Add South Dakota LIEAP regular heating assistance

changelog.d/sd-liheap.added.md

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+Add South Dakota LIEAP regular heating assistance with FY2024-FY2026 income limits, county heating regions, direct and heat-in-rent payments, and mixed-status households.

policyengine_us/parameters/gov/states/sd/dss/liheap/income/earned_income_min_age.yaml

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+description: South Dakota excludes earned income below this age under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 18
+metadata:
+  unit: year
+  period: year
+  label: South Dakota LIEAP earned income minimum age
+  reference:
+    - title: South Dakota Administrative Rule 67:15:01:18(1), Income exclusions
+      href: https://sdlegislature.gov/Rules/Administrative/67:15:01:18

policyengine_us/parameters/gov/states/sd/dss/liheap/income/fpg_year_lag.yaml

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+description: South Dakota uses poverty guidelines from this many years before the heating year under the Low Income Energy Assistance Program.
+# The 2024-01-01 date records the FY2024 schedule in the annual model, not policy
+# commencement; earlier backfilled years are unverified.
+values:
+  2024-01-01: 1
+metadata:
+  unit: year
+  period: year
+  label: South Dakota LIEAP poverty guideline year lag
+  reference:
+    - title: "South Dakota FY2024 LIHEAP Benefit Matrix, income thresholds reconciled to 2023 guidelines #page 1-5"
+      href: https://liheapch.acf.gov/docs/2024/benefits-matricies/SD_BenefitMatrix_2024.pdf#page=1

policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/fpg_lower_rate.yaml

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+description: South Dakota uses this poverty guideline rate as the lower bound of its income limit under the Low Income Energy Assistance Program.
+# This numerical rule reproduces the FY2024 schedule and carries forward to FY2026;
+# the date is an annual-model observation, not policy commencement. Plan section
+# 2.1 prints 150% of the poverty guideline for size 10 in FY2025 and FY2026.
+values:
+  2024-01-01: 1.5
+metadata:
+  unit: /1
+  period: year
+  label: South Dakota LIEAP income limit lower poverty rate
+  reference:
+    - title: "South Dakota FY2024 LIHEAP Benefit Matrix, maximum income #page 1-5"
+      href: https://liheapch.acf.gov/docs/2024/benefits-matricies/SD_BenefitMatrix_2024.pdf#page=1
+    - title: South Dakota DSS, 2025-2026 Heating Season Income Limits (archived January 1, 2026)
+      href: https://web.archive.org/web/20260101052007/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx
+    - title: South Dakota FY2026 LIHEAP State Plan, section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=9
+    - title: South Dakota FY2025 LIHEAP State Plan, section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/SD_Plan_2025.pdf#page=8

policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/fpg_upper_rate.yaml

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+description: South Dakota limits household income to at most this share of the poverty guideline under the Low Income Energy Assistance Program.
+# This numerical rule reproduces the FY2024 schedule and carries forward to FY2026;
+# the date is an annual-model observation, not policy commencement. The FY2026
+# plan, section 2.1, prints 54.14%, 55.95% and 57.07% of state median income for
+# sizes 1-3, which equal 200% of the 2025 guideline at the $111,183 median:
+# $31,300 / ($111,183 x 52%), $42,300 / ($111,183 x 68%), $53,300 / ($111,183 x 84%).
+values:
+  2024-01-01: 2
+metadata:
+  unit: /1
+  period: year
+  label: South Dakota LIEAP income limit upper poverty rate
+  reference:
+    - title: "South Dakota FY2024 LIHEAP Benefit Matrix, maximum income #page 1-5"
+      href: https://liheapch.acf.gov/docs/2024/benefits-matricies/SD_BenefitMatrix_2024.pdf#page=1
+    - title: South Dakota DSS, 2025-2026 Heating Season Income Limits (archived January 1, 2026)
+      href: https://web.archive.org/web/20260101052007/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx
+    - title: South Dakota FY2026 LIHEAP State Plan, section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=9

policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/smi_rate.yaml

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+description: South Dakota limits household income to this share of state median income, within the poverty guideline bounds, under the Low Income Energy Assistance Program.
+# The rate applies to the four-person state median income before the household
+# size adjustment. Flooring before the size adjustment and flooring each quarter
+# reproduce the FY2024 and FY2026 tables, a reconciled numerical pattern. The date
+# is an FY2024 annual-model observation, not policy commencement.
+values:
+  2024-01-01: 0.6
+metadata:
+  unit: /1
+  period: year
+  label: South Dakota LIEAP income limit state median income rate
+  reference:
+    - title: "South Dakota FY2024 LIHEAP Benefit Matrix, maximum income #page 1-5"
+      href: https://liheapch.acf.gov/docs/2024/benefits-matricies/SD_BenefitMatrix_2024.pdf#page=1
+    - title: South Dakota DSS, 2025-2026 Heating Season Income Limits (archived January 1, 2026)
+      href: https://web.archive.org/web/20260101052007/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx
+    - title: South Dakota FY2026 LIHEAP State Plan, section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=9
+    - title: South Dakota FY2025 LIHEAP State Plan, section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/SD_Plan_2025.pdf#page=8

policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/table/amount.yaml

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+description: South Dakota limits three-month household income to this amount under the Low Income Energy Assistance Program.
+# The FY2025 plan, section 2.1 (SD_Plan_2025.pdf#page=8), lists 60% of state
+# median income for sizes 1-9 and 150% of the poverty guideline for size 10;
+# the published limits for sizes 1-3 equal 200% of the 2024 guideline instead.
+# The table stops at size 10; larger households use the income limit rule.
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: currency-USD
+  unit: currency-USD
+  # Amounts are three-month totals; sd_liheap_income_limit multiplies them by
+  # four. No quarter period exists, so this follows the year convention of
+  # other quarterly dollar amounts (Pennsylvania minimum_high_quarter_wages, New
+  # York high_quarter_minimum).
+  period: year
+  label: South Dakota LIEAP published three-month income limit
+  reference:
+    - title: South Dakota DSS, 2024-2025 Heating Season Income Limits (archived January 14, 2025)
+      href: https://web.archive.org/web/20250114001211/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx
+
+brackets:
+  - threshold:
+      2024-10-01: 1
+    amount:
+      2024-10-01: 7_530
+  - threshold:
+      2024-10-01: 2
+    amount:
+      2024-10-01: 10_220
+  - threshold:
+      2024-10-01: 3
+    amount:
+      2024-10-01: 12_910
+  - threshold:
+      2024-10-01: 4
+    amount:
+      2024-10-01: 15_858
+  - threshold:
+      2024-10-01: 5
+    amount:
+      2024-10-01: 18_396
+  - threshold:
+      2024-10-01: 6
+    amount:
+      2024-10-01: 20_933
+  - threshold:
+      2024-10-01: 7
+    amount:
+      2024-10-01: 21_409
+  - threshold:
+      2024-10-01: 8
+    amount:
+      2024-10-01: 21_884
+  - threshold:
+      2024-10-01: 9
+    amount:
+      2024-10-01: 22_360
+  - threshold:
+      2024-10-01: 10
+    amount:
+      2024-10-01: 23_805

policyengine_us/parameters/gov/states/sd/dss/liheap/income/limits/table/in_effect.yaml

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+description: South Dakota uses its published three-month income limit table when this is true under the Low Income Energy Assistance Program.
+values:
+  # The poverty guideline and state median income rule reproduces every
+  # FY2024 matrix limit (sizes 1-15).
+  2023-10-01: false
+  # The published 2024-2025 limits for sizes 4-7 depart from that rule.
+  2024-10-01: true
+  # The rule reproduces every published 2025-2026 limit (sizes 1-10).
+  2025-10-01: false
+metadata:
+  unit: bool
+  period: year
+  label: South Dakota LIEAP published income limit table in effect
+  reference:
+    - title: "South Dakota FY2024 LIHEAP Benefit Matrix, maximum income #page 1-5"
+      href: https://liheapch.acf.gov/docs/2024/benefits-matricies/SD_BenefitMatrix_2024.pdf#page=1
+    - title: South Dakota DSS, 2024-2025 Heating Season Income Limits (archived January 14, 2025)
+      href: https://web.archive.org/web/20250114001211/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx
+    - title: South Dakota DSS, 2025-2026 Heating Season Income Limits (archived January 1, 2026)
+      href: https://web.archive.org/web/20260101052007/https://dss.sd.gov/economicassistance/energy_weatherization_assistance.aspx

policyengine_us/parameters/gov/states/sd/dss/liheap/income/secondary_school_age_limit.yaml

