Add Wisconsin WHEAP regular heating benefit

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

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+Add Wisconsin Home Energy Assistance Program regular heating benefit.

policyengine_us/parameters/gov/states/wi/doa/wheap/eligibility/fpg_year_lag.yaml

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+description: Wisconsin uses federal poverty guidelines from this many years before the modeled benefit year under the Home Energy Assistance Program.
+# Model year 2026 is federal fiscal year 2026, which uses the 2025 guidelines
+# ($15,650 plus $5,500 per added person). The federal 110% income floor uses
+# the same guideline year.
+values:
+  2025-10-01: 1
+metadata:
+  unit: year
+  period: year
+  label: Wisconsin WHEAP federal poverty guideline year lag
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, Computation!C6:C8
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/eligibility/smi_rate.yaml

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+description: Wisconsin limits income to this share of the state median income under the Home Energy Assistance Program.
+values:
+  2025-10-01: 0.6
+metadata:
+  unit: /1
+  period: year
+  label: Wisconsin WHEAP state median income rate
+  reference:
+    - title: Wis. Stat. 16.27(5)(b)
+      href: https://docs.legis.wisconsin.gov/statutes/statutes/16/i/27
+    - title: "Wisconsin PY26 WHEAP Manual, sections 2.3.1 and 3.3.1 and Appendix E #page 26,45,166"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=26
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, SMI_Lookup!A4:D23
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/income/adult_age.yaml

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+description: Wisconsin counts earned income only for household members at or above this age under the Home Energy Assistance Program.
+values:
+  2025-10-01: 18
+metadata:
+  unit: year
+  period: year
+  label: Wisconsin WHEAP adult earned income age
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, section 3.3.2 and Tables 3.4 and 3.6 #page 46,58-59"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=46

policyengine_us/parameters/gov/states/wi/doa/wheap/income/deductions.yaml

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+description: Wisconsin deducts these expenses from countable income under the Home Energy Assistance Program.
+# Only court-ordered child support paid is deductible; the input does not
+# distinguish voluntary payments. The Medicare premium deduction applies only
+# to Social Security and Railroad Retirement benefits, in the income formula.
+values:
+  2025-10-01:
+    - child_support_expense
+metadata:
+  unit: list
+  period: year
+  label: Wisconsin WHEAP income deductions
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, sections 3.3.2 item 5 and 3.3.3 and Table 3.5 #page 48-50,58"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=48

policyengine_us/parameters/gov/states/wi/doa/wheap/income/investment_minimum.yaml

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+description: Wisconsin counts a household member's combined interest and dividends only when they reach this annual amount under the Home Energy Assistance Program.
+values:
+  2025-10-01: 120
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin WHEAP interest and dividend minimum
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, section 3.3.2 item 3 and Tables 3.4 and 3.6 #page 47,55,59"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=47

policyengine_us/parameters/gov/states/wi/doa/wheap/income/retirement_distribution_age.yaml

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+description: Wisconsin counts all retirement account withdrawals as income for account owners at or above this age under the Home Energy Assistance Program.
+values:
+  2025-10-01: 73
+metadata:
+  unit: year
+  period: year
+  label: Wisconsin WHEAP retirement withdrawal age
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, section 3.3.2 item 7(g) and Table 3.6 #page 49,59"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=49

policyengine_us/parameters/gov/states/wi/doa/wheap/income/sources/earned.yaml

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+description: Wisconsin counts these sources as earned income for adults who are not high school students under the Home Energy Assistance Program.
+values:
+  2025-10-01:
+    - employment_income
+metadata:
+  unit: list
+  period: year
+  label: Wisconsin WHEAP earned income sources
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, section 3.3.2 and Tables 3.4 and 3.6 #page 46,58-60"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=46

policyengine_us/parameters/gov/states/wi/doa/wheap/income/sources/investment.yaml

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+description: Wisconsin combines these interest and dividend sources for each household member under the Home Energy Assistance Program.
+values:
+  2025-10-01:
+    - interest_income
+    - ordinary_dividend_income
+metadata:
+  unit: list
+  period: year
+  label: Wisconsin WHEAP interest and dividend sources
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, section 3.3.2 item 3 and Table 3.4 #page 47,55"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=47

policyengine_us/parameters/gov/states/wi/doa/wheap/income/sources/rental.yaml

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+description: Wisconsin includes these rental and royalty sources in the self-employment offset under the Home Energy Assistance Program.
+# Land rent is entered as rental income type (R), which section 3.3.5
+# offsets. The $120 land rent threshold and rent paid by other household
+# members are not modeled.
+values:
+  2025-10-01:
+    - rental_income
+    - farm_rent_income
+metadata:
+  unit: list
+  period: year
+  label: Wisconsin WHEAP rental income sources
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, section 3.3.5 and Table 3.4 #page 50-51,56"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=50

policyengine_us/parameters/gov/states/wi/doa/wheap/income/sources/self_employment.yaml

