Add West Virginia LIEAP regular heating assistance by hua7450 · Pull Request #10618 · PolicyEngine/policyengine-us

hua7450 · 2026-11-02T17:01:11Z

Adds West Virginia's Low Income Energy Assistance Program (LIEAP) regular heating payment for FY2026 and FY2027, run by the Department of Human Services (DoHS), Bureau for Family Assistance, under chapter 21 of the Income Maintenance Manual (IMM). The model counts citizens and legal immigrants in the assistance group and every member's gross income except the manual's exclusions, which include Social Security (RSDI) and SSI. The limit is 60% of state median income for one to seven members and 150% of the prior-year poverty guideline from eight ($2,454 a month for one person in FY2026, $2,550 in FY2027). The manual prints that limit rounded to the whole dollar a month, and the model stops it at the unrounded annual amount, the federal ceiling in 42 U.S.C. 8624(b)(2)(B). The payment is the Appendix A base amount for the group's size and monthly income row ($160 for one person in the first row, $5 less per row, $5 more per member) times a fuel factor (1.750 electricity, 1.198 natural gas, 1.089 propane, fuel oil, kerosene, wood and coal), rounded to the cent: $70.79 to $446.25.

Fixes #10617

Regulatory authority

IMM, earlier 2026 edition (FY2026 chart), chapter 4 Appendix A, 21.3.1, 21.4.9.A, 21.4.11, Appendices A and D, pages 407, 1732-1739, 1756, 1760-1762, 1780-1781 and 1785
IMM, update 881 effective October 1, 2026 (FY2027 chart), chapter 4 Appendix A, 21.3.1, 21.4.1, 21.4.9.A, 21.4.11, Appendices A and D, pages 405, 1726-1734, 1745, 1752, 1756-1758, 1775-1776 and 1779
Archived manual copies. BFA removed both manual files (both URLs returned 404 on 2026-11-05), so the two links above are Wayback captures. The update 881 capture is byte-identical to the copy this PR read (SHA-256 dd844c1891b1...), so its pages are unchanged. The only capture of the earlier edition is an older upload to the same address (PDF created February 2, 2026; 2,281 pages). The July 2026 upload read before (2,273 pages) is no longer public, so earlier-edition pages run later than before: 7 through 21.4.11, 8 for Appendices A and D, because update 875 later removed 21.8, and 1 at chapter 4 Appendix A. In the capture, the 40 FY2026 row tops, the payment grid, the fuel factors, Appendix D and the chapter 4 LIEAP Max column match the model's FY2026 values.
FY2026 LIHEAP Detailed Model Plan (accepted), items 1.1, 1.4, 1.8-1.9 and 2.1-2.6, pages 4-7 and 9-12
FY2027 LIHEAP Detailed Model Plan (submitted), items 1.4, 1.9, 2.1, 2.4 and 2.6, pages 5, 7, 9, 12 and 13
42 U.S.C. 8624(b)(2)(B) (federal income ceiling)
BFA LIEAP page (FY2026 guidelines as captured 2026-10-03; now FY2027)
Federal inputs: LIHEAP IM 2025-02 Attachment 4, FY2026 SMI, pages 3 and 6; LIHEAP IM 2026-01 Attachment 4, FY2027 SMI, pages 3 and 6; 2025 poverty guidelines, 90 FR 5917, page 1; 2026 poverty guidelines, 91 FR 1797, page 2

Eligibility

Requirement	Source	How modeled
West Virginia residence	IMM 21.3.1.D.1	`defined_for = StateCode.WV`
Qualified members	21.3.1.B; 21.3.1.D.2	SPM unit as the assistance group; size sums `is_citizen_or_legal_immigrant`; size 0 is ineligible
Income at or below the limit	21.3.1.A; plan 2.1, 2.4; chapter 4 Appendix A; 42 U.S.C. 8624(b)(2)(B)	60% of SMI for sizes 1-7 (four-person SMI $94,396 in FY2026, $98,088 in FY2027), 150% of the prior-year guideline from 8; monthly limit rounded to the dollar, times 12, capped at the unrounded annual amount, against annual income; inclusive
No categorical bypass	21.3.1.A; 21.4.9.A; FY2027 plan 1.4	SNAP, TANF or SSI receipt does not lift the income test
Heating responsibility	21.3.1.C, C.2, C.3, C.6	`has_heating_expense`: a positive bill for the named fuel, heat not in rent; callers may set it for a heating charge stated in rent or electricity that runs self-cut wood; subsidized tenants who pay heat directly qualify

Countable income

Item	Source	How modeled
Whose income	21.3.1.A.3; 21.3.1.D.2	Every member, any age, counted in size or not; each source floored at zero per member, so a rental or business loss cannot cancel another receipt
Business income	21.3.1.A, A.3	Net self-employment, SSTB, farm, partnership and S-corporation, and estate income; no second 20% deduction
Other sources	21.3.1.A.3	Wages and active-duty basic pay (`military_basic_pay`), unemployment (`total_unemployment_compensation`), strike benefits, pensions, military retirement (`military_retirement_income`, with Survivor Benefit Plan annuities), railroad retirement (`railroad_benefits`), retirement-account distributions, non-Social Security survivor benefits, general assistance, rental and farm rental income, alimony, child support received, interest, dividends, veterans benefits, workers' compensation, disability benefits, outside cash help (`financial_assistance`), recurring miscellaneous receipts (`miscellaneous_income`, the only input able to carry contract, mineral-rights, jury-duty or settlement receipts)
WV WORKS	21.3.1.A.3	Take-up-gated `tanf`, once per household
Not counted	A.4 (earlier edition), A.5 (update 881)	Social Security Administration RSDI and SSI, so no Medicare premium question arises; student aid, SNAP and the other listed exclusions; capital gains, gambling and life-insurance proceeds as nonrecurring lump sums

Benefit

Item	Source	How modeled
Income row	Appendix A (pages 1780-1781; 1775-1776)	Annual income / 12; first row whose printed upper bound is at least that amount (`right=True`)
Base amount	Appendix A	$160 + $5 x (size - 1 - row index); sizes 1-20
Fuel factor	21.4.11.B	1.750 electricity; 1.198 natural gas; 1.089 propane, fuel oil, kerosene, wood, coal; none for SOLAR, OTHER, NONE, UNSPECIFIED
Payment	21.4.11.B table	Base x factor once, rounded half up to the cent; no bill cap and no reduction for partial responsibility

Source priority and modeling notes

Income test and income sources. The manual governs over the plan. Section 21.3.1.A denies any group above the ceiling, and 21.4.9.A verifies a working member's income even when another member receives SSI, so FY2026 plan item 1.4's TANF, SSI and SNAP categorical eligibility does not lift the test (candidate us-wv:liheap-plan-categorical-eligibility). FY2027 plan item 1.4 answers No. The manual counts all sources except its list, so the model counts general assistance, TANF, cash help, VA benefits and minors' earnings, which plan item 1.9 leaves unchecked (the FY2027 plan checks a child's earnings), and excludes nonrecurring lump sums, which 1.9 checks (candidate us-wv:liheap-plan-income-and-benefit-items). The exclusion names only Social Security Administration benefits, so railroad retirement, paid by the Railroad Retirement Board, counts. Board of Review decisions apply 21.3.1.A to a SNAP recipient whose income went unverified (25-BOR-1354, pages 3-4) and with the $4,720 four-person limit (26-BOR-1570, page 4).
VA benefits. The December 18, 2025 DoHS announcement says "Social Security & Veterans Benefits Excluded", and item 1.9 of both plans (page 7) leaves "Veterans Administration (VA) benefits" unchecked. Both manual editions name one VA exclusion: "Veterans Affairs (VA) Aid and Attendance payments." The model follows the manual and counts veterans_benefits in full, since the input cannot separate Aid and Attendance. Both editions are later than the announcement (the archived earlier PDF was created February 2, 2026, and update 881 takes effect October 1, 2026), and the fact sheets and agency pages do not repeat its line. A veteran with $30,000 in VA benefits and no other income receives $0 under the manual and would receive $280 under the announcement (candidate us-wv:liheap-veterans-benefits, unreviewed).
Benefit variables. Plan item 2.5 (page 11) checks "Individual bill", "Energy burden" and "Energy need", and item 1.6 (page 5) bases levels on "income, household size, cost of energy, and fuel type". Update 881 (page 1757) bases them on "the income, the number of persons in the AG, and the type of energy used". The model follows the manual and reads no bill amount or burden (candidate us-wv:liheap-plan-income-and-benefit-items).
Limit rounding. The plan sets the rates; the manual and agency print whole-dollar monthly limits. Rounding the monthly amount to the nearest dollar is an inferred convention, not a stated rule. It reproduces every limit the manual prints for sizes 1-10 in both years and FY2027's size 11 ($8,385 + $710 = $9,095). The 60% SMI branch reuses the shared liheap_smi_limit.
Federal ceiling. 42 U.S.C. 8624(b)(2)(B) limits assistance to households with income at or below the greater of 150% of the poverty level and 60% of SMI, and West Virginia's unrounded amount equals that maximum at every size 1-20 in both years. A monthly limit that rounds up sits $1 to $5 a year above it at FY2026 sizes 3, 4, 5, 7 and even sizes 8-20 and at FY2027 sizes 2, 3, 6 and 7, so the model stops at the unrounded amount (candidate us-wv:liheap-income-limit-above-federal-ceiling, following the statute). A three-person FY2026 group with $47,578 receives $0, where the printed $3,965 x 12 = $47,580 would pay $253.75 (wv_lieap.yaml Case 11).
Printed limit differences. For FY2026 sizes 11-20 the annual limits run from $105,972 ($8,831 a month, the chart's row top; 150% of $70,650 is $105,975) to $180,225 ($15,018.75 a month). Adding $688 per member to the ten-person $8,144 gives $8,832 through $15,024, above 150% of the guideline. For FY2027 size 8 the manual, the agency page and the fact sheet print $6,965 (150% of $55,720 / 12; page and fact sheet checked 2026-11-03). The FY2026 fact sheet prints $6,372, $6,769 and $6,590 for sizes 6-8, against the manual's $6,230, $6,372 and $6,769. Some chart cells sit above a size's limit (FY2027's size-12 cell in the $9,806-$10,160 row against a $9,805 limit; each chart's size-20 $60 row); the limit governs.
Chart rows. The first two rows overlap ($0-$2,077 and $1,078-$2,454 in FY2026) and whole-dollar rows leave cent gaps. The printed upper bounds act as continuous ceilings without rounding income, and every other bound stays as printed. That includes FY2027's fifth row ending at $3,427, which looks like a misprint: the midpoint of $3,335 and $4,120 is $3,727.50, and the matching FY2026 row is a midpoint. A three-person group at $3,428-$3,727 receives a base of $145 where the midpoint would give $150. The FY2026 chart carries a stale "FY 2025 INCOME LEVELS" heading, but its row tops equal the FY2026 limits.
Base and factor. The base formula reproduces all 840 occupied cells of the two charts exactly; it compresses the table and is not used beyond it. Section 21.4.11.B describes "the base amount plus the incremental amount", but the printed product table shows base x factor as the payment, and the model follows the table. Half-up cents reproduce the printed $147.02 (135 x 1.089) and $70.79 (65 x 1.089).
Heating responsibility. Heat in rent or housing assistance alone cannot establish responsibility, and no subsidized tenant is excluded outright. A $0 for heat bundled in rent without the responsibility fact, above 20 members, or for SOLAR, OTHER or UNSPECIFIED heating means no modeled award, not a legal denial; NONE reports no heating. The model pays a zero-income bill holder in both years (wv_lieap.yaml Case 1); it has no input for the FY2026 C.7 third-party payer, whom that edition treats as invulnerable.

