Add Rhode Island LIHEAP regular heating assistance

changelog.d/ri-liheap-wave2a.added.md

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+Add Rhode Island LIHEAP regular heating assistance, income and heating eligibility with the federal 110% poverty floor, including heat-in-rent grants and the qualifying utility enhancement. Earlier years backfill the researched FY2026 schedule as unverified estimates.

policyengine_us/parameters/gov/states/ri/dhs/liheap/eligibility/smi_rate.yaml

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+description: Rhode Island limits annual income to this share of state median income under the Low Income Home Energy Assistance Program.
+# Floor the four-person share before size adjustment, then floor the result.
+# This ordering reconciles all 14 published annual limits; the source does
+# not expressly prescribe the rounding order.
+values:
+  2025-10-01: 0.6
+
+metadata:
+  unit: /1
+  period: year
+  label: Rhode Island LIHEAP state median income rate
+  reference:
+    - title: Rhode Island FY2026 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/RI_Plan_2026.pdf#page=8
+    - title: Rhode Island FY2026 Income Eligibility Matrix
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/RI_BenefitMatrix_2026.pdf

policyengine_us/parameters/gov/states/ri/dhs/liheap/fpg_year_lag.yaml

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+description: Rhode Island uses the federal poverty guidelines from this many years before the model year for payment bands and the federal income floor under the Low Income Home Energy Assistance Program.
+# The FY2026 matrix uses the 2025 guidelines, which HHS made mandatory for LIHEAP
+# from October 1, 2025, so model period 2026 (FY2026) uses the 2025 guidelines
+# and 2027 (FY2027) the 2026 guidelines, for both the bands and the floor.
+# Backfilled years use their corresponding lagged guidelines and are unverified.
+values:
+  2025-10-01: 1
+
+metadata:
+  unit: year
+  period: year
+  label: Rhode Island LIHEAP poverty guideline year lag
+  reference:
+    - title: Rhode Island FY2026 Grant Amounts and Income Eligibility Matrix, note 2
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/RI_BenefitMatrix_2026.pdf
+    - 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: LIHEAP IM 2026-01, poverty guidelines for optional use in FY26 and mandatory use in FY27
+      href: https://acf.gov/ocs/policy-guidance/liheap-im2026-01-federal-poverty-guidelines-fpg-and-state-median-income-smi

policyengine_us/parameters/gov/states/ri/dhs/liheap/income/deduction_sources.yaml

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+description: Rhode Island uses these expenses as income deductions under the Low Income Home Energy Assistance Program.
+values:
+  2025-10-01:
+    # Amounts approximate verified court orders. Existing inputs cannot
+    # establish the allowable court-ordered maximum or whether every payment
+    # was made.
+    - child_support_expense
+    - alimony_expense
+    # Manual Section III.H, page 21, deducts "All Medicare expenses, including
+    # prescriptions." FY2026 plan Section 1.9, page 6, counts Social Security
+    # "Including MediCare deduction". Only DHS's draft FFY2027 plan summary
+    # glosses this, as "meaning the Medicare amount deducted is not counted";
+    # read that way, the plan agrees with the manual. The draft is cited until
+    # DHS posts the final FFY2027 summary.
+    # The Part B premium is the only Medicare expense with an input; prescription
+    # and other Medicare costs are not deducted.
+    - medicare_part_b_premium
+
+metadata:
+  unit: list
+  period: year
+  label: Rhode Island LIHEAP income deduction sources
+  reference:
+    - title: Rhode Island LIHEAP Manual, Section III.H Deductions from Income
+      href: https://ripuc.ri.gov/eventsactions/docket/4290-DHS-DR-PUC%203-6%20attachment%20LIHEAP%20Manual%202020%20-%20Final.pdf#page=21
+    - title: Rhode Island FY2026 State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2026/state-plans/RI_Plan_2026.pdf#page=6
+    - title: Rhode Island DHS Draft Summary of the FFY2027 LIHEAP State Plan, Countable Income
+      href: https://dhs.ri.gov/media/11711/download?language=en#page=3

policyengine_us/parameters/gov/states/ri/dhs/liheap/income/interest_exclusion.yaml