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+description: Wisconsin nets these self-employment sources across sources and household members under the Home Energy Assistance Program.
+# Net business inputs are used without a further expense deduction. Income
+# reported on a Self-Generated Income Report Form is not separable.
+values:
+  2025-10-01:
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+metadata:
+  unit: list
+  period: year
+  label: Wisconsin WHEAP self-employment income sources
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, section 3.3.5 and Table 3.4 #page 50-51,56"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=50

policyengine_us/parameters/gov/states/wi/doa/wheap/income/sources/unearned.yaml

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+description: Wisconsin counts these sources as unearned income under the Home Energy Assistance Program.
+# Gift income beyond financial_assistance, tribal per capita payments and land
+# contract interest have no input. PY27 Table 3.6 ignores gambling winnings;
+# FFY2027 is not encoded.
+values:
+  2025-10-01:
+    - ssi
+    # The state SSI line excludes SSI-E (wi_ssi_e).
+    - wi_ssp_regular
+    - wi_cts
+    - pension_income
+    - military_retirement_income
+    - veterans_benefits
+    - workers_compensation
+    - disability_benefits
+    - alimony_income
+    - child_support_received
+    - strike_benefits
+    - general_assistance
+    - gambling_winnings
+    - estate_income
+    - financial_assistance
+    - survivor_benefits
+metadata:
+  unit: list
+  period: year
+  label: Wisconsin WHEAP unearned income sources
+  reference:
+    - title: "Wisconsin PY26 WHEAP Manual, sections 3.3.2-3.3.3 and Table 3.4 #page 48-49,55-58"
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=48

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/benefit_ratio.yaml

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+description: Wisconsin subtracts the household poverty ratio from this constant in the regular heating benefit formula under the Home Energy Assistance Program.
+values:
+  2025-10-01: 2.66667
+metadata:
+  unit: /1
+  period: year
+  label: Wisconsin WHEAP benefit ratio constant
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, Computation!C15 and C39
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/electric_baseload_rate.yaml

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+description: Wisconsin removes this share of the reported electric bill as non-heating use when electricity is the heating fuel under the Home Energy Assistance Program.
+# HE+ removes the baseload only when one meter serves heat and other uses
+# (Computation!C22); heat-only meters are not identified.
+values:
+  2025-10-01: 0.6
+metadata:
+  unit: /1
+  period: year
+  label: Wisconsin WHEAP electric baseload rate
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, Benefits!D19 and Computation!C19, C22
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx
+    - title: Wisconsin PY26 WHEAP Manual, section 2.3.1
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=26

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/funding_factor.yaml

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+description: Wisconsin divides the regular heating benefit formula by this funding factor under the Home Energy Assistance Program.
+values:
+  2025-10-01: 2.94269
+metadata:
+  unit: /1
+  period: year
+  label: Wisconsin WHEAP funding factor
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, Computation!C16 and C39
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/maximum.yaml

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+description: Wisconsin limits the regular heating benefit to this amount under the Home Energy Assistance Program.
+# The FFY2026 proxy table and formula constants yield at most $2,574, so the
+# cap does not bind. Calculator Computation!C17 sets $2,575 and the ACF-posted
+# plan item 2.6 prints $2,147, which would bind for single-family fuel oil
+# homes of 5-9 rooms. FFY2027 plan item 2.6 sets $2,784 from 2026-10-01;
+# FFY2027 is not encoded.
+values:
+  2025-10-01: 2_580
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin WHEAP maximum benefit
+  reference:
+    - title: Wisconsin LIHEAP State Plan FFY2026, agency-posted edition, section 2.6
+      href: https://web.archive.org/web/20260316195114/https://energyandhousing.wi.gov/Documents/WHEAP/LiheapPlan_FFY2026.pdf#page=7

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/minimum.yaml

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+description: Wisconsin pays no regular heating benefit below this amount under the Home Energy Assistance Program.
+values:
+  2025-10-01: 30
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin WHEAP minimum benefit
+  reference:
+    - title: Wisconsin PY26 WHEAP Manual, section 2.3.1
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=26
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, Computation!C18 and C42
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx
+    - title: Wisconsin LIHEAP State Plan FFY2026, section 2.6
+      href: https://liheapch.acf.gov/docs/2026/state-plans/WI_Plan_2026.pdf#page=12

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/poverty_ratio/maximum.yaml

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+description: Wisconsin caps the household poverty ratio at this value in the regular heating benefit formula under the Home Energy Assistance Program.
+values:
+  2025-10-01: 2.15
+metadata:
+  unit: /1
+  period: year
+  label: Wisconsin WHEAP maximum poverty ratio
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, Computation!C10
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/poverty_ratio/minimum.yaml

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+description: Wisconsin floors the household poverty ratio at this value in the regular heating benefit formula under the Home Energy Assistance Program.
+values:
+  2025-10-01: 0.6
+metadata:
+  unit: /1
+  period: year
+  label: Wisconsin WHEAP minimum poverty ratio
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, Computation!C11
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/proxy/base/electricity.yaml

