Add North Carolina LIEAP regular heating assistance

changelog.d/nc-lieap.added.md

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+Add North Carolina Low Income Energy Assistance Program (LIEAP) regular heating benefits.

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/earned_income_deduction.yaml

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+description: North Carolina deducts this amount from monthly earned income, based on the earnings band, under the Low Income Energy Assistance Program.
+brackets:
+  - threshold:
+      2025-10-01: -.inf
+    amount:
+      2025-10-01: 0
+  - threshold:
+      2025-10-01: 0
+    amount:
+      2025-10-01: 10
+  - threshold:
+      2025-10-01: 50
+    amount:
+      2025-10-01: 20
+  - threshold:
+      2025-10-01: 100
+    amount:
+      2025-10-01: 30
+  - threshold:
+      2025-10-01: 150
+    amount:
+      2025-10-01: 40
+  - threshold:
+      2025-10-01: 200
+    amount:
+      2025-10-01: 60
+  - threshold:
+      2025-10-01: 300
+    amount:
+      2025-10-01: 80
+metadata:
+  type: single_amount
+  threshold_unit: currency-USD
+  amount_unit: currency-USD
+  period: month
+  label: North Carolina LIEAP monthly earned income deduction
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09 B.3, pages 12-13
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=12

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/earned_income_deduction_rate.yaml

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+description: North Carolina deducts this share of total monthly earnings when earnings exceed the deduction threshold under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 0.2
+metadata:
+  unit: /1
+  period: year
+  label: North Carolina LIEAP earned income deduction rate
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09 B.3, page 13
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=13

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/earned_income_deduction_threshold.yaml

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+description: North Carolina sets this threshold of monthly earned income, above which the work deduction is a share of total earnings, under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 400
+metadata:
+  unit: currency-USD
+  period: month
+  label: North Carolina LIEAP earned income deduction threshold
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09 B.3, page 13
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=13

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/earned_income_sources.yaml

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+description: North Carolina counts these wage, business and farm income 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
+metadata:
+  unit: list
+  period: year
+  label: North Carolina LIEAP earned income sources
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09 A (page 10) and Section 300.09 B.3 (page 12)
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=10
+    - title: North Carolina Food and Nutrition Services Manual, FNS 300.02 sources of income chart, pages 5, 21 and 26
+      href: https://policies.ncdhhs.gov/wp-content/uploads/fns-300-sources-of-income.pdf#page=5

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/elderly_age.yaml

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+description: North Carolina sets this age as the elderly threshold under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 60
+metadata:
+  unit: year
+  period: year
+  label: North Carolina LIEAP elderly age
+  reference:
+    - title: North Carolina Energy Programs Manual, Sections 300.02 A.1 (page 1), 300.09 (page 10) and 300.09 B.4.a (page 13)
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=10

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/fpg_year_lag.yaml

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+description: North Carolina uses the federal poverty guidelines published this many years before the year in which the heating season ends under the Low Income Energy Assistance Program.
+# The change notices put each federal fiscal year's poverty level into effect
+# on October 1 (FY2026 on October 1, 2025 and FY2027 on October 1, 2026). The
+# income limit tables for those years equal the 2025 and 2026 guidelines, the
+# latest ones published on each effective date.
+values:
+  2025-10-01: 1
+metadata:
+  unit: year
+  period: year
+  label: North Carolina LIEAP federal poverty guideline year lag
+  reference:
+    - title: North Carolina Energy Programs Manual Change Notice 05-2025, FY2026 federal poverty level effective October 1, 2025, page 1
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-CN-05-2025.pdf#page=1
+    - title: North Carolina Energy Programs Manual Change Notice 03-2026, FY2027 federal poverty level effective October 1, 2026, page 1
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-CN-03-2026.pdf#page=1
+    - title: North Carolina Energy Programs Manual, Section 300.09, maximum countable income tables, pages 14-15
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=14

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/income_limit.yaml

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+description: North Carolina limits regular household countable income to this share of the federal poverty guideline under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 1.3
+metadata:
+  unit: /1
+  period: year
+  label: North Carolina LIEAP income limit
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09, page 10
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=10

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/medical_deduction.yaml

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+description: North Carolina provides this amount as a monthly standard medical deduction for each eligible specified person under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 85
+metadata:
+  unit: currency-USD
+  period: month
+  label: North Carolina LIEAP medical deduction
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09 B.4.a, page 13
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=13

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/payment/coal_wood.yaml

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+description: North Carolina provides this amount as the regular heating payment to households heating with coal or wood under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 300
+metadata:
+  unit: currency-USD
+  period: year
+  label: North Carolina LIEAP coal or wood heating payment
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.12 A (page 18) and Section 300.12 B chart (page 20)
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=18

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/payment/higher_income.yaml

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+description: North Carolina provides this amount as the regular heating payment to higher income households, by eligible household size, under the Low Income Energy Assistance Program.
+brackets:
+  - threshold:
+      2025-10-01: 1
+    amount:
+      2025-10-01: 300
+  - threshold:
+      2025-10-01: 4
+    amount:
+      2025-10-01: 400
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: currency-USD
+  period: year
+  label: North Carolina LIEAP higher income heating payment
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.12 B payment charts, pages 19-20
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=19
+    - title: North Carolina FY2026 heating benefit matrix, pages 1-3
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/NC_BenefitMatrix_Heat-Cool_2026.pdf#page=1

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/payment/lower_income.yaml

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+description: North Carolina provides this amount as the regular heating payment to lower income households, by eligible household size, under the Low Income Energy Assistance Program.
+brackets:
+  - threshold:
+      2025-10-01: 1
+    amount:
+      2025-10-01: 400
+  - threshold:
+      2025-10-01: 4
+    amount:
+      2025-10-01: 500
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: currency-USD
+  period: year
+  label: North Carolina LIEAP lower income heating payment
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.12 B payment charts, pages 19-20
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=19
+    - title: North Carolina FY2026 heating benefit matrix, pages 1-3
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/NC_BenefitMatrix_Heat-Cool_2026.pdf#page=1

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/payment/lower_income_share.yaml

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+description: North Carolina uses this share of the unrounded income limit to separate heating payment bands under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 0.5
+metadata:
+  unit: /1
+  period: year
+  label: North Carolina LIEAP lower payment band share of the income limit
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.12 B payment charts, pages 19-20
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=19

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/rental_income_sources.yaml

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+description: North Carolina counts these rental income sources as earned income under the Low Income Energy Assistance Program.
+values:
+  2025-10-01:
+    # Section 300.09 B.3 gives rental income the earned income deduction.
+    - rental_income
+    # Farm rent (Form 4835) is not named in the manual. It is rent from
+    # property the person owns, so it is treated as rental income.
+    - farm_rent_income
+metadata:
+  unit: list
+  period: year
+  label: North Carolina LIEAP rental income sources
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09 B.3 (page 12)
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=12
+    - title: North Carolina Food and Nutrition Services Manual, FNS 300.02 sources of income chart, Rental Income, pages 17-18
+      href: https://policies.ncdhhs.gov/wp-content/uploads/fns-300-sources-of-income.pdf#page=17
+    - title: North Carolina FY2026 state plan, item 1.9 countable income checklist, page 6
+      href: https://liheapch.acf.gov/docs/2026/state-plans/NC_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/resource_limit.yaml

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+description: North Carolina limits non-special household countable resources to this amount under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 3_000
+metadata:
+  unit: currency-USD
+  period: year
+  label: North Carolina LIEAP resource limit
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.11, pages 17-18
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=17

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/resource_test.yaml

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+description: North Carolina uses a resource test under the Low Income Energy Assistance Program if this is true.
+# Section 300.11 waives the test for July 1, 2025 through June 30, 2026, and
+# the values follow those literal dates, so the test applies again from July
+# 1, 2026. The October 2026 edition of the manual (page 18) still prints the
+# expired waiver line and no FY2027 state plan was posted as of October 2026,
+# so the FY2027 value is provisional.
+# The first value also applies to earlier years, which are unverified backfill.
+# It follows the state plans, which report no assets test in item 2.3 (FY2025
+# plan page 8, FY2026 plan page 9). The October 1, 2025 edition of the manual
+# printed the limits without a waiver (page 17) until Change Notice 06-2025,
+# effective November 1, 2025, added it.
+values:
+  2025-07-01: false
+  2026-07-01: true
+metadata:
+  unit: bool
+  period: year
+  label: North Carolina LIEAP resource test applies
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.11, FY2025-2026 waiver, page 17
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=17

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/special_income_limit.yaml

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+description: North Carolina limits special-population household countable income to this share of the federal poverty guideline under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 1.5
+metadata:
+  unit: /1
+  period: year
+  label: North Carolina LIEAP special income limit
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09, page 10
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=10

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/special_resource_limit.yaml

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+description: North Carolina limits elderly or disabled household countable resources to this amount under the Low Income Energy Assistance Program.
+values:
+  2025-10-01: 4_500
+metadata:
+  unit: currency-USD
+  period: year
+  label: North Carolina LIEAP special resource limit
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.11, pages 17-18
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=17

policyengine_us/parameters/gov/states/nc/ncdhhs/lieap/unearned_income_sources.yaml

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+description: North Carolina counts these unearned income sources under the Low Income Energy Assistance Program.
+values:
+  2025-10-01:
+    # Section 300.09 A takes the types of income to count from the FNS manual.
+    # Each source names its row in the FNS 300.02 chart and, where there is
+    # one, its box in the state plan's item 1.9 checklist.
+    # "Supplemental Security Income" (page 22); plan "Supplemental Security
+    # Income (SSI)".
+    - ssi
+    # "Social Security Benefits" (page 20). The plan checks "Including
+    # MediCare deduction", so the benefit is counted gross.
+    - social_security
+    # "General Assistance (GA)" (page 9); plan "General Assistance benefits".
+    - general_assistance
+    # "Pensions" (page 16); plan "Retirement / pension benefits".
+    - pension_income
+    # "Retirement Benefits" (page 18).
+    - retirement_distributions
+    # "Annuities" (page 3) and "Pensions" (page 16): survivor benefits other
+    # than Social Security.
+    - survivor_benefits
+    # "Veterans" (page 25); plan "Veterans Administration (VA) benefits".
+    - veterans_benefits
+    # "Unemployment" (page 24); plan "Unemployment insurance".
+    - unemployment_compensation
+    # "Worker's Compensation" (page 26) and "Disability Payments" (page 6).
+    # The plan leaves "Insurance payments made directly to the insured"
+    # unchecked; the model follows the manual.
+    - workers_compensation
+    - disability_benefits
+    # "Child Support" (page 5); plan "Child support".
+    - child_support_received
+    # "Alimony / Spousal Support" (page 3); plan "Alimony".
+    - alimony_income
+    # "Interest and Dividend" (page 11); plan "Interest, dividends, or
+    # royalties".
+    - interest_income
+    - ordinary_dividend_income
+    # "Contributions" (page 6) and "Gifts (Monetary)" (page 9); plan "Cash
+    # gifts".
+    - financial_assistance
+    # No single chart row. FNS 300.01 B (page 1) defines unearned income as
+    # all income that is not earned.
+    - miscellaneous_income
+metadata:
+  unit: list
+  period: year
+  label: North Carolina LIEAP unearned income sources
+  reference:
+    - title: North Carolina Energy Programs Manual, Section 300.09 A (pages 10-11)
+      href: https://policies.ncdhhs.gov/wp-content/uploads/EP-300-5.1.2026.pdf#page=10
+    - title: North Carolina Food and Nutrition Services Manual, FNS 300.01 B (page 1) and FNS 300.02 sources of income chart, pages 3, 5, 6, 9, 11, 16, 18, 20, 22, 24, 25 and 26
+      href: https://policies.ncdhhs.gov/wp-content/uploads/fns-300-sources-of-income.pdf#page=1
+    - title: North Carolina FY2026 state plan, item 1.9 countable income checklist, pages 6-7
+      href: https://liheapch.acf.gov/docs/2026/state-plans/NC_Plan_2026.pdf#page=6

policyengine_us/programs.yaml

@@ -802,7 +802,7 @@ programs:
     category: Benefits
     agency: HHS
     status: partial
-    coverage: OR, DC, Riverside County, MA, IL, IN, KS, KY, MS, NE, TX
+    coverage: OR, DC, Riverside County, MA, IL, IN, KS, KY, MS, NC, NE, TX
     state_implementations:
       - state: OR
         status: in_progress
@@ -855,6 +855,14 @@ programs:
         parameter_prefix: gov.states.ms.mdhs.liheap
         verified_years: "2026"
         notes: FY2026 regular assistance for heating fuel and electric bills, using the published matrix as printed. Crisis assistance and energy equipment are out of scope.
+      - state: NC
+        status: partial
+        name: North Carolina LIEAP
+        full_name: North Carolina Low Income Energy Assistance Program
+        variable: nc_lieap
+        parameter_prefix: gov.states.nc.ncdhhs.lieap
+        verified_years: "2026-2027"
+        notes: FY2026-FY2027 regular heating only, with the dated resource waiver. Crisis, cooling and weatherization assistance are out of scope.
       - state: NE
         status: partial
         name: Nebraska LIHEAP