Add New York HEAP regular heating assistance

changelog.d/ny-heap.added.md

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+Add New York HEAP regular heating assistance for FY2024 to FY2026.

policyengine_us/parameters/gov/states/ny/otda/heap/eligibility/fpg_rate.yaml

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+description: New York uses this poverty guideline rate when it exceeds the state median income limit under the Home Energy Assistance Program.
+values:
+  2025-10-01: 1.5
+metadata:
+  unit: /1
+  period: year
+  label: New York HEAP poverty guideline rate
+  reference:
+  - title: HEAP Manual (edition dated 7/1/2021), Chapter 8 D.9(c)
+    href: https://otda.ny.gov/programs/heap/HEAP-manual.pdf#page=37
+  - title: FY2026 LIHEAP State Plan, section 2.1
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=9

policyengine_us/parameters/gov/states/ny/otda/heap/eligibility/fpg_year_lag.yaml

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+description: New York uses the poverty guidelines from this many years before the model year under the Home Energy Assistance Program.
+# Model period Y uses the FFY Y matrix, whose Tier I lines are 130% of the
+# guidelines published in January of Y-1: floor(1.3 x 15,650 / 12) = 1,695 for
+# one person in FY2026. The FY2025 and FY2024 lines reproduce the same way.
+values:
+  2025-10-01: 1
+metadata:
+  unit: year
+  period: year
+  label: New York HEAP poverty guideline year lag
+  reference:
+  - title: 2025-2026 HEAP monthly income guidelines
+    href: https://liheapch.acf.gov/docs/2026/benefits-matricies/NY_BenefitMatrix_2026.docx
+  - title: 2025 HHS poverty guidelines, 90 FR 5733, January 17, 2025
+    href: https://www.govinfo.gov/content/pkg/FR-2025-01-17/pdf/2025-01377.pdf#page=1

policyengine_us/parameters/gov/states/ny/otda/heap/eligibility/smi_rate.yaml

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+description: New York limits noncategorical income using this share of state median income under the Home Energy Assistance Program.
+values:
+  2025-10-01: 0.6
+metadata:
+  unit: /1
+  period: year
+  label: New York HEAP SMI rate
+  reference:
+  - title: FY2026 LIHEAP State Plan, regular heating assistance, PDF page 9
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=9

policyengine_us/parameters/gov/states/ny/otda/heap/income/dependent_child_age.yaml

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+description: New York excludes earnings of dependent children below this age under the Home Energy Assistance Program.
+values:
+  2025-10-01: 18
+metadata:
+  unit: year
+  period: year
+  label: New York HEAP dependent child age
+  reference:
+  - title: HEAP Manual (edition dated 7/1/2021), Chapter 8 D.13(a)(4)-(5)
+    href: https://otda.ny.gov/programs/heap/HEAP-manual.pdf#page=39

policyengine_us/parameters/gov/states/ny/otda/heap/income/sources/earned.yaml

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+description: New York uses these sources as earned income under the Home Energy Assistance Program.
+# Existing net business inputs are used without a further expense deduction.
+values:
+  2025-10-01:
+  - employment_income
+  - self_employment_income
+  - sstb_self_employment_income
+  - farm_operations_income
+  - partnership_s_corp_income
+metadata:
+  unit: list
+  period: year
+  label: New York HEAP earned sources
+  reference:
+  - title: HEAP Manual (edition dated 7/1/2021), Chapter 8 D.12 and D.14, PDF pages 37, 38, 42, 43
+    href: https://otda.ny.gov/programs/heap/HEAP-manual.pdf#page=37

policyengine_us/parameters/gov/states/ny/otda/heap/income/sources/unearned.yaml

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+description: New York uses these sources as unearned income under the Home Energy Assistance Program.
+values:
+  2025-10-01:
+  # Social Security and railroad benefits are counted in the formula, net of the
+  # Medicare Part B premium under D.12(a)(6) and (8).
+  - ssi
+  - unemployment_compensation
+  - strike_benefits
+  - workers_compensation
+  - disability_benefits
+  - veterans_benefits
+  # Survivor benefits other than Social Security survivor benefits: employer
+  # pension survivor annuities under D.12(a)(13) pensions and (14) payments from
+  # insurance and annuities; veterans' survivor benefits under D.12(a)(12).
+  - survivor_benefits
+  - pension_income
+  - retirement_distributions
+  - alimony_income
+  - child_support_received
+  - ordinary_dividend_income
+  - interest_income
+  - rental_income
+  # D.12(a)(27): income from rents.
+  - farm_rent_income
+  - estate_income
+  # D.12(a)(38): all other income not specifically excluded under D.13. Plan
+  # section 1.9 (page 7) leaves the "Other" box unchecked; the manual controls.
+  - miscellaneous_income
+metadata:
+  unit: list
+  period: year
+  label: New York HEAP unearned sources
+  reference:
+  - title: HEAP Manual (edition dated 7/1/2021), Chapter 8 D.12-D.14, PDF pages 37, 38, 39, 40, 41, 42, 43
+    href: https://otda.ny.gov/programs/heap/HEAP-manual.pdf#page=37
+  - title: FY2026 LIHEAP State Plan, section 1.9 countable income, PDF pages 6, 7
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/ny/otda/heap/payment/base.yaml