The registry entry is partial with verified_years: "2026-2027"; earlier years are unverified backfilled estimates.

Not modeled

Item	Source	Treatment
Groups above 20 members; SOLAR and OTHER heating	Appendix A; 21.4.11.B	No printed column or factor; $0
Fixed versus movable dwellings	21.3.1.C.1; plan 2.5	No input
Zero-income group whose bill another person pays	C.7 (FY2026: invulnerable); A.4 and C.7 in update 881	Not distinguished
Application-month income, pay-frequency conversion, 20% gross-receipts deduction	21.3.1.A.1-A.3	Annual / 12; net business inputs
One-time mineral-rights and royalty receipts, foster care, child support arrearages, work-study and CNCS wages, reimbursements	A.3-A.4; plan 1.9	No separate inputs; `miscellaneous_income` reads as recurring
Surcharges, a documented rent increase, portable-heater and alternate-fuel approval, members already paid as part of another group (whose income also leaves this group), one payment per season	21.3.1.B, C.2, C.5, E	Not represented
Households with more than one SPM unit	21.3.1.B ("all household members are considered one AG")	The SPM unit stands in for the assistance group, as across the all-state LIHEAP effort, so each unit gets its own size, income test and payment. Two unrelated adults with $24,000 each and one bill receive $280; the manual would deny one group of 2 at $4,000 a month
Supplemental payments; repayment offsets	Update 881 pages 1735, 1768; plan page 12	No amount or input
Emergency LIEAP, cooling, repair or replacement, weatherization, 20% utility discount	Plan 1.1; BFA LIEAP page	Out of scope

Microsimulation: heating_type, the per-fuel bills and the heat-in-rent fact behind has_heating_expense are not in current datasets; callers must supply them.

Removed manual links outside LIEAP

BFA's removal also broke citations already on main, so this PR replaces them too. 16 files change, only in their links:

6 WV WORKS parameter files and 5 WV WORKS variables
3 Medicaid senior or disabled parameter files
us-wv:medicaid-ssi-related-non-cash-income-at-standard in source_conflicts/candidates.yaml
3 replacement values in known_dead_reference_urls/midatlantic.toml

The links use the same two Wayback captures as above. Each page anchor was read in its capture, and none moved. wv_works_countable_earned_income stays on the earlier edition, and the rest use update 881. No reference was deleted, and no formula, parameter value or test expectation changed.

Test plan

42 YAML cases in 5 files. CI passed all 38 checks at b90a7e0726 (run 41724803822), including the four state shards that run these cases. 2ce7b18468 and 8f5702ae66 change only citations, comments and register text, and e0cdfd5eba merges main at cc8f4c9d90. No tests ran locally. All 42 passed in CI at 8f5702ae66 (run 42083338731, 36 of 36 checks). The merged head adds only newer main and the coverage-line merge.

wv_lieap.yaml (12): every heating type at zero income; both years' first two rows and one-person ceiling to the cent; FY2027's $3,427 row; adjacent eleven-person rows; the $147.02 half cent; 20 members at the ceiling and 21 members; direct, subsidized, missing and heat-in-rent costs; a stated rent charge and self-cut wood; a mixed-status group through to the payment; the federal ceiling at FY2026 sizes 3 and 8 and FY2027 size 3.
wv_lieap_income_limit.yaml (5): FY2026 and FY2027 limits for sizes 1-11 under the federal ceiling, one multi-unit case per year, the 7/8 switch by qualified members, and an Ohio household.
wv_lieap_income_eligible.yaml (4): inclusive ceilings, SNAP, TANF or SSI receipt above the ceiling, unqualified members' income, a zero limit at zero qualified size.
wv_lieap_countable_income.yaml (16): minors' and unqualified members' earnings, each listed source including military basic pay, railroad retirement and miscellaneous income, the exclusions, nonrecurring proceeds, per-source loss floors, unemployment and WV WORKS receipt.
wv_lieap_household_size.yaml (5): qualified and unqualified members.
YAML tests with expected values from the IMM charts, product table and income tables, the agency guidelines, and the HHS SMI and poverty-guideline tables
Source-conflict register entry for a statute reading: the federal ceiling is backlog entry us-wv:liheap-income-limit-above-federal-ceiling in source_conflicts/candidates.yaml; no # Source conflict marker until it is registered. Three source choices with no statute reading are also candidates: us-wv:liheap-plan-categorical-eligibility, us-wv:liheap-plan-income-and-benefit-items and us-wv:liheap-veterans-benefits
make format
Changelog fragment in changelog.d/
CI passes at b90a7e0726
CI passes at 8f5702ae66

axiom: TheAxiomFoundation/rulespec-us#1998 queued

🤖 Generated with Claude Code

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

codecov · 2026-11-02T17:13:18Z

Codecov Report

✅ All modified and coverable lines are covered by tests.
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DTrim99 · 2026-11-02T21:27:58Z

PR Review: Add West Virginia LIEAP regular heating assistance

Summary

PR #10618 (author: hua7450), head fcdbc7f779. This is a first review. The PR adds West Virginia's regular heating LIEAP payment for FY2026 and FY2027:

10 parameters and 5 variables under gov.states.wv.dhhr.lieap;
5 test files with 40 cases;
a programs.yaml entry plus WV on the LIHEAP coverage line;
a changelog fragment.

There are no reviews yet, and the only comment is Codecov's.

The rules research matches the code closely. I worked from four sources:

both Income Maintenance Manual editions (chapter 21 and chapter 4 Appendix A);
the FY2026 accepted plan and the FY2027 submitted plan;
HHS's FY2026 and FY2027 SMI tables;
the BFA LIEAP page and fact sheet.

What I checked:

Chart transcription. I parsed both Appendix A charts. All 80 printed row tops equal the income_band thresholds, and the base formula $160 + $5 x (size - 1 - row) reproduces all 840 printed cells.
Fuel factors and limits. The fuel factors and the half-up cents match 21.4.11.B. The limits reproduce every figure the manual prints.
Income. The income definition follows 21.3.1.A: all sources count, minus the exclusion list, with no deductions.

One critical finding. The state's whole-dollar monthly limits are slightly above the federal ceiling of 42 U.S.C. 8624(b)(2)(B) at several household sizes in both claimed years, and the head follows them. This is the North Dakota #10342 C1 pattern.

Two should-address items:

military_basic_pay is missing from the income list.
One zero-size guard in the limit has no test.

Four suggestions. CI is green (36/36), and the merge with main is clean.

Critical

C1. The income test admits households above the 42 U.S.C. 8624(b)(2)(B) ceiling in both claimed years.

Where. policyengine_us/variables/gov/states/wv/dhhr/lieap/wv_lieap_income_limit.py:31-36. The variable takes liheap_smi_limit or 150% of the lagged guideline, rounds the monthly amount to the nearest dollar and multiplies by 12. wv_lieap_income_eligible then admits income up to that figure.

What goes wrong. Rounding up reproduces West Virginia's printed limits, but at several sizes it lifts the limit above the federal maximum.

The law. Payments may go only to households "with incomes which do not exceed the greater of (i) an amount equal to 150 percent of the poverty level for such State; or (ii) an amount equal to 60 percent of the State median income" (42 U.S.C. 8624(b)(2)(B)). HHS publishes the size-adjusted 60% amounts as "Mandatory Use in LIHEAP for FY26" (IM 2025-02 Attachment 4). For West Virginia:

FY2026: 29,451, 38,513, 47,575, 56,637, 65,698 and 74,760 for sizes 1 to 6 (page 3), and 76,459 for size 7 (page 6).
FY2027: 30,603, 40,019, 49,435, 58,852, 68,268 and 77,684 for sizes 1 to 6 (page 3), and 79,450 for size 7 (page 6) (FY2027 Attachment 4).

From size 8 on, 150% of the guideline is the larger amount.

Year	Size	Head's annual limit	Federal maximum	Excess
FY2026	3	47,580 (3,965 x 12)	47,575 (60% SMI)	$5
FY2026	4	56,640	56,637	$3
FY2026	5	65,700	65,698	$2
FY2026	7	76,464	76,459	$5
FY2026	8, 10, 12, 14, 16, 18, 20	6,768.75 → 6,769 x 12 = 81,228; likewise for the other even sizes	1.5 x 54,150 = 81,225; likewise for the other even sizes	$3 each
FY2027	2	40,020	40,019	$1
FY2027	3	49,440	49,435	$5
FY2027	6	77,688	77,684	$4
FY2027	7	79,452	79,450	$2

At the even FY2026 sizes from 8 up, 150% of the 2025 guideline ends in $0.75 a month, so rounding goes up. FY2027's 2026 guideline gives whole dollars, so sizes 8 and up are exact.

Hand examples:

FY2026, three people, electric heat, wages $47,578 ($3,964.83 a month). The head finds the unit eligible: 47,578 ≤ 47,580. The income sits in row 5, whose top is $3,965, so the base is 160 + 5 x (3 - 1 - 5) = $145. The head pays $253.75. The federal maximum is $47,575, so the result should be $0.
FY2026, eight people, wages $81,227 ($6,768.92 a month). The unit falls in row 15, so the base is 160 + 5 x (8 - 1 - 15) = $120. The head pays $210 with electric heat; the ceiling is $81,225.
FY2027, three people, $49,438. The unit falls in row 5 (the $3,428-$4,120 row), the base is $145, and the head pays $253.75; the ceiling is $49,435.

Precedent. This is the North Dakota #10342 C1 pattern: printed 60% SMI limits $2 to $12 above Attachment 4 were critical. The accepted fix capped every band at the federal maximum and recorded a follows: statute candidate (us-nd:liheap-table-above-federal-ceiling). CLAUDE.md's source rule points the same way: where a statute conflicts with a manual, follow the statute and record the choice.

Fix:

Cap the limit at max(liheap_smi_limit(size, state, gov.hhs.liheap.smi_limit, …), gov.hhs.liheap.fpg_limit x fpg(size, group, …, year_lag=p.fpg_year_lag)). Both federal parameters are already on main. The cap can live in wv_lieap_income_limit, or the printed limit can stay as it is and wv_lieap_income_eligible can check the cap separately.
Pin the cap. Add cases at the three examples above; each expects ineligible and $0.
Update the expectations. Revise wv_lieap_income_limit.yaml Cases 1 and 2 for the affected sizes, or assert the printed figures and the capped eligibility separately.
Record the choice. Add a us-wv: candidate with follows: statute, and mark the deciding line # Source conflict us-wv:<id>.
Settle the +$688 question. For FY2026 sizes 11 to 20, the manual's "+$688" figures (8,832 for 11, through 15,024 for 20) and the head's rounded figures at even sizes both sit above 150% of the guideline. The cap therefore settles that too. The body's "N/A: no statute reading is involved" line then needs updating.

Should address

S1. military_basic_pay is not counted.

Where. policyengine_us/parameters/gov/states/wv/dhhr/lieap/income/sources.yaml:4. The list counts employment_income but not military_basic_pay, which on main is a separate person input. employment_income does not include it.

Rule. 21.3.1.A.3: "All sources of income are considered in determining income eligibility" (update 881, page 1727; earlier edition page 1726). Plan item 1.9 checks "Wages". Active-duty basic pay is wages, and it is not on the A.5 exclusion list.

Example. One person has $36,000 of basic pay entered as military_basic_pay, with electric heat, in FY2026:

The head counts $0 and pays $280.
Under the manual, $3,000 a month is above the $2,454 limit, so the application is denied.

Precedent. This is the wave's omitted-source pattern (military pay in UT, AK and PA). IA #10292, UT, ND, NV #10432 and AK list military_basic_pay beside employment_income.

Fix.

Add military_basic_pay after employment_income, with the comment those states use (enter basic pay in one of the two inputs, not both).
Give it a distinct amount in a countable-income case, for example $500 in Case 2, giving 12,700.
Update the body and the Axiom issue's source list (26 sources).

S2. The zero-size guard in the limit is unpinned.

Where. policyengine_us/variables/gov/states/wv/dhhr/lieap/wv_lieap_income_limit.py:36 returns where(size > 0, monthly * MONTHS_IN_YEAR, 0).

Why no test catches its removal. Without the guard, a West Virginia unit with no qualified members gets a $29,448 limit, because smi_size_factor at size 0 is the one-person 0.52. Yet every test still passes:

No case asserts wv_lieap_income_limit for such a unit. The only zero values come from the Ohio rows, which defined_for zeroes.
wv_lieap_income_eligible separately requires size > 0.

The wave's mutation rule treats an unpinned guard as should-address (UT #10344 r3 N1, two unpinned zero-standard guards).

Fix. Either change is enough:

Add wv_lieap_income_limit: 0 to wv_lieap_household_size.yaml Case 3, or to wv_lieap_income_eligible.yaml Case 1, whose third row has no qualified member.
Delete the guard as redundant with the eligibility check.

Suggestions

G1. Record the plan-against-manual choices in source_conflicts/candidates.yaml.

The body says no candidate applies. Yet the head makes the same kind of choices that siblings recorded as us-la:liheap-plan-income-checklist and us-mn:liheap-plan-income-checklist (follows: gap-fill, state: ruled; MN #10433 G3):

Categorical eligibility. FY2026 plan item 1.4 answers "Yes" for TANF, SSI and SNAP heating (page 5). The head applies the income test to everyone, under 21.3.1.A, the 21.4.9.A SSI example and 25-BOR-1354, which upheld a denial for a SNAP recipient whose self-employment income was not verified.
Plan item 1.9 (pages 6-7). It leaves general assistance, TANF, cash gifts, VA benefits and (in FY2026) a child's earnings unchecked, yet the head counts them all. It checks one-time lump sums, which the head excludes under A.3.
VA benefits. DoHS's December 18, 2025 announcement says "*Social Security & Veterans Benefits Excluded". Both manual editions exclude only "Veterans Affairs (VA) Aid and Attendance payments", and the head counts veterans_benefits. The body explains this well, but it is the clearest agency-against-manual split and belongs in the register.
Plan item 2.5 checks individual bill, energy burden and energy need; the head follows 21.4.11.B.

G2. Cite the FY2027 plan.

DoHS links a submitted FY2027 Detailed Model Plan (report period 10/01/2026 to 09/30/2027) from the LIEAP page. The PR cites only FY2026. The FY2027 plan:

Confirms the FY2027 rates. It keeps 60% of SMI from size 1 and 150% of the guideline from size 8 (item 2.1, page 9; item 2.4, page 12). The smi_rate, fpg_rate and smi_max_household_size files cite only the FY2026 plan, though they also drive FY2027.
Supports the no-bypass reading. It changes item 1.4 to "No" for TANF, SSI and SNAP (page 5). That supports the head's choice for FY2027 and narrows the conflict in G1 to FY2026.
Matches the manual on minors. It now checks "Earned income of a child under the age of 18" (page 7).
States the benefit range. Its item 2.6 text says "LIHEAP levels are $1.00 to $446.25" (page 13), matching the head's range.

Add it as a second reference and reflect it in the body and the Axiom issue.

G3. Housekeeping.

Agency page and fact sheet. As served on 2026-11-02, the BFA LIEAP page and the FY2027 fact sheet print $6,965 for eight people, matching the manual. The body's "over the $6,695 on the agency page and fact sheet" and Axiom interpretation 7 are now stale.
Test status. The test plan says the newest cases "have not run" and leaves "CI passes" unchecked, but CI passed on this head.
Limit comment. wv_lieap_income_limit.py:33-34 says adding a rounded increment "diverges from the manual at 11". The +$688 increment is the manual's own figure: 21.3.1.A names the chapter 4 Appendix A chart, and that chart and Appendix D print it. What the increment departs from is the Appendix A payment chart and 150% of the guideline.
Test header. In wv_lieap_income_limit.yaml, line 1 ("earlier IMM gives size 11") and line 10 need the same correction. Most of this is rewritten by the C1 fix anyway.

G4. Floor the compressed base.

wv_lieap.py:25-27 says income eligibility confines sizes 1 to 20 to occupied cells. That holds for the baseline in FY2026 and FY2027: I checked that each size's limit is at or below the top of its last printed row. It stops holding in two cases:

Under a reform to smi_rate or fpg_rate. With fpg_rate 2.0, an eight-person FY2026 unit at $9,000 a month lands in row 22, a blank cell, and gets base $85.
In later years. FPG-based limits rise while the FY2027 chart is carried forward.

At extreme rates the base goes negative. With smi_rate 4.0, one person at $16,000 a month reaches row 40, so the base is -40 and the payment is -$70. A max_(base, 0) floor, or capping the row at 2 x size - 1, would keep the formula safe.

