diff --git a/changelog.d/source-conflict-liheap-candidates.changed.md b/changelog.d/source-conflict-liheap-candidates.changed.md new file mode 100644 index 00000000000..af4aabd90be --- /dev/null +++ b/changelog.d/source-conflict-liheap-candidates.changed.md @@ -0,0 +1 @@ +Point the Florida and South Dakota LIHEAP source-conflict candidates at their code on main, and add four Florida candidates. diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 11b3c3b2a87..06bc2531fdb 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -1315,19 +1315,138 @@ candidates: url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=4 - kind: manual citation: Florida LIHEAP manual part 1100.04B(1), p.47 - url: null + url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=47 readings: statute: No statute is supplied; parts 900.01A and 100.01 allow utilities in unsubsidized rent and payment to the landlord. other: Part 1100.04B(1) requests a statement that home energy costs are not included in rent. pe_us: follows: unknown - code: [] + code: + - policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_eligible.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/9969 + state: unreviewed + note: 'PE-US follows parts 900.01A and 100.01: heat in unsubsidized rent qualifies (fl_liheap_eligible.py). Verify whether the 1100.04B(1) statement applies to a narrower payment situation.' +- id: us-fl:liheap-fy2026-payment-range + program: liheap + years: + from: 2026 + to: 2026 + type: federal-fiscal + question: Do Florida's FY2026 regular heating payments range from the plan's estimated $400 to $1,350 or from the + October 2025 payment matrix's $200 to $700? + sources: + - kind: guidance + citation: FY2026 LIHEAP State Plan item 2.6, p.9 + url: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=9 + - kind: form + citation: October 2025 LIHEAP payment matrix + url: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf + - kind: manual + citation: Florida LIHEAP manual Part 200 Q.4, p.9 + url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=9 + - kind: guidance + citation: Executed October 2025 LIHEAP amendment, §D(10)b + url: https://www.pbcgov.com/pubInf/Agenda/20260106/3E2.pdf#page=9 + readings: + statute: No statute is supplied; the manual and contract D(10)b require the current matrix, which pays $200 to + $700 with all additions. + other: Plan item 2.6 prints the FY2025 estimates, a $400 minimum and a $1,350 maximum. + pe_us: + follows: unknown + code: + - policyengine_us/parameters/gov/states/fl/commerce/liheap/payment/base_amount.yaml + - policyengine_us/variables/gov/states/fl/commerce/liheap/fl_liheap.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/9969 + state: unreviewed + note: PE-US follows the October 2025 matrix (base_amount.yaml, fl_liheap.py). The draft FFY2027 plan, section 2.6, + estimates a $200 minimum and a $700 maximum, matching it. +- id: us-fl:liheap-income-floor-vs-smi-limit + program: liheap + years: + from: 2026 + to: 2027 + type: federal-fiscal + question: Can Florida's 60% SMI heating limit exclude a household of 15 or more whose income is below the federal + 110% poverty-guideline floor? + sources: + - kind: statute + citation: 42 U.S.C. 8624(b)(2)(B) + url: https://www.law.cornell.edu/uscode/text/42/8624#b_2_B + - kind: guidance + citation: FY2026 LIHEAP State Plan item 2.1, p.8 + url: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=8 + - kind: form + citation: October 2025 LIHEAP payment matrix footnote + url: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf + readings: + statute: Income below 110% of the poverty guideline cannot by itself exclude the household; the FY2026 plan + assurances (p.45) and contract G(8)e (p.13) repeat this. + other: The plan and matrix set 60% of SMI for every size, which falls below that floor from household size 15. + example: Fifteen people with $100,000 exceed the $98,320 limit but are below the $101,915 floor (with the model's + one-year guideline lag), so they keep the band 4 base of $200, the model's estimate since the sources give no band + above the range. + pe_us: + follows: statute + code: + - policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_eligible.py + - policyengine_us/parameters/gov/hhs/liheap/fpg_floor.yaml + - policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/fpg_year_lag.yaml + - policyengine_us/variables/gov/states/fl/commerce/liheap/fl_liheap.py + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/9969 + state: unreviewed + note: PE-US applies the floor, rounded to cents with the statute's strict "less than" (fl_liheap_eligible.py). +- id: us-fl:liheap-income-limit-manual-sections + program: liheap + years: + from: 2025 + to: 2026 + type: federal-fiscal + question: Is Florida LIHEAP's heating income limit 60% of state median income (with 150% of the poverty guideline + from size 9 under manual part 900.01D and the FY2025 plan and matrix), or 150% of the poverty guideline for every + household size, as manual parts 1100.03D and 1200.01A and contract G(7)d set it? + sources: + - kind: manual + citation: Florida LIHEAP manual part 900.01D, p.39 + url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=39 + - kind: manual + citation: Florida LIHEAP manual parts 1100.03D (p.47) and 1200.01A (p.49) + url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=47 + - kind: guidance + citation: FY2025 LIHEAP State Plan item 2.1, p.8 + url: https://liheapch.acf.gov/docs/2025/state-plans/FL_Plan_2025.pdf#page=8 + - kind: form + citation: FY2025 LIHEAP payment matrix, maximum income values + url: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf + - kind: guidance + citation: FY2026 LIHEAP State Plan item 2.1, p.8 + url: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=8 + - kind: form + citation: October 2025 LIHEAP payment matrix, maximum income values + url: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf + - kind: manual + citation: Florida LIHEAP manual Part 200 Q.4 (follow the current benefit matrix), p.9 + url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=9 + - kind: guidance + citation: Executed October 2025 LIHEAP amendment, §G(7)d + url: https://www.pbcgov.com/pubInf/Agenda/20260106/3E2.pdf#page=12 + readings: + statute: No statute is supplied; part 900.01D sets 60% of SMI for sizes 1-8 and 150% of the guideline from 9, as + the FY2025 plan and matrix do, and the FY2026 plan and matrix set 60% of SMI for every size. + other: Parts 1100.03D and 1200.01A, and contract G(7)d, set 150% of the poverty guideline for every size. + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_income_limit.py + - policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/fpg_rate.yaml prs: - https://github.com/PolicyEngine/policyengine-us/pull/9969 state: unreviewed - note: 'PE-US follows the eligibility provisions; verify whether the statement applies to a narrower payment situation. - Code not yet on main: fl_liheap eligibility.' + note: PE-US follows part 900.01D and the FY2025 matrix in FY2025, and the FY2026 plan and matrix from FY2026, since + the manual says to follow the current benefit matrix (page 9) (fl_liheap_income_limit.py, fpg_rate.yaml). - id: us-fl:liheap-large-household-contract-limit program: liheap years: @@ -1338,21 +1457,55 @@ candidates: sources: - kind: guidance citation: FY2026 LIHEAP State Plan item 2.1 and payment-matrix footnote - url: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=4 + url: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=8 - kind: guidance citation: Executed October 2025 LIHEAP amendment, Attachment A-2 §G8c - url: https://www.pbcgov.com/pubInf/Agenda/20260106/3E2.pdf#page=9 + url: https://www.pbcgov.com/pubInf/Agenda/20260106/3E2.pdf#page=12 readings: statute: No statute is supplied; the plan and operating materials use 60% SMI. other: The executed amendment specifies 150% poverty for household sizes nine and above. pe_us: follows: unknown - code: [] + code: + - policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_income_limit.py + - policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/fpg_rate.yaml prs: - https://github.com/PolicyEngine/policyengine-us/pull/9969 state: open - note: 'PE-US follows the represented operational rule of 60% SMI; resolve the grant-agreement contradiction. Code - not yet on main: fl_liheap income limit.' + note: 'PE-US follows the FY2026 plan and matrix, 60% SMI for every size (fpg_rate is 0 from October 2025); resolve the grant-agreement contradiction.' +- id: us-fl:liheap-minor-income + program: liheap + years: + from: 2025 + to: 2026 + type: federal-fiscal + question: Does Florida LIHEAP exclude all minors' income, as the current application and portal FAQ do, or count + the income of 16- and 17-year-olds who do not attend school full time, as manual part 1200.01D does? + sources: + - kind: form + citation: Florida statewide LIHEAP application, Monthly Household Income, p.1 + url: https://storage.googleapis.com/florida-liheap-relief-static-assets/Florida_LIHEAP_Application_English.pdf#page=1 + - kind: guidance + citation: Florida LIHEAP portal FAQ, income not counted + url: https://floridaliheap.com/faq + - kind: manual + citation: Florida LIHEAP manual part 1200.01D, p.49 + url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=49 + readings: + statute: No statute is supplied; the application asks for income of household members "except minors", and the + portal FAQ lists income of minors as not counted. + other: Part 1200.01D counts the income of members 18 and older and of 16- and 17-year-olds who do not attend + school full time. + pe_us: + follows: unknown + code: + - policyengine_us/variables/gov/states/fl/commerce/liheap/income/fl_liheap_countable_income.py + - policyengine_us/parameters/gov/states/fl/commerce/liheap/income/adult_age.yaml + prs: + - https://github.com/PolicyEngine/policyengine-us/pull/9969 + state: unreviewed + note: PE-US follows the current application and portal FAQ, so no income of a member under 18 counts + (fl_liheap_countable_income.py, adult_age.yaml). The application gives no effective date, so FY2025 is a backfill. - id: us-fl:liheap-size-13-income-limit program: liheap years: @@ -1367,13 +1520,13 @@ candidates: url: https://www.law.cornell.edu/uscode/text/42/8624 - kind: guidance citation: FY2026 LIHEAP State Plan item 2.1 - url: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=4 + url: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=8 - kind: form citation: FY2026 LIHEAP Payment Matrix size-13 row and footnote url: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf - kind: guidance citation: Florida LIHEAP portal FAQ size-13 income limit - url: null + url: https://floridaliheap.com/faq readings: statute: The federal ceiling is the greater of 150% poverty, $122,475 for 13, and 60% SMI; the state plan and footnote choose 60% SMI, $94,610. @@ -1382,12 +1535,15 @@ candidates: and $80,419. pe_us: follows: statute - code: [] + code: + - policyengine_us/variables/gov/states/fl/commerce/liheap/eligibility/fl_liheap_income_limit.py + - policyengine_us/variables/gov/hhs/hhs_smi.py + - policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/truncates_smi_limit.yaml + - policyengine_us/variables/gov/states/fl/commerce/liheap/fl_liheap.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/9969 state: unreviewed - note: 'Distinguish the federal maximum from Florida''s chosen limit and verify the apparently erroneous row. Code - not yet on main: fl_liheap income limit, liheap_smi_limit.' + note: 'PE-US uses 60% of SMI for size 13, within the federal ceiling, for the limit and the payment bands (fl_liheap_income_limit.py). Distinguish the federal maximum from Florida''s chosen limit and verify the apparently erroneous row.' - id: us-ga:liheap-income-floor-vs-smi-limit program: liheap years: @@ -4845,37 +5001,41 @@ candidates: from: 2025 to: 2025 type: federal-fiscal - question: Is the FY2025 four-person annual income limit $62,400 under the rule or $63,432 in the published table? + question: Do South Dakota's FY2025 income limits for households of one to three follow the plan's 60% of state + median income or the published table's 200% of the 2024 poverty guideline? sources: - - kind: regulation - citation: ARSD 67:15:01:10 - url: https://sdlegislature.gov/Rules/Administrative/67:15:01:10 + - kind: guidance + citation: FY2025 LIHEAP State Plan