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+description: New York provides this base annual direct heating payment by primary heating fuel under the Home Energy Assistance Program.
+ELECTRICITY:
+  2023-10-01: 400
+NATURAL_GAS:
+  2023-10-01: 400
+FUEL_OIL:
+  2023-10-01: 900
+KEROSENE:
+  2023-10-01: 900
+PROPANE:
+  2023-10-01: 900
+WOOD:
+  2023-10-01: 635
+COAL:
+  2023-10-01: 635
+# The matrix's "other fuels" row covers fuels outside the named utility and
+# delivered-fuel groups; the model places solar there.
+OTHER:
+  2023-10-01: 635
+SOLAR:
+  2023-10-01: 635
+# No matrix row: an unknown fuel pays nothing. See #9754 for the default fuel.
+UNSPECIFIED:
+  2023-10-01: 0
+NONE:
+  2023-10-01: 0
+metadata:
+  unit: currency-USD
+  period: year
+  label: New York HEAP direct heating base payment
+  breakdown:
+  - heating_type
+  reference:
+  - title: 2023-2024 HEAP Direct Heating Regular Base Benefit Levels
+    href: https://liheapch.acf.gov/docs/2024/benefits-matricies/NY_BenefitMatrix_2024.pdf#page=1
+  - title: 2024-2025 HEAP Direct Heating Regular Base Benefit Levels
+    href: https://liheapch.acf.gov/docs/2025/benefits-matricies/NY_BenefitMatrix_2025.docx
+  - title: 2025-2026 HEAP Direct Heating Regular Base Benefit Levels
+    href: https://liheapch.acf.gov/docs/2026/benefits-matricies/NY_BenefitMatrix_2026.docx

policyengine_us/parameters/gov/states/ny/otda/heap/payment/elderly_age.yaml

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+description: New York sets this age at or above which a member is vulnerable under the Home Energy Assistance Program.
+values:
+  2025-10-01: 60
+metadata:
+  unit: year
+  period: year
+  label: New York HEAP elderly age
+  reference:
+  - title: FY2026 LIHEAP State Plan, regular heating assistance, PDF page 9
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=9

policyengine_us/parameters/gov/states/ny/otda/heap/payment/heat_included/nominal.yaml

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+description: New York provides this regular payment to specified group residences and subsidized households with heat included in rent under the Home Energy Assistance Program.
+values:
+  2023-10-01: 21
+metadata:
+  unit: currency-USD
+  period: year
+  label: New York HEAP nominal regular payment
+  reference:
+  - title: 2023-2024 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2024/benefits-matricies/NY_BenefitMatrix_2024.pdf#page=1
+  - title: 2024-2025 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2025/benefits-matricies/NY_BenefitMatrix_2025.docx
+  - title: 2025-2026 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2026/benefits-matricies/NY_BenefitMatrix_2026.docx
+  - title: HEAP Manual (edition dated 7/1/2021), Chapter 8 F.2(c) and F.3, PDF page 45
+    href: https://otda.ny.gov/programs/heap/HEAP-manual.pdf#page=45
+  - title: FY2026 LIHEAP State Plan, section 1.7b nominal payment, PDF page 6
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/ny/otda/heap/payment/heat_included/tier_one.yaml

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+description: New York provides this regular payment to Tier I households with heat included in unsubsidized rent under the Home Energy Assistance Program.
+values:
+  2023-10-01: 50
+metadata:
+  unit: currency-USD
+  period: year
+  label: New York HEAP Tier I heat-included payment
+  reference:
+  - title: 2023-2024 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2024/benefits-matricies/NY_BenefitMatrix_2024.pdf#page=1
+  - title: 2024-2025 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2025/benefits-matricies/NY_BenefitMatrix_2025.docx
+  - title: 2025-2026 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2026/benefits-matricies/NY_BenefitMatrix_2026.docx

policyengine_us/parameters/gov/states/ny/otda/heap/payment/heat_included/tier_two.yaml

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+description: New York provides this regular payment to Tier II households with heat included in unsubsidized rent under the Home Energy Assistance Program.
+values:
+  2023-10-01: 45
+metadata:
+  unit: currency-USD
+  period: year
+  label: New York HEAP Tier II heat-included payment
+  reference:
+  - title: 2023-2024 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2024/benefits-matricies/NY_BenefitMatrix_2024.pdf#page=1
+  - title: 2024-2025 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2025/benefits-matricies/NY_BenefitMatrix_2025.docx
+  - title: 2025-2026 HEAP Heat Included Regular Benefit Levels
+    href: https://liheapch.acf.gov/docs/2026/benefits-matricies/NY_BenefitMatrix_2026.docx

policyengine_us/parameters/gov/states/ny/otda/heap/payment/tier_one_fpg_rate.yaml

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+description: New York limits Tier I to noncategorical households at or below this share of the poverty guideline under the Home Energy Assistance Program.
+values:
+  2025-10-01: 1.3
+metadata:
+  unit: /1
+  period: year
+  label: New York HEAP Tier I poverty rate
+  reference:
+  - title: FY2026 LIHEAP State Plan, regular heating assistance, PDF page 10
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=10

policyengine_us/parameters/gov/states/ny/otda/heap/payment/tier_one_supplement.yaml

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+description: New York provides this Tier I supplement to direct heating payments under the Home Energy Assistance Program.
+values:
+  2022-10-01: 41
+  2024-10-01: 61
+metadata:
+  unit: currency-USD
+  period: year
+  label: New York HEAP Tier I supplement
+  reference:
+  - title: 2022-2023 HEAP Direct Heating Regular Base Benefit Levels, Tier I add-on
+    href: https://liheapch.acf.gov/docs/2023/benefits-matricies/NY_BenefitMatrix_2023.pdf#page=1
+  - title: 2023-2024 HEAP Direct Heating Regular Base Benefit Levels, Tier I add-on
+    href: https://liheapch.acf.gov/docs/2024/benefits-matricies/NY_BenefitMatrix_2024.pdf#page=1
+  - title: 2024-2025 HEAP Direct Heating Regular Base Benefit Levels, Tier I add-on
+    href: https://liheapch.acf.gov/docs/2025/benefits-matricies/NY_BenefitMatrix_2025.docx
+  - title: FY2026 LIHEAP State Plan, regular heating assistance, PDF page 10
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=10

policyengine_us/parameters/gov/states/ny/otda/heap/payment/vulnerable_supplement.yaml

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+description: New York provides this supplement once per direct heating household with a qualified vulnerable member under the Home Energy Assistance Program.
+values:
+  2023-10-01: 35
+metadata:
+  unit: currency-USD
+  period: year
+  label: New York HEAP vulnerable supplement
+  reference:
+  - title: 2023-2024 HEAP Direct Heating Regular Base Benefit Levels, vulnerable add-on
+    href: https://liheapch.acf.gov/docs/2024/benefits-matricies/NY_BenefitMatrix_2024.pdf#page=1
+  - title: 2024-2025 HEAP Direct Heating Regular Base Benefit Levels, vulnerable add-on
+    href: https://liheapch.acf.gov/docs/2025/benefits-matricies/NY_BenefitMatrix_2025.docx
+  - title: 2025-2026 HEAP Direct Heating Regular Base Benefit Levels, vulnerable add-on
+    href: https://liheapch.acf.gov/docs/2026/benefits-matricies/NY_BenefitMatrix_2026.docx
+  - title: FY2026 LIHEAP State Plan, regular heating assistance, PDF page 9
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=9

policyengine_us/parameters/gov/states/ny/otda/heap/payment/young_child_age.yaml

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+description: New York sets this age below which a child is vulnerable under the Home Energy Assistance Program.
+values:
+  2025-10-01: 6
+metadata:
+  unit: year
+  period: year
+  label: New York HEAP young child age
+  reference:
+  - title: FY2026 LIHEAP State Plan, regular heating assistance, PDF page 9
+    href: https://liheapch.acf.gov/docs/2026/state-plans/NY_Plan_2026.pdf#page=9

policyengine_us/programs.yaml

@@ -808,7 +808,7 @@ programs:
     category: Benefits
     agency: HHS
     status: partial
-    coverage: DC, Riverside County, MA, IL, IN, KS, KY, MD, MS, NC, NE, TX
+    coverage: DC, Riverside County, MA, IL, IN, KS, KY, MD, MS, NC, NE, NY, TX
     state_implementations:
       - state: DC
         status: complete
@@ -884,6 +884,14 @@ programs:
         parameter_prefix: gov.states.ne.dhhs.liheap
         verified_years: "2026"
         notes: FY2026 regular heating only, with the single-family and multifamily schedules and the earned-income disregard. Crisis, cooling and weatherization assistance are out of scope.
+      - state: NY
+        status: partial
+        name: New York HEAP
+        full_name: New York Home Energy Assistance Program
+        variable: ny_heap
+        parameter_prefix: gov.states.ny.otda.heap
+        verified_years: "2024-2026"
+        notes: FY2024-FY2026 regular heating only, with the fuel base amounts, the Tier I and vulnerable supplements and the heat-included levels. Crisis, cooling, HERR and clean-and-tune assistance are out of scope.
       - state: TX
         status: partial
         name: Texas CEAP