Add Arizona LIHEAP Standard benefit

[hua7450]

Adds Arizona's LIHEAP Standard benefit for FY2026. Arizona pays one annual benefit toward all home energy bills, and the plan's heating and cooling components are funding shares of that benefit, so the model treats it as the regular benefit. It counts citizens and qualified noncitizens for household size, counts the gross income of members 18 and over plus Cash Assistance, tests it against the greater of 60% of state median income and 150% of the 2025 poverty guideline or admits SNAP and Cash Assistance households, requires an energy bill or utilities in rent, scores the Eligibility Worksheet's income, energy-burden and energy-need points and pays $160, $320, $480 or $640. In FY2026, a single 40-year-old earning $30,576 with an $1,800 electric bill receives $160: income at 90.8% of the $33,684 limit gives 1 point, a 5.9% energy burden gives 1 point, and 2 points fall in the $160 band.

Fixes #10290

Regulatory authority

• Arizona DES LIHEAP Policy, revision 13 effective August 25, 2025 and revision 15 effective March 23, 2026, pages 4 to 10, 13 to 14, 29 to 34 and 37; the direct download is blocked, so the evidence manifest holds Wayback captures
• LIHEAP Eligibility Worksheet, $640 limit, effective October 12, 2024, as the Clearinghouse FY2026 matrix
• Arizona FY2026 LIHEAP Detailed Model Plan, pages 4 to 7 and 9 to 10
• DES LIHEAP program page: income-ratio formula, worked examples, point and payment tables
• Clearinghouse FFY2026 Arizona 60% state median income table

Eligibility

Requirement	Source	How modeled
Arizona residence	Policy page 4	defined_for = StateCode.AZ
At least one citizen or qualified noncitizen; only eligible members count toward size; every adult's income counts	Policy pages 4 to 8	az_liheap_household_size adds is_citizen_or_legal_immigrant; a household with no counted member is ineligible
Gross income at or below the greater of 60% SMI and 150% FPG; Appendix A monthly table	Policy page 8 and Appendix A (page 37); plan section 2.1	az_liheap_income_limit reproduces all twelve Appendix A cells ($2,807 to $9,518 a month) and the $687 increment above twelve persons, using the shared liheap_smi_limit helper for the SMI arm and fpg(..., year_lag=1) for the FPG arm with the published floor order
Categorical eligibility through DES Cash Assistance or SNAP	Policy pages 7 to 8; plan question 1.4	az_liheap_categorically_eligible from az_tanf and snap receipt
Energy-related expense required; renters with utilities in rent qualify	Policy page 6; plan page 9	az_liheap_energy_cost adds the seven bill inputs, or heat_expense_included_in_rent
Heating fuel	Worksheet section 2	heating_type UNSPECIFIED pays nothing; NONE stays eligible because the benefit covers every home energy bill

Countable income

Item	Source	How modeled
Members 18 and over	Policy page 9 E, both revisions	az_liheap_countable_earned_income and az_liheap_countable_unearned_income count members aged 18 or older. Revision 15 counts the unearned income of members under 18; a dated boolean switches on March 23, 2026.
Earned income	Policy page 9	Wages and net self-employment, farm and partnership or S corporation income, each floored at zero
Unearned income	Policy page 9; plan section 1.9	Social Security (gross), SSI, pensions, retirement distributions, railroad retirement, veterans benefits, unemployment, strike benefits, employment disability benefits, workers' compensation, child support received, alimony, rental income, interest, ordinary dividends and general assistance
Cash Assistance	Policy page 9	az_tanf added once per household
Excluded receipts	Plan section 1.9	SNAP and housing assistance are not counted.
Railroad retirement, disability and workers' compensation	Policy pages 4, 8 and 14; plan section 1.9	Railroad retirement counts as "retirement income" (section VI.A.6.e.ii.B) and plan 1.9 checks "Retirement / pension benefits". Employment disability benefits count because plan 1.9 checks "Insurance payments made directly to the insured". Workers' compensation counts through the Gross Income definition and "Consistent income received from other sources" (section VI.A.6.e.ii.D); plan 1.9 neither lists nor excludes it.

Benefit

• Income points (worksheet section 1): 5 for income up to 20% of the limit, then 4, 3, 2 and 1 for each further 20%, with inclusive band tops and the ratio formed in float64 before the lookup.
• Energy-burden points (worksheet section 2): 0 to 6 as energy cost over income rises through 5%, 10%, 15%, 20%, 25% and 30%, plus 2 for propane, wood or coal. A household with no income and a bill takes the top band; a household with no bill takes zero.
• Energy-need points (worksheet section 3): one each for a member aged 60 or older, a disabled member (is_disabled, SSI paid on the basis of blindness or disability, or Social Security disability receipt), a veteran (is_veteran) and a child aged 6 or under.
• Payment (worksheet section 4; plan section 2.6; policy pages 30 and 33 to 34): $160 for 1 to 4 points, $320 for 5 to 8, $480 for 9 to 12 and $640 for 13 or more. The bill does not cap the award. A categorically eligible household above the limit with zero points receives $160, reconciling the plan's $160 minimum with a worksheet whose first row starts at 1 point; this is a reconciliation, not an express rule.

Years covered

Model year	Program year	Guideline	One-person annual limit
2026	FY2026 under revision 13	2025	$33,684
2027	Revision 15 (children's unearned income counted) with the FY2027 guideline vintage; unverified against a published FY2027 matrix	2026	$35,232

The registry entry records verified_years: "2026". Parameters are read at the period start, so model year 2026 applies revision 13 and model year 2027 applies revision 15.

Not modeled and source conflicts

• Annual amounts stand for twelve times the policy's 30-day income snapshot.
• The disability definition (policy page 4) treats "a recipient of benefits under Title II or XVI of the Social Security Act, or other State-administered disability benefits" as disabled. The model reads Title II and XVI as disability benefits: Social Security disability, and SSI paid on the basis of blindness or disability (is_blind or is_ssi_disabled). A retirement or survivor beneficiary, or an SSI recipient who qualifies by age alone, gets the point only with another disability flag.
• Social Security is counted gross; the Medicare premium subtraction is deferred as in Kansas.
• The subsidized-housing utility allowance exclusion, the Tribal LIHEAP first-apply rule, the bar on costs paid by another program, the SUAP $640 recertification maximum and the per-vendor $5 payment rule have no inputs and are not modeled.
• Revision 16A, effective July 1, 2026, changes no eligibility, income or points rule. It updates the income limits for FY2027, which model year 2027 already reproduces ($2,936 to $9,805 a month, plus $710 per additional person), and moves the benefit matrix into Appendix B. The model's verified year stays FY2026.

Test plan

• 13 YAML files with 117 cases under policyengine_us/tests/policy/baseline/gov/states/az/des/liheap/; expected values are hand computed from the policy, the worksheet and the DES examples in case comments. The suite was not run locally; CI runs it.
• YAML tests whose expected values come from an external source (statute, official form or worksheet, official calculator)
• make format
• Changelog fragment in changelog.d/

axiom: TheAxiomFoundation/rulespec-us#1833 queued

🤖 Generated with Claude Code

[codecov]

Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 100.00%. Comparing base (909176a) to head (c12ed6d).
⚠️ Report is 546 commits behind head on main.

Additional details and impacted files

@@            Coverage Diff             @@
##              main    #10293    +/-   ##
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  Coverage   100.00%   100.00%            
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  Files            4        14    +10     
  Lines           76       217   +141     
  Branches         2         1     -1     
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+ Hits            76       217   +141     

Flag	Coverage Δ
unittests	100.00% <100.00%> (ø)

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