Add Florida LIHEAP regular heating assistance

changelog.d/fl-liheap.added.md

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+Add Florida LIHEAP regular heating assistance.

policyengine_us/parameters/gov/hhs/liheap/fpg_floor.yaml

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+description: The US Department of Health and Human Services limits income-based exclusion to households with income of at least this percentage of the poverty guideline under the Low Income Home Energy Assistance Program.
+# Pub. L. 98-558, section 605(a)(2), added the floor for fiscal year 1986 and later.
+values:
+  1985-10-01: 1.1
+metadata:
+  period: year
+  unit: /1
+  label: LIHEAP poverty guideline income floor
+  reference:
+    - title: 42 U.S.C. 8624(b)(2)(B)
+      href: https://www.law.cornell.edu/uscode/text/42/8624

policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/categorical_programs.yaml

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+description: Florida uses receipt of these programs as categorical income eligibility under the Low Income Home Energy Assistance Program.
+values:
+  # The FY2025 plan also lists means-tested veterans programs, which no
+  # existing input identifies.
+  2024-10-01:
+    # Each entry is take-up gated, so it reflects receipt rather than
+    # entitlement; tanf includes Florida Temporary Cash Assistance (fl_tca).
+    - snap
+    - tanf
+    - ssi
+metadata:
+  unit: list
+  period: year
+  label: Florida LIHEAP categorical income programs
+  reference:
+    - title: Florida FY2026 LIHEAP State Plan, sections 1.4-1.6 (categorical income eligibility)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=5
+    - title: Florida LIHEAP Policies and Procedures Manual, May 27 2022, part 1200.01G(9)
+      href: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=50
+    - title: Florida FY2025 LIHEAP State Plan, Sections 1.4-1.6
+      href: https://liheapch.acf.gov/docs/2025/state-plans/FL_Plan_2025.pdf#page=5

policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/fpg_rate.yaml

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+description: Florida sets the alternative heating income limit to this percentage of the federal poverty guidelines under the Low Income Home Energy Assistance Program.
+# The heating maximum income value is the greater of the state median income
+# limit and this share of the poverty guidelines. In FY2025 this gives 60% of
+# state median income for sizes 1-8 and 150% of the guidelines for sizes 9 and
+# above. FY2026 uses 60% of state median income for every size, so the
+# poverty-guideline alternative is zero.
+values:
+  2024-10-01: 1.5
+  2025-10-01: 0
+metadata:
+  unit: /1
+  period: year
+  label: Florida LIHEAP heating federal poverty guideline rate
+  reference:
+    - title: Florida FY2025 LIHEAP State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/FL_Plan_2025.pdf#page=8
+    - title: Florida FY2025 LIHEAP Payment Matrix, maximum income value footnote
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf
+    - title: Florida FY2026 LIHEAP State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=8
+    - title: Florida FY2026 LIHEAP Payment Matrix, maximum income value footnote
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf

policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/fpg_year_lag.yaml

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+description: Florida uses the federal poverty guidelines from this number of years before the heating year under the Low Income Home Energy Assistance Program.
+# The FY2025 matrix uses the 2024 guidelines published on January 17, 2024.
+values:
+  2024-10-01: 1
+metadata:
+  unit: year
+  period: year
+  label: Florida LIHEAP federal poverty guideline year lag
+  reference:
+    - title: Florida FY2025 LIHEAP Payment Matrix, guideline footnote
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf

policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/smi_rate.yaml

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+description: Florida limits annual heating-assistance income to this fraction of state median income under the Low Income Home Energy Assistance Program.
+# The draft FFY2027 plan (section 2.1) keeps 60% of state median income for
+# sizes 1-8 and 9 or more.
+values:
+  2024-10-01: 0.6
+metadata:
+  unit: /1
+  period: year
+  label: Florida LIHEAP heating state median income rate
+  reference:
+    - title: Florida FY2026 LIHEAP State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=8
+    - title: FY2026 LIHEAP income eligibility by component, Florida heating column
+      href: https://liheapch.acf.gov/delivery/income_eligibility.htm
+    - title: Florida FY2025 LIHEAP State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/FL_Plan_2025.pdf#page=8
+    - title: Florida draft FFY2027 LIHEAP State Plan, section 2.1
+      href: https://www.floridajobs.org/docs/lwdb-resources/lwdb-grants-management/economic-self-sufficiency-organizations/esso-grant-agreements/liheap/2026-liheap/draft-ffy2027_comm_liheap_model-plan-template_watermark.pdf#page=8

policyengine_us/parameters/gov/states/fl/commerce/liheap/eligibility/truncates_smi_limit.yaml

