Apply federal SNAP heat-and-eat SUA restriction in all states

changelog.d/hub-pb-snap-heat-eat-1009.fixed.md

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+Restrict SNAP heat-and-eat standard utility allowances to households with an elderly or disabled SNAP member under P.L. 119-21, while preserving eligibility based on actual heating or cooling expenses.

policyengine_us/parameters/gov/usda/snap/income/deductions/utility/heat_and_eat_requires_elderly_disabled.yaml

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+description: The Department of Agriculture requires an elderly or disabled SNAP household member for heating and cooling standard utility allowance eligibility based on energy assistance under the Supplemental Nutrition Assistance Program.
+
+# Section 10103 took effect upon enactment on July 4, 2025. Monthly SNAP
+# formulas evaluate policy at month start, so August 2025 is the first full
+# affected model month. Individual certification/recertification dates and
+# state administrative implementation dates are not modeled here.
+values:
+  0000-01-01: false
+  2025-07-04: true
+
+metadata:
+  unit: bool
+  period: month
+  label: SNAP heat-and-eat SUA elderly or disabled requirement
+  reference:
+    - title: 7 U.S.C. 2014(e)(6)(C)(iv)(I) - Availability of allowance to recipients of energy assistance
+      href: https://www.law.cornell.edu/uscode/text/7/2014#e_6_C_iv_I
+    - title: Public Law 119-21, Section 10103(a) - Standard Utility Allowance
+      href: https://www.govinfo.gov/content/pkg/PLAW-119publ21/html/PLAW-119publ21.htm

policyengine_us/tests/core/test_snap_heat_and_eat.py

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+"""Check the legal-day boundary that monthly policy YAML cannot express."""
+
+from pathlib import Path
+
+from policyengine_core.parameters import load_parameter_file
+
+
+def test_heat_and_eat_requirement_takes_effect_on_enactment_date():
+    requirement = load_parameter_file(
+        str(
+            Path(__file__).resolve().parents[2]
+            / "parameters/gov/usda/snap/income/deductions/utility"
+            / "heat_and_eat_requires_elderly_disabled.yaml"
+        )
+    )
+    assert requirement("2025-07-03") is False
+    assert requirement("2025-07-04") is True

policyengine_us/tests/policy/baseline/gov/usda/snap/eligibility/immigration/integration.yaml

@@ -130,15 +130,18 @@
     snap_earned_income: 1_333.33
     snap_earned_income_deduction: 266.67
     snap_standard_deduction: 209
-    # Massachusetts standard utility allowance $914 - 50% of the $857.67
-    # net income before the shelter deduction ($428.83) = $485.17.
-    snap_utility_allowance: 914
-    snap_excess_shelter_expense_deduction: 485.17
-    # $857.67 - $485.17 = $372.50, rounded to $373.
-    snap_net_income: 373
-    # 30% of $373 = $111.90, rounded up to $112; $546 - $112 = $434.
-    snap_expected_contribution: 112
-    snap: 434
+    # No utility costs or elderly/disabled member: no actual-cost SUA or
+    # Massachusetts H-EAT SUA under P.L. 119-21 section 10103(a).
+    # https://www.govinfo.gov/content/pkg/PLAW-119publ21/html/PLAW-119publ21.htm
+    # https://dtapolicyguide.qa.eohhs.mass.gov/SNAP/ExpensesDeductions/HEAT.htm
+    snap_utility_allowance: 0
+    # No housing costs or SUA, so there is no excess shelter deduction.
+    snap_excess_shelter_expense_deduction: 0
+    # $1,333.33 - $266.67 - $209 = $857.67, rounded to $858.
+    snap_net_income: 858
+    # 30% of $858 = $257.40, rounded up to $258; $546 - $258 = $288.
+    snap_expected_contribution: 258
+    snap: 288
 
 - name: Case 4, LPR earner inside the waiting period is prorated under both tests in a hybrid gross-test state.
   period: 2026-01

policyengine_us/tests/policy/baseline/gov/usda/snap/income/deductions/heat_and_eat/snap.yaml

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+# PolicyBench snapshot facts and takeup defaults. Leaf input aliases mirror
+# the US Simulation adapter, which Core's YAML SimulationBuilder bypasses.
+- name: Case 1, PolicyBench scenario_080 PA household receives SNAP without the heat-and-eat SUA.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 41
+        employment_income_before_lsr: 0
+        bank_account_assets: 19_827.646484375
+        financial_assistance: 3_600
+        is_disabled: true
+        is_tax_unit_head: true
+        is_tax_unit_spouse: false
+        long_term_capital_gains_before_response: 924
+        other_medical_expenses: 12
+        over_the_counter_health_expenses: 100
+        qualified_dividend_income: 16
+        takes_up_medicaid_if_eligible: true
+        takes_up_ssi_if_eligible: true
+    marital_units:
+      marital_unit_1:
+        members: [person1]
+    tax_units:
+      tax_unit:
+        members: [person1]
+        first_home_mortgage_balance: 93_000
+        takes_up_aca_if_eligible: true
+        takes_up_dc_ptc: true
+        takes_up_eitc: true
+        would_file_if_eligible_for_refundable_credit: true
+        would_file_taxes_voluntarily: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        spm_unit_energy_subsidy: 2_000
+        takes_up_snap_if_eligible: true
+    families:
+      family:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: PA
+        household_vehicles_value: 3_570
+  output:
+    snap: 3_270
+
+- name: Case 2, PolicyBench scenario_100 MT household receives SNAP without the heat-and-eat SUA.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 46
+        employment_income_before_lsr: 5_914.720703125
+        bank_account_assets: 2_800
+        employer_sponsored_insurance_premiums: 20_643.525390625
+        fsla_overtime_premium: 709.7664794921875
+        has_esi: true
+        health_insurance_premiums_without_medicare_part_b: 564
+        hourly_wage: 2.319999933242798
+        hours_worked_last_week: 55
+        is_disabled: true
+        is_tax_unit_head: true
+        is_tax_unit_spouse: false
+        other_health_insurance_premiums: 564
+        other_medical_expenses: 500
+        over_the_counter_health_expenses: 480
+        roth_401k_contributions_desired: 681
+        roth_ira_contributions_desired: 279.67999267578125
+        traditional_401k_contributions_desired: 3_859
+        traditional_ira_contributions_desired: 180.32000732421875
+        weekly_hours_worked_before_lsr: 55
+        takes_up_medicaid_if_eligible: true
+        takes_up_ssi_if_eligible: true
+      person2:
+        age: 6
+        employment_income_before_lsr: 0
+        has_esi: true
+        is_tax_unit_head: false
+        is_tax_unit_spouse: false
+        takes_up_medicaid_if_eligible: true
+        takes_up_ssi_if_eligible: true
+      person3:
+        age: 5
+        employment_income_before_lsr: 0
+        is_tax_unit_head: false
+        is_tax_unit_spouse: false
+        other_medical_expenses: 500
+        takes_up_medicaid_if_eligible: true
+        takes_up_ssi_if_eligible: true
+    marital_units:
+      marital_unit_1:
+        members: [person1]
+      marital_unit_2:
+        members: [person2]
+      marital_unit_3:
+        members: [person3]
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+        takes_up_aca_if_eligible: true
+        takes_up_dc_ptc: true
+        takes_up_eitc: true
+        would_file_if_eligible_for_refundable_credit: true
+        would_file_taxes_voluntarily: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        takes_up_snap_if_eligible: true
+    families:
+      family:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: MT
+        household_vehicles_value: 1_980.88232421875
+  output:
+    snap: 7_002