( + "One-time electric cooling subsidy per federal fiscal year. Verified " + "for FY2026; other years use model parameter backfilling and are " + "unverified estimates." + ) + defined_for = "ky_liheap_cooling_eligible" + reference = ( + "https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx", + # PDF pages 4,10-11: Sections 1.1, 3.4-3.6. + "https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=4", + "https://www.capky.org/wp-content/uploads/2026/07/FY26-LIHEAP-Summer-Cooling-Subsidy-Fact-Sheet.pdf", + # Section 4(3). + "https://apps.legislature.ky.gov/law/kar/titles/921/004/116/", + ) + + def formula(spm_unit, period, parameters): + p = parameters(period).gov.states.ky.dcbs.liheap + size = spm_unit("spm_unit_size", period) + state_group = spm_unit.household("state_group_str", period) + # The income bands use the cooling guideline year, like the income + # limit, so the top band ends at the limit. + guideline = fpg( + max_(size, 1), + state_group, + period, + parameters, + year_lag=p.cooling.fpg_year_lag, + ) + # Cooling assistance provides electric benefits only (plan Section + # 3.4). The FY2026 workbook's cooling column equals its electricity + # heating column in every row, so the electric fuel points apply + # whatever fuel heats the home. + return ky_liheap_points_amount( + spm_unit, + period, + parameters, + p.payment.fuel_points.ELECTRICITY, + guideline, + ) diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py new file mode 100644 index 00000000000..7c603489e68 --- /dev/null +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py @@ -0,0 +1,40 @@ +from policyengine_us.model_api import * +from policyengine_us.variables.gov.states.ky.dcbs.liheap.ky_liheap_eligible import ( + ky_liheap_members_documented, +) +from policyengine_us.variables.gov.states.ky.dcbs.liheap.ky_liheap_income_eligible import ( + ky_liheap_meets_income_limit, +) + + +class ky_liheap_cooling_eligible(Variable): + value_type = bool + entity = SPMUnit + definition_period = YEAR + label = "Kentucky LIHEAP cooling subsidy eligibility" + defined_for = StateCode.KY + reference = ( + "https://www.capky.org/wp-content/uploads/2026/07/FY26-LIHEAP-Summer-Cooling-Subsidy-Fact-Sheet.pdf", + # Sections 3.1 and 3.4. + "https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=10", + # Sections 2(1)(d) and 4(3)(a). + "https://apps.legislature.ky.gov/law/kar/titles/921/004/116/", + ) + + def formula(spm_unit, period, parameters): + p = parameters(period).gov.states.ky.dcbs.liheap.cooling + income_eligible = ky_liheap_meets_income_limit( + spm_unit, period, parameters, p.fpg_year_lag + ) + # The household must be responsible for its home electric costs; the + # subsidy is paid to its electric vendor. Electricity included in + # rent has no input. + responsible = spm_unit("has_cooling_expense", period) & ( + spm_unit("pre_subsidy_electricity_expense", period) > 0 + ) + # heating_type is a required input; an unspecified fuel pays nothing. + # Homes without heating (NONE) and every known fuel can qualify. + fuel = spm_unit("heating_type", period) + known_fuel = fuel != fuel.possible_values.UNSPECIFIED + documented = ky_liheap_members_documented(spm_unit, period) + return income_eligible & responsible & known_fuel & documented diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap.py index 8a98037829f..ca999098255 100644 --- a/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap.py +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap.py @@ -1,6 +1,36 @@ from policyengine_us.model_api import * +def ky_liheap_points_amount(spm_unit, period, parameters, fuel_points, fpg): + """Return the point-based subsidy for the supplied fuel points. + + Heating and the electric cooling subsidy share the household-size, + income-band and housing points. fpg is the annual guideline that sets the + income bands. + """ + p = parameters(period).gov.states.ky.dcbs.liheap.payment + income = spm_unit("ky_liheap_income", period) / MONTHS_IN_YEAR + monthly_fpg = fpg / MONTHS_IN_YEAR + size = spm_unit("spm_unit_size", period) + # 921 KAR 4:116 Section 4(1)(e) lowers benefits for federally assisted + # housing or receipt of a utility allowance. A household receiving a + # utility allowance is already an assisted household. + subsidized = spm_unit("receives_housing_assistance", period) | spm_unit.household( + "is_in_public_housing", period + ) + band = 0 + for rate in p.income_bands: + band = band + (income > np.ceil(monthly_fpg * rate)) + income_points = where( + subsidized, + p.income_points.subsidized.calc(band), + p.income_points.unsubsidized.calc(band), + ) + points = min_(size, p.maximum_household_points) + income_points + fuel_points + amount = np.ceil(points * p.dollars_per_point) + return where(subsidized, np.ceil(amount * p.subsidized_housing_rate), amount) + + class ky_liheap(Variable): value_type = float entity = SPMUnit @@ -23,33 +53,11 @@ class ky_liheap(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.ky.dcbs.liheap.payment - income = spm_unit("ky_liheap_income", period) / MONTHS_IN_YEAR - fpg = spm_unit("ky_liheap_fpg", period) / MONTHS_IN_YEAR size = spm_unit("spm_unit_size", period) fuel = spm_unit("heating_type", period) types = fuel.possible_values - # 921 KAR 4:116 Section 4(1)(e) lowers benefits for federally assisted - # housing or receipt of a utility allowance. A household receiving a - # utility allowance is already an assisted household. - subsidized = spm_unit( - "receives_housing_assistance", period - ) | spm_unit.household("is_in_public_housing", period) - band = 0 - for rate in p.income_bands: - band = band + (income > np.ceil(fpg * rate)) - income_points = where( - subsidized, - p.income_points.subsidized.calc(band), - p.income_points.unsubsidized.calc(band), - ) fuel_points = p.fuel_points[fuel] coal_adjustment = (fuel == types.COAL) * p.coal_adjustment.calc(size) - points = ( - min_(size, p.maximum_household_points) - + income_points - + fuel_points - + coal_adjustment - ) # Reproduces every heating cell of the FY2026 "rev benefit income # range" and FY2025 "subsidy benefits" worksheets, including the # two-person coal exception and the reversed subsidized income points @@ -57,8 +65,13 @@ def formula(spm_unit, period, parameters): # income_points/subsidized). The FY2026 sheet uses 2025 guidelines # despite its stale title and matches the plan's $15-$250 range; the # conditional "if no funding FFY26" sheet is not used. - amount = np.ceil(points * p.dollars_per_point) - amount = where(subsidized, np.ceil(amount * p.subsidized_housing_rate), amount) + amount = ky_liheap_points_amount( + spm_unit, + period, + parameters, + fuel_points + coal_adjustment, + spm_unit("ky_liheap_fpg", period), + ) # Fuels without a published column (OTHER, SOLAR, UNSPECIFIED, NONE) # carry zero points, which also marks them as having no schedule. The # full seasonal subsidy may credit the account, so it is not capped at diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_eligible.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_eligible.py index 83a2b1cc83d..f46db814325 100644 --- a/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_eligible.py +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_eligible.py @@ -1,6 +1,36 @@ from policyengine_us.model_api import * +def ky_liheap_members_documented(spm_unit, period): + """Return whether the household meets the LIHEAP documentation rules. + + Heating and the cooling subsidy share these rules. + """ + # LIHEAP is a federal public benefit, so at least one member must be a + # citizen or qualified noncitizen; plan Section 17.3 verifies that + # status. + has_qualified_member = add(spm_unit, period, ["is_citizen_or_legal_immigrant"]) > 0 + # 921 KAR 4:116 Section 2(1)(d) requires "a Social Security number, or + # a permanent residency card, for each household member". Section 2(2) + # treats the application as incomplete until it is received and + # Section 8(3) denies it after five working days, so a household with + # a member who has neither is ineligible. The plan's Section 17.2 + # checklist requires the card from adults and requests it from other + # members; the regulation's per-member rule applies here. Section 1(10) + # defines the household with no immigration carve-out, so every member + # counts for size and income. + person = spm_unit.members + ssn_card_type = person("ssn_card_type", period) + immigration_status = person("immigration_status", period) + has_ssn = ssn_card_type != ssn_card_type.possible_values.NONE + is_permanent_resident = ( + immigration_status + == immigration_status.possible_values.LEGAL_PERMANENT_RESIDENT + ) + all_documented = spm_unit.all(has_ssn | is_permanent_resident) + return has_qualified_member & all_documented + + class ky_liheap_eligible(Variable): value_type = bool entity = SPMUnit @@ -21,28 +51,5 @@ def formula(spm_unit, period, parameters): responsible = (spm_unit("heating_expense", period) > 0) | spm_unit( "heat_expense_included_in_rent", period ) - # LIHEAP is a federal public benefit, so at least one member must be a - # citizen or qualified noncitizen; plan Section 17.3 verifies that - # status. - has_qualified_member = ( - add(spm_unit, period, ["is_citizen_or_legal_immigrant"]) > 0 - ) - # 921 KAR 4:116 Section 2(1)(d) requires "a Social Security number, or - # a permanent residency card, for each household member". Section 2(2) - # treats the application as incomplete until it is received and - # Section 8(3) denies it after five working days, so a household with - # a member who has neither is ineligible. The plan's Section 17.2 - # checklist requires the card from adults and requests it from other - # members; the regulation's per-member rule applies here. Section 1(10) - # defines the household with no immigration carve-out, so every member - # counts for size and income. - person = spm_unit.members - ssn_card_type = person("ssn_card_type", period) - immigration_status = person("immigration_status", period) - has_ssn = ssn_card_type != ssn_card_type.possible_values.NONE - is_permanent_resident = ( - immigration_status - == immigration_status.possible_values.LEGAL_PERMANENT_RESIDENT - ) - all_documented = spm_unit.all(has_ssn | is_permanent_resident) - return income_eligible & responsible & has_qualified_member & all_documented + documented = ky_liheap_members_documented(spm_unit, period) + return income_eligible & responsible & documented diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_income_eligible.