From fb357f94fbfc91fd0b2d34ab28e23ec2b89162b0 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Wed, 21 Oct 2026 09:28:58 -0400 Subject: [PATCH 1/3] Point the FL and SD LIHEAP conflict candidates at their code on main #10287 wrote these candidates while #9969 (FL) and #9974 (SD) were open, so each said its code was not on main. Both have merged. Each candidate now lists the files that decide it, and its note says which source that code follows, as read on main. One note changes substance: SD's merged code caps kerosene at unpaid charges like fuel oil, following the plan and rules, not the 2018 manual's full payment by check. The SD 2025 table candidate gets the archived DSS page as its source. Two FL conflicts recorded in the merged code had no candidate: the FY2026 plan's payment estimate against the October 2025 matrix, and manual part 900.01D against parts 1100.03D and 1200.01A and contract G(7)d on the income limit. Co-Authored-By: Claude Opus 5.5 --- ...urce-conflict-liheap-candidates.changed.md | 1 + source_conflicts/candidates.yaml | 132 ++++++++++++++---- 2 files changed, 104 insertions(+), 29 deletions(-) create mode 100644 changelog.d/source-conflict-liheap-candidates.changed.md 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..25a718b0f91 --- /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 two Florida candidates. diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 7d8c41658c6..49ad8f36664 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -1322,12 +1322,80 @@ candidates: 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-limit-manual-sections + program: liheap + years: + from: 2025 + to: 2026 + type: federal-fiscal + question: Is Florida LIHEAP's heating income limit set by state median income, as manual part 900.01D, the plans + and the matrices set it, 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: 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: @@ -1347,12 +1415,13 @@ candidates: 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-size-13-income-limit program: liheap years: @@ -1382,12 +1451,13 @@ 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 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: @@ -4819,20 +4889,22 @@ candidates: citation: ARSD 67:15:01:10 url: https://sdlegislature.gov/Rules/Administrative/67:15:01:10 - 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. 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 2024-2025 table for the sizes it lists (sd_liheap_income_limit.py, with the table in effect from October 2024). Verify why the table departs from the rule for sizes 4-7.' - id: us-sd:liheap-2026-plan-income-limits program: liheap years: @@ -4856,12 +4928,12 @@ candidates: other: The plan's 60% SMI gives $16,677, $19,345 and $22,014. pe_us: follows: unknown - code: [] + code: + - policyengine_us/variables/gov/states/sd/dss/liheap/eligibility/sd_liheap_income_limit.py 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, which match the rule (sd_liheap_income_limit.py); reconcile the plan''s 60%-SMI entry.' - id: us-sd:liheap-cash-gifts program: liheap years: @@ -4882,12 +4954,13 @@ 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: @@ -4912,12 +4985,12 @@ 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: @@ -4937,12 +5010,13 @@ 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: @@ -4968,12 +5042,12 @@ candidates: 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: From 9756a17d0edeb856a287f6f51b0ce4da2c16a778 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Thu, 22 Oct 2026 08:24:24 -0400 Subject: [PATCH 2/3] Add the FL floor and minors' income candidates; reframe the SD limits From DTrim99's review and a Sol review of #10349. - Two more conflicts the merged FL code records had no candidate. The first is the federal 110% poverty floor against the 60% SMI limit from household size 15 (statute against guidance; PE-US follows the statute). The second is minors' income: the current application and portal FAQ against manual part 1200.01D. Every value is checked against the merged code and its tests: the floor case's $98,320 limit and $101,915 floor are fl_liheap.yaml's Case 27. - The SD income-limit entries credited ARSD 67:15:01:10 with a limit formula it doesn't contain; it sets only the three-month income period. FY2025 is now the plan's 60% of SMI against the published table's 200% of the 2024 guideline for sizes 1-3: $32,984 against $30,120 for one person, as table/amount.yaml records. FY2026 is DSS's 200% of the 2025 