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+description: Rhode Island excludes this annual amount of household interest income under the Low Income Home Energy Assistance Program.
+values:
+  2025-10-01: 500
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Rhode Island LIHEAP annual interest exclusion
+  reference:
+    - title: Rhode Island LIHEAP Manual, Section III.G Income Exclusions Allowed by DHS
+      href: https://ripuc.ri.gov/eventsactions/docket/4290-DHS-DR-PUC%203-6%20attachment%20LIHEAP%20Manual%202020%20-%20Final.pdf#page=20
+    - title: Rhode Island FY2026 LIHEAP Application Instructions, Appendix H (May 2025), Dividend or Interest Income
+      href: https://dhs.ri.gov/media/9671/download?language=en#page=2

policyengine_us/parameters/gov/states/ri/dhs/liheap/income/minimum_income_age.yaml

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+description: Rhode Island excludes the income of members below this age under the Low Income Home Energy Assistance Program.
+values:
+  2025-10-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Rhode Island LIHEAP minimum income age
+  reference:
+    - title: Rhode Island LIHEAP Manual, Section III.G Income Exclusions Allowed by DHS
+      href: https://ripuc.ri.gov/eventsactions/docket/4290-DHS-DR-PUC%203-6%20attachment%20LIHEAP%20Manual%202020%20-%20Final.pdf#page=20

policyengine_us/parameters/gov/states/ri/dhs/liheap/income/rental_income_rate.yaml

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+description: Rhode Island uses this share of rental income as countable income under the Low Income Home Energy Assistance Program.
+# The manual gives the same rental rule on pages 16 and 20.
+# Existing rental fields may contain net data; they approximate gross rents.
+values:
+  2025-10-01: 0.5
+
+metadata:
+  unit: /1
+  period: year
+  label: Rhode Island LIHEAP rental income inclusion rate
+  reference:
+    - title: "Rhode Island LIHEAP Manual, Sections III.E and III.G Rental Income #page 16,20"
+      href: https://ripuc.ri.gov/eventsactions/docket/4290-DHS-DR-PUC%203-6%20attachment%20LIHEAP%20Manual%202020%20-%20Final.pdf#page=16
+    - title: Rhode Island LIHEAP Rental Income Reported Form, Appendix M (May 2025)
+      href: https://dhs.ri.gov/media/9701/download?language=en#page=1

policyengine_us/parameters/gov/states/ri/dhs/liheap/income/sources/earned.yaml

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+description: Rhode Island uses these sources as earned income under the Low Income Home Energy Assistance Program.
+# Manual Section III.H (page 20) deducts 40% of gross self-employment receipts,
+# and DHS's FY2026 plan summary (page 1) lists "Self-employment income (60%)".
+# The model has only net business income and counts it in full, as Kansas LIHEAP
+# does; this equals 60% of receipts only when expenses are 40% of receipts, and
+# otherwise over- or understates countable income by receipts x (0.4 - expense
+# ratio). No gross-receipts or business-expense input is added.
+# Active versus passive partnership receipts are not separately identifiable.
+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: Rhode Island LIHEAP earned income sources
+  reference:
+    - title: "Rhode Island LIHEAP Manual, Sections III.E-G Income Verification and Exclusions #page 14-20"
+      href: https://ripuc.ri.gov/eventsactions/docket/4290-DHS-DR-PUC%203-6%20attachment%20LIHEAP%20Manual%202020%20-%20Final.pdf#page=14
+    - title: "Rhode Island FY2026 State Plan, Sections 1.8 and 1.9 #page 5-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/RI_Plan_2026.pdf#page=5
+    - title: Rhode Island FY2026 LIHEAP Application Instructions, Appendix H (May 2025), Proof of Income
+      href: https://dhs.ri.gov/media/9671/download?language=en#page=2
+    - title: Rhode Island DHS Summary of the FFY2026 LIHEAP State Plan, Section 1, Program Components
+      href: https://dhs.ri.gov/media/9371/download?language=en#page=1