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_income_eligible.py index 15e74332cb8..9f1965e6f4c 100644 --- a/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_income_eligible.py +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_income_eligible.py @@ -2,6 +2,40 @@ from policyengine_us.variables.gov.hhs.tax_unit_fpg import fpg +def ky_liheap_meets_income_limit(spm_unit, period, parameters, year_lag): + """Compare monthly income with the limit from guidelines lagged year_lag years. + + Heating and the cooling subsidy share the limit rate and rounding but can + use different guideline years. + """ + p = parameters(period).gov.states.ky.dcbs.liheap + size = spm_unit("spm_unit_size", period) + state_group = spm_unit.household("state_group_str", period) + table_size = clip(size, 1, p.maximum_table_size) + additional_people = max_(size - p.maximum_table_size, 0) + guideline = fpg(table_size, state_group, period, parameters, year_lag=year_lag) + additional_guideline = ( + fpg( + table_size + 1, + state_group, + period, + parameters, + year_lag=year_lag, + ) + - guideline + ) + # The fact sheet states "Add $688 for each additional family member" + # without a derivation. Rounding the additional-person guideline up at + # the income limit rate reproduces $688 for FY2026 and all eight + # published limits. The workbook's own table for sizes 9-14 rounds each + # whole limit instead and differs by up to $3 (for example $8,144 + # against $8,145 at size 10); the fact sheet is followed. + monthly_limit = np.ceil(guideline * p.income_limit / MONTHS_IN_YEAR) + monthly_increment = np.ceil(additional_guideline * p.income_limit / MONTHS_IN_YEAR) + income = spm_unit("ky_liheap_income", period) / MONTHS_IN_YEAR + return income <= monthly_limit + additional_people * monthly_increment + + class ky_liheap_income_eligible(Variable): value_type = bool entity = SPMUnit @@ -18,32 +52,6 @@ class ky_liheap_income_eligible(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.ky.dcbs.liheap - size = spm_unit("spm_unit_size", period) - state_group = spm_unit.household("state_group_str", period) - table_size = clip(size, 1, p.maximum_table_size) - additional_people = max_(size - p.maximum_table_size, 0) - guideline = fpg( - table_size, state_group, period, parameters, year_lag=p.fpg_year_lag - ) - additional_guideline = ( - fpg( - table_size + 1, - state_group, - period, - parameters, - year_lag=p.fpg_year_lag, - ) - - guideline - ) - # The fact sheet states "Add $688 for each additional family member" - # without a derivation. Rounding the additional-person guideline up at - # the income limit rate reproduces $688 for FY2026 and all eight - # published limits. The workbook's own table for sizes 9-14 rounds each - # whole limit instead and differs by up to $3 (for example $8,144 - # against $8,145 at size 10); the fact sheet is followed. - monthly_limit = np.ceil(guideline * p.income_limit / MONTHS_IN_YEAR) - monthly_increment = np.ceil( - additional_guideline * p.income_limit / MONTHS_IN_YEAR + return ky_liheap_meets_income_limit( + spm_unit, period, parameters, p.fpg_year_lag ) - income = spm_unit("ky_liheap_income", period) / MONTHS_IN_YEAR - return income <= monthly_limit + additional_people * monthly_increment From 95ab357bc40d0803faf20c3fbd1739b604e24e78 Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:06:04 -0500 Subject: [PATCH 3/9] Count Kentucky 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..2b49bac82f3 100644 --- a/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml +++ b/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml @@ -22,6 +22,7 @@ values: - in_eap # Indiana EAP - ks_liheap # Kansas LIEAP - ky_liheap # Kentucky LIHEAP + - ky_liheap_cooling # Kentucky LIHEAP cooling - la_liheap # Louisiana LIHEAP - ma_liheap # Massachusetts LIHEAP - md_meap # Maryland MEAP 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 33ecc635adf8fb901c20ed2f0e1306580c46d24d Mon Sep 17 00:00:00 2001 From: Ziming Date: Mon, 9 Nov 2026 23:06:31 -0500 Subject: [PATCH 5/9] Pay Kentucky LIHEAP cooling to renters with utilities in rent 921 KAR 4:116 Section 4(3)(a)2 pays the landlord for these renters. The income-point bands now use heating's guideline year, which reproduces the FY2026 workbook; the income limit keeps the 2026 guideline. Updates shared parameter descriptions, test comments and margins, and checks the national liheap total. Co-Authored-By: Claude Opus 5.5 --- .../ky/dcbs/liheap/cooling/fpg_year_lag.yaml | 5 +- .../liheap/payment/dollars_per_point.yaml | 2 +- .../ky/dcbs/liheap/payment/fuel_points.yaml | 4 +- .../ky/dcbs/liheap/payment/income_bands.yaml | 2 +- .../payment/subsidized_housing_rate.yaml | 2 +- policyengine_us/programs.yaml | 2 +- .../liheap/cooling/ky_liheap_cooling.yaml | 50 ++++++++++++------- .../cooling/ky_liheap_cooling_eligible.yaml | 49 ++++++++++++++++++ .../dcbs/liheap/cooling/ky_liheap_cooling.py | 18 ++----- .../cooling/ky_liheap_cooling_eligible.py | 13 +++-- 10 files changed, 102 insertions(+), 45 deletions(-) diff --git a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/cooling/fpg_year_lag.yaml b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/cooling/fpg_year_lag.yaml index 2859fb9e721..09a66f8c1a1 100644 --- a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/cooling/fpg_year_lag.yaml +++ b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/cooling/fpg_year_lag.yaml @@ -1,8 +1,9 @@ -description: Kentucky uses the federal poverty guidelines from this many years before the federal fiscal year's ending year for the cooling subsidy under the Low Income Home Energy Assistance Program. +description: Kentucky uses the federal poverty guidelines from this many years before the federal fiscal year's ending year for the cooling subsidy income limit under the Low Income Home Energy Assistance Program. # The summer fact sheet's limits are 150% of the 2026 guidelines: # 15,960 * 1.5 / 12 = 1,995 for one person, and 5,680 * 1.5 / 12 = 710 for # each additional member. Heating in the same federal fiscal year uses the -# 2025 guidelines (fpg_year_lag). +# 2025 guidelines (fpg_year_lag), and so do the cooling income bands, whose +# FY2026 workbook ranges match the heating ranges. values: 2025-10-01: 0 metadata: diff --git a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/dollars_per_point.yaml b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/dollars_per_point.yaml index 59e6fc81c09..e8a06698106 100644 --- a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/dollars_per_point.yaml +++ b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/dollars_per_point.yaml @@ -1,4 +1,4 @@ -description: Kentucky provides this amount per heating payment point, rounded up to whole dollars, under the Low Income Home Energy Assistance Program. +description: Kentucky provides this amount per heating or cooling payment point, rounded up to whole dollars, under the Low Income Home Energy Assistance Program. values: 2024-10-01: 16.66 metadata: diff --git a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/fuel_points.yaml b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/fuel_points.yaml index fcb790ed2e6..606c7c62144 100644 --- a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/fuel_points.yaml +++ b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/fuel_points.yaml @@ -1,4 +1,4 @@ -description: Kentucky sets these heating payment points by primary heating fuel under the Low Income Home Energy Assistance Program. +description: Kentucky sets these heating and cooling payment points by fuel under the Low Income Home Energy Assistance Program. UNSPECIFIED: 2024-10-01: 0 ELECTRICITY: @@ -24,7 +24,7 @@ NONE: metadata: unit: /1 period: year - label: Kentucky LIHEAP heating fuel points + label: Kentucky LIHEAP fuel points breakdown: - heating_type reference: diff --git a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/income_bands.yaml b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/income_bands.yaml index bae35f2a9b0..d9cf501ec65 100644 --- a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/income_bands.yaml +++ b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/income_bands.yaml @@ -1,4 +1,4 @@ -description: Kentucky uses these federal poverty guideline shares as the upper boundaries of its first three heating payment income bands under the Low Income Home Energy Assistance Program. +description: Kentucky uses these federal poverty guideline shares as the upper boundaries of its first three heating and cooling payment income bands under the Low Income Home Energy Assistance Program. values: 2024-10-01: [0.75, 1, 1.25] metadata: diff --git a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/subsidized_housing_rate.yaml b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/subsidized_housing_rate.yaml index 5743af5f2c7..0dbbc93555f 100644 --- a/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/subsidized_housing_rate.yaml +++ b/policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/subsidized_housing_rate.yaml @@ -1,4 +1,4 @@ -description: Kentucky provides this share of the point-based heating payment to households in subsidized housing under the Low Income Home Energy Assistance Program. +description: Kentucky provides this share of the point-based heating or cooling payment to households in subsidized housing under the Low Income Home Energy Assistance Program. values: 2024-10-01: 0.3 metadata: diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index 7b6e2f5594b..59cf8c88a8b 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1165,7 +1165,7 @@ programs: variable: ky_liheap_cooling parameter_prefix: gov.states.ky.dcbs.liheap verified_years: "2026" - notes: FY2026 one-time electric cooling subsidy from the heating point schedule with electric fuel points and current-year poverty guidelines, paid once a year although FY2026 ran spring and summer rounds. Electricity included in rent, air conditioners and crisis assistance are out of scope. + notes: FY2026 one-time electric cooling subsidy from the heating point schedule with electric fuel points, including electricity paid through rent, under a current-year poverty guideline income limit, paid once a year although FY2026 ran spring and summer rounds. Air conditioners and crisis assistance are out of scope. - state: LA status: partial name: Louisiana LIHEAP diff --git a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml index 7c5ad3d4b69..112cda32f14 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml @@ -1,8 +1,10 @@ # Sources: Kentucky FY2026 state plan Sections 3.1-3.6, the FY2026 heat-cool # benefit workbook (cooling column equals the electricity heating column), and # the FFY 2026 Summer Cooling Subsidy fact sheet (150% of the 2026 guidelines). -# Cooling uses the 2026 guidelines for both the limit and the income bands: -# one person 15,960 a year (1,330 a month), each added person 5,680. +# The cooling limit uses the 2026 guidelines: one person 15,960 a year, each added +# person 5,680. The income bands use the 2025 guidelines, as heating and the +# workbook's income ranges do: one person 15,650 a year (1,304.17 a month), each +# added person 5,500. # Points: size (capped at 5) + income points + 6 electric points; amount = # ceil(points * 16.66); subsidized housing = ceil(amount * 0.3). # Wages are hourly pay times hours; the 7.25 rate is the federal minimum wage @@ -10,6 +12,7 @@ - name: Case 1, a gas-heated home receives the electric cooling amount. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -32,16 +35,20 @@ output: # 7_540 / 12 = 628.33 a month. ky_liheap_cooling_eligible: true - # Cooling: 628.33 <= ceil(1_330 * 0.75 = 997.5) = 998, the 0-75% band - # (4 points). 1 + 4 + 6 = 11 points; ceil(11 * 16.66 = 183.26) = 184. + # Both seasons: 628.33 <= ceil(15_650 / 12 * 0.75 = 978.13) = 979, the + # 0-75% band (4 points). + # Cooling uses the electric points: 1 + 4 + 6 = 11 points; + # ceil(11 * 16.66 = 183.26) = 184. ky_liheap_cooling: 184 - # Heating keeps the natural gas points and the 2025 guidelines: - # 628.33 <= ceil(15_650 / 12 * 0.75 = 978.13) = 979, so 0-75%. - # 1 + 4 + 3 = 8 points; ceil(8 * 16.66 = 133.28) = 134. + # Heating keeps the natural gas points: 1 + 4 + 3 = 8 points; + # ceil(8 * 16.66 = 133.28) = 134. ky_liheap: 134 + # The national LIHEAP total adds both: 134 + 184. + liheap: 318 - name: Case 2, a public housing tenant receives the subsidized electric amount. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -67,6 +74,7 @@ - name: Case 3, a family of five in the lowest band receives the 250 maximum. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -96,26 +104,28 @@ state_code: KY is_in_public_housing: false output: - # Guideline for five: 15_960 + 4 * 5_680 = 38_680, or 3_223.33 a month. + # 2026 guideline for five: 15_960 + 4 * 5_680 = 38_680. # Limit: 38_680 * 1.5 / 12 = 4_835, the fact sheet's amount for five. ky_liheap_cooling_eligible: true - # 22_880 / 12 = 1_906.67 <= ceil(3_223.33 * 0.75 = 2_417.5) = 2_418, so + # 2025 guideline for five: 15_650 + 4 * 5_500 = 37_650, or 3_137.50 a month. + # 22_880 / 12 = 1_906.67 <= ceil(3_137.50 * 0.75 = 2_353.13) = 2_354, so # 0-75%. 5 + 4 + 6 = 15 points; ceil(15 * 16.66 = 249.9) = 250, the plan's # $250 maximum. ky_liheap_cooling: 250 -- name: Case 4, the lowest band ends at 75 percent of the 2026 guideline. +- name: Case 4, the lowest band ends at 75 percent of the 2025 guideline. period: 2026 + absolute_error_margin: 0.01 input: people: person1: age: 40 - # 998.00 a month. - employment_income_before_lsr: 11_976 + # 979.00 a month. + employment_income_before_lsr: 11_748 person2: age: 40 - # 998.01 a month. - employment_income_before_lsr: 11_976.12 + # 979.01 a month. + employment_income_before_lsr: 11_748.12 spm_units: spm_unit1: members: [person1] @@ -139,15 +149,16 @@ state_code: KY is_in_public_housing: false output: - # The 0-75% band ends at ceil(1_330 * 0.75 = 997.5) = 998. - # Household 1: 998.00 is in it: 1 + 4 + 6 = 11 points = 184. - # Household 2: 998.01 is in 75.01-100% (3 points): 1 + 3 + 6 = 10 points; + # The 0-75% band ends at ceil(15_650 / 12 * 0.75 = 978.13) = 979, the + # workbook's printed range end for one person. + # Household 1: 979.00 is in it: 1 + 4 + 6 = 11 points = 184. + # Household 2: 979.01 is in 75.01-100% (3 points): 1 + 3 + 6 = 10 points; # ceil(10 * 16.66 = 166.6) = 167. - # With the 2025 guideline (band end 979) both households would get 167. ky_liheap_cooling: [184, 167] - name: Case 5, income above the 2025 heating limit but within the 2026 cooling limit. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -173,12 +184,13 @@ ky_liheap: 0 # Cooling limit: 15_960 * 1.5 / 12 = 1_995, so 1_976 qualifies. ky_liheap_cooling_eligible: true - # 1_976 > ceil(1_330 * 1.25 = 1_662.5) = 1_663, the 125.01-150% band + # 1_976 > ceil(1_304.17 * 1.25 = 1_630.21) = 1_631, the top band # (1 point). 