item 2.1, p.8 + url: https://liheapch.acf.gov/docs/2025/state-plans/SD_Plan_2025.pdf#page=8 - kind: agency-practice - citation: FY2025 table - url: null + citation: DSS 2024-2025 heating season income limits (archived January 14, 2025) + url: https://web.archive.org/web/20250114001211/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx readings: - statute: No statute supplied; the rule's min/max formula gives $62,400. - other: The published table gives $63,432. - example: The four-person annual limits differ by using $62,400 versus $63,432. + statute: No statute supplied; plan item 2.1 sets 60% of state median income for sizes 1-9 and 150% of the poverty + guideline for size 10. + other: The published table uses 200% of the 2024 guideline for sizes 1-3 and matches the plan for sizes 4-10. + example: One person's annual limit is $32,984 under the plan and $30,120 in the table. pe_us: follows: unknown - code: [] + code: + - policyengine_us/variables/gov/states/sd/dss/liheap/eligibility/sd_liheap_income_limit.py + - policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/table/amount.yaml + - policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/table/in_effect.yaml prs: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed - note: 'PE-US follows the printed table; obtain it and verify the discrepancy. Code not yet on main: sd_liheap - income limit parameters.' + note: PE-US follows the published table for the sizes it lists, from October 2024 (sd_liheap_income_limit.py, + table/in_effect.yaml). For sizes 4-7 the table also exceeds the model's FY2024 limit pattern. ARSD 67:15:01:10 + sets only the three-month income period, not a limit. - id: us-sd:liheap-2026-plan-income-limits program: liheap years: from: 2026 to: 2026 type: federal-fiscal - question: Do FY2026 limits follow the rule and DSS's published limits or the plan's 60% SMI? + question: Do South Dakota's FY2026 limits for households of four to six follow DSS's published limits, 200% of the + 2025 poverty guideline, or the plan's 60% of state median income? sources: - - kind: regulation - citation: ARSD 67:15:01:10 - url: https://sdlegislature.gov/Rules/Administrative/67:15:01:10 - kind: guidance citation: FY2026 LIHEAP State Plan section 2.1 (page 9) url: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=9 @@ -4883,17 +5043,22 @@ candidates: citation: DSS heating season income limits (2025-2026) url: https://web.archive.org/web/20260101052007/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx readings: - statute: No statute supplied; the rule and DSS give three-month limits of $16,075, $18,825 and $21,575 for sizes - 4-6. - other: The plan's 60% SMI gives $16,677, $19,345 and $22,014. + statute: No statute supplied; DSS's 2025-2026 limits, 200% of the 2025 guideline, are $16,075, $18,825 and $21,575 + a quarter for sizes 4-6. + other: The plan's 60% of state median income gives $16,677, $19,345 and $22,013 a quarter under the model's + flooring ($22,014 unrounded). pe_us: follows: unknown - code: [] + code: + - policyengine_us/variables/gov/states/sd/dss/liheap/eligibility/sd_liheap_income_limit.py + - policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/fpg_upper_rate.yaml + - policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/smi_rate.yaml + - policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/table/in_effect.yaml prs: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed - note: 'PE-US follows DSS''s limits, which match the rule; reconcile the plan''s 60%-SMI entry. Code not yet on - main: sd_liheap income limit parameters.' + note: PE-US follows DSS's 2025-2026 limits through the 200% cap (fpg_upper_rate.yaml), with the published table + off from October 2025 (sd_liheap_income_limit.py); reconcile the plan's 60%-SMI entry. - id: us-sd:liheap-cash-gifts program: liheap years: @@ -4914,12 +5079,13 @@ candidates: example: $12,000 of wages plus $2,400 of help counts as $14,400. pe_us: follows: unknown - code: [] + code: + - policyengine_us/parameters/gov/states/sd/dss/liheap/income/sources/unearned.yaml + - policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed - note: 'PE-US follows the rule and manual; verify whether the plan checkbox excludes a broader category. Code not - yet on main: sd_liheap_countable_income.' + note: 'PE-US follows the rule and manual: regular cash gifts count (income/sources/unearned.yaml); verify whether the plan checkbox excludes a broader category.' - id: us-sd:liheap-categorical-eligibility program: liheap years: @@ -4935,7 +5101,7 @@ candidates: url: https://sdlegislature.gov/Rules/Administrative/67:15:01:01 - kind: guidance citation: FY2026 plan section 1.4a (page 5) - url: null + url: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=5 - kind: manual citation: LIEAP manual, p. 12 url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/SD_Policy-and-Procedures-Manual2018.pdf#page=12 @@ -4944,12 +5110,12 @@ candidates: other: The manual also covers SNAP-considered members, Medicare Savings Program households and SSI recipients. pe_us: follows: unknown - code: [] + code: + - policyengine_us/variables/gov/states/sd/dss/liheap/eligibility/sd_liheap_eligible.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed - note: 'PE-US follows the rule and plan; establish which broader manual provisions remain operative. Code not yet - on main: sd_liheap_eligible.' + note: 'PE-US follows the rule and plan: every application member must receive SNAP (sd_liheap_eligible.py); establish which broader manual provisions remain operative.' - id: us-sd:liheap-gambling-winnings program: liheap years: @@ -4960,7 +5126,7 @@ candidates: sources: - kind: manual citation: Manual page 27 - url: null + url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/SD_Policy-and-Procedures-Manual2018.pdf#page=27 - kind: guidance citation: FY2026 LIHEAP State Plan section 1.9 (page 6) url: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=6 @@ -4969,12 +5135,13 @@ candidates: other: The unchecked plan entry indicates winnings are not counted. pe_us: follows: unknown - code: [] + code: + - policyengine_us/parameters/gov/states/sd/dss/liheap/income/sources/unearned.yaml + - policyengine_us/variables/gov/states/sd/dss/liheap/income/sd_liheap_countable_income.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed - note: 'PE-US follows the manual; verify the unchecked entry and applicable manual edition. Code not yet on main: - sd_liheap_countable_income.' + note: 'PE-US follows the manual: winnings count in full (income/sources/unearned.yaml); verify the unchecked entry and applicable manual edition.' - id: us-sd:liheap-kerosene-payment-method program: liheap years: @@ -4991,21 +5158,27 @@ candidates: - kind: manual citation: LIEAP Policy and Procedures Manual (2018), p. 31 url: https://liheapch.acf.gov/sites/default/files/webfiles/docs/SD_Policy-and-Procedures-Manual2018.pdf#page=31 + - kind: regulation + citation: ARSD 67:15:01:43.01 + url: https://sdlegislature.gov/Rules/Administrative/67:15:01:43.01 - kind: guidance - citation: DSS energy assistance page - url: null + citation: FY2026 LIHEAP State Plan item 9.1, p.22 + url: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=22 + - kind: guidance + citation: DSS energy assistance page (archived January 1, 2026) + url: https://web.archive.org/web/20260101052007/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx readings: statute: No statute supplied; the rule names only wood and coal for direct household payments, treating kerosene as a vendor fuel. other: The manual pays kerosene households the entire fuel-oil benefit by check. pe_us: follows: unknown - code: [] + code: + - policyengine_us/variables/gov/states/sd/dss/liheap/sd_liheap.py prs: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed - note: 'PE-US follows the manual; confirm the recipient and whether unpaid charges cap the award. Code not yet - on main: sd_liheap.' + note: 'PE-US follows the plan and rules, not the 2018 manual: only wood and coal are paid in full, so kerosene is capped at unpaid charges like fuel oil (sd_liheap.py). Confirm the recipient and whether unpaid charges cap the award.' - id: us-tx:family-planning-unearned-income-exclusions program: family-planning-program years: