Add Pennsylvania LIHEAP regular heating assistance

changelog.d/pa-liheap.added.md

@@ -0,0 +1 @@
+Add Pennsylvania LIHEAP regular heating eligibility, county and fuel payment schedules, and the FY2025 and FY2026 vulnerable-household supplements.

policyengine_us/parameters/gov/states/pa/dhs/liheap/eligibility/fpg_rate.yaml

@@ -0,0 +1,14 @@
+description: Pennsylvania limits income to this multiple of the federal poverty guideline under the Low Income Home Energy Assistance Program.
+values:
+  2024-11-04: 1.5
+metadata:
+  unit: /1
+  period: year
+  label: Pennsylvania LIHEAP federal poverty guideline rate
+  reference:
+    - title: "Pennsylvania FY2025 LIHEAP State Plan, income eligibility #page 10,36"
+      href: https://web.archive.org/web/20250311051110/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2025-liheap-state-plan.pdf#page=10
+    - title: "Pennsylvania FY2026 LIHEAP State Plan, income eligibility #page 10,38"
+      href: https://web.archive.org/web/20251016232745/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2026-liheap-state-plan.pdf#page=10
+    - title: "Pennsylvania FY2027 LIHEAP State Plan, income eligibility #page 9,35"
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2027-liheap-state-plan.pdf#page=9

policyengine_us/parameters/gov/states/pa/dhs/liheap/eligibility/fpg_year_lag.yaml

@@ -0,0 +1,18 @@
+description: Pennsylvania uses federal poverty guidelines from this many years before the benefit year for the opening-season income limit under the Low Income Home Energy Assistance Program.
+# The model applies the season-opening limit all year. The FY2026 plan updates
+# the guidelines each January (page 38) and the FY2027 plan each February (page
+# 35). For one person in calendar 2026, the updated limit is 15,960 * 1.5 =
+# 23,940, 465 above the modeled 23,475.
+values:
+  2024-11-04: 1
+metadata:
+  unit: year
+  period: year
+  label: Pennsylvania LIHEAP opening-season poverty guideline year lag
+  reference:
+    - title: Pennsylvania FY2025 LIHEAP State Plan (2024 guidelines at opening)
+      href: https://web.archive.org/web/20250311051110/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2025-liheap-state-plan.pdf#page=10
+    - title: Pennsylvania FY2026 LIHEAP State Plan (2025 guidelines at opening)
+      href: https://web.archive.org/web/20251016232745/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2026-liheap-state-plan.pdf#page=10
+    - title: Pennsylvania FY2027 LIHEAP State Plan (2026 guidelines at opening; February update)
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2027-liheap-state-plan.pdf#page=9

policyengine_us/parameters/gov/states/pa/dhs/liheap/income/benefit_wage_disregard.yaml

@@ -0,0 +1,14 @@
+description: Pennsylvania disregards this fraction of countable employee wages when determining the benefit, after establishing income eligibility, under the Low Income Home Energy Assistance Program.
+values:
+  2024-11-04: 0.2
+metadata:
+  unit: /1
+  period: year
+  label: Pennsylvania LIHEAP benefit-only wage disregard
+  reference:
+    - title: Pennsylvania FY2025 LIHEAP State Plan, section 601.41(2)
+      href: https://web.archive.org/web/20250311051110/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2025-liheap-state-plan.pdf#page=40
+    - title: Pennsylvania FY2026 LIHEAP State Plan, section 601.41(2)
+      href: https://web.archive.org/web/20251016232745/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2026-liheap-state-plan.pdf#page=42
+    - title: Pennsylvania FY2027 LIHEAP State Plan, section 601.41(2)
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2027-liheap-state-plan.pdf#page=39

policyengine_us/parameters/gov/states/pa/dhs/liheap/income/child_age_limit.yaml

@@ -0,0 +1,14 @@
+description: Pennsylvania treats household members below this age as children for the dependent wage exclusion and child support disregard under the Low Income Home Energy Assistance Program.
+values:
+  2024-11-04: 18
+metadata:
+  unit: year
+  period: year
+  label: Pennsylvania LIHEAP child income exclusion age limit
+  reference:
+    - title: "Pennsylvania FY2025 LIHEAP State Plan, section 601.84(15) and (21) #page 50-51"
+      href: https://web.archive.org/web/20250311051110/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2025-liheap-state-plan.pdf#page=50
+    - title: "Pennsylvania FY2026 LIHEAP State Plan, section 601.84(15) and (21) #page 52-53"
+      href: https://web.archive.org/web/20251016232745/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2026-liheap-state-plan.pdf#page=52
+    - title: Pennsylvania FY2027 LIHEAP State Plan, section 601.84(15) and (21)
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2027-liheap-state-plan.pdf#page=50

policyengine_us/parameters/gov/states/pa/dhs/liheap/income/sources/business.yaml

@@ -0,0 +1,19 @@
+description: Pennsylvania counts these net business income sources under the Low Income Home Energy Assistance Program.
+# Apply a zero floor to each source separately; no extra business-cost deduction.
+values:
+  2024-11-04:
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+metadata:
+  unit: list
+  period: year
+  label: Pennsylvania LIHEAP net business income sources
+  reference:
+    - title: Pennsylvania FY2025 LIHEAP State Plan, section 601.82(2)
+      href: https://web.archive.org/web/20250311051110/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2025-liheap-state-plan.pdf#page=47
+    - title: "Pennsylvania FY2026 LIHEAP State Plan, section 601.82(2) #page 49-50"
+      href: https://web.archive.org/web/20251016232745/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2026-liheap-state-plan.pdf#page=49
+    - title: "Pennsylvania FY2027 LIHEAP State Plan, section 601.82(2) #page 47-48"
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2027-liheap-state-plan.pdf#page=47

policyengine_us/parameters/gov/states/pa/dhs/liheap/income/sources/unearned.yaml

@@ -0,0 +1,53 @@
+description: Pennsylvania counts these unearned income sources before the support disregard under the Low Income Home Energy Assistance Program.
+# The formula counts Social Security net of the Medicare premium (section
+# 601.84(10)) and the take-up-gated tanf aggregate. It floors each source
+# listed here at zero (section 601.82(2)(ii)).
+values:
+  2024-11-04:
+    - ssi
+    # The state supplement counts with SSI (section 601.82(4)(iv)); no
+    # section 601.84 exclusion covers it.
+    - pa_ssp
+    # pension_income already adds its taxable and tax-exempt components.
+    - pension_income
+    # Military retirement income adds retiree pay and Survivor Benefit Plan
+    # annuities, separate inputs from the pension inputs that pension_income
+    # adds and from survivor_benefits.
+    - military_retirement_income
+    # Railroad retirement annuities are pensions (section 601.82(4)(viii)).
+    - railroad_benefits
+    - survivor_benefits
+    # Reported unemployment compensation, or modeled state unemployment
+    # compensation when none is reported.
+    - total_unemployment_compensation
+    - strike_benefits
+    - workers_compensation
+    - disability_benefits
+    - veterans_benefits
+    - general_assistance
+    - financial_assistance
+    - child_support_received
+    - alimony_income
+    - rental_income
+    - farm_rent_income
+    # Actual IRA distributions are counted; capital gains are not a proxy for
+    # the source's broader CD withdrawals and stock sale proceeds.
+    - retirement_distributions
+    # Section 601.82(4)(ix) counts interest and dividends in full.
+    - interest_income
+    - ordinary_dividend_income
+metadata:
+  unit: list
+  period: year
+  label: Pennsylvania LIHEAP unearned income sources
+  reference:
+    - title: Pennsylvania FY2025 LIHEAP State Plan, section 601.82(4)
+      href: https://web.archive.org/web/20250311051110/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2025-liheap-state-plan.pdf#page=48
+    - title: "Pennsylvania FY2026 LIHEAP State Plan, section 601.82(4) #page 50-51"
+      href: https://web.archive.org/web/20251016232745/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2026-liheap-state-plan.pdf#page=50
+    - title: Pennsylvania FY2027 LIHEAP State Plan, section 601.82(4)
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2027-liheap-state-plan.pdf#page=48
+    - title: 55 Pa. Code 601.82(4)
+      href: https://www.pacodeandbulletin.gov/Display/pacode?file=/secure/pacode/data/055/chapter601/s601.82.html
+    - title: Pennsylvania FY2026 federally filed LIHEAP plan, section 1.9 (strike pay and General Assistance counted)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/PA_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/pa/dhs/liheap/income/support/monthly_child_disregard.yaml

@@ -0,0 +1,27 @@
+description: Pennsylvania excludes up to this amount of monthly child support by number of children under the Low Income Home Energy Assistance Program.
+brackets:
+  - threshold:
+      2024-11-04: 0
+    amount:
+      2024-11-04: 0
+  - threshold:
+      2024-11-04: 1
+    amount:
+      2024-11-04: 100
+  - threshold:
+      2024-11-04: 2
+    amount:
+      2024-11-04: 200
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: currency-USD
+  period: month
+  label: Pennsylvania LIHEAP monthly child support disregard
+  reference:
+    - title: Pennsylvania FY2025 LIHEAP State Plan, section 601.84(15), larger of child or spousal support exclusions
+      href: https://web.archive.org/web/20250311051110/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2025-liheap-state-plan.pdf#page=50
+    - title: "Pennsylvania FY2026 LIHEAP State Plan, section 601.84(15), larger of child or spousal support exclusions #page 52-53"
+      href: https://web.archive.org/web/20251016232745/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2026-liheap-state-plan.pdf#page=52
+    - title: Pennsylvania FY2027 LIHEAP State Plan, section 601.84(15)
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2027-liheap-state-plan.pdf#page=50

policyengine_us/parameters/gov/states/pa/dhs/liheap/income/support/monthly_spousal_disregard.yaml

@@ -0,0 +1,15 @@
+description: Pennsylvania excludes up to this amount of monthly spousal support under the Low Income Home Energy Assistance Program.
+# Only the larger of the child support and spousal support exclusions applies.
+values:
+  2024-11-04: 50
+metadata:
+  unit: currency-USD
+  period: month
+  label: Pennsylvania LIHEAP monthly spousal support disregard
+  reference:
+    - title: Pennsylvania FY2025 LIHEAP State Plan, section 601.84(15)
+      href: https://web.archive.org/web/20250311051110/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2025-liheap-state-plan.pdf#page=50
+    - title: "Pennsylvania FY2026 LIHEAP State Plan, section 601.84(15) #page 52-53"
+      href: https://web.archive.org/web/20251016232745/https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2026-liheap-state-plan.pdf#page=52
+    - title: Pennsylvania FY2027 LIHEAP State Plan, section 601.84(15)
+      href: https://www.pa.gov/content/dam/copapwp-pagov/en/dhs/documents/services/assistance/documents/heating-assistance_liheap/2027-liheap-state-plan.pdf#page=50

policyengine_us/parameters/gov/states/pa/dhs/liheap/payment/additional_member_amount.yaml

@@ -0,0 +1,18 @@
+description: Pennsylvania adds this amount to the heating base for each household member after the first under the Low Income Home Energy Assistance Program.
+# Read from the printed tables: within an income bracket, each added member
+# raises the payment by this amount times the bracket multiplier, in every
+# county and for every fuel (for example, $7 per member at $3,000-$3,999,
+# where the multiplier is 1.4).
+values:
+  2024-11-04: 5
+metadata:
+  unit: currency-USD
+  period: year
+  label: Pennsylvania LIHEAP heating base amount per additional household member
+  reference:
+    - title: "Pennsylvania LIHEAP benefit charts, Energy Year 2024-2025 #page 1-469"
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/PA_BenefitMatrix_2025.pdf#page=1
+    - title: "Pennsylvania LIHEAP benefit charts, Energy Year 2025-2026 #page 1-469"
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/PA_BenefitMatrix_2026.pdf#page=1
+    - title: Pennsylvania LIHEAP Benefit Amount Table lookup, retrieved October 3, 2026
+      href: https://www.humanservices.dhs.pa.gov/liheap_benefit_table/