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+description: Florida uses state median income limits truncated to whole dollars, as in the federal table, rather than rounded half up when this is true under the Low Income Home Energy Assistance Program.
+# Neither matrix states a rounding rule; the pattern is inferred from the
+# printed amounts. FY2025 rounds 60% of state median income for each size to
+# the nearest dollar (one person: $98,038 x 60% x 52% = $30,587.856, printed
+# $30,588, where the federal FY2025 table prints $30,587). FY2026 reprints the
+# federal FY2026 table, which truncates 60% of the four-person amount and then
+# each size ($32,155 for one person).
+values:
+  2024-10-01: false
+  2025-10-01: true
+metadata:
+  unit: bool
+  period: year
+  label: Florida LIHEAP state median income limit truncation
+  reference:
+    - title: Florida FY2025 LIHEAP Payment Matrix, maximum income values
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf
+    - title: Florida State Median Income for FFY 2025
+      href: https://liheapch.acf.gov/profiles/povertytables/FY2025/flsmi.htm
+    - title: Florida FY2026 LIHEAP Payment Matrix, maximum income values
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf
+    - title: Florida State Median Income for FFY 2026
+      href: https://liheapch.acf.gov/profiles/povertytables/FY2026/flsmi.htm

policyengine_us/parameters/gov/states/fl/commerce/liheap/income/adult_age.yaml

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+description: Florida uses this threshold as the age at which all members' income counts under the Low Income Home Energy Assistance Program.
+# The statewide application and portal FAQ exclude all minors' income.
+# The March 2025 application metadata does not establish a policy-change date;
+# FY2025 uses this current rule as a backfilled assumption.
+values:
+  2024-10-01: 18
+metadata:
+  unit: year
+  period: year
+  label: Florida LIHEAP adult income age
+  reference:
+    - title: Florida FY2026 LIHEAP State Plan, section 1.9
+      href: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=6
+    - title: Florida statewide LIHEAP application, Monthly Household Income
+      href: https://storage.googleapis.com/florida-liheap-relief-static-assets/Florida_LIHEAP_Application_English.pdf#page=1
+    - title: Florida statewide LIHEAP portal, What qualifies as income
+      href: https://floridaliheap.com/faq
+    - title: Florida FY2025 LIHEAP State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2025/state-plans/FL_Plan_2025.pdf#page=6

policyengine_us/parameters/gov/states/fl/commerce/liheap/income/sources/earned.yaml

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+description: Florida uses these sources as earned income of members aged 18 and older under the Low Income Home Energy Assistance Program.
+# Existing net business inputs have no additional LIHEAP expense deduction.
+values:
+  2024-10-01:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+metadata:
+  unit: list
+  period: year
+  label: Florida LIHEAP earned income sources
+  reference:
+    - title: "Florida FY2026 LIHEAP State Plan, section 1.9 #page 5-6"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=5
+    - title: "Florida LIHEAP Policies and Procedures Manual, May 27 2022, part 1200.01E and G(12) #page 49-50"
+      href: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=49
+    - title: "Florida FY2025 LIHEAP State Plan, Section 1.9 #page 5-6"
+      href: https://liheapch.acf.gov/docs/2025/state-plans/FL_Plan_2025.pdf#page=5

policyengine_us/parameters/gov/states/fl/commerce/liheap/income/sources/household.yaml

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+description: Florida uses these household cash benefits as countable income under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01:
+    # The take-up-gated TANF total includes Florida Temporary Cash Assistance
+    # (fl_tca) and counts it only when the household receives it.
+    - tanf
+metadata:
+  unit: list
+  period: year
+  label: Florida LIHEAP household cash income sources
+  reference:
+    - title: Florida FY2026 LIHEAP State Plan, section 1.9 (TANF counted)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=6
+    - title: Florida FY2025 LIHEAP State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2025/state-plans/FL_Plan_2025.pdf#page=6

policyengine_us/parameters/gov/states/fl/commerce/liheap/income/sources/unearned.yaml