1 + 1 + 6 = 8 points; ceil(8 * 16.66 = 133.28) = 134. ky_liheap_cooling: 134 - name: Case 6, a home without heating receives cooling and an unspecified fuel receives nothing. period: 2026 + absolute_error_margin: 0.01 input: people: person1: diff --git a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml index 77970f9c6fb..4261b43d85e 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml @@ -7,6 +7,7 @@ - name: Case 1, income at the 2026 cooling limit qualifies and one cent more does not. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -41,6 +42,7 @@ - name: Case 2, the household must have cooling costs and its own electric bill, in Kentucky. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -87,6 +89,7 @@ - name: Case 3, a member without a Social Security number or green card makes the household ineligible. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -109,3 +112,49 @@ output: ky_liheap_cooling_eligible: false ky_liheap_cooling: 0 + +- name: Case 4, renters who pay electricity through the rent qualify whether or not subsidized. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 7_540 + # The FY2026 HUD Fair Market Rent for a one-bedroom unit in Jefferson + # County, 1,047 a month (x12 = 12,564), which includes utilities. + rent: 12_564 + person2: + age: 40 + employment_income_before_lsr: 7_540 + rent: 12_564 + spm_units: + spm_unit1: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 0 + has_cooling_expense: false + receives_housing_assistance: false + spm_unit2: + members: [person2] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 0 + has_cooling_expense: false + receives_housing_assistance: true + households: + household1: + members: [person1] + state_code: KY + tenant_pays_utilities: false + household2: + members: [person2] + state_code: KY + tenant_pays_utilities: false + output: + # The fact sheet covers utility costs paid "as an undesignated portion of + # rent", and 921 KAR 4:116 Section 4(3)(a) pays the landlord. + ky_liheap_cooling_eligible: [true, true] + # 628.33 a month is in the 0-75% band. Unsubsidized: 1 + 4 + 6 = 11 + # points = 184. Subsidized: 1 + 1 + 6 = 8 points = 134; + # ceil(134 * 0.3 = 40.2) = 41. + ky_liheap_cooling: [184, 41] diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py index 5012a2a9a7a..19756ac15a0 100644 --- a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py @@ -1,5 +1,4 @@ from policyengine_us.model_api import * -from policyengine_us.variables.gov.hhs.tax_unit_fpg import fpg from policyengine_us.variables.gov.states.ky.dcbs.liheap.ky_liheap import ( ky_liheap_points_amount, ) @@ -28,25 +27,16 @@ class ky_liheap_cooling(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.ky.dcbs.liheap - size = spm_unit("spm_unit_size", period) - state_group = spm_unit.household("state_group_str", period) - # The income bands use the cooling guideline year, like the income - # limit, so the top band ends at the limit. - guideline = fpg( - max_(size, 1), - state_group, - period, - parameters, - year_lag=p.cooling.fpg_year_lag, - ) # Cooling assistance provides electric benefits only (plan Section # 3.4). The FY2026 workbook's cooling column equals its electricity # heating column in every row, so the electric fuel points apply - # whatever fuel heats the home. + # whatever fuel heats the home. The workbook prints the same income + # ranges for both columns, on the guideline year heating uses; the + # cooling income limit alone uses the summer fact sheet's guideline. return ky_liheap_points_amount( spm_unit, period, parameters, p.payment.fuel_points.ELECTRICITY, - guideline, + spm_unit("ky_liheap_fpg", period), ) diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py index 7c603489e68..15d73792c8f 100644 --- a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py @@ -26,12 +26,17 @@ def formula(spm_unit, period, parameters): income_eligible = ky_liheap_meets_income_limit( spm_unit, period, parameters, p.fpg_year_lag ) - # The household must be responsible for its home electric costs; the - # subsidy is paid to its electric vendor. Electricity included in - # rent has no input. - responsible = spm_unit("has_cooling_expense", period) & ( + # The household must be responsible for its home electric costs, with + # the subsidy paid to its electric vendor, or pay them as an + # undesignated portion of the rent, with the subsidy paid to the + # landlord (Section 4(3)(a)). + pays_electric_bill = spm_unit("has_cooling_expense", period) & ( spm_unit("pre_subsidy_electricity_expense", period) > 0 ) + utilities_in_rent = ~spm_unit.household("tenant_pays_utilities", period) & ( + add(spm_unit, period, ["rent"]) > 0 + ) + responsible = pays_electric_bill | utilities_in_rent # heating_type is a required input; an unspecified fuel pays nothing. # Homes without heating (NONE) and every known fuel can qualify. fuel = spm_unit("heating_type", period) 