Add Kentucky LIHEAP regular heating assistance

changelog.d/ky-liheap.added.md

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+Add Kentucky LIHEAP regular heating assistance for FY2025 and FY2026.

policyengine_us/parameters/gov/states/ky/dcbs/liheap/earned_income_age.yaml

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+description: Kentucky excludes the earned income of household members below this age under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 18
+metadata:
+  unit: year
+  period: year
+  label: Kentucky LIHEAP earned income age
+  reference:
+    - title: Kentucky FY2026 state plan, Section 1.9, page 6 (earned income of a child under 18 not counted)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=6
+    - title: Kentucky FY2025 state plan, Section 1.9, page 6
+      href: https://liheapch.acf.gov/docs/2025/state-plans/KY_Plan_2025.pdf#page=6

policyengine_us/parameters/gov/states/ky/dcbs/liheap/earned_income_sources.yaml

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+description: Kentucky counts these earned income sources under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01:
+    - employment_income
+    # Net business and farm income are counted without another business
+    # deduction.
+    - self_employment_income
+    - sstb_self_employment_income
+    - partnership_s_corp_income
+    - farm_operations_income
+metadata:
+  unit: list
+  period: year
+  label: Kentucky LIHEAP earned income sources
+  reference:
+    - title: Kentucky FY2026 state plan, Section 1.9, page 5 (wages, self-employment income and contract income)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=5
+    - title: Kentucky FY2025 state plan, Section 1.9, page 5
+      href: https://liheapch.acf.gov/docs/2025/state-plans/KY_Plan_2025.pdf#page=5
+    - title: 921 KAR 4:116 Section 1(8)
+      href: https://apps.legislature.ky.gov/law/kar/titles/921/004/116/

policyengine_us/parameters/gov/states/ky/dcbs/liheap/fpg_year_lag.yaml

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+description: Kentucky uses the federal poverty guidelines from this many years before the heating season ending year under the Low Income Home Energy Assistance Program.
+# The fact sheet publishes the limits without naming the guideline year. The
+# lag is inferred from the amounts (1,957 = 150% of the 2025 one-person
+# guideline / 12, rounded up); each workbook's poverty table shows the same
+# one-year lag.
+values:
+  2024-10-01: 1
+metadata:
+  unit: year
+  period: year
+  label: Kentucky LIHEAP federal poverty guideline year lag
+  reference:
+    - title: Kentucky FY2025-2026 LIHEAP fact sheet, income eligibility
+      href: https://www.capky.org/wp-content/uploads/2026/01/2025-2026-LIHEAP-Fact-Sheet-V2.pdf
+    - title: Kentucky FY2026 benefit workbook, rev benefit income range worksheet, poverty guideline table
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, subsidy benefits worksheet, poverty guideline table
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx

policyengine_us/parameters/gov/states/ky/dcbs/liheap/income_limit.yaml

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+description: Kentucky limits gross monthly household income to this share of the federal poverty guideline under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 1.5
+metadata:
+  unit: /1
+  period: year
+  label: Kentucky LIHEAP income limit
+  reference:
+    - title: Kentucky FY2026 state plan, Section 2.1, page 8
+      href: https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=8
+    - title: Kentucky FY2025 state plan, Section 2.1, page 8
+      href: https://liheapch.acf.gov/docs/2025/state-plans/KY_Plan_2025.pdf#page=8
+    - title: 921 KAR 4:116 Section 3(1)(b) (cabinet-approved increase above the 130 percent base)
+      href: https://apps.legislature.ky.gov/law/kar/titles/921/004/116/

policyengine_us/parameters/gov/states/ky/dcbs/liheap/maximum_table_size.yaml

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+description: Kentucky sets income limits by household size up to this size under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 8
+metadata:
+  unit: person
+  period: year
+  label: Kentucky LIHEAP maximum table size
+  reference:
+    - title: Kentucky FY2025-2026 LIHEAP fact sheet, income eligibility (sizes 1 to 8)
+      href: https://www.capky.org/wp-content/uploads/2026/01/2025-2026-LIHEAP-Fact-Sheet-V2.pdf
+    - title: Kentucky FY2026 benefit workbook, rev benefit income range worksheet
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, subsidy benefits worksheet
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx

policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/coal_adjustment.yaml

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+description: Kentucky sets this coal heating point adjustment by household size under the Low Income Home Energy Assistance Program.
+brackets:
+  - threshold:
+      2024-10-01: 0
+    amount:
+      2024-10-01: 0
+  - threshold:
+      2024-10-01: 2
+    amount:
+      2024-10-01: -1
+  - threshold:
+      2024-10-01: 3
+    amount:
+      2024-10-01: 0
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: /1
+  period: year
+  label: Kentucky LIHEAP coal household-size adjustment
+  reference:
+    - title: Kentucky FY2026 benefit workbook, Subsidy points worksheet, cells H8-H11 (two-person coal rows)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, Subsidy points worksheet, cells H8-H11
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx

policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/dollars_per_point.yaml

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+description: Kentucky provides this amount per heating payment point, rounded up to whole dollars, under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 16.66
+metadata:
+  unit: currency-USD
+  period: year
+  label: Kentucky LIHEAP dollars per point
+  reference:
+    - title: Kentucky FY2026 benefit workbook, rev benefit income range worksheet, column L
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, subsidy benefits worksheet, column L
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx

policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/fuel_points.yaml

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+description: Kentucky sets these heating payment points by primary heating fuel under the Low Income Home Energy Assistance Program.
+UNSPECIFIED:
+  2024-10-01: 0
+ELECTRICITY:
+  2024-10-01: 6
+NATURAL_GAS:
+  2024-10-01: 3
+FUEL_OIL:
+  2024-10-01: 4
+KEROSENE:
+  2024-10-01: 4
+PROPANE:
+  2024-10-01: 5
+WOOD:
+  2024-10-01: 1
+COAL:
+  2024-10-01: 2
+SOLAR:
+  2024-10-01: 0
+OTHER:
+  2024-10-01: 0
+NONE:
+  2024-10-01: 0
+metadata:
+  unit: /1
+  period: year
+  label: Kentucky LIHEAP heating fuel points
+  breakdown:
+    - heating_type
+  reference:
+    - title: Kentucky FY2026 benefit workbook, Points Description worksheet, cells J2-J7
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, points worksheet, cells J2-J7
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx

policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/income_bands.yaml

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+description: Kentucky uses these federal poverty guideline shares as the upper boundaries of its first three heating payment income bands under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: [0.75, 1, 1.25]
+metadata:
+  unit: /1
+  period: year
+  label: Kentucky LIHEAP income bands
+  reference:
+    - title: Kentucky FY2026 benefit workbook, rev benefit income range worksheet, income range boundaries (cells Q10-S10)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, subsidy benefits worksheet, income range boundaries (cells Q27-S27)
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx

policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/income_points/subsidized.yaml

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+description: Kentucky provides these income points by monthly income band to households in subsidized housing under the Low Income Home Energy Assistance Program.
+# These values reproduce the published workbooks. Their subsidized rows
+# reference the unsubsidized rows in reverse order (the lowest-income
+# subsidized row takes 30% of the highest-income unsubsidized row, and so on),
+# so the published subsidized payment rises with income. 921 KAR 4:116 Section
+# 4(1)(c) says the household with the lowest income receives the highest
+# benefit. The FY2025 and FY2026 workbooks both use the reversed ordering;
+# which ordering agencies pay is unconfirmed.
+brackets:
+  - threshold:
+      2024-10-01: 0
+    amount:
+      2024-10-01: 1
+  - threshold:
+      2024-10-01: 1
+    amount:
+      2024-10-01: 2
+  - threshold:
+      2024-10-01: 2
+    amount:
+      2024-10-01: 3
+  - threshold:
+      2024-10-01: 3
+    amount:
+      2024-10-01: 4
+metadata:
+  type: single_amount
+  threshold_unit: /1
+  amount_unit: /1
+  period: year
+  label: Kentucky LIHEAP subsidized housing income points
+  reference:
+    - title: Kentucky FY2026 benefit workbook, rev benefit income range worksheet, cells E52-E55 (30 percent of the unsubsidized rows in reverse order)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, subsidy benefits worksheet, cells E45-E48 (same reversed ordering)
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx
+    - title: 921 KAR 4:116 Section 4(1)(c) (lowest income receives the highest benefit; conflicts with the workbook ordering)
+      href: https://apps.legislature.ky.gov/law/kar/titles/921/004/116/

policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/income_points/unsubsidized.yaml

@@ -0,0 +1,29 @@
+description: Kentucky provides these income points by monthly income band to households outside subsidized housing under the Low Income Home Energy Assistance Program.
+brackets:
+  - threshold:
+      2024-10-01: 0
+    amount:
+      2024-10-01: 4
+  - threshold:
+      2024-10-01: 1
+    amount:
+      2024-10-01: 3
+  - threshold:
+      2024-10-01: 2
+    amount:
+      2024-10-01: 2
+  - threshold:
+      2024-10-01: 3
+    amount:
+      2024-10-01: 1
+metadata:
+  type: single_amount
+  threshold_unit: /1
+  amount_unit: /1
+  period: year
+  label: Kentucky LIHEAP unsubsidized housing income points
+  reference:
+    - title: Kentucky FY2026 benefit workbook, Points Description worksheet, cells H2-H5
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, points worksheet, cells H2-H5
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx

policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/maximum_household_points.yaml

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+description: Kentucky limits household size points to this amount under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 5
+metadata:
+  unit: /1
+  period: year
+  label: Kentucky LIHEAP maximum household points
+  reference:
+    - title: Kentucky FY2026 benefit workbook, Subsidy points worksheet, cell E28 (5 + 6 + 4)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, Subsidy points worksheet, cell E28
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx
+    - title: Kentucky FY2026 state plan, Section 2.6, page 9 ($250 maximum benefit)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=9

policyengine_us/parameters/gov/states/ky/dcbs/liheap/payment/subsidized_housing_rate.yaml

