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 693f9eed66772925c5d5c5a255fa40906164fee6 Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:06:04 -0500 Subject: [PATCH 2/9] Add South Carolina LIHEAP regular cooling assistance Co-Authored-By: Claude Opus 5.5 --- changelog.d/sc-liheap-cooling.added.md | 1 + .../states/sc/oeo/liheap/cooling/amounts.yaml | 37 +++ policyengine_us/programs.yaml | 10 +- .../oeo/liheap/cooling/sc_liheap_cooling.yaml | 297 ++++++++++++++++++ .../cooling/sc_liheap_cooling_eligible.yaml | 60 ++++ .../oeo/liheap/cooling/sc_liheap_cooling.py | 33 ++ .../cooling/sc_liheap_cooling_eligible.py | 31 ++ .../gov/states/sc/oeo/liheap/sc_liheap.py | 96 +++--- .../sc/oeo/liheap/sc_liheap_eligible.py | 8 +- 9 files changed, 527 insertions(+), 46 deletions(-) create mode 100644 changelog.d/sc-liheap-cooling.added.md create mode 100644 policyengine_us/parameters/gov/states/sc/oeo/liheap/cooling/amounts.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml create mode 100644 policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml create mode 100644 policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py create mode 100644 policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.py diff --git a/changelog.d/sc-liheap-cooling.added.md b/changelog.d/sc-liheap-cooling.added.md new file mode 100644 index 00000000000..b0c411f556b --- /dev/null +++ b/changelog.d/sc-liheap-cooling.added.md @@ -0,0 +1 @@ +Add South Carolina LIHEAP regular cooling assistance (the cooling-season nonemergency award). diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/cooling/amounts.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/cooling/amounts.yaml new file mode 100644 index 00000000000..820ed8e7f9d --- /dev/null +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/cooling/amounts.yaml @@ -0,0 +1,37 @@ +description: South Carolina provides these base and supplemental regular cooling amounts under the Low Income Home Energy Assistance Program. +# The cooling season (May 1 to September 30) pays no fuel supplement. The FY2027 +# plan keeps the child, disabled and veteran supplements at 50. +base: + 2025-10-01: 200 + 2026-10-01: 300 +elderly: + 2025-10-01: 75 + 2026-10-01: 50 +child: + 2025-10-01: 50 +disabled: + 2025-10-01: 50 +veteran: + 2025-10-01: 50 +low_income: + 2025-10-01: 175 + 2026-10-01: 150 +high_burden: + 2025-10-01: 175 + 2026-10-01: 200 +maximum: + 2025-10-01: 775 + 2026-10-01: 850 +metadata: + unit: currency-USD + period: year + label: South Carolina LIHEAP regular cooling amounts + reference: + - title: "South Carolina FY2026 LIHEAP Detailed Model Plan, items 3.3, 3.5 and 3.6 #page 10-11" + href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=10 + - title: "South Carolina FY2027 LIHEAP Detailed Model Plan, items 3.3, 3.5 and 3.6 #page 10-11" + href: https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=10 + - title: South Carolina 2026 Benefit Matrix, nonemergency benefits + href: https://liheapch.acf.gov/docs/2026/benefits-matricies/SC_BenefitMatrix_2026.pdf#page=1 + - title: "South Carolina 2024 Administrative Guide, Section 3A, Direct Assistance benefit levels #page 536,538" + href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20South%20Carolina%20LIHEAP%20Model%20Plan%20w%20Attachments.pdf#page=536 diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index a7cef450f8b..356476de961 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1290,7 +1290,15 @@ programs: variable: sc_liheap parameter_prefix: gov.states.sc.oeo.liheap verified_years: "2026" - notes: FY2026 regular heating base amount with demographic, fuel, low-income and high-burden supplements. Crisis, cooling, weatherization and equipment assistance are out of scope. + notes: FY2026 regular heating base amount with demographic, fuel, low-income and high-burden supplements; the cooling-season award is the separate South Carolina LIHEAP cooling entry. Crisis, weatherization and equipment assistance are out of scope. + - state: SC + status: partial + name: South Carolina LIHEAP cooling + full_name: South Carolina Low Income Home Energy Assistance Program cooling-season Direct Assistance + variable: sc_liheap_cooling + parameter_prefix: gov.states.sc.oeo.liheap + verified_years: "2026-2027" + notes: FY2026-FY2027 cooling-season nonemergency award, the base plus demographic, low-income and energy-burden supplements with no fuel supplement, up to the cooling maximum, paid alongside the heating award. Service-frequency limits, local funding decisions, crisis and equipment assistance are out of scope. - state: SD status: partial name: South Dakota LIEAP diff --git a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml new file mode 100644 index 00000000000..73a3ecaa417 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml @@ -0,0 +1,297 @@ +# Sources: South Carolina FY2026 and FY2027 LIHEAP plans, items 1.1 and 3.3-3.6; +# 2026 Benefit Matrix; OEO 2024 Administrative Guide, Section 3A. +# FY2026 cooling: base 200, elderly 75, disabled 50, child 50, veteran 50, +# low income 175, energy burden 175, no fuel supplement, maximum 775. +# FY2027 cooling: base 300, elderly 50, disabled 50, child 50, veteran 50, +# low income 150, energy burden 200, maximum 850. +# Income limits (60% of SMI): FY2026 31,993 for one person and 41,837 for two; +# FY2027 33,218 and 43,439. The low-income tier is 30% of the limit: FY2026 +# 9,597.90 and 12,551.10; FY2027 9,965.40 and 13,031.70. Energy burden: annual +# energy bills at least 20% of income. +# Wages are hourly pay times hours. Electric bills of 1,800 are 150 a month +# and gas bills of 600 are 50 a month. + +- name: Case 1, the cooling base pays no fuel supplement, including for homes without heating. + period: 2026 + input: + people: + person1: + age: 40 + # 10.00 an hour, 40 hours a week: 10 * 2_080 = 20_800. + employment_income_before_lsr: 20_800 + person2: + age: 40 + employment_income_before_lsr: 20_800 + spm_units: + spm_unit1: + members: [person1] + heating_type: NATURAL_GAS + gas_expense: 600 + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit2: + members: [person2] + heating_type: NONE + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + households: + household1: + members: [person1] + state_code: SC + household2: + members: [person2] + state_code: SC + output: + # 20_800 is above 9_597.90, and bills of 2_400 and 1_800 are under + # 20_800 * 0.2 = 4_160, so only the base applies. + sc_liheap_cooling_eligible: [true, true] + sc_liheap_cooling: [200, 200] + # Heating adds the 75 natural