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 27080d37a2339eb3dc7bb7d438f9d9b791ab6f66 Mon Sep 17 00:00:00 2001 From: Ziming Date: Fri, 13 Nov 2026 15:25:34 -0500 Subject: [PATCH 9/9] Fix issues from review: rent-route cases and fuel condition Addresses DTrim99's round-1 review; upstream main merged first. Co-Authored-By: Claude Opus 5.5 --- .../liheap/cooling/ky_liheap_cooling.yaml | 14 ++--- .../cooling/ky_liheap_cooling_eligible.yaml | 54 +++++++++++++++++++ .../dcbs/liheap/cooling/ky_liheap_cooling.py | 9 +++- .../cooling/ky_liheap_cooling_eligible.py | 11 ++-- .../dcbs/liheap/ky_liheap_income_eligible.py | 10 ++-- source_conflicts/candidates.yaml | 28 +++++++--- 6 files changed, 100 insertions(+), 26 deletions(-) diff --git a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml index 112cda32f14..041c9375c13 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.yaml @@ -188,7 +188,7 @@ # (1 point). 1 + 1 + 6 = 8 points; ceil(8 * 16.66 = 133.28) = 134. ky_liheap_cooling: 134 -- name: Case 6, a home without heating receives cooling and an unspecified fuel receives nothing. +- name: Case 6, a home without heating and a home with an unspecified fuel both receive cooling. period: 2026 absolute_error_margin: 0.01 input: @@ -222,11 +222,11 @@ state_code: KY is_in_public_housing: false output: - # Household 1: the cooling subsidy uses the electric points whatever the - # home heats with: 1 + 4 + 6 = 11 points = 184. - # Household 2: heating_type is a required input, so an unspecified fuel - # is not eligible. - ky_liheap_cooling_eligible: [true, false] - ky_liheap_cooling: [184, 0] + # The cooling subsidy uses the electric points whatever the home heats + # with: 1 + 4 + 6 = 11 points = 184. + # Was [true, false], now [true, true]: cooling has no heating-fuel condition. + ky_liheap_cooling_eligible: [true, true] + # Was [184, 0], now [184, 184]: cooling has no heating-fuel condition. + ky_liheap_cooling: [184, 184] # Neither home has a heating benefit. ky_liheap: [0, 0] diff --git a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml index 4261b43d85e..313f7707cea 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.yaml @@ -158,3 +158,57 @@ # points = 184. Subsidized: 1 + 1 + 6 = 8 points = 134; # ceil(134 * 0.3 = 40.2) = 41. ky_liheap_cooling: [184, 41] + +- name: Case 5, a renter who pays utilities apart from the rent needs an electric bill. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 7_540 + # The Jefferson County one-bedroom Fair Market Rent, as in Case 4. + rent: 12_564 + spm_units: + spm_unit: + members: [person1] + heating_type: NATURAL_GAS + gas_expense: 720 + pre_subsidy_electricity_expense: 0 + has_cooling_expense: false + households: + household: + members: [person1] + state_code: KY + tenant_pays_utilities: true + output: + # The household pays rent, but its utilities are not in the rent, and it + # has no electric bill, so neither route applies. + ky_liheap_cooling_eligible: false + ky_liheap_cooling: 0 + +- name: Case 6, a rent-free household whose utilities someone else pays is not eligible. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 7_540 + rent: 0 + spm_units: + spm_unit: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 0 + has_cooling_expense: false + households: + household: + members: [person1] + state_code: KY + tenant_pays_utilities: false + output: + # The household does not pay its utilities, and with no rent it pays no + # utility costs through rent either. + ky_liheap_cooling_eligible: false + ky_liheap_cooling: 0 diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py index 19756ac15a0..59e684c95c2 100644 --- a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py @@ -32,7 +32,14 @@ def formula(spm_unit, period, parameters): # heating column in every row, so the electric fuel points apply # whatever fuel heats the home. The workbook prints the same income # ranges for both columns, on the guideline year heating uses; the - # cooling income limit alone uses the summer fact sheet's guideline. + # cooling income limit alone uses the summer fact sheet's guideline, + # so incomes above the printed ranges but within that limit take the + # top band. Subsidized households get heating's subsidized income + # points (candidate us-ky:liheap-subsidized-income-points). + # The model pays one subsidy a year. Section 4(3)(a) allows one per + # component period, and plan Section 1.1 offers cooling and summer + # components only "if additional money is received", so a second + # round in a year depends on funding. return ky_liheap_points_amount( spm_unit, period, diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py index 15d73792c8f..bf49e382bf2 100644 --- a/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling_eligible.py @@ -29,7 +29,10 @@ def formula(spm_unit, period, parameters): # The household must be responsible for its home electric costs, with # the subsidy paid to its electric vendor, or pay them as an # undesignated portion of the rent, with the subsidy paid to the - # landlord (Section 