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

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+description: Rhode Island uses these sources as unearned income under the Low Income Home Energy Assistance Program.
+# Interest and rental receipts have separate allowances, and TANF (RI Works)
+# is added once through the SPM-unit tanf aggregate, so none of those
+# sources is duplicated here. Each listed source is floored at zero.
+# SSI is the federal benefit; a separate RI state supplement is not modeled.
+# disability_benefits approximates employment-related TDI/TCI receipts.
+# VA education and Aid and Attendance exclusions cannot be separated from
+# the broad veterans input. Strike pay and VA benefits are counted under FY2026
+# plan Section 1.9 (page 6) and the DHS FY2026 plan summary (page 1). Payments
+# from mortgages or sales contracts, AmeriCorp living allowances, jury duty pay,
+# royalties, foster care receipts and legal settlements lack specific existing
+# inputs and are not counted; contract income counts only when reported as
+# wages or self-employment income.
+values:
+  2025-10-01:
+    - total_unemployment_compensation
+    - strike_benefits
+    - social_security
+    - ssi
+    # Military retirement pay is a separate input from the pension inputs that
+    # pension_income adds, so both are listed; a household reports the amount
+    # in one or the other.
+    - pension_income
+    - military_retirement_pay
+    - retirement_distributions
+    - survivor_benefits
+    - railroad_benefits
+    - alimony_income
+    - child_support_received
+    # Manual Section III.E counts "Temporary Disability Insurance (TDI),
+    # Temporary Caregivers Insurance (TCI)" (page 15) and "Workers'
+    # Compensation" (page 16); FY2026 plan Section 1.9, page 6, leaves
+    # "Insurance payments made directly to the insured" unchecked. This
+    # follows the manual.
+    - workers_compensation
+    - disability_benefits
+    - financial_assistance
+    - ordinary_dividend_income
+    - veterans_benefits
+    # Manual Section III.E, Estate or Trust Income, page 17.
+    - estate_income
+    # Manual Section III.E, page 17, lists "Cash Prizes and Lottery Winnings" as
+    # income. FY2026 plan Section 1.9, page 6, leaves "winnings from lotteries"
+    # unchecked, and DHS's FY2026 and draft FFY2027 plan summaries and the
+    # application instructions do not list them. This follows the manual.
+    - gambling_winnings
+
+metadata:
+  unit: list
+  period: year
+  label: Rhode Island LIHEAP unearned income sources
+  reference:
+    - title: "Rhode Island LIHEAP Manual, Sections III.E-G Income Verification and Exclusions #page 14-20"
+      href: https://ripuc.ri.gov/eventsactions/docket/4290-DHS-DR-PUC%203-6%20attachment%20LIHEAP%20Manual%202020%20-%20Final.pdf#page=14
+    - title: "Rhode Island FY2026 State Plan, Sections 1.8 and 1.9 #page 5-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/RI_Plan_2026.pdf#page=5
+    - title: Rhode Island FY2026 LIHEAP Application Instructions, Appendix H (May 2025), Proof of Income
+      href: https://dhs.ri.gov/media/9671/download?language=en#page=2
+    - title: Rhode Island DHS Summary of the FFY2026 LIHEAP State Plan, Section 1, Program Components
+      href: https://dhs.ri.gov/media/9371/download?language=en#page=1

policyengine_us/parameters/gov/states/ri/dhs/liheap/income/student_age_limit.yaml

