Add Tennessee LIHEAP regular energy assistance

changelog.d/tn-liheap-wave1d.added.md

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+Add Tennessee LIHEAP regular energy assistance.

policyengine_us/parameters/gov/states/tn/thda/liheap/eligibility/fpg_rate.yaml

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+description: Tennessee sets the regular assistance income limit at this multiple of the federal poverty guideline, by household size, under the Low Income Home Energy Assistance Program.
+# A zero rate means the state median income limit applies. FY2026 uses 60% of
+# state median income for every size. FY2027 uses 150% of the poverty
+# guideline for sizes 9 and over, with upper limits rounded down to the
+# nearest dollar. The draft plan lists sizes 9-15 and the draft manual sizes
+# 9-16; larger households carry the same rate. The LI-12 matrix prints size
+# 13-16 ceilings of $125,910 to $150,660, below 150% of the 2026 guideline
+# ($126,180 to $151,740); these sizes follow the stated 150% rule.
+brackets:
+  - threshold:
+      2025-10-01: 0
+    amount:
+      2025-10-01: 0
+  - threshold:
+      2025-10-01: 9
+    amount:
+      2025-10-01: 0
+      2026-10-01: 1.5
+
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: /1
+  period: year
+  label: Tennessee LIHEAP poverty guideline income limit rate
+  reference:
+    - title: Tennessee FY2026 LIHEAP State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/TN_Plan_2026.pdf#page=8
+    - title: "Tennessee FY2027 LIHEAP State Plan (draft), Sections 2.1 and 2.5 #page 9,12"
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/DETAILED-MODEL-PLAN-LIHEAP_10_01_2026.pdf#page=9
+    - title: Tennessee LIHEAP 2027 Policy Manual (draft), Section 2.10
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/DRAFT-LIHEAP-2027-Policy-Manual-7-11-2026.pdf#page=27
+    - title: "Tennessee FY2027 LIHEAP Benefit Matrix (LI-12), household sizes 9-16 #page 3-4"
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/2027-LIHEAP-LI-12-Eligible-Income-Benefit-Matrix.pdf#page=3

policyengine_us/parameters/gov/states/tn/thda/liheap/eligibility/fpg_year_lag.yaml

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+description: Tennessee uses the federal poverty guidelines from this many years before the model year for the poverty-based income limit, matrix income groups and federal income floor under the Low Income Home Energy Assistance Program.
+# HHS made the 2025 guidelines mandatory for LIHEAP from October 1, 2025, so
+# model period 2026 (FY2026) uses the 2025 guidelines and 2027 (FY2027) the
+# 2026 guidelines. The FY2026 matrix income groups and the FY2027 size 9-12
+# ceilings reproduce from these guideline years.
+values:
+  2025-10-01: 1
+
+metadata:
+  unit: year
+  period: year
+  label: Tennessee LIHEAP poverty guideline year lag
+  reference:
+    - title: LIHEAP IM 2025-02, Attachment 2, poverty guidelines for mandatory use in FY26
+      href: https://acf.gov/sites/default/files/documents/ocs/COMM_LIHEAP_IM2025-02_FPGSte-Table_Att2.pdf#page=1
+    - title: 42 U.S.C. 8624(b)(2)(B)
+      href: https://www.law.cornell.edu/uscode/text/42/8624#b_2_B
+    - title: Tennessee LIHEAP 2026 Benefit Matrix, income start and end
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/2026-LIHEAP-Eligible-Income-Household-Size-Benefits.pdf
+    - title: Tennessee FY2027 LIHEAP Benefit Matrix (LI-12), household sizes 9-12
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/2027-LIHEAP-LI-12-Eligible-Income-Benefit-Matrix.pdf#page=3