4(3)(a)). + # landlord (Section 4(3)(a)). The fact sheet asks for the current + # electric bill and sets no air-conditioning test; requiring + # has_cooling_expense with the bill is a PolicyEngine convention for + # cooling costs, not a Kentucky condition. pays_electric_bill = spm_unit("has_cooling_expense", period) & ( spm_unit("pre_subsidy_electricity_expense", period) > 0 ) @@ -37,9 +40,5 @@ def formula(spm_unit, period, parameters): add(spm_unit, period, ["rent"]) > 0 ) responsible = pays_electric_bill | utilities_in_rent - # heating_type is a required input; an unspecified fuel pays nothing. - # Homes without heating (NONE) and every known fuel can qualify. - fuel = spm_unit("heating_type", period) - known_fuel = fuel != fuel.possible_values.UNSPECIFIED documented = ky_liheap_members_documented(spm_unit, period) - return income_eligible & responsible & known_fuel & documented + return income_eligible & responsible & documented diff --git a/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_income_eligible.py b/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_income_eligible.py index 9f1965e6f4c..bb18055a3cc 100644 --- a/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_income_eligible.py +++ b/policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap_income_eligible.py @@ -24,12 +24,14 @@ def ky_liheap_meets_income_limit(spm_unit, period, parameters, year_lag): ) - guideline ) - # The fact sheet states "Add $688 for each additional family member" - # without a derivation. Rounding the additional-person guideline up at - # the income limit rate reproduces $688 for FY2026 and all eight + # The heating fact sheet states "Add $688 for each additional family + # member" without a derivation. Rounding the additional-person guideline + # up at the income limit rate reproduces $688 for FY2026 and all eight # published limits. The workbook's own table for sizes 9-14 rounds each # whole limit instead and differs by up to $3 (for example $8,144 - # against $8,145 at size 10); the fact sheet is followed. + # against $8,145 at size 10); the fact sheet is followed. The summer + # cooling fact sheet's $710 for each added member is exact + # (5,680 * 1.5 / 12 = 710), so either rounding gives it. monthly_limit = np.ceil(guideline * p.income_limit / MONTHS_IN_YEAR) monthly_increment = np.ceil(additional_guideline * p.income_limit / MONTHS_IN_YEAR) income = spm_unit("ky_liheap_income", period) / MONTHS_IN_YEAR diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 352bbc3a578..ab2f7d5dfcc 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -4521,24 +4521,36 @@ candidates: the workbooks' reversed income points? sources: - kind: regulation - citation: 921 KAR 4:116 Section 4(1)(c) + citation: 921 KAR 4:116 Sections 4(1)(c) and 4(3)(c)2 url: https://apps.legislature.ky.gov/law/kar/titles/921/004/116/ + - kind: plan + citation: Kentucky FY2026 LIHEAP State Plan, item 3.4 + url: https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=10 - kind: calculator - citation: Kentucky FY2026 benefit workbook, rev benefit income range worksheet, cells E52-E55; FY2025 subsidy - benefits worksheet, cells E45-E48 + citation: Kentucky FY2026 benefit workbook, rev benefit income range worksheet, cells E52-E55 (heating) and + K52-K55 (cooling); FY2025 subsidy benefits worksheet, cells E45-E48 url: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx readings: - statute: The lowest-income household receives the highest benefit. - other: Subsidized income points rise as 1, 2, 3 and 4 with income. + statute: The lowest-income household receives the highest benefit (Section 4(1)(c)), and for cooling plan item + 3.4 says "The highest benefits are awarded to the lowest income household size". Section 4(3)(c)2's cooling + ceilings rise with income for subsidized housing ($100 up to 100% of poverty, $200 from 101% to 150%) and fall + for nonsubsidized housing ($400, then $300). + other: Subsidized income points rise as 1, 2, 3 and 4 with income, for heating and for cooling (cooling of $41, + $45, $51 and $56 for one person). + example: A one-person subsidized household in the lowest income band gets $41 of cooling under the workbook + (points 1 plus 1 plus 6 = 8, ceil(134 x 0.3)); under the regulation's ordering, with 4 income points, it would + get ceil(184 x 0.3) = $56. pe_us: follows: unknown code: - policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/income_points/subsidized.yaml - policyengine_us/variables/gov/states/ky/dcbs/liheap/ky_liheap.py - prs: [] + - policyengine_us/variables/gov/states/ky/dcbs/liheap/cooling/ky_liheap_cooling.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/10752 state: unreviewed - note: PE-US follows the workbooks; verify actual agency payments and reconcile FY2025-FY2026 ordering with the - regulation. + note: PE-US follows the workbooks for heating and cooling; verify actual agency payments and reconcile the + FY2025-FY2026 ordering with the regulation. - id: us-la:blind-deaf-disabled-additional-exemption program: income-tax years: