Add Missouri LIHEAP Energy Assistance

changelog.d/mo-liheap-wave1d.added.md

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+Add Missouri LIHEAP Energy Assistance for regular heating (FY2026-FY2027).

policyengine_us/parameters/gov/states/mo/dss/liheap/amount.yaml

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+description: Missouri provides this one-time Energy Assistance payment by primary heating fuel under the Low Income Home Energy Assistance Program.
+# The same amounts appear in the October 2025 manual (its Appendix K), the
+# FFY2026 Appendix K matrix and the FFY2027 application. 13 CSR 40-19.020(14)
+# bases payments on household size, income range and fuel source, using
+# metrics established by the division, and prints a 2017 table of payments
+# that decline across income ranges from 0 to 135 percent of the poverty level.
+# The FFY2026 plan, the Appendix K matrix, the October 2025 manual and the
+# 8-2026 application set one amount per fuel for incomes up to 60 percent of
+# state median income; the model applies those amounts.
+NATURAL_GAS:
+  2023-10-01: 326
+# Tank propane. The schedule also pays $177 for cylinder propane, which is not
+# reachable because heating_type has a single propane value.
+PROPANE:
+  2023-10-01: 495
+ELECTRICITY:
+  2023-10-01: 318
+FUEL_OIL:
+  2023-10-01: 326
+WOOD:
+  2023-10-01: 219
+KEROSENE:
+  2023-10-01: 153
+# Solar-heated homes are paid on their electric account at the electric amount.
+SOLAR:
+  2023-10-01: 318
+# Households that heat with coal are denied (October 2025 manual Appendix E,
+# denial code O); mo_liheap_eligible applies that denial.
+COAL:
+  2023-10-01: 0
+# The schedule has no row for other fuels.
+OTHER:
+  2023-10-01: 0
+NONE:
+  2023-10-01: 0
+UNSPECIFIED:
+  2023-10-01: 0
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Missouri LIHEAP Energy Assistance amount by heating fuel
+  breakdown:
+    - heating_type
+  reference:
+    - title: "13 CSR 40-19.020(3)(A) and (4) #page 2-3"
+      href: https://www.sos.mo.gov/cmsimages/adrules/csr/current/13csr/13c40-19.pdf#page=2
+    - title: Missouri LIHEAP FFY2026 State Plan, Sections 2.5 and 2.6
+      href: https://liheapch.acf.gov/docs/2026/state-plans/MO_Plan_2026.pdf#page=9
+    - title: Missouri LIHEAP FFY2026 Appendix K, Income Ranges and Benefit Amounts
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/MO_BenefitMatrix_2026.docx
+    - title: Missouri LIHEAP application MO 886-4576 (8-2026), Program Description
+      href: https://dssmanuals.mo.gov/wp-content/uploads/2022/02/liheap-application.pdf#page=1
+    - title: "Missouri LIHEAP Policy and Procedure Manual (October 2025), Appendix E and Appendix K #page 122,129"
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=122

policyengine_us/parameters/gov/states/mo/dss/liheap/eligibility/fpg_year_lag.yaml

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+description: Missouri uses the federal poverty guidelines from this many years before the model year for the federal income floor under the Low Income Home Energy Assistance Program.
+# HHS made the 2025 guidelines mandatory for LIHEAP from October 1, 2025, so
+# model period 2026 (FFY2026) uses the 2025 guidelines and 2027 (FFY2027) the
+# 2026 guidelines. Backfilled years use their lagged guidelines and are
+# unverified.
+values:
+  2025-10-01: 1
+
+metadata:
+  unit: year
+  period: year
+  label: Missouri LIHEAP poverty guideline year lag
+  reference:
+    - title: LIHEAP IM 2025-02, Attachment 2, poverty guidelines for mandatory use in FY26
+      href: https://acf.gov/sites/default/files/documents/ocs/COMM_LIHEAP_IM2025-02_FPGSte-Table_Att2.pdf#page=1
+    - title: LIHEAP IM 2026-01, poverty guidelines for optional use in FY26 and mandatory use in FY27
+      href: https://acf.gov/ocs/policy-guidance/liheap-im2026-01-federal-poverty-guidelines-fpg-and-state-median-income-smi

policyengine_us/parameters/gov/states/mo/dss/liheap/eligibility/resource_limit.yaml

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+description: Missouri limits household resources to this amount under the Low Income Home Energy Assistance Program.
+# Applied to spm_unit_cash_assets. Individual retirement accounts, Keogh plans,
+# deferred compensation plans and annuities (13 CSR 40-19.020(2)(N); the
+# October 2025 manual's list omits annuities) count as resources but lack
+# asset inputs.
+values:
+  2017-05-30: 3_000
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Missouri LIHEAP resource limit
+  reference:
+    - title: "13 CSR 40-19.020(2)(N) and (6)(B) #page 2-3"
+      href: https://www.sos.mo.gov/cmsimages/adrules/csr/current/13csr/13c40-19.pdf#page=2
+    - title: Missouri LIHEAP FFY2026 State Plan, Section 2.3
+      href: https://liheapch.acf.gov/docs/2026/state-plans/MO_Plan_2026.pdf#page=8
+    - title: Missouri LIHEAP Policy and Procedure Manual (October 2025), Resources
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=40
+    - title: Missouri DSS draft FFY2027 LIHEAP State Plan (report status Saved with Errors), Section 2.3
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2026/08/liheap-active-ffy2027.pdf#page=8

policyengine_us/parameters/gov/states/mo/dss/liheap/eligibility/smi_rate.yaml

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+description: Missouri limits household income to this share of the state median income under the Low Income Home Energy Assistance Program.
+# The published monthly limits equal the HHS LIHEAP limit for the household
+# size divided by twelve and rounded to the nearest dollar (FFY2026 sizes 1-20,
+# FFY2027 sizes 1-10). 13 CSR 40-19.020(6)(D) refers to the income ranges of
+# section (14), a 2017 table that runs from 0 to 135 percent of the poverty
+# level; the FFY2026 plan, Appendix K, the October 2025 manual and the 8-2026
+# application set this share of state median income.
+values:
+  2023-10-01: 0.6
+
+metadata:
+  unit: /1
+  period: year
+  label: Missouri LIHEAP state median income rate
+  reference:
+    - title: Missouri LIHEAP FFY2026 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/MO_Plan_2026.pdf#page=8
+    - title: Missouri LIHEAP FFY2026 Appendix K, Income Ranges and Benefit Amounts
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/MO_BenefitMatrix_2026.docx
+    - title: Missouri LIHEAP application MO 886-4576 (8-2026), Program Description
+      href: https://dssmanuals.mo.gov/wp-content/uploads/2022/02/liheap-application.pdf#page=1
+    - title: Missouri LIHEAP Policy and Procedure Manual (October 2025), Appendix K
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=129
+    - title: Missouri DSS draft FFY2027 LIHEAP State Plan (report status Saved with Errors), Section 2.1
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2026/08/liheap-active-ffy2027.pdf#page=8

policyengine_us/parameters/gov/states/mo/dss/liheap/income/adult_age.yaml

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+description: Missouri excludes the earned income and the disability income of household members below this age under the Low Income Home Energy Assistance Program.
+# The October 2025 manual leaves out the earned income and the disability
+# income of a household member under 18 but counts the member's SSA income
+# (adult_unearned_sources lists the disability payments). The FFY2026 plan does
+# not count the earned income of a child under 18, and the 8-2026 application
+# asks for job income only from members 18 or older.
+values:
+  2023-10-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Missouri LIHEAP adult age
+  reference:
+    - title: Missouri LIHEAP FFY2026 State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2026/state-plans/MO_Plan_2026.pdf#page=6
+    - title: Missouri LIHEAP application MO 886-4576 (8-2026), Part 5 Household Income
+      href: https://dssmanuals.mo.gov/wp-content/uploads/2022/02/liheap-application.pdf#page=4
+    - title: Missouri LIHEAP Policy and Procedure Manual (October 2025), Earnings of Children
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=38
+    - title: Missouri DSS draft FFY2027 LIHEAP State Plan (report status Saved with Errors), Section 1.9
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2026/08/liheap-active-ffy2027.pdf#page=6

policyengine_us/parameters/gov/states/mo/dss/liheap/income/adult_unearned_sources.yaml

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+description: Missouri counts these unearned income sources only for household members at or above the adult age under the Low Income Home Energy Assistance Program.
+# The October 2025 manual does not count the unearned income from disability
+# of a household member under 18 but counts the member's SSA income. Social
+# Security and SSI are read as SSA income and count at any age.
+# disability_benefits (employment-based disability payments other than Social
+# Security and workers' compensation) stands in for the manual's short- and
+# long-term disability payments; workers' compensation and veterans benefits
+# count at any age (unearned_sources).
+values:
+  2025-10-01:
+    - disability_benefits
+
+metadata:
+  unit: list
+  period: year
+  label: Missouri LIHEAP adult-only unearned income sources
+  reference:
+    - title: "Missouri LIHEAP Policy and Procedure Manual (October 2025), Unearned Income and Earnings of Children #page 34,38"
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=34

policyengine_us/parameters/gov/states/mo/dss/liheap/income/disability_benefit_sources.yaml

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+description: Missouri treats a totally and permanently disabled or blind individual as disabled for the medical deduction when the individual receives one of these benefits under the Low Income Home Energy Assistance Program.
+# The medical deduction also requires the member to be disabled or blind. With
+# that requirement, the general veterans and railroad benefit inputs stand in
+# for Veterans Administration and Railroad Retirement disability benefits, and
+# the general Social Security dependents and survivors inputs stand in for
+# disabled adult child and disabled widow(er) benefits. These four inputs also
+# include benefits a disabled member receives for reasons other than
+# disability, such as Social Security spousal, aged survivor or child-in-care
+# benefits or a railroad age-and-service annuity, since no input separates
+# them. Civil Service Disability and Black Lung benefits have no separate
+# inputs.
+values:
+  2017-05-30:
+    - ssi
+    - social_security_disability
+    # General dependents and survivors benefits; see the note above.
+    - social_security_dependents
+    - social_security_survivors
+    - veterans_benefits
+    - railroad_benefits
+    # Medical Assistance (MO HealthNet).
+    - medicaid
+    # State Supplemental Payments, State Aid to the Blind and State Blind
+    # Pension.
+    - mo_ssp
+
+metadata:
+  unit: list
+  period: year
+  label: Missouri LIHEAP disability benefit sources
+  reference:
+    - title: 13 CSR 40-19.020(2)(C)
+      href: https://www.sos.mo.gov/cmsimages/adrules/csr/current/13csr/13c40-19.pdf#page=2
+    - title: "Missouri LIHEAP Policy and Procedure Manual (October 2025), Medical Deduction for Elderly-Disabled and Disability #page 36,48"
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=36

policyengine_us/parameters/gov/states/mo/dss/liheap/income/earned_income_deduction_rate.yaml

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+description: Missouri deducts this share of earned income in determining countable income under the Low Income Home Energy Assistance Program.
+values:
+  2023-10-01: 0.2
+
+metadata:
+  unit: /1
+  period: year
+  label: Missouri LIHEAP earned income deduction rate
+  reference:
+    - title: "Missouri LIHEAP Policy and Procedure Manual (October 2025), Self-Employment-Partnership Income and Income Deductions #page 32,36"
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=32

policyengine_us/parameters/gov/states/mo/dss/liheap/income/earned_sources.yaml

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+description: Missouri counts these earned income sources, after the earned income deduction, under the Low Income Home Energy Assistance Program.
+# Each source is floored at zero: business and farm losses do not offset other
+# income. Net business income inputs stand in for the Form 1040 business lines.
+# Roomer and boarder income is also earned income but has no input.
+values:
+  2023-10-01:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+
+metadata:
+  unit: list
+  period: year
+  label: Missouri LIHEAP earned income sources
+  reference:
+    - title: "Missouri LIHEAP FFY2026 State Plan, Sections 1.8 and 1.9 #page 5-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/MO_Plan_2026.pdf#page=5
+    - title: "Missouri LIHEAP Policy and Procedure Manual (October 2025), Self-Employment-Partnership Income and Income Deductions #page 32,36"
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=32

