Oregon LIHEAP

policyengine_us/parameters/gov/hhs/smi/amount.yaml

@@ -4,210 +4,262 @@ AK:
   2021-10-01: 104_070
   2022-10-01: 109_805
   2023-10-01: 112_227
+  2024-10-01: 121_634
 AL:
   2021-10-01: 80_762
   2022-10-01: 83_791
   2023-10-01: 88_407
+  2024-10-01: 95_455
 AR:
   2021-10-01: 71_485
   2022-10-01: 74_456
   2023-10-01: 78_985
+  2024-10-01: 86_577
 AZ:
   2021-10-01: 82_227
   2022-10-01: 86_079
   2023-10-01: 92_454
+  2024-10-01: 101_783
 CA:
   2021-10-01: 98_644
   2022-10-01: 103_856
   2023-10-01: 110_879
+  2024-10-01: 121_926
 CO:
   2021-10-01: 106_120
   2022-10-01: 110_786
   2023-10-01: 118_538
+  2024-10-01: 130_104
 CT:
   2021-10-01: 125_087
   2022-10-01: 127_443
   2023-10-01: 133_184
+  2024-10-01: 145_853
 DC:
   2021-10-01: 137_563
   2022-10-01: 152_043
   2023-10-01: 159_662
+  2024-10-01: 184_525
 DE:
   2021-10-01: 103_900
   2022-10-01: 105_076
   2023-10-01: 111_871
+  2024-10-01: 120_963
 FL:
   2021-10-01: 81_077
   2022-10-01: 83_452
   2023-10-01: 88_895
+  2024-10-01: 98_038
 GA:
   2021-10-01: 84_851
   2022-10-01: 89_932
   2023-10-01: 95_238
+  2024-10-01: 105_893
 HI:
   2021-10-01: 108_498
   2022-10-01: 112_242
   2023-10-01: 119_285
+  2024-10-01: 129_108
 IA:
   2021-10-01: 94_221
   2022-10-01: 97_935
   2023-10-01: 104_510
+  2024-10-01: 113_549
 ID:
   2021-10-01: 79_820
   2022-10-01: 81_293
   2023-10-01: 86_721
+  2024-10-01: 97_325
 IL:
   2021-10-01: 102_167
   2022-10-01: 106_151
   2023-10-01: 112_679
+  2024-10-01: 122_136
 IN:
   2021-10-01: 86_578
   2022-10-01: 89_193
   2023-10-01: 95_373
+  2024-10-01: 103_324
 KS:
   2021-10-01: 90_284
   2022-10-01: 92_146
   2023-10-01: 98_343
+  2024-10-01: 107_363
 KY:
   2021-10-01: 80_407
   2022-10-01: 82_499
   2023-10-01: 87_555
+  2024-10-01: 96_305
 LA:
   2021-10-01: 81_779
   2022-10-01: 83_464
   2023-10-01: 86_934
+  2024-10-01: 95_801
 MA:
   2021-10-01: 131_252
   2022-10-01: 135_936
   2023-10-01: 145_491
+  2024-10-01: 157_680
 MD:
   2021-10-01: 124_807
   2022-10-01: 127_853
   2023-10-01: 136_443
+  2024-10-01: 149_249
 ME:
   2021-10-01: 93_560
   2022-10-01: 98_914
   2023-10-01: 104_719
+  2024-10-01: 113_259
 MI:
   2021-10-01: 93_492
   2022-10-01: 96_917
   2023-10-01: 103_103
+  2024-10-01: 111_699
 MN:
   2021-10-01: 112_942
   2022-10-01: 117_587
   2023-10-01: 125_645
+  2024-10-01: 137_690
 MO:
   2021-10-01: 88_519
   2022-10-01: 91_159
   2023-10-01: 97_499
+  2024-10-01: 105_825
 MS:
   2021-10-01: 68_871
   2022-10-01: 70_961
   2023-10-01: 75_300
+  2024-10-01: 82_331
 MT:
   2021-10-01: 87_442
   2022-10-01: 90_180
   2023-10-01: 95_501
+  2024-10-01: 102_893
 NC:
   2021-10-01: 84_549
   2022-10-01: 88_855
   2023-10-01: 95_852
+  2024-10-01: 104_937
 ND:
   2021-10-01: 104_087
   2022-10-01: 107_076
   2023-10-01: 114_503
+  2024-10-01: 123_092
 NE:
   2021-10-01: 93_660
   2022-10-01: 95_903
   2023-10-01: 102_274
+  2024-10-01: 112_961
 NH:
   2021-10-01: 120_821
   2022-10-01: 124_902
   2023-10-01: 133_449
+  2024-10-01: 146_582
 NJ:
   2021-10-01: 128_786
   2022-10-01: 133_238
   2023-10-01: 141_384
+  2024-10-01: 153_514
 NM:
   2021-10-01: 67_949
   2022-10-01: 71_118
   2023-10-01: 76_101
+  2024-10-01: 81_873
 NV:
   2021-10-01: 82_509
   2022-10-01: 85_150
   2023-10-01: 89_325
+  2024-10-01: 96_026
 NY:
   2021-10-01: 104_972
   2022-10-01: 109_716
   2023-10-01: 116_765
+  2024-10-01: 127_802
 OH:
   2021-10-01: 91_185
   2022-10-01: 93_649
   2023-10-01: 100_106
+  2024-10-01: 109_319
 OK:
   2021-10-01: 76_142
   2022-10-01: 78_027
   2023-10-01: 83_103
+  2024-10-01: 90_026
 OR:
   2021-10-01: 94_050
   2022-10-01: 100_210
   2023-10-01: 107_136
+  2024-10-01: 117_983
 PA:
   2021-10-01: 100_995
   2022-10-01: 104_230
   2023-10-01: 111_335
+  2024-10-01: 121_268
 PR:
   2021-10-01: 32_843
   2022-10-01: 33_705
   2023-10-01: 35_747
+  2024-10-01: 39_438
 RI:
   2021-10-01: 107_837
   2022-10-01: 109_100
   2023-10-01: 114_343
+  2024-10-01: 125_328
 SC:
   2021-10-01: 80_973
   2022-10-01: 83_778
   2023-10-01: 89_725
+  2024-10-01: 98_172
 SD:
   2021-10-01: 88_721
   2022-10-01: 91_281
   2023-10-01: 96_351
+  2024-10-01: 105_723
 TN:
   2021-10-01: 80_773
   2022-10-01: 84_838
   2023-10-01: 90_197
+  2024-10-01: 98_377
 TX:
   2021-10-01: 85_391
   2022-10-01: 88_783
   2023-10-01: 94_466
+  2024-10-01: 103_213
 UT:
   2021-10-01: 90_542
   2022-10-01: 93_679
   2023-10-01: 100_752
+  2024-10-01: 111_554
 VA:
   2021-10-01: 108_955
   2022-10-01: 114_081
   2023-10-01: 121_130
+  2024-10-01: 134_005
 VT:
   2021-10-01: 99_184
   2022-10-01: 101_554
   2023-10-01: 110_661
+  2024-10-01: 125_336
 WA:
   2021-10-01: 107_085
   2022-10-01: 112_299
   2023-10-01: 120_416
+  2024-10-01: 131_054
 WI:
   2021-10-01: 99_688
   2022-10-01: 102_898
   2023-10-01: 108_490
+  2024-10-01: 117_736
 WV:
   2021-10-01: 77_096
   2022-10-01: 78_811
   2023-10-01: 84_092
+  2024-10-01: 90_661
 WY:
   2021-10-01: 95_814
   2022-10-01: 98_354
   2023-10-01: 104_110
+  2024-10-01: 111_736
 
 metadata:
   unit: currency-USD
@@ -218,5 +270,7 @@ metadata:
       href: https://www.acf.hhs.gov/sites/default/files/documents/ocs/COMM_LIHEAP_Att1SMITable_FY2023.pdf
     - title: State Median Income (SMI) by Household Size for Mandatory Use in LIHWAP for FY 2024
       href: https://www.acf.hhs.gov/sites/default/files/documents/ocs/COMM_LIHWAP_Att1SMITable_FY2023.pdf
+    - title: State Median Income (SMI) by Household Size for Optional Use in FFY 2024 and Mandatory Use in LIHEAP for FY 25
+      href: https://www.acf.hhs.gov/sites/default/files/documents/ocs/COMM_LIHEAP_IM%202024-02_Att4SMITable_0.pdf#page=2   
   period: year
   uprating: calibration.gov.cbo.income_by_source.adjusted_gross_income

policyengine_us/parameters/gov/states/or/liheap/income_rate.yaml

@@ -0,0 +1,14 @@
+description: Oregon provides assistance for households with adjusted gross income below this percentage of the state median income through the LIHEAP program.
+values:
+  2021-01-01: 0.6
+metadata:
+  period: year
+  unit: /1
+  label: Oregon LIHEAP eligibility threshold
+  reference:
+    # Legal code points to the program manual
+    - title: Oregon Administrative Rules, Chapter 813, Division 200
+      href: https://oregon.public.law/rules/oar_813-200-0020
+    - title: Oregon Department of Housing and Community Services, Utility Bill Payment Assistance Programs
+      href: https://www.oregon.gov/ohcs/energy-weatherization/pages/utility-bill-payment-assistance.aspx 
+

policyengine_us/tests/policy/baseline/gov/hhs/hhs_smi.yaml

@@ -37,7 +37,7 @@
     spm_unit_size: 4
     state_code_str: NY
   output:
-    hhs_smi: 116_765 * 1.0654 # includes CBO uprating from 2023-10-01 to 2024
+    hhs_smi: 116_765 
 
 - name: 2024 Household size 1, State NY
   period: 2024
@@ -46,7 +46,7 @@
     spm_unit_size: 1
     state_code_str: NY
   output:
-    hhs_smi: 0.52 * 116_765 * 1.0654 # includes CBO uprating from 2023-10-01 to 2024
+    hhs_smi: 0.52 * 116_765
 
 - name: 2024 Household size 6, State NY
   period: 2024
@@ -55,7 +55,7 @@
     spm_unit_size: 6
     state_code_str: NY
   output:
-    hhs_smi: 1.32 * 116_765 * 1.0654 # includes CBO uprating from 2023-10-01 to 2024
+    hhs_smi: 1.32 * 116_765 
 
 - name: 2024 Household size 7, State NY
   period: 2024
@@ -64,4 +64,4 @@
     spm_unit_size: 7
     state_code_str: NY
   output:
-    hhs_smi: 1.35 * 116_765 * 1.0654 # includes CBO uprating from 2023-10-01 to 2024
+    hhs_smi: 1.35 * 116_765 

policyengine_us/variables/gov/states/or/tax/income/liheap/or_liheap_eligibility.py

@@ -0,0 +1,14 @@
+from policyengine_us.model_api import *
+
+class or_liheap_eligibility(Variable):
+        value_type = bool
+        entity = TaxUnit
+        label = "Oregon LIHEAP eligibility"
+        definition_period = YEAR
+        reference = "https://liheapch.acf.hhs.gov/profiles/Oregon.htm"
+        defined_for = StateCode.ORu
+
+        def formula(tax_unit, period, parameters):
+            income = tax_unit("adjusted_gross_income", period)  
+            threshold = tax_unit("or_liheap_income_threshold", period)
+            return income <= threshold

policyengine_us/variables/gov/states/or/tax/income/liheap/or_liheap_income_threshold.py

@@ -0,0 +1,16 @@
+from policyengine_us.model_api import *
+
+class or_liheap_income_threshold(Variable):
+        value_type = float
+        entity = TaxUnit
+        label = "Income threshold for Oregon LIHEAP eligibility"
+        unit = USD
+        definition_period = YEAR
+        reference = "https://liheapch.acf.hhs.gov/profiles/Oregon.htm"
+
+        defined_for = StateCode.OR
+
+        def formula(tax_unit, period, parameters):
+            state_median_income = tax_unit("hhs_smi", period)  
+            p = parameters(period).gov.states.["or"].liheap.eligibility
+            return state_median_income * p.eligibility