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+description: South Dakota excludes earned income of secondary school students below this age under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 19
+metadata:
+  unit: year
+  period: year
+  label: South Dakota LIEAP secondary school earned income age limit
+  reference:
+    - title: South Dakota Administrative Rule 67:15:01:18(1), Income exclusions
+      href: https://sdlegislature.gov/Rules/Administrative/67:15:01:18

policyengine_us/parameters/gov/states/sd/dss/liheap/income/sources/earned.yaml

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+description: South Dakota uses these sources as earned income under the Low Income Energy Assistance Program.
+values:
+  2025-10-01:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+# Earnings of members under 18, or under 19 in high school, are excluded.
+# Use existing net business inputs and floor source losses without an additional
+# business-expense deduction or reconstructing gross receipts.
+metadata:
+  unit: list
+  period: year
+  label: South Dakota LIEAP earned income sources
+  reference:
+    - title: South Dakota Administrative Rule 67:15:01:18.01, Self-employed households
+      href: https://sdlegislature.gov/Rules/Administrative/67:15:01:18.01
+    - title: "South Dakota FY2026 LIHEAP State Plan, section 1.9 #page 6-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/sd/dss/liheap/income/sources/unearned.yaml

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+description: South Dakota uses these sources as unearned income for members of all ages under the Low Income Energy Assistance Program.
+values:
+  2025-10-01:
+    # Social Security is counted in the formula, net of the Medicare Part B
+    # premium (rule 67:15:01:18(12)), and TANF through the take-up-gated tanf.
+    - ssi
+    - pension_income
+    # 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.
+    - military_retirement_pay
+    - railroad_benefits
+    - survivor_benefits
+    - total_unemployment_compensation
+    # The application (page 5) lists "Worker's Compensation" as gross income,
+    # rule 67:15:01:01(4) counts unearned income before deductions, and rule
+    # 67:15:01:18 does not exclude it.
+    - workers_compensation
+    - veterans_benefits
+    - child_support_received
+    - alimony_income
+    - rental_income
+    - farm_rent_income
+    - strike_benefits
+    - general_assistance
+    # The manual (page 25) counts trust income ("Trusts", Y).
+    - estate_income
+    # The manual (page 27) counts "Lottery or gaming winnings" in full: "If
+    # received in the 3 month LIEAP time frame count entire amount." The FY2026
+    # plan, section 1.9 (page 6), leaves "One-time lump-sum payments, such as
+    # rebates/credits, winnings from lotteries" unchecked. The manual is followed.
+    - gambling_winnings
+    # Regular cash help from family or friends counts. Rule 67:15:01:18(17)
+    # excludes only "Cash gifts for recurring occasions such as birthdays and
+    # Christmas"; the manual (page 25) counts "Cash Gifts (Monthly)" listed for
+    # all three months, and the application (page 5) lists "Money from Family
+    # or Friends" as gross income. The FY2026 plan, section 1.9 (page 6), leaves
+    # "Cash gifts" unchecked; the rule and manual are followed. An annual input
+    # is read as regular help, not a one-time or occasion gift.
+    - financial_assistance
+# Pension and Social Security subcomponents are not added again. Interest,
+# dividends and capital gains are excluded.
+metadata:
+  unit: list
+  period: year
+  label: South Dakota LIEAP unearned income sources
+  reference:
+    - title: "South Dakota FY2026 LIHEAP State Plan, sections 1.5 and 1.9 and fixed-income processing #page 5-7,10"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/SD_Plan_2026.pdf#page=5
+    - title: South Dakota Administrative Rule 67:15:01:01(4), Gross income
+      href: https://sdlegislature.gov/Rules/Administrative/67:15:01:01
+    - title: South Dakota Administrative Rule 67:15:01:18, Income exclusions
+      href: https://sdlegislature.gov/Rules/Administrative/67:15:01:18
+    - title: South Dakota Energy Assistance Application EA-297 (08/25), income section
+      href: https://dss.sd.gov/formsandpubs/docs/ENERGY/energyassistanceapplication.pdf#page=5
+    - title: "South Dakota LIEAP Policy and Procedures Manual (2018), countable income table #page 25,27-28"
+      href: https://liheapch.acf.gov/sites/default/files/webfiles/docs/SD_Policy-and-Procedures-Manual2018.pdf#page=25