@@ -0,0 +1,12 @@
+description: Kentucky provides this share of the point-based heating payment to households in subsidized housing under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 0.3
+metadata:
+  unit: /1
+  period: year
+  label: Kentucky LIHEAP subsidized housing rate
+  reference:
+    - title: Kentucky FY2026 benefit workbook, rev benefit income range worksheet, cell E52 (ROUNDUP(E8*0.3,0))
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/KY_BenefitMatrix_Heat-Cool_2026.xlsx
+    - title: Kentucky FY2025 benefit workbook, subsidy benefits worksheet, cell E45 (ROUNDUP(E6*0.3,0))
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/KY_BenefitMatrix_2025.xlsx

policyengine_us/parameters/gov/states/ky/dcbs/liheap/social_security_medicare_premium_deduction.yaml

@@ -0,0 +1,15 @@
+description: Kentucky counts Social Security benefits net of the Medicare Part B premium under the Low Income Home Energy Assistance Program when this is true, and gross when it is false.
+values:
+  # FY2025 plan, Section 1.9: "Including MediCare deduction" is checked.
+  2024-10-01: false
+  # FY2026 plan, Section 1.9: "Excluding MediCare deduction" is checked.
+  2025-10-01: true
+metadata:
+  unit: bool
+  period: year
+  label: Kentucky LIHEAP Social Security Medicare premium deduction
+  reference:
+    - title: Kentucky FY2025 state plan, Section 1.9, page 6
+      href: https://liheapch.acf.gov/docs/2025/state-plans/KY_Plan_2025.pdf#page=6
+    - title: Kentucky FY2026 state plan, Section 1.9, page 6
+      href: https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/ky/dcbs/liheap/unearned_income_sources.yaml

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+description: Kentucky counts these unearned income sources under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01:
+    - unemployment_compensation
+    - strike_benefits
+    # Social Security is counted in the formula, gross for FY2025 and net of
+    # the Medicare Part B premium from FY2026
+    # (social_security_medicare_premium_deduction).
+    - ssi
+    # Plan Section 17.4 lists the DCBS State Supplementation award letter as
+    # income documentation.
+    - ky_ssp
+    # 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
+    # Plan Section 17.4 lists Railroad Retirement records.
+    - railroad_benefits
+    - retirement_distributions
+    - financial_assistance
+    - gambling_winnings
+    - rental_income
+    # Plan Section 17.4 lists records of farm or rental income.
+    - farm_rent_income
+    - alimony_income
+    - child_support_received
+    - interest_income
+    - ordinary_dividend_income
+    # 921 KAR 4:116 Section 1(8) includes earned and unearned income; plan
+    # Section 1.9 counts insurance payments made directly to the insured.
+    - workers_compensation
+    - disability_benefits
+    - veterans_benefits
+    - salt_refund_income
+metadata:
+  unit: list
+  period: year
+  label: Kentucky LIHEAP unearned income sources
+  reference:
+    - title: Kentucky FY2026 state plan, Section 1.9, page 6, and Section 17.4, page 34
+      href: https://liheapch.acf.gov/docs/2026/state-plans/KY_Plan_2026.pdf#page=6
+    - title: Kentucky FY2025 state plan, Section 1.9, page 6
+      href: https://liheapch.acf.gov/docs/2025/state-plans/KY_Plan_2025.pdf#page=6
+    - title: 921 KAR 4:116 Section 1(8)
+      href: https://apps.legislature.ky.gov/law/kar/titles/921/004/116/

policyengine_us/programs.yaml

@@ -802,7 +802,7 @@ programs:
     category: Benefits
     agency: HHS
     status: partial
-    coverage: OR, DC, Riverside County, MA, IL, KS, MS, NE, TX
+    coverage: OR, DC, Riverside County, MA, IL, KS, KY, MS, NE, TX
     state_implementations:
       - state: OR
         status: in_progress
@@ -831,6 +831,14 @@ programs:
         parameter_prefix: gov.states.ks.dcf.liheap
         verified_years: "2025-2026"
         notes: FY2025-FY2026 regular heating only. The FY2026 $130 minimum comes from the plan's estimated benefit levels; crisis, cooling and weatherization assistance are out of scope.
+      - state: KY
+        status: partial
+        name: Kentucky LIHEAP
+        full_name: Kentucky Low Income Home Energy Assistance Program
+        variable: ky_liheap
+        parameter_prefix: gov.states.ky.dcbs.liheap
+        verified_years: "2025-2026"
+        notes: FY2025-FY2026 regular heating only, from the published benefit workbooks. Crisis and cooling assistance are out of scope.
       - state: MS
         status: partial
         name: Mississippi LIHEAP