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+description: Rhode Island excludes the income of full-time students below this age under the Low Income Home Energy Assistance Program.
+# Ages 18 through 23 means below the twenty-fourth birthday. The FY2026 and
+# FY2027 application instructions exclude every full-time student aged 18-23.
+# The 2019 manual excluded only a child who was not the household head; the
+# current instructions govern.
+values:
+  2025-10-01: 24
+
+metadata:
+  unit: year
+  period: year
+  label: Rhode Island LIHEAP student income exclusion age limit
+  reference:
+    - title: Rhode Island FY2026 LIHEAP Application Instructions, Appendix H (May 2025), Full-time Students
+      href: https://dhs.ri.gov/media/9671/download?language=en#page=2
+    - title: Rhode Island FY2027 LIHEAP Application Instructions, Appendix H (July 2026), Full-time Students
+      href: https://dhs.ri.gov/media/12306/download?language=en#page=2
+    - title: Rhode Island LIHEAP Manual, Section III.G Income Exclusions Allowed by DHS
+      href: https://ripuc.ri.gov/eventsactions/docket/4290-DHS-DR-PUC%203-6%20attachment%20LIHEAP%20Manual%202020%20-%20Final.pdf#page=20

policyengine_us/parameters/gov/states/ri/dhs/liheap/payment/amount/deliverables.yaml

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+description: Rhode Island provides this regular primary heating payment by income band for households using delivered fuels under the Low Income Home Energy Assistance Program.
+
+1:
+  2025-10-01: 861
+2:
+  2025-10-01: 805
+3:
+  2025-10-01: 752
+4:
+  2025-10-01: 704
+5:
+  2025-10-01: 657
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Rhode Island LIHEAP delivered fuels primary heating payment
+  breakdown:
+    - range(1, 6)
+  propagate_metadata_to_children: true
+  reference:
+    - title: Rhode Island FY2026 Grant Amounts, primary heating rows A-F
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/RI_BenefitMatrix_2026.pdf

policyengine_us/parameters/gov/states/ri/dhs/liheap/payment/amount/electricity.yaml

@@ -0,0 +1,23 @@
+description: Rhode Island provides this regular primary heating payment by income band for households using electricity under the Low Income Home Energy Assistance Program.
+
+1:
+  2025-10-01: 393
+2:
+  2025-10-01: 357
+3:
+  2025-10-01: 324
+4:
+  2025-10-01: 295
+5:
+  2025-10-01: 268
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Rhode Island LIHEAP electricity primary heating payment
+  breakdown:
+    - range(1, 6)
+  propagate_metadata_to_children: true
+  reference:
+    - title: Rhode Island FY2026 Grant Amounts, primary heating rows A-F
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/RI_BenefitMatrix_2026.pdf

policyengine_us/parameters/gov/states/ri/dhs/liheap/payment/amount/natural_gas.yaml

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+description: Rhode Island provides this regular primary heating payment by income band for households using natural gas under the Low Income Home Energy Assistance Program.
+
+1:
+  2025-10-01: 232
+2:
+  2025-10-01: 211
+3:
+  2025-10-01: 192
+4:
+  2025-10-01: 175
+5:
+  2025-10-01: 159
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Rhode Island LIHEAP natural gas primary heating payment
+  breakdown:
+    - range(1, 6)
+  propagate_metadata_to_children: true
+  reference:
+    - title: Rhode Island FY2026 Grant Amounts, primary heating rows A-F
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/RI_BenefitMatrix_2026.pdf

policyengine_us/parameters/gov/states/ri/dhs/liheap/payment/fpg_rates.yaml

@@ -0,0 +1,18 @@
+description: Rhode Island sets payment band boundaries at these shares of the federal poverty guideline under the Low Income Home Energy Assistance Program.
+# Thresholds are rounded half up to annual dollars and are upper-inclusive.
+# The size-two 125% cell prints 31,725, repeating its 150% value. The labeled
+# 125% rule instead gives 26,438; use the rule rather than that table anomaly.
+values:
+  2025-10-01:
+    - 0.75
+    - 1
+    - 1.25
+    - 1.5
+
+metadata:
+  unit: list
+  period: year
+  label: Rhode Island LIHEAP payment federal poverty guideline rates
+  reference:
+    - title: Rhode Island FY2026 Grant Amounts and Income Eligibility Matrix
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/RI_BenefitMatrix_2026.pdf