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+description: Florida uses these sources as unearned income of members aged 18 and older under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01:
+    - 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. Plan Section 1.9 counts retirement and pension
+    # benefits.
+    - pension_income
+    - military_retirement_pay
+    - railroad_benefits
+    - survivor_benefits
+    - veterans_benefits
+    - workers_compensation
+    - disability_benefits
+    - strike_benefits
+    - general_assistance
+    - rental_income
+    - farm_rent_income
+    - interest_income
+    - ordinary_dividend_income
+    # Periodic estate/trust income, excluding separately recorded interest/dividends.
+    - estate_income
+    - child_support_received
+    - alimony_income
+# Net gambling and lottery winnings are counted in the formula, with losses
+# offsetting only winnings.
+# The FY2025 and FY2026 plans (section 1.9) and the portal FAQ exclude
+# unemployment compensation and cash gifts.
+# Florida Optional State Supplementation (fl_oss) is not listed: it pays
+# residents of assisted living facilities, adult family-care homes and mental
+# health residential treatment facilities, whom manual 900.02B (page 39,
+# residence paid through a state residential program) and 900.03B(1) (page
+# 40, institutions) exclude from LIHEAP households.
+# Pension/SSA subcomponents are not counted twice; TANF is counted once in
+# household.yaml.
+metadata:
+  unit: list
+  period: year
+  label: Florida LIHEAP person unearned income sources
+  reference:
+    - title: "Florida FY2026 LIHEAP State Plan, section 1.9 (included and excluded income sources) #page 5-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=5
+    - title: "Florida LIHEAP Policies and Procedures Manual, May 27 2022, parts 900 and 1200 #page 39-40,49-51"
+      href: https://liheapch.acf.gov/sites/default/files/webfiles/docs/2023/manuals/FL_PolicyManual_2023.pdf#page=39
+    - title: "Florida FY2025 LIHEAP State Plan, Section 1.9 #page 5-7"
+      href: https://liheapch.acf.gov/docs/2025/state-plans/FL_Plan_2025.pdf#page=5
+    - title: Florida statewide LIHEAP portal, What qualifies as income
+      href: https://floridaliheap.com/faq

policyengine_us/parameters/gov/states/fl/commerce/liheap/payment/base_amount.yaml

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+description: Florida provides this base regular heating payment by income band under the Low Income Home Energy Assistance Program.
+# The draft FFY2027 plan (section 2.6) estimates a $200 minimum and $700
+# maximum, matching these bases with all additions; no FY2027 matrix is
+# published.
+1:
+  2024-10-01: 1_000
+  2025-10-01: 350
+2:
+  2024-10-01: 750
+  2025-10-01: 300
+3:
+  2024-10-01: 550
+  2025-10-01: 250
+4:
+  2024-10-01: 400
+  2025-10-01: 200
+metadata:
+  unit: currency-USD
+  period: year
+  label: Florida LIHEAP base heating payment
+  breakdown:
+    - range(1, 5)
+  propagate_metadata_to_children: true
+  reference:
+    - title: Florida FY2025 LIHEAP Payment Matrix, home energy benefit
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf
+    - title: Florida FY2026 LIHEAP Payment Matrix, home energy benefit
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf
+    - title: Florida draft FFY2027 LIHEAP State Plan, section 2.6
+      href: https://www.floridajobs.org/docs/lwdb-resources/lwdb-grants-management/economic-self-sufficiency-organizations/esso-grant-agreements/liheap/2026-liheap/draft-ffy2027_comm_liheap_model-plan-template_watermark.pdf#page=9

policyengine_us/parameters/gov/states/fl/commerce/liheap/payment/child_max_age.yaml

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+description: Florida provides the young-child household heating supplement when a member is no older than this age in completed years under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 5
+metadata:
+  unit: year
+  period: year
+  label: Florida LIHEAP child supplement maximum age
+  reference:
+    - title: Florida FY2026 LIHEAP Payment Matrix, child additional assistance
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf
+    - title: Florida FY2025 LIHEAP Payment Matrix, child additional assistance
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf

policyengine_us/parameters/gov/states/fl/commerce/liheap/payment/elderly_min_age.yaml