policyengine_us/parameters/gov/states/tn/thda/liheap/eligibility/smi_rate.yaml

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+description: Tennessee limits regular assistance income to this share of state median income under the Low Income Home Energy Assistance Program.
+# FY2026 applies this rate to every household size. FY2027 applies it to
+# sizes 1-8; fpg_rate sets 150% of the poverty guideline for sizes 9 and over.
+values:
+  2025-10-01: 0.6
+
+metadata:
+  unit: /1
+  period: year
+  label: Tennessee LIHEAP state median income rate
+  reference:
+    - title: Tennessee FY2026 LIHEAP State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/TN_Plan_2026.pdf#page=8
+    - title: Tennessee LIHEAP 2026 Policy Manual, Section 2.10
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/LIHEAP-2026-Policy-Manual-for-Tennessee.pdf#page=24
+    - title: Tennessee LIHEAP 2026 Benefit Matrix, income end
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/2026-LIHEAP-Eligible-Income-Household-Size-Benefits.pdf
+    - title: Tennessee FY2027 LIHEAP State Plan (draft), Section 2.1
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/DETAILED-MODEL-PLAN-LIHEAP_10_01_2026.pdf#page=9
+    - title: Tennessee LIHEAP 2027 Policy Manual (draft), Section 2.10
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/DRAFT-LIHEAP-2027-Policy-Manual-7-11-2026.pdf#page=27

policyengine_us/parameters/gov/states/tn/thda/liheap/income/earned_income_min_age.yaml

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+description: Tennessee counts the earned income of household members at least this age who are not tax-unit dependents under the Low Income Home Energy Assistance Program.
+# The FY2026 plan leaves the earned income of a child under 18 unchecked, and
+# the manual defines a child as any member under 18. The manual also excludes
+# the earned income of a dependent 18 or older and of a dependent in school
+# living with a parent or guardian; tax-unit dependency stands in for both,
+# because no input records the dependency relationship the manual names.
+values:
+  2025-10-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Tennessee LIHEAP earned income minimum age
+  reference:
+    - title: "Tennessee LIHEAP 2026 Policy Manual, Sections 1.2 and 2.13 #page 8,28"
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/LIHEAP-2026-Policy-Manual-for-Tennessee.pdf#page=8
+    - title: Tennessee FY2026 LIHEAP State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2026/state-plans/TN_Plan_2026.pdf#page=6
+    - title: Tennessee LIHEAP 2027 Policy Manual (draft), Section 2.13 exclusions
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/DRAFT-LIHEAP-2027-Policy-Manual-7-11-2026.pdf#page=30

policyengine_us/parameters/gov/states/tn/thda/liheap/income/interest_threshold.yaml

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+description: Tennessee counts a household member's interest income only when it exceeds this annual amount under the Low Income Home Energy Assistance Program.
+# Interest counts only if it exceeds $200 annually and is withdrawn. No input
+# records withdrawals, so interest above the threshold is assumed withdrawn
+# and counts in full; interest at or below it is not counted. Section 2.13
+# names no unit for the $200 threshold; the model applies it to each member's
+# interest. The draft 2027 manual lists "Dividends and/or interest that $200
+# annually and is withdrawn", which may extend the threshold to dividends. The
+# model keeps the 2026 manual's interest-only threshold, with dividends
+# counted in full, until a final 2027 manual is posted.
+values:
+  2025-10-01: 200
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Tennessee LIHEAP interest income threshold
+  reference:
+    - title: Tennessee LIHEAP 2026 Policy Manual, Section 2.13
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/LIHEAP-2026-Policy-Manual-for-Tennessee.pdf#page=27
+    - title: Tennessee LIHEAP 2027 Policy Manual (draft), Section 2.13
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/DRAFT-LIHEAP-2027-Policy-Manual-7-11-2026.pdf#page=29

policyengine_us/parameters/gov/states/tn/thda/liheap/income/sources/earned.yaml

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+description: Tennessee counts these sources as earned income of adult members who are not tax-unit dependents under the Low Income Home Energy Assistance Program.
+# Wages, commissions, salaries and tips before deductions, and net receipts
+# from a person's own business or an owned or rented farm after business or
+# farm expenses. The existing net business inputs get no further deduction,
+# and each source is floored at zero, so a loss in one source cannot offset
+# another.
+values:
+  2025-10-01:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+
+metadata:
+  unit: list
+  period: year
+  label: Tennessee LIHEAP earned income sources
+  reference:
+    - title: Tennessee LIHEAP 2026 Policy Manual, Section 2.13
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/LIHEAP-2026-Policy-Manual-for-Tennessee.pdf#page=27
+    - title: "Tennessee FY2026 LIHEAP State Plan, Sections 1.8-1.9 #page 5-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/TN_Plan_2026.pdf#page=5

policyengine_us/parameters/gov/states/tn/thda/liheap/income/sources/net_of_medicare.yaml

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+description: Tennessee deducts Medicare premiums from Social Security and these benefit sources under the Low Income Home Energy Assistance Program.
+# Section 2.13 counts net income from Social Security, pensions (private and
+# government, including military retirement pay) and VA benefits, excluding
+# Medicare premiums. Railroad retirement annuities are government pensions,
+# and the Railroad Retirement Board withholds Part B premiums from them.
+# Military retirement income includes survivor benefit plan annuities.
+# tn_liheap_countable_income adds each member's Social Security to these
+# sources, each floored at zero, and subtracts the member's Medicare Part A
+# and Part B premiums, flooring the result at zero.
+values:
+  2025-10-01:
+    - railroad_benefits
+    - veterans_benefits
+    # Private and government pensions, annuities and regular insurance
+    # payments.
+    - pension_income
+    - military_retirement_income
+
+metadata:
+  unit: list
+  period: year
+  label: Tennessee LIHEAP benefit sources net of Medicare premiums
+  reference:
+    - title: Tennessee LIHEAP 2026 Policy Manual, Section 2.13
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/LIHEAP-2026-Policy-Manual-for-Tennessee.pdf#page=27
+    - title: Tennessee LIHEAP 2027 Policy Manual (draft), Section 2.13
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/DRAFT-LIHEAP-2027-Policy-Manual-7-11-2026.pdf#page=29
+    - title: Tennessee FY2026 LIHEAP State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2026/state-plans/TN_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/tn/thda/liheap/income/sources/unearned.yaml

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+description: Tennessee counts these sources as unearned income of all household members under the Low Income Home Energy Assistance Program.
+values:
+  2025-10-01:
+    - ssi
+    - general_assistance
+    - total_unemployment_compensation
+    # Strike benefits from union funds.
+    - strike_benefits
+    - workers_compensation
+    - child_support_received
+    - alimony_income
+    # Money regularly received from an absent family member or someone not
+    # living in the household.
+    - financial_assistance
+    - survivor_benefits
+    - disability_benefits
+    - ordinary_dividend_income
+    # Net rental income.
+    - rental_income
+    - farm_rent_income
+    # Periodic receipts from estates or trusts.
+    - estate_income
+# Social Security, railroad retirement, pensions, military retirement and VA
+# benefits are counted net of Medicare premiums through net_of_medicare.
+# Interest above the annual threshold, net gambling winnings and TANF
+# (Families First) are counted in tn_liheap_countable_income. Capital gains,
+# bank withdrawals, sale proceeds, tax refunds, gifts, loans, inheritances and
+# SNAP are excluded. Retirement-account (IRA or 401(k)) withdrawals are not
+# counted either: the Section 2.13 income list names pensions, annuities and
+# regular insurance payments but not retirement-account withdrawals, and the
+# exclusions name only bank-account withdrawals, so the model treats
+# retirement-account withdrawals like bank withdrawals. Black Lung benefits
+# with their first $20 monthly disregard, royalties, severance pay, adoption
+# assistance, training stipends, military family allotments and irregular
+# income have no existing input.
+metadata:
+  unit: list
+  period: year
+  label: Tennessee LIHEAP unearned income sources
+  reference:
+    - title: "Tennessee LIHEAP 2026 Policy Manual, Section 2.13 #page 27-28"
+      href: https://dogvxws799i6n.cloudfront.net/wp-content/uploads/LIHEAP-2026-Policy-Manual-for-Tennessee.pdf#page=27
+    - title: "Tennessee FY2026 LIHEAP State Plan, Sections 1.8-1.9 #page 5-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/TN_Plan_2026.pdf#page=5