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+description: Wisconsin sets this base heat proxy amount for electricity heat by dwelling type under the Home Energy Assistance Program.
+# The motel or camper row is the rooming house, motel and hotel row of the
+# calculator. Cells the calculator flags as estimated (IsFake) are used as
+# published.
+SINGLE_FAMILY:
+  2025-10-01: 261
+TWO_TO_FOUR_UNITS:
+  2025-10-01: 207
+APARTMENT:
+  2025-10-01: 88
+MOBILE_HOME:
+  2025-10-01: 227
+MOTEL_OR_CAMPER:
+  2025-10-01: 88
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin WHEAP electricity base heat proxy
+  breakdown:
+    - wi_wheap_dwelling_type
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, HT_Proxy!F7, F12, F17, F22, F27
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/proxy/base/fuel_oil.yaml

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+description: Wisconsin sets this base heat proxy amount for fuel oil heat by dwelling type under the Home Energy Assistance Program.
+# The motel or camper row is the rooming house, motel and hotel row of the
+# calculator. Cells the calculator flags as estimated (IsFake) are used as
+# published.
+SINGLE_FAMILY:
+  2025-10-01: 1_221
+TWO_TO_FOUR_UNITS:
+  2025-10-01: 1_335
+APARTMENT:
+  2025-10-01: 1_335
+MOBILE_HOME:
+  2025-10-01: 1_521
+MOTEL_OR_CAMPER:
+  2025-10-01: 1_335
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin WHEAP fuel oil base heat proxy
+  breakdown:
+    - wi_wheap_dwelling_type
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, HT_Proxy!F4, F9, F14, F19, F24
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/proxy/base/natural_gas.yaml

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+description: Wisconsin sets this base heat proxy amount for natural gas heat by dwelling type under the Home Energy Assistance Program.
+# The motel or camper row is the rooming house, motel and hotel row of the
+# calculator. Cells the calculator flags as estimated (IsFake) are used as
+# published.
+SINGLE_FAMILY:
+  2025-10-01: 354
+TWO_TO_FOUR_UNITS:
+  2025-10-01: 297
+APARTMENT:
+  2025-10-01: 116
+MOBILE_HOME:
+  2025-10-01: 471
+MOTEL_OR_CAMPER:
+  2025-10-01: 116
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin WHEAP natural gas base heat proxy
+  breakdown:
+    - wi_wheap_dwelling_type
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, HT_Proxy!F5, F10, F15, F20, F25
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/proxy/base/propane.yaml

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+description: Wisconsin sets this base heat proxy amount for propane heat by dwelling type under the Home Energy Assistance Program.
+# The motel or camper row is the rooming house, motel and hotel row of the
+# calculator. Cells the calculator flags as estimated (IsFake) are used as
+# published.
+SINGLE_FAMILY:
+  2025-10-01: 736
+TWO_TO_FOUR_UNITS:
+  2025-10-01: 751
+APARTMENT:
+  2025-10-01: 751
+MOBILE_HOME:
+  2025-10-01: 723
+MOTEL_OR_CAMPER:
+  2025-10-01: 751
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin WHEAP propane base heat proxy
+  breakdown:
+    - wi_wheap_dwelling_type
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, HT_Proxy!F6, F11, F16, F21, F26
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/proxy/base/wood_other.yaml

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+description: Wisconsin sets this base heat proxy amount for wood or other fuels heat by dwelling type under the Home Energy Assistance Program.
+# The motel or camper row is the rooming house, motel and hotel row of the
+# calculator. Cells the calculator flags as estimated (IsFake) are used as
+# published.
+SINGLE_FAMILY:
+  2025-10-01: 524
+TWO_TO_FOUR_UNITS:
+  2025-10-01: 440
+APARTMENT:
+  2025-10-01: 172
+MOBILE_HOME:
+  2025-10-01: 697
+MOTEL_OR_CAMPER:
+  2025-10-01: 172
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin WHEAP wood or other fuels base heat proxy
+  breakdown:
+    - wi_wheap_dwelling_type
+  reference:
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, HT_Proxy!F8, F13, F18, F23, F28
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx

policyengine_us/parameters/gov/states/wi/doa/wheap/payment/proxy/cap_rate.yaml

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+description: Wisconsin caps the heating cost used for the regular heating benefit at this multiple of the heat proxy amount under the Home Energy Assistance Program.
+values:
+  2025-10-01: 2
+metadata:
+  unit: /1
+  period: year
+  label: Wisconsin WHEAP heat proxy cap rate
+  reference:
+    - title: Wisconsin PY26 WHEAP Manual, section 2.3.1 item 3
+      href: https://web.archive.org/web/20260428215048/https://energyandhousing.wi.gov/Documents/WHEAP/WheapManual_PY26.pdf#page=27
+    - title: Wisconsin HE+ Benefit Calculator FFY2026, Computation!C30 and C33
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/WI_BenefitMatrix_2026.xlsx