@@ -0,0 +1,12 @@
+description: Florida provides the elderly household heating supplement when a member is at least this age under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 60
+metadata:
+  unit: year
+  period: year
+  label: Florida LIHEAP elderly supplement minimum age
+  reference:
+    - title: Florida FY2026 LIHEAP Payment Matrix, elderly additional assistance
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf
+    - title: Florida FY2025 LIHEAP Payment Matrix, elderly additional assistance
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf

policyengine_us/parameters/gov/states/fl/commerce/liheap/payment/income_band_fpg_rate.yaml

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+description: Florida sets the poverty-guideline heating income-band upper bounds at this percentage of the federal poverty guidelines under the Low Income Home Energy Assistance Program.
+# The FY2025 matrix prints the first band one dollar below 75% (for example,
+# $43,574 at size 9), and the second band reads "At least 75%", so the first
+# band excludes its upper bound.
+first:
+  2024-10-01: 0.75
+second:
+  2024-10-01: 1
+third:
+  2024-10-01: 1.25
+metadata:
+  unit: /1
+  period: year
+  label: Florida LIHEAP heating income-band poverty guideline rates
+  propagate_metadata_to_children: true
+  reference:
+    - title: Florida FY2025 LIHEAP Payment Matrix, income bands for 9 to 20 people
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf

policyengine_us/parameters/gov/states/fl/commerce/liheap/payment/income_band_fraction.yaml

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+description: Florida sets these regular heating income-band upper bounds as fractions of the maximum household income under the Low Income Home Energy Assistance Program.
+first:
+  2024-10-01: 0.5
+second:
+  2024-10-01: 0.7
+third:
+  2024-10-01: 0.85
+metadata:
+  unit: /1
+  period: year
+  label: Florida LIHEAP heating income-band fractions
+  propagate_metadata_to_children: true
+  reference:
+    - title: Florida FY2026 LIHEAP Payment Matrix, income bands
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf
+    - title: Florida FY2025 LIHEAP Payment Matrix, income bands for 1 to 8 people
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf

policyengine_us/parameters/gov/states/fl/commerce/liheap/payment/supplement.yaml

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+description: Florida provides this additional heating payment once for each vulnerable household category present under the Low Income Home Energy Assistance Program.
+elderly:
+  2024-10-01: 100
+disabled:
+  2024-10-01: 100
+child:
+  2024-10-01: 150
+metadata:
+  unit: currency-USD
+  period: year
+  label: Florida LIHEAP vulnerable household heating supplements
+  propagate_metadata_to_children: true
+  reference:
+    - title: Florida FY2026 LIHEAP Payment Matrix, additional assistance
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/FL_BenefitMatrix_Heat-Cool_2026.pdf
+    - title: Florida FY2025 LIHEAP Payment Matrix, additional assistance
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/FL_BenefitMatrix_2025.pdf
+    - title: Florida FY2026 LIHEAP State Plan, section 2.4
+      href: https://liheapch.acf.gov/docs/2026/state-plans/FL_Plan_2026.pdf#page=9

policyengine_us/programs.yaml

@@ -808,7 +808,7 @@ 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, FL, IL, IN, KS, KY, MD, MS, NC, NE, NJ, NY, OR, TX
     state_implementations:
       - state: DC
         status: complete
@@ -822,6 +822,13 @@ programs:
         full_name: Massachusetts Low Income Home Energy Assistance Program
         variable: ma_liheap
         parameter_prefix: gov.states.ma.doer.liheap
+      - state: FL
+        status: partial
+        name: Florida LIHEAP
+        full_name: Florida Low Income Home Energy Assistance Program
+        variable: fl_liheap
+        parameter_prefix: gov.states.fl.commerce.liheap
+        notes: FY2025-FY2026 regular heating schedules are checked. FY2026 large-household eligibility conflicts with contract wording; above-range awards for categorical or 110%-poverty-floor households remain estimates. The current minor-income rule is backfilled to FY2025 without a confirmed change date. Crisis, cooling, weatherization and equipment assistance are out of scope.
       - state: IL
         status: complete
         name: Illinois LIHEAP