Add Oklahoma LIHEAP regular heating assistance

changelog.d/ok-liheap.added.md

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+Add Oklahoma LIHEAP regular heating assistance, including qualified household size, income deeming, heating responsibility, and published payment schedules, with documented input limitations.

policyengine_us/parameters/gov/states/ok/dhs/liheap/income/deductions/earned_income.yaml

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+description: Oklahoma deducts up to this monthly amount from each employed member's earned income under the Low Income Home Energy Assistance Program.
+# Eligible members receive this deduction after the gross income test.
+# Ineligible members receive it within deeming before that test.
+# The 10/1/2024, 10/1/2025 and 10/1/2026 editions of Appendix C-7 all print
+# $240.
+values:
+  2024-10-01: 240
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Oklahoma LIHEAP monthly earned income deduction
+  reference:
+    - title: OKDHS Appendix C-7, Earned income deduction, 10/1/2024 edition
+      href: https://web.archive.org/web/20241207141659id_/https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf
+    - title: OKDHS Appendix C-7, Earned income deduction, 10/1/2025 edition
+      href: https://web.archive.org/web/20260509201726id_/https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf
+    - title: OKDHS Appendix C-7, Earned income deduction, current edition (10/1/2026)
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf
+    - title: OAC 340:20-1-11(c)(3), September 2025 permanent adoption
+      href: https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=581

policyengine_us/parameters/gov/states/ok/dhs/liheap/income/deductions/medical_age_threshold.yaml

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+description: Oklahoma limits the medical expense deduction to members this age or older, or disabled, under the Low Income Home Energy Assistance Program.
+values:
+  2025-09-15: 60
+
+metadata:
+  unit: year
+  period: year
+  label: Oklahoma LIHEAP medical deduction age threshold
+  reference:
+    - title: OAC 340:20-1-11(c)(1), September 2025 permanent adoption
+      href: https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=580

policyengine_us/parameters/gov/states/ok/dhs/liheap/income/deeming/child_only_need_standard.yaml

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+description: Oklahoma deducts this monthly need standard from the income of a children-only group of ineligible members before deeming it under the Low Income Home Energy Assistance Program.
+# C-1 Schedule IX-B is children only. Adult-containing groups reuse the
+# existing TANF Schedule IX-A parameter. The 1/1/2025, 7/1/2025, 4/1/2026
+# and 7/1/2026 editions of Appendix C-1 print the same schedule.
+brackets:
+  - threshold:
+      2025-01-01: 1
+    amount:
+      2025-01-01: 193
+  - threshold:
+      2025-01-01: 2
+    amount:
+      2025-01-01: 380
+  - threshold:
+      2025-01-01: 3
+    amount:
+      2025-01-01: 535
+  - threshold:
+      2025-01-01: 4
+    amount:
+      2025-01-01: 691
+  - threshold:
+      2025-01-01: 5
+    amount:
+      2025-01-01: 830
+  - threshold:
+      2025-01-01: 6
+    amount:
+      2025-01-01: 974
+  - threshold:
+      2025-01-01: 7
+    amount:
+      2025-01-01: 1_098
+  - threshold:
+      2025-01-01: 8
+    amount:
+      2025-01-01: 1_219
+  - threshold:
+      2025-01-01: 9
+    amount:
+      2025-01-01: 1_333
+
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: currency-USD
+  period: month
+  label: Oklahoma LIHEAP children-only deemed-income need standard
+  reference:
+    - title: OAC 340:20-1-11(a)(4)(C), need allowance for ineligible members
+      href: https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html
+    - title: OKDHS Appendix C-1, Schedule IX-B, 1/1/2025 edition
+      href: https://web.archive.org/web/20250222193016id_/https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-1.pdf#page=4
+    - title: OKDHS Appendix C-1, Schedule IX-B, 7/1/2026 edition
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-1.pdf#page=5