policyengine_us/parameters/gov/states/mo/dss/liheap/income/elderly_age.yaml

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+description: Missouri treats applicants and spouses at or above this age as elderly for the medical deduction under the Low Income Home Energy Assistance Program.
+values:
+  2017-05-30: 65
+
+metadata:
+  unit: year
+  period: year
+  label: Missouri LIHEAP elderly age
+  reference:
+    - title: 13 CSR 40-19.020(2)(D)
+      href: https://www.sos.mo.gov/cmsimages/adrules/csr/current/13csr/13c40-19.pdf#page=2
+    - title: Missouri LIHEAP Policy and Procedure Manual (October 2025), Medical Deduction for Elderly-Disabled
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=36

policyengine_us/parameters/gov/states/mo/dss/liheap/income/medical_deduction.yaml

@@ -0,0 +1,13 @@
+description: Missouri deducts this amount for medical expenses, once per household, when the applicant or spouse is elderly or disabled under the Low Income Home Energy Assistance Program.
+values:
+  2017-05-30: 100
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Missouri LIHEAP medical deduction
+  reference:
+    - title: "13 CSR 40-19.020(2)(C), (2)(D) and (6)(D)1 #page 2-3"
+      href: https://www.sos.mo.gov/cmsimages/adrules/csr/current/13csr/13c40-19.pdf#page=2
+    - title: Missouri LIHEAP Policy and Procedure Manual (October 2025), Medical Deduction for Elderly-Disabled
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=36

policyengine_us/parameters/gov/states/mo/dss/liheap/income/unearned_sources.yaml

@@ -0,0 +1,53 @@
+description: Missouri counts these unearned income sources under the Low Income Home Energy Assistance Program.
+# Social Security counts net of the Medicare Part B premium in
+# mo_liheap_countable_income_person, and Missouri TANF is added at the
+# household level in mo_liheap_countable_income. Short- and long-term
+# disability payments count only for members 18 or older
+# (adult_unearned_sources).
+# Interest and dividends are excluded (October 2025 manual, page 38), as are
+# capital gains, which page 38 treats as lump sums; page 32 lists the Form 1040
+# capital gains line among self-employment documents. Foster care payments,
+# royalties, roomer and boarder payments, armed forces allotments and
+# installment income have no inputs.
+# Retirement-account (IRA, Keogh or 401(k)) withdrawals are not counted: the
+# income lists name pensions but not account withdrawals, and IRA and Keogh
+# balances count as resources (manual page 40; 13 CSR 40-19.020(2)(N)), so
+# the model treats a withdrawal as a change in resources, not income.
+values:
+  2023-10-01:
+    - total_unemployment_compensation
+    # Union funds or strike benefits.
+    - strike_benefits
+    - ssi
+    # Supplemental Aid to the Blind, Blind Pension and Supplemental State
+    # Payments.
+    - mo_ssp
+    - pension_income
+    - military_retirement_income
+    - railroad_benefits
+    # Rent received from land or buildings, including farm rent and
+    # Conservation Reserve Program payments.
+    - rental_income
+    - farm_rent_income
+    - alimony_income
+    - child_support_received
+    - veterans_benefits
+    - workers_compensation
+    # Contributions: money received from friends, family or organizations.
+    - financial_assistance
+
+metadata:
+  unit: list
+  period: year
+  label: Missouri LIHEAP unearned income sources
+  reference:
+    - title: "Missouri LIHEAP FFY2026 State Plan, Section 1.9 #page 5-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/MO_Plan_2026.pdf#page=5
+    - title: Missouri LIHEAP application MO 886-4576 (8-2026), Part 7 Other Income
+      href: https://dssmanuals.mo.gov/wp-content/uploads/2022/02/liheap-application.pdf#page=5
+    - title: "Missouri LIHEAP Policy and Procedure Manual (October 2025), Unearned Income, Income Exclusions and Resources #page 32-34,38,40"
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=32
+    - title: 13 CSR 40-19.020(2)(N), Low-Income Home Energy Assistance Program
+      href: https://www.sos.mo.gov/cmsimages/adrules/csr/current/13csr/13c40-19.pdf#page=2
+    - title: "Missouri DSS draft FFY2027 LIHEAP State Plan (report status Saved with Errors), Section 1.9 #page 5-7"
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2026/08/liheap-active-ffy2027.pdf#page=5