gas supplement: 200 + 75 = 275. + sc_liheap: [275, 200] + +- name: Case 2, each FY2026 cooling supplement applies alone. + period: 2026 + input: + people: + person1: + age: 67 + # 2_000 a month. + social_security_retirement: 24_000 + person2: + age: 30 + employment_income_before_lsr: 20_800 + person3: + age: 3 + person4: + age: 45 + is_disabled: true + employment_income_before_lsr: 20_800 + # Does not receive SSI. + ssi: 0 + person5: + age: 45 + is_veteran: true + employment_income_before_lsr: 20_800 + person6: + age: 40 + # 7.25 an hour, 24 hours a week: 7.25 * 1_248 = 9_048. + employment_income_before_lsr: 9_048 + person7: + age: 40 + # 10.00 an hour, 20 hours a week: 10 * 1_040 = 10_400. + employment_income_before_lsr: 10_400 + spm_units: + spm_unit1: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit2: + members: [person2, person3] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit3: + members: [person4] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit4: + members: [person5] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit5: + members: [person6] + heating_type: ELECTRICITY + # 125 a month. + pre_subsidy_electricity_expense: 1_500 + has_cooling_expense: true + spm_unit6: + members: [person7] + heating_type: ELECTRICITY + # 200 a month. + pre_subsidy_electricity_expense: 2_400 + has_cooling_expense: true + households: + household1: + members: [person1] + state_code: SC + household2: + members: [person2, person3] + state_code: SC + household3: + members: [person4] + state_code: SC + household4: + members: [person5] + state_code: SC + household5: + members: [person6] + state_code: SC + household6: + members: [person7] + state_code: SC + output: + # Households 1-4 have incomes above the low-income tier and bills under + # 20% of income (1_800 < 24_000 * 0.2 = 4_800; 1_800 < 4_160). + # Household 1, elderly: 200 + 75 = 275. + # Household 2, child aged 3 (two-person tier 12_551.10): 200 + 50 = 250. + # Household 3, disabled: 200 + 50 = 250. + # Household 4, veteran: 200 + 50 = 250. + # Household 5, low income: 9_048 <= 9_597.90, and 1_500 < 9_048 * 0.2 = + # 1_809.60: 200 + 175 = 375. + # Household 6, energy burden: 10_400 > 9_597.90, and 2_400 >= 10_400 * + # 0.2 = 2_080: 200 + 175 = 375. + sc_liheap_cooling: [275, 250, 250, 250, 375, 375] + +- name: Case 3, all FY2026 cooling supplements reach the 775 cooling maximum. + period: 2026 + input: + people: + person1: + age: 64 + is_disabled: true + is_veteran: true + # 800 a month. + social_security_disability: 9_600 + # Does not receive SSI. + ssi: 0 + person2: + age: 4 + spm_units: + spm_unit: + members: [person1, person2] + heating_type: NATURAL_GAS + gas_expense: 600 + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + households: + household: + members: [person1, person2] + state_code: SC + output: + # 9_600 <= 12_551.10, and bills of 2_400 >= 9_600 * 0.2 = 1_920. + # 200 + 75 + 50 + 50 + 50 + 175 + 175 = 775, the cooling maximum. + sc_liheap_cooling: 775 + # Heating adds the 75 natural gas supplement: 775 + 75 = 850, the heating + # maximum. + sc_liheap: 850 + +- name: Case 4, each FY2027 cooling supplement applies alone. + period: 2027 + input: + people: + person1: + age: 67 + social_security_retirement: 24_000 + person2: + age: 30 + employment_income_before_lsr: 20_800 + person3: + age: 3 + person4: + age: 45 + is_disabled: true + employment_income_before_lsr: 20_800 + # Does not receive SSI. + ssi: 0 + person5: + age: 45 + is_veteran: true + employment_income_before_lsr: 20_800 + person6: + age: 40 + employment_income_before_lsr: 9_048 + person7: + age: 40 + employment_income_before_lsr: 10_400 + spm_units: + spm_unit1: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit2: + members: [person2, person3] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit3: + members: [person4] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit4: + members: [person5] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit5: + members: [person6] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_500 + has_cooling_expense: true + spm_unit6: + members: [person7] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 2_400 + has_cooling_expense: true + households: + household1: + members: [person1] + state_code: SC + household2: + members: [person2, person3] + state_code: SC + household3: + members: [person4] + state_code: SC + household4: + members: [person5] + state_code: SC + household5: + members: [person6] + state_code: SC + household6: + members: [person7] + state_code: SC + output: + # Household 1, elderly: 300 + 50 = 350. + # Household 2, child aged 3 (two-person tier 13_031.70): 300 + 50 = 350. + # Household 3, disabled: 300 + 50 = 350. + # Household 4, veteran: 300 + 50 = 350. + # Household 5, low income: 9_048 <= 9_965.40, and 1_500 < 1_809.60: + # 300 + 150 = 450. + # Household 6, energy burden: 10_400 > 9_965.40, and 2_400 >= 2_080: + # 300 + 200 = 500. + sc_liheap_cooling: [350, 350, 350, 350, 450, 500] + +- name: Case 5, all FY2027 cooling supplements reach the 850 cooling maximum. + period: 2027 + input: + people: + person1: + age: 64 + is_disabled: true + is_veteran: true + social_security_disability: 9_600 + # Does not receive SSI. + ssi: 0 + person2: + age: 4 + spm_units: + spm_unit: + members: [person1, person2] + heating_type: NATURAL_GAS + gas_expense: 600 + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + households: + household: + members: [person1, person2] + state_code: SC + output: + # 9_600 <= 13_031.70, and 2_400 >= 1_920. + # 300 + 50 + 50 + 50 + 50 + 150 + 200 = 850, the cooling maximum. + sc_liheap_cooling: 850 diff --git a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml new file mode 100644 index 00000000000..406314ac7d6 --- /dev/null +++ b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml @@ -0,0 +1,60 @@ +# Sources: South Carolina FY2026 and FY2027 LIHEAP plans, items 1.1 and 3.1; +# OEO 2024 Administrative Guide, Section 3A (an obligation to pay a home energy +# bill; Direct Assistance may pay home heating or cooling costs). +# Cooling eligibility is regular LIHEAP eligibility plus cooling costs and a +# specified heating type. FY2026 income limit for one person: 31,993 (60% of +# SMI). Wages are hourly pay times hours; electric bills of 1,800 are 150 a +# month. + +- name: Case 1, no cooling costs, an unspecified heating fuel with heat in rent or income over the limit pays no cooling award. + period: 2026 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 20_800 + person2: + age: 40 + employment_income_before_lsr: 20_800 + person3: + age: 40 + # 15.50 an hour, 40 hours a week: 15.5 * 2_080 = 32_240. + employment_income_before_lsr: 32_240 + spm_units: + spm_unit1: + members: [person1] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: false + spm_unit2: + members: [person2] + heating_type: UNSPECIFIED + heat_expense_included_in_rent: true + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit3: + members: [person3] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + households: + household1: + members: [person1] + state_code: SC + household2: + members: [person2] + state_code: SC + household3: + members: [person3] + state_code: SC + output: + # Household 1 has no cooling costs but keeps its 200 heating base. + # Household 2 qualifies for heating through heat in the rent (base 200), + # but heating_type is a required input, so an unspecified fuel receives + # no cooling award. + # Household 3: 32_240 > 31_993 and above 110% of the 2025 guideline + # (15_650 * 1.1 = 17_215). + sc_liheap_eligible: [true, true, false] + sc_liheap_cooling_eligible: [false, false, false] + sc_liheap_cooling: [0, 0, 0] + sc_liheap: [200, 200, 0] diff --git a/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py new file mode 100644 index 00000000000..08fa78e408d --- /dev/null +++ b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py @@ -0,0 +1,33 @@ +from policyengine_us.model_api import * +from policyengine_us.variables.gov.states.sc.oeo.liheap.sc_liheap import ( + sc_liheap_award, +) + + +class sc_liheap_cooling(Variable): + value_type = float + entity = SPMUnit + label = "South Carolina LIHEAP regular cooling assistance" + unit = USD + definition_period = YEAR + documentation = ( + "Cooling-season (May 1 to September 30) nonemergency Direct Assistance " + "award. Verified for FY2026 and FY2027; earlier years use model " + "parameter backfilling and are unverified historical estimates." + ) + defined_for = "sc_liheap_cooling_eligible" + reference = ( + # PDF pages 4,10-11 + "https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=4", + # PDF pages 4,10-11 + "https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=4", + "https://liheapch.acf.gov/docs/2026/benefits-matricies/SC_BenefitMatrix_2026.pdf#page=1", + # PDF pages 523,536,538 + "https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20South%20Carolina%20LIHEAP%20Model%20Plan%20w%20Attachments.pdf#page=523", + ) + + def formula(spm_unit, period, parameters): + p = parameters(period).gov.states.sc.oeo.liheap.cooling + # The cooling season pays the base and household supplements, with no + # fuel supplement, up to the cooling maximum. + return sc_liheap_award(spm_unit, period, parameters, p.amounts, 0) diff --git a/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.py new file mode 100644 index 00000000000..db7559fa4ed --- /dev/null +++ b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.py @@ -0,0 +1,31 @@ +from policyengine_us.model_api import * + + +class sc_liheap_cooling_eligible(Variable): + value_type = bool + entity = SPMUnit + label = "Eligible for South Carolina LIHEAP regular cooling assistance" + definition_period = YEAR + defined_for = StateCode.SC + reference = ( + # PDF pages 4,10 + "https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=4", + # PDF pages 4,10 + "https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=4", + # PDF pages 523,536-537 + "https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20South%20Carolina%20LIHEAP%20Model%20Plan%20w%20Attachments.pdf#page=523", + ) + + def formula(spm_unit, period, parameters): + # Cooling-season Direct Assistance uses the regular income and + # energy-bill tests, and pays only households with cooling costs. + # heating_type is a required input; an unspecified fuel pays nothing, + # even with heat included in the rent. Homes without heating (NONE) + # and every known fuel can qualify. + fuel = spm_unit("heating_type", period) + known_fuel = fuel != fuel.possible_values.UNSPECIFIED + return ( + spm_unit("sc_liheap_eligible", period) + & spm_unit("has_cooling_expense", period) + & known_fuel + ) diff --git a/policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap.py b/policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap.py index 9b0490bab01..0f67f28a5a2 100644 --- a/policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap.py +++ b/policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap.py @@ -1,6 +1,59 @@ from policyengine_us.model_api import * +def sc_liheap_award(spm_unit, period, parameters, amounts, fuel_amount): + """Return a seasonal nonemergency award from the supplied amount schedule. + + Heating and cooling share the household supplements and the mixed-status + proration. Each season has its own amounts and maximum; only heating adds + a fuel supplement, passed as fuel_amount. + """ + p = parameters(period).gov.states.sc.oeo.liheap.payment + income = spm_unit("sc_liheap_countable_income", period) + size = spm_unit("sc_liheap_household_size", period) + # The accepted plan's 30% governs over the older matrix's 70%. Both are shares + # of the income limit: OEO's draft guide writes "30 of 60 percent of the SMI" + # and "SMI is 60% of the State's Median Income". + limit = spm_unit("sc_liheap_income_limit", period) + low_income = income <= p.low_income_limit_rate * limit + person = spm_unit.members + age = person("age", period) + # OEO's 2024 guide leaves state-placed foster children out of the household + # and counts only eligible members for the itemized supplements. + member = ~person("is_in_foster_care", period.first_month) + eligible = member & person("is_citizen_or_legal_immigrant", period) + elderly = spm_unit.any(eligible & (age >= p.ages.elderly_min)) + child = spm_unit.any(eligible & (np.floor(age) <= p.ages.child_max)) + disabled = spm_unit.any(eligible & person("is_disabled", period)) + veteran = spm_unit.any(eligible & person("is_veteran", period)) + # The plan measures home-energy utilities; aggregate existing heating and + # electric bills, excluding water, sewer, trash, phone and separate cooking + # fuel. Annual expenses approximate current monthly bills, and rent-embedded + # charges are not available. + cost = add(spm_unit, period, p.energy_cost_sources) + high_burden = (cost > 0) & (cost >= income * p.burden_rate) + a = amounts + amount = ( + a.base + + a.elderly * elderly + + a.child * child + + a.disabled * disabled + + a.veteran * veteran + + a.low_income * low_income + + a.high_burden * high_burden + + fuel_amount + ) + # Local funding and priority decisions are not represented. The state + # schedule does not impose a general benefit-to-bill cap. + # The plans state each season's maximum; that season's amounts sum to + # exactly it. + award = min_(amount, a.maximum) + # A mixed-status award is the total benefit / all household members x + # eligible members; both counts leave out state-placed foster children. + # An eligible unit always has a member, so the floor only avoids dividing by zero. + return award * size / max_(spm_unit.sum(member), 1) + + class sc_liheap(Variable): value_type = float entity = SPMUnit @@ -18,47 +71,8 @@ class sc_liheap(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.sc.oeo.liheap.payment - income = spm_unit("sc_liheap_countable_income", period) - size = spm_unit("sc_liheap_household_size", period) - # The accepted plan's 30% governs over the older matrix's 70%. Both are shares - # of the income limit: OEO's draft guide writes "30 of 60 percent of the SMI" - # and "SMI is 60% of the State's Median Income". - limit = spm_unit("sc_liheap_income_limit", period) - low_income = income <= p.low_income_limit_rate * limit - person = spm_unit.members - age = person("age", period) - # OEO's 2024 guide leaves state-placed foster children out of the household - # and counts only eligible members for the itemized supplements. - member = ~person("is_in_foster_care", period.first_month) - eligible = member & person("is_citizen_or_legal_immigrant", period) - elderly = spm_unit.any(eligible & (age >= p.ages.elderly_min)) - child = spm_unit.any(eligible & (np.floor(age) <= p.ages.child_max)) - disabled = spm_unit.any(eligible & person("is_disabled", period)) - veteran = spm_unit.any(eligible & person("is_veteran", period)) - # The plan measures home-energy utilities; aggregate existing heating and - # electric bills, excluding water, sewer, trash, phone and separate cooking - # fuel. Annual expenses approximate current monthly bills, and rent-embedded - # charges are not available. - cost = add(spm_unit, period, p.energy_cost_sources) - high_burden = (cost > 0) & (cost >= income * p.burden_rate) fuel = spm_unit("heating_type", period) fuel_supplement = np.isin(fuel.decode_to_str(), p.supplement_fuels) - a = p.amounts - amount = ( - a.base - + a.elderly * elderly - + a.child * child - + a.disabled * disabled - + a.veteran * veteran - + a.low_income * low_income - + a.high_burden * high_burden - + a.fuel * fuel_supplement + return sc_liheap_award( + spm_unit, period, parameters, p.amounts, p.amounts.fuel * fuel_supplement ) - # Local funding and priority decisions are not represented. The state - # schedule does not impose a general benefit-to-bill cap. - # The plan states this maximum; the eight FY2026 amounts sum to exactly it. - award = min_(amount, a.maximum) - # A mixed-status award is the total benefit / all household members x - # eligible members; both counts leave out state-placed foster children. - # An eligible unit always has a member, so the floor only avoids dividing by zero. - return award * size / max_(spm_unit.sum(member), 1) diff --git a/policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap_eligible.py b/policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap_eligible.py index 000ec310b1c..1af0ee855ba 100644 --- a/policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap_eligible.py +++ b/policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap_eligible.py @@ -32,10 +32,10 @@ def formula(spm_unit, period, parameters): federal_floor = np.round( guideline * parameters(period).gov.hhs.liheap.fpg_floor, 2 ) - # OEO asks for an obligation to pay a home energy bill, and the one regular - # award pays heating or cooling costs, so any counted bill qualifies, including - # in a home without heating. heating_type is a required input, so an unspecified - # fuel qualifies only through heat in the rent. + # OEO asks for an obligation to pay a home energy bill, and Direct Assistance + # may pay home heating or cooling costs, so any counted bill qualifies, + # including in a home without heating. heating_type is a required input, so an + # unspecified fuel qualifies only through heat in the rent. has_energy_cost = add(spm_unit, period, p.payment.energy_cost_sources) > 0 fuel = spm_unit("heating_type", period) known_fuel = fuel != fuel.possible_values.UNSPECIFIED From b1fb541a5f4c569cc3430ab90f989ecb842c5b16 Mon Sep 17 00:00:00 2001 From: Ziming Date: Sun, 8 Nov 2026 22:06:04 -0500 Subject: [PATCH 3/9] Count South Carolina 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..a9d25199e90 100644 --- a/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml +++ b/policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml @@ -44,6 +44,7 @@ values: - pa_liheap # Pennsylvania LIHEAP - ri_liheap # Rhode Island LIHEAP - sc_liheap # South Carolina LIHEAP + - sc_liheap_cooling # South Carolina LIHEAP cooling - sd_liheap # South Dakota LIEAP - tn_liheap # Tennessee LIHEAP - tx_ceap # Texas CEAP 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 a7511fad6cfe67e4a9f2c58ff533d88d381c8138 Mon Sep 17 00:00:00 2001 From: Ziming Date: Mon, 9 Nov 2026 23:06:31 -0500 Subject: [PATCH 5/9] Apply South Carolina LIHEAP cooling review fixes Records the FY2026 and FY2027 plan service limits, describes the age thresholds for heating and cooling, tightens test margins, and checks the national liheap total. Co-Authored-By: Claude Opus 5.5 --- .../parameters/gov/states/sc/oeo/liheap/payment/ages.yaml | 2 +- .../states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml | 7 +++++++ .../sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml | 1 + .../gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py | 6 ++++++ 4 files changed, 15 insertions(+), 1 deletion(-) diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/ages.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/ages.yaml index fe03cbbf206..f31ba95e368 100644 --- a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/ages.yaml +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/ages.yaml @@ -1,4 +1,4 @@ -description: South Carolina uses these age thresholds for regular heating supplements under the Low Income Home Energy Assistance Program. +description: South Carolina uses these age thresholds for regular heating and cooling supplements under the Low Income Home Energy Assistance Program. elderly_min: 2025-10-01: 60 # The child maximum is completed age; five-year-olds remain covered until six. diff --git a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml index 73a3ecaa417..8abf8a2c54d 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml @@ -13,6 +13,7 @@ - name: Case 1, the cooling base pays no fuel supplement, including for homes without heating. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -51,6 +52,7 @@ - name: Case 2, each FY2026 cooling supplement applies alone. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -147,6 +149,7 @@ - name: Case 3, all FY2026 cooling supplements reach the 775 cooling maximum. period: 2026 + absolute_error_margin: 0.01 input: people: person1: @@ -177,9 +180,12 @@ # Heating adds the 75 natural gas supplement: 775 + 75 = 850, the heating # maximum. sc_liheap: 850 + # The national LIHEAP total adds both awards: 850 + 775. + liheap: 1_625 - name: Case 4, each FY2027 cooling supplement applies alone. period: 2027 + absolute_error_margin: 0.01 input: people: person1: @@ -269,6 +275,7 @@ - name: Case 5, all FY2027 cooling supplements reach the 850 cooling maximum. period: 2027 + absolute_error_margin: 0.01 input: people: person1: diff --git a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml index 406314ac7d6..f35a1fea970 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml @@ -8,6 +8,7 @@ - name: Case 1, no cooling costs, an unspecified heating fuel with heat in rent or income over the limit pays no cooling award. period: 2026 + absolute_error_margin: 0.01 input: people: person1: diff --git a/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py index 08fa78e408d..66c9688fe97 100644 --- a/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py +++ b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py @@ -28,6 +28,12 @@ class sc_liheap_cooling(Variable): def formula(spm_unit, period, parameters): p = parameters(period).gov.states.sc.oeo.liheap.cooling + # Section 1.1 of the FY2026 plan provides an additional non-emergency + # benefit in the heating or cooling season if funding allows. The + # FY2027 plan allows one service per calendar year, and more only + # "should funding allow". The cooling award is paid whether or not the + # household also receives the heating award; the service limits are + # not modeled. # The cooling season pays the base and household supplements, with no # fuel supplement, up to the cooling maximum. return sc_liheap_award(spm_unit, period, parameters, p.amounts, 0) 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 f0575be14076455aa93f3d50c1cb74f4d68c2f37 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: FY2027 one-award limit and fuel condition Addresses DTrim99's round-1 review; upstream main merged first. Co-Authored-By: Claude Opus 5.5 --- .../states/sc/oeo/liheap/cooling/amounts.yaml | 4 +- .../sc/oeo/liheap/eligibility/smi_rate.yaml | 4 +- .../states/sc/oeo/liheap/payment/ages.yaml | 4 +- .../sc/oeo/liheap/payment/burden_rate.yaml | 4 +- .../liheap/payment/energy_cost_sources.yaml | 4 +- .../liheap/payment/low_income_limit_rate.yaml | 4 +- .../sc/oeo/liheap/payment/max_awards.yaml | 17 +++ policyengine_us/programs.yaml | 2 +- .../oeo/liheap/cooling/sc_liheap_cooling.yaml | 120 ++++++++++++++++-- .../cooling/sc_liheap_cooling_eligible.yaml | 20 +-- .../oeo/liheap/cooling/sc_liheap_cooling.py | 30 +++-- .../cooling/sc_liheap_cooling_eligible.py | 17 +-- source_conflicts/candidates.yaml | 16 ++- 13 files changed, 190 insertions(+), 56 deletions(-) create mode 100644 policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/max_awards.yaml diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/cooling/amounts.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/cooling/amounts.yaml index 820ed8e7f9d..204d07e3e8e 100644 --- a/policyengine_us/parameters/gov/states/sc/oeo/liheap/cooling/amounts.yaml +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/cooling/amounts.yaml @@ -1,6 +1,8 @@ description: South Carolina provides these base and supplemental regular cooling amounts under the Low Income Home Energy Assistance Program. # The cooling season (May 1 to September 30) pays no fuel supplement. The FY2027 -# plan keeps the child, disabled and veteran supplements at 50. +# plan keeps the child, disabled and veteran supplements at 50. Its items 3.3, +# 3.5 and 3.6 give a 300 base; only the item 3.3 "Other" row prints 200. The +# 2026 Benefit Matrix covers FY2026 only, so the FY2027 values rest on the plan. base: 2025-10-01: 200 2026-10-01: 300 diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/eligibility/smi_rate.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/eligibility/smi_rate.yaml index 257297b9d61..5ac52f3eb70 100644 --- a/policyengine_us/parameters/gov/states/sc/oeo/liheap/eligibility/smi_rate.yaml +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/eligibility/smi_rate.yaml @@ -6,5 +6,7 @@ metadata: period: year label: South Carolina LIHEAP SMI limit rate reference: - - title: South Carolina FY2026 LIHEAP Detailed Model Plan, item 2.1 + - title: "South Carolina FY2026 LIHEAP Detailed Model Plan, items 2.1 and 3.1 #page 8,10" href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=8 + - title: "South Carolina FY2027 LIHEAP Detailed Model Plan, items 2.1 and 3.1 #page 8,10" + href: https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=8 diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/ages.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/ages.yaml index f31ba95e368..c6242dfb718 100644 --- a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/ages.yaml +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/ages.yaml @@ -9,5 +9,7 @@ metadata: period: year label: South Carolina LIHEAP supplement age thresholds reference: - - title: "South Carolina FY2026 LIHEAP Detailed Model Plan, items 2.3-2.5 #page 8-9" + - title: "South Carolina FY2026 LIHEAP Detailed Model Plan, items 2.3-2.5 and 3.3-3.5 #page 8-11" href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=8 + - title: "South Carolina FY2027 LIHEAP Detailed Model Plan, items 2.3-2.5 and 3.3-3.5 #page 8-11" + href: https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=8 diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/burden_rate.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/burden_rate.yaml index f4f10183689..e1877e10a1a 100644 --- a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/burden_rate.yaml +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/burden_rate.yaml @@ -6,5 +6,7 @@ metadata: period: year label: South Carolina LIHEAP high energy burden rate reference: - - title: South Carolina FY2026 LIHEAP Detailed Model Plan, item 2.5 + - title: "South Carolina FY2026 LIHEAP Detailed Model Plan, items 2.5 and 3.5 #page 9,11" href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=9 + - title: "South Carolina FY2027 LIHEAP Detailed Model Plan, items 2.5 and 3.5 #page 9,11" + href: https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=9 diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/energy_cost_sources.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/energy_cost_sources.yaml index a83e8bb3e8c..f43827620a6 100644 --- a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/energy_cost_sources.yaml +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/energy_cost_sources.yaml @@ -13,7 +13,9 @@ metadata: period: year label: South Carolina LIHEAP home energy cost sources reference: - - title: South Carolina FY2026 LIHEAP Detailed Model Plan, item 2.5 + - title: "South Carolina FY2026 LIHEAP Detailed Model Plan, items 2.5 and 3.5 #page 9,11" href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=9 + - title: "South Carolina FY2027 LIHEAP Detailed Model Plan, items 2.5 and 3.5 #page 9,11" + href: https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=9 - title: "South Carolina 2024 Administrative Guide, home energy bill #page 536-537" href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20South%20Carolina%20LIHEAP%20Model%20Plan%20w%20Attachments.pdf#page=536 diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/low_income_limit_rate.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/low_income_limit_rate.yaml index 7ee2326d89b..aace5a43901 100644 --- a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/low_income_limit_rate.yaml +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/low_income_limit_rate.yaml @@ -6,7 +6,9 @@ metadata: period: year label: South Carolina LIHEAP low-income limit rate reference: - - title: "South Carolina FY2026 LIHEAP Detailed Model Plan, items 2.3 and 2.5 #page 8-9" + - title: "South Carolina FY2026 LIHEAP Detailed Model Plan, items 2.3, 2.5, 3.3 and 3.5 #page 8-11" href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=8 + - title: "South Carolina FY2027 LIHEAP Detailed Model Plan, items 2.3, 2.5, 3.3 and 3.5 #page 8-11" + href: https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=8 - title: "South Carolina draft 2026 LIHEAP Administrative Guide, plan attachment #page 311-312,338" href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20South%20Carolina%20LIHEAP%20Model%20Plan%20w%20Attachments.pdf#page=311 diff --git a/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/max_awards.yaml b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/max_awards.yaml new file mode 100644 index 00000000000..fed64ad20dd --- /dev/null +++ b/policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/max_awards.yaml @@ -0,0 +1,17 @@ +description: South Carolina limits the number of awards per program year to this amount under the Low Income Home Energy Assistance Program. +# The limit also counts crisis assistance, which is not modeled, so here it +# limits the heating and cooling awards. +values: + 2025-10-01: 2 + 2026-10-01: 1 +metadata: + unit: int + period: year + label: South Carolina LIHEAP maximum awards per program year + reference: + - title: South Carolina FY2026 LIHEAP Detailed Model Plan, item 11.5 + href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=26 + - title: "South Carolina draft 2026 and 2024 LIHEAP Administrative Guides, Section 3A, Frequency of LIHEAP Services #page 310,536" + href: https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20South%20Carolina%20LIHEAP%20Model%20Plan%20w%20Attachments.pdf#page=310 + - title: "South Carolina FY2027 LIHEAP Detailed Model Plan, items 1.1 and 11.5 #page 4,26" + href: https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=4 diff --git a/policyengine_us/programs.yaml b/policyengine_us/programs.yaml index 920adf361ba..0f38d580dbe 100644 --- a/policyengine_us/programs.yaml +++ b/policyengine_us/programs.yaml @@ -1365,7 +1365,7 @@ programs: variable: sc_liheap_cooling parameter_prefix: gov.states.sc.oeo.liheap verified_years: "2026-2027" - notes: FY2026-FY2027 cooling-season nonemergency award, the base plus demographic, low-income and energy-burden supplements with no fuel supplement, up to the cooling maximum, paid alongside the heating award. Service-frequency limits, local funding decisions, crisis and equipment assistance are out of scope. + notes: FY2026-FY2027 cooling-season nonemergency award, the base plus demographic, low-income and energy-burden supplements with no fuel supplement, up to the cooling maximum, paid alongside the heating award in FY2026. Local frequency limits, local funding decisions, crisis and equipment assistance are out of scope. - state: SD status: partial name: South Dakota LIEAP diff --git a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml index 8abf8a2c54d..b0d6645bee9 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.yaml @@ -1,5 +1,10 @@ -# Sources: South Carolina FY2026 and FY2027 LIHEAP plans, items 1.1 and 3.3-3.6; -# 2026 Benefit Matrix; OEO 2024 Administrative Guide, Section 3A. +# Sources: South Carolina FY2026 and FY2027 LIHEAP plans, items 1.1, 3.3-3.6 +# and 11.5; 2026 Benefit Matrix; OEO 2024 Administrative Guide, Section 3A. +# FY2026 allows two awards in the program year, so cooling is paid in full. +# FY2027 allows one, so in 2027 cooling pays only its excess over the heating +# award, which uses the FY2026 heating amounts carried forward: base 200, +# elderly 75, disabled 50, child 50, veteran 50, low income 175, energy burden +# 175, gas, oil, kerosene or propane fuel 75, maximum 850. # FY2026 cooling: base 200, elderly 75, disabled 50, child 50, veteran 50, # low income 175, energy burden 175, no fuel supplement, maximum 775. # FY2027 cooling: base 300, elderly 50, disabled 50, child 50, veteran 50, @@ -180,7 +185,8 @@ # Heating adds the 75 natural gas supplement: 775 + 75 = 850, the heating # maximum. sc_liheap: 850 - # The national LIHEAP total adds both awards: 850 + 775. + # FY2026 allows two awards, so the national LIHEAP total adds both: + # 850 + 775. liheap: 1_625 - name: Case 4, each FY2027 cooling supplement applies alone. @@ -263,17 +269,23 @@ members: [person7] state_code: SC output: - # Household 1, elderly: 300 + 50 = 350. - # Household 2, child aged 3 (two-person tier 13_031.70): 300 + 50 = 350. - # Household 3, disabled: 300 + 50 = 350. - # Household 4, veteran: 300 + 50 = 350. + # Cooling award and heating award (FY2026 amounts carried forward): + # Household 1, elderly: 300 + 50 = 350; heating 200 + 75 = 275. + # Household 2, child aged 3 (two-person tier 13_031.70): 300 + 50 = 350; + # heating 