policyengine_us/parameters/gov/states/ri/dhs/liheap/payment/heat_in_rent.yaml

@@ -0,0 +1,28 @@
+description: Rhode Island provides these regular heating grants for heat-in-rent households under the Low Income Home Energy Assistance Program.
+# Row G (direct) prints $400 under Deliverables, Natural Gas and Other and leaves
+# the Electric cell blank, so its electricity value is 0. Unlisted fuels (coal,
+# solar) and an unknown fuel read the Other cell. Rows H and I print one amount
+# each and go to the household's separate electric account whatever the fuel.
+
+direct:
+  deliverables:
+    2025-10-01: 400
+  natural_gas:
+    2025-10-01: 400
+  electricity:
+    2025-10-01: 0
+  other:
+    2025-10-01: 400
+secondary_electric:
+  2025-10-01: 80
+subsidized_secondary_electric:
+  2025-10-01: 50
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Rhode Island LIHEAP heat-in-rent grant
+  propagate_metadata_to_children: true
+  reference:
+    - title: Rhode Island FY2026 Grant Amounts, heat-in-rent rows G-I
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/RI_BenefitMatrix_2026.pdf#page=1

policyengine_us/parameters/gov/states/ri/dhs/liheap/payment/utility_enhancement.yaml

@@ -0,0 +1,21 @@
+description: Rhode Island provides this enhancement with a primary heating grant credited to a gas or electric distribution-company account under the Low Income Home Energy Assistance Program.
+# This amount is sourced for the FY2026 heating season; earlier periods backfill it
+# as an unverified estimate. DHS's FFY2027 filing (Docket 26-34-GE, October 2,
+# 2026, page 2) gives one additional credit to accounts receiving a 2027 primary
+# benefit but leaves the amount to DHS, so $350 in FY2027 is an unverified estimate.
+# It is not part of the federal fuel matrix or a crisis/cooling grant. Provider and
+# actual federal-grant account routing are input limits.
+values:
+  2025-10-01: 350
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Rhode Island LIHEAP primary utility enhancement
+  reference:
+    - title: DHS response to Division data request 1-1, issued October 9, 2025, FY2026 enhancement
+      href: https://ripuc.ri.gov/sites/g/files/xkgbur841/files/2025-10/25-38-GE%20-%20LIHEAP%20Enhancement%20-%20DPUC%20Data%20Requests%20Set%201%20%2810-9-25%29%20DHS%20Response.pdf#page=1
+    - title: "PUC Order 25579, January 8, 2026 #page 1,3"
+      href: https://ripuc.ri.gov/sites/g/files/xkgbur841/files/2026-01/RI%20DHS%2025-38-GE_Ord25579%20-%201-8-26.pdf#page=1
+    - title: DHS FFY2027 LIHEAP Enhancement Charge filing, PUC Docket 26-34-GE, October 2, 2026 (2027 credit amount not yet set)
+      href: https://ripuc.ri.gov/sites/g/files/xkgbur841/files/2026-10/26-34-GE%20LIHEAP%20Enhancement%20Charge%20-%20FFY%202027%20Filing%20%2810-2-2026%29.pdf#page=2

policyengine_us/programs.yaml

@@ -808,8 +808,16 @@ programs:
     category: Benefits
     agency: HHS
     status: partial
-    coverage: DC, Riverside County, MA, IL, IN, KS, KY, MD, MS, NC, NE, NJ, NY, OR, TX
+    coverage: DC, Riverside County, MA, IL, IN, KS, KY, MD, MS, NC, NE, NJ, NY, OR, RI, TX
     state_implementations:
+      - state: RI
+        status: partial
+        name: Rhode Island LIHEAP
+        full_name: Rhode Island Low Income Home Energy Assistance Program
+        variable: ri_liheap
+        parameter_prefix: gov.states.ri.dhs.liheap
+        verified_years: "2026"
+        notes: FY2026 regular heating, including heat-in-rent grants and the $350 utility enhancement, assuming a qualifying utility account. Earlier years and FY2027 payments reuse FY2026 amounts as unverified estimates; crisis, cooling and weatherization are out of scope.
       - state: DC
         status: complete
         name: DC LIHEAP