policyengine_us/parameters/gov/states/mo/dss/liheap/rent_share.yaml

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+description: Missouri pays a renter household whose heating costs are included in the rent this share of its annual rent, up to the Energy Assistance amount for its heating fuel, under the Low Income Home Energy Assistance Program.
+# 13 CSR 40-19.020(13) sets a payment of no more than eight percent of annual
+# rent, applied here. The October 2025 manual (page 63), the FFY2024-FFY2026
+# plans and the DSS draft FFY2027 plan (section 2.3) describe 16 percent; the
+# manual caps the payment at the Energy Assistance amount for the household's
+# energy source. RSMo 660.115.2 separately limits renter payments from the
+# state Utilicare stabilization fund to the lesser of eight percent of annual
+# rent or $100; Energy Assistance is paid from federal LIHEAP funds.
+values:
+  2017-05-30: 0.08
+
+metadata:
+  unit: /1
+  period: year
+  label: Missouri LIHEAP renter annual rent share
+  reference:
+    - title: 13 CSR 40-19.020(13)
+      href: https://www.sos.mo.gov/cmsimages/adrules/csr/current/13csr/13c40-19.pdf#page=4
+    - title: Missouri LIHEAP Policy and Procedure Manual (October 2025), Renter Household Payment
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2025/10/liheap-policy-procedure-manual.pdf#page=63
+    - title: Missouri LIHEAP FFY2026 State Plan, Section 2.3
+      href: https://liheapch.acf.gov/docs/2026/state-plans/MO_Plan_2026.pdf#page=8
+    - title: Missouri DSS draft FFY2027 LIHEAP State Plan (report status Saved with Errors), Section 2.3
+      href: https://dss.mo.gov/sites/mydss/files/media/pdf/2026/08/liheap-active-ffy2027.pdf#page=8
+    - title: Missouri LIHEAP FFY2025 State Plan, Section 2.3
+      href: https://liheapch.acf.gov/docs/2025/state-plans/MO_Plan_2025.pdf#page=8
+    - title: Missouri LIHEAP FFY2024 State Plan, Section 2.3
+      href: https://liheapch.acf.gov/docs/2024/state-plans/MO_Plan_2024.pdf#page=8
+    - title: RSMo 660.115
+      href: https://revisor.mo.gov/main/OneSection.aspx?section=660.115

policyengine_us/programs.yaml

@@ -987,7 +987,7 @@ programs:
     category: Benefits
     agency: HHS
     status: partial
-    coverage: AR, AL, DC, GA, Riverside County, MA, FL, IL, IN, KS, KY, MD, MS, NC, NE, NJ, NY, OH, OK, OR, SD, RI, TX
+    coverage: AR, AL, DC, GA, Riverside County, MA, FL, IL, IN, KS, KY, MD, MO, MS, NC, NE, NJ, NY, OH, OK, OR, SD, RI, TX
     state_implementations:
       - state: AL
         status: partial
@@ -1092,6 +1092,14 @@ programs:
         parameter_prefix: gov.states.md.dhs.meap
         verified_years: "2025-2027"
         notes: FY25-FY27 regular heating only, with the fuel tables, the Garrett County multiplier and the subsidized and nominal levels. The SNAP nominal payment, cooling, EUSP, arrearage, crisis and equipment benefits are out of scope.
+      - state: MO
+        status: partial
+        name: Missouri LIHEAP
+        full_name: Missouri Low Income Home Energy Assistance Program
+        variable: mo_liheap
+        parameter_prefix: gov.states.mo.dss.liheap
+        verified_years: "2026-2027"
+        notes: FY2026-FY2027 regular Energy Assistance only, including the heat-in-rent payment. Crisis (ECIP), cooling and weatherization assistance are out of scope.
       - state: MS
         status: partial
         name: Mississippi LIHEAP