Verified correct

Payment chart. Both charts' 40 row tops match income_band.yaml exactly, including:
- the overlapping printed first rows ("$1,078"/"$1,158");
- FY2027's $3,336-$3,427 and $3,428-$4,120 rows, which are printed consistently in both the "To" and "From" columns, so following them is right;
- the irregular larger-family rows (FY2026 $12,270-$12,956; FY2027 $9,096-$9,805).
Each column runs contiguously to size 20, and every one of the 840 cells equals 160 + 5 x (size - 1 - row). The right=True lookup is pinned by wv_lieap.yaml Cases 2 and 3 (exactly $2,077 gives $280; $2,077.25 gives $271.25).
Benefit range. In both claimed years every eligible unit lands on a printed cell. The minimum is $65 x 1.089 = $70.79 (size 20, row 38) and the maximum is $255 x 1.75 = $446.25. No baseline path goes negative.
Fuel factors (21.4.11.B, update 881 pages 1757-1758; earlier edition pages 1754-1755). The factors are 1.198 (natural gas), 1.089 (LPG, coal, wood, fuel oil and kerosene) and 1.750 (electricity). The printed product table is base x factor, so the head follows the table over "base amount plus the incremental amount". The mill-then-half-up rounding gives $147.02 and $70.79, as printed. Plain np.round would give $147.01, so Cases 6 and 7 tell the two apart.
Limits.
- SMI. gov.hhs.smi.amount WV is $94,396 (2025-10-01) and $98,088 (2026-10-01), equal to Attachment 4.
- Guidelines. They are lagged one year: 2025 for FY2026 and 2026 for FY2027 ($15,960 + $5,680).
- Printed figures. The monthly rounding reproduces chapter 4 Appendix A and Appendix D for sizes 1 to 10 in both editions (earlier page 406; update 881 page 405), and FY2027's 8,385 + 710 = 9,095.
- 7/8 switch. The switch is counted in qualified members (wv_lieap_income_limit.yaml Cases 3 and 4).
- Floor. Every limit is far above the 110% floor.
Income. The definition follows 21.3.1.A (update 881 pages 1726-1729):
- gross income with no deductions;
- all sources count;
- the A.5 exclusions (RSDI, SSI, SNAP, student aid, WIC, WIOA, tax refunds) are not read;
- nonrecurring lump sums are excluded;
- railroad retirement counts as an RRB benefit, consistent with main's Count railroad retirement annuities as SSI unearned income #10534 definition of railroad_benefits as gross RRB benefits.
Each member's sources are floored at zero separately. Medicare netting does not arise, because RSDI is excluded and no deductions apply. Using net business inputs in place of the 20% gross-receipts deduction is documented.
Assistance group. Size counts is_citizen_or_legal_immigrant (8 U.S.C. 1641 qualified noncitizens), while every member's income counts (21.3.1.B and D.2). The SPM unit standing in for the household is the wave convention and is documented.
Heating responsibility (21.3.1.C, C.2, C.3 and C.6):
- a positive bill for the primary fuel, with heat not in rent, qualifies, and subsidized tenants who pay directly qualify;
- heat in rent alone gets $0;
- a stated rent charge or self-cut wood can be supplied through has_heating_expense.
UNSPECIFIED pays $0 (the Default heating_type to electricity and remove the UNSPECIFIED-gated state heating adapters #9754 convention). SOLAR and OTHER pay $0 because the 21.4.11.B table has no factor for them. Both are documented.
Tests and mutation. All 25 listed sources and tanf carry distinct nonzero amounts, so dropping any one changes an expectation. The exclusions, the per-source floors, the size-20 gate, the heating gate, each fuel branch and the default, the inclusive ceilings, the 7/8 branch, the guideline lag and the half-up monthly rounding are all pinned. The one exception is S2.
Item 17. main has no wv_ssp, and the manual excludes SSI, so this does not apply.
NH Add New Hampshire state supplementation for 2026 #10156 pattern. The pattern is safe. The size feeds only arithmetic and the shared helpers, which index by state code and guideline group, not by size. The Ohio and Virginia rows in the same simulations, in all five files, pass in CI.
main-side guards:
- Integrate modeled state unemployment insurance into income flows #9558: the list uses total_unemployment_compensation;
- Count military SBP annuities in state benefit income lists #10317: it uses military_retirement_income, so SBP counts;
- Count each Social Security benefit once in Pennsylvania CCW countable income #10408: no social_security component is read;
- Tie source-conflict markers to the register shared with Axiom #10287 ratchet: no comment in the PR's files matches the conflict-sounding patterns.
Wiring and housekeeping:
- the defined_for gating is in place, and the programs.yaml entry has verified_years: "2026-2027", backed by both manual editions;
- there is no household aggregate, consistent with the merged siblings;
- every parameter description ends "under the Low Income Energy Assistance Program";
- every #page= anchor I opened shows its value: plan pages 9 and 11, and manual pages 1725-1728, 1749, 1754-1755, 1772-1773 and 1777, and 1726-1729, 1752, 1757-1758, 1775-1776 and 1779;
- the changelog fragment is top-level added;
- no partner test file is touched.

Hand-checked expectations (15):

Case	Arithmetic	Expected
`wv_lieap` 1	Size 1, row 0, base 160: x 1.75 = 280; x 1.198 = 191.68; x 1.089 = 174.24; SOLAR and OTHER have bills but factor 0; UNSPECIFIED and NONE have no bill	280, 191.68, 174.24 x 5, 0 x 4 ✓
`wv_lieap` 2	24,924 / 12 = 2,077 is row 0 (280); 2,077.25, 2,077.50, 2,078 and 2,454 are row 1 (155 x 1.75 = 271.25); 29,448.12 is above 29,448	280, 271.25 x 4, 0 ✓
`wv_lieap` 4	FY2027, size 3: 3,400 is above 3,335, so row 4 and base 150, x 1.089 = 163.35; 3,430 is above 3,427, so row 5 and base 145, 157.905, rounded 157.91	163.35, 157.91 ✓
`wv_lieap` 5	Size 11: 8,477 is row 20, base 110 x 1.75 = 192.50; 8,480 is row 21, base 105, 183.75; limit 1.5 x 70,650 / 12 = 8,831.25, rounded 8,831	192.5, 183.75 ✓
`wv_lieap` 6	Size 5: 5,300 is row 9, base 160 + 5 x (4 - 9) = 135; 135 x 1.089 = 147.015, rounded 147.02	147.02 ✓
`wv_lieap` 7	Size 20 at 15,019 is row 38, base 65, 70.785, rounded 70.79; size 21 is above the table	70.79, 0 ✓
`wv_lieap` 10	Size 1 (the noncitizen is not counted); 24,000 / 12 = 2,000 is row 0, 280; limit 29,448	1; 29,448; 280 ✓
`income_limit` 1	floor(0.6 x 94,396) = 56,637; x .52/.68/.84/1/1.16/1.32/1.35, floored, / 12, rounded: 2,454, 3,209, 3,965, 4,720, 5,475, 6,230, 6,372; 1.5 x 2025 guideline / 12: 6,768.75, 7,456.25, 8,143.75, 8,831.25, rounded	29,448 … 105,972 ✓ (the head's arithmetic; see C1)
`income_limit` 2	floor(0.6 x 98,088) = 58,852, giving 2,550, 3,335, 4,120, 4,904, 5,689, 6,474, 6,621; 1.5 x (15,960 + 5,680(n-1)) / 12 = 6,965, 7,675, 8,385, 9,095	30,600 … 109,140 ✓ (see C1)
`income_eligible` 4	$36,000 against 29,448 (one qualified member) and 38,508 (two)	false, true ✓
countable 2	2,400 + 300 + 600 + 700 + 400 + 900 + 300 + 300 + 800 + 1,000 + 900 + 1,100 + 1,200 + 1,300	12,200 ✓
countable 3	Pensions 3,700 + distributions 6,640 + survivor 500; RSDI excluded	10,840 ✓
countable 12	12,000 + modeled UI 6,000; 12,000 + 1,200; 12,000 + max(-100, 0)	18,000; 13,200; 12,000 ✓
countable 14	WV WORKS size-2 payment standard $480 x 12 = 5,760 for the participant; 0 for the nonparticipant	5,760; 0 ✓
countable 15	Railroad 20,000 counts; RSDI 6,000 excluded	20,000 ✓

Axiom line assessment

axiom: TheAxiomFoundation/rulespec-us#1998 queued.

State of the issue. The issue is OPEN, labelled pe-parity, and was updated 2026-11-02 17:01 UTC.

Dispatch-ready. It gives module paths and corpus citations, and quotes the manual, plan, IM 2025-02/2026-01 and Federal Register text verbatim. It sets required outputs for all five variables and 16 companion tests drawn from the manual, the SMI tables and the guidelines.
Matches the head. It names 22c87de9d1, and the PR's own files are identical at fcdbc7f779, which only merges main. Its 25 sources, 40 cases and payment formula match.

Updates needed with the fixes:

C1: the cap, a statute interpretation, and companion cases at the printed limits. Interpretation 7 currently accepts the rounded figures.
S1: military_basic_pay, giving 26 sources.
G2: the FY2027 plan, including item 1.4 "No".
G3: the agency page and fact sheet now print $6,965.

CI status

gh pr checks 10618 at head fcdbc7f779 (run 41500846205, pull_request, started 2026-11-02 18:28 UTC; it includes main through 4bfc548de3). I re-checked it at the end of this review: 36 pass, none pending or failing.

Coverage includes:

all Baseline shards, including the four state shards that run the West Virginia YAML;
all Contrib shards;
Rest Python shards 1-7 and Microsimulation;
Household API Partners, PR validation, Package and compatibility, and Quick Feedback;
Codecov (patch and project).

Branch status

Commits behind. The branch is 8 commits behind main: Count railroad retirement annuities as SSI unearned income #10534, Lower California's non-MAGI Medi-Cal asset limit to $21,000 / $31,000 on July 1, 2027 #10375, Compare federal school meal income limits at USDA's whole-dollar thresholds #10384 and Count the pre-2018 miscellaneous deduction once in Mississippi and Missouri itemized deductions #10096, plus four version bumps.
Merge. git merge-tree --write-tree PolicyEngine/main fcdbc7f779 is clean (tree c2a4fd50be).
main changes since the head. Count railroad retirement annuities as SSI unearned income #10534 rewrote railroad_benefits's label and documentation as gross Railroad Retirement Board benefits, which is consistent with how the PR counts it. No new guard on main affects the PR.
programs.yaml. The PR adds WV to the LIHEAP coverage line between WI and WY, and adds a WV state_implementations entry after WI. Sibling LIHEAP PRs that edit the same line may conflict; that is a branch note only.

Verdict: REQUEST_CHANGES

DTrim99

Requesting changes: 1 critical (rounding the monthly limits up puts them above the 42 USC 8624(b)(2)(B) ceiling at several sizes in FY2026 and FY2027; cap at the federal maximum as in North Dakota #10342), 2 should (military basic pay not counted; the zero-size limit guard is untested). Full report in the comment above.

- Stop a monthly limit that rounds up at the federal ceiling in 42 U.S.C. 8624(b)(2)(B). - Count military_basic_pay and pin the zero-size limit. - Cite the FY2027 plan on the limit rates. - Record four source choices in the source-conflict candidates. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

hua7450 · 2026-11-03T21:53:37Z

Thanks, David. b90a7e0726 handles your findings except G4, and merges main at 6145ad4513. I didn't run the tests locally, so CI is the first run of these changes.

Finding	Result	What changed
C1 federal ceiling	Applied	`wv_lieap_income_limit` is now `min_(rounded monthly x 12, annual)`. `wv_lieap.yaml` Cases 11 and 12 pin your three examples with a passing amount beside each, limit expectations are updated, and `us-wv:liheap-income-limit-above-federal-ceiling` records it with `follows: statute`. This also settles the +$688 question.
S1 military basic pay	Applied	`military_basic_pay` follows `employment_income`, making 26 sources. Countable income Case 2 gives $12,700.
S2 zero-size guard	Applied by pinning	`wv_lieap_income_eligible.yaml` Case 1 now asserts the zero limit, and the guard stays.
G1 source choices	Applied	Added `us-wv:liheap-plan-categorical-eligibility` and `us-wv:liheap-plan-income-and-benefit-items`, both ruled, and `us-wv:liheap-veterans-benefits`, unreviewed because the manual-over-plan ruling doesn't cover an agency announcement.
G2 FY2027 plan	Applied	Cited on `smi_rate`, `fpg_rate`, `smi_max_household_size` and the limit variable, and in the PR body and the Axiom issue.
G3 housekeeping	Applied	The limit comment and test header are reworded. The body and TheAxiomFoundation/rulespec-us#1998 now give $6,965 for eight; I rechecked the agency page and fact sheet on 2026-11-03. The test plan now says CI passed the 40 earlier cases at `fcdbc7f779`.
G4 floor the base	Declined	Your review confirms that no baseline path reaches a blank cell in either verified year. Only a reform of `smi_rate` or `fpg_rate`, or a later carried-forward year, gets there. No baseline YAML case could pin the floor, so it would be the kind of unpinned guard S2 flags. I narrowed the `wv_lieap.py` comment to "In both verified years" so it no longer overstates the claim.

On C1, I capped at the state's own unrounded amount instead of your max(liheap_smi_limit, fpg_limit x guideline) expression. By hand, the two match at every size from 1 to 20 in both years, so the numbers are the same and the formula reads no new parameters. They differ only under a reform of West Virginia's own rates, where the cap follows the reformed rate. The cap binds at FY2026 sizes 3, 4, 5, 7 and even sizes 8-20, and at FY2027 sizes 2, 3, 6 and 7, matching your table.

wv_lieap.yaml Case 7 sat at the printed $180,228, so it moved to $180,225; the payment is still $70.79. As in South Carolina, none of the four candidates has a # Source conflict marker until it is registered.

DTrim99 · 2026-11-04T19:45:03Z

PR Review (round 2): Add West Virginia LIEAP regular heating assistance

Summary

PR #10618 (author: hua7450), head b90a7e0726. Round 1 reviewed fcdbc7f779 on 2026-11-02 and requested changes. Since then the author has pushed one fix commit (80c117294a) and a clean merge of main at 6145ad4513, and replied to each finding.

Every round-1 critical and should item is fixed, and a test pins each fix:

C1. The limit now stops at the unrounded amount, which equals the 42 U.S.C. 8624(b)(2)(B) maximum at every size from 1 to 20 in both years. I hand-traced the three round-1 examples at the head, and each now pays $0. New wv_lieap.yaml Cases 11 and 12 pin all three, each beside an amount that still pays. The choice is recorded as us-wv:liheap-income-limit-above-federal-ceiling with follows: statute.
S1. military_basic_pay is counted, and a test pins it.
S2. A test now pins the zero-size guard.
G1-G4. G1 to G3 are applied. G4 is declined, with a sound reason.

One new should-address item, which the fix commit did not cause. On 2026-11-04, both Income Maintenance Manual files that the PR cites (media 39948 and 40005) return 404. The agency's manual page now links only a new file, whose page numbers are different. The values are unchanged in that file, but every manual #page= anchor in the PR now leads nowhere.

Two suggestions. CI is green at the head (38/38), and the branch merges cleanly with current main.

Prior findings

Finding	Status	Evidence
C1. Rounded limits above the federal ceiling	Fixed	`wv_lieap_income_limit.py:46` sets `limit = min_(monthly * MONTHS_IN_YEAR, annual)`, and line 47 keeps the zero-size guard. The traces under Verified give $0 for $47,578 (FY2026, three people), $81,227 (FY2026, eight) and $49,438 (FY2027, three). `wv_lieap.yaml` Case 11 (line 337) expects [253.75, 0, 210, 0] and Case 12 (line 393) expects [253.75, 0]. Without the `min_`, the three over-ceiling amounts pay 253.75, 210 and 253.75, so both cases fail. The limit expectations at the binding sizes moved to the federal amounts (`wv_lieap_income_limit.yaml` Cases 1-5), and those would fail too.
C1. Record the choice	Fixed	`candidates.yaml:10341`, `us-wv:liheap-income-limit-above-federal-ceiling`: `follows: statute`, `state: ruled`, citing the statute, both Attachment 4 tables and both chart pages. This is consistent with the ME, MT and VT LIHEAP entries ruled under the 2026-10-19 statute-first rule. The entry has no `# Source conflict` marker, and that is correct for now: `test_source_conflicts.py` requires every marker to name a registered entry that lists its file, so the marker can only land on registration (as for SC and ND).
C1. Settle the +$688 question; body's "N/A" line	Fixed	The cap covers FY2026 sizes 11-20. The body now checks the register box for the statute reading and names the candidate. See N3 for a wording point in the candidate's note.
C1. Cap expression	Fixed (alternative accepted)	The author caps at West Virginia's own unrounded amount rather than at max(`liheap_smi_limit` at `gov.hhs.liheap.smi_limit`, `fpg_limit` x guideline). The state's rates are the federal ones: 60% of SMI through 7 and, from 8, 150% of the guideline, which is the larger amount there. I computed every size from 1 to 20 in both years, and the unrounded amount equals the federal maximum at each. The cap binds at FY2026 sizes 3, 4, 5, 7 and 8-20 even, and at FY2027 sizes 2, 3, 6 and 7, matching round 1's table. The two expressions differ only under a reform of West Virginia's own rates.
S1. `military_basic_pay` not counted	Fixed	`sources.yaml:5-7` lists it after `employment_income`, with the "enter it in one of the two" comment, for 26 sources. `wv_lieap_countable_income.yaml` Case 2 (line 87) gives it $500, for 12,700. Dropping it gives 12,200, so the case fails.
S2. Zero-size guard unpinned	Fixed (pinned)	`wv_lieap_income_eligible.yaml:15` asserts `wv_lieap_income_limit: [29_448, 29_448, 0, 0]`. Row 3 is a West Virginia unit with no qualified member. Without the guard it gets the size-0 factor 0.52: floor(56,637 x 0.52) = 29,451, which rounds to 2,454 x 12 = 29,448, not 0. Row 4 is Ohio.
G1. Record the plan-against-manual choices	Fixed	Three entries cover it. `us-wv:liheap-plan-categorical-eligibility` (FY2026 only, since the FY2027 plan answers No) and `us-wv:liheap-plan-income-and-benefit-items` (FY2026-FY2027) are `gap-fill`, `ruled` under the 2026-10-06 manual-over-plan ruling, as in LA and MN. `us-wv:liheap-veterans-benefits` is `unreviewed`; the code follows the later manual over an agency announcement, so no rule is set aside. Each entry's example is correct: $40,000 against $38,508; $18,000 against $12,000; $32,000 against $29,448 pays $0, and $20,000 pays 160 x 1.75 = $280.
G2. Cite the FY2027 plan	Fixed	It is cited on `smi_rate`, `fpg_rate`, `smi_max_household_size` and the limit variable ("#page 9,12"), and in the body and the Axiom issue. Plan page 9 shows item 2.1 (60.00% SMI; 150.00% of the guidelines), and page 12 shows item 2.4's switch at size 8.
G3. Housekeeping	Fixed	The body and the Axiom issue give $6,965 for eight. The limit comment (`wv_lieap_income_limit.py:39-41`) and the test header are reworded. The test-status line was updated, but CI has since passed, so it is stale again (N2).
G4. Floor the compressed base	Declined, reason accepted	No baseline path in either verified year reaches a blank cell. The cap only lowers limits, so that still holds. A floor no test reaches would repeat the S2 pattern. `wv_lieap.py:26-27` now limits the claim to "both verified years".

New findings

Critical

None.

Should address

N1. The manual references point to files the agency has removed.

What. On 2026-11-04, both URLs return HTTP 404, with and without the query string:

https://bfa.wv.gov/media/39948/download?inline=, the earlier 2026 edition with the FY2026 chart;
https://bfa.wv.gov/media/40005/download?inline=, update 881 with the FY2027 chart.

Both opened in round 1 on 2026-11-02. The BFA Income Maintenance Manual page now links a single file, media 40020, as "the current Income Maintenance Manual".

Where. The removed URLs appear in:

the references of seven parameter files: fpg_year_lag, income/sources, amount_step, base_amount, fuel_multiplier, income_band and max_household_size;
all five variables;
the headers of all five test files;
nine links across the four us-wv:liheap-* candidates;
the body's regulatory-authority list;
the Axiom issue's official-copy links.

Why re-pointing to the new file is not enough. Media 40020 has new page numbers. For example:

Section	Update 881 page	Media 40020 page
FY2027 chart	1775-1776	1770-1771
Appendix D	1779	1774
21.4.11.B factors	1757	1752
21.3.1.A.5	1728-1729	1723-1724

No anchor carries over to it unchanged.

The values themselves have not changed. In media 40020:

Appendix D prints $2,550 through $8,385, plus $710 for each further person;
the 40 row tops of the FY2027 chart equal income_band.yaml's 2026-10-01 thresholds, including the $3,427 and $4,120 rows;
the factors are 1.198, 1.089 and 1.750;
chapter 21's change log lists nothing after update 881.

Precedent. The wave treats anchors on a URL whose content has moved as should-address, fixed with a Wayback capture. main's WV WORKS and Medicaid parameters cite the same removed URLs; that is outside this PR.

Fix:

Update 881. Point the references at https://web.archive.org/web/20261023203756/https://bfa.wv.gov/media/40005/download?inline, keeping each #page=. Wayback lists it as a 200 application/pdf capture. I opened it: pages 405, 1726, 1757, 1775 and 1779 show chapter 4 Appendix A, 21.3, 21.4.11.B, the FY2027 chart and Appendix D, so every update-881 anchor carries over. Avoid the 2026-09-03 capture of the ?inline= form; its digest differs, so it holds an earlier file.
Earlier edition. Use a capture of media 39948 if one exists, or another public archived copy of that edition, and keep the pages verified in round 1. The archive was offline when I tried to check.
Elsewhere. Make the same swap in candidates.yaml, the body and the Axiom issue.

Suggestions

N2. Update the test status. The body's test plan still says the 2026-11-03 fixes "have not run locally, and CI validates them", and it leaves "CI passes" unchecked. The Axiom issue's Tests bullet says the same. Run 41724803822 passed all 38 checks at b90a7e0726, including the four state shards that run the 42 West Virginia cases.

N3. Tidy two candidate entries.

VA citation. us-wv:liheap-veterans-benefits (candidates.yaml:10459) cites the earlier edition as "21.3.1.A.5, PDF page 1728". The body and the Axiom issue number that edition's exclusion list A.4 (pages 1727-1728); A.5 is update 881's number.
"Other sizes keep the printed amount." The note on us-wv:liheap-income-limit-above-federal-ceiling (candidates.yaml:10341) says this, but it does not hold at FY2026 sizes 11-20. The printed amounts there are the +$688 figures, $8,832 to $15,024 a month. The head uses 150% of the guideline, rounded and then capped:
- size 11: $8,831 a month, or $105,972 a year, against the printed $105,984;
- size 20: $15,018.75 a month, or $180,225, against $180,288.
Say so in the note, since the entry is what settles the +$688 question.

Verified

The three round-1 C1 examples, traced at the head:

FY2026, three people, electric heat, wages $47,578.
- The size is 3, and floor(0.6 x 94,396) = 56,637.
- The unrounded limit is floor(56,637 x 0.84) = floor(47,575.08) = 47,575.
- Monthly: floor(3,964.58 + 0.5) = 3,965, and 3,965 x 12 = 47,580.
- The limit is min(47,580, 47,575) = 47,575. Since 47,578 > 47,575, wv_lieap_income_eligible is false, and defined_for gives wv_lieap $0.
- The passing amount, $47,575, is 3,964.58 a month, in row 5 ($3,587-$3,965]. The base is 160 + 5 x (3 - 1 - 5) = 145, and 145 x 1.75 = 253.75.
FY2026, eight people, wages $81,227.
- 1.5 x (15,650 + 5,500 x 7) = 1.5 x 54,150 = 81,225.
- Monthly: 6,768.75 rounds to 6,769, and 6,769 x 12 = 81,228.
- The limit is 81,225, so $81,227 pays $0.
- The passing amount, $81,225, is 6,768.75 a month, in row 15 ($6,572-$6,769]. The base is 160 + 5 x (7 - 15) = 120, and 120 x 1.75 = 210.
FY2027, three people, wages $49,438.
- floor(0.6 x 98,088) = 58,852, and floor(58,852 x 0.84) = floor(49,435.68) = 49,435.
- Monthly: 4,119.58 rounds to 4,120, and 4,120 x 12 = 49,440.
- The limit is 49,435, so $49,438 pays $0.
- The passing amount, $49,435, is in row 5 ($3,427-$4,120]. The base is 145, so the payment is 253.75.

Hand-checked new and changed expectations:

Case	Arithmetic	Expected
`income_limit` 1 (FY2026)	Unrounded amounts: 29,451; 38,513; 47,575; 56,637; 65,698; 74,760; 76,459 (60% SMI x 0.52 … 1.35, floored), then 81,225; 89,475; 97,725; 105,975 (1.5 x the 2025 guideline). Rounded monthly x 12: 29,448; 38,508; 47,580; 56,640; 65,700; 74,760; 76,464; 81,228; 89,472; 97,728; 105,972. Each limit is the smaller of the pair.	29,448; 38,508; 47,575; 56,637; 65,698; 74,760; 76,459; 81,225; 89,472; 97,725; 105,972 ✓
`income_limit` 2 (FY2027)	Unrounded amounts: 30,603; 40,019; 49,435; 58,852; 68,268; 77,684; 79,450, then 83,580; 92,100; 100,620; 109,140 (1.5 x (15,960 + 5,680(n - 1))). Rounded x 12: 30,600; 40,020; 49,440; 58,848; 68,268; 77,688; 79,452, then the same four guideline amounts exactly.	30,600; 40,019; 49,435; 58,848; 68,268; 77,684; 79,450; 83,580; 92,100; 100,620; 109,140 ✓
`income_limit` 3 and 4	Seven qualified: min(76,464, 76,459). Eight qualified: min(81,228, 81,225).	76,459; 81,225 ✓
`income_limit` 5	West Virginia size 1; Ohio (gated by `defined_for`); West Virginia size 8	29,448; 0; 81,225 ✓
`wv_lieap` 7	Size 20: 1.5 x (15,650 + 5,500 x 19) = 180,225, below the rounded 15,019 x 12 = 180,228, and $180,225 is inclusive. 15,018.75 a month is in row 38 ($14,675-$15,019]. The base is 160 + 5 x (19 - 38) = 65, and 65 x 1.089 = 70.785, which rounds to 70.79.	70.79; 0 ✓
`wv_lieap` 11	Traced above	253.75; 0; 210; 0 ✓
`wv_lieap` 12	Traced above	253.75; 0 ✓
`countable_income` 2	500 + 2,400 + 300 + 600 + 700 + 400 + 900 + 300 + 300 + 800 + 1,000 + 900 + 1,100 + 1,200 + 1,300	12,700 ✓
`income_eligible` 1 (limit)	One qualified member: 29,448, twice. No qualified member: the guard gives 0. Ohio: 0.	29,448; 29,448; 0; 0 ✓

Mutation checks:

The cap, military_basic_pay and the size guard are each pinned, as shown in the table of prior findings.
The half-up monthly rounding is still pinned:
- dropping it gives 29,451 for one person;
- flooring instead gives 47,568 for FY2026 size 3;
- rounding up gives 29,451 for one person (the cap binds).
Moving Case 7's income from $180,228 to $180,225 loses no coverage. The inclusive row top is still pinned by wv_lieap.yaml Cases 2 and 3.

Source-conflict guard:

The four candidates satisfy the field rules: known source kinds (statute, guidance, manual, plan, agency-practice), valid states and years, https links, tracked code paths, and no private identifiers.
On the merged tree, a scan of the PR's 15 variable and parameter files with main's conflict-comment pattern finds no match. That includes the new cap comment; the round-1 "diverges from the manual" wording is gone.

main-side guards:

Integrate modeled state unemployment insurance into income flows #9558: the list uses total_unemployment_compensation;
Count military SBP annuities in state benefit income lists #10317: it uses military_retirement_income;
Count each Social Security benefit once in Pennsylvania CCW countable income #10408: no social_security component is read;
Tie source-conflict markers to the register shared with Axiom #10287: covered above.

Unchanged since round 1, and still correct:

the payment chart, fuel factors and half-up cents;
the income definition and assistance-group size;
the heating gate, the NH Add New Hampshire state supplementation for 2026 #10156 safety and the wiring;
item 17 (main still has no wv_ssp);
no partner test file is touched.

Axiom

axiom: TheAxiomFoundation/rulespec-us#1998 queued.

State. The issue is OPEN, labelled pe-parity, and was updated 2026-11-03 21:53 UTC.
Matches the head. It names head b90a7e0726, merged with main at 6145ad4513. It carries:
- the cap, in required outputs ("Limit = min(12 x floor(A / 12 + 0.5), A)") and interpretation 7;
- 26 sources, including military_basic_pay;
- companion tests 17 and 18 for the ceiling cases, and the 12,700 in test 12;
- the FY2027 plan, including item 1.4 "No";
- $6,965 for eight people;
- the four candidates.
Dispatch-ready. It is dispatch-ready apart from N1: its official-copy links for both manual editions are the removed URLs. Update them with the N1 fix, and update its test status with N2.

CI

gh pr checks 10618 at head b90a7e0726 reports run 41724803822 (pull_request, created 2026-11-03 21:46 UTC). I re-checked it at the end of this review: 38 pass, none pending or failing. The run covers:

all 11 Baseline shards, including the four state shards;
all 9 Contrib shards;
Rest Python shards 1-9 and Microsimulation;
Household API Partners, PR validation, Package and compatibility, and Quick Feedback;
Codecov (patch and project).

The three main PRs merged since the run do not touch anything the PR reads.

Branch

Commits behind. The branch is 6 commits behind main (Fix EITC eligibility for married separate filers #10307, Store California state supplement parameters as state shares #10600 and Mark disabled dependent children eligible for the California state supplement #10554, plus three version bumps) and 10 ahead.
Merge. git merge-tree --write-tree PolicyEngine/main b90a7e0726 is clean (tree 73139d811d).
Merge commit. The author's merge b90a7e0726 has no hand-resolved hunks (its remerge diff is empty).
programs.yaml. The coverage line keeps all 43 of main's entries and adds WV between WI and WY, and the WV state_implementations entry follows WI. No sibling entry is dropped or duplicated.
main changes since the merge. They touch the EITC marital rules and California's state supplement. None touches LIHEAP, the shared SMI and guideline helpers, or the code-health guards.

Verdict: REQUEST_CHANGES

DTrim99

Requesting changes, round 2: 0 critical, 1 should. The federal-ceiling critical and both shoulds are fixed and pinned. New: both Income Maintenance Manual URLs now return 404, so every manual #page= anchor is dead; switch to the Wayback captures (the report names one with verified anchors). Full report in the comment above.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

The Bureau for Family Assistance removed both Income Maintenance Manual files. Update 881 keeps its page numbers in the Wayback capture. The only capture of the earlier edition has later page numbers, so its anchors move with it. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

hua7450 · 2026-11-05T18:10:47Z

Thanks, David. 2ce7b18468 handles N1, N2 and N3, and 658ac524c3 merges main at 5783608cd1. Colorado, Delaware, Hawaii and South Carolina landed in the meantime, so the only conflict was the programs.yaml coverage line, which now keeps all of them plus WV. No formula, parameter value or test expectation changed. No tests ran locally, and CI is running on this head.

Finding	Result	What changed
N1, update 881	Applied as you wrote it	Every reference points at capture `20261023203756` and keeps its `#page=`. The capture's SHA-256 (`dd844c1891b1...`) equals the copy the branch read, so the anchors hold.
N1, earlier edition	Applied, with new page numbers	Every reference points at capture `20260302130424`, the only Wayback capture of media 39948. Its pages differ from round 1's, as explained below.
N1, other places	Applied	Seven parameter files, five variables, five test headers, the seven manual links in the four candidates, the body and TheAxiomFoundation/rulespec-us#1998.
N2 test status	Applied	The body and the issue say CI passed at `b90a7e0726` (run 41724803822). The body now has separate boxes for that head and this one.
N3 VA citation	Applied	Now 21.3.1.A.4, pages 1734-1735 of the capture.
N3 size note	Applied	The note now says sizes 8 and 10 are $3 lower, and gives $105,972 against $105,984 at 11 and $180,225 against $180,288 at 20.

Where this differs from your fix. You suggested keeping the pages verified in round 1, but the capture doesn't have those pages. It is an older upload to the same address (PDF created February 2, 2026; 2,281 pages). The July 2026 file from round 1 (2,273 pages) isn't in the Wayback listing for bfa.wv.gov/media.

Section	Round 1 page	Capture page
Chapter 4 Appendix A	406	407
15.7.3	1318	1321
Chapter 21 through 21.4.11	1716-1755	1723-1762
Appendix A chart	1772-1773	1780-1781
Appendix D	1777	1785

The extra page before the appendices fits update 875 (4/1/26), which update 881's change log says removed 21.8. The capture still prints 21.8 on page 1779.

Checked in the capture, by text extraction:

The 40 row tops equal income_band.yaml's 2025-10-01 thresholds, and all 40 rows follow the base amount and step.
The factors are 1.198, 1.089 and 1.750.
Appendix D and the chapter 4 LIEAP Max column agree for sizes 1-10.
All 23 earlier-edition quotes in the issue that name a page are on the new page.

Not checked: the July file is gone, so I couldn't compare it with the capture line by line. Numbering against the corpus capture is also unchecked, and the issue says so.

Left out of this PR: main's WV WORKS and Medicaid files, the two links in us-wv:medicaid-ssi-related-non-cash-income-at-standard, and the midatlantic.toml replacements still name the removed URLs. That needs its own follow-up.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

The Bureau for Family Assistance also removed the manual files that WV WORKS, Medicaid, one register backlog entry and three dead-URL replacement values cite. Each now names a Wayback capture, and each page anchor was read in that capture. No formula, parameter value or test expectation changes. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

hua7450 · 2026-11-05T18:21:35Z

One addition for this round, David. 8f5702ae66 also replaces the removed manual links that were already on main, and e0cdfd5eba merges main at cc8f4c9d90. The PR now touches WV WORKS and Medicaid files you haven't seen, 16 files in all:

6 WV WORKS parameter files and 5 WV WORKS variables
3 Medicaid senior or disabled parameter files
us-wv:medicaid-ssi-related-non-cash-income-at-standard in candidates.yaml
3 replacement values in known_dead_reference_urls/midatlantic.toml

Only the links changed. No reference was deleted, and no formula, parameter value or test expectation changed. I read every anchor in its capture, and none moved. On page 405, the payment standard and standard of need columns also match the parameters' latest values.

Three things I left as they are:

resources/limit.yaml is titled "Chapter 11.3", and the anchor opens the right table, now chapter 5 section 5.4.
income/standard_of_need/amount.yaml is titled "Chapter 10, Appendix A", and the anchor opens the right table, now chapter 4 Appendix A. That file also lists the same link twice.
No URL came off the known-dead list, because neither removed URL was ever listed. Only the three replacement values named one.

No tests ran locally, and CI is running on this head.

DTrim99 · 2026-11-05T18:45:56Z

PR Review (round 3): Add West Virginia LIEAP regular heating assistance

Summary

PR #10618 (author: hua7450), head 8f5702ae66. Round 2 reviewed b90a7e0726 on 2026-11-04 and requested changes for one should-address item (N1) and two suggestions (N2, N3). Since then the author has pushed two commits, 2ce7b18468 and 8f5702ae66, and merged main three times (2af8302812, 658ac524c3 and e0cdfd5eba, the last at cc8f4c9d90). They also replied to each item.

N1 is fixed.

Every link to the two removed manual files now names a Wayback capture. That is 60 links: 21 to media 39948 and 39 to media 40005. No unarchived link to either file remains anywhere in the tree.
I downloaded both captures. Their SHA-256 digests begin 7f8f5ec84ecc and dd844c1891b1, as the body and the Axiom issue state.
I read every anchored page in both captures, and each shows the text it is cited for.
The earlier-edition capture is a February 2026 upload, not the July file round 1 read, so its pages run later. The author re-anchored every earlier-edition link, and the new pages are right.
Chapter 21's change log shows that only two updates fall between those two files. One renames a computer system and the other removes the water-assistance section 21.8. Neither touches a rule or value the PR encodes.

N2 and N3 are fixed. The test status in the body and the issue is current. The VA citation now gives A.4 on pages 1734-1735, and the ceiling note now gives the FY2026 amounts for sizes 11-20.

The fixes change only links, comments and register text.

8f5702ae66 also replaces the same removed links in 16 files already on main (WV WORKS, Medicaid, one register entry and three dead-URL replacement values).
No formula, parameter value or test expectation changed.
Both hand-resolved merge blocks keep every main state plus WV.

One new suggestion (N4), and no critical or should-address item. CI at the head was 13 pass, 13 pending and 0 failing at 18:45 UTC; Contrib had not started.

Prior findings

Finding	Status	Evidence
N1. Manual references point to removed files	Fixed	Update 881. All 39 links name `https://web.archive.org/web/20261023203756/https://bfa.wv.gov/media/40005/download?inline` with their old pages. The capture is byte-identical to the copy the PR read. I read pages 405, 590, 593, 662, 746, 1726, 1729, 1730, 1734, 1752, 1757, 1775, 1779, 1859 and 1889 (details under Verified). Earlier edition. All 21 links name `https://web.archive.org/web/20260302130424/https://bfa.wv.gov/media/39948/download?inline`, the only capture of that file. It is a 2,281-page February upload. Every anchor moved: by 1 at chapter 4 Appendix A (406 to 407), by 7 in chapter 21 through 21.4.11, and by 8 at Appendices A and D. I checked each new page (Verified). Cited forms. Both cited forms return `application/pdf` with no redirect. Other places. The swap also covers the four candidates (seven manual links), the body's authority list and the Axiom issue's official-copy links. Mutation. The rule does not apply: N1 is a reference finding, and no test can pin a link. See N4 for a guard that can.
N2. Test status	Fixed	Body. The test plan says CI passed all 38 checks at `b90a7e0726` (run 41724803822). It has separate boxes for that head and this one. The box for `8f5702ae66` is unchecked while CI runs (see CI). Axiom issue. Its Tests bullet says the same, and says that `2ce7b18468` and `8f5702ae66` change only citations, comments and register text.
N3. VA citation	Fixed	`us-wv:liheap-veterans-benefits` cites "21.3.1.A.4, PDF pages 1734-1735". In the capture, page 1734 opens 21.3.1.A.4 Income Exclusions, and page 1735 lists "Veterans Affairs (VA) Aid and Attendance payments" and Social Security Administration RSDI and SSI. Update 881's A.5 is on 1728-1729, and the VA line is on 1729, as cited.
N3. "Other sizes keep the printed amount"	Fixed	What the note says now. Sizes 8 and 10 are $3 lower. From size 11, the chart adds $688 a person, against the PR's capped guideline amount: $105,972 against $105,984 at 11 and $180,225 against $180,288 at 20. Size 11. 8,144 + 688 = 8,832 a month, x 12 = 105,984 printed. The PR: 1.5 x 70,650 = 105,975, and 8,831.25 rounds to 8,831, x 12 = 105,972. The limit is the smaller, 105,972. Size 20. 8,144 + 6,880 = 15,024, x 12 = 180,288 printed. The PR: 1.5 x 120,150 = 180,225, and 15,019 x 12 = 180,228. The limit is 180,225. The remaining sentence now holds. FY2026 sizes 1, 2, 6 and 9 round down or equal: 29,448 against 29,451; 38,508 against 38,513; 74,760 against 74,760; 89,472 against 89,475. FY2027 from size 8 prints 1,995 + 710 x (n - 1), which is the maximum exactly ($710 = 1.5 x 5,680 / 12). FY2027 sizes 1, 4 and 5 give 30,600, 58,848 and 68,268.
Round 1 C1, S1, S2, G1-G3 (fixed in round 2); G4 (declined, accepted)	Still fixed	No formula, parameter value or expectation changed. The pins round 2 relied on are byte-identical apart from header comments: `wv_lieap.yaml` Cases 11 and 12, the `wv_lieap_income_limit.yaml` cases, `wv_lieap_countable_income.yaml` Case 2 (12,700), and `wv_lieap_income_eligible.yaml` Case 1 (the zero limit).

New findings

Critical

None.

Should address

None.

Suggestions

N4. List the two removed URLs as known dead.

What. 8f5702ae66 edits known_dead_reference_urls/midatlantic.toml, but only its three replacement values. It does not list the two removed files. So no test fails if a link is put back on a raw URL. That covers this PR's 60 swaps and any open or later WV PR that copies an old reference.

Why it is safe now. No raw link remains, and the guard's pattern skips archived copies: it does not match when a / comes before the host. So two entries would pass today.

Fix. Add these two entries:

prefix https://bfa.wv.gov/media/39948/download, replacement https://web.archive.org/web/20260302130424/https://bfa.wv.gov/media/39948/download?inline;
prefix https://bfa.wv.gov/media/40005/download, replacement https://web.archive.org/web/20261023203756/https://bfa.wv.gov/media/40005/download?inline.

Give each verified = "2026-11-05". The prefix ends before ?inline, so it covers both the ?inline and ?inline= forms.

Verified

Link inventory. The head tree has 60 links to the two files, and each carries one of the two capture prefixes:

21 to media 39948, the earlier edition: 15 in LIEAP files, 4 in candidates, 1 in WV WORKS, and none in the toml.
39 to media 40005, update 881.

