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1 change: 1 addition & 0 deletions changelog.d/oh-liheap.added.md
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Add a partial Ohio HEAP model for household composition, income, eligibility and regular heating payments, with sourced historical payment caps and explicitly estimated later awards.
11 changes: 11 additions & 0 deletions 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
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description: Ohio limits income to this multiple of the federal poverty guideline for households within the applicable size range under the Home Energy Assistance Program.
values:
2022-07-01: 1.75
metadata:
unit: /1
period: year
label: Ohio HEAP federal poverty guideline rate
reference:
- title: Ohio 2022-2023 Energy Assistance Programs Guidelines, section E-2.2
href: https://irp.cdn-website.com/aa88b0b1/files/uploaded/2022-24%20ATTACHMENT%202022-2023%20EAP%20Guidelines%20%281%29.pdf#page=7
- title: Ohio Energy Assistance Programs Application, July 2023-May 2024
href: https://dam.assets.ohio.gov/image/upload/development.ohio.gov/individual/energyassistance/2023-2024-Heap-Application-ES-BW.pdf#page=1
- title: Ohio Energy Assistance Programs Application, July 2024-May 2025
href: https://clevelandohio.gov/sites/clevelandohio/files/aging/2024-2025_HEAP_application_B_W_1.pdf#page=1
- title: Ohio Energy Assistance Programs Application, July 2025-May 2026
href: https://www.clevelandohio.gov/sites/clevelandohio/files/aging/Home%20repair%20Applications/2025-2026_HEAP_application_B_W.pdf#page=1
- title: Ohio JFS 00330 Energy Assistance Programs Application, July 2026-May 2027
href: https://www.lccaa.net/wp-content/uploads/2026/07/2026-2027-EAP-Application-7-2026.pdf#page=1
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description: Ohio uses federal poverty guidelines from this many years before the modeled benefit year under the Home Energy Assistance Program.
# Model year 2026 represents the July 2025-May 2026 program season. The
# 2022-2023 Guidelines print 175% of the 2022 guidelines ($8,260 per added
# member), and the 2024-2025 application prints 175% of the 2024 guidelines.
values:
2022-07-01: 1
metadata:
unit: year
period: year
label: Ohio HEAP federal poverty guideline year lag
reference:
- title: Ohio 2022-2023 Energy Assistance Programs Guidelines, section E-2.2
href: https://irp.cdn-website.com/aa88b0b1/files/uploaded/2022-24%20ATTACHMENT%202022-2023%20EAP%20Guidelines%20%281%29.pdf#page=7
- title: Ohio Energy Assistance Programs Application, July 2024-May 2025
href: https://clevelandohio.gov/sites/clevelandohio/files/aging/2024-2025_HEAP_application_B_W_1.pdf#page=1
- title: Ohio Energy Assistance Programs Application, July 2025-May 2026
href: https://www.clevelandohio.gov/sites/clevelandohio/files/aging/Home%20repair%20Applications/2025-2026_HEAP_application_B_W.pdf#page=1
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description: Ohio uses the federal poverty guideline income limit through this household size before switching to state median income under the Home Energy Assistance Program.
# The 2022-2023 Guidelines apply 175% FPG to every household size; the FY2023
# plan's section 2.1 lists 60% SMI for all sizes, but the Guidelines govern.
# The July 2023-May 2024 application prints 175% FPG limits through size eight
# and adds $8,995 per added member, so that season keeps the all-sizes rule.
# The 2024-2025 application prints FPG limits through size seven, and the
# FY2025 plan's section 2.1 puts size eight on 60% SMI.
values:
2022-07-01: .inf
2024-07-01: 7
2025-07-01: 8
2026-07-01: 7
metadata:
unit: person
period: year
label: Ohio HEAP maximum household size for poverty guideline limit
reference:
- title: Ohio 2022-2023 Energy Assistance Programs Guidelines, section E-2.2
href: https://irp.cdn-website.com/aa88b0b1/files/uploaded/2022-24%20ATTACHMENT%202022-2023%20EAP%20Guidelines%20%281%29.pdf#page=7
- title: Ohio FY2023 LIHEAP State Plan, section 2.1
href: https://liheapch.acf.gov/docs/2023/state-plans/OH_Plan_2023.pdf#page=8
- title: Ohio Energy Assistance Programs Application, July 2023-May 2024
href: https://dam.assets.ohio.gov/image/upload/development.ohio.gov/individual/energyassistance/2023-2024-Heap-Application-ES-BW.pdf#page=1
- title: Ohio Energy Assistance Programs Application, July 2024-May 2025
href: https://clevelandohio.gov/sites/clevelandohio/files/aging/2024-2025_HEAP_application_B_W_1.pdf#page=1
- title: Ohio FY2025 LIHEAP State Plan, section 2.1
href: https://liheapch.acf.gov/docs/2025/state-plans/OH_Plan_2025.pdf#page=8
- title: Ohio Energy Assistance Programs Application, July 2025-May 2026
href: https://www.clevelandohio.gov/sites/clevelandohio/files/aging/Home%20repair%20Applications/2025-2026_HEAP_application_B_W.pdf#page=1
- title: Ohio JFS 00330 Energy Assistance Programs Application, July 2026-May 2027
href: https://www.lccaa.net/wp-content/uploads/2026/07/2026-2027-EAP-Application-7-2026.pdf#page=1
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description: Ohio limits income to this fraction of state median income for households above the poverty-guideline household-size limit under the Home Energy Assistance Program.
values:
2024-07-01: 0.6
metadata:
unit: /1
period: year
label: Ohio HEAP state median income rate
reference:
- title: Ohio Energy Assistance Programs Application, July 2024-May 2025
href: https://clevelandohio.gov/sites/clevelandohio/files/aging/2024-2025_HEAP_application_B_W_1.pdf#page=1
- title: Ohio Energy Assistance Programs Application, July 2025-May 2026
href: https://www.clevelandohio.gov/sites/clevelandohio/files/aging/Home%20repair%20Applications/2025-2026_HEAP_application_B_W.pdf#page=1
- title: Ohio JFS 00330 Energy Assistance Programs Application, July 2026-May 2027
href: https://www.lccaa.net/wp-content/uploads/2026/07/2026-2027-EAP-Application-7-2026.pdf#page=1
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description: Ohio uses state median income from this many years before the modeled benefit year under the Home Energy Assistance Program.
# Inferred from the federal cap, not stated: 42 USC 8624(b)(2)(B) caps
# eligibility at the greater of 150% of poverty and 60% of SMI, so Ohio's
# printed switch from 175% FPG to 60% SMI shows which SMI year it used.
# The 2024-25 application prints 175% FPG through size 7 ($82,845): only
# the FFY2025 SMI ($109,319) fits, because with FFY2024 the size-7 175% FPG
# limit exceeds the cap. The 2025-26 application prints 175% FPG through
# size 8 ($94,762): only the FFY2026 SMI ($114,593) fits. Those seasons
# therefore use no lag. The 2026-27 Consumers' Counsel fact sheet's limits
# for sizes 8, 11 and 12 equal the HHS FFY2026 60% SMI amounts (sizes 9 and
# 10 are $2-3 higher), so that season reuses FFY2026 (a one-year lag, also
# inferred).
values:
2024-07-01: 0
2026-07-01: 1
metadata:
unit: year
period: year
label: Ohio HEAP state median income year lag
reference:
- title: 42 USC 8624(b)(2)(B)
href: https://www.law.cornell.edu/uscode/text/42/8624
- title: Ohio Energy Assistance Programs Application, July 2024-May 2025
href: https://clevelandohio.gov/sites/clevelandohio/files/aging/2024-2025_HEAP_application_B_W_1.pdf#page=1
- title: Ohio Energy Assistance Programs Application, July 2025-May 2026
href: https://www.clevelandohio.gov/sites/clevelandohio/files/aging/Home%20repair%20Applications/2025-2026_HEAP_application_B_W.pdf#page=1
- title: Ohio Consumers' Counsel, Home Energy Assistance Program (HEAP) fact sheet, 2026-2027
href: https://occ.ohio.gov/sites/default/files/2026-08/OCC-Home-Energy-Assistance-Program-HEAP_0.pdf#page=1
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description: Ohio excludes the income of dependent members below this age, other than Social Security, under the Home Energy Assistance Program.
values:
2025-07-01: 18
metadata:
unit: year
period: year
label: Ohio HEAP adult income age
reference:
- title: Ohio 2022-2023 Energy Assistance Programs Guidelines, section E-2.2
href: https://irp.cdn-website.com/aa88b0b1/files/uploaded/2022-24%20ATTACHMENT%202022-2023%20EAP%20Guidelines%20%281%29.pdf#page=7
- title: Ohio Energy Assistance Programs Application, July 2025-May 2026, Total Household Eligible Income Section
href: https://www.clevelandohio.gov/sites/clevelandohio/files/aging/Home%20repair%20Applications/2025-2026_HEAP_application_B_W.pdf#page=7
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description: Ohio deducts these expenses from countable income under the Home Energy Assistance Program.
# The premium inputs are disjoint (payroll premiums are only in the pretax
# input), so each premium is deducted once.
values:
2025-07-01:
- child_support_expense
- health_insurance_premiums_without_medicare_part_b
- pre_tax_health_insurance_premiums
- medicare_part_b_premium
metadata:
unit: list
period: year
label: Ohio HEAP income deductions
reference:
- title: "Ohio 2022-2023 Energy Assistance Programs Guidelines, Appendices XII and XXIII #page 57,74"
href: https://irp.cdn-website.com/aa88b0b1/files/uploaded/2022-24%20ATTACHMENT%202022-2023%20EAP%20Guidelines%20%281%29.pdf#page=57
- title: "Ohio FY2026 LIHEAP State Plan, revision 2, section 1.9 #page 5-6"
href: https://dam.assets.ohio.gov/image/upload/v1769700600/development.ohio.gov/individual/energyassistance/DETAILED_MODEL_PLAN_LIHEAP__10_01_2025.pdf#page=5
- title: Ohio Energy Assistance Programs Application, July 2025-May 2026
href: https://www.clevelandohio.gov/sites/clevelandohio/files/aging/Home%20repair%20Applications/2025-2026_HEAP_application_B_W.pdf#page=7
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description: Ohio uses these sources as earned income under the Home Energy Assistance Program.
# Existing net business inputs are used without another expense deduction.
values:
2025-07-01:
- employment_income
- self_employment_income
- sstb_self_employment_income
- farm_operations_income
- partnership_s_corp_income
metadata:
unit: list
period: year
label: Ohio HEAP earned income sources
reference:
- title: "Ohio 2022-2023 Energy Assistance Programs Guidelines, sections E-2.2-2.3 and Appendix XXIII #page 7-8,73"
href: https://irp.cdn-website.com/aa88b0b1/files/uploaded/2022-24%20ATTACHMENT%202022-2023%20EAP%20Guidelines%20%281%29.pdf#page=7
- title: "Ohio FY2026 LIHEAP State Plan, revision 2, section 1.9 #page 5-6"
href: https://dam.assets.ohio.gov/image/upload/v1769700600/development.ohio.gov/individual/energyassistance/DETAILED_MODEL_PLAN_LIHEAP__10_01_2025.pdf#page=5
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description: Ohio uses these sources as unearned income under the Home Energy Assistance Program.
values:
2025-07-01:
- total_unemployment_compensation
- strike_benefits
# Social Security is counted in the formula, including a dependent
# minor's benefit paid to an adult payee (Guidelines section E-2.2).
- 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. Appendix XXIII lists military pensions.
- military_retirement_pay
# Railroad Retirement is a retirement benefit that is not on the excluded
# income list; section E-2.3 counts any income not listed elsewhere.
- railroad_benefits
# The FY2026 plan, section 1.9 (page 6), leaves "General Assistance
# benefits" unchecked. The Guidelines list it as neither countable nor
# excluded (pages 73-76), and E-2.3 (page 8) states "Other Countable Income
# includes any income not listed above." The Guidelines govern.
- general_assistance
- survivor_benefits
# The current application excludes VA disabilities, but this aggregate
# cannot separate them from other VA receipts. Its inclusion is provisional
# and does not accurately apply the documented VA subtype distinction.
- veterans_benefits
- workers_compensation
- disability_benefits
- alimony_income
- rental_income
- farm_rent_income
- interest_income
- ordinary_dividend_income
- retirement_distributions
- estate_income
- capital_gains
- gambling_winnings
# Retirement account withdrawals are distinct from pension income in the model.
# The Guidelines explicitly count capital gains and estate/trust settlements, not
# merely asset sale proceeds. Those inputs do not capture every principal payout.
# TANF, child support received and gifts are excluded (Guidelines pages 75-76;
# unchecked in the FY2026 plan).
metadata:
unit: list
period: year
label: Ohio HEAP unearned income sources
reference:
- title: "Ohio 2022-2023 Energy Assistance Programs Guidelines, sections E-2.2-2.3 and Appendix XXIII #page 7-8,73-76"
href: https://irp.cdn-website.com/aa88b0b1/files/uploaded/2022-24%20ATTACHMENT%202022-2023%20EAP%20Guidelines%20%281%29.pdf#page=7
- title: "Ohio FY2026 LIHEAP State Plan, revision 2, section 1.9 (current income inclusions and exclusions) #page 5-6"
href: https://dam.assets.ohio.gov/image/upload/v1769700600/development.ohio.gov/individual/energyassistance/DETAILED_MODEL_PLAN_LIHEAP__10_01_2025.pdf#page=5
- title: Ohio Energy Assistance Programs Application, July 2025-May 2026 (VA disabilities excluded)
href: https://www.clevelandohio.gov/sites/clevelandohio/files/aging/Home%20repair%20Applications/2025-2026_HEAP_application_B_W.pdf#page=7
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description: Ohio sets this payment formula intercept under the Home Energy Assistance Program.
# The 2021 values carry through 2022; no final 2022 workbook was found.
# The 2024 and 2025 covers give credit percentages, but no formula sheet.
# These estimated intercepts apply the final 2023 workbook's $950 winter
# cost and page 11 method to the cover percentages: 0.50 x 950 = 475 and
# 0.265 x 950 = 251.75. Matching cover maxima does not verify interior awards.
# Ohio's January 16, 2025 notice confirms the operative 2025 range $24-$441
# and prior-year range $41-$811; it does not supply current coefficients.
# The minimum awards include PIPP treatment, which remains unmodeled.
# The 2026 estimate fits the FY2026 matrix range in FY2027 draft plan items
# 2.5-2.6 ($31 minimum, $546 maximum); the matrix itself is not public. A 31%
# credit at 50% of poverty reproduces the maximum (0.31 x 950 x 1.06 x 1.75 =
# 546.30), and 28.5% at 150% is one of the credits (28.2%-29.1%) whose coal
# PIPP minimum, 0.19 of the regular award as in every published workbook,
# rounds to $31 (0.285 x 950 x 0.6 x 0.19 = 30.87): 0.31 x 950 + 50 x 0.2375 =
# 306.375. The draft estimates FY2027 at the same range, so the 2026 estimate
# carries forward.
values:
2021-01-01: 593.2133
2023-01-01: 731.5
2024-01-01: 475
2025-01-01: 251.75
2026-01-01: 306.375
metadata:
unit: currency-USD
period: year
label: Ohio HEAP payment intercept
reference:
- title: Ohio Department of Development IU-2025-5, January 16, 2025
href: https://wofb.org/wp-content/uploads/2025/01/IU-2025-5-HEAP-Customer-Benefit-Update.pdf#page=1
- title: Ohio 2021 FINAL HEAP Benefit Matrix
href: https://liheapch.acf.gov/sites/default/files/webfiles/docs/OH_BenefitMatrix_2022.pdf#page=11
- title: Ohio 2023 FINAL LIHEAP Benefit Matrix
href: https://liheapch.acf.gov/docs/2024/benefits-matricies/OH_BenefitMatrix_2024.pdf#page=11
- title: Ohio 2024 DRAFT LIHEAP Benefit Matrix
href: https://liheapch.acf.gov/docs/2025/benefits-matricies/OH_BenefitMatrix_2025.pdf#page=1
- title: Ohio 2025 DRAFT LIHEAP Benefit Matrix
href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OH_BenefitMatrix_2026.pdf#page=1
- title: Ohio FY2025 LIHEAP State Plan, section 2.6
href: https://liheapch.acf.gov/docs/2025/state-plans/OH_Plan_2025.pdf#page=9
- title: Ohio FY2026 LIHEAP State Plan, revision 2, section 2.6
href: https://dam.assets.ohio.gov/image/upload/v1769700600/development.ohio.gov/individual/energyassistance/DETAILED_MODEL_PLAN_LIHEAP__10_01_2025.pdf#page=9
- title: Ohio FY2027 HEAP State Plan draft (July 2026), sections 2.5-2.6
href: https://dam.assets.ohio.gov/image/upload/v1783702985/jfs.ohio.gov/Energy%20and%20Community%20Assistance/2026-2027_Draft_HEAP_State_Plan.pdf#page=9
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description: Ohio uses no more than this federal poverty ratio when calculating payments under the Home Energy Assistance Program.
# The final 2021 and 2023 regional payment tables label their terminal row
# 150+. Later-year payment schedules remain unverified carryforward estimates.
values:
2021-01-01: 1.5
metadata:
unit: /1
period: year
label: Ohio HEAP maximum poverty ratio for payments
reference:
- title: "Ohio 2021 FINAL HEAP Benefit Matrix, regional payment tables #page 16,20"
href: https://liheapch.acf.gov/sites/default/files/webfiles/docs/OH_BenefitMatrix_2022.pdf#page=16
- title: "Ohio 2023 FINAL LIHEAP Benefit Matrix, regional payment tables #page 16,20"
href: https://liheapch.acf.gov/docs/2024/benefits-matricies/OH_BenefitMatrix_2024.pdf#page=16
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description: Ohio uses at least this federal poverty ratio when calculating payments under the Home Energy Assistance Program.
values:
2021-01-01: 0.5
metadata:
unit: /1
period: year
label: Ohio HEAP minimum poverty ratio for payments
reference:
- title: Ohio 2021 FINAL HEAP Benefit Matrix
href: https://liheapch.acf.gov/sites/default/files/webfiles/docs/OH_BenefitMatrix_2022.pdf#page=1
- title: Ohio 2023 FINAL LIHEAP Benefit Matrix
href: https://liheapch.acf.gov/docs/2024/benefits-matricies/OH_BenefitMatrix_2024.pdf#page=1
- title: Ohio 2025 DRAFT LIHEAP Benefit Matrix
href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OH_BenefitMatrix_2026.pdf#page=1
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description: Ohio sets this payment reduction per federal poverty percentage point under the Home Energy Assistance Program.
# The 2021 values carry through 2022; no final 2022 workbook was found.
# For 2024 and 2025, these estimates use (46% - 38%) / 100 x $950 = 0.76
# and (25% - 22%) / 100 x $950 = 0.285, applying the final 2023 workbook's
# method and winter cost to draft cover percentages. No current formula
# sheet or interior award table verifies those assumptions. For 2026,
# (31% - 28.5%) / 100 x $950 = 0.2375, fitted to the FY2026 matrix range (see
# the intercept); it carries into 2027 and later without extending verified
# coverage.
values:
2021-01-01: 0.9813
2023-01-01: 1.33
2024-01-01: 0.76
2025-01-01: 0.285
2026-01-01: 0.2375
metadata:
unit: currency-USD
period: year
label: Ohio HEAP payment reduction per poverty percentage point
reference:
- title: Ohio 2021 FINAL HEAP Benefit Matrix
href: https://liheapch.acf.gov/sites/default/files/webfiles/docs/OH_BenefitMatrix_2022.pdf#page=11
- title: Ohio 2023 FINAL LIHEAP Benefit Matrix
href: https://liheapch.acf.gov/docs/2024/benefits-matricies/OH_BenefitMatrix_2024.pdf#page=11
- title: Ohio 2024 DRAFT LIHEAP Benefit Matrix
href: https://liheapch.acf.gov/docs/2025/benefits-matricies/OH_BenefitMatrix_2025.pdf#page=1
- title: Ohio 2025 DRAFT LIHEAP Benefit Matrix
href: https://liheapch.acf.gov/docs/2026/benefits-matricies/OH_BenefitMatrix_2026.pdf#page=1
- title: Ohio FY2027 HEAP State Plan draft (July 2026), sections 2.5-2.6
href: https://dam.assets.ohio.gov/image/upload/v1783702985/jfs.ohio.gov/Energy%20and%20Community%20Assistance/2026-2027_Draft_HEAP_State_Plan.pdf#page=9
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