policyengine_us/parameters/gov/states/ok/dhs/liheap/income/limit/fpg_rate.yaml

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+description: Oklahoma limits gross income to this multiple of the federal poverty guideline under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 1.3
+
+metadata:
+  unit: /1
+  period: year
+  label: Oklahoma LIHEAP federal poverty guideline rate
+  reference:
+    - title: Oklahoma FY2025 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/OK_Plan_2025.pdf#page=9
+    - title: Oklahoma FY2026 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=9
+    - title: Oklahoma FY2025 Winter Heating application announcement
+      href: https://oklahoma.gov/okdhs/newsroom/2024/december/comm12172024.html
+    - title: Oklahoma FY2026 Winter Heating application announcement
+      href: https://oklahoma.gov/okdhs/newsroom/2026/january/comm01062026.html
+    - title: OKDHS Appendix C-7, effective October 1, 2026
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf

policyengine_us/parameters/gov/states/ok/dhs/liheap/income/limit/fpg_year_lag.yaml

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+description: Oklahoma uses the federal poverty guideline from this many years before the heating benefit year under the Low Income Home Energy Assistance Program.
+# The 10/1/2024, 10/1/2025 and 10/1/2026 Appendix C-7 charts reconcile to
+# the 2024, 2025 and 2026 guidelines.
+values:
+  2024-10-01: 1
+
+metadata:
+  unit: year
+  period: year
+  label: Oklahoma LIHEAP federal poverty guideline year lag
+  reference:
+    - title: Oklahoma FY2025 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/OK_Plan_2025.pdf#page=9
+    - title: Oklahoma FY2025 Winter Heating application announcement
+      href: https://oklahoma.gov/okdhs/newsroom/2024/december/comm12172024.html
+    - title: Oklahoma FY2026 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=9
+    - title: Oklahoma FY2026 Winter Heating application announcement
+      href: https://oklahoma.gov/okdhs/newsroom/2026/january/comm01062026.html
+    - title: OKDHS Appendix C-7, effective October 1, 2026
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf

policyengine_us/parameters/gov/states/ok/dhs/liheap/income/limit/max_table_size.yaml

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+description: Oklahoma sets monthly income limits through this household size and adds a per-member amount above it under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 8
+
+metadata:
+  unit: person
+  period: year
+  label: Oklahoma LIHEAP maximum income table size
+  reference:
+    - title: Oklahoma FY2025 Winter Heating application announcement
+      href: https://oklahoma.gov/okdhs/newsroom/2024/december/comm12172024.html
+    - title: Oklahoma FY2026 Winter Heating application announcement
+      href: https://oklahoma.gov/okdhs/newsroom/2026/january/comm01062026.html
+    - title: OKDHS Appendix C-7, additional-person instruction, 10/1/2024 edition
+      href: https://web.archive.org/web/20241207141659id_/https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf
+    - title: OKDHS Appendix C-7, additional-person instruction, 10/1/2026 edition
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf

policyengine_us/parameters/gov/states/ok/dhs/liheap/income/limit/rounding_increment.yaml

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+description: Oklahoma rounds monthly income limits up to this increment under the Low Income Home Energy Assistance Program.
+# Ceiling the base and each extra-person amount separately matches the
+# published charts and their $583, $596 and $616 additional-person amounts
+# (Appendix C-7, 10/1/2024, 10/1/2025 and 10/1/2026 editions).
+values:
+  2024-10-01: 1
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Oklahoma LIHEAP monthly income limit rounding increment
+  reference:
+    - title: Oklahoma FY2025 Winter Heating application announcement
+      href: https://oklahoma.gov/okdhs/newsroom/2024/december/comm12172024.html
+    - title: Oklahoma FY2026 Winter Heating application announcement
+      href: https://oklahoma.gov/okdhs/newsroom/2026/january/comm01062026.html
+    - title: OKDHS Appendix C-7, 10/1/2024 edition
+      href: https://web.archive.org/web/20241207141659id_/https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf
+    - title: OKDHS Appendix C-7, effective October 1, 2026
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7.pdf