guideline against the plan's 60% of SMI. Its $22,013 is the model's flooring, and $22,014 is unrounded. - Anchors and sources: - FY2026 plan item 2.1 is on page 8, not 4. - Contract G(8)c is on page 12, not 9. - The null URLs are filled from the merged code's references. - The FL manual-sections entry gets the plans, the matrix and the manual's "current matrix" page. - Kerosene gets plan item 9.1 and ARSD 67:15:01:43.01. - The FL size-13 and SD 2026 entries list the remaining deciding files. Co-Authored-By: Claude Opus 5.5 --- ...urce-conflict-liheap-candidates.changed.md | 2 +- source_conflicts/candidates.yaml | 149 ++++++++++++++---- 2 files changed, 122 insertions(+), 29 deletions(-) diff --git a/changelog.d/source-conflict-liheap-candidates.changed.md b/changelog.d/source-conflict-liheap-candidates.changed.md index 25a718b0f91..af4aabd90be 100644 --- a/changelog.d/source-conflict-liheap-candidates.changed.md +++ b/changelog.d/source-conflict-liheap-candidates.changed.md @@ -1 +1 @@ -Point the Florida and South Dakota LIHEAP source-conflict candidates at their code on main, and add two Florida candidates. +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 49ad8f36664..4e168698f1d 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -1315,7 +1315,7 @@ 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. @@ -1363,15 +1363,48 @@ candidates: 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, so they keep the + band 4 base of $200. + 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 + 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 set by state median income, as manual part 900.01D, the plans - and the matrices set it, 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? + 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 @@ -1379,6 +1412,18 @@ candidates: - 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: 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 @@ -1406,10 +1451,10 @@ 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. @@ -1422,6 +1467,39 @@ candidates: - https://github.com/PolicyEngine/policyengine-us/pull/9969 state: open 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: @@ -1436,13 +1514,13 @@ 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. @@ -1454,6 +1532,8 @@ candidates: 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 @@ -4883,18 +4963,20 @@ 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: 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: @@ -4904,18 +4986,18 @@ candidates: prs: - https://github.com/PolicyEngine/policyengine-us/pull/9974 state: unreviewed - note: 'PE-US follows the published 2024-2025 table for the sizes it lists (sd_liheap_income_limit.py, with the table in effect from October 2024). Verify why the table departs from the rule for sizes 4-7.' + 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 @@ -4923,17 +5005,22 @@ 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: - 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 2025-2026 limits, which match the rule (sd_liheap_income_limit.py); reconcile the plan''s 60%-SMI entry.' + 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: @@ -4976,7 +5063,7 @@ 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 @@ -5001,7 +5088,7 @@ 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 @@ -5033,9 +5120,15 @@ 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. From 13f1f45b91ed806c80cb686559002804f54310d7 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Thu, 22 Oct 2026 11:31:44 -0400 Subject: [PATCH 3/3] Cite the FY2025 FL LIHEAP matrix; list the floor candidate's lag and band files Review nits from the round-2 review of #10349: - us-fl:liheap-income-limit-manual-sections now cites the FY2025 payment matrix the code follows. - us-fl:liheap-income-floor-vs-smi-limit lists fpg_year_lag.yaml and fl_liheap.py, which its numbers rest on, and says the band 4 base is the model's estimate. Co-Authored-By: Claude Opus 5.5 --- source_conflicts/candidates.yaml | 10 ++++++++-- 1 file changed, 8 insertions(+), 2 deletions(-) diff --git a/source_conflicts/candidates.yaml b/source_conflicts/candidates.yaml index 4e168698f1d..1196cab138b 100644 --- a/source_conflicts/candidates.yaml +++ b/source_conflicts/candidates.yaml @@ -1385,13 +1385,16 @@ candidates: 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, so they keep the - band 4 base of $200. + 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 @@ -1415,6 +1418,9 @@ candidates: - 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