Earlier-edition capture (2,281 pages), page by page:

Page	Shows	Cited by
407	Chapter 4 Appendix A. LIEAP Max: $2,454, 3,209, 3,965, 4,720, 5,475, 6,230, 6,372, 6,769, 7,456, 8,144, then +$688	`fpg_year_lag`, `wv_lieap_income_limit`, the ceiling candidate
590	4.5.2.A.1: earned income "is reduced by 40%"	`wv_works_countable_earned_income` (main file)
1732-1735	21.3.1.A, then A.1 to A.4, then 21.3.1.B	`sources`, `wv_lieap_countable_income`, `wv_lieap_income_eligible`, two candidates, test headers
1735, 1739	21.3.1.B; 21.3.1.D residence and citizenship, and 21.3.1.E	`wv_lieap_household_size` and its test header
1736-1738	21.3.1.C.1 and C.2 onward (vulnerability)	`wv_lieap`
1756	21.4.9.A Income (the SSI-member example)	`wv_lieap_income_eligible`, the categorical-eligibility candidate
1760	21.4.10.C; 21.4.11; 21.4.11.A	the body
1761-1762	21.4.11.B: natural gas 1.198; LPG, coal, wood, fuel oil and kerosene 1.089; electricity 1.750. The product table prints $70.79 ($65 x 1.089), $147.02 ($135 x 1.089), $210.00 ($120 x 1.75), $253.75 ($145 x 1.75), $280.00 ($160 x 1.75) and $446.25 ($255 x 1.75)	`fuel_multiplier`, `wv_lieap` and test header, a candidate
1779	21.8, the water program that update 875 later removed (the extra page)	the body's page-shift note
1780-1781	Appendix A, "FY 2025 INCOME LEVELS". All 40 row tops equal `income_band.yaml`'s `2025-10-01` thresholds, from 2,077 to 15,363, including 6,301, 6,572 and the wide 12,270-12,956 row	`income_band`, `base_amount`, `amount_step`, `max_household_size`, two test headers
1785	Appendix D, FY2026: $2,454 to $8,144 for sizes 1-10, and "add $688"	`wv_lieap_income_limit`

Update 881 capture (2,263 pages). It shows the cited text at every anchor:

405: chapter 4 Appendix A, with the WV WORKS payment and 100% SON columns;
590: 4.5.2.A.1, the 40% disregard, and 4.5.2.B, the $100/$200 child support pass-through;
593: the WV WORKS eligibility and benefit steps;
662: 4.14.3 Step 5, "SSI Maximum Payment Level";
746: 5.4 Maximum Allowable Assets;
1726: 21.3.1.A;
1729: the A.5 VA and RSDI lines, and 21.3.1.B;
1730: 21.3.1.C and C.1;
1734: C.7 and D;
1752: 21.4.9.A;
1757: 21.4.11.B factors;
1775: the FY2027 chart;
1779: Appendix D, $2,550 to $8,385;
1859: chapter 23, SSI Related/Non-Cash Assistance;
1889: 23.11.4.

The gap between the two earlier files. Update 881's chapter 21 change log lists only two updates dated between the February upload and the July file:

873 (2/1/26), "Changed inROADS to WV Path";
875 (4/1/26), "Remove section 21.8".

Neither changes the income test, the sources or exclusions, the chart, the factors or Appendix D. So citing the February capture for FY2026 supports the same values.

No other change since round 2:

LIEAP files. git diff b90a7e0726 8f5702ae66 over the 17 LIEAP files changes 47 lines. Every one is a link, a #page title or a page-list comment.
Register. The PR's net diff against main in candidates.yaml is the four WV entries plus the two URL lines in us-wv:medicaid-ssi-related-non-cash-income-at-standard.
Main's files. The 16 files touch only href, reference or replacement lines; values are unchanged. Two titles are left as on main: resources/limit.yaml's "Chapter 11.3" (now chapter 5, section 5.4) and the duplicated link in standard_of_need/amount.yaml. The author noted both, and both are outside this PR's scope.

Expectations. No expectation changed; only the five test files' header comments did. I re-derived the expectations tied to round 1 and 2 findings from the values the new earlier-edition capture prints:

Case	Arithmetic	Expected
`income_limit` 1, size 1 (FY2026)	2,454 x 12 = 29,448; floor(56,637 x 0.52) = 29,451; min	29,448 ✓
`income_limit` 1, size 10	8,144 x 12 = 97,728; 1.5 x (15,650 + 5,500 x 9) = 97,725; min	97,725 ✓
`income_limit` 1, size 11	as under N3	105,972 ✓
`wv_lieap` 11, $47,575	3,964.58 a month is in row 5 (3,588-3,965). The base is 160 + 5 x (3 - 1 - 5) = 145, and the product table prints $253.75	253.75 ✓
`wv_lieap` 11, $47,578	above the capped 47,575 (printed 3,965 x 12 = 47,580)	0 ✓
`wv_lieap` 11, $81,225 (size 8)	6,768.75 is in row 15 (6,573-6,769). The base is 160 + 5 x (7 - 15) = 120, and the table prints $210.00	210 ✓
`wv_lieap` 7, size 20	15,018.75 is in row 38 (14,676-15,019). The base is 160 + 5 x (19 - 38) = 65, and 65 x 1.089 = 70.785, which rounds to $70.79, as printed	70.79 ✓
`wv_lieap`, the half-cent case	135 x 1.089 = 147.015, which rounds to $147.02, as printed	147.02 ✓

Code-health guards on the head (= the merged tree):

Tie source-conflict markers to the register shared with Axiom #10287 ratchet. The changed comments are page lists and source labels, with no conflict wording, and no KNOWN_UNMARKED count can move. The candidate fields still meet the register's rules: https URLs, known kinds and states, and no private-id pattern.
Known-dead list. The three new replacement values are not themselves listed dead, which is the only check the guard makes on replacements.
Integrate modeled state unemployment insurance into income flows #9558, Count military SBP annuities in state benefit income lists #10317 and Count each Social Security benefit once in Pennsylvania CCW countable income #10408. They are unaffected: sources.yaml is unchanged (total_unemployment_compensation, military_retirement_income, no social_security component).
Partner tests. No partner test file is touched.

Axiom

axiom: TheAxiomFoundation/rulespec-us#1998 queued.

State. The issue is OPEN, labelled pe-parity, and was updated 2026-11-05 18:21 UTC.
Matches the head. It names head 8f5702ae66, merged with main at cc8f4c9d90, and records 2ce7b18468, 8f5702ae66 and e0cdfd5eba in the commit history.
Links. Its official-copy links are the two captures, with SHA-256 prefixes and page counts that match the files I downloaded. It lists the earlier edition's shifted pages, and it says that numbering against the corpus capture was not checked.
Tests. Its Tests bullet is current.
Unchanged content. The cap, the 26 sources, companion tests 17 and 18, the 12,700, $6,965 and the four candidates are unchanged and still match the head.
Dispatch-ready. Yes. 8f5702ae66's WV WORKS and Medicaid edits change only links, so no other program's Axiom issue needs an update.

CI

gh pr checks 10618 at head 8f5702ae66 reports run 42083338731 (pull_request, created 2026-11-05 18:20 UTC). I re-checked it at 18:45 UTC: 13 pass, 13 pending, none failing.

Passed:

Baseline: contrib-hhs, household, irs, reform, rest-a, rest-b and states-shard-3;
Rest (Python shard 2) and Plan Rest Python shards;
Household API Partners, Package and compatibility, PR validation (lock, guard tests, lint, changelog) and Quick Feedback (Selective Tests + Coverage).

Still pending:

Baseline: ssa-usda, states-shard-1, states-shard-2 and states-shard-4;
Rest (Python shards 1 and 3-9);
Microsimulation.

The nine Contrib shards and Codecov have not started yet; Contrib starts only after Baseline passes.

Why the risk is low. Since the last fully green run (41724803822 at b90a7e0726, 38/38), the PR has changed only links, comments and register text. The rest is main's own commits.

The known-dead and source-conflict guards run in the Rest Python shards, which are still pending. My static check finds nothing in the new links or register text that either guard would reject.
The approval assumes the pending checks pass. A failure would need its job log classified.

Branch

Commits. The branch is 0 commits behind main (cc8f4c9d90) and 15 ahead.
Merge. git merge-tree --write-tree PolicyEngine/main 8f5702ae66 is clean, and its tree (1fb4adaa1c) is the head's own tree.
2af8302812. It hand-resolved the programs.yaml coverage line to main's line, which had just added CO, plus WV.
658ac524c3. It hand-resolved the same line to main's line, which had just added DE, HI and SC, plus WV.
e0cdfd5eba. It has no hand-resolved hunks.
programs.yaml at the head. The coverage line keeps all 47 of main's entries, adds WV between WI and WY, and has no duplicates. The only other change is the WV state_implementations entry, which follows WI.
candidates.yaml. It keeps all 381 of main's ids and adds the four us-wv:liheap-* ids, for 385, with no duplicates.

Verdict: APPROVE

DTrim99

Approving round 3: 0 critical, 0 should. All 60 dead manual links now use verified Wayback captures, and the round-3 commits change only links and comments. CI was 13 pass / 13 pending with no failures at review time; confirm it finishes green before merging. Full report in the comment above.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

hua7450 and others added 7 commits October 3, 2026 19:52

Add West Virginia LIEAP household and income limit components

446aa9d

Add West Virginia LIEAP countable income from operational manual

b02a38b

Merge current main and address WV LIHEAP review

b971c80

Model WV regular heating payments using approved table bounds

4e25df0

Merge remote-tracking branch 'upstream/main' into wv-liheap-wave2c

d949b7e

Apply Wave 2C sweep and review fixes

9f2805c

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

Merge upstream/main into the branch

22c87de

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

hua7450 requested a review from DTrim99 November 2, 2026 17:01

hua7450 mentioned this pull request Nov 2, 2026

LIHEAP wave 2c: encode West Virginia LIEAP regular heating assistance TheAxiomFoundation/rulespec-us#1998

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Merge upstream main

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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

DTrim99 mentioned this pull request Nov 2, 2026

Add Colorado LEAP regular heating assistance #10609

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hua7450 and others added 2 commits November 3, 2026 16:44

Merge upstream main

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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

hua7450 requested a review from DTrim99 November 3, 2026 21:53

MaxGhenis mentioned this pull request Nov 4, 2026

Leave dependents' income out of Wisconsin homestead credit household income #10191

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hua7450 and others added 3 commits November 5, 2026 13:02

Merge upstream main

2af8302

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

Merge upstream main

658ac52

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

hua7450 requested a review from DTrim99 November 5, 2026 18:10

hua7450 and others added 2 commits November 5, 2026 13:20

Merge upstream main

e0cdfd5

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

DTrim99 approved these changes Nov 5, 2026

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Merge upstream main into wv-liheap-wave2c

6ab7886

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

hua7450 merged commit e7db0e9 into main Nov 6, 2026
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hua7450 deleted the wv-liheap-wave2c branch November 6, 2026 01:10

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Add West Virginia LIEAP regular heating assistance - #10618

Add West Virginia LIEAP regular heating assistance#10618
hua7450 merged 16 commits into
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Regulatory authority

Eligibility

Countable income

Benefit

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Not modeled

Removed manual links outside LIEAP

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PR Review: Add West Virginia LIEAP regular heating assistance

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PR Review (round 2): Add West Virginia LIEAP regular heating assistance

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PR Review (round 3): Add West Virginia LIEAP regular heating assistance

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