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

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+description: Oklahoma uses these sources as earned income under the Low Income Home Energy Assistance Program.
+# Existing net business inputs stand in for gross receipts less the 50%
+# business-expense deduction (OAC 340:20-1-11(c)(4)); no new expense input.
+# partnership_s_corp_income mixes active partners' self-employment earnings,
+# earned under 340:20-1-11(a)(2), with S corporation and passive partnership
+# shares that Oklahoma SNAP counts as unearned (340:50-7-29(b)(2), (c)(8)).
+# The input cannot separate them; only the $240 earned deduction differs.
+values:
+  2025-09-15:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+
+metadata:
+  unit: list
+  period: year
+  label: Oklahoma LIHEAP earned income sources
+  reference:
+    - title: "OAC 340:20-1-11(a)-(b), September 2025 permanent adoption #page 576-578"
+      href: https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=576
+    - title: OAC 340:50-7-22, Incorporated SNAP income exclusions
+      href: https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html

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

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+description: Oklahoma uses these sources as unearned income under the Low Income Home Energy Assistance Program.
+# OAC 340:20-1-11(a) counts earned and unearned income unless excluded.
+# Income sources represent regular receipts, not excluded asset principal,
+# loans, nonrecurring lump sums or restricted trust distributions. The
+# September 2025 rule replaces the old 38-item list with program-specific
+# exclusions, defaulting to Oklahoma SNAP exclusions. Aggregate inputs cannot
+# distinguish every exclusion, including irregular small gifts, qualified
+# educational/VA aid, restricted tribal trust receipts, redirected support
+# and third-party payments. Those detailed pathways remain unverified.
+# State SSP receipts are not modeled; SSI is federal, and TANF is added once
+# at SPMUnit level through the take-up-gated tanf aggregate.
+values:
+  2025-09-15:
+    # Reported unemployment compensation, otherwise modeled Oklahoma UI (ok_ui).
+    - total_unemployment_compensation
+    - strike_benefits
+    # OAC 340:20-1-11(a) counts "All gross earned and unearned income", and
+    # 340:20-1-11(c) requires the gross income standard to be met "before
+    # allowing applicable income deductions", which include "Medicare premiums"
+    # (340:50-7-31(a)(3)(A)(vi)). Plan item 1.9 (FY2025-FY2027, PDF page 6)
+    # checks "Excluding MediCare deduction" for SSA benefits; the regulation
+    # governs, and the plan narrative (FY2026, PDF page 7) also uses gross income.
+    - 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
+    # Plan Section 1.9 counts retirement benefits; IRA, 401(k), 403(b), SEP
+    # and Keogh distributions are separate inputs from pension_income.
+    - retirement_distributions
+    - survivor_benefits
+    - railroad_benefits
+    - workers_compensation
+    - disability_benefits
+    - rental_income
+    - farm_rent_income
+    - alimony_income
+    - child_support_received
+    - interest_income
+    - ordinary_dividend_income
+    - veterans_benefits
+    - financial_assistance
+    - estate_income
+
+metadata:
+  unit: list
+  period: year
+  label: Oklahoma LIHEAP unearned income sources
+  reference:
+    - title: "OAC 340:20-1-11(a)-(b), September 2025 permanent adoption #page 576-578"
+      href: https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=576
+    - title: OAC 340:50-7-22 and 340:50-7-29(c), incorporated SNAP income exclusions and inclusions
+      href: https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html
+    - title: "Oklahoma FY2026 State Plan, Section 1.9 and income narrative #page 6-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/OK_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/ok/dhs/liheap/income/student_earned_income_age_limit.yaml

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+description: Oklahoma excludes earned income of elementary or high school students under adult control below this age under the Low Income Home Energy Assistance Program.
+# The current LIHEAP rule incorporates program-dependent exclusions and
+# defaults to Oklahoma SNAP exclusions. is_in_k12_school represents elementary
+# or high school attendance and tax dependency approximates adult control;
+# excluded training income is not separately identified.
+values:
+  2025-09-15: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Oklahoma LIHEAP student earned income exclusion age limit
+  reference:
+    - title: OAC 340:20-1-11(b), September 2025 permanent adoption
+      href: https://oklahoma.gov/content/dam/ok/en/omma/content/rulemaking-process/rules/Register_Volume-42_Issue-20.pdf#page=578
+    - title: OAC 340:50-7-22(9), Child earnings
+      href: https://prod-ok-administrativerules.tecuity.com/api/BlobStorageGetFile?storageContainer=TitleHtml&name=Title_340.html

policyengine_us/parameters/gov/states/ok/dhs/liheap/payment/household_size_group.yaml

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+description: Oklahoma uses this household-size group for the regular heating payment under the Low Income Home Energy Assistance Program.
+brackets:
+  - threshold:
+      2021-10-01: 0
+    amount:
+      2021-10-01: 1
+  - threshold:
+      2021-10-01: 4
+    amount:
+      2021-10-01: 2
+  - threshold:
+      2021-10-01: 7
+    amount:
+      2021-10-01: 3
+
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: /1
+  period: year
+  label: Oklahoma LIHEAP payment household size group
+  reference:
+    - title: OKDHS Appendix C-7-A, Winter Heating Program
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=1
+    - title: Oklahoma FY2026 Benefits Matrix
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OK_BenefitMatrix_2026.docx

policyengine_us/parameters/gov/states/ok/dhs/liheap/payment/income_band.yaml

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+description: Oklahoma uses this net monthly income band for the regular heating payment under the Low Income Home Energy Assistance Program.
+# Printed lower bounds are inclusive. Monthly net income is rounded half up
+# to the nearest dollar before the lookup (OAC 340:20-1-11(a)).
+brackets:
+  - threshold:
+      2021-10-01: 0
+    amount:
+      2021-10-01: 1
+  - threshold:
+      2021-10-01: 401
+    amount:
+      2021-10-01: 2
+  - threshold:
+      2021-10-01: 701
+    amount:
+      2021-10-01: 3
+
+metadata:
+  type: single_amount
+  threshold_unit: currency-USD
+  amount_unit: /1
+  period: month
+  label: Oklahoma LIHEAP net monthly income band
+  reference:
+    - title: OKDHS Appendix C-7-A, Winter Heating Program
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=1
+    - title: Oklahoma FY2026 Benefits Matrix
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OK_BenefitMatrix_2026.docx

policyengine_us/parameters/gov/states/ok/dhs/liheap/payment/matrix/delivered.yaml

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+description: Oklahoma provides this regular winter heating payment by net income and household size for propane, kerosene or heating oil under the Low Income Home Energy Assistance Program.
+
+1:
+  1:
+    2021-10-01: 425
+  2:
+    2021-10-01: 468
+  3:
+    2021-10-01: 500
+
+2:
+  1:
+    2021-10-01: 350
+  2:
+    2021-10-01: 385
+  3:
+    2021-10-01: 412
+
+3:
+  1:
+    2021-10-01: 280
+  2:
+    2021-10-01: 308
+  3:
+    2021-10-01: 330
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Oklahoma LIHEAP delivered winter payment matrix
+  propagate_metadata_to_children: true
+  breakdown:
+    - range(1, 4)
+    - range(1, 4)
+  breakdown_labels:
+    - Net monthly income band
+    - Household size group
+  reference:
+    - title: OKDHS Appendix C-7-A, Winter Heating Program
+      href: https://oklahoma.gov/content/dam/ok/en/okdhs/documents/searchcenter/okdhsformresults/c-7-a.pdf#page=1
+    - title: Oklahoma FY2026 Benefits Matrix
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OK_BenefitMatrix_2026.docx