200 + 50 = 250. + # Household 3, disabled: 300 + 50 = 350; heating 250. + # Household 4, veteran: 300 + 50 = 350; heating 250. # Household 5, low income: 9_048 <= 9_965.40, and 1_500 < 1_809.60: - # 300 + 150 = 450. + # 300 + 150 = 450; heating 200 + 175 = 375. # Household 6, energy burden: 10_400 > 9_965.40, and 2_400 >= 2_080: - # 300 + 200 = 500. - sc_liheap_cooling: [350, 350, 350, 350, 450, 500] + # 300 + 200 = 500; heating 200 + 175 = 375. + sc_liheap: [275, 250, 250, 250, 375, 375] + # Was [350, 350, 350, 350, 450, 500], now [75, 100, 100, 100, 75, 125]: + # FY2027 plan items 1.1 and 11.5 allow one award in the 2027 program year, + # so cooling pays only its excess over the heating award. + sc_liheap_cooling: [75, 100, 100, 100, 75, 125] -- name: Case 5, all FY2027 cooling supplements reach the 850 cooling maximum. +- name: Case 5, all FY2027 cooling supplements reach the 850 cooling maximum, which the heating award already pays. period: 2027 absolute_error_margin: 0.01 input: @@ -300,5 +312,87 @@ state_code: SC output: # 9_600 <= 13_031.70, and 2_400 >= 1_920. - # 300 + 50 + 50 + 50 + 50 + 150 + 200 = 850, the cooling maximum. - sc_liheap_cooling: 850 + # Cooling award: 300 + 50 + 50 + 50 + 50 + 150 + 200 = 850, the cooling + # maximum. Heating, FY2026 amounts carried forward: 200 + 75 + 50 + 50 + + # 50 + 175 + 175 + 75 = 850, the heating maximum. + sc_liheap: 850 + # Was 850, now 0: one award is allowed in the 2027 program year, and the + # cooling award does not exceed the 850 heating award. + sc_liheap_cooling: 0 + +- name: Case 6, in 2027 one award is allowed, so cooling pays only its excess over the heating award. + period: 2027 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 40 + employment_income_before_lsr: 20_800 + person2: + age: 62 + # 800 a month; not old enough for SSI. + social_security_retirement: 9_600 + spm_units: + spm_unit1: + members: [person1] + heating_type: NATURAL_GAS + gas_expense: 600 + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + spm_unit2: + members: [person2] + heating_type: NATURAL_GAS + gas_expense: 600 + # 100 a month. + pre_subsidy_electricity_expense: 1_200 + has_cooling_expense: true + households: + household1: + members: [person1] + state_code: SC + household2: + members: [person2] + state_code: SC + output: + # Household 1: 20_800 > 9_965.40, and 2_400 < 20_800 * 0.2 = 4_160. + # Heating 200 + 75 gas = 275; cooling award 300, so cooling pays + # 300 - 275 = 25. + # Household 2, aged 62: 9_600 <= 9_965.40, and 1_800 < 9_600 * 0.2 = + # 1_920. Heating 200 + 75 elderly + 175 low income + 75 gas = 525; + # cooling award 300 + 50 + 150 = 500, below the heating award, so + # cooling pays 0. + sc_liheap_cooling_eligible: [true, true] + sc_liheap: [275, 525] + sc_liheap_cooling: [25, 0] + # The total is the larger award: 275 + 25 = 300 and 525 + 0 = 525. + liheap: [300, 525] + +- name: Case 7, a mixed-status household's cooling award is prorated to its eligible members. + period: 2026 + absolute_error_margin: 0.01 + input: + people: + person1: + age: 30 + is_citizen_or_legal_immigrant: false + employment_income_before_lsr: 20_800 + person2: + age: 3 + is_citizen_or_legal_immigrant: true + spm_units: + spm_unit: + members: [person1, person2] + heating_type: ELECTRICITY + pre_subsidy_electricity_expense: 1_800 + has_cooling_expense: true + households: + household: + members: [person1, person2] + state_code: SC + output: + # One eligible member, so the one-person limit of 31_993 and tier of + # 9_597.90 apply; the parent's 20_800 counts. 20_800 > 9_597.90, and + # 1_800 < 4_160. The eligible child adds 50: (200 + 50) / 2 members x 1 + # eligible member = 125. + sc_liheap_household_size: 1 + sc_liheap_cooling: 125 diff --git a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml index f35a1fea970..c991c824993 100644 --- a/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml +++ b/policyengine_us/tests/policy/baseline/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.yaml @@ -1,12 +1,11 @@ # Sources: South Carolina FY2026 and FY2027 LIHEAP plans, items 1.1 and 3.1; # OEO 2024 Administrative Guide, Section 3A (an obligation to pay a home energy # bill; Direct Assistance may pay home heating or cooling costs). -# Cooling eligibility is regular LIHEAP eligibility plus cooling costs and a -# specified heating type. FY2026 income limit for one person: 31,993 (60% of -# SMI). Wages are hourly pay times hours; electric bills of 1,800 are 150 a -# month. +# Cooling eligibility is regular LIHEAP eligibility plus cooling costs. FY2026 +# income limit for one person: 31,993 (60% of SMI). Wages are hourly pay times +# hours; electric bills of 1,800 are 150 a month. -- name: Case 1, no cooling costs, an unspecified heating fuel with heat in rent or income over the limit pays no cooling award. +- name: Case 1, no cooling costs or income over the limit pays no cooling award; heat in the rent with an unspecified fuel is paid. period: 2026 absolute_error_margin: 0.01 input: @@ -51,11 +50,14 @@ output: # Household 1 has no cooling costs but keeps its 200 heating base. # Household 2 qualifies for heating through heat in the rent (base 200), - # but heating_type is a required input, so an unspecified fuel receives - # no cooling award. + # and the cooling gate adds no heating-fuel condition, so it also receives + # the 200 cooling base (20_800 > 9_597.90; 1_800 < 4_160). # Household 3: 32_240 > 31_993 and above 110% of the 2025 guideline # (15_650 * 1.1 = 17_215). sc_liheap_eligible: [true, true, false] - sc_liheap_cooling_eligible: [false, false, false] - sc_liheap_cooling: [0, 0, 0] + # Was [false, false, false], now [false, true, false]: the cooling gate no + # longer excludes an unspecified heating fuel. + sc_liheap_cooling_eligible: [false, true, false] + # Was [0, 0, 0], now [0, 200, 0]: the same change. + sc_liheap_cooling: [0, 200, 0] sc_liheap: [200, 200, 0] diff --git a/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py index 66c9688fe97..184383e5a62 100644 --- a/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py +++ b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py @@ -12,14 +12,16 @@ class sc_liheap_cooling(Variable): definition_period = YEAR documentation = ( "Cooling-season (May 1 to September 30) nonemergency Direct Assistance " - "award. Verified for FY2026 and FY2027; earlier years use model " - "parameter backfilling and are unverified historical estimates." + "award; when a program year allows one award (FY2027), only its excess " + "over the heating award. Verified for FY2026 and FY2027; earlier years " + "use model parameter backfilling and are unverified historical " + "estimates." ) defined_for = "sc_liheap_cooling_eligible" reference = ( - # PDF pages 4,10-11 + # PDF pages 4,10-11,26 "https://oeo.sc.gov/managedsites/prd/oeo/documents/2026%20LIHEAP%20State%20Plan.pdf#page=4", - # PDF pages 4,10-11 + # PDF pages 4,10-11,26 "https://liheapch.acf.gov/docs/2027/state-plans/SC_Plan_2027.pdf#page=4", "https://liheapch.acf.gov/docs/2026/benefits-matricies/SC_BenefitMatrix_2026.pdf#page=1", # PDF pages 523,536,538 @@ -27,13 +29,17 @@ class sc_liheap_cooling(Variable): ) def formula(spm_unit, period, parameters): - p = parameters(period).gov.states.sc.oeo.liheap.cooling - # Section 1.1 of the FY2026 plan provides an additional non-emergency - # benefit in the heating or cooling season if funding allows. The - # FY2027 plan allows one service per calendar year, and more only - # "should funding allow". The cooling award is paid whether or not the - # household also receives the heating award; the service limits are - # not modeled. + p = parameters(period).gov.states.sc.oeo.liheap # The cooling season pays the base and household supplements, with no # fuel supplement, up to the cooling maximum. - return sc_liheap_award(spm_unit, period, parameters, p.amounts, 0) + award = sc_liheap_award(spm_unit, period, parameters, p.cooling.amounts, 0) + # FY2026 plan item 11.5 allows two LIHEAP services in the program year, + # so the cooling award is paid alongside the heating award. FY2027 plan + # items 1.1 and 11.5 allow one assistance in the 2027 program year, the + # calendar year that holds both seasons, so cooling pays only its excess + # over the heating award and the household receives the larger of the + # two. The 2027 heating amounts are FY2026 carry-forwards. + if p.payment.max_awards > 1: + return award + heating = spm_unit("sc_liheap", period) + return max_(award - heating, 0) diff --git a/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.py b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.py index db7559fa4ed..1897a3df28f 100644 --- a/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.py +++ b/policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling_eligible.py @@ -18,14 +18,9 @@ class sc_liheap_cooling_eligible(Variable): def formula(spm_unit, period, parameters): # Cooling-season Direct Assistance uses the regular income and - # energy-bill tests, and pays only households with cooling costs. - # heating_type is a required input; an unspecified fuel pays nothing, - # even with heat included in the rent. Homes without heating (NONE) - # and every known fuel can qualify. - fuel = spm_unit("heating_type", period) - known_fuel = fuel != fuel.possible_values.UNSPECIFIED - return ( - spm_unit("sc_liheap_eligible", period) - & spm_unit("has_cooling_expense", period) - & known_fuel - ) + # energy-bill tests, which pay an unspecified heating fuel only with + # heat in the rent; the cooling gate adds no heating-fuel condition. + # OEO's texts set no separate cooling-cost test; requiring + # has_cooling_expense is a PolicyEngine convention. + eligible = spm_unit("sc_liheap_eligible", period) + return eligible & spm_unit("has_cooling_expense", period) diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 352bbc3a578..d4a7019016d 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -10541,7 +10541,7 @@ candidates: program: liheap years: from: 2026 - to: 2026 + to: 2027 type: federal-fiscal question: Is South Carolina's high energy burden supplement paid when energy costs equal 20% of income, as the FY2026 plan reads, or only when the current bill is higher than 20% of income, as the 2024 guide and the matrix read? @@ -10568,11 +10568,15 @@ candidates: follows: gap-fill code: - policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap.py + - policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py - policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/burden_rate.yaml prs: - https://github.com/PolicyEngine/policyengine-us/pull/10616 + - https://github.com/PolicyEngine/policyengine-us/pull/10754 state: unreviewed - note: PE-US follows the plan's inclusive test, with annual bills against annual income. + note: PE-US follows the plan's inclusive test, with annual bills against annual income. The cooling award (PR 10754) + applies the same annual test, so winter fuel bills count toward the cooling-season burden; the guides' current-month + test would count only the summer bill. - id: us-sc:liheap-income-floor-vs-smi-limit program: liheap @@ -10608,7 +10612,7 @@ candidates: program: liheap years: from: 2026 - to: 2026 + to: 2027 type: federal-fiscal question: Is South Carolina's $175 low-income tier 30% of the full size-adjusted state median income, or 30% of the 60% income limit that OEO's guides call the SMI? @@ -10637,9 +10641,11 @@ candidates: follows: gap-fill code: - policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap.py + - policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py - policyengine_us/parameters/gov/states/sc/oeo/liheap/payment/low_income_limit_rate.yaml prs: - https://github.com/PolicyEngine/policyengine-us/pull/10616 + - https://github.com/PolicyEngine/policyengine-us/pull/10754 state: ruled note: 'Ruled 2026-11-03: use 30% of the 60% limit. The plan''s words allow either base, and OEO''s own texts define the SMI it means here, so the agency breaks the tie. The 2024 guide and the matrix use 70% of the same limit, a tier @@ -10692,7 +10698,7 @@ candidates: program: liheap years: from: 2026 - to: 2026 + to: 2027 type: federal-fiscal question: Do South Carolina's itemized supplements look only at eligible members, with the award prorated, and are state-placed foster children left out of the household, as the 2024 guide provides where the FY2026 plan is silent? @@ -10713,10 +10719,12 @@ candidates: follows: gap-fill code: - policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap.py + - policyengine_us/variables/gov/states/sc/oeo/liheap/cooling/sc_liheap_cooling.py - policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap_household_size.py - policyengine_us/variables/gov/states/sc/oeo/liheap/sc_liheap_countable_income.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/10616 + - https://github.com/PolicyEngine/policyengine-us/pull/10754 state: ruled note: 'Ruled 2026-11-02: follow the 2024 guide. The veteran supplement also looks only at eligible members, although the guide''s list does not name